Macquarie Bank
Industry: Investment banking company
DescriptionMacquarie Group Limited is an Australian multinational independent investment bank and financial services company. CEO: Shemara Wikramanayake (1 Dec 2018–) Headquarters: Sydney, Australia Assets under management: 496.7 billion AUD (2018) Subsidiaries: Thames Water, Macquarie Research, Arqiva,
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Macquarie Bank Employees
Elo Touch Solutions 2014 - Present
Consider It Joy Baking 2014 - Present
FleetPride 2013 - 2014
McWane Global 2011 - 2013
Macquarie Bank 2006 - 2011
Regions Financial Corporation 2005 - 2006
Skills
Mergers & Acquisitions, Debt & Equity Financing, Financial Planning &..., Complex Financial..., Project Management, Cross-functional Team..., Problem Solving, Workflow Efficiency, International Finance, Financial Analysis, Valuation, Credit Analysis, Financial Modeling, Investment Banking, Finance, Corporate Finance
Education
INSEAD 2008 — 2010
Master of Finance, Investment Banking
University of Alabama at Birmingham 2004 — 2006
Bachelor of Science with Honors in Business, Finance
BMO Financial Group September 2013 - Present
Macquarie Bank January 2010 - September 2012
RBC Dexia Investor Services May 2007 - January 2010
Endeavour Volunteer Consulting for Non-Profits (Endeavour) 2009 - 2010
Skills
Financial Analysis, Corporate Finance, Business Analysis, Risk Management, Financial Reporting, Financial Modeling, Project Management, Bloomberg, Derivatives, Equities, Valuation, Finance, Strategic Financial..., Leadership, Investment Banking
Education
Queen's University 2012 — 2013
MBA
York University 2003 — 2007
BAS, Accounting
Yelp 2014 - Present
Oac January 2011 - August 2013
Estee Lauder Companies October 2009 - December 2010
Deutsche Bank October 2008 - April 2009
Macquarie Bank October 2006 - May 2008
Australian Securities Exchange (ASX) January 2005 - December 2005
Australian Securities Exchange (ASX) August 2004 - January 2005
Skills
Recruitment, Employee Engagement, Employee Relations, Performance Management, Executive Coaching, Talent Management, Onboarding, Learning & Development, Training Delivery, Award Interpretation, Succession Planning, Remuneration, Employee Recognition, HR Consulting, HR Policies, HRIS, Workers Compensation, Work Health & Safety, Recruiting, Management, Personnel Management, Change Management, Deferred Compensation, Talent Acquisition, Human Resources, Employee Benefits, Training & Development
Education
Macquarie Graduate School of Management
Master of Business Administration (MBA)
Southern Cross University
Bachelor of Business, Double Degree: Human Resources Management & Management
3Red Trading October 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - September 2015
Infinium Capital Management September 2002 - November 2013
Macquarie Bank 1998 - 2002
Bankers Trust 1998 - 1999
Education
Lake Forest College 1994 — 1998
Bachelor of Arts (BA)
Cypress Lake High School 1990 — 1994
Wave Crest Group, Ltd. November 2011 - Present
FIS Global June 2008 - October 2011
Macquarie Mortgages USA, Inc. January 2008 - May 2008
Macquarie Bank January 2008 - May 2008
Smith, Gambrell & Russell, LLP May 2006 - December 2007
Akerman Senterfitt May 2004 - May 2006
United States District Court, Middle District of Florida May 2003 - May 2004
Oglethorpe Power Corporation May 1996 - August 2000
Skills
Corporate Law, Payment Systems, Licensing, Legal Compliance, Electronic Payments, Commercial Litigation, Intellectual Property, Corporate Governance, Joint Ventures, Dispute Resolution, Due Diligence, Mediation, Civil Litigation, AML, Financial Regulation, Payment Card Processing, Debit Cards, Strategic Partnerships, Private Equity, Finance, Payments, Negotiation, Financial Services, Start-ups, Contract Negotiation, Venture Capital, Executive Management, Litigation, Risk Management, Arbitration, Mobile Payments
Education
Indiana University School of Law—Bloomington 2000 — 2003
J.D., Law
Bucerius Law School - Hamburg, Germany 2002 — 2002
Law
The University of Georgia 1991 — 1996
Bachelor of Science
capSpire, Inc June 2013 - Present
Macquarie Bank June 2012 - June 2013
Allegro Development June 2009 - June 2012
The Dow Chemical Company February 2005 - June 2009
The Dow Chemical Company June 2000 - February 2005
Ford Motor Company 1999 - 1999
Hewlett-Packard (EDS) January 1996 - August 1998
Skills
Commodity Risk..., Risk Management, Derivatives, Hedging, Derivatives Trading, Option Pricing Models, Options, Commodity, Trading, Agriculture, Precious Metals, Plastics, Fundamental Analysis, Technical Analysis, Equity Trading, Financial Modeling, Financial Analysis, Forecasting, Corporate Finance, Valuation, Financial Reporting, Training Delivery, Business Objects, SAP, Cognos, SQL, Fixed Income, Internal Controls, Auditing, Commodity Markets, Internal Audit, Accounting, Bloomberg, Treasury, ETRM, Energy Markets, Strategy, Finance, VAR, Market Risk, Energy, Options Strategies, Business Strategy, Trading Systems, Treasury Management, FX Options, Positive Behavior...
Education
Michigan State University - The Eli Broad College of Business 1998 — 2000
MBA, Finance, Supply Chain Management
University of Michigan-Dearborn 1991 — 1995
BBA, Accounting
Goldman Sachs January 2011 - Present
Macquarie Bank January 2008 - October 2010
Skills
Office Management, Administrative..., Outlook, Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Customer Service, Social Media, Event Management, Salesforce.com, Human Resources, Mac, Financial Services, Project Management, Sales, OS X, Adobe Creative Suite, Photoshop, Travel Arrangements, Calendars, Access, Baking, Event Planning, Parties
Education
School of Visual Arts 2004 — 2005
Fine Arts, Graphic Design, Advertising
Ringling College of Art and Design 2003 — 2004
Fine Arts
AccuShares June 2014 - Present
Mizuho Securities USA Inc. October 2012 - March 2014
Newedge August 2009 - September 2012
Macquarie Bank May 2008 - August 2009
Morgan Stanley June 2003 - May 2008
Deutsche Bank Securities June 1999 - June 2003
Skills
Hedging, Arbitrage, Securities Lending, Trading Strategies, ETFs, Trading, Market Making, Back Office, Market Data, Valuation, Currency, Financial Risk, Technical Analysis, Foreign Exchange, Market Risk, Settlement, Risk Management, Structured Finance
Education
Loyola University Maryland 1996 — 2000
Mathematics
Pace University
Pace University
Pace University
Keller Williams Realty May 2014 - Present
Macquarie Bank November 2007 - April 2013
RKF August 2001 - August 2004
Skills
Vendor Management, Operations Management, Process Improvement, Change Management, Business Process..., Project Delivery, Risk Management, Banking, Business Analysis, Stakeholder Management, Financial Services, Equities, Shared Service Center, Team Building, Staff Development, Incident Management, Troubleshooting, Issue Resolution, Mergers & Acquisitions, Strategic Planning, Program Management, Project Management, Outsourcing, Strategy, Management, Leadership
Education
Northeastern University 1996 — 2001
BS, Human Resources; Communication
VS South High
AIA Worldwide September 2013 - Present
Citi February 2012 - April 2013
Citi May 2011 - February 2012
Macquarie Bank September 2006 - July 2010
Skills
Customer Service, Financial Analysis, Customer Retention, Banking, Credit, Leadership, Digital Marketing, Advertising, Online Advertising, Digital Media
Education
Macquarie University 2005 — 2010
Bachelor of Arts with a Bachelor of Laws
Utrecht University 2010 — 2010
International Exchange Program
Ravenswood School For Girls 2000 — 2004
HSC, Law, Human Geography
a Premier Hedge Fund in CT March 2014 - December 2014
Citigroup February 2013 - November 2013
GJ Gaffney LLC September 2012 - February 2013
Royal Bank of Scotland August 2011 - September 2012
Macquarie Bank February 2010 - July 2011
Smith Barney October 2006 - September 2009
Citi 2004 - 2006
Webster Bank 2005 - 2005
Citigroup 2004 - 2004
Financial Security Assurance 2000 - 2004
Skills
Operational Risk, Enterprise Risk..., Business Process..., Process Control, Internal Audit, Compliance Testing, Control Systems Design, Risk Assessment, AML, Process Improvement, Risk Management, Financial Risk, Internal Controls, Operational Risk..., Financial Services, Management, Cross-functional Team..., Analysis, Banking, Management Consulting, Anti Money Laundering
Education
New York University 1996 — 1998
Masters, Performance and Information Systems Audit
Safari Energy, LLC December 2014 - Present
Taymic Consulting LLC December 2012 - December 2014
Viseon Energy LLC May 2012 - November 2012
SBA*Consulting Ltd January 2011 - May 2012
Abatis Capital LLC August 2008 - December 2011
AllCapital (US) 2007 - 2008
Macquarie Bank 1990 - 2007
Skills
Private Equity, Due Diligence, Structuring, Investment Banking, Energy, Renewable Energy, Project Finance, Financial Structuring, Investments, Valuation, Equities, Mergers & Acquisitions, Funding, Structured Finance, Financial Modeling, Corporate Finance, Asset Management, Hedge Funds, Syndications, Finance, Private Placements, IPO, Restructuring, Venture Capital, M&A experience, Leveraged Finance, Joint Ventures, Corporate Development
Education
Monash University 1988 — 1989
Dip. Comm. Law, Taxation Law
University of Adelaide 1980 — 1985
LLB, Law
University of Adelaide 1980 — 1985
BEc, Economics, Accounting
Westminster School 1975 — 1979
SpotRight Inc. July 2012 - Present
Spot Influence 2010 - July 2012
Macquarie Bank February 2010 - October 2010
Cisco Systems April 2003 - September 2009
Cisco Systems January 2000 - April 2003
Cisco Systems September 1996 - January 2000
EDS Group 1994 - September 1996
Knowledge Based Systems Inc 1993 - 1994
Skills
Software Development, Scala, Perl, Java, C, Linux, Solaris, Cassandra, Hadoop, Management, Big Data, MapReduce, NoSQL, Bash, Git, Problem Solving, Unix, Mentoring
Education
Texas A&M University 1986 — 1993
B.S., Computer Science, Major: Computer Science, Minor: Mathematics
Unilever 2012 - Present
Bridgewater Associates 2011 - 2012
Macquarie Bank 2010 - 2011
JPMorgan Chase 2009 - 2010
Goldman Sachs 2005 - 2009
Skills
Derivatives, Commodity, Equities, Risk Management, Investment Banking, Asset Management, FX, Economics, Bloomberg, Capital Markets, Hedge Funds, Series 7, Fixed Income, Financial Markets, Financial Modeling, Trading, Quantitative Finance, Portfolio Management, Investments, Options, Securities, Structuring, Asset Allocation, Investment Strategies, Commodities, Private Banking, Supply Chain, Procurement, Commodity Risk..., Energy, Energy Industry, Oil/Gas, Oil Analysis, Oil Trading, Trading Strategies, Hedging
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Masters, Business Administration
Lehigh University 2001 — 2005
B.S., Information and Systems Engineering
Morgan Stanley July 2013 - Present
Morgan Stanley June 2010 - July 2013
Macquarie Bank November 2006 - August 2008
St George Bank July 2005 - November 2006
IBM 2003 - 2005
St George Bank February 2001 - December 2003
Skills
IT Strategy, Strategy, Mobile Applications, Business Strategy, Website Development, Product Management, Business Development, Program Management, Analytics, Brand Development, Project Management, Executive Management, Java, Software Project..., Financial Services, Agile Methodologies, Retail Banking, Venture Capital, Market Analysis, Java Enterprise Edition, Agile, Mergers & Acquisitions, Relational Databases, Management, CRM, Requirements Analysis, self serve wealth..., Start-ups, private banking, Business Intelligence, Business Analysis, Management Consulting, Strategic Partnerships, SOA, SaaS, Mobile Devices, Enterprise Software, Business Process..., Competitive Analysis, Cross-functional Team..., Product Marketing, SDLC, Financial Modeling, Sales, Software Development, DJ, Enterprise Architecture, Entrepreneurship, Analysis, J2EE
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, General Management
UNSW Australia 2001 — 2003
Masters of Technology Management, Management, Software Development
University of New South Wales 1998 — 2000
Bachelor of Computer Science, Computer Science
Hogwarts School of Witchcraft and Wizardry 1990 — 1996
Ordinary Wizarding Level, Potions
Partners Group 2015 - Present
Merrill Lynch June 2014 - August 2014
Guosen Securities January 2012 - August 2013
Guosen Securities November 2009 - December 2011
Macquarie Bank June 2008 - August 2008
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration, Concentrations in Finance, Accounting and Strategic Management
London School of Economics and Political Science 2006 — 2009
BSc, Economics
Sherborne School for Girls 2001 — 2006
United Kingdom, GCSEs and A-Levels, A*/A
Belilios Public School 庇理羅士女子中學 1999 — 2001
Hong Kong, Secondary Education
Antero Resources Corporation 2012 - Present
Imperial College London / EMR Capital 2009 - 2012
Macquarie Capital (USA) Inc. 2006 - 2008
Standard New York Securities Inc. 2004 - 2006
Bear Stearns 1999 - 2001
Lehman Brothers 1995 - 1999
Macquarie Bank 1990 - 1993
Skills
Corporate Finance, Valuation, Private Equity, Oil/Gas, Corporate Development, Strategic Planning, Business Strategy, Mergers, Capital Markets, Mergers & Acquisitions, Finance, Investments, Strategy, Equities, Investment Banking, Project Finance
Education
Imperial College London 2009 — 2010
Master of Science - Metals & Energy Finance (with Distinction)
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration
University of Technology, Sydney 1990 — 1992
Master of Business
University of Technology, Sydney 1987 — 1989
Bachelor of Business
Goldman Sachs November 2011 - Present
Macquarie Bank May 2010 - October 2011
Macquarie Bank June 2008 - April 2010
Skills
Requirements Gathering, Application Support, Project Management, Testing, Middle Office, ITIL, SDLC, Incident Management, Business Analysis, Vendor Management, Project Delivery, Infrastructure, Unix, IT Operations, Investment Banking, Risk Management, Disaster Recovery, Requirements Analysis, IT Service Management, Analysis
Education
New York University 2006 — 2008
MS, Information Systems
University of Mumbai 2002 — 2006
BS, Computer Engineering
21st Century Oncology December 2009 - Present
Macquarie Bank August 2004 - July 2009
Macquarie Group 2006 - 2009
First Tennessee Bank June 2001 - August 2004
Response Oncology May 2000 - June 2001
International Paper May 1998 - March 2000
Skills
Internal Controls, GAAP, Financial Analysis, Financial Modeling, Managerial Finance, Cognos, TM1, Analysis, Auditing, Management, Credit Risk, Financial Reporting, Accounting, Finance, Strategic Planning, Portfolio Management, Forecasting, Cost Accounting, Budgets, Variance Analysis, Executive Management, PeopleSoft, US GAAP, Start-ups, Derivatives, Mergers & Acquisitions, IFRS, Internal Audit, Due Diligence, Financial Accounting, SEC filings, Strategy, Capital Markets, Financial Services, Financial Risk
Education
The Johns Hopkins University 1995 — 1997
MS, Finance and Mangement
University of Alabama at Birmingham 1994 — 1995
MBA, MBA
University of Central Arkansas 1990 — 1994
BS, Biochemistry
JSL Software Solutions Inc. February 2013 - Present
Macquarie Bank September 2009 - February 2013
Scotiabank June 2004 - September 2009
Scotiabank December 1999 - June 2004
Scotiabank July 1997 - December 1999
Scotiabank July 1995 - July 1997
ATT&T Canada (formally UNITEL Communications) May 1993 - July 1995
Skills
Integration, Program Management, Team Leadership, Risk Management, Leadership, IT Strategy, Management, Retail Banking, SDLC, Strategic Planning, Budgets, Mergers & Acquisitions, Wealth Management, ITIL, Executive Management, Credit Cards, Commercial Banking, Financial Analysis, Acquisition Integration, Building Relationships, Core Banking, Compliance, Leading Change, Divestitures, Collaborative Leadership, Technical Leadership, Start-ups, Internet Banking, Cash Management, Insurance, Mentoring, Leadership Mentoring, Building Strong Teams, Public Speaking, Investment Products, ETL, Trade Finance, Anti-Money Laundering..., CRM software, Mainframe, Network Architecture, Call Center, Disaster Preparedness, Communication, Agile Methodologies, Banking, Change Management
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2009
MBA
Western University 1990 — 1993
BA, Economics
Apple April 2015 - Present
Amazon June 2014 - April 2015
Capital Markets CRC Limited December 2012 - June 2014
Sirca June 2012 - November 2012
Macquarie Group May 2011 - May 2012
Macquarie Bank December 2007 - April 2011
Skills
Java, Python, JavaScript, AngularJS, SQL, Java Enterprise Edition, Django, Cassandra, Scala, Software Development, Hibernate, Test Driven Development, Agile Methodologies, ElasticSearch, Spring, Unix Shell Scripting, Unix, Databases, Perl, C++, XML, Distributed Systems, Web Services, Tomcat, Ruby on Rails, Scrum, Cucumber, Dojo, Software Engineering, Git, Software Design, MySQL, Amazon Web Services..., Hadoop, HBase, Hive, JSP, Web Applications, Lucene, GWT, jQuery, jQuery UI, JUnit, Puppet, AJAX, Maven, Cloud Computing, Subversion
Education
University of Sydney 2010 — 2012
Master's degree, Information Technology
TAFE 2009 — 2011
French Certificate I - IV, French Studies, Certificate I, II, III, IV
University of Technology, Sydney 2007 — 2008
Bachelor of Science (BSc), Information Technology
South China University of Technology 2004 — 2007
Bachelor of Science (BSc), Computer Science
Abbott Laboratories November 2014 - Present
Abbott September 2012 - Present
Abbott Laboratories August 2011 - September 2012
Macquarie Bank March 2010 - August 2011
Relational Technology Solutions August 2008 - March 2010
Siemens Building Technologies 2000 - 2008
Siemens 2000 - 2008
Transamerica 1998 - 2000
Education
Illinois State University
Bachelor of Science, Finance
rolling meadows high school
NYNJ Link Developer LLC November 2013 - Present
Skyway Concession Company LLC January 2009 - November 2013
ITR Concession Company, LLC January 2009 - November 2013
Elizabeth River Crossings OpCo, LLC November 2011 - April 2012
Macquarie Bank December 2006 - December 2008
Macquarie Group October 2003 - December 2006
AOL June 1998 - February 2003
AOL August 1996 - June 1998
Skills
Financial Reporting, Risk Management, Strategy, Real Estate Development, Managerial Finance, Investments, Cash Management, Treasury, Management, Mergers, Financial Analysis, Financial Modeling
Education
The Johns Hopkins University - Carey Business School 2000 — 2002
MS, Finance
West Virginia University 1992 — 1996
BS, Finance
Newcastle Technical Institute 1990 — 1991
Associate's degree, Surveying Engineering
Industrial Income Trust & Industrial Property Trust April 2015 - Present
JLL March 2009 - April 2015
Macquarie Bank March 2007 - November 2008
CB Richard Ellis February 2005 - March 2007
ZenithOptimedia August 2000 - May 2005
Skills
Construction Management, Commercial Property..., Sustainability, Facilities Management, Project Management, Real Estate, Property Management, Corporate Real Estate, Strategic Planning, Contract Negotiation, Asset Managment, New Business Development, Strategy, Business Development, Asset Management, Management, Construction, Project Delivery, Budgets, Vendor Management, Leadership, CRM, Contract Management, Real Estate Development, Portfolio Management, Due Diligence, Disposition, Commercial Real Estate, Lease Administration, Location Intelligence, Tenant, Negotiation, Project Planning, LEED, Operations Management, Leases, Program Management, Finance, Real Estate Transactions
Education
Rutgers University
Bachelor of Arts (B.A.), Economics
Saint Peter's Prep, Jersey City, NJ
High School Diploma
IBM Canada Ltd. August 2010 - Present
Deluxe Laboratories May 2008 - April 2010
Patheon March 2004 - April 2008
CTS Interconnect System Co. Ltd. March 2001 - January 2003
Motorola CPG / CTS China – Wireless October 1999 - February 2001
Motorola CPG / CTS China – Wireless September 1998 - September 1999
Macquarie Bank September 1996 - July 1998
Skills
Forecasting, Financial Analysis, Financial Reporting, Accounting, Analysis
Education
Nankai University 1992 — 1996
Bachelor of Economics,, Management
Macquarie Bank July 2006 - Present
Macquarie Energy, LLC July 2006 - Present
Macquarie Energy, LLC July 2009 - April 2010
Skills
Trading, Energy, Financial Markets, Derivatives, Capital Markets, Investments, Investment Banking, Portfolio Management, Commodity, Economics, Hedging, Finance, Commodity Markets
Education
Santa Clara University 2002 — 2006
BS, Economics, Political Science
Bank of America 2010 - Present
Macquarie Bank 2007 - 2009
Intervest Mortgage 2002 - 2007
Washington Mutual 2002 - 2002
Business Development Bank of Canada 1998 - 2001
Bank of Montreal 1997 - 1998
Skills
Construction Loans, Real Estate
Education
Simon Fraser University
MBA
The University of British Columbia
Bachelor of Commerce
University of Washington
Professional Development
Barclays Investment Bank October 2014 - Present
Evercore Partners July 2010 - October 2014
Macquarie Bank December 2009 - June 2010
Fox-Pitt Kelton June 2008 - November 2009
Kaufman Bros. March 2008 - June 2008
New York Private Bank & Trust FSB January 2005 - March 2008
Federated Investors August 2000 - January 2005
Paine Webber June 1999 - August 2000
Skills
Mergers, Competitive Analysis, Equity Research, Valuation, Asset Managment, Investment Research, Bloomberg, Financial Modeling, Capital Markets, Equities, Hedge Funds, Series 7, Investment Banking, Private Equity, Equity Valuation, Investments, Financial Analysis, DCF, Investment Management, Securities, Financial Statement..., Financial Markets, Value Investing, Investment Strategies, Fundamental Analysis, Financial Research, Sell Side, Mutual Funds, Asset Management, Bonds, Corporate Finance, Banking, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Management
Pace University 1996 — 2000
BBA, Finance
Macquarie Bank May 2008 - Present
MacDougall February 2007 - February 2008
MacDougall February 2005 - December 2005
BMO Nesbitt Burns February 2004 - February 2005
BMO Nesbitt Burns January 2003 - February 2004
Wall Street Institute April 2002 - August 2002
Skills
Management, CRM, Account Management, Equities, Marketing, Finance, Sales, Sales Management, Capital Markets, Business Strategy, Reporting & Analysis, Accounting, Strategy
Education
Wilfrid Laurier University 2007 — 2010
Master, Master of Business Administration
Western Sydney University 2006 — 2006
Master, Master of Professional Communication
Seneca College of Applied Arts and Technology 2005 — 2006
Corporate communications, Communication and Media Studies
University of Toronto - Innis College 1999 — 2003
Honours Bachelor of Science, Human Biology & Nutrition
twoXAR July 2014 - Present
Thyme Labs Incorporated June 2013 - June 2014
MIT Sloan September 2012 - June 2014
Independent Consulting July 2011 - June 2014
UCSD Alumni September 2010 - October 2011
Macquarie Bank May 2007 - September 2011
UCSD Triathlon October 2007 - February 2011
UCSD Financial Professionals Network 2008 - 2011
UCSD School of Medicine 2006 - 2007
Warren Residential Life 2006 - 2007
Skills
Entrepreneurship, Venture Capital, Private Equity, Investments, Due Diligence, Data Analysis, Alumni Relations, Analysis, Sustainability, Marketing, Clean Technology, International Project..., Data Visualization, Leadership, Asset Managment, Report Design, Report Writing, Strategy, Business Strategy, Start-ups, Corporate Development, Project Management, Social Networking, Valuation, Research, Financial Modeling, Quantitative Analytics, Social Media, Mergers, Cleantech, Renewable Energy, Corporate Finance, Project Finance, Social Media Outreach, Investment Banking, Strategic Planning, Emerging Markets, Financial Analysis, Business Planning, Economics
Education
Stanford University 2014 — 2016
Biodesign
Massachusetts Institute of Technology - Sloan School of Management
MBA, Entrepreneurship/Entrepreneurial Studies
Tsinghua University 2012 — 2012
Chinese Language Program, Mandarin
University of California, San Diego 2003 — 2007
B.A., Economics
University of California, San Diego 2003 — 2007
B.S., Biochemistry & Cell Biology
Westlake High
IBM Canada at TD Bank December 2014 - Present
McCarthy Tétrault February 2014 - September 2014
Blake, Cassels & Graydon LLP June 2011 - June 2013
Global International Credit & Collection Inc. Canada March 2010 - May 2011
Macquarie Bank September 2009 - December 2009
RBC Dexia Investor Services July 2008 - November 2008
RBC Royal Bank January 2007 - June 2008
Saudi Pak Bank December 2005 - April 2006
MCB Bank Limited October 2005 - December 2005
Computer Research Pvt Ltd January 2002 - September 2005
Skills
SSIS, Microsoft SQL Server, Crystal Reports, Databases, Oracle, SQL, Toad, ASP.NET, .NET, Visual Basic, Access, Java, Unix, Web Applications, Software Development, DB2, JavaScript, ASP, HTML, AJAX, MySQL, jQuery, Troubleshooting, Visual Studio, User Acceptance Testing, Requirements Gathering, T-SQL, SSRS, Programming, Data Migration, Web Services, Systems Analysis, C#, Database Design, Requirements Analysis, SDLC, SharePoint, Visio, VB.NET, Technical Support, Business Analysis
Education
Karachi University 1994 — 1996
B.COM, Bachlor Of Commerce
Petromen Institute of Advance Computing, Karachi-Pakistan 1994 — 1996
2 Year Diploma, Computer Science
Partender - Food & Bar Inventory. In 15 mins. #500Strong January 2015 - Present
Societe Generale July 2014 - January 2015
Société Générale June 2013 - August 2013
The Clearing House June 2012 - August 2012
Macquarie Bank June 2011 - August 2011
Skills
Product Development, Social Media Marketing, Start-ups, Entrepreneurship, Accounting, Market Research, Social Skills, Marketing Strategy, Product Design, Start-up Consulting, Investment Banking, Corporate Finance, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
B.S, Finance; Accounting
GSO Capital Partners March 2012 - Present
Macquarie Bank April 2010 - March 2012
Newedge USA LLC January 2009 - April 2010
Fortress Investment Group March 2008 - January 2009
Barclays Capital August 2007 - March 2008
Barclays Capital May 2001 - August 2007
N/A 1980 - 1994
Skills
C#, Software Development, Risk Management, Credit Derivatives, Fixed Income, Bloomberg, Project Management, Visio, Options, Equities, FX Options, Trading Systems, Investment Banking, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, finance
The Cooper Union for the Advancement of Science and Art 1997 — 2001
BSE, Engineering
Brentwood High School 1993 — 1997
Honors Regents
Macquarie Bank September 2010 - August 2013
Centric Wealth February 2009 - September 2010
Macquarie Bank February 2006 - November 2008
Australian Army November 1992 - April 1998
Skills
Financial Planning, Retirement Planning, Wealth Management, Risk Management, Financial Advice, Pensions, Estate Planning, Retirement, Superannuation, Word, Investment Advisory, Equities, Investment Strategies, Asset Allocation, Investments, Securities, Portfolio Management, Alternative Investments, Financial Markets, Financial Services, Derivatives, Financial Risk, Structured Products, Options, Banking
Education
Macquarie University 2009 — 2014
Applied Finance and Accounting, Accounting, Finance
Kurri Kurri High School 1985 — 1990
University of Southern California August 2008 - May 2010
Dell June 2009 - August 2009
Macquarie Bank June 2006 - May 2008
IBM January 2004 - November 2004
IBM December 2000 - December 2003
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Finance
Korea University 1994 — 2001
Bachelor, Mechanical Engineering
Magnolia Bank February 2015 - Present
InHouse Solutions May 2011 - September 2014
Brightgreen Home Loans June 2009 - February 2011
Credit Suisse 2007 - 2008
DeepGreen Financial 2005 - 2006
Macquarie Bank 2002 - 2005
Quality Mortgage-Amresco Corp 1993 - 1998
Mission Valley Bank 1988 - 1989
Skills
Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Loan Origination, Banking, Loans, Refinance, Appraisals, Management, Residential Mortgages, Communication, USDA, FHA, Customer Service, Credit, Real Estate Financing, Reverse Mortgages, Credit Analysis, Underwriting, Real Estate Economics, Team Building
Education
University of Idaho 1982 — 1984
economics, business
North Idaho College 1977 — 1979
AA, business
eBay Inc January 2015 - Present
eBay July 2012 - December 2014
The Ohio State University June 2011 - May 2012
Macquarie Bank September 2009 - August 2010
Merrill Lynch July 2008 - June 2009
Kotak Mahindra Bank July 2007 - June 2008
Skills
Analytics, Business Strategy, Market Research, Business Analysis, Financial Modeling, Cross-functional Team..., SQL, E-commerce, Forecasting, Predictive Analytics, Data Analysis, Data Mining, Consumer Internet, People Skills, Leadership, Project Management, Finance, Retail, Valuation, Segmentation, Risk Management, A/B testing, Management, Analysis, Strategy, SAS
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Finance & Strategy, 3.7
Indian Institute of Technology, Kanpur 2003 — 2007
B Tech, Material Science
Harvard Kennedy School June 2015 - Present
Bloomberg LP June 2012 - April 2014
Bloomberg News September 2010 - October 2012
Thomson Reuters May 2008 - September 2010
Macquarie Bank December 2007 - May 2008
Skills
Journalism, Internal Communications, Mandarin, Chinese, Bloomberg Terminal, Public Relations, Editing, News Writing, Storytelling, Politics, Public Speaking, Strategic Communications, Copy Editing, Social Media, Press Releases, Corporate Communications, New Media, Media Relations, Editorial, Research, Blogging, International Relations, Economics, Crisis Communications
Education
Harvard University 2014 — 2015
Master’s Degree, Public Administration
Peking University 2004 — 2006
M.A., Communications
Single Family Office August 2013 - Present
Willet Irving June 2008 - Present
SunMoon Capital Management, LLC April 2014 - May 2015
BBVA November 2011 - July 2012
BBVA December 2010 - December 2011
Macquarie Bank October 2007 - April 2008
Morgan Stanley October 2005 - October 2007
Lehman Brothers October 2004 - October 2005
Ernst & Young January 2003 - October 2004
GE Power Conversion August 2002 - January 2003
Skills
Fixed Income Strategies, Derivatives, Financial Structuring, Business Modeling, Venture Capital, Startup Development, Accounting, Investment Strategies, Capital Markets, Fixed Income, Trading, Investments, Structured Products, Asset Management, Hedge Funds, Options, Investment Management
Education
Penn State University 1999 — 2003
Bachelor's degree, Accounting and Finance
21st Century Digital ® May 1996 - Present
21st Century Digital ® May 1996 - Present
Experience in: Legal/Compliance• Financial Services• Intellectual Property 2011 - April 2014
Macquarie Bank January 2009 - May 2009
New York County Lawyers Association 2009 - 2009
New York State Unified Court System January 2008 - May 2008
Financial Industry Regulatory Authority August 2007 - December 2007
Bear Stearns August 2005 - August 2006
Skills
General Administrative..., General Office Skills, Computer Proficiency, Legal Research, Microsoft Office, Office Administration, General Operations, Adobe, Trademarks, Analysis, Research, Intellectual Property, Banking Law, Creativity, Carpentry, Labor, Travel, Fitness, Trials, Corporate Governance, Appeals, AML, Civil Litigation, Due Diligence, Management, Legal Writing, Leadership, Litigation
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Masters of Business Administration, General Management
New York Law School 2006 — 2009
Juris Doctorate, Legal/Compliance, Financial Services, IP, Telecom
LIU Brooklyn 1991 — 1991
United Nations
Humana August 2015 - Present
Humana January 2014 - August 2015
Humana January 2013 - January 2014
Humana June 2011 - January 2013
AutoZone November 2005 - June 2011
Macquarie Bank September 2004 - November 2005
Law Offices of Dan Consuegra September 2003 - May 2004
Skills
Contract Negotiation, Contract Management, Corporate Governance, Intellectual Property, SEC reporting, Deal Structuring, Deal Analysis, e-discovery, Litigation Support, SEC filings, Legal Writing, Analysis, Business Process..., Cross-functional Team..., Bankruptcy, Litigation Management, Negotiation, Budgets, Management, Leadership, Team Building, Fundraising, Team Leadership, Corporate Law, Litigation, Vendor Management, Strategic Planning, Document Review, Legal Issues
Education
The University of Memphis 2000 — 2003
JD/MBA
The University of Memphis—Cecil C. Humphreys School of Law 2000 — 2003
JD
The University of Memphis 1996 — 2000
BBA, Finance
Apptuto June 2015 - Present
Abu Dhabi Capital Group / Al Nahdha Investments January 2010 - June 2015
Macquarie Bank 2003 - 2009
Skills
Private Equity, Venture Capital, Start-ups, Valuation, Financial Modeling, Structuring, Fund Of Funds, Term Sheets, Financial Structuring, Investment Banking, Due Diligence, Alternative Investments, Mutual Funds, Financial Services, Entrepreneurship, Funding, Portfolio Management, Business Development, Corporate Finance, Financial Advisory, Emerging Markets, Asset Management, Capital Markets, Capital, Hedge Funds, Structured Finance, Equity Research, Equities, Corporate Development, Mergers & Acquisitions, Growth Capital, Investment Management, LBO, Investor Relations, Project Finance, Restructuring, IPO
Education
CFA Institute
CFA Charterholder
Institute of Chartered Accountants in England and Wales 2006 — 2008
ACA
University of Sydney 2003 — 2005
Bachelor, Commerce
St. Johns College, Sydney University 2003 — 2005
St Josephs College Hunters Hill 1997 — 2002
Upclick 2013 - Present
Self Employed 2010 - 2013
YEP! Interactive 2008 - 2010
Morgan Stanley 2007 - 2008
Macquarie Bank 2005 - 2007
Assante Global Advisors 2002 - 2004
Lehman Brothers 2001 - 2002
DragonFly Wireless 2000 - 2001
Goldman Sachs 1996 - 2000
Skills
Business Relationship..., New Business Development, Strategic Consulting, Corporate Finance, Investment Banking, Institutional Clients, Technology Evaluation, Social Media Marketing, Affiliate Marketing, Asset Management, High Net Worth..., Business Strategy, International Sales, Direct Sales, Inside Sales, Enterprise Software, Yoga, Piloting, Business Development, Marketing, Leadership, B2B, Sales, Solution Selling, Business Planning, Mergers & Acquisitions, Strategy, E-commerce, Management
Education
McGill University
Bachelor of Commerce, Finance, MIS, Accounting
July Camp November 2014 - Present
Freelance July 2013 - November 2014
Freelance October 2012 - February 2013
Studyhall.com January 2012 - September 2012
The Avascent Group August 2010 - January 2012
Macquarie Bank June 2009 - August 2009
Skills
Economics, Business Strategy, Marketing, Strategic Planning, Market Research, Microsoft Excel, Microsoft Office, Ruby on Rails, Excel, Ruby, CSS, Project Management, Web Development, Social Media, Financial Analysis, Mergers, JavaScript, SASS, HTML, Amazon Web Services..., Heroku, Linux, PostgreSQL, jQuery, Git, Mergers & Acquisitions, Microsoft Word, AngularJS
Education
Middlebury College 2007 — 2010
Bachelor of the Arts, Economics
General Assembly: WDI 2013 — 2013
Computer Programming/Programmer, General
Newton South High School 2002 — 2006
Harvard Business School August 2014 - Present
Hilton Worldwide, Global Brand Strategy June 2015 - August 2015
Crescendo Partners January 2014 - June 2014
Crescendo Partners May 2013 - June 2014
Crescendo Partners January 2013 - December 2013
Crescendo Partners July 2012 - December 2012
Crescendo Partners July 2011 - June 2012
Crescendo Partners July 2010 - June 2011
University of Sydney March 2010 - July 2010
Macquarie Bank December 2008 - February 2009
Skills
Business Strategy, Strategy Development, Due Diligence, Financial Analysis, Market Research, Financial Modeling, Business Transformation, Change Management, Corporate Development, Entrepreneurship, Management Consulting, Corporate Finance, Management, Strategy, Mergers & Acquisitions, Valuation, Strategic Planning, Private Equity, Marketing Strategy, Program Management, Acquisition Integration, Market Analysis, Start-ups, Business Process..., Venture Capital, Analysis, Competitive Analysis, Research, Business Analysis, Project Management, Business Planning, Business Development, Emerging Markets, Strategic Consulting, M&A experience, Stakeholder Management
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Sydney 2006 — 2008
Bachelor Economics
Hong Kong University of Science and Technology - School of Business and Management 2007 — 2007
Exchange
Frensham 2004 — 2005
High School
Ascham 1992 — 2003
High School
Peak Power LLC 2015 - Present
Safari Energy, LLC July 2012 - July 2014
Clinton Foundation September 2011 - July 2012
Senergy USA 2009 - October 2011
Macquarie Bank February 2005 - July 2008
Ulysses Financial June 2004 - August 2004
Infosys Technologies Ltd June 2003 - August 2003
Skills
Valuation, Due Diligence, Financial Modeling, Venture Capital, Energy, Investments, Business Planning, Finance, Risk Management, Negotiation, Structured Finance, Budgets, Financial Structuring, Private Equity, Real Estate, Investment Banking, Business Strategy, Asset Managment, Project Finance, Start-ups, Equities
Education
Harvard University 2000 — 2005
AB magna cum laude, Social Studies - Economics and Social Theory
The Dalton School
The JBG Companies August 2014 - Present
Bucknell University August 2013 - August 2014
Brandywine Group Advisors May 2012 - August 2012
Totsy October 2010 - July 2011
Macquarie Bank October 2007 - February 2011
Lehman Brothers July 2006 - October 2007
Skills
Valuation, Asset Managment, Private Equity, Financial Modeling, Strategic Financial..., Corporate Finance, Project Finance, Financial Projection, Art Education, Technology, Asset Management, Investments, Capital Markets, Due Diligence, Equities, Strategy, Investment Banking, Mergers & Acquisitions, Venture Capital, Finance, Financial Analysis, Business Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance and Management
Harvard University 2002 — 2006
BA, Economics
INSEAD
Macquarie Capital September 2011 - Present
Macquarie Bank June 2007 - October 2011
Australian Army August 2004 - January 2008
Plan Protect February 2006 - May 2007
Skills
Equities, Investments, Financial Markets, Fixed Income, Derivatives, Portfolio Management, Equity Derivatives
Education
Macquarie University 2003 — 2006
Applied Finance (Hons)
Royal Military College Duntroon, Canberra
Commissioned as Second Lieutenant
Kaplan College - Sydney
ASX Accredited Derivatives Advisor
FINRA
Series 7 & 63
Macquarie Bank July 2009 - Present
KBC Financial Products September 2006 - July 2009
Cisco Systems November 1998 - September 2006
DBCCI, Inc April 1998 - November 1998
Image Machines Corporation December 1996 - April 1998
Skills
Java, SQL, TCP/IP, Derivatives, Multithreading, Trading, Risk Management, Credit Derivatives, Financial Services, Structured Products, Trading Systems, VoIP, Sybase, Networking, Unix, Agile Methodologies, Software Development, Market Data, Equities, Fixed Income
Education
Lehigh University 1993 — 1996
PhD, Applied Mathematics
Moscow Institute of Physics and Technology (State University) (MIPT) 1985 — 1991
MS, Aerodynamics
Macquarie Group / International Ag Insurance Solutions June 2012 - Present
Macquarie Bank October 2008 - Present
Macquarie Bank October 2007 - October 2008
Macquarie Bank September 2006 - October 2007
Macquarie Bank August 2005 - September 2006
Macquarie Bank October 2001 - August 2005
Skills
Financial Modeling, Commodity, Due Diligence, Deal Execution, Credit Analysis, Financial Transactions, Financial Structuring, Corporate Finance, Principal Investing, Negotiation, Risk Management, Deal Structuring, Commodities, Business Development, Mergers & Acquisitions, Transaction, Real Estate Due..., Real Estate Development, Management, Project Management, Investment Banking, Start-ups, Regulatory Affairs, Insurance, Restructuring, Start-up Ventures, Investments, Finance, Business Planning, Strategic Planning, Strategy
Education
The University of Queensland 1998 — 2001
Bachelor of Economics
The University of Queensland 1998 — 2001
Bachelor of Commerce (B.Com.), Corporate Finance & Accounting
Financial Services Institute of Australasia (formerly Securities Institute of Australia) 2002 — 2004
Post-Graduate Diploma of Applied Finance and Investment, Corporate Finance and Investment Analysis
Lab49 October 2014 - Present
SmartBear Software October 2013 - August 2014
Westpac Group August 2012 - August 2013
Macquarie Bank August 2010 - August 2012
IAG February 2007 - July 2010
IAG 2004 - 2007
NRMA 2001 - 2004
Skills
Selenium, Agile Methodologies, Agile Testing, Test Automation, HTML, Java, SQL, Context Driven Testing, Test Estimation, System Testing, User Acceptance Testing, Test Planning, Test Strategy, Test Management, Software Quality..., Stakeholder Management, Managing Offshore Teams, Trading Systems, Workflow Management..., PEGA, insurance systems, IRESS, Testing, Exploratory Testing, JIRA, Insurance, Test Methodologies, Scrum, System Integration..., Waterfall, Regression Testing, Test Cases, Integration Testing, Test Execution, Manual Testing, Pegasystems PRPC
Education
University of Technology, Sydney 2002 — 2008
BBus, Majors in IT and eCommerce
TAFE 2001 — 2002
-Certificate IV in Information Technology, Information Technology
Non-profit Agency October 2014 - Present
Jones Lang LaSalle June 2008 - September 2014
Macquarie Bank March 2007 - May 2008
AT&T 1998 - 2006
Teleport Communications Group April 1996 - August 1998
Hoffman LaRoche 1990 - 1996
Skills
Contract Management, Vendor Management, Negotiation, RFP, Budget, Budgets, Program Management, Project Management, Construction Management, Facilities Management, Contract Negotiation, Leadership, Business Development, Management, Data Center, Real Estate, Construction, Telecommunications, CRM, Committed to...
Education
Stevens Institute of Technology
Certificate, Project Management
Rutgers University-New Brunswick 1983 — 1985
B.A., English, Management
Kingsway Financial Services Inc. June 2012 - Present
Stratosphere Networks, LLC February 2012 - June 2012
Macquarie Bank November 2009 - December 2010
Fox-Pitt, Kelton July 2008 - November 2009
Oronova, Inc. July 1998 - July 2008
Giant Step December 1997 - July 1998
Baker & McKenzie July 1997 - December 1997
PPM America March 1995 - July 1997
Kemper Securities 1992 - 1995
Loyola University Chicago 1989 - 1992
Skills
Vendor Management, IT Strategy, Business Analysis, Project Management, ITIL, Integration
Education
Loyola University Chicago 1989 — 1995
Business Administration
Fenwick Highschool 1985 — 1989
JPMorgan Chase & Co. June 2015 - Present
Macquarie Bank June 2007 - June 2015
Morgan Stanley March 2006 - June 2007
JPMorgan May 2000 - February 2006
Robertson Stephens January 1997 - May 2000
National Association of Securities Dealers February 1993 - November 1996
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
St Mary's Boys H.S.
Bayview Asset Management April 2013 - Present
Macquarie Bank December 2009 - March 2013
Fox-Pitt, Kelton June 2008 - November 2009
Skills
Equity Research, Bloomberg, Equities, Valuation, Financial Modeling, Capital Markets, Hedge Funds, Investment Banking, Series 7, Economics, Fixed Income, DCF, Private Equity, Investments, Asset Managment, Alternative Investments
Education
St. Lawrence University 2004 — 2008
BS, Math, Economics
St. Lawrence University 2004 — 2008
Bachelor of Science, Mathematics & Economics
Macquarie Bank September 2009 - Present
Tristone Capital September 2002 - September 2009
Duke Energy 1999 - 2002
Skills
Valuation, Corporate Finance, Equities, Capital Markets, Private Equity, Investment Banking, Financial Modeling, Fixed Income, IPO, Due Diligence, Equity Research, Derivatives, Venture Capital, Asset Management, Securities, Mergers & Acquisitions, Hedge Funds, Corporate Development, Investments, Private Placements, Trading, Alternative Investments, Portfolio Management, Financial Structuring
Education
The University of Western Ontario - Richard Ivey School of Business 1995 — 1997
MBA
Huron University College 1989 — 1993
BA, Economics
AIG September 2012 - Present
Macquarie Bank April 2010 - September 2012
Credit Suisse November 2007 - 2010
FIRST Robotics 2009 - 2009
Citigroup May 2007 - November 2007
Citigroup 2002 - 2007
Citigroup January 2001 - July 2002
Atriax 2000 - 2000
Citibank June 1996 - 2000
Information Builders April 1995 - June 1996
Skills
Risk Management, Vendor Management, SDLC, Program Management, Financial Risk, Process Improvement, PMO, Information Technology, Project Management, Internal Audit, Management, IT Risk Management, Capital Markets, Business Continuity, IT Strategy, Banking, Information Security..., Information Security, IT Audit, IT Management, Leadership, Auditing, Change Management, Community Development, Community Service, Enterprise Risk..., Business Transformation, Governance, Project Portfolio..., Security
Education
Pace University - Lubin School of Business 1980 — 1984
MBA
New York University 1977 — 1980
BA
Stuyvesant High School 1974 — 1978
HS Diploma
Macquarie Group July 2001 - Present
General Atlantic June 2000 - August 2000
BMO Nesbitt Burns Inc September 1997 - July 1999
Macquarie Bank March 1995 - July 1997
Supreme Court of NSW January 1994 - December 1994
Skills
Mergers, Private Equity, Due Diligence, Mergers & Acquisitions, Financial Structuring, Capital Markets, Portfolio Management, Investments, Equities, IPO, Leadership, Financial Modeling, Investment Banking, Management, Corporate Development, Hedge Funds, Valuation, Corporate Finance, Private Placements, Venture Capital, Structured Finance, M&A experience
Education
Stanford 1999 — 2001
MBA
University of Sydney 1989 — 1993
LLB (Hons), Law
University of Sydney 1989 — 1991
BEc, Economics, Accounting
Marsh & McLennan Companies October 2014 - Present
Marsh and Marsh & McLennan January 2012 - September 2014
Macquarie Bank July 2010 - October 2011
BDO Seidman 2004 - 2008
Consulting 2003 - 2004
Goldman Sachs 2000 - 2003
Towers Watson (Towers Perrin) 1996 - 2000
Buck Consultants 1995 - 1996
BDO Seidman, LLP 1991 - 1995
Pace University 1988 - 1991
Skills
Talent Acquisition, Recruiting, Human Resources, Executive Search, Onboarding, Applicant Tracking..., HRIS, Management, Temporary Placement, Personnel Management, Internet Recruiting, Talent Management, Technical Recruiting, College Recruiting, Vendor Management, Employee Relations, Performance Management, Hiring, Benefits Negotiation, Sourcing, Workforce Planning, Employee Benefits, Employer Branding, Employee Engagement, Succession Planning, Deferred Compensation, HR Consulting, HR Policies, Taleo, Consulting, Leadership
Education
Saint Joseph's University
BS, Psychology
Bank of America Merrill Lynch August 2014 - Present
Career Break October 2013 - July 2014
Macquarie Bank August 2007 - September 2013
Thomson Legal and Regulatory June 2005 - August 2007
Sun Microsystems January 2002 - March 2004
Skills
Python, Unix, SQL, T-SQL, Financial Modeling, C++, Microsoft SQL Server, Excel VBA, Data Feeds, Backtesting, VBA, Perl, Sybase, Java, JavaScript
Education
Macquarie University 2008 — 2010
Masters, Applied Finance
University of Technology, Sydney 2000 — 2003
BSc, Computer Science, Distinction Average - Graduated with First Class Honours
Ceridian Canada Ltd. May 2013 - Present
Ceridian Canada Ltd. May 2012 - April 2013
Macquarie Bank March 2009 - April 2012
AIG Credit Corp. of Canada February 2008 - February 2009
AIG Credit Corp. of Canada April 2005 - January 2008
Citadel Assurance April 2003 - April 2005
Skills
Onboarding, Marketing Communications, Event Management, Product Training, Project Management, Training Manuals, Competitive Analysis, Employee Engagement
Education
Ryerson University 2008 — 2010
Trent University 1997 — 2001
Honours BA, Political Science
BNY Mellon October 2012 - Present
MacKay Shields August 2012 - October 2012
Swapclear, LCH Clearnet January 2012 - July 2012
Inverness Counsel LLC March 2010 - December 2011
KBW January 2009 - March 2010
Broadridge November 2008 - December 2008
Macquarie Bank April 2008 - October 2008
U.S. Trust June 2003 - April 2008
U.S. Trust Co. NA June 2001 - June 2003
U.S. Trust Co. NA March 2000 - June 2001
Skills
Wealth Management, Process Improvement, Equities, Asset Management, Bloomberg, Trading Systems, Risk Management, Compliance, Capital Markets, Vendor Management, Banking, Business Analysis, Derivatives, Portfolio Management, Financial Analysis, Financial Markets, Due Diligence, Change Management, Management Consulting, Requirements Gathering, Fit/Gap Analysis, Factset, Project Planning, Project Reporting, UI testing, Business Requirements, Alternative Investments, Business Strategy, Mentoring, MS Project, Process Mapping, Workflow, Workflow Analysis, System Requirements, Test Planning, User Acceptance Testing, System Testing, Visio, Thomson One, MS Office Suite, Vendor Relations, Murex, Treasury Services, Asset Managment, Microsoft Office, Strategy, Mutual Funds, Project Management, Fixed Income, Investments
Education
Sacred Heart University 1991 — 1994
MBA, Finance
Sacred Heart University 1984 — 1987
BS, Finance and Business Administration
Macquarie Bank December 2008 - Present
Krishi Energy March 2006 - Present
Credit Suisse September 2006 - November 2008
PriceWaterhouseCoopers October 2002 - August 2006
Booz Allen Hamilton May 2001 - September 2001
Woods Hole Group 1998 - 2000
Education
Indian Institute of Technology, Madras
Bachelors
UNH/ Dartmouth College
Masters of Science
New York University - Leonard N. Stern School of Business
MBA
Tradition Energy April 2014 - Present
Direct Energy October 2011 - April 2014
Macquarie Bank November 2009 - November 2010
Exelon Power Team May 2008 - March 2010
Exelon December 2007 - May 2008
Exelon Power Team October 2006 - December 2006
ICF International 2002 - 2003
Skills
Energy, Energy Markets, Analysis, Project Management, Coal, Commodity Markets, Modeling, Economics, Electricity Markets, Natural Gas, Commodity, Trading, Valuation, Renewable Energy, Quantitative Analytics, Analytics, VBA, SQL, Electric Power
Education
Penn State University 2000 — 2002
MS, Energy, Enivronmental, & Mineral Economics
Penn State University 1994 — 1998
BS, Mineral Economics
Combined Metal Industries Inc. January 2014 - Present
Frontline Capital November 2012 - November 2013
Macquarie Bank July 2010 - July 2012
Thomas Weisel Partners July 2008 - June 2010
Skills
Equities, Equity Research, Financial Modeling, Capital Markets, Valuation, Investment Banking, Bloomberg, Fixed Income
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2008
HBA, Graduated with Distinction
Western University 2004 — 2006
BMOS, Business
Crescent School 2000 — 2004
High School
Affirmative Insurance September 2014 - Present
KFS Capital November 2010 - September 2014
Macquarie Bank December 2006 - August 2010
Ernst & Young September 2002 - November 2006
Tillinghast January 2000 - September 2002
Allstate 1995 - 1999
Skills
Actuarial Science, Financial Modeling, Analysis, Finance, Insurance, Valuation, Reinsurance, Mergers & Acquisitions, Start-ups
Education
The University of Chicago Booth School of Business 2000 — 2004
MBA, Finance / Accounting
Purdue University 1991 — 1994
BS, Math
Colliers International January 2009 - Present
Websense July 2007 - October 2008
Macquarie Bank December 2005 - July 2007
Captiva Software (now EMC) May 2002 - November 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Hyperion Enterprise, SAP, Finance, Sarbanes-Oxley, Forecasting, GAAP, Financial Reporting, Account Reconciliation, Financial Analysis, Management, Accounts Payable
Education
San Diego State University-California State University 1983 — 1986
Amplify July 2012 - Present
Amplify July 2012 - November 2013
Barclays Capital May 2010 - July 2012
Macquarie Bank August 2009 - May 2010
Capital Source June 2007 - June 2009
Merrill Lynch May 2006 - June 2007
JPMorgan October 1999 - May 2006
Skills
Diversity & Inclusion, Operations Management, Staff Development, OFCCP, Building Relationships, Project Management, Lateral Recruitment, Strategic Sourcing, Vendor Management, Graduate Recruitment, Spanish-speaking, Recruiting, Leadership, Internet Recruiting, Sourcing, Human Resources, Hiring, Talent Acquisition, Performance Management, Onboarding, College Recruiting, Management, Executive Search, Interviews, Temporary Placement, Technical Recruiting, Coaching, Talent Management, Benefits Negotiation, Employee Relations, Applicant Tracking..., Strategy, Personnel Management, Contract Recruitment, Screening Resumes
Education
New York University
Edge Technology Group 2011 - Present
Deutsche Bank August 2009 - November 2011
Macquarie Bank 2008 - 2009
Morgan Stanley 2005 - 2008
Myriad Supply Company 2007 - July 2007
Globix 1998 - 2004
Skills
Cisco IOS, JUNOS, Cisco Catalyst Switches, Video over IP, VoIP, Cisco IP Telephony..., Unified Communications, Jabber, Cisco Call Manager, Call Manager Express, Avaya IP Telephony, Unity Connection, Telecommunications
Education
LaGuardia Community College 2007 — 2007
Fortress Investment Group March 2014 - Present
Macquarie Bank June 2011 - March 2014
Wasserott LLC June 2010 - June 2011
Caxton Associates July 2000 - June 2010
Kings College 1995 - 2000
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Trading Systems, Options, Trading, Electronic Trading, Financial Markets, Asset Management, Bloomberg, Swaps, Portfolio Management, Equity Trading, Investment Banking, Investments, Middle Office, FX Options, Securities, Capital Markets, Alternative Investments
Education
King's College 1995 — 2000
Finance
Wyoming Seminary 1991 — 1995
ABN AMRO Bank N.V. August 2014 - Present
Sumitomo Mitsui Banking Corporation June 2008 - July 2014
Macquarie Bank September 2007 - June 2008
BNP Paribas April 2003 - June 2007
Skills
Origination, Export Finance, Structured Finance, Project Finance, Debt Structuring, Public-private..., Leveraged Finance, Bridge Financing, Mezzanine, Corporate Lending, Cash Flow Lending, Capital Markets, Debt Restructuring, Emerging Markets, Loan Origination, Loans, Syndications, Public/private..., Financial Modeling, Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master in Business Administration, Finance and Economics
Pontificia Universidad Católica de Chile 1991 — 1997
Architecture, Architecture
Universidad de Chile 1989 — 1990
Diploma, Engineering
Macquarie Bank April 2008 - August 2009
Morgan Stanley February 2003 - October 2007
Credit Suisse First Boston October 2001 - February 2003
Alliance Consulting April 2000 - July 2001
Nine West Accessories October 1998 - November 1999
Education
Seton Hall University 1994 — 1998
William Tennent High School 1990 — 1994
Macquarie Bank September 2006 - Present
Latin Fever Dance Studio January 2012 - November 2014
The Production Company 2004 - 2010
Gymboree Play & Music February 2005 - August 2006
EP Pro April 2003 - February 2005
Atlantic Theater Company 1999 - 2003
Barnes & Noble November 1999 - February 2002
Barnes & Noble May 1999 - October 1999
St George's Nursing Home 1996 - 1999
Casa del Sol Mexican Restaurant 1990 - 1994
Skills
Teamwork, Management, Team Leadership, Concur, Blogging, Customer Service, Office Management, Problem Solving, Outlook, Acting, Teaching, Choreography, Fundraising, Nonprofits, Dance, Theatre, Playwriting, Public Relations, PeopleSoft, Event Management, Community Outreach, Creative Writing, Entertainment, Microsoft Office, Social Media, Social Media Marketing, Event Planning, Public Speaking, Drama, Payroll, Stage, Social Networking, Improvisation, Plays, Theatrical Production, Film, Project Management, Musical Theatre, Photography, Copywriting, Facebook, Comedy, Newsletters, Online Marketing, Music, Voice Over, Copy Editing, Singing, Improvisational Comedy, Shakespeare
Education
Atlantic Theater Company Acting School 2000 — 2003
Practical Aesthetics, Acting
Scottsdale Community College 1999 — 1999
Certificate, Owning And Operating A Small Business
Bodenweiser Dance Centre 1995 — 1995
Dance
Australian Theatre for Young People 1986 — 1995
Acting
TAFE 1994 — 1994
Certificate - Clerical Support Services, General Office Occupations and Clerical Services
Trinity College of Music, London 1990 — 1992
Associate, Drama and Speech
S.C.E.G.G.S. Darlinghurst 1982 — 1990
Higher School Certificate (HSC)
Clearline Capital April 2015 - Present
Act II Management August 2011 - February 2015
Traxis Partners LP October 2009 - August 2011
Macquarie Bank August 2009 - October 2009
One East Partners February 2008 - March 2009
International Fund Services August 2005 - February 2008
Skills
Hedge Funds, Risk Management, Excel, Operations Management, Fixed Income, Equities, Derivatives, Bloomberg, FX, Due Diligence, Options, Alternative Investments, Asset Management, Capital Markets, Securities, Trading, Middle Office
Education
Marquette University 2001 — 2005
BS, Finance & International Business
Universidad Pontificia Comillas - ICADE
Study Abroad Program
Three Bridges Wealth Advisors a Private Wealth Advisory Practice of Ameriprise Financial March 2015 - Present
Macquarie Bank December 2008 - February 2015
Highbridge Capital April 2006 - October 2008
Deutsche Bank August 1997 - April 2006
Education
Hofstra University 1992 — 1997
Bachelor of Science (B.S.)
CW Baker High School 1989 — 1992
Macquarie Bank May 2007 - Present
Education
London Business School 2000 — 2002
MBA
Macquarie Bank Executive Assistant/AccountantLuxoftJuly 2006 - September 2007
Education
Skidmore College 2001 — 2006
BA, Business Management and Economics
Macquarie July 2013 - Present
Macquarie Bank 2007 - 2010
Macquarie Group 2005 - 2007
UBS Investment Bank 2003 - 2005
London School of Economics 2002 - 2002
Skills
Private Equity, Investment Banking, Hedge Funds, Equities, Investments, Alternative Investments, Mergers & Acquisitions, Financial Modeling, Project Management, Strategic Planning, Financial Analysis, LBO, Corporate Finance, Due Diligence, Valuation, Deal Execution, Structured Finance, Credit Analysis
Education
The London School of Economics and Political Science (LSE) 2001 — 2002
Master's Degree, Management Sciences (Decision Sciences)
The London School of Economics and Political Science (LSE) 1998 — 2001
Bachelor's Degree, Management Sciences – Application of Mathematics and Statistics to Management
Lifetime Television June 2008 - Present
Edite Fashion Services September 2007 - June 2008
Macquarie Bank June 2005 - September 2007
Apple Tree Early Education Center May 2003 - January 2005
Estee Lauder September 2000 - June 2002
Skills
Television, Event Planning, Social Media, Entertainment, Film, Digital Media, Blogging, Video Production, Publicity, Social Media Marketing, Video, New Media, Advertising, Customer Service
Education
Saint Thomas Aquinas College 1996 — 2000
Bachelor of Science (BS), Psychology
Evercore Partners November 2009 - Present
Macquarie Bank June 2005 - November 2009
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Corporate Finance
Education
INSEAD 2006 — 2009
Masters, Finance
McGill University 2001 — 2005
Bachelor of Commerce, Finance
Ashbury
Turnberry Solutions October 2014 - Present
TransparenC, Inc. October 2013 - October 2014
SEI October 2011 - October 2013
Macquarie Bank May 2010 - October 2011
SEI June 2008 - May 2010
SEI April 2006 - June 2008
SEI May 2005 - April 2006
Skills
Portfolio Management, Mutual Funds, Investments, Business Analysis, Fixed Income, Order Management, Corporate Actions, Equities, Asset Managment, Financial Services, Securities, Bloomberg, Derivatives, SDLC, Business Requirements, Project Management, Asset Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2007
MBA, International Business
Ursinus College 2001 — 2005
BA, Business and Economics
Macquarie Bank August 2010 - Present
Deutsche Bank September 2006 - August 2010
Deutsche Bank February 2003 - September 2006
Deutsche Bank August 1999 - February 2003
Skills
Equities, Derivatives, Valuation, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Capital Markets, Collateral Management, Relationship Management, Sales Operations, Structured Products, Credit Derivatives, Swaps
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance & Economics
James Madison University 1995 — 1999
BBA, International Finance
Macquarie Compliance July 2011 - Present
Macquarie Capital Advisors January 2010 - June 2011
Macquarie Bank December 2009 - June 2011
Fox-Pitt, Kelton June 2006 - November 2009
Swiss Re Financial Products Corp. March 2004 - June 2006
ABN AMRO February 1999 - May 2002
Skills
Regulatory Compliance, Investment Banking..., Capital Markets, Equities, Investment Banking, Securities, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Due Diligence, Series 7, FINRA, Asset Managment, Series 63, Financial Markets, AML, Series 24, Equity Research, Financial Services, Structured Finance, Private Placements, Equity Capital Markets, Structured Products, Risk Management, Financial Institutions, KYC, Financial Regulation, Securities Regulation, Corporate Finance, IPO, Operational Risk
Education
New York University 1988 — 1992
BA
Baltimore School for the Arts Board of Overseers July 2013 - Present
Merrill Lynch January 2011 - Present
Legg Mason July 2007 - 2009
Macquarie Bank 1998 - 2007
The Transportation Group 1995 - 1997
Skills
Alternative Investments, Investments, Investment Banking, Financial Modeling, Asset Management, Series 7, Capital Markets, Valuation, Fixed Income, Portfolio Management, Private Equity, Mutual Funds, Corporate Finance, Wealth Management, Investment Advisory, Financial Structuring, Structured Finance, Financial Services, Strategic Financial..., Investment Strategies, Structured Products, Investment Management, Retirement Planning, Investor Relations
Education
Harvard University 1988 — 1992
Baltimore School for the Arts 1985 — 1988
Macquarie Bank October 2008 - Present
FINRA July 2005 - October 2008
Skills
Securities, AML
Education
Stony Brook University
FDIC March 2009 - Present
Macquarie Bank 2005 - 2008
KeyBank 2003 - 2005
Lyon Capital Ventures 1999 - 2003
Citicorp 1994 - 1999
Skills
Financial Modeling, Valuation, Asset Managment, Portfolio Management, Investment Banking, Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Mergers, Capital Markets, Banking, Derivatives, Bloomberg, Credit Risk, Risk Management, Mergers & Acquisitions, Strategy, Asset Management, Economics, Finance, Corporate Governance, Management, Dodd-Frank
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA
St. Mary's College of Maryland 1983 — 1987
BA, Economics & Political Science
HP Business Services September 2011 - Present
Dantech, Inc. October 1993 - Present
AIG January 2010 - October 2010
AIG 2010 - 2010
Dantech, Inc 1993 - 2010
Dantech, Inc 1993 - 2010
Instinet May 2009 - December 2009
Macquarie Holdings March 2008 - January 2009
Macquarie Bank 2008 - 2009
Macquarie 2008 - 2009
Skills
VoIP, Avaya, Vendor Management, Negotiation, SIP, Cisco Technologies, Telecommunications, Network Design, Data Center, Outsourcing, IP, Project Planning, Disaster Recovery, IT Strategy, Telephony, Cisco Call Manager, Servers, Call Centers, CRM, Enterprise Software, Networking, Infrastructure, Software Documentation, Managed Services, Management, Unified Communications, Integration, Project Management, Service Delivery, ITIL, IT Management, IT Service Management, System Deployment, Cloud Computing, PMO
Education
St. Peter's College 1966 — 1986
B.S., Marketing Management
St. Peter`s Prep 1962 — 1966
College Prep
St. Nicholas - Jersey City
St. Peter's College
Bachelor of Science
Tracxn! May 2015 - Present
Cognizant Technology Solutions June 2014 - May 2015
Cognizant Technology Solutions January 2013 - May 2014
Cognizant Technology Solutions November 2009 - December 2012
Citibank India March 2009 - November 2009
Macquarie Bank April 2008 - March 2009
HSBC Corporate Investment Banking and Markets April 2007 - June 2007
Skills
Financial Modeling, Business Development, Portfolio Management, Banking, Business Intelligence, Team Management, Management, Investments, Financial Services, Consulting, Sales, Business Analysis, Pre-sales, Requirements Analysis, Business Analytics
Education
Indian Institute of Management, Indore 2006 — 2008
Master of Business Administration (MBA), Finance
Indian Institute of Technology, Kharagpur 2002 — 2006
Bachelors in Technology, Electronics and Electrical Communication Engineering
Macquarie Bank December 2010 - Present
Macquarie Bank February 2008 - December 2010
DBC TRADING INC. (NEW YORK MERCANTILE EXCHANGE) June 2005 - January 2007
Education
Quinnipiac University 2001 — 2005
Bachelor of Science (B.S.), Finance
FIS May 2010 - Present
First Coast Interpreting and Translations October 2009 - May 2010
Macquarie Bank October 2007 - October 2009
EverBank February 2007 - October 2007
EverBank September 2005 - February 2007
EverBank September 2003 - September 2005
EverBank April 2002 - September 2003
Skills
Process Improvement, User Acceptance Testing, SDLC, Quality Assurance, Testing
Education
University of North Florida - College of Business Administration 2001 — 2004
MBA
The College of New Jersey 1994 — 1998
BA, Psychology
Ministry of Health and Long Term Health November 2009 - October 2011
Cancer Care Ontario 2009 - 2011
Macquarie Bank 2009 - 2009
CIBC January 2008 - December 2008
Skills
Visio, Quality Assurance, Business Analysis, Stakeholder Management, SDLC, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Systems Analysis, Data Analysis, Quality Center, Testing, Analysis, Software Documentation, MS Project, PMP, Business Process..., Healthcare Information..., Program Management, Business Intelligence, Business Process, SharePoint, Software Project..., Business Requirements, Data Warehousing, Integration, SQL, Agile Methodologies, Vendor Management, ITIL, Process Improvement, Governance, Data Modeling, IT Strategy, ETL, PMO, Databases, Project Delivery, Test Planning
Education
McMaster University 1999 — 2002
Master in Business Administration
Navigant March 2010 - Present
Macquarie Bank January 2008 - March 2010
Brookfield Properties (acquired Trizec Properties) October 2006 - August 2007
Trizec Properties (acquired by Brookfield Properties) January 2002 - October 2006
Deloitte & Touche LLP 1998 - 2001
Skills
Financial Reporting, Accounting, Forecasting, Financial Analysis, Financial Modeling, Budgeting, Process Improvement, VBA, Excel Dashboards, PowerPivot, Essbase, Analysis, Portfolio Management, Budgets
Education
Indiana University Bloomington 1994 — 1998
Bachelor of Science (BS), Accounting
EisnerAmper LLP February 2014 - Present
Price Waterhouse Coopers August 2010 - January 2014
BDO Seidman LLP December 2007 - August 2010
Macquarie Bank January 2006 - December 2007
Deloitte January 2005 - December 2005
Citigroup June 1994 - March 2004
Skills
Corporate Tax, Hedge Funds, Partnership Taxation, Private Equity, Asset Management, Alternative Investments, Tax Advisory, Financial Services
Education
New York Law School 1998 — 2002
JD, Law
State University of New York at Albany 1992 — 1996
Bachelor of Science (B.S.), Accounting
Sterne Agee February 2014 - April 2015
Macquarie Bank July 2010 - December 2013
Auriga USA, LLC July 2009 - July 2010
Sanford C. Bernstein August 2000 - March 2009
Skills
Equities, Equity Research, Institutional, Institutional Sales, Equity Sales, Series 7, Series 63, Investments, Bloomberg, Financial Modeling, Hedge Funds, Capital Markets, Asset Managment, Alternative Investments, Investment Strategies, Asset Management, Equity Valuation, Securities, Portfolio Management, Valuation
Education
UCLA Anderson School of Management
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
BS, Finance
The PBE Group April 2011 - Present
Vierville Capital July 2009 - August 2011
Macquarie Bank September 2003 - July 2007
Skills
Investments, Entrepreneurship, Investment Banking, Management, Capital, Financial Advisory, Business Strategy, Equity Capital Markets, Business Development, Strategic Planning, Private Equity, Business Planning, Mergers & Acquisitions, Due Diligence, Corporate Finance, Mining, Financial Modeling, Venture Capital, Options, Valuation, IPO, Corporate Development, Financial Structuring
Education
Stanford University Graduate School of Business 2007 — 2009
Masters, Business Administration
University of Adelaide 2000 — 2003
Law (Hons), Law
University of Adelaide 1998 — 2001
Commerce, Accounting
Leerink Partners LLC 2012 - Present
Bank of America Merrill Lynch 2010 - 2012
Macquarie Bank 2008 - 2010
UBS Investment Bank 2003 - 2008
Merrill Lynch 2000 - 2003
J.C. Bradford & Co 1994 - 1998
Skills
Series 7, Series 63, Series 79, Manage Client..., New Business Generation, Negotiation, Merger & Acquisitions, Capital Raising, Problem Solving, Deal Execution, LBO, Licensing, Defense, Capital Markets, Capital Structure, Corporate Finance, Convertible Bonds, Debt, Equities, Financial Modeling, Financial Analysis, Accounting, Business Strategy, New Business Development, New Business..., Healthcare, US Healthcare, Biotechnology, Biopharmaceuticals, Pharmaceutical Industry, Medical Devices, Mergers, Mergers & Acquisitions, Finance, Financial Structuring, FINRA, Leveraged Finance, Valuation, Investment Banking, M, IPO, Equity Valuation, Bloomberg, Equity Capital Markets, DCF, Financial Markets, Due Diligence
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Entrepreneurial Finance and Strategic Management
University of Pennsylvania 1990 — 1994
Bachelor of Arts, American History
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science, Economics with a concentration in Finance
LaserTouch Aesthetics 2010 - Present
The Little Blue Book / mdHub 2009 - 2010
WSI Internet Consulting January 2008 - August 2009
Ronco Acquisition Corp. & Essentials by Amy LLC August 2008 - April 2009
Goldman & Associates October 2006 - March 2008
Macquarie Bank 2008 - 2008
Skills
Digital Marketing, Online Advertising, SEO
Education
Long Island University, C.W. Post Campus 2000 — 2005
BFA
Randstad Technologies US May 2015 - Present
Promontory Financial Group, LLC April 2009 - April 2015
Macquarie Bank April 2007 - April 2009
Goldman Sachs November 2000 - April 2007
Skills
Active Directory, Technical Support, Blackberry Enterprise..., Networking, Laptops, Citrix, Windows 7, Printers, Software Installation, Hardware, Help Desk Support, Access, System Administration, VPN, Windows Server, Computer Hardware, Help Desk Management, Service Desk, Blackberry, XP, Troubleshooting, VoIP, Disaster Recovery, Windows XP, Vendor Management, Remote Access, Desktop Support, Remedy, A+ Certified, NT 4.0, Peripherals, Group Policy, Antivirus, Cabling, IT Operations, System Deployment, ITIL Implementation
Education
Queens College 2003 — 2009
Bachelor, Sociology
DKM Family Enterprises Inc January 2013 - Present
Macquarie Bank February 2009 - January 2013
KBC Financial Products April 2005 - February 2009
Natixis July 2003 - April 2005
Merrill Lynch September 2000 - July 2003
JP Morgan November 1997 - September 2000
American International Group December 1993 - November 1997
Skills
Investment Banking, Fixed Income, Derivatives, Risk Management, Equities, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Credit, Equity Derivatives, Finance, Financial Modeling, Financial Services, Hedge Funds, Trading
Education
Montclair State University 1989 — 1993
B.B.A, Accounting and Finance
Macquarie Bank September 2008 - Present
Macquarie Holdings USA 2008 - Present
Natixis Capital Markets 1999 - 2008
Education
Saint John's University 1993 — 1995
MBA, Finance
Pace University - Lubin School of Business 1988 — 1992
BBA, Accounting
All Access Entertainment April 2008 - Present
Bank of America September 1998 - November 2004
NationsBank November 1996 - September 1998
Macquarie Bank September 1995 - November 1996
Interet, Inc. July 1987 - September 1995
Education
Penn State University
BS
Yoga Mala Bloomington August 2014 - Present
Eight Investment Partners September 2010 - February 2014
Macquarie Bank July 2006 - August 2010
Merrill Lynch December 2003 - June 2006
Skills
Financial Modeling, Equity Research, Asset Management, Yoga Instruction
Education
Indiana University Bloomington 2015 — 2021
Doctor of Philosophy (PhD), Social Psychology and Cognitive Science
University of New South Wales 2000 — 2003
Bachelor of Commerce (B.Com.), FINANCE, ECONOMETRICS, DISTINCTION
Deloitte & Touche March 2010 - Present
Macquarie Bank July 2009 - November 2009
Books that I have published September 2008 - July 2009
Bear Stearns May 1997 - September 2008
JP Morgan July 1995 - June 1997
Cyberwarrior, Inc. March 1993 - July 1995
Skills
Trading, Financial Modeling, Regulatory Compliance, Equities, Hedging, Valuation, Model Validation, Market Risk, Financial Risk, Investments, Econometric Modeling, Regression Testing, Financial Structuring, Credit Risk, Commodity Markets, CCAR, Finance, Energy Derivatives, Energy, Risk Management, FX Options, SQL, C#, Visual Basic, Java, JDK, Front Office Trading..., Middle Office
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance
New York University 1995 — 1997
M.S., Applied Mathematics
Stevens Institute of Technology 1991 — 1995
BE, Electrical Engineering
Stevens Institute of Technology 1991 — 1995
BA, European History
Independent corporate finance adviser 2009 - Present
EPCOR October 2009 - April 2010
Valard Construction 2009 - September 2009
Macquarie Bank 2006 - 2008
JP Morgan 1998 - 2006
BOE NatWest Securities 1997 - 1998
Skills
Business Analysis, Fundraising, Business Transactions, Corporate Finance, Due Diligence, Business Planning, New Business Development, Valuation, Financial Analysis, Project Management, Investment Banking, Strategy
Education
CMA BC 2011 — 2013
CMA
Henley Management College 1998 — 2002
MBA
University of South Africa/Universiteit van Suid-Afrika
BA, Philosphy, Psychology
Friedman LLP March 2009 - Present
Macquarie Bank July 2004 - December 2008
PricewaterhouseCoopers August 1997 - June 2004
Skills
International Tax, Tax, Corporate Tax, Private Equity, Mergers, Corporate Finance, Financial Structuring, Financial Modeling, Tax Law, Income Tax, Restructuring, Mergers & Acquisitions, Hedge Funds, Finance, Tax Advisory, Due Diligence, Financial Services, US GAAP, SEC filings, Auditing, Business Valuation, Internal Controls
Education
Regent University 2000 — 2002
Masters of International Tax, International Tax
UNSW Australia 1988 — 1991
BCom, Accounting & Finance (Legal minor)
St Aloysius 1980 — 1987
FIELD TRIP Jerky October 2010 - Present
Exigen Capital August 2010 - February 2012
Metropolitan Equity Partners August 2009 - August 2010
Greene Street Advisors December 2008 - August 2009
Macquarie Bank May 2006 - December 2008
PricewaterhouseCoopers July 2003 - April 2006
Skills
Private Equity, Venture Capital, Valuation, Equities, Mergers, Mergers & Acquisitions, Investment Banking, Portfolio Management, Investments, Corporate Finance, LBO, Financial Structuring
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
B.S. and B.A., Triple Major: (i) Finance, (ii) Economics, and (iii) Entrepreneurship in Emerging Enterprises
CohnReznick LLP February 2015 - Present
New York University September 2014 - May 2015
EnerKnol 2012 - 2015
Viridian Energy April 2009 - October 2012
Macquarie Bank 2007 - 2009
UBS Investment Bank 2006 - 2007
Skills
Renewable Energy, Energy Policy, Energy, Business Strategy, Social Media Marketing, Commodity Markets, Sustainable Energy, Sustainability, Entrepreneurship, Strategic Communications, Solar Energy, Marketing, Energy Efficiency, Emerging Markets, Cleantech, Brand Development, International Relations, Sustainability Reporting, Copywriting, Media Relations, Natural Gas, Energy Markets, Startup Development, Electricity Markets, Early-stage Startups
Education
Santa Clara University
B.S., Political Science, English
University of Cambridge - Mountbatten Graduate Programme
International Business Certification
Xavier College Preparatory
Macquarie Bank June 2010 - August 2010
Bank of China Private Bank June 2009 - August 2009
Citibank January 2009 - August 2009
Education
Pitzer College 2007 — 2011
Bachelor of Arts, Financial Economics
Tullett Prebon December 2012 - Present
TD May 2011 - December 2012
Neuberger Berman August 2009 - May 2011
Computershare February 2009 - July 2009
Macquarie Bank February 2006 - November 2008
Carlin Financial Group February 2002 - September 2005
United Software July 1998 - September 2001
Horizon Blue Cross Blue Shield of NJ August 1996 - August 1998
Skills
Blackberry, Desktop Computers, Project Managers, Applications, Remedy User, Trading Systems, Bloomberg, STP, Fixed Income, Commodity Markets, Forex, Technical Support
Education
University of Calcutta 1993 — 1996
Bachelors, Commerce
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Associate, Information System
The Chubb Institute 2000 — 2001
Diploma, Network Engineering and Data Communication
Macquarie Bank March 2010 - Present
Financial Industry Technical Services, Inc February 2009 - March 2010
UBS Securities LLC May 2007 - February 2009
UBS Securities LLC 2007 - 2009
Nomura Securities International March 2004 - May 2007
Nomura Securities International 2004 - 2007
Pershing April 1999 - July 2001
Pershing 1999 - 2001
Pershing January 1999 - January 2000
National Financial Services February 1997 - April 1999
Education
Hofstra University
State University of New York at Stony Brook
Stony Brook University
Bachelor of Arts
University of Hofstra
Masters of Arts
Axinn Velttrop Harkrider September 2010 - Present
Update Legal January 2009 - November 2010
Fragomen, Del Rey, Bernsen & Loewy April 2008 - August 2008
Brookfield Properties September 1993 - January 2008
Macquarie Bank 2008 - 2008
Skills
Disaster Recovery, Enterprise Software, Integration, Virtualization, Project Management, Data Center, Active Directory, Business Intelligence, Networking, Security, Management, Infrastructure, IT Management, Information Technology, Vendor Management, Cloud Computing
Education
Pace University 1983 — 1987
BBA, Computer Science, MIS
sharon harris
Golden Gate Capital August 2013 - Present
Greenhill & Co. June 2011 - July 2013
Global Platinum Securities May 2009 - May 2011
Mercer Partners May 2008 - May 2011
Macquarie Bank June 2010 - August 2010
Skills
Private Equity, Investment Banking, Investments, Equities, Fixed Income, Leadership, Valuation, Financial Modeling, Bloomberg, Corporate Finance, LBO, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelors of Science, Economic Theory, Finance
HKUST Business School 2009 — 2010
Bachelors of Science, Economics
NYU in London
IntercontinentalExchange, Inc. May 2012 - Present
Macquarie Bank October 2010 - November 2011
Plains Cotton Cooperative Assn. September 1999 - July 2009
Plains Cotton Cooperative Association 1999 - 2004
Skills
Commodities, Hedging, Risk Management, Trading, Options, Derivatives, Technical Analysis, Commodity, Agriculture, Microsoft Office, New Business Development, Negotiation, Customer Relations, Financial Modeling, Trading Systems
Education
Texas Tech University 1993 — 1996
B.S., Agricultural Business and Economics
Macquarie Bank April 2009 - Present
Fortis Energy Marketing and Trading 2006 - 2009
Education
University of Houston 2003 — 2005
BS, Finance/Economics
Southern Methodist University 2000 — 2003
Electrical Engineering
Macquarie Bank September 2008 - Present
Orion Securities July 2006 - September 2008
Teranet Inc. September 2001 - June 2006
Skills
Base Metals, Gold, Equity Research, Valuation, Bloomberg, Capital Markets, Financial Modeling, Equities, Investment Banking, Investments, Financial Analysis, Corporate Finance, Due Diligence
Education
University of Toronto Schools 1992 — 1997
Queen's University
Bachelor of Arts (BA)
RCB Capital Management LLC June 2009 - Present
Deloitte Corporate Finance LLC July 2007 - June 2009
Macquarie Bank 2007 - 2007
Giuliani Capital Advisors 1998 - 2007
Ernst & Young 1991 - 1998
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance and Strategy
Miami University 1987 — 1991
BS, Accounting
Lake Whillans Capital Partners February 2013 - Present
BlackRobe Capital 2011 - March 2013
InSITE 2008 - July 2011
Macquarie Bank 2010 - 2010
Burford Management 2007 - 2008
Skills
Venture Capital, Financial Modeling, Private Equity, Valuation, Due Diligence, Hedge Funds, Corporate Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
New York University School of Law 2007 — 2011
Northwestern University 2000 — 2004
BS, History & Communication Sciences
Google February 2009 - May 2013
Macquarie Bank July 2008 - December 2008
Peace Corps 2004 - 2006
Hewlett-Packard 2002 - 2004
Pratt & Whitney January 2000 - August 2000
Skills
R, Data Analysis, Statistics, Analytics, Statistical Modeling, Data Mining, Python, Algorithms
Education
University of California, Berkeley 2013 — 2018
Doctor of Philosophy (PhD), Statistics
The London School of Economics and Political Science (LSE) 2006 — 2008
MSc, Econometrics, 2-year program
University of Illinois at Urbana-Champaign 1997 — 2002
BS, Theoretical and Applied Mechanics, Mathematics
Goldman Sachs September 2014 - Present
Axiom August 2012 - September 2014
Tagliaferro & LoPresti, LLP June 2011 - July 2012
Commodity Futures Trading Commission August 2010 - December 2010
Cutwater Asset Management May 2010 - August 2010
US Court of International Trade January 2010 - May 2010
Macquarie Bank January 2010 - May 2010
American Thoracic Society May 2001 - January 2010
Skills
Securities, Legal Research, Legal Writing, Research, Securities Regulation, French, International Law, Government, Corporate Law
Education
New York Law School 2007 — 2010
JD, Law
Sofia University St. Kliment Ohridski 1990 — 1995
MA, French Language and Literature
Daiwa Capital Markets July 2011 - July 2013
Deutsche Bank October 2009 - June 2011
Macquarie Bank 2006 - 2009
ING Financial Markets, LLC September 2005 - August 2006
Morgan Stanley Investment Management 1995 - 2005
Education
Saint Joseph's University
Macquarie Bank August 2002 - Present
Comdisco 1993 - 2002
Skills
Corporate Finance, Portfolio Management, Transportation, Financial Services, Vendor Management, Due Diligence, Structured Finance, Risk Management, Executive Management, Investment Banking, Investments, Financial Analysis, Analysis, Funding, Program Management, Contract Negotiation, Business Development, Mergers & Acquisitions, Valuation, Asset Management, Mergers, Strategy, Banking, Finance, Business Strategy, Business Analysis, Financial Structuring, Management, Financial Risk, Private Equity, Financial Modeling, Start-ups, Strategic Financial..., Restructuring, Financial Markets
Education
San Diego State University-California State University
Marketing/Marketing Management, General
Freelancer January 1989 - Present
Macquarie Bank July 2007 - December 2008
JETRO (Japan External Trade Organisation) London July 2005 - June 2007
Rockin'On Inc. January 1989 - March 2004
Rockin'On Inc. January 1984 - December 1988
Skills
Journalism, Translation, Proofreading, English, Japanese, Editing, Research, Public Speaking, Creative Writing, Writing, Leadership, Teaching, Microsoft Office, Administration, Microsoft Excel, Foreign Languages, Word, Excel, PowerPoint, Interpreting
Education
東京大学 / The University of Tokyo
BA Arts, British Studies
Simon Fraser University 2012 — 2012
Translation Workshop
Behrman Capital June 2011 - Present
International Telematics February 2010 - June 2011
Macquarie Bank May 2007 - February 2010
Hargreaves Associates 2006 - 2007
NYMEX 2003 - 2006
Education
Old Dominion University 1996 — 2001
BS, Exercise Science
Macquarie Bank April 2007 - Present
Macquarie Bank April 2007 - Present
Castlestone Management July 2006 - April 2007
Deutsche Bank March 2006 - July 2006
Macquarie Group June 2004 - August 2005
KPMG December 2001 - June 2004
Skills
Equities
Education
Institute of Chartered Accountants, Australia 2002 — 2005
Qualification for Membership for the Institue of Chartered Accontants, Accounting, Strategic Business Management, Finance, Taxation
Macquarie University 1999 — 2002
Bachelor of Commerce (Accounting Major, Marketing Sub-Major), Commerce (Economics, Accounting, Finance, Marketing)
Series 7, 24 & 63
Business Integration Group July 2013 - August 2014
&Beyond April 2014 - July 2014
Deloitte June 2012 - June 2013
Macquarie Bank October 2009 - June 2012
Ernst & Young May 2006 - October 2009
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master in Accountancy, Accounting
Indiana University - Kelley School of Business 2004 — 2006
Bachelor of Science in Business Administration, Finance
The University of Chicago Booth School of Business
CLSA October 2014 - Present
Macquarie Bank October 2009 - October 2014
Banc of America Securities 2007 - 2009
Morgan Stanley January 2001 - May 2007
Lynch, Jones & Ryan 1988 - 1997
Ernst & Whinney 1980 - 1986
Ernst & Whinney 1980 - 1986
Education
Long Island University, C.W. Post Campus
BS, accounting
RBC Capital Markets 2014 - Present
Scotiabank Global Banking and Markets 2010 - 2013
HSBC Bank Canada 2005 - 2009
Macquarie Bank 2004 - 2005
RBC Capital Markets 2001 - 2004
Skills
Capital Markets, Structured Finance, Private Equity, Equities, Due Diligence, Hedge Funds, Mergers & Acquisitions, Risk Management, Credit, Loans, Corporate Law, Commercial Banking, Syndications, Derivatives, Fixed Income, Financial Modeling, Investment Banking, Credit Analysis
Education
University of Toronto 2012 — 2013
Master of Laws, Global Business Law and Securities Regulation Law
CFA
Simon Fraser University
MBA, Gold Medalist, Finance
The University of British Columbia
B. Comm (Honors), Accounting
Macquarie Group June 2013 - Present
paradigm quest August 2011 - April 2013
Macquarie Bank April 2007 - July 2011
Macquarie Financial April 2007 - July 2011
BMO Financial Group March 1995 - April 2007
Skills
Mortgage Lending, Residential Mortgages, Credit, Loans, Credit Analysis, Banking, Refinance, Mortgage Underwriting, Underwriting, Credit Risk, Investments, Risk Management, Renewals, Renewal Retention, Quality Assurance, Quality Auditing
Education
Ryerson University
HSBC 2013 - Present
Morgan Stanley 2011 - 2013
Macquarie Bank 2008 - 2011
Citigroup 2006 - 2007
US Trust 2000 - 2005
JPMorgan Chase 1985 - 1988
Skills
Operational Risk, AML, Financial Risk, Risk Management, Internal Audit, Enterprise Risk..., Regulations, Operational Risk..., Anti Money Laundering, Capital Markets, Financial Services, KYC, Due Diligence, Securities, Fixed Income, FCPA, Compliance, Banking, Personal Trust..., Trust Services, Investment Banking
Education
Hofstra University
B.B.A. in Banking, Finance, and Investments
Macquarie Bank September 1999 - Present
Education
Rice University 1967 — 1972
Rice University 1967 — 1972
ba
Rice University 1963 — 1967
ba
Avigilon January 2015 - Present
Loblaw Companies Limited September 2013 - January 2015
Cygnus Connect Corp. 2010 - March 2013
Macquarie Bank December 2007 - December 2008
Orion Securities March 2007 - December 2007
MGI Securities May 2005 - March 2007
Versant Partners April 2004 - May 2005
GMP Securities January 2001 - March 2004
IBM Canada Ltd. February 1998 - January 2000
Skills
Venture Capital, Equity Research, Investor Relations, Capital Markets, Financial Modeling, Valuation, Investment Banking, Equity Valuation, Equities, Corporate Finance, Bloomberg, Investments, Derivatives, Securities, Financial Analysis, Programming, Business Strategy, Business Development
Education
York University - Schulich School of Business 2000 — 2003
MBA, Finance
The University of British Columbia 1994 — 1998
B.Sc., Mathematical Science
Macquarie Bank January 2010 - Present
Networks Voice and Data / Associated Telephone Design May 2000 - December 2009
Delta Communications October 1995 - November 1999
Locator Telecoms May 1992 - September 1995
Education
Polytechnic University of the Philippines
Bachelor in Computer Engineering
Macquarie Bank April 2010 - Present
Macquarie Bank February 2003 - March 2009
Education
The University of British Columbia 2002 — 2002
Bachelor, Law
University of Sydney 1998 — 2002
Bachelor, Commerce, Law
TIAA-CREF September 2014 - Present
McKinsey & Company March 2013 - September 2014
McKinsey & Company July 2012 - August 2012
Macquarie Group October 2011 - December 2011
Macquarie Bank August 2009 - September 2011
Minds Matter August 2009 - September 2011
Macquarie Group July 2007 - August 2009
Macquarie Group January 2007 - June 2007
Macquarie Group August 2004 - December 2006
APRA January 2004 - July 2004
Skills
Capital Markets, Investment Banking, Due Diligence, Fixed Income, Derivatives, Financial Risk, Corporate Finance, Mergers & Acquisitions, Risk Management, Valuation, Financial Analysis, Financial Modeling, Business Analysis, Governance, Project Management, Business Strategy, Private Equity
Education
INSEAD 2012 — 2012
Master of Business Administration (MBA), Dean's List
University of New South Wales 1999 — 2003
B Commerce (Finance) / B Laws, Distinction
P.T. Sinar Tambang Arthalestari April 2015 - Present
Westpac Group October 2014 - Present
Macquarie Bank April 2012 - March 2014
Macquarie Bank October 2010 - April 2012
Macquarie Bank January 2008 - October 2010
Macquarie Group May 2007 - January 2008
Skills
Risk Management, AML, Financial Markets, Banking, Operational Risk, Derivatives, Financial Risk, Equities, Anti Money Laundering, Finance, Portfolio Management, Management, Investment Banking, Financial Services, Capital Markets, Business Analysis
Education
Macquarie University
B.Com Mktg
DataInsighter July 2015 - Present
Microsoft April 2014 - July 2015
Microsoft October 2010 - April 2014
Macquarie Bank February 2010 - August 2010
Code Valley 2007 - 2009
Skills
C#, Visual Studio, C++, Software Development, SQL, Web Services, Objective-C, Java, Object Oriented Design, Xcode, Visual C++, C, R, Weka, Unix, Big Data, Tomcat
Education
Stanford University 2014 — 2015
Data Mining and Applications Graduate Certificate
University of Washington 2013 — 2014
Certificate, Data Science
James Cook University 2004 — 2009
Bachelor of Engineering/Bachelor of Science, Computer Systems Engineering and Computer Science
Macquarie Bank 2008 - Present
Morgan Stanley 2006 - 2008
Prudential Equity Group March 2005 - July 2006
Mirant 2001 - 2003
Education
Vanderbilt University 1999 — 2001
Master of Business Administration (MBA), Finance, General
Princeton University 1991 — 1995
Bachelor of Arts (BA), Economics
Macquarie Bank February 2008 - Present
Macquarie Bank September 2005 - February 2008
TIBCO Software Inc. January 2005 - July 2005
Westpac Bank July 2003 - December 2003
Skills
Hedge Funds, Private Equity, Derivatives, Structured Products, Due Diligence, Analysis, Finance, Financial Modeling, Risk Management, Alternative Investments, Bloomberg, SQL, Java, Python, Microsoft Excel, Financial Markets, Investment Banking
Education
Macquarie University 2007 — 2010
Master of Applied Finance
University of Technology, Sydney 2003 — 2005
Bachelor of Information Technology