Financial Services Companies
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Financial Services Companies Employees
Employee
Years
Job
Industry
Emmanuel Trinidad Emmanuel Trinidad's Financial Services Companies Experience July 2011 - Present
Job Experienced IT Management Consultant, CSM, ITIL
Industry Banking
Experience
Financial Services companies July 2011 - Present
Federal Home Loan Bank of San Francisco January 1998 - June 2011
Federal Home Loan Bank of San Francisco January 1996 - December 1997
Federal Home Loan Bank of San Francisco June 1994 - December 1995
Fidelity Federal Savings Bank January 1993 - May 1994
Skills
Project Management, Business Process Mapping, Relationship Management, Vendor Management, Back office Servicing..., Dimensional Data..., IT Service Management, Business Continuity..., Accounting, Crystal Reports, IT Management, ITIL, Oracle, Large Scale System..., Software Project..., JIRA, Microsoft SQL Server, Business Analysis, Program Management, SOA, Agile Project Management, Scrum, Requirements Gathering, Requirements Analysis, Project Portfolio..., Enterprise Architecture, IT Strategy, Information Technology, Management, SDLC, SharePoint, Enterprise Software, Business Process, Data Warehousing, Disaster Recovery, Business Requirements, Quality Center, Business Process..., PMP, Business Intelligence, Systems Analysis
Education
Ateneo de Manila University
BS, Management Engineering
cPrime, Inc.
Scrum Master certification, Information Technology Project Management
Financial Services companies July 2011 - Present
Federal Home Loan Bank of San Francisco January 1998 - June 2011
Federal Home Loan Bank of San Francisco January 1996 - December 1997
Federal Home Loan Bank of San Francisco June 1994 - December 1995
Fidelity Federal Savings Bank January 1993 - May 1994
Skills
Project Management, Business Process Mapping, Relationship Management, Vendor Management, Back office Servicing..., Dimensional Data..., IT Service Management, Business Continuity..., Accounting, Crystal Reports, IT Management, ITIL, Oracle, Large Scale System..., Software Project..., JIRA, Microsoft SQL Server, Business Analysis, Program Management, SOA, Agile Project Management, Scrum, Requirements Gathering, Requirements Analysis, Project Portfolio..., Enterprise Architecture, IT Strategy, Information Technology, Management, SDLC, SharePoint, Enterprise Software, Business Process, Data Warehousing, Disaster Recovery, Business Requirements, Quality Center, Business Process..., PMP, Business Intelligence, Systems Analysis
Education
Ateneo de Manila University
BS, Management Engineering
cPrime, Inc.
Scrum Master certification, Information Technology Project Management
Marvin T. Phillips, III, MD Marvin T. Phillips, III, MD's Financial Services Companies Experience March 1999 - May 2002
Job Nothing at Present
Industry Writing and Editing
Experience
Phillips Enterprises January 1999 - Present
Demand Media March 2010 - Present
Ambulance Service Management February 2011 - December 2014
Money Concepts June 2009 - November 2010
Investment Advisors International September 2003 - May 2009
US Planning Group May 2002 - August 2003
Financial Services Companies March 1999 - May 2002
The Longstreet Clinic, PC 1995 - 1999
Northeast Georgia Pediatric Group July 1990 - November 1995
Skills
Writing, Pediatrics, Woodworking, Financial Planning, Health, Strategic Financial..., Start-ups, Management, Social Media, Investments, Small Business, Training, Research, Healthcare, Medicine, Strategic Planning, Entrepreneurship, Coaching, Leadership, Fundraising, Music, Financial Services, Public Speaking, Budgets, Investment Advisory, Marketing, Customer Service, Employee Benefits, Wellness, Team Building
Education
Medical University of South Carolina 1987 — 1990
Pediatrician, Pediatric Resident
Medical College of Georgia School of Medicine 1983 — 1987
MD, Medicine
The University of Georgia 1979 — 1983
BS, Chemistry
Phillips Enterprises January 1999 - Present
Demand Media March 2010 - Present
Ambulance Service Management February 2011 - December 2014
Money Concepts June 2009 - November 2010
Investment Advisors International September 2003 - May 2009
US Planning Group May 2002 - August 2003
Financial Services Companies March 1999 - May 2002
The Longstreet Clinic, PC 1995 - 1999
Northeast Georgia Pediatric Group July 1990 - November 1995
Skills
Writing, Pediatrics, Woodworking, Financial Planning, Health, Strategic Financial..., Start-ups, Management, Social Media, Investments, Small Business, Training, Research, Healthcare, Medicine, Strategic Planning, Entrepreneurship, Coaching, Leadership, Fundraising, Music, Financial Services, Public Speaking, Budgets, Investment Advisory, Marketing, Customer Service, Employee Benefits, Wellness, Team Building
Education
Medical University of South Carolina 1987 — 1990
Pediatrician, Pediatric Resident
Medical College of Georgia School of Medicine 1983 — 1987
MD, Medicine
The University of Georgia 1979 — 1983
BS, Chemistry
Aida Biller Aida Biller's Financial Services Companies Experience 2012 - Present
Job Sales & Relationship Management
Industry Financial Services
Experience
Financial Services Companies 2012 - Present
J.P.Morgan 2008 - 2012
Bear Stearns & Co. 1997 - 2008
US Trust 1988 - 1995
Skills
NASD LICENSES Series 7..., Languages - Spanish, Capital Markets, Hedge Funds, Risk Management, Securities, Investments, Trading, Portfolio Management, Mutual Funds, Strategy, Finance, Financial Services, Prime Brokerage, Securities Lending, Financial Risk, Cash Management, Fixed Income
Education
Bloomfield College
Bachelor of Business Administration (B.B.A.)
Financial Services Companies 2012 - Present
J.P.Morgan 2008 - 2012
Bear Stearns & Co. 1997 - 2008
US Trust 1988 - 1995
Skills
NASD LICENSES Series 7..., Languages - Spanish, Capital Markets, Hedge Funds, Risk Management, Securities, Investments, Trading, Portfolio Management, Mutual Funds, Strategy, Finance, Financial Services, Prime Brokerage, Securities Lending, Financial Risk, Cash Management, Fixed Income
Education
Bloomfield College
Bachelor of Business Administration (B.B.A.)
Betty Mower Potalivo Betty Mower Potalivo's Financial Services Companies Experience 1986 - 2000
Job Region President, Northern Trust (since May 2000)
Industry Financial Services
Experience
Northern Trust May 2000 - Present
Financial Services Companies 1986 - 2000
Bank of America August 1974 - July 1984
Skills
Wealth Management, Investments, Strategic Financial..., Business Strategy, Private Banking, Commercial Banking, Wealth, Leadership Development, Commercial Lending, Portfolio Management, Family Office, Team Leadership, Business Development, Relationship Management, Business Process..., Risk Management, Entrepreneurship, Leadership, Financial Modeling, Asset Management, Asset Allocation, Trust Services, Trusts, Alternative Investments, Investment Strategies, Banking, Finance, Strategy, Management, Investment Advisory, High Net Worth..., Securities, Estate Planning, Mergers & Acquisitions, Philanthropy, Strategic Planning, Financial Analysis, Sales Management, Sales & Marketing..., Growth Strategies, Compliance, Regulatory Requirements, Wealth Management..., Financial Services, Investment Management, Financial Planning
Education
University of Southern California
Bachelor of Science (BS), Business/ Finance
Northern Trust May 2000 - Present
Financial Services Companies 1986 - 2000
Bank of America August 1974 - July 1984
Skills
Wealth Management, Investments, Strategic Financial..., Business Strategy, Private Banking, Commercial Banking, Wealth, Leadership Development, Commercial Lending, Portfolio Management, Family Office, Team Leadership, Business Development, Relationship Management, Business Process..., Risk Management, Entrepreneurship, Leadership, Financial Modeling, Asset Management, Asset Allocation, Trust Services, Trusts, Alternative Investments, Investment Strategies, Banking, Finance, Strategy, Management, Investment Advisory, High Net Worth..., Securities, Estate Planning, Mergers & Acquisitions, Philanthropy, Strategic Planning, Financial Analysis, Sales Management, Sales & Marketing..., Growth Strategies, Compliance, Regulatory Requirements, Wealth Management..., Financial Services, Investment Management, Financial Planning
Education
University of Southern California
Bachelor of Science (BS), Business/ Finance
Andre Fok Kam, CPA, CA, MBA Andre Fok Kam, CPA, CA, MBA's Financial Services Companies Experience 1999 - 2008
Job Consultant to the securities industry
Industry Financial Services
Experience
Landry Mutual Funds 2011 - Present
Andre Fok Kam, CPA, CA, MBA 2005 - Present
Standard Life Mutual Funds 2007 - October 2014
Financial Services Companies 1999 - 2008
Caisse de dépôt et placement du Québec 1999 - 2005
Provigo Inc. 1987 - 1999
Deloitte 1979 - 1987
Pricewaterhouse Coopers (London) 1975 - 1978
Skills
Hedge Funds, Investments, Private Equity, Capital Markets, Securities, Mutual Funds, Investment Management, Leadership, Asset Management, Financial Services, Finance, Financial Analysis, Analysis, Equities, Fixed Income, Alternative Investments
Education
McGill University 1988 — 1992
MBA, Finance
The London School of Economics and Political Science (LSE) 1972 — 1975
BSc (Econ), Accounting and Finance
Landry Mutual Funds 2011 - Present
Andre Fok Kam, CPA, CA, MBA 2005 - Present
Standard Life Mutual Funds 2007 - October 2014
Financial Services Companies 1999 - 2008
Caisse de dépôt et placement du Québec 1999 - 2005
Provigo Inc. 1987 - 1999
Deloitte 1979 - 1987
Pricewaterhouse Coopers (London) 1975 - 1978
Skills
Hedge Funds, Investments, Private Equity, Capital Markets, Securities, Mutual Funds, Investment Management, Leadership, Asset Management, Financial Services, Finance, Financial Analysis, Analysis, Equities, Fixed Income, Alternative Investments
Education
McGill University 1988 — 1992
MBA, Finance
The London School of Economics and Political Science (LSE) 1972 — 1975
BSc (Econ), Accounting and Finance
Parke Miller Johnson Parke Miller Johnson's Financial Services Companies Experience June 2009 - October 2010
Job Director, Editorial at Brookfield Investment Management Inc.
Industry Financial Services
Experience
Brookfield Investment Management Inc. May 2015 - Present
Cohen & Steers November 2010 - May 2015
financial services companies June 2009 - October 2010
Legg Mason January 2006 - April 2009
Citigroup 1994 - December 2005
Smith Barney 1993 - 1994
Smith Barney 1982 - 1993
Skills
Mutual Funds, Strategy, Integrated Marketing, Marketing Communications, Investments, Asset Managment, Leadership, Marketing Strategy, Product Marketing, Financial Services, Management
Education
Skidmore College
BS, Art
Brookfield Investment Management Inc. May 2015 - Present
Cohen & Steers November 2010 - May 2015
financial services companies June 2009 - October 2010
Legg Mason January 2006 - April 2009
Citigroup 1994 - December 2005
Smith Barney 1993 - 1994
Smith Barney 1982 - 1993
Skills
Mutual Funds, Strategy, Integrated Marketing, Marketing Communications, Investments, Asset Managment, Leadership, Marketing Strategy, Product Marketing, Financial Services, Management
Education
Skidmore College
BS, Art
Harriett Magee Harriett Magee's Financial Services Companies Experience September 1996 - 2005
Job Freelance Editor/Writer, specializing in institutional investing/private equity
Industry Investment Management
Experience
Harriett Magee June 2013 - Present
Cambridge Associates LLC April 2005 - June 2013
Financial Services Companies September 1996 - 2005
Financial Publishing Services 2004 - 2004
Pragmatech Software 1995 - 1998
Dalbar June 1994 - August 1996
National Investment Company Services Assn. January 1989 - May 1994
Skills
Newsletters, Editing, Investments, Private Equity, Public Relations, Due Diligence, Venture Capital, Equities, Journalism, Financial Services, Mutual Funds
Education
Boston College
MSW, Clinical social work
Connecticut College
BA, French
The Institute of Dancenergy
Harriett Magee June 2013 - Present
Cambridge Associates LLC April 2005 - June 2013
Financial Services Companies September 1996 - 2005
Financial Publishing Services 2004 - 2004
Pragmatech Software 1995 - 1998
Dalbar June 1994 - August 1996
National Investment Company Services Assn. January 1989 - May 1994
Skills
Newsletters, Editing, Investments, Private Equity, Public Relations, Due Diligence, Venture Capital, Equities, Journalism, Financial Services, Mutual Funds
Education
Boston College
MSW, Clinical social work
Connecticut College
BA, French
The Institute of Dancenergy
Chris Kern Chris Kern's Financial Services Companies Experience January 1992 - April 1995
Job President at Domain Media Corp., Managing Director at Windstream Partners, LLC
Industry Internet
Experience
Domain Media January 2011 - Present
Windstream Partners, LLC January 2012 - April 2014
New Century Capital Partners, Inc. January 2010 - August 2011
Cresta Capital Strategies November 2006 - January 2010
GunnAllen 2006 - 2007
Internet Finance International Corp 1992 - 2007
Maximum Ventures September 2001 - August 2005
Lightning Internet Services 1995 - 2000
Financial Services Companies January 1992 - April 1995
Skills
Corporate Finance, Executive Management, Business Strategy, Computer Vision, Mergers, Restructuring, Private Equity, Entrepreneurship, Strategic Partnerships, Corporate Development, Business Planning, Management Consulting, Financial Analysis, Financial Modeling, Due Diligence, Private Placements, Marketing Strategy, Entrepreneur, Strategic Planning, Deal Structuring, Strategy Development, New Business Development, Competitive Analysis, Valuation, Start-ups, Investment Banking, Capital, Venture Capital, Mergers & Acquisitions, Contract Negotiation, Strategy, Management, Portfolio Management, Finance, Asset Management, Financial Services, Consulting, Business Process..., M&A experience, Digital Media, Investor Relations, IPO, Investments, Enterprise Software, Market Research, Angel Investing, Marketing, Capital Raising, Emerging Markets, Strategic Consulting
Education
University at Buffalo 1986 — 1991
B.S.BA
Domain Media January 2011 - Present
Windstream Partners, LLC January 2012 - April 2014
New Century Capital Partners, Inc. January 2010 - August 2011
Cresta Capital Strategies November 2006 - January 2010
GunnAllen 2006 - 2007
Internet Finance International Corp 1992 - 2007
Maximum Ventures September 2001 - August 2005
Lightning Internet Services 1995 - 2000
Financial Services Companies January 1992 - April 1995
Skills
Corporate Finance, Executive Management, Business Strategy, Computer Vision, Mergers, Restructuring, Private Equity, Entrepreneurship, Strategic Partnerships, Corporate Development, Business Planning, Management Consulting, Financial Analysis, Financial Modeling, Due Diligence, Private Placements, Marketing Strategy, Entrepreneur, Strategic Planning, Deal Structuring, Strategy Development, New Business Development, Competitive Analysis, Valuation, Start-ups, Investment Banking, Capital, Venture Capital, Mergers & Acquisitions, Contract Negotiation, Strategy, Management, Portfolio Management, Finance, Asset Management, Financial Services, Consulting, Business Process..., M&A experience, Digital Media, Investor Relations, IPO, Investments, Enterprise Software, Market Research, Angel Investing, Marketing, Capital Raising, Emerging Markets, Strategic Consulting
Education
University at Buffalo 1986 — 1991
B.S.BA
Tom Kerbs Tom Kerbs's Financial Services Companies Experience 2005 - 2011
Job Senior Director at PwC
Industry Management Consulting
Experience
PwC 2011 - Present
Financial Services Companies 2005 - 2011
DiamondCluster International 1999 - 2005
Financial and Professional Services Companies 1995 - 1999
Grant Thornton LLP 1993 - 1995
Skills
Architectures, Business Strategy, Integration, Governance, Program Management, Organizational Design, Enterprise Architecture, Enterprise Software, IT Strategy, Leadership, Strategic Planning, Service Oriented..., Technology Solution..., Project Planning, Process Improvement, EAI, Strategy, Business Process, Management Consulting
Education
DePaul University
Bachelors of Science, Computer Science with emphasis on Software Engineering
The Open Group
TOGAF® 9 Certified
PwC 2011 - Present
Financial Services Companies 2005 - 2011
DiamondCluster International 1999 - 2005
Financial and Professional Services Companies 1995 - 1999
Grant Thornton LLP 1993 - 1995
Skills
Architectures, Business Strategy, Integration, Governance, Program Management, Organizational Design, Enterprise Architecture, Enterprise Software, IT Strategy, Leadership, Strategic Planning, Service Oriented..., Technology Solution..., Project Planning, Process Improvement, EAI, Strategy, Business Process, Management Consulting
Education
DePaul University
Bachelors of Science, Computer Science with emphasis on Software Engineering
The Open Group
TOGAF® 9 Certified
Graham F. Wilson, CFA's Financial Services Companies Experience September 1998 - January 2005
Job Chief Financial Officer at Mas Group of Companies
Industry Venture Capital & Private Equity
Experience
Mas Group of Companies April 2014 - Present
The Related Group October 2011 - March 2014
Ryder System, Inc. June 2005 - October 2011
Financial Services Companies September 1998 - January 2005
Skills
Financial Modeling, Financial Analysis, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Valuation, Portfolio Management, Investment Policy..., Family Office, Strategic Financial..., Capital Markets, Due Diligence, Financial Planning
Education
University of Miami - School of Business 2003 — 2005
MBA, Corporate Finance
University of Richmond 1994 — 1998
BA, Mathematics
Deerfield Academy 1990 — 1994
Ransom Everglades 1988 — 1990
Mas Group of Companies April 2014 - Present
The Related Group October 2011 - March 2014
Ryder System, Inc. June 2005 - October 2011
Financial Services Companies September 1998 - January 2005
Skills
Financial Modeling, Financial Analysis, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Valuation, Portfolio Management, Investment Policy..., Family Office, Strategic Financial..., Capital Markets, Due Diligence, Financial Planning
Education
University of Miami - School of Business 2003 — 2005
MBA, Corporate Finance
University of Richmond 1994 — 1998
BA, Mathematics
Deerfield Academy 1990 — 1994
Ransom Everglades 1988 — 1990
Susan coursey's Financial Services Companies Experience September 1990 - September 2005
Job Owner, Coursey Global Marketing
Industry Information Services
Experience
Coursey Global Marketing September 2005 - Present
Financial Services Companies September 1990 - September 2005
IBM Global Services (Financial) March 1989 - August 1993
Skills
Information Architecture, Data Analysis, Data Management
Education
University of Pittsburgh 1957 — 1981
BA, Political Science
Syracuse University - Maxwell School of Citizenship and Public Affairs 1961 — 1962
Public Administration
Coursey Global Marketing September 2005 - Present
Financial Services Companies September 1990 - September 2005
IBM Global Services (Financial) March 1989 - August 1993
Skills
Information Architecture, Data Analysis, Data Management
Education
University of Pittsburgh 1957 — 1981
BA, Political Science
Syracuse University - Maxwell School of Citizenship and Public Affairs 1961 — 1962
Public Administration
Diane Skaff's Financial Services Companies Experience January 2012 - Present
Job Retail Banking Leader | Sales and Service Strategy | Employee Development and Engagement | Revenue and Profitability
Industry Banking
Experience
Financial Services companies January 2012 - Present
Wells Fargo September 2010 - December 2011
Wells Fargo 2007 - 2010
World Savings 2005 - 2007
World Savings 2000 - 2005
World Savings 1990 - 2000
Skills
Strategic Leadership, Customer Satisfaction, Customer Loyalty, Hiring, Coaching, Training & Development, Sales Management, Strategic Partnerships, New Business Development, Managing High..., Employee Engagement, Multi-Site..., Operations, Compliance, Expense Management, Team Leadership, Project Management, Matrix Management, Merger Integration, Public Speaking, Facilitator
Education
Colorado State University
Financial Services companies January 2012 - Present
Wells Fargo September 2010 - December 2011
Wells Fargo 2007 - 2010
World Savings 2005 - 2007
World Savings 2000 - 2005
World Savings 1990 - 2000
Skills
Strategic Leadership, Customer Satisfaction, Customer Loyalty, Hiring, Coaching, Training & Development, Sales Management, Strategic Partnerships, New Business Development, Managing High..., Employee Engagement, Multi-Site..., Operations, Compliance, Expense Management, Team Leadership, Project Management, Matrix Management, Merger Integration, Public Speaking, Facilitator
Education
Colorado State University
Betty Isaacs's Financial Services Companies Experience 1990 - 2009
Job Independent Law Practice Professional
Industry Law Practice
Experience
'Self-Employed' 2009 - 2011
Financial Services companies 1990 - 2009
Skills
Estate Planning, Public Speaking, Insurance Law, Insurance, Fundraising, Criminal Law, Strategic Planning, Product Liability, Contract Negotiation, Non-profits, Nonprofits
Education
Northern Kentucky University—Salmon P. Chase College of Law
JD, Law
University of
University of Kentucky
Bachelor of Arts (BA), Education
'Self-Employed' 2009 - 2011
Financial Services companies 1990 - 2009
Skills
Estate Planning, Public Speaking, Insurance Law, Insurance, Fundraising, Criminal Law, Strategic Planning, Product Liability, Contract Negotiation, Non-profits, Nonprofits
Education
Northern Kentucky University—Salmon P. Chase College of Law
JD, Law
University of
University of Kentucky
Bachelor of Arts (BA), Education