NatWest Markets
Industry: Investment banking company
DescriptionNatWest Markets is the investment banking arm of The Royal Bank of Scotland Group. It was created from the Group's corporate and institutional banking division in 2016, as part of a structural reform ... Parent organization: Royal Bank of Scotland Group Headquarters: London, United Kingdom Founded: 2016 Key person: Ross McEwan Subsidiaries: RBS International, The One account,
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NatWest Markets Employees
Employee
Years
Job
Industry
Doug Rausch Doug Rausch's NatWest Markets Experience October 1997 - March 1998
Job Director of Financial Infrastructure at Ropes & Gray LLP
Industry Financial Services
Experience
Ropes & Gray LLP November 2013 - Present
Mercer October 2012 - November 2013
Mercer January 2008 - October 2012
Mercer February 2005 - January 2008
Mercer November 2003 - February 2005
Brown Brothers Harriman March 1998 - November 2003
NatWest Markets October 1997 - March 1998
Brown Brothers Harriman June 1993 - October 1997
Skills
Data Visualization, Tableau, Business Intelligence, Product Management, IT Management, IT Strategy, Analytics, Product Strategy, Information Architecture, data strategy, Data Warehousing, CRM software, Big Data, Financial Accounting, Financial Reporting, SOX Compliancy, Client profitability, Innovation, CRM, Data Modeling, Requirements Analysis, Requirements Gathering, SDLC, VBA, Management, Budgets, Leadership, Business Analysis, Executive Management
Education
Trinity College-Hartford 1989 — 1993
BS
Long Island Lutheran High School 1985 — 1990
Ropes & Gray LLP November 2013 - Present
Mercer October 2012 - November 2013
Mercer January 2008 - October 2012
Mercer February 2005 - January 2008
Mercer November 2003 - February 2005
Brown Brothers Harriman March 1998 - November 2003
NatWest Markets October 1997 - March 1998
Brown Brothers Harriman June 1993 - October 1997
Skills
Data Visualization, Tableau, Business Intelligence, Product Management, IT Management, IT Strategy, Analytics, Product Strategy, Information Architecture, data strategy, Data Warehousing, CRM software, Big Data, Financial Accounting, Financial Reporting, SOX Compliancy, Client profitability, Innovation, CRM, Data Modeling, Requirements Analysis, Requirements Gathering, SDLC, VBA, Management, Budgets, Leadership, Business Analysis, Executive Management
Education
Trinity College-Hartford 1989 — 1993
BS
Long Island Lutheran High School 1985 — 1990
Peter O'Sullivan Peter O'Sullivan's NatWest Markets Experience 1996 - 1998
Job Partner at PremieRe Holdings
Industry Banking
Experience
PremieRe Holdings LLC 2011 - Present
Dresdner Kleinwort / Commerzbank AG March 2009 - June 2011
Dresdner Kleinwort January 2007 - March 2009
Dresdner Kleinwort 2002 - 2007
Dresdner Kleinwort 1998 - 2002
NatWest Markets 1996 - 1998
KPMG 1995 - 1996
Office of the Comptroller of the Currency 1987 - 1995
Skills
Credit Portfolio..., Restructuring & Workout, Credit Trading, Risk Management, International Experience, New Business Steering, Capital Management, Team Building &..., Portfolio Management, Credit Derivatives, Capital Markets, Credit Risk, Bonds, Derivatives, Equity Derivatives, Structured Products, Credit, Finance, Loans, Trading, Strategy, Structured Finance, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
BS, Finance, Marketing
PremieRe Holdings LLC 2011 - Present
Dresdner Kleinwort / Commerzbank AG March 2009 - June 2011
Dresdner Kleinwort January 2007 - March 2009
Dresdner Kleinwort 2002 - 2007
Dresdner Kleinwort 1998 - 2002
NatWest Markets 1996 - 1998
KPMG 1995 - 1996
Office of the Comptroller of the Currency 1987 - 1995
Skills
Credit Portfolio..., Restructuring & Workout, Credit Trading, Risk Management, International Experience, New Business Steering, Capital Management, Team Building &..., Portfolio Management, Credit Derivatives, Capital Markets, Credit Risk, Bonds, Derivatives, Equity Derivatives, Structured Products, Credit, Finance, Loans, Trading, Strategy, Structured Finance, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
BS, Finance, Marketing
kevin mceneaney kevin mceneaney's NatWest Markets Experience April 1992 - February 1997
Job Financial Consultant at Quest Capital Strategies, Inc.
Industry Financial Services
Experience
Self-employed February 1980 - Present
Quest Capital Strategies, Inc. March 2014 - January 2015
JMP Securities August 2010 - March 2012
Thomas Weisel Partners January 2000 - June 2010
Montgomery Securities March 1997 - January 2000
NatWest Markets April 1992 - February 1997
Paine Webber August 1980 - April 1992
Skills
Series 7, Series 63, Series 24, Equity Research, FINRA, Hedge Funds, Options, Finance, Mutual Funds, Capital Markets, Equities, Fixed Income, Alternative Investments, Bloomberg, Trading
Education
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Self-employed February 1980 - Present
Quest Capital Strategies, Inc. March 2014 - January 2015
JMP Securities August 2010 - March 2012
Thomas Weisel Partners January 2000 - June 2010
Montgomery Securities March 1997 - January 2000
NatWest Markets April 1992 - February 1997
Paine Webber August 1980 - April 1992
Skills
Series 7, Series 63, Series 24, Equity Research, FINRA, Hedge Funds, Options, Finance, Mutual Funds, Capital Markets, Equities, Fixed Income, Alternative Investments, Bloomberg, Trading
Education
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Sociology
John Stepper John Stepper's NatWest Markets Experience January 1997 - March 1998
Job MD at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 1998 - Present
Deustche Bank 1998 - Present
NatWest Markets January 1997 - March 1998
Morgan Stanley 1994 - 1997
AT&T Bell Labs June 1986 - January 1994
Skills
Social Business, Capital Markets, Social Media, Enterprise 2.0, Web 2.0, Financial Services, Jive, Collaboration, Equities, Investment Banking, Hedge Funds, Prime Brokerage, Electronic Trading, Leadership, Strategy, Trading Systems, Community Development, IT Strategy, Public Speaking, Writing, Derivatives, Equity Derivatives, Options, Community Management, Trading, Common Sense, Management, Business Analysis
Education
Columbia University in the City of New York 1986 — 1987
Master's, Computer Science
Columbia University in the City of New York 1983 — 1986
Bachelor's, Computer Science
Regis High School 1978 — 1982
Deutsche Bank March 1998 - Present
Deustche Bank 1998 - Present
NatWest Markets January 1997 - March 1998
Morgan Stanley 1994 - 1997
AT&T Bell Labs June 1986 - January 1994
Skills
Social Business, Capital Markets, Social Media, Enterprise 2.0, Web 2.0, Financial Services, Jive, Collaboration, Equities, Investment Banking, Hedge Funds, Prime Brokerage, Electronic Trading, Leadership, Strategy, Trading Systems, Community Development, IT Strategy, Public Speaking, Writing, Derivatives, Equity Derivatives, Options, Community Management, Trading, Common Sense, Management, Business Analysis
Education
Columbia University in the City of New York 1986 — 1987
Master's, Computer Science
Columbia University in the City of New York 1983 — 1986
Bachelor's, Computer Science
Regis High School 1978 — 1982
Harish Mysoré Harish Mysoré's NatWest Markets Experience 1992 - 1994
Job Senior Corporate Development, Alliances & Strategy Professional
Industry Information Technology and Services
Experience
Sabre Corporation 2014 - 2015
TriZetto Corporation 2011 - 2014
Perot Systems December 1995 - March 2011
Dell Services (formerly Perot Systems) 1995 - 2011
Kirkland Investment Corp 1994 - 1995
NatWest Markets 1992 - 1994
Skills
Corporate Development, M&A experience, Business Alliances, Negotiation, Strategy Development, Strategy, Leadership, People Development, Coaching, Building World Class..., Foreign Investment, International, Financial Analysis, Strategic Planning, Corporate Finance, Acquisition Integration, Integration Strategies, Sales, IT Service Management, Business Development, Mergers, Mergers & Acquisitions, Outsourcing, Project Management, Business Process..., Integration, Telecommunications, IT Strategy, Analysis, Business Transformation, Program Management, Finance, Team Leadership, SaaS, Due Diligence, Go-to-market Strategy, Financial Modeling, Start-ups, Consulting, Valuation, Strategic Partnerships, Executive Management, Acquisitions, Operations Management, Cross-functional Team..., Management Consulting, Analytics, Competitive Analysis, Management, Enterprise Software
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Marketing and Finance, Palmer Scholar (Top 5% of Class)
Southern Illinois University, Edwardsville
BS/MS, Computer Science
Sabre Corporation 2014 - 2015
TriZetto Corporation 2011 - 2014
Perot Systems December 1995 - March 2011
Dell Services (formerly Perot Systems) 1995 - 2011
Kirkland Investment Corp 1994 - 1995
NatWest Markets 1992 - 1994
Skills
Corporate Development, M&A experience, Business Alliances, Negotiation, Strategy Development, Strategy, Leadership, People Development, Coaching, Building World Class..., Foreign Investment, International, Financial Analysis, Strategic Planning, Corporate Finance, Acquisition Integration, Integration Strategies, Sales, IT Service Management, Business Development, Mergers, Mergers & Acquisitions, Outsourcing, Project Management, Business Process..., Integration, Telecommunications, IT Strategy, Analysis, Business Transformation, Program Management, Finance, Team Leadership, SaaS, Due Diligence, Go-to-market Strategy, Financial Modeling, Start-ups, Consulting, Valuation, Strategic Partnerships, Executive Management, Acquisitions, Operations Management, Cross-functional Team..., Management Consulting, Analytics, Competitive Analysis, Management, Enterprise Software
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Marketing and Finance, Palmer Scholar (Top 5% of Class)
Southern Illinois University, Edwardsville
BS/MS, Computer Science
Tom Tomasovic Tom Tomasovic's NatWest Markets Experience March 1993 - September 1998
Job CSM | BSAC | Business Analysis | Consultant | BA Manager / Director
Industry Information Technology and Services
Experience
Healthfirst January 2009 - July 2014
Healthfirst November 2005 - January 2009
Healthfirst January 2005 - November 2005
Healthfirst March 1999 - January 2005
NatWest Markets March 1993 - September 1998
Skills
Business Analysis, Healthcare Information..., Business Requirements, Leadership, Requirements Management, HIPAA, SDLC, Management, Requirements Analysis, Requirements Gathering, Analysis, Program Management, Software Project..., SQL, Medicaid, Healthcare, Healthcare Industry, Medicaid Managed Care, Medicare, Managed Care, Training, Process Improvement, Business Process..., Systems Analysis, Technical Writing, Healthcare Management, Strategic Planning, Performance Improvement, Quality Improvement, Software Documentation, Data Analysis, Visio, Information Technology
Education
Massachusetts Institute of Technology
B.S., Chemical Engineering
Healthfirst January 2009 - July 2014
Healthfirst November 2005 - January 2009
Healthfirst January 2005 - November 2005
Healthfirst March 1999 - January 2005
NatWest Markets March 1993 - September 1998
Skills
Business Analysis, Healthcare Information..., Business Requirements, Leadership, Requirements Management, HIPAA, SDLC, Management, Requirements Analysis, Requirements Gathering, Analysis, Program Management, Software Project..., SQL, Medicaid, Healthcare, Healthcare Industry, Medicaid Managed Care, Medicare, Managed Care, Training, Process Improvement, Business Process..., Systems Analysis, Technical Writing, Healthcare Management, Strategic Planning, Performance Improvement, Quality Improvement, Software Documentation, Data Analysis, Visio, Information Technology
Education
Massachusetts Institute of Technology
B.S., Chemical Engineering
Mitchell Rothlein Mitchell Rothlein's NatWest Markets Experience December 1993 - July 1996
Job Senior IT Business Analyst at The Port Authority of New York & New Jersey
Industry Financial Services
Experience
The Port Authority of New York & New Jersey July 2015 - Present
Bank of America Merrill Lynch October 2014 - July 2015
Deutsche Bank July 1996 - March 2014
NatWest Markets December 1993 - July 1996
Swiss Volksbank October 1988 - May 1993
Bank of Montreal October 1984 - October 1988
Manufacturers Hanover Trust March 1980 - October 1984
Skills
Derivatives, Money Market, Foreign Exchange, Fixed Income, Prime Brokerage, Banking, Capital Markets, FX Options, Investment Banking, Structured Products, Trading Systems, Settlement, Loans, Business Analysis, Account Reconciliation, Equities, Equity Derivatives, Back Office, Interest Rate..., Collateral Management, Reference Data, Budget Monitoring, Budget Process
Education
Coe College 1974 — 1978
BA, Economics and Political Science
The Port Authority of New York & New Jersey July 2015 - Present
Bank of America Merrill Lynch October 2014 - July 2015
Deutsche Bank July 1996 - March 2014
NatWest Markets December 1993 - July 1996
Swiss Volksbank October 1988 - May 1993
Bank of Montreal October 1984 - October 1988
Manufacturers Hanover Trust March 1980 - October 1984
Skills
Derivatives, Money Market, Foreign Exchange, Fixed Income, Prime Brokerage, Banking, Capital Markets, FX Options, Investment Banking, Structured Products, Trading Systems, Settlement, Loans, Business Analysis, Account Reconciliation, Equities, Equity Derivatives, Back Office, Interest Rate..., Collateral Management, Reference Data, Budget Monitoring, Budget Process
Education
Coe College 1974 — 1978
BA, Economics and Political Science
Stephen M. Toth Stephen M. Toth's NatWest Markets Experience 1994 - 1998
Job
Industry Real Estate
Experience
The LIRO Group October 2012 - Present
NEW JERSEY’S SCIENCE & TECHNOLOGY UNIVERSITY PEOPLE TO BUSINESS (P2B) TALENT NETWORK August 2011 - Present
Quantex Laboratories October 2012 - September 2013
WestLB Bank October 2006 - July 2011
Bank of America Securities Inc. March 2004 - August 2006
Lehman Brothers Holdings Inc. October 2000 - March 2004
BMO Nesbitt Burns 1998 - 2002
NatWest Markets 1994 - 1998
HYM Financial Securities December 1993 - April 1994
Fitch Investors June 1988 - December 1993
Skills
Risk Management, Mergers, Hedge Funds, Financial Analysis, Due Diligence, Capital Markets, Fixed Income, Finance
Education
Fairleigh Dickinson University 1990 — 1992
MBA, Accounting
Fairleigh Dickinson University 1980 — 1985
BS, Economics & Finance
Bergen Catholic High School
The LIRO Group October 2012 - Present
NEW JERSEY’S SCIENCE & TECHNOLOGY UNIVERSITY PEOPLE TO BUSINESS (P2B) TALENT NETWORK August 2011 - Present
Quantex Laboratories October 2012 - September 2013
WestLB Bank October 2006 - July 2011
Bank of America Securities Inc. March 2004 - August 2006
Lehman Brothers Holdings Inc. October 2000 - March 2004
BMO Nesbitt Burns 1998 - 2002
NatWest Markets 1994 - 1998
HYM Financial Securities December 1993 - April 1994
Fitch Investors June 1988 - December 1993
Skills
Risk Management, Mergers, Hedge Funds, Financial Analysis, Due Diligence, Capital Markets, Fixed Income, Finance
Education
Fairleigh Dickinson University 1990 — 1992
MBA, Accounting
Fairleigh Dickinson University 1980 — 1985
BS, Economics & Finance
Bergen Catholic High School
Luca Avellini Luca Avellini's NatWest Markets Experience August 1993 - July 1997
Job Senior Consultant at XTP AG
Industry Investment Management
Experience
XTP AG July 2015 - Present
JCI Capital Ltd September 2009 - Present
NYC Department of Education August 2006 - September 2009
Asset International June 2005 - July 2006
FinTuition Ltd July 2004 - June 2005
UBS Investment Bank January 1999 - July 2002
UBS Investment Bank July 1997 - January 1999
NatWest Markets August 1993 - July 1997
Ferruzzi Trading France January 1991 - July 1993
Skills
Foreign Exchange, Risk Management, Derivatives, Investments, Currency, Hedge Funds, Mutual Funds, Financial Services, Financial Markets, Trading, FX Options, Options, Algorithmic Trading, Business Development, Management Consulting, Alternative Investments, Trading System, Commodity, Capital Markets, Equities, Asset Management
Education
Manhattanville College 2006 — 2008
MAT, Education
Università degli Studi di Pavia 1986 — 1990
BS - Economics, Finance
XTP AG July 2015 - Present
JCI Capital Ltd September 2009 - Present
NYC Department of Education August 2006 - September 2009
Asset International June 2005 - July 2006
FinTuition Ltd July 2004 - June 2005
UBS Investment Bank January 1999 - July 2002
UBS Investment Bank July 1997 - January 1999
NatWest Markets August 1993 - July 1997
Ferruzzi Trading France January 1991 - July 1993
Skills
Foreign Exchange, Risk Management, Derivatives, Investments, Currency, Hedge Funds, Mutual Funds, Financial Services, Financial Markets, Trading, FX Options, Options, Algorithmic Trading, Business Development, Management Consulting, Alternative Investments, Trading System, Commodity, Capital Markets, Equities, Asset Management
Education
Manhattanville College 2006 — 2008
MAT, Education
Università degli Studi di Pavia 1986 — 1990
BS - Economics, Finance
Steve Karczmer, CPA and CISA Steve Karczmer, CPA and CISA's NatWest Markets Experience June 1996 - July 1998
Job Director Corporate and IT Security at Safe Banking Systems
Industry Information Technology and Services
Experience
Safe Banking Systems May 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. June 2014 - May 2015
BNP Paribas October 2012 - June 2014
Nomura Holding America June 2001 - July 2012
Deutsche Bank July 1998 - May 2001
NatWest Markets June 1996 - July 1998
Salomon Brothers May 1993 - June 1996
Peat Marwick July 1985 - July 1990
Touche Ross 1983 - 1985
Skills
IT Audit, COBIT, Governance, Pre-implementation..., BCM, Sarbanes-Oxley, Operational Risk, Investment Banking, Fixed Income, Derivatives, Equities, IT Risk Management, SAS70, GRC, Paisley GRC, Project Management, Methodology, Internal Audit, Internal Controls, Trading Systems, Risk Management, Market Data, Securities, Auditing, Risk Assessment, Business Process
Education
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Accounting, Computer Science
Safe Banking Systems May 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. June 2014 - May 2015
BNP Paribas October 2012 - June 2014
Nomura Holding America June 2001 - July 2012
Deutsche Bank July 1998 - May 2001
NatWest Markets June 1996 - July 1998
Salomon Brothers May 1993 - June 1996
Peat Marwick July 1985 - July 1990
Touche Ross 1983 - 1985
Skills
IT Audit, COBIT, Governance, Pre-implementation..., BCM, Sarbanes-Oxley, Operational Risk, Investment Banking, Fixed Income, Derivatives, Equities, IT Risk Management, SAS70, GRC, Paisley GRC, Project Management, Methodology, Internal Audit, Internal Controls, Trading Systems, Risk Management, Market Data, Securities, Auditing, Risk Assessment, Business Process
Education
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Accounting, Computer Science
Rick Rhodes Rick Rhodes's NatWest Markets Experience 1996 - 1998
Job Principal Consultant at Capco
Industry Information Technology and Services
Experience
Capco September 2009 - Present
UBS Investment Bank May 2007 - February 2009
CompuCom July 2005 - May 2007
CompuCom November 2002 - July 2005
GE Capital July 2000 - November 2002
GE Capital January 1998 - July 2000
NatWest Markets 1996 - 1998
Skills
Integration, Data Center, Program Management, Vendor Management, Business Analysis, Enterprise Software, Technology Evaluation, Disaster Recovery, IT Strategy, SDLC, Infrastructure Planning, Global Deployment, Business Continuity, Process Improvement, Project Management, Cloud Computing, Troubleshooting, Data Center Architecture, Virtualization, Interface Architecture, Trading Systems, Six Sigma, Budget Oversight, Unix, Unix Shell Scripting, IT Governance, Desktop Management, Scientific Computing, Solution Design, Security, Consultancy, Management Consulting, System Monitoring, Strategy, Enterprise Architecture, Solaris, IT Infrastructure..., Organizational Design, Network Monitoring Tools, Linux, Grid Computing, IT Infrastructure Design, Information Security, Process Simplification, Systems Analysis, Budget Management, Consulting
Education
Penn State University 1989 — 1993
BS, Chemistry
Capco September 2009 - Present
UBS Investment Bank May 2007 - February 2009
CompuCom July 2005 - May 2007
CompuCom November 2002 - July 2005
GE Capital July 2000 - November 2002
GE Capital January 1998 - July 2000
NatWest Markets 1996 - 1998
Skills
Integration, Data Center, Program Management, Vendor Management, Business Analysis, Enterprise Software, Technology Evaluation, Disaster Recovery, IT Strategy, SDLC, Infrastructure Planning, Global Deployment, Business Continuity, Process Improvement, Project Management, Cloud Computing, Troubleshooting, Data Center Architecture, Virtualization, Interface Architecture, Trading Systems, Six Sigma, Budget Oversight, Unix, Unix Shell Scripting, IT Governance, Desktop Management, Scientific Computing, Solution Design, Security, Consultancy, Management Consulting, System Monitoring, Strategy, Enterprise Architecture, Solaris, IT Infrastructure..., Organizational Design, Network Monitoring Tools, Linux, Grid Computing, IT Infrastructure Design, Information Security, Process Simplification, Systems Analysis, Budget Management, Consulting
Education
Penn State University 1989 — 1993
BS, Chemistry
Joyce Dy Joyce Dy's NatWest Markets Experience October 1996 - February 1998
Job Lean Sigma Advisor at Chevron
Industry Oil & Energy
Experience
Chevron February 2013 - Present
Chevron March 2010 - Present
Chevron August 2010 - January 2013
Chevron March 1998 - July 2010
NatWest Markets October 1996 - February 1998
Skills
Six Sigma, Operational Excellence, Process Engineering, SAP, Process Improvement, Problem Solving, Root Cause Analysis, Operations Management, Change Management, Optimization, Business Analysis, Business Process..., Supervisory Skills, Team Building, Planning, Business Strategy, Coaching, Management Consulting, Analysis, Process Optimization, Business Process, Project Management, Management, Leadership, Project Planning
Education
University of Santo Tomas 1992 — 1996
Bachelor of Science (B.S.), Accounting
Ateneo Graduate School of Business
Master of Business Administration (MBA)
Chevron February 2013 - Present
Chevron March 2010 - Present
Chevron August 2010 - January 2013
Chevron March 1998 - July 2010
NatWest Markets October 1996 - February 1998
Skills
Six Sigma, Operational Excellence, Process Engineering, SAP, Process Improvement, Problem Solving, Root Cause Analysis, Operations Management, Change Management, Optimization, Business Analysis, Business Process..., Supervisory Skills, Team Building, Planning, Business Strategy, Coaching, Management Consulting, Analysis, Process Optimization, Business Process, Project Management, Management, Leadership, Project Planning
Education
University of Santo Tomas 1992 — 1996
Bachelor of Science (B.S.), Accounting
Ateneo Graduate School of Business
Master of Business Administration (MBA)
Kathleen Heaslip Boyle, CFA Kathleen Heaslip Boyle, CFA's NatWest Markets Experience 1995 - 1997
Job Managing Director
Industry Financial Services
Experience
Citi 1999 - Present
Citi 2005 - 2011
Citi 2004 - 2005
Citi 1999 - 2004
BT Alex Brown January 1998 - 1998
NatWest Markets 1995 - 1997
NatWest Markets 1991 - 1995
Skills
Equities, Institutional Sales, Valuation, Equity Research, Series 7, Capital Markets
Education
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (BA), Economics
Mahopac High School 1982 — 1986
Citi 1999 - Present
Citi 2005 - 2011
Citi 2004 - 2005
Citi 1999 - 2004
BT Alex Brown January 1998 - 1998
NatWest Markets 1995 - 1997
NatWest Markets 1991 - 1995
Skills
Equities, Institutional Sales, Valuation, Equity Research, Series 7, Capital Markets
Education
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (BA), Economics
Mahopac High School 1982 — 1986
Raymond Cuciniello Raymond Cuciniello's NatWest Markets Experience 1997 - 1998
Job Director of Human Resources at Good Shepherd Services
Industry Human Resources
Experience
Good Shepherd Services October 2014 - Present
Edelman February 2014 - October 2014
Edwin Gould Services for Children & Families May 2010 - February 2014
Senior Human Resources Consultant, Executive Coach and Contract Recruiter 2003 - 2010
Ketchum Public Relations 2000 - 2003
UBS PaineWebber 1998 - 2000
NatWest Markets 1997 - 1998
Wachovia Securities 1995 - 1997
Morgan Stanley 1994 - 1996
Skills
Senior Human Resources..., Talent Acquisition, Organizational..., Employee Relations and..., Executive Coaching, Leadership Development..., Sourcing & Recruiting, Policy Writing, Employee Engagement &..., Management, Public Relations, Human Resources, Sponsorship, Advertising, Performance Management, Employee Benefits, Social Media, Strategy, Training, HRIS, Executive Search, HR Policies, Temporary Placement, Leadership, Leadership Development, Employee Relations, Recruiting, Succession Planning, Talent Management, Strategic Planning, HR Consulting, Labor Relations
Education
Baruch College, City University of New York (CUNY) 1988 — 1991
MBA - Human Resources Management, Leadership Development & Business Strategy
University of Notre Dame 1984 — 1988
BA Psychology, Organizational Behavior & Psychometric Assessment
Good Shepherd Services October 2014 - Present
Edelman February 2014 - October 2014
Edwin Gould Services for Children & Families May 2010 - February 2014
Senior Human Resources Consultant, Executive Coach and Contract Recruiter 2003 - 2010
Ketchum Public Relations 2000 - 2003
UBS PaineWebber 1998 - 2000
NatWest Markets 1997 - 1998
Wachovia Securities 1995 - 1997
Morgan Stanley 1994 - 1996
Skills
Senior Human Resources..., Talent Acquisition, Organizational..., Employee Relations and..., Executive Coaching, Leadership Development..., Sourcing & Recruiting, Policy Writing, Employee Engagement &..., Management, Public Relations, Human Resources, Sponsorship, Advertising, Performance Management, Employee Benefits, Social Media, Strategy, Training, HRIS, Executive Search, HR Policies, Temporary Placement, Leadership, Leadership Development, Employee Relations, Recruiting, Succession Planning, Talent Management, Strategic Planning, HR Consulting, Labor Relations
Education
Baruch College, City University of New York (CUNY) 1988 — 1991
MBA - Human Resources Management, Leadership Development & Business Strategy
University of Notre Dame 1984 — 1988
BA Psychology, Organizational Behavior & Psychometric Assessment
Blair Van Zant Blair Van Zant's NatWest Markets Experience 1992 - 1994
Job Director, Wholesale Credit Risk Audit & Regional Head of Risk Audit Americas
Industry Banking
Experience
Barclays November 2014 - Present
Barclays January 2010 - November 2014
Barclays April 2006 - January 2010
Dresdner Bank September 2004 - April 2006
Deutsche Bank 2003 - 2004
ING Barings 2000 - 2001
CIBC World Markets 1996 - 2000
NatWest Markets 1992 - 1994
Skills
Credit Risk in..., Regulatory Capital and..., Risk Reporting, Leadership and team..., Portfolio and Cross..., Financial Risk, Portfolio Management, Credit, PMO, Derivatives, @Risk, Counterparty Risk, Structured Finance, Trading, Banking, Credit Risk, Financial Services, Corporate Finance, Finance, Risk Management
Education
McMaster University
Bachelor of Commerce (B.Com.), Finance and Economics
Park Stree Collegiate Institute, Orillia
Barclays November 2014 - Present
Barclays January 2010 - November 2014
Barclays April 2006 - January 2010
Dresdner Bank September 2004 - April 2006
Deutsche Bank 2003 - 2004
ING Barings 2000 - 2001
CIBC World Markets 1996 - 2000
NatWest Markets 1992 - 1994
Skills
Credit Risk in..., Regulatory Capital and..., Risk Reporting, Leadership and team..., Portfolio and Cross..., Financial Risk, Portfolio Management, Credit, PMO, Derivatives, @Risk, Counterparty Risk, Structured Finance, Trading, Banking, Credit Risk, Financial Services, Corporate Finance, Finance, Risk Management
Education
McMaster University
Bachelor of Commerce (B.Com.), Finance and Economics
Park Stree Collegiate Institute, Orillia
Allan Rimland Allan Rimland's NatWest Markets Experience 1992 - 1995
Job President and Chief Financial Officer at AdCare Health Systems, Inc.
Industry Real Estate
Experience
AdCare Health Systems, Inc. April 2015 - Present
Stephens Inc. March 2011 - February 2015
JMP Securities 2008 - 2011
Wachovia Securities 2001 - 2008
Banc of America Securities 1999 - 2001
Morgan Stanley 1996 - 1999
NatWest Markets 1992 - 1995
Smith Barney 1989 - 1991
Booz Allen Hamilton 1985 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance, General
University of Pennsylvania 1981 — 1985
BAS, Applied Science-Computer Science Enginnering
University of Pennsylvania - The Wharton School 1981 — 1985
BS.Econ., Finance/Management
AdCare Health Systems, Inc. April 2015 - Present
Stephens Inc. March 2011 - February 2015
JMP Securities 2008 - 2011
Wachovia Securities 2001 - 2008
Banc of America Securities 1999 - 2001
Morgan Stanley 1996 - 1999
NatWest Markets 1992 - 1995
Smith Barney 1989 - 1991
Booz Allen Hamilton 1985 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance, General
University of Pennsylvania 1981 — 1985
BAS, Applied Science-Computer Science Enginnering
University of Pennsylvania - The Wharton School 1981 — 1985
BS.Econ., Finance/Management
Benjamin Harland Benjamin Harland's NatWest Markets Experience February 1997 - March 1998
Job Director at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management May 2012 - Present
Societe Generale US April 2011 - December 2011
Deutsche Bank July 2008 - March 2011
Deutsche Bank February 2006 - July 2008
Deutsche Bank March 1998 - February 2006
NatWest Markets February 1997 - March 1998
NatWest Markets November 1992 - February 1997
Cosmo Securities (Europe) Limited January 1990 - November 1992
Peat Marwick September 1986 - December 1989
Skills
Product Control
Education
University of Leeds 1982 — 1986
B Sc, Mathematics
Morgan Stanley Wealth Management May 2012 - Present
Societe Generale US April 2011 - December 2011
Deutsche Bank July 2008 - March 2011
Deutsche Bank February 2006 - July 2008
Deutsche Bank March 1998 - February 2006
NatWest Markets February 1997 - March 1998
NatWest Markets November 1992 - February 1997
Cosmo Securities (Europe) Limited January 1990 - November 1992
Peat Marwick September 1986 - December 1989
Skills
Product Control
Education
University of Leeds 1982 — 1986
B Sc, Mathematics
Iveta Gigova Iveta Gigova's NatWest Markets Experience 1998 - 2001
Job Principal at ARCH(E)WILD, Visiting Professor of Economics
Industry Venture Capital & Private Equity
Experience
DeVry University January 2015 - Present
ARCH(E)WILD 2009 - Present
Princeton University 2009 - 2014
American University in Bulgaria 2000 - 2013
IFC - International Finance Corporation 2010 - 2012
GlobalPrivateEquity 2007 - 2008
Royal Bank of Scotland 2004 - 2007
RBS Financial Markets 2001 - 2004
NatWest Markets 1998 - 2001
Prudential Securities 1996 - 1998
Skills
Derivatives, Market Risk, Enterprise Risk..., Financial Risk, Risk Management, FX Options, Regulatory Capital, Valuation, Financial Markets, Fixed Income, Banking, Hedge Funds, Finance, Capital Markets, Start-ups, Corporate Finance, Emerging Markets, Portfolio Management, Management Consulting, Investment Banking, Asset Management, Strategy, Trading
Education
Princeton University 1994 — 1996
Master of Public Affairs, Economics and Public Policy
114 AEG
Goldman Sachs 10,000 Small Businesses
Sofia University St. Kliment Ohridski
B.A., Turkic Studies; English Philology
DeVry University January 2015 - Present
ARCH(E)WILD 2009 - Present
Princeton University 2009 - 2014
American University in Bulgaria 2000 - 2013
IFC - International Finance Corporation 2010 - 2012
GlobalPrivateEquity 2007 - 2008
Royal Bank of Scotland 2004 - 2007
RBS Financial Markets 2001 - 2004
NatWest Markets 1998 - 2001
Prudential Securities 1996 - 1998
Skills
Derivatives, Market Risk, Enterprise Risk..., Financial Risk, Risk Management, FX Options, Regulatory Capital, Valuation, Financial Markets, Fixed Income, Banking, Hedge Funds, Finance, Capital Markets, Start-ups, Corporate Finance, Emerging Markets, Portfolio Management, Management Consulting, Investment Banking, Asset Management, Strategy, Trading
Education
Princeton University 1994 — 1996
Master of Public Affairs, Economics and Public Policy
114 AEG
Goldman Sachs 10,000 Small Businesses
Sofia University St. Kliment Ohridski
B.A., Turkic Studies; English Philology
John Terrando John Terrando's NatWest Markets Experience September 1997 - January 1998
Job Senior Vice President at Sherman & Company (formerly LMC Capital)
Industry Investment Banking
Experience
Sherman & Company May 2014 - Present
West Hill Corporate Finance April 2006 - July 2013
HSBC March 1998 - January 2006
NatWest Markets September 1997 - January 1998
Van Kampen Funds December 1991 - August 1996
Skills
Mergers, Corporations, Private Equity, Investment Banking, Corporate Finance, Capital Markets, Financial Structuring, Valuation, Financial Modeling, Investments, Venture Capital, Due Diligence, Equities, Derivatives, IPO, Mergers & Acquisitions, M&A experience, Financial Advisory, Corporate Development, Financial Services
Education
London Business School 1996 — 1997
MIF, Finance
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics
Sherman & Company May 2014 - Present
West Hill Corporate Finance April 2006 - July 2013
HSBC March 1998 - January 2006
NatWest Markets September 1997 - January 1998
Van Kampen Funds December 1991 - August 1996
Skills
Mergers, Corporations, Private Equity, Investment Banking, Corporate Finance, Capital Markets, Financial Structuring, Valuation, Financial Modeling, Investments, Venture Capital, Due Diligence, Equities, Derivatives, IPO, Mergers & Acquisitions, M&A experience, Financial Advisory, Corporate Development, Financial Services
Education
London Business School 1996 — 1997
MIF, Finance
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics
Jeffrey Letzler's NatWest Markets Experience 1990 - 1997
Job Regulatory Counsel & Chief Compliance Officer at Tradeweb Markets LLC
Industry Financial Services
Experience
Tradeweb Markets LLC August 2013 - Present
BGC Partners, Inc. 2010 - 2013
Morgan Stanley & Co. 2008 - 2010
ICAP North America 2006 - 2008
Instinet Group Incorporated 1999 - 2006
HSBC Securities Inc. 1997 - 1999
NatWest Markets 1990 - 1997
Skills
Securities, Securities Regulation, Hedge Funds, FINRA, Capital Markets, Equities, Series 7, Fixed Income, Series 24, Derivatives, Corporate Governance, AML, Electronic Trading, Alternative Investments, Broker-Dealer, Equity Trading, Prime Brokerage, Financial Services, Trading, Options, Financial Markets
Education
Boston College Law School 1976 — 1979
J.D., Securities
Cornell University 1972 — 1976
B.A., Government
Tradeweb Markets LLC August 2013 - Present
BGC Partners, Inc. 2010 - 2013
Morgan Stanley & Co. 2008 - 2010
ICAP North America 2006 - 2008
Instinet Group Incorporated 1999 - 2006
HSBC Securities Inc. 1997 - 1999
NatWest Markets 1990 - 1997
Skills
Securities, Securities Regulation, Hedge Funds, FINRA, Capital Markets, Equities, Series 7, Fixed Income, Series 24, Derivatives, Corporate Governance, AML, Electronic Trading, Alternative Investments, Broker-Dealer, Equity Trading, Prime Brokerage, Financial Services, Trading, Options, Financial Markets
Education
Boston College Law School 1976 — 1979
J.D., Securities
Cornell University 1972 — 1976
B.A., Government
Stephen Koffler Stephen Koffler's NatWest Markets Experience 1994 - 1997
Job Long Term Substitute Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education February 2014 - Present
Lehman College 2013 - Present
Xanthus Capital Management, LLC 2012 - 2013
G-2 Trading 2009 - 2012
Shannon River Partners 2005 - 2007
Wachovia Securities 2000 - 2005
Donaldson, Lufkin & Jenrette 1997 - 1999
NatWest Markets 1994 - 1997
Education
New York University, Stern School of Business 1990 — 1992
MBA
Haverford College 1980 — 1984
The Hebrew University 1982 — 1983
NYC Department of Education February 2014 - Present
Lehman College 2013 - Present
Xanthus Capital Management, LLC 2012 - 2013
G-2 Trading 2009 - 2012
Shannon River Partners 2005 - 2007
Wachovia Securities 2000 - 2005
Donaldson, Lufkin & Jenrette 1997 - 1999
NatWest Markets 1994 - 1997
Education
New York University, Stern School of Business 1990 — 1992
MBA
Haverford College 1980 — 1984
The Hebrew University 1982 — 1983
Jeffrey Bagley, CFA Jeffrey Bagley, CFA's NatWest Markets Experience 1996 - 1997
Job Portfolio Manager at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company January 2010 - Present
Support Center for Child Advocates June 2014 - Present
Cabrini College 2013 - Present
Davidson Trust Company 2008 - 2010
Vanguard 2007 - 2008
Drexel Morgan Capital Advisers, Inc. (McCabe Capital Managers, Ltd.) 1998 - 2007
Schroders 1997 - 1998
NatWest Markets 1996 - 1997
Value Line 1992 - 1996
Skills
Portfolio Management, Investments, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Sell Side, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Business/Managerial Economics
The Haverford Trust Company January 2010 - Present
Support Center for Child Advocates June 2014 - Present
Cabrini College 2013 - Present
Davidson Trust Company 2008 - 2010
Vanguard 2007 - 2008
Drexel Morgan Capital Advisers, Inc. (McCabe Capital Managers, Ltd.) 1998 - 2007
Schroders 1997 - 1998
NatWest Markets 1996 - 1997
Value Line 1992 - 1996
Skills
Portfolio Management, Investments, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Sell Side, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Business/Managerial Economics
Bill Joseph Bill Joseph's NatWest Markets Experience May 1995 - May 1996
Job Sr. IT Engineer at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF April 2013 - Present
TIAA-CREF October 2010 - April 2013
Spring Lake Consulting April 2001 - April 2013
Millennium Partners April 2001 - September 2010
Open Link Financial March 1997 - April 2001
UBS May 1996 - March 1997
NatWest Markets May 1995 - May 1996
EJV Partners June 1991 - May 1995
Skills
Solaris, Unix, Data Center, Perl, Unix Shell Scripting, Sybase, Firewalls, Disaster Recovery, Databases, Market Data, Trading Systems, Low Latency, Integration, Enterprise Architecture, Risk Management, Microsoft SQL Server, Network Administration, System Administration, Electronic Trading, High Availability, Networking, IT Management, Linux, Cloud Computing, IT Strategy, Virtualization, Infrastructure, Security, Oracle, Equity Derivatives, Shell Scripting, Infiniband, Reference Data, Equities, VMware, Business Analysis, Fixed Income, Trading, ITIL, Storage Area Networks, Switches, Prime Brokerage, Equity Trading, Business Continuity, Storage, Solution Architecture, Microsoft Exchange, Middle Office, Database Administration
Education
Hofstra University 1989 — 1991
Computer Science
New York Institute of Technology 1987 — 1989
Electrical Engineering
TIAA-CREF April 2013 - Present
TIAA-CREF October 2010 - April 2013
Spring Lake Consulting April 2001 - April 2013
Millennium Partners April 2001 - September 2010
Open Link Financial March 1997 - April 2001
UBS May 1996 - March 1997
NatWest Markets May 1995 - May 1996
EJV Partners June 1991 - May 1995
Skills
Solaris, Unix, Data Center, Perl, Unix Shell Scripting, Sybase, Firewalls, Disaster Recovery, Databases, Market Data, Trading Systems, Low Latency, Integration, Enterprise Architecture, Risk Management, Microsoft SQL Server, Network Administration, System Administration, Electronic Trading, High Availability, Networking, IT Management, Linux, Cloud Computing, IT Strategy, Virtualization, Infrastructure, Security, Oracle, Equity Derivatives, Shell Scripting, Infiniband, Reference Data, Equities, VMware, Business Analysis, Fixed Income, Trading, ITIL, Storage Area Networks, Switches, Prime Brokerage, Equity Trading, Business Continuity, Storage, Solution Architecture, Microsoft Exchange, Middle Office, Database Administration
Education
Hofstra University 1989 — 1991
Computer Science
New York Institute of Technology 1987 — 1989
Electrical Engineering
Paul Horton Paul Horton's NatWest Markets Experience July 1990 - September 1997
Job Managing Director at NewStar Financial
Industry Investment Management
Experience
NewStar Financial March 2015 - Present
RBS Citizens July 2014 - March 2015
Berkshire Manufactured Products, Inc. March 2011 - June 2014
Arrowhead Mezzanine LLC September 2010 - June 2014
RBS Global Banking & Markets March 2009 - September 2010
RBS Global Banking & Markets October 2001 - March 2009
Heller Financial September 1997 - October 2001
NatWest Markets July 1990 - September 1997
Skills
Debt, Private Equity, Mezzanine, Equities, Buyouts, Workout, Leveraged Finance, LBO, Capital Markets, Restructuring, Credit Analysis, Due Diligence, Structured Finance, Capital, Finance, Investments, Acquisitions, Growth Capital, Recapitalizations, Middle Market, High Yield, Mutual Funds, Corporate Finance, Investment Banking, Financial Structuring
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Fairfield University 1986 — 1990
BS, Finance
Bergen Catholic 1982 — 1986
1986
NewStar Financial March 2015 - Present
RBS Citizens July 2014 - March 2015
Berkshire Manufactured Products, Inc. March 2011 - June 2014
Arrowhead Mezzanine LLC September 2010 - June 2014
RBS Global Banking & Markets March 2009 - September 2010
RBS Global Banking & Markets October 2001 - March 2009
Heller Financial September 1997 - October 2001
NatWest Markets July 1990 - September 1997
Skills
Debt, Private Equity, Mezzanine, Equities, Buyouts, Workout, Leveraged Finance, LBO, Capital Markets, Restructuring, Credit Analysis, Due Diligence, Structured Finance, Capital, Finance, Investments, Acquisitions, Growth Capital, Recapitalizations, Middle Market, High Yield, Mutual Funds, Corporate Finance, Investment Banking, Financial Structuring
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Fairfield University 1986 — 1990
BS, Finance
Bergen Catholic 1982 — 1986
1986
James Duffy James Duffy's NatWest Markets Experience October 1994 - March 1998
Job Director GEF Prime Brokerage Client Services
Industry Financial Services
Experience
Scotia Capital February 2011 - Present
Deutsche Bank March 2010 - March 2011
Innovative Planning Services, Inc. May 2009 - October 2009
Deutsche Bank March 1998 - December 2008
NatWest Markets October 1994 - March 1998
SG Warburg 1994 - 1995
Oppenheimer & Co. June 1986 - October 1994
Education
University at Albany, SUNY 1982 — 1986
Bachelor of Arts, Criminal Justice/Sociology
Scotia Capital February 2011 - Present
Deutsche Bank March 2010 - March 2011
Innovative Planning Services, Inc. May 2009 - October 2009
Deutsche Bank March 1998 - December 2008
NatWest Markets October 1994 - March 1998
SG Warburg 1994 - 1995
Oppenheimer & Co. June 1986 - October 1994
Education
University at Albany, SUNY 1982 — 1986
Bachelor of Arts, Criminal Justice/Sociology
Jean-Claude Khoury, CFA Jean-Claude Khoury, CFA's NatWest Markets Experience October 1994 - September 1996
Job Managing Director at Samas Capital
Industry Capital Markets
Experience
Samas Capital September 2009 - Present
Real Estate Funding LLC July 2007 - September 2009
HypoVereinsbank September 2004 - June 2006
Nomura International plc September 2002 - June 2004
Deutsche Bank August 1998 - July 2002
NatWest Markets October 1994 - September 1996
Skills
Structured Finance, Securitization, Asset Management, Capital Markets, Financial Analysis, Structuring, Credit Analysis, ABS, Fixed Income, Alternative Investments, Asset Managment, Financial Structuring, Credit Derivatives, Investments, Financial Risk, Strategy, Structured Products, Trading, Entrepreneurship, Cash Flow, Derivatives, Loans, Funding, Securities, Project Finance, Leveraged Finance, Equity Research, Credit, Risk Management, Financial Modeling, Corporate Finance, Valuation, Bloomberg, High Yield, Hedging, Investment Banking, Bonds, Financial Markets, Treasury, Private Equity, Restructuring, Acquisitions, Swaps, Investment Management, Hedge Funds, Real Estate, Credit Risk, Equities, CDO, Underwriting
Education
London Business School 1996 — 1998
MBA
University of Maryland College Park 1990 — 1994
B. Sc. (Magna Cum Laude)
Samas Capital September 2009 - Present
Real Estate Funding LLC July 2007 - September 2009
HypoVereinsbank September 2004 - June 2006
Nomura International plc September 2002 - June 2004
Deutsche Bank August 1998 - July 2002
NatWest Markets October 1994 - September 1996
Skills
Structured Finance, Securitization, Asset Management, Capital Markets, Financial Analysis, Structuring, Credit Analysis, ABS, Fixed Income, Alternative Investments, Asset Managment, Financial Structuring, Credit Derivatives, Investments, Financial Risk, Strategy, Structured Products, Trading, Entrepreneurship, Cash Flow, Derivatives, Loans, Funding, Securities, Project Finance, Leveraged Finance, Equity Research, Credit, Risk Management, Financial Modeling, Corporate Finance, Valuation, Bloomberg, High Yield, Hedging, Investment Banking, Bonds, Financial Markets, Treasury, Private Equity, Restructuring, Acquisitions, Swaps, Investment Management, Hedge Funds, Real Estate, Credit Risk, Equities, CDO, Underwriting
Education
London Business School 1996 — 1998
MBA
University of Maryland College Park 1990 — 1994
B. Sc. (Magna Cum Laude)
Thomas McCandless, CFA Thomas McCandless, CFA's NatWest Markets Experience 1996 - 1997
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
TDM Investment Services 2006 - 2009
Deutsche Bank Securities 2003 - 2005
Keefe, Bruyette & Woods 2001 - 2003
CIBC World Markets 1998 - 2001
NatWest Markets 1996 - 1997
Paine Webber 1993 - 1995
Goldman Sachs 1989 - 1993
Education
University of North Texas 1981 — 1982
MBA, Finance, Economics
Texas Wesleyan University 1978 — 1980
BBA, Management, Economics
Ameriprise Financial Services, Inc. June 2009 - Present
TDM Investment Services 2006 - 2009
Deutsche Bank Securities 2003 - 2005
Keefe, Bruyette & Woods 2001 - 2003
CIBC World Markets 1998 - 2001
NatWest Markets 1996 - 1997
Paine Webber 1993 - 1995
Goldman Sachs 1989 - 1993
Education
University of North Texas 1981 — 1982
MBA, Finance, Economics
Texas Wesleyan University 1978 — 1980
BBA, Management, Economics
John P Crowley John P Crowley's NatWest Markets Experience May 1996 - November 1997
Job Chief Financial Officer candidate for growth companies
Industry Financial Services
Experience
Chemonics International 2014 - Present
Financial Markets International August 2008 - 2013
FairPoint Communications May 2005 - August 2008
Corporate Finance October 2000 - May 2005
BT/Alex Brown International May 1996 - July 1999
NatWest Markets May 1996 - November 1997
EBRD July 1994 - May 1996
NBD Bank February 1978 - December 1981
Skills
Mergers, Strategy, Emerging Markets, Financial Modeling, Finance, Investment Banking, Private Equity, Corporate Finance, Risk Management, Mergers & Acquisitions, Restructuring, Auditing, Valuation, Financial Analysis, Due Diligence, Financial Markets, Venture Capital, Equities, Banking, Capital Markets, Investments
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
St. Lawrence University 1972 — 1976
BA, History
Chemonics International 2014 - Present
Financial Markets International August 2008 - 2013
FairPoint Communications May 2005 - August 2008
Corporate Finance October 2000 - May 2005
BT/Alex Brown International May 1996 - July 1999
NatWest Markets May 1996 - November 1997
EBRD July 1994 - May 1996
NBD Bank February 1978 - December 1981
Skills
Mergers, Strategy, Emerging Markets, Financial Modeling, Finance, Investment Banking, Private Equity, Corporate Finance, Risk Management, Mergers & Acquisitions, Restructuring, Auditing, Valuation, Financial Analysis, Due Diligence, Financial Markets, Venture Capital, Equities, Banking, Capital Markets, Investments
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
St. Lawrence University 1972 — 1976
BA, History
Andrew Weigel Andrew Weigel's NatWest Markets Experience October 1996 - April 1998
Job IT Systems Developer
Industry Financial Services
Experience
Eclipse Software August 1999 - Present
MetLife August 2007 - December 2013
Jefferies and Company April 2006 - November 2006
UBS September 2004 - March 2006
J P Morgan Chase December 2002 - September 2003
Societe Generale August 1999 - September 2002
NatWest Markets October 1996 - April 1998
Ernst & Young July 1995 - September 1996
Eclipse Software October 1987 - June 1995
AXS-One June 1979 - October 1987
Skills
SQL, Databases, Microsoft SQL Server, SDLC, Software Development, Business Analysis, Business Intelligence, Requirements Gathering, Analysis, Risk Management, Data Warehousing, Software Project..., Database Design, Financial Services, Subject Matter Experts, Sybase, T-SQL, Requirements Analysis, Data Modeling, Agile Methodologies, Kamakura Risk Manager..., Fixed Income, Enterprise Architecture, Java, Enterprise Software, SQL Server, Application Development, Kamakura, Code Review, Design Review
Education
CIMS, New York University 1992 — 1998
MS
University of Colorado, Colorado Springs 1973 — 1975
MBA
California Institute of Technology 1969 — 1973
BS
Eclipse Software August 1999 - Present
MetLife August 2007 - December 2013
Jefferies and Company April 2006 - November 2006
UBS September 2004 - March 2006
J P Morgan Chase December 2002 - September 2003
Societe Generale August 1999 - September 2002
NatWest Markets October 1996 - April 1998
Ernst & Young July 1995 - September 1996
Eclipse Software October 1987 - June 1995
AXS-One June 1979 - October 1987
Skills
SQL, Databases, Microsoft SQL Server, SDLC, Software Development, Business Analysis, Business Intelligence, Requirements Gathering, Analysis, Risk Management, Data Warehousing, Software Project..., Database Design, Financial Services, Subject Matter Experts, Sybase, T-SQL, Requirements Analysis, Data Modeling, Agile Methodologies, Kamakura Risk Manager..., Fixed Income, Enterprise Architecture, Java, Enterprise Software, SQL Server, Application Development, Kamakura, Code Review, Design Review
Education
CIMS, New York University 1992 — 1998
MS
University of Colorado, Colorado Springs 1973 — 1975
MBA
California Institute of Technology 1969 — 1973
BS
Brian Ziegler's NatWest Markets Experience 1995 - 1998
Job SVP, Global Total Rewards at Tribune Media Company
Industry Broadcast Media
Experience
Tribune Media Company December 2013 - Present
ANN INC. February 2006 - December 2013
Arrow Electronics January 2003 - March 2006
DoubleClick Inc. May 2000 - January 2003
Pepsi Bottling Group April 1998 - May 2000
NatWest Markets 1995 - 1998
Bank of California 1993 - 1995
Skills
Executive Pay, Succession Planning, Deferred Compensation, Talent Management, Performance Management, Employee Relations, HRIS, Talent Acquisition, Onboarding, Employee Engagement, Human Resources, Employee Benefits, Incentive Programs, Sales Compensation, Organizational Design, Benefits Administration, Organizational..., HR Policies, Compensation & Benefit, Change Management, Organizational..., Process Improvement, Acquisition Integration, Project Management, Retail, Leadership, Benchmarking, Job Analysis, Compensation Structure..., Labor Relations, Compensation & Benefits, Management, Compensation, Personnel Management, Strategy
Education
State University of New York at Albany 1990 — 1993
BS, Business Administration
Tribune Media Company December 2013 - Present
ANN INC. February 2006 - December 2013
Arrow Electronics January 2003 - March 2006
DoubleClick Inc. May 2000 - January 2003
Pepsi Bottling Group April 1998 - May 2000
NatWest Markets 1995 - 1998
Bank of California 1993 - 1995
Skills
Executive Pay, Succession Planning, Deferred Compensation, Talent Management, Performance Management, Employee Relations, HRIS, Talent Acquisition, Onboarding, Employee Engagement, Human Resources, Employee Benefits, Incentive Programs, Sales Compensation, Organizational Design, Benefits Administration, Organizational..., HR Policies, Compensation & Benefit, Change Management, Organizational..., Process Improvement, Acquisition Integration, Project Management, Retail, Leadership, Benchmarking, Job Analysis, Compensation Structure..., Labor Relations, Compensation & Benefits, Management, Compensation, Personnel Management, Strategy
Education
State University of New York at Albany 1990 — 1993
BS, Business Administration
Jeffrey Genuino Jeffrey Genuino's NatWest Markets Experience September 1996 - March 1998
Job
Industry Commercial Real Estate
Experience
Diamond Sky Investments and Consulting LLC March 2015 - Present
HSH Nordbank January 2013 - December 2014
HSH Nordbank August 2006 - January 2013
Aareal Financial Service USA October 2003 - September 2006
Credit Lyonnais Securities March 1998 - September 2003
NatWest Markets September 1996 - March 1998
Education
Rutgers University-New Brunswick 1992 — 1996
BA, Economics, Computer Science
Bergen Catholic High School, Oradell, NJ 1988 — 1992
Diamond Sky Investments and Consulting LLC March 2015 - Present
HSH Nordbank January 2013 - December 2014
HSH Nordbank August 2006 - January 2013
Aareal Financial Service USA October 2003 - September 2006
Credit Lyonnais Securities March 1998 - September 2003
NatWest Markets September 1996 - March 1998
Education
Rutgers University-New Brunswick 1992 — 1996
BA, Economics, Computer Science
Bergen Catholic High School, Oradell, NJ 1988 — 1992
Drexel Hallaway Drexel Hallaway's NatWest Markets Experience 1995 - 1998
Job Research Scientist at Northern Digital Inc. (NDI)
Industry Aviation & Aerospace
Experience
Northern Digital Inc. (NDI) April 2015 - Present
Thalmic Labs October 2014 - Present
Hallaway Technical Consulting April 2014 - Present
Northern Digital Inc. (NDI) June 2014 - March 2015
Nikon Metrology Canada / Metris Canada March 2008 - March 2014
Metris / ArcSecond, Inc. May 2004 - February 2008
NatWest Markets 1995 - 1998
PaineWebber 1994 - 1995
PaineWebber 1992 - 1994
Palm Beach Opera 1984 - 1994
Skills
Metrology, Simulations, Systems Analysis, Systems Engineering, Applied Physics, Applied Mathematics, Analog Circuits, SPICE, Optics, Programming, Matlab, C#, Electronics, Algorithms, Software Design, Mathematical Modeling, System Architecture, Testing, Engineering, Product Development
Education
Columbia University in the City of New York 2000 — 2009
Ph.D. Candidate (ABD, but on hiatus), Computer Science (Augmented and Virtual Reality)
Columbia University in the City of New York 2003 — 2004
M.Phil., Computer Science
Columbia Engineering 2000 — 2003
M.S., Computer Science
Hobe Sound Bible College 1998 — 1998
Bachelor's Degree, General Studies: Voice Perf., Mathematics, Religion
Northern Digital Inc. (NDI) April 2015 - Present
Thalmic Labs October 2014 - Present
Hallaway Technical Consulting April 2014 - Present
Northern Digital Inc. (NDI) June 2014 - March 2015
Nikon Metrology Canada / Metris Canada March 2008 - March 2014
Metris / ArcSecond, Inc. May 2004 - February 2008
NatWest Markets 1995 - 1998
PaineWebber 1994 - 1995
PaineWebber 1992 - 1994
Palm Beach Opera 1984 - 1994
Skills
Metrology, Simulations, Systems Analysis, Systems Engineering, Applied Physics, Applied Mathematics, Analog Circuits, SPICE, Optics, Programming, Matlab, C#, Electronics, Algorithms, Software Design, Mathematical Modeling, System Architecture, Testing, Engineering, Product Development
Education
Columbia University in the City of New York 2000 — 2009
Ph.D. Candidate (ABD, but on hiatus), Computer Science (Augmented and Virtual Reality)
Columbia University in the City of New York 2003 — 2004
M.Phil., Computer Science
Columbia Engineering 2000 — 2003
M.S., Computer Science
Hobe Sound Bible College 1998 — 1998
Bachelor's Degree, General Studies: Voice Perf., Mathematics, Religion
James E. Morris James E. Morris's NatWest Markets Experience 1997 - 1998
Job Vice President, Relationship Manager Portfolio Management
Industry Financial Services
Experience
Glenmede Trust Company September 2013 - Present
Deutsche Bank Securities 1998 - 2012
NatWest Markets 1997 - 1998
PNC Equity Advisors 1995 - 1997
PNC Investment Management and Research 1994 - 1995
Dean Witter Reynolds 1992 - 1994
Prudential 1991 - 1992
Skills
Equities, Institutional Sales, Capital Markets, Investments, Portfolio Management, Asset Management, Relationship Management, Series 7, Series 63, Equity Research, Exceptional..., Financial Analysis, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Valuation, Alternative Investments
Education
Providence College 1987 — 1991
Bachelor of Science (B.S.), Finance
Salesianum High School 1983 — 1987
Glenmede Trust Company September 2013 - Present
Deutsche Bank Securities 1998 - 2012
NatWest Markets 1997 - 1998
PNC Equity Advisors 1995 - 1997
PNC Investment Management and Research 1994 - 1995
Dean Witter Reynolds 1992 - 1994
Prudential 1991 - 1992
Skills
Equities, Institutional Sales, Capital Markets, Investments, Portfolio Management, Asset Management, Relationship Management, Series 7, Series 63, Equity Research, Exceptional..., Financial Analysis, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Valuation, Alternative Investments
Education
Providence College 1987 — 1991
Bachelor of Science (B.S.), Finance
Salesianum High School 1983 — 1987
Patrice Solaro Patrice Solaro's NatWest Markets Experience June 1992 - May 1994
Job EUROPEAN EQUITY SALES, EXANE BNP PARIBAS
Industry Capital Markets
Experience
EXANE BNP PARIBAS October 2006 - Present
Kepler Capital Markets October 2002 - October 2006
Julius Baer September 1998 - October 2002
Cheuvreux May 1994 - September 1998
NatWest Markets June 1992 - May 1994
Societe Generale Corporate & Investment Banking September 1990 - June 1992
Skills
Equity Valuation, Equities, Asset Management, Equity Research, Financial Markets, Equity Derivatives, Asset Managment, Financial Modeling, Alternative Investments, Valuation, Portfolio Management, Mutual Funds, Institutional..., Financial Analysis, Emerging Markets, Investment Banking, Hedge Funds, Derivatives, Bloomberg, Investments, Trading, Corporate Finance, Asset Allocation, Equity Capital Markets, Capital Markets
Education
SFAF - French Society of Financial Analysts 1991 — 1992
Institut d'Etudes politiques de Paris 1986 — 1988
SCIENCES PO - ECOFI - INTERNATIONAL FINANCE
University PARIS VII 1984 — 1986
Bachelor's degree, Chinese Language (Mandarin) and Asian Culture
University PARIS V - SORBONNE 1979 — 1983
Master's degree, Physical Education, Teaching and Coaching
EXANE BNP PARIBAS October 2006 - Present
Kepler Capital Markets October 2002 - October 2006
Julius Baer September 1998 - October 2002
Cheuvreux May 1994 - September 1998
NatWest Markets June 1992 - May 1994
Societe Generale Corporate & Investment Banking September 1990 - June 1992
Skills
Equity Valuation, Equities, Asset Management, Equity Research, Financial Markets, Equity Derivatives, Asset Managment, Financial Modeling, Alternative Investments, Valuation, Portfolio Management, Mutual Funds, Institutional..., Financial Analysis, Emerging Markets, Investment Banking, Hedge Funds, Derivatives, Bloomberg, Investments, Trading, Corporate Finance, Asset Allocation, Equity Capital Markets, Capital Markets
Education
SFAF - French Society of Financial Analysts 1991 — 1992
Institut d'Etudes politiques de Paris 1986 — 1988
SCIENCES PO - ECOFI - INTERNATIONAL FINANCE
University PARIS VII 1984 — 1986
Bachelor's degree, Chinese Language (Mandarin) and Asian Culture
University PARIS V - SORBONNE 1979 — 1983
Master's degree, Physical Education, Teaching and Coaching
J. Lynn Orenstein J. Lynn Orenstein's NatWest Markets Experience 1992 - 1997
Job Head of Corporate Access at Drexel Hamilton, LLC
Industry Financial Services
Experience
Drexel Hamilton, LLC July 2015 - Present
Sidoti & Company, LLC June 2001 - July 2015
Josephthal & Co, 1997 - 2001
Salomon Brothers January 1997 - June 1997
NatWest Markets 1992 - 1997
Alex.Brown & Sons 1987 - 1992
Smith Barney 1985 - 1987
Skills
Series 63, Equity Capital Markets, Investments, Securities, Financial Modeling, Equities, Financial Analysis, Investment Banking, Series 7, Capital Markets, Mutual Funds, Equity Research, Asset Management, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Asset Allocation, Options, Fixed Income, Investor Relations, Valuation, Trading, Financial Markets, Financial Services
Education
Molloy College 1980 — 1984
BS, Economics/Philosophy
Sacred Heart Academy 1976 — 1980
Drexel Hamilton, LLC July 2015 - Present
Sidoti & Company, LLC June 2001 - July 2015
Josephthal & Co, 1997 - 2001
Salomon Brothers January 1997 - June 1997
NatWest Markets 1992 - 1997
Alex.Brown & Sons 1987 - 1992
Smith Barney 1985 - 1987
Skills
Series 63, Equity Capital Markets, Investments, Securities, Financial Modeling, Equities, Financial Analysis, Investment Banking, Series 7, Capital Markets, Mutual Funds, Equity Research, Asset Management, Hedge Funds, Bloomberg, Alternative Investments, Portfolio Management, Asset Allocation, Options, Fixed Income, Investor Relations, Valuation, Trading, Financial Markets, Financial Services
Education
Molloy College 1980 — 1984
BS, Economics/Philosophy
Sacred Heart Academy 1976 — 1980
Bill Nugent Bill Nugent's NatWest Markets Experience July 1997 - January 1999
Job Senior Risk and Regulatory Strategy Manager at M&T Bank Corporate Risk Management
Industry Capital Markets
Experience
M&T Bank September 2013 - Present
TD November 2012 - September 2013
Bank of America March 2011 - July 2012
Deloitte & Touche LLP October 2005 - February 2011
IBM Business Consulting Services 2004 - 2005
KPMG Consulting (BearingPoint) February 1999 - September 2004
NatWest Markets July 1997 - January 1999
Federal Reserve Bank of New York November 1988 - June 1997
Skills
Capital Management, Banking Law, Enterprise Risk..., Basel II, Credit Risk, Operational Risk..., Capital Markets, Operational Risk, Financial Risk, Risk Management, Banking
Education
Niagara University 1983 — 1988
Bachelor of Science (BS), Commerce & Economics
New York University
Economics and Mathematics
Pace University
Finance and Systems Analysis
M&T Bank September 2013 - Present
TD November 2012 - September 2013
Bank of America March 2011 - July 2012
Deloitte & Touche LLP October 2005 - February 2011
IBM Business Consulting Services 2004 - 2005
KPMG Consulting (BearingPoint) February 1999 - September 2004
NatWest Markets July 1997 - January 1999
Federal Reserve Bank of New York November 1988 - June 1997
Skills
Capital Management, Banking Law, Enterprise Risk..., Basel II, Credit Risk, Operational Risk..., Capital Markets, Operational Risk, Financial Risk, Risk Management, Banking
Education
Niagara University 1983 — 1988
Bachelor of Science (BS), Commerce & Economics
New York University
Economics and Mathematics
Pace University
Finance and Systems Analysis
Lawrence List Lawrence List's NatWest Markets Experience 1995 - 1997
Job CAO Fixed Income Americas at BNP Paribas
Industry Financial Services
Experience
BNP Paribas May 2012 - Present
Deutsche Bank September 2011 - May 2012
Commerzbank AG 2005 - March 2011
DKR Oasis 2004 - 2005
Dresdner Kleinwort Investment Bank 2000 - 2004
Dresdner Kleinwort Investment Bank 1997 - 2000
NatWest Markets 1995 - 1997
NatWest Markets 1991 - 1995
Kidder Peabody 1989 - 1991
Kidder Peabody 1987 - 1989
Skills
Strategy
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Finance
University of Connecticut 1982 — 1986
BA, Economics
BNP Paribas May 2012 - Present
Deutsche Bank September 2011 - May 2012
Commerzbank AG 2005 - March 2011
DKR Oasis 2004 - 2005
Dresdner Kleinwort Investment Bank 2000 - 2004
Dresdner Kleinwort Investment Bank 1997 - 2000
NatWest Markets 1995 - 1997
NatWest Markets 1991 - 1995
Kidder Peabody 1989 - 1991
Kidder Peabody 1987 - 1989
Skills
Strategy
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Finance
University of Connecticut 1982 — 1986
BA, Economics
Jeffrey F. Miller Jeffrey F. Miller's NatWest Markets Experience October 1994 - October 2000
Job Vice President, Bank Regulatory Reporting at BNP Paribas
Industry Banking
Experience
BNP Paribas May 2012 - Present
Ernst & Young January 2010 - May 2012
Resources Global Professionals April 2009 - December 2009
The Bank of New York Mellon, NA August 2007 - April 2009
Barclays Capital April 2007 - August 2007
Societe Generale November 2000 - April 2007
NatWest Markets October 1994 - October 2000
Midland Bank plc January 1991 - October 1994
Manufacturers Hanover Trust February 1987 - December 1990
Roselle Savings Bank June 1985 - February 1987
Skills
Bank Accounting, Banking, Risk Management, Accounting, Regulatory Reporting, Banking Law, Compliance, Financial Risk, Finance, Loans, Management, IFRS, AML, Financial Analysis, Derivatives, Corporate Finance, Investment Banking, Regulatory Requirements, Financial Reporting, Operational Risk, Enterprise Risk..., Capital Markets, Basel II, Credit Risk, Fixed Income, Cash Management, Operational Risk..., Treasury Management, Market Risk, Equities, Financial Modeling, Due Diligence, FX Options, Financial Markets, Financial Services, Mergers & Acquisitions, Bloomberg
Education
LIU Brooklyn 1982 — 1983
None
Rowan University 1979 — 1982
BA
BNP Paribas May 2012 - Present
Ernst & Young January 2010 - May 2012
Resources Global Professionals April 2009 - December 2009
The Bank of New York Mellon, NA August 2007 - April 2009
Barclays Capital April 2007 - August 2007
Societe Generale November 2000 - April 2007
NatWest Markets October 1994 - October 2000
Midland Bank plc January 1991 - October 1994
Manufacturers Hanover Trust February 1987 - December 1990
Roselle Savings Bank June 1985 - February 1987
Skills
Bank Accounting, Banking, Risk Management, Accounting, Regulatory Reporting, Banking Law, Compliance, Financial Risk, Finance, Loans, Management, IFRS, AML, Financial Analysis, Derivatives, Corporate Finance, Investment Banking, Regulatory Requirements, Financial Reporting, Operational Risk, Enterprise Risk..., Capital Markets, Basel II, Credit Risk, Fixed Income, Cash Management, Operational Risk..., Treasury Management, Market Risk, Equities, Financial Modeling, Due Diligence, FX Options, Financial Markets, Financial Services, Mergers & Acquisitions, Bloomberg
Education
LIU Brooklyn 1982 — 1983
None
Rowan University 1979 — 1982
BA
Scott Hales's NatWest Markets Experience 1992 - 1997
Job Chief Financial Officer
Industry Utilities
Experience
Wachs Water Services October 2011 - Present
Metronome Partners LLC June 2010 - October 2011
Marksman Venture Partners LLC January 2009 - June 2010
Post Oak Property Management July 2005 - June 2010
Morgan Stanley Smith Barney March 1997 - June 2005
NatWest Markets 1992 - 1997
Skills
Financial Planning &..., Capital Allocation, Strategy & Development, Due Diligence, Business Development, Accounting, Financial Statement..., Real Estate, Analysis, Enterprise Valuation, Financial Modeling, Mergers, Corporate Finance, Private Equity, Financial Analysis, Strategy, Mergers & Acquisitions, Investment Banking, Finance, Investments, Management, Corporate Development
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Accounting, Entrepreneurship & Innovation
University of Notre Dame 1987 — 1991
BBA, Business Management / Spanish
New Fairfield High School 1984 — 1987
Wachs Water Services October 2011 - Present
Metronome Partners LLC June 2010 - October 2011
Marksman Venture Partners LLC January 2009 - June 2010
Post Oak Property Management July 2005 - June 2010
Morgan Stanley Smith Barney March 1997 - June 2005
NatWest Markets 1992 - 1997
Skills
Financial Planning &..., Capital Allocation, Strategy & Development, Due Diligence, Business Development, Accounting, Financial Statement..., Real Estate, Analysis, Enterprise Valuation, Financial Modeling, Mergers, Corporate Finance, Private Equity, Financial Analysis, Strategy, Mergers & Acquisitions, Investment Banking, Finance, Investments, Management, Corporate Development
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Accounting, Entrepreneurship & Innovation
University of Notre Dame 1987 — 1991
BBA, Business Management / Spanish
New Fairfield High School 1984 — 1987
K. Balasubramanian, Ph.D., FRM K. Balasubramanian, Ph.D., FRM's NatWest Markets Experience 1996 - 1997
Job Enterprise Risk Services Valuation and Modeling at Deloitte
Industry Financial Services
Experience
Deloitte 2013 - Present
Nomura Securities 2011 - 2013
Accenture 2010 - 2011
K B Risk Advisors 2008 - 2010
Bear Stearns 2005 - 2008
RBC Capital Markets 2003 - 2005
Morgan Stanley 2001 - 2003
Nomura July 1997 - July 2000
NatWest Markets 1996 - 1997
Chemical Securities 1994 - 1996
Skills
Derivatives, Market Risk, Fixed Income, Risk Management, Equities, Financial Risk, Hedge Funds, Options, Portfolio Management, Credit Risk, Strategy, Analytics, Financial Services, Prime Brokerage, Securities, Project Management, Management, VAR, Leadership, Quality Assurance, Enterprise Risk..., Stress Testing, Capital Markets, Trading Systems, Equity Derivatives, Banking
Education
Princeton University 1984 — 1990
Ph. D., Computer Science
Indian Institute of Technology, Bombay 1980 — 1984
Bachelor of Technology (B.Tech.), Computer Science
Kendriya Vidyalaya 1973 — 1980
Deloitte 2013 - Present
Nomura Securities 2011 - 2013
Accenture 2010 - 2011
K B Risk Advisors 2008 - 2010
Bear Stearns 2005 - 2008
RBC Capital Markets 2003 - 2005
Morgan Stanley 2001 - 2003
Nomura July 1997 - July 2000
NatWest Markets 1996 - 1997
Chemical Securities 1994 - 1996
Skills
Derivatives, Market Risk, Fixed Income, Risk Management, Equities, Financial Risk, Hedge Funds, Options, Portfolio Management, Credit Risk, Strategy, Analytics, Financial Services, Prime Brokerage, Securities, Project Management, Management, VAR, Leadership, Quality Assurance, Enterprise Risk..., Stress Testing, Capital Markets, Trading Systems, Equity Derivatives, Banking
Education
Princeton University 1984 — 1990
Ph. D., Computer Science
Indian Institute of Technology, Bombay 1980 — 1984
Bachelor of Technology (B.Tech.), Computer Science
Kendriya Vidyalaya 1973 — 1980
Ravi Vish's NatWest Markets Experience June 1997 - March 1998
Job Director, Economics and Sustainability at the World Bank
Industry Financial Services
Experience
World Bank (Multilateral Investment Guarantee Agency) September 2010 - Present
DuPont Capital Management August 2009 - September 2010
WestLB Mellon Asset Management November 2005 - April 2009
World Bank (International Finance Corporation) April 1998 - November 2005
NatWest Markets June 1997 - March 1998
ING Barings October 1994 - May 1997
World Bank (International Finance Corporation) June 1984 - October 1994
Mellon Bank June 1982 - May 1984
Liberian Bank for Development and Investment July 1978 - June 1980
Skills
Emerging Markets, Project Finance, Private Equity, Portfolio Management, Investments, Investment Banking, Equities, Economics, Banking, Venture Capital, Capital Markets, Asset Managment, Financial Modeling, Valuation, Alternative Investments, Asset Allocation, Due Diligence, Corporate Finance, Hedge Funds, Investment Management, Fund Of Funds, Structured Finance, Asset Management, Mergers & Acquisitions, Financial Structuring, Corporate Governance
Education
University of Pennsylvania 1980 — 1982
M.S.E., Computer Science
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Indian Institute of Management, Ahmedabad 1976 — 1978
MBA, Marketing
Indian Institute of Technology, Madras 1971 — 1976
B.Tech., Mechanical Engineering
World Bank (Multilateral Investment Guarantee Agency) September 2010 - Present
DuPont Capital Management August 2009 - September 2010
WestLB Mellon Asset Management November 2005 - April 2009
World Bank (International Finance Corporation) April 1998 - November 2005
NatWest Markets June 1997 - March 1998
ING Barings October 1994 - May 1997
World Bank (International Finance Corporation) June 1984 - October 1994
Mellon Bank June 1982 - May 1984
Liberian Bank for Development and Investment July 1978 - June 1980
Skills
Emerging Markets, Project Finance, Private Equity, Portfolio Management, Investments, Investment Banking, Equities, Economics, Banking, Venture Capital, Capital Markets, Asset Managment, Financial Modeling, Valuation, Alternative Investments, Asset Allocation, Due Diligence, Corporate Finance, Hedge Funds, Investment Management, Fund Of Funds, Structured Finance, Asset Management, Mergers & Acquisitions, Financial Structuring, Corporate Governance
Education
University of Pennsylvania 1980 — 1982
M.S.E., Computer Science
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Indian Institute of Management, Ahmedabad 1976 — 1978
MBA, Marketing
Indian Institute of Technology, Madras 1971 — 1976
B.Tech., Mechanical Engineering
RaLpH ReYNoLdS RaLpH ReYNoLdS's NatWest Markets Experience 1996 - 1997
Job Owner at RAFAHOMES
Industry Photography
Experience
Coldwell Banker Preferred June 2015 - Present
RAFAHOMES June 1995 - Present
RAFAPhotos February 2011 - September 2015
AAHIS - All American Home Inspection Services, Inc. 2000 - 2010
Merrill Lynch 2000 - 2000
Pfizer 1997 - 2000
Vanstar 1996 - 1997
Natwest Markets 1996 - 1997
Morgan Stanley 1996 - 1996
Bell Atlantic Business Systems Services 1995 - 1996
Skills
Digital Photography, Photography, Teamwork, Servers, Leadership, Management, Windows Server, Networking, Microsoft Office, Photoshop, Social Media, Troubleshooting, Property Management, Real Estate, Investment Properties, Entrepreneurship, Strategic Planning, Customer Service, Microsoft Excel, Program Management, Team Leadership, Negotiation, Project Management, Marketing
Education
New York Institute of Technology 1990 — 1995
Engineering
City University of New York City College 1989 — 1991
Engineering
Wm E Grady
Coldwell Banker Preferred June 2015 - Present
RAFAHOMES June 1995 - Present
RAFAPhotos February 2011 - September 2015
AAHIS - All American Home Inspection Services, Inc. 2000 - 2010
Merrill Lynch 2000 - 2000
Pfizer 1997 - 2000
Vanstar 1996 - 1997
Natwest Markets 1996 - 1997
Morgan Stanley 1996 - 1996
Bell Atlantic Business Systems Services 1995 - 1996
Skills
Digital Photography, Photography, Teamwork, Servers, Leadership, Management, Windows Server, Networking, Microsoft Office, Photoshop, Social Media, Troubleshooting, Property Management, Real Estate, Investment Properties, Entrepreneurship, Strategic Planning, Customer Service, Microsoft Excel, Program Management, Team Leadership, Negotiation, Project Management, Marketing
Education
New York Institute of Technology 1990 — 1995
Engineering
City University of New York City College 1989 — 1991
Engineering
Wm E Grady
Kitivech Phoolsawat's NatWest Markets Experience November 1993 - September 1997
Job Sr. Director Data Security at Broadridge
Industry Financial Services
Experience
Broadridge May 2015 - Present
Vimarn Enterprise September 2005 - Present
Barclays Capital June 2008 - June 2015
Credit Agricole CIB October 1997 - May 2008
NatWest Markets November 1993 - September 1997
JP Morgan April 1992 - October 1993
Citibank July 1986 - March 1992
IBM September 1984 - August 1985
Skills
TCP/IP, Networking, Juniper, Telephony, Security, Disaster Recovery, Integration, Firewalls, Cisco Technologies, Network Security, Program Management, Trading Systems, SDLC, IT Management, Information Security, Management, Microsoft SQL Server, Strategy, Telecommunications, Windows Server, Unix, Network Architecture, IT Service Management, Information Technology, Project Management, Infrastructure, Operating Systems, Data Center, Software Development, Troubleshooting, Vendor Management, Enterprise Architecture, IT Strategy
Education
Polytechnic University 1986 — 1988
MS, Electrical Engineering / Computer Science
New York University - Polytechnic School of Engineering 1982 — 1986
BS, Electrical Engineering / Computer Science
Broadridge May 2015 - Present
Vimarn Enterprise September 2005 - Present
Barclays Capital June 2008 - June 2015
Credit Agricole CIB October 1997 - May 2008
NatWest Markets November 1993 - September 1997
JP Morgan April 1992 - October 1993
Citibank July 1986 - March 1992
IBM September 1984 - August 1985
Skills
TCP/IP, Networking, Juniper, Telephony, Security, Disaster Recovery, Integration, Firewalls, Cisco Technologies, Network Security, Program Management, Trading Systems, SDLC, IT Management, Information Security, Management, Microsoft SQL Server, Strategy, Telecommunications, Windows Server, Unix, Network Architecture, IT Service Management, Information Technology, Project Management, Infrastructure, Operating Systems, Data Center, Software Development, Troubleshooting, Vendor Management, Enterprise Architecture, IT Strategy
Education
Polytechnic University 1986 — 1988
MS, Electrical Engineering / Computer Science
New York University - Polytechnic School of Engineering 1982 — 1986
BS, Electrical Engineering / Computer Science
Bernie Doucette's NatWest Markets Experience 1997 - 1998
Job Director, Chief Accounting Officer at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2013 - Present
Cohen & Steers August 2005 - March 2013
Lehman Brothers 2003 - 2005
Resources Global Professionals 2002 - 2003
Wofex, Inc. 2000 - 2001
National Discount Brokers, Inc. 1999 - 2000
NatWest Markets 1997 - 1998
Deutsche Bank Securities 1992 - 1997
KPMG US 1990 - 1992
Skills
Hedge Funds, Capital Markets, Equities, SEC reporting, Asset Management
Education
Pace University 1986 — 1990
BBA / MBA, Accounting
Pace University - Lubin School of Business
Lord, Abbett & Co. LLC September 2013 - Present
Cohen & Steers August 2005 - March 2013
Lehman Brothers 2003 - 2005
Resources Global Professionals 2002 - 2003
Wofex, Inc. 2000 - 2001
National Discount Brokers, Inc. 1999 - 2000
NatWest Markets 1997 - 1998
Deutsche Bank Securities 1992 - 1997
KPMG US 1990 - 1992
Skills
Hedge Funds, Capital Markets, Equities, SEC reporting, Asset Management
Education
Pace University 1986 — 1990
BBA / MBA, Accounting
Pace University - Lubin School of Business
Carl Sangree Carl Sangree's NatWest Markets Experience 1991 - 1996
Job Experienced Finance and Operational Executive
Industry Financial Services
Experience
HighWave Energy Inc. May 2014 - Present
Millennium Challenge Corporation (U.S. government) 2012 - 2014
Rock Capital LLC 1997 - 2012
NatWest Markets 1991 - 1996
Salomon Brothers 1984 - 1991
McKinsey & Company 1983 - 1983
Skills
Mergers & Acquisitions, Start-ups, Capital Markets, Investments, Management, Investment Banking, Strategic Planning, Due Diligence, Hedge Funds, Finance, Asset Management, Corporate Finance, Strategy, Entrepreneurship, Business Strategy, Social Impact
Education
Stanford University Graduate School of Business
MBA
Haverford College
Bachelor of Arts (B.A.)
University of North Carolina at Chapel Hill
Taft School
HighWave Energy Inc. May 2014 - Present
Millennium Challenge Corporation (U.S. government) 2012 - 2014
Rock Capital LLC 1997 - 2012
NatWest Markets 1991 - 1996
Salomon Brothers 1984 - 1991
McKinsey & Company 1983 - 1983
Skills
Mergers & Acquisitions, Start-ups, Capital Markets, Investments, Management, Investment Banking, Strategic Planning, Due Diligence, Hedge Funds, Finance, Asset Management, Corporate Finance, Strategy, Entrepreneurship, Business Strategy, Social Impact
Education
Stanford University Graduate School of Business
MBA
Haverford College
Bachelor of Arts (B.A.)
University of North Carolina at Chapel Hill
Taft School
Jim Lucas Jim Lucas's NatWest Markets Experience 1996 - 1998
Job Vice President, Investor Relations and Strategy at Pentair
Industry Renewables & Environment
Experience
Pentair June 2012 - Present
Janney Montgomery Scott 1998 - June 2012
NatWest Markets 1996 - 1998
Raymond James Financial 1990 - 1996
Skills
Investor Relations, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Financial Analysis, Equities, Equity Research, Investments, Due Diligence
Education
Tampa College 1989 — 1993
BS, MBA, Accounting
St. Petersburg College 1987 — 1989
AA, Accounting
Largo High School 1984 — 1987
Pentair June 2012 - Present
Janney Montgomery Scott 1998 - June 2012
NatWest Markets 1996 - 1998
Raymond James Financial 1990 - 1996
Skills
Investor Relations, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Financial Analysis, Equities, Equity Research, Investments, Due Diligence
Education
Tampa College 1989 — 1993
BS, MBA, Accounting
St. Petersburg College 1987 — 1989
AA, Accounting
Largo High School 1984 — 1987
Dan Kirshner Dan Kirshner's NatWest Markets Experience 1996 - 1997
Job
Industry Hospital & Health Care
Experience
Walla Walla Clinic November 2012 - Present
Troon Golf 2004 - 2012
National Football League 2001 - 2004
UBS Investment Bank 1997 - 1999
NatWest Markets 1996 - 1997
KPMG Peat Marwick 1992 - 1996
Skills
Payroll, Financial Analysis, Financial Reporting, Strategic Planning, Budgets, Microsoft Office, Accounting, Forecasting, Financial Accounting, Variance Analysis, General Ledger, Internal Controls, Strategic Financial..., Customer Service, Team Building, Finance, Managerial Finance, Accounts Payable, Revenue Recognition, Accounts Receivable, Cost Accounting, Financial Statements, Account Reconciliation, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA
Bentley University 1989 — 1992
BS, Accounting
Weston High School 1984 — 1987
Walla Walla Clinic November 2012 - Present
Troon Golf 2004 - 2012
National Football League 2001 - 2004
UBS Investment Bank 1997 - 1999
NatWest Markets 1996 - 1997
KPMG Peat Marwick 1992 - 1996
Skills
Payroll, Financial Analysis, Financial Reporting, Strategic Planning, Budgets, Microsoft Office, Accounting, Forecasting, Financial Accounting, Variance Analysis, General Ledger, Internal Controls, Strategic Financial..., Customer Service, Team Building, Finance, Managerial Finance, Accounts Payable, Revenue Recognition, Accounts Receivable, Cost Accounting, Financial Statements, Account Reconciliation, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA
Bentley University 1989 — 1992
BS, Accounting
Weston High School 1984 — 1987
Wendy Bellus Wendy Bellus's NatWest Markets Experience 1987 - 1995
Job Senior Vice President of Talent Acquisition and Development, The Americas at Sumitomo Mitsui Banking Corporation
Industry Human Resources
Experience
Sumitomo Mitsui Banking Corporation August 2014 - Present
Bellus Consulting, LLC, Human resources strategies to grow on April 2014 - August 2014
Rabobank International September 2011 - March 2014
Rabobank International January 2010 - September 2011
Rabobank International August 2000 - January 2010
Rabobank International 1996 - 1999
Citi 1995 - 1996
NatWest Markets 1987 - 1995
Skills
HR Strategy, International Management, Learning Management, Management Development, Personnel Management, Employee Engagement, Coaching, Program Management, Succession Planning, Executive Coaching, Management, Employee Relations, Strategy, Human Resources, Leadership, Employee Benefits, Training, Organizational..., Cross-functional Team..., Policy, Business Strategy, Change Management, Project Planning, Leadership Development, Organizational Design, Deferred Compensation, Team Leadership, HR Consulting, Recruiting, Onboarding, Talent Acquisition, HR Policies
Education
University of Massachusetts at Amherst - Isenberg School of Management 1979 — 1981
Master of Business Administration (MBA), Human Resources Management/Labor Relations
University at Albany, SUNY 1975 — 1979
BS, Management
Sumitomo Mitsui Banking Corporation August 2014 - Present
Bellus Consulting, LLC, Human resources strategies to grow on April 2014 - August 2014
Rabobank International September 2011 - March 2014
Rabobank International January 2010 - September 2011
Rabobank International August 2000 - January 2010
Rabobank International 1996 - 1999
Citi 1995 - 1996
NatWest Markets 1987 - 1995
Skills
HR Strategy, International Management, Learning Management, Management Development, Personnel Management, Employee Engagement, Coaching, Program Management, Succession Planning, Executive Coaching, Management, Employee Relations, Strategy, Human Resources, Leadership, Employee Benefits, Training, Organizational..., Cross-functional Team..., Policy, Business Strategy, Change Management, Project Planning, Leadership Development, Organizational Design, Deferred Compensation, Team Leadership, HR Consulting, Recruiting, Onboarding, Talent Acquisition, HR Policies
Education
University of Massachusetts at Amherst - Isenberg School of Management 1979 — 1981
Master of Business Administration (MBA), Human Resources Management/Labor Relations
University at Albany, SUNY 1975 — 1979
BS, Management
Blake Beatty Blake Beatty's NatWest Markets Experience September 1995 - December 1997
Job Director of Major Gifts at Autism Speaks
Industry Fund-Raising
Experience
Autism Speaks July 2014 - Present
Friends of Hudson River Park 2011 - 2013
The National September 11 Memorial January 2006 - January 2011
Cathy Blaney & Associates January 2003 - December 2005
Lehman Brothers January 1998 - December 2002
NatWest Markets September 1995 - December 1997
Skills
Nonprofits, Volunteer Management, Event Planning, Community Outreach, Grant Writing, Event Management, Community Development, Public Speaking, Strategic Planning, Public Relations, Social Media, Research, Philanthropy, Marketing Communications, Editing, Investments, Facebook, Budgets, Portfolio Management, Microsoft Office, Fundraising
Education
Saint Lawrence University 1991 — 1995
Bachelor of Arts (B.A.), Sociology
The Pingry School 1984 — 1991
High School
Autism Speaks July 2014 - Present
Friends of Hudson River Park 2011 - 2013
The National September 11 Memorial January 2006 - January 2011
Cathy Blaney & Associates January 2003 - December 2005
Lehman Brothers January 1998 - December 2002
NatWest Markets September 1995 - December 1997
Skills
Nonprofits, Volunteer Management, Event Planning, Community Outreach, Grant Writing, Event Management, Community Development, Public Speaking, Strategic Planning, Public Relations, Social Media, Research, Philanthropy, Marketing Communications, Editing, Investments, Facebook, Budgets, Portfolio Management, Microsoft Office, Fundraising
Education
Saint Lawrence University 1991 — 1995
Bachelor of Arts (B.A.), Sociology
The Pingry School 1984 — 1991
High School
Max Holmes Max Holmes's NatWest Markets Experience May 1996 - October 1999
Job Investor and Entrepreneur
Industry Financial Services
Experience
Plainfield Asset Management February 2005 - Present
Gray Birch Services LLC December 2011 - Present
qbeats inc September 2011 - Present
NYU Stern School of Business May 1993 - Present
D. E. Shaw & Co. January 2002 - February 2005
RBC Capital Markets October 1999 - January 2002
NatWest Markets May 1996 - October 1999
Salomon Brothers October 1991 - May 1996
The University of Texas at Austin May 1989 - September 1990
Drexel Burnham Lambert September 1986 - February 1989
Education
Columbia Law School 1981 — 1984
Doctor of Law (J.D.)
Columbia Business School 1981 — 1984
Master of Business Administration (M.B.A.)
Harvard College 1978 — 1981
A.B., Philosophy
Plainfield Asset Management February 2005 - Present
Gray Birch Services LLC December 2011 - Present
qbeats inc September 2011 - Present
NYU Stern School of Business May 1993 - Present
D. E. Shaw & Co. January 2002 - February 2005
RBC Capital Markets October 1999 - January 2002
NatWest Markets May 1996 - October 1999
Salomon Brothers October 1991 - May 1996
The University of Texas at Austin May 1989 - September 1990
Drexel Burnham Lambert September 1986 - February 1989
Education
Columbia Law School 1981 — 1984
Doctor of Law (J.D.)
Columbia Business School 1981 — 1984
Master of Business Administration (M.B.A.)
Harvard College 1978 — 1981
A.B., Philosophy
Raphael Douady Raphael Douady's NatWest Markets Experience 1995 - 1996
Job Research Director at Riskdata
Industry Financial Services
Experience
Riskdata January 1999 - Present
LabEx ReFi July 2013 - Present
Université Paris 1 Panthéon Sorbonne January 2011 - Present
Polytechnic Institute of New York University March 2011 - Present
CNRS September 1983 - Present
ENS Cachan September 1998 - August 2002
CIBC World Markets 1996 - 2000
New York University September 1995 - August 1998
NatWest Markets 1995 - 1996
Societe Generale January 1994 - September 1995
Skills
Quantitative Finance, Research, Economics, Econometrics, Derivatives, Mathematics, Statistics, Market Risk, Risk Management, Hedge Funds, Quantitative Analytics, Stochastic Calculus, FX Options, Financial Markets, Probability Theory, Financial Modeling, Predictive Modeling, VBA, Quantitative Investing, Monte Carlo Simulation, Portfolio Management, Capital Markets, Portfolio Optimization, Statistical Modeling, Financial Engineering, Data Analysis, Numerical Analysis, Algorithms, Fixed Income, Applied Mathematics, Partial Differential..., Valuation, Time Series Analysis, Mathematical Modeling, Asset Management, Financial Risk, Trading Strategies, R, Credit Derivatives, Equities, Optimization, Trading Systems, Quantitative Research, Analysis, Bloomberg, Probability, Data Mining, Options, Machine Learning
Education
Ecole normale supérieure 1978 — 1983
Mathematics
Université Denis Diderot (Paris VII) / University Paris VII 1980 — 1982
Doctor of Philosophy (Ph.D.), Mathematics
Lycée Louis le Grand 1976 — 1978
Classes préparatoires, mathématiques
Lycée Lakanal
Riskdata January 1999 - Present
LabEx ReFi July 2013 - Present
Université Paris 1 Panthéon Sorbonne January 2011 - Present
Polytechnic Institute of New York University March 2011 - Present
CNRS September 1983 - Present
ENS Cachan September 1998 - August 2002
CIBC World Markets 1996 - 2000
New York University September 1995 - August 1998
NatWest Markets 1995 - 1996
Societe Generale January 1994 - September 1995
Skills
Quantitative Finance, Research, Economics, Econometrics, Derivatives, Mathematics, Statistics, Market Risk, Risk Management, Hedge Funds, Quantitative Analytics, Stochastic Calculus, FX Options, Financial Markets, Probability Theory, Financial Modeling, Predictive Modeling, VBA, Quantitative Investing, Monte Carlo Simulation, Portfolio Management, Capital Markets, Portfolio Optimization, Statistical Modeling, Financial Engineering, Data Analysis, Numerical Analysis, Algorithms, Fixed Income, Applied Mathematics, Partial Differential..., Valuation, Time Series Analysis, Mathematical Modeling, Asset Management, Financial Risk, Trading Strategies, R, Credit Derivatives, Equities, Optimization, Trading Systems, Quantitative Research, Analysis, Bloomberg, Probability, Data Mining, Options, Machine Learning
Education
Ecole normale supérieure 1978 — 1983
Mathematics
Université Denis Diderot (Paris VII) / University Paris VII 1980 — 1982
Doctor of Philosophy (Ph.D.), Mathematics
Lycée Louis le Grand 1976 — 1978
Classes préparatoires, mathématiques
Lycée Lakanal
Peter Pickette's NatWest Markets Experience August 1993 - July 1997
Job Managing Director at CS Capital Advisors, LLC
Industry Financial Services
Experience
CS Capital Advisors, LLC March 1999 - Present
Schroders & Co., Inc. July 1997 - February 1999
NatWest Markets August 1993 - July 1997
Education
Boston College - Carroll School of Management 1989 — 1993
Bachelor of Science (B.S.), Finance, General
CS Capital Advisors, LLC March 1999 - Present
Schroders & Co., Inc. July 1997 - February 1999
NatWest Markets August 1993 - July 1997
Education
Boston College - Carroll School of Management 1989 — 1993
Bachelor of Science (B.S.), Finance, General
William Hunter William Hunter's NatWest Markets Experience December 1993 - February 1998
Job Managing Director Global Natural Resources Group at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities August 2013 - July 2015
Teneo Capital April 2012 - August 2013
Dahlman Rose & Co. April 2011 - November 2011
Jefferies & Company February 2006 - April 2011
TD Securities October 1999 - February 2006
BMO Nesbitt Burns March 1998 - October 1999
NatWest Markets December 1993 - February 1998
KPMG US 1991 - 1993
Skills
Mergers, Investment Banking, Leveraged Finance, Restructuring, Mining, Equities, Capital Markets, Corporate Finance, Structuring, Mergers & Acquisitions, Private Equity, Strategy, Finance, Hedge Funds, IPO, Valuation, Financial Structuring, LBO, Corporate Development, Financial Sponsors, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1992
BSC, Finance
Nomura Securities August 2013 - July 2015
Teneo Capital April 2012 - August 2013
Dahlman Rose & Co. April 2011 - November 2011
Jefferies & Company February 2006 - April 2011
TD Securities October 1999 - February 2006
BMO Nesbitt Burns March 1998 - October 1999
NatWest Markets December 1993 - February 1998
KPMG US 1991 - 1993
Skills
Mergers, Investment Banking, Leveraged Finance, Restructuring, Mining, Equities, Capital Markets, Corporate Finance, Structuring, Mergers & Acquisitions, Private Equity, Strategy, Finance, Hedge Funds, IPO, Valuation, Financial Structuring, LBO, Corporate Development, Financial Sponsors, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1992
BSC, Finance
Edward Solomon Edward Solomon's NatWest Markets Experience January 1996 - February 1997
Job CoPresident, Net@Work
Industry Information Technology and Services
Experience
Net@Work February 1997 - Present
NatWest Markets January 1996 - February 1997
Republic National Bank 1992 - 1996
Skills
Sage CRM, Abra, SalesLogix, SBT, MAS500, Mas 90, Accpac, PHP, Strategic Planning, Accounting, Professional Services, CRM, Enterprise Software, Microsoft CRM, Sage, Business Development, Software Implementation, Crystal Reports, ERP, Executive Management, Solution Selling, Microsoft Dynamics, Start-ups, Integration, Business Intelligence, Project Planning, Leadership, Cloud Computing, SaaS, Software Industry, Lead Generation, E-commerce, Networking, Email Marketing, Access, Sage ERP X3, QuickBooks, Management Consulting, Business Analysis, Consulting, Sales Process, Salesforce.com, Business Process..., Go-to-market Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 1993 — 1996
MBA, Finance
Bar-Ilan University 1987 — 1988
Net@Work February 1997 - Present
NatWest Markets January 1996 - February 1997
Republic National Bank 1992 - 1996
Skills
Sage CRM, Abra, SalesLogix, SBT, MAS500, Mas 90, Accpac, PHP, Strategic Planning, Accounting, Professional Services, CRM, Enterprise Software, Microsoft CRM, Sage, Business Development, Software Implementation, Crystal Reports, ERP, Executive Management, Solution Selling, Microsoft Dynamics, Start-ups, Integration, Business Intelligence, Project Planning, Leadership, Cloud Computing, SaaS, Software Industry, Lead Generation, E-commerce, Networking, Email Marketing, Access, Sage ERP X3, QuickBooks, Management Consulting, Business Analysis, Consulting, Sales Process, Salesforce.com, Business Process..., Go-to-market Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 1993 — 1996
MBA, Finance
Bar-Ilan University 1987 — 1988
David Yewer David Yewer's NatWest Markets Experience May 1986 - August 1997
Job Chief Credit Officer at Centennial Commercial Finance Group
Industry Banking
Experience
Centennial Commercial Finance Group April 2015 - Present
Doral Bank January 2012 - March 2015
UST Global April 2010 - January 2012
Cohawney Advisors 2008 - April 2010
FirstLight Financial Corporation February 2007 - February 2008
GE 1999 - 2007
Bank Austria Creditanstalt August 1997 - August 1999
NatWest Markets May 1986 - August 1997
Skills
Portfolio Management, Underwriting, Origination, Due Diligence, Mergers, Financial Analysis, Modeling, Credit, Structuring, Loans, Credit Analysis, Investor Relations, Risk Analysis, Financial Modeling, Corporate Finance, Investments, Restructuring, Debt, Negotiation, Forecasting, Cash Flow, Risk Management, Equities, Financial Structuring, Structured Finance, Mergers & Acquisitions, Loan Origination, Project Finance, Competitive Analysis, Management, Commercial Real Estate..., Credit Risk, Commercial Banking, Commercial Real Estate...
Education
University of Wisconsin-Milwaukee - School of Business Administration 1983 — 1985
MBA
St. Lawrence University 1977 — 1981
BA, Economics
Holderness School 1975 — 1977
Centennial Commercial Finance Group April 2015 - Present
Doral Bank January 2012 - March 2015
UST Global April 2010 - January 2012
Cohawney Advisors 2008 - April 2010
FirstLight Financial Corporation February 2007 - February 2008
GE 1999 - 2007
Bank Austria Creditanstalt August 1997 - August 1999
NatWest Markets May 1986 - August 1997
Skills
Portfolio Management, Underwriting, Origination, Due Diligence, Mergers, Financial Analysis, Modeling, Credit, Structuring, Loans, Credit Analysis, Investor Relations, Risk Analysis, Financial Modeling, Corporate Finance, Investments, Restructuring, Debt, Negotiation, Forecasting, Cash Flow, Risk Management, Equities, Financial Structuring, Structured Finance, Mergers & Acquisitions, Loan Origination, Project Finance, Competitive Analysis, Management, Commercial Real Estate..., Credit Risk, Commercial Banking, Commercial Real Estate...
Education
University of Wisconsin-Milwaukee - School of Business Administration 1983 — 1985
MBA
St. Lawrence University 1977 — 1981
BA, Economics
Holderness School 1975 — 1977
Lynda Bauer Lynda Bauer's NatWest Markets Experience 1997 - 1999
Job Strategist
Industry Management Consulting
Experience
PMG Int'l September 2004 - Present
Deloitte 1999 - 2004
NatWest Markets 1997 - 1999
Ladies Home Journal 1989 - 1991
Skills
Twitter, Facebook, Market Research, Business Intelligence, Social Media, Social Entrepreneurship, Urbanism, Professional Services, Product Evangelism, Copywriting, Health & Wellness, Fitness, Dance Instruction, Hospitality, Urban Planning, Urban Design, Thought Leadership, Concept Ideation, Architecture, Mobile Video, Mentoring, Executive Coaching, Mobile Health, Active Design, Blogging, Presentation Coaching, Community Outreach, Workshop Facilitation, Social Media Education, Positioning, Strategic Planning, New Business Development, Promotions, Mobile Devices
Education
Lingua Mundi, Jerez de la Fontera 2005 — 2005
Summer Session, Spanish
Harvard Kennedy School of Government
Promoting Innovation & Organizational Change
Middlebury College
Summer Session, French
Mills College
BA, Art History
NYU - School of Continuing Education
Marketing Strategy & Planning
PMG Int'l September 2004 - Present
Deloitte 1999 - 2004
NatWest Markets 1997 - 1999
Ladies Home Journal 1989 - 1991
Skills
Twitter, Facebook, Market Research, Business Intelligence, Social Media, Social Entrepreneurship, Urbanism, Professional Services, Product Evangelism, Copywriting, Health & Wellness, Fitness, Dance Instruction, Hospitality, Urban Planning, Urban Design, Thought Leadership, Concept Ideation, Architecture, Mobile Video, Mentoring, Executive Coaching, Mobile Health, Active Design, Blogging, Presentation Coaching, Community Outreach, Workshop Facilitation, Social Media Education, Positioning, Strategic Planning, New Business Development, Promotions, Mobile Devices
Education
Lingua Mundi, Jerez de la Fontera 2005 — 2005
Summer Session, Spanish
Harvard Kennedy School of Government
Promoting Innovation & Organizational Change
Middlebury College
Summer Session, French
Mills College
BA, Art History
NYU - School of Continuing Education
Marketing Strategy & Planning
Jens Ratsey-Woodroffe Jens Ratsey-Woodroffe's NatWest Markets Experience December 1999 - April 2005
Job Executive Director, Global Technology, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
RBS Markets & International Banking October 2011 - December 2013
RBS Global Banking & Markets June 2005 - October 2011
RBS Greenwich Capital April 2005 - June 2005
NatWest Markets December 1999 - April 2005
Trade.com March 1999 - December 1999
Lehman Brothers February 1999 - March 1999
NatWest Markets November 1997 - February 1999
Bankers Trust September 1996 - November 1997
Inmarsat March 1996 - September 1996
Skills
FX Options, Trading Systems, Electronic Trading, Market Data, Sybase, Investment Banking, Fixed Income, Databases, SDLC, Derivatives, Low Latency, E-commerce, Capital Markets, Enterprise Architecture, Equity Derivatives, SQL, Integration, Unix, Microsoft SQL Server, C#, Requirements Analysis, Software Development, Project Delivery, Agile Methodologies, JavaScript, CSS, Java, Xamarin, Technical Support, Mobile Product...
Education
University of Brighton 1986 — 1991
Bsc(Hons), Computer Studies
Ryde School 1974 — 1986
JPMorgan Chase July 2014 - Present
RBS Markets & International Banking October 2011 - December 2013
RBS Global Banking & Markets June 2005 - October 2011
RBS Greenwich Capital April 2005 - June 2005
NatWest Markets December 1999 - April 2005
Trade.com March 1999 - December 1999
Lehman Brothers February 1999 - March 1999
NatWest Markets November 1997 - February 1999
Bankers Trust September 1996 - November 1997
Inmarsat March 1996 - September 1996
Skills
FX Options, Trading Systems, Electronic Trading, Market Data, Sybase, Investment Banking, Fixed Income, Databases, SDLC, Derivatives, Low Latency, E-commerce, Capital Markets, Enterprise Architecture, Equity Derivatives, SQL, Integration, Unix, Microsoft SQL Server, C#, Requirements Analysis, Software Development, Project Delivery, Agile Methodologies, JavaScript, CSS, Java, Xamarin, Technical Support, Mobile Product...
Education
University of Brighton 1986 — 1991
Bsc(Hons), Computer Studies
Ryde School 1974 — 1986
Aigek Beh Aigek Beh's NatWest Markets Experience 1995 - 1998
Job Structured Trade Finance
Industry International Trade and Development
Experience
Free-lance June 2014 - Present
HSBC September 2012 - May 2014
eCoCents June 2011 - December 2012
East Coast Economic Region Development 2009 - 2010
Human Capital Development 2008 - 2010
Asian Development Bank 2002 - 2003
Babcock & Brown 2000 - 2002
Institute of Southeast Asian Studies 1999 - 2000
NatWest Markets 1995 - 1998
Asian Development Bank 1991 - 1995
Skills
Business Planning, Analysis, Strategic Planning, Financial Analysis, International..., Capacity Building, Private Sector..., Program Management, Business Strategy, Policy Analysis, Microfinance, Business Analysis, Public-private..., Economic Development, Organizational..., Management Consulting, Financial Modeling, Leadership, Finance, Public/private...
Education
Columbia University - School of International and Public Affairs 1982 — 1984
MIA, Political Economy
Mills College 1976 — 1979
BA, Computer Science
Mount Holyoke College 1977 — 1978
Junior-Year Exchange, Liberal Arts
Free-lance June 2014 - Present
HSBC September 2012 - May 2014
eCoCents June 2011 - December 2012
East Coast Economic Region Development 2009 - 2010
Human Capital Development 2008 - 2010
Asian Development Bank 2002 - 2003
Babcock & Brown 2000 - 2002
Institute of Southeast Asian Studies 1999 - 2000
NatWest Markets 1995 - 1998
Asian Development Bank 1991 - 1995
Skills
Business Planning, Analysis, Strategic Planning, Financial Analysis, International..., Capacity Building, Private Sector..., Program Management, Business Strategy, Policy Analysis, Microfinance, Business Analysis, Public-private..., Economic Development, Organizational..., Management Consulting, Financial Modeling, Leadership, Finance, Public/private...
Education
Columbia University - School of International and Public Affairs 1982 — 1984
MIA, Political Economy
Mills College 1976 — 1979
BA, Computer Science
Mount Holyoke College 1977 — 1978
Junior-Year Exchange, Liberal Arts
Susan Sci Susan Sci's NatWest Markets Experience 1994 - 1998
Job Managing Principal at Capco
Industry Financial Services
Experience
Capco 2011 - Present
FPS Consulting Inc. February 2011 - September 2011
Nomura February 2011 - July 2011
JPMorgan Chase 2008 - 2010
Nomura Securities International 2006 - 2008
Deutsche Bank Securities 1998 - 2005
Deutsche Bank Securities 1998 - 2001
NatWest Markets 1994 - 1998
Morgan Stanley 1987 - 1994
Skills
Vendor Management, Change Management, Equities, Back Office, PMO, Program Management, Stakeholder Management, Acquisition Integration, Information Systems, SDLC, Risk Management, Mutual Funds, Cross-functional Team..., Derivatives, Fixed Income, Business Process, Middle Office, Banking, Management Consulting, Capital Markets, Portfolio Management, Business Transformation, Financial Services, Strategy
Education
Southern New Hampshire University 1982 — 1985
BS, Economics/Finance
Capco 2011 - Present
FPS Consulting Inc. February 2011 - September 2011
Nomura February 2011 - July 2011
JPMorgan Chase 2008 - 2010
Nomura Securities International 2006 - 2008
Deutsche Bank Securities 1998 - 2005
Deutsche Bank Securities 1998 - 2001
NatWest Markets 1994 - 1998
Morgan Stanley 1987 - 1994
Skills
Vendor Management, Change Management, Equities, Back Office, PMO, Program Management, Stakeholder Management, Acquisition Integration, Information Systems, SDLC, Risk Management, Mutual Funds, Cross-functional Team..., Derivatives, Fixed Income, Business Process, Middle Office, Banking, Management Consulting, Capital Markets, Portfolio Management, Business Transformation, Financial Services, Strategy
Education
Southern New Hampshire University 1982 — 1985
BS, Economics/Finance
Philip Enny Philip Enny's NatWest Markets Experience 2000 - 2000
Job Associate Director at Eze Software
Industry Financial Services
Experience
Eze Software September 2013 - Present
Kahua October 2010 - June 2013
The Neat Company September 2006 - September 2009
Bloomberg LP March 2001 - May 2006
The Royal Bank Of Scotland October 1996 - February 2001
NatWest Markets 2000 - 2000
Dow Jones/Telerate July 1989 - September 1996
Skills
C#, Agile Methodologies, SQL, HTML, XML, Microsoft SQL Server, ASP.NET, Cloud Computing, .NET, Software Development, C++, Architecture, Software Project..., Scrum, Enterprise Architecture
Education
The Ohio State University 1985 — 1989
Bachelor of Science (BS), Engineering Physics
Middletown HS North 1979 — 1983
Diploma
Eze Software September 2013 - Present
Kahua October 2010 - June 2013
The Neat Company September 2006 - September 2009
Bloomberg LP March 2001 - May 2006
The Royal Bank Of Scotland October 1996 - February 2001
NatWest Markets 2000 - 2000
Dow Jones/Telerate July 1989 - September 1996
Skills
C#, Agile Methodologies, SQL, HTML, XML, Microsoft SQL Server, ASP.NET, Cloud Computing, .NET, Software Development, C++, Architecture, Software Project..., Scrum, Enterprise Architecture
Education
The Ohio State University 1985 — 1989
Bachelor of Science (BS), Engineering Physics
Middletown HS North 1979 — 1983
Diploma
Tom Farina Tom Farina's NatWest Markets Experience July 1996 - June 2000
Job Managing Director, CoHead of Credit at Deutsche Asset and Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management October 2006 - Present
MERRILL LYNCH GLOBAL ASSET MANAGEMENT LIMITED June 2004 - October 2006
DnB NOR Asset Management June 2000 - May 2004
NatWest Markets July 1996 - June 2000
Standard & Poor's February 1994 - June 1996
Skills
Fixed Income, Credit
Education
University at Albany, SUNY 1990 — 1992
Master’s Degree, Economics
University at Albany, SUNY 1984 — 1988
Bachelor’s Degree, Business/Managerial Economics
Deutsche Asset & Wealth Management October 2006 - Present
MERRILL LYNCH GLOBAL ASSET MANAGEMENT LIMITED June 2004 - October 2006
DnB NOR Asset Management June 2000 - May 2004
NatWest Markets July 1996 - June 2000
Standard & Poor's February 1994 - June 1996
Skills
Fixed Income, Credit
Education
University at Albany, SUNY 1990 — 1992
Master’s Degree, Economics
University at Albany, SUNY 1984 — 1988
Bachelor’s Degree, Business/Managerial Economics
Hillary Blank's NatWest Markets Experience January 1994 - January 1995
Job Financial Professional at Manalapan, NJ
Industry Hospital & Health Care
Experience
University Radiology Group December 2011 - March 2015
SANDOZ INC January 2008 - August 2010
ROBERT HALF INTERNATIONAL April 2006 - December 2008
Signature Bank January 2004 - May 2005
DOWJONES & COMPANY January 2003 - March 2003
UBS January 1998 - March 2003
ABC INC January 1996 - January 1998
NATIONAR January 1995 - January 1996
NatWest Markets January 1994 - January 1995
BANKERS TRUST COMPANY January 1993 - January 1994
Skills
Financial Analysis, SAP, Financial Reporting, General Ledger, Financial Statements, Budgets, Financial Accounting, Account Reconciliation, Accounting, US GAAP
Education
Rutgers University – Camden
Certificate
University of Rhode Island
School of Business, BS
University Radiology Group December 2011 - March 2015
SANDOZ INC January 2008 - August 2010
ROBERT HALF INTERNATIONAL April 2006 - December 2008
Signature Bank January 2004 - May 2005
DOWJONES & COMPANY January 2003 - March 2003
UBS January 1998 - March 2003
ABC INC January 1996 - January 1998
NATIONAR January 1995 - January 1996
NatWest Markets January 1994 - January 1995
BANKERS TRUST COMPANY January 1993 - January 1994
Skills
Financial Analysis, SAP, Financial Reporting, General Ledger, Financial Statements, Budgets, Financial Accounting, Account Reconciliation, Accounting, US GAAP
Education
Rutgers University – Camden
Certificate
University of Rhode Island
School of Business, BS
Nicholas Whitcombe's NatWest Markets Experience 1992 - 1996
Job Managing Director at New York Green Bank
Industry Oil & Energy
Experience
U.S. Department of Energy 2009 - February 2014
Jefferies & Co. 2007 - 2008
CIT Energy 2004 - 2007
FLEETBOSTON FINANCIAL 1998 - 2002
ING Barings May 1996 - 1998
Industrial Bank of Japan 1996 - 1997
NatWest Markets 1992 - 1996
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, Finance
Cornell University 1984 — 1988
BS
U.S. Department of Energy 2009 - February 2014
Jefferies & Co. 2007 - 2008
CIT Energy 2004 - 2007
FLEETBOSTON FINANCIAL 1998 - 2002
ING Barings May 1996 - 1998
Industrial Bank of Japan 1996 - 1997
NatWest Markets 1992 - 1996
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, Finance
Cornell University 1984 — 1988
BS
Andrew Aird's NatWest Markets Experience October 1989 - February 1995
Job Consultant at Citi
Industry Banking
Experience
Bank of Tokyo July 2005 - May 2014
Bank of Tokyo-Mitsubishi UFJ, Ltd. July 2005 - May 2014
Bank of Tokyo-Mitsubishi (BTMNA ) 2005 - May 2014
Wilco Systems, New York February 1995 - June 2004
Wilco International February 1995 - 2004
ADP Wilco Inc. 1995 - 2004
NatWest Markets October 1989 - February 1995
Security Pacific Hoare Govett 1986 - 1989
Sun Life of Canada 1983 - 1986
Skills
Equities, PMO, Compliance, Financial Markets, Banking, Investment Banking, Project Management, AML, Fixed Income, Leadership, Management, Vendor Management, SDLC, Risk Management, Securities, Derivatives, Business Analysis, Analysis, Finance
Education
City University London 1989 — 1992
MBA, Management
The University of Edinburgh 1979 — 1983
MA, Economics
Belmont Academy 1973 — 1979
Bank of Tokyo July 2005 - May 2014
Bank of Tokyo-Mitsubishi UFJ, Ltd. July 2005 - May 2014
Bank of Tokyo-Mitsubishi (BTMNA ) 2005 - May 2014
Wilco Systems, New York February 1995 - June 2004
Wilco International February 1995 - 2004
ADP Wilco Inc. 1995 - 2004
NatWest Markets October 1989 - February 1995
Security Pacific Hoare Govett 1986 - 1989
Sun Life of Canada 1983 - 1986
Skills
Equities, PMO, Compliance, Financial Markets, Banking, Investment Banking, Project Management, AML, Fixed Income, Leadership, Management, Vendor Management, SDLC, Risk Management, Securities, Derivatives, Business Analysis, Analysis, Finance
Education
City University London 1989 — 1992
MBA, Management
The University of Edinburgh 1979 — 1983
MA, Economics
Belmont Academy 1973 — 1979
Stephen Lurie's NatWest Markets Experience 1987 - 1997
Job
Industry Financial Services
Experience
PricewaterhouseCoopers LLP September 1997 - Present
National Westminster Bank plc/NatWest Securities Corp. September 1987 - August 1997
NatWest Markets 1987 - 1997
Drexel Burnham Lambert, Inc. 1985 - 1987
Touche Ross & Co. LLP 1983 - 1985
Citicorp 1982 - 1983
Citicorp 1978 - 1980
Skills
AML, Bank Secrecy Act, Compliance, Capital Markets, Internal Audit, Banking, Internal Controls, Management Consulting, Compliance Audits, Fixed Income, Strategic Planning, USA PATRIOT Act, Dodd-Frank Assessments, Due Diligence, Enterprise Risk..., Equities, Financial Risk, Financial Services, KYC, Operational Risk, Quality Auditing, Risk Management, Anti Money Laundering
Education
The George Washington University - School of Business 1980 — 1982
MBA, Finance & Investments
Lehigh University 1974 — 1978
BA, Economics
PricewaterhouseCoopers LLP September 1997 - Present
National Westminster Bank plc/NatWest Securities Corp. September 1987 - August 1997
NatWest Markets 1987 - 1997
Drexel Burnham Lambert, Inc. 1985 - 1987
Touche Ross & Co. LLP 1983 - 1985
Citicorp 1982 - 1983
Citicorp 1978 - 1980
Skills
AML, Bank Secrecy Act, Compliance, Capital Markets, Internal Audit, Banking, Internal Controls, Management Consulting, Compliance Audits, Fixed Income, Strategic Planning, USA PATRIOT Act, Dodd-Frank Assessments, Due Diligence, Enterprise Risk..., Equities, Financial Risk, Financial Services, KYC, Operational Risk, Quality Auditing, Risk Management, Anti Money Laundering
Education
The George Washington University - School of Business 1980 — 1982
MBA, Finance & Investments
Lehigh University 1974 — 1978
BA, Economics
Andrew Aird's NatWest Markets Experience October 1989 - February 1995
Job VP, PMO at BTMU
Industry Banking
Experience
BTMU Vice PresidentADP/Wilco SystemsFebruary 1995 - June 2004
NatWest Markets October 1989 - February 1995
Education
City University London 1989 — 2002
MBA, Strategy & Finance
The University of Edinburgh 1979 — 1983
BTMU Vice PresidentADP/Wilco SystemsFebruary 1995 - June 2004
NatWest Markets October 1989 - February 1995
Education
City University London 1989 — 2002
MBA, Strategy & Finance
The University of Edinburgh 1979 — 1983
Alvin Khoo's NatWest Markets Experience June 1994 - January 1998
Job Chief Financial Officer at GA Telesis
Industry Investment Banking
Experience
GA Telesis June 2015 - Present
GA Telesis February 2011 - May 2015
Skyworks Capital February 2009 - February 2011
JPMorgan January 2000 - July 2008
SH&E January 1999 - February 2000
NatWest Markets June 1994 - January 1998
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Private Equity, Financial Analysis, Investment Banking, Due Diligence, Business Strategy
Education
Trinity College-Hartford 1988 — 1992
GA Telesis June 2015 - Present
GA Telesis February 2011 - May 2015
Skyworks Capital February 2009 - February 2011
JPMorgan January 2000 - July 2008
SH&E January 1999 - February 2000
NatWest Markets June 1994 - January 1998
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Private Equity, Financial Analysis, Investment Banking, Due Diligence, Business Strategy
Education
Trinity College-Hartford 1988 — 1992
Beth Krumholz's NatWest Markets Experience 1992 - 1994
Job Senior Consultant at Equinox Search
Industry Real Estate
Experience
Equinox Search January 2002 - Present
USA January 2002 - Present
Rhodes Associates 1998 - 2001
Hadley Lockwood 1996 - 1998
NatWest Markets 1992 - 1994
LIFFE (The London International Financial Futures Exchange) 1990 - 1992
Kidder Peabody 1978 - 1989
Skills
Leadership Development, Executive Search, Underwriting, Valuation, Financial Modeling, Asset Managment, Auditing, Outsourcing, Investments, Due Diligence, Business Transformation, Financial Services, Real Estate Development, New Business Development, Consulting, Real Estate, Loans, Negotiation
Education
Rutgers University-New Brunswick 1974 — 1978
BA, Economics
Jonathan Dayton Regional High School
Equinox Search January 2002 - Present
USA January 2002 - Present
Rhodes Associates 1998 - 2001
Hadley Lockwood 1996 - 1998
NatWest Markets 1992 - 1994
LIFFE (The London International Financial Futures Exchange) 1990 - 1992
Kidder Peabody 1978 - 1989
Skills
Leadership Development, Executive Search, Underwriting, Valuation, Financial Modeling, Asset Managment, Auditing, Outsourcing, Investments, Due Diligence, Business Transformation, Financial Services, Real Estate Development, New Business Development, Consulting, Real Estate, Loans, Negotiation
Education
Rutgers University-New Brunswick 1974 — 1978
BA, Economics
Jonathan Dayton Regional High School
Lisa (Rusinovich) Barnabei's NatWest Markets Experience 1996 - 1998
Job VP at RBS
Industry Information Technology and Services
Experience
RBS Global Banking & Markets 1998 - Present
NatWest Markets 1996 - 1998
Skills
Banking, Equities, Back Office, FX Options, Financial Risk, Fixed Income, Investment Banking, Financial Services, Capital Markets, Trading Systems, Operational Risk, Middle Office, Interest Rate..., Swaps, Credit Derivatives
Education
Point Park University 1987 — 1991
BFA, Music Theatre
Point Park University
RBS Global Banking & Markets 1998 - Present
NatWest Markets 1996 - 1998
Skills
Banking, Equities, Back Office, FX Options, Financial Risk, Fixed Income, Investment Banking, Financial Services, Capital Markets, Trading Systems, Operational Risk, Middle Office, Interest Rate..., Swaps, Credit Derivatives
Education
Point Park University 1987 — 1991
BFA, Music Theatre
Point Park University
Scott Musch's NatWest Markets Experience June 1993 - August 1996
Job Vice President Corporate Development
Industry Hospital & Health Care
Experience
Cambia Health Solutions April 2015 - Present
Camp Fire Columbia April 2014 - Present
GNS Healthcare May 2012 - Present
Cambia Health Solutions October 2013 - April 2015
Cambia Health Solutions April 2011 - September 2013
MedLink International May 2009 - December 2009
Shattuck Hammond Partners (Division of Morgan Keegan & Co.) July 2005 - December 2008
J.P. Morgan Securities July 1998 - May 2005
NatWest Markets June 1993 - August 1996
American International Group July 1991 - June 1993
Skills
Lean Six Sigma..., Mergers, Venture Capital, Business Strategy, Financial Analysis, Due Diligence
Education
Central Michigan University 2009 — 2016
DHA, Doctor of Health Administration
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA, Management
国際大学 / International University of Japan
International Business
University of Pennsylvania 1987 — 1991
B.A., Economics, Japanese
University of Pennsylvania - The Wharton School 1987 — 1991
B.S., Finance
Cambia Health Solutions April 2015 - Present
Camp Fire Columbia April 2014 - Present
GNS Healthcare May 2012 - Present
Cambia Health Solutions October 2013 - April 2015
Cambia Health Solutions April 2011 - September 2013
MedLink International May 2009 - December 2009
Shattuck Hammond Partners (Division of Morgan Keegan & Co.) July 2005 - December 2008
J.P. Morgan Securities July 1998 - May 2005
NatWest Markets June 1993 - August 1996
American International Group July 1991 - June 1993
Skills
Lean Six Sigma..., Mergers, Venture Capital, Business Strategy, Financial Analysis, Due Diligence
Education
Central Michigan University 2009 — 2016
DHA, Doctor of Health Administration
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA, Management
国際大学 / International University of Japan
International Business
University of Pennsylvania 1987 — 1991
B.A., Economics, Japanese
University of Pennsylvania - The Wharton School 1987 — 1991
B.S., Finance
Gregory Khaytin's NatWest Markets Experience October 1995 - March 1998
Job Systems Engineer at a Global Bank Corp
Industry Banking
Experience
Bank March 1998 - Present
Republic National Bank 1998 - 2000
NatWest Markets October 1995 - March 1998
Oppenheimer & Co. Inc. 1994 - 1995
Skills
Disaster Recovery, Data Center, Active Directory, Vendor Management, SAN, ITIL, Virtualization, Unix, Oracle
Education
Moscow Transport Institute (MTI) 1986 — 1992
Bank March 1998 - Present
Republic National Bank 1998 - 2000
NatWest Markets October 1995 - March 1998
Oppenheimer & Co. Inc. 1994 - 1995
Skills
Disaster Recovery, Data Center, Active Directory, Vendor Management, SAN, ITIL, Virtualization, Unix, Oracle
Education
Moscow Transport Institute (MTI) 1986 — 1992
Fernand Kong's NatWest Markets Experience June 1993 - December 1995
Job Head of Foreign Exchange at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank July 1996 - Present
Silicon Valley Bank July 1996 - 2010
NatWest Markets June 1993 - December 1995
Westpac Banking Corporation 1987 - 1989
Bankers Trust Company 1986 - 1987
Bankers Trust Company 1983 - 1986
Skills
FX Options, Interest Rate Risk..., Foreign Exchange..., FX Hedging, FX trading, Options, Trading, Treasury Management, Derivatives, Foreign Exchange, Currency, Hedging, Risk Management, FX Trading, Bloomberg, Financial Markets, Banking, Financial Analysis, Portfolio Management
Education
Santa Clara University
MBA
The University of Hong Kong
B. Social Sc.
Silicon Valley Bank July 1996 - Present
Silicon Valley Bank July 1996 - 2010
NatWest Markets June 1993 - December 1995
Westpac Banking Corporation 1987 - 1989
Bankers Trust Company 1986 - 1987
Bankers Trust Company 1983 - 1986
Skills
FX Options, Interest Rate Risk..., Foreign Exchange..., FX Hedging, FX trading, Options, Trading, Treasury Management, Derivatives, Foreign Exchange, Currency, Hedging, Risk Management, FX Trading, Bloomberg, Financial Markets, Banking, Financial Analysis, Portfolio Management
Education
Santa Clara University
MBA
The University of Hong Kong
B. Social Sc.
Lauren Yorks's NatWest Markets Experience June 1995 - September 1996
Job Product Developer
Industry Banking
Experience
Citi Alternative Investments 1999 - 2008
Citigroup Alternative Investments 1999 - 2008
Credit Suisse First Boston 1997 - 2001
RBS Greenwich Capital September 1996 - May 1997
NatWest Markets June 1995 - September 1996
Education
Cornell University 1991 — 1995
Citi Alternative Investments 1999 - 2008
Citigroup Alternative Investments 1999 - 2008
Credit Suisse First Boston 1997 - 2001
RBS Greenwich Capital September 1996 - May 1997
NatWest Markets June 1995 - September 1996
Education
Cornell University 1991 — 1995
Daniel Cillie, CFA's NatWest Markets Experience May 1990 - June 1995
Job Director at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ September 2006 - Present
WestLB February 2005 - May 2006
Potok, Campbell & Company February 2004 - February 2005
Sidoti & Company, LLC January 2002 - January 2004
Deutsche Bank July 1995 - August 2001
NatWest Markets May 1990 - June 1995
Midlantic National Bank July 1989 - May 1990
Skills
Financial Analysis, Banking, Investment Banking, Risk Management, Business Analysis, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Cornell University 1985 — 1989
Bachelor's Degree, Economics & International Relations
Bank of Tokyo-Mitsubishi UFJ September 2006 - Present
WestLB February 2005 - May 2006
Potok, Campbell & Company February 2004 - February 2005
Sidoti & Company, LLC January 2002 - January 2004
Deutsche Bank July 1995 - August 2001
NatWest Markets May 1990 - June 1995
Midlantic National Bank July 1989 - May 1990
Skills
Financial Analysis, Banking, Investment Banking, Risk Management, Business Analysis, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Cornell University 1985 — 1989
Bachelor's Degree, Economics & International Relations
John Alessio's NatWest Markets Experience December 1995 - September 1997
Job Senior QA Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2011 - Present
Bloomberg October 2010 - November 2011
Brown Brothers Harriman May 2005 - September 2010
ING FINANCIAL SERVICES LLC September 1997 - January 2005
NatWest Markets December 1995 - September 1997
Lehman Brothers July 1993 - November 1995
Manufacturers Hanover Trust Company June 1990 - June 1993
Chemical Bank May 1988 - May 1990
Chemical Bank 1988 - 1990
Lloyds Banking Group May 1987 - May 1988
Skills
SDLC, Business Analysis, User Acceptance Testing, Fixed Income, Business Requirements, Equities, Financial Services, Portfolio Management, Databases, Business Process, Trading Systems, Integration, Derivatives, Data Warehousing, SQL, Software Documentation, Asset Management, Quality Assurance, Testing, Securities, Analysis, Test Planning, System Testing, Bloomberg, Quality Center, Capital Markets, Market Data, Process Improvement, Waterfall, Scrum, Project Planning, Portia, Eagle PACE, Camra, CADIS
Education
New York University 1985 — 1987
BS, Business Administration
Nassau Community College 1984 — 1985
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Harborfields High School
TIAA-CREF November 2011 - Present
Bloomberg October 2010 - November 2011
Brown Brothers Harriman May 2005 - September 2010
ING FINANCIAL SERVICES LLC September 1997 - January 2005
NatWest Markets December 1995 - September 1997
Lehman Brothers July 1993 - November 1995
Manufacturers Hanover Trust Company June 1990 - June 1993
Chemical Bank May 1988 - May 1990
Chemical Bank 1988 - 1990
Lloyds Banking Group May 1987 - May 1988
Skills
SDLC, Business Analysis, User Acceptance Testing, Fixed Income, Business Requirements, Equities, Financial Services, Portfolio Management, Databases, Business Process, Trading Systems, Integration, Derivatives, Data Warehousing, SQL, Software Documentation, Asset Management, Quality Assurance, Testing, Securities, Analysis, Test Planning, System Testing, Bloomberg, Quality Center, Capital Markets, Market Data, Process Improvement, Waterfall, Scrum, Project Planning, Portia, Eagle PACE, Camra, CADIS
Education
New York University 1985 — 1987
BS, Business Administration
Nassau Community College 1984 — 1985
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Harborfields High School
James Augir's NatWest Markets Experience March 1995 - December 1997
Job Executive Director, Alternative Investments Product Development and Management at UBS
Industry Investment Management
Experience
UBS September 2015 - Present
Morgan Stanley Wealth Management November 2005 - August 2015
Strategic Resources Corporation February 1998 - January 2005
NatWest Markets March 1995 - December 1997
Skills
Alternative Investments, Hedge Funds, Investor Relations, Investment Strategies, Due Diligence, Capital Markets, Real Estate Investment, Equity Capital Markets, Investment Properties, Structuring, Asset Managment, Private Equity
Education
Babson College
BS, Finance, Economics
UBS September 2015 - Present
Morgan Stanley Wealth Management November 2005 - August 2015
Strategic Resources Corporation February 1998 - January 2005
NatWest Markets March 1995 - December 1997
Skills
Alternative Investments, Hedge Funds, Investor Relations, Investment Strategies, Due Diligence, Capital Markets, Real Estate Investment, Equity Capital Markets, Investment Properties, Structuring, Asset Managment, Private Equity
Education
Babson College
BS, Finance, Economics
Renee Bouaziz's NatWest Markets Experience 1995 - 1996
Job Real Estate Sales Associate at Keller Williams Town Life
Industry Real Estate
Experience
Keller Williams Town Life January 2015 - Present
Coldwell Banker February 2005 - January 2015
NatWest Markets 1995 - 1996
Skills
Condos, Single Family Homes, Townhomes, Short Sales, Sellers, Residential Homes, Rentals, Relocation, Real Estate Transactions, Buyer Representation, Credit, First Time Home Buyers, Investment Properties, Investors, Listings, Luxury, New Home Sales, Property, Real Estate, Referrals, Hedge Funds, Equities
Education
Barnard College 1983 — 1986
Political Science and Government
Keller Williams Town Life January 2015 - Present
Coldwell Banker February 2005 - January 2015
NatWest Markets 1995 - 1996
Skills
Condos, Single Family Homes, Townhomes, Short Sales, Sellers, Residential Homes, Rentals, Relocation, Real Estate Transactions, Buyer Representation, Credit, First Time Home Buyers, Investment Properties, Investors, Listings, Luxury, New Home Sales, Property, Real Estate, Referrals, Hedge Funds, Equities
Education
Barnard College 1983 — 1986
Political Science and Government
Kevin Meszaros's NatWest Markets Experience 1997 - 1997
Job VP US Structured Portfolio Solutions
Industry Insurance
Experience
Aon Risk Services March 2011 - Present
Aon Risk Solutions March 2008 - February 2011
Aon March 2007 - March 2008
Aon Risk Services September 2001 - March 2007
DLJ 1998 - 2000
NatWest Markets 1997 - 1997
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
State University of New York College at Buffalo 1988 — 1992
Aon Risk Services March 2011 - Present
Aon Risk Solutions March 2008 - February 2011
Aon March 2007 - March 2008
Aon Risk Services September 2001 - March 2007
DLJ 1998 - 2000
NatWest Markets 1997 - 1997
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
State University of New York College at Buffalo 1988 — 1992
Melissa Meier's NatWest Markets Experience September 1998 - December 1998
Job Senior Analyst at Capital Group
Industry Investment Management
Experience
Capital Group April 2013 - Present
Capital Group April 2009 - April 2013
Capital Group May 2006 - April 2009
State Street July 1999 - May 2006
NatWest Markets September 1998 - December 1998
Skills
Bloomberg, Fixed Income, Equities, Asset Management, Financial Modeling, Mutual Funds, Valuation, Investments, Financial Analysis, Derivatives, Investment Management, Portfolio Management, Business Analysis, Securities, Emerging Markets, Analysis, Data Analysis, Risk Management, Corporate Actions
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor's Degree, Finance and Economics
Capital Group April 2013 - Present
Capital Group April 2009 - April 2013
Capital Group May 2006 - April 2009
State Street July 1999 - May 2006
NatWest Markets September 1998 - December 1998
Skills
Bloomberg, Fixed Income, Equities, Asset Management, Financial Modeling, Mutual Funds, Valuation, Investments, Financial Analysis, Derivatives, Investment Management, Portfolio Management, Business Analysis, Securities, Emerging Markets, Analysis, Data Analysis, Risk Management, Corporate Actions
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor's Degree, Finance and Economics
Holly Sheffield's NatWest Markets Experience 1992 - 1995
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank December 2009 - Present
Credit Suisse November 2000 - December 2009
Donaldson, Lufkin & Jenrette Securities Corp. 1996 - 2001
Donaldson, Lufkin & Jenrette August 1997 - October 2000
Nat West August 1992 - August 1995
NatWest Markets 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Cornell University 1988 — 1992
The Dyson School
RCS
UBS Investment Bank December 2009 - Present
Credit Suisse November 2000 - December 2009
Donaldson, Lufkin & Jenrette Securities Corp. 1996 - 2001
Donaldson, Lufkin & Jenrette August 1997 - October 2000
Nat West August 1992 - August 1995
NatWest Markets 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Cornell University 1988 — 1992
The Dyson School
RCS
Stuart Farr's NatWest Markets Experience October 1995 - May 1996
Job President at Deltix
Industry Computer Software
Experience
Deltix April 2010 - Present
Novus Partners April 2009 - Present
Little Pim January 2009 - Present
Not For Tourists December 2007 - Present
Beauchamp Financial Technology (latterly Linedata Services) October 1998 - March 2008
Credit Suisse First Boston May 1996 - October 1998
NatWest Markets October 1995 - May 1996
Synopsys January 1994 - October 1995
Laurence Gould Consultants January 1987 - August 1992
Skills
Equities, Trading, Financial Markets, Portfolio Management, Hedge Funds, Management, Analysis, Derivatives, Entrepreneurship, Strategy, Alternative Investments, Trading Systems, Financial Services, Electronic Trading, Databases, Risk Management, Asset Management, Analytics, Management Consulting, Leadership, Research, Start-ups, Trading Strategies, Capital Markets, Fixed Income
Education
London South Bank University 1992 — 1993
MSc (Distinction), Intelligent Management Systems
Newcastle University 1983 — 1986
BSc (First), Agriculture
Bishop's Stortford College 1973 — 1982
Deltix April 2010 - Present
Novus Partners April 2009 - Present
Little Pim January 2009 - Present
Not For Tourists December 2007 - Present
Beauchamp Financial Technology (latterly Linedata Services) October 1998 - March 2008
Credit Suisse First Boston May 1996 - October 1998
NatWest Markets October 1995 - May 1996
Synopsys January 1994 - October 1995
Laurence Gould Consultants January 1987 - August 1992
Skills
Equities, Trading, Financial Markets, Portfolio Management, Hedge Funds, Management, Analysis, Derivatives, Entrepreneurship, Strategy, Alternative Investments, Trading Systems, Financial Services, Electronic Trading, Databases, Risk Management, Asset Management, Analytics, Management Consulting, Leadership, Research, Start-ups, Trading Strategies, Capital Markets, Fixed Income
Education
London South Bank University 1992 — 1993
MSc (Distinction), Intelligent Management Systems
Newcastle University 1983 — 1986
BSc (First), Agriculture
Bishop's Stortford College 1973 — 1982
Mark Everitt's NatWest Markets Experience September 1988 - January 1993
Job Member of Investment Commitee & Director of Risk Management
Industry Capital Markets
Experience
BlackRock October 2007 - Present
University of Washington March 2010 - August 2014
Quellos Group, LLC October 2003 - October 2007
BNP Paribas 1995 - 2003
Price Waterhouse Management Consultants January 1993 - November 1994
NatWest Markets September 1988 - January 1993
Skills
Asset Managment, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Risk Management, Investments, Fixed Income, Derivatives, Market Risk, Capital Markets, Bloomberg, Financial Risk, Equities, Valuation, Financial Modeling, Quantitative Finance, Options, Financial Markets, Finance, Asset Management, Investment Banking, Equity Derivatives, Structured Products
Education
CFA Institute 2002 — 2004
Chartered Financial Analyst, CFA
University of Wales, Swansea 1985 — 1988
BSc (Joint Hons), Geography and Topographic Science
BlackRock October 2007 - Present
University of Washington March 2010 - August 2014
Quellos Group, LLC October 2003 - October 2007
BNP Paribas 1995 - 2003
Price Waterhouse Management Consultants January 1993 - November 1994
NatWest Markets September 1988 - January 1993
Skills
Asset Managment, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Risk Management, Investments, Fixed Income, Derivatives, Market Risk, Capital Markets, Bloomberg, Financial Risk, Equities, Valuation, Financial Modeling, Quantitative Finance, Options, Financial Markets, Finance, Asset Management, Investment Banking, Equity Derivatives, Structured Products
Education
CFA Institute 2002 — 2004
Chartered Financial Analyst, CFA
University of Wales, Swansea 1985 — 1988
BSc (Joint Hons), Geography and Topographic Science
Salvatore Rubino's NatWest Markets Experience 1992 - 1995
Job Firmwide Risk Management at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2014 - Present
RBS December 2012 - March 2014
MF Global UK Ltd. August 2011 - November 2011
Commerzbank AG February 2010 - October 2010
Citi Alternatives Tribeca Global Management 2006 - 2007
Credit Suisse First Boston 2001 - 2005
JPMorgan Investment Management 2000 - 2001
Merrill Lynch 1995 - 1999
NatWest Markets 1992 - 1995
Société Générale 1988 - 1992
Skills
FX Options, Derivatives, Trading, Financial Markets, Options, Structured Products, FX Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Equity Derivatives, Risk Management, Proprietary Trading, Currency, Bloomberg, Trading Systems, Hedging, FX trading, Market Risk, Electronic Trading, Emerging Markets, Alternative Investments, Market Making, Global Macro, Financial Risk, Prime Brokerage, Trading Strategies, Interest Rate..., Commodity, Quantitative Finance, Foreign Exchange, Volatility, Investment Strategies, Asset Allocation, Financial Structuring, Asset Management, Asset Managment, Risk, FX
Education
Massachusetts Institute of Technology
S.B., Philosophy, Mathematics, Physics
J.P. Morgan September 2014 - Present
RBS December 2012 - March 2014
MF Global UK Ltd. August 2011 - November 2011
Commerzbank AG February 2010 - October 2010
Citi Alternatives Tribeca Global Management 2006 - 2007
Credit Suisse First Boston 2001 - 2005
JPMorgan Investment Management 2000 - 2001
Merrill Lynch 1995 - 1999
NatWest Markets 1992 - 1995
Société Générale 1988 - 1992
Skills
FX Options, Derivatives, Trading, Financial Markets, Options, Structured Products, FX Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Equity Derivatives, Risk Management, Proprietary Trading, Currency, Bloomberg, Trading Systems, Hedging, FX trading, Market Risk, Electronic Trading, Emerging Markets, Alternative Investments, Market Making, Global Macro, Financial Risk, Prime Brokerage, Trading Strategies, Interest Rate..., Commodity, Quantitative Finance, Foreign Exchange, Volatility, Investment Strategies, Asset Allocation, Financial Structuring, Asset Management, Asset Managment, Risk, FX
Education
Massachusetts Institute of Technology
S.B., Philosophy, Mathematics, Physics
Brett Cui's NatWest Markets Experience March 1994 - February 1997
Job Executive Director at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities International, Inc April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2006 - September 2008
Banc of America Securities January 2005 - June 2006
Riskware Systems Inc. December 1996 - December 2005
Dresdner Kleinwort Benson 1998 - 1998
Natwest Markets March 1994 - February 1997
Sanwa Financial Products March 1993 - March 1996
Ziff Desktop Information July 1992 - February 1993
MITRE Corporation September 1990 - August 1992
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
Stony Brook University 1986 — 1990
BSEE
Nomura Securities International, Inc April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2006 - September 2008
Banc of America Securities January 2005 - June 2006
Riskware Systems Inc. December 1996 - December 2005
Dresdner Kleinwort Benson 1998 - 1998
Natwest Markets March 1994 - February 1997
Sanwa Financial Products March 1993 - March 1996
Ziff Desktop Information July 1992 - February 1993
MITRE Corporation September 1990 - August 1992
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
Stony Brook University 1986 — 1990
BSEE
Chris Straube's NatWest Markets Experience April 1996 - May 1997
Job Senior Client Partner at Globant
Industry Information Technology and Services
Experience
Globant July 2014 - Present
International Business Machines February 2002 - March 2014
eFORCE July 2000 - January 2002
Nextera February 1999 - July 2000
Technology Solutions Company May 1997 - February 1999
NatWest Markets April 1996 - May 1997
Deutsche Bank March 1993 - April 1996
Bankers Trust March 1988 - November 1993
Skills
New Business Development, Risk Management, Consulting, Business Development, Account Management, Business Strategy, Strategic Planning, Sales, Sales Management, Management Consulting, Business Intelligence, Enterprise Software, Outsourcing, Professional Services, Negotiation, Business Analysis, Program Management, Team Leadership, Cloud Computing, Solution Selling, Management, SDLC, Strategy, Project Management, Financial Services
Education
Fordham Gabelli School of Business 1993 — 1997
MBA, Investment Management & Management Systems
Pace University 1984 — 1987
BBA, Finance
Globant July 2014 - Present
International Business Machines February 2002 - March 2014
eFORCE July 2000 - January 2002
Nextera February 1999 - July 2000
Technology Solutions Company May 1997 - February 1999
NatWest Markets April 1996 - May 1997
Deutsche Bank March 1993 - April 1996
Bankers Trust March 1988 - November 1993
Skills
New Business Development, Risk Management, Consulting, Business Development, Account Management, Business Strategy, Strategic Planning, Sales, Sales Management, Management Consulting, Business Intelligence, Enterprise Software, Outsourcing, Professional Services, Negotiation, Business Analysis, Program Management, Team Leadership, Cloud Computing, Solution Selling, Management, SDLC, Strategy, Project Management, Financial Services
Education
Fordham Gabelli School of Business 1993 — 1997
MBA, Investment Management & Management Systems
Pace University 1984 — 1987
BBA, Finance
Harold Citron's NatWest Markets Experience 1997 - 1997
Job Senior Analyst at Information Clearinghouse Creditntell
Industry Financial Services
Experience
Information Clearinghouse Inc. August 2002 - Present
Jefferies & Co. 2000 - 2002
Brown Brothers Harriman January 1999 - May 2000
CIBC World Markets 1998 - 1998
NatWest Markets 1997 - 1997
Value Line 1996 - 1997
ITOCHU International Inc. 1991 - 1994
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Portfolio Management, Asset Managment, Equity Research, Investments, Risk Management, Economics, Credit Risk, Bonds, Credit, Due Diligence, Asset Management, Finance
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA
The George Washington University - School of Business 1986 — 1990
BBA, International Business
Information Clearinghouse Inc. August 2002 - Present
Jefferies & Co. 2000 - 2002
Brown Brothers Harriman January 1999 - May 2000
CIBC World Markets 1998 - 1998
NatWest Markets 1997 - 1997
Value Line 1996 - 1997
ITOCHU International Inc. 1991 - 1994
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Portfolio Management, Asset Managment, Equity Research, Investments, Risk Management, Economics, Credit Risk, Bonds, Credit, Due Diligence, Asset Management, Finance
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA
The George Washington University - School of Business 1986 — 1990
BBA, International Business
Brian Jaspers's NatWest Markets Experience 1998 - 2002
Job Managing DirectorGlobal Head FX at Jefferies Bache
Industry Banking
Experience
Jefferies Bache July 2011 - February 2012
Prudential Financial 2002 - July 2011
NatWest Markets 1998 - 2002
Chase Manhattan Corporation 1997 - 1998
HSBC 1986 - 1996
Skills
Derivatives, Trading Systems, Trading, FX Options, Electronic Trading
Education
Stony Brook University 1981 — 1985
BA, Economics
Jefferies Bache July 2011 - February 2012
Prudential Financial 2002 - July 2011
NatWest Markets 1998 - 2002
Chase Manhattan Corporation 1997 - 1998
HSBC 1986 - 1996
Skills
Derivatives, Trading Systems, Trading, FX Options, Electronic Trading
Education
Stony Brook University 1981 — 1985
BA, Economics
Jocelyn Lane (Mitchell)'s NatWest Markets Experience April 1996 - July 1997
Job VP GFS Strategy and Architecture at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank October 2014 - Present
Deutsche Bank March 2014 - October 2014
UBS October 2004 - November 2012
UBS Investment Bank September 2000 - October 2004
RBS Greenwich Capital January 1998 - September 2000
NatWest Markets April 1996 - July 1997
NatWest Markets August 1995 - March 1996
KPMG South Africa January 1992 - June 1995
Skills
General Ledger, Internal Controls, Finance, Account Reconciliation, Equities, Investment Banking, Product Control, Auditing, Derivatives, Trading
Education
Rhodes University 1988 — 1991
Deutsche Bank October 2014 - Present
Deutsche Bank March 2014 - October 2014
UBS October 2004 - November 2012
UBS Investment Bank September 2000 - October 2004
RBS Greenwich Capital January 1998 - September 2000
NatWest Markets April 1996 - July 1997
NatWest Markets August 1995 - March 1996
KPMG South Africa January 1992 - June 1995
Skills
General Ledger, Internal Controls, Finance, Account Reconciliation, Equities, Investment Banking, Product Control, Auditing, Derivatives, Trading
Education
Rhodes University 1988 — 1991
Bill Cody's NatWest Markets Experience 1990 - 1996
Job Executive Director
Industry Financial Services
Experience
BATS Global Markets, Inc. January 2013 - Present
Instinet Corporation April 1999 - February 2012
Dow Jones Telerate 1996 - 1999
NatWest Markets 1990 - 1996
Skills
Series 7, Series 63, Series 24, Series 55, Dark Pools, Electronic Trading, Capital Markets, Derivatives, Equities, Equity Capital Markets, Equity Trading, FINRA, Financial Services, Options, Trading Systems
Education
Fairleigh Dickinson University
BS, Finance
Newark Academy
BATS Global Markets, Inc. January 2013 - Present
Instinet Corporation April 1999 - February 2012
Dow Jones Telerate 1996 - 1999
NatWest Markets 1990 - 1996
Skills
Series 7, Series 63, Series 24, Series 55, Dark Pools, Electronic Trading, Capital Markets, Derivatives, Equities, Equity Capital Markets, Equity Trading, FINRA, Financial Services, Options, Trading Systems
Education
Fairleigh Dickinson University
BS, Finance
Newark Academy
Jeff Heimsoth's NatWest Markets Experience 1993 - 1996
Job Owner, Quest Watersports
Industry Maritime
Experience
Quest Watersports December 2008 - Present
Heritage Harbor Ottawa January 2008 - Present
Chicago MasterCraft February 2005 - January 2011
Riverview Marine December 2003 - January 2010
The TriZetto Group December 2001 - December 2003
Resource Information Management Systems, Inc. February 1997 - December 2001
NatWest Markets 1993 - 1996
NASA February 1991 - April 1992
Skills
Boating, Strategic Planning, Maritime, Customer Service, Sales, PowerPoint, Marinas, Business Development, Boat, Real Estate, New Business Development, Management, Contract Negotiation, Budgets, Leadership, Process Improvement, Microsoft Excel, Account Management, Public Speaking, Insurance, Real Estate Development, Team Building, Marketing
Education
Drake University 1986 — 1990
BS, Finance & Management
Quest Watersports December 2008 - Present
Heritage Harbor Ottawa January 2008 - Present
Chicago MasterCraft February 2005 - January 2011
Riverview Marine December 2003 - January 2010
The TriZetto Group December 2001 - December 2003
Resource Information Management Systems, Inc. February 1997 - December 2001
NatWest Markets 1993 - 1996
NASA February 1991 - April 1992
Skills
Boating, Strategic Planning, Maritime, Customer Service, Sales, PowerPoint, Marinas, Business Development, Boat, Real Estate, New Business Development, Management, Contract Negotiation, Budgets, Leadership, Process Improvement, Microsoft Excel, Account Management, Public Speaking, Insurance, Real Estate Development, Team Building, Marketing
Education
Drake University 1986 — 1990
BS, Finance & Management
Christopher Borjon's NatWest Markets Experience 1992 - 1993
Job Cabezon Investment Group
Industry Capital Markets
Experience
Cabezon Investment Group 2010 - Present
Wells Fargo Bank 2001 - 2007
Bank of America 1993 - 2000
NatWest Markets 1992 - 1993
Security Pacific National Bank 1991 - 1992
Stanford Graduate School of Business 1989 - 1991
Education
Stanford University 1985 — 1989
Bachelor of Arts, Economics
Cabezon Investment Group 2010 - Present
Wells Fargo Bank 2001 - 2007
Bank of America 1993 - 2000
NatWest Markets 1992 - 1993
Security Pacific National Bank 1991 - 1992
Stanford Graduate School of Business 1989 - 1991
Education
Stanford University 1985 — 1989
Bachelor of Arts, Economics
Fergal Moore's NatWest Markets Experience April 1997 - October 1997
Job Managing Director, Head of Infrastructure at RBS Markets and International Banking
Industry Financial Services
Experience
RBS Markets and International Banking September 2013 - Present
RBS Markets & International Banking 2012 - Present
RBS Global Banking & Markets 2008 - August 2013
RBS Greenwich Capital October 2002 - September 2008
Greenwich Capital October 1997 - September 2002
NatWest Markets April 1997 - October 1997
UBS August 1996 - April 1997
JPMorgan 1994 - 1996
Skills
CRM/Sales Technology, Distributed Application..., Web Development, Mobile App Design, Data Analysis, Firewalls, Proxy/Internet, Lotus Notes, Graphic Design
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Arts (B.A.), Moderatorship in Management Science and Industrial Systems Studies
RBS Markets and International Banking September 2013 - Present
RBS Markets & International Banking 2012 - Present
RBS Global Banking & Markets 2008 - August 2013
RBS Greenwich Capital October 2002 - September 2008
Greenwich Capital October 1997 - September 2002
NatWest Markets April 1997 - October 1997
UBS August 1996 - April 1997
JPMorgan 1994 - 1996
Skills
CRM/Sales Technology, Distributed Application..., Web Development, Mobile App Design, Data Analysis, Firewalls, Proxy/Internet, Lotus Notes, Graphic Design
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Arts (B.A.), Moderatorship in Management Science and Industrial Systems Studies
anindya chatterjee's NatWest Markets Experience 1996 - 1998
Job Senior Portfolio Manager at City National Rochdale Investment Management
Industry Financial Services
Experience
City National Rochdale April 2011 - Present
IIFL Inc., New York March 2009 - March 2011
American Oriental Bioengineering May 2008 - May 2009
Jefferies & Company May 2006 - April 2008
Bear Stearns 2004 - 2006
IDEAglobal 2001 - 2004
ANZ Investment Bank 1998 - 2000
NatWest Markets 1996 - 1998
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
Delhi School of Economics
Don Bosco School, Park Circus
City National Rochdale April 2011 - Present
IIFL Inc., New York March 2009 - March 2011
American Oriental Bioengineering May 2008 - May 2009
Jefferies & Company May 2006 - April 2008
Bear Stearns 2004 - 2006
IDEAglobal 2001 - 2004
ANZ Investment Bank 1998 - 2000
NatWest Markets 1996 - 1998
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
Delhi School of Economics
Don Bosco School, Park Circus
Douglas Marzano's NatWest Markets Experience 1998 - 1999
Job Information Security Officer. CISSP, CCENT
Industry Banking
Experience
MarketAxess April 2013 - Present
Credit Agricole CIB July 2005 - April 2013
SIAC March 2002 - July 2005
Bear Stearns March 1999 - March 2002
NatWest Markets 1998 - 1999
Skills
CISSP, Information Security, Security, Security Awareness, Incident Response, Information Security..., Penetration Testing, Vulnerability Assessment, Network Security, Vulnerability Management, Business Continuity, ISO 27001, Security Architecture..., Security Audits
Education
Pace University 1992 — 1998
MarketAxess April 2013 - Present
Credit Agricole CIB July 2005 - April 2013
SIAC March 2002 - July 2005
Bear Stearns March 1999 - March 2002
NatWest Markets 1998 - 1999
Skills
CISSP, Information Security, Security, Security Awareness, Incident Response, Information Security..., Penetration Testing, Vulnerability Assessment, Network Security, Vulnerability Management, Business Continuity, ISO 27001, Security Architecture..., Security Audits
Education
Pace University 1992 — 1998
Bob Hamecs's NatWest Markets Experience 1991 - 1999
Job Business Advisor at Transworld Business Advisors
Industry Investment Banking
Experience
Transworld Business Advisors 2015 - 2015
Transworld Business Advisors 2015 - 2015
New England college 2013 - 2013
LyonRoss Capital Management June 2010 - November 2011
Clinton Group January 2001 - July 2008
Knight Trading Group 2001 - 2002
Schroder 1997 - 1999
NatWest Markets 1991 - 1999
George Weiss Associates 1988 - 1990
George Weiss Associates 1988 - 1990
Skills
Options, Trading, Portfolio Management, Hedge Funds, Structured Products, Arbitrage, Credit Derivatives, Investment Banking, Securities, Fund Of Funds, Trading Systems, Equity Trading, Financial Markets, Electronic Trading, Quantitative Analytics, CDS, Emerging Markets, Quantitative Finance, Swaps, Proprietary Trading, FX Options, Prime Brokerage, Investment Strategies, Investment Management
Education
Fordham University - Graduate School of Business Administration 1970 — 1972
MBA, International Finance
Penn State University 1965 — 1969
bs, business adminstration
Transworld Business Advisors 2015 - 2015
Transworld Business Advisors 2015 - 2015
New England college 2013 - 2013
LyonRoss Capital Management June 2010 - November 2011
Clinton Group January 2001 - July 2008
Knight Trading Group 2001 - 2002
Schroder 1997 - 1999
NatWest Markets 1991 - 1999
George Weiss Associates 1988 - 1990
George Weiss Associates 1988 - 1990
Skills
Options, Trading, Portfolio Management, Hedge Funds, Structured Products, Arbitrage, Credit Derivatives, Investment Banking, Securities, Fund Of Funds, Trading Systems, Equity Trading, Financial Markets, Electronic Trading, Quantitative Analytics, CDS, Emerging Markets, Quantitative Finance, Swaps, Proprietary Trading, FX Options, Prime Brokerage, Investment Strategies, Investment Management
Education
Fordham University - Graduate School of Business Administration 1970 — 1972
MBA, International Finance
Penn State University 1965 — 1969
bs, business adminstration
Jeff Stabler, CFA's NatWest Markets Experience 1994 - 1997
Job Head of Product Specialists, US Equity & Fixed Income at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors 2015 - Present
Commonfund 2013 - 2014
WHV Investment Management 2011 - 2013
RCM 2000 - 2011
Wells Capital Management 1998 - 2000
NatWest Markets 1994 - 1997
Westpac Banking Corporation 1984 - 1994
Skills
Asset Managment, Investment Strategies, Equities, Securities Lending, Alternative Investments, Investment Banking, Investment Management, Mutual Funds, Series 7, Asset Allocation, Bloomberg, Hedge Funds, Securities, Fixed Income, Portfolio Management, ETFs, Investments, Wealth Management, Institutional..., Financial Services, Capital Markets, Valuation, Private Equity, Fund Of Funds, Asset Management, Separately Managed...
Education
Miami University
B.S., Finance, International Business
Allianz Global Investors 2015 - Present
Commonfund 2013 - 2014
WHV Investment Management 2011 - 2013
RCM 2000 - 2011
Wells Capital Management 1998 - 2000
NatWest Markets 1994 - 1997
Westpac Banking Corporation 1984 - 1994
Skills
Asset Managment, Investment Strategies, Equities, Securities Lending, Alternative Investments, Investment Banking, Investment Management, Mutual Funds, Series 7, Asset Allocation, Bloomberg, Hedge Funds, Securities, Fixed Income, Portfolio Management, ETFs, Investments, Wealth Management, Institutional..., Financial Services, Capital Markets, Valuation, Private Equity, Fund Of Funds, Asset Management, Separately Managed...
Education
Miami University
B.S., Finance, International Business
Jonas Stiklorius's NatWest Markets Experience 1994 - 1998
Job Senior Director, Corporate Restructuring Practice at Alvarez and Marsal
Industry Financial Services
Experience
Nightingale & Associates 2002 - 2006
VerticalNet 2000 - 2002
NatWest Markets 1994 - 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Operations and Information Management
Georgetown University 1990 — 1994
Bachelor of Science in Foreign Service
Nightingale & Associates 2002 - 2006
VerticalNet 2000 - 2002
NatWest Markets 1994 - 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Operations and Information Management
Georgetown University 1990 — 1994
Bachelor of Science in Foreign Service
Anthony Brown, CFA's NatWest Markets Experience April 1996 - December 1998
Job Senior Director NORD/LB Asset Backed Finance
Industry Banking
Experience
NORD/LB April 2007 - Present
Calyon Corporate and Investment Bank January 2002 - March 2007
Calyon Corporate and Investment Bank April 1999 - December 2001
NatWest Markets April 1996 - December 1998
Lehman Brothers August 1994 - April 1996
Citibank June 1988 - August 1992
Skills
Securitization, Structured Finance, Fixed Income, Loan Origination, Portfolio Management, Banking, ABS, Financial Structuring, Syndications, Financial Modeling, Structured Products, Corporate Finance, Loans, Due Diligence, Capital Markets, Asset Management, Funding, Finance, Investment Banking, Financial Services, Derivatives, Credit Analysis, Credit Risk
Education
Indiana University - Kelley School of Business 1992 — 1994
MBA, Finance
Stony Brook University 1984 — 1988
BA, Economics, Political Science
NORD/LB April 2007 - Present
Calyon Corporate and Investment Bank January 2002 - March 2007
Calyon Corporate and Investment Bank April 1999 - December 2001
NatWest Markets April 1996 - December 1998
Lehman Brothers August 1994 - April 1996
Citibank June 1988 - August 1992
Skills
Securitization, Structured Finance, Fixed Income, Loan Origination, Portfolio Management, Banking, ABS, Financial Structuring, Syndications, Financial Modeling, Structured Products, Corporate Finance, Loans, Due Diligence, Capital Markets, Asset Management, Funding, Finance, Investment Banking, Financial Services, Derivatives, Credit Analysis, Credit Risk
Education
Indiana University - Kelley School of Business 1992 — 1994
MBA, Finance
Stony Brook University 1984 — 1988
BA, Economics, Political Science
Alan Mark's NatWest Markets Experience 1991 - 1995
Job Investor, Entrepreneur, Mentor
Industry Venture Capital & Private Equity
Experience
New York Angels 2011 - Present
HBS Angels 2012 - 2015
Raven Asset Management 2005 - January 2014
LibertyView Capital Management 1997 - 2005
NatWest Markets 1991 - 1995
Drexel Burnham Lambert 1986 - 1990
Skills
Hedge Funds, Equities, Asset Managment, Private Equity, Alternative Investments, Venture Capital, Big Data Analytics, Entrepreneurship, Asset Management, Investment Banking, Leveraged Finance, Angel Investing, Investments, Mergers & Acquisitions, Valuation, Strategy, Portfolio Management
Education
Harvard Business School
MBA
University of Pennsylvania - The Wharton School
BSE, Economics
New York Angels 2011 - Present
HBS Angels 2012 - 2015
Raven Asset Management 2005 - January 2014
LibertyView Capital Management 1997 - 2005
NatWest Markets 1991 - 1995
Drexel Burnham Lambert 1986 - 1990
Skills
Hedge Funds, Equities, Asset Managment, Private Equity, Alternative Investments, Venture Capital, Big Data Analytics, Entrepreneurship, Asset Management, Investment Banking, Leveraged Finance, Angel Investing, Investments, Mergers & Acquisitions, Valuation, Strategy, Portfolio Management
Education
Harvard Business School
MBA
University of Pennsylvania - The Wharton School
BSE, Economics
Tom McManus's NatWest Markets Experience 1997 - 1998
Job Investment Strategist
Industry Financial Services
Experience
Lazard Freres & Co. April 2010 - Present
Wells Fargo Advisors 2008 - December 2009
Banc of America Securities 1999 - 2008
NatWest Markets 1997 - 1998
Morgan Stanley 1991 - 1997
Goldman Sachs 1983 - 1991
Luigi Chinetti Motors 1976 - 1981
Skills
Financial Analysis, Mergers, Risk Management, Business Strategy, Strategic Planning, Business Development, Team Building, Financial Modeling, Investment Banking, Portfolio Management, Equities, Business Planning, Hedge Funds, New Business Development, Fixed Income, Valuation, Investments, Change Management, Finance, Process Improvement, Investment Strategies, Mergers & Acquisitions, Due Diligence, Investment Management, Asset Management, Private Equity, Equity Research, Venture Capital, Asset Allocation, Capital Markets, Trading, Securities, Equity Derivatives
Education
Columbia University in the City of New York 1978 — 1981
BS, Engineering
Lazard Freres & Co. April 2010 - Present
Wells Fargo Advisors 2008 - December 2009
Banc of America Securities 1999 - 2008
NatWest Markets 1997 - 1998
Morgan Stanley 1991 - 1997
Goldman Sachs 1983 - 1991
Luigi Chinetti Motors 1976 - 1981
Skills
Financial Analysis, Mergers, Risk Management, Business Strategy, Strategic Planning, Business Development, Team Building, Financial Modeling, Investment Banking, Portfolio Management, Equities, Business Planning, Hedge Funds, New Business Development, Fixed Income, Valuation, Investments, Change Management, Finance, Process Improvement, Investment Strategies, Mergers & Acquisitions, Due Diligence, Investment Management, Asset Management, Private Equity, Equity Research, Venture Capital, Asset Allocation, Capital Markets, Trading, Securities, Equity Derivatives
Education
Columbia University in the City of New York 1978 — 1981
BS, Engineering
Richard Rauzi's NatWest Markets Experience 1997 - 2002
Job Senior Vice President, Bank of America Legal Department
Industry Banking
Experience
Bank of America December 2002 - Present
Royal Bank of Scotland February 1997 - March 2002
RBS Greenwich Capital 1998 - 2002
NatWest Markets 1997 - 2002
UBS 1994 - 1997
Skills
Banking, Capital Markets, Internal Audit, Risk Management, Securities, Financial Risk, Management, AML, Derivatives, Operational Risk..., Fixed Income, Financial Analysis, Equities, Credit, Financial Services, Legal Discovery, Regulatory Relations, Regulatory Interactions
Education
Pace University 2004 — 2005
Certificate, Accounting
Fairfield University 1980 — 1984
BS, Finance
Archbishop Molloy 1976 — 1980
Bank of America December 2002 - Present
Royal Bank of Scotland February 1997 - March 2002
RBS Greenwich Capital 1998 - 2002
NatWest Markets 1997 - 2002
UBS 1994 - 1997
Skills
Banking, Capital Markets, Internal Audit, Risk Management, Securities, Financial Risk, Management, AML, Derivatives, Operational Risk..., Fixed Income, Financial Analysis, Equities, Credit, Financial Services, Legal Discovery, Regulatory Relations, Regulatory Interactions
Education
Pace University 2004 — 2005
Certificate, Accounting
Fairfield University 1980 — 1984
BS, Finance
Archbishop Molloy 1976 — 1980
Anthony Minardo's NatWest Markets Experience 1994 - 1996
Job FX Trader
Industry Banking
Experience
Bank Leumi January 2014 - Present
Avadeo Capital July 2013 - January 2014
Wells Fargo Bank March 2007 - July 2013
National Australia Bank March 2004 - February 2007
Calyon January 2001 - March 2004
Credit Suisse 1996 - 2001
NatWest Markets 1994 - 1996
noonan astley and pearce 1989 - 1993
Skills
Bloomberg, Electronic Trading, FX Options, Customer Service, FX trading, Financial Markets, Fixed Income, Foreign Exchange, Portfolio Management, Trading, Trading Systems, Derivatives, Capital Markets, Options, Currency, FX Trading
Education
Manhattan College 1989 — 1993
B.S., Finance and Computer Information Systems
monsignor farrell high school
Bank Leumi January 2014 - Present
Avadeo Capital July 2013 - January 2014
Wells Fargo Bank March 2007 - July 2013
National Australia Bank March 2004 - February 2007
Calyon January 2001 - March 2004
Credit Suisse 1996 - 2001
NatWest Markets 1994 - 1996
noonan astley and pearce 1989 - 1993
Skills
Bloomberg, Electronic Trading, FX Options, Customer Service, FX trading, Financial Markets, Fixed Income, Foreign Exchange, Portfolio Management, Trading, Trading Systems, Derivatives, Capital Markets, Options, Currency, FX Trading
Education
Manhattan College 1989 — 1993
B.S., Finance and Computer Information Systems
monsignor farrell high school
Arvind Rao, CFA FRM CAIA's NatWest Markets Experience 1995 - 1998
Job Investment Officer: Asset Allocation & Risk Management at CalPERS
Industry Investment Management
Experience
CalPERS 2009 - Present
Saratoga Capital 2009 - 2009
Citigroup 2003 - 2008
Deutsche Bank Securities 1995 - 2003
NatWest Markets 1995 - 1998
Kidder Peabody 1993 - 1995
Education
Massachusetts Institute of Technology 1988 — 1993
Bachelor of Science, Economics
CalPERS 2009 - Present
Saratoga Capital 2009 - 2009
Citigroup 2003 - 2008
Deutsche Bank Securities 1995 - 2003
NatWest Markets 1995 - 1998
Kidder Peabody 1993 - 1995
Education
Massachusetts Institute of Technology 1988 — 1993
Bachelor of Science, Economics
Douglas P. Harmon's NatWest Markets Experience January 1993 - August 1996
Job Executive Vice President at A10 Capital
Industry Financial Services
Experience
A10 Capital July 2015 - Present
RBS Global Banking & Markets December 2006 - February 2015
KeyBanc Capital Markets 2002 - 2006
Merrill Lynch February 1998 - February 2002
RBS Greenwich Capital August 1996 - January 1998
NatWest Markets January 1993 - August 1996
Skills
Commercial Real Estate, Leveraged Lending, Real Estate Financing, CMBS, Syndications, Capital Markets, Private Equity, Investment Banking, Leveraged Finance, Real Estate Development, Fixed Income, Corporate Real Estate, Financial Sponsors, Management, Equities, Credit Risk, Creative Real Estate..., Structured Finance, Investments, Financial Structuring, Asset Management, Due Diligence, Portfolio Management, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Real Estate Economics, Hedge Funds, Valuation, Alternative Investments, Banking, Credit
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance / Real Estate
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Geological and Earth Sciences/Geosciences
both Colgate and Kellogg 1981 — 1985
Bachelor's degree, Finance, General
A10 Capital July 2015 - Present
RBS Global Banking & Markets December 2006 - February 2015
KeyBanc Capital Markets 2002 - 2006
Merrill Lynch February 1998 - February 2002
RBS Greenwich Capital August 1996 - January 1998
NatWest Markets January 1993 - August 1996
Skills
Commercial Real Estate, Leveraged Lending, Real Estate Financing, CMBS, Syndications, Capital Markets, Private Equity, Investment Banking, Leveraged Finance, Real Estate Development, Fixed Income, Corporate Real Estate, Financial Sponsors, Management, Equities, Credit Risk, Creative Real Estate..., Structured Finance, Investments, Financial Structuring, Asset Management, Due Diligence, Portfolio Management, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Real Estate Economics, Hedge Funds, Valuation, Alternative Investments, Banking, Credit
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance / Real Estate
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Geological and Earth Sciences/Geosciences
both Colgate and Kellogg 1981 — 1985
Bachelor's degree, Finance, General
Jeff Shaw's NatWest Markets Experience June 1997 - April 2000
Job PMP Certified Project Manager
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. October 2010 - Present
Guy Carpenter & Co. LLC April 2000 - October 2010
NatWest Markets June 1997 - April 2000
ADP April 1988 - June 1997
ExxonMobil January 1988 - April 1988
Cincinnati Bengals Inc. July 1986 - December 1987
Skills
Essbase, Hyperion Enterprise, Hyperion Planning, HFM, Project Planning, EPM, Sarbanes-Oxley, Sarbanes-Oxley Act, PeopleSoft, Consolidation, Internal Controls, Financial Analysis
Education
DeVry University 2008 — 2011
MBA, Information Systems
Thomas Edison State College 2006 — 2008
BS, Accounting
Salem International University 1983 — 1985
Accounting
University of Michigan 1980 — 1982
Accounting
Marsh & McLennan Companies, Inc. October 2010 - Present
Guy Carpenter & Co. LLC April 2000 - October 2010
NatWest Markets June 1997 - April 2000
ADP April 1988 - June 1997
ExxonMobil January 1988 - April 1988
Cincinnati Bengals Inc. July 1986 - December 1987
Skills
Essbase, Hyperion Enterprise, Hyperion Planning, HFM, Project Planning, EPM, Sarbanes-Oxley, Sarbanes-Oxley Act, PeopleSoft, Consolidation, Internal Controls, Financial Analysis
Education
DeVry University 2008 — 2011
MBA, Information Systems
Thomas Edison State College 2006 — 2008
BS, Accounting
Salem International University 1983 — 1985
Accounting
University of Michigan 1980 — 1982
Accounting
Peter Rittmaster's NatWest Markets Experience 1992 - 1997
Job Managing Director at Parkstone Capital LLC
Industry Investment Banking
Experience
ParkStone Capital 2012 - Present
RBC Capital Markets 2004 - 2012
Wasserstein Perella 1999 - 2004
Credit Suisse First Boston 1997 - 1998
NatWest Markets 1992 - 1997
Drexel Burnham Lambert 1987 - 1990
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance & Management
Brown University 1983 — 1987
BA, Economics & Political Science
ParkStone Capital 2012 - Present
RBC Capital Markets 2004 - 2012
Wasserstein Perella 1999 - 2004
Credit Suisse First Boston 1997 - 1998
NatWest Markets 1992 - 1997
Drexel Burnham Lambert 1987 - 1990
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance & Management
Brown University 1983 — 1987
BA, Economics & Political Science
Patrick Haslehurst's NatWest Markets Experience February 1995 - March 2000
Job Senior Manager Agile Program Management at Nuance Communications
Industry Computer Software
Experience
Nuance Communications February 2013 - Present
Nuance Communications May 2011 - February 2013
Nuance Communications August 2010 - May 2011
Nuance Communications September 2007 - July 2010
PHD Medical March 2002 - October 2007
NatWest Markets February 1995 - March 2000
Skills
PMP, Scrum, Agile, Process Development, Project Planning, PMI, Agile Methodologies, Software Development, Software Project..., Software Engineering, Agile Project Management, Cross-functional Team..., Enterprise Software, Management, Program Management, Integration, SDLC, Project Management, Telecommunications, Process Simulation, MS Project, Requirements Analysis, Project Portfolio...
Education
University of Brighton 1991 — 1993
MEng, Masters in Business Management
University of Brighton 1989 — 1993
BEng, Civil Engineering
Nuance Communications February 2013 - Present
Nuance Communications May 2011 - February 2013
Nuance Communications August 2010 - May 2011
Nuance Communications September 2007 - July 2010
PHD Medical March 2002 - October 2007
NatWest Markets February 1995 - March 2000
Skills
PMP, Scrum, Agile, Process Development, Project Planning, PMI, Agile Methodologies, Software Development, Software Project..., Software Engineering, Agile Project Management, Cross-functional Team..., Enterprise Software, Management, Program Management, Integration, SDLC, Project Management, Telecommunications, Process Simulation, MS Project, Requirements Analysis, Project Portfolio...
Education
University of Brighton 1991 — 1993
MEng, Masters in Business Management
University of Brighton 1989 — 1993
BEng, Civil Engineering
Joseph Vernon's NatWest Markets Experience April 1995 - December 1997
Job Executive Director U.S. Product Manager/Prime Clearing Services
Industry Financial Services
Experience
Société Générale September 2010 - Present
JPMorgan 2005 - September 2010
Bear Stearns September 2005 - June 2008
NYFIX June 2000 - June 2005
Schroders December 1997 - May 2000
NatWest Markets April 1995 - December 1997
Bankers Trust Company March 1989 - August 1994
Skills
Capital Markets, Proprietary Trading, Equity Trading, FINRA, Equities, Electronic Trading, Financial Services, Prime Brokerage, Market Data, Equity Research, Risk Management, Securities, Investment Banking, Derivatives, Options, Financial Risk, Equity Derivatives, FX Options, Series 63, Valuation, Hedge Funds, Financial Markets, Bloomberg, Trading Systems, Business Analysis, Bonds, Series 24, Commodity, Order Management, Financial Modeling, Emerging Markets, Alternative Investments, ETFs, Series 7, Investments, Mutual Funds, Asset Management, Trading, Portfolio Management, Private Equity, Fixed Income
Education
University of Colorado at Boulder 1983 — 1987
Psychology
SEC Licenses
Société Générale September 2010 - Present
JPMorgan 2005 - September 2010
Bear Stearns September 2005 - June 2008
NYFIX June 2000 - June 2005
Schroders December 1997 - May 2000
NatWest Markets April 1995 - December 1997
Bankers Trust Company March 1989 - August 1994
Skills
Capital Markets, Proprietary Trading, Equity Trading, FINRA, Equities, Electronic Trading, Financial Services, Prime Brokerage, Market Data, Equity Research, Risk Management, Securities, Investment Banking, Derivatives, Options, Financial Risk, Equity Derivatives, FX Options, Series 63, Valuation, Hedge Funds, Financial Markets, Bloomberg, Trading Systems, Business Analysis, Bonds, Series 24, Commodity, Order Management, Financial Modeling, Emerging Markets, Alternative Investments, ETFs, Series 7, Investments, Mutual Funds, Asset Management, Trading, Portfolio Management, Private Equity, Fixed Income
Education
University of Colorado at Boulder 1983 — 1987
Psychology
SEC Licenses
Justin Mahy's NatWest Markets Experience February 1996 - February 1997
Job Partner at TechCreationAgency
Industry Computer Software
Experience
TechCreationAgency May 2015 - Present
Dialedin.com February 2006 - Present
THRIVE NYC June 2014 - May 2015
Local Television Network October 2002 - January 2006
Lehman Brothers October 2000 - October 2002
Credit Suisse 1997 - 2000
NatWest Markets February 1996 - February 1997
Buttle Wilson November 1994 - January 1996
Skills
Business Strategy, Strategic Planning, Digital Marketing, Project Management, Marketing Strategy, New Business Development, Strategy, Start-ups, Digital Strategy, Digital Media, Change Management, Business Development, Management, Online Advertising, Business Analysis, Social Media Marketing, Team Leadership, Account Management, Business Process..., Mergers, Mergers & Acquisitions, E-commerce, Business Planning, Mobile Devices
Education
University of Auckland 1991 — 1995
BCom / LLB, Banking, Corporate, Finance, and Securities Law
Hauraki Primary
TechCreationAgency May 2015 - Present
Dialedin.com February 2006 - Present
THRIVE NYC June 2014 - May 2015
Local Television Network October 2002 - January 2006
Lehman Brothers October 2000 - October 2002
Credit Suisse 1997 - 2000
NatWest Markets February 1996 - February 1997
Buttle Wilson November 1994 - January 1996
Skills
Business Strategy, Strategic Planning, Digital Marketing, Project Management, Marketing Strategy, New Business Development, Strategy, Start-ups, Digital Strategy, Digital Media, Change Management, Business Development, Management, Online Advertising, Business Analysis, Social Media Marketing, Team Leadership, Account Management, Business Process..., Mergers, Mergers & Acquisitions, E-commerce, Business Planning, Mobile Devices
Education
University of Auckland 1991 — 1995
BCom / LLB, Banking, Corporate, Finance, and Securities Law
Hauraki Primary
Dawna Telfair's NatWest Markets Experience February 1994 - October 1998
Job Senior Financial Analyst at AutoTrader.com
Industry Telecommunications
Experience
AutoTrader.com May 2012 - Present
Verizon Business October 2007 - May 2012
McKesson Provider Technologies October 2005 - October 2007
BlueLinx Corporation November 2002 - October 2005
ADP January 2000 - December 2001
NatWest Markets February 1994 - October 1998
New York Life Insurance Company January 1990 - January 1992
Education
Hampton University 1985 — 1989
BS, Accounting
AutoTrader.com May 2012 - Present
Verizon Business October 2007 - May 2012
McKesson Provider Technologies October 2005 - October 2007
BlueLinx Corporation November 2002 - October 2005
ADP January 2000 - December 2001
NatWest Markets February 1994 - October 1998
New York Life Insurance Company January 1990 - January 1992
Education
Hampton University 1985 — 1989
BS, Accounting
Erik Karlin's NatWest Markets Experience October 1994 - November 1997
Job Director at RBS Markets & International Banking
Industry Financial Services
Experience
RBS Markets & International Banking July 2005 - Present
RBS Greenwich Capital July 2004 - July 2005
The Royal Bank of Scotland January 2003 - June 2004
JP Morgan July 2000 - December 2002
RBS Greenwich Capital November 1997 - July 2000
NatWest Markets October 1994 - November 1997
New Windsor Associates March 1993 - August 1994
Skills
Derivatives, Fixed Income, Trading Systems, Rates, Capital Markets, Electronic Trading, Investment Banking, Interest Rate..., Sybase, Options, Trading
Education
Stony Brook University 1988 — 1992
BS, Computer Science
RBS Markets & International Banking July 2005 - Present
RBS Greenwich Capital July 2004 - July 2005
The Royal Bank of Scotland January 2003 - June 2004
JP Morgan July 2000 - December 2002
RBS Greenwich Capital November 1997 - July 2000
NatWest Markets October 1994 - November 1997
New Windsor Associates March 1993 - August 1994
Skills
Derivatives, Fixed Income, Trading Systems, Rates, Capital Markets, Electronic Trading, Investment Banking, Interest Rate..., Sybase, Options, Trading
Education
Stony Brook University 1988 — 1992
BS, Computer Science
Brendan Hanley's NatWest Markets Experience July 1996 - December 1997
Job CoHead of Americas Investment Grade Capital Markets at BofA Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch July 2005 - Present
Credit Suisse 2004 - 2005
Morgan Stanley 1997 - 2004
NatWest Markets July 1996 - December 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), English, Philosophy
B.C. High 1988 — 1992
Bank of America Merrill Lynch July 2005 - Present
Credit Suisse 2004 - 2005
Morgan Stanley 1997 - 2004
NatWest Markets July 1996 - December 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), English, Philosophy
B.C. High 1988 — 1992
John S. Neff's NatWest Markets Experience 1988 - 1994
Job independent corporate finance advisor
Industry Banking
Experience
Muddy Boots Advisors 2008 - Present
Andover College Prep LLC 2012 - 2012
Crosswind Investments, LLC 2010 - 2010
University of Connecticut, Stamford 2009 - 2009
Brown Brothers Harriman & Co. 1998 - 2008
independent financial advisor 1995 - 1998
NatWest Markets 1988 - 1994
Lehman Brothers 1982 - 1988
PepsiCo, Inc. 1981 - 1982
Kennecott Corporation 1980 - 1981
Skills
Venture Capital, Credit, Leveraged Finance, Middle Market, Banking, Private Equity, Mergers, Corporate Finance, Due Diligence, Investment Banking, Financial Markets, Financial Management, Treasury, Valuation, Loans
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
New York University - Leonard N. Stern School of Business 1975 — 1976
Finance
Dartmouth College 1969 — 1973
AB, English, Pre-Med
Muddy Boots Advisors 2008 - Present
Andover College Prep LLC 2012 - 2012
Crosswind Investments, LLC 2010 - 2010
University of Connecticut, Stamford 2009 - 2009
Brown Brothers Harriman & Co. 1998 - 2008
independent financial advisor 1995 - 1998
NatWest Markets 1988 - 1994
Lehman Brothers 1982 - 1988
PepsiCo, Inc. 1981 - 1982
Kennecott Corporation 1980 - 1981
Skills
Venture Capital, Credit, Leveraged Finance, Middle Market, Banking, Private Equity, Mergers, Corporate Finance, Due Diligence, Investment Banking, Financial Markets, Financial Management, Treasury, Valuation, Loans
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
New York University - Leonard N. Stern School of Business 1975 — 1976
Finance
Dartmouth College 1969 — 1973
AB, English, Pre-Med
Peter Sidoti's NatWest Markets Experience 1990 - 1997
Job CEO at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC CEOSidoti & Company, LLC1999 - 2009
Schroders 1997 - 1999
NatWest Markets 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Value Line 1979 - 1985
Education
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA, Finance
New York University 1975 — 1978
BS, Accounting
Chaminade High School 1971 — 1975
Sidoti & Company, LLC CEOSidoti & Company, LLC1999 - 2009
Schroders 1997 - 1999
NatWest Markets 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Value Line 1979 - 1985
Education
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA, Finance
New York University 1975 — 1978
BS, Accounting
Chaminade High School 1971 — 1975
Erik Mace's NatWest Markets Experience 1996 - 1998
Job Principal at Private Investor
Industry Investment Management
Experience
Private Investor July 2013 - Present
Breeden Capital Management LLC 2011 - July 2013
Mace Investment Consulting 2009 - 2011
Basso Capital January 2007 - December 2008
Credit Suisse 1998 - 2006
NatWest Markets 1996 - 1998
PaineWebber 1992 - 1994
Skills
Asset Management, Equities, Financial Modeling, Investments, Forecasting, Retail, Hedge Funds, Asset Managment, Portfolio Management, Financial Analysis, Equity Research, Alternative Investments, Equity Valuation, Valuation, Bloomberg, Private Equity, Asset Allocation, Strategy, Due Diligence, Investment Banking, Securities, Fixed Income, Investment Management, Capital Markets, Management, Analysis
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Accounting and Finance
University of Virginia 1987 — 1991
BA, Economics, Sociology
St.Albans 1984 — 1987
Private Investor July 2013 - Present
Breeden Capital Management LLC 2011 - July 2013
Mace Investment Consulting 2009 - 2011
Basso Capital January 2007 - December 2008
Credit Suisse 1998 - 2006
NatWest Markets 1996 - 1998
PaineWebber 1992 - 1994
Skills
Asset Management, Equities, Financial Modeling, Investments, Forecasting, Retail, Hedge Funds, Asset Managment, Portfolio Management, Financial Analysis, Equity Research, Alternative Investments, Equity Valuation, Valuation, Bloomberg, Private Equity, Asset Allocation, Strategy, Due Diligence, Investment Banking, Securities, Fixed Income, Investment Management, Capital Markets, Management, Analysis
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Accounting and Finance
University of Virginia 1987 — 1991
BA, Economics, Sociology
St.Albans 1984 — 1987
John Tallini, CPA/CGMA's NatWest Markets Experience May 1997 - May 1998
Job Senior Consultant at Evercore (Former Global Head of Corporate Audit at KCG Holdings, Inc.)
Industry Financial Services
Experience
Evercore May 2015 - Present
KCG Holdings, Inc.(Formerly Knight Capital Group, Inc.) May 2007 - April 2015
LaBranche & Co. June 2005 - May 2007
Bank of America November 2003 - June 2005
Societe Generale May 1998 - October 2003
NatWest Markets May 1997 - May 1998
Credit Lyonnais March 1994 - May 1997
Skills
CPA, Risk Management, Enterprise Risk..., Capital Markets, Equities, Operational Risk, Internal Controls, Internal Audit, FINRA, Securities, Financial Markets, Equity Trading, Fixed Income, Financial Services, Trading, Options, Finance, Asset Management, Financial Risk, Mergers & Acquisitions, FX Options, AML, Hedge Funds
Education
Pace University - Lubin School of Business
BBA, CPA
Evercore May 2015 - Present
KCG Holdings, Inc.(Formerly Knight Capital Group, Inc.) May 2007 - April 2015
LaBranche & Co. June 2005 - May 2007
Bank of America November 2003 - June 2005
Societe Generale May 1998 - October 2003
NatWest Markets May 1997 - May 1998
Credit Lyonnais March 1994 - May 1997
Skills
CPA, Risk Management, Enterprise Risk..., Capital Markets, Equities, Operational Risk, Internal Controls, Internal Audit, FINRA, Securities, Financial Markets, Equity Trading, Fixed Income, Financial Services, Trading, Options, Finance, Asset Management, Financial Risk, Mergers & Acquisitions, FX Options, AML, Hedge Funds
Education
Pace University - Lubin School of Business
BBA, CPA
Alexander Karev's NatWest Markets Experience 1998 - 2000
Job Quant at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management 2002 - Present
Hamilton Partners, Ltd 2000 - 2002
NatWest Markets 1998 - 2000
Commodities Corporation 1996 - 1998
Muskingum College 1989 - 1991
Embry-Riddle Aeronautical University 1987 - 1989
Education
The Ohio State University Fisher College of Business 1991 — 1993
MBA, Finance
University of Rochester 1982 — 1987
PhD, Physics
Caltech 1978 — 1981
BS, Mathematics
Och-Ziff Capital Management 2002 - Present
Hamilton Partners, Ltd 2000 - 2002
NatWest Markets 1998 - 2000
Commodities Corporation 1996 - 1998
Muskingum College 1989 - 1991
Embry-Riddle Aeronautical University 1987 - 1989
Education
The Ohio State University Fisher College of Business 1991 — 1993
MBA, Finance
University of Rochester 1982 — 1987
PhD, Physics
Caltech 1978 — 1981
BS, Mathematics
Penry Jackson's NatWest Markets Experience 1988 - 1998
Job Managing Director at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2010 - Present
Carne Group 2009 - July 2010
Deutsche Bank 1998 - 2009
NatWest Markets 1988 - 1998
Legal & General Investment Management June 1984 - October 1988
Education
Imperial College London 1982 — 1983
DIC, Engineering Hydrology
Cardiff University / Prifysgol Caerdydd 1979 — 1982
BSc, Civil & Structural Engineering
Barclays Investment Bank July 2010 - Present
Carne Group 2009 - July 2010
Deutsche Bank 1998 - 2009
NatWest Markets 1988 - 1998
Legal & General Investment Management June 1984 - October 1988
Education
Imperial College London 1982 — 1983
DIC, Engineering Hydrology
Cardiff University / Prifysgol Caerdydd 1979 — 1982
BSc, Civil & Structural Engineering
J. Burke McHugh's NatWest Markets Experience 1997 - 1999
Job Consultant at Kramer Levin Naftalis & Frankel LLP
Industry Legal Services
Experience
Kramer Levin Naftalis & Frankel LLP August 2009 - Present
JPMorgan 2008 - 2009
Bear Stearns 2007 - 2009
Skadden Arps 1999 - 2007
NatWest Markets 1997 - 1999
Securities Industry Assoc. 1991 - 1997
Skills
Microsoft Excel, Litigation, Accounting, Legal Research, Microsoft Office, Business Analysis, Policy, Risk Management
Education
Fordham University 1991 — 1996
BA, History
Kramer Levin Naftalis & Frankel LLP August 2009 - Present
JPMorgan 2008 - 2009
Bear Stearns 2007 - 2009
Skadden Arps 1999 - 2007
NatWest Markets 1997 - 1999
Securities Industry Assoc. 1991 - 1997
Skills
Microsoft Excel, Litigation, Accounting, Legal Research, Microsoft Office, Business Analysis, Policy, Risk Management
Education
Fordham University 1991 — 1996
BA, History
Arthur Rosenberg's NatWest Markets Experience 1996 - 2000
Job Senior Vice President at The Clearing House
Industry Banking
Experience
The Clearing House September 2000 - Present
NatWest Markets 1996 - 2000
Salomon Brothers 1979 - 1996
Skills
Disaster Recovery, IT Strategy, Business Continuity, Risk Management, Payments, Vendor Management, Financial Services, Business Analysis, Integration, Governance, Banking, SDLC, Enterprise Risk..., Executive Management, Operational Risk, Program Management, Enterprise Architecture, IT Management
Education
Queens College 1973 — 1983
BS, Computer Science, Economics
The Clearing House September 2000 - Present
NatWest Markets 1996 - 2000
Salomon Brothers 1979 - 1996
Skills
Disaster Recovery, IT Strategy, Business Continuity, Risk Management, Payments, Vendor Management, Financial Services, Business Analysis, Integration, Governance, Banking, SDLC, Enterprise Risk..., Executive Management, Operational Risk, Program Management, Enterprise Architecture, IT Management
Education
Queens College 1973 — 1983
BS, Computer Science, Economics
Michael Carron's NatWest Markets Experience 1997 - 1999
Job Partner at The TLM Group LLC
Industry Construction
Experience
The TLM Group LLC Owner Representation - Project Management 1999 - Present
NY Metro 7x24 Exchange February 2010 - Present
NatWest Markets 1997 - 1999
American International Group 1994 - 1996
General Contractor July 1991 - October 1994
Coopers & Lybrand December 1989 - July 1991
O'Brien Kreitzberg and Associates June 1985 - December 1989
Skills
Program Management, Construction Management, Data Center, Facilities Management, Construction, LEED, Project Management, Value Engineering, Infrastructure, Management, Contract Management, Project Planning, Budgets, Contract Negotiation, Pre-construction, Process Scheduler, HVAC, LEED AP, Green Building
Education
Manhattan College 1981 — 1985
Bachelors, Mechanical Engineering
Xaverian HS 1977 — 1981
The TLM Group LLC Owner Representation - Project Management 1999 - Present
NY Metro 7x24 Exchange February 2010 - Present
NatWest Markets 1997 - 1999
American International Group 1994 - 1996
General Contractor July 1991 - October 1994
Coopers & Lybrand December 1989 - July 1991
O'Brien Kreitzberg and Associates June 1985 - December 1989
Skills
Program Management, Construction Management, Data Center, Facilities Management, Construction, LEED, Project Management, Value Engineering, Infrastructure, Management, Contract Management, Project Planning, Budgets, Contract Negotiation, Pre-construction, Process Scheduler, HVAC, LEED AP, Green Building
Education
Manhattan College 1981 — 1985
Bachelors, Mechanical Engineering
Xaverian HS 1977 — 1981
David Clifford's NatWest Markets Experience 1996 - 1999
Job Risk Advisory KPMG
Industry Financial Services
Experience
KPMG February 2015 - Present
TD Ameritrade August 2009 - January 2015
Cantor Fitzgerald August 2008 - February 2009
Dresdner Bank AG February 2005 - January 2008
Dresdner Bank AG February 2005 - August 2006
WestLB 2003 - 2005
Datek Online 2000 - 2003
NatWest Markets 1996 - 1999
Skills
Capital Markets, Fixed Income, Compliance, Risk Management, Fixed Income Trading, Portfolio Management, Asset Management, Financial Risk, AML, Securities, Operational Risk, Management, Series 7, Investments, Accounting, KYC, Financial Services, Mutual Funds, Options, Derivatives, Equities, Hedge Funds, Alternative Investments, Series 63, Trading, Credit Risk, Trading Systems, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
KPMG February 2015 - Present
TD Ameritrade August 2009 - January 2015
Cantor Fitzgerald August 2008 - February 2009
Dresdner Bank AG February 2005 - January 2008
Dresdner Bank AG February 2005 - August 2006
WestLB 2003 - 2005
Datek Online 2000 - 2003
NatWest Markets 1996 - 1999
Skills
Capital Markets, Fixed Income, Compliance, Risk Management, Fixed Income Trading, Portfolio Management, Asset Management, Financial Risk, AML, Securities, Operational Risk, Management, Series 7, Investments, Accounting, KYC, Financial Services, Mutual Funds, Options, Derivatives, Equities, Hedge Funds, Alternative Investments, Series 63, Trading, Credit Risk, Trading Systems, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Anthony Bottan's NatWest Markets Experience 1994 - 1998
Job SVP & Senior Control Officer at Citi
Industry Banking
Experience
Citi July 2012 - Present
Rabobank January 2002 - June 2012
Rabobank July 1998 - January 2002
NatWest Markets 1994 - 1998
Westpac 1988 - 1994
Bankers Trust 1986 - 1988
Banco do Commercio e Industria de Sao Paulo S.A 1982 - 1986
Skills
Risk, Accounting, Reconciliation, Internal Controls, Banking, Financial Risk, Account Reconciliation, Internal Audit, Financial Reporting, Fixed Income, Financial Audits, Enterprise Risk..., Financial Services, Finance, Analysis, Management, Process Improvement, Financial Accounting, Operational Risk, Operational Risk..., Cash Management
Education
Pace University - Lubin School of Business 1975 — 1980
MBA, Accounting
Citi July 2012 - Present
Rabobank January 2002 - June 2012
Rabobank July 1998 - January 2002
NatWest Markets 1994 - 1998
Westpac 1988 - 1994
Bankers Trust 1986 - 1988
Banco do Commercio e Industria de Sao Paulo S.A 1982 - 1986
Skills
Risk, Accounting, Reconciliation, Internal Controls, Banking, Financial Risk, Account Reconciliation, Internal Audit, Financial Reporting, Fixed Income, Financial Audits, Enterprise Risk..., Financial Services, Finance, Analysis, Management, Process Improvement, Financial Accounting, Operational Risk, Operational Risk..., Cash Management
Education
Pace University - Lubin School of Business 1975 — 1980
MBA, Accounting
Jerry Anthony Sr's NatWest Markets Experience November 1995 - April 1998
Job Project Manager
Industry Real Estate
Experience
Jones Lang LaSalle January 2014 - Present
Johnson Controls September 2010 - August 2013
CSC 2004 - 2013
Johnson Controls July 2004 - June 2010
The American Public Health March 1999 - July 2004
Vance International March 1999 - July 1999
NatWest Markets November 1995 - April 1998
Emi Music/Capitol /Blue Note Records July 1995 - November 1995
MetLife August 1991 - July 1992
Smith Barney May 1989 - February 1991
Skills
Microsoft Office, Change Management, Kaizen, Contract Negotiation, Management, Strategic Planning, Leadership, Building Automation, Cross-functional Team..., Customer Service, Budgets, Operations Management, Advertising, Building Management..., HVAC, Microsoft Excel, Program Management, Business Development, Lean Manufacturing, Six Sigma, Facilities Management, Energy Conservation
Education
Apex Technical School
New York University
Queens College
Scotland Neck High
Technical Career Institutes
Jones Lang LaSalle January 2014 - Present
Johnson Controls September 2010 - August 2013
CSC 2004 - 2013
Johnson Controls July 2004 - June 2010
The American Public Health March 1999 - July 2004
Vance International March 1999 - July 1999
NatWest Markets November 1995 - April 1998
Emi Music/Capitol /Blue Note Records July 1995 - November 1995
MetLife August 1991 - July 1992
Smith Barney May 1989 - February 1991
Skills
Microsoft Office, Change Management, Kaizen, Contract Negotiation, Management, Strategic Planning, Leadership, Building Automation, Cross-functional Team..., Customer Service, Budgets, Operations Management, Advertising, Building Management..., HVAC, Microsoft Excel, Program Management, Business Development, Lean Manufacturing, Six Sigma, Facilities Management, Energy Conservation
Education
Apex Technical School
New York University
Queens College
Scotland Neck High
Technical Career Institutes
Crystal DiDomenico's NatWest Markets Experience 1995 - 1996
Job @properties
Industry Real Estate
Experience
@properties September 2014 - Present
Berkshire Hathaway Home Services Visions Realty February 2014 - Present
Tandem Development Group May 2012 - Present
LaSalle Bank 1999 - 2002
GE Capital 1996 - 1999
NatWest Markets 1995 - 1996
Duff & Phelps 1994 - 1995
Skills
credit analysis, commercial real estate..., banking, risk management, Real Estate License, Corporate debt analysis
Education
William Fremd HIgh School 1992 — 1994
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Finance
@properties September 2014 - Present
Berkshire Hathaway Home Services Visions Realty February 2014 - Present
Tandem Development Group May 2012 - Present
LaSalle Bank 1999 - 2002
GE Capital 1996 - 1999
NatWest Markets 1995 - 1996
Duff & Phelps 1994 - 1995
Skills
credit analysis, commercial real estate..., banking, risk management, Real Estate License, Corporate debt analysis
Education
William Fremd HIgh School 1992 — 1994
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science, Finance
edward goon's NatWest Markets Experience June 1994 - June 1996
Job senior unix engineer
Industry Information Technology and Services
Experience
Bank of America May 2013 - Present
Riverbed technology October 2012 - December 2012
AT&T Bell Labs May 2010 - September 2012
New York Life June 2000 - October 2009
UBS June 1998 - June 2000
credit agricole indosuez 1996 - 1998
Natwest Markets June 1994 - June 1996
ATT Bell Labs June 1986 - June 1994
Skills
Networking, Cloud Computing, Disaster Recovery, Data Center, Unix, Virtualization, Solaris, Enterprise Software, Enterprise Architecture, Security, Vendor Management, Perl, Linux, Servers, Cluster, Red Hat Linux, Apache, VMware ESX, Storage Area Networks, Veritas Cluster Server, RedHat, Veritas Volume Manager, Integration, Oracle, Netbackup, NetBackup, SAN
Education
Chicago, University of Chicago
Masters
Columbia University
Engineering
SUNY Stony Brook
Bachelor of Arts (BA)
Bank of America May 2013 - Present
Riverbed technology October 2012 - December 2012
AT&T Bell Labs May 2010 - September 2012
New York Life June 2000 - October 2009
UBS June 1998 - June 2000
credit agricole indosuez 1996 - 1998
Natwest Markets June 1994 - June 1996
ATT Bell Labs June 1986 - June 1994
Skills
Networking, Cloud Computing, Disaster Recovery, Data Center, Unix, Virtualization, Solaris, Enterprise Software, Enterprise Architecture, Security, Vendor Management, Perl, Linux, Servers, Cluster, Red Hat Linux, Apache, VMware ESX, Storage Area Networks, Veritas Cluster Server, RedHat, Veritas Volume Manager, Integration, Oracle, Netbackup, NetBackup, SAN
Education
Chicago, University of Chicago
Masters
Columbia University
Engineering
SUNY Stony Brook
Bachelor of Arts (BA)
Gerry Scanlon's NatWest Markets Experience December 1993 - March 1995
Job managing partner at little acorn developments llc
Industry Real Estate
Experience
Little Acorn Developments LLC January 2009 - Present
Sovereign Group Partners LLP 2001 - 2006
HSBC Securities April 1995 - May 1999
NatWest Markets December 1993 - March 1995
NatWest Markets September 1989 - December 1993
Skills
Investment Properties, Investors, Real Estate, REO, Foreclosures, Short Sales, Sellers, Real Property, Residential Homes, Condos, Single Family Homes, Real Estate Transactions, First Time Home Buyers, Luxury, Rentals, Income Properties, New Home Sales, Commercial Real Estate, Real Estate Development, Investments
Education
University of Leeds 1986 — 1989
BA, International History & Politics
university college school, hampstead 1979 — 1984
Bachelor of Arts (B.A.), International History & Politics
Little Acorn Developments LLC January 2009 - Present
Sovereign Group Partners LLP 2001 - 2006
HSBC Securities April 1995 - May 1999
NatWest Markets December 1993 - March 1995
NatWest Markets September 1989 - December 1993
Skills
Investment Properties, Investors, Real Estate, REO, Foreclosures, Short Sales, Sellers, Real Property, Residential Homes, Condos, Single Family Homes, Real Estate Transactions, First Time Home Buyers, Luxury, Rentals, Income Properties, New Home Sales, Commercial Real Estate, Real Estate Development, Investments
Education
University of Leeds 1986 — 1989
BA, International History & Politics
university college school, hampstead 1979 — 1984
Bachelor of Arts (B.A.), International History & Politics
Katherine Cope's NatWest Markets Experience September 1996 - April 1998
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
AT Kearney September 2003 - February 2005
Towers Perrin 2000 - 2000
NatWest Markets September 1996 - April 1998
Merrill Lynch June 1994 - September 1996
Salomon Brothers July 1990 - May 1994
Skills
Strategic Planning, Business Development..., Finance, Accounting, Corporate Budgeting, Fundraising, Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
Masters of Business Administration (MBA), Consulting, Finance, Marketing, and Brand Management
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.) in Economics, Concentrations in Finance and Accounting
AT Kearney September 2003 - February 2005
Towers Perrin 2000 - 2000
NatWest Markets September 1996 - April 1998
Merrill Lynch June 1994 - September 1996
Salomon Brothers July 1990 - May 1994
Skills
Strategic Planning, Business Development..., Finance, Accounting, Corporate Budgeting, Fundraising, Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
Masters of Business Administration (MBA), Consulting, Finance, Marketing, and Brand Management
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.) in Economics, Concentrations in Finance and Accounting
Steve Auyeung's NatWest Markets Experience 1995 - 1997
Job Director at Societe Generale
Industry Investment Banking
Experience
Deutsche Bank 2014 - Present
Societe Generale 1998 - 2013
Deutsche Bank 1997 - 1998
NatWest Markets 1995 - 1997
Credit Suisse 1994 - 1995
Lehman Brothers 1992 - 1994
KPMG 1987 - 1992
Education
Business
BBA, Accountancy
Rutgers Graduate Business School
Deutsche Bank 2014 - Present
Societe Generale 1998 - 2013
Deutsche Bank 1997 - 1998
NatWest Markets 1995 - 1997
Credit Suisse 1994 - 1995
Lehman Brothers 1992 - 1994
KPMG 1987 - 1992
Education
Business
BBA, Accountancy
Rutgers Graduate Business School
Scott Borzner's NatWest Markets Experience October 1992 - December 1997
Job Senior Project Manager with Morgan Stanley Lab Services
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
JPMorgan Chase May 2013 - November 2013
CSC 2009 - 2012
EDS, an HP company 1997 - 2009
NatWest Markets October 1992 - December 1997
DTCC September 1982 - October 1992
Penske Truck Leasing October 1981 - October 1983
Skills
IT Outsourcing, SDLC, Cloud Computing, Outsourcing, Integration, Process Improvement
Education
Ohio Wesleyan University 1977 — 1981
BA, Accounting, Economic
Morgan Stanley Wealth Management April 2014 - Present
JPMorgan Chase May 2013 - November 2013
CSC 2009 - 2012
EDS, an HP company 1997 - 2009
NatWest Markets October 1992 - December 1997
DTCC September 1982 - October 1992
Penske Truck Leasing October 1981 - October 1983
Skills
IT Outsourcing, SDLC, Cloud Computing, Outsourcing, Integration, Process Improvement
Education
Ohio Wesleyan University 1977 — 1981
BA, Accounting, Economic
Tony Bainbridge's NatWest Markets Experience October 1994 - September 1996
Job Audit Director at SunTrust
Industry Investment Banking
Experience
SunTrust September 2014 - Present
Morgan Stanley 2011 - September 2014
Deutsche Bank November 2006 - August 2011
Barclays Investment Bank January 2000 - November 2006
Barclays Investment Bank October 1997 - January 2000
West Merchant Bank (WestLB) September 1996 - October 1997
NatWest Markets October 1994 - September 1996
KPMG UK August 1990 - September 1994
BP Research Centre August 1988 - August 1989
Skills
Operational Risk..., Capital Markets, Internal Audit, Investment Banking, Financial Risk, Enterprise Risk..., Auditing, Internal Controls, Market Risk, Fixed Income, New Product Approvals, Operations, Investigations
Education
University of Bath 1986 — 1990
Chemistry
SunTrust September 2014 - Present
Morgan Stanley 2011 - September 2014
Deutsche Bank November 2006 - August 2011
Barclays Investment Bank January 2000 - November 2006
Barclays Investment Bank October 1997 - January 2000
West Merchant Bank (WestLB) September 1996 - October 1997
NatWest Markets October 1994 - September 1996
KPMG UK August 1990 - September 1994
BP Research Centre August 1988 - August 1989
Skills
Operational Risk..., Capital Markets, Internal Audit, Investment Banking, Financial Risk, Enterprise Risk..., Auditing, Internal Controls, Market Risk, Fixed Income, New Product Approvals, Operations, Investigations
Education
University of Bath 1986 — 1990
Chemistry
Douglas K Garrity's NatWest Markets Experience March 1997 - June 2000
Job Director at RIMES Technologies
Industry Information Technology and Services
Experience
RIMES Technologies June 2001 - Present
RBS Captial Markets June 2000 - June 2001
NatWest Markets March 1997 - June 2000
Education
Columbia University in the City of New York 1981 — 1986
Ph.D., Chemical Physics
Michigan State University 1977 — 1981
BS, Chemistry
RIMES Technologies June 2001 - Present
RBS Captial Markets June 2000 - June 2001
NatWest Markets March 1997 - June 2000
Education
Columbia University in the City of New York 1981 — 1986
Ph.D., Chemical Physics
Michigan State University 1977 — 1981
BS, Chemistry
Alix Korpan's NatWest Markets Experience September 1996 - January 1998
Job Wall Street veteran / Columbia MBA looking to reenter work force after 3 year sabbatical
Industry Investment Banking
Experience
various organizations Credit Sales, Associate DirectorBarclays Capital2003 - 2009
Bank of America February 1998 - July 2001
NatWest Markets September 1996 - January 1998
Skills
Strategy, Sales, Investment Banking, Capital Markets, Mergers & Acquisitions, Fixed Income, Portfolio Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Lehigh University 1992 — 1996
BA, International Affairs, Finance
various organizations Credit Sales, Associate DirectorBarclays Capital2003 - 2009
Bank of America February 1998 - July 2001
NatWest Markets September 1996 - January 1998
Skills
Strategy, Sales, Investment Banking, Capital Markets, Mergers & Acquisitions, Fixed Income, Portfolio Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Lehigh University 1992 — 1996
BA, International Affairs, Finance
Michael Bolte's NatWest Markets Experience 1995 - 1998
Job Power and Utilities Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital 2012 - Present
Wells Fargo Securities 2009 - 2012
Wells Fargo Securities 2006 - 2009
Entergy 2004 - 2006
Entergy 2002 - 2004
Entergy 2000 - 2002
California Public Utilities Commission June 1999 - August 1999
NatWest Markets 1995 - 1998
Skills
Equity Research, Financial Analysis, Financial Modeling, Investor Relations, Strategic Financial..., Utilities, Power, Series 7, Series 63, Series 86, Series 87, Bloomberg, ThomsonOne, SNL, PowerPoint
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
Duke University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Garden City High School
Surveyor Capital 2012 - Present
Wells Fargo Securities 2009 - 2012
Wells Fargo Securities 2006 - 2009
Entergy 2004 - 2006
Entergy 2002 - 2004
Entergy 2000 - 2002
California Public Utilities Commission June 1999 - August 1999
NatWest Markets 1995 - 1998
Skills
Equity Research, Financial Analysis, Financial Modeling, Investor Relations, Strategic Financial..., Utilities, Power, Series 7, Series 63, Series 86, Series 87, Bloomberg, ThomsonOne, SNL, PowerPoint
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
Duke University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Garden City High School
Jill Rathjen's NatWest Markets Experience April 1997 - February 1998
Job On leave as a Trader at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities April 1997 - Present
NatWest Markets April 1997 - February 1998
Morgan Stanley February 1987 - April 1997
Education
St. Francis College 1989 — 1992
Bachelor of Science (BS), Business Management/Finance
Deutsche Bank Securities April 1997 - Present
NatWest Markets April 1997 - February 1998
Morgan Stanley February 1987 - April 1997
Education
St. Francis College 1989 — 1992
Bachelor of Science (BS), Business Management/Finance
Thomas Brickley's NatWest Markets Experience June 1995 - March 1998
Job Managing Director at Bank of Montreal
Industry Capital Markets
Experience
Bank of Montreal April 2012 - Present
RBC May 2009 - February 2012
CIBC World Markets March 1998 - November 2008
NatWest Markets June 1995 - March 1998
Bankers Trust Company September 1993 - May 1995
Skills
Structured Products, Equity Derivatives, Derivatives, Fixed Income, Trading, Risk Management, Credit Risk, Financial Modeling, Finance, Middle Office, Financial Markets
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance, General
Bank of Montreal April 2012 - Present
RBC May 2009 - February 2012
CIBC World Markets March 1998 - November 2008
NatWest Markets June 1995 - March 1998
Bankers Trust Company September 1993 - May 1995
Skills
Structured Products, Equity Derivatives, Derivatives, Fixed Income, Trading, Risk Management, Credit Risk, Financial Modeling, Finance, Middle Office, Financial Markets
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance, General
David Sackey's NatWest Markets Experience 1995 - 1996
Job Actuarial Consultant
Industry Insurance
Experience
Aon Risk Solutions July 2001 - November 2014
Allmerica Financial June 2000 - July 2001
Deloitte & Touche January 1999 - June 2000
Century Life PLC September 1997 - November 1998
NatWest Markets 1995 - 1996
Skills
Insurance, Risk Management, General Insurance, Financial Risk, Reinsurance, Life Insurance, Employee Benefits, Actuarial Science, Liability, Underwriting, Claim, Professional Liability
Education
City University London 1996 — 1997
Master's Degree, Actuarial Science and Statistics
University of London 1992 — 1996
Bachelor's Degree, Mathematics and Statistics
Aon Risk Solutions July 2001 - November 2014
Allmerica Financial June 2000 - July 2001
Deloitte & Touche January 1999 - June 2000
Century Life PLC September 1997 - November 1998
NatWest Markets 1995 - 1996
Skills
Insurance, Risk Management, General Insurance, Financial Risk, Reinsurance, Life Insurance, Employee Benefits, Actuarial Science, Liability, Underwriting, Claim, Professional Liability
Education
City University London 1996 — 1997
Master's Degree, Actuarial Science and Statistics
University of London 1992 — 1996
Bachelor's Degree, Mathematics and Statistics
Thomas Murray's NatWest Markets Experience January 1992 - June 1993
Job Apollo Global Management
Industry Financial Services
Experience
Apollo Global Management LLC September 2014 - Present
Austin Partners, LLC January 2013 - August 2014
WestLB AG November 2002 - September 2012
Credit Suisse First Boston August 1998 - November 2002
GE Capital January 1998 - August 1998
Banque Paribas June 1993 - January 1998
NatWest Markets January 1992 - June 1993
Skills
Investment Banking, Business Strategy, Management, Portfolio Management, Risk Management, Capital Markets, Financial Advisory, Project Finance, Project Development, Cross-border..., Energy, Equity Capital Markets, Infrastructure, Oil, Renewable Energy, Structured Finance, Syndications, Team Leadership, Financial Structuring
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
University of Washington 1987 — 1989
Bachelor of Arts (BA), Finance, General
Apollo Global Management LLC September 2014 - Present
Austin Partners, LLC January 2013 - August 2014
WestLB AG November 2002 - September 2012
Credit Suisse First Boston August 1998 - November 2002
GE Capital January 1998 - August 1998
Banque Paribas June 1993 - January 1998
NatWest Markets January 1992 - June 1993
Skills
Investment Banking, Business Strategy, Management, Portfolio Management, Risk Management, Capital Markets, Financial Advisory, Project Finance, Project Development, Cross-border..., Energy, Equity Capital Markets, Infrastructure, Oil, Renewable Energy, Structured Finance, Syndications, Team Leadership, Financial Structuring
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
University of Washington 1987 — 1989
Bachelor of Arts (BA), Finance, General
Jeff Schumacher's NatWest Markets Experience November 1989 - February 1995
Job Managing Director at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital April 2005 - Present
Royal Bank of Scotland September 2002 - April 2005
RBC December 2001 - September 2002
Heller Financial March 1999 - December 2001
TD April 1998 - March 1999
Heller Financial November 1995 - April 1998
NatWest Markets November 1989 - February 1995
Skills
Private Equity, LBO, Valuation, Mergers & Acquisitions, Due Diligence, Mezzanine, Leveraged Finance, Investment Banking, Corporate Finance, Buyouts, Syndications
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hofstra University
Bachelor's Degree, Finance and Banking
American Capital April 2005 - Present
Royal Bank of Scotland September 2002 - April 2005
RBC December 2001 - September 2002
Heller Financial March 1999 - December 2001
TD April 1998 - March 1999
Heller Financial November 1995 - April 1998
NatWest Markets November 1989 - February 1995
Skills
Private Equity, LBO, Valuation, Mergers & Acquisitions, Due Diligence, Mezzanine, Leveraged Finance, Investment Banking, Corporate Finance, Buyouts, Syndications
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hofstra University
Bachelor's Degree, Finance and Banking
Saleisha Hosein's NatWest Markets Experience November 1995 - November 1997
Job V.P. Financial Planning & Analysis at RBS Markets and International Banking
Industry Investment Banking
Experience
RBS Markets and International Banking November 2005 - September 2013
RBS Markets and International Banking November 1997 - November 2005
NatWest Markets November 1995 - November 1997
Westpac July 1989 - September 1995
Westpac May 1985 - July 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Oracle, Khalix, Essbase
Education
City University of New York-Baruch College 1983 — 1988
Bachelor of Business Administration (BBA), Marketing
RBS Markets and International Banking November 2005 - September 2013
RBS Markets and International Banking November 1997 - November 2005
NatWest Markets November 1995 - November 1997
Westpac July 1989 - September 1995
Westpac May 1985 - July 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Oracle, Khalix, Essbase
Education
City University of New York-Baruch College 1983 — 1988
Bachelor of Business Administration (BBA), Marketing
Marcella Lee CISA, CIA, CRISC's NatWest Markets Experience October 1993 - August 1995
Job Senior Manager Information Technology Compliance & Control at Financial Services
Industry Financial Services
Experience
Financial Services April 2014 - Present
JP MORGAN CHASE July 2011 - April 2014
RBS November 2007 - July 2011
Citigroup January 2000 - December 2006
Avon January 1996 - February 1998
Natwest Markets October 1993 - August 1995
Manufacturers Hanover Trust May 1988 - October 1993
American Express/Lehman Brothers May 1988 - October 1993
Skills
Information Security, Leadership, Application Risk..., Risk Control and Self..., Data Privacy, Vendor Management, System Development Life..., Change Management, Project Management, Policy Analysis, Data Analysis, Regulatory Compliance, SDLC, Program Management, Risk Management, Analysis, Process Improvement, Sarbanes-Oxley Act
Education
St. Francis College
Bachelor of Science (BS), Accounting, 3.5
Financial Services April 2014 - Present
JP MORGAN CHASE July 2011 - April 2014
RBS November 2007 - July 2011
Citigroup January 2000 - December 2006
Avon January 1996 - February 1998
Natwest Markets October 1993 - August 1995
Manufacturers Hanover Trust May 1988 - October 1993
American Express/Lehman Brothers May 1988 - October 1993
Skills
Information Security, Leadership, Application Risk..., Risk Control and Self..., Data Privacy, Vendor Management, System Development Life..., Change Management, Project Management, Policy Analysis, Data Analysis, Regulatory Compliance, SDLC, Program Management, Risk Management, Analysis, Process Improvement, Sarbanes-Oxley Act
Education
St. Francis College
Bachelor of Science (BS), Accounting, 3.5
Hollis (Holly) McLellan-Unruh's NatWest Markets Experience 1992 - 1997
Job intern at UCSF
Industry Research
Experience
UCSF 2014 - Present
California Family Health Council 2011 - 2013
California Family Health Council 2010 - 2011
Hasbro Children's Hospital 2008 - 2010
Fulcrum Global Partners 2002 - 2005
Gerard Klauer Mattison & Co 1998 - 2002
NatWest Markets 1992 - 1997
NatWest Markets 1992 - 1997
NatWest Markets 1992 - 1997
Skills
Research, Data Collection, Public Health, Microsoft Office, Management
Education
Boston University 2009 — 2015
Master's Degree, Masters of Public health - Environmental Science
University of California, Berkeley 2014 — 2014
Public Health - toxicology and occupational epidemiology
City University of New York-Hunter College 2005 — 2008
Bachelor's Degree, Premedical Post Baccalaureate
Tulane University 1980 — 1984
Bachelor's Degree, Anthropology
Agnes Irwin School
Agnes Irwin School
UCSF 2014 - Present
California Family Health Council 2011 - 2013
California Family Health Council 2010 - 2011
Hasbro Children's Hospital 2008 - 2010
Fulcrum Global Partners 2002 - 2005
Gerard Klauer Mattison & Co 1998 - 2002
NatWest Markets 1992 - 1997
NatWest Markets 1992 - 1997
NatWest Markets 1992 - 1997
Skills
Research, Data Collection, Public Health, Microsoft Office, Management
Education
Boston University 2009 — 2015
Master's Degree, Masters of Public health - Environmental Science
University of California, Berkeley 2014 — 2014
Public Health - toxicology and occupational epidemiology
City University of New York-Hunter College 2005 — 2008
Bachelor's Degree, Premedical Post Baccalaureate
Tulane University 1980 — 1984
Bachelor's Degree, Anthropology
Agnes Irwin School
Agnes Irwin School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS