Deutsche Bank Securities
Deutsche Bank Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Deutsche Bank Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Employee
Years
Job
Industry
Austin Vasiliadis Austin Vasiliadis's Deutsche Bank Securities Experience August 2013 - August 2013
Job Incoming Investment Banking Analyst at Deutsche Bank
Industry
Experience
Deutsche Bank June 2015 - August 2015
Institute for Applied Economics, Global Health, and Study of Business Enterprise January 2014 - August 2015
FBR June 2014 - August 2014
Deutsche Bank Securities August 2013 - August 2013
Jones Lang LaSalle June 2013 - August 2013
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics; Financial Economics; Entrepreneurship & Management
Langley High School 2008 — 2012
Deutsche Bank June 2015 - August 2015
Institute for Applied Economics, Global Health, and Study of Business Enterprise January 2014 - August 2015
FBR June 2014 - August 2014
Deutsche Bank Securities August 2013 - August 2013
Jones Lang LaSalle June 2013 - August 2013
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics; Financial Economics; Entrepreneurship & Management
Langley High School 2008 — 2012
Yvonne Williamson's Deutsche Bank Securities Experience 2002 - 2008
Job Marketing Manager at Briggs & Riley Travelware
Industry Consumer Goods
Experience
Briggs & Riley Travelware February 2008 - Present
Deutsche Bank Securities 2002 - 2008
Deutsche Bank September 1998 - 2002
Skills
Brand Development, Integrated Marketing, Cross-functional Team..., Consumer Products, Marketing Communications, Social Media Marketing, Retail, Marketing Strategy, Online Marketing, Merchandising, Product Development, Email Marketing, Product Innovation, E-commerce, Advertising, Product Design, Brand Management, Trade Shows, Customer Insight, Marketing, Sales, Microsoft Office, Adobe Creative Suite, AS400 system, CMS, Creative Direction, Public Relations, Strategy, Product Marketing
Education
University at Albany 1996 — 1998
Briggs & Riley Travelware February 2008 - Present
Deutsche Bank Securities 2002 - 2008
Deutsche Bank September 1998 - 2002
Skills
Brand Development, Integrated Marketing, Cross-functional Team..., Consumer Products, Marketing Communications, Social Media Marketing, Retail, Marketing Strategy, Online Marketing, Merchandising, Product Development, Email Marketing, Product Innovation, E-commerce, Advertising, Product Design, Brand Management, Trade Shows, Customer Insight, Marketing, Sales, Microsoft Office, Adobe Creative Suite, AS400 system, CMS, Creative Direction, Public Relations, Strategy, Product Marketing
Education
University at Albany 1996 — 1998
Jason Presley Jason Presley's Deutsche Bank Securities Experience 2007 - 2007
Job Vice President at CBRE
Industry Real Estate
Experience
CBRE January 2013 - Present
The Lionstone Group June 2008 - January 2013
Deutsche Bank Securities 2007 - 2007
CBRE April 1998 - May 2005
Skills
Commercial Real Estate, Real Estate Private..., Finance, Management, Financial Modeling, Presentations, Mentoring, Portfolio Management, Public Speaking, Non-profit Board..., Private Equity, Fundraising
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Real Estate, Finance
The University of Texas at Austin - Red McCombs School of Business 1993 — 1997
BBA, Business Honors, Finance
CBRE January 2013 - Present
The Lionstone Group June 2008 - January 2013
Deutsche Bank Securities 2007 - 2007
CBRE April 1998 - May 2005
Skills
Commercial Real Estate, Real Estate Private..., Finance, Management, Financial Modeling, Presentations, Mentoring, Portfolio Management, Public Speaking, Non-profit Board..., Private Equity, Fundraising
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Real Estate, Finance
The University of Texas at Austin - Red McCombs School of Business 1993 — 1997
BBA, Business Honors, Finance
Stephen Giannone's Deutsche Bank Securities Experience February 2005 - July 2006
Job President at Theorem Group Inc.
Industry Financial Services
Experience
Theorem Group, Inc. December 2007 - Present
Theorem Group Inc. December 2007 - Present
Opus Fund Services September 2008 - October 2015
Citadel Solutions LLC May 2007 - November 2007
Spectrum Global Fund Administration August 2006 - May 2007
Deutsche Bank Securities February 2005 - July 2006
Merrill Lynch April 2004 - November 2004
Bear Stearns 2000 - 2004
JPMorgan Chase 1998 - 2000
Dreyfus 1993 - 1997
Skills
Hedge Funds, Fund Administration, Prime Brokerage, Equities, Alternative Investments, Fixed Income, Fund Of Funds, Options, Private Equity, Middle Office, Bloomberg, Financial Services, Asset Management, Investments, Derivatives, Investment Management, Capital Markets, Electronic Trading, Management, Financial Markets, Commodity, Portfolio Management, Mutual Funds, Valuation, Series 7
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.)
Theorem Group, Inc. December 2007 - Present
Theorem Group Inc. December 2007 - Present
Opus Fund Services September 2008 - October 2015
Citadel Solutions LLC May 2007 - November 2007
Spectrum Global Fund Administration August 2006 - May 2007
Deutsche Bank Securities February 2005 - July 2006
Merrill Lynch April 2004 - November 2004
Bear Stearns 2000 - 2004
JPMorgan Chase 1998 - 2000
Dreyfus 1993 - 1997
Skills
Hedge Funds, Fund Administration, Prime Brokerage, Equities, Alternative Investments, Fixed Income, Fund Of Funds, Options, Private Equity, Middle Office, Bloomberg, Financial Services, Asset Management, Investments, Derivatives, Investment Management, Capital Markets, Electronic Trading, Management, Financial Markets, Commodity, Portfolio Management, Mutual Funds, Valuation, Series 7
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.)
Chris Renaudin's Deutsche Bank Securities Experience July 2014 - Present
Job Investment Banking Analyst at Deutsche Bank Securities
Industry Oil & Energy
Experience
Deutsche Bank Securities July 2014 - Present
Wise & Susong January 2014 - February 2014
Deutsche Bank Securities June 2013 - August 2013
AR Resources, Inc. May 2012 - August 2012
Builder Homesite Inc. May 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2013
Business Administration, Finance
Deutsche Bank Securities July 2014 - Present
Wise & Susong January 2014 - February 2014
Deutsche Bank Securities June 2013 - August 2013
AR Resources, Inc. May 2012 - August 2012
Builder Homesite Inc. May 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2013
Business Administration, Finance
Paige Andres Paige Andres's Deutsche Bank Securities Experience May 2012 - August 2012
Job Financial Analyst at SpaceX
Industry Aviation & Aerospace
Experience
Space Exploration Technologies October 2014 - Present
Space Exploration Technologies February 2014 - October 2014
TMA Accountancy Corp. July 2013 - February 2014
Deutsche Bank Securities May 2012 - August 2012
Bouchon Bistro September 2009 - January 2010
Bouchon Bakery June 2009 - September 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Accounting, Customer Service, Event Planning, Microsoft Word, Research, Social Networking
Education
University of California, Los Angeles 2009 — 2013
Business/Economics
Space Exploration Technologies October 2014 - Present
Space Exploration Technologies February 2014 - October 2014
TMA Accountancy Corp. July 2013 - February 2014
Deutsche Bank Securities May 2012 - August 2012
Bouchon Bistro September 2009 - January 2010
Bouchon Bakery June 2009 - September 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Accounting, Customer Service, Event Planning, Microsoft Word, Research, Social Networking
Education
University of California, Los Angeles 2009 — 2013
Business/Economics
Ilene Chau Ilene Chau's Deutsche Bank Securities Experience June 2006 - August 2006
Job Vice President, Mergers & Acquisitions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan July 2010 - January 2014
J.P. Morgan July 2007 - July 2010
Deutsche Bank Securities June 2006 - August 2006
Time Warner Cable 2004 - 2004
Skills
Financial Modeling, Corporate Finance, Corporate Development, Investment Banking, Valuation, Financial Analysis, Due Diligence
Education
University of California, Berkeley 2003 — 2007
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley, Haas School of Business 2003 — 2007
Bachelors, Business Administration
J.P. Morgan February 2014 - Present
J.P. Morgan July 2010 - January 2014
J.P. Morgan July 2007 - July 2010
Deutsche Bank Securities June 2006 - August 2006
Time Warner Cable 2004 - 2004
Skills
Financial Modeling, Corporate Finance, Corporate Development, Investment Banking, Valuation, Financial Analysis, Due Diligence
Education
University of California, Berkeley 2003 — 2007
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley, Haas School of Business 2003 — 2007
Bachelors, Business Administration
Todd Ryman's Deutsche Bank Securities Experience May 2011 - Present
Job Director at Deutsche Bank Securities
Industry Investment Management
Experience
Deutsche Bank Securities May 2011 - Present
Bank of America Merrill October 2002 - May 2011
UBS Wealth Management June 1998 - October 2002
Skills
Wealth Management, Equities, Capital Markets, Private Equity, Asset Protection, Global Asset Allocation, Options Strategies, Structured Products, Alternative Investments, Estate Planning, Investment Banking, Fixed Income Products, Captive, Investment Advisory, Asset Allocation, Fixed Income, Securities
Education
The University of Georgia
Deutsche Bank Securities May 2011 - Present
Bank of America Merrill October 2002 - May 2011
UBS Wealth Management June 1998 - October 2002
Skills
Wealth Management, Equities, Capital Markets, Private Equity, Asset Protection, Global Asset Allocation, Options Strategies, Structured Products, Alternative Investments, Estate Planning, Investment Banking, Fixed Income Products, Captive, Investment Advisory, Asset Allocation, Fixed Income, Securities
Education
The University of Georgia
Dylan Wolin Dylan Wolin's Deutsche Bank Securities Experience October 2005 - February 2008
Job Director, Corporate Development at Boeing
Industry Aviation & Aerospace
Experience
The Boeing Company March 2008 - Present
Deutsche Bank Securities October 2005 - February 2008
McManus & Miles October 2000 - September 2005
Putnam, Hayes & Bartlett July 1998 - October 2000
Skills
Financial Modeling, Corporate Development, Energy, Economics, Mergers & Acquisitions, Investment Banking, Product Management, Strategic Planning, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Tufts University 1994 — 1998
BA, Economics
St. Paul's School 1991 — 1994
The Boeing Company March 2008 - Present
Deutsche Bank Securities October 2005 - February 2008
McManus & Miles October 2000 - September 2005
Putnam, Hayes & Bartlett July 1998 - October 2000
Skills
Financial Modeling, Corporate Development, Energy, Economics, Mergers & Acquisitions, Investment Banking, Product Management, Strategic Planning, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Tufts University 1994 — 1998
BA, Economics
St. Paul's School 1991 — 1994
Kevin Finkel Kevin Finkel's Deutsche Bank Securities Experience 1994 - 1998
Job Executive Vice President at Resource Real Estate
Industry Real Estate
Experience
Resource Residential 2007 - Present
Resource Real Estate 2002 - Present
Resource America, Inc. 2002 - Present
Barclays Capital 1998 - 2000
Deutsche Bank Securities 1994 - 1998
Skills
Real Estate, Leadership, Acquisitions, Investment Strategies, Asset Management, Investments, Property Management, Portfolio Management, Finance, Management, Commercial Real Estate, Investment Banking, Marketing Strategy, Alternative Investments, Private Equity, Investment Sales
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance / Real Estate
University of Pennsylvania
BA, Economics with honors
Resource Residential 2007 - Present
Resource Real Estate 2002 - Present
Resource America, Inc. 2002 - Present
Barclays Capital 1998 - 2000
Deutsche Bank Securities 1994 - 1998
Skills
Real Estate, Leadership, Acquisitions, Investment Strategies, Asset Management, Investments, Property Management, Portfolio Management, Finance, Management, Commercial Real Estate, Investment Banking, Marketing Strategy, Alternative Investments, Private Equity, Investment Sales
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance / Real Estate
University of Pennsylvania
BA, Economics with honors
Ashley Hooper's Deutsche Bank Securities Experience May 2013 - Present
Job Fixed Income Research Associate at Deutsche Bank Securities
Industry Research
Experience
Deutsche Bank Securities May 2013 - Present
US Academic Decathlon March 2010 - May 2013
University of California at San Diego 2006 - May 2013
SANDAG August 2010 - April 2011
UCSD IRPS Department July 2009 - August 2009
Skills
Econometrics, Economics, Research, Teaching, Tutoring, Program Development
Education
University of California, San Diego 2006 — 2013
PhD Economics, Research Interests: Real-Estate, Healthcare, Sustainable Planning, Bankruptcy Law
University of California, San Diego 2006 — 2008
M.A, Economics
University of Maryland College Park 2002 — 2006
B.A., Economics
Deutsche Bank Securities May 2013 - Present
US Academic Decathlon March 2010 - May 2013
University of California at San Diego 2006 - May 2013
SANDAG August 2010 - April 2011
UCSD IRPS Department July 2009 - August 2009
Skills
Econometrics, Economics, Research, Teaching, Tutoring, Program Development
Education
University of California, San Diego 2006 — 2013
PhD Economics, Research Interests: Real-Estate, Healthcare, Sustainable Planning, Bankruptcy Law
University of California, San Diego 2006 — 2008
M.A, Economics
University of Maryland College Park 2002 — 2006
B.A., Economics
Kyle Ackerman Kyle Ackerman's Deutsche Bank Securities Experience June 1998 - June 1999
Job Senior Director of Corporate Relations at USC School of Cinematic Arts
Industry Entertainment
Experience
USC School of Cinematic Arts November 2012 - Present
Consultancy March 2003 - November 2012
Freelance December 2000 - November 2012
Freelance Writer December 2000 - November 2012
Frictionless Insight June 2001 - August 2012
Wizard Entertainment September 2004 - March 2006
Capital Credit January 2004 - September 2004
GE Capital August 2001 - March 2003
American Re Securities Corp June 1999 - August 2001
Deutsche Bank Securities June 1998 - June 1999
Skills
Development, Corporate Relations, Structured Finance, writing, editing, Strategic Planning, comprehensive analysis, Corporate Finance, Analysis, Entertainment, Research, Market Research, Business Strategy, Public Speaking, Competitive Analysis, Business Planning, Product Development, Budgeting, Product Management, Data Analysis, New Business Development, Copywriting, Negotiation, English, Financial Modeling, Team Management, Risk Management, Reinsurance, Book Writing, Screenwriting, Fundraising, Writing, Editing, Budgets, Social Media, Media Relations, Strategic Communications, Public Relations, Advertising, Social Networking, Publishing, Content Strategy, Blogging, Program Management, Management, Editorial, Social Media Marketing, New Media, Digital Media, Marketing
Education
Deutsche Bank Securities Associate Training Program 1998 — 1998
Fixed Income Securities, Fixed Income Securities and Capital Markets
University of Arizona 1995 — 1998
MA, Anthropology
Yale University 1991 — 1995
B.A with distinction, Chemistry, Archaeology, Theater Studies
USC School of Cinematic Arts November 2012 - Present
Consultancy March 2003 - November 2012
Freelance December 2000 - November 2012
Freelance Writer December 2000 - November 2012
Frictionless Insight June 2001 - August 2012
Wizard Entertainment September 2004 - March 2006
Capital Credit January 2004 - September 2004
GE Capital August 2001 - March 2003
American Re Securities Corp June 1999 - August 2001
Deutsche Bank Securities June 1998 - June 1999
Skills
Development, Corporate Relations, Structured Finance, writing, editing, Strategic Planning, comprehensive analysis, Corporate Finance, Analysis, Entertainment, Research, Market Research, Business Strategy, Public Speaking, Competitive Analysis, Business Planning, Product Development, Budgeting, Product Management, Data Analysis, New Business Development, Copywriting, Negotiation, English, Financial Modeling, Team Management, Risk Management, Reinsurance, Book Writing, Screenwriting, Fundraising, Writing, Editing, Budgets, Social Media, Media Relations, Strategic Communications, Public Relations, Advertising, Social Networking, Publishing, Content Strategy, Blogging, Program Management, Management, Editorial, Social Media Marketing, New Media, Digital Media, Marketing
Education
Deutsche Bank Securities Associate Training Program 1998 — 1998
Fixed Income Securities, Fixed Income Securities and Capital Markets
University of Arizona 1995 — 1998
MA, Anthropology
Yale University 1991 — 1995
B.A with distinction, Chemistry, Archaeology, Theater Studies
LaRae Dixon LaRae Dixon's Deutsche Bank Securities Experience 1991 - 1998
Job Officer/Third Party Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Wells Fargo Advisors, LLC June 2009 - January 2011
Wachovia Securities (Formerly A. G. Edwards & Sons) 2008 - March 2009
AG Edwards / Wachovia 2007 - 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Deutsche Bank Securities 1991 - 1998
Education
Central Missouri State University
Normandy High School
Wells Fargo Advisors January 2011 - Present
Wells Fargo Advisors, LLC June 2009 - January 2011
Wachovia Securities (Formerly A. G. Edwards & Sons) 2008 - March 2009
AG Edwards / Wachovia 2007 - 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Deutsche Bank Securities 1991 - 1998
Education
Central Missouri State University
Normandy High School
Robert Benner Robert Benner's Deutsche Bank Securities Experience 1999 - 2006
Job at Shasta Partners
Industry Investment Banking
Experience
Shasta Partners, LLC November 2009 - Present
Deutsche Bank Securities 1999 - 2006
BT Alex Brown 1997 - 1999
Alex Brown & Sons 1990 - 1996
Credit Suisse First Boston 1986 - 1989
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA
University of Pennsylvania 1977 — 1981
BS, Economics
Phillips Academy, Andover 1973 — 1977
Shasta Partners, LLC November 2009 - Present
Deutsche Bank Securities 1999 - 2006
BT Alex Brown 1997 - 1999
Alex Brown & Sons 1990 - 1996
Credit Suisse First Boston 1986 - 1989
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA
University of Pennsylvania 1977 — 1981
BS, Economics
Phillips Academy, Andover 1973 — 1977
Bill Dreher Bill Dreher's Deutsche Bank Securities Experience March 2003 - June 2011
Job Retail Equity Analyst & Investor
Industry Retail
Experience
ERES Greenwich January 2014 - Present
Newedge January 2012 - September 2012
Deutsche Bank Securities March 2003 - June 2011
WR Hambrecht + Co May 2002 - March 2003
Robertson Stephens December 1999 - May 2002
Donaldson, Lufkin & Jenrette January 1998 - November 1999
Donaldson, Lufkin & Jenrete September 1995 - January 1998
Advertising To Women, Inc. January 1991 - December 1992
Advertising To Women, Inc. September 1989 - December 1992
Skills
Equity Research, Retail, Portfolio Management, Valuation, Financial Modeling, Series 7, Series 63, Series 65, Asset Managment, Industry Analysis, Department Stores, Luxury Goods, Financial Analysis, Financial Statement..., Client Relations Skills, Planning & Execution of..., Entertainment Management, Team Leadership, New Store Development, Store Setup, Retail Technology, Merchandising, Marketing, Mergers & Acquisitions, Asset Management, Private Equity, Competitive Analysis, Venture Capital, Corporate Development, Corporate Finance, Bloomberg, Equities, Investments, Fixed Income, Trading, Equity Valuation, Due Diligence, Institutional..., Equity Capital Markets, Investment Banking, Hedge Funds, Asset Allocation, Equity Trading, Alternative Investments, Capital Markets, Finance, Investment Strategies, Investment Management, Chartered Financial..., Economics
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Marketing
The George Washington University
BA, Political Science, International Relations
Wadham College, University Of Oxford
British Government and Political Parties
Blair Academy
Buckley School
ERES Greenwich January 2014 - Present
Newedge January 2012 - September 2012
Deutsche Bank Securities March 2003 - June 2011
WR Hambrecht + Co May 2002 - March 2003
Robertson Stephens December 1999 - May 2002
Donaldson, Lufkin & Jenrette January 1998 - November 1999
Donaldson, Lufkin & Jenrete September 1995 - January 1998
Advertising To Women, Inc. January 1991 - December 1992
Advertising To Women, Inc. September 1989 - December 1992
Skills
Equity Research, Retail, Portfolio Management, Valuation, Financial Modeling, Series 7, Series 63, Series 65, Asset Managment, Industry Analysis, Department Stores, Luxury Goods, Financial Analysis, Financial Statement..., Client Relations Skills, Planning & Execution of..., Entertainment Management, Team Leadership, New Store Development, Store Setup, Retail Technology, Merchandising, Marketing, Mergers & Acquisitions, Asset Management, Private Equity, Competitive Analysis, Venture Capital, Corporate Development, Corporate Finance, Bloomberg, Equities, Investments, Fixed Income, Trading, Equity Valuation, Due Diligence, Institutional..., Equity Capital Markets, Investment Banking, Hedge Funds, Asset Allocation, Equity Trading, Alternative Investments, Capital Markets, Finance, Investment Strategies, Investment Management, Chartered Financial..., Economics
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Marketing
The George Washington University
BA, Political Science, International Relations
Wadham College, University Of Oxford
British Government and Political Parties
Blair Academy
Buckley School
Dawn Stoner Dawn Stoner's Deutsche Bank Securities Experience May 1999 - June 2001
Job Web Analytics, Conversion Rate Optimization & Marketing Strategy
Industry Internet
Experience
American Cancer Society July 2015 - Present
Analytics Insight September 2009 - Present
Donordigital September 2009 - July 2015
Mundo Vino August 2010 - December 2012
Donordigital November 2006 - August 2009
Common Knowledge January 2006 - October 2006
Care2.com November 2004 - January 2006
Pacific Growth Equities June 2002 - June 2004
Deutsche Bank Securities May 1999 - June 2001
Skills
Web Analytics, Usability, Online Advertising, Project Management, Landing Page..., Financial Modeling, Equity Research Analysis, Business Strategy, Email Marketing, Strategic Communications, Fundraising, CRM, Management, Analytics, Marketing, Conversion Optimization, A/B testing, Digital Strategy, Strategic Partnerships
Education
The George Washington University 1991 — 1993
MA, Elliot School of International Affairs
The Johns Hopkins University 1987 — 1991
BA, International Relations
American Cancer Society July 2015 - Present
Analytics Insight September 2009 - Present
Donordigital September 2009 - July 2015
Mundo Vino August 2010 - December 2012
Donordigital November 2006 - August 2009
Common Knowledge January 2006 - October 2006
Care2.com November 2004 - January 2006
Pacific Growth Equities June 2002 - June 2004
Deutsche Bank Securities May 1999 - June 2001
Skills
Web Analytics, Usability, Online Advertising, Project Management, Landing Page..., Financial Modeling, Equity Research Analysis, Business Strategy, Email Marketing, Strategic Communications, Fundraising, CRM, Management, Analytics, Marketing, Conversion Optimization, A/B testing, Digital Strategy, Strategic Partnerships
Education
The George Washington University 1991 — 1993
MA, Elliot School of International Affairs
The Johns Hopkins University 1987 — 1991
BA, International Relations
Charles Kiley Charles Kiley's Deutsche Bank Securities Experience June 1999 - July 2001
Job President
Industry Financial Services
Experience
Ledgewood Capital, Inc. December 2006 - Present
Self Employed Financial Services September 2001 - December 2006
Qtrade Financial Group April 2002 - September 2003
Deutsche Bank Securities June 1999 - July 2001
BT Alex. Brown Inc. October 1996 - June 1999
Bankers Trust International plc September 1994 - September 1996
Skills
Registered Investment..., Leadership, Board of Directors, Asset Management, Private Equity, Investment Banking, Due Diligence, Credit Analysis, Risk Management, Transaction Management, Fund Of Funds, Special Situations..., Fund Administration, Client Services, Strategy
Education
The George Washington University 1968 — 1973
Master of Business Administration (MBA), Finance, General
Villanova University 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government
Ledgewood Capital, Inc. December 2006 - Present
Self Employed Financial Services September 2001 - December 2006
Qtrade Financial Group April 2002 - September 2003
Deutsche Bank Securities June 1999 - July 2001
BT Alex. Brown Inc. October 1996 - June 1999
Bankers Trust International plc September 1994 - September 1996
Skills
Registered Investment..., Leadership, Board of Directors, Asset Management, Private Equity, Investment Banking, Due Diligence, Credit Analysis, Risk Management, Transaction Management, Fund Of Funds, Special Situations..., Fund Administration, Client Services, Strategy
Education
The George Washington University 1968 — 1973
Master of Business Administration (MBA), Finance, General
Villanova University 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government
Ben Beech's Deutsche Bank Securities Experience June 2014 - Present
Job Listed Options Analyst at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities June 2014 - Present
Aon Hewitt January 2013 - June 2014
Crossman & Company January 2014 - April 2014
Fimognari Financial May 2013 - August 2013
Skills
Financial Analysis, Individual Pension Plans, Employee Benefits, Data Analysis, Banking, Commercial Real Estate, Databases, Financial Services, Insurance, Customer Service, Investments, Leadership, Life Insurance, Management, Microsoft Office, Performance Management, Recruiting, Research, Risk Management, Wealth Management
Education
University of Central Florida 2010 — 2014
BSBA, Finance, General
Deutsche Bank Securities June 2014 - Present
Aon Hewitt January 2013 - June 2014
Crossman & Company January 2014 - April 2014
Fimognari Financial May 2013 - August 2013
Skills
Financial Analysis, Individual Pension Plans, Employee Benefits, Data Analysis, Banking, Commercial Real Estate, Databases, Financial Services, Insurance, Customer Service, Investments, Leadership, Life Insurance, Management, Microsoft Office, Performance Management, Recruiting, Research, Risk Management, Wealth Management
Education
University of Central Florida 2010 — 2014
BSBA, Finance, General
Rande S. Atcherson, PMP's Deutsche Bank Securities Experience March 2004 - September 2005
Job Proposal / Project Manager at ICMARC
Industry Financial Services
Experience
Hillcrest Children & Family Center January 2014 - Present
ICMA-RC May 2011 - Present
ICMA-RC October 2008 - May 2011
ICMA-RC September 2006 - May 2011
T. Rowe Price September 2005 - August 2006
Deutsche Bank Securities March 2004 - September 2005
MBNA September 2001 - March 2004
Skills
Financial Services, Mutual Funds, Management, Relationship Management, Retirement Planning, Marketing, FINRA, Asset Managment, Series 63, Series 6, 401k, Training, Process Improvement, Retirement, Event Planning, Project Management, Access, Insurance, Asset Management, Investments, Customer Service, IRAs
Education
Towson University 2005 — 2010
Business Administration, Marketing
Hillcrest Children & Family Center January 2014 - Present
ICMA-RC May 2011 - Present
ICMA-RC October 2008 - May 2011
ICMA-RC September 2006 - May 2011
T. Rowe Price September 2005 - August 2006
Deutsche Bank Securities March 2004 - September 2005
MBNA September 2001 - March 2004
Skills
Financial Services, Mutual Funds, Management, Relationship Management, Retirement Planning, Marketing, FINRA, Asset Managment, Series 63, Series 6, 401k, Training, Process Improvement, Retirement, Event Planning, Project Management, Access, Insurance, Asset Management, Investments, Customer Service, IRAs
Education
Towson University 2005 — 2010
Business Administration, Marketing
Barbara Gray Barbara Gray's Deutsche Bank Securities Experience 2000 - 2002
Job Analyst & Strategy Consultant, Brady Capital Research
Industry Financial Services
Experience
Brady Capital Research January 2011 - Present
Dixon Mitchell Investment Counsel 2012 - 2013
Odlum Brown Limited 2008 - 2010
Blackmont Capital 2003 - 2008
Deutsche Bank Securities 2000 - 2002
Scotia Capital Inc. 1999 - 2000
HSBC Securities 1996 - 1998
Equity Research Associates 1994 - 1996
Skills
Investments, Equity Research, Financial Modeling, Equities, Portfolio Management, Capital Markets, Asset Managment, Hedge Funds, Valuation, Investment Strategies, Financial Services, Strategy, Investment Management, Finance, Mergers & Acquisitions, Equity Valuation, Bloomberg, Corporate Finance, Economics, Fixed Income, Securities, Asset Management, Private Equity, Wealth Management
Education
Chartered Financial Analyst
CFA
The University of British Columbia 1989 — 1993
Bachelor of Commerce, Finance
Brady Capital Research January 2011 - Present
Dixon Mitchell Investment Counsel 2012 - 2013
Odlum Brown Limited 2008 - 2010
Blackmont Capital 2003 - 2008
Deutsche Bank Securities 2000 - 2002
Scotia Capital Inc. 1999 - 2000
HSBC Securities 1996 - 1998
Equity Research Associates 1994 - 1996
Skills
Investments, Equity Research, Financial Modeling, Equities, Portfolio Management, Capital Markets, Asset Managment, Hedge Funds, Valuation, Investment Strategies, Financial Services, Strategy, Investment Management, Finance, Mergers & Acquisitions, Equity Valuation, Bloomberg, Corporate Finance, Economics, Fixed Income, Securities, Asset Management, Private Equity, Wealth Management
Education
Chartered Financial Analyst
CFA
The University of British Columbia 1989 — 1993
Bachelor of Commerce, Finance
Aly Goldberg's Deutsche Bank Securities Experience 2000 - 2001
Job Education Facilitator
Industry Education Management
Experience
Eximius Academy January 2011 - Present
First Lego League August 2013 - January 2014
Project Warm 2008 - June 2013
JFCS 2003 - 2007
Deutsche Bank Securities 2000 - 2001
Cap Gemini Sogeti 1997 - 2000
Richard Flagel Realty 1993 - 1996
Skills
Non-profits, Event Planning, Fundraising, Teaching, Public Relations, Coaching, Program Management, Community Outreach, Program Development, Grant Writing, Public Speaking, Volunteer Management, Event Management, Social Media, Advertising, Editing, Research, Management, Marketing, Strategic Planning, Microsoft Office, Community Development, Staff Development, Microsoft Word, Grants, Nonprofits, Project Management, Proposal Writing, Workshop Facilitation
Education
Ohio Division of Real Estate
License to Engage in Real Estate
The Ohio State University 1988 — 1992
Bachelor's degree, Journalism and Minor in Japanese
Eximius Academy January 2011 - Present
First Lego League August 2013 - January 2014
Project Warm 2008 - June 2013
JFCS 2003 - 2007
Deutsche Bank Securities 2000 - 2001
Cap Gemini Sogeti 1997 - 2000
Richard Flagel Realty 1993 - 1996
Skills
Non-profits, Event Planning, Fundraising, Teaching, Public Relations, Coaching, Program Management, Community Outreach, Program Development, Grant Writing, Public Speaking, Volunteer Management, Event Management, Social Media, Advertising, Editing, Research, Management, Marketing, Strategic Planning, Microsoft Office, Community Development, Staff Development, Microsoft Word, Grants, Nonprofits, Project Management, Proposal Writing, Workshop Facilitation
Education
Ohio Division of Real Estate
License to Engage in Real Estate
The Ohio State University 1988 — 1992
Bachelor's degree, Journalism and Minor in Japanese
Thomas McCandless, CFA Thomas McCandless, CFA's Deutsche Bank Securities Experience 2003 - 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
TDM Investment Services 2006 - 2009
Deutsche Bank Securities 2003 - 2005
Keefe, Bruyette & Woods 2001 - 2003
CIBC World Markets 1998 - 2001
NatWest Markets 1996 - 1997
Paine Webber 1993 - 1995
Goldman Sachs 1989 - 1993
Education
University of North Texas 1981 — 1982
MBA, Finance, Economics
Texas Wesleyan University 1978 — 1980
BBA, Management, Economics
Ameriprise Financial Services, Inc. June 2009 - Present
TDM Investment Services 2006 - 2009
Deutsche Bank Securities 2003 - 2005
Keefe, Bruyette & Woods 2001 - 2003
CIBC World Markets 1998 - 2001
NatWest Markets 1996 - 1997
Paine Webber 1993 - 1995
Goldman Sachs 1989 - 1993
Education
University of North Texas 1981 — 1982
MBA, Finance, Economics
Texas Wesleyan University 1978 — 1980
BBA, Management, Economics
Ed Slapansky's Deutsche Bank Securities Experience 2006 - 2006
Job Investment Analyst at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management May 2013 - Present
The Blackstone Group July 2007 - May 2013
Deutsche Bank Securities 2006 - 2006
Huron Consulting Group January 2003 - June 2005
Houlihan Capital 1999 - 2002
Morgan Stanley Smith Barney 1997 - 1998
Skills
LBO, Mergers, Divestitures, Credit, Finance, Corporate Actions, High Yield, Mutual Funds, Private Equity, Valuation, Investment Banking, Due Diligence, Capital Markets, Hedge Funds, Asset Managment, Restructuring, Debt Restructuring, Restructures, Chapter 11, Liquidation, Distressed Debt, Distressed Bonds, Value Investing, Deep Value Investing, Special Situations..., Distressed M&A, Principal Investing, Special Situations, High Yield Bonds, Event Driven
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 1998
BS
Glenbard South 1991 — 1994
High School
Benet Academy 1990 — 1991
Visium Asset Management May 2013 - Present
The Blackstone Group July 2007 - May 2013
Deutsche Bank Securities 2006 - 2006
Huron Consulting Group January 2003 - June 2005
Houlihan Capital 1999 - 2002
Morgan Stanley Smith Barney 1997 - 1998
Skills
LBO, Mergers, Divestitures, Credit, Finance, Corporate Actions, High Yield, Mutual Funds, Private Equity, Valuation, Investment Banking, Due Diligence, Capital Markets, Hedge Funds, Asset Managment, Restructuring, Debt Restructuring, Restructures, Chapter 11, Liquidation, Distressed Debt, Distressed Bonds, Value Investing, Deep Value Investing, Special Situations..., Distressed M&A, Principal Investing, Special Situations, High Yield Bonds, Event Driven
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 1998
BS
Glenbard South 1991 — 1994
High School
Benet Academy 1990 — 1991
Adam Krippel Adam Krippel's Deutsche Bank Securities Experience 2014 - Present
Job AnalystCCM
Industry Financial Services
Experience
Deutsche Bank Securities 2014 - Present
Deutsche Bank 2013 - 2014
Moritz College of Law 2010 - 2011
Skills
Equities, Equity Trading, Proprietary Trading, Bloomberg, Series 56, Derivatives, Volatility, Portfolio Management, Morningstar
Education
The Ohio State University Moritz College of Law 2008 — 2011
JD, Banking, Corporate, Finance, and Securities Law
University of Colorado at Boulder
Bachelor of Arts (BA), Economics
Deutsche Bank Securities 2014 - Present
Deutsche Bank 2013 - 2014
Moritz College of Law 2010 - 2011
Skills
Equities, Equity Trading, Proprietary Trading, Bloomberg, Series 56, Derivatives, Volatility, Portfolio Management, Morningstar
Education
The Ohio State University Moritz College of Law 2008 — 2011
JD, Banking, Corporate, Finance, and Securities Law
University of Colorado at Boulder
Bachelor of Arts (BA), Economics
Armando Armenta's Deutsche Bank Securities Experience September 2013 - August 2015
Job Vice President
Industry Financial Services
Experience
BlackRock August 2015 - Present
Deutsche Bank Securities September 2013 - August 2015
Invesco August 2012 - August 2013
University of Maryland August 2007 - 2012
International Monetary Fund June 2011 - September 2011
Interamerican Development Bank June 2010 - August 2010
Skills
Research, Stata, Economics, Microsoft Office, SPSS, Statistics, Matlab, Excel, English, Econometrics, Analysis, Economic Research, Emerging Markets, Macroeconomics
Education
University of Maryland College Park 2007 — 2012
Phd, Economics
University of Maryland College Park 2007 — 2009
M.A, Economics
Universidad de Los Andes 2003 — 2005
MA, Economics
Universidad de Los Andes 1999 — 2003
B.A, Economics
BlackRock August 2015 - Present
Deutsche Bank Securities September 2013 - August 2015
Invesco August 2012 - August 2013
University of Maryland August 2007 - 2012
International Monetary Fund June 2011 - September 2011
Interamerican Development Bank June 2010 - August 2010
Skills
Research, Stata, Economics, Microsoft Office, SPSS, Statistics, Matlab, Excel, English, Econometrics, Analysis, Economic Research, Emerging Markets, Macroeconomics
Education
University of Maryland College Park 2007 — 2012
Phd, Economics
University of Maryland College Park 2007 — 2009
M.A, Economics
Universidad de Los Andes 2003 — 2005
MA, Economics
Universidad de Los Andes 1999 — 2003
B.A, Economics
Jonathan Arnold Jonathan Arnold's Deutsche Bank Securities Experience September 2010 - Present
Job Managing Director at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities September 2010 - Present
Merrill Lynch November 1999 - September 2010
Santander Investment 1997 - 1999
J.P. Morgan 1996 - 1997
J.P. Morgan 1994 - 1996
S.G. Warburg Securities 1991 - 1994
Skills
Equities, Emerging Markets, Power Utilities, Electricity, Research
Education
University of Cambridge 1988 — 1991
Bachelor of Arts (B.A.), Modern Languages and History of Art, II.i
Deutsche Bank Securities September 2010 - Present
Merrill Lynch November 1999 - September 2010
Santander Investment 1997 - 1999
J.P. Morgan 1996 - 1997
J.P. Morgan 1994 - 1996
S.G. Warburg Securities 1991 - 1994
Skills
Equities, Emerging Markets, Power Utilities, Electricity, Research
Education
University of Cambridge 1988 — 1991
Bachelor of Arts (B.A.), Modern Languages and History of Art, II.i
Iris Luo Iris Luo's Deutsche Bank Securities Experience July 2010 - December 2012
Job M&A Finance Associate at Union Bank
Industry Capital Markets
Experience
Union Bank 2015 - Present
Warner Music Group December 2012 - October 2014
Deutsche Bank Securities July 2010 - December 2012
JPMorgan Chase & Co. May 2008 - September 2008
Bear Stearns June 2007 - August 2007
IBM June 2006 - May 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Business Valuation, Mergers, Valuation, Due Diligence, Equities, VBA, Derivatives, Bloomberg, Capital Markets, Equity Research, Mergers, Corporate Development, Mergers & Acquisitions, Fixed Income, M&A experience, Financial Analysis, Private Equity, Data Analysis, Investments, Finance, Economics
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Businss administration, Statistics, 3.75
Hwa Chong Institution 2003 — 2004
GCE A Level
Union Bank 2015 - Present
Warner Music Group December 2012 - October 2014
Deutsche Bank Securities July 2010 - December 2012
JPMorgan Chase & Co. May 2008 - September 2008
Bear Stearns June 2007 - August 2007
IBM June 2006 - May 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Business Valuation, Mergers, Valuation, Due Diligence, Equities, VBA, Derivatives, Bloomberg, Capital Markets, Equity Research, Mergers, Corporate Development, Mergers & Acquisitions, Fixed Income, M&A experience, Financial Analysis, Private Equity, Data Analysis, Investments, Finance, Economics
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Businss administration, Statistics, 3.75
Hwa Chong Institution 2003 — 2004
GCE A Level
Christoph Haltiner Christoph Haltiner's Deutsche Bank Securities Experience July 2010 - June 2011
Job Analyst at BlueMountain Capital Management
Industry Investment Management
Experience
BlueMountain Capital Management August 2013 - Present
Deutsche Bank Securities July 2010 - June 2011
Deutsche Bank AG September 2007 - June 2010
PricewaterhouseCoopers Switzerland July 2006 - September 2006
hc.solution AG February 2001 - September 2003
Swiss Army February 2003 - May 2003
Skills
Valuation, Economics, Financial Modeling, FX Options, Bloomberg, Risk Management, Hedge Funds, Finance, Derivatives, Fixed Income, Econometrics, Market Risk
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA with Honors
University of Oxford 2003 — 2007
Master of Mathematics and Philosophy, First Class Honors
KS Im Lee 1998 — 2002
KS Rychenberg 1996 — 1998
BlueMountain Capital Management August 2013 - Present
Deutsche Bank Securities July 2010 - June 2011
Deutsche Bank AG September 2007 - June 2010
PricewaterhouseCoopers Switzerland July 2006 - September 2006
hc.solution AG February 2001 - September 2003
Swiss Army February 2003 - May 2003
Skills
Valuation, Economics, Financial Modeling, FX Options, Bloomberg, Risk Management, Hedge Funds, Finance, Derivatives, Fixed Income, Econometrics, Market Risk
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA with Honors
University of Oxford 2003 — 2007
Master of Mathematics and Philosophy, First Class Honors
KS Im Lee 1998 — 2002
KS Rychenberg 1996 — 1998
Chris Ritten Chris Ritten's Deutsche Bank Securities Experience March 2003 - June 2007
Job President at Julius Capital Partners
Industry Fund-Raising
Experience
Julius Capital Partners May 2014 - Present
Saint Thomas Academy June 2009 - January 2014
San Miguel Schools Chicago March 2008 - January 2009
Deutsche Bank Securities March 2003 - June 2007
Morgan Stanley October 1991 - March 2003
Skills
Public Speaking, Event Planning, Non-profits, Fixed Income, Fundraising, Philanthropy, Bonds, Strategic Planning, Series 7, Research, Leadership, Alumni Relations, Nonprofits, Stewardship, Volunteer Management, Planned Giving, Annual Giving, Community Outreach, Strategy, Finance, Management, Marketing
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, Finance, German
University of Notre Dame 1980 — 1984
Bachelor of Arts, English, Business, German
Saint Thomas Academy 1976 — 1980
Julius Capital Partners May 2014 - Present
Saint Thomas Academy June 2009 - January 2014
San Miguel Schools Chicago March 2008 - January 2009
Deutsche Bank Securities March 2003 - June 2007
Morgan Stanley October 1991 - March 2003
Skills
Public Speaking, Event Planning, Non-profits, Fixed Income, Fundraising, Philanthropy, Bonds, Strategic Planning, Series 7, Research, Leadership, Alumni Relations, Nonprofits, Stewardship, Volunteer Management, Planned Giving, Annual Giving, Community Outreach, Strategy, Finance, Management, Marketing
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, Finance, German
University of Notre Dame 1980 — 1984
Bachelor of Arts, English, Business, German
Saint Thomas Academy 1976 — 1980
Jane Collins's Deutsche Bank Securities Experience March 1999 - December 2002
Job Mid Atlantic Sales Specialist, Antech Imaging Services
Industry Pharmaceuticals
Experience
Antech Imaging Services November 2014 - Present
MWI Veterinary Supply October 2013 - October 2014
Ceva Animal Health March 2012 - September 2013
Merck/Schering-Plough Pharmaceuticals 2007 - 2012
Wachovia Securities Financial Network 2003 - 2006
Deutsche Bank Securities March 1999 - December 2002
Ernst & Young 1994 - 1999
Skills
Sales Management, New Business Development, Negotiation, Sales, Forecasting, Relationship Management, Competitive Analysis, Business Development, Account Management, Business Planning, Performance Management, Vaccines, Customer Service, Inventory Management, Human Resources, Salesforce.com, Product Launch, Key Account Management, Management, Market Planning, Pharmaceutical Industry, Pharmaceutical Sales, Sales Effectiveness, Sales Force Development, Sales Operations, Selling, Medical Devices, Selling Skills, Sales Process, Cold Calling, Capital Equipment, Team Building, Training, B2B, Infectious Diseases, Business Strategy, Recruiting, Hiring, Time Management, Veterinary Medicine, Marketing, Animal Nutrition, Client Education, Animal Welfare, Retail, Anesthesia, Pharmaceutics
Education
The Johns Hopkins University 2002 — 2004
BS, Business & Management
The Community College of Baltimore County 1994 — 1999
Associate of Arts (A.A.), General Studies
Antech Imaging Services November 2014 - Present
MWI Veterinary Supply October 2013 - October 2014
Ceva Animal Health March 2012 - September 2013
Merck/Schering-Plough Pharmaceuticals 2007 - 2012
Wachovia Securities Financial Network 2003 - 2006
Deutsche Bank Securities March 1999 - December 2002
Ernst & Young 1994 - 1999
Skills
Sales Management, New Business Development, Negotiation, Sales, Forecasting, Relationship Management, Competitive Analysis, Business Development, Account Management, Business Planning, Performance Management, Vaccines, Customer Service, Inventory Management, Human Resources, Salesforce.com, Product Launch, Key Account Management, Management, Market Planning, Pharmaceutical Industry, Pharmaceutical Sales, Sales Effectiveness, Sales Force Development, Sales Operations, Selling, Medical Devices, Selling Skills, Sales Process, Cold Calling, Capital Equipment, Team Building, Training, B2B, Infectious Diseases, Business Strategy, Recruiting, Hiring, Time Management, Veterinary Medicine, Marketing, Animal Nutrition, Client Education, Animal Welfare, Retail, Anesthesia, Pharmaceutics
Education
The Johns Hopkins University 2002 — 2004
BS, Business & Management
The Community College of Baltimore County 1994 — 1999
Associate of Arts (A.A.), General Studies
Mayank Bhandari Mayank Bhandari's Deutsche Bank Securities Experience June 2011 - Present
Job Founder at BoldCanvas
Industry Investment Banking
Experience
BoldCanvas December 2014 - Present
Deutsche Bank Securities June 2011 - Present
Skills
Financial Modeling, Valuation, Mergers, Equities, Investment Banking, Corporate Finance, Financial Analysis, Debt, DCF, Capital Structure, LBO, Equity Valuation, M&A experience, Capital IQ, Private Placements, Business Valuation, Equity Research, Corporate Development, Capital Markets
Education
University of California, Los Angeles
BA, Business Economics
BoldCanvas December 2014 - Present
Deutsche Bank Securities June 2011 - Present
Skills
Financial Modeling, Valuation, Mergers, Equities, Investment Banking, Corporate Finance, Financial Analysis, Debt, DCF, Capital Structure, LBO, Equity Valuation, M&A experience, Capital IQ, Private Placements, Business Valuation, Equity Research, Corporate Development, Capital Markets
Education
University of California, Los Angeles
BA, Business Economics
Ahmed Dessouky Ahmed Dessouky's Deutsche Bank Securities Experience July 2013 - July 2015
Job Investment Banking Real Estate, Gaming, Lodging & Leisure at Deutsche Bank Securities Inc.
Industry Investment Banking
Experience
Deutsche Bank Securities July 2013 - July 2015
Deutsche Bank Securities July 2011 - June 2013
Skills
Valuation, Private Equity, LBO, Investment Banking, Financial Modeling, Capital Markets, Investments, Bloomberg, Due Diligence, Finance, Equities, Corporate Finance, Financial Analysis
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Virginia, McIntire School of Commerce
Bachelor of Science (BSc), Finance
Deutsche Bank Securities July 2013 - July 2015
Deutsche Bank Securities July 2011 - June 2013
Skills
Valuation, Private Equity, LBO, Investment Banking, Financial Modeling, Capital Markets, Investments, Bloomberg, Due Diligence, Finance, Equities, Corporate Finance, Financial Analysis
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Virginia, McIntire School of Commerce
Bachelor of Science (BSc), Finance
Ted Olson Ted Olson's Deutsche Bank Securities Experience March 2000 - August 2002
Job Director Technology Banking at MUFG
Industry Banking
Experience
MUFG Americas June 2012 - Present
HSBC July 2011 - June 2012
Citi June 2003 - July 2011
Deutsche Bank Securities March 2000 - August 2002
Skills
Capital Markets, Credit Risk, Structured Finance, Commercial Banking, ABS, Investment Banking, Leveraged Finance, Credit Analysis, Derivatives, Valuation, Financial Modeling, Corporate Finance, Foreign Exchange, Relationship Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of California, Irvine 1994 — 1998
B.A., Economics
MUFG Americas June 2012 - Present
HSBC July 2011 - June 2012
Citi June 2003 - July 2011
Deutsche Bank Securities March 2000 - August 2002
Skills
Capital Markets, Credit Risk, Structured Finance, Commercial Banking, ABS, Investment Banking, Leveraged Finance, Credit Analysis, Derivatives, Valuation, Financial Modeling, Corporate Finance, Foreign Exchange, Relationship Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of California, Irvine 1994 — 1998
B.A., Economics
Miguel Hunter Miguel Hunter's Deutsche Bank Securities Experience July 2015 - Present
Job Associate at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities July 2015 - Present
Deutsche Bank Securities June 2014 - August 2014
PRICEWATERHOUSECOOPERS ADVISORY LLC September 2008 - July 2013
PwC September 2008 - December 2010
PACIFIC GAS & ELECTRIC COMPANY June 2007 - August 2007
Skills
Acquisition Integration, Student Recruitment, Risk Management, Performance Improvement, Analysis, Student Recruiting, Strategic Planning, Accounting, Process Improvement, Portfolio Management, Financial Services, Banking, Financial Modeling
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2004 — 2008
BA, Economics
Deutsche Bank Securities July 2015 - Present
Deutsche Bank Securities June 2014 - August 2014
PRICEWATERHOUSECOOPERS ADVISORY LLC September 2008 - July 2013
PwC September 2008 - December 2010
PACIFIC GAS & ELECTRIC COMPANY June 2007 - August 2007
Skills
Acquisition Integration, Student Recruitment, Risk Management, Performance Improvement, Analysis, Student Recruiting, Strategic Planning, Accounting, Process Improvement, Portfolio Management, Financial Services, Banking, Financial Modeling
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2004 — 2008
BA, Economics
kamal malik's Deutsche Bank Securities Experience February 2004 - January 2006
Job Investment Consultant
Industry Investment Banking
Experience
Investment Bank June 2008 - Present
Deutsche Bank Securities February 2004 - January 2006
Bank of England January 2000 - January 2003
Skills
Cooking, looking good, Dressing, Valuation, Investments, Economics, Emerging Markets, Bloomberg, Financial Markets, Econometrics, Equities, Financial Analysis, Credit Analysis, Risk Management, Trading, 401k Rollovers, International Sales, Prime Brokerage, Hedge Funds, Traders, Day Trading, Brokers, Investment Portfolio..., Mortgage Lending, Loan Portfolio Analysis, Food & Beverage, Asset Based Lending, Securities Lending, Financial Modeling, Institutional Sales, Credit Unions, CDS, Agency MBS, Ferrari
Education
LSE 1998 — 2001
Economics, Mathematical economics
Westminster University
economics, Investments and Securities
Investment Bank June 2008 - Present
Deutsche Bank Securities February 2004 - January 2006
Bank of England January 2000 - January 2003
Skills
Cooking, looking good, Dressing, Valuation, Investments, Economics, Emerging Markets, Bloomberg, Financial Markets, Econometrics, Equities, Financial Analysis, Credit Analysis, Risk Management, Trading, 401k Rollovers, International Sales, Prime Brokerage, Hedge Funds, Traders, Day Trading, Brokers, Investment Portfolio..., Mortgage Lending, Loan Portfolio Analysis, Food & Beverage, Asset Based Lending, Securities Lending, Financial Modeling, Institutional Sales, Credit Unions, CDS, Agency MBS, Ferrari
Education
LSE 1998 — 2001
Economics, Mathematical economics
Westminster University
economics, Investments and Securities
Brian Grady Brian Grady's Deutsche Bank Securities Experience May 2011 - January 2012
Job Lead Video Producer, Google
Industry Media Production
Experience
Google May 2013 - Present
Independent Design and Content Development 2005 - April 2015
Deutsche Bank Securities May 2011 - January 2012
Morgan Stanley January 2003 - July 2008
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Morgan Stanley January 1996 - January 1998
Skills
Video, Production, Multimedia, Editorial, Content Creation, Digital Media, Content Development, Social Networking, Media Production, New Media, Content Strategy, Video Production, Film, Creative Direction, Corporate Communications, Product Management, Digital Marketing, Publishing, Strategy, Marketing, Entertainment, Editing, Documentaries, Management, Producing, Leadership
Education
University of Bridgeport 1980 — 1984
BFA, Fine Arts; Painting, Film Making
Google May 2013 - Present
Independent Design and Content Development 2005 - April 2015
Deutsche Bank Securities May 2011 - January 2012
Morgan Stanley January 2003 - July 2008
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Morgan Stanley January 1996 - January 1998
Skills
Video, Production, Multimedia, Editorial, Content Creation, Digital Media, Content Development, Social Networking, Media Production, New Media, Content Strategy, Video Production, Film, Creative Direction, Corporate Communications, Product Management, Digital Marketing, Publishing, Strategy, Marketing, Entertainment, Editing, Documentaries, Management, Producing, Leadership
Education
University of Bridgeport 1980 — 1984
BFA, Fine Arts; Painting, Film Making
Catalina Castillo Catalina Castillo's Deutsche Bank Securities Experience June 2014 - Present
Job Associate Global trade Business
Industry Investment Banking
Experience
Deutsche Bank Securities June 2014 - Present
Georgia-Pacific LLC June 2013 - May 2014
Deutsche Bank July 2008 - April 2013
Skills
Foreign Languages, SAP, Corporate Finance, Leadership, Training, Team Management, Corporate Actions, Banking, DTC, Bloomberg, Securities Lending, Prime Brokerage, Investment Banking, Financial Services, Equities, Management, Microsoft Office, Fixed Income, Customer Service, Financial Analysis, Finance, Derivatives
Education
Nova Southeastern University 2014 — 2015
Master of Business Administration (MBA), Global Management
University of North Florida 2005 — 2007
Bachelor's degree, Int. Business & Finances
Tyler Junior College 2003 — 2005
Associate's degree, Economics
Deutsche Bank Securities June 2014 - Present
Georgia-Pacific LLC June 2013 - May 2014
Deutsche Bank July 2008 - April 2013
Skills
Foreign Languages, SAP, Corporate Finance, Leadership, Training, Team Management, Corporate Actions, Banking, DTC, Bloomberg, Securities Lending, Prime Brokerage, Investment Banking, Financial Services, Equities, Management, Microsoft Office, Fixed Income, Customer Service, Financial Analysis, Finance, Derivatives
Education
Nova Southeastern University 2014 — 2015
Master of Business Administration (MBA), Global Management
University of North Florida 2005 — 2007
Bachelor's degree, Int. Business & Finances
Tyler Junior College 2003 — 2005
Associate's degree, Economics
Kevin Moore, CFA, CMT Kevin Moore, CFA, CMT's Deutsche Bank Securities Experience July 1994 - October 1999
Job Director, Master of Science in Finance (MSF) Program, Executive Professor
Industry Financial Services
Experience
Texas A&M University June 2014 - Present
K.M. Moore Co., LLC May 2006 - Present
Texas A&M University August 2013 - May 2014
Robert H. Smith School of Business September 2011 - December 2012
Wachovia Securities October 2004 - May 2006
Maryland Army National Guard 2001 - 2005
US Army March 2003 - 2003
e4e Inc 2000 - 2003
Deutsche Bank Securities July 1994 - October 1999
Deloitte Consulting 1990 - July 1994
Skills
Equity Research, Portfolio Management, Investments, Technical Analysis, Alternative Investments, Investment Strategies, Management, Capital Markets, Management Consulting, Analysis, Long/Short Equity, Military Experience, Artificial Intelligence, Financial Modeling, Mentoring
Education
The Johns Hopkins University 2009 — 2013
MS, Computer Science
London School of Economics and Political Science 1999 — 2000
Msc with Merit, Economic History
University of Pennsylvania - The Wharton School 1992 — 1994
Executive MBA
University of Pennsylvania - The Moore School 1982 — 1986
BS, Electrical Engineering
The Stony Brook School 1978 — 1982
Diploma with High Honors, College/University Prep
Texas A&M University June 2014 - Present
K.M. Moore Co., LLC May 2006 - Present
Texas A&M University August 2013 - May 2014
Robert H. Smith School of Business September 2011 - December 2012
Wachovia Securities October 2004 - May 2006
Maryland Army National Guard 2001 - 2005
US Army March 2003 - 2003
e4e Inc 2000 - 2003
Deutsche Bank Securities July 1994 - October 1999
Deloitte Consulting 1990 - July 1994
Skills
Equity Research, Portfolio Management, Investments, Technical Analysis, Alternative Investments, Investment Strategies, Management, Capital Markets, Management Consulting, Analysis, Long/Short Equity, Military Experience, Artificial Intelligence, Financial Modeling, Mentoring
Education
The Johns Hopkins University 2009 — 2013
MS, Computer Science
London School of Economics and Political Science 1999 — 2000
Msc with Merit, Economic History
University of Pennsylvania - The Wharton School 1992 — 1994
Executive MBA
University of Pennsylvania - The Moore School 1982 — 1986
BS, Electrical Engineering
The Stony Brook School 1978 — 1982
Diploma with High Honors, College/University Prep
Herson Suindah's Deutsche Bank Securities Experience May 2010 - December 2012
Job Managing Director at Zelman & Associates
Industry Investment Banking
Experience
Zelman & Associates February 2013 - Present
Deutsche Bank Securities May 2010 - December 2012
Merrill Lynch & Co. August 2006 - April 2010
Skills
Financial Analysis, Private Equity, Investment Banking, Financial Modeling, Fixed Income, Capital Markets, Due Diligence, Valuation, Corporate Finance, Equities, Hedge Funds, Mergers & Acquisitions, LBO, Finance, Investments, Business Strategy, Corporate Development, Venture Capital, Portfolio Management, Emerging Markets, Management, Strategy, Asset Management, Financial Structuring
Education
The University of Chicago Booth School of Business 2004 — 2006
Zelman & Associates February 2013 - Present
Deutsche Bank Securities May 2010 - December 2012
Merrill Lynch & Co. August 2006 - April 2010
Skills
Financial Analysis, Private Equity, Investment Banking, Financial Modeling, Fixed Income, Capital Markets, Due Diligence, Valuation, Corporate Finance, Equities, Hedge Funds, Mergers & Acquisitions, LBO, Finance, Investments, Business Strategy, Corporate Development, Venture Capital, Portfolio Management, Emerging Markets, Management, Strategy, Asset Management, Financial Structuring
Education
The University of Chicago Booth School of Business 2004 — 2006
Azeem Haider Azeem Haider's Deutsche Bank Securities Experience June 2012 - Present
Job Associate Director at DFG Investment Advisers
Industry Investment Management
Experience
DFG Investment Advisers October 2014 - Present
Deutsche Bank Securities June 2012 - Present
Deutsche Bank Securities June 2010 - June 2012
Deutsche Bank London October 2009 - June 2010
Deutsche Bank Securities June 2009 - August 2009
Skills
Fixed Income, Mergers, Risk Management, Investment Banking, Valuation, Financial Modeling, Emerging Markets, Public Speaking, Securities Lending, Credit Analysis, Equity Derivatives, Credit Derivatives, Business Acquisition..., Trading, Mergers & Acquisitions, High Yield, Portfolio Management, Capital Markets, Corporate Finance, Financial Analysis, Derivatives
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Accounting
Foundation Public School
Foundation Public School
DFG Investment Advisers October 2014 - Present
Deutsche Bank Securities June 2012 - Present
Deutsche Bank Securities June 2010 - June 2012
Deutsche Bank London October 2009 - June 2010
Deutsche Bank Securities June 2009 - August 2009
Skills
Fixed Income, Mergers, Risk Management, Investment Banking, Valuation, Financial Modeling, Emerging Markets, Public Speaking, Securities Lending, Credit Analysis, Equity Derivatives, Credit Derivatives, Business Acquisition..., Trading, Mergers & Acquisitions, High Yield, Portfolio Management, Capital Markets, Corporate Finance, Financial Analysis, Derivatives
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Accounting
Foundation Public School
Foundation Public School
Zachary Perry Zachary Perry's Deutsche Bank Securities Experience February 2007 - April 2012
Job Managing Partner at Claremont Square
Industry Investment Management
Experience
Claremont Square Capital Partners January 2015 - Present
Infamous Brewing Co May 2012 - December 2014
Deutsche Bank Securities February 2007 - April 2012
Deutsche Bank AG, London January 2004 - February 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Strategic Planning, Fundraising, Financial Analysis, Sales, Business Strategy, Financial Modeling, Management, New Business Development, Marketing, Marketing Strategy, Leadership, Strategy
Education
Trinity College-Hartford 1999 — 2003
BA, Economics
Claremont Square Capital Partners January 2015 - Present
Infamous Brewing Co May 2012 - December 2014
Deutsche Bank Securities February 2007 - April 2012
Deutsche Bank AG, London January 2004 - February 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Strategic Planning, Fundraising, Financial Analysis, Sales, Business Strategy, Financial Modeling, Management, New Business Development, Marketing, Marketing Strategy, Leadership, Strategy
Education
Trinity College-Hartford 1999 — 2003
BA, Economics
Susan Liu Susan Liu's Deutsche Bank Securities Experience July 2010 - July 2012
Job Senior Associate at Scale Venture Partners
Industry Banking
Experience
Scale Venture Partners August 2012 - Present
Deutsche Bank Securities July 2010 - July 2012
Cowen and Company June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Economics, Market Research, Industry Analysis, Financial Markets, Venture Capital, Start-ups, Corporate Finance, Investments, Due Diligence, Investment Banking
Education
University of California, Berkeley
BA, Economics
Scale Venture Partners August 2012 - Present
Deutsche Bank Securities July 2010 - July 2012
Cowen and Company June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Economics, Market Research, Industry Analysis, Financial Markets, Venture Capital, Start-ups, Corporate Finance, Investments, Due Diligence, Investment Banking
Education
University of California, Berkeley
BA, Economics
Ryan Kang Ryan Kang's Deutsche Bank Securities Experience June 2014 - August 2014
Job Incoming Consultant at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman November 2014 - Present
Censord January 2015 - June 2015
Berkeley Consulting January 2014 - June 2015
Deutsche Bank Securities June 2014 - August 2014
RyanAppDevelopment August 2013 - October 2013
Associated Students of the University of California August 2012 - August 2013
Commercial Student Services Board August 2012 - August 2013
Skills
Political Campaigns, Microsoft Office, Event Planning, Public Policy, Community Outreach, Public Speaking, Event Management, Research, Management, Fundraising, Microsoft Excel, Nonprofits, Social Media, Public Relations, Social Media Marketing, Marketing, Policy
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Oliver Wyman November 2014 - Present
Censord January 2015 - June 2015
Berkeley Consulting January 2014 - June 2015
Deutsche Bank Securities June 2014 - August 2014
RyanAppDevelopment August 2013 - October 2013
Associated Students of the University of California August 2012 - August 2013
Commercial Student Services Board August 2012 - August 2013
Skills
Political Campaigns, Microsoft Office, Event Planning, Public Policy, Community Outreach, Public Speaking, Event Management, Research, Management, Fundraising, Microsoft Excel, Nonprofits, Social Media, Public Relations, Social Media Marketing, Marketing, Policy
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Leila Shahrokhi's Deutsche Bank Securities Experience December 2006 - Present
Job Deutsche Bank Securities
Industry Investment Banking
Experience
CaféAuLei Photography October 2010 - Present
Deutsche Bank Securities December 2006 - Present
Wells Fargo Home Mortgage 2004 - 2005
Northwest Fiancial & Real Estate Network 2003 - 2004
Chase Bank 1999 - 2002
Skills
Investment Banking, Financial Modeling, Valuation, Photography, Finance, Capital Markets, Business Analysis, Equities, Microsoft Office, Loans, Mergers & Acquisitions, Investments
Education
University of California, Berkeley 2000 — 2003
B.A., English Maj/Spanish Min
CaféAuLei Photography October 2010 - Present
Deutsche Bank Securities December 2006 - Present
Wells Fargo Home Mortgage 2004 - 2005
Northwest Fiancial & Real Estate Network 2003 - 2004
Chase Bank 1999 - 2002
Skills
Investment Banking, Financial Modeling, Valuation, Photography, Finance, Capital Markets, Business Analysis, Equities, Microsoft Office, Loans, Mergers & Acquisitions, Investments
Education
University of California, Berkeley 2000 — 2003
B.A., English Maj/Spanish Min
Edward Fisher Edward Fisher's Deutsche Bank Securities Experience June 2012 - July 2014
Job Associate at Ares Management
Industry Investment Management
Experience
Ares Management July 2014 - Present
Deutsche Bank Securities June 2012 - July 2014
Wilbanks Fisher Reid LLC January 2011 - June 2012
Avondale Partners January 2012 - May 2012
Owen Graduate School of Management July 2011 - May 2012
Morgan Keegan December 2010 - June 2011
Skills
Financial Modeling, Valuation, LBO, Investments, Investment Banking, Equity Research, Portfolio Management, Corporate Finance, Financial Analysis, Options, Asset Management, Credit Analysis, Leveraged Finance, DCF Valuation, Financial Statement..., Derivative Valuation, Merger Modeling, Bloomberg Terminal, Equities, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science in Finance, Finance
University of Alabama 2008 — 2011
BS: CB&A, Finance, Economics. spc: Investment Management, GPA 3.88 Top 5%
Ares Management July 2014 - Present
Deutsche Bank Securities June 2012 - July 2014
Wilbanks Fisher Reid LLC January 2011 - June 2012
Avondale Partners January 2012 - May 2012
Owen Graduate School of Management July 2011 - May 2012
Morgan Keegan December 2010 - June 2011
Skills
Financial Modeling, Valuation, LBO, Investments, Investment Banking, Equity Research, Portfolio Management, Corporate Finance, Financial Analysis, Options, Asset Management, Credit Analysis, Leveraged Finance, DCF Valuation, Financial Statement..., Derivative Valuation, Merger Modeling, Bloomberg Terminal, Equities, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science in Finance, Finance
University of Alabama 2008 — 2011
BS: CB&A, Finance, Economics. spc: Investment Management, GPA 3.88 Top 5%
Ricardo Urquidi Ricardo Urquidi's Deutsche Bank Securities Experience March 2004 - June 2009
Job International Fixed Income Operations at RBC
Industry Financial Services
Experience
RBC June 2010 - Present
Deutsche Bank Securities March 2004 - June 2009
Cantor Fitzgerald December 2000 - January 2004
Barclays Capital May 1999 - December 2000
JPMorgan May 1996 - May 1999
Citi December 1992 - May 1996
Skills
Microsoft Excel, Fixed Income, Equities, Corporate Actions
Education
Universidad Mayor de San Andrés
Assoc, Industrial Engineering
RBC June 2010 - Present
Deutsche Bank Securities March 2004 - June 2009
Cantor Fitzgerald December 2000 - January 2004
Barclays Capital May 1999 - December 2000
JPMorgan May 1996 - May 1999
Citi December 1992 - May 1996
Skills
Microsoft Excel, Fixed Income, Equities, Corporate Actions
Education
Universidad Mayor de San Andrés
Assoc, Industrial Engineering
Sandy Chen Sandy Chen's Deutsche Bank Securities Experience June 2008 - January 2011
Job Customer Success and Business Operations at Dote
Industry Retail
Experience
Dote 2015 - Present
SousPrep 2013 - 2015
Williams-Sonoma, Inc. August 2011 - May 2013
Deutsche Bank Securities June 2008 - January 2011
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Economics, Forecasting, Retail, Trend Analysis, Analysis, Entrepreneurship, Inventory Management, Financial Modeling, Market Research, Business Strategy, Project Management, M&A experience, LBO, Analytics, Microsoft Office, Valuation, Mergers & Acquisitions, Finance, Strategy, E-commerce
Education
Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Wellesley College 2004 — 2008
B. A., International Relations, concentration in Economics
Chatham High School 2000 — 2004
Dote 2015 - Present
SousPrep 2013 - 2015
Williams-Sonoma, Inc. August 2011 - May 2013
Deutsche Bank Securities June 2008 - January 2011
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Economics, Forecasting, Retail, Trend Analysis, Analysis, Entrepreneurship, Inventory Management, Financial Modeling, Market Research, Business Strategy, Project Management, M&A experience, LBO, Analytics, Microsoft Office, Valuation, Mergers & Acquisitions, Finance, Strategy, E-commerce
Education
Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Wellesley College 2004 — 2008
B. A., International Relations, concentration in Economics
Chatham High School 2000 — 2004
Danielle Bourguet Danielle Bourguet's Deutsche Bank Securities Experience June 2008 - August 2008
Job MBA Candidate at Kellogg School of Management
Industry Food & Beverages
Experience
Kellogg School of Management August 2015 - Present
Cressey & Company LP June 2015 - August 2015
Beam Suntory June 2014 - July 2015
Beam June 2013 - June 2014
Altius Associates April 2012 - June 2013
Altius Associates July 2009 - April 2012
Deutsche Bank Securities June 2008 - August 2008
Skills
Private Equity, Venture Capital, Investments, Fund Of Funds, Business Development, Alternative Investments, Financial Modeling, Due Diligence, Financial Analysis, Asset Managment, Portfolio Management, Emerging Markets, Corporate Development, Asset Management, Strategy
Education
The College of William and Mary 2005 — 2009
Bachelor of Arts (B.A.), Economics, Finance
Universitat Autònoma de Barcelona 2007 — 2007
Semester Abroad, Business Administration, Spanish Language
Paul D. Schreiber High School 2001 — 2005
High School Diploma
Kellogg School of Management August 2015 - Present
Cressey & Company LP June 2015 - August 2015
Beam Suntory June 2014 - July 2015
Beam June 2013 - June 2014
Altius Associates April 2012 - June 2013
Altius Associates July 2009 - April 2012
Deutsche Bank Securities June 2008 - August 2008
Skills
Private Equity, Venture Capital, Investments, Fund Of Funds, Business Development, Alternative Investments, Financial Modeling, Due Diligence, Financial Analysis, Asset Managment, Portfolio Management, Emerging Markets, Corporate Development, Asset Management, Strategy
Education
The College of William and Mary 2005 — 2009
Bachelor of Arts (B.A.), Economics, Finance
Universitat Autònoma de Barcelona 2007 — 2007
Semester Abroad, Business Administration, Spanish Language
Paul D. Schreiber High School 2001 — 2005
High School Diploma
Gordon Glogau's Deutsche Bank Securities Experience February 2014 - July 2015
Job Investment Banking Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2015 - Present
Deutsche Bank Securities February 2014 - July 2015
Deutsche Bank Securities July 2012 - February 2014
Skills
Financial Modeling, Capital Markets, Investment Banking, Mergers & Acquisitions, Valuation
Education
University of California, Berkeley 2008 — 2012
Groton School, Groton, MA 2004 — 2008
Deutsche Bank July 2015 - Present
Deutsche Bank Securities February 2014 - July 2015
Deutsche Bank Securities July 2012 - February 2014
Skills
Financial Modeling, Capital Markets, Investment Banking, Mergers & Acquisitions, Valuation
Education
University of California, Berkeley 2008 — 2012
Groton School, Groton, MA 2004 — 2008
Fred Hines Fred Hines's Deutsche Bank Securities Experience February 2013 - June 2014
Job High School Math Teacher
Industry Primary/Secondary Education
Experience
NYC Teaching Fellows June 2014 - Present
Deutsche Bank Securities February 2013 - June 2014
Deutsche Bank Securities June 2010 - January 2013
Deutsche Bank Securities June 2009 - August 2009
KPMG Advisory March 2007 - August 2008
KPMG Audit January 2006 - March 2007
Atlas Renewables Inc. 2002 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Derivatives, Capital Markets, Financial Services, Strategy, Teaching, Educational Leadership, Mathematics
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (MBA), Analytic Finance
Williams College 1998 — 2002
B.A., Mathematics & Statistics
NYC Teaching Fellows June 2014 - Present
Deutsche Bank Securities February 2013 - June 2014
Deutsche Bank Securities June 2010 - January 2013
Deutsche Bank Securities June 2009 - August 2009
KPMG Advisory March 2007 - August 2008
KPMG Audit January 2006 - March 2007
Atlas Renewables Inc. 2002 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Derivatives, Capital Markets, Financial Services, Strategy, Teaching, Educational Leadership, Mathematics
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (MBA), Analytic Finance
Williams College 1998 — 2002
B.A., Mathematics & Statistics
Alex Newman's Deutsche Bank Securities Experience 1998 - 2000
Job Wealth Management Advisor at TIAACREF
Industry Market Research
Experience
TIAA-CREF September 2013 - Present
The Economist Intelligence Unit October 2012 - September 2013
Northwestern Mutual May 2010 - September 2012
Rudman Capital June 2008 - May 2010
Lehman Brothers February 2006 - May 2008
Wellington West Capital Markets May 2004 - September 2004
Merrill Lynch August 2000 - February 2002
Deutsche Bank Securities 1998 - 2000
Skills
Mutual Funds, Due Diligence, Trading, Alternative Investments, Equity Derivatives, Options, Equity Valuation, Investment Strategies, Series 7, Financial Advisory, Bonds, Mergers, Bloomberg Terminal, DCF, Risk Management
Education
University of Toronto - Rotman School of Management 2003 — 2005
MBA
University of Bristol
MSc
University of Bristol
BSc
TIAA-CREF September 2013 - Present
The Economist Intelligence Unit October 2012 - September 2013
Northwestern Mutual May 2010 - September 2012
Rudman Capital June 2008 - May 2010
Lehman Brothers February 2006 - May 2008
Wellington West Capital Markets May 2004 - September 2004
Merrill Lynch August 2000 - February 2002
Deutsche Bank Securities 1998 - 2000
Skills
Mutual Funds, Due Diligence, Trading, Alternative Investments, Equity Derivatives, Options, Equity Valuation, Investment Strategies, Series 7, Financial Advisory, Bonds, Mergers, Bloomberg Terminal, DCF, Risk Management
Education
University of Toronto - Rotman School of Management 2003 — 2005
MBA
University of Bristol
MSc
University of Bristol
BSc
Christopher Kwan's Deutsche Bank Securities Experience June 2005 - July 2008
Job Senior Associate at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
Thoma Bravo August 2008 - Present
Deutsche Bank Securities June 2005 - July 2008
Education
University of California, Los Angeles 2000 — 2004
BS, Biochemistry
Collingwood School 1997 — 2000
St. Paul's Co-ed College 1988 — 1997
Thoma Bravo August 2008 - Present
Deutsche Bank Securities June 2005 - July 2008
Education
University of California, Los Angeles 2000 — 2004
BS, Biochemistry
Collingwood School 1997 — 2000
St. Paul's Co-ed College 1988 — 1997
Eileen Creighton's Deutsche Bank Securities Experience July 1994 - September 1999
Job Sales Director, Debtwire
Industry Financial Services
Experience
Debtwire (Mergermarket) June 2005 - Present
Creighton Consulting July 2002 - June 2005
Instinet Corporation 2000 - 2002
Deutsche Bank Securities July 1994 - September 1999
First Financial Federal Credit Union of MD June 1989 - December 1992
Skills
Investment Banking, sales, Direct Sales, Sales Management, Loan Sales, Client Presentation, Sales Presentations, Debt, Distressed Debt, Municipal Bonds, Reorganisation, Bankruptcy, Fixed Income, Hedge Funds, Financial Services, Product Launch
Education
Thunderbird - The Garvin School of International Management
MBA, International Business
Towson State University
BA, Economics and International Studies
Debtwire (Mergermarket) June 2005 - Present
Creighton Consulting July 2002 - June 2005
Instinet Corporation 2000 - 2002
Deutsche Bank Securities July 1994 - September 1999
First Financial Federal Credit Union of MD June 1989 - December 1992
Skills
Investment Banking, sales, Direct Sales, Sales Management, Loan Sales, Client Presentation, Sales Presentations, Debt, Distressed Debt, Municipal Bonds, Reorganisation, Bankruptcy, Fixed Income, Hedge Funds, Financial Services, Product Launch
Education
Thunderbird - The Garvin School of International Management
MBA, International Business
Towson State University
BA, Economics and International Studies
Dana Staggs's Deutsche Bank Securities Experience March 2007 - May 2008
Job Investment Professional Goldman Sachs Asset Management Private Credit Group
Industry Financial Services
Experience
Goldman Sachs Asset Management - Private Credit Group March 2014 - Present
Barclays Private Credit Partners April 2010 - March 2014
Callidus Capital Management May 2008 - March 2010
Deutsche Bank Securities March 2007 - May 2008
GE Capital 2004 - 2007
U.S. Navy Reserve March 2002 - December 2005
IBM February 2003 - May 2004
US Navy June 1995 - March 2002
Education
William & Mary 2000 — 2002
MBA, Finance
United States Naval Academy 1991 — 1995
BS, Physics
Goldman Sachs Asset Management - Private Credit Group March 2014 - Present
Barclays Private Credit Partners April 2010 - March 2014
Callidus Capital Management May 2008 - March 2010
Deutsche Bank Securities March 2007 - May 2008
GE Capital 2004 - 2007
U.S. Navy Reserve March 2002 - December 2005
IBM February 2003 - May 2004
US Navy June 1995 - March 2002
Education
William & Mary 2000 — 2002
MBA, Finance
United States Naval Academy 1991 — 1995
BS, Physics
Gregory Framke's Deutsche Bank Securities Experience 1999 - 2000
Job Chief Information & Operating Executive
Industry Financial Services
Experience
Insight Venture Partners January 2015 - Present
RealtyShares March 2014 - Present
E*TRADE Financial 2000 - March 2013
Deutsche Bank Securities 1999 - 2000
Morgan Stanley 1994 - 1999
IBM 1984 - 1993
Skills
Financial Services, Equities, Risk Management, Financial Markets, Capital Markets, Leadership, Fixed Income, Executive Management, Hedge Funds, Banking, IT Strategy, Securities, Strategy, Mergers & Acquisitions, Asset Management, Derivatives, Strategic Planning, Investments, Investment Banking, Vendor Management
Education
The George Washington University 1978 — 1982
B.A., International Finance
Insight Venture Partners January 2015 - Present
RealtyShares March 2014 - Present
E*TRADE Financial 2000 - March 2013
Deutsche Bank Securities 1999 - 2000
Morgan Stanley 1994 - 1999
IBM 1984 - 1993
Skills
Financial Services, Equities, Risk Management, Financial Markets, Capital Markets, Leadership, Fixed Income, Executive Management, Hedge Funds, Banking, IT Strategy, Securities, Strategy, Mergers & Acquisitions, Asset Management, Derivatives, Strategic Planning, Investments, Investment Banking, Vendor Management
Education
The George Washington University 1978 — 1982
B.A., International Finance
Anne Milne's Deutsche Bank Securities Experience 2002 - May 2010
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merill Lynch June 2010 - Present
Deutsche Bank Securities 2002 - May 2010
JPMorgan Chase 2000 - 2002
ING 1996 - 2000
Trust Company of the West 1994 - 1996
Bankers Trust 1989 - 1992
Skills
Emerging Markets, Latin America, Fixed Income, Management, Portfolio Management, Investment Banking, Corporate Finance, Investments, Valuation, Equities, Capital Markets, Structured Products, Financial Modeling, Hedge Funds, Strategy, Financial Analysis, High Yield, Equity Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1985
MA, International Economics
The Johns Hopkins University
Bank of America Merill Lynch June 2010 - Present
Deutsche Bank Securities 2002 - May 2010
JPMorgan Chase 2000 - 2002
ING 1996 - 2000
Trust Company of the West 1994 - 1996
Bankers Trust 1989 - 1992
Skills
Emerging Markets, Latin America, Fixed Income, Management, Portfolio Management, Investment Banking, Corporate Finance, Investments, Valuation, Equities, Capital Markets, Structured Products, Financial Modeling, Hedge Funds, Strategy, Financial Analysis, High Yield, Equity Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1985
MA, International Economics
The Johns Hopkins University
Ozan Kaya's Deutsche Bank Securities Experience February 2012 - May 2014
Job Chief Financial Officer at Kapow Events
Industry Information Technology and Services
Experience
Kapow Events May 2015 - Present
The Milestone Aviation Group June 2014 - April 2015
Deutsche Bank Securities February 2012 - May 2014
Deutsche Bank Securities February 2010 - February 2012
Deutsche Bank Securities September 2007 - February 2010
Wachovia Securities, LLC March 2007 - September 2007
Wachovia Securities, LLC December 2005 - March 2007
Northrop Grumman Corp October 2003 - November 2005
Skills
Structured Finance, Securitization, ABS, Capital Markets, Fixed Income, Excel, Investment Banking, Financial Modeling, Bloomberg, Valuation, Leadership, Microsoft Excel, Derivatives, Management, Corporate Finance, Due Diligence, Financial Analysis, Finance, Hedge Funds, Equities
Education
The Ohio State University 1999 — 2003
Engineering, Industrial and Systems
Kapow Events May 2015 - Present
The Milestone Aviation Group June 2014 - April 2015
Deutsche Bank Securities February 2012 - May 2014
Deutsche Bank Securities February 2010 - February 2012
Deutsche Bank Securities September 2007 - February 2010
Wachovia Securities, LLC March 2007 - September 2007
Wachovia Securities, LLC December 2005 - March 2007
Northrop Grumman Corp October 2003 - November 2005
Skills
Structured Finance, Securitization, ABS, Capital Markets, Fixed Income, Excel, Investment Banking, Financial Modeling, Bloomberg, Valuation, Leadership, Microsoft Excel, Derivatives, Management, Corporate Finance, Due Diligence, Financial Analysis, Finance, Hedge Funds, Equities
Education
The Ohio State University 1999 — 2003
Engineering, Industrial and Systems
Michael Vila's Deutsche Bank Securities Experience June 2014 - February 2015
Job Risk and Regulatory Advisory Practice
Industry Financial Services
Experience
PwC March 2015 - Present
Deutsche Bank Securities June 2014 - February 2015
Deutsche Bank Securities June 2013 - June 2014
Deutsche Bank March 2012 - June 2013
Wilson Elser June 2006 - August 2006
Skills
Wealth Management..., Due Diligence, Alternative Investments, Anti Money Laundering, Financial Risk, Hedge Funds, Investments, KYC, Investment Banking, Securities, Wealth Management, Equity Research, Financial Services, Fixed Income, Banking, Corporate Finance
Education
American University, Washington College of Law 2007 — 2011
Juris Doctor, Real Estate, Tax, Corporate Law
American University - Kogod School of Business 2008 — 2010
MBA, Real Estate and Law
Union College 2003 — 2007
BA, Political Science, History
PwC March 2015 - Present
Deutsche Bank Securities June 2014 - February 2015
Deutsche Bank Securities June 2013 - June 2014
Deutsche Bank March 2012 - June 2013
Wilson Elser June 2006 - August 2006
Skills
Wealth Management..., Due Diligence, Alternative Investments, Anti Money Laundering, Financial Risk, Hedge Funds, Investments, KYC, Investment Banking, Securities, Wealth Management, Equity Research, Financial Services, Fixed Income, Banking, Corporate Finance
Education
American University, Washington College of Law 2007 — 2011
Juris Doctor, Real Estate, Tax, Corporate Law
American University - Kogod School of Business 2008 — 2010
MBA, Real Estate and Law
Union College 2003 — 2007
BA, Political Science, History
Courtney Brennan's Deutsche Bank Securities Experience 1992 - 1995
Job Institutional Research Sales
Industry Financial Services
Experience
Morgan Stanley November 1996 - May 2006
Capital Investments International 1995 - 1996
Deutsche Bank Securities 1992 - 1995
Skills
Series 7, Series 24, Series 63, Securities, Alternative Investments, Equities
Education
The Catholic University of America 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley November 1996 - May 2006
Capital Investments International 1995 - 1996
Deutsche Bank Securities 1992 - 1995
Skills
Series 7, Series 24, Series 63, Securities, Alternative Investments, Equities
Education
The Catholic University of America 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Chris Stallmann's Deutsche Bank Securities Experience January 2010 - September 2011
Job Vice President at Arlington Capital Partners
Industry Investment Management
Experience
Arlington Capital Partners April 2015 - Present
Arlington Capital Partners September 2011 - Present
Deutsche Bank Securities January 2010 - September 2011
University of Georgia July 2005 - December 2009
Deutsche Bank Securities June 2009 - August 2009
Lehman Brothers 2008 - 2008
Skills
Financial Modeling, Investment Banking, High Yield, Valuation, Bloomberg, Trading, Corporate Finance, Financial Analysis, Due Diligence, Investments, Capital IQ, Economics, Private Equity, Mergers & Acquisitions, Capital Markets, Portfolio Management, Microsoft Excel, Equity Research, DCF, Finance, PowerPoint
Education
University of Georgia - Terry College of Business 2007 — 2009
Bachelors of Business Administration, Finance and Real Estate, Summa Cum Laude
The University of Georgia 2005 — 2009
B.B.A., Finance and Real Estate
Arlington Capital Partners April 2015 - Present
Arlington Capital Partners September 2011 - Present
Deutsche Bank Securities January 2010 - September 2011
University of Georgia July 2005 - December 2009
Deutsche Bank Securities June 2009 - August 2009
Lehman Brothers 2008 - 2008
Skills
Financial Modeling, Investment Banking, High Yield, Valuation, Bloomberg, Trading, Corporate Finance, Financial Analysis, Due Diligence, Investments, Capital IQ, Economics, Private Equity, Mergers & Acquisitions, Capital Markets, Portfolio Management, Microsoft Excel, Equity Research, DCF, Finance, PowerPoint
Education
University of Georgia - Terry College of Business 2007 — 2009
Bachelors of Business Administration, Finance and Real Estate, Summa Cum Laude
The University of Georgia 2005 — 2009
B.B.A., Finance and Real Estate
Jonathan Stafford's Deutsche Bank Securities Experience January 2012 - Present
Job Investment Banking Associate at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities January 2012 - Present
NeuStar, Inc. May 2010 - December 2011
KPMG Corporate Finance August 2008 - July 2010
Wiley Dickson, LLC June 2007 - May 2008
Skills
Corporate Finance, Financial Analysis, Mergers & Acquisitions
Education
Tulane University 2006 — 2007
Masters, Finance
Tulane University - A.B. Freeman School of Business
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS, International Business, Economics
Deutsche Bank Securities January 2012 - Present
NeuStar, Inc. May 2010 - December 2011
KPMG Corporate Finance August 2008 - July 2010
Wiley Dickson, LLC June 2007 - May 2008
Skills
Corporate Finance, Financial Analysis, Mergers & Acquisitions
Education
Tulane University 2006 — 2007
Masters, Finance
Tulane University - A.B. Freeman School of Business
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS, International Business, Economics
Christina Morrison's Deutsche Bank Securities Experience 1993 - 2002
Job SVP Finance at ARAMARK
Industry Pharmaceuticals
Experience
ARAMARK June 2013 - Present
Merck & Co., Inc. November 2009 - June 2013
Wyeth Pharmaceuticals June 2007 - October 2009
Wyeth 2005 - 2007
Alex. Brown & Sons June 1989 - December 2002
Deutsche Bank Securities 1993 - 2002
Deutsche Bank Alex. Brown 1993 - 2002
Education
The Tuck School of Business at Dartmouth 1991 — 1993
University of Pennsylvania - The Wharton School 1985 — 1989
BSEcon, Business
Milton Academy 1980 — 1985
HIgh School, High School
ARAMARK June 2013 - Present
Merck & Co., Inc. November 2009 - June 2013
Wyeth Pharmaceuticals June 2007 - October 2009
Wyeth 2005 - 2007
Alex. Brown & Sons June 1989 - December 2002
Deutsche Bank Securities 1993 - 2002
Deutsche Bank Alex. Brown 1993 - 2002
Education
The Tuck School of Business at Dartmouth 1991 — 1993
University of Pennsylvania - The Wharton School 1985 — 1989
BSEcon, Business
Milton Academy 1980 — 1985
HIgh School, High School
Chukwudi (Chudi) Udokwu's Deutsche Bank Securities Experience 2008 - 2011
Job Project Manager at CWS
Industry Financial Services
Experience
CWS (USCIS) States Department of Homeland Security September 2014 - Present
Nweze Group Enterprises, Inc January 2014 - September 2014
Bank of America May 2011 - February 2014
Deutsche Bank Securities 2008 - 2011
Deutsche Bank Securities 2008 - 2011
Citigroup June 2004 - January 2008
Citigroup 2004 - 2008
Lehman Brothers 1997 - 2000
Associated Press, New York, NY January 1996 - January 1997
Skills
Low Latency, Fixed Income, Investment Banking, Capital Markets, Equities, Trading Systems, Electronic Trading, Market Data, Reference Data, Financial Services, Equity Derivatives, Solaris, Prime Brokerage, Credit Derivatives, JMS, FX Options, Derivatives, Trading, TIBCO Rendezvous, Bloomberg
Education
State University of New York at Buffalo 1985 — 1987
MA, 4.0
SUNY at Buffalo 1981 — 1985
Bachelor's degree, Information Systems, 3.0
Bennett High School Buffalo 1980 — 1981
High school, Mathematics
CWS (USCIS) States Department of Homeland Security September 2014 - Present
Nweze Group Enterprises, Inc January 2014 - September 2014
Bank of America May 2011 - February 2014
Deutsche Bank Securities 2008 - 2011
Deutsche Bank Securities 2008 - 2011
Citigroup June 2004 - January 2008
Citigroup 2004 - 2008
Lehman Brothers 1997 - 2000
Associated Press, New York, NY January 1996 - January 1997
Skills
Low Latency, Fixed Income, Investment Banking, Capital Markets, Equities, Trading Systems, Electronic Trading, Market Data, Reference Data, Financial Services, Equity Derivatives, Solaris, Prime Brokerage, Credit Derivatives, JMS, FX Options, Derivatives, Trading, TIBCO Rendezvous, Bloomberg
Education
State University of New York at Buffalo 1985 — 1987
MA, 4.0
SUNY at Buffalo 1981 — 1985
Bachelor's degree, Information Systems, 3.0
Bennett High School Buffalo 1980 — 1981
High school, Mathematics
Tim Reilly's Deutsche Bank Securities Experience May 2009 - December 2009
Job President at Green River Capital, LLC
Industry Real Estate
Experience
Green River Capital LLC January 2015 - Present
Green River Capital November 2012 - December 2014
Bank United November 2009 - December 2012
Deutsche Bank Securities May 2009 - December 2009
Real Estate Dispostion Corp (REDC) October 2007 - April 2009
Impac Companies April 2007 - October 2007
ABN AMRO October 2003 - April 2007
Fairbanks Capital 1999 - 2003
Calmco Servicing ((Wholly owned subsidiary of DLJ/Credit Suisse First Boston) 1996 - 1999
Skills
Portfolio Management, Mortgage Lending, Mortgage Servicing, Loan Servicing, Loans, Residential Mortgages, Default, Loss Mitigation, Mortgage Banking, REO, Loan Origination, Asset Management, Credit, Banking, Asset Managment, Risk Management, Credit Risk, Leadership, Short Sales, Real Estate, FHA, Underwriting, Capital Markets, Foreclosures, Credit Analysis, Refinance, Mortgage Underwriting
Education
The University of Texas at Austin 1985 — 1991
Green River Capital LLC January 2015 - Present
Green River Capital November 2012 - December 2014
Bank United November 2009 - December 2012
Deutsche Bank Securities May 2009 - December 2009
Real Estate Dispostion Corp (REDC) October 2007 - April 2009
Impac Companies April 2007 - October 2007
ABN AMRO October 2003 - April 2007
Fairbanks Capital 1999 - 2003
Calmco Servicing ((Wholly owned subsidiary of DLJ/Credit Suisse First Boston) 1996 - 1999
Skills
Portfolio Management, Mortgage Lending, Mortgage Servicing, Loan Servicing, Loans, Residential Mortgages, Default, Loss Mitigation, Mortgage Banking, REO, Loan Origination, Asset Management, Credit, Banking, Asset Managment, Risk Management, Credit Risk, Leadership, Short Sales, Real Estate, FHA, Underwriting, Capital Markets, Foreclosures, Credit Analysis, Refinance, Mortgage Underwriting
Education
The University of Texas at Austin 1985 — 1991
Doug Hager's Deutsche Bank Securities Experience July 1999 - June 2003
Job Investor
Industry Investment Management
Experience
Raymond James April 2008 - March 2012
Countrywide Securities Corporation 2003 - 2008
Deutsche Bank Securities July 1999 - June 2003
Skills
Securities, Equities, Capital Markets, Asset Management, Bonds, Hedge Funds, Alternative Investments, Fixed Income, Portfolio Management, Investments
Education
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accounting
Raymond James April 2008 - March 2012
Countrywide Securities Corporation 2003 - 2008
Deutsche Bank Securities July 1999 - June 2003
Skills
Securities, Equities, Capital Markets, Asset Management, Bonds, Hedge Funds, Alternative Investments, Fixed Income, Portfolio Management, Investments
Education
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accounting
Hemali (Kapadia) Varn's Deutsche Bank Securities Experience February 2010 - October 2012
Job Prime Finance, HSBC Securities
Industry Financial Services
Experience
HSBC Securities October 2012 - Present
Deutsche Bank Securities February 2010 - October 2012
Deutsche Bank September 2007 - February 2010
ABN AMRO 2005 - 2007
Skills
Client Services, Prime Brokerage, Series 7, Swaps, Series 63, Equities
Education
The University of Manchester 1998 — 2001
HSBC Securities October 2012 - Present
Deutsche Bank Securities February 2010 - October 2012
Deutsche Bank September 2007 - February 2010
ABN AMRO 2005 - 2007
Skills
Client Services, Prime Brokerage, Series 7, Swaps, Series 63, Equities
Education
The University of Manchester 1998 — 2001
Garry Sobel's Deutsche Bank Securities Experience September 2011 - July 2013
Job Senior Vice President at Kaufman Realty Group
Industry Investment Management
Experience
Kaufman Realty Group July 2013 - Present
Scout Properties August 1994 - May 2015
Deutsche Bank Securities September 2011 - July 2013
Bernstein Global Wealth Management May 2009 - June 2011
AllianceBernstein May 2009 - June 2011
Avondale Capital August 2002 - May 2009
Sevista Technologies January 2001 - January 2002
Outweb September 1999 - October 2000
Portman Companies March 1989 - August 1994
KPMG Peat Marwick September 1986 - March 1989
Skills
Wealth Management, Financial Services, Strategy, Asset Allocation, Market Research, Business Development, Sales, Asset Managment, Estate Planning, Financial Advisory, Finance, Due Diligence, Real Estate Economics, Asset Management, Investment Strategies, Financial Analysis, Investment Properties, Commercial Real Estate, Start-ups, Mergers & Acquisitions, Budgets, New Business Development, Investments, Real Estate, Management, Real Estate Development
Education
The Ohio State University 1981 — 1986
B.S. - Bus Adm, Marketing & Accounting - double major
Kaufman Realty Group July 2013 - Present
Scout Properties August 1994 - May 2015
Deutsche Bank Securities September 2011 - July 2013
Bernstein Global Wealth Management May 2009 - June 2011
AllianceBernstein May 2009 - June 2011
Avondale Capital August 2002 - May 2009
Sevista Technologies January 2001 - January 2002
Outweb September 1999 - October 2000
Portman Companies March 1989 - August 1994
KPMG Peat Marwick September 1986 - March 1989
Skills
Wealth Management, Financial Services, Strategy, Asset Allocation, Market Research, Business Development, Sales, Asset Managment, Estate Planning, Financial Advisory, Finance, Due Diligence, Real Estate Economics, Asset Management, Investment Strategies, Financial Analysis, Investment Properties, Commercial Real Estate, Start-ups, Mergers & Acquisitions, Budgets, New Business Development, Investments, Real Estate, Management, Real Estate Development
Education
The Ohio State University 1981 — 1986
B.S. - Bus Adm, Marketing & Accounting - double major
Monika Bagley's Deutsche Bank Securities Experience September 2008 - Present
Job Asset Manager at Deutsche Bank Securities
Industry Real Estate
Experience
Deutsche Bank Securities September 2008 - Present
Societe Generale Corporate Investment Banking - Real Estate Finance December 2002 - August 2008
Hillwood Strategic Services 1999 - 2002
Jones Lang LaSalle - Berlin (Germany) 1991 - 1995
Skills
Asset Management, Investment Banking, Structured Finance, Financial Analysis, Real Estate Economics, Financial Structuring, Credit Analysis, Loans, Banking, Credit, Finance, Loan Origination, Risk Management, Real Estate, Trading, Commercial Real Estate, CMBS, Real Estate Financing, Credit Risk, Commercial Lending, Investments, Due Diligence, Private Equity, Capital Markets, Portfolio Management, Financial Modeling, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 1999
MBA
Deutsche Bank Securities September 2008 - Present
Societe Generale Corporate Investment Banking - Real Estate Finance December 2002 - August 2008
Hillwood Strategic Services 1999 - 2002
Jones Lang LaSalle - Berlin (Germany) 1991 - 1995
Skills
Asset Management, Investment Banking, Structured Finance, Financial Analysis, Real Estate Economics, Financial Structuring, Credit Analysis, Loans, Banking, Credit, Finance, Loan Origination, Risk Management, Real Estate, Trading, Commercial Real Estate, CMBS, Real Estate Financing, Credit Risk, Commercial Lending, Investments, Due Diligence, Private Equity, Capital Markets, Portfolio Management, Financial Modeling, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 1999
MBA
Brad Coltman's Deutsche Bank Securities Experience 1999 - 2004
Job Equity Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors February 2005 - Present
Deutsche Bank Securities` 1999 - 2004
Duff and Phelps Credit Rating Company 1998 - 1999
Federal Reserve Bank of Chicago 1991 - 1998
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts, Economics
Principal Global Investors February 2005 - Present
Deutsche Bank Securities` 1999 - 2004
Duff and Phelps Credit Rating Company 1998 - 1999
Federal Reserve Bank of Chicago 1991 - 1998
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts, Economics
Alasdair McBarnet's Deutsche Bank Securities Experience 2000 - 2005
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2012 - Present
BNY Mellon Clearing, LLC May 2011 - November 2012
Marex North America LLC March 2009 - May 2011
Bear Stearns/ JP Morgan April 2005 - March 2009
Deutsche Bank Securities 2000 - 2005
LIFFE 1996 - 2000
Skills
Series 3, Series 30, Back Office, Brokerage, Equity Derivatives, Derivatives, Equities, Trading Systems, Electronic Trading, Compliance, Futures Trading, Derivatives Sales, Business Management, Management, FINRA, Financial Markets, FX Options, Fixed Income, Prime Brokerage, Trading
Education
The London School of Economics and Political Science (LSE) 1991 — 1995
BSc, Economics
Wells Fargo Securities November 2012 - Present
BNY Mellon Clearing, LLC May 2011 - November 2012
Marex North America LLC March 2009 - May 2011
Bear Stearns/ JP Morgan April 2005 - March 2009
Deutsche Bank Securities 2000 - 2005
LIFFE 1996 - 2000
Skills
Series 3, Series 30, Back Office, Brokerage, Equity Derivatives, Derivatives, Equities, Trading Systems, Electronic Trading, Compliance, Futures Trading, Derivatives Sales, Business Management, Management, FINRA, Financial Markets, FX Options, Fixed Income, Prime Brokerage, Trading
Education
The London School of Economics and Political Science (LSE) 1991 — 1995
BSc, Economics
Adam Behrman's Deutsche Bank Securities Experience November 2008 - June 2013
Job Senior Consultant at FinServ Consulting LLC
Industry Financial Services
Experience
FinServ Consulting July 2015 - Present
Ophrys, LLC January 2014 - May 2015
Deutsche Bank Securities November 2008 - June 2013
Skills
Valuation, Financial Modeling, Capital Markets, Portfolio Management, Hedge Funds, Investments, Private Equity, Structured Products, Leadership, Financial Markets, Alternative Investments, Bloomberg Terminal, Quantitative Analytics, Series 7, Trading Strategies, Strategy, Options, Corporate Finance, R, VBA, Trading, Fixed Income, Financial Structuring, Interest Rate..., Equities, Derivatives, Finance, Bloomberg, Investment Banking, Financial Analysis, Asset Management, Analysis, Structured Finance, Risk Management, Wealth Management, Equity Research, Analytics, Trading Systems, Financial Services, Equity Derivatives, Management, Credit Derivatives
Education
New York University 2011 — 2013
MBA, Quantitative finance, financial instruments & markets, and leadership & change management
University of Central Florida 2000 — 2005
BSBA, Finance, Economics
FinServ Consulting July 2015 - Present
Ophrys, LLC January 2014 - May 2015
Deutsche Bank Securities November 2008 - June 2013
Skills
Valuation, Financial Modeling, Capital Markets, Portfolio Management, Hedge Funds, Investments, Private Equity, Structured Products, Leadership, Financial Markets, Alternative Investments, Bloomberg Terminal, Quantitative Analytics, Series 7, Trading Strategies, Strategy, Options, Corporate Finance, R, VBA, Trading, Fixed Income, Financial Structuring, Interest Rate..., Equities, Derivatives, Finance, Bloomberg, Investment Banking, Financial Analysis, Asset Management, Analysis, Structured Finance, Risk Management, Wealth Management, Equity Research, Analytics, Trading Systems, Financial Services, Equity Derivatives, Management, Credit Derivatives
Education
New York University 2011 — 2013
MBA, Quantitative finance, financial instruments & markets, and leadership & change management
University of Central Florida 2000 — 2005
BSBA, Finance, Economics
Jay Pickett's Deutsche Bank Securities Experience September 2006 - September 2012
Job Vice President at Wells Fargo Advisors
Industry Capital Markets
Experience
Wells Fargo Advisors September 2012 - Present
Deutsche Bank Securities September 2006 - September 2012
Smith Barney 1995 - 2006
Skills
Corporate Finance, Asset Allocation, Investments, Mergers & Acquisitions, FINRA, Mergers, Retirement Planning, Portfolio Management, Venture Capital, Risk Management, Series 7, Banking, Alternative Investments, Asset Management, Financial Services
Education
The University of Georgia 1986 — 1989
University of Georgia - Terry College of Business 1986 — 1989
BSA, Economics
Wells Fargo Advisors September 2012 - Present
Deutsche Bank Securities September 2006 - September 2012
Smith Barney 1995 - 2006
Skills
Corporate Finance, Asset Allocation, Investments, Mergers & Acquisitions, FINRA, Mergers, Retirement Planning, Portfolio Management, Venture Capital, Risk Management, Series 7, Banking, Alternative Investments, Asset Management, Financial Services
Education
The University of Georgia 1986 — 1989
University of Georgia - Terry College of Business 1986 — 1989
BSA, Economics
Hank Kim's Deutsche Bank Securities Experience October 2000 - June 2005
Job Manager Unsecured Funding at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America July 2013 - Present
Toyota Financial Services August 2008 - July 2013
Canadian Imperial Bank of Commerce (CIBC) July 2005 - December 2007
Deutsche Bank Securities October 2000 - June 2005
Skills
Investments, Capital Markets, Equities, Fixed Income, Securities, Portfolio Management, Treasury Management, Treasury, Treasury Services, Liquidity Management, Liquidity Solutions, Trading, Financial Analysis, FX Hedging, Bloomberg, Credit, Financial Risk
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration, Finance and Economics
University of California, Santa Barbara
Bachelor of Arts, Business Economics
Hyundai Capital America July 2013 - Present
Toyota Financial Services August 2008 - July 2013
Canadian Imperial Bank of Commerce (CIBC) July 2005 - December 2007
Deutsche Bank Securities October 2000 - June 2005
Skills
Investments, Capital Markets, Equities, Fixed Income, Securities, Portfolio Management, Treasury Management, Treasury, Treasury Services, Liquidity Management, Liquidity Solutions, Trading, Financial Analysis, FX Hedging, Bloomberg, Credit, Financial Risk
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration, Finance and Economics
University of California, Santa Barbara
Bachelor of Arts, Business Economics
Mikel Curreri's Deutsche Bank Securities Experience October 2000 - Present
Job Managing Director Distressed Products Group at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities October 2000 - Present
Clifford Chance LLP June 1997 - September 2000
Sigma Chi Fraternity - Headquarters June 1996 - May 1997
Education
The George Washington University 1992 — 1996
The Waring School 1986 — 1992
Deutsche Bank Securities October 2000 - Present
Clifford Chance LLP June 1997 - September 2000
Sigma Chi Fraternity - Headquarters June 1996 - May 1997
Education
The George Washington University 1992 — 1996
The Waring School 1986 — 1992
Jean Mahon's Deutsche Bank Securities Experience August 2006 - March 2008
Job Finance Manager at The Linus Group
Industry Marketing and Advertising
Experience
The Linus Group April 2008 - Present
Deutsche Bank Securities August 2006 - March 2008
The Tahoe Agency October 1991 - February 2002
Skills
Business Strategy, Strategy, Integrated Marketing, Marketing, Market Research, Marketing Communications, Marketing Strategy, Strategic Planning, Business Planning, Finance, Online Advertising, Public Speaking, Program Management, Social Media, Team Building, Leadership, Email Marketing, Direct Marketing, Entrepreneurship, Advertising, Online Marketing, Management, Social Networking, Competitive Analysis
Education
University of California, Berkeley
BA, Rhetoric
The Linus Group April 2008 - Present
Deutsche Bank Securities August 2006 - March 2008
The Tahoe Agency October 1991 - February 2002
Skills
Business Strategy, Strategy, Integrated Marketing, Marketing, Market Research, Marketing Communications, Marketing Strategy, Strategic Planning, Business Planning, Finance, Online Advertising, Public Speaking, Program Management, Social Media, Team Building, Leadership, Email Marketing, Direct Marketing, Entrepreneurship, Advertising, Online Marketing, Management, Social Networking, Competitive Analysis
Education
University of California, Berkeley
BA, Rhetoric
Andy Cherrick's Deutsche Bank Securities Experience August 2003 - December 2006
Job Principal at Terroir Consulting, LLC
Industry Capital Markets
Experience
Terroir Consulting, LLC 2009 - Present
Hypo Real Estate Bank International December 2006 - April 2008
Deutsche Bank Securities August 2003 - December 2006
Education
USC Gould School of Law
JD, Law
University of California, Los Angeles
BS, Political Science
Terroir Consulting, LLC 2009 - Present
Hypo Real Estate Bank International December 2006 - April 2008
Deutsche Bank Securities August 2003 - December 2006
Education
USC Gould School of Law
JD, Law
University of California, Los Angeles
BS, Political Science
Richard Perreault's Deutsche Bank Securities Experience 2009 - Present
Job Credit Sales at Deutsche Bank Securities
Industry Banking
Experience
Deutsche Bank Securities 2009 - Present
Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Sales
Education
University of Connecticut 2001 — 2005
Deutsche Bank Securities 2009 - Present
Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Sales
Education
University of Connecticut 2001 — 2005
Michael Thieberg's Deutsche Bank Securities Experience 2006 - 2010
Job Director of Finance at Exiger
Industry Financial Services
Experience
Exiger November 2013 - Present
Arche Value Management Inc. 2012 - 2013
American Express 2010 - 2012
Deutsche Bank Securities 2006 - 2010
Mercer 2005 - 2006
Veronis Suhler Stevenson 2004 - 2005
CIBC World Markets 1996 - 2003
Stern Stewart & Co. 1991 - 1994
Skills
Mergers, Corporate Development, Private Equity, Investment Banking, Equities, Strategic Planning, Marketing, Financial Modeling, Corporate Finance, Valuation, Performance Measurement, Business Development, Incentive Programs, Due Diligence, Financial Analysis, M&A experience, Business Strategy, Mergers & Acquisitions, Strategy, Investments
Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Wayne Valley HS
Exiger November 2013 - Present
Arche Value Management Inc. 2012 - 2013
American Express 2010 - 2012
Deutsche Bank Securities 2006 - 2010
Mercer 2005 - 2006
Veronis Suhler Stevenson 2004 - 2005
CIBC World Markets 1996 - 2003
Stern Stewart & Co. 1991 - 1994
Skills
Mergers, Corporate Development, Private Equity, Investment Banking, Equities, Strategic Planning, Marketing, Financial Modeling, Corporate Finance, Valuation, Performance Measurement, Business Development, Incentive Programs, Due Diligence, Financial Analysis, M&A experience, Business Strategy, Mergers & Acquisitions, Strategy, Investments
Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Wayne Valley HS
Lisa Quackenbush's Deutsche Bank Securities Experience February 1998 - February 2007
Job Partner at Odgers Berndtson
Industry Staffing and Recruiting
Experience
Odgers Berndtson March 2015 - Present
HQ Partners Executive Search February 2007 - March 2015
Deutsche Bank Securities February 1998 - February 2007
Bear Stearns September 1989 - February 1997
EF Hutton 1984 - 1987
Skills
Corporate Finance, Private Equity, Fixed Income, Valuation, Financial Services, Capital Markets, Structured Products, Investment Banking, Financial Modeling, Equities, Hedge Funds, Mergers & Acquisitions, Venture Capital, Investments, Bonds, Equity Derivatives, Restructuring, Asset Management, Securities, Financial Structuring, Electronic Trading, Alternative Investments, Credit Derivatives, Portfolio Management, Options, Derivatives, Securitization, Leveraged Finance, Asset Managment, Emerging Markets, Structured Finance, Trading, Bloomberg, Financial Markets, Series 7
Education
Tulane University 1980 — 1984
BS, Math
Odgers Berndtson March 2015 - Present
HQ Partners Executive Search February 2007 - March 2015
Deutsche Bank Securities February 1998 - February 2007
Bear Stearns September 1989 - February 1997
EF Hutton 1984 - 1987
Skills
Corporate Finance, Private Equity, Fixed Income, Valuation, Financial Services, Capital Markets, Structured Products, Investment Banking, Financial Modeling, Equities, Hedge Funds, Mergers & Acquisitions, Venture Capital, Investments, Bonds, Equity Derivatives, Restructuring, Asset Management, Securities, Financial Structuring, Electronic Trading, Alternative Investments, Credit Derivatives, Portfolio Management, Options, Derivatives, Securitization, Leveraged Finance, Asset Managment, Emerging Markets, Structured Finance, Trading, Bloomberg, Financial Markets, Series 7
Education
Tulane University 1980 — 1984
BS, Math
Sally Murison's Deutsche Bank Securities Experience January 2004 - August 2008
Job Business Analyst at SpiWeb Consultancy Limited
Industry Information Services
Experience
SpiWeb Consultancy Limited November 2008 - Present
Deutsche Bank Securities January 2004 - August 2008
Deutsche Bank Securities March 1997 - December 2003
Bankers Trust 1993 - 1999
Education
University of Arizona 1965 — 1970
BS, Textile Chemistry
SpiWeb Consultancy Limited November 2008 - Present
Deutsche Bank Securities January 2004 - August 2008
Deutsche Bank Securities March 1997 - December 2003
Bankers Trust 1993 - 1999
Education
University of Arizona 1965 — 1970
BS, Textile Chemistry
Mason Woodford's Deutsche Bank Securities Experience 2000 - 2001
Job
Industry Semiconductors
Experience
Ferric Semiconductor, Inc. 2014 - Present
Invensas Corporation 2012 - 2014
RTI Holdings Limited (acquired by Avnet Electronics) 2010 - October 2012
AMCC 2006 - 2009
Atheros Communications (acquired by Qualcomm) 2005 - 2006
Zettacom, Inc.(acquired by IDT) 2002 - 2004
Deutsche Bank Securities 2000 - 2001
Silicon Motion 1997 - 2000
Cirrus Logic 1992 - 1997
Everex (acquired by First International Computer) 1990 - 1992
Skills
Storage, Strategy, Product Marketing, Product Management, Business Development, Go-to-market Strategy, Strategic Partnerships, Sales Management, CRM, Sales, Semiconductors, Marketing, Competitive Analysis, Semiconductor Industry, Memory, Business Strategy, Licensing, Asian Business, Contract Negotiation, Semiconductor Packaging, Electronics Packaging, International Sales, Asian markets, Network Processors, Wireless Networking, IC, Start-ups, Business Alliances
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
University of California, Berkeley
Bachelor of Science
Ferric Semiconductor, Inc. 2014 - Present
Invensas Corporation 2012 - 2014
RTI Holdings Limited (acquired by Avnet Electronics) 2010 - October 2012
AMCC 2006 - 2009
Atheros Communications (acquired by Qualcomm) 2005 - 2006
Zettacom, Inc.(acquired by IDT) 2002 - 2004
Deutsche Bank Securities 2000 - 2001
Silicon Motion 1997 - 2000
Cirrus Logic 1992 - 1997
Everex (acquired by First International Computer) 1990 - 1992
Skills
Storage, Strategy, Product Marketing, Product Management, Business Development, Go-to-market Strategy, Strategic Partnerships, Sales Management, CRM, Sales, Semiconductors, Marketing, Competitive Analysis, Semiconductor Industry, Memory, Business Strategy, Licensing, Asian Business, Contract Negotiation, Semiconductor Packaging, Electronics Packaging, International Sales, Asian markets, Network Processors, Wireless Networking, IC, Start-ups, Business Alliances
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
University of California, Berkeley
Bachelor of Science
Nathan Engelhard's Deutsche Bank Securities Experience October 2006 - June 2008
Job Managing Partner New Edge Capital S.A.
Industry Banking
Experience
New Edge Capital S.A. October 2012 - Present
Deutsche Bank August 2010 - September 2012
Lehman Brothers/Barclays Capital June 2008 - September 2009
Deutsche Bank Securities October 2006 - June 2008
Credit Suisse September 2005 - October 2006
UBS Investment Bank August 2000 - August 2005
SG Securities January 1999 - August 2000
Bankers Trust May 1996 - November 1998
Skills
Equity Derivatives, Derivatives, Latin America, Financial Structuring, Management, Investment Banking, Capital Markets, Sales, Emerging Markets, Equities, Hedge Funds, Structured Products, Corporate Finance, Trading, Financial Markets, Structured Finance, Financial Modeling, Portfolio Management, Bloomberg, Investments
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Universidad de Lima 1981 — 1986
Bachellor, Industrial Engineering
New Edge Capital S.A. October 2012 - Present
Deutsche Bank August 2010 - September 2012
Lehman Brothers/Barclays Capital June 2008 - September 2009
Deutsche Bank Securities October 2006 - June 2008
Credit Suisse September 2005 - October 2006
UBS Investment Bank August 2000 - August 2005
SG Securities January 1999 - August 2000
Bankers Trust May 1996 - November 1998
Skills
Equity Derivatives, Derivatives, Latin America, Financial Structuring, Management, Investment Banking, Capital Markets, Sales, Emerging Markets, Equities, Hedge Funds, Structured Products, Corporate Finance, Trading, Financial Markets, Structured Finance, Financial Modeling, Portfolio Management, Bloomberg, Investments
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Universidad de Lima 1981 — 1986
Bachellor, Industrial Engineering
Raj Dookharan's Deutsche Bank Securities Experience December 2000 - December 2008
Job KYC Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
Jefferies & Company January 2011 - July 2011
Barclays Capital July 2010 - December 2010
RBS Global Banking & Markets November 2009 - June 2010
Deutsche Bank Securities December 2000 - December 2008
Citigroup August 1998 - December 2000
Skills
AML, Fixed Income, Equities, KYC, Hedge Funds, Banking, Due Diligence, OFAC, Trading, Financial Risk, USA PATRIOT Act, Bloomberg, Options, Settlement, FINRA, Securities, Middle Office, Investment Banking
Education
The University of Texas at Arlington - College of Business Administration 1987 — 1989
BBA, Finance
BNY Mellon August 2011 - Present
Jefferies & Company January 2011 - July 2011
Barclays Capital July 2010 - December 2010
RBS Global Banking & Markets November 2009 - June 2010
Deutsche Bank Securities December 2000 - December 2008
Citigroup August 1998 - December 2000
Skills
AML, Fixed Income, Equities, KYC, Hedge Funds, Banking, Due Diligence, OFAC, Trading, Financial Risk, USA PATRIOT Act, Bloomberg, Options, Settlement, FINRA, Securities, Middle Office, Investment Banking
Education
The University of Texas at Arlington - College of Business Administration 1987 — 1989
BBA, Finance
Rami Zeidan's Deutsche Bank Securities Experience June 2010 - November 2011
Job Director, Hotel Acquisitions at The Sydell Group
Industry Investment Management
Experience
The Sydell Group October 2014 - Present
Starwood Capital Group March 2013 - Present
Starwood Capital Group November 2011 - Present
Deutsche Bank Securities June 2010 - November 2011
HG Vora Capital Management May 2009 - September 2009
Charles Street Partners, LLC May 2008 - May 2009
Marshal Salant Investment Team 2008 - 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Valuation, Bloomberg, Fixed Income, Financial Modeling, Equities, Investments, Asset Managment, Hedge Funds, Private Equity, Financial Analysis, Investment Banking, Capital Markets, Alternative Investments, Structured Finance
Education
London School of Economics and Political Science 2009 — 2010
Finance
The Johns Hopkins University 2006 — 2009
Bachelor of Arts (B.A.), Financial Economics
The Sydell Group October 2014 - Present
Starwood Capital Group March 2013 - Present
Starwood Capital Group November 2011 - Present
Deutsche Bank Securities June 2010 - November 2011
HG Vora Capital Management May 2009 - September 2009
Charles Street Partners, LLC May 2008 - May 2009
Marshal Salant Investment Team 2008 - 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Valuation, Bloomberg, Fixed Income, Financial Modeling, Equities, Investments, Asset Managment, Hedge Funds, Private Equity, Financial Analysis, Investment Banking, Capital Markets, Alternative Investments, Structured Finance
Education
London School of Economics and Political Science 2009 — 2010
Finance
The Johns Hopkins University 2006 — 2009
Bachelor of Arts (B.A.), Financial Economics
stephanie nailon's Deutsche Bank Securities Experience June 2007 - September 2008
Job Investor Relations at Anchorage Capital
Industry Leisure, Travel & Tourism
Experience
Anchorage Capital September 2010 - September 2011
Goldman Sachs February 2010 - February 2011
Academic Arrangements Abroad September 2008 - May 2009
Deutsche Bank Securities June 2007 - September 2008
Deutsche Bank October 2006 - April 2007
Deutsche Bank April 2006 - October 2006
Academic Arrangements Abroad June 2004 - March 2006
Skills
Prime Brokerage
Education
University of California, Santa Barbara 1998 — 2002
B.A., Global Studies and Sports Management
Mountbatten Institute
Certificate in International Buisness
Anchorage Capital September 2010 - September 2011
Goldman Sachs February 2010 - February 2011
Academic Arrangements Abroad September 2008 - May 2009
Deutsche Bank Securities June 2007 - September 2008
Deutsche Bank October 2006 - April 2007
Deutsche Bank April 2006 - October 2006
Academic Arrangements Abroad June 2004 - March 2006
Skills
Prime Brokerage
Education
University of California, Santa Barbara 1998 — 2002
B.A., Global Studies and Sports Management
Mountbatten Institute
Certificate in International Buisness
Jay Kreske's Deutsche Bank Securities Experience March 2004 - April 2010
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. July 2013 - Present
Knight Capital Group May 2012 - July 2013
Macquarie Capital (USA), Inc. July 2010 - March 2012
Deutsche Bank Securities March 2004 - April 2010
JP Morgan February 2000 - February 2004
Chase Hambrecht and Quist 2000 - 2001
Tucker Anthony Cleary Gull 1998 - 2000
Robert W. Baird and Company 1994 - 1998
B.C. Ziegler 1993 - 1994
Strong Capital Management 1989 - 1994
Education
The University of Chicago 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1985 — 1990
BBA, Finance/Marketing
Universidad de Sevilla
Mizuho Securities USA Inc. July 2013 - Present
Knight Capital Group May 2012 - July 2013
Macquarie Capital (USA), Inc. July 2010 - March 2012
Deutsche Bank Securities March 2004 - April 2010
JP Morgan February 2000 - February 2004
Chase Hambrecht and Quist 2000 - 2001
Tucker Anthony Cleary Gull 1998 - 2000
Robert W. Baird and Company 1994 - 1998
B.C. Ziegler 1993 - 1994
Strong Capital Management 1989 - 1994
Education
The University of Chicago 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1985 — 1990
BBA, Finance/Marketing
Universidad de Sevilla
Philip Schutty II's Deutsche Bank Securities Experience 1998 - 2001
Job Senior Direct Sales Rep at NextEra Energy Resources
Industry Utilities
Experience
NextEra Energy Resources April 2012 - Present
Glacial Energy May 2009 - April 2012
Constellation Energy 2006 - 2008
Agora Publishing 2003 - 2006
Deutsche Bank Securities 1998 - 2001
Chicago Futures Group 1995 - 1998
Education
The Johns Hopkins University 1991 — 1995
BA, Economics
North Hills High 1987 — 1991
NextEra Energy Resources April 2012 - Present
Glacial Energy May 2009 - April 2012
Constellation Energy 2006 - 2008
Agora Publishing 2003 - 2006
Deutsche Bank Securities 1998 - 2001
Chicago Futures Group 1995 - 1998
Education
The Johns Hopkins University 1991 — 1995
BA, Economics
North Hills High 1987 — 1991
Alan Maggiacomo's Deutsche Bank Securities Experience October 2008 - December 2008
Job Head of Cash,Collateral and Liquidity Business Transactions Services Americas & TMPG at Barclays
Industry Financial Services
Experience
Barclays Investment Bank April 2009 - Present
Deutsche Bank Securities October 2008 - December 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Skills
Hedge Funds, Fixed Income, Settlement, Bloomberg, Securities, Account Reconciliation, Middle Office, Options, Derivatives, Loans, Bonds, Prime Brokerage, Equities, Trading, Risk Management, Due Diligence, Credit Derivatives, Funding, Swaps, Compliance, Capital Markets, Portfolio Management, Accounting, Back Office, Investment Banking, Banking
Education
University at Buffalo 1984 — 1988
Barclays Investment Bank April 2009 - Present
Deutsche Bank Securities October 2008 - December 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Skills
Hedge Funds, Fixed Income, Settlement, Bloomberg, Securities, Account Reconciliation, Middle Office, Options, Derivatives, Loans, Bonds, Prime Brokerage, Equities, Trading, Risk Management, Due Diligence, Credit Derivatives, Funding, Swaps, Compliance, Capital Markets, Portfolio Management, Accounting, Back Office, Investment Banking, Banking
Education
University at Buffalo 1984 — 1988
Phil Weingord's Deutsche Bank Securities Experience March 2000 - March 2008
Job Managing Partner at Seer Capital Management
Industry Financial Services
Experience
Seer Capital Management 2008 - Present
Deutsche Bank Securities March 2000 - March 2008
Deutsche Bank 2000 - 2008
Credit Suisse First Boston 1986 - 2000
Skills
Investment Banking, Hedge Funds, Capital Markets, Derivatives, Fixed Income, Alternative Investments, Securitization, Structured Products
Education
University at Albany, SUNY 1979 — 1983
BS, Computer Science
Seer Capital Management 2008 - Present
Deutsche Bank Securities March 2000 - March 2008
Deutsche Bank 2000 - 2008
Credit Suisse First Boston 1986 - 2000
Skills
Investment Banking, Hedge Funds, Capital Markets, Derivatives, Fixed Income, Alternative Investments, Securitization, Structured Products
Education
University at Albany, SUNY 1979 — 1983
BS, Computer Science
Katherine Galway's Deutsche Bank Securities Experience July 2009 - July 2010
Job Registered Client Service Associate/CIO Assistant
Industry Financial Services
Experience
Windward Capital Management July 2012 - Present
Dimensional Fund Advisors July 2010 - February 2012
Deutsche Bank Securities July 2009 - July 2010
Credit Suisse May 2006 - July 2008
Skills
Series 7, series 66, Mutual Funds, Series 63, Leadership, Superior Client Service, Trading, Portfolio Management, Operational Excellence, Highly detail oriented, Multi Tasking, High Pressure..., Investments, Equities, Asset Management, Finance, Fixed Income, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Investment Banking
Education
UCLA Extension 2010 — 2015
Finance Certificate, Emphasis in Investment Management and Analysis
University of California, Berkeley 1999 — 2004
Bachelor's, International Economics, Slavic Languages & Literatures
Windward Capital Management July 2012 - Present
Dimensional Fund Advisors July 2010 - February 2012
Deutsche Bank Securities July 2009 - July 2010
Credit Suisse May 2006 - July 2008
Skills
Series 7, series 66, Mutual Funds, Series 63, Leadership, Superior Client Service, Trading, Portfolio Management, Operational Excellence, Highly detail oriented, Multi Tasking, High Pressure..., Investments, Equities, Asset Management, Finance, Fixed Income, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Investment Banking
Education
UCLA Extension 2010 — 2015
Finance Certificate, Emphasis in Investment Management and Analysis
University of California, Berkeley 1999 — 2004
Bachelor's, International Economics, Slavic Languages & Literatures
Ajanta Kalyanpur's Deutsche Bank Securities Experience July 2010 - January 2012
Job Assistant Designer at Timothy Corrigan, Inc.
Industry Design
Experience
Timothy Corrigan, Inc. May 2014 - Present
Racevine January 2013 - May 2014
Deutsche Bank Securities July 2010 - January 2012
Junior Achievement of New York October 2007 - March 2008
Merrill Lynch April 2005 - July 2007
Goldman Sachs June 2003 - April 2005
Skills
Financial Modeling, Fundraising, Sales, Business Development, Marketing Communications, Writing, Project Management, Due Diligence, Strategy, Entrepreneurship, Investment Banking, Emerging Markets, Corporate Development, Venture Capital, Private Equity, Business Strategy
Education
University of California, Los Angeles 2014 — 2015
Architecture and Interior Design
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Tufts University 1999 — 2003
BA, Economics and International Relations, Cum Laude
Universidad Autónoma de Madrid 2001 — 2002
John P. Stevens High School 1994 — 1999
Timothy Corrigan, Inc. May 2014 - Present
Racevine January 2013 - May 2014
Deutsche Bank Securities July 2010 - January 2012
Junior Achievement of New York October 2007 - March 2008
Merrill Lynch April 2005 - July 2007
Goldman Sachs June 2003 - April 2005
Skills
Financial Modeling, Fundraising, Sales, Business Development, Marketing Communications, Writing, Project Management, Due Diligence, Strategy, Entrepreneurship, Investment Banking, Emerging Markets, Corporate Development, Venture Capital, Private Equity, Business Strategy
Education
University of California, Los Angeles 2014 — 2015
Architecture and Interior Design
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Tufts University 1999 — 2003
BA, Economics and International Relations, Cum Laude
Universidad Autónoma de Madrid 2001 — 2002
John P. Stevens High School 1994 — 1999
Craig Zeman's Deutsche Bank Securities Experience February 2001 - May 2006
Job Title Insurance Producer Independent Contractor at Craig Zeman TIPIC, Inc.
Industry Financial Services
Experience
Craig Zeman - TIPIC, Inc. January 2011 - Present
U.S. Department of Commerce, U.S. Census Bureau February 2009 - November 2010
Deutsche Bank Securities February 2001 - May 2006
EAST PORT INC. July 1998 - February 2001
ABERDEEN PROVING GROUND FEDERAL CREDIT UNION (AFGFCU), July 1997 - July 1998
Skills
Research, Finance, Business Development, Vendor Management, Training, Customer Service, Budgets, Access
Education
University of Phoenix 2003 — 2005
MBA, Business
Towson University 1969 — 1974
BA, Business
Craig Zeman - TIPIC, Inc. January 2011 - Present
U.S. Department of Commerce, U.S. Census Bureau February 2009 - November 2010
Deutsche Bank Securities February 2001 - May 2006
EAST PORT INC. July 1998 - February 2001
ABERDEEN PROVING GROUND FEDERAL CREDIT UNION (AFGFCU), July 1997 - July 1998
Skills
Research, Finance, Business Development, Vendor Management, Training, Customer Service, Budgets, Access
Education
University of Phoenix 2003 — 2005
MBA, Business
Towson University 1969 — 1974
BA, Business
Declan Brady's Deutsche Bank Securities Experience 2003 - January 2009
Job Senior Vice President at Long Hills Capital LLC
Industry Investment Management
Experience
Long Hills Capital LLC 2009 - Present
Deutsche Bank Securities 2003 - January 2009
Morgan Stanley 1997 - 2003
Education
The George Washington University
B.S., Finance
Long Hills Capital LLC 2009 - Present
Deutsche Bank Securities 2003 - January 2009
Morgan Stanley 1997 - 2003
Education
The George Washington University
B.S., Finance
Katie Fitzgerald's Deutsche Bank Securities Experience June 2008 - July 2010
Job Manager, Business Development at CircleUp
Industry Financial Services
Experience
CircleUp January 2013 - Present
H.I.G. Capital July 2010 - January 2013
Deutsche Bank Securities June 2008 - July 2010
Harvey & Company LLC 2007 - 2007
Skills
Valuation, Private Equity, Investment Banking, Mergers, Mergers & Acquisitions, Financial Modeling, Business Development, Venture Capital, LBO, Due Diligence, Investments, Corporate Development, Emerging Markets, M&A experience, Equities, Finance, Leveraged Finance, Capital Markets, Corporate Finance, Hedge Funds, Alternative Investments, Start-ups
Education
University of California, Irvine
BA
CircleUp January 2013 - Present
H.I.G. Capital July 2010 - January 2013
Deutsche Bank Securities June 2008 - July 2010
Harvey & Company LLC 2007 - 2007
Skills
Valuation, Private Equity, Investment Banking, Mergers, Mergers & Acquisitions, Financial Modeling, Business Development, Venture Capital, LBO, Due Diligence, Investments, Corporate Development, Emerging Markets, M&A experience, Equities, Finance, Leveraged Finance, Capital Markets, Corporate Finance, Hedge Funds, Alternative Investments, Start-ups
Education
University of California, Irvine
BA
Robert D Miller's Deutsche Bank Securities Experience 2012 - Present
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Securities 2012 - Present
Credit Suisse October 2007 - June 2012
Citi November 1997 - October 2007
Cahill Gordon & Reindel July 1993 - November 1997
Education
University of Chicago Law School 1991 — 1994
Doctor of Law (JD), Law
Oxford University 1988 — 1991
Master of Studies, Philosophy and Mathematical Logic
University of California, Los Angeles 1981 — 1987
Bachelor of Arts (B.A.) and Master of Arts (M.A.), Philosophy
Deutsche Bank Securities 2012 - Present
Credit Suisse October 2007 - June 2012
Citi November 1997 - October 2007
Cahill Gordon & Reindel July 1993 - November 1997
Education
University of Chicago Law School 1991 — 1994
Doctor of Law (JD), Law
Oxford University 1988 — 1991
Master of Studies, Philosophy and Mathematical Logic
University of California, Los Angeles 1981 — 1987
Bachelor of Arts (B.A.) and Master of Arts (M.A.), Philosophy
Michael Melby, CFA's Deutsche Bank Securities Experience August 2003 - March 2007
Job Founder and Portfolio Manager at Gate City Capital Management
Industry Investment Management
Experience
Gate City Capital Management June 2014 - Present
Crystal Rock Capital Management October 2011 - June 2014
Coghill Capital Management January 2010 - September 2010
University of Notre Dame April 2007 - August 2009
Deutsche Bank Securities August 2003 - March 2007
Skills
Equity Research, Capital Markets, Investments, Valuation, Financial Modeling, Hedge Funds, Financial Analysis, Asset Management, Due Diligence, Portfolio Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Analytic Finance and Accounting
University of Notre Dame 1999 — 2003
BBA, Finance
Gate City Capital Management June 2014 - Present
Crystal Rock Capital Management October 2011 - June 2014
Coghill Capital Management January 2010 - September 2010
University of Notre Dame April 2007 - August 2009
Deutsche Bank Securities August 2003 - March 2007
Skills
Equity Research, Capital Markets, Investments, Valuation, Financial Modeling, Hedge Funds, Financial Analysis, Asset Management, Due Diligence, Portfolio Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Analytic Finance and Accounting
University of Notre Dame 1999 — 2003
BBA, Finance
George Malas, CFE's Deutsche Bank Securities Experience January 2007 - April 2009
Job Futures Trading Investigator at U.S. Commodity Futures Trading Commission
Industry Security and Investigations
Experience
U. S. Commodity Futures Trading Commission September 2009 - Present
Deutsche Bank Securities January 2007 - April 2009
Deutsche Bank Securities October 2005 - December 2006
NASD March 2004 - October 2005
NASD August 2002 - March 2004
NASD June 1998 - August 2002
Skills
Accounting, Analysis, Securities Regulation, Interviews, Training, Compliance, Risk Management, Series 7, Legal Writing, Financial Analysis, Trading, Securities, Management, Fraud, Finance, Auditing, AML
Education
The Johns Hopkins University - Carey Business School 2001 — 2006
MBA
Towson University 1992 — 1996
Bachelors, Business Administration / Finance
U. S. Commodity Futures Trading Commission September 2009 - Present
Deutsche Bank Securities January 2007 - April 2009
Deutsche Bank Securities October 2005 - December 2006
NASD March 2004 - October 2005
NASD August 2002 - March 2004
NASD June 1998 - August 2002
Skills
Accounting, Analysis, Securities Regulation, Interviews, Training, Compliance, Risk Management, Series 7, Legal Writing, Financial Analysis, Trading, Securities, Management, Fraud, Finance, Auditing, AML
Education
The Johns Hopkins University - Carey Business School 2001 — 2006
MBA
Towson University 1992 — 1996
Bachelors, Business Administration / Finance
Joseph Wrenn's Deutsche Bank Securities Experience December 2009 - September 2013
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank October 2013 - Present
Deutsche Bank Securities December 2009 - September 2013
Goldman Sachs June 2006 - February 2009
Skills
Equities, Hedge Funds, Investment Banking, Equity Research, Equity Derivatives, Derivatives, Financial Modeling, Valuation, Options
Education
The Ohio State University 2002 — 2006
Economics & Finance
UBS Investment Bank October 2013 - Present
Deutsche Bank Securities December 2009 - September 2013
Goldman Sachs June 2006 - February 2009
Skills
Equities, Hedge Funds, Investment Banking, Equity Research, Equity Derivatives, Derivatives, Financial Modeling, Valuation, Options
Education
The Ohio State University 2002 — 2006
Economics & Finance
Dino Galanis's Deutsche Bank Securities Experience May 2007 - December 2008
Job Principal at Arcadian Aluminum / Sky Window Tech
Industry Construction
Experience
Arcadian Aluminum / Sky Window Tech February 2012 - Present
First National Financial LP May 2009 - February 2012
Deutsche Bank Securities May 2007 - December 2008
DBRS January 2003 - May 2007
Monitor Group September 2000 - December 2002
Skills
Structured Finance, Fixed Income, Securitization, Credit, Credit Derivatives, Risk Management, Quantitative Analytics, Capital Markets, Structured Products, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Bloomberg, Financial Analysis, Hedge Funds
Education
London School of Economics and Political Science 1999 — 2000
Master of Science, Accounting & Finance
University of Toronto 1998 — 1999
Master of Arts, Economics
University of Toronto 1994 — 1998
Bachelor of Arts, Economics
Arcadian Aluminum / Sky Window Tech February 2012 - Present
First National Financial LP May 2009 - February 2012
Deutsche Bank Securities May 2007 - December 2008
DBRS January 2003 - May 2007
Monitor Group September 2000 - December 2002
Skills
Structured Finance, Fixed Income, Securitization, Credit, Credit Derivatives, Risk Management, Quantitative Analytics, Capital Markets, Structured Products, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Bloomberg, Financial Analysis, Hedge Funds
Education
London School of Economics and Political Science 1999 — 2000
Master of Science, Accounting & Finance
University of Toronto 1998 — 1999
Master of Arts, Economics
University of Toronto 1994 — 1998
Bachelor of Arts, Economics
Ryan Kealy's Deutsche Bank Securities Experience June 2007 - August 2007
Job Director Institutional Equity Sales KBW
Industry Financial Services
Experience
KBW 2008 - Present
Citi Smith Barney January 2008 - May 2008
Deutsche Bank Securities June 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Trading, Asset Managment, Financial Analysis, Securities, Portfolio Management, Equity Trading, Investments, Corporate Finance, Finance, Asset Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
The Johns Hopkins University 2004 — 2008
MS, Economics
KBW 2008 - Present
Citi Smith Barney January 2008 - May 2008
Deutsche Bank Securities June 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Trading, Asset Managment, Financial Analysis, Securities, Portfolio Management, Equity Trading, Investments, Corporate Finance, Finance, Asset Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
The Johns Hopkins University 2004 — 2008
MS, Economics
Kevin Hegarty, CFA's Deutsche Bank Securities Experience March 2006 - Present
Job Director at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities March 2006 - Present
PRTM Management Consultants March 2003 - February 2006
United States Army May 1998 - March 2003
Education
The Johns Hopkins University - Carey Business School 2003 — 2006
MBA, Finance
United States Military Academy at West Point 1994 — 1998
BS, Economics
Deutsche Bank Securities March 2006 - Present
PRTM Management Consultants March 2003 - February 2006
United States Army May 1998 - March 2003
Education
The Johns Hopkins University - Carey Business School 2003 — 2006
MBA, Finance
United States Military Academy at West Point 1994 — 1998
BS, Economics
Farris Shenaq's Deutsche Bank Securities Experience January 2011 - July 2012
Job Senior Associate at First Reserve Momentum
Industry Venture Capital & Private Equity
Experience
First Reserve Momentum November 2014 - Present
Pelican Energy Partners August 2012 - September 2014
Deutsche Bank Securities January 2011 - July 2012
WhiteHorse Capital Partners July 2008 - January 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
First Reserve Momentum November 2014 - Present
Pelican Energy Partners August 2012 - September 2014
Deutsche Bank Securities January 2011 - July 2012
WhiteHorse Capital Partners July 2008 - January 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Karen Dunn's Deutsche Bank Securities Experience 2006 - 2009
Job Roadshow Coordinator at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2010 - Present
UBS Investment Bank January 2010 - March 2010
Deutsche Bank Securities 2006 - 2009
Deutsche Bank Securities 2002 - 2006
Deutsche Bank Securities 2001 - 2002
Deutsche Bank Securities 1997 - 2001
Nationsbank of North Carolina NA/CRT 1994 - 1997
Skills
Equities, FX Options, Fixed Income, Investment Banking, Financial Services, Management, Emerging Markets, Event Planning, Leadership
Education
University of Adelaide
B Sc
Bank of America Merrill Lynch April 2010 - Present
UBS Investment Bank January 2010 - March 2010
Deutsche Bank Securities 2006 - 2009
Deutsche Bank Securities 2002 - 2006
Deutsche Bank Securities 2001 - 2002
Deutsche Bank Securities 1997 - 2001
Nationsbank of North Carolina NA/CRT 1994 - 1997
Skills
Equities, FX Options, Fixed Income, Investment Banking, Financial Services, Management, Emerging Markets, Event Planning, Leadership
Education
University of Adelaide
B Sc
R. Dale Lynch's Deutsche Bank Securities Experience August 1996 - May 1997
Job Financial Executive / CFO
Industry Venture Capital & Private Equity
Experience
Farmer Mac February 2013 - Present
U.S. Silica Company July 2011 - April 2012
Allied Capital July 2004 - April 2010
Lehman Brothers May 2000 - May 2004
Lehman Brothers May 1997 - May 2000
Deutsche Bank Securities August 1996 - May 1997
Merrill Lynch September 1992 - September 1994
Merrill Lynch August 1989 - August 1992
Skills
Leadership, Internal Audit, Private Equity, Financial Modeling, Mergers, Valuation, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Investment Banking, Equities, Investor Relations, Venture Capital, Leveraged Finance, IPO, Acquisitions, SOX 404, Financial Operations, Internal Controls, Financial Forecasting, Corporate FP&A, Public Relations, Profitable Growth, Growth Management, Telecommunications, Equity Research, Business Development, BDCs, Corporate Development, Mergers & Acquisitions, Investments
Education
Center for Creative Leadership 2007 — 2007
The University of Chicago Booth School of Business 1994 — 1996
MBA, with Honors, Financial Management and Economics
The Pennsylvania State University, Smeal College of Business 1984 — 1989
BS, with Honors, Accounting
Farmer Mac February 2013 - Present
U.S. Silica Company July 2011 - April 2012
Allied Capital July 2004 - April 2010
Lehman Brothers May 2000 - May 2004
Lehman Brothers May 1997 - May 2000
Deutsche Bank Securities August 1996 - May 1997
Merrill Lynch September 1992 - September 1994
Merrill Lynch August 1989 - August 1992
Skills
Leadership, Internal Audit, Private Equity, Financial Modeling, Mergers, Valuation, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Investment Banking, Equities, Investor Relations, Venture Capital, Leveraged Finance, IPO, Acquisitions, SOX 404, Financial Operations, Internal Controls, Financial Forecasting, Corporate FP&A, Public Relations, Profitable Growth, Growth Management, Telecommunications, Equity Research, Business Development, BDCs, Corporate Development, Mergers & Acquisitions, Investments
Education
Center for Creative Leadership 2007 — 2007
The University of Chicago Booth School of Business 1994 — 1996
MBA, with Honors, Financial Management and Economics
The Pennsylvania State University, Smeal College of Business 1984 — 1989
BS, with Honors, Accounting
Marc Nickley's Deutsche Bank Securities Experience May 2007 - Present
Job TMT Equity Specialist at Deutsche Bank Securities
Industry
Experience
Deutsche Bank Securities May 2007 - Present
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
MBA
University of Central Florida - College of Business Administration 1996 — 1998
BA, Finance
Deutsche Bank Securities May 2007 - Present
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
MBA
University of Central Florida - College of Business Administration 1996 — 1998
BA, Finance
David Bitterman's Deutsche Bank Securities Experience 2000 - 2008
Job Managing Director at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group January 2009 - Present
Deutsche Bank Securities 2000 - 2008
Bear Stearns 1996 - 2000
Skills
Private Equity, LBO, Hedge Funds, Fixed Income, Financial Modeling, Leveraged Finance, Equities, Mergers, Alternative Investments, Structured Finance
Education
NYU Stern School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Tufts University 1982 — 1986
Bachelor of Arts (B.A.), International Relations and Affairs
Huron Consulting Group January 2009 - Present
Deutsche Bank Securities 2000 - 2008
Bear Stearns 1996 - 2000
Skills
Private Equity, LBO, Hedge Funds, Fixed Income, Financial Modeling, Leveraged Finance, Equities, Mergers, Alternative Investments, Structured Finance
Education
NYU Stern School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Tufts University 1982 — 1986
Bachelor of Arts (B.A.), International Relations and Affairs
Edward Dooley's Deutsche Bank Securities Experience August 1996 - June 2003
Job Owner, Royal Crane Rentals LLC
Industry Construction
Experience
Royal Crane Rentals LLC April 2005 - Present
Royal Crane Rentals LLC April 2005 - December 2010
Commerzbank Securities October 2003 - November 2004
Deutsche Bank Securities August 1996 - June 2003
Soundview Financial Group, Inc May 1995 - July 1996
Prudential Securities July 1993 - April 1995
Education
University at Albany, SUNY
Bachelor of Science, Business Administration
St. John's University, College of Business Administration
Royal Crane Rentals LLC April 2005 - Present
Royal Crane Rentals LLC April 2005 - December 2010
Commerzbank Securities October 2003 - November 2004
Deutsche Bank Securities August 1996 - June 2003
Soundview Financial Group, Inc May 1995 - July 1996
Prudential Securities July 1993 - April 1995
Education
University at Albany, SUNY
Bachelor of Science, Business Administration
St. John's University, College of Business Administration
Rafael Schnitzler's Deutsche Bank Securities Experience July 2011 - Present
Job at
Industry Financial Services
Experience
PJT Partners August 2015 - Present
Deutsche Bank Securities July 2011 - Present
EnerNOC 2010 - 2010
ServiceSource 2007 - 2009
Education
University of Virginia Darden School of Business 2009 — 2011
University of California, Davis
BA, Economics
PJT Partners August 2015 - Present
Deutsche Bank Securities July 2011 - Present
EnerNOC 2010 - 2010
ServiceSource 2007 - 2009
Education
University of Virginia Darden School of Business 2009 — 2011
University of California, Davis
BA, Economics
Jack Schwetje's Deutsche Bank Securities Experience June 2001 - June 2005
Job Experienced Financial Professional
Industry Investment Management
Experience
First New York Securities September 2013 - December 2013
Agile Trading Group June 2011 - August 2013
Forefront Capital Management May 2010 - June 2011
Jefferies & Company 2006 - 2007
Deutsche Bank Securities June 2001 - June 2005
Goldman Sachs February 1992 - June 2001
US Army 1988 - 1992
Skills
Equities, Hedge Funds, Trading, Management, Investments, Capital Markets, Alternative Investments, Strategic Planning, Securities, Valuation, Derivatives, Asset Management, Private Equity, Options, Series 7, Fixed Income
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Engineering Management
First New York Securities September 2013 - December 2013
Agile Trading Group June 2011 - August 2013
Forefront Capital Management May 2010 - June 2011
Jefferies & Company 2006 - 2007
Deutsche Bank Securities June 2001 - June 2005
Goldman Sachs February 1992 - June 2001
US Army 1988 - 1992
Skills
Equities, Hedge Funds, Trading, Management, Investments, Capital Markets, Alternative Investments, Strategic Planning, Securities, Valuation, Derivatives, Asset Management, Private Equity, Options, Series 7, Fixed Income
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Engineering Management
Chris Struve's Deutsche Bank Securities Experience March 2005 - February 2007
Job MD, MBA
Industry Medical Practice
Experience
Ascension September 2015 - Present
Mattox Family Physicians December 2014 - June 2015
Stark Investments March 2007 - August 2008
Deutsche Bank Securities March 2005 - February 2007
Fitch Ratings April 2002 - February 2005
General Motors May 1999 - March 2002
PFS, LLC September 1997 - January 1999
US Army May 1992 - May 1997
Skills
Valuation, Financial Modeling, Equity Research, Information Management, Credit Analysis, Cross-functional Team..., Leadership, Healthcare Management, Financial Statement..., Budgeting, Capital Budgeting, Microsoft Office, Trading, Automotive, Steel, Networking
Education
American University of the Caribbean 2010 — 2014
MD, Medicine
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance and Corporate Strategy
United States Military Academy at West Point 1988 — 1992
Bachelor's Degree, Military History, Top 15% of class
Ascension September 2015 - Present
Mattox Family Physicians December 2014 - June 2015
Stark Investments March 2007 - August 2008
Deutsche Bank Securities March 2005 - February 2007
Fitch Ratings April 2002 - February 2005
General Motors May 1999 - March 2002
PFS, LLC September 1997 - January 1999
US Army May 1992 - May 1997
Skills
Valuation, Financial Modeling, Equity Research, Information Management, Credit Analysis, Cross-functional Team..., Leadership, Healthcare Management, Financial Statement..., Budgeting, Capital Budgeting, Microsoft Office, Trading, Automotive, Steel, Networking
Education
American University of the Caribbean 2010 — 2014
MD, Medicine
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance and Corporate Strategy
United States Military Academy at West Point 1988 — 1992
Bachelor's Degree, Military History, Top 15% of class
Matt Perry's Deutsche Bank Securities Experience 2001 - 2003
Job Health Care Analyst at Catapult, A Millennium Group Company
Industry
Experience
Catapult, A Millennium Group Company September 2014 - Present
J.P. Morgan Asset Management 2010 - January 2014
Wells Fargo Securities, LLC 2003 - 2010
Deutsche Bank Securities 2001 - 2003
Education
University of Chicago, Booth School of Business 1999 — 2001
MBA, Finance
Tufts University 1991 — 1995
BA, English
Catapult, A Millennium Group Company September 2014 - Present
J.P. Morgan Asset Management 2010 - January 2014
Wells Fargo Securities, LLC 2003 - 2010
Deutsche Bank Securities 2001 - 2003
Education
University of Chicago, Booth School of Business 1999 — 2001
MBA, Finance
Tufts University 1991 — 1995
BA, English
Ming K Chu's Deutsche Bank Securities Experience February 2004 - Present
Job Vice President at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities February 2004 - Present
Deutsche Bank July 2001 - February 2004
Deutsche Bank June 2000 - August 2000
Elsevier Science February 1999 - August 1999
Thomson CSF May 1998 - February 1999
Thomson CSF January 1993 - May 1998
Linformatica S.A. January 1991 - December 1992
Nexo, SpA May 1989 - December 1990
Advanced Graphic Applications, Inc. July 1986 - May 1989
Skills
Financial Analysis, Capital Markets, Investment Banking, Banking, Debt & Equity Financing, Corporate Finance, Unix, OOP, C, C++, Assembly Language, x86 Assembly, Fixed Income, Financial Modeling, Strategic Planning, Valuation, Project Management, Leadership, Derivatives, Product Management, Equities, Program Management, Strategy
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
The Cooper Union for the Advancement of Science and Art 1983 — 1987
Bachelor's Degree, Electrical Engineering
Deutsche Bank Securities February 2004 - Present
Deutsche Bank July 2001 - February 2004
Deutsche Bank June 2000 - August 2000
Elsevier Science February 1999 - August 1999
Thomson CSF May 1998 - February 1999
Thomson CSF January 1993 - May 1998
Linformatica S.A. January 1991 - December 1992
Nexo, SpA May 1989 - December 1990
Advanced Graphic Applications, Inc. July 1986 - May 1989
Skills
Financial Analysis, Capital Markets, Investment Banking, Banking, Debt & Equity Financing, Corporate Finance, Unix, OOP, C, C++, Assembly Language, x86 Assembly, Fixed Income, Financial Modeling, Strategic Planning, Valuation, Project Management, Leadership, Derivatives, Product Management, Equities, Program Management, Strategy
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
The Cooper Union for the Advancement of Science and Art 1983 — 1987
Bachelor's Degree, Electrical Engineering
Brian Brennan's Deutsche Bank Securities Experience October 1994 - April 2000
Job Partner at RMBS Management LLC
Industry Investment Management
Experience
RMBS Management LLC December 2008 - Present
Camulos Capital March 2008 - December 2008
Merrill Lynch May 2000 - February 2008
Deutsche Bank Securities October 1994 - April 2000
Citicorp Securities 1987 - 1994
Skills
ABS, Structured Finance, CMBS, CDO, Bonds, Financial Structuring, CDS, Securities, Loan Origination, Series 7, Banking, Loans
Education
The University of Connecticut 1978 — 1983
BA
RMBS Management LLC December 2008 - Present
Camulos Capital March 2008 - December 2008
Merrill Lynch May 2000 - February 2008
Deutsche Bank Securities October 1994 - April 2000
Citicorp Securities 1987 - 1994
Skills
ABS, Structured Finance, CMBS, CDO, Bonds, Financial Structuring, CDS, Securities, Loan Origination, Series 7, Banking, Loans
Education
The University of Connecticut 1978 — 1983
BA
Bat-Ulzii Luvsansharav's Deutsche Bank Securities Experience July 2012 - July 2014
Job Investment banking analyst at Deutsche Bank Securities
Industry Financial Services
Experience
Global Infrastructure Partners August 2014 - Present
Deutsche Bank Securities July 2012 - July 2014
Deutsche Bank June 2011 - August 2011
Golomt Bank June 2009 - July 2009
Skills
Financial Analysis, Corporate Finance, Investment Banking, Financial Modeling, Valuation, Bloomberg, Bloomberg Terminal, Finance, Equities, Economics, Business Valuation, Private Equity, Equity Research
Education
The University of Kansas 2008 — 2012
Bachelor's degree, Accounting and Finance
Mongolian Turkish High School 2005 — 2008
Global Infrastructure Partners August 2014 - Present
Deutsche Bank Securities July 2012 - July 2014
Deutsche Bank June 2011 - August 2011
Golomt Bank June 2009 - July 2009
Skills
Financial Analysis, Corporate Finance, Investment Banking, Financial Modeling, Valuation, Bloomberg, Bloomberg Terminal, Finance, Equities, Economics, Business Valuation, Private Equity, Equity Research
Education
The University of Kansas 2008 — 2012
Bachelor's degree, Accounting and Finance
Mongolian Turkish High School 2005 — 2008
Abbas Elegba's Deutsche Bank Securities Experience August 2013 - Present
Job Investment Banking Associate Financial Sponsors Group at Deutsche Bank Securities
Industry
Experience
Deutsche Bank Securities August 2013 - Present
Deutsche Bank Securities June 2012 - August 2012
US Army May 2006 - August 2011
Skills
Army, Financial Modeling, Military Operations, Investment Banking, Operational Planning, Real Estate
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 2002 — 2006
Bachelor of Engineering (B.E.), Engineering/Industrial Management
Deutsche Bank Securities August 2013 - Present
Deutsche Bank Securities June 2012 - August 2012
US Army May 2006 - August 2011
Skills
Army, Financial Modeling, Military Operations, Investment Banking, Operational Planning, Real Estate
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 2002 — 2006
Bachelor of Engineering (B.E.), Engineering/Industrial Management
Gabriel Ratcliff's Deutsche Bank Securities Experience July 2011 - Present
Job Equity Sales Trader at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities July 2011 - Present
Skills
Investment Banking, Valuation, Bloomberg, Capital Markets, Financial Modeling, Fixed Income, Equities, Equity Valuation, Financial Structuring, Hedge Funds, Equity Research, Equity Derivatives, Microsoft Office, Derivatives, Financial Analysis, Microsoft Excel, Corporate Finance
Education
Tulane University/University of New Orleans 2009 — 2011
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Tulane University 2008 — 2009
Master of Arts (M.A.), Accounting
Tulane University 2004 — 2009
Bachelor's degree, Finance
Deutsche Bank Securities July 2011 - Present
Skills
Investment Banking, Valuation, Bloomberg, Capital Markets, Financial Modeling, Fixed Income, Equities, Equity Valuation, Financial Structuring, Hedge Funds, Equity Research, Equity Derivatives, Microsoft Office, Derivatives, Financial Analysis, Microsoft Excel, Corporate Finance
Education
Tulane University/University of New Orleans 2009 — 2011
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Tulane University 2008 — 2009
Master of Arts (M.A.), Accounting
Tulane University 2004 — 2009
Bachelor's degree, Finance
Rodica Bizgu-Juwono's Deutsche Bank Securities Experience June 2003 - March 2004
Job MBA Graduate | Background in Equity Research
Industry Financial Services
Experience
KidzJet December 2014 - Present
Citigroup March 2004 - September 2012
Deutsche Bank Securities June 2003 - March 2004
Swiss Re Capital Partners June 2001 - March 2003
Robertson Stephens, Inc. November 2000 - May 2001
Skills
Equity Research, Corporate Finance, Financial Analysis, Equity Valuation, Data Analysis, Strategy, Financial Modeling, Valuation, Real Estate, Analysis, Investment Banking, Capital Markets, Equities, Competitive Analysis, Investments, Business Analysis
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA, Finance, General
State University of Moldova, Moldova 1994 — 1999
Bachelor, German Linguistic & English
KidzJet December 2014 - Present
Citigroup March 2004 - September 2012
Deutsche Bank Securities June 2003 - March 2004
Swiss Re Capital Partners June 2001 - March 2003
Robertson Stephens, Inc. November 2000 - May 2001
Skills
Equity Research, Corporate Finance, Financial Analysis, Equity Valuation, Data Analysis, Strategy, Financial Modeling, Valuation, Real Estate, Analysis, Investment Banking, Capital Markets, Equities, Competitive Analysis, Investments, Business Analysis
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA, Finance, General
State University of Moldova, Moldova 1994 — 1999
Bachelor, German Linguistic & English
D. Scott Kimball's Deutsche Bank Securities Experience 1999 - 2002
Job Venture Capital and Merchant Banking
Industry Venture Capital & Private Equity
Experience
Gemini Southern/DEVCAP Partners August 2015 - Present
Cypress Consumer Partners September 2010 - Present
Vestiage, Inc. March 2012 - August 2015
Bridgewater Capital Corp February 2008 - January 2010
JP Morgan Chase (Bear Stearns) 2002 - 2004
Deutsche Bank Securities 1999 - 2002
Merrill Lynch 1995 - 2000
Winthrop Financial 1980 - 1986
Toronto Blue Jays Baseball Organization 1982 - 1984
Skills
Private Equity, Venture Capital, Due Diligence, Mergers, Investment Banking, Valuation, Investments, Corporate Development, Asset Managment, Investment Management, Capital Markets, Financial Modeling, Equities, Securities, Investor Relations, Start-ups, Corporate Finance, Finance, Entrepreneurship, Private Placements, Mergers & Acquisitions, Alternative Investments, Portfolio Management, Financial Structuring, Asset Management
Education
University of California, Los Angeles 1984 — 1985
BA, Political Science
University of California, Santa Barbara 1980 — 1983
BA, Political Science
Gemini Southern/DEVCAP Partners August 2015 - Present
Cypress Consumer Partners September 2010 - Present
Vestiage, Inc. March 2012 - August 2015
Bridgewater Capital Corp February 2008 - January 2010
JP Morgan Chase (Bear Stearns) 2002 - 2004
Deutsche Bank Securities 1999 - 2002
Merrill Lynch 1995 - 2000
Winthrop Financial 1980 - 1986
Toronto Blue Jays Baseball Organization 1982 - 1984
Skills
Private Equity, Venture Capital, Due Diligence, Mergers, Investment Banking, Valuation, Investments, Corporate Development, Asset Managment, Investment Management, Capital Markets, Financial Modeling, Equities, Securities, Investor Relations, Start-ups, Corporate Finance, Finance, Entrepreneurship, Private Placements, Mergers & Acquisitions, Alternative Investments, Portfolio Management, Financial Structuring, Asset Management
Education
University of California, Los Angeles 1984 — 1985
BA, Political Science
University of California, Santa Barbara 1980 — 1983
BA, Political Science
Christian Bagshaw's Deutsche Bank Securities Experience 2004 - Present
Job AVPClient Advisor
Industry Investment Banking
Experience
Deutsche Bank Securities 2004 - Present
Education
University of Arizona 1992 — 1995
BSBA, Finance
Deutsche Bank Securities 2004 - Present
Education
University of Arizona 1992 — 1995
BSBA, Finance
Kreg Keeney's Deutsche Bank Securities Experience May 1991 - Present
Job Vice President at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities May 1991 - Present
Deutsche Bank Securities May 1991 - Present
Education
Towson University 1986 — 1990
Bachelors, Sports Management
Deutsche Bank Securities May 1991 - Present
Deutsche Bank Securities May 1991 - Present
Education
Towson University 1986 — 1990
Bachelors, Sports Management
David Hugh's Deutsche Bank Securities Experience July 2000 - February 2003
Job Manager, Financial Planning & Analysis at Western Asset Management
Industry Investment Management
Experience
Western Asset Management November 2010 - Present
Goldman Sachs & Co. June 2004 - June 2008
Deutsche Bank Securities July 2000 - February 2003
Deloitte & Touche June 1994 - September 1998
Skills
Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA, Corporate Finance
UCLA 1990 — 1994
BS, Business Economics
Western Asset Management November 2010 - Present
Goldman Sachs & Co. June 2004 - June 2008
Deutsche Bank Securities July 2000 - February 2003
Deloitte & Touche June 1994 - September 1998
Skills
Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA, Corporate Finance
UCLA 1990 — 1994
BS, Business Economics
Siri Cowden's Deutsche Bank Securities Experience September 2008 - Present
Job Marketing Review Group Officer at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities September 2008 - Present
Education
The Johns Hopkins University
Master of Business Administration (M.B.A.)
West Chester University of Pennsylvania
Bachelor's degree
Deutsche Bank Securities September 2008 - Present
Education
The Johns Hopkins University
Master of Business Administration (M.B.A.)
West Chester University of Pennsylvania
Bachelor's degree
Charles Grauer's Deutsche Bank Securities Experience January 2006 - January 2008
Job Arts
Industry Fine Art
Experience
Mary Boone Gallery 2012 - Present
Lost Weekend NYC 2012 - Present
LarrainVial April 2008 - December 2008
Deutsche Bank Securities January 2006 - January 2008
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts, English
Mary Boone Gallery 2012 - Present
Lost Weekend NYC 2012 - Present
LarrainVial April 2008 - December 2008
Deutsche Bank Securities January 2006 - January 2008
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts, English
Paul Teske's Deutsche Bank Securities Experience 2006 - 2008
Job Principal at ATL Partners
Industry Venture Capital & Private Equity
Experience
ATL Partners February 2015 - Present
MidOcean Partners May 2013 - Present
Noranco Inc April 2013 - Present
Futures and Options April 2013 - Present
Jones & Frank July 2013 - February 2015
MidOcean Partners June 2011 - May 2013
MidOcean Partners September 2008 - June 2011
Deutsche Bank Securities 2006 - 2008
Skills
LBO, Private Equity, M&A experience, Valuation, Financial Modeling, Due Diligence, Buyouts, Mergers, Investments
Education
University of Michigan 2002 — 2006
BA, Economics, Political Science
London School of Economics and Political Science 2005 — 2005
East Jordan High School
ATL Partners February 2015 - Present
MidOcean Partners May 2013 - Present
Noranco Inc April 2013 - Present
Futures and Options April 2013 - Present
Jones & Frank July 2013 - February 2015
MidOcean Partners June 2011 - May 2013
MidOcean Partners September 2008 - June 2011
Deutsche Bank Securities 2006 - 2008
Skills
LBO, Private Equity, M&A experience, Valuation, Financial Modeling, Due Diligence, Buyouts, Mergers, Investments
Education
University of Michigan 2002 — 2006
BA, Economics, Political Science
London School of Economics and Political Science 2005 — 2005
East Jordan High School
Michael Sanderson's Deutsche Bank Securities Experience January 2010 - Present
Job Corporate Equity Derivatives
Industry Investment Banking
Experience
Deutsche Bank Securities January 2010 - Present
Deutsche Bank November 2002 - December 2009
Deutsche Bank January 1998 - November 2002
Deloitte January 1995 - December 1997
Skills
Securities Regulation, Derivatives, Equity Research, Equities, Equity Derivatives, Trading, Equity Trading, Proprietary Trading, Financial Structuring, Emerging Markets, Convertible Bonds, Banking, Equity Swaps, Capital Markets
Education
University of Cape Town 1991 — 1994
Bachelor of Commerce (BCom), Accounting and Finance, Post Graduate Diploma in Acounting
Deutsche Bank Securities January 2010 - Present
Deutsche Bank November 2002 - December 2009
Deutsche Bank January 1998 - November 2002
Deloitte January 1995 - December 1997
Skills
Securities Regulation, Derivatives, Equity Research, Equities, Equity Derivatives, Trading, Equity Trading, Proprietary Trading, Financial Structuring, Emerging Markets, Convertible Bonds, Banking, Equity Swaps, Capital Markets
Education
University of Cape Town 1991 — 1994
Bachelor of Commerce (BCom), Accounting and Finance, Post Graduate Diploma in Acounting
Charles Rudnick's Deutsche Bank Securities Experience May 2012 - Present
Job Director at Deutsche Bank Securities
Industry
Experience
Deutsche Bank Securities May 2012 - Present
Credit Suisse May 2007 - May 2012
Lehman Brothers October 2000 - May 2007
Bear Stearns October 1994 - October 2000
Education
University of Connecticut 1974 — 1978
Bachelor’s Degree
Deutsche Bank Securities May 2012 - Present
Credit Suisse May 2007 - May 2012
Lehman Brothers October 2000 - May 2007
Bear Stearns October 1994 - October 2000
Education
University of Connecticut 1974 — 1978
Bachelor’s Degree
Francis Yim's Deutsche Bank Securities Experience July 2006 - September 2012
Job Director of Marketing at Lumi Cards LLC
Industry Financial Services
Experience
Lumi Cards LLC June 2014 - Present
Deutsche Bank Securities July 2006 - September 2012
KPMG August 1999 - July 2006
Korea First Bank August 1996 - July 1999
KPMG September 1993 - August 1996
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance
The University of Texas at Austin 1988 — 1992
Bachelor’s Degree, Accounting
Lumi Cards LLC June 2014 - Present
Deutsche Bank Securities July 2006 - September 2012
KPMG August 1999 - July 2006
Korea First Bank August 1996 - July 1999
KPMG September 1993 - August 1996
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance
The University of Texas at Austin 1988 — 1992
Bachelor’s Degree, Accounting
Cliff Adams's Deutsche Bank Securities Experience September 2014 - Present
Job Managing Director & Cohead of Upstream at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities September 2014 - Present
Citi June 2013 - August 2014
Education
The University of Texas at Dallas 1990 — 1993
Master of Business Administration (MBA)
The University of Texas at Austin 1981 — 1985
Bachelor of Science (BS), Petroleum Engineering
Deutsche Bank Securities September 2014 - Present
Citi June 2013 - August 2014
Education
The University of Texas at Dallas 1990 — 1993
Master of Business Administration (MBA)
The University of Texas at Austin 1981 — 1985
Bachelor of Science (BS), Petroleum Engineering
Darian Cohen's Deutsche Bank Securities Experience September 2008 - Present
Job
Industry Investment Management
Experience
Deutsche Bank Securities September 2008 - Present
Lehman Brothers September 1983 - September 2008
Skills
Portfolio Management, Investments, Municipal Bonds, Options, Equities, Fixed Income
Education
University of California, Los Angeles 1978 — 1982
Bachelor's degree, Business/Economics
Deutsche Bank Securities September 2008 - Present
Lehman Brothers September 1983 - September 2008
Skills
Portfolio Management, Investments, Municipal Bonds, Options, Equities, Fixed Income
Education
University of California, Los Angeles 1978 — 1982
Bachelor's degree, Business/Economics