Deutsche Bank Securities
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1,356 Deutsche Bank Securities employees in database. Find out everything there's to know about Deutsche Bank Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Deutsche Bank Securities Employees
Tennenbaum Capital Partners, LLC April 2014 - Present
Deutsche Bank Securities June 2007 - March 2014
Skills
Valuation, Investment Banking
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Economics - Finance/OPIM
University of Pennsylvania 2003 — 2007
Bachelor of Applied Science (BASc), Systems Engineering - Individualized
StyleSeat November 2014 - Present
AdRoll April 2014 - November 2014
Amazon August 2012 - March 2014
Amazon May 2011 - August 2011
Diotec Electronics Corporation January 2010 - June 2010
Nautic Partners LLC August 2007 - July 2009
Deutsche Bank Securities July 2005 - June 2007
Skills
Financial Modeling, Corporate Development, Valuation, Private Equity, E-commerce, Business Analytics, Product Management, Cross-functional Team..., Analytics, Business Planning, Entrepreneurship, Data Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Marketing, Operations & Information Management
University of Pennsylvania 2001 — 2005
Bachelor of Applied Science, Systems Engineering
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science, Economics
AppDirect July 2015 - Present
Goldman Sachs July 2013 - June 2015
Deutsche Bank Securities June 2012 - August 2012
Foundry Capital June 2011 - August 2011
British Standards Institute BSI-KSA April 2011 - May 2011
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration, Finance and International Business
Deutsche Bank Securities January 2009 - Present
Deutsche Bank Securities December 2003 - December 2008
American Express Financial Advisors July 2002 - October 2003
Skills
Capital Markets, Equities, Private Equity, Fixed Income, Derivatives, Bloomberg, Securities, Finance, Financial Risk, Trading, Analysis, Investments
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Maryland College Park 1998 — 2002
Bachelor of Arts (BA), Economics
Technology Crossover Ventures 2011 - Present
The Blackstone Group 2005 - 2011
Credit Suisse First Boston 1999 - 2005
Deutsche Bank Securities 1998 - 1999
Skills
Private Equity, Mergers, Venture Capital, Valuation, Corporate Development, Financial Modeling, Due Diligence, Investment Banking, Investments, Corporate Finance, Start-ups, LBO, Equities, Mergers & Acquisitions, M&A experience, Capital Markets
Education
University of Pennsylvania 1994 — 1998
BSE, Bioengineering
University of Pennsylvania - The Wharton School 1994 — 1998
BSE, Finance
Columbus Academy 1981 — 1994
Deutsche Bank Securities June 2015 - August 2015
CBRE June 2014 - August 2014
Mount Sinai Health System June 2013 - August 2013
Education
University of Richmond - Robins School of Business
Business Administration, Finance
The Taft School 2011 — 2012
Rye High School 2007 — 2011
High School
Katten Muchin Rosenman LLP November 2010 - Present
Deutsche Bank Securities November 2013 - April 2014
Dewey & LeBoeuf LLP September 2008 - October 2010
Skills
Legal Writing, Corporate Law, Structured Finance
Education
University of Michigan Law School 2006 — 2008
University of Michigan 2001 — 2005
B.A., Economics & Political Science
Deutsche Bank Securities September 2014 - Present
Deutsche Bank June 2014 - August 2014
Munder Capital Management May 2013 - August 2013
Kelly Services July 2012 - August 2012
Skills
Bloomberg, Bloomberg Software, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Data Analysis, Economics, Business Analysis, Access, Finance, Bloomberg Terminal, VBA, Valuation, Microsoft Word, Investments, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration, Finance and Financial Management Services
University of Michigan 2011 — 2015
Turn August 2015 - Present
Turn April 2015 - August 2015
Turn December 2013 - March 2015
KPMG Advisory June 2011 - November 2013
All Terrain August 2010 - May 2011
Berlitz Mexico March 2010 - May 2010
FICG March 2010 - March 2010
Deutsche Bank Securities June 2006 - July 2008
Skills
Financial Modeling, Finance, Private Equity, Valuation, Investments, Microsoft Excel, Public Relations, Analysis, Mergers, Investment Banking, Press Releases, Process Improvement, Due Diligence, Financial Analysis, Banking, Corporate Finance, Mergers & Acquisitions, Management, Bloomberg
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelors of Science, Accounting, Finance, Minor in Spanish
Deutsche Bank Securities October 2012 - Present
Deutsche Bank Securities May 2010 - September 2012
Deutsche Bank February 2009 - April 2010
Skills
Derivatives, Trading, FX Options, Prime Brokerage, Equity Derivatives, Capital Markets, Equities, Structured Products
Education
University of Florida 2005 — 2008
Business Administration, Finance, General, 3.8
Saint Benoit 2000 — 2004
The Blackstone Group September 2014 - Present
KKR July 2012 - July 2014
Goldman Sachs June 2010 - June 2012
Goldman Sachs June 2009 - August 2009
Deutsche Bank Securities June 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Bloomberg, Capital Markets, Equities, Private Equity, Hedge Funds, Equity Research, Corporate Finance, Fixed Income, DCF, Emerging Markets, Venture Capital, Equity Valuation, Derivatives, Alternative Investments, Investments, High Yield
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Michigan 2006 — 2007
Engineering
JRK Investors February 2013 - Present
University of Southern California May 2012 - May 2013
Deutsche Bank Securities January 2012 - April 2012
Deutsche Bank Securities February 2010 - January 2012
Deutsche Bank Securities July 2007 - February 2010
JP Morgan Real Estate - CMBS June 2006 - August 2006
California National Bank - Commercial Real Estate June 2005 - August 2005
Skills
Financial Modeling, Valuation, Capital Markets, Due Diligence, Asset Managment, Investments, Hedge Funds, Derivatives, Finance, Trading, Real Estate, Forecasting
Education
University of Southern California 2012 — 2013
Master of Real Estate Development, Real Estate
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration, Finance/Accounting
Harvard-Westlake School 1998 — 2003
Northland Capital Markets April 2014 - Present
MKM Partners November 2011 - September 2013
American Technology Research, Inc. / Gleacher Partners. March 2003 - September 2011
Deutsche Bank Securities May 2002 - February 2003
SoundView technology Group March 1995 - June 2002
Mabon Securities May 1992 - March 1995
Oppenheimer and Company February 1990 - February 1992
Skills
Business Development, Management, Hedge Funds, Equity Research, Capital Markets, Bloomberg, Investment Banking, Securities, Valuation, Investments, Alternative Investments, Trading Systems, Asset Management, Fixed Income, Portfolio Management, Series 24, Derivatives, Electronic Trading, Private Equity, Financial Modeling, Venture Capital, New Business Development
Education
University of Delaware 1982 — 1986
Bachelor of Science (B.S.), Finance
Livingston High School 1978 — 1982
Deutsche Bank Securities February 2015 - Present
Deutsche Bank Securities January 2011 - February 2015
Deutsche Bank June 2010 - August 2010
Skills
Investments, Series 7, Series 63, Portfolio Management, Financial Advisory, Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Analysis, Financial Analysis, Equities, Microsoft Office, Financial Modeling, Wealth Management
Education
University of Pittsburgh 2006 — 2010
BSBA, Finance and Economics
Deutsche Bank Securities June 2013 - Present
TECO Energy May 2012 - June 2013
Crosstree Capital Partners, Inc. December 2011 - May 2012
Ballast Point Ventures April 2011 - December 2011
Skills
Financial Modeling
Education
University of South Florida 2009 — 2013
Bachers of Arts, Finance and Accounting
Jesuit High School 2005 — 2009
Loveseat October 2012 - Present
Jenny Stanchak Tutoring March 2011 - Present
Venmo.com August 2011 - August 2012
School District of Philadelphia July 2010 - October 2010
Philadelphia Education Fund July 2009 - October 2010
Frankford High School September 2009 - June 2010
Philadelphia Museum of Art December 2008 - April 2009
Deutsche Bank Securities June 2008 - September 2008
The Wharton School September 2005 - June 2008
Deutsche Bank Securities June 2007 - August 2007
Skills
Python, JavaScript, Django, Financial Modeling, Spanish, Microsoft Office, Tornado, Backbone.js, Programming, iOS development, Entrepreneurship, Start-ups, Mobile Applications, CSS
Education
University of Pennsylvania 2009 — 2010
M.S. Ed, Secondary Education - Math
University of Pennsylvania 2004 — 2008
B.A., Huntsman Program: International Studies, Spanish
University of Pennsylvania - The Wharton School 2004 — 2008
B.S, Huntsman Program: Finance
TD Securities June 2015 - Present
Deutsche Bank Securities July 2008 - October 2014
Deutsche Bank Securities January 2007 - December 2007
Deutsche Bank Securities January 2005 - December 2006
Deutsche Bank Securities January 2005 - December 2006
Deutsche Bank Securities January 2000 - December 2002
Deutsche Bank Securities January 1996 - December 1999
Merrill Lynch May 1995 - May 1996
Kidder Peabody June 1987 - January 1995
Skills
Fixed Income, Portfolio Management, Trading, Capital Markets, Asset Management, Hedge Funds, Derivatives, Bloomberg, Equities, Investment Banking, Interest Rate..., Structured Products, Alternative Investments, Electronic Trading, Investments, Bonds, Financial Risk, Financial Markets, Mutual Funds, Valuation, Financial Modeling, Securities
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1978 — 1982
Bachelor's Degree, Economics
Norwest Equity Partners August 2013 - Present
Comcast May 2012 - August 2012
Graham Partners August 2009 - July 2011
Deutsche Bank Securities June 2007 - July 2009
Microsoft May 2006 - August 2006
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Venture Capital, Corporate Finance, Due Diligence, LBO, Investments, Mergers, Financial Analysis, Corporate Development, M&A experience, Web Development, Computer Programming, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance, Strategy
Deutsche Bank Securities September 2010 - Present
Quant Capital, Ltd. March 2010 - June 2010
Lehman Brothers November 2006 - June 2008
BISYS-RK Alternative Investment Services (currently Citi Hedge Fund Services) October 2003 - October 2006
Skills
Trading, Valuation, Derivatives, Financial Modeling, Equities, Hedge Funds, Financial Analysis, Private Equity, Options, Investments, Finance, Credit, Competitive Analysis, Credit Analysis, Fixed Income, Capital Markets, Product Control, Interest Rate..., Equity Derivatives, Bloomberg, Structured Products, Mutual Funds
Education
University of Michigan 2008 — 2010
MSFE (Master of Science in Financial Engineering), ~100% finance-related courses: ~50% quantitative Masters finance courses, ~50% MBA finance courses
Washington University in St. Louis - Olin Business School 1999 — 2003
BSBA, Double Major in Finance & Computer Science
Deutsche Bank Securities October 2006 - Present
Skills
Investment Banking
Education
University of Florida 1977 — 1981
BS Agricultural Economics, Food and Resource Economics
Sugarloaf Rock Capital January 2009 - Present
Deutsche Bank Securities January 2005 - December 2008
Alex. Brown & Sons 1992 - January 2005
Skills
Equities, Private Equity, Hedge Funds, Valuation, Equity Research, Investment Banking, Investments, Financial Modeling, Capital Markets, Alternative Investments, Venture Capital, LBO, Finance, Leveraged Finance, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Bloomberg
Education
University of Michigan 1979 — 1983
Bachelor of Arts (B.A.), Economics
Pittsburg Unified School District July 2014 - Present
Pittsburg Unified School District January 2009 - Present
PG&E Corporate October 2008 - December 2008
Diamond Foods July 2008 - August 2008
Clarium Capital Management March 2008 - June 2008
Seismicom August 2007 - December 2007
Deutsche Bank Securities January 1998 - November 2006
Mt. Diablo Mortgage 1990 - 1995
United States Air Force July 1978 - August 1988
Skills
Customer Service, System Administration, Information Technology, Adult Education, Troubleshooting, Active Directory, Disaster Recovery, Vendor Management, Management, Software Installation, Communication, Public Speaking, Written & Oral..., Training, Employee Training, Customer Communication, Team-oriented, Issue Resolution, Project Management, Microsoft Exchange, Technical Support, Website Creation, Amateur Radio Operator, Workplace Safety, Emergency Preparedness, Analysis, DHCP, Help Desk Support, Security, Network Administration, Servers, Emergency Management
Education
University of Phoenix 1999 — 2001
BSB, Information Systems
Pittsburg High School 1972 — 1977
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Aithon Capital October 2014 - Present
Deutsche Bank Securities June 2007 - October 2014
Skills
Bloomberg, Hedge Funds, Equities, Fixed Income, Prime Brokerage, Derivatives, Asset Management, Investment Banking, Alternative Investments, Structured Products, Capital Markets, Swaps, Investments, Financial Modeling, Equity Derivatives, Portfolio Management, Valuation, Business Development, Trading, Relationship Management, Options, Series 7
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Actavis January 2014 - July 2015
Deutsche Bank Securities March 2012 - January 2014
Skills
Microsoft Office, Social Media, Event Planning, Corporate Communications, Leadership Development, Strategic Communications, Facebook, InDesign, Photoshop, Advertising, Marketing Strategy, Editing, Marketing Communications, Sales, Market Research, Social Networking, Press Releases, Leadership, Public Speaking, Public Relations, Marketing, Social Media Marketing, Event Management, Blogging, Internal Communications, WordPress, Crisis Communications, Series 7, Series 63, PowerPoint, Microsoft Excel
Education
University of North Florida 2007 — 2011
Bachelor of Science (B.S.), Communications- Public Relations
Deutsche Bank Securities January 2015 - Present
Deutsche Bank Securities February 2012 - January 2015
Deutsche Bank September 2008 - February 2012
Fidelity National Insurance Company April 2006 - August 2008
Skills
Investment Banking, Middle Office, Portfolio Management, Bloomberg, Equities, Fixed Income, Derivatives, Finance, Banking
Education
University of North Florida - College of Business Administration 2004 — 2008
BBA, Business Management
Deutsche Bank Securities June 2010 - October 2011
Gate Petroleum Company June 2005 - 2010
Skills
Derivatives, Trading, Valuation, Risk Management, Financial Reporting, Excel Modeling, Relationship Management, Due Dilligence, Portfolio Management, Due Diligence, Financial Analysis, Fixed Income, Securities, Settlement
Education
University of North Florida 2005 — 2009
Bachelor of Business Administration, Finance
Belarus State University 1997 — 2000
Juris Doctor, Civil Litigation and Advocacy
Deutsche Bank Securities July 2011 - Present
Deutsche Bank Securities June 2010 - August 2010
General Electric May 2007 - May 2009
General Electric January 2005 - April 2007
Education
The University of Chicago 2009 — 2011
MBA, Analytical Finance, Econometrics & Statistics, Economics
University of Massachusetts, Amherst 2001 — 2004
BA, Economics, Middle Eastern Area Studies, International Relations
Transworld Business Advisors of Monmouth County September 2014 - Present
Blue Winn Commercial September 2014 - Present
Caliber, LLC May 2013 - August 2014
Atlantic Solar Capital Management LLC April 2011 - April 2013
Cura Capital Management July 2006 - May 2011
Clinton Group March 1998 - February 2006
Deutsche Bank Securities March 1995 - March 1998
Paine Webber December 1990 - March 1995
Weeden & Co March 1989 - December 1990
UBS Investment Bank 1984 - 1985
Skills
Hedge Funds, Convertible Securities, Equity Derivatives, Fixed Income Portfolio..., Renewable Energy, Derivatives, Equities, Fund Of Funds, Portfolio Management, Alternative Investments, Asset Managment, Convertible Arbitrage, Fixed Income, Trading, Credit Derivatives, Equity Trading, Asset Management, Structured Products, Securities, Arbitrage, Mutual Funds, Investments, Investment Banking, Options, Risk Management, Financial Structuring, Capital Markets, Bonds, Bloomberg, Private Equity, Emerging Markets, Asset Allocation, Investment Management, Mergers & Acquisitions, Valuation, Management
Education
University of Pittsburgh 1971 — 1975
BA, Economics
J.P. Morgan May 2014 - Present
Deutsche Bank Securities February 2013 - April 2014
Deutsche Bank Securities July 2010 - February 2013
Thomas Weisel Partners July 2009 - May 2010
Thomas Weisel Partners August 2007 - June 2009
Stern Stewart & Co. January 2005 - July 2007
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts, Economics
Hunter College High School 1993 — 1999
Wells Fargo Securities August 2011 - Present
Citadel Investment Group 2010 - 2011
Cowen and Company 2010 - 2010
Deutsche Bank Securities 2005 - 2009
Deutsche Bank Securities 2000 - 2005
Skills
Investment Banking, Capital Markets, Equities, Corporate Finance, Series 7, Equity Capital Markets, Capital Structure, IPO, Equity Valuation, Investor Relations, Series 63, Equity Derivatives, Finance, Private Placements, Credit Analysis, Financial Analysis
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA), Finance
InterCloud Systems Inc. March 2015 - Present
On Time Ambulance July 2005 - 2015
Maxim Healthcare Services 2003 - June 2005
Maxim Healthcare Services 2002 - 2003
Deutsche Bank Securities 1999 - 2001
Skills
Healthcare, Hospitals, Strategic Planning, Management, Customer Service, Leadership, Healthcare Management, Healthcare Information..., Sales Operations, Operations Management, Business Development, Account Management, Team Leadership, Quality Improvement, Team Building, Sales Management, Business Strategy, Marketing, Medicare, Elder Care, Managed Care, Physician Relations, Home Care, Leadership Development, Public Speaking, Medicaid, Retirement Homes, Negotiation, Budgets, Sales, Process Improvement, Insurance, Healthcare Industry, Utilization Management, Long-term Care, Healthcare Consulting, Revenue Cycle, Physicians, Microsoft Excel, Microsoft Office, Project Management, Coaching, Contract Negotiation, Employee Relations, New Business Development, Vendor Relations, Marketing Strategy
Education
University of North Carolina at Wilmington 1991 — 1996
Education & Math
Cranford Highschool 1988 — 1991
High School
Silver Management Group, Inc February 2012 - Present
Deutsche Bank Securities June 2007 - April 2011
Morgan Stanley January 2005 - June 2007
Skills
Business Analysis, Customer Relations, Derivatives, Middle Office, Sustainable Development, Software System Analysis, Sustainability, Equities, Fixed Income, Investment Banking, Settlement, Risk Management, Securities, Retail, Hedge Funds, Management, Selenium
Education
NYU SCPS 2010 — 2011
Certificate in Global Affairs - Focus in social finance and sustainable business practices
University of Maryland College Park 2000 — 2004
Bachelor of Science (BS), Economics
Deutsche Bank Securities August 2014 - Present
Lemma Senbet Fund June 2013 - May 2014
Deutsche Bank Securities June 2013 - August 2013
Greenberg Advisors, LLC May 2012 - August 2012
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor's, Finance and Accounting
Nova Capital Management January 2013 - Present
rTerra LLC January 2010 - Present
Eco-Mail Development, LLC. January 2010 - Present
Orbin & Company, LLC February 2007 - Present
Deutsche Bank Securities July 2001 - February 2007
Morgan Stanley December 1993 - June 2001
Hambros Bank Limited March 1990 - November 1993
Morgan Stanley September 1988 - March 1990
The First Boston Corporation September 1984 - August 1986
Skills
Private Equity, Mergers, Investment Banking, Corporate Finance, Renewable Energy, Valuation, Venture Capital, Mergers & Acquisitions, Corporate Development, Capital Markets, Due Diligence, Emerging Markets, Financial Modeling, Hedge Funds, Investments, M, Portfolio Management, Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science (B.S.), Economics
Fieldston School 1974 — 1980
Deutsche Bank Securities May 2011 - Present
TD Securities August 2009 - May 2011
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, LBO, Financial Analysis, DCF
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Waterloo 2004 — 2009
BBA, BMath, Mathematics and Business Double Degree
Deutsche Bank Securities March 2010 - Present
Skills
Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate Swaps, Swaps, CDS, Confirmations, Summit, Interest Rate..., Electronic Trading, Structured Products, Settlements
Education
University of North Florida - College of Business Administration 2006 — 2009
Bachelors, Marketing
University of North Florida - College of Business Administration 2006 — 2009
Bachelors, Management
Silverback Asset Management September 2003 - Present
Deutsche Bank Securities June 1999 - August 2003
Bankers Trust Company August 1977 - May 1999
United States Secret Service June 1975 - August 1977
Skills
Hedge Funds, Derivatives, Securities, Prime Brokerage, Finance, Banking, Alternative Investments, Structured Products, Financial Markets, Fixed Income, Funding, Asset Allocation, Mergers & Acquisitions, Equities, Investments, Hedging, Asset Management
Education
University of North Carolina at Chapel Hill 1971 — 1975
B.A., Psychology
Georgetown Preparatory School 1967 — 1971
HSBC Securities September 2013 - Present
Nomura June 2005 - September 2013
Deutsche Bank Securities 2002 - 2005
Skills
Capital Markets, Structured Finance, Securitization, Alternative Investments, Structured Products, Derivatives, Investments, Fixed Income, Investment Banking, Swaps, Financial Structuring, Electronic Trading, Trading Systems, Securities, Bloomberg, FX Options, Portfolio Management, Credit Risk
Education
University of Maryland College Park 1987 — 1991
BS, Accounting and Economics
Amobee 2011 - Present
Reputation.com 2009 - 2011
Goldman Sachs 2004 - 2008
Deutsche Bank Securities 2000 - 2001
Alex. Brown & Sons 1998 - 2000
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance & Strategic Management
Wellesley College 1994 — 1998
BA, Economics
Deutsche Bank May 2015 - Present
Deutsche Bank Securities January 2012 - June 2015
Deutsche Bank May 2009 - January 2012
Deutsche Bank September 2008 - May 2009
Merill Lynch October 2007 - September 2008
Skills
Fixed Income, Investment Banking, Cash Management, Financial Modeling, Financial Risk, Trading, Finance, Process Improvement, Bonds, Middle Office, Risk Management, Capital Markets, Loans, Treasury, Money Market, Equities, Derivatives, Portfolio Management
Education
University of North Florida - College of Business Administration
International Business, Business and Finance
Heidi Spellman Realty, LLC April 2014 - Present
Somerset Gardens Senior Living June 2009 - Present
Brandywine Senior Living at Huntington Terrace October 2004 - September 2008
RC Berntsen Associates 2002 - 2005
Magna Securities Corp January 2000 - February 2002
Deutsche Bank Securities November 1977 - February 1996
Skills
Elder Care, Fundraising, Public Speaking, Program Development, Sales, Community Outreach, Nonprofits, Event Planning, Home Care, Social Services, Healthcare Management, Strategic Planning, Real Estate, Community Development, Marketing, Management, Case Managment, Public Relations, Leadership, Medicare, Healthcare, Customer Service, Small Business, Team Building, Editing, Case Management, Social Media, New Business Development, Long-term Care, Social Networking, Medicaid, Seniors, Copywriting, Press Releases, Newsletters, Fixed Income, Non-profits, Email Marketing, Advertising, Blogging
Education
University of Dayton 1970 — 1974
Bachelor of Arts (BA), Psychology
Notre Dame Academy, Staten Island, NY 1966 — 1970
Academic, College Prep
Class V Group March 2013 - Present
Deutsche Bank Securities April 2004 - October 2012
Credit Suisse First Boston July 1998 - April 2004
Deutsche Bank Securities April 1996 - July 1998
Credit Suisse First Boston 1993 - 1996
King & Spalding 1990 - 1993
Ernst & Young 1984 - 1986
Skills
CPA, Attorneys, Corporate Finance, Sales Management, Equities, IPO, Asset Management, Investment Banking, Equity Research, Equity Capital Markets, Consulting, Corporate Communications, Hedge Funds, Valuation, Financial Structuring, Strategy
Education
University of North Carolina at Chapel Hill 1996 — 2000
MBA/JD with honors, Banking, Corporate, Finance, and Securities Law
University of Maryland College Park
Bachelor of Science (B.S.), Magna Cum Laude, Accounting
Deutsche Bank Securities September 2015 - Present
BNY Mellon August 2014 - August 2015
Wells Fargo April 2013 - July 2014
Summit Retail Solutions January 2013 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Teamwork, Research, Microsoft Word, PowerPoint, Negotiation, Shaw Computer System, Hogan Computer System, ECAR Computer System, Work Ethic, Close Attention to..., Fast-paced, Adaptability, Dependable Team Player, GSP, TAS, DSE, Orion, Time Management, Management, Finance, Sales
Education
University of Florida 2008 — 2012
Bachelor's Degree, Finance
Lakeview Capital Advisors 2013 - Present
Lombard Odier Asset Mgmt October 2007 - October 2011
Pequot Capital September 2001 - September 2007
Deutsche Bank Securities September 1999 - August 2001
Wessels Arnold & Henderson December 1996 - August 1999
Adams Harkness & Hill January 1996 - November 1996
Volpe Welty & Company October 1992 - December 1995
Fisher Investments April 1991 - October 1992
Wilshire Associates October 1990 - April 1991
Skills
Hedge Funds, Portfolio Management, Investments, Asset Management, Buy-side, Asset Managment, Sell Side, Equities, Corporate Development, Equity Research, Valuation, Capital Markets, Alternative Investments, Bloomberg, Equity Valuation, Private Equity, Investment Management, Investment Banking, Emerging Markets, Fixed Income, Asset Allocation, Trading, Equity Trading, Options, Investment Strategies, Securities, Mutual Funds, Investor Relations, Equity Derivatives, Venture Capital, Bonds, Derivatives, Financial Markets, Structured Products, Investment Advisory
Education
University of Oregon - Charles H. Lundquist College of Business 1986 — 1990
BS, Finance & Marketing
MediGuide America January 2014 - Present
Les Amis De Jardin March 2009 - Present
Deutsche Bank Securities January 2007 - March 2008
Transform, LLC August 2006 - January 2007
Skills
Public Relations, Investment Banking, Fixed Income, Trading, Prime Brokerage
Education
University of Delaware 2001 — 2004
BSBA, Marketing/Communications
Hogan Lovells US LLP August 2008 - Present
DCP Group June 2006 - August 2008
Deutsche Bank Securities August 2003 - June 2006
CTG April 2000 - August 2003
ABN Solutions January 1996 - April 2000
Early Career 1985 - 1995
Skills
Business Analysis, SharePoint, Software Project..., SQL, Requirements Analysis, SDLC, Program Management, Software Documentation, Requirements Gathering, Project Management, Visio, InfoPath, Project Delivery, Training, Technical Documentation, User Documentation, Camtasia, Testing, Requirements..., Functional Requirements, Access, ReportBuilder, Troubleshooting, Hands-on Training, Information Technology, Office 2010
Education
University of Iowa
BS, Computer Science
Wells Fargo November 2013 - December 2014
Deutsche Bank Securities June 2008 - January 2009
Bank of America November 2004 - June 2008
Deutsche Bank October 2000 - July 2004
WinMill Software August 1999 - July 2000
Skills
Middle Office, Project Management, Databases, Fixed Income, Credit Derivatives, Agile Methodologies, Risk Management, Trading, Derivatives, PMO, Requirements Gathering, Management, Business Analysis, CRM, Financial Services, Business Requirements, Trading Systems, Equity Derivatives, Investment Banking
Education
University of Pennsylvania 1996 — 1999
B.A., Mathematics
University of Michigan Athletics June 2014 - Present
Target March 2013 - May 2014
Target September 2011 - March 2013
Target September 2010 - September 2011
Target August 2009 - September 2010
University of Michigan March 2008 - May 2009
Deutsche Bank Securities June 2008 - August 2008
Skills
Budgets, Analysis, Cross-functional Team..., Leadership, Market Research, Data Analysis, Training, Microsoft Office, Forecasting, Process Improvement
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.) with High Distinction
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor of Business Administration with High Distinction, Finance
University of Michigan 2005 — 2006
Pre-Business
O'Shaughnessy Asset Management, LLC September 2007 - Present
Canaccord Genuity Inc. June 2002 - February 2007
Deutsche Bank Securities May 1998 - June 2002
Morgan Stanley September 1995 - May 1998
Skills
Asset Management, Mutual Funds, Equities, Bloomberg, Series 63, Hedge Funds, Trading, Securities, Alternative Investments, Investment Banking, Wealth Management, Risk Management, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics
Per Scholas 2013 - Present
Grow Brooklyn 2014 - Present
NYC Department of Small Business Services 2012 - 2013
NYC Department of Small Business Services 2011 - 2012
NYC Department of Small Business Services 2010 - 2010
Clinton Foundation 2009 - 2010
Deutsche Bank Securities 2009 - 2009
Deutsche Bank Securities 2006 - 2008
Skills
Workforce Development, Strategic Planning, Budget Setting, Relationship Management, Policy Analysis, Program Development, Program Evaluation, Financial Analysis, Public Policy, Economic Development, Stata, Organizational..., Program Management, Nonprofits, Grant Writing, Grants, Training, Community Development, Community Outreach, Volunteer Management, Government
Education
NYU Wagner 2009 — 2011
MPA, Public Policy
University of Michigan 2002 — 2006
BS, Physics and Economics
Fortress Investment Group April 2015 - Present
BlackRock Kelso Capital September 2013 - March 2015
Deutsche Bank Securities July 2011 - June 2013
Skills
LBO, Investment Banking, Valuation, Private Equity, Financial Modeling, Hedge Funds, Capital Markets, Fixed Income, Equities, Bloomberg, Alternative Investments, Corporate Finance, Structured Finance, Due Diligence
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts, Political Science: American Politics
CIBC 2012 - Present
GE Energy Financial Services 2008 - 2012
Fortis Capital 2005 - 2008
Bank of Tokyo-Mitsubishi 2002 - 2005
Deutsche Bank Securities 1998 - 2002
UBS 1994 - 1998
Education
University of Pennsylvania - The Wharton School 1990 — 1993
B.S., Economics
ISM
Fifth Third Securities May 2014 - May 2015
Vining Sparks, IBG January 2011 - May 2014
Howe Barnes Hoefer & Arnett October 2008 - January 2011
Merrill Lynch July 2007 - October 2008
McCauley Securities LTD. March 2004 - July 2007
Deutsche Bank Securities April 2000 - March 2004
Skills
Investment Banking, Account Management, Trading, CRM
Education
University of San Diego 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Chaminade High School. Mineola, NY 1987 — 1991
Deutsche Bank Securities August 2009 - Present
Project Greens LLC 2012 - Present
Bank of America Merrill Lynch July 2005 - July 2009
Bentley Associates September 2004 - November 2004
Bentley Associates May 2004 - August 2004
Northwest Airlines January 2001 - September 2003
Skills
Aerospace, Mergers, Corporate Finance, Buy-side, Sell Side, Equities, Investment Banking, Private Placements
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
University of Minnesota - Carlson School of Management 1996 — 2000
BS
Deutsche Bank Securities 1996 - 1999
Bear Stearns 1995 - 1996
Brown Brothers Harriman 1993 - 1995
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Mesirow Financial July 2014 - Present
Robert W. Baird & Co. April 2012 - June 2014
Deutsche Bank Securities July 2010 - April 2012
Deutsche Bank Securities June 2009 - August 2009
Mesirow Financial July 2006 - July 2008
Northern Trust 2004 - 2006
United States Air Force 1997 - 2001
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
University of Illinois at Chicago 2001 — 2004
Von Steuben Metropolitan Science Center 1993 — 1997
Morgan Stanley Investment Management June 2011 - April 2014
Morgan Stanley Smith Barney June 2009 - January 2011
Citi Smith Barney April 2007 - June 2009
Deutsche Bank Securities May 2006 - April 2007
Citi Smith Barney/Citigroup Global Markets March 2005 - April 2006
Morgan Stanley February 2004 - March 2005
Skills
Bloomberg, Fixed Income, Equities, Investment Management, Portfolio Management, Offshore Funds, Mutual Funds, Money Market Funds, Investment Advisory, Series 63, Wealth Management..., Asset Allocation, Financial Analysis, Equity Derivatives, Capital Markets, Financial Structuring, Finance, Derivatives, Series 7, Financial Modeling, Fund Of Funds, Investment Banking, Investments, Options, Client Services, Hedge Funds, Structured Products, Wealth Management, Emerging Markets, Private Banking, Alternative Investments
Education
University of Florida 2001 — 2003
Master's, French and Linguistics TESL
University of Florida 1997 — 2001
B.A., French, minor in Anthropology
FEMA - Hurricane Sandy Recovery Office January 2013 - Present
Aberfeldy Associates January 2010 - December 2012
Nomura Asset Mgmt 2005 - 2009
Bessemer Trust 2001 - 2004
Deutsche Bank Securities 1998 - 2001
Nat West Securities 1994 - 1998
Skills
Equity Research, Asset Managment, Hedge Funds, Equities, Fixed Income, Derivatives, Alternative Investments, Global Macro, Series 7, Capital Markets, Valuation, Investment Management, Asset Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA
University of Miami 1984 — 1986
BBA
Deutsche Bank June 2012 - Present
Deutsche Bank Securities March 2010 - May 2012
Vinco Properties March 2008 - March 2010
Equity Appraisal Co January 2006 - February 2008
Education
University of Pennsylvania 2002 — 2006
Lasalle
Greenwood Energy / Libra Group January 2011 - Present
First Wind June 2009 - January 2011
RREEF Infrastructure June 2007 - April 2009
GE Energy Financial Services 2003 - 2007
Deutsche Bank Securities November 1998 - February 2003
BTM 1993 - 1996
Education
University of Michigan 1989 — 1993
Vanderbilt University - Owen Graduate School of Management
Goldman Sachs June 2010 - Present
UBS Investment Bank March 2009 - May 2010
UBS Investment Bank March 2006 - February 2009
UBS Investment Bank June 2004 - February 2006
Deutsche Bank Securities June 2002 - June 2004
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Finance / Strategy
Yale University 1998 — 2000
MA, Statistics
University of Pennsylvania
BA, Economics / Philosophy
Bank of America April 2013 - Present
Merrill Lynch March 2010 - April 2013
Music Choice September 2009 - July 2010
IBM Global Services December 2006 - September 2008
Deutsche Bank Securities September 2004 - October 2006
Syscom (USA) Inc. 1998 - 2004
Skills
SDLC, Program Management, Leadership, Integration, Project Management, CRM, Software Development, Strategy, Project Planning, Management, Analysis, Risk Management, Testing, Requirements Gathering, Resource Management, .NET, Budgets, Java, Human Resources, PMP, Software Project...
Education
University of Maryland Baltimore County 1986 — 1991
BS, Computer Science
BMO Capital Markets March 2002 - Present
Merrill Lynch 1998 - 2001
Deutsche Bank Securities 1997 - 1998
Goldman Sachs 1987 - 1997
Donaldson, Lufkin & Jenrette 1981 - 1985
Skills
High Yield, Capital Markets, Private Placements, LBO, Debt, Private Equity, Mezzanine, Leveraged Finance, Equities, Valuation, Fixed Income, Financial Structuring, Corporate Finance, Venture Capital, Corporate Development, IPO, Divestitures
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (MBA)
University of Virginia 1977 — 1981
BA, Economics with Honors
KIPP LA November 2007 - Present
Deutsche Bank Securities July 1994 - June 2001
Alex. Brown & Sons 1994 - 2001
Education
University of Oregon 1982 — 1986
Bachelor of Arst, Journalism
Raymond James Financial Inc. November 2012 - Present
JP Morgan August 2010 - November 2012
Goldman, Sachs & Co. (through Control Associates, LP) January 2010 - July 2010
Deutsche Bank Securities July 2008 - October 2009
Skills
Fixed Income, Equities, Trading, Banking, Options, Derivatives, Hedge Funds, Analysis, Asset Management, Credit Risk, Interest Rate..., Bloomberg, Swaps
Education
University of South Florida 2003 — 2008
Bachelor's of Science, Finance
CCMP Capital August 2015 - Present
Veritas Capital Group July 2010 - June 2013
Deutsche Bank Securities June 2008 - June 2010
Deutsche Bank Securities June 2007 - August 2007
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
The College of William and Mary 2004 — 2008
BBA, Finance, Accounting and Economics
Petra Capital Mgmt. January 2014 - Present
National Australia Bank 2008 - October 2013
ACA Capital 2001 - 2008
GE Capital 2000 - 2001
Deutsche Bank Securities 1998 - 2000
PaineWebber 1996 - 1998
Chase Mortgage 1992 - 1996
Skills
Structured Finance, Capital Markets, ABS, Structured Products, Fixed Income, Securitization, Credit Derivatives, CDO, Financial Structuring, MBS, Derivatives, Hedge Funds
Education
Yale University - Yale School of Management 1990 — 1992
Master of Business Administration (MBA)
University of Pennsylvania 1982 — 1986
BSE
Birch Run Capital AssociateBank of America Securities1999 - 2000
Deutsche Bank Securities 1998 - 1999
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MAcc, Accounting / Finance
University of Michigan 1993 — 1996
BBA, Accounting / Finance
Trust Company of the west April 2012 - Present
Life Raft Group November 2003 - Present
Morgan Stanley April 2010 - April 2012
Deutsche Bank Securities September 2009 - March 2010
DiMaio Ahmad Capital June 2004 - September 2009
Goldman Sachs June 2003 - June 2004
Credit Suisse October 2000 - June 2003
Prudential Securities 1997 - 2000
Skills
Project Finance, Energy, Aviation, Hedge Funds, Securities, Portfolio Management, Investments, Bonds, Asset Management, High Yield, Asset Allocation, Management, Fixed Income, Equities, Trading, Credit Derivatives, Capital Markets
Education
University of Pennsylvania 1993 — 1997
BA, Economics major, English minor
HealthCor September 2011 - Present
Deutsche Bank Securities July 2011 - September 2011
Deutsche Bank Securities January 2010 - July 2011
Genesis Capital, LLC August 2007 - January 2010
Skills
Investments, Corporate Finance, Strategy, Financial Modeling, Valuation
Education
University of Notre Dame 2003 — 2007
BA, Mathematics
Markit August 2011 - Present
Fannie Mae Corporation June 2008 - August 2011
Countrywide Securities Corporation May 2007 - June 2008
HSBC Securities May 2005 - May 2007
Deutsche Bank Securities July 2004 - May 2005
JPMorgan Chase March 2003 - July 2004
Fannie Mae Corporation August 2000 - March 2003
GE Capital November 1998 - August 2000
PricewaterhouseCoopers August 1995 - November 1998
Skills
Valuation, Derivatives, Risk Management, Structured Finance, Loans, Financial Risk, Securitization, MBS, Financial Markets, Bonds, Securities, Financial Reporting, ABS, Finance, Capital Markets
Education
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), Economics (With Honors)
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Moorestown Friends School
Pacer Partners July 2015 - Present
TPG Capital January 2015 - July 2015
Deutsche Bank Securities June 2008 - December 2014
Skills
Investments, Finance, Real Estate, Loan Origination, Valuation, Financial Modeling, Alternative Investments, Financial Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics - Cum Laude, Finance
Fair Lawn High School 2000 — 2004
Deutsche Bank Securities February 2012 - Present
Deutsche Bank Securities February 2009 - February 2012
Deutsche Bank Securities July 2005 - February 2009
Skills
Due Diligence, Financial Modeling, Investment Banking, LBO, Mergers, Valuation, Capital Markets, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and General Management
University of Virginia 1994 — 1998
BS, Systems Engineering
Deutsche Bank Securities Business DevelopmentSiemens2005 - 2006
Education
University of Rhode Island 1999 — 2006
engineering
SEI Investments May 2011 - Present
Canvasback Capital Strategies LLC October 2008 - July 2011
Deutsche Bank Securities 2007 - 2008
The UBS Private Bank 2006 - 2007
Ashbridge Investment Management/Grace Family Office 2001 - 2006
Janney Montgomery Scott 1997 - 2001
Madhouse Munchies 1996 - 1997
Wasmer Schroeder & Company 1994 - 1996
Dow Jones 1992 - 1994
Education
University of Pennsylvania - The Wharton School
Morgan Stanley Wealth Management March 2014 - Present
Morgan Stanley Wealth Management November 2005 - 2014
Banc of America Securities 2002 - 2005
i-advize communications 2002 - 2002
Deutsche Bank Securities 1999 - 2001
Skills
Equities, Series 7, Spanish, Portfolio Management, Financial Analysis, Wealth Management, Finance, Microsoft Office, Equity Research Analysis, Capital Markets, Sales, Structured Investments, Investments, Strategy, ETFs, Options, Equity Research, Securities, Derivatives, Asset Allocation, Asset Management, Financial Modeling, Structured Products, Investment Management, Investment Strategies, Financial Markets, Financial Services, Financial Advisory, Equity Derivatives, Relationship Management, Analysis, Fixed Income, Mutual Funds, Series 63, Mentoring, Networking, Closed end, Investment Advisory..., Valuation, Financial Reporting, Emerging Markets, Interest Rate..., Investment Portfolio, Bloomberg, Bonds, Economics, Experienced Business..., financial sales, Alternative Investments, Hedge Funds
Education
University of South Carolina - The Moore School of Business 1997 — 1999
International MBA, International Business
Wake Forest University 1992 — 1996
BS, Double Major: Business and Spanish
Clermont Partners January 2015 - Present
FTI Consulting March 2013 - December 2014
Barbara Ryan Advisors October 2012 - March 2013
Deutsche Bank Securities April 1994 - September 2012
Deutsche Bank February 1994 - September 2012
Deutsche Bank Alex. Brown April 1992 - September 2012
Alex. Brown & Sons 1992 - 1999
Prudential Securities 1990 - 1992
Bear Stearns June 1981 - January 1990
Skills
Investment Banking, Investments, Investor Relations, Valuation, Mergers, Portfolio Management, Equities, Private Equity, Venture Capital, Capital Markets, Strategy, Vision, Asset Management, Corporate Development, Business Planning, Business Strategy, Competitive Analysis, Corporate Communications, Corporate Finance, Finance, Financial Markets, Financial Modeling, Hedge Funds, M, Management, Series 63, Series 7, Start-ups, Strategic Communications, Equity Research, Due Diligence, Financial Analysis, Strategic Planning, Restructuring, Business Development, Pharmaceutical Industry, International M, Lead Generation, Mergers, Negotiation, Skilled Multi-tasker, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1977 — 1981
finance, Finance, Economics
Greenwich High School 1974 — 1977
Daiwa Capital Markets America Inc. 2004 - Present
MetLife Financial Services 2003 - 2004
Deutsche Bank Securities 1999 - 2002
Bankers Trust 1997 - 1999
Lehman Brothers 1986 - 1997
Pru Bache Securities 1986 - 1987
Skills
Equities, Fixed Income, Finance, FX Options, Derivatives, Credit Derivatives, Series 63, Financial Services, Hedge Funds, Trading, Capital Markets, Middle Office, Financial Risk, Bloomberg, Investment Banking, Equity Derivatives
Education
Saint John's University
MBA, Accounting
University of Santo Tomas
BS in Business Administration, Accounting
Smart Home Services LLC November 2011 - Present
Morgan Stanley November 2008 - July 2010
Deutsche Bank Securities August 1991 - March 2008
Deutsche Bank 1999 - 2008
Deutsche Bank Alex. Brown 1991 - 2000
BT Alex Brown 1997 - 1999
Alex. Brown 1984 - 1997
Alex. Brown & Sons 1984 - 1997
Skills
Equities, Series 7, Financial Services, Equity Capital Markets, Marketing, Asset Management, Investments, Capital Markets, Investment Banking
Education
University of Pennsylvania 1971 — 1974
BA, Economics
St. Paul's Brooklandville
Strad Energy Services Ltd. 2013 - Present
Trillium Health Care Products 2007 - Present
Richardson Capital Limited March 2004 - Present
Deutsche Bank Securities 2000 - 2004
Citi 1997 - 2000
BMO Nesbitt Burns June 1995 - June 1997
Skills
Mergers & Acquisitions, Valuation, Financial Analysis, Private Equity, Corporate Finance, LBO, Capital Markets, Business Strategy, Investment Banking, Management
Education
University of Manitoba
Bachelor of Commerce (Hons)
Visa, Inc. April 2008 - Present
Deutsche Bank Securities 1996 - 2007
Skills
Operations Management, Cross-functional Team..., Project Management, Mergers & Acquisitions, Corporate Development, Innovation Management, Business Strategy, Strategic Planning, Management, Strategy, Valuation, Strategic Partnerships, Financial Modeling, Venture Capital, Integration, Mergers, Start-ups, Private Equity, M&A experience, Business Development, Change Management, International Business
Education
University of Michigan
Honors College, Political Science, French
University of Pennsylvania - The Wharton School
MBA, Finance
Bank of America Merrill Lynch August 2015 - Present
Deutsche Bank Securities July 2014 - September 2015
Bank of America Merrill Lynch June 2010 - August 2014
Bank of America August 2006 - June 2010
RSM McGladrey 2005 - 2006
Rome Associates June 2004 - October 2005
Skills
Derivatives, Financial Analysis, Loans
Education
University of Iowa 2000 — 2004
BBA, Accounting
Deutsche Bank Securities April 2014 - Present
UBS July 2007 - April 2014
Education
University of Pennsylvania 2003 — 2007
Bachelor's, Economics
Morgan Stanley January 2014 - Present
Morgan Stanley August 2011 - December 2013
Deutsche Bank Securities June 2007 - August 2011
PNC Advisors July 2006 - May 2007
Skills
Equity Research, Equities, Valuation, Hedge Funds, Capital Markets, Bloomberg, Alternative Investments, Investment Banking
Education
University of Maryland Baltimore County 2003 — 2006
BS, Financial Economics
Deutsche Bank Securities September 2014 - Present
Espirito Santo Bank March 2014 - September 2014
E.S. Financial Services, Inc. July 2010 - March 2014
E.S. Financial Services, Inc May 2008 - July 2010
Precision Translating September 2007 - May 2008
BankUnited June 2007 - September 2007
Skills
Banking, Private Banking, Series 7, Wealth Management, Financial Services, Strategic Financial..., Microsoft Office, Investment Banking, Strategic Planning, Securities, Leadership, Risk Management, Financial Analysis, Equities, Portfolio Management, Auditing, AML, Investments
Education
University of Miami - School of Business 2002 — 2007
BBA, International Finance and Marketing, Business Law
Deustche Bank 2000 - 2009
Deutsche Bank 2000 - 2009
Deutsche Bank Securities 2000 - 2009
Lehman 1997 - 2000
morgan stanley 1993 - 1997
pershing 1988 - 1993
Skills
Equities, Asset Management, Capital Markets, Derivatives, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Management, Prime Brokerage, Securities, Middle Office, Trading Systems, Trading
Education
University of Michigan 1984 — 1988
Roslyn High School
Janney Capital Markets December 2013 - February 2015
Lazard Capital Markets 2008 - December 2013
Morgan Keegan April 2006 - March 2008
Deutsche Bank Securities January 2000 - February 2006
BT Alex.Brown July 1998 - January 2000
Skills
Equities, Equity Research, Hedge Funds, Investment Banking, Series 7, Bloomberg, Valuation, Team Leadership, Capital Markets, Equity Valuation, Equity Trading, Fixed Income
Education
University of Richmond - Robins School of Business 1985 — 1989
BS in Business Administration, Finance/Marketing
Permabit Technology Corp April 2013 - Present
WHIPTAIL September 2012 - November 2013
WhipTail Technologies, Inc 2011 - 2012
Revolution Partners 2005 - 2010
Mustang Capital Partners 2003 - 2005
Deutsche Bank Securities 1998 - 2003
BT Alex Brown 1998 - 1999
Bain & Company 1996 - 1998
U.S. Department of State 1989 - 1995
US Department of Defense 1986 - 1989
Skills
Mergers & Acquisitions, Strategy, Venture Capital, Enterprise Software, Business Development, Due Diligence, Private Equity, Business Strategy, Cloud Computing, Corporate Development, Valuation, Corporate Finance, Management, Executive Management, Leadership
Education
University of Pennsylvania 1994 — 1996
M.A., International Studies
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
William & Mary 1982 — 1986
B.S., Computer Science
Hopkins
Barclays Capital September 2008 - Present
Lehman Brothers June 2006 - September 2008
Deutsche Bank 1996 - 2006
Deutsche Bank Securities 1996 - 2006
NatWest 1996 - 1998
Morgan Stanley 1989 - 1996
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Financial Markets, Fixed Income, Hedge Funds, Options, Program Trading, Trading, Trading Systems, VAR, Market Data, Equity Derivatives, Prime Brokerage
Education
University of Michigan 1986 — 1989
AB, Economics
University of Michigan
Beach Street Management LLC June 2014 - Present
Pristine Auto of Las Vegas and Utah May 2012 - Present
1-800 Radiator & A/C June 2012 - June 2014
Blum Capital Partners May 2010 - June 2012
Black Canyon Capital October 2007 - April 2010
Deutsche Bank Securities 2005 - 2007
Skills
Hedge Funds, Valuation, Due Diligence, Capital Allocation, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance, Accounting
Deutsche Bank Securities June 2012 - Present
SuperDerivatives October 2011 - April 2012
Credit Suisse July 2009 - June 2011
Credit Suisse April 2006 - June 2009
Skills
Account Reconciliation, Back Office, Swaps, Product Control, Options, Management, Foreign Exchange, Derivatives, Credit Derivatives, Bonds, Analysis, Trading, FX Options, Fixed Income, Finance, Structured Products
Education
Université Panthéon Sorbonne (Paris I) 1999 — 2005
BA, Economics and Finance
Waterfall Asset Management July 2013 - Present
Deutsche Bank Securities July 2008 - June 2011
Education
University of Florida 2004 — 2008
BS, Finance
Martin Gottlieb & Associates April 2015 - Present
Deutsche Bank Securities August 2010 - March 2015
Educational Development Services August 2006 - July 2010
Prudential Financial 1996 - 2002
Skills
Tax, Management, Financial Analysis, Finance
Education
University of Florida 1994 — 1996
Master's, Mathematics
Deutsche Bank Securities April 1984 - Present
Deutsche Bank Securities April 1984 - Present
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Hawaii at Manoa 1973 — 1977
Bachelor of Science, Linguistics
Albert Fried & Company June 2015 - Present
TD May 2013 - June 2015
TD Securities February 2009 - April 2013
Deutsche Bank Securities March 2004 - January 2009
Clinton Group November 2003 - February 2004
Deutsche Asset Management May 2002 - November 2003
CIBC World Markets March 2000 - April 2002
Donaldson, Lufkin & Jenrette June 1994 - March 2000
Skills
Equities, Equity Derivatives, Prime Brokerage, Delta One, Arbitrage, Equity Swaps, Fixed Income, CFDs, P&L Analysis, CDS, Interest Rate Swaps, Hedge Funds, Credit Derivatives, Derivatives, Middle Office, Interest Rate..., Structured Products, Electronic Trading, Swaps, Options, Equity Trading, Bonds, Bloomberg, Securities
Education
University of Scranton 1990 — 1993
Bachelor of Science, Management
Anchorage Capital May 2010 - Present
D.B. Zwirn & Co. March 2007 - December 2009
Seneca Capital December 2005 - January 2007
Citco September 2003 - December 2005
KBC Financial Products July 2002 - September 2003
Deutsche Bank Securities June 2000 - August 2001
Skills
Valuation, Trading Systems, Trading, Securities, Private Equity, Microsoft Excel, Hedge Funds, Fixed Income, Financial Modeling, Financial Analysis, Finance, Equities, Due Diligence, Derivatives, Credit Derivatives, Corporate Finance, Capital Markets, Bonds, Bloomberg, Asset Management, Alternative Investments
Education
University of Scranton 1998 — 2002
BS in Finance, Finance, Accounting, and Computer Information Systems
Bloomberg LP May 2014 - April 2015
Cantor Commercial Real Estate May 2012 - April 2014
Flat 801 Management Company, LLC 2010 - 2012
Centerline Capital Group 2008 - 2010
Nomura Securities 2001 - 2008
Deutsche Bank Securities 1999 - 2001
Nomura Securities / Capital Company of America 1995 - 1999
JP Morgan Securities 1988 - 1995
Kidder, Peabody 1986 - 1988
Sage Data, Inc. 1985 - 1986
Skills
Structured Finance, Capital Markets, Fixed Income, CMBS, Asset Managment, Valuation, Real Estate Economics, Financial Structuring, Portfolio Management, Investments, Structured Products, Bonds, Mortgage Lending, Derivatives, Securitization, Asset Management, Credit
Education
University of Pennsylvania 1981 — 1985
BA, Biology
University of Pennsylvania - The Wharton School 1981 — 1985
BS in Economics, Decision Sciences
William Blair and Company July 2008 - Present
Deutsche Bank Securities June 2007 - August 2007
Protiviti October 2002 - June 2006
Arthur Andersen October 2000 - October 2002
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Due Diligence, M&A experience, LBO, Equities, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Capital Markets, Corporate Development, Bloomberg
Education
University of Chicago 2006 — 2008
MBA, Finance and Accounting
University of Michigan
BA, Economics and Chinese
Deutsche Bank Securities July 2006 - Present
Skills
Valuation, Capital Markets, Investment Banking
Education
University of Pennsylvania 1996 — 2000
B.S., finance
Miscellaneous Mischief March 2014 - Present
Deutsche Bank Securities July 2012 - March 2014
Private Homes 2003 - July 2012
Antonelli Architects June 2011 - August 2011
Skills
Product Design, User Experience Design, Entrepreneurship, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Corporate Finance, Teaching, Strategy, Visual Arts
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science, Mathematics, Studio Art, Entrepreneurship, 3.9
North Carolina School of Science and Mathematics 2006 — 2008
4.0
Deutsche Bank Securities September 2014 - Present
Citi January 2012 - August 2014
Citi January 2009 - December 2011
Citigroup August 2005 - December 2008
Citigroup July 2002 - July 2005
Skills
LBO, Risk Management, Equities, Capital Markets, Business Strategy, Valuation, Investment Banking, Mergers, Mergers & Acquisitions, Financial Modeling, Business Development, Corporate Finance, Hedge Funds, Due Diligence, Fixed Income, Private Equity
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science, Finance and Management
Freeman Spogli & Co. July 2014 - Present
Deutsche Bank Securities July 2011 - July 2014
Deutsche Bank Securities June 2010 - August 2010
BoxTop Media June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Bachelor of Business Administration, Finance and Accounting
Bank of America August 2014 - Present
Bank of America May 2008 - August 2014
Blaige & Company 2005 - 2007
Bank of America 2003 - 2005
Deutsche Bank Securities 2000 - 2003
PricewaterhouseCoopers 1997 - 1999
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Risk Management, Portfolio Management, Capital Markets, Credit Risk, Financial Analysis, Financial Modeling, Underwriting, Derivatives, Corporate Finance, Valuations, Credit, Valuation, Loans
Education
University of Chicago 2002 — 2004
MBA, Finance & Entrepreneurship
University of Notre Dame 1994 — 1997
BBA, Accountancy
Deutsche Bank Securities 2009 - Present
Ferris, Baker Watts Inc. 2004 - 2009
Skills
FINRA, Series 7, Securities, Equities
Education
University of Maryland College Park
Bachelor of Science (B.S.)
Plooster Real Estate Holdings, LLC July 2014 - Present
Wells Fargo Advisors, LLC October 2011 - December 2013
Burlington Capital Group Emerging Markets 2010 - 2011
Valor Equity Partners 2010 - 2010
Deutsche Bank Securities 2007 - 2010
Helzberg Angrist Capital LLC 2006 - 2006
Skills
Equities, Bloomberg, Fixed Income, Equity Research
Education
University of Michigan 2004 — 2007
Bachelor of Science (B.S.), Industrial Operations Engineering
Credit SUISSE April 2009 - Present
Deutsche Bank Securities September 2001 - April 2009
Goldman sachs July 1987 - August 2001
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA
University of Pennsylvania - The Wharton School 1979 — 1983
BSE
Deutsche Bank Securities September 2014 - Present
RBS Securities Inc November 2012 - August 2014
JP Morgan Chase June 2011 - August 2011
Meadowbrook Insurance Group May 2010 - August 2010
University of Michigan Men's Club Hockey September 2008 - March 2010
William Beaumont Hospital June 2008 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Bloomberg, Capital IQ, Sales, Capital Markets, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Brother Rice High School 2004 — 2008
Grubb & Ellis 2006 - 2008
Colliers Pinkard 2004 - 2005
CB Richard Ellis 2003 - 2004
Deutsche Bank Securities 1999 - 2003
Education
University of Maryland Baltimore County
Bachelor of Arts, Economics
Deutsche Bank Securities July 2012 - Present
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Centre Partners Management July 2007 - Present
Deutsche Bank Securities June 2005 - June 2007
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Due Diligence, LBO, Financial Analysis, M&A experience, Investments, Alternative Investments, Financial Services, Finance, Acquisitions, Venture Capital, Mergers & Acquisitions
Education
University of Michigan 2002 — 2005
BBA, Finance and Accounting
Nomura Securities 2011 - Present
Deutsche Bank Securities March 2005 - June 2011
BMO Financial Group March 2001 - March 2005
BT Brokerage Corp September 1994 - March 2001
Foyston Gordon & Payne 1988 - 1993
Skills
Equities, Fixed Income, Securities, Hedge Funds, Structured Products, Capital Markets, Operational Risk, Financial Risk, Asset Managment, Commodity, Series 7, Alternative Investments, Equity Trading, Private Equity, Risk Management, Investments, Financial Services, Portfolio Management, Wealth Management, Prime Brokerage
Education
University of Guelph 1982 — 1986
BA, Geography
Deutsche Bank Securities September 2013 - Present
Resource Real Estate July 2011 - August 2013
Skills
Financial Modeling, Due Diligence, Valuation, Economics, Financial Analysis, Corporate Finance, Real Estate Economics, Data Analysis, Investments, Microsoft Excel, Portfolio Management, Structured Finance, PowerPoint, Market Research, Asset Management, DCF, LBO
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BSE, Finance, Real Estate
Westminster School, London 2005 — 2007
Calcutta International School
Green Dot Corporation September 2011 - Present
Deutsche Bank Securities July 2001 - August 2011
Deutsche Banc Alex. Brown July 1999 - July 2001
Skills
Corporate Finance, Equities, Equity Research, Capital Markets, Financial Analysis, Financial Modeling, Investment Banking, Investor Relations, Valuation, Investments
Education
University of Notre Dame 1995 — 1999
BA of Business Administration, Finance
Deutsche Bank Securities June 2014 - Present
UBS Wealth Management July 2012 - February 2014
UBS Wealth Management January 2012 - July 2012
Deutsche Bank 2007 - 2011
ThinkCentric, Inc. 2004 - 2007
Cicero Inc. 2002 - 2003
Merrill Lynch 1995 - 2001
Capgemini 1993 - 1995
Design Integrity Systems 1988 - 1993
Pepper, Hamilton & Scheetz 1986 - 1988
Skills
Financial Services, ITIL, Portfolio Management, Requirements Analysis, Outsourcing, IT Strategy, Program Management, Asset Managment, Trading Systems, Integration, Trading, Securities, Strategy, Management, Asset Management, Cloud Computing, Data Center, Risk Management, Management Consulting, Project Management, Analysis, Databases, Infrastructure, Vendor Management, Enterprise Architecture, Information Technology, Governance, Business Analysis, Project Portfolio..., SDLC, PMO, Architecture, IT Management, Professional Services, Software Project..., Project Delivery, Oracle, Solution Architecture, Business Process, Business Intelligence, Business Process..., Business Transformation, Architectures
Education
University of Pennsylvania 1969 — 1973
BA, Mathematics
Perceptive Advisors LLC 2013 - Present
Fort Hill Investment Partners 2010 - 2013
Fortress Investment Group 2005 - 2009
Merrill Lynch 2002 - 2005
Deutsche Bank Securities 1999 - 2002
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Economics
Goldman Sachs May 2014 - Present
Deutsche Bank Securities September 2009 - March 2014
Barclays Investment Bank September 2008 - June 2009
Lehman Brothers September 2003 - September 2008
GoAmerica, Inc. November 2000 - May 2003
AT&T July 1997 - November 2000
Skills
Financial Modeling, Valuation, Capital Markets, Hedge Funds, Equities, Investment Banking, Investments, Equity Research, Financial Analysis, Bloomberg
Education
University of Michigan 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Goldman Sachs July 2013 - May 2015
Wharton Finance Department January 2013 - May 2013
Goldman Sachs June 2012 - August 2012
Wharton Finance Department January 2012 - May 2012
Deutsche Bank Securities June 2011 - August 2011
G20 Seoul Summit Presidential Committee June 2010 - July 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science, Finance
Seoul Foreign High School 2005 — 2009
Deutsche Bank Securities February 2014 - Present
Education
University of Oxford 1996 — 1999
BA (Hons), Modern History
The Taubman Company September 2012 - Present
UBS Investment Bank April 2012 - July 2012
Keefe, Bruyette & Woods January 2011 - January 2012
Deutsche Bank Securities July 1999 - October 2010
New York Department of City Planning September 1995 - August 1997
New York City Economic Development Corporation September 1992 - September 1995
Office of the Mayor - New York City January 1990 - August 1992
Skills
Private Equity, Real Estate Economics, Valuation, Financial Modeling, Investment Banking, Due Diligence, Capital Markets, Asset Managment, Equities, Mergers, Investments, Structured Finance, Corporate Finance, Financial Analysis, Portfolio Management
Education
Yale School of Management 1997 — 1999
MBA
NYU Wagner School 1995 — 1997
Urban Planning
University of Michigan 1985 — 1989
AB, Communications
Bronx HS of Science 1981 — 1985
Self-Employed January 2014 - Present
A. C. Gr. April 2012 - December 2013
HSBC Bank USA August 2004 - November 2011
Deutsche Bank Securities March 1998 - June 2004
J.P. Morgan September 1993 - February 1998
Skills
Derivatives, Emerging Markets, Fixed Income, Credit Derivatives, Hedge Funds, Capital Markets, Valuation, Equities, Quantitative Finance, Interest Rate..., Trading, Investment Banking
Education
Rijksuniversiteit Groningen / University of Groningen 1989 — 1993
Doctor of Philosophy (PhD), Applied Mathematics
Rijksuniversiteit Groningen / University of Groningen 1984 — 1989
Master of Science (MSc), Mechanical Engineering
De Grundel (Gymnasium) 1978 — 1984
Bank of America November 2012 - Present
Deutsche Bank Securities September 2008 - November 2012
Skills
Equities, Loans, Securities, Investment Banking, Corporate Finance, Financial Services, Project Management, Global Business..., Foreign Exchange, Foreign Investment, Microsoft Office
Education
St. Mary's College 2011 — 2012
Post Graduate Certificate, International Business
University of North Florida - College of Business Administration 2004 — 2008
Bachelor's degree, International Business
Universidad de Alicante 2006 — 2007
International Business, International Business
Deutsche Bank Securities Executive Assistant - Commercial Real EstateDeutsche Bank SecuritiesMay 2000 - Present
Education
University of Florida
Deutsche Bank Securities September 1996 - Present
Education
University of North Carolina at Chapel Hill
St. John Properties, Inc. February 2009 - Present
Deutsche Bank Securities May 1999 - December 2005
Benchmark Communcations Radio LP 1990 - 1999
Skills
Financial Accounting, Financial Reporting, Accounting Policy, Business Process..., Cash Management, Cash Flow Forecasting, Acquisition Integration, Regulatory Compliance, Financial Audit..., Budgets, Investor Communications, Tax Accounting, MRI Software, NexusPayables, Microsoft Excel
Education
University of Maryland College Park
Bachelor of Science (B.S.), Accounting