Julius Baer

Industry: Private banking company

Description

Julius Bär Group AG, known alternatively as Julius Baer Group Ltd., is a Swiss multinational private bank founded and based in Switzerland. Headquartered in Zürich, it is one of the oldest and largest Swiss banking institutions usually noted among fellow banks UBS and Credit Suisse. AUM: CHF 254 billion (2013) CEO: Bernhard Hodler (Nov 27, 2017–) Headquarters: Zürich, Switzerland Founder: Julius Bär Founded: 1890, Zürich, Switzerland Subsidiaries: Bank Julius Baer (Singapore) Ltd.,

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Julius Baer Employees

Employee
Years
Job
Industry
Jiayi Zeng Jiayi Zeng Greater San Diego Area Details
Jiayi Zeng's Julius Baer Experience July 2014 - August 2014
Job Investment Banking Summer Analyst at UBS
Industry Investment Banking
Experience
Rady School of Management  September 2015 - Present
UBS Investment Bank  June 2015 - August 2015
UC San Diego Alumni Discovery Initiative   April 2014 - June 2015
DLJ Real Estate Capital Partners  August 2014 - September 2014
Julius Baer   July 2014 - August 2014
Jinxin Group   December 2011 - August 2012

Skills
PowerPoint, Advertising, Microsoft Excel, Microsoft Word, Marketing, Financial Analysis, Market Research, Finance, Entrepreneurship, Financial Modeling

Education
University of California, San Diego   2012 — 2015
Bachelor's Degree, Joint Mathematics and Economics

Victoria Junior College   2010 — 2011
GCE A LEVELS

Fredy Zuberbuehler Fredy Zuberbuehler Liechtenstein area Details
Fredy Zuberbuehler's Julius Baer Experience March 2000 - April 2007
Job Chief Compliance Officer LGT & SACO Board
Industry Banking
Experience
LGT Bank AG   June 2011 - Present
SACO - Swiss Association of Compliance Officers   December 1998 - Present
Community Council of Zumikon (Gemeinderat)   May 1998 - October 2011
LGT Bank AG   August 2007 - May 2011
Alters- und Pflegezentrum Zollingerheim, Forch   May 2006 - May 2010
Julius Baer   March 2000 - April 2007
Coutts  September 1995 - February 2000
Zurich Stock Exchange Commissioner Office   July 1987 - July 1995
UBS  March 1986 - June 1987
La Genevoise Assurance sur la Vie   August 1984 - December 1985

Skills
FATCA, MiFID,..., Management, Banking, Project Management, Hedge Funds, AML, Securities, Structured Products, Private Banking, Derivatives, Financial Markets, Asset Management

Education
London Business School   2005 — 2005

International Institute for Management Development, IMD, Lausanne   2001 — 2001

Freies Gymnasium Zurich   1969 — 1975
High School Diploma Type B, Latin

Zurich University
MLaw, Law

Sergio Rivera (sergioriveravazquez@gmail.com) Sergio Rivera (sergioriveravazquez@gmail.com) Houston, Texas Area Details
Sergio Rivera (sergioriveravazquez@gmail.com)'s Julius Baer Experience November 2006 - November 2007
Job International Advisor at Miamibased Wealth Advisory Group
Industry Investment Management
Experience
Miami-based Private Equity and Wealth Advisory Group   July 2013 - Present
Rivera Capital Partners   February 2012 - Present
MARS Capital Group, S.A.   February 2011 - January 2012
Merrill Lynch Bank (Suisse)   November 2009 - April 2011
Bank Sarasin   January 2008 - May 2009
Julius Baer   November 2006 - November 2007
ING Investment Management  October 2003 - November 2006
Monte de la Republica   January 2001 - November 2003
Morgan Stanley Investment Management  1997 - 2000
Morgan Stanley  December 1995 - June 1997

Skills
Raising Venture Capital, Startup Consulting, Private Equity Funding, Private Banking, Wealth Management, Trading, Latin America, Mutual Funds, Due Diligence, Funding, Start-ups, Private Equity, Emerging Markets, Portfolio Management, Venture Capital, Asset Management, Alternative Assets, Equities, Asset Allocation, Investments, Management, Asset Managment, New Business Development, Investment Properties, Alternative Investments, Derivatives, Finance, Corporate Finance, Fixed Income, Negotiation, Economics, Financial Services, Hedge Funds, Investment Banking, Start-up

Education
Universidad Nacional Autonoma de Mexico   1980 — 1985
Law

Universite Sorbonne Paris IV   1983 — 1984
Diplome, Francais

United World College of the Atlantic   1978 — 1980
I.B., Economics, Politics, History

Sara Mooradian Sara Mooradian San Francisco Bay Area Details
Sara Mooradian's Julius Baer Experience January 1999 - July 2002
Job Consultant at Taos
Industry Information Technology and Services
Experience
Taos  July 2015 - Present
Moraga Education Foundation   June 2012 - Present
Hospice of the East Bay  September 2011 - Present
Marketing and Social Media Professional   January 2011 - July 2015
Los Perales Elementary School   June 2011 - June 2015
Readyforce  July 2012 - November 2013
Julius Baer Investment Management  July 2002 - May 2006
Julius Baer   January 1999 - July 2002
Citibank  September 1997 - January 1999

Skills
Social Media Marketing, Blogging, Marketing, Management, Social Media, Facebook, Strategy, Email Marketing, Online Marketing, SEM, Customer Service, Social Networking, Fundraising, Sales, Content Strategy, Twitter, Pinterest, Social Media Strategist, Community Management, Social Media Consulting, SEO, Event Planning, Writing, Wordpress, Marketing Communications, Start-ups, Educational Fundraising, Leadership, Press Releases, Marketing Strategy, Newsletters, Strategic Planning, Nonprofits, Strategic Communications, Public Relations, Event Management, Content Management

Education
McGill University   1993 — 1997
BA, Psychology

Rye Country Day School   1985 — 1993

Francis Shih Francis Shih Greater Los Angeles Area Details
Francis Shih's Julius Baer Experience April 2013 - July 2014
Job
Industry Venture Capital & Private Equity
Experience
Arena Ventures   January 2015 - Present
Lo Enterprises LLC   August 2014 - Present
Julius Baer   April 2013 - July 2014
Merrill Lynch  January 2010 - April 2013
Axiom Investment Advisors LLC   April 2008 - April 2009
Bear Stearns  2007 - 2008
Morgens, Waterfall, Vintiadis   2006 - 2007

Skills
Venture Capital, Start-ups, Strategy, Entrepreneurship, Angel Investing, Competitive Analysis, Business Strategy, Investment Management, Social Media Marketing, Equity Valuation, Social Media, Analysis, Fixed Income, Investment Banking, Finance, Mutual Funds, Derivatives, Trading, Career Development..., Quantitative Research, Investments, Equities, Portfolio Management

Education
University of Rochester   2001 — 2005
Bachelor's degree, Economics and English

Max Stobbe Max Stobbe San Jose, California Details
Max Stobbe's Julius Baer Experience June 2009 - June 2010
Job Senior Consultant, Transfer Pricing at Deloitte
Industry Management Consulting
Experience
Deloitte  April 2015 - Present
Deloitte  December 2013 - March 2015
IHS  July 2012 - July 2013
University of Hamburg  October 2010 - October 2011
Julius Baer   June 2009 - June 2010
Bilfinger Berger  October 2007 - May 2008
Ariva.de AG   July 2006 - July 2007

Skills
Transfer Pricing, BEPS, Project Management, Business Strategy, Leadership, Market Research, Data Analysis, R, Econometrics, Analytics, Economics, Time Series Analysis, Financial Analysis, Eviews, Labor Economics, Banking, Quantitative Research, Qualitative Research, Financial Modeling, Analysis, Consulting, Mergers, Strategic Planning, Strategy

Education
University of Hamburg   2010 — 2012
Master's Degree, Economics

University of Kiel   2006 — 2010
Bachelor's Degree, Economics

Emre Aslanoba Emre Aslanoba Greater New York City Area Details
Emre Aslanoba's Julius Baer Experience January 2013 - Present
Job Board Member at Obakur Group and Economist Julius Baer
Industry Financial Services
Experience
Julius Baer   January 2013 - Present
Obakur   April 2012 - Present
Oba Sofrasi   June 2008 - Present

Skills
Fund Of Funds, Family Office, Hedge Funds, Trend Following, Emerging Markets, High Yield Bonds, Global Macro, M&A experience, Asset Management, Financial Markets, Trading, Investments, Equities, Due Diligence, Valuation, Portfolio Management, Venture Capital, Fixed Income

Education
New York University   2011 — 2012
Certificate, Portfolio Management and Securities Analysis

University of Virginia   2004 — 2008
Bachelor of Arts, Financial Economics

Roberto Erario Roberto Erario Vancouver, Canada Area Details
Roberto Erario's Julius Baer Experience 2000 - 2003
Job Business and Executive Coach, Trainer, Professional Speaker
Industry Professional Training & Coaching
Experience
Roberto Erario Coaching and Training   2003 - Present
Get It Together Business Mastermind Chapters   August 2014 - Present
The Difference Engine   2011 - 2014
Maple Bank GmbH   2004 - 2007
Julius Baer   2000 - 2003
Euros Consulting S.p.A.   1998 - 2000

Skills
Public Speaking, Executive Coaching, Coaching, Leadership Development, Management Consulting, Leadership, Sales, Training, Entrepreneurship, Small Business, Negotiation, Management, Time Management, Strategy, Start-ups, Organizational..., Business Planning, Business Development, Consulting, Business Performance...

Education
SCOA - The School of Coaching   2007 — 2008
Master, Corporate and Executive Coaching

Università di Roma Tor Vergata   1991 — 1997
Bachelor's Degree with honors, Economics

Tejendra SONI Tejendra SONI Fresno, California Area Details
Tejendra SONI's Julius Baer Experience 2008 - 2009
Job Business Analyst ,SAP at Olam International
Industry Accounting
Experience
Olam International  January 2013 - Present
Apple  January 2012 - January 2013
Price Waterhouse Coopers  September 2010 - December 2011
ERI Software Pte Ltd   August 2009 - September 2010
Optimum Solutions  June 2007 - February 2009
Julius Baer   2008 - 2009

Skills
SAP, Global Delivery, Requirements Analysis, SAP ERP, SAP Implementation, Integration, New GL, Project Planning, ERP, SAP R/3, Vendor Management, SAP FICO, Business Process, Requirements Gathering, Business Analysis, Business Process Design, Business Intelligence, Solution Architecture, Business Process..., Pre-sales, Software Project...

Education
ICFAI Business School, Hyderabad   2005 — 2007
MBA, Finance, IT

Gujarat University   2000 — 2004
Bachelor of Engineering, Computer Engineering

Chelsea So Chelsea So San Francisco Bay Area Details
Chelsea So's Julius Baer Experience September 2013 - May 2015
Job Assistant Business Manager at Julius Baer
Industry Entertainment
Experience
Julius Baer   September 2013 - May 2015
Take-Two Interactive Software, Inc.   September 2012 - May 2013
Social Learning Project   May 2012 - August 2012
FanBridge  May 2012 - August 2012
CLP Power Hong Kong Ltd  July 2011 - August 2011
Merrill Lynch  June 2010 - August 2010
JWT  June 2009 - July 2009

Skills
Market Research, Social Media, Facebook, Marketing, Competitive Analysis, Social Media Marketing, Advertising, Financial Analysis, Marketing Communications, Microsoft Office, Google Analytics, Social Networking, Equity Research, Marketing Strategy, Online Advertising, Copywriting, Project Management, Data Analysis, Business Analysis, Business Process..., Strategy, Video Games

Education
New York University - Leonard N. Stern School of Business   2010 — 2013
Bachelor of Science (B.Sc.), Finance and Marketing

Università Commerciale 'Luigi Bocconi'   2011 — 2011

Boston College   2009 — 2010
BA, Economics

Milton Academy   2005 — 2009
High School

Geoffrey Tan Geoffrey Tan Ithaca, New York Details
Geoffrey Tan's Julius Baer Experience December 2012 - June 2015
Job MBA Candidate, Johnson School of Management at Cornell University
Industry Financial Services
Experience
Julius Baer   December 2012 - June 2015
Julius Baer   August 2012 - December 2012
Citi  July 2011 - September 2011

Skills
Foreign Exchange, Derivatives, Fixed Income, Teaching Assistant,..., Bonds, Structured Products, Risk Management, FX trading, Options, FX Options

Education
Cornell University   2015 — 2017
Master of Business Administration (MBA)

University of California, San Diego   2008 — 2012
Bachelor of Arts (B.A.), Economics

Raffles Junior College   2004 — 2005
GCE 'A' Levels

ACS   2000 — 2003
GCE 'O' Levels

Christine Meyenhofer Christine Meyenhofer Greater New York City Area Details
Christine Meyenhofer's Julius Baer Experience February 2014 - June 2014
Job Family Meyenhofer
Industry Airlines/Aviation
Experience
Julius Baer   February 2014 - June 2014
Finnair  December 2007 - July 2013
Media Shop   January 2007 - November 2007
Thomas Cook Group  October 2002 - March 2003
Berlitz Deutschland GmbH  December 2001 - August 2002
TUI Service AG   November 2000 - November 2001
TUI Service AG   March 1999 - November 2000
REWE Group  September 1996 - February 1999
Lufthansa  August 1995 - September 1996

Skills
Airlines, Business Travel, Travel Management, Amadeus, Aviation, Tourism, Airports, Account Management, Commercial Aviation, Revenue Analysis, Flights, Key Account Management, Contract Negotiation, Online Travel, Negotiation, Change Management, Pricing, Travel Technology, Business Strategy, Aircraft

Education
University of Applied Sciences Heilbronn   2003 — 2007
Diplom Betriebswirt, Business Management, International Management and Business Informatics

Paolo Caruso Paolo Caruso Middletown, New Jersey Details
Paolo Caruso's Julius Baer Experience November 1999 - November 2003
Job Supervisor Citco Fund Services
Industry Accounting
Experience
Citco Fund Services  August 2008 - Present
Neuberger Berman  November 2003 - August 2008
Julius Baer   November 1999 - November 2003

Skills
Hedge Funds, Accoun, Mutual Funds, International..., Fund Accounting, Fund Administration, Fund Of Funds, Bloomberg, Securities, Equities, Fixed Income, Financial Reporting, Alternative Investments, Corporate Actions, Accounting, Cash Management, Financial Analysis, Account Reconciliation, FX Options, Options, Derivatives, Financial Modeling, Asset Management, Financial Markets, Valuation, Financial Services, Settlement, Auditing, Back Office

Education
St. Francis College   1996 — 2000
Bachelor of Science (BS), Accounting and Business/Management

Florian Muggli Florian Muggli Chicago, Illinois Details
Florian Muggli's Julius Baer Experience 2007 - 2010
Job Officer at Northern Trust Hedge Fund Services
Industry Banking
Experience
Northern Trust Hedge Fund Services  2013 - Present
Lombard Odier  2010 - 2012
Julius Baer   2007 - 2010
Raiffeisen Switzerland   2005 - 2006
Raiffeisenbank Sirnach   2002 - 2005

Skills
Settlements, Global Custody, Corporate Actions, Banking Operations, Retail Banking, Client Services, Account Management, Hedge Funds, Pension Funds, Fund Administration, Financial Reporting, SWIFT messaging, Euroclear, PowerPoint, Microsoft Excel, Microsoft Word, Management, Settlement, Financial Services, Investments, Securities, Back Office, Middle Office

Education
The University of Chicago Booth School of Business   2014 — 2017
Master of Business Administration (MBA)

Zurich University of Applied Sciences   2008 — 2012
B.S. in Business Administration, Banking & Finance, GPA Grade: 3.4

Berufsbildungszentrum Wil   2002 — 2005
Swiss Banking Diploma, Professional Maturity of Commercial Type, 5.2 of 6

Siobhan Cashman Siobhan Cashman Greater New York City Area Details
Siobhan Cashman's Julius Baer Experience September 1998 - August 2000
Job Senior Learning and Development Consultant at MetLife
Industry Human Resources
Experience
MetLife  September 2013 - Present
Mylan Specialty  October 2012 - September 2013
Pershing LLC, an affiliate of BNY Mellon   August 2008 - October 2012
Pershing LLC, an affiliate of BNY Mellon   July 2007 - August 2008
Pershing LLC, an affiliate of BNY Mellon   July 2002 - July 2007
Pershing LLC, an affiliate of BNY Mellon   September 2000 - July 2002
Julius Baer   September 1998 - August 2000
Union Bank of Switzerland  August 1996 - June 1998
Union Bank of Switzerland  July 1994 - August 1996
Morgan Stanley  1993 - 1994

Skills
Employee Engagement, Performance Management, Change Management, Organizational..., Leadership Development, Talent Management, Training, Employee Relations, Succession Planning, Leadership, Project Management, Personnel Management, Strategy, Staff Development, Management, Program Management, Analysis, Interviews, Talent Acquisition, Management Development, Workforce Planning, Organizational..., 360 Feedback, Onboarding, Human Resources, Employee Training, Career Development, Recruiting, Workshop Facilitation, Organizational Design, Culture Change, Training Delivery, Coaching, MBTI

Education
Brookdale Community College
Associate of Arts (AA), Social Sciences

Rutgers, The State University of New Jersey-New Brunswick
BA, Communication, General

Liwen Xu Liwen Xu Greater New York City Area Details
Liwen Xu's Julius Baer Experience August 2011 - August 2011
Job Have interest in 4A company
Industry Marketing and Advertising
Experience
The Coca-Cola Company  June 2013 - Present
Carat  May 2013 - June 2013
Tulip mega media   July 2011 - September 2012
Song Qingling Charity Event   May 2012 - July 2012
Indiana University Bloomington  August 2008 - May 2012
Indiana University  August 2011 - December 2011
Julius Baer   August 2011 - August 2011
Yuesai Kan's office   July 2011 - August 2011
Yuesai's Office   June 2011 - July 2011
Westin hotel  June 2010 - August 2010

Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Illustrator, Customer Service, Social Media Marketing, InDesign, HTML, Event Planning, Graphic Design, Public Relations, Marketing, Market Research, Analysis, Marketing Strategy, Marketing Communications, Data Analysis, Event Management, Research, Marketing Research, Chinese, Mandarin

Education
New York University   2012 — 2013
Master's degree, Business Education

Indiana University Bloomington   2009 — 2012
Bachelor of Science (BS), Marketing and operation

Francisco Clavijo Francisco Clavijo Greater New York City Area Details
Francisco Clavijo's Julius Baer Experience February 2014 - June 2014
Job Business Analyst at Nasdaq
Industry Financial Services
Experience
Nasdaq  May 2015 - Present
Solo Capital   September 2014 - April 2015
Julius Baer   February 2014 - June 2014
Capco  February 2013 - October 2013
Morgan Stanley  December 2007 - January 2013
Morgan Stanley  April 2006 - December 2007
Neuberger Berman  March 2003 - March 2006

Skills
Series 7, Series 63, Series 6, Fluent Spanish, Attribution, Portfolio Management, Investments, Analysis, Securities, Banking, Financial Risk, Financial Analysis, Capital Markets, Mutual Funds, Alternative Investments

Education
CORNELL UNIVERSITY, Johnson Graduate School of Management   2009 — 2011
MBA, Corporate Finance & Strategy

Saint Peter's University   2007 — 2008
MS, Accounting

University of New Hampshire -- Peter T. Paul College of Business and Economics   1997 — 2002
BS, Finance

Westfield High School   1993 — 1997

Ihab Said Ihab Said Monaco area Details
Ihab Said's Julius Baer Experience April 2013 - Present
Job Executive Director at Julius Baer
Industry Banking
Experience
Julius Baer   April 2013 - Present
Merrill Lynch  May 1992 - March 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java

Education
University of Pennsylvania - The Wharton School   1981 — 1982
Non Degree Exchange Program, Finance, General

Cairo University
Bachelor of Science (BS), Economics

Alexander Synkov Alexander Synkov New York, New York Details
Alexander Synkov's Julius Baer Experience June 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Goldman Sachs  June 2014 - August 2014
Bank of America Merrill Lynch  June 2013 - August 2013
Deutsche Bank  May 2013 - June 2013
Julius Baer   June 2012 - August 2012

Skills
Microsoft Excel, Microeconomics, International Economics, Investment Banking, PowerPoint, Public Speaking, Capital IQ, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2011 — 2015
Bachelor of Science (BS), Economics (Finance), Magna Cum Laude

University of Pennsylvania   2011 — 2015
Bachelor of Arts (BA), Political Science, Magna Cum Laude

Jane Foran Jane Foran Greater New York City Area Details
Jane Foran's Julius Baer Experience June 1994 - December 1999
Job Assistant to Executive Vice President and COO at Woodrow Wilson National Fellowship Foundation
Industry Higher Education
Experience
Woodrow Wilson National Fellowship Foundation  March 2012 - Present
Northwestern Mutual  May 2010 - October 2011
Middletown Board of Education  April 2002 - July 2010
Julius Baer   June 1994 - December 1999
Salomon Brothers  March 1990 - June 1994
Miller Advertising  September 1987 - March 1990
Marriott International  1984 - 1987
The Panorama Club, 1500 Locust   1981 - 1984

Education
Baruch College   1992 — 1993

Hofstra University   1983 — 1987
BBA

David Gerbereux David Gerbereux Greater New York City Area Details
David Gerbereux's Julius Baer Experience 1999 - 2008
Job J.P. Morgan Chase
Industry Investment Management
Experience
JPMorgan Chase  April 2014 - Present
ARTIO GLOBAL  September 2008 - December 2013
Julius Baer   1999 - 2008
Casale Industries Inc   February 1991 - June 1999

Skills
Vendor Management, Infrastructure, Management, Risk Management, IT Operations, Disaster Recovery, Business Intelligence, Network Architecture, Business Analysis, Project Portfolio..., Fixed Income, IT Strategy, Staff Management, Help Desk Support, Information Security..., Server Architecture, Requirements Analysis, Budgets, International Project..., Staff Development, Technical Architecture, Facilities Management, Strategy, ITIL, Innovative Problem..., Help Desk Management, Professional Services..., Strategy Development, Budget Management, Mergers & Aquisitions, IT Infrastructure..., Disaster Recovery..., Business Continuity..., Data Center Buildout...

Education
Chubb Institute of Technology   1998 — 1999
Network and System Administration/Administrator

Kaplan University
Bachelor of Science (BS), Computer Science

Christian Prisco Christian Prisco Monaco area Details
Christian Prisco's Julius Baer Experience July 2013 - Present
Job Head of Advisory desk
Industry Banking
Experience
Julius Baer   July 2013 - Present
BNP Paribas  June 2010 - July 2013
BNP Paribas  October 2008 - July 2010
BNP Paribas  June 2006 - October 2008
BNP Paribas  June 2003 - June 2006
BNP Paribas  June 2001 - June 2003
CFM MONACO  1997 - 2001

Skills
Financial Risk, Equities, Hedge Funds, Portfolio Management, Investments, Private Equity

Education
The University of Stirling   1994 — 1995
MSc, Finance

SKEMA Business School   1992 — 1994
MiM, Finance

Université Nice Sophia Antipolis   1989 — 1992
Bachelor's degree (licence), Accounting and Finance

Larysa Blahy-Tatarenko Larysa Blahy-Tatarenko New York, New York Details
Larysa Blahy-Tatarenko's Julius Baer Experience August 2004 - September 2006
Job Trading & Operations at R Squared Capital
Industry Investment Management
Experience
R-Squared Capital Management   May 2013 - Present
Artio Global Investors  October 2006 - May 2013
Julius Baer   August 2004 - September 2006

Skills
Equities

Education
Iona College   2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Public Relations

Derek Holloway Derek Holloway Greater New York City Area Details
Derek Holloway's Julius Baer Experience December 2004 - June 2005
Job Purchasing Coordinator at JLL
Industry Financial Services
Experience
JLL  March 2014 - Present
Avon  June 2013 - December 2013
Citi  April 2011 - April 2013
Citigroup  February 2006 - December 2010
NY Life Insurance  October 2005 - December 2005
BNY Brokerage  June 2005 - September 2005
Julius Baer   December 2004 - June 2005
AIG  May 2003 - January 2004
Bank of Switzerland   March 1997 - July 2002

Skills
eSourcing, SAP, Strategic Sourcing, Microsoft Excel, Procurement, Microsoft Office, Sourcing, Purchasing, Spend Analysis, E-procurement, Access, Ariba, Management, Procure-to-Pay, Outlook, Supply Management, Global Sourcing, Vendor Management

Education
Morris Brown College   1993 — 1994
Computer Science

Eduardo Andrade Eduardo Andrade Miami/Fort Lauderdale Area Details
Eduardo Andrade's Julius Baer Experience September 2014 - Present
Job Executive Director at Julius Baer
Industry Financial Services
Experience
Julius Baer   September 2014 - Present
Banco Itau Europa International  January 2011 - August 2014
Biscayne Financial Advisors   January 2010 - December 2010
Mom Corps  March 2010 - August 2010
BNP Paribas  January 2007 - December 2009
Bank of America  2004 - 2007
JPMorgan Chase  2002 - 2004
Raymond James  1997 - 2001
Legg Mason  1997 - 1999

Skills
Banking, Wealth Management, Financial Services, Credit Risk, Portfolio Management, Investments, Securities, Due Diligence

Education
American University - Kogod School of Business   1999 — 2001
MBA, Finance

Colegio Javier   1982 — 1989
Bachelor of Sciense, Chemestry/Biology

Kerre Walsh Kerre Walsh New York, New York Details
Kerre Walsh's Julius Baer Experience February 1999 - May 2008
Job Manager of Events and Promotions at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  May 2013 - Present
Artio Global Investors  2008 - 2013
Julius Baer   February 1999 - May 2008

Skills
Marketing Strategy, Series 7, Event Planning, Marketing, Integrated Marketing, Social Media, Strategy, Event Management, Marketing Communications, Bloomberg, Social Media Marketing, Trade Shows, Advertising, Public Relations, Project Management, Management, Portfolio Management, Fixed Income, Investment Management, Securities, ETFs

Education
State University of New York at New Paltz   1992 — 1994
Bachelor of Arts (B.A.), Psychology

John S. Burke Catholic High School   1987 — 1990

Patrice Solaro Patrice Solaro Greater New York City Area Details
Patrice Solaro's Julius Baer Experience September 1998 - October 2002
Job EUROPEAN EQUITY SALES, EXANE BNP PARIBAS
Industry Capital Markets
Experience
EXANE BNP PARIBAS  October 2006 - Present
Kepler Capital Markets  October 2002 - October 2006
Julius Baer   September 1998 - October 2002
Cheuvreux  May 1994 - September 1998
NatWest Markets  June 1992 - May 1994
Societe Generale Corporate & Investment Banking  September 1990 - June 1992

Skills
Equity Valuation, Equities, Asset Management, Equity Research, Financial Markets, Equity Derivatives, Asset Managment, Financial Modeling, Alternative Investments, Valuation, Portfolio Management, Mutual Funds, Institutional..., Financial Analysis, Emerging Markets, Investment Banking, Hedge Funds, Derivatives, Bloomberg, Investments, Trading, Corporate Finance, Asset Allocation, Equity Capital Markets, Capital Markets

Education
SFAF - French Society of Financial Analysts   1991 — 1992

Institut d'Etudes politiques de Paris   1986 — 1988
SCIENCES PO - ECOFI - INTERNATIONAL FINANCE

University PARIS VII   1984 — 1986
Bachelor's degree, Chinese Language (Mandarin) and Asian Culture

University PARIS V - SORBONNE   1979 — 1983
Master's degree, Physical Education, Teaching and Coaching

Alejandro Cáceres Alejandro Cáceres New York, New York Details
Alejandro Cáceres's Julius Baer Experience August 2008 - January 2010
Job Managing Director & Exclusive Consultant en NetPlus Capital
Industry Financial Services
Experience
NetPlus Capital   January 2014 - November 2014
Cohen S.A. Sociedad de Bolsa   July 2013 - December 2013
AC  January 2011 - June 2013
Banco Itaú  April 2010 - December 2010
Julius Baer   August 2008 - January 2010
Citi Private Bank  July 2000 - July 2008
Banco Galicia Banca Privada   October 1991 - July 2000
Fundación de Investigaciones para el Desarrollo (FIDE)   January 1989 - October 1991

Skills
Private Banking, Banking, Investments, Derivatives, Wealth Management

Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'   1982 — 1989
Licenciado en Economía, Económicas

Colegio Cardenal Newman   1970 — 1981
Bachiller

Chi-San(Eric) Lo Chi-San(Eric) Lo Greater New York City Area Details
Chi-San(Eric) Lo's Julius Baer Experience 2011 - Present
Job Associate Manager at Julius Baer
Industry Financial Services
Experience
Julius Baer   2011 - Present
Equity Analysis & Strategy   2010 - September 2010
THE LIGHT KNOWLEDGE ENGINEERING LTD.   2004 - 2008
DY-LTD CO.   2002 - 2004
E. I. FREIGHT LTD   2001 - 2001

Skills
Sales, Capital Allocation, Valuation, Bloomberg, Equities, Alternative Investments, Hedge Funds, Risk Management, Emerging Markets, Corporate Finance, Portfolio Management, Business Analysis, Investments, Strategic Planning, Equity Research

Education
New York University   2009 — 2011
MPA, Finance

Hult International Business School
MBA, Finance and Entrepreneurship

Owen Barton Owen Barton Greater Philadelphia Area Details
Owen Barton's Julius Baer Experience October 2004 - April 2008
Job Information Security Leader at Vanguard
Industry Financial Services
Experience
Vanguard  February 2013 - Present
SunGard  May 2009 - January 2013
Julius Baer   October 2004 - April 2008
Lynch & Lynch, Law Firm   October 2003 - September 2004
CSG International  December 2001 - August 2003
Allianz, AG   January 1995 - December 2001
Allianz  January 1989 - December 1994

Skills
Information Security..., IT Strategy, Security, Business Continuity, Risk Management, Information Security, Team Leadership, Disaster Recovery, Enterprise Software, Business Analysis, Vendor Management, Project Management, IT Management, Enterprise Architecture, Governance, Risk Assessment, ITIL, Outsourcing, IT Audit, SDLC, Process Improvement, Compliance, Data Center, Policy, CISSP, Program Management, Financial Risk, Business Process..., Integration, SaaS, Cloud Computing, IT Service Management, Operational Risk..., Sarbanes-Oxley Act, Network Security, IT Operations, PMP, Requirements Analysis, Process Engineering, Enterprise Risk..., Business Process, Virtualization, Business Intelligence, Risk Mitigation, IT Governance, Risk, Infrastructure

Education
Stevens Institute of Technology   2006 — 2009
MBA, Technology Management

Fairleigh Dickinson University-Metropolitan Campus   1986 — 1989
BS, Finance

Wroxton College   1988 — 1988

Peter Vitale Peter Vitale Greater New York City Area Details
Peter Vitale's Julius Baer Experience 1997 - 1999
Job Vice President Institutional Sales & Regional Sales Manager (East) at Backstop Solutions Group
Industry Financial Services
Experience
Backstop Solutions Group  December 2014 - Present
Interactive Data  June 2012 - March 2014
Fitch Solutions  January 2010 - September 2012
CME Group (CMA)   2007 - 2010
Credit Market Analysis  April 2007 - September 2009
GFI Group Inc.  2003 - 2007
eSpeed, Inc.   October 2004 - March 2005
International Financial Systems (IFS)   September 1999 - October 2001
Bank Julius Baer  1997 - 1999
Julius Baer   1997 - 1999

Skills
Strategic Partnerships, Equities, Fixed Income, Financial Markets, Risk Management, FX Options, VAR, Derivatives, Sales, Market Data, Hedge Funds, Trading Systems, Venture Capital, Trading, Capital Markets, Portfolio Management, Electronic Trading, Asset Management, Cross-functional Team..., Enterprise Software, Prime Brokerage

Education
Fordham University   1988 — 1989
MA, Economics

Boston College   1983 — 1985
BS, Finance

State University of New York College at Oswego   1981 — 1983

State University of New York College at Oswego   1981 — 1983

Lisa Janke Lisa Janke Huntington, New York Details
Lisa Janke's Julius Baer Experience 2004 - 2006
Job President
Industry Accounting
Experience
EY  2010 - 2015
HSBC  2008 - 2009
Merrill Lynch  2007 - 2008
ConvergEx  2006 - 2007
Julius Baer   2004 - 2006
Morgan Stanley Investment Management  2002 - 2004
Citigroup  1997 - 2002

Skills
Derivatives, Equities, Financial Reporting, Sarbanes-Oxley Act, Accounting, Finance, Analysis, Managerial Finance, Financial Accounting, Portfolio Management, Account Reconciliation, Cash Management, Internal Audit, Banking, Forecasting, Securities, Auditing, Financial Risk, Financial Services, Management

Education
Bloomsburg University of Pennsylvania   1993 — 1997
BS in BA, Accounting

Hélène Verdino-Nobile Hélène Verdino-Nobile Monaco area Details
Hélène Verdino-Nobile's Julius Baer Experience April 2013 - September 2015
Job Looking for new opportunities
Industry Banking
Experience
Julius Baer   April 2013 - September 2015
Merrill Lynch  January 2011 - April 2013
Merrill Lynch  September 2009 - January 2011
Merrill Lynch  September 2009 - January 2011

Education
Université Nice Sophia Antipolis   1996 — 2002
DESS Gestion de Fortune, Finance, général

Ed Nebens Ed Nebens Los Angeles, California Details
Ed Nebens's Julius Baer Experience December 1997 - October 1999
Job
Industry Investment Management
Experience
Gratia Capital   August 2014 - Present
Three Bridges Capital   October 2011 - August 2014
UBS Investment Bank  August 2010 - October 2011
Cantillon Capital Management LLC  August 2003 - August 2009
Orchard Capital Advisors, LLC   September 2002 - August 2003
Deutsche Asset Management  June 2001 - September 2002
Credit Suisse  October 1999 - June 2001
Julius Baer   December 1997 - October 1999
Morgan Stanley  November 1993 - September 1997

Skills
Hedge Funds, Equities, Derivatives, Trading, Fixed Income, Commodity, Due Diligence, Market Risk, Brokers, Marketing, Bloomberg, Customer Service, Contract Management, Equity Trading, Electronic Trading, Equity Research, Trading Systems, Fixed Income Analysis, Equity Derivatives, Emerging Markets, Alternative Investments, Capital Markets, Prime Brokerage, Options, Securities, ETFs, Proprietary Trading, Structured Products, Trading Strategies, Financial Markets

Education
New York University - Leonard N. Stern School of Business   2005 — 2008
MBA

University of Maryland College Park   1988 — 1991
BA

Andrea Somoza Timor Andrea Somoza Timor Greater Boston Area Details
Andrea Somoza Timor's Julius Baer Experience July 2014 - August 2014
Job Student at Bentley University
Industry
Experience
BBVA Provincial   July 2015 - August 2015
Bentley University  January 2014 - December 2014
Julius Baer   July 2014 - August 2014
Alimentación Balanceada, C.A.   January 2012 - June 2012

Skills
MS Word, MS Excel, MS Access, MS PowerPoint, Microsoft Office, SAP, Process Modeling, FactSet, Bloomberg Software, Teamwork, Outlook, Social Media, Leadership, Public Speaking, Spanish, Access, Microsoft Word, PowerPoint, Microsoft Excel, Research, Financial Analysis, Customer Service

Education
Bentley University   2012 — 2016
Bachelor of Science (BS), Finance, General, Senior

Nanyang Technological University

Instituto Andes de Caracas   2007 — 2012
High School Diploma

Joseph F. Gerdes Joseph F. Gerdes Greater New York City Area Details
Joseph F. Gerdes's Julius Baer Experience June 2004 - June 2005
Job Senior Vice President at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York  December 2014 - Present
E*TRADE Clearing LLC   April 2009 - December 2014
Morgan Stanley  April 2006 - April 2009
Jefferies & Company  June 2005 - April 2006
Julius Baer   June 2004 - June 2005
US Trust Company  July 2001 - June 2004
Charles Schwab  August 1993 - June 2004
Charles Schwab Europe   January 1999 - July 2001
Bankers Trust  June 1985 - July 1993

Skills
Securities, Brokerage, Cash Management, Financial Services, Settlement, Risk Management, Management, Trading, Entrepreneurship, FINRA, Back Office, Equities, Derivatives, Banking, Program Management, Leadership, Operational Risk, Outsourcing, Capital Markets, Mutual Funds, Executive Management, Bloomberg, Series 7, Online Brokerage, Financial Risk, Asset Management, Wealth Management, Fixed Income, Options, Hedge Funds, Electronic Trading, Trading Systems, Series 63, Equity Trading, Alternative Investments, Series 24

Education
Saint Peter's University   1981 — 1985
Bachelor of Science (B.S.), Business Management, Economics

Christopher Yuan Christopher Yuan New York, New York Details
Christopher Yuan's Julius Baer Experience July 2013 - August 2013
Job Student at New York University
Industry Financial Services
Experience
Pico TBA   July 2015 - August 2015
Bank of Singapore  July 2014 - July 2014
Julius Baer   July 2013 - August 2013

Skills
Sports, Basketball, Social Media, Microsoft Office, Facebook, PowerPoint, Microsoft Excel, Bloomberg Software

Education
New York University   2013 — 2017
Bachelor of Science (B.S.), Sports Business, Minor in Computer Science & Math

Institut Le Rosey   2007 — 2013
International Baccalaureate, HL Economics, HL English Literature, HL Chinese B, SL Maths, SL Chemistry, SL International Politics

bill gate bill gate New York, New York Details
bill gate's Julius Baer Experience Directing of project and other necessary job.petroleum engineerJulius bagerApril 2000 - Present
Job Managing Director at Julius Baer
Industry Banking
Experience
Julius Baer   Directing of project and other necessary job.petroleum engineerJulius bagerApril 2000 - Present

Skills
Computer Engineering, Petroleum Engineering, Basketball Coaching, Marketing Communications

Education
University of Maryland Baltimore County   1991 — 1995
5, Engineering, First grade

University of California, Berkeley   1990 — 1993
Bachelor of Applied Science (B.A.Sc.), Petroleum engineering

Kevin Geoghegan, CAMS Kevin Geoghegan, CAMS Greater New York City Area Details
Kevin Geoghegan, CAMS's Julius Baer Experience June 2003 - May 2005
Job Consultant
Industry Financial Services
Experience
Confidential  May 2013 - Present
BlackRock  May 2005 - April 2013
Julius Baer   June 2003 - May 2005

Skills
AML, Asset Management, Capital Markets, Derivatives, Due Diligence, Investments, KYC, Mutual Funds, Risk Assessment, Series 7, Series 24

Education
Florida State University
Bachelor's degree, Real Estate

Fordham University
Master of Business Administration (MBA), Finance

Ross Babel Ross Babel Chicago, Illinois Details
Ross Babel's Julius Baer Experience January 2007 - August 2008
Job Real Estate Entrepreneur and Developer
Industry Real Estate
Experience
GNP Development   June 2012 - Present
NBM International Inc.   2012 - Present
Red Mango, Inc.   January 2010 - April 2012
Infosys Consulting  August 2010 - July 2011
Julius Baer   January 2007 - August 2008

Skills
Valuation, Financial Analysis, Financial Modeling, Finance, Banking, Capital Markets, Real Estate Investor, Real Estate Financing, Management Consulting, Real Estate, Budgets, Real Estate Development, Acquisitions

Education
Northwestern University - Kellogg School of Management   2008 — 2010
Master of Business Administration (MBA), Accounting and Finance

Loyola University Chicago   2002 — 2006
BBA, Economics, Finance

R. Joshua Russell R. Joshua Russell Miami/Fort Lauderdale Area Details
R. Joshua Russell's Julius Baer Experience January 1999 - August 2005
Job VP at Hedgeforce
Industry Financial Services
Experience
Hedgeforce   September 2007 - Present
MBNA  August 2005 - February 2006
Julius Baer   January 1999 - August 2005

Education
INSEAD   2003 — 2005
EMBA

MIB School of Management   1997 — 1999

New York University   1993 — 1997
BS

Allyse Scelfo Allyse Scelfo Greater New York City Area Details
Allyse Scelfo's Julius Baer Experience 2003 - 2004
Job Compensation & Benefits Manager at Volvo
Industry Automotive
Experience
Volvo Car Group  February 2015 - Present
NYSE Euronext  January 2012 - January 2015
NYSE Euronext  January 2010 - January 2012
NYSE Euronext  January 2007 - December 2009
SIAC  December 2004 - January 2007
Julius Baer   2003 - 2004
Standard Chartered Bank  2000 - 2003

Skills
Financial Services, Equities, Securities, Capital Markets, Employee Benefits, Financial Markets, Options, Hedge Funds, Vendor Management, Business Analysis, Change Management, Electronic Trading, Derivatives, Finance, Fixed Income, Leadership, Management, Market Data, Mergers, Process Improvement, Risk Management, Trading Systems, Trading

Education
Columbia University in the City of New York   2000 — 2002
MA, Organizational Development and Leadership

University at Albany, SUNY   1993 — 1997
BA, Psychology

Morgan Banaudo Morgan Banaudo Monaco area Details
Morgan Banaudo's Julius Baer Experience January 2013 - January 2015
Job Operations Analyst at Barclays Wealth and Investment Management
Industry Investment Banking
Experience
Barclays Wealth and Investment Management  February 2015 - Present
Julius Baer   January 2013 - January 2015
Whisky Mist, London Hilton on Park Lane   March 2011 - June 2011

Skills
Hospitality, Bloomberg, Sales, Options, Research, Fashion

Education
University of Plymouth   2009 — 2011

Baccalauréat sciences et technologies de la gestion

University of Plymouth - Greenwich School of Management Septembre 2011
Bachelor, Science en Business Management Londres

Kenneth Nostro Kenneth Nostro Greater New York City Area Details
Kenneth Nostro's Julius Baer Experience August 1989 - February 1992
Job Vice President, Institutional Sales and Client Service, Westwood Holdings Group
Industry Financial Services
Experience
Westwood Holdings Group  January 2008 - Present
Domini Social Investments  2004 - 2007
Credit Suisse  1999 - 2004
Warburg Pincus  1992 - 1999
Julius Baer   August 1989 - February 1992

Education
Saint John's University   1990 — 1992
MBA, Finance

Siena College   1984 — 1988

David Ullrich David Ullrich Boston, Massachusetts Details
David Ullrich's Julius Baer Experience March 1990 - May 1992
Job SVP FlexTrade
Industry Banking
Experience
FlexTrade  May 2015 - Present
Morgan Stanley  April 2010 - March 2015
State Street  September 2007 - March 2010
State Street  September 2000 - March 2010
Bank of America  April 1994 - September 2000
Sanwa Bank  April 1992 - April 1994
Julius Baer   March 1990 - May 1992
Credit Suisse  September 1987 - February 1990

Skills
Trading Systems, Derivatives, Commodity, FX Options, FX trading, Portfolio Management, Asset Management, Alternative Investments, Equities, Equity Trading, Financial Markets, Currency, Trading, Fixed Income, Capital Markets, Risk Management, Asset Allocation, Hedge Funds, Options, Series 63, Investment Banking, Investments, Bloomberg, Financial Analysis, Securities, Series 7, Electronic Trading, Asset Managment, Private Equity, Emerging Markets, Equity Research, Foreign Exchange, Investment Management, Investment Strategies, Financial Services, Bonds, Swaps, Mutual Funds, Equity Derivatives, ETFs, Structured Products, Prime Brokerage, Middle Office, Interest Rate..., FX Trading, Trading Strategies

Education
Brown University   1983 — 1987
BA, Applied Math/Economics

Alexander Woodcock Alexander Woodcock Greater Denver Area Details
Alexander Woodcock's Julius Baer Experience July 2013 - May 2014
Job Business / Operations Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  August 2014 - Present
Julius Baer   July 2013 - May 2014
Bank of America Merrill Lynch  November 2011 - July 2013
Bank of America Merrill Lynch  July 2011 - December 2011
UBS Global Asset Management  June 2009 - August 2010

Skills
Project Management, Financial Services, Team Leadership, Fundraising, Mutual Funds, Transfer Agency, Data Analytics, Operational Risk, Reporting & Analysis, Compliance, Training, Compliance Monitoring, Regulatory Compliance, Compliance Program, Compliance Program..., Risk Assessment..., Monitoring and Testing, Controls Assessment, Risk Reporting, Surveillance, Asset Managment, Market Abuse, Microsoft Office, Business Intelligence, Policies and Procedures

Education
Aston University   2007 — 2011
BSc. Upper Second Class (2:1) Honours

Hereford Sixth Form College   2005 — 2007
A-Level

Olivier Pasquier Olivier Pasquier Monaco area Details
Olivier Pasquier's Julius Baer Experience October 2007 - Present
Job Conseiller Clientèle Banque Privée
Industry Banking
Experience
Julius Baer   October 2007 - Present
Crédit Agricole Asset Management   March 2004 - December 2004

Skills
Portfolio Management, Private Banking, Fixed Income, Equities, Financial Markets, Asset Management, Wealth Management, Derivatives, Investments

Education
DESS banque   2004 — 2004
DESS Ingenierie FInanciere, Finance de marché

   2003 — 2004
DESS, Finance

Sanam Hafiz Sanam Hafiz Houston, Texas Area Details
Sanam Hafiz's Julius Baer Experience July 2005 - October 2008
Job Intercompany Accountant at McKesson
Industry Financial Services
Experience
McKesson  March 2012 - Present
Invesco Ltd.  March 2010 - November 2011
Invesco Ltd.  February 2010 - February 2011
Julius Baer   July 2005 - October 2008
Julius Baer   January 2004 - June 2005
Morgan Stanley  June 2002 - August 2002

Skills
Finance, Financial Analysis, PeopleSoft, Financial Reporting, Corporate Finance, Financial Modeling, Accounting, SAP, Fund Accounting, Bank Reconciliation, Asset Management, Variance Analysis, BlackLine, Fixed Assets, SEC Financial Reporting, Commodity, Hedge Funds, Mutual Funds, Money Market Funds, NAV, Financial Statements, Bloomberg, GAAP, Ad Hoc Reporting

Education
University of California, Davis   1999 — 2003
Bachelor of Arts, Economics

Triple C School   1995 — 1999
High School Diploma

Kamika Jha Kamika Jha Philadelphia, Pennsylvania Details
Kamika Jha's Julius Baer Experience September 2013 - May 2015
Job MBA Candidate at The Wharton School, Class of 2017
Industry Financial Services
Experience
Julius Baer   September 2013 - May 2015
Merrill Lynch  June 2011 - September 2013
Deutsche Bank  May 2010 - September 2010
BankMuscat   June 2009 - August 2009

Skills
Fixed Income, Banking, Wealth, Credit, Investment Management, Economics, Capital Markets, Wealth Management..., Financial Modeling, Bloomberg, Corporate Finance, Portfolio Management, Microsoft Office, Equities, Investment Banking, Financial Analysis, Management

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (M.B.A.)

CFA Institute

Nanyang Technological University   2007 — 2011
B.A. (Hons.), Economics

The London School of Economics and Political Science (LSE)   2008 — 2008
Study Abroad, Finance

Sushant Raj Mathur Sushant Raj Mathur Greater New York City Area Details
Sushant Raj Mathur's Julius Baer Experience January 2007 - April 2008
Job
Industry Investment Banking
Experience
Fortress Investment Group  Senior System EngineerFortress Investment GroupNovember 2014 - Present
Aberdeen Asset Management  May 2013 - November 2014
ARTIO GLOBAL  June 2009 - May 2013
Artio Global Investors  May 2008 - June 2009
Julius Baer   January 2007 - April 2008
Merrill Lynch  March 2005 - December 2006
Baltimore County Public Schools  August 2001 - March 2005
IP Optical Inc.   April 2001 - August 2001
vantel   1995 - 2000

Skills
VMware, Active Directory, Disaster Recovery, Citrix, Technical Architecture, Veritas, Storage Area Networks, Routers, Firewalls, Networking, Microsoft Exchange, Integration, Virtualization, Cisco Technologies, Servers, SAN, VMware ESX, System Deployment, System Administration

Education
Nagpur University   1995 — 1999
Bachelor of Engineering, Computer Technology

Alex Moshinsky, CPA Alex Moshinsky, CPA Greater New York City Area Details
Alex Moshinsky, CPA's Julius Baer Experience November 2007 - June 2013
Job Principal, Independent Advisory Services, New York
Industry Accounting
Experience
Independent Advisory Services   October 2013 - Present
Julius Baer   November 2007 - June 2013
BDO  October 2004 - November 2007
Deloitte  September 2002 - October 2004
Arthur D. Little  September 1995 - February 2002
Arthur Andersen & Co.   May 1989 - September 1995

Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Financial Services, Sarbanes-Oxley, Risk Management, Auditing, GAAP, Finance, CPA, Financial Risk, Accounting, Mergers & Acquisitions, Financial Reporting, SEC filings, IT Audit, Due Diligence, Risk Assessment, Financial Analysis, US GAAP, Corporate Governance, Financial Audits, Business Process..., FCPA, Financial..., COSO 2013 Framework

Education
Boston College   1986 — 1989
Bachelor of Science (BS) Cum Laude, Accounting

Boston College   1986 — 1989
Bachelor's degree, Accounting

Jean-Michel Casanova Jean-Michel Casanova Monaco area Details
Jean-Michel Casanova's Julius Baer Experience August 2007 - Present
Job Administration/Contrôle/Compliance at Julius Baer
Industry Investment Management
Experience
Julius Baer   August 2007 - Present
KPMG Monaco   April 2006 - August 2007

Skills
Audit/Controle Interne, Comptabilité/Contrôle..., Compliance/Legal, Gestion de Projet, IT, Produits Financiers, Opérations, Fichier central, Analyse financière

Education
CERAM Sophia Antipolis   2004 — 2006
Programme ESC, Comptabilité et finance

IUP MIAGE   2001 — 2004
Méthodes Informatiques Appliquées à la Gestion d'Entreprise

Sadakichi Robbins Sadakichi Robbins Greater New York City Area Details
Sadakichi Robbins's Julius Baer Experience June 1997 - December 2005
Job Institutional Fixed Income Portfolio Manager/Trader/Strategist: ALM, Banking, Insurance, Asset Management
Industry Investment Management
Experience
The Guardian Life Insurance Company of America  May 2009 - December 2014
Pioneer Investments  October 2006 - February 2009
Julius Baer   June 1997 - December 2005
First Federal Savings and Loan Association Rochester, NY   November 1982 - June 1997

Skills
Fixed Income, Portfolio Management, Derivatives, Securities, Capital Markets, Asset Management, Trading, Options, Hedge Funds, Mutual Funds, Bloomberg, Analysis, Trading Systems, Banking, Funding, Alternative Investments, ABS, Mortgage Lending, Asset Allocation, Rates, Strategy, Financial Analysis, Money Market, ALM, Liquidity Management, Management, Vendor Management, Equities, Securitization, Proprietary Trading, Financial Risk, Interest Rate Risk..., Wealth Management, Structured Products, Risk Management, Financial Services, Credit, Private Banking, Economics, Marketing, Valuation, Investments

Education
State University of New York College at Fredonia   1978 — 1982
Bachelor of Science (BS), Economics

Mary Singleton Mary Singleton Greater New York City Area Details
Mary Singleton's Julius Baer Experience November 2000 - October 2003
Job Owner, Dynamic Insight Consulting, LLC
Industry Human Resources
Experience
Dynamic Insight Consulting, LLC   2008 - Present
Julius Baer   November 2000 - October 2003
JP Morgan  December 1996 - November 2000
Sterling Resources   1994 - 1996

Skills
Executive Coaching, Organizational..., Human Resources, Training, Business Strategy, Personnel Management, Leadership Development, Career Counseling, Talent Management, Consulting, Change Management, Workshop Facilitation, Performance Management

Education
Fordham University   1996 — 1998
MS, Human Resources Ed/Organizational Behavior

Simon Ray Simon Ray Greater New York City Area Details
Simon Ray's Julius Baer Experience October 2004 - January 2006
Job Global Regulatory Reform Derivatives Projects Group.
Industry Investment Banking
Experience
UBS Investment Bank  May 2015 - Present
Morgan Stanley  May 2011 - May 2015
Morgan Stanley  January 2006 - May 2015
Julius Baer   October 2004 - January 2006
Charles Schwab  February 1999 - October 2004
Charles Schwab  June 1992 - January 1999
Charles Schwab Europe   1992 - 1992

Skills
Operations Management, Dodd-Frank, Business Analysis, PMO, Commodity Markets, Fixed Income, Equities, Commodities, Capital Markets, Program Management, Change Management, User Acceptance Testing, Options, Process Engineering, Swaps, Middle Office, Settlements, Problem Solving, Stakeholder Management, Process Improvement, Excel, Visio, Full SDLC, Agile Project Management, Derivatives, Agile Methodologies, Agile Modeling, RUP Methodologies, Commodity, Financial Services, Investment Banking, Securities, Electronic Trading, Project Management, Trading, Microsoft Excel, Settlement, Bloomberg

Education
Scrum Alliance   2012 — 2012
Member, Certified Scrum Master

New York University   2005 — 2006
Project Management

Columbia University in the City of New York   2001 — 2003
Information Systems

Vernon Bryant Vernon Bryant Greater New York City Area Details
Vernon Bryant's Julius Baer Experience 1989 - 2001
Job IT Manager at BLC Textiles
Industry Textiles
Experience
BLC Textiles   June 2014 - Present
Baltic Linen Company   April 2005 - June 2014
Julius Baer   1989 - 2001

Skills
Microsoft Office, Customer Service, Microsoft Excel, Strategic Planning, Photoshop, VMware, Virtualization, Budgets, IT Service Management, Team Building, Sales Management, Inventory Management, Problem Solving, Purchasing, Operations Management, Windows, Vendor Management, Asset Management, Business Analysis, Disaster Recovery

Education
Mercy College

Carolina Pajaro Ramirez Carolina Pajaro Ramirez Greater New York City Area Details
Carolina Pajaro Ramirez's Julius Baer Experience December 2006 - December 2008
Job Dance Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education  August 2012 - Present
NYCDOE Office of Arts & Special Projects   August 2012 - July 2014
Harlem Children's Zone  November 2010 - December 2012
AmeriCorps  June 2009 - May 2010
Julius Baer   December 2006 - December 2008
NYC Teaching Fellows  June 2006 - October 2006
Columbia University  September 2000 - June 2006
NJ State Assembly   June 1996 - June 2000

Skills
Teaching, Literacy, Curriculum Design, Curriculum Development, Differentiated..., Classroom Management, Lesson Planning, K-12, Educational Technology, Tutoring, Contemporary Dance, Improvisation, Choreography, Flamenco, Smartboard, Community Outreach, Psychology, Fundraising, Grant Writing, Program Evaluation, Dance, Ballet, Program Development, Student Affairs, Nonprofits, Staff Development, Editing, Youth Development, Classroom, Qualitative Research, Arts Administration

Education
Teachers College of Columbia University   2005 — 2010
Master of Arts, Movement Sciences & Education/Kinesiology: Physical Education

City University of New York, Hunter College   2007 — 2012
BA, Cum Laude, Dance & Dance Education

New York University, College of Arts & Science   1996 — 2000
BA, Economics; Minor: Dance

Lissette Resnick Lissette Resnick Greater New York City Area Details
Lissette Resnick's Julius Baer Experience 2004 - 2004
Job Vice President at JPMorgan
Industry Banking
Experience
JPMorgan  October 1998 - Present
Julius Baer   2004 - 2004
SunAmerica Asset Management  1995 - 1998

Education
Baruch College, City University of New York (CUNY)   1989 — 1993
BBS, Finance and Investments

Debra Hernesh Debra Hernesh Greater New York City Area Details
Debra Hernesh's Julius Baer Experience April 2003 - January 2004
Job Director, AML at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  February 2011 - Present
Prudential Financial  June 2009 - February 2011
Citigroup  October 2005 - June 2009
Calyon  January 2004 - October 2005
Julius Baer   April 2003 - January 2004
Merrill Lynch  January 1995 - January 2003

Skills
Series 7, Wealth Management, Equities, FINRA, Risk Management, Hedge Funds, AML, Investments, Investment Banking, Securities, Asset Management, Financial Services, Financial Markets, Capital Markets, Alternative Investments, Anti Money Laundering

Education
Rutgers, The State University of New Jersey-New Brunswick
BA

Joseph McNally Joseph McNally Greater New York City Area Details
Joseph McNally's Julius Baer Experience March 1992 - September 1996
Job IT Vendor and Project Management at MetLife
Industry Insurance
Experience
Looking for Opportunities  September 2015 - Present
MetLife  December 2002 - August 2015
Bondbook, LLC   January 2001 - October 2001
Pershing, a BNY Mellon company  June 2000 - December 2000
Deutsche Bank  September 1999 - May 2000
BNY Mellon  September 1998 - August 1999
Citi  September 1997 - August 1998
Fiduciary Trust Company  February 1997 - August 1997
Julius Baer   March 1992 - September 1996
Brown Brothers Harriman  March 1989 - March 1992

Skills
Vendor Management, Business Analysis, Financial Services, Derivatives, Equities, Project Management, Bloomberg, Risk Management, Trading, Process Improvement, IT Strategy, SDLC, Portfolio Management, Investments, Mutual Funds, Securities, Fixed Income, Hedge Funds, FX Options, Financial Markets, Project Planning, User Acceptance Testing, Banking, Vendor Relationships, Middle Office, PMO, Vendor Contracts, Regression Testing, Functional..., Program Management, Management, Integration, Project Portfolio..., IT Management, Outsourcing, Business Process..., ITIL, Finance, Enterprise Architecture, Disaster Recovery, Requirements Analysis, Mergers, Business Process, Leadership, Change Management, Microsoft Excel, Settlement, Microsoft Office, Microsoft Project, Insurance

Education
Fordham Gabelli School of Business   1999 — 2000
Information & Communication Technology

St. John's University   1990 — 1992
MBA, Finance

City University of New York-Brooklyn College   1984 — 1988
BS, Business, Management & Finance

Boston University
PMP Managing Projects course

Melissa Partington Melissa Partington Richmond, Virginia Area Details
Melissa Partington's Julius Baer Experience 1984 - 1989
Job WW Services Enablement Program Manager, IBM Security
Industry Computer Software
Experience
IBM  April 2015 - Present
IBM  April 1999 - April 2015
IBM  1994 - 1999
Lotus Development  1993 - 1994
Lotus Development  1990 - 1993
Lotus Development  1987 - 1989
Julius Baer   1984 - 1989

Skills
Solution Selling, Marketing, Cloud Computing, Lotus, Enterprise Software, SaaS, Program Management, Professional Services, Enterprise Architecture, Sales Enablement, Account Management

Education
Sweet Briar College   1979 — 1983
BA, Math / Computer Science

Alexander Rudin Alexander Rudin Greater New York City Area Details
Alexander Rudin's Julius Baer Experience September 2003 - May 2006
Job Managing Director, Liquid Alternative Investments at State Street
Industry Investment Management
Experience
State Street Global Advisors  September 2014 - Present
Ramius Trading Strategies   June 2009 - September 2014
Merrill Lynch  May 2006 - June 2009
Julius Baer   September 2003 - May 2006
WorldCo LLC  February 2002 - August 2003
FSA  April 2001 - February 2002
Rabobank  June 1998 - March 2001

Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Investments, Commodity, FX Options, Global Macro, Securities, Mutual Funds, Trading Strategies, Risk Management, Due Diligence

Education
University of Minnesota-Twin Cities   1995 — 1997
PhD, Theoretical Physics

Ioffe Institute for Physics and Technology   1992 — 1995
PhD, theoretical physics

Dan Koegel dknywebmail@gmail.com Dan Koegel dknywebmail@gmail.com Greater New York City Area Details
Dan Koegel dknywebmail@gmail.com's Julius Baer Experience 2005 - 2006
Job Sr DBA at American Stock Transfer & Trust Co
Industry Computer Software
Experience
Financial Services Industry - Greater NYC   September 2010 - Present
Davidsohn Global Technologies, Inc.   2010 - 2011
UBS Wealth Management  2005 - 2008
Julius Baer   2005 - 2006
Bank Julius Baer of Switzerland   2005 - 2006
Bank Julius Baer of Switzerland   2005 - 2006

Skills
Microsoft SQL Server, SQL, Databases, Oracle, Disaster Recovery, DB2, SQL Tuning, Relational Databases, SDLC, Data Warehousing, Data Migration, Unix, ETL, Enterprise Architecture, Oracle RAC, Business Analysis, Database Administration, Oracle SQL Developer, Data Guard

Education
State University of New York College at Fredonia   1986 — 1990
BS, Computer Science

State University of New York College at Fredonia   1986 — 1990
Bachelor's degree, Computer Science, Computer Science

Robert Discolo, CFA Robert Discolo, CFA Greater New York City Area Details
Robert Discolo, CFA's Julius Baer Experience 1991 - 1998
Job Executive Vice President at the Permal Group
Industry Financial Services
Experience
The Permal Group   July 2015 - Present
Beachhead Capital Management, LLC   January 2014 - June 2015
PineBridge Investments  April 2010 - January 2014
AIG Global Investment Group  1999 - March 2010
Paine Webber  1998 - 1999
Julius Baer   1991 - 1998
Merrill Lynch  1988 - 1991

Skills
Hedge Funds, High Net Worth..., Fixed Income, Alternative Investments, Investment Banking, Fund Of Funds, Equities, Portfolio Management, Investments, Derivatives, Financial Modeling, Private Equity, Asset Managment, Capital Markets, Finance, Investment Advisory, Financial Reporting, Financial Services, Mutual Funds, Asset Management, Emerging Markets, Institutional..., Valuation, Bloomberg, Investor Relations, Investment Management, Venture Capital, Asset Allocation, Investment Strategies, Due Diligence, Trading, Endowments, FX Options, Equity Research, Business Strategy, Operational Due..., Options, Credit Risk

Education
Pace University - Lubin School of Business   1987 — 1991
MBA, Business

St. John's University, The Peter J. Tobin College of Business   1979 — 1983
bs, accounting

Stan O'Marra Stan O'Marra Greater New York City Area Details
Stan O'Marra's Julius Baer Experience November 2000 - March 2007
Job Chief Data Officer at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  April 2013 - Present
CohnReznick LLP  May 2012 - April 2013
ARTIO GLOBAL  March 2007 - September 2011
Julius Baer   November 2000 - March 2007
Dime Savings Bank  March 1998 - November 2000
Credit Lyonnais  December 1996 - March 1998
ING  1996 - 1996
Spear, Leeds & Kellogg   1990 - 1996
Pershing  1981 - 1990

Skills
T24 (Globus), Charles River, Eagle Investment Systems, MAS 500, MS Office Suite, Infogix, Concur, MAS500, Charles River IMS, Finance, Vendor Management, Data Management, Financial Analysis, Microsoft Office, Equities, Program Management, Governance, Financial Risk, Analytics, Account Reconciliation, Strategy, Business Analysis, Banking, Business Process, Analysis, Financial Services, Accounting, Project Planning, Data Warehousing, Investments

Education
Fordham University, Graduate School of Business
MBA, Finance

New York University
BS, Accounting

Michael A. Blank Michael A. Blank Miami/Fort Lauderdale Area Details
Michael A. Blank's Julius Baer Experience 1991 - 2003
Job Managing Director at Andbank
Industry Banking
Experience
Andbank  January 2014 - Present
Swiss Asset Advisors   July 2008 - December 2013
Credit Suisse  January 2004 - June 2008
Julius Baer   1991 - 2003

Skills
Asset Managment, Private Banking, Investments, Asset Management, Financial Services, Finance, Mergers & Acquisitions, Banking, Financial Advisory, Mutual Funds, Alternative Investments, Capital Markets, Equities, Hedge Funds, High Net Worth..., Investment Banking, Private Equity

Education
University of Baltimore School of Law
Doctor of Law (JD), International Law and Legal Studies

University of Maryland College Park
Bachelor's degree, Political Science

Lucas Cirimbilli Orozco Lucas Cirimbilli Orozco Monaco area Details
Lucas Cirimbilli Orozco's Julius Baer Experience January 2014 - Present
Job Associate Director, CIIA
Industry Banking
Experience
Julius Baer   January 2014 - Present
Lloyds private banking   April 2011 - January 2014
TREA CAPITAL PARTNERS SV   February 2010 - April 2011

Education
EDHEC Business School   2006 — 2010
Bachelor, Financial Markets

Diana Brandon Diana Brandon West Palm Beach, Florida Area Details
Diana Brandon's Julius Baer Experience September 1999 - February 2000
Job Retired Banking Consultant
Industry Banking
Experience
Retired  January 2010 - Present
Deutsche Bank  September 2006 - January 2010
Banca Nazionale del Lavoro  February 2006 - September 2006
HSBC  May 2003 - July 2005
Barclays  May 2002 - August 2002
Credit Lyonnais  December 2000 - June 2001
Julius Baer   September 1999 - February 2000
Hottinger Capital Corp   March 1998 - September 1998
Coutts  November 1995 - March 1998
Credit Suisse  January 1991 - November 1995

Skills
Middle Office, Investment Banking, Securities, Banking, Credit, Due Diligence, AML, Securities Global..., Retail Branch Banking..., Bookkeeping, Research, Customer Service, Employee Management, Consulting, Microsoft Excel, General Ledger, Internal Audit, Proofreading, Account Reconciliation, Microsoft Word, Office Administration, Compliance, Employee Training, Bank Mergers

Education
University of Puerto Rico   1975 — 1980
Bachelor of Business Administration (BBA), Accounting

Christopher Tauss Christopher Tauss Greater New York City Area Details
Christopher Tauss's Julius Baer Experience 2001 - 2003
Job Senior Associate Tax Tech Practice at KPMG
Industry Financial Services
Experience
KPMG  August 2014 - Present
T.D. Securities   June 2011 - August 2014
Highbridge Capital Management  2010 - 2010
Frontier Communications  2010 - 2010
Natixis  2006 - 2009
Jefferies & Company  2004 - 2006
Julius Baer   2001 - 2003
Morgan Stanley Smith Barney  2000 - 2001
Deutsche Bank Securities  1999 - 2000
Merrill Lynch  1998 - 1999

Skills
VBA, Equities, Fixed Income, Access, Data Analysis, Bloomberg, SQL, Capital Markets, Investment Banking, Financial Analysis, Finra Series 99..., Equity Derivatives, Trading, Risk Management, Derivatives, Financial Markets

Education
Columbia University in the City of New York
BA - Columbia College

Marian Hayden Marian Hayden Greater New York City Area Details
Marian Hayden's Julius Baer Experience 1997 - 2006
Job Commodities Operations at Goldman Sachs
Industry Banking
Experience
Goldman Sachs  September 2009 - Present
Julius Baer   1997 - 2006
JP Morgan Chase  1982 - 1997

Skills
Excel, Trading, Settlements, Derivatives, Confirmations, Customer Service, Settlement, Customer Relations, FX, FX trading, Commodities, Structured Products, FX Options, Commodity, Fixed Income, Capital Markets, Portfolio Management, Hedge Funds, Middle Office, Financial Markets, Banking, Asset Management

Education
Monmouth University
BS, History

Monmouth University

NVRHS at Demarest

New School University
MS, Human Resources

Joshua M Buirski Joshua M Buirski Cambridge, Massachusetts Details
Joshua M Buirski's Julius Baer Experience July 2009 - August 2009
Job Recruitment Specialist at Peter Klare Consulting Pte Ltd
Industry Information Technology and Services
Experience
Peter Klare Consulting Pte Ltd   November 2012 - Present
Marall Services   June 2010 - Present
Julius Baer   July 2009 - August 2009
Royal Bank of Scotland (RBS)   June 2009 - July 2009

Skills
IT Recruiting, Currency Trading, Accounting, MS Project, MS Office Suite, Executive Search, Talent Aquisition, Search, Hiring, Search & Selection, Recruiting & Staffing, Specialist Recruiting, Asia, Asia Pacific, South East Asia, Leadership, Research, Entrepreneurship, Creativity, Relationship Management, Recruiting, Microsoft Office, Talent Management, SAP Implementation, SAP, Social Media, Sourcing, IT Recruitment, Outsourcing, Consulting, ERP, Foreign Exchange, Customer Service, SAP ERP, Microsoft Excel

Education
Macquarie University   2011 — 2014
Bachelor of Commerce (B.Com.), Marketing & Finance

United World College of South East Asia   2004 — 2010
International Baccalaureate Diploma

Thomas Egg Thomas Egg Greater New York City Area Details
Thomas Egg's Julius Baer Experience August 1990 - May 1993
Job Founding Member at AldrichEgg LLC
Industry Law Practice
Experience
AldrichEgg LLC   September 2014 - Present
SportsRecon.com   August 2014 - Present
Cocchiola, Garelick & Carchio, PC   June 2000 - September 2014
Edwards & Angell  1999 - June 2000
Riker Danzig Scherer Hyland & Perretti LLP  1998 - 1999
Condon & Forsyth LLP  1997 - 1998
Julius Baer   August 1990 - May 1993

Skills
Legal Writing, Bankruptcy, Corporate Law, Commercial Litigation, Securities Regulation, Banking, Employment Law, Real Estate, Distressed Debt, Loans, Capital Markets, Litigation, Hedge Funds, Securities, Trading, Investments, Equities, Private Equity, Fixed Income, High Yield, Leveraged Finance, Asset Management, Personal Injury

Education
Fordham University School of Law   1993 — 1996
JD

University of Colorado at Boulder - Leeds School of Business   1986 — 1990
BS

Gary Fluker Gary Fluker Greater New York City Area Details
Gary Fluker's Julius Baer Experience 2004 - 2009
Job Consultant at Bank America Merrill Lynch
Industry Financial Services
Experience
Bank America Merrill Lynch   April 2012 - Present
MathInvestDecisions, Inc.   March 2009 - March 2012
ARTIO GLOBAL  April 2004 - March 2009
Julius Baer   2004 - 2009
CIBC World Markets  November 2000 - August 2003
Donaldson, Lufkin & Jenrette   2000 - 2000

Skills
Bloomberg, Equities, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Private Equity, Securities, Investment Management, Asset Allocation, Investments, Mutual Funds, ETFs, Equity Research, Asset Managment, Trading

Education
University of Maryland College Park   1996 — 1999
Bachelor of Arts, Economics

University of Pittsburgh   1994 — 1996

Christian Paltzer Christian Paltzer New York, New York Details
Christian Paltzer's Julius Baer Experience July 2008 - September 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   September 2013 - Present
J.P. Morgan   January 2011 - August 2013
Ernst & Young  September 2009 - December 2010
Julius Baer   July 2008 - September 2008
J.P. Morgan   July 2006 - January 2007

Skills
Financial Modeling, Equities, Portfolio Management, Asset Management, Capital Markets, Emerging Markets, Business Strategy, Investments, Financial Services, Private Equity, Asset Managment, Financial Analysis, Financial Markets, Private Banking, Wealth Management, Due Diligence, Competitive Analysis, Management Consulting

Education
The University of Edinburgh   2008 — 2009
MSc

Ecole Hôtelière de Lausanne   2004 — 2008
BSc

Lynn Chen Lynn Chen New York, New York Details
Lynn Chen's Julius Baer Experience 2002 - 2009
Job Senior Portfolio Manager, Global Fixed Income, Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  May 2013 - Present
Artio Global Investors  September 2009 - May 2013
Julius Baer   2002 - 2009
J.P. Morgan   2000 - 2002
Chase Asset Management  1997 - 2000
Nippon Life Insurance International PLC   1990 - 1997

Skills
Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Fixed Income, Institutional..., Portfolio Management, Asset Allocation, Mutual Funds, Investment Management, Equities, ETFs, Investments, Derivatives, Investment Strategies

Education
Peking University
Bachelor's degree

Princeton University
Master's degree

Lauriane Grauss Lauriane Grauss Monaco area Details
Lauriane Grauss's Julius Baer Experience January 2013 - October 2013
Job Compliance Officer
Industry Banking
Experience
HSBC Private Bank  July 2014 - Present
Julius Baer   January 2013 - October 2013
Compagnie Monégasque de Banque  July 2011 - September 2011

Education
Université Paul Cézanne (Aix-Marseille III)   2011 — 2012
Master 2 Lutte contre la criminalité financière et organisée

Université Paul Cézanne (Aix-Marseille III)   2011 — 2012
DESU - Finance / Droit Pénal

Université Paul Cézanne (Aix-Marseille III)   2010 — 2011
Master 1 Droit patrimonial, Droit

Université de Nice-Sophia Antipolis   2006 — 2010
Licence Droit pivé général, Droit des affaires, Droit

Verena Nicola Budiman Verena Nicola Budiman Beverly Hills, California Details
Verena Nicola Budiman's Julius Baer Experience July 2013 - September 2013
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Volunteer Income Tax Assistance  October 2012 - Present
Credit Suisse  July 2015 - August 2015
Hadiputranto, Hadinoto & Partners   June 2015 - July 2015
Academies for Social Entrepreneurship  January 2015 - June 2015
CIMB  July 2014 - September 2014
Clique Media / Who What Wear  January 2014 - March 2014
Julius Baer   July 2013 - September 2013
Apollo Jets  April 2013 - June 2013
Cosmopolitan Magazine  June 2010 - July 2010
SCTV  June 2009 - July 2009

Skills
Finance, Microsoft Word, Tax Preparation, Accounting, Bloomberg Terminal, Braille, Microsoft Excel, Economics, PowerPoint, Teamwork, Microsoft Office, Marketing

Education
UCLA   2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics, Accounting, Civic Engagement, 3.8

Jakarta International School   2009 — 2012
High School Diploma, 4.1

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