Lloyds TSB
Industry: Retail banking company
DescriptionLloyds Bank plc is a British retail and commercial bank with branches across England and Wales. It has traditionally been considered one of the "Big Four" clearing banks. The bank was founded in Birmingham in 1765. CEO: António Horta Osório Credit card support: 011 44 1702 278272 Headquarters: London, United Kingdom Parent organization: Lloyds Banking Group Number of employees: 45,856 Subsidiaries: Agricultural Mortgage Corporation,
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Lloyds TSB Employees
Employee
Years
Job
Industry
Julie Theriault, MBA, SPHR Julie Theriault, MBA, SPHR's Lloyds TSB Experience March 2008 - July 2009
Job Assistant Vice President, Organizational Effectiveness at Western Federal Credit Union
Industry Banking
Experience
Western Federal Credit Union June 2015 - Present
University Credit Union July 2014 - June 2015
Firstmark Credit Union April 2010 - July 2014
Lloyds TSB March 2008 - July 2009
AltaOne Federal Credit Union July 2004 - February 2008
Cerro Coso Community College October 2006 - December 2007
Wright-Patt Credit Union June 2001 - July 2004
Gap, Inc. November 2000 - June 2001
The Kroger Company September 1998 - November 2000
Lane Bryant March 1997 - September 1998
Skills
Leadership, Employee Training, Coaching, Leadership Development, Sales Management, Human Resources, Team Building, Strategic Planning, Banking, Change Management, Recruiting, Finance, Training & Development, Operations Management, Executive Management, Process Improvement, Business Development, Customer Service, Forecasting, Program Management, Budgets, Employee Relations, Credit, Strategy, Call Centers, Public Speaking, Mentoring, Performance Management, Sales Process, Organizational..., Vendor Management, Risk Management, Business Strategy, Business Planning, Team Leadership, Talent Management, Staff Development, Budget Development, Consultative Selling, Project Management, Call Center, Situational Leadership, Performance Improvement, Employee Engagement, ADP Payroll, Benefits Administration, Management
Education
Capella University 2009 — 2015
Doctor of Philosophy (ABD), Organization and Management (Human Resources Management Specialization), 4.0
University of Phoenix 2001 — 2003
Master of Business Administration, Technology Management, 3.79
Wittenberg University 1994 — 1998
Bachelor of Arts, Political Science and Russian Area Studies, 3.18
Western Federal Credit Union June 2015 - Present
University Credit Union July 2014 - June 2015
Firstmark Credit Union April 2010 - July 2014
Lloyds TSB March 2008 - July 2009
AltaOne Federal Credit Union July 2004 - February 2008
Cerro Coso Community College October 2006 - December 2007
Wright-Patt Credit Union June 2001 - July 2004
Gap, Inc. November 2000 - June 2001
The Kroger Company September 1998 - November 2000
Lane Bryant March 1997 - September 1998
Skills
Leadership, Employee Training, Coaching, Leadership Development, Sales Management, Human Resources, Team Building, Strategic Planning, Banking, Change Management, Recruiting, Finance, Training & Development, Operations Management, Executive Management, Process Improvement, Business Development, Customer Service, Forecasting, Program Management, Budgets, Employee Relations, Credit, Strategy, Call Centers, Public Speaking, Mentoring, Performance Management, Sales Process, Organizational..., Vendor Management, Risk Management, Business Strategy, Business Planning, Team Leadership, Talent Management, Staff Development, Budget Development, Consultative Selling, Project Management, Call Center, Situational Leadership, Performance Improvement, Employee Engagement, ADP Payroll, Benefits Administration, Management
Education
Capella University 2009 — 2015
Doctor of Philosophy (ABD), Organization and Management (Human Resources Management Specialization), 4.0
University of Phoenix 2001 — 2003
Master of Business Administration, Technology Management, 3.79
Wittenberg University 1994 — 1998
Bachelor of Arts, Political Science and Russian Area Studies, 3.18
Marcia Bremner Marcia Bremner's Lloyds TSB Experience December 1999 - April 2000
Job CCO at Rocket Wagon
Industry Management Consulting
Experience
Rocket Wagon September 2015 - Present
PowerReviews April 2015 - September 2015
Independent Consultant August 2012 - July 2015
Appature February 2011 - August 2012
Accenture May 2001 - February 2011
Lloyds TSB December 1999 - April 2000
Johnson & Johnson Medical October 1998 - June 1999
SmithKline Beecham June 1998 - August 1998
Skills
CRM, SaaS, Management Consulting, Change Management, Start-ups, Marketing Strategy, Cloud Computing, Digital Marketing, Leadership, Business Strategy, Business Development, Multi-channel Marketing, Consulting, Culture Change, Customer Oriented, Pharmaceutical Industry, Project Management, Process Improvement, Business Process..., Account Management, New Business Development, Business Analytics, Strategic Planning, Organizational Change, Marketing, Sales Operations, Cross-functional Team..., Early-stage Startups, Strategy
Education
The University of Glasgow
B.Sc. Hons, Molecular Biology
University of Strathclyde
M.Sc., Marketing
Rocket Wagon September 2015 - Present
PowerReviews April 2015 - September 2015
Independent Consultant August 2012 - July 2015
Appature February 2011 - August 2012
Accenture May 2001 - February 2011
Lloyds TSB December 1999 - April 2000
Johnson & Johnson Medical October 1998 - June 1999
SmithKline Beecham June 1998 - August 1998
Skills
CRM, SaaS, Management Consulting, Change Management, Start-ups, Marketing Strategy, Cloud Computing, Digital Marketing, Leadership, Business Strategy, Business Development, Multi-channel Marketing, Consulting, Culture Change, Customer Oriented, Pharmaceutical Industry, Project Management, Process Improvement, Business Process..., Account Management, New Business Development, Business Analytics, Strategic Planning, Organizational Change, Marketing, Sales Operations, Cross-functional Team..., Early-stage Startups, Strategy
Education
The University of Glasgow
B.Sc. Hons, Molecular Biology
University of Strathclyde
M.Sc., Marketing
Atit Amin's Lloyds TSB Experience September 2006 - December 2006
Job Management Consultant. CFA Candidate. Public Speaking Coach. Community Volunteer.
Industry Market Research
Experience
CEB February 2014 - Present
CEB January 2011 - Present
Chartis March 2009 - December 2010
NDC Capital Partners May 2007 - August 2007
Lloyds TSB September 2006 - December 2006
D.B. Zwirn & Co. May 2005 - August 2005
Skills
SAP BW, SAP R/3, Cognos, SAS, Stata, Excel, PowerPoint, Factiva, Salesforce.com, Hoovers, Market Research, Competitive Intelligence, Product Analysis, Market Sizing, Microsoft Excel, Report Writing, Survey Design, Vovici, Insight Generation, Root Cause Analysis, Primary Research, Digital Strategy, Project Management, Detailed Organization, Thought Leadership, Collaboration, Subject Matter Experts, Financial Services, Finance, Portfolio Management, Management Consulting, Economics, Mergers & Acquisitions, Quantitative Analytics, Asset Management, Analytics
Education
Colgate University 2004 — 2008
Bachelor of Arts, Economics, International Relations
CEB February 2014 - Present
CEB January 2011 - Present
Chartis March 2009 - December 2010
NDC Capital Partners May 2007 - August 2007
Lloyds TSB September 2006 - December 2006
D.B. Zwirn & Co. May 2005 - August 2005
Skills
SAP BW, SAP R/3, Cognos, SAS, Stata, Excel, PowerPoint, Factiva, Salesforce.com, Hoovers, Market Research, Competitive Intelligence, Product Analysis, Market Sizing, Microsoft Excel, Report Writing, Survey Design, Vovici, Insight Generation, Root Cause Analysis, Primary Research, Digital Strategy, Project Management, Detailed Organization, Thought Leadership, Collaboration, Subject Matter Experts, Financial Services, Finance, Portfolio Management, Management Consulting, Economics, Mergers & Acquisitions, Quantitative Analytics, Asset Management, Analytics
Education
Colgate University 2004 — 2008
Bachelor of Arts, Economics, International Relations
Hedley Potts Hedley Potts's Lloyds TSB Experience October 2006 - December 2007
Job VP Executive Engagement, Office of the CEO
Industry Information Technology and Services
Experience
Hewlett Packard May 2015 - Present
Hewlett-Packard October 2013 - Present
Hewlett-Packard March 2012 - October 2013
Hewlett Packard July 2011 - March 2012
Hewlett-Packard March 2008 - August 2011
Lloyds TSB October 2006 - December 2007
LloydsTSB November 2005 - October 2006
LloydsTSB January 2003 - November 2005
LloydsTSB January 2002 - December 2003
LloydsTSB June 1998 - December 2001
Skills
Outsourcing, IT Strategy, Cloud Computing, Business Development, Business Alliances, Cross-functional Team..., Data Center, Enterprise Architecture, Enterprise Software, Governance, IT Outsourcing, IT Service Management, ITIL, Infrastructure, Integration, Managed Services, Management, Pre-sales, Program Management, SaaS, Service Delivery, Service Management, Solution Architecture, Solution Selling, Strategy
Education
University of Portsmouth 1989 — 1992
Hewlett Packard May 2015 - Present
Hewlett-Packard October 2013 - Present
Hewlett-Packard March 2012 - October 2013
Hewlett Packard July 2011 - March 2012
Hewlett-Packard March 2008 - August 2011
Lloyds TSB October 2006 - December 2007
LloydsTSB November 2005 - October 2006
LloydsTSB January 2003 - November 2005
LloydsTSB January 2002 - December 2003
LloydsTSB June 1998 - December 2001
Skills
Outsourcing, IT Strategy, Cloud Computing, Business Development, Business Alliances, Cross-functional Team..., Data Center, Enterprise Architecture, Enterprise Software, Governance, IT Outsourcing, IT Service Management, ITIL, Infrastructure, Integration, Managed Services, Management, Pre-sales, Program Management, SaaS, Service Delivery, Service Management, Solution Architecture, Solution Selling, Strategy
Education
University of Portsmouth 1989 — 1992
Mawiden Carolina Rocha Mawiden Carolina Rocha's Lloyds TSB Experience 1993 - 2001
Job Profesional en Comercio Exterior / Especialista en Gestión Estratégica de Mercadeo.
Industry Consumer Goods
Chris Rowling Chris Rowling's Lloyds TSB Experience 2004 - 2009
Job Assistant Corporate Controller at The Kraft Heinz Company
Industry Food Production
Experience
The Kraft Heinz Company May 2015 - Present
HJ Heinz July 2013 - May 2015
HJ Heinz July 2011 - July 2013
HJ Heinz February 2009 - July 2011
Lloyds TSB 2004 - 2009
Deloitte & Touche 1992 - 1996
Skills
IFRS, US GAAP, Accounting, Consolidation, Corporate Finance, Mergers, Management Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, Auditing, Managerial Finance, Financial Audits, Internal Audit, GAAP, Variance Analysis, Hyperion Enterprise, External Audit, Cash Flow, P, SEC filings, Finance, General Ledger, Big 4, Due Diligence, Revenue Recognition, SEC Filings, Mergers, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
The University of Birmingham 1989 — 1992
BComm Accg, Accounting
The Kraft Heinz Company May 2015 - Present
HJ Heinz July 2013 - May 2015
HJ Heinz July 2011 - July 2013
HJ Heinz February 2009 - July 2011
Lloyds TSB 2004 - 2009
Deloitte & Touche 1992 - 1996
Skills
IFRS, US GAAP, Accounting, Consolidation, Corporate Finance, Mergers, Management Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, Auditing, Managerial Finance, Financial Audits, Internal Audit, GAAP, Variance Analysis, Hyperion Enterprise, External Audit, Cash Flow, P, SEC filings, Finance, General Ledger, Big 4, Due Diligence, Revenue Recognition, SEC Filings, Mergers, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
The University of Birmingham 1989 — 1992
BComm Accg, Accounting
Robin Hinds Robin Hinds's Lloyds TSB Experience 2003 - December 2007
Job Deputy CIO Director of Corporate Systems and Data Warehouse at First Horizon National Corporation
Industry Financial Services
Experience
First Horizon National Corporation May 2013 - Present
West Monroe Partners October 2010 - May 2013
Barclays Bank January 2008 - October 2010
Lloyds TSB 2003 - December 2007
Accenture October 2001 - December 2007
Skills
Banking, Enterprise Architecture, Program and Project..., Solution Architecture, Vendor Management, Program Management, Business Intelligence, IT Strategy, Integration, Business Process, SOA, Business Process..., Management Consulting, Data Warehousing, Enterprise Software
Education
University College London, U. of London 1997 — 2001
MSci, Mathematics and Computer Science
First Horizon National Corporation May 2013 - Present
West Monroe Partners October 2010 - May 2013
Barclays Bank January 2008 - October 2010
Lloyds TSB 2003 - December 2007
Accenture October 2001 - December 2007
Skills
Banking, Enterprise Architecture, Program and Project..., Solution Architecture, Vendor Management, Program Management, Business Intelligence, IT Strategy, Integration, Business Process, SOA, Business Process..., Management Consulting, Data Warehousing, Enterprise Software
Education
University College London, U. of London 1997 — 2001
MSci, Mathematics and Computer Science
Kathleen Larkins Kathleen Larkins's Lloyds TSB Experience June 2010 - December 2010
Job Actively Seeking Employment
Industry Information Technology and Services
Experience
Royal Bank of Scotland October 2013 - March 2014
Lloyds Banking Group August 2012 - September 2013
Lloyds Banking Group February 2012 - August 2012
Lloyds Banking Group May 2011 - February 2012
Tesco Bank January 2011 - May 2011
Lloyds TSB June 2010 - December 2010
Lloyds TSB December 2009 - May 2010
Royal Bank of Scotland September 2009 - December 2009
British Telecom Professional Services 2005 - 2007
TD Ameritrade July 2006 - September 2006
Skills
Project Management, PMO, Business Process, Microsoft Office, Governance, Project Delivery, Change Management, Stakeholder Management, Project Finance, Financial Projection, Financial Reporting, Financial Analysis, Data Analysis, Project Planning, MS Project, Project Coordination, Management, Integration
Education
Marymount University 1998 — 2002
BS, Information Systems
Elizabeth Seton High School 1994 — 1998
Royal Bank of Scotland October 2013 - March 2014
Lloyds Banking Group August 2012 - September 2013
Lloyds Banking Group February 2012 - August 2012
Lloyds Banking Group May 2011 - February 2012
Tesco Bank January 2011 - May 2011
Lloyds TSB June 2010 - December 2010
Lloyds TSB December 2009 - May 2010
Royal Bank of Scotland September 2009 - December 2009
British Telecom Professional Services 2005 - 2007
TD Ameritrade July 2006 - September 2006
Skills
Project Management, PMO, Business Process, Microsoft Office, Governance, Project Delivery, Change Management, Stakeholder Management, Project Finance, Financial Projection, Financial Reporting, Financial Analysis, Data Analysis, Project Planning, MS Project, Project Coordination, Management, Integration
Education
Marymount University 1998 — 2002
BS, Information Systems
Elizabeth Seton High School 1994 — 1998
Maria Fernanda Serna's Lloyds TSB Experience June 2003 - May 2006
Job Relationship Manager at Sabadell Bank Miami
Industry Banking
Experience
Banco Sabadell November 2013 - Present
Lloyds Banking Group June 2006 - Present
Lloyds TSB June 2003 - May 2006
Skills
Wealth Management, Investments, Portfolio Management, Private Banking, Trading, Banking, Credit Risk, Management
Education
New York University 2004 — 2006
Certificate, Portfolio Management
Boston University 2001 — 2003
Master of Science (MS), Finance and Financial Management Services
Pontificia Universidad Javeriana 1995 — 2000
Bachelor's degree, Industrial Engineering
Banco Sabadell November 2013 - Present
Lloyds Banking Group June 2006 - Present
Lloyds TSB June 2003 - May 2006
Skills
Wealth Management, Investments, Portfolio Management, Private Banking, Trading, Banking, Credit Risk, Management
Education
New York University 2004 — 2006
Certificate, Portfolio Management
Boston University 2001 — 2003
Master of Science (MS), Finance and Financial Management Services
Pontificia Universidad Javeriana 1995 — 2000
Bachelor's degree, Industrial Engineering
Joseph Leon Joseph Leon's Lloyds TSB Experience 2002 - 2005
Job President, Media at Vision7 Communications Inc.
Industry Marketing and Advertising
Experience
Vision7 Communications Inc. June 2015 - Present
IAB Canada July 2013 - Present
Debunk Digital November 2012 - Present
Vision7 Communications Inc. April 2013 - May 2015
AIM - Atlantic Interactive Marketing conference October 2012 - January 2013
Essence April 2011 - July 2012
Essence June 2005 - March 2011
Lloyds TSB 2002 - 2005
Focus One Media 2000 - 2001
Skills
Digital Strategy, Online Advertising, Business Strategy, Digital Marketing, Agency management, Media Technology, Media Planning, Media Buying, Ad Exchanges, Analytics, Digital Media, Web Analytics, SEM, Advertising, Strategy, Mobile Marketing, Brand Management, Display Advertising, B2B, Mobile Devices, Marketing, Business Development, PPC, Mobile Advertising, Ad Serving, Facebook
Education
King's College London, U. of London 1996 — 1999
Bachelor's degree, English Literature and Language
Université Paris X Nanterre 1995 — 1996
Economics
Vision7 Communications Inc. June 2015 - Present
IAB Canada July 2013 - Present
Debunk Digital November 2012 - Present
Vision7 Communications Inc. April 2013 - May 2015
AIM - Atlantic Interactive Marketing conference October 2012 - January 2013
Essence April 2011 - July 2012
Essence June 2005 - March 2011
Lloyds TSB 2002 - 2005
Focus One Media 2000 - 2001
Skills
Digital Strategy, Online Advertising, Business Strategy, Digital Marketing, Agency management, Media Technology, Media Planning, Media Buying, Ad Exchanges, Analytics, Digital Media, Web Analytics, SEM, Advertising, Strategy, Mobile Marketing, Brand Management, Display Advertising, B2B, Mobile Devices, Marketing, Business Development, PPC, Mobile Advertising, Ad Serving, Facebook
Education
King's College London, U. of London 1996 — 1999
Bachelor's degree, English Literature and Language
Université Paris X Nanterre 1995 — 1996
Economics
Toni Caroline (Kane) Sebastian Toni Caroline (Kane) Sebastian's Lloyds TSB Experience October 2001 - June 2002
Job Communications Advisor at SNCLavalin
Industry Government Relations
Experience
SNC-Lavalin April 2013 - Present
Transportation Investment Corporation November 2009 - March 2013
WebTech Wireless November 2007 - November 2009
A2 Housing Group January 2005 - August 2007
London Business School October 2004 - November 2004
Belfast City Hospital August 2003 - July 2004
Kennedy Recruitment June 2002 - March 2003
Lloyds TSB October 2001 - June 2002
Skills
Marketing, Marketing Communications, Newsletters, Business Development, Public Relations, Corporate Communications, Media Relations, Social Media Marketing, Event Planning, Project Management, Social Media, Business Planning, Contract Negotiation, Press Releases, Strategic Communications, Event Management, Advertising, Internal Communications
Education
Emily Carr University of Art and Design 2008 — 2010
Certificate in 2D Design Basics, Communication Design
Media Training Centres, London 2005 — 2007
Basic and advanced course in Quark Xpress, Basic Adobe Photoshop, Basic Adobe Illustrator
Belfast Metropolitan College 2004 — 2004
Word Processing Stages 1 and 2
University of Strathclyde 1996 — 2001
BA HONS, Marketing and French
Glenlola Collegiate School 1989 — 1996
The University of British Columbia / UBC
Continuing Studies: English Grammar
SNC-Lavalin April 2013 - Present
Transportation Investment Corporation November 2009 - March 2013
WebTech Wireless November 2007 - November 2009
A2 Housing Group January 2005 - August 2007
London Business School October 2004 - November 2004
Belfast City Hospital August 2003 - July 2004
Kennedy Recruitment June 2002 - March 2003
Lloyds TSB October 2001 - June 2002
Skills
Marketing, Marketing Communications, Newsletters, Business Development, Public Relations, Corporate Communications, Media Relations, Social Media Marketing, Event Planning, Project Management, Social Media, Business Planning, Contract Negotiation, Press Releases, Strategic Communications, Event Management, Advertising, Internal Communications
Education
Emily Carr University of Art and Design 2008 — 2010
Certificate in 2D Design Basics, Communication Design
Media Training Centres, London 2005 — 2007
Basic and advanced course in Quark Xpress, Basic Adobe Photoshop, Basic Adobe Illustrator
Belfast Metropolitan College 2004 — 2004
Word Processing Stages 1 and 2
University of Strathclyde 1996 — 2001
BA HONS, Marketing and French
Glenlola Collegiate School 1989 — 1996
The University of British Columbia / UBC
Continuing Studies: English Grammar
☁ Gerry Grealish ☁ ☁ Gerry Grealish ☁'s Lloyds TSB Experience January 2006 - December 2007
Job Cloud Data Security Product & Marketing at Blue Coat Systems
Industry Computer & Network Security
Experience
Blue Coat Systems August 2015 - Present
Perspecsys (acquired by Blue Coat) July 2013 - July 2015
Perspecsys January 2012 - June 2013
Transaction Network Services December 2007 - January 2012
Lloyds TSB January 2006 - December 2007
Experian January 2004 - January 2006
Experian 2002 - 2005
Marketswitch (acquired by Experian) January 2000 - January 2004
Hewlett-Packard August 1993 - April 2000
Skills
Product Management, SaaS, Product Marketing, Enterprise Software, Business Development, Marketing, Strategic Partnerships, Analytics, Start-ups, Cloud Computing, Business Strategy, New Business Development, CRM, Sales Operations, Management, Lead Generation, Cross-functional Team..., Go-to-market Strategy, Strategy, P&L Management, Leadership, Sales, Marketing Communications, Product Launch
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Marketing & Finance
University of Notre Dame 1984 — 1988
BS, Aerospace Engineering
St Anthony's 1980 — 1984
Blue Coat Systems August 2015 - Present
Perspecsys (acquired by Blue Coat) July 2013 - July 2015
Perspecsys January 2012 - June 2013
Transaction Network Services December 2007 - January 2012
Lloyds TSB January 2006 - December 2007
Experian January 2004 - January 2006
Experian 2002 - 2005
Marketswitch (acquired by Experian) January 2000 - January 2004
Hewlett-Packard August 1993 - April 2000
Skills
Product Management, SaaS, Product Marketing, Enterprise Software, Business Development, Marketing, Strategic Partnerships, Analytics, Start-ups, Cloud Computing, Business Strategy, New Business Development, CRM, Sales Operations, Management, Lead Generation, Cross-functional Team..., Go-to-market Strategy, Strategy, P&L Management, Leadership, Sales, Marketing Communications, Product Launch
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Marketing & Finance
University of Notre Dame 1984 — 1988
BS, Aerospace Engineering
St Anthony's 1980 — 1984
Allison Ogg Allison Ogg's Lloyds TSB Experience September 1994 - November 1995
Job Accounts Controller
Industry Accounting
Experience
Consafe Engineering July 2005 - July 2010
Consafe Engineering November 2000 - July 2005
Consafe Engineering November 1995 - June 2000
Lloyds TSB September 1994 - November 1995
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, English, Windows, Budgets, PowerPoint, Cost Accounting, Accruals, Internal Controls, Financial Accounting, Fixed Assets, Variance Analysis, Accounts Receivable, Financial Audits, Accounts Payable, Management, Cash Flow Forecasting, Finance, Financial Statements, Management Accounting, Financial Reporting, Account Reconciliation, General Ledger, Consolidation, Accounting, Managerial Finance, Forecasting, Financial Analysis, Cash Management, Internal Audit, Tax, VAT, Risk Management
Education
Portlethen Academy 1987 — 1993
Aberdeen College
Darnley Career Academy
Diploma, BUSINESS MANAGEMENT
Institute of certified Book-Keepers
Associate Member, Book-Keeping
Consafe Engineering July 2005 - July 2010
Consafe Engineering November 2000 - July 2005
Consafe Engineering November 1995 - June 2000
Lloyds TSB September 1994 - November 1995
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, English, Windows, Budgets, PowerPoint, Cost Accounting, Accruals, Internal Controls, Financial Accounting, Fixed Assets, Variance Analysis, Accounts Receivable, Financial Audits, Accounts Payable, Management, Cash Flow Forecasting, Finance, Financial Statements, Management Accounting, Financial Reporting, Account Reconciliation, General Ledger, Consolidation, Accounting, Managerial Finance, Forecasting, Financial Analysis, Cash Management, Internal Audit, Tax, VAT, Risk Management
Education
Portlethen Academy 1987 — 1993
Aberdeen College
Darnley Career Academy
Diploma, BUSINESS MANAGEMENT
Institute of certified Book-Keepers
Associate Member, Book-Keeping
Alan Sterne Alan Sterne's Lloyds TSB Experience November 2006 - January 2007
Job Senior IT & Business Leader
Industry Information Technology and Services
Experience
Vancity January 2012 - February 2014
ICBC July 2010 - January 2012
Accenture September 2008 - July 2010
HSBC August 2007 - September 2008
Lloyds TSB November 2006 - January 2007
JPMorgan June 1988 - September 2006
Skills
SDLC, PMO, Program Management, Business Analysis, Business Process, Project Management, Change Management, IT Strategy, Integration, PMP, Project Delivery, Business Intelligence, Leadership, Process Improvement, Requirements Analysis, Vendor Management, Strategy, Requirements Gathering, Management, Business Transformation, Business Process..., Software Development, Governance, Enterprise Architecture, Software Project..., Data Warehousing, Quality Assurance, CRM, Banking, Strategic Planning, Outsourcing, Business Requirements, IT Management, Business Process..., Risk Management, Solution Architecture, Project Portfolio..., Management Consulting, Six Sigma, Executive Management, Software Development..., Stakeholder Management, Mentoring, Program Development
Education
University of Oxford
BA, MA, Chemistry
University of Sussex
M.Phil, Chemistry
Vancity January 2012 - February 2014
ICBC July 2010 - January 2012
Accenture September 2008 - July 2010
HSBC August 2007 - September 2008
Lloyds TSB November 2006 - January 2007
JPMorgan June 1988 - September 2006
Skills
SDLC, PMO, Program Management, Business Analysis, Business Process, Project Management, Change Management, IT Strategy, Integration, PMP, Project Delivery, Business Intelligence, Leadership, Process Improvement, Requirements Analysis, Vendor Management, Strategy, Requirements Gathering, Management, Business Transformation, Business Process..., Software Development, Governance, Enterprise Architecture, Software Project..., Data Warehousing, Quality Assurance, CRM, Banking, Strategic Planning, Outsourcing, Business Requirements, IT Management, Business Process..., Risk Management, Solution Architecture, Project Portfolio..., Management Consulting, Six Sigma, Executive Management, Software Development..., Stakeholder Management, Mentoring, Program Development
Education
University of Oxford
BA, MA, Chemistry
University of Sussex
M.Phil, Chemistry
Howard Aronow Howard Aronow's Lloyds TSB Experience July 2003 - June 2004
Job Senior Portfolio Fund Accountant at Citi Hedge Fund Services, NA
Industry Financial Services
Experience
Citi Hedge Fund Services, NA January 2014 - Present
Navigant 2013 - January 2014
Goldman Sachs September 2011 - March 2012
Goldman Sachs September 2009 - September 2011
Goldman Sachs June 2004 - September 2009
Lloyds TSB July 2003 - June 2004
Mizuho Corporate Bank April 1995 - January 2003
Jenapo Liberty Federal Credit Union December 1993 - April 1995
Skills
Banking, Loans, Investment Banking, Fixed Income, Risk Management, Settlement, Operations, Six Sigma, White Belt, Commercial Banking, MBSCC, Asset Servicing, Whole Loans, Securitization, Documentation, Account Reconciliation, Trade Settlement, Syndications, Financial Services, Compliance, ACBS, Wall Street Office, WSO, DTCC, Euroclear, Bonds, Excel, Analytical Capability, Project Management, Organizational..., Inter-departmental..., Technical Analysis, Performance Reporting, Superior Client Service, Employee Training, User Acceptance Testing, SharePoint, PowerPoint, Hedge Funds, Operational Planning, Operations Management, Trading, Portfolio Management, Mutual Funds, Middle Office, Credit, Securities, Equities, Investments, Financial Risk
Education
City University of New York-Brooklyn College 1989 — 1993
Bachelor of Science, Accounting
Canarsie High School
Citi Hedge Fund Services, NA January 2014 - Present
Navigant 2013 - January 2014
Goldman Sachs September 2011 - March 2012
Goldman Sachs September 2009 - September 2011
Goldman Sachs June 2004 - September 2009
Lloyds TSB July 2003 - June 2004
Mizuho Corporate Bank April 1995 - January 2003
Jenapo Liberty Federal Credit Union December 1993 - April 1995
Skills
Banking, Loans, Investment Banking, Fixed Income, Risk Management, Settlement, Operations, Six Sigma, White Belt, Commercial Banking, MBSCC, Asset Servicing, Whole Loans, Securitization, Documentation, Account Reconciliation, Trade Settlement, Syndications, Financial Services, Compliance, ACBS, Wall Street Office, WSO, DTCC, Euroclear, Bonds, Excel, Analytical Capability, Project Management, Organizational..., Inter-departmental..., Technical Analysis, Performance Reporting, Superior Client Service, Employee Training, User Acceptance Testing, SharePoint, PowerPoint, Hedge Funds, Operational Planning, Operations Management, Trading, Portfolio Management, Mutual Funds, Middle Office, Credit, Securities, Equities, Investments, Financial Risk
Education
City University of New York-Brooklyn College 1989 — 1993
Bachelor of Science, Accounting
Canarsie High School
Mariell Ruiz's Lloyds TSB Experience January 2007 - June 2007
Job Pricing/Costing Specialist at Richline Group Inc.
Industry Apparel & Fashion
Experience
Richline Group Inc. August 2013 - September 2014
Steelcase March 2013 - August 2013
Steelcase Inc. July 2011 - October 2012
Steelcase Mexico June 2009 - July 2011
British American Tobacco January 2008 - June 2009
Lloyds TSB January 2007 - June 2007
Walt Disney World May 2006 - August 2006
Skills
Bilingual Proficiency, Microsoft Excel, Community Service, Volunteering, Financial Analysis, Social Media, Spanish, Management, Budgets, Financial Modeling, Leadership, Finance, Analysis, Pricing, Process Improvement, Business Strategy, Sales, Team Leadership, Strategy
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2003 — 2008
Bachelor of Science (B.S.), Finance, General, 91
Richline Group Inc. August 2013 - September 2014
Steelcase March 2013 - August 2013
Steelcase Inc. July 2011 - October 2012
Steelcase Mexico June 2009 - July 2011
British American Tobacco January 2008 - June 2009
Lloyds TSB January 2007 - June 2007
Walt Disney World May 2006 - August 2006
Skills
Bilingual Proficiency, Microsoft Excel, Community Service, Volunteering, Financial Analysis, Social Media, Spanish, Management, Budgets, Financial Modeling, Leadership, Finance, Analysis, Pricing, Process Improvement, Business Strategy, Sales, Team Leadership, Strategy
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2003 — 2008
Bachelor of Science (B.S.), Finance, General, 91
Jen Scobie Jen Scobie's Lloyds TSB Experience May 2009 - August 2009
Job Senior Consultant at ThoughtWorks
Industry Information Technology and Services
Experience
ThoughtWorks April 2013 - Present
RBS Markets & International Banking January 2011 - January 2013
ThoughtWorks September 2009 - December 2010
Lloyds TSB May 2009 - August 2009
Reed Business Information October 2008 - December 2008
Kaupthing Singer & Friedlander November 2007 - October 2008
Fairfax Digital November 2005 - July 2007
Fairfax Digital November 2004 - November 2005
Plan B Financial Services November 2003 - October 2004
Spin Technologies November 2000 - September 2003
Education
The University of Western Australia 1999 — 2002
BSc, Information Technology Applications and Pure Mathematics
ThoughtWorks April 2013 - Present
RBS Markets & International Banking January 2011 - January 2013
ThoughtWorks September 2009 - December 2010
Lloyds TSB May 2009 - August 2009
Reed Business Information October 2008 - December 2008
Kaupthing Singer & Friedlander November 2007 - October 2008
Fairfax Digital November 2005 - July 2007
Fairfax Digital November 2004 - November 2005
Plan B Financial Services November 2003 - October 2004
Spin Technologies November 2000 - September 2003
Education
The University of Western Australia 1999 — 2002
BSc, Information Technology Applications and Pure Mathematics
Yvonne Zentay Yvonne Zentay's Lloyds TSB Experience 2000 - 2001
Job Medicare Actuary at HealthSpring
Industry Insurance
Experience
Cigna-HealthSpring August 2012 - Present
Mercy Health Plan / Coventry Health Care December 2008 - June 2012
Mercer June 2006 - December 2008
Kaiser Permanente June 2003 - June 2006
Lloyds TSB 2000 - 2001
Skills
SAS, Data Analysis, Actuarial Science, Microsoft Excel, Health Insurance, Medicare Bid Submission, Medicare
Education
University of St. Andrews 1991 — 1995
Master of Science (MS), Mathematics
The Robert Gordon University 1995 — 1997
Master of Science (MS), Petroleum Engineering
Cigna-HealthSpring August 2012 - Present
Mercy Health Plan / Coventry Health Care December 2008 - June 2012
Mercer June 2006 - December 2008
Kaiser Permanente June 2003 - June 2006
Lloyds TSB 2000 - 2001
Skills
SAS, Data Analysis, Actuarial Science, Microsoft Excel, Health Insurance, Medicare Bid Submission, Medicare
Education
University of St. Andrews 1991 — 1995
Master of Science (MS), Mathematics
The Robert Gordon University 1995 — 1997
Master of Science (MS), Petroleum Engineering
Malcolm Klein Malcolm Klein's Lloyds TSB Experience April 1993 - July 2008
Job Office Manager chez 2MT Pirahdental
Industry Medical Practice
Experience
2MT Pirahdental September 2014 - Present
CFM MONACO September 2008 - December 2011
Lloyds TSB April 1993 - July 2008
Ansbacher (Monaco) SAM July 1988 - March 1993
Open Air Cinema June 1980 - September 1986
Star Maritime SAM August 1986 - August 1986
Welcome Foundation July 1986 - July 1986
SBM Offshore Services July 1985 - August 1985
Olympic Maritime SA July 1984 - August 1984
Skills
Serieux, Honnete, Professionnel, Fluent English, Fluent French, Fluent Spanish, Professional Experience, multi cultural..., Private Banking
Education
American University of Paris 1984 — 1987
B.A., International Business Administration
Iowa State University 1983 — 1983
Freshman, General Freshman year
2MT Pirahdental September 2014 - Present
CFM MONACO September 2008 - December 2011
Lloyds TSB April 1993 - July 2008
Ansbacher (Monaco) SAM July 1988 - March 1993
Open Air Cinema June 1980 - September 1986
Star Maritime SAM August 1986 - August 1986
Welcome Foundation July 1986 - July 1986
SBM Offshore Services July 1985 - August 1985
Olympic Maritime SA July 1984 - August 1984
Skills
Serieux, Honnete, Professionnel, Fluent English, Fluent French, Fluent Spanish, Professional Experience, multi cultural..., Private Banking
Education
American University of Paris 1984 — 1987
B.A., International Business Administration
Iowa State University 1983 — 1983
Freshman, General Freshman year
Sirisha Chigurupati Sirisha Chigurupati's Lloyds TSB Experience 2006 - 2007
Job Senior Project Manager at Infosys
Industry Information Technology and Services
Experience
Infosys October 2012 - Present
IBM July 2011 - October 2012
Wells Fargo March 2011 - June 2011
Accenture March 2005 - February 2011
Lloyds TSB 2006 - 2007
Skills
Test Planning, Test Management, Pre-sales, User Acceptance Testing, Business Analysis, Software Project..., Test Automation, Requirements Gathering, Requirements Analysis, Testing, SQL, HP Quality Center, Project Management, Agile Methodologies, SDLC
Education
Andhra University
Infosys October 2012 - Present
IBM July 2011 - October 2012
Wells Fargo March 2011 - June 2011
Accenture March 2005 - February 2011
Lloyds TSB 2006 - 2007
Skills
Test Planning, Test Management, Pre-sales, User Acceptance Testing, Business Analysis, Software Project..., Test Automation, Requirements Gathering, Requirements Analysis, Testing, SQL, HP Quality Center, Project Management, Agile Methodologies, SDLC
Education
Andhra University
Courtney Murray Courtney Murray's Lloyds TSB Experience 2000 - 2004
Job Senior Manager , Global Risk Management at Scotiabank
Industry Banking
Experience
Scotiabank October 2013 - Present
Scotiabank June 2011 - September 2013
Scotiabank October 2009 - June 2011
Scotiabank March 2008 - September 2009
Scotiabank 2004 - 2008
Lloyds TSB 2000 - 2004
Scotiabank 1995 - 2000
Skills
Portfolio Management, Commercial Banking, Banking, Retail Banking, Relationship Management, Credit, Credit Analysis, Mortgage Lending, Risk Management, Commercial Lending, Consumer Lending, Negotiation, Cash Management, CRM, Management, Refinance, Financial Risk, Commercial Mortgages, Credit Risk, Small Business Lending, Loans, Lines Of Credit, Financial Services, Financial Analysis, Credit Cards
Education
University of Leicester
Master of Business Administration (MBA)
Scotiabank October 2013 - Present
Scotiabank June 2011 - September 2013
Scotiabank October 2009 - June 2011
Scotiabank March 2008 - September 2009
Scotiabank 2004 - 2008
Lloyds TSB 2000 - 2004
Scotiabank 1995 - 2000
Skills
Portfolio Management, Commercial Banking, Banking, Retail Banking, Relationship Management, Credit, Credit Analysis, Mortgage Lending, Risk Management, Commercial Lending, Consumer Lending, Negotiation, Cash Management, CRM, Management, Refinance, Financial Risk, Commercial Mortgages, Credit Risk, Small Business Lending, Loans, Lines Of Credit, Financial Services, Financial Analysis, Credit Cards
Education
University of Leicester
Master of Business Administration (MBA)
Ernesto Plata's Lloyds TSB Experience June 2008 - August 2011
Job JPMorgan Private Bank
Industry Banking
Experience
J.P. Morgan August 2011 - Present
Lloyds TSB June 2008 - August 2011
Education
London School of Economics and Political Science 2010 — 2010
Certificate, Options, Futures and Financial Derivatives
Purdue University 2005 — 2008
Industrial Engineering
Columbia University in the City of New York 2003 — 2003
College/University Preparatory and Advanced High School/Secondary Diploma Program
Eurocentres - Paris, France 2002 — 2002
Language
J.P. Morgan August 2011 - Present
Lloyds TSB June 2008 - August 2011
Education
London School of Economics and Political Science 2010 — 2010
Certificate, Options, Futures and Financial Derivatives
Purdue University 2005 — 2008
Industrial Engineering
Columbia University in the City of New York 2003 — 2003
College/University Preparatory and Advanced High School/Secondary Diploma Program
Eurocentres - Paris, France 2002 — 2002
Language
Marcela Estupinan Marcela Estupinan's Lloyds TSB Experience November 2009 - March 2012
Job Managing Partner and Investment Strategist at Liquid kepler
Industry Banking
Experience
Liquid Kepler January 2014 - Present
Lloyds TSB Bank March 2012 - December 2013
Lloyds TSB November 2009 - March 2012
Bancolombia October 2003 - January 2009
Conavi 2003 - 2005
Lloyds TSB July 2002 - December 2002
Skills
Investments, Portfolio Management, Fixed Income, Equities, Derivatives, Financial Markets, Banking, Credit Risk, Private Banking, Wealth Management, Capital Markets, Financial Risk, Valuation, Financial Services, FX Options, Trading, Investment Advisory, Options, Asset Allocation, Hedging, Investment Banking, Bonds, Bloomberg, Securities, Currency, Swaps
Education
Universidad Externado de Colombia
Profesional in Finances and International Affairs, Finance, General
Liquid Kepler January 2014 - Present
Lloyds TSB Bank March 2012 - December 2013
Lloyds TSB November 2009 - March 2012
Bancolombia October 2003 - January 2009
Conavi 2003 - 2005
Lloyds TSB July 2002 - December 2002
Skills
Investments, Portfolio Management, Fixed Income, Equities, Derivatives, Financial Markets, Banking, Credit Risk, Private Banking, Wealth Management, Capital Markets, Financial Risk, Valuation, Financial Services, FX Options, Trading, Investment Advisory, Options, Asset Allocation, Hedging, Investment Banking, Bonds, Bloomberg, Securities, Currency, Swaps
Education
Universidad Externado de Colombia
Profesional in Finances and International Affairs, Finance, General
Gina Fuente Gina Fuente's Lloyds TSB Experience August 1999 - May 2006
Job Controller at MDnetSolutions LLC
Industry Financial Services
Experience
MDnetSolutions LLC June 2014 - Present
Paymetric October 2009 - June 2014
Skylight Financial June 2007 - September 2009
Argillon LLC May 2006 - June 2007
Lloyds TSB August 1999 - May 2006
FinAtlantic Securities January 1997 - August 1999
Biltmore Securities June 1993 - January 1997
Skills
Payments, Cash Management, Accounting, FRx, Accounting Research, Monthly Close Process, 10Q, QuickBooks, Auditing, GAAP, 10K, Monthly Close, Microsoft Dynamics SL, SEC filings, Sales & Use Tax, Peachtree, GBS Banking Software, SAP, JD Edwards, IFlex, Accpac, Microsoft Excel, ADP Payroll, FR2900, OYE Reporting, Treasury Liquidity..., Fixed Assets
Education
Florida International University
BA, Accounting, 3.45
Keller Graduate School of Management of DeVry University
MS, Accounting, 4.0
Miami Dade Community College
Associates of Arts Degree, Accounting
Strayer University-Florida
BS-Fourth year of Studies, Accounting, 3.75 GPA with 4.0 General Studies
MDnetSolutions LLC June 2014 - Present
Paymetric October 2009 - June 2014
Skylight Financial June 2007 - September 2009
Argillon LLC May 2006 - June 2007
Lloyds TSB August 1999 - May 2006
FinAtlantic Securities January 1997 - August 1999
Biltmore Securities June 1993 - January 1997
Skills
Payments, Cash Management, Accounting, FRx, Accounting Research, Monthly Close Process, 10Q, QuickBooks, Auditing, GAAP, 10K, Monthly Close, Microsoft Dynamics SL, SEC filings, Sales & Use Tax, Peachtree, GBS Banking Software, SAP, JD Edwards, IFlex, Accpac, Microsoft Excel, ADP Payroll, FR2900, OYE Reporting, Treasury Liquidity..., Fixed Assets
Education
Florida International University
BA, Accounting, 3.45
Keller Graduate School of Management of DeVry University
MS, Accounting, 4.0
Miami Dade Community College
Associates of Arts Degree, Accounting
Strayer University-Florida
BS-Fourth year of Studies, Accounting, 3.75 GPA with 4.0 General Studies
Jeremy Ervin Jeremy Ervin's Lloyds TSB Experience February 2005 - September 2007
Job Market Sales Manager
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch September 2011 - July 2014
Morgan Stanley Smith Barney May 2010 - June 2011
HSBC Bank plc October 2007 - January 2010
Lloyds TSB February 2005 - September 2007
Barclays Bank October 2002 - February 2005
Bank of America January 2000 - June 2002
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Banking, Sales, Finance, Financial Advisory, Financial Services, Investment Advisory, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., Uniform Combined State..., Relationship Management, Investment Strategies, Asset Allocation, Fixed Annuities, Loans, Credit, Wealth, Asset Management, Retail Banking, Residential Mortgages, Securities, Bonds, Investment Management, ETFs, Income Protection, Financial Planners, High Net Worth..., Time Management, Insurance, Coaching, Sales Management, Equities, Risk Management, Leadership, Customer Service, Management
Education
Dallas Baptist University 2000 — 2002
Bachelors, Business Studies (Finance)
Sandestin Academy 1995 — 1996
High School Diploma, Accounting and Finance
Merrill Lynch July 2014 - Present
Merrill Lynch September 2011 - July 2014
Morgan Stanley Smith Barney May 2010 - June 2011
HSBC Bank plc October 2007 - January 2010
Lloyds TSB February 2005 - September 2007
Barclays Bank October 2002 - February 2005
Bank of America January 2000 - June 2002
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Banking, Sales, Finance, Financial Advisory, Financial Services, Investment Advisory, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., Uniform Combined State..., Relationship Management, Investment Strategies, Asset Allocation, Fixed Annuities, Loans, Credit, Wealth, Asset Management, Retail Banking, Residential Mortgages, Securities, Bonds, Investment Management, ETFs, Income Protection, Financial Planners, High Net Worth..., Time Management, Insurance, Coaching, Sales Management, Equities, Risk Management, Leadership, Customer Service, Management
Education
Dallas Baptist University 2000 — 2002
Bachelors, Business Studies (Finance)
Sandestin Academy 1995 — 1996
High School Diploma, Accounting and Finance
Kiran Gill Kiran Gill's Lloyds TSB Experience September 2007 - August 2012
Job Head of Business Development at PDAgroup
Industry Information Technology and Services
Experience
PDAgroup February 2015 - Present
PDAgroup November 2012 - Present
Lloyds TSB September 2007 - August 2012
Barclays Corporate April 2004 - August 2007
Groundstar Ryanair PLC, March 2002 - April 2004
Thomas Pink November 2001 - March 2002
Serviceair Ryanair PLC, December 2000 - November 2001
Skills
Banking, Relationship Management, Portfolio Management, Credit, Business Strategy, Business Planning, Funding, Global Business..., Sales, Pre-sales, Lecturing, Corporate Finance, Strategy, Training, Business Development, Design Thinking, Workshop Facilitation, Innovation Management, Leadership, Project Management, Management
Education
Anglia Ruskin University 1997 — 2000
"Bachelors of Science", Business Economics
John Hunt School 1983 — 1990
PDAgroup February 2015 - Present
PDAgroup November 2012 - Present
Lloyds TSB September 2007 - August 2012
Barclays Corporate April 2004 - August 2007
Groundstar Ryanair PLC, March 2002 - April 2004
Thomas Pink November 2001 - March 2002
Serviceair Ryanair PLC, December 2000 - November 2001
Skills
Banking, Relationship Management, Portfolio Management, Credit, Business Strategy, Business Planning, Funding, Global Business..., Sales, Pre-sales, Lecturing, Corporate Finance, Strategy, Training, Business Development, Design Thinking, Workshop Facilitation, Innovation Management, Leadership, Project Management, Management
Education
Anglia Ruskin University 1997 — 2000
"Bachelors of Science", Business Economics
John Hunt School 1983 — 1990
James Buckler James Buckler's Lloyds TSB Experience July 2004 - October 2006
Job Senior Vice President at Lloyds Banking Group
Industry Banking
Experience
Lloyds Banking Group December 2009 - Present
Lloyds Banking Group October 2006 - December 2009
Lloyds TSB July 2004 - October 2006
Skills
Banking
Education
University of Bristol 2002 — 2003
Master of Science (MSc), Economics
University of the West of England 1999 — 2002
BSc, Economics
Lloyds Banking Group December 2009 - Present
Lloyds Banking Group October 2006 - December 2009
Lloyds TSB July 2004 - October 2006
Skills
Banking
Education
University of Bristol 2002 — 2003
Master of Science (MSc), Economics
University of the West of England 1999 — 2002
BSc, Economics
Elisa Granados Anderson Elisa Granados Anderson's Lloyds TSB Experience 1999 - 2001
Job Regional Vice President, Senior Sales Executive
Industry Financial Services
Experience
Franklin Templeton Investments 2001 - Present
Lloyds TSB 1999 - 2001
Lloyds TSB 1994 - 1999
Skills
Series 7, Series 24, Spanish, Wealth Management, New Business Development, Trilingual - English ,..., Economics, Fixed Income, Sales & Marketing..., Marketing, Banking, Investment Banking, Financial Services, Investments, Strategy, Wealth Management..., Asset Management, Securities, Mutual Funds, Business Development, Portfolio Management, Strategic Financial..., Equities, Financial Advisory, Alternative Investments, Hedge Funds, Investment Advisory, Series 63, Investment Strategies, Financial Markets, Capital Markets, Private Banking, FINRA, Asset Allocation, Bonds, Emerging Markets, Investment Management
Education
American University
MA, SIS International Business/International Economics
Tulane University New Orleans, Louisiana
BA, Economics and Latin American Studies
Franklin Templeton Investments 2001 - Present
Lloyds TSB 1999 - 2001
Lloyds TSB 1994 - 1999
Skills
Series 7, Series 24, Spanish, Wealth Management, New Business Development, Trilingual - English ,..., Economics, Fixed Income, Sales & Marketing..., Marketing, Banking, Investment Banking, Financial Services, Investments, Strategy, Wealth Management..., Asset Management, Securities, Mutual Funds, Business Development, Portfolio Management, Strategic Financial..., Equities, Financial Advisory, Alternative Investments, Hedge Funds, Investment Advisory, Series 63, Investment Strategies, Financial Markets, Capital Markets, Private Banking, FINRA, Asset Allocation, Bonds, Emerging Markets, Investment Management
Education
American University
MA, SIS International Business/International Economics
Tulane University New Orleans, Louisiana
BA, Economics and Latin American Studies
Juliana Sanae Nakagawa Juliana Sanae Nakagawa's Lloyds TSB Experience 1999 - 1999
Job Business Development Wealth Portfolios Senior Manager at American Express
Industry Financial Services
Experience
American Express May 2011 - Present
IMS Consulting Group August 2010 - May 2011
Novartis June 2009 - August 2009
Google 2007 - 2008
American Express 2005 - 2007
American Express January 2002 - March 2005
Lloyds TSB 1999 - 1999
Skills
Marketing Strategy, Online Marketing, Customer Engagement, Partner Relationship..., New Business Development, Online Advertising, Partner Management, Product Management, Strategy, Business Development, Integrated Marketing, B2B, CRM, Program Management, Marketing, Management, Consulting
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
University of California, Berkeley 2000 — 2000
Extension Program
Fundação Getulio Vargas 1996 — 2000
Bachelor
The University of Texas at Austin 1998 — 1998
Business Administration Extension Program
American Express May 2011 - Present
IMS Consulting Group August 2010 - May 2011
Novartis June 2009 - August 2009
Google 2007 - 2008
American Express 2005 - 2007
American Express January 2002 - March 2005
Lloyds TSB 1999 - 1999
Skills
Marketing Strategy, Online Marketing, Customer Engagement, Partner Relationship..., New Business Development, Online Advertising, Partner Management, Product Management, Strategy, Business Development, Integrated Marketing, B2B, CRM, Program Management, Marketing, Management, Consulting
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
University of California, Berkeley 2000 — 2000
Extension Program
Fundação Getulio Vargas 1996 — 2000
Bachelor
The University of Texas at Austin 1998 — 1998
Business Administration Extension Program
Diego Piñeiro Diego Piñeiro's Lloyds TSB Experience January 1999 - February 2000
Job Engineer / Project Manager at Florida Power and Light
Industry Utilities
Experience
Florida Power and Light October 2005 - Present
Florida Power and Light February 2003 - November 2005
Best Buy March 2000 - February 2003
Lloyds TSB January 1999 - February 2000
Skills
Project Management, New Business Development, Engineering, Systems Engineering, Six Sigma
Education
Florida International University 2000 — 2001
Masters, Management Information Systems
Florida International University 1993 — 1999
Bachelors of Science, Industrial and Systems Engineering
Florida Power and Light October 2005 - Present
Florida Power and Light February 2003 - November 2005
Best Buy March 2000 - February 2003
Lloyds TSB January 1999 - February 2000
Skills
Project Management, New Business Development, Engineering, Systems Engineering, Six Sigma
Education
Florida International University 2000 — 2001
Masters, Management Information Systems
Florida International University 1993 — 1999
Bachelors of Science, Industrial and Systems Engineering
Chris Sim Chris Sim's Lloyds TSB Experience March 2008 - December 2008
Job Founder & CEO at Kadaxis
Industry Publishing
Experience
Kadaxis October 2013 - Present
Bookish.com November 2011 - July 2013
Bookish.com November 2010 - November 2011
Tawkee March 2009 - November 2010
Lloyds TSB March 2008 - December 2008
Know Me Well September 2007 - March 2008
BUPA October 2007 - October 2007
BUPA 2004 - 2006
IBM Global Services 2002 - 2004
PricewaterhouseCoopers Limited 1999 - 2002
Skills
SOA, Cloud Computing, Business Architecture, Integration, Enterprise Architecture, IT Strategy, Architecture, Ruby, Linux, Java Enterprise Edition, Apache, Architectures, Web Applications, Databases, Strategy, Start-ups, REST, Agile Project Management, Software Design, Solution Architecture, Tomcat, Scala, Software Development
Education
Monash University
Bachelor, Business
Monash University
Bachelor, Computing (Info Sys)
Kadaxis October 2013 - Present
Bookish.com November 2011 - July 2013
Bookish.com November 2010 - November 2011
Tawkee March 2009 - November 2010
Lloyds TSB March 2008 - December 2008
Know Me Well September 2007 - March 2008
BUPA October 2007 - October 2007
BUPA 2004 - 2006
IBM Global Services 2002 - 2004
PricewaterhouseCoopers Limited 1999 - 2002
Skills
SOA, Cloud Computing, Business Architecture, Integration, Enterprise Architecture, IT Strategy, Architecture, Ruby, Linux, Java Enterprise Edition, Apache, Architectures, Web Applications, Databases, Strategy, Start-ups, REST, Agile Project Management, Software Design, Solution Architecture, Tomcat, Scala, Software Development
Education
Monash University
Bachelor, Business
Monash University
Bachelor, Computing (Info Sys)
Tim Gee Tim Gee's Lloyds TSB Experience 2004 - 2005
Job Senior Business Analyst at PEMCO
Industry Information Technology and Services
Experience
PEMCO IT 2012 - Present
PEMCO June 2007 - January 2009
TUSP January 2006 - June 2007
TUSP 2005 - 2006
Lloyds TSB 2004 - 2005
OFGEM 1999 - 2001
Skills
Business Analysis, Business Process, MS Project, Project Management, PMO, Business Requirements, Agile Methodologies, Requirements Gathering, Management, Integration, Program Management, Software Documentation, Requirements Management, User Acceptance Testing, Software Project..., Project Coordination, Microsoft Excel, Enterprise Content..., Software Development, Agile Project Management, Analysis, Reporting & Analysis, Project Planning, SDLC, Data Migration, Data Analysis, Databases, Requirements Analysis, Visio, Systems Analysis, Oracle, Business Intelligence, Research, SharePoint, CRM, Process Engineering, Data Modeling, Data Warehousing, Scrum, SQL, Financial Modeling, Project Delivery, Agile Application..., Agile & Waterfall..., Agile Methodolgy, Business Process..., Management Consulting, Project Implementation, Microsoft Project
Education
The Open University 1988 — 1992
BS, Software Engineering
Sir James Smiths School 1981 — 1987
PEMCO IT 2012 - Present
PEMCO June 2007 - January 2009
TUSP January 2006 - June 2007
TUSP 2005 - 2006
Lloyds TSB 2004 - 2005
OFGEM 1999 - 2001
Skills
Business Analysis, Business Process, MS Project, Project Management, PMO, Business Requirements, Agile Methodologies, Requirements Gathering, Management, Integration, Program Management, Software Documentation, Requirements Management, User Acceptance Testing, Software Project..., Project Coordination, Microsoft Excel, Enterprise Content..., Software Development, Agile Project Management, Analysis, Reporting & Analysis, Project Planning, SDLC, Data Migration, Data Analysis, Databases, Requirements Analysis, Visio, Systems Analysis, Oracle, Business Intelligence, Research, SharePoint, CRM, Process Engineering, Data Modeling, Data Warehousing, Scrum, SQL, Financial Modeling, Project Delivery, Agile Application..., Agile & Waterfall..., Agile Methodolgy, Business Process..., Management Consulting, Project Implementation, Microsoft Project
Education
The Open University 1988 — 1992
BS, Software Engineering
Sir James Smiths School 1981 — 1987
Cat Kennedy Cat Kennedy's Lloyds TSB Experience March 2006 - November 2007
Job Regional Director People & Organisational Development at HEINEKEN
Industry Food & Beverages
Experience
HEINEKEN Americas April 2014 - Present
Heineken September 2010 - April 2014
BNY Mellon November 2007 - September 2010
Lloyds TSB March 2006 - November 2007
HBOS May 2000 - March 2006
Skills
Talent Management, Organizational Learning, Learning Management..., Action Learning, Executive Coaching, Executive Development, Strategic HR, Organizational..., Organizational..., Organizational Design, Change Management, Culture Change, Performance Management, High Performance Teams, Leading Development..., High Performance..., Psychometrics, NLP, MBTI, Employee Engagement, Leadership Development, Management Development, HR Transformation, Succession Planning, HR Consulting, 360 Feedback, Employer Branding, Career Development, Workforce Planning, Onboarding, Emotional Intelligence, Career Management, Learning Management, Stakeholder Management, Performance Improvement, Management, Personnel Management, Leadership, Coaching
Education
Heriot-Watt University
MSc, Human Resources Management
HEINEKEN Americas April 2014 - Present
Heineken September 2010 - April 2014
BNY Mellon November 2007 - September 2010
Lloyds TSB March 2006 - November 2007
HBOS May 2000 - March 2006
Skills
Talent Management, Organizational Learning, Learning Management..., Action Learning, Executive Coaching, Executive Development, Strategic HR, Organizational..., Organizational..., Organizational Design, Change Management, Culture Change, Performance Management, High Performance Teams, Leading Development..., High Performance..., Psychometrics, NLP, MBTI, Employee Engagement, Leadership Development, Management Development, HR Transformation, Succession Planning, HR Consulting, 360 Feedback, Employer Branding, Career Development, Workforce Planning, Onboarding, Emotional Intelligence, Career Management, Learning Management, Stakeholder Management, Performance Improvement, Management, Personnel Management, Leadership, Coaching
Education
Heriot-Watt University
MSc, Human Resources Management
Samantha McQuaid Samantha McQuaid's Lloyds TSB Experience October 2006 - November 2007
Job International Finance
Industry Nonprofit Organization Management
Experience
RAND Corporation August 2015 - Present
Australian Trade Commission July 2009 - July 2015
Australian Trade Commission December 2007 - June 2009
Lloyds TSB October 2006 - November 2007
Department of Defence of Australia September 2005 - October 2006
ING DIRECT Australia July 2004 - August 2005
Hutchison Telecoms August 2002 - January 2004
PowerTel Australia March 2000 - July 2002
Skills
Financial Accounting, Auditing, Business Strategy, Budget Management, Budget Development, Forecasting, Business Planning, Government Contracts, Government Procurement, Payroll, Property Management, Fleet Management, Expatriate Management, Budgets, Microsoft Excel, Office Management, Finance, Financial Reporting, Management, Strategic Planning, Managerial Finance, Financial Modeling, SAP, Internal Audit, Policy, Strategy
Education
Charles Sturt University 2006 — 2010
Masters of Business Administration, Administration
Charles Sturt University 2000 — 2004
Bachelor of Business, Accounting
RAND Corporation August 2015 - Present
Australian Trade Commission July 2009 - July 2015
Australian Trade Commission December 2007 - June 2009
Lloyds TSB October 2006 - November 2007
Department of Defence of Australia September 2005 - October 2006
ING DIRECT Australia July 2004 - August 2005
Hutchison Telecoms August 2002 - January 2004
PowerTel Australia March 2000 - July 2002
Skills
Financial Accounting, Auditing, Business Strategy, Budget Management, Budget Development, Forecasting, Business Planning, Government Contracts, Government Procurement, Payroll, Property Management, Fleet Management, Expatriate Management, Budgets, Microsoft Excel, Office Management, Finance, Financial Reporting, Management, Strategic Planning, Managerial Finance, Financial Modeling, SAP, Internal Audit, Policy, Strategy
Education
Charles Sturt University 2006 — 2010
Masters of Business Administration, Administration
Charles Sturt University 2000 — 2004
Bachelor of Business, Accounting
Ruben Decoud Ruben Decoud's Lloyds TSB Experience March 2001 - September 2003
Job Director of Human Resources Americas Region
Industry Human Resources
Experience
Symphony Teleca - a Harman Company July 2014 - Present
Symphony Teleca October 2013 - Present
Independent HR Consultant October 2012 - September 2013
Mary Kay Inc April 2007 - September 2012
Multiple Consulting Clients January 2005 - March 2007
Bancard S.A. February 2003 - July 2005
Lloyds TSB March 2001 - September 2003
Lloyds TSB Bank plc March 1993 - March 2001
Skills
Performance Management, Succession Planning, Organizational..., Leadership Development, Change Management, Employee Relations, Employee Engagement, Coaching, Talent Management, Deferred Compensation, Strategic Planning, Workforce Planning, HR Policies, Organizational Design, Team Building, Human Resources, Training, Facilitations, Strategic Thinking, Brazilian Portuguese, Spanish-English, Latin America, Europe, Multi-cultural..., Analytical Skills, Influence Others, Labor Relations, Organizational..., Personnel Management
Education
Greenville College
Bachelor of Arts (BA), Psychology
Paraguay, South America
Master of Arts (MA), Social Psychology
Symphony Teleca - a Harman Company July 2014 - Present
Symphony Teleca October 2013 - Present
Independent HR Consultant October 2012 - September 2013
Mary Kay Inc April 2007 - September 2012
Multiple Consulting Clients January 2005 - March 2007
Bancard S.A. February 2003 - July 2005
Lloyds TSB March 2001 - September 2003
Lloyds TSB Bank plc March 1993 - March 2001
Skills
Performance Management, Succession Planning, Organizational..., Leadership Development, Change Management, Employee Relations, Employee Engagement, Coaching, Talent Management, Deferred Compensation, Strategic Planning, Workforce Planning, HR Policies, Organizational Design, Team Building, Human Resources, Training, Facilitations, Strategic Thinking, Brazilian Portuguese, Spanish-English, Latin America, Europe, Multi-cultural..., Analytical Skills, Influence Others, Labor Relations, Organizational..., Personnel Management
Education
Greenville College
Bachelor of Arts (BA), Psychology
Paraguay, South America
Master of Arts (MA), Social Psychology
Dominic Abure Dominic Abure's Lloyds TSB Experience May 2011 - August 2011
Job Operations Officer at TD
Industry Banking
Experience
TD March 2013 - Present
Royal Bank of Scotland August 2011 - December 2012
Lloyds TSB May 2011 - August 2011
Skills
Microsoft Office, Research, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Negotiation, Teamwork, Quality Assurance, Time Management, Software Documentation
Education
Cardiff University / Prifysgol Caerdydd 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of Benin 2001 — 2006
Bachelor of Science (B.Sc.), Biochemistry
Canadian Securities Institute
Canadian Securities Course, Investments and Securities, Passed
TD March 2013 - Present
Royal Bank of Scotland August 2011 - December 2012
Lloyds TSB May 2011 - August 2011
Skills
Microsoft Office, Research, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Negotiation, Teamwork, Quality Assurance, Time Management, Software Documentation
Education
Cardiff University / Prifysgol Caerdydd 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of Benin 2001 — 2006
Bachelor of Science (B.Sc.), Biochemistry
Canadian Securities Institute
Canadian Securities Course, Investments and Securities, Passed
Carla (Carla De Lemos) Monti Carla (Carla De Lemos) Monti's Lloyds TSB Experience May 2009 - August 2009
Job Legal Secretary at Katz Baskies LLC
Industry Legal Services
Experience
Katz Baskies LLC July 2014 - Present
Shapiro, Fishman & Gache, LLP May 2012 - June 2014
JPMorgan Chase September 2010 - May 2012
Franklin College Grace Library July 2007 - July 2010
Lloyds TSB May 2009 - August 2009
Skills
strong interpersonal..., excellent..., self-starter, Spanish, English, Research, Italian, Customer Relations, Organizational Structure, Customer Service, Analytical Skills, Legal Documents, International Relations, Marketing, Banking, Management, Litigation, French, OFAC, Trials, Social Networking, Commercial Litigation, Legal Research, Editing, Analysis, Estate Planning
Education
Florida Atlantic University 2013 — 2015
Master of Business Administration (M.B.A.), International Business
Franklin University Switzerland 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Katz Baskies LLC July 2014 - Present
Shapiro, Fishman & Gache, LLP May 2012 - June 2014
JPMorgan Chase September 2010 - May 2012
Franklin College Grace Library July 2007 - July 2010
Lloyds TSB May 2009 - August 2009
Skills
strong interpersonal..., excellent..., self-starter, Spanish, English, Research, Italian, Customer Relations, Organizational Structure, Customer Service, Analytical Skills, Legal Documents, International Relations, Marketing, Banking, Management, Litigation, French, OFAC, Trials, Social Networking, Commercial Litigation, Legal Research, Editing, Analysis, Estate Planning
Education
Florida Atlantic University 2013 — 2015
Master of Business Administration (M.B.A.), International Business
Franklin University Switzerland 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Matias Lopez Figueroa Matias Lopez Figueroa's Lloyds TSB Experience March 1998 - November 2001
Job International Visiting Professional at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
Bruchou, Fernández Madero & Lombardi December 2001 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates December 2013 - December 2014
Lloyds TSB March 1998 - November 2001
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1998 — 2003
Abogado (akin J.D.), Law
Bruchou, Fernández Madero & Lombardi December 2001 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates December 2013 - December 2014
Lloyds TSB March 1998 - November 2001
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1998 — 2003
Abogado (akin J.D.), Law
Miguel Norena's Lloyds TSB Experience January 2008 - July 2008
Job Senior Financial Operations Analyst at DIRECTV Latin America
Industry Broadcast Media
Experience
DIRECTV Latin America May 2015 - Present
DIRECTV Latin America February 2014 - May 2015
New York University September 2012 - January 2014
SBI Banca de Inversión January 2011 - July 2012
Exponencial Banca de Inversion May 2010 - December 2010
Lloyds TSB January 2008 - July 2008
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Economics, Microsoft Office, Business Planning, Due Diligence, Private Equity, Valuation, Spanish
Education
New York University 2012 — 2014
Master of Arts (M.A.), Economics, Finance
Universidad Escuela de Administración y Finanzas y Tecnologías 2003 — 2009
Bachelor of Arts (B.A.), Economics
The Columbus School
DIRECTV Latin America May 2015 - Present
DIRECTV Latin America February 2014 - May 2015
New York University September 2012 - January 2014
SBI Banca de Inversión January 2011 - July 2012
Exponencial Banca de Inversion May 2010 - December 2010
Lloyds TSB January 2008 - July 2008
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Economics, Microsoft Office, Business Planning, Due Diligence, Private Equity, Valuation, Spanish
Education
New York University 2012 — 2014
Master of Arts (M.A.), Economics, Finance
Universidad Escuela de Administración y Finanzas y Tecnologías 2003 — 2009
Bachelor of Arts (B.A.), Economics
The Columbus School
Daniel Adam Daniel Adam's Lloyds TSB Experience June 2007 - November 2009
Job Director of Operational Risk Management, Program & Strategy at Santander Holdings USA
Industry Banking
Experience
Santander Holdings USA June 2015 - Present
Banco Santander February 2014 - Present
Lloyds Banking Group November 2010 - November 2013
Lloyds Banking Group November 2009 - November 2010
Lloyds TSB June 2007 - November 2009
Bradford & Bingley February 2005 - June 2007
Skills
Strategy, Team Management, Business Analysis, Project Management, Management, Retail Banking, Change Management, Product Management, Relationship Management, Financial Services, Risk Management, Credit Cards, Business Strategy, Savings Accounts, Mortgage Banking, SDLC, Lean Management, Operational Efficiency, Financial Risk, Business Case, Team Leadership, Residential Mortgages
Education
University of Bradford 2011 — 2014
Master of Business Administration (M.B.A.), Business Studies, Merit
Cheltenham College 2008 — 2009
CIM Professional Diploma, Marketing
University of the West of England 1999 — 2003
BA Hons- 2:1, Business Studies
Santander Holdings USA June 2015 - Present
Banco Santander February 2014 - Present
Lloyds Banking Group November 2010 - November 2013
Lloyds Banking Group November 2009 - November 2010
Lloyds TSB June 2007 - November 2009
Bradford & Bingley February 2005 - June 2007
Skills
Strategy, Team Management, Business Analysis, Project Management, Management, Retail Banking, Change Management, Product Management, Relationship Management, Financial Services, Risk Management, Credit Cards, Business Strategy, Savings Accounts, Mortgage Banking, SDLC, Lean Management, Operational Efficiency, Financial Risk, Business Case, Team Leadership, Residential Mortgages
Education
University of Bradford 2011 — 2014
Master of Business Administration (M.B.A.), Business Studies, Merit
Cheltenham College 2008 — 2009
CIM Professional Diploma, Marketing
University of the West of England 1999 — 2003
BA Hons- 2:1, Business Studies
Tendai Chitando's Lloyds TSB Experience June 2010 - December 2010
Job Manager Advisory Services at KPMG
Industry Information Technology and Services
Experience
KPMG July 2014 - Present
Pwc April 2013 - May 2014
CSC January 2011 - March 2013
Lloyds TSB June 2010 - December 2010
Skills
Oracle Applications, Oracle E-Business Suite, Oracle SQL, Oracle, OBIEE, Business Intelligence, Data Warehousing, JavaScript, Informatica, BI Publisher
Education
Oracle University 2011 — 2011
Certified Implementation Specialist
The University of Dallas 2010 — 2011
MBA, Finance and Information Technology
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2006
Bachelors, Finance
Victoria High School 1989 — 1994
KPMG July 2014 - Present
Pwc April 2013 - May 2014
CSC January 2011 - March 2013
Lloyds TSB June 2010 - December 2010
Skills
Oracle Applications, Oracle E-Business Suite, Oracle SQL, Oracle, OBIEE, Business Intelligence, Data Warehousing, JavaScript, Informatica, BI Publisher
Education
Oracle University 2011 — 2011
Certified Implementation Specialist
The University of Dallas 2010 — 2011
MBA, Finance and Information Technology
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2006
Bachelors, Finance
Victoria High School 1989 — 1994
Tripp Leavitt Tripp Leavitt's Lloyds TSB Experience June 2008 - July 2008
Job Research Assistant Plastic Surgery Dept. at Brigham and Women's Hospital
Industry Medical Practice
Experience
Brigham and Women's Hospital June 2013 - Present
Boston University School of Medicine August 2012 - Present
Stanford University School of Medicine July 2011 - July 2012
Stanford Hospital October 2010 - January 2012
Stanford University Medical Center November 2009 - July 2011
Stanford University September 2009 - June 2011
Alpha Delta Phi Society June 2010 - May 2011
National Pandemic Flu Service July 2009 - August 2009
Lloyds TSB June 2008 - July 2008
Skills
Research, Fine Art, Teaching, Tutoring, Molecular Biology, Biochemistry, Genetics, Science, Data Analysis, Public Health, PCR
Education
Stanford University 2007 — 2011
B.A. & B.S. (Dual Degree), Art Studio & Biology
Westminster School 2002 — 2007
Brigham and Women's Hospital June 2013 - Present
Boston University School of Medicine August 2012 - Present
Stanford University School of Medicine July 2011 - July 2012
Stanford Hospital October 2010 - January 2012
Stanford University Medical Center November 2009 - July 2011
Stanford University September 2009 - June 2011
Alpha Delta Phi Society June 2010 - May 2011
National Pandemic Flu Service July 2009 - August 2009
Lloyds TSB June 2008 - July 2008
Skills
Research, Fine Art, Teaching, Tutoring, Molecular Biology, Biochemistry, Genetics, Science, Data Analysis, Public Health, PCR
Education
Stanford University 2007 — 2011
B.A. & B.S. (Dual Degree), Art Studio & Biology
Westminster School 2002 — 2007
Ezana Woldegeorgise Ezana Woldegeorgise's Lloyds TSB Experience April 2008 - September 2008
Job Senior Financial Analyst at Human Solutions, Inc.
Industry Information Technology and Services
Experience
Human Solutions, Inc. January 2015 - Present
Mansa Colabs, LLC September 2013 - January 2015
Merchant Link December 2011 - January 2013
US Department of Health & Human Services/ Apprio Inc. November 2009 - December 2011
Lloyds TSB April 2008 - September 2008
Aleutian Capital Partners June 2007 - August 2007
Counterpart International April 2006 - January 2007
Booz Allen Hamilton May 2004 - October 2005
Transnational Computer Technologies October 2001 - March 2003
Skills
Financial Management, Financial Analysis, Forecasting, Financial Modeling, Project Finance, Managerial Finance, Program Management, Budgets, Analysis, Management, Finance, Competitive Analysis, Accounting, Strategy, Valuation, Vendor Management, International Relations
Education
Columbia University - School of International and Public Affairs 2007 — 2009
M.A, International Finance and Policy
Georgetown University 2004 — 2005
Graduate Certificate, International Business Management
University of Virginia
B.A, Foreign Affairs
Human Solutions, Inc. January 2015 - Present
Mansa Colabs, LLC September 2013 - January 2015
Merchant Link December 2011 - January 2013
US Department of Health & Human Services/ Apprio Inc. November 2009 - December 2011
Lloyds TSB April 2008 - September 2008
Aleutian Capital Partners June 2007 - August 2007
Counterpart International April 2006 - January 2007
Booz Allen Hamilton May 2004 - October 2005
Transnational Computer Technologies October 2001 - March 2003
Skills
Financial Management, Financial Analysis, Forecasting, Financial Modeling, Project Finance, Managerial Finance, Program Management, Budgets, Analysis, Management, Finance, Competitive Analysis, Accounting, Strategy, Valuation, Vendor Management, International Relations
Education
Columbia University - School of International and Public Affairs 2007 — 2009
M.A, International Finance and Policy
Georgetown University 2004 — 2005
Graduate Certificate, International Business Management
University of Virginia
B.A, Foreign Affairs
Don Simanoff Don Simanoff's Lloyds TSB Experience December 2008 - August 2009
Job President and CEO, DML Group LLC
Industry Financial Services
Experience
DML Group LLC January 2005 - Present
MMC Group LP July 2012 - November 2012
Lloyds Banking Group August 2009 - January 2011
Holiday Builders 2005 - January 2011
Lloyds TSB December 2008 - August 2009
Lloyds TSB September 2007 - June 2008
HBOS December 2005 - November 2006
Compass Bank January 2001 - December 2003
Banco Popular 1997 - 2002
Ideon 1996 - 1997
Skills
Consumer Lending, P&L responsibility, Retail Banking, Portfolio Management, Credit Risk, Credit, Risk Management, Credit Cards, Executive Management, Loans, Financial Services, Credit Analysis, Management Consulting, P&L Responsibility, Banking, Financial Risk, Payments, Mortgage Lending, Restructuring, Leadership, Debit Cards, Start-ups, Management, Finance, P&L Management, Product Marketing, Program Management, Marketing, Payment Systems, Strategy, Business Planning, Treasury Management, Business Development, Product Development, Mergers & Acquisitions, Analytics, Relationship Management, CRM, Vendor Management, Business Analysis, Change Management, Process Improvement, Outsourcing, Business Strategy, Business Transformation, Customer Experience, Business Process..., Operational Risk..., Strategic Partnerships, New Business Development
Education
City University of New York-Baruch College - Zicklin School of Business
BBA
Saint John's University
DML Group LLC January 2005 - Present
MMC Group LP July 2012 - November 2012
Lloyds Banking Group August 2009 - January 2011
Holiday Builders 2005 - January 2011
Lloyds TSB December 2008 - August 2009
Lloyds TSB September 2007 - June 2008
HBOS December 2005 - November 2006
Compass Bank January 2001 - December 2003
Banco Popular 1997 - 2002
Ideon 1996 - 1997
Skills
Consumer Lending, P&L responsibility, Retail Banking, Portfolio Management, Credit Risk, Credit, Risk Management, Credit Cards, Executive Management, Loans, Financial Services, Credit Analysis, Management Consulting, P&L Responsibility, Banking, Financial Risk, Payments, Mortgage Lending, Restructuring, Leadership, Debit Cards, Start-ups, Management, Finance, P&L Management, Product Marketing, Program Management, Marketing, Payment Systems, Strategy, Business Planning, Treasury Management, Business Development, Product Development, Mergers & Acquisitions, Analytics, Relationship Management, CRM, Vendor Management, Business Analysis, Change Management, Process Improvement, Outsourcing, Business Strategy, Business Transformation, Customer Experience, Business Process..., Operational Risk..., Strategic Partnerships, New Business Development
Education
City University of New York-Baruch College - Zicklin School of Business
BBA
Saint John's University
Laura Cseh's Lloyds TSB Experience August 2008 - August 2008
Job Project Manager at Erste Group Bank AG / s IT Solutions AT Spardat GmbH
Industry Banking
Experience
Erste Group Bank AG / s IT Solutions AT Spardat GmbH - Accounting Consulting Services September 2013 - Present
Erste Group Bank AG April 2012 - August 2013
Erste Bank Hungary September 2010 - March 2012
K&H Bank September 2009 - September 2010
Budapest Bank (GE Money Bank Hungary) November 2008 - March 2009
Lloyds TSB August 2008 - August 2008
HSBC July 2008 - July 2008
Skills
Credit Risk, Banking, Risk Management, Credit, Corporate Finance, Risk, Project Management, Regulatory Policy, Financial Risk, Commercial Banking, Financial Modeling, Financial Markets, Retail Banking, Operational Risk
Education
Budapesti Corvinus Egyetem 2004 — 2009
Master’s Degree in Economics, Corporate Finance
The University of Glamorgan 2007 — 2008
Bachelor's Degree, Economics, BA (Hons) Business Studies
Erste Group Bank AG / s IT Solutions AT Spardat GmbH - Accounting Consulting Services September 2013 - Present
Erste Group Bank AG April 2012 - August 2013
Erste Bank Hungary September 2010 - March 2012
K&H Bank September 2009 - September 2010
Budapest Bank (GE Money Bank Hungary) November 2008 - March 2009
Lloyds TSB August 2008 - August 2008
HSBC July 2008 - July 2008
Skills
Credit Risk, Banking, Risk Management, Credit, Corporate Finance, Risk, Project Management, Regulatory Policy, Financial Risk, Commercial Banking, Financial Modeling, Financial Markets, Retail Banking, Operational Risk
Education
Budapesti Corvinus Egyetem 2004 — 2009
Master’s Degree in Economics, Corporate Finance
The University of Glamorgan 2007 — 2008
Bachelor's Degree, Economics, BA (Hons) Business Studies
Dayanand Kamath Dayanand Kamath's Lloyds TSB Experience 2007 - 2009
Job SAP Consultant at AIG
Industry Information Technology and Services
Experience
AIG August 2012 - Present
Accenture November 2010 - August 2012
Wipro Technologies July 2004 - October 2010
Lloyds TSB 2007 - 2009
Lloyds TSB 2007 - 2009
Education
Mangalore University 1999 — 2001
ICAI, Finance
AIG August 2012 - Present
Accenture November 2010 - August 2012
Wipro Technologies July 2004 - October 2010
Lloyds TSB 2007 - 2009
Lloyds TSB 2007 - 2009
Education
Mangalore University 1999 — 2001
ICAI, Finance
Krupa Jasani-Robertson's Lloyds TSB Experience 2004 - 2008
Job Manager, Deals & Consulting at PwC Canada
Industry Financial Services
Experience
PwC Canada September 2015 - Present
Eaton Towers December 2014 - May 2015
Eaton Towers January 2013 - December 2014
Ernst & Young 2009 - 2012
Ernst & Young 2008 - 2008
Lloyds TSB 2004 - 2008
PwC 2004 - 2004
Towers Watson 2004 - 2004
Skills
Financial Analysis, Corporate Finance, Due Diligence, Financial Accounting, Financial Reporting, IFRS, Financial Modeling, Valuation, Strategic Financial..., Microsoft Excel, Debt & Equity Capital..., Big 4, Private Equity, Equity Valuation, Business Valuation, DCF Valuation, Deal Sourcing, Deal Execution, Management, Finance, Mergers & Acquisitions, Business Planning, Emerging Markets, Banking, Telecommunications, Business Strategy, Financial Forecasting, Infrastructure, Pitch Books, Investor Presentations, Corporate Development, Acquisitions
Education
Institute of Chartered Accountants in Scotland
Fully qualified Chartered Accountant (CA), Corporate Finance
King's College London, U. of London
Bachelor of Science (BSc Hons), Geography, 2:1
St. Albans High School for Girls
GCSEs 5A*s 6As; A-Levels 3A's (Mathematics, Economics, Geography)
PwC Canada September 2015 - Present
Eaton Towers December 2014 - May 2015
Eaton Towers January 2013 - December 2014
Ernst & Young 2009 - 2012
Ernst & Young 2008 - 2008
Lloyds TSB 2004 - 2008
PwC 2004 - 2004
Towers Watson 2004 - 2004
Skills
Financial Analysis, Corporate Finance, Due Diligence, Financial Accounting, Financial Reporting, IFRS, Financial Modeling, Valuation, Strategic Financial..., Microsoft Excel, Debt & Equity Capital..., Big 4, Private Equity, Equity Valuation, Business Valuation, DCF Valuation, Deal Sourcing, Deal Execution, Management, Finance, Mergers & Acquisitions, Business Planning, Emerging Markets, Banking, Telecommunications, Business Strategy, Financial Forecasting, Infrastructure, Pitch Books, Investor Presentations, Corporate Development, Acquisitions
Education
Institute of Chartered Accountants in Scotland
Fully qualified Chartered Accountant (CA), Corporate Finance
King's College London, U. of London
Bachelor of Science (BSc Hons), Geography, 2:1
St. Albans High School for Girls
GCSEs 5A*s 6As; A-Levels 3A's (Mathematics, Economics, Geography)
Victor Susman Victor Susman's Lloyds TSB Experience August 2006 - December 2006
Job Global Operations Leader Global Business Services
Industry Food & Beverages
Experience
Mondelēz International June 2013 - Present
TSYS Merchant Solutions December 2006 - June 2013
Lloyds TSB August 2006 - December 2006
First Data Corporation September 2000 - April 2006
General Electric Client Business Services, Inc. June 1997 - September 2000
US Navy 1987 - 1996
Skills
Revenue Streams, P&L Management, Acquisition Integration, Operations Management, Customer Retention, Client Development, Relationship Management, Six Sigma, Business Process..., Outsourcing, Executive Management, Credit Cards, Payment Card Processing, Electronic Payments, Payments, Portfolio Management, Merchant Services, Call Centers, Strategic Planning, Payment Systems, Customer Experience, Account Management, Acquiring, Leadership, Product Management, Vendor Management, Team Leadership, Process Improvement, Cross-functional Team..., CRM, Banking, B2B, Management, Shared Services, Accounts Payable, Payroll, Shared Service Center, Business Development, Debit Cards, Financial Services, Payment Industry, Strategic Partnerships, Strategy, Transaction Processing, Analytics, Cards, E-commerce, Finance, Mobile Payments, Risk Management
Education
Rensselaer Polytechnic Institute 1983 — 1987
BS, Mathematics
Mondelēz International June 2013 - Present
TSYS Merchant Solutions December 2006 - June 2013
Lloyds TSB August 2006 - December 2006
First Data Corporation September 2000 - April 2006
General Electric Client Business Services, Inc. June 1997 - September 2000
US Navy 1987 - 1996
Skills
Revenue Streams, P&L Management, Acquisition Integration, Operations Management, Customer Retention, Client Development, Relationship Management, Six Sigma, Business Process..., Outsourcing, Executive Management, Credit Cards, Payment Card Processing, Electronic Payments, Payments, Portfolio Management, Merchant Services, Call Centers, Strategic Planning, Payment Systems, Customer Experience, Account Management, Acquiring, Leadership, Product Management, Vendor Management, Team Leadership, Process Improvement, Cross-functional Team..., CRM, Banking, B2B, Management, Shared Services, Accounts Payable, Payroll, Shared Service Center, Business Development, Debit Cards, Financial Services, Payment Industry, Strategic Partnerships, Strategy, Transaction Processing, Analytics, Cards, E-commerce, Finance, Mobile Payments, Risk Management
Education
Rensselaer Polytechnic Institute 1983 — 1987
BS, Mathematics
Richard Halkett Richard Halkett's Lloyds TSB Experience September 1999 - April 2000
Job Practice Director, Big Data & Business Analytics at Cisco
Industry Computer Networking
Experience
Cisco May 2014 - Present
Cisco January 2012 - May 2014
Cisco January 2011 - January 2012
Cisco Systems September 2008 - January 2011
NESTA May 2006 - September 2008
CSIS (Center for Strategic & International Studies) May 2005 - May 2006
Boxmind April 2000 - July 2003
Lloyds TSB September 1999 - April 2000
Skills
Strategy, Business Transformation, Public Policy, Start-ups, Program Management, Leadership, Entrepreneurship, Cross-functional Team..., Change Management, Enterprise Software, Cloud Computing, SaaS, Analytics, Cisco Technologies, Consulting, Pre-sales, Solution Selling, Strategic Partnerships, Business Innovation
Education
University of California, Berkeley 2003 — 2005
MPP, Public Policy
University of Oxford
BA, Modern History
Cisco May 2014 - Present
Cisco January 2012 - May 2014
Cisco January 2011 - January 2012
Cisco Systems September 2008 - January 2011
NESTA May 2006 - September 2008
CSIS (Center for Strategic & International Studies) May 2005 - May 2006
Boxmind April 2000 - July 2003
Lloyds TSB September 1999 - April 2000
Skills
Strategy, Business Transformation, Public Policy, Start-ups, Program Management, Leadership, Entrepreneurship, Cross-functional Team..., Change Management, Enterprise Software, Cloud Computing, SaaS, Analytics, Cisco Technologies, Consulting, Pre-sales, Solution Selling, Strategic Partnerships, Business Innovation
Education
University of California, Berkeley 2003 — 2005
MPP, Public Policy
University of Oxford
BA, Modern History
Karen T. Ardila's Lloyds TSB Experience April 2012 - October 2013
Job Assistant Vice President, Private Banker at Banco Sabadell
Industry Banking
Experience
Banco Sabadell November 2013 - Present
Lloyds TSB April 2012 - October 2013
Lloyds Banking Group January 2011 - April 2012
Skills
Microsoft Office, Bloomberg Terminal, Moxy, APX, Portfolio Management, Fixed Income, Hedge Funds, Mutual Funds, Financial Services, Credit, Strategy, Structured Products, Management, Analysis, Sales, Financial Analysis, KYC
Education
Universidad Sergio Arboleda 2003 — 2009
Bachelor in Finance and Foreing Trade, Finace
Malvern House 2006 — 2007
Banco Sabadell November 2013 - Present
Lloyds TSB April 2012 - October 2013
Lloyds Banking Group January 2011 - April 2012
Skills
Microsoft Office, Bloomberg Terminal, Moxy, APX, Portfolio Management, Fixed Income, Hedge Funds, Mutual Funds, Financial Services, Credit, Strategy, Structured Products, Management, Analysis, Sales, Financial Analysis, KYC
Education
Universidad Sergio Arboleda 2003 — 2009
Bachelor in Finance and Foreing Trade, Finace
Malvern House 2006 — 2007
Henry Salgado Henry Salgado's Lloyds TSB Experience June 1997 - October 2004
Job Telecommunications Professional
Industry Telecommunications
Experience
Claro Honduras 2008 - 2013
Claro Honduras June 2008 - November 2012
Citi October 2004 - July 2007
Lloyds TSB June 1997 - October 2004
Skills
Interconnection, Telecom Mediation, Telecommunications..., IBM iSeries, RPG III, RPG Free, ILERPG, DB2, Oracle, SQL DB2, Access Database, Oracle SQL Developer, PL/SQL, Microsoft Office, Unix Operating Systems, Perl, Toad 9.0, Ericsson OSS, CDMA, GSM, 3G, LTE, SMSC, Websphere, SWIFT payments, FTP
Education
Gateway Technical College 2013 — 2014
Web Development/Administrator, Desarrollo de páginas web, contenido digital/multimedia y recursos informáticos
unitec 1997 — 2002
Bachelor Computer Science, Telecommunications Engineering
Claro Honduras 2008 - 2013
Claro Honduras June 2008 - November 2012
Citi October 2004 - July 2007
Lloyds TSB June 1997 - October 2004
Skills
Interconnection, Telecom Mediation, Telecommunications..., IBM iSeries, RPG III, RPG Free, ILERPG, DB2, Oracle, SQL DB2, Access Database, Oracle SQL Developer, PL/SQL, Microsoft Office, Unix Operating Systems, Perl, Toad 9.0, Ericsson OSS, CDMA, GSM, 3G, LTE, SMSC, Websphere, SWIFT payments, FTP
Education
Gateway Technical College 2013 — 2014
Web Development/Administrator, Desarrollo de páginas web, contenido digital/multimedia y recursos informáticos
unitec 1997 — 2002
Bachelor Computer Science, Telecommunications Engineering
Rohit Kutemate Rohit Kutemate's Lloyds TSB Experience Technical LeadCognizant technology SolutionsFebruary 2010 - Present
Job Technical Lead at Cognizant technology Solutions
Industry Banking
Experience
Lloyds TSB Technical LeadCognizant technology SolutionsFebruary 2010 - Present
Skills
Information Technology, INFORMATICA, SQL, Business Analysis, Requirements Analysis, Risk Management, Management, User Acceptance Testing, Microsoft Office, SDLC, Change Management, Stakeholder Management, Incident Management
Education
Kendriya Vidyalaya
Lloyds TSB Technical LeadCognizant technology SolutionsFebruary 2010 - Present
Skills
Information Technology, INFORMATICA, SQL, Business Analysis, Requirements Analysis, Risk Management, Management, User Acceptance Testing, Microsoft Office, SDLC, Change Management, Stakeholder Management, Incident Management
Education
Kendriya Vidyalaya
Carla Roque's Lloyds TSB Experience December 1993 - October 2003
Job First Vice President Portfolio Management
Industry Financial Services
Experience
UBS International October 2003 - Present
Lloyds TSB December 1993 - October 2003
Skills
Trilingual, Series 7, Series 66 and series 3, Wealth Management, Portfolio Management, Investments, Alternative Investments, Equities, Fixed Income, Multilingual, Investment Strategies, Banking, Series 63, Hedge Funds, Asset Allocation, Investment Advisory, Asset Management, Securities, Uniform Combined State..., Mutual Funds
Education
Southern Connecticut State University 1987 — 1992
Bachelor of Arts, Economics and Finance
UBS International October 2003 - Present
Lloyds TSB December 1993 - October 2003
Skills
Trilingual, Series 7, Series 66 and series 3, Wealth Management, Portfolio Management, Investments, Alternative Investments, Equities, Fixed Income, Multilingual, Investment Strategies, Banking, Series 63, Hedge Funds, Asset Allocation, Investment Advisory, Asset Management, Securities, Uniform Combined State..., Mutual Funds
Education
Southern Connecticut State University 1987 — 1992
Bachelor of Arts, Economics and Finance
Brynn Keller Brynn Keller's Lloyds TSB Experience June 2007 - April 2009
Job Executive Recruiter/Sr. Administrative Assistant
Industry Staffing and Recruiting
Experience
National Search Associates January 2015 - Present
National Search Associates June 2014 - January 2015
Wells Fargo July 2009 - June 2014
Lloyds TSB June 2007 - April 2009
Skills
Customer Service, Social Networking, Database Administration, Microsoft Office, Social Media, Nutrition Education, Sales, 10 Key, Administrative..., Recruiting, Project Management
Education
Mira Costa College
Associate of Arts (AA), Applied Health, Nutrition, & Kinesiology
MiraCosta College
Certificate, Fitness Nutrition Specialist
National Search Associates January 2015 - Present
National Search Associates June 2014 - January 2015
Wells Fargo July 2009 - June 2014
Lloyds TSB June 2007 - April 2009
Skills
Customer Service, Social Networking, Database Administration, Microsoft Office, Social Media, Nutrition Education, Sales, 10 Key, Administrative..., Recruiting, Project Management
Education
Mira Costa College
Associate of Arts (AA), Applied Health, Nutrition, & Kinesiology
MiraCosta College
Certificate, Fitness Nutrition Specialist
Tamzin Cochrane's Lloyds TSB Experience November 1993 - November 1999
Job Founder and CEO at Pinny and Trowel LLC
Industry Hospitality
Experience
Pinny and Trowel LLC June 2015 - Present
Stampin Up! and Isagenix Health January 2010 - Present
Delaware North Companies September 2013 - December 2014
Grey Matter Training Ltd, UK 2003 - 2008
The Chartered Institute of Environmental Health 1985 - 2008
Lloyds TSB November 1993 - November 1999
Majestic Wine Warehouses 1990 - 1993
Various hospitality businesses 1985 - 1990
Skills
Hospitality Industry, Customer Service, Health & Safety..., Food Safety Management..., Hospitality Management, Hospitality Consulting, Airport Management, sports and leisure..., food safety training, health and safety..., management training, motivational training, Train the Trainer..., Train the Trainer..., On the Job Training, Training, Training Delivery, Talent Management, Marketing, Entrepreneurship, Employee Training, Wine & Spirits Industry, Catering, Hospitality, Team Building, Food Safety, Hotels, Leadership, Food, Event Management, Food & Beverage, Management
Education
University of Lincoln 2007 — 2008
Bachelor of Arts (B.A.), Business Studies
Hastings College of Art & Technology 1985 — 1987
Business and Technology Education Council (BTEC) 2 year National Diploma, Hotel Catering & Institutional Operations
Additional Certifications
Pinny and Trowel LLC June 2015 - Present
Stampin Up! and Isagenix Health January 2010 - Present
Delaware North Companies September 2013 - December 2014
Grey Matter Training Ltd, UK 2003 - 2008
The Chartered Institute of Environmental Health 1985 - 2008
Lloyds TSB November 1993 - November 1999
Majestic Wine Warehouses 1990 - 1993
Various hospitality businesses 1985 - 1990
Skills
Hospitality Industry, Customer Service, Health & Safety..., Food Safety Management..., Hospitality Management, Hospitality Consulting, Airport Management, sports and leisure..., food safety training, health and safety..., management training, motivational training, Train the Trainer..., Train the Trainer..., On the Job Training, Training, Training Delivery, Talent Management, Marketing, Entrepreneurship, Employee Training, Wine & Spirits Industry, Catering, Hospitality, Team Building, Food Safety, Hotels, Leadership, Food, Event Management, Food & Beverage, Management
Education
University of Lincoln 2007 — 2008
Bachelor of Arts (B.A.), Business Studies
Hastings College of Art & Technology 1985 — 1987
Business and Technology Education Council (BTEC) 2 year National Diploma, Hotel Catering & Institutional Operations
Additional Certifications
Chris Maddern's Lloyds TSB Experience June 2008 - June 2009
Job Cofounder at Button
Industry Internet
Experience
Button, Inc. May 2014 - Present
Venmo June 2013 - May 2014
AppLaunch March 2012 - May 2014
Corkbin (acquired by Hello Vino) June 2011 - March 2014
Animoto October 2011 - July 2013
iCarCheck (Acquired by HPI) May 2010 - October 2011
Customer Systems October 2010 - September 2011
Customer Systems October 2009 - October 2010
Lloyds TSB June 2008 - June 2009
University of Bristol Wine Circle September 2007 - June 2008
Skills
SQL, Java, Objective-C, PHP, C#, Google App Engine, Product Development, Software Development, Agile, Product Management, Strategic Technology..., Technical Architecture, Agile Methodologies, Mobile Devices, Android, Web Development, Start-ups, Mobile Applications, JavaScript, Management, Entrepreneurship
Education
University of Bristol
BSc, Computer Science
Button, Inc. May 2014 - Present
Venmo June 2013 - May 2014
AppLaunch March 2012 - May 2014
Corkbin (acquired by Hello Vino) June 2011 - March 2014
Animoto October 2011 - July 2013
iCarCheck (Acquired by HPI) May 2010 - October 2011
Customer Systems October 2010 - September 2011
Customer Systems October 2009 - October 2010
Lloyds TSB June 2008 - June 2009
University of Bristol Wine Circle September 2007 - June 2008
Skills
SQL, Java, Objective-C, PHP, C#, Google App Engine, Product Development, Software Development, Agile, Product Management, Strategic Technology..., Technical Architecture, Agile Methodologies, Mobile Devices, Android, Web Development, Start-ups, Mobile Applications, JavaScript, Management, Entrepreneurship
Education
University of Bristol
BSc, Computer Science
Luke S Selway MBA Luke S Selway MBA's Lloyds TSB Experience September 2004 - May 2005
Job Director of Insurance Sales at CLEARLINK
Industry Insurance
Experience
CLEARLINK June 2013 - Present
Youi Insurance June 2011 - Present
University of the Sunshine Coast February 2011 - December 2011
I-Market-Yoo June 2009 - June 2011
Citigroup May 2005 - June 2007
Lloyds TSB September 2004 - May 2005
Bank of America October 2001 - September 2004
Skills
Management, Project Management, Leadership, CRM, Microsoft Excel, Training, Financial Services, SEO, Business Strategy, Investment Banking, Coaching, Team Leadership, Account Management, Team Building, Customer Service, New Business Development, Change Management, Negotiation, Strategic Planning, FX Options, Sales, Budgets, Business Development, Marketing, Team Management, Sales Management, Business Analysis
Education
CPA Australia 2009 — 2011
Professional Accountancy Qualitication, Accounting
University of the Sunshine Coast 2007 — 2009
MBA & MIB, Business Administration (+International Business), High Distinction
University of Greenwich 1998 — 1999
BA, Business Administration
CLEARLINK June 2013 - Present
Youi Insurance June 2011 - Present
University of the Sunshine Coast February 2011 - December 2011
I-Market-Yoo June 2009 - June 2011
Citigroup May 2005 - June 2007
Lloyds TSB September 2004 - May 2005
Bank of America October 2001 - September 2004
Skills
Management, Project Management, Leadership, CRM, Microsoft Excel, Training, Financial Services, SEO, Business Strategy, Investment Banking, Coaching, Team Leadership, Account Management, Team Building, Customer Service, New Business Development, Change Management, Negotiation, Strategic Planning, FX Options, Sales, Budgets, Business Development, Marketing, Team Management, Sales Management, Business Analysis
Education
CPA Australia 2009 — 2011
Professional Accountancy Qualitication, Accounting
University of the Sunshine Coast 2007 — 2009
MBA & MIB, Business Administration (+International Business), High Distinction
University of Greenwich 1998 — 1999
BA, Business Administration
Matt Trencher Matt Trencher's Lloyds TSB Experience January 2004 - January 2005
Job Business Operations Lead Credit at PayPal
Industry Information Technology and Services
Experience
PayPal March 2015 - Present
PayPal June 2012 - February 2015
PayPal September 2010 - May 2012
Lloyds Banking Group January 2007 - November 2009
Lloyds TSB Bank plc January 2005 - January 2007
Lloyds TSB January 2004 - January 2005
Deutsche Bank February 2003 - January 2004
Parkinsons Disease Society February 2002 - January 2003
Goldman Sachs 1999 - 2001
National Australia Bank 1997 - 1998
Skills
Financial Analysis, Strategy, Performance Management, Project Planning, Balanced Scorecard, Benchmarking, Cost Accounting, Stakeholder Management, Business Process..., Business Analysis, Change Management, Risk Management, Business Strategy, Financial Modeling, Governance, Business Transformation
Education
University of Newcastle 2005 — 2006
MBA, Management
Financial Services Institute of Australasia 2001 — 2002
Post Grad Dip Applied Finance
Curtin University 1992 — 1996
Bachelor of Commerce, Marketing, Management
PayPal March 2015 - Present
PayPal June 2012 - February 2015
PayPal September 2010 - May 2012
Lloyds Banking Group January 2007 - November 2009
Lloyds TSB Bank plc January 2005 - January 2007
Lloyds TSB January 2004 - January 2005
Deutsche Bank February 2003 - January 2004
Parkinsons Disease Society February 2002 - January 2003
Goldman Sachs 1999 - 2001
National Australia Bank 1997 - 1998
Skills
Financial Analysis, Strategy, Performance Management, Project Planning, Balanced Scorecard, Benchmarking, Cost Accounting, Stakeholder Management, Business Process..., Business Analysis, Change Management, Risk Management, Business Strategy, Financial Modeling, Governance, Business Transformation
Education
University of Newcastle 2005 — 2006
MBA, Management
Financial Services Institute of Australasia 2001 — 2002
Post Grad Dip Applied Finance
Curtin University 1992 — 1996
Bachelor of Commerce, Marketing, Management
Michael Willard's Lloyds TSB Experience June 1999 - December 1999
Job Executive producer, host "Friday Night Football on the Sports Voice" at WNNC & 63 Big Ways
Industry Broadcast Media
Experience
Lenoir-Rhyne Bears Radio Network September 2015 - Present
WNNC & 63 Big Ways September 2013 - Present
Pacific Broadcasting Group (WXRC 95.7FM THE RIDE) January 2013 - Present
The MESH 2012 - Present
Freelance Writing and Editorial Services January 2000 - Present
The Observer News Enterprise November 2005 - September 2012
The Observer News Enterprise May 2002 - March 2005
Boone Newspapers, Inc. February 2000 - May 2002
Lloyds TSB June 1999 - December 1999
Castle Rock Security July 1999 - November 1999
Skills
Broadcast, Radio, Advertising, Sports Play-by-play, sports reporting, Opinion Writing, Journalism, Copywriting, Hard News Reporting, Copy Editing, Photography, Editing, Football, page design, Proofreading, Editorial, Blogging, Web Content, Podcasting, travel writing, event management, Event Management, Fundraising, Sports Writing, Public Relations, Newsletters, Travel Writing, AP Style, News Writing, Media Relations, Feature Articles, Press Releases, Newspapers, Creative Writing, Publications, Storytelling, Publishing, Magazines, Speech Writing, New Media, Multimedia, Layout
Education
Birmingham-Southern College 1994 — 1999
Bachelor of Arts (BA), English Language and Literature, General
Lenoir-Rhyne Bears Radio Network September 2015 - Present
WNNC & 63 Big Ways September 2013 - Present
Pacific Broadcasting Group (WXRC 95.7FM THE RIDE) January 2013 - Present
The MESH 2012 - Present
Freelance Writing and Editorial Services January 2000 - Present
The Observer News Enterprise November 2005 - September 2012
The Observer News Enterprise May 2002 - March 2005
Boone Newspapers, Inc. February 2000 - May 2002
Lloyds TSB June 1999 - December 1999
Castle Rock Security July 1999 - November 1999
Skills
Broadcast, Radio, Advertising, Sports Play-by-play, sports reporting, Opinion Writing, Journalism, Copywriting, Hard News Reporting, Copy Editing, Photography, Editing, Football, page design, Proofreading, Editorial, Blogging, Web Content, Podcasting, travel writing, event management, Event Management, Fundraising, Sports Writing, Public Relations, Newsletters, Travel Writing, AP Style, News Writing, Media Relations, Feature Articles, Press Releases, Newspapers, Creative Writing, Publications, Storytelling, Publishing, Magazines, Speech Writing, New Media, Multimedia, Layout
Education
Birmingham-Southern College 1994 — 1999
Bachelor of Arts (BA), English Language and Literature, General
Ralph A. Mauro Ralph A. Mauro's Lloyds TSB Experience 1995 - 1998
Job Experienced Futures Industry Executive
Industry Financial Services
Experience
Perficient 2013 - Present
HSBC 1998 - 2012
Lloyds TSB 1995 - 1998
Lehman Brothers 1978 - 1994
Skills
Management Accounting, Operational Risk..., Operations Management, Business Process..., Risk Management, Strategic Leadership, Client Service Oriented, Exchange Traded..., Financial Risk, Derivatives, AML, Commodity, FINRA, Middle Office, Fixed Income, Capital Markets, Hedge Funds, Back Office, Settlement, Dodd-Frank, Prime Brokerage, Securities, Trading Systems, Client Services, Equities, Anti Money Laundering
Education
Pace University - Lubin School of Business 1979 — 1983
Master of Business Administration (MBA), Accounting and Financial Management
Hunter College 1974 — 1978
Bachelor of Science (BS), Accounting and Business/Management
Perficient 2013 - Present
HSBC 1998 - 2012
Lloyds TSB 1995 - 1998
Lehman Brothers 1978 - 1994
Skills
Management Accounting, Operational Risk..., Operations Management, Business Process..., Risk Management, Strategic Leadership, Client Service Oriented, Exchange Traded..., Financial Risk, Derivatives, AML, Commodity, FINRA, Middle Office, Fixed Income, Capital Markets, Hedge Funds, Back Office, Settlement, Dodd-Frank, Prime Brokerage, Securities, Trading Systems, Client Services, Equities, Anti Money Laundering
Education
Pace University - Lubin School of Business 1979 — 1983
Master of Business Administration (MBA), Accounting and Financial Management
Hunter College 1974 — 1978
Bachelor of Science (BS), Accounting and Business/Management
Andrew Micallef Andrew Micallef's Lloyds TSB Experience 2004 - 2007
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan June 2013 - Present
UBS 2010 - 2012
UBS Wealth Management January 2007 - August 2010
Lloyds TSB 2004 - 2007
Procter & Gamble June 2004 - September 2004
IBM August 1999 - October 2000
Education
University of Cambridge 2000 — 2004
MEng Engineering, Systems and Control, Mechanical Engineering
JP Morgan June 2013 - Present
UBS 2010 - 2012
UBS Wealth Management January 2007 - August 2010
Lloyds TSB 2004 - 2007
Procter & Gamble June 2004 - September 2004
IBM August 1999 - October 2000
Education
University of Cambridge 2000 — 2004
MEng Engineering, Systems and Control, Mechanical Engineering
Stephen William Stephen William's Lloyds TSB Experience April 2012 - October 2013
Job Vice President, Wealth Structuring at Sabadell International Bank
Industry Banking
Experience
Sabadell International Bank November 2013 - Present
Lloyds TSB April 2012 - October 2013
Citigroup Private Bank July 2004 - March 2012
Cititrust Bahamas Limited September 2000 - July 2004
Skills
Banking, Retail Banking, Financial Risk, Investments, Private Banking, Training, Portfolio Management, Wealth Management..., Series 7
Education
Society of Estate Practitioners Examination 2002 — 2003
TEP, Distinction
New York Stock Exchange Series 7 1997 — 1997
(General Securities Representative Examination)
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor's degree, Economics
Sabadell International Bank November 2013 - Present
Lloyds TSB April 2012 - October 2013
Citigroup Private Bank July 2004 - March 2012
Cititrust Bahamas Limited September 2000 - July 2004
Skills
Banking, Retail Banking, Financial Risk, Investments, Private Banking, Training, Portfolio Management, Wealth Management..., Series 7
Education
Society of Estate Practitioners Examination 2002 — 2003
TEP, Distinction
New York Stock Exchange Series 7 1997 — 1997
(General Securities Representative Examination)
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor's degree, Economics
Francisco Larenas Francisco Larenas's Lloyds TSB Experience April 2001 - March 2006
Job First Vice President at UBS
Industry Financial Services
Experience
UBS May 2009 - Present
Banco Santander April 2006 - May 2009
Lloyds TSB April 2001 - March 2006
Lloyds Banking Group April 1994 - March 2001
Skills
Banking, Portfolio Management, Private Banking, Wealth Management
Education
IESE Business School - University of Navarra
MBA
Pontificia Universidad Católica del Ecuador
Economista
UBS May 2009 - Present
Banco Santander April 2006 - May 2009
Lloyds TSB April 2001 - March 2006
Lloyds Banking Group April 1994 - March 2001
Skills
Banking, Portfolio Management, Private Banking, Wealth Management
Education
IESE Business School - University of Navarra
MBA
Pontificia Universidad Católica del Ecuador
Economista
Gerry Stone's Lloyds TSB Experience August 1993 - September 1997
Job Chief Operating Officer, Global Wholesale Banking T&O / Markets MO & Ops at Bank of America
Industry Financial Services
Experience
Bank of America April 2015 - Present
Bank of America July 2014 - April 2015
Bank of America October 2011 - August 2014
Bank of America January 2009 - October 2011
Merrill Lynch January 2006 - October 2011
Merrill Lynch February 2004 - January 2006
CIBC September 1997 - January 2004
Lloyds TSB August 1993 - September 1997
Lloyds TSB August 1992 - August 1993
Lloyds Bank August 1991 - August 1992
Skills
Change Management, Technology Management, Capital Markets, Financial Services, Management, Mergers, M&A Integration, Capital Markets..., Service Delivery, Business Transformation, Organizational Design, Mergers & Acquisitions, Business Management, IT Transformation, Organizational change, Financial sector, Technology Strategy..., Service Management, Business Operations, Wealth Management, Change Leadership, Retail Banking, Commercial Banking, Strategy, Governance, Investment Banking, Fixed Income, Integration, PMO, Infrastructure, Portfolio Management, Project Portfolio..., SDLC, Vendor Management, Equities, Trading Systems, Leadership, Risk Management, Banking, ITIL, Enterprise Software, Outsourcing, Acquisition Integration, Executive Management, Global Vision, Vision Development
Education
Henley Business School 1996 — 1996
Exec Dip, Business Administration
University of Westminster 1992 — 1994
Pg Dip, Human Resource Management
University College Dublin 1987 — 1990
BA, Psychology, Statistics
Belvedere College 1981 — 1987
Bank of America April 2015 - Present
Bank of America July 2014 - April 2015
Bank of America October 2011 - August 2014
Bank of America January 2009 - October 2011
Merrill Lynch January 2006 - October 2011
Merrill Lynch February 2004 - January 2006
CIBC September 1997 - January 2004
Lloyds TSB August 1993 - September 1997
Lloyds TSB August 1992 - August 1993
Lloyds Bank August 1991 - August 1992
Skills
Change Management, Technology Management, Capital Markets, Financial Services, Management, Mergers, M&A Integration, Capital Markets..., Service Delivery, Business Transformation, Organizational Design, Mergers & Acquisitions, Business Management, IT Transformation, Organizational change, Financial sector, Technology Strategy..., Service Management, Business Operations, Wealth Management, Change Leadership, Retail Banking, Commercial Banking, Strategy, Governance, Investment Banking, Fixed Income, Integration, PMO, Infrastructure, Portfolio Management, Project Portfolio..., SDLC, Vendor Management, Equities, Trading Systems, Leadership, Risk Management, Banking, ITIL, Enterprise Software, Outsourcing, Acquisition Integration, Executive Management, Global Vision, Vision Development
Education
Henley Business School 1996 — 1996
Exec Dip, Business Administration
University of Westminster 1992 — 1994
Pg Dip, Human Resource Management
University College Dublin 1987 — 1990
BA, Psychology, Statistics
Belvedere College 1981 — 1987
Nahuel Baños's Lloyds TSB Experience July 2007 - December 2007
Job MBA Student
Industry Financial Services
Experience
Golden Seeds June 2014 - August 2014
J.P. Morgan June 2011 - June 2013
Merrill Lynch April 2008 - October 2010
Bloomberg December 2007 - April 2008
Lloyds TSB July 2007 - December 2007
ibm February 2007 - July 2007
Skills
Portfolio Management, Investments, Management, Analysis, Trading, Banking, Data Analysis, Financial Services, Asset Allocation, Accounting, Microsoft Excel, Financial Markets, Account Management, Research, Investment Advisory, Finance, Financial Modeling, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Universidad Torcuato di Tella 2000 — 2006
Bachelor's degree, Business Administration and Management, General
Associacion Escuelas Lincoln 1996 — 2000
H.S. Diploma
Golden Seeds June 2014 - August 2014
J.P. Morgan June 2011 - June 2013
Merrill Lynch April 2008 - October 2010
Bloomberg December 2007 - April 2008
Lloyds TSB July 2007 - December 2007
ibm February 2007 - July 2007
Skills
Portfolio Management, Investments, Management, Analysis, Trading, Banking, Data Analysis, Financial Services, Asset Allocation, Accounting, Microsoft Excel, Financial Markets, Account Management, Research, Investment Advisory, Finance, Financial Modeling, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Universidad Torcuato di Tella 2000 — 2006
Bachelor's degree, Business Administration and Management, General
Associacion Escuelas Lincoln 1996 — 2000
H.S. Diploma
Emmanuel Ghansah (MSc.PM, PMP, AGIA)'s Lloyds TSB Experience January 2007 - July 2007
Job Project Management Professional
Industry Construction
Experience
DCAMM Division of Capital Asset Management and Maintenance March 2014 - Present
Infotree Service Inc. August 2013 - 2013
University of Ghana, Legon February 2009 - November 2012
Amey October 2007 - January 2009
Lloyds TSB January 2007 - July 2007
University of Reading October 2005 - March 2006
Skills
Designs, Design Review, Design Management, Project Scope..., Front-end Project..., Strategic Procurements, Value Engineering, Tender Management, Construction Management, Project Supervision, Monitoring and Control, Physical Development..., Project Management, Budgets, Sustainability, Proposal Writing, Business Strategy, Cost Management, Project Scheduling, Earned Value Management, Contract Negotiation, Research, Contract Management, Construction, MS Project, Project Planning, Public Relations, Microsoft Office, Cost Control, Program Management, Business Development, Architecture, Project Estimation, AutoCAD, Rail, Project Bidding, Scope Management, Team Building, Microsoft Excel, Quantity Surveying, Quality Assurance, Project Coordination, Architectural Design, Renovation, Cost Engineering, Subcontracting, Feasibility Studies, Procurement, Primavera P6, Project Control
Education
The University of Reading 2005 — 2010
Master's degree, Project Management
Kwame Nkrumah' University of Science and Technology, Kumasi 1995 — 1997
Post Graduate Diploma (Architecture), Architecture
Kwame Nkrumah' University of Science and Technology, Kumasi 1990 — 1994
Bachelor of Science (BSc) Design, Architecture
DCAMM Division of Capital Asset Management and Maintenance March 2014 - Present
Infotree Service Inc. August 2013 - 2013
University of Ghana, Legon February 2009 - November 2012
Amey October 2007 - January 2009
Lloyds TSB January 2007 - July 2007
University of Reading October 2005 - March 2006
Skills
Designs, Design Review, Design Management, Project Scope..., Front-end Project..., Strategic Procurements, Value Engineering, Tender Management, Construction Management, Project Supervision, Monitoring and Control, Physical Development..., Project Management, Budgets, Sustainability, Proposal Writing, Business Strategy, Cost Management, Project Scheduling, Earned Value Management, Contract Negotiation, Research, Contract Management, Construction, MS Project, Project Planning, Public Relations, Microsoft Office, Cost Control, Program Management, Business Development, Architecture, Project Estimation, AutoCAD, Rail, Project Bidding, Scope Management, Team Building, Microsoft Excel, Quantity Surveying, Quality Assurance, Project Coordination, Architectural Design, Renovation, Cost Engineering, Subcontracting, Feasibility Studies, Procurement, Primavera P6, Project Control
Education
The University of Reading 2005 — 2010
Master's degree, Project Management
Kwame Nkrumah' University of Science and Technology, Kumasi 1995 — 1997
Post Graduate Diploma (Architecture), Architecture
Kwame Nkrumah' University of Science and Technology, Kumasi 1990 — 1994
Bachelor of Science (BSc) Design, Architecture
Prashant Tailor (PMP)'s Lloyds TSB Experience 2002 - 2003
Job
Industry Computer Software
Experience
Bank of America Merrill Lynch September 2013 - Present
MRE Consulting June 2013 - September 2013
Sapient Global Markets June 2008 - June 2013
Accenture June 2002 - May 2008
Avanade Inc June 2002 - May 2008
Lloyds TSB 2002 - 2003
Silverline Technologies Limited August 1999 - June 2002
Ion Exchange India Ltd 1999 - 1999
Comp Use Software Consultancy August 1997 - December 1998
Skills
Application Architecture, Design Patterns, UML, Dimensional Modeling, Web Services, SOA, Enterprise Library, Informatica, SQL Server, SSIS, C#, OpenSpan, SolArc RightAngle, Replication, Palm OS, Infrastructure Planning, SharePoint, Business Process..., Microsoft SQL Server, Requirements Analysis, ASP.NET, Integration, SQL, WCF, Infrastructure, Vendor Management, Enterprise Software, SDLC, Software Project..., Business Analysis, Management, Business Process
Education
University of Mumbai 1993 — 1997
Bachelor
Bhavans College 1991 — 1993
HSC
Fatimadevi School
Fr. C R College of Engineering
Bachelor of Electronics Engineering
Bank of America Merrill Lynch September 2013 - Present
MRE Consulting June 2013 - September 2013
Sapient Global Markets June 2008 - June 2013
Accenture June 2002 - May 2008
Avanade Inc June 2002 - May 2008
Lloyds TSB 2002 - 2003
Silverline Technologies Limited August 1999 - June 2002
Ion Exchange India Ltd 1999 - 1999
Comp Use Software Consultancy August 1997 - December 1998
Skills
Application Architecture, Design Patterns, UML, Dimensional Modeling, Web Services, SOA, Enterprise Library, Informatica, SQL Server, SSIS, C#, OpenSpan, SolArc RightAngle, Replication, Palm OS, Infrastructure Planning, SharePoint, Business Process..., Microsoft SQL Server, Requirements Analysis, ASP.NET, Integration, SQL, WCF, Infrastructure, Vendor Management, Enterprise Software, SDLC, Software Project..., Business Analysis, Management, Business Process
Education
University of Mumbai 1993 — 1997
Bachelor
Bhavans College 1991 — 1993
HSC
Fatimadevi School
Fr. C R College of Engineering
Bachelor of Electronics Engineering
Richard Salzmann's Lloyds TSB Experience November 2007 - September 2008
Job Trading Systems IT at Millennium Partners
Industry Information Technology and Services
Experience
Millennium Partners December 2013 - Present
Credit Agricole CIB January 2011 - December 2013
Credit Agricole CIB September 2009 - January 2011
Unicredit September 2008 - August 2009
Lloyds TSB November 2007 - September 2008
Societe Generale May 2006 - May 2007
Skills
VBA, Credit Derivatives, Equity Derivatives, Middle Office, Front Office, Murex, Microsoft Excel, Trading Systems, Market Risk, Interest Rate..., Derivatives, FX Options, Bonds, Trading, Fixed Income, Investment Banking, Capital Markets, Financial Markets, Business Analysis, Bloomberg, Equities, Finance, Risk Management, Swaps
Education
Université Pierre et Marie Curie (Paris VI) 2005 — 2006
MSc, Mathematics - Finance
Institut national des Télécommunications 2002 — 2005
MSc - Engineering School, Mathematics / Finance
Jacques Decour 1999 — 2002
Lycée Louis le Grand 1996 — 1999
Jean Moulin 1992 — 1996
Millennium Partners December 2013 - Present
Credit Agricole CIB January 2011 - December 2013
Credit Agricole CIB September 2009 - January 2011
Unicredit September 2008 - August 2009
Lloyds TSB November 2007 - September 2008
Societe Generale May 2006 - May 2007
Skills
VBA, Credit Derivatives, Equity Derivatives, Middle Office, Front Office, Murex, Microsoft Excel, Trading Systems, Market Risk, Interest Rate..., Derivatives, FX Options, Bonds, Trading, Fixed Income, Investment Banking, Capital Markets, Financial Markets, Business Analysis, Bloomberg, Equities, Finance, Risk Management, Swaps
Education
Université Pierre et Marie Curie (Paris VI) 2005 — 2006
MSc, Mathematics - Finance
Institut national des Télécommunications 2002 — 2005
MSc - Engineering School, Mathematics / Finance
Jacques Decour 1999 — 2002
Lycée Louis le Grand 1996 — 1999
Jean Moulin 1992 — 1996
Lynn Harris's Lloyds TSB Experience January 1994 - January 1997
Job Partner, HARRIS Executive Development
Industry Management Consulting
Experience
HARRIS Consulting January 2002 - Present
Co Company 2008 - 2015
Arwel Douglas 2005 - 2013
Sheppard Moscow Ltd. March 1997 - March 2002
Lloyds TSB January 1994 - January 1997
Skills
Organizational..., Coaching, Leadership Development, Change Management, Executive Development, Management Development, Team Building, Human Resources, Training, Workshop Facilitation, Leadership, Culture Change, Strategy, Management, Program Management, Management Consulting, Performance Improvement, Talent Management, Onboarding, Conflict Resolution, Executive Coaching, Consulting, MBTI, Organizational Design, Business Strategy, Succession Planning, Executive Management, Career Development, Emotional Intelligence, Employee Engagement, Organizational...
Education
Fielding Graduate University 2003 — 2005
MA, Organizational development
Robert Fritz Inc
Structural Consulting Certificate Program, Structural consulting
Psychometrics Canada
HARRIS Consulting January 2002 - Present
Co Company 2008 - 2015
Arwel Douglas 2005 - 2013
Sheppard Moscow Ltd. March 1997 - March 2002
Lloyds TSB January 1994 - January 1997
Skills
Organizational..., Coaching, Leadership Development, Change Management, Executive Development, Management Development, Team Building, Human Resources, Training, Workshop Facilitation, Leadership, Culture Change, Strategy, Management, Program Management, Management Consulting, Performance Improvement, Talent Management, Onboarding, Conflict Resolution, Executive Coaching, Consulting, MBTI, Organizational Design, Business Strategy, Succession Planning, Executive Management, Career Development, Emotional Intelligence, Employee Engagement, Organizational...
Education
Fielding Graduate University 2003 — 2005
MA, Organizational development
Robert Fritz Inc
Structural Consulting Certificate Program, Structural consulting
Psychometrics Canada
Toly Shilman's Lloyds TSB Experience November 2008 - December 2008
Job Global ECommerce <> Startup Adviser
Industry Consumer Goods
Experience
Kimberly-Clark May 2015 - Present
BrainStart Strategy June 2014 - May 2015
Intellimedix September 2012 - June 2014
In Zone Brands, Inc. September 2011 - July 2012
Novartis Consumer Health January 2009 - June 2011
Lloyds TSB November 2008 - December 2008
Coleman Research Group June 2008 - August 2008
Boehringer-Ingelheim Pharmaceuticals August 2007 - June 2008
Fordham University 2008 - 2008
Unilever HBC February 2007 - August 2007
Skills
Startup Development, Cross-functional Team..., Leadership, Research, Product Development, Market Research, Product Marketing, Brand Management, Consumer Products, Competitive Analysis, Forecasting, Marketing Strategy, Market Planning, Product Management, Pricing, Product Launch, Market Analysis, Marketing, Project Management, Strategic Planning, New Business Development, Packaging, Business Development, Strategy, Product Innovation, Analytics, Budgets, Advertising, Merchandising, Pharmaceutical Industry, Marketing Management, Trade Marketing, Team Leadership, Digital Marketing, Social Media, P&L Management, Brand Development, Sales Management, Integrated Marketing, Positioning, Global Marketing, Microsoft Excel, CRM, Microsoft Office, Pricing Strategy, Social Media Marketing, Start-ups, Online Marketing, Biotechnology Industry, Sequencing
Education
Dale Carnegie 2010 — 2011
Executive Leadership
Fordham Gabelli School of Business 2006 — 2009
MBA, Finance, Marketing
Fordham University 2006 — 2009
MBA, Finance and Marketing
Rochester Institute of Technology 2000 — 2005
BS, Packaging Science
High School for Environmental Studies 1996 — 2000
Regents Diploma, General
Kimberly-Clark May 2015 - Present
BrainStart Strategy June 2014 - May 2015
Intellimedix September 2012 - June 2014
In Zone Brands, Inc. September 2011 - July 2012
Novartis Consumer Health January 2009 - June 2011
Lloyds TSB November 2008 - December 2008
Coleman Research Group June 2008 - August 2008
Boehringer-Ingelheim Pharmaceuticals August 2007 - June 2008
Fordham University 2008 - 2008
Unilever HBC February 2007 - August 2007
Skills
Startup Development, Cross-functional Team..., Leadership, Research, Product Development, Market Research, Product Marketing, Brand Management, Consumer Products, Competitive Analysis, Forecasting, Marketing Strategy, Market Planning, Product Management, Pricing, Product Launch, Market Analysis, Marketing, Project Management, Strategic Planning, New Business Development, Packaging, Business Development, Strategy, Product Innovation, Analytics, Budgets, Advertising, Merchandising, Pharmaceutical Industry, Marketing Management, Trade Marketing, Team Leadership, Digital Marketing, Social Media, P&L Management, Brand Development, Sales Management, Integrated Marketing, Positioning, Global Marketing, Microsoft Excel, CRM, Microsoft Office, Pricing Strategy, Social Media Marketing, Start-ups, Online Marketing, Biotechnology Industry, Sequencing
Education
Dale Carnegie 2010 — 2011
Executive Leadership
Fordham Gabelli School of Business 2006 — 2009
MBA, Finance, Marketing
Fordham University 2006 — 2009
MBA, Finance and Marketing
Rochester Institute of Technology 2000 — 2005
BS, Packaging Science
High School for Environmental Studies 1996 — 2000
Regents Diploma, General
Melissa Baines's Lloyds TSB Experience March 2012 - August 2012
Job Marketing Manager at Rogers Communications
Industry Marketing and Advertising
Experience
Rogers Communications September 2013 - Present
Direct Line Group August 2012 - February 2013
Lloyds TSB March 2012 - August 2012
RBS Insurance April 2011 - December 2011
MTS Allstream April 2007 - September 2011
The Northwest Company 2004 - 2006
Skills
Product Marketing, Segmentation, Marketing Strategy, Marketing Communications, Marketing Management, Brand Management, Direct Marketing, Leadership, Integrated Marketing, Competitive Analysis, Strategic Partnerships, Brand Development, Strategy, Online Advertising, Online Marketing, Advertising, Marketing
Education
University of Manitoba 2002 — 2007
Bachelor of Commerce, Marketing & International Business
University of Bedfordshire 2006 — 2006
International Exchange, Marketing & International Business
Rogers Communications September 2013 - Present
Direct Line Group August 2012 - February 2013
Lloyds TSB March 2012 - August 2012
RBS Insurance April 2011 - December 2011
MTS Allstream April 2007 - September 2011
The Northwest Company 2004 - 2006
Skills
Product Marketing, Segmentation, Marketing Strategy, Marketing Communications, Marketing Management, Brand Management, Direct Marketing, Leadership, Integrated Marketing, Competitive Analysis, Strategic Partnerships, Brand Development, Strategy, Online Advertising, Online Marketing, Advertising, Marketing
Education
University of Manitoba 2002 — 2007
Bachelor of Commerce, Marketing & International Business
University of Bedfordshire 2006 — 2006
International Exchange, Marketing & International Business
John Kearns, PMP, CAMS's Lloyds TSB Experience August 1988 - October 1994
Job Project Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2013 - Present
JPMorgan Chase December 2012 - October 2013
JPMorgan September 2006 - November 2012
HSBC 2005 - 2006
Deutsche Bank December 2004 - August 2005
JPMorgan Chase October 2000 - December 2004
Barclays Bank October 1994 - October 2000
Lloyds TSB August 1988 - October 1994
Skills
Cash Management, Treasury Services, Financial Institutions, Banking, AML, Relationship Management, ACH, Correspondent Banking, Risk Management, Treasury Management, Commercial Banking, Financial Services, Payments
Education
City University of New York City College
BA, Asian Studies
City University of New York Graduate Center
MA, American History
Manhattan College
MBA, International Business
J.P. Morgan October 2013 - Present
JPMorgan Chase December 2012 - October 2013
JPMorgan September 2006 - November 2012
HSBC 2005 - 2006
Deutsche Bank December 2004 - August 2005
JPMorgan Chase October 2000 - December 2004
Barclays Bank October 1994 - October 2000
Lloyds TSB August 1988 - October 1994
Skills
Cash Management, Treasury Services, Financial Institutions, Banking, AML, Relationship Management, ACH, Correspondent Banking, Risk Management, Treasury Management, Commercial Banking, Financial Services, Payments
Education
City University of New York City College
BA, Asian Studies
City University of New York Graduate Center
MA, American History
Manhattan College
MBA, International Business
David Backholer's Lloyds TSB Experience September 2003 - April 2004
Job at
Industry Retail
Experience
EYC February 2010 - Present
EYC August 2005 - March 2010
Freemans 2004 - 2005
Lloyds TSB September 2003 - April 2004
Citigroup September 2002 - September 2003
Skills
Analytics, Management, Predictive Modeling, Data Analysis, Data Warehousing, Marketing Strategy, Customer Acquisition, Analysis, Customer Insight, Segmentation, Strategy, FMCG
Education
Bournemouth University 1998 — 2002
Business Decision Information Studies
EYC February 2010 - Present
EYC August 2005 - March 2010
Freemans 2004 - 2005
Lloyds TSB September 2003 - April 2004
Citigroup September 2002 - September 2003
Skills
Analytics, Management, Predictive Modeling, Data Analysis, Data Warehousing, Marketing Strategy, Customer Acquisition, Analysis, Customer Insight, Segmentation, Strategy, FMCG
Education
Bournemouth University 1998 — 2002
Business Decision Information Studies
Alex Iuspa's Lloyds TSB Experience 2003 - 2005
Job Senior Software Engineer at HBO
Industry Computer Software
Experience
HBO Latin America January 2013 - Present
Miami Children's Hospital January 2011 - December 2012
Baptist Health South Florida located in Miami, Florida March 2006 - February 2010
Psychcare, LLC 2010 - 2010
Gainsco 2005 - 2006
Lloyds TSB 2003 - 2005
Equitrac 1998 - 2002
Skills
Microsoft SQL Server, .NET, VB.NET, Visual Studio, ASP.NET, T-SQL, C#, IIS, JavaScript, SQL, Web Services, SharePoint, Crystal Reports, SSRS, Software Development, Windows, Stored Procedures, Web Applications, Integration, Databases, Android Development
Education
Florida International University
Computer Engineering
Miami Dade College
Computer Science
HBO Latin America January 2013 - Present
Miami Children's Hospital January 2011 - December 2012
Baptist Health South Florida located in Miami, Florida March 2006 - February 2010
Psychcare, LLC 2010 - 2010
Gainsco 2005 - 2006
Lloyds TSB 2003 - 2005
Equitrac 1998 - 2002
Skills
Microsoft SQL Server, .NET, VB.NET, Visual Studio, ASP.NET, T-SQL, C#, IIS, JavaScript, SQL, Web Services, SharePoint, Crystal Reports, SSRS, Software Development, Windows, Stored Procedures, Web Applications, Integration, Databases, Android Development
Education
Florida International University
Computer Engineering
Miami Dade College
Computer Science
Darren Brogden's Lloyds TSB Experience January 1988 - September 1997
Job Managing Director Subterranea Music
Industry Music
Experience
Fimat October 2007 - Present
Newedge USA LLC 2007 - Present
NorOdin Investment Management August 2005 - October 2007
BGC Partners December 1998 - August 2005
Bank of America October 1997 - December 1998
Lloyds TSB January 1988 - September 1997
Skills
Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Options, Strategy, Trading
Education
The London School of Economics and Political Science (LSE)
Technical Analysis
Fimat October 2007 - Present
Newedge USA LLC 2007 - Present
NorOdin Investment Management August 2005 - October 2007
BGC Partners December 1998 - August 2005
Bank of America October 1997 - December 1998
Lloyds TSB January 1988 - September 1997
Skills
Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Options, Strategy, Trading
Education
The London School of Economics and Political Science (LSE)
Technical Analysis
Barbara Lauer's Lloyds TSB Experience 2000 - 2002
Job Management Consultant
Industry Management Consulting
Experience
Barbara Lauer Consulting Inc. September 2002 - Present
Lloyds TSB 2000 - 2002
LEK Partnership 1991 - 2000
Kraft Canada Inc. 1986 - 1989
Ralston Purina 1984 - 1986
Skills
Business Strategy, Change Management, Strategic Planning, Business Analysis, Management Consulting, Marketing Strategy, Project Management, Strategy, Entrepreneurship, Start-ups, Business Process..., International Business, Risk Management, Marketing, Business Development, Management, Mergers & Acquisitions, Financial Analysis, Business Transformation, Governance, Business Planning, Process Improvement, Program Management, Analysis
Education
IMD (International Institute for Management Development) - Business Programs 1990 — 1990
MBA
The University of Western Ontario - Richard Ivey School of Business 1980 — 1984
Honour Bachelor of Business Administration
Barbara Lauer Consulting Inc. September 2002 - Present
Lloyds TSB 2000 - 2002
LEK Partnership 1991 - 2000
Kraft Canada Inc. 1986 - 1989
Ralston Purina 1984 - 1986
Skills
Business Strategy, Change Management, Strategic Planning, Business Analysis, Management Consulting, Marketing Strategy, Project Management, Strategy, Entrepreneurship, Start-ups, Business Process..., International Business, Risk Management, Marketing, Business Development, Management, Mergers & Acquisitions, Financial Analysis, Business Transformation, Governance, Business Planning, Process Improvement, Program Management, Analysis
Education
IMD (International Institute for Management Development) - Business Programs 1990 — 1990
MBA
The University of Western Ontario - Richard Ivey School of Business 1980 — 1984
Honour Bachelor of Business Administration
Shane Klein's Lloyds TSB Experience November 2008 - July 2013
Job Executive Director at Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation July 2013 - Present
Lloyds TSB November 2008 - July 2013
Fortis Capital Corp. December 2005 - November 2008
Societe Generale August 1999 - December 2005
Bear Stearns September 1996 - August 1999
PaineWebber September 1995 - September 1996
Skills
Fixed Income, Portfolio Management, Asset Managment, Private Equity, Credit Risk, Equities, Banking, Financial Institutions, Capital Markets, Structured Products, Financial Structuring, Derivatives, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Sumitomo Mitsui Banking Corporation July 2013 - Present
Lloyds TSB November 2008 - July 2013
Fortis Capital Corp. December 2005 - November 2008
Societe Generale August 1999 - December 2005
Bear Stearns September 1996 - August 1999
PaineWebber September 1995 - September 1996
Skills
Fixed Income, Portfolio Management, Asset Managment, Private Equity, Credit Risk, Equities, Banking, Financial Institutions, Capital Markets, Structured Products, Financial Structuring, Derivatives, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Robert Kowaliszyn's Lloyds TSB Experience May 2006 - December 2006
Job SAS Administrator at BMO Financial Group
Industry Information Technology and Services
Experience
BMO Financial Group July 2015 - Present
TD September 2012 - July 2015
Scotiabank October 2011 - September 2012
NaviWorld Thailand Co. Ltd. January 2010 - July 2011
Nationwide Building Society April 2009 - November 2009
Barclaycard May 2008 - December 2008
Barclaycard May 2007 - May 2008
Lloyds TSB May 2006 - December 2006
Barclaycard September 2005 - December 2005
Citibank January 2002 - September 2004
Skills
Business Intelligence, Data Integration, Marketing, SAS Programming, SQL, Analytics, Business Analysis, Management, Data Analysis, Strategy, SAS, Data Modeling, Data Warehousing, Strategic Communications, SDLC
Education
Sheridan College 1998 — 2002
BMO Financial Group July 2015 - Present
TD September 2012 - July 2015
Scotiabank October 2011 - September 2012
NaviWorld Thailand Co. Ltd. January 2010 - July 2011
Nationwide Building Society April 2009 - November 2009
Barclaycard May 2008 - December 2008
Barclaycard May 2007 - May 2008
Lloyds TSB May 2006 - December 2006
Barclaycard September 2005 - December 2005
Citibank January 2002 - September 2004
Skills
Business Intelligence, Data Integration, Marketing, SAS Programming, SQL, Analytics, Business Analysis, Management, Data Analysis, Strategy, SAS, Data Modeling, Data Warehousing, Strategic Communications, SDLC
Education
Sheridan College 1998 — 2002
Elissa Niemiera's Lloyds TSB Experience June 2007 - August 2007
Job Ventures & Acquisitions at Accenture
Industry Financial Services
Experience
Accenture December 2014 - Present
Accenture March 2012 - November 2014
Keefe, Bruyette & Woods November 2009 - March 2012
Manning Selvage and Lee June 2009 - November 2009
Spencer Stuart May 2008 - August 2008
Lloyds TSB June 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Equities, Financial Analysis, Capital Markets, Bloomberg, Valuation, Fixed Income, Equity Research, Management Consulting, Hedge Funds, Corporate Finance, Emerging Markets, Alternative Investments, Private Equity
Education
Georgetown University 2005 — 2009
Accenture December 2014 - Present
Accenture March 2012 - November 2014
Keefe, Bruyette & Woods November 2009 - March 2012
Manning Selvage and Lee June 2009 - November 2009
Spencer Stuart May 2008 - August 2008
Lloyds TSB June 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Equities, Financial Analysis, Capital Markets, Bloomberg, Valuation, Fixed Income, Equity Research, Management Consulting, Hedge Funds, Corporate Finance, Emerging Markets, Alternative Investments, Private Equity
Education
Georgetown University 2005 — 2009
Lawrence Luk, Dip.AIBD, CIM, DMS, FCSI's Lloyds TSB Experience April 1996 - July 1997
Job Business Analyst at CIBC Market Risk Management Technology
Industry Capital Markets
Experience
CIBC 2004 - Present
RBC Royal Bank 2001 - 2003
RBC ActionDirect 2000 - 2001
Lloyds TSB April 1996 - July 1997
CEF Capital Ltd (Joint Venture of CIBC and Cheung Kong Holdings) 1994 - 1996
IBJ Asia Limited 1993 - 1994
Standard Chartered Bank 1992 - 1993
CIBC 1989 - 1992
BNP Paribas 1985 - 1988
HSBC Private Bank 1983 - 1985
Skills
Capital Markets, Derivatives, Investment Banking, Risk Management, Market Risk, Financial Markets, Treasury, Syndications, Mutual Funds, Private Banking, Finance, Foreign Exchange, Trading, Fixed Income, Banking, Financial Modeling, Business Analysis, Portfolio Management
Education
The University of Stirling 1979 — 1982
BA, Economics & Accountancy
St.Joseph's Anglo-Chinese School 1967 — 1975
CIBC 2004 - Present
RBC Royal Bank 2001 - 2003
RBC ActionDirect 2000 - 2001
Lloyds TSB April 1996 - July 1997
CEF Capital Ltd (Joint Venture of CIBC and Cheung Kong Holdings) 1994 - 1996
IBJ Asia Limited 1993 - 1994
Standard Chartered Bank 1992 - 1993
CIBC 1989 - 1992
BNP Paribas 1985 - 1988
HSBC Private Bank 1983 - 1985
Skills
Capital Markets, Derivatives, Investment Banking, Risk Management, Market Risk, Financial Markets, Treasury, Syndications, Mutual Funds, Private Banking, Finance, Foreign Exchange, Trading, Fixed Income, Banking, Financial Modeling, Business Analysis, Portfolio Management
Education
The University of Stirling 1979 — 1982
BA, Economics & Accountancy
St.Joseph's Anglo-Chinese School 1967 — 1975
Igor Pinkusevich's Lloyds TSB Experience 2003 - 2004
Job IT system integration specialist
Industry Information Technology and Services
Experience
RBC Capital Markets November 2013 - April 2014
BankUnited January 2013 - October 2013
Alberta Investment Management Corporation (AIMCo) November 2011 - June 2012
Bank of Montreal July 2010 - November 2010
University of Miami, Miller School of Medicine August 2009 - June 2010
BNY Mellon 2004 - 2008
Lloyds TSB 2003 - 2004
various October 1993 - October 2003
Skills
Software Development, Equities, Integration, SQL, Fixed Income, Requirements Analysis, Microsoft SQL Server, Databases, Business Analysis, Trading, SDLC, IT Management, .NET, Visual Basic, Data Warehousing, Agile Methodologies, Software Project..., Analysis, Unix, Database Design, Oracle, Sybase, XML, Data Analysis
Education
New York University - Polytechnic School of Engineering 1992 — 1993
MS, Computer Science
Institute of Technology , BS in EE (Kharkov, Ukraine)
Bachelor's degree, Electrical Engineering
RBC Capital Markets November 2013 - April 2014
BankUnited January 2013 - October 2013
Alberta Investment Management Corporation (AIMCo) November 2011 - June 2012
Bank of Montreal July 2010 - November 2010
University of Miami, Miller School of Medicine August 2009 - June 2010
BNY Mellon 2004 - 2008
Lloyds TSB 2003 - 2004
various October 1993 - October 2003
Skills
Software Development, Equities, Integration, SQL, Fixed Income, Requirements Analysis, Microsoft SQL Server, Databases, Business Analysis, Trading, SDLC, IT Management, .NET, Visual Basic, Data Warehousing, Agile Methodologies, Software Project..., Analysis, Unix, Database Design, Oracle, Sybase, XML, Data Analysis
Education
New York University - Polytechnic School of Engineering 1992 — 1993
MS, Computer Science
Institute of Technology , BS in EE (Kharkov, Ukraine)
Bachelor's degree, Electrical Engineering
George A. Gunn's Lloyds TSB Experience November 2012 - January 2013
Job Senior Investigator at HSBC
Industry Security and Investigations
Experience
HSBC September 2013 - Present
HSBC February 2013 - September 2013
Lloyds TSB November 2012 - January 2013
HSBC August 2012 - November 2012
The Garden City Group January 2011 - July 2012
G.A. Gunn, Inc. January 2010 - July 2012
Goldman Sachs September 2009 - January 2011
Dominion Advisory Group August 2008 - December 2008
Promontory Financial Services January 2008 - August 2008
New York City Police Department January 1987 - January 2007
Skills
Investigations, Investigation, Criminal Law, Fraud, AML, Bank Secrecy Act, USA PATRIOT Act, Internal Investigations, OFAC, KYC, Criminal Investigations, Enforcement, Surveillance, Risk Assessment, Certified Fraud Examiner, Private Investigations, Background Checks, Anti-fraud, Interrogation, Financial Risk, FCPA, Anti Money Laundering, Due Diligence, Forensic Accounting, Banking, Corporate Governance, Enterprise Risk..., Risk Management, Fraud Detection, Litigation Support, Financial Institutions, Operational Risk, Anti-corruption, Sanction, Asset Protection, Identity Theft, Financial Crimes..., Asset Tracing, Evidence, CAMS, Regulations, Investigative Research, Physical Security, Executive Protection, Securities, Finance, Operational Risk..., Forensic Analysis, Law Enforcement, Corporate Security
Education
Nassau Community College
Accounting
New York Institute of Technology
Accounting
HSBC September 2013 - Present
HSBC February 2013 - September 2013
Lloyds TSB November 2012 - January 2013
HSBC August 2012 - November 2012
The Garden City Group January 2011 - July 2012
G.A. Gunn, Inc. January 2010 - July 2012
Goldman Sachs September 2009 - January 2011
Dominion Advisory Group August 2008 - December 2008
Promontory Financial Services January 2008 - August 2008
New York City Police Department January 1987 - January 2007
Skills
Investigations, Investigation, Criminal Law, Fraud, AML, Bank Secrecy Act, USA PATRIOT Act, Internal Investigations, OFAC, KYC, Criminal Investigations, Enforcement, Surveillance, Risk Assessment, Certified Fraud Examiner, Private Investigations, Background Checks, Anti-fraud, Interrogation, Financial Risk, FCPA, Anti Money Laundering, Due Diligence, Forensic Accounting, Banking, Corporate Governance, Enterprise Risk..., Risk Management, Fraud Detection, Litigation Support, Financial Institutions, Operational Risk, Anti-corruption, Sanction, Asset Protection, Identity Theft, Financial Crimes..., Asset Tracing, Evidence, CAMS, Regulations, Investigative Research, Physical Security, Executive Protection, Securities, Finance, Operational Risk..., Forensic Analysis, Law Enforcement, Corporate Security
Education
Nassau Community College
Accounting
New York Institute of Technology
Accounting
Agostina Salvó's Lloyds TSB Experience July 2009 - January 2011
Job Associate at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company August 2013 - Present
McKinsey & Company June 2012 - August 2012
Lloyds TSB July 2009 - January 2011
Inelectra May 2007 - February 2009
Aeropuertos Argentina 2000 September 2006 - May 2007
Skills
Management Consulting, Business Strategy, Problem Solving, Strategy, Operations Management, Financial Modeling, Quality Management, Strategic Planning, Project Management, Corporate Finance, Change Management, Business Planning, Business Analysis, Management, Analysis
Education
NYU Stern School of Business 2011 — 2013
Master, Business Administration
NYU - School of Continuing and Professional Studies 2009 — 2009
Business Project Management
Instituto Tecnológico de Buenos Aires 2003 — 2007
BS, Industrial Engineering
Northlands School 1990 — 2002
Bachelor, Bilingual
McKinsey & Company August 2013 - Present
McKinsey & Company June 2012 - August 2012
Lloyds TSB July 2009 - January 2011
Inelectra May 2007 - February 2009
Aeropuertos Argentina 2000 September 2006 - May 2007
Skills
Management Consulting, Business Strategy, Problem Solving, Strategy, Operations Management, Financial Modeling, Quality Management, Strategic Planning, Project Management, Corporate Finance, Change Management, Business Planning, Business Analysis, Management, Analysis
Education
NYU Stern School of Business 2011 — 2013
Master, Business Administration
NYU - School of Continuing and Professional Studies 2009 — 2009
Business Project Management
Instituto Tecnológico de Buenos Aires 2003 — 2007
BS, Industrial Engineering
Northlands School 1990 — 2002
Bachelor, Bilingual
Richard Yemm's Lloyds TSB Experience 2000 - 2008
Job Attorney at Law at Wolfsdorf Immigration Law Group
Industry Law Practice
Experience
Wolfsdorf Immigration Law Group July 2008 - Present
Lloyds TSB 2000 - 2008
Skills
Immigration, Matters, Immigration Law, Legal Research, Consular Processing, Legal Writing, Legal Assistance, Business Visas, I-9 Compliance, Citizenship, H-1B, Immigration Issues, Criminal Law, Visas, Naturalization, Corporate Law, Adjustment Of Status, Courts, Litigation, L-1, Appeals, Labor Certification, Legal Advice, Commercial Litigation, Employment-based..., Civil Litigation, International Law, Mediation, O-1, Asylum, Intellectual Property, U.S. Immigration, Westlaw, Waivers, Legal Issues
Education
University of Exeter 2002 — 2005
Bachelor of Laws (LLB), Law
Sir Thomas Rich's 1995 — 2002
Wolfsdorf Immigration Law Group July 2008 - Present
Lloyds TSB 2000 - 2008
Skills
Immigration, Matters, Immigration Law, Legal Research, Consular Processing, Legal Writing, Legal Assistance, Business Visas, I-9 Compliance, Citizenship, H-1B, Immigration Issues, Criminal Law, Visas, Naturalization, Corporate Law, Adjustment Of Status, Courts, Litigation, L-1, Appeals, Labor Certification, Legal Advice, Commercial Litigation, Employment-based..., Civil Litigation, International Law, Mediation, O-1, Asylum, Intellectual Property, U.S. Immigration, Westlaw, Waivers, Legal Issues
Education
University of Exeter 2002 — 2005
Bachelor of Laws (LLB), Law
Sir Thomas Rich's 1995 — 2002
ADRIAN SHARPLES's Lloyds TSB Experience June 1988 - January 1992
Job Managing Director at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2014 - Present
Honeywell July 2013 - Present
HONEYWELL September 2008 - June 2013
Blackburn with Darwen Borough Council 2008 - 2008
DWP March 2003 - January 2007
DWP June 2002 - February 2003
DWP June 2000 - June 2002
DWP September 1997 - December 1999
Lloyds TSB June 1988 - January 1992
Skills
Program Management, IT Project Leadership, Contract Negotiation, Strategic Financial..., Financial Accounting, Procurement, Contract Management, Government Contracting, IT Procurement, Project Management, IT Project & Program..., Management Consulting, Banking, Management
Education
SCRUM ALLIANCE 2013 — 2013
Certified SCRUM Master (CSM)
AT Emile Woolfe 2005 — 2005
F.C.C.A, Accountancy [Fellowship]
Oxford Brookes University 2002 — 2004
MBA, Finance
AT Emile Wollfe 1997 — 1999
A.C.C.A, Accountancy
Blackpool & Fylde Cllege UK 1988 — 1991
C.I.O.B, Banking
Charles Schwab August 2014 - Present
Honeywell July 2013 - Present
HONEYWELL September 2008 - June 2013
Blackburn with Darwen Borough Council 2008 - 2008
DWP March 2003 - January 2007
DWP June 2002 - February 2003
DWP June 2000 - June 2002
DWP September 1997 - December 1999
Lloyds TSB June 1988 - January 1992
Skills
Program Management, IT Project Leadership, Contract Negotiation, Strategic Financial..., Financial Accounting, Procurement, Contract Management, Government Contracting, IT Procurement, Project Management, IT Project & Program..., Management Consulting, Banking, Management
Education
SCRUM ALLIANCE 2013 — 2013
Certified SCRUM Master (CSM)
AT Emile Woolfe 2005 — 2005
F.C.C.A, Accountancy [Fellowship]
Oxford Brookes University 2002 — 2004
MBA, Finance
AT Emile Wollfe 1997 — 1999
A.C.C.A, Accountancy
Blackpool & Fylde Cllege UK 1988 — 1991
C.I.O.B, Banking
Arlo Valles's Lloyds TSB Experience January 2007 - November 2009
Job LANSA/Java developer
Industry Information Technology and Services
Experience
Island Pacific February 2014 - Present
Fidelity National Information Services October 2007 - January 2014
Lloyds TSB January 2007 - November 2009
Barclays Capital August 2006 - October 2007
Fidelity Information Services October 1997 - August 2006
Rabobank June 2005 - July 2006
ECGD May 2004 - June 2005
Skills
SDLC, Software Project..., Business Analysis, Requirements Analysis, Agile Methodologies, Visio, Troubleshooting, Microsoft SQL Server, SQL, Integration, ACBS, Systems Analysis, Analysis, User Acceptance Testing
Education
Coleman College 1996 — 1998
B.S., Computer Information Science
Island Pacific February 2014 - Present
Fidelity National Information Services October 2007 - January 2014
Lloyds TSB January 2007 - November 2009
Barclays Capital August 2006 - October 2007
Fidelity Information Services October 1997 - August 2006
Rabobank June 2005 - July 2006
ECGD May 2004 - June 2005
Skills
SDLC, Software Project..., Business Analysis, Requirements Analysis, Agile Methodologies, Visio, Troubleshooting, Microsoft SQL Server, SQL, Integration, ACBS, Systems Analysis, Analysis, User Acceptance Testing
Education
Coleman College 1996 — 1998
B.S., Computer Information Science
Charlotte Nesbitt's Lloyds TSB Experience November 2007 - May 2008
Job Content Strategist at Facebook
Industry Design
Experience
Facebook August 2015 - Present
TANTUS Solutions Group Inc. October 2014 - July 2015
interVivos January 2013 - January 2015
Habitat for Humanity Camrose January 2012 - December 2014
Facebook July 2014 - October 2014
Productivity Alberta May 2013 - September 2013
County of Wetaskiwin No. 10 July 2011 - May 2012
City of Camrose May 2010 - June 2011
City of Camrose May 2009 - May 2011
Lloyds TSB November 2007 - May 2008
Skills
Strategic Communications, Project Management, Community Engagement, Strategic Planning, Project Coordination, Project Planning, Local Government, Governance, Policy Writing, Grant Writing, Crisis Communications, Social Media, Project Facilitation, Copywriting, Content Strategy
Education
Grant MacEwan University 2012 — 2014
Bachelor of Communication Studies, Professional Communication
Northern Alberta Institute of Technology
Certificate in Project Leadership
University of Alberta 2004 — 2007
Bachelor of Commerce, International Business/Business Economics and Law
Facebook August 2015 - Present
TANTUS Solutions Group Inc. October 2014 - July 2015
interVivos January 2013 - January 2015
Habitat for Humanity Camrose January 2012 - December 2014
Facebook July 2014 - October 2014
Productivity Alberta May 2013 - September 2013
County of Wetaskiwin No. 10 July 2011 - May 2012
City of Camrose May 2010 - June 2011
City of Camrose May 2009 - May 2011
Lloyds TSB November 2007 - May 2008
Skills
Strategic Communications, Project Management, Community Engagement, Strategic Planning, Project Coordination, Project Planning, Local Government, Governance, Policy Writing, Grant Writing, Crisis Communications, Social Media, Project Facilitation, Copywriting, Content Strategy
Education
Grant MacEwan University 2012 — 2014
Bachelor of Communication Studies, Professional Communication
Northern Alberta Institute of Technology
Certificate in Project Leadership
University of Alberta 2004 — 2007
Bachelor of Commerce, International Business/Business Economics and Law
Catherine Payne's Lloyds TSB Experience June 2008 - August 2008
Job Gas Marketing & Origination at BP
Industry Oil & Energy
Experience
BP October 2014 - Present
BP Canada Energy Group ULC September 2010 - Present
Elections Canada May 2009 - August 2010
Lloyds TSB June 2008 - August 2008
Skills
Energy, Natural Gas, Energy Industry, Marketing
Education
Queen's University 2005 — 2009
BCOMM, International Business, Sales
Uppsala universitet 2008 — 2008
Bachelor of Commerce (B.Com.)
BP October 2014 - Present
BP Canada Energy Group ULC September 2010 - Present
Elections Canada May 2009 - August 2010
Lloyds TSB June 2008 - August 2008
Skills
Energy, Natural Gas, Energy Industry, Marketing
Education
Queen's University 2005 — 2009
BCOMM, International Business, Sales
Uppsala universitet 2008 — 2008
Bachelor of Commerce (B.Com.)
Thais Gherardi's Lloyds TSB Experience June 2000 - February 2001
Job Compliance Leader at GE
Industry Financial Services
Experience
GE Capital March 2013 - Present
Old Mutual (Bermuda) Ltd. August 2010 - March 2013
Banco Fator April 2009 - July 2010
Citigroup April 2006 - March 2009
Citigroup April 2004 - December 2005
Banco Itaú April 2001 - July 2003
Lloyds TSB June 2000 - February 2001
Skills
Compliance, AML, KYC, OFAC, Trusts, Estate Planning, Private Banking, Asset Managment, Investments, Equities, Fixed Income, Operational Risk, Risk Management, Financial Markets, Mutual Funds, Variable Annuities, Latin America, Brazilian Portuguese
Education
STEP-Society of Trust and Estate Practitioners 2006 — 2007
Trust and Estate Foundation Diploma
ANBID (Brazilian 'Series 7') 2003 — 2003
Financial Services License
Pontifícia Universidade Católica de São Paulo 1997 — 2003
Law, Law, JD
Universidade de São Paulo 1998 — 2000
Art, Art
Colégio Santo Américo
GE Capital March 2013 - Present
Old Mutual (Bermuda) Ltd. August 2010 - March 2013
Banco Fator April 2009 - July 2010
Citigroup April 2006 - March 2009
Citigroup April 2004 - December 2005
Banco Itaú April 2001 - July 2003
Lloyds TSB June 2000 - February 2001
Skills
Compliance, AML, KYC, OFAC, Trusts, Estate Planning, Private Banking, Asset Managment, Investments, Equities, Fixed Income, Operational Risk, Risk Management, Financial Markets, Mutual Funds, Variable Annuities, Latin America, Brazilian Portuguese
Education
STEP-Society of Trust and Estate Practitioners 2006 — 2007
Trust and Estate Foundation Diploma
ANBID (Brazilian 'Series 7') 2003 — 2003
Financial Services License
Pontifícia Universidade Católica de São Paulo 1997 — 2003
Law, Law, JD
Universidade de São Paulo 1998 — 2000
Art, Art
Colégio Santo Américo
Cecilia Cuadra's Lloyds TSB Experience Banking OfficerLloyds TSB Bank Offshore2008 - Present
Job Banking Officer at Lloyds TSB
Industry Banking
Experience
Lloyds TSB Banking OfficerLloyds TSB Bank Offshore2008 - Present
Lloyds TSB Bank plc 2008 - 2010
Education
Florida International University
Lloyds TSB Banking OfficerLloyds TSB Bank Offshore2008 - Present
Lloyds TSB Bank plc 2008 - 2010
Education
Florida International University
Santiago Boeri's Lloyds TSB Experience July 2010 - April 2011
Job Sr. Director Risk Management International Financial Services at Walmart
Industry Retail
Experience
Walmart April 2011 - Present
Lloyds TSB July 2010 - April 2011
Barclays Internal Audit - UK September 2008 - July 2010
Barclays Wealth - UK October 2006 - September 2008
Barclaycard - UK April 2006 - September 2006
GE Money - Germany April 2004 - March 2006
Citibank Privatkunden AG - Germany June 2002 - March 2004
Citibank February 1992 - May 2002
citibank 1993 - 1994
Skills
Risk Management, Credit Risk, Operational Risk, Auditing, Forecasting, Credit, Basel II, Internal Controls, Financial Risk, Portfolio Management, Finance, Strategy, Banking, Internal Audit, Analysis, Governance, Management, Analytics, Financial Services, Retail Banking, MIS, Credit Cards, Enterprise Risk..., Leadership, Risk Assessment, Loans
Education
Universidad Argentina de la Empresa 1993 — 1997
Licenciate, Systems - Informatic
Walmart April 2011 - Present
Lloyds TSB July 2010 - April 2011
Barclays Internal Audit - UK September 2008 - July 2010
Barclays Wealth - UK October 2006 - September 2008
Barclaycard - UK April 2006 - September 2006
GE Money - Germany April 2004 - March 2006
Citibank Privatkunden AG - Germany June 2002 - March 2004
Citibank February 1992 - May 2002
citibank 1993 - 1994
Skills
Risk Management, Credit Risk, Operational Risk, Auditing, Forecasting, Credit, Basel II, Internal Controls, Financial Risk, Portfolio Management, Finance, Strategy, Banking, Internal Audit, Analysis, Governance, Management, Analytics, Financial Services, Retail Banking, MIS, Credit Cards, Enterprise Risk..., Leadership, Risk Assessment, Loans
Education
Universidad Argentina de la Empresa 1993 — 1997
Licenciate, Systems - Informatic
Lawrence Quaye, FCCA's Lloyds TSB Experience 1996 - 1997
Job Experienced Finance Professional
Industry Financial Services
Experience
RBS Citizens Financial Group May 2012 - May 2014
National GRID August 2008 - May 2011
State Street Bank June 2007 - July 2008
Robert Half Management Resources 2006 - 2008
PricewaterhouseCoopers Ghana January 2000 - October 2001
Lloyds TSB 1996 - 1997
ABN Amro Bank, UK 1995 - 1995
Skills
Financial Modeling, Financial Analysis, Accounting, Business Planning, Managerial Finance, Budgets, Internal Controls, Strategy, Business Process..., Financial Reporting, Corporate Finance, Valuation, Due Diligence, Auditing, Business Requirements, Data Analysis, Statistical Modeling, Statistical Software, Regulatory Capital..., STATA/SAS software, GAAP and statutory..., Strategic financial...
Education
Brandeis International Business School 2008 — 2010
MSF, Finance
Harvard University Graduate School of Education 2005 — 2006
Certificate, Finance
Clark university 2002 — 2003
Advanced Enterprise Development, Computer Programming, Specific Applications
Presec
RBS Citizens Financial Group May 2012 - May 2014
National GRID August 2008 - May 2011
State Street Bank June 2007 - July 2008
Robert Half Management Resources 2006 - 2008
PricewaterhouseCoopers Ghana January 2000 - October 2001
Lloyds TSB 1996 - 1997
ABN Amro Bank, UK 1995 - 1995
Skills
Financial Modeling, Financial Analysis, Accounting, Business Planning, Managerial Finance, Budgets, Internal Controls, Strategy, Business Process..., Financial Reporting, Corporate Finance, Valuation, Due Diligence, Auditing, Business Requirements, Data Analysis, Statistical Modeling, Statistical Software, Regulatory Capital..., STATA/SAS software, GAAP and statutory..., Strategic financial...
Education
Brandeis International Business School 2008 — 2010
MSF, Finance
Harvard University Graduate School of Education 2005 — 2006
Certificate, Finance
Clark university 2002 — 2003
Advanced Enterprise Development, Computer Programming, Specific Applications
Presec
Emanuel Giumarra's Lloyds TSB Experience 2003 - 2005
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank May 2005 - Present
Lloyds TSB 2003 - 2005
ARAB BANK plc. March 1999 - January 2003
Skills
Investment Banking, Capital Markets, Fixed Income, Credit Risk, Due Diligence, Credit Analysis, Financial Analysis, Valuation, Derivatives, Hedge Funds, Equities, Credit Derivatives, Structured Products, Structured Finance
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
MBA/MSF Dual Degree Candidate, Finance
University of Connecticut-Stamford 2010 — 2011
Finance
UBS Investment Bank May 2005 - Present
Lloyds TSB 2003 - 2005
ARAB BANK plc. March 1999 - January 2003
Skills
Investment Banking, Capital Markets, Fixed Income, Credit Risk, Due Diligence, Credit Analysis, Financial Analysis, Valuation, Derivatives, Hedge Funds, Equities, Credit Derivatives, Structured Products, Structured Finance
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
MBA/MSF Dual Degree Candidate, Finance
University of Connecticut-Stamford 2010 — 2011
Finance
Luis Gonzalez H's Lloyds TSB Experience June 2008 - July 2009
Job Gerente General at Administración Central S.A
Industry Executive Office
Experience
Administración Central S.A March 2013 - Present
G-2 Trading June 2012 - February 2013
Administración Central S,A August 2009 - May 2011
Lloyds TSB June 2008 - July 2009
Skills
Market Risk, Equities, Investments, Portfolio Management, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Risk Management, Fixed Income, Financial Analysis, Derivatives, Trading, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Series 7, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Universidad Francisco Marroquín 2003 — 2007
Administracion de Empresas
Administración Central S.A March 2013 - Present
G-2 Trading June 2012 - February 2013
Administración Central S,A August 2009 - May 2011
Lloyds TSB June 2008 - July 2009
Skills
Market Risk, Equities, Investments, Portfolio Management, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Risk Management, Fixed Income, Financial Analysis, Derivatives, Trading, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Series 7, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Universidad Francisco Marroquín 2003 — 2007
Administracion de Empresas
Joseph Saporta's Lloyds TSB Experience February 2009 - September 2010
Job Senior Analyst at National Grid
Industry Oil & Energy
Experience
National Grid November 2011 - Present
Citi Realty Services June 2011 - October 2011
KBC Bank February 2011 - June 2011
Old Mutual of Bermuda Insurance December 2010 - January 2011
Lloyds TSB February 2009 - September 2010
Bear Stearns & Co. January 2005 - December 2008
Barclays Capital July 1995 - December 2004
Federal Home Loan Bank of New York 1993 - 1995
Education
Queens College 1985 — 1990
BA, Accounting
Marquette University 1974 — 1977
BS, Finance
Saint John's University 1974 — 1977
MBA, Finance
National Grid November 2011 - Present
Citi Realty Services June 2011 - October 2011
KBC Bank February 2011 - June 2011
Old Mutual of Bermuda Insurance December 2010 - January 2011
Lloyds TSB February 2009 - September 2010
Bear Stearns & Co. January 2005 - December 2008
Barclays Capital July 1995 - December 2004
Federal Home Loan Bank of New York 1993 - 1995
Education
Queens College 1985 — 1990
BA, Accounting
Marquette University 1974 — 1977
BS, Finance
Saint John's University 1974 — 1977
MBA, Finance
Ariana Picchetto's Lloyds TSB Experience 2003 - 2004
Job Audit Advanced Staff
Industry Accounting
Experience
Caler Donten Levine Cohen Porter & Veil PA July 2014 - Present
The Village of North Palm Beach - Accountemps April 2014 - July 2014
Stone and Equipment June 2008 - December 2013
Mike Tillett CPA January 2013 - August 2013
United Way of America January 2012 - April 2012
Lloyds TSB 2003 - 2004
Skills
Sales, New Business Development, Contract Negotiation, Budgets, Sales Management, Purchasing, Negotiation, Marketing Strategy, Logistics, Retail, Strategic Planning, Sales Operations, Building Materials, Microsoft Office, Microsoft Excel, International Sales, Financial Analysis, International Business, Team Building, PowerPoint, Accounting, QuickBooks, Auditing, Internal Controls
Education
Palm Beach Atlantic University 2010 — 2014
Accounting & Finance, Business, 3.75
Universidade Federal do Espírito Santo
Industrial and Product Design - Graphic Design
Caler Donten Levine Cohen Porter & Veil PA July 2014 - Present
The Village of North Palm Beach - Accountemps April 2014 - July 2014
Stone and Equipment June 2008 - December 2013
Mike Tillett CPA January 2013 - August 2013
United Way of America January 2012 - April 2012
Lloyds TSB 2003 - 2004
Skills
Sales, New Business Development, Contract Negotiation, Budgets, Sales Management, Purchasing, Negotiation, Marketing Strategy, Logistics, Retail, Strategic Planning, Sales Operations, Building Materials, Microsoft Office, Microsoft Excel, International Sales, Financial Analysis, International Business, Team Building, PowerPoint, Accounting, QuickBooks, Auditing, Internal Controls
Education
Palm Beach Atlantic University 2010 — 2014
Accounting & Finance, Business, 3.75
Universidade Federal do Espírito Santo
Industrial and Product Design - Graphic Design
Jeffrey Wachenfeld's Lloyds TSB Experience February 1994 - March 1996
Job SVP FX Sales and Relationship Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 1996 - Present
Lloyds TSB February 1994 - March 1996
Commonwealth Bank of Australia 1989 - 1994
Skills
Foreign Exchange, Relationship Management, Business Strategy, Fixed Income, Bloomberg, Equities, Financial Markets, Foreign Exchange Risk..., Financial Services
Education
University of Richmond 1981 — 1985
BA, Economics
Brown Brothers Harriman April 1996 - Present
Lloyds TSB February 1994 - March 1996
Commonwealth Bank of Australia 1989 - 1994
Skills
Foreign Exchange, Relationship Management, Business Strategy, Fixed Income, Bloomberg, Equities, Financial Markets, Foreign Exchange Risk..., Financial Services
Education
University of Richmond 1981 — 1985
BA, Economics
Karina Sulzer's Lloyds TSB Experience August 2001 - March 2004
Job Assistant Director at Credit Suisse., AG
Industry Banking
Experience
Credit Suisse., AG April 2004 - Present
Lloyds TSB August 2001 - March 2004
Banco de Credito November 1993 - October 2001
Education
Florida International University
BA, Finance- Administration
Credit Suisse., AG April 2004 - Present
Lloyds TSB August 2001 - March 2004
Banco de Credito November 1993 - October 2001
Education
Florida International University
BA, Finance- Administration
Nathan Gale's Lloyds TSB Experience June 2000 - October 2006
Job Vice President, Global Technology, JPMorgan Chase
Industry Information Technology and Services
Experience
JP Morgan Chase June 2008 - Present
Bear Stearns October 2006 - June 2008
Lloyds TSB June 2000 - October 2006
Education
University of Hertfordshire 1996 — 2000
BA (hons) Business Studies, Business Administration and Management, General, 2:1
JP Morgan Chase June 2008 - Present
Bear Stearns October 2006 - June 2008
Lloyds TSB June 2000 - October 2006
Education
University of Hertfordshire 1996 — 2000
BA (hons) Business Studies, Business Administration and Management, General, 2:1
Daniel Coccaro's Lloyds TSB Experience July 2009 - December 2009
Job Associate, Global Investment Opportunities Group (GIO) at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan February 2013 - Present
J. Safra Asset Management January 2011 - January 2013
Michigan State University August 2010 - December 2010
Lloyds TSB July 2009 - December 2009
Ágora Corretora May 2008 - August 2008
Skills
Hedge Funds, Mutual Funds, Investment Advisory, Alternative Investments, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Investments, Financial Markets, Private Banking, Wealth Management, Valuation, Finance, Bloomberg, Asset Management, Capital Markets
Education
Michigan State University 2006 — 2010
Bachelor of Arts, Economics
The British School of Rio de Janeiro 1992 — 2005
J.P. Morgan July 2015 - Present
J.P. Morgan February 2013 - Present
J. Safra Asset Management January 2011 - January 2013
Michigan State University August 2010 - December 2010
Lloyds TSB July 2009 - December 2009
Ágora Corretora May 2008 - August 2008
Skills
Hedge Funds, Mutual Funds, Investment Advisory, Alternative Investments, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Investments, Financial Markets, Private Banking, Wealth Management, Valuation, Finance, Bloomberg, Asset Management, Capital Markets
Education
Michigan State University 2006 — 2010
Bachelor of Arts, Economics
The British School of Rio de Janeiro 1992 — 2005
Michelle O'Reardon's Lloyds TSB Experience November 2003 - December 2005
Job Program Director at RBC
Industry Financial Services
Experience
RBC March 2015 - Present
RBC March 2011 - March 2015
O'Reardon Consulting January 2008 - March 2011
Lloyds TSB November 2003 - December 2005
American Express April 2002 - April 2003
American Express January 2001 - March 2002
Research International March 1999 - November 2000
Research International July 1996 - February 1999
Education
University of Hawaii - Shidler College of Business 1995 — 1996
Executive MBA
McGill University 1989 — 1992
Honours BA, East Asian Studies
RBC March 2015 - Present
RBC March 2011 - March 2015
O'Reardon Consulting January 2008 - March 2011
Lloyds TSB November 2003 - December 2005
American Express April 2002 - April 2003
American Express January 2001 - March 2002
Research International March 1999 - November 2000
Research International July 1996 - February 1999
Education
University of Hawaii - Shidler College of Business 1995 — 1996
Executive MBA
McGill University 1989 — 1992
Honours BA, East Asian Studies
Owen James's Lloyds TSB Experience 2002 - 2002
Job
Industry
Experience
KnowledgeBased Systems Corporation 1984 - 2011
FICO 2006 - 2010
Norwich Union International 2007 - 2007
O2 Munich 2005 - 2005
Lloyds TSB 2002 - 2002
Ericsson 1999 - 2000
FedEx 1995 - 1998
Skills
ILOG, BRMS, Business Rules, Rules Engines
Education
LSUS 1987 — 1989
MBA, Quantitative Analysis & Forecasting
Louisiana Tech University 1968 — 1973
BSEE, Computers and Communications
KnowledgeBased Systems Corporation 1984 - 2011
FICO 2006 - 2010
Norwich Union International 2007 - 2007
O2 Munich 2005 - 2005
Lloyds TSB 2002 - 2002
Ericsson 1999 - 2000
FedEx 1995 - 1998
Skills
ILOG, BRMS, Business Rules, Rules Engines
Education
LSUS 1987 — 1989
MBA, Quantitative Analysis & Forecasting
Louisiana Tech University 1968 — 1973
BSEE, Computers and Communications
Brett McDonald's Lloyds TSB Experience 2004 - 2006
Job VP Markets Portfolio Management Group at Barclays Investment Bank
Industry Capital Markets
Experience
Barclays Investment Bank August 2013 - Present
DWS November 2011 - July 2013
ANZ October 2010 - August 2011
Swiss Reinsurance Company 2006 - 2010
Lloyds TSB 2004 - 2006
KPMG Australia March 2000 - April 2004
Collingwood Football Club 2003 - 2004
Skills
Risk Management, Capital Markets, Strategy, Middle Office, Operations Management, Project Management, Financial Reporting, Treasury, IT Strategy, Staff Development, Finance, Financial Services, Investments
Education
Institute of Chartered Accountants in Australia 2000 — 2002
CA, Accounting
University of Melbourne 1997 — 1999
B.Com, Accounting, Business Law
Barclays Investment Bank August 2013 - Present
DWS November 2011 - July 2013
ANZ October 2010 - August 2011
Swiss Reinsurance Company 2006 - 2010
Lloyds TSB 2004 - 2006
KPMG Australia March 2000 - April 2004
Collingwood Football Club 2003 - 2004
Skills
Risk Management, Capital Markets, Strategy, Middle Office, Operations Management, Project Management, Financial Reporting, Treasury, IT Strategy, Staff Development, Finance, Financial Services, Investments
Education
Institute of Chartered Accountants in Australia 2000 — 2002
CA, Accounting
University of Melbourne 1997 — 1999
B.Com, Accounting, Business Law
KAMINI RANA's Lloyds TSB Experience September 2003 - Present
Job Adding new knowledge
Industry Banking
Experience
Lloyds Bank April 2015 - Present
Lloyds TSB Bank May 2013 - Present
Lloyds TSB Bank September 2003 - Present
Lloyds TSB Bank September 2003 - Present
Lloyds TSB September 2003 - Present
Bank of Tokyo-Mitsubishi UFJ March 1986 - September 2003
Skills
Credit Risk, Banking, Credit, Financial Risk, Commercial Banking, Retail Banking, Loans, Risk Management, Corporate Finance, Operational Risk, FX Options, Financial Analysis, Credit Analysis, Mortgage Lending, Debt, Investment Banking, Credit Cards, Trade Finance, Private Banking, Hedge Funds, Structured Finance, Financial Institutions, Capital Markets
Education
Gujarat University 1976 — 1983
BCOM, Commerce
National Law School of India University
Degree of Law, Major in Corporate Law
Navyug Commerce Collage
Bachelor of Commerce, Economic & Statistics
Lloyds Bank April 2015 - Present
Lloyds TSB Bank May 2013 - Present
Lloyds TSB Bank September 2003 - Present
Lloyds TSB Bank September 2003 - Present
Lloyds TSB September 2003 - Present
Bank of Tokyo-Mitsubishi UFJ March 1986 - September 2003
Skills
Credit Risk, Banking, Credit, Financial Risk, Commercial Banking, Retail Banking, Loans, Risk Management, Corporate Finance, Operational Risk, FX Options, Financial Analysis, Credit Analysis, Mortgage Lending, Debt, Investment Banking, Credit Cards, Trade Finance, Private Banking, Hedge Funds, Structured Finance, Financial Institutions, Capital Markets
Education
Gujarat University 1976 — 1983
BCOM, Commerce
National Law School of India University
Degree of Law, Major in Corporate Law
Navyug Commerce Collage
Bachelor of Commerce, Economic & Statistics
Joanne Byford's Lloyds TSB Experience December 1997 - April 2010
Job Banking Professional
Industry Banking
Experience
Lloyds TSB December 1997 - April 2010
Education
University of Greenwich 1994 — 1997
Bsc (hons), Geogrpahy
Lloyds TSB December 1997 - April 2010
Education
University of Greenwich 1994 — 1997
Bsc (hons), Geogrpahy
Christopher Hendrix's Lloyds TSB Experience September 2011 - December 2011
Job Associate Chase Capital at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase June 2012 - December 2013
Lloyds TSB September 2011 - December 2011
Sumitomo Mitsui Banking Corporation June 2011 - August 2011
Lloyds TSB January 2011 - April 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Credit Analysis, Investments, Private Equity, Corporate Finance, Project Finance, Credit, Finance
Education
Fordham University 2008 — 2012
Syracuse University - Strasbourg France 2010 — 2010
French, Economics of the EU, Russia & Eastern European Studies
JPMorgan Chase January 2014 - Present
JPMorgan Chase June 2012 - December 2013
Lloyds TSB September 2011 - December 2011
Sumitomo Mitsui Banking Corporation June 2011 - August 2011
Lloyds TSB January 2011 - April 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Credit Analysis, Investments, Private Equity, Corporate Finance, Project Finance, Credit, Finance
Education
Fordham University 2008 — 2012
Syracuse University - Strasbourg France 2010 — 2010
French, Economics of the EU, Russia & Eastern European Studies
Enrique Jauregui's Lloyds TSB Experience May 2008 - August 2008
Job Analyst at COFE Properties, LLC.
Industry Real Estate
Experience
COFE Properties August 2011 - Present
MBAF May 2010 - August 2010
Lloyds TSB May 2008 - August 2008
Skills
Commercial Real Estate, Accounting, Financial Analysis, Excel, PowerPoint, Information Systems, Due Diligence, Underwriting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
BS, Finance Accounting Information Systems
Belen Jesuit 2000 — 2007
COFE Properties August 2011 - Present
MBAF May 2010 - August 2010
Lloyds TSB May 2008 - August 2008
Skills
Commercial Real Estate, Accounting, Financial Analysis, Excel, PowerPoint, Information Systems, Due Diligence, Underwriting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
BS, Finance Accounting Information Systems
Belen Jesuit 2000 — 2007
Anita Gray's Lloyds TSB Experience May 2004 - September 2005
Job Relationship Manager / Director, Oil & Gas group, Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank November 2008 - Present
Standard Chartered Bank September 2005 - November 2008
Lloyds TSB May 2004 - September 2005
Bank for International Settlements September 2002 - April 2004
Bank of England June 2000 - August 2001
Skills
Commercial Banking, Credit Risk, Economic Research, Credit Analysis, Relationship Management, Retail Banking
Education
The London School of Economics and Political Science (LSE) 2003 — 2003
Econometrics and Quantitative Economics
Cass Business School 1998 — 2002
BSc, Finance
Standard Chartered Bank November 2008 - Present
Standard Chartered Bank September 2005 - November 2008
Lloyds TSB May 2004 - September 2005
Bank for International Settlements September 2002 - April 2004
Bank of England June 2000 - August 2001
Skills
Commercial Banking, Credit Risk, Economic Research, Credit Analysis, Relationship Management, Retail Banking
Education
The London School of Economics and Political Science (LSE) 2003 — 2003
Econometrics and Quantitative Economics
Cass Business School 1998 — 2002
BSc, Finance
Vanessa San Vicente's Lloyds TSB Experience February 2004 - November 2004
Job Compliance at Banco Santander
Industry Banking
Experience
Banco Santander October 2007 - Present
Miami December 2004 - September 2007
Lloyds TSB February 2004 - November 2004
Education
Florida International University 2000 — 2001
Masters, International Business
Universidade de São Paulo / USP 1994 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
Banco Santander October 2007 - Present
Miami December 2004 - September 2007
Lloyds TSB February 2004 - November 2004
Education
Florida International University 2000 — 2001
Masters, International Business
Universidade de São Paulo / USP 1994 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
Karen Ngai's Lloyds TSB Experience April 2003 - March 2006
Job Vice President at SMBC Nikko Securities America, Inc.
Industry Banking
Experience
SMBC Nikko Securities America, Inc. August 2014 - Present
Portigon AG (f/k/a WestLB) March 2006 - January 2013
Lloyds TSB April 2003 - March 2006
ING November 1999 - March 2003
Bank of America (f/k/a NationsBank) November 1997 - November 1999
Skills
Structured Finance, Securitization, Credit Analysis, Underwriting, Due Diligence, Portfolio Management, Trading, Asset Based Lending, ABS, Credit, Loans, Finance, Investments
Education
New York University
Bachelor of Arts (B.A.), Economics
SMBC Nikko Securities America, Inc. August 2014 - Present
Portigon AG (f/k/a WestLB) March 2006 - January 2013
Lloyds TSB April 2003 - March 2006
ING November 1999 - March 2003
Bank of America (f/k/a NationsBank) November 1997 - November 1999
Skills
Structured Finance, Securitization, Credit Analysis, Underwriting, Due Diligence, Portfolio Management, Trading, Asset Based Lending, ABS, Credit, Loans, Finance, Investments
Education
New York University
Bachelor of Arts (B.A.), Economics
Catherine Petrone's Lloyds TSB Experience August 1978 - April 1996
Job Administrative Support
Industry Banking
Experience
Erste Group Bank AG 1996 - 2012
Lloyds TSB August 1978 - April 1996
Education
Pace University - Lubin School of Business 1985 — 1995
Bachelor of Science (BS), Business/Commerce, General
Erste Group Bank AG 1996 - 2012
Lloyds TSB August 1978 - April 1996
Education
Pace University - Lubin School of Business 1985 — 1995
Bachelor of Science (BS), Business/Commerce, General
KIRA CASTANEDA's Lloyds TSB Experience April 1999 - October 2003
Job Secretaria Gerencia en 65MUFFLER SHOP
Industry Transportation/Trucking/Railroad
Experience
65MUFFLER SHOP December 2007 - Present
Chiquita 2003 - 2007
Lloyds TSB April 1999 - October 2003
Education
Universidad Francisco Marroquín 1998 — 2003
Licenciatura en Admin de Negocios, Negocios
65MUFFLER SHOP December 2007 - Present
Chiquita 2003 - 2007
Lloyds TSB April 1999 - October 2003
Education
Universidad Francisco Marroquín 1998 — 2003
Licenciatura en Admin de Negocios, Negocios
Nora Smith's Lloyds TSB Experience December 2010 - September 2012
Job Sr. Technical Recruiter at Anagh Technologies Inc
Industry Information Technology and Services
Experience
Anagh Technologies Inc 2013 - Present
Lloyds TSB December 2010 - September 2012
Marks and Spencer January 2008 - October 2010
Skills
Front End Developers, User Interface, PHP, Web Development, Web Design
Education
Oxford Brookes University 2008 — 2010
Master of Science (MS), Business Administration and Management, General
Visvesvaraya Technological University 2004 — 2008
Bachelor of Engineering (B.E.), Computer Science
Anagh Technologies Inc 2013 - Present
Lloyds TSB December 2010 - September 2012
Marks and Spencer January 2008 - October 2010
Skills
Front End Developers, User Interface, PHP, Web Development, Web Design
Education
Oxford Brookes University 2008 — 2010
Master of Science (MS), Business Administration and Management, General
Visvesvaraya Technological University 2004 — 2008
Bachelor of Engineering (B.E.), Computer Science
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
Merrill Edge
CIBC Wood Gundy