RBS Global Banking & Markets
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RBS Global Banking & Markets Employees
Electronic Arts (EA) March 2015 - Present
Electronic Arts (EA) September 2013 - Present
RBS Global Banking & Markets July 2011 - August 2013
Wadia Associates May 2010 - July 2010
RBS Greenwich Capital June 2008 - August 2008
Skills
Microsoft Excel, Financial Modeling, Market Research, PowerPoint, Microsoft Office
Education
Brown University 2007 — 2011
BA, Architectural Studies
Wilton High School 2003 — 2007
IBM October 2012 - February 2015
Ingenia Small Business Consulting November 2011 - October 2012
Italia Furniture January 2007 - March 2012
RBS Global Banking & Markets June 2011 - October 2011
Maine Center for Economic Policy June 2009 - August 2009
Skills
Analysis, Data Analysis, Valuation, Research, Economics, Strategic Planning, Marketing Strategy, Sales, Business Strategy, Marketing, Oracle SQL Developer, Hyperion Planning, Hyperion EPM, Oracle PL/SQL..., Microsoft Office, PowerPoint, Project Management, Cross Functional Team..., New Business Development, Building New Business, Hyperion Enterprise, Oracle Enterprise..., Essbase, Relational Databases, Business Analysis, Requirements Analysis, Functional Design, Agile Methodologies, Requirements Gathering, SQL, ITIL Process, SaaS, Sales Operations, Retail, Product Development
Education
Bowdoin College 2007 — 2011
BA, Economics, History
The Lovett School 2002 — 2006
Mizuho Bank April 2015 - Present
RBS Markets and International Banking August 2014 - April 2015
RBS Markets & International Banking April 2013 - August 2014
RBS Markets & International Banking September 2011 - April 2013
MindStream Analytics June 2011 - September 2011
Dickinson College Recreational Sports September 2008 - 2011
Dickinson College 2007 - 2011
RBS Global Banking & Markets June 2010 - August 2010
Dickinson College August 2009 - September 2009
Dr. Baum Orthodontics June 2004 - August 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Financial Analysis, Editing, Project Management, Visio, Financial Reporting, Mac, Marketing, Analysis, Management, Microsoft Word, Research
Education
Dickinson College 2007 — 2011
BA, English / International Business & Management
Institut de Gestion Sociale 2010 — 2010
Business
Newtown High School
SunGard November 2013 - Present
Capgemini August 2011 - November 2013
RBS Global Banking & Markets April 2011 - August 2011
Rockit Solutions, LLC (A Rockefeller Financial Company) May 2008 - April 2011
Seaward Management February 2008 - May 2008
State Street (formerly Investors Bank & Trust) July 2004 - February 2008
Skills
Business Analysis, Financial Services, Business Process..., Wealth Management, Financial Reporting, Consulting, Business Requirements, SDLC, VBA, Access, Client Services, SQL, Private Equity
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Bryant University
BS, Business Administration
EY November 2014 - Present
RBS Global Banking & Markets October 2008 - 2014
RBS Greenwich Capital 1996 - 2008
Deloitte 1991 - 1996
Salomon Brothers 1993 - 1993
Merrill Lynch 1990 - 1991
Grumman Aerospace 1985 - 1990
Skills
Fixed Income, Capital Markets, Structured Finance, Derivatives, Finance, Securitization, Investment Banking, Equities, Financial Modeling, Residential Mortgages, Financial Structuring, MBS, ABS, Valuation, Trading, Structured Products, Real Estate, Trading Systems, NPL Securitization, Intex, Intex Desktop, Microsoft Excel, Bloomberg, Series 7, Series 63, Sports Coaching, Bonds, Securities, Loans, Financial Markets, Credit Derivatives
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Polytechnic University
Master of Science (M.S.), Operations Management
Bucknell University 1981 — 1985
Bachelor of Science (B.S.), Electrical Engineering
Ward Melville High School 1978 — 1981
Dover Madison Capital Management October 2012 - Present
MTN CAPITAL PARTNERS LLC January 2013 - Present
Museum of the Moving Image March 2000 - Present
Cornell University October 2012 - Present
Cornell University January 2008 - Present
Duff & Phelps January 2011 - March 2012
RBS Global Banking & Markets October 2007 - May 2010
ABN AMRO April 2001 - October 2007
ING Barings 1999 - 2001
Wertheim Schroder January 1989 - December 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Capital Markets, Mergers, Financial Structuring, Due Diligence, Venture Capital, Valuation, Equities, Restructuring, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 1981 — 1982
MBA, Finance
Cornell University 1980 — 1981
M. Engineering, Operations Research
Cornell University 1976 — 1980
BS, Operations Research & Industrial Engineering
Zions Bancorporation April 2014 - Present
AT & T November 2013 - March 2014
RBS Global Banking & Markets July 2010 - November 2013
Upani Consultants, Ltd. September 2008 - December 2010
Vertex Pharmaceuticals March 2010 - July 2010
Staples April 2009 - March 2010
Technoblue January 2003 - September 2008
Skills
VMware, Storage - EMC, HP,..., Enterprise Server -..., Citrix, VMware Infrastructure, Enterprise Architecture, Cloud Computing, Servers, HP, Virtualization, Disaster Recovery, NetApp, Hyper-V, VDI, VMware ESX, System Administration, CCNA, Network Architecture, Architecture, Enterprise Software, vSphere, Information Security, Data Center, Architectures, VMware vSphere
Education
Amritha Institute of Computer Technology 1995 — 1996
Post Graduate Diploma, Computer Applications
Kerala University 1990 — 1995
BS, Mathematics
Bharathiar University
Master of Computer Applications (MCA)
GATE CONSULTING GROUP, LLC April 2014 - Present
L'Oréal 2014 - 2015
L'Oréal 2014 - 2015
Comcast Cable February 2012 - April 2014
RBS Global Banking & Markets August 2011 - February 2012
KPMG June 2010 - April 2011
Paul Weiss Rifkin Wharton Garrison, LLP September 2007 - June 2010
CIBC Oppenheimer February 1999 - November 2006
Brown Brothers Harriman and Co April 1998 - February 1999
Prudential Securities May 1995 - April 1998
Skills
PMP, PMO, Program Management, Project Portfolio..., Software Project..., IT Strategy, Project Management, Process Improvement, Dodd Frank Act Program..., Process Development, Certified Scrum Master..., Process Engineering, EPM, Consulting
Education
University of Phoenix 2004 — 2006
Master of Business Administration, Technology Management
Briarcliffe College 1993 — 1994
SA, Computer Programming
University of Istanbul 1983 — 1987
Bachelor of Art, Eastern Languages and Literatures
ING Investment Management March 2012 - Present
RBS Global Banking & Markets May 2009 - March 2012
Swedbank Markets 2008 - 2009
Skills
Credit Trading, ABS, Credit Derivatives, Interest Rate..., High Yield, Emerging Markets, Private Placements, Financial Markets, Watches, Fantasy Football, Electronic Trading, FX Derivatives, CDS, Bloomberg, Asset Management
Education
Vrije Universiteit Amsterdam 2005 — 2006
KTH Royal Institute of Technology 2001 — 2006
Södertörns högskola / Södertörn University 2001 — 2006
RBS Global Banking & Markets May 2010 - Present
Bank of America February 2007 - July 2009
HDFC Bank March 2006 - February 2007
IBM Daksh 2003 - 2006
Skills
Management, Fixed Income, Risk Management, Banking, Investment Banking, Capital Markets, Leadership, Change Management, Vendor Management, Process Improvement, Equities, Financial Analysis, Financial Risk, Business Analysis, Outsourcing, Service Delivery, SDLC, Strategy, Portfolio Management, PMO
Education
Chhatrapati Shahu Ji Maharaj University
MA, Economics
Axiom International Investors April 2015 - Present
Axiom International Investors April 2014 - April 2015
GE Capital July 2013 - April 2014
Pennsylvania Small Business Development Centers September 2009 - May 2013
GE Capital June 2012 - August 2012
RBS Global Banking & Markets February 2012 - June 2012
Institute for Leadership in Technology and Management June 2011 - July 2011
Bucknell University January 2011 - May 2011
Societe Generale January 2011 - January 2011
Motorola Solutions June 2010 - August 2010
Skills
Economics, Microsoft Excel, PowerPoint, Financial Statement..., Risk Management, Management, Leadership, Accounting, Portfolio Management, Business Planning
Education
Bucknell University 2009 — 2013
Bachelor of Arts, Economics
RBS Global Banking & Markets July 2003 - Present
RBS Global Banking & Markets 2003 - May 2009
The Bank of New York 1999 - 2003
FirstCity Capital 1997 - 1999
Nomura Securities 1996 - 1997
ABN AMRO Bank N.V. 1993 - 1996
Security Pacific Bank 1989 - 1993
Kidder Peabody 1986 - 1989
Salomon Brothers 1982 - 1986
Skills
Problem Solving, Change Management, Sales Management, Loans, Leadership, Capital Markets, Structured Finance, Credit, Fixed Income, Mortgage Lending, Risk Management, AML, Bonds, Credit Risk, Derivatives, Banking, Equities, Investment Banking, Securities, Portfolio Management
Education
Baruch College 1980 — 1982
Finance
John Jay College of Criminal Justice 1979 — 1980
St Joseph's Seminary
HSBC Global Banking and Markets November 2014 - Present
Thomson Reuters June 2014 - August 2014
RBS Global Banking & Markets September 2011 - June 2013
Royal Bank of Scotland June 2010 - August 2010
CCPIT Patent and Trademark Law Office July 2009 - August 2009
Skills
SQL, Derivatives, Business Analysis, Investment Banking, Fixed Income, Matlab, Java, FX Options, Quantitative Finance, VBA, Financial Modeling, Pricing, Portfolio Optimization, Bloomberg, Equities
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MSc)
Imperial College London 2008 — 2011
Bachelor of Engineering (BEng)
The high school affiliated to Renmin University 2005 — 2008
Steben & Company, Inc. April 2015 - Present
Pace Global, A Siemens Business June 2012 - April 2015
University of Notre Dame Endowment December 2011 - May 2012
University of Notre Dame August 2010 - May 2012
RBS Global Banking & Markets June 2011 - August 2011
Charles Schwab July 2007 - July 2010
Skills
Derivatives, Financial Modeling, Trading, Options, Equities, Financial Markets, Investments, Investment Management, Valuation, Financial Analysis, Portfolio Management, Bloomberg, Asset Managment, Fixed Income, Equity Research, Matlab
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Investments
Arizona State University 2003 — 2007
BS, Mathematics
Lakeside School 1999 — 2003
RBS Markets and International Banking November 2012 - Present
RBS Global Banking & Markets October 2010 - November 2012
RBS Markets & International Banking October 2010 - November 2012
RBS Greenwich Capital August 2007 - October 2010
RBS Global Banking & Markets August 2007 - October 2010
RBS August 2007 - October 2010
Bernard L. Madoff Investment Securities LLC February 2004 - August 2007
Knight Financial Products Inc. July 2003 - February 2004
Clinton Group December 2001 - August 2002
Tradeworx Inc. July 2001 - November 2001
Skills
Electronic Trading, Bloomberg, Trading, Credit Derivatives, Equity Trading, Bonds, Java, Market Making, Derivatives, Banking, Fixed Income, Trading Systems, Equities, Investment Banking, Perl, Hedge Funds, Market Data, Low Latency, Sybase, Quantitative Finance, SDLC, Rates, CDS, SQL, Unix, Multithreading, Test Driven Development, Algorithms, Distributed Systems, Agile Methodologies, C, Quantitative Analytics, Spring, Technical Analysis, Object Oriented Design, JUnit, Shell Scripting, Quantitative Investing, Database Design, Software Development, Databases
Education
Cornell University 1996 — 2000
MS, Physics
Carleton College 1992 — 1996
BA, Physics, Mathematics
Pierpont Securities August 2014 - Present
KGS-Alpha Capital Markets, L.P. September 2013 - July 2014
Canaccord Genuity Inc. April 2013 - August 2013
RBS Global Banking & Markets June 2009 - November 2011
Merrill Lynch July 2000 - January 2009
Skills
CFA, Bloomberg, Credit Derivatives, Credit Trading, Chartered Financial...
Education
Duke University
RBS Global Banking & Markets May 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers March 2006 - September 2008
Banc of America Securities 2000 - 2006
Kliger Weiss Infosystems February 1998 - February 2000
Education
Columbia University in the City of New York 1993 — 1997
Bachelor, Computer Science
Citigroup March 2011 - Present
RBS Global Banking & Markets December 2009 - January 2011
Credit Suisse May 2006 - September 2009
American International Group (AIG) April 2005 - April 2006
JPMorgan Chase 1997 - 2005
Lutheran Medical Center October 1992 - May 1997
Skills
Program Management, Resource Management, Financial Management, Project Accounting, PMO, Project Portfolio..., IT Governance, Project Governance, Change Management, Business Process..., Business Analysis, Business Process, Business Process..., Executive Management, Financial Services, Fixed Income, Governance, Information Technology, Investment Banking, Management, Managerial Finance, Mergers, Outsourcing, PMP, Project Management, Risk Management, Vendor Management, SDLC, Consulting, IT Strategy, Finance
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
EMBA, Management/Finance
Columbia Engineering 1978 — 1984
BS, Civil Engineering
Goldman Sachs April 2015 - Present
Royal Bank of Canada Capital Markets October 2010 - February 2015
RBS Global Banking & Markets September 2009 - November 2010
ABN AMRO January 2007 - May 2009
Countrywide January 2002 - December 2006
AllianceBernstein 1996 - 1998
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Finance
Moravian College 1991 — 1995
BNY Mellon February 2012 - Present
RBS Global Banking & Markets August 2010 - February 2012
SS&C Technologies January 2009 - May 2010
Skills
Quantitative Analytics, Risk Management, Market Risk, Derivatives, Quantitative Finance, Fixed Income, Bloomberg, Hedge Funds, VBA, Financial Modeling, Finance, Statistics, Data Analysis, Financial Engineering, Portfolio Management, Investment Banking, Options
Education
Central South University
Bachelor of Science (BS), Applied Mathematics
The University of Connecticut
The University of Edinburgh
master, financial mathematics
TD April 2013 - Present
RBS Global Banking & Markets September 2011 - April 2013
RBS Global Banking & Markets June 2011 - September 2011
Carlton Smith LLC November 2010 - January 2011
AQC July 2010 - November 2010
Syncrude (ExxonMobil Canada) January 2008 - September 2008
Nemak-Ford September 2007 - December 2007
General Motors January 2007 - April 2007
Siemens VDO Automotive May 2006 - September 2006
Baruch College _ UW- Madison _ U Windsor January 2005 - January 2005
Skills
Financial Modeling, Trading, Risk Management, VBA, Commodity, Fixed Income, Portfolio Management, Options, Market Risk, Financial Risk, Strategy, Investments, Energy, Hedging, Finance, Program Management, Bonds, Derivatives, Engineering, Business Process..., Capital Budgeting, Business Strategy, Equities, Financial Engineering, Valuation, Volatility, Quantitative Finance, Emerging Markets, Structured Finance, Technical Analysis, Corporate Finance
Education
City University of New York-Baruch College 2010 — 2011
Masters of Science in Financial Engineering, MFE
University of Wisconsin-Madison 2009 — 2009
Graduate Student (PhD), Computational Materials Engineering
University of Windsor 2004 — 2009
Bachlors Applied Science, Mechanical Engineering
INTL FCStone Inc. May 2011 - April 2012
RBS Global Banking & Markets January 2010 - April 2011
RBS Sempra Commodities October 2008 - January 2010
RBS Sempra Commodities August 2007 - September 2008
Energy Markets June 2006 - September 2006
DBCS Computing, Inc September 2002 - August 2005
Skills
Energy Derivatives, Fundamental Analysis, Financial Structuring, Option Valuation, Risk Management, Commodity Markets, Commodity Risk..., Natural Gas, Front Office Development, Front Office, Software Development, Hedging, Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance
Drexel University 1998 — 2002
Bachelors, Information Systems
Council Rock High School 1995 — 1998
Nixon Peabody LLP July 2014 - Present
Nossaman LLP September 2012 - June 2014
Cape Wind Associates, LLC November 2010 - May 2012
RBS Global Banking & Markets July 2007 - December 2008
Skills
Tax, Infrastructure, Renewable Energy, Legal Writing, Legal Research, Project Delivery, Public Finance
Education
Georgetown University Law Center 2013 — 2014
Master of Laws (LL.M.), Taxation
Boston College Law School 2009 — 2012
Doctor of Law (JD)
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelor of Science (BS), Economics and Finance
Canterbury School 1999 — 2003
High School
Moody's Corporation January 2014 - Present
RBS Markets & International Banking January 2012 - February 2013
RBS Global Banking & Markets September 2011 - January 2012
Michelin June 2010 - August 2010
Ivy Insiders June 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Excel, Stata, Matlab, Sales, Technical Analysis, Banking, Asset Management, Trading, Fixed Income, Market Analysis, Hedge Funds, Emerging Markets, Swaps, Credit, Structured Finance, Capital Markets, Management, Bloomberg, Financial Modeling, Investment Banking
Education
Columbia University in the City of New York 2007 — 2011
Bachelor's Degree, Mathematics, Economics
RBC Capital Markets December 2013 - Present
RBC Capital Markets May 2013 - December 2013
RBS Global Banking & Markets August 2010 - April 2013
FXCM December 2009 - May 2010
RBS Global Banking & Markets June 2009 - August 2009
Citi November 2008 - May 2009
Triana Venture Partners June 2008 - August 2008
Babson College February 2008 - May 2008
Babson College September 2007 - May 2008
Alpine Commercial Capital May 2007 - August 2007
Skills
Equities, FX Options, Bloomberg, Fixed Income, Financial Modeling, Capital Markets, Valuation, Investment Banking, Economics, Bloomberg Terminal, Hedge Funds, Investments, Options, Corporate Finance, Financial Analysis, Derivatives, Financial Markets, Trading
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
BS, Finance, Mathematics
Babson College 2006 — 2008
Finance, Entrepreneurship
Stuyvesant High School 2002 — 2006
Trishield Capital Management November 2013 - Present
RBS Markets & International Banking September 2011 - October 2013
RBS Global Banking & Markets May 2011 - October 2013
Skills
Special Situations, Bloomberg, Fixed Income, Equities, Financial Modeling, Capital Markets, Bloomberg Terminal, Options, Series 63, Valuation, Series 7, Microsoft Excel, Financial Analysis, Economics, Analysis, Market Research, Swaps, Microsoft Office, PowerPoint
Education
Duke University 2007 — 2011
B.S.E., Civil Engineering and Economics
Citadel LLC June 2014 - Present
RBS Global Banking & Markets August 2008 - June 2014
JWM Partners August 2006 - August 2008
Kingsbury, Inc. October 2005 - August 2006
Drexel University August 2002 - October 2005
University of Illinois at Chicago October 2000 - August 2002
SPIRIT DSP March 2000 - October 2000
VNIIOFI (National Laboratory) September 1997 - March 2000
Skills
Quantitative Finance, Fixed Income, Numerical Analysis, Monte Carlo Simulation, Matlab, C++, C#, R, Python, Financial Engineering, MBS, Statistics, Quantitative Analytics, Derivatives, Algorithms, time series analysis, term structure models, risk neutral pricing, prepayment models, Capital Markets
Education
Drexel University 2003 — 2005
Ph.D., Mechanical Engineering, GPA 4.0 out of 4.0
Drexel University 2002 — 2003
M.S., Mechanical Engineering
University of Illinois at Chicago 2000 — 2002
M.S., Mechanical Engineering
Moscow Institute of Physics and Technology (State University) (MIPT) 1995 — 2000
B.S., Applied Physics and Mathematics
Itaú BBA November 2011 - November 2014
RBS Global Banking & Markets June 2009 - November 2011
BlueMountain Capital Management June 2008 - January 2009
Skills
Fixed Income, Interest Rate..., Derivatives, CDS, Credit Derivatives, Bonds, Capital Markets, FX Options, Structured Products, Bloomberg, Emerging Markets, Equities, Investment Banking, Market Risk, Swaps
Education
Bergen Academies
Columbia Engineering
BS, Applied Mathematics
Citi Habitats June 2013 - Present
World TEFL Association March 2013 - May 2013
SET Education May 2012 - October 2012
RBS Global Banking & Markets March 2007 - February 2012
HSBC November 2004 - December 2006
Merrill Lynch May 2000 - October 2004
INROADS 1998 - 2000
Skills
Performance Management, Investment Banking, Talent Management, Talent Acquisition, Recruiting, Vendor Management, CRM, Training, Onboarding, Employee Engagement, Succession Planning, Relationship Management, Human Resources, Employee Relations, Real Estate, Real Estate Transactions, Real Estate Sales..., Sales, Program Management, Management, Coaching, Customer Service, Finance, Investments, Leadership, Marketing, Public Speaking, Social Media, Team Leadership
Education
Binghamton University 1996 — 2000
Bachelor of Science (BS), Human Development
Binghamton University 1996 — 2000
Bachelor's degree, Human Resources Development
The Jolly Scholar January 2012 - Present
DDR Corp. June 2015 - August 2015
Delta Gamma-Theta Beta Chapter December 2013 - December 2014
Deloitte June 2014 - August 2014
Rockwell Automation May 2013 - December 2013
Hillcrest YMCA September 2008 - December 2012
Ohio City Inc May 2012 - August 2012
RBS Global Banking & Markets May 2011 - May 2011
Case Western Reserve University June 2010 - July 2010
Skills
Teaching Experience, Developing Client..., Highly Adaptable, Social Media, Adaptation, Entrepreneurship, Event Planning, Teacher Training, Product Marketing, Teamwork, Microsoft Office, Time Management
Education
Weatherhead School of Management at Case Western Reserve University 2015 — 2016
Master’s Degree, Accountancy
Case Western Reserve University 2011 — 2015
Bachelor’s Degree, Accounting
Hawken School 2004 — 2011
High School
Wells Fargo Securities November 2013 - Present
Wells Fargo Bank July 2011 - October 2013
College of Charleston Cougar Microfinance Initiative August 2010 - August 2011
The Capital Solutions Group August 2010 - May 2011
RBS Global Banking & Markets June 2010 - August 2010
Skills
Economics, Japanese, Corporate Finance, Excel, PowerPoint, Word, Outlook, Valuation, Microsoft Office, Financial Modeling, Research, Data Analysis, Analysis, Problem Solving, International Business, Strategic Planning, Bloomberg, Microsoft Excel, Finance, Due Diligence, Banking, Credit, Credit Analysis
Education
College of Charleston 2007 — 2011
B.S, Economics
Temple University, Japan Campus 2009 — 2010
Japanese Language and Literature
Bank of America 2013 - Present
RBS Global Banking & Markets 2007 - 2013
ABN Amro 1993 - 2007
Lasalle National Bank 1993 - 1995
Continental Bank 1977 - 1993
Skills
Investment Banking, Interest Rate..., FXMM Operations Manager, Fixed Income Operations..., Funds Transfer..., Wire..., Futures Operations, Derivatives, Fixed Income, Middle Office, Investments, Securities, Trading, FX Options, Financial Services, Financial Risk, Treasury, Settlement, Capital Markets, Foreign Exchange, Finance, Cash Management, Swaps, Financial Markets, Loans, Risk Management, Money Market, Equities, Credit Risk, Back Office, Operational Risk, Operational Risk..., Banking
Education
DePaul University 1977 — 1983
BS, Management, Finance
Ladder Capital Finance LLC July 2012 - Present
RBS Global Banking & Markets January 2009 - July 2012
RBS Global Banking & Markets September 2006 - December 2008
Skills
Licensed Real Estate..., Investments, Loan Origination, Bridge Loans, Loans, Mortgage Lending, Real Estate Lending, Real Estate Transactions, Real Estate Private..., Real Estate Financing, Commercial Real Estate, Real Estate, Real Estate Development
Education
New York University 2009 — 2013
MS, Real Estate Finance
Emory University 2002 — 2006
BA, Economics
Mesirow Financial November 2012 - Present
RBS Global Banking & Markets September 2009 - July 2012
BNP Paribas February 2008 - August 2009
Lehman Brothers August 2001 - January 2008
Skills
Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Swaps, Valuation, Derivatives, Investments, Bonds, Trading, Rates, Inflation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Dartmouth College 1989 — 1993
AB, Engineering
Saint Mark's 1985 — 1989
Akuna Capital March 2013 - Present
Nomura June 2012 - August 2012
Ankam Partners LLP January 2011 - June 2011
RBS Global Banking & Markets July 2010 - December 2010
Indea Capital Pte Ltd August 2009 - June 2010
Skills
Option Theory, Statistical Arbitrage, Data Analysis, Machine Learning, Java, Matlab, C++, R, VBA, SQL
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2012
Master of Science, Computational Finance, 4.11/4.33
Nanyang Technological University 2005 — 2009
B.Eng (First Class Honor), Computer Science with Minor in Business, 4.8/5.0
Chalmers University of Technology 2007 — 2007
International Exchange Program, Computer Science
RBS Global Banking & Markets 2010 - Present
Intertuma, Inc. 2006 - April 2010
City of New York/DoItt January 2009 - 2010
Time Inc. 2008 - 2009
New York City Police Department Real Time Crime Center 2007 - 2008
BMW of North America, LLC 2006 - 2007
Liberty Travel May 2004 - February 2006
SEI Investments August 2003 - April 2004
Kirana Networks July 2001 - August 2003
Ranch Networks May 2000 - June 2001
Skills
SOA, J2EE, Design Patterns, Distributed Systems, Application Architecture, Web Services, Enterprise Architecture, Architecture, XML, Spring, Java, EJB, AJAX, Software Project..., Tomcat, UML, SQL, Scrum, Struts, Hibernate, Solution Architecture, SOAP, REST, Agile, Application Development, OOAD, Software Development, Maven, Cloud Computing, Eclipse, Servlets, System Architecture, ESB, Subversion, Object Oriented Design, TDD, Oracle Coherence, Interest Rate..., Swapswire, FpML, Fixed Income Technology, Agile Methodologies, Java Enterprise Edition, SDLC, Data Warehousing, Weblogic, Database Design, Enterprise Software, Agile Project Management, CRM
Education
Moscow State Institute of Radio Engineering, Electronics and Automation (Technical University) 1985 — 1989
Master's degree
Московский Государственный Технологический Университет (Станкин) 1978 — 1983
Master's degree
RBS Global Banking & Markets February 2011 - Present
UBS Investment Bank August 2009 - August 2010
UBS Securities LLC January 2004 - November 2008
Schwab Capital Markets January 1999 - January 2004
Navillus Securities Inc January 1999 - August 1999
Olde Discount Corporation January 1998 - January 1999
PricewaterhouseCoopers January 1996 - January 1998
Skills
Trading, Equities, Derivatives, Bloomberg, Risk Management, FX Options, Financial Risk, Investments, Middle Office, Bonds, Back Office, AML, Accounting, Fixed Income, Investment Banking, Auditing, Capital Markets, Loans, Series 7, Equity Trading, Securities, Trading Systems, Hedge Funds, Management, Financial Markets
Education
Clemson University 1992 — 1996
B.S, Financial Management
ROXBURY HIGH SCHOOL 1986 — 1990
HSBC Securities 2013 - Present
RBS Global Banking & Markets 2010 - 2013
Goldman Sachs & Co November 1996 - August 2009
M. W. Marshalls April 1996 - October 1996
UNDP January 1993 - May 1995
Skills
Derivatives, Fixed Income, Investment Banking, Capital Markets, Equities, Risk Management, Hedge Funds, Management, Trading Systems, Trading
Education
Baruch College, CUNY 2009 — 2011
Degree Post-Bachelors
Columbia University in the City of New York 1990 — 1995
BA, Liberal Arts - History
Saint Mary's High School (Manhasset) 1986 — 1990
High School, Academic
Spanish language course
Crutchfield Capital Corporation March 2015 - August 2015
Mitsui & Co. (U.S.A), Inc. April 2014 - May 2015
Capital One February 2013 - March 2014
Capital One July 2011 - February 2013
RBS Global Banking & Markets June 2010 - August 2010
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Duke University 2007 — 2011
Bachelor of Science, Economics
Bellaire High School 2003 — 2007
High School, Top 1%
Bank of America 2012 - Present
RBS Global Banking & Markets April 2010 - December 2011
Omnium LLC (fka Citadel Solutions) June 2007 - March 2009
Morgan Stanley May 2005 - May 2007
Goldman Sachs 1999 - 2005
CIBC 1995 - 1999
Merrill Lynch 1992 - 1995
Skills
Fixed Income, Hedge Funds, Derivatives, Swaps, Investment Banking, CDS, Trading Systems, FX, Equities, Options, Credit Derivatives, Prime Brokerage, Middle Office, Structured Products, Capital Markets, Equity Derivatives, FX Options, Interest Rate...
Education
Hofstra University 1993 — 1997
MBA, International Business
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
BBA, Finance
eloDesigns LLC October 2014 - Present
Private Client Resources, LLC May 2013 - September 2014
RBS Global Banking & Markets October 2010 - January 2013
RBS Global Banking & Markets 2001 - 2010
RBS Greenwich Capital 1999 - 2001
Haagen Dazs 1995 - 1998
Skills
Fixed Income, Electronic Trading, Bloomberg, Investment Banking, Customer Service, CDS, Swaps, Executive Management, Settlement, Trading Systems, Derivatives, Back Office, Middle Office, FX Options, Business Analysis, Financial Services, Business Process..., Marketing, Business Development, MarketAxess, Electronic Markets, Business Requirements, Business Technology..., Organizational..., Client Relations Skills, Client Relations, Data Flow, Capital Markets, Management, Portfolio Management, Hedge Funds, Strategy, Tradeweb, Leadership
Education
Cornell University 1992 — 1995
Bachelor's Degree
Women's Campaign School at Yale 1996 — 1996
Campaign Management
Finacity Corporation September 2014 - Present
David Viney Consulting, Inc. August 2012 - August 2014
STS Capital Partners March 2013 - November 2013
RBS Global Banking & Markets June 2011 - July 2012
RBS Global Banking & Markets January 2005 - May 2011
RBS Global Banking & Markets March 1999 - December 2004
Mizuho International January 1998 - February 1999
Bank of America June 1996 - December 1997
Barclays Investment Bank April 1995 - June 1996
Barclays Bank September 1983 - April 1995
Skills
Securitization, Origination, Structured Finance, Structuring, Capital Markets, Investment Banking, ABS, Credit Risk, Due Diligence, Fixed Income, Debt, Bonds, Credit Analysis, Financial Institutions, Structured Products, Corporate Finance, Loans, Credit, Interest Rate..., Derivatives, Banking, Swaps, Risk Management, Financial Analysis, Market Risk, FX, Project Finance, Basel II, Portfolio Management, Financial Advisory, Loan Origination, Financial Structuring, Valuation, Financial Services, Hedge Funds, Operational Risk, Alternative Investments, Equities, Investments, Restructuring, Trade Finance, Financial Risk, Private Equity, Trading, Financial Markets, Asset Management, Equity Derivatives
Education
Manchester Business School 1994 — 1996
MBA, Finance
Och-Ziff Capital Management January 2013 - June 2015
RBS Global Banking & Markets March 2011 - January 2013
Spurrier Capital Partners November 2010 - February 2011
Pfizer Inc June 2009 - August 2009
Plot Multimedia June 2008 - August 2008
Winner Communications June 2007 - August 2007
Skills
Investment Banking, Marketing Strategy, Corporate Finance
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2006 — 2010
B.A., Economics
Reid Hall - Columbia/Penn 2009 — 2009
French
Riverdale Country School 2002 — 2006
High School
University of California, Berkeley, Haas School of Business August 2015 - Present
RBS Corporate & Institutional Banking August 2014 - July 2015
RBS Markets and International Banking February 2014 - July 2014
RBS Global Banking & Markets July 2011 - February 2014
Connecticut College August 2008 - May 2011
Connecticut College August 2007 - May 2011
Environtech Inc. - China May 2010 - August 2010
Skills
Entrepreneurship, Banking, Portfolio Management, Risk Management, Financial Analysis, Quantitative Analytics, Qualitative Research, Financial Modeling, Valuation, Due Diligence, Financial Risk, Credit Risk, Capital Markets, Market Research, Strategy, Finance, Economics, Emerging Markets, International Relations, Research, Multilingual, Econometrics, Stata, Microsoft Excel, PowerPoint, Bloomberg, Dutch, Chinese, Mandarin, English, Language Skills, Statistics, Data Analysis, Investments, Fixed Income, Credit, Customer Service
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Connecticut College 2007 — 2011
Bachelor of Arts, Economics, International Relations, East Asian Studies
Capital University of Economics and Business 2009 — 2010
Mandarin
Waterford Kamhlaba UWCSA
RBC Capital Markets December 2013 - Present
RBS Markets & International Banking August 2013 - December 2013
RBS Global Banking & Markets August 2010 - August 2013
Trout Capital LLC June 2009 - August 2009
US Treasury May 2008 - July 2008
The World Bank May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Capital Markets, High Yield Bonds, Microsoft Excel, Corporate Finance, Financial Analysis, Credit Analysis, LBO, Fixed Income, Leveraged Finance, Bloomberg, Series 63, PowerPoint, Financial Structuring, Due Diligence, High Yield, Underwriting, Loan Origination, Valuation
Education
Duke University 2006 — 2010
BS, Economics, Markets & Management
University of Geneva 2008 — 2008
Washington International School 2002 — 2006
International Baccaleureate, Economics, Physics, Advanced Mathematics, Computer Science, French
RBS Markets & International Banking October 2012 - Present
RBS Global Banking & Markets March 2011 - April 2012
Pursuit Partners LLC November 2007 - February 2011
Skills
Foreign Exchange, Banking, Settlement, Fixed Income, Equities, Bloomberg, Hedge Funds, Technical Analysis, Financial Analysis, Accounting, FX Derivatives, Financial Markets, Prime Brokerage, Investment Banking, Hedging, Trading, Finance, Derivatives, Commodity, Swaps, FX Options, Emerging Markets, Economics, Trading Systems, Capital Markets, Options, Electronic Trading, Structured Products
Education
St. Mary's University College, London 2011 — 2012
International Business Practice
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), Dual major, International Business and Italian Studies
Sapienza Università di Roma 2006 — 2007
Economics, History, Italian
Morgan Stanley June 2015 - Present
NYU Stern School of Business 2014 - Present
RBS Global Banking & Markets 2011 - 2014
Skills
Fixed Income, Market Research, Valuation, Series 7, Series 63, Bloomberg Terminal, Microsoft Excel, VBA, Financial Modeling, Economics, Bloomberg, Business Strategy, Corporate Finance, Data Analysis, Financial Analysis, Investments, Modeling, Microsoft Office, PowerPoint, Research, Technical Writing, Securities, Equity Research
Education
Bowdoin College 2007 — 2011
BA, Economics
Deerfield Academy 2003 — 2007
State Street 2015 - Present
US Bank 2013 - 2014
Golfweek Amateur Tour 2009 - 2014
RBS Global Banking & Markets 2004 - 2009
BNY Mellon 2001 - 2004
Skills
Interest Rate..., Derivatives, Equity Derivatives, Bloomberg, FX Options, Quantitative Finance, Fixed Income, Trading Systems, Bonds, Finance, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2002
Master of Science (MS), Quantitative Finance
Drexel University 1998 — 2001
Bachelor of Science (BS), Mathematics and Finance
Citizens Bank January 2015 - Present
Citizens Bank July 2014 - January 2015
Citizens Bank August 2012 - July 2014
RBS Global Banking & Markets August 2011 - August 2012
BNY Mellon March 2010 - July 2011
BNY Mellon May 2008 - March 2010
Skills
Financial Services, Financial Analysis, Banking, Fixed Income, Management, Risk Management, Mutual Funds, Investments, Internal Audit, Finance
Education
University of Massachusetts Dartmouth 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
Bridgewater State College 2002 — 2006
Bachelor of Arts, English
RBS Global Banking & Markets April 2012 - Present
Commonwealth Financial Network November 2006 - November 2011
Citigroup (Smith Barney) February 2004 - November 2005
Citigroup (Smith Barney) February 2004 - November 2005
Commonwealth Financial Network January 2001 - February 2004
Skills
FINRA, Compliance, Securities, Trading, Risk, SEC reporting, Series 7, Risk Management
Education
Assumption College 1996 — 2000
Bachelor of Arts, Finance
Canterbury School 1992 — 1996
AIG Global Capital Markets Securities, LLC November 2014 - Present
Citi March 2013 - October 2014
RBS Markets & International Banking April 2012 - February 2013
RBS Global Banking & Markets February 2010 - May 2012
RBS Global Banking & Markets February 2009 - February 2010
Terex Corporation 2006 - 2008
Kforce, Inc 2004 - 2005
Vision Financial Search 2004 - 2004
Deloitte 2001 - 2004
Fidelity Investments 1998 - 2001
Skills
Financial Risk, Compliance, Risk Management, Broker-Dealer, Information Management, Executive Reporting, Regulatory Requirements, AML, OFAC, Due Diligence, USA PATRIOT Act, Banking, Analysis, Bank Secrecy Act, FINRA, KYC, Risk Assessment, Securities
Education
College of the Holy Cross 1994 — 1998
Sacred Heart Academy
St. Boniface
BNP Paribas April 2013 - Present
Hess Corporation August 2011 - April 2013
RBS Global Banking & Markets July 2010 - August 2011
RBS Global Banking & Markets September 2009 - November 2010
Ameriprise Financial 2004 - 2010
Societe Generale Corporate & Investment Banking January 2008 - September 2009
Louis Dreyfus Highbridge Energy November 2006 - December 2007
Louis Dreyfus June 2004 - November 2006
Amaranth Hedge Fund September 2003 - May 2004
AXA Corporate Solutions (division of AXA Re) December 2000 - August 2003
Skills
Commodity, Energy, Structured Products, AML, KYC, Risk Management, Fixed Income, Dodd-Frank, Due Diligence, Options, Commodity Markets, Trading, Derivatives, Financial Risk, OFAC, Capital Markets, Management
Education
Pace University - Lubin School of Business 2001 — 2005
MBA, Finance / Human Resources
Brandeis University 1996 — 1999
BA, Pre-Law; Liberal Arts
Wooster School 1992 — 1996
High School
Bella Casa NYC January 2012 - Present
buonquillo, LLC March 2007 - Present
RBS Global Banking & Markets 2011 - 2011
Morgan Stanley February 2007 - February 2008
Skills
Hospitality, Marketing Strategy, Digital Marketing, Strategic Planning, Competitive Analysis, Home improvement..., Brand Management, Digital Media, Marketing, Marketing Communications, Media Relations, Strategy, Integrated Marketing
Education
American Academy of Dramatic Arts 1989 — 1990
Theater
Seminole College 1985 — 1989
Business, Marketing Communications
Bank of Tokyo-Mitsubishi UFJ March 2014 - Present
Bank of Tokyo-Mitsubishi UFJ February 2013 - March 2014
RBS Markets & International Banking June 2012 - February 2013
RBS Markets & International Banking July 2011 - July 2012
RBS Global Banking & Markets June 2010 - August 2010
Skills
Portfolio Management, Investment Banking, Risk Management, Credit, Bloomberg, Capital Markets, Financial Modeling, Valuation, Asset Management, Fixed Income, Capital IQ, Loans, Credit Analysis, Financial Analysis, Corporate Finance, Analysis, Credit Risk, Financial Risk, Trading
Education
Connecticut College 2007 — 2011
B.A., Economics
Chaminade High School 2003 — 2007
J.P. Morgan December 2014 - Present
Person's Consulting Group November 2002 - November 2014
Sanofi June 2012 - October 2012
HSBC Global Banking and Markets April 2011 - October 2011
RBS Global Banking & Markets July 2010 - February 2011
Momentum Resource Solutions March 2010 - June 2010
Project Management Institute New York City Chapter December 2008 - January 2010
Credit Suisse October 2008 - July 2009
Credit Suisse August 2007 - July 2009
Project Management Institute New York City Chapter January 2007 - January 2009
Skills
Banking, Investment Banking, Equities, Fixed Income, Private Equity, Management, PMP, Program Management, Project Management, Business Analysis, Business Process, CRM, Budgets, PMO, SDLC, Databases, Consulting, Software Engineering, Business Process..., Operations Management, Portfolio Management, Quality Assurance, Business Requirements, Clarity PPM, Change Management, Leadership, Business Transformation, Software Development, Strategy, Information Technology, Project Portfolio..., Business Process..., IT Strategy, Software Project..., CA Clarity, IT Management, Risk Management, Agile Project Management, Vendor Management, Requirements Gathering, Project Delivery, Business Intelligence, Financial Services, PMI, Governance, Integration
Education
Marlboro College 2002 — 2003
Master's Degree, Information Tecnology and Management
Quinnipiac University 1996 — 1998
Computer Science
Albertus Magnus College 1995 — 1998
Bachelor's of Science Degree, Business Management, Computer Science
Platt Technical High School
High School, Electronics Technology and General Studies.
A.T. Kearney September 2013 - Present
A.T. Kearney June 2012 - August 2012
RBS Global Banking & Markets May 2010 - June 2011
GE Capital April 2008 - May 2010
General Electric July 2005 - January 2008
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Portfolio Management, Finance, Strategic Financial..., Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA'13
The University of Connecticut School of Business 2001 — 2005
Bachelor's degree, Finance, General
IBM June 2014 - Present
IBM June 2014 - December 2014
IBM 2012 - 2014
RBS Global Banking & Markets June 2010 - August 2010
EverBank January 2010 - March 2010
Putnam Hospital Center June 2008 - August 2009
Skills
Financial Modeling, Finance, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Public Speaking
Education
Dartmouth College 2007 — 2011
Bachelor of Arts, Economics (Financial Mathematics)
Canterbury School 2003 — 2007
RBS May 2007 - Present
RBS Global Banking & Markets February 1998 - December 2006
Skills
Structured Finance, Project Finance, Capital Markets, Origination, Debt Restructuring, Investment Banking, Leveraged Finance, Credit Analysis, Private Equity, Financial Structuring, Corporate Finance, Risk Management, Credit, Credit Risk, Loan Origination, Emerging Markets, Finance, Syndications, Fixed Income, Financial Modeling, Due Diligence, Securitization, Portfolio Management, Valuation
Education
Institute of Chartered Accountants of Scotland
University of Edinburgh 1989 — 1993
MA, Economics and Accounting
Bank of America May 2013 - Present
RBS Global Banking & Markets 2010 - May 2013
ABN AMRO 2007 - 2010
ABN AMRO 2005 - 2007
LaSalle Bank Corporation 2001 - 2005
LaSalle Bank Corporation 1993 - 2001
Knights of Saint John's Credit Union 1991 - 1993
Education
DePaul University 2011 — 2013
Masters, Business Information Management
Northeastern Illinois University 1990 — 1995
Bachelors of Science, BS, Major in Finance
RBS Global Banking & Markets October 2010 - Present
XSE Group April 2008 - June 2010
N/A May 2003 - April 2008
KPMG 1998 - 2001
Skills
Excel, Data Analysis, Report Writing, Deferred Compensation, Compensation Strategies, Microsoft Excel, Finance, Account Reconciliation, Human Resources, Training, PeopleSoft, Accounting, Analysis, Financial Reporting, Tax, Cash Management, Administration, Payroll
Education
Albertus Magnus College 1994 — 1997
Bachelors of Science, Accounting
Columbia Business School June 2015 - Present
RBS Markets & International Banking September 2012 - June 2015
RBS Global Banking & Markets August 2010 - September 2012
CIGNA Investment Management June 2009 - August 2009
United Health Care June 2008 - August 2008
Skills
Capital Markets, Valuation, Equities, Natural Resources, Oil/Gas, Investment Banking, Relative Value, Credit Analysis, Fixed Income, Financial Modeling
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Connecticut 2006 — 2010
Bachelor of Science (B.S.), Finance
RBC Capital Markets 2013 - 2015
TD Bank Group January 2013 - June 2013
FXCM (Forex Capital Markets) 2011 - 2012
BNP Paribas - Global Fixed Income 2010 - 2011
Morgan Stanley Investment Banking 2009 - 2010
RBS Global Banking & Markets 2008 - 2009
HSBC - HTS Global Banking & Markets 2007 - 2008
Deutsche Bank 2006 - 2007
ABN Amro, Barclays, M&G Prudential, HSBC 2004 - 2006
J.P. Morgan, Capital Markets 2000 - 2004
Skills
Enterprise Risk..., Risk Management, Corporate Governance, CISSP, CISA, Financial Risk, Operational Risk..., Management, Operational Risk, Business Intelligence, CRISC, Security, Governance, Business Process..., Internal Audit, IT Audit, Information Security, Internal Controls, Business Continuity, Basel II, Information Security..., Business Process..., Sarbanes-Oxley Act, Financial Markets, Risk Analysis, Business Analysis, Financial Services, IT Risk Management, Vendor Management, ORM
Education
City University London
Master of Science (MSc), Business Systems Analysis and Design, Distinction- 1st Class
Rutgers, The State University of New Jersey - Rutgers Business School
Masters in Business Administration
GE Treasury May 2011 - Present
GE Capital May 2011 - Present
RBS Global Banking & Markets April 2010 - May 2011
Bridgewater Associates July 2008 - November 2009
UBS Investment Bank September 2006 - May 2008
Cartesis September 1999 - September 2006
Accenture December 1996 - August 1999
Sodexho March 1995 - August 1996
State Street Bank December 1993 - March 1995
Skills
Risk Management, Business Analysis, Requirements Gathering, Business Process, Integration, Management, Analysis, SharePoint, Project Planning, Project Management, Process Improvement, Forecasting, PMO
Education
Bentley University 1994 — 1996
MBA
Bentley University
Bachelors
RBS Global Banking & Markets October 2011 - Present
RBS Global Banking & Markets October 2007 - October 2011
Disaster Resource Network March 2006 - September 2007
Commerzbank AG August 1999 - September 2005
Skills
Commercial Banking, Integration, Business Analysis, Data Analysis, Business Process, Financial Services, Program Management
Education
New York University 2005 — 2007
Master of Science (M.Sc.), Global Affairs
Boston University Questrom School of Business 1995 — 1999
BS, Business Administration
New York University 2008 — 2008
Credit Training Certificate, Credit Analysis
RBS Global Banking & Markets January 2006 - Present
Skills
Banking, Trading Systems, Disaster Recovery, Fixed Income, Vendor Management, IT Service Management, Investment Banking, Project Delivery, SDLC, Market Data
Education
The City University of New York - The City College of New York 2001 — 2002
Bachelor's degree, - Electrical Engineering Technology (MAGNA CUM LAUDE)
City University of New York City College 1991 — 1995
Bachelor's Degree, Electrical, Electronic and Communications Engineering Technology/Technician, MAGNA CUM LAUDE
Royal Bank of Scotland 2013 - Present
Keystone Ltd September 2011 - Present
RBS Global Banking & Markets March 2010 - December 2011
BLUESTONE PARTNERS December 2008 - September 2010
Citigroup March 2007 - June 2008
Orascom Telecom March 2005 - February 2007
Skills
Capital Markets, Hedge Funds, Investment Banking, Fixed Income, Equities, Derivatives, Bloomberg, Emerging Markets, Financial Modeling, Structured Products, Asset Managment, Alternative Investments, Competitive Analysis, Credit, Asset Management
Education
Amherst College 2000 — 2004
Bachelor of Arts (B.A.), English/ Economics
scholastica 1996 — 1999
Citadel LLC 2013 - Present
Credit Suisse 2011 - 2013
RBS Global Banking & Markets 2009 - 2011
Deutsche Bank June 2009 - August 2009
Spring Mountain Capital June 2007 - June 2009
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Master of Science (M.S.), Operations Research
McGill University
Bachelor of Commerce (B.Com.), Mathematics
AccessData November 2013 - April 2015
HotDocs Corporation December 2011 - November 2013
RBS Global Banking & Markets May 2011 - December 2011
AccessData May 2008 - May 2011
Verio July 2000 - April 2008
Dentrix Dental Systems May 1997 - July 1997
Skills
C++, C#, Windows, Linux, FreeBSD, Solaris, Visual Studio, MSSQL, Oracle, MySQL, SMP, Distributed Systems, Perl, Subversion, Microsoft SQL Server, Cloud Computing, OOP, Apache, XML, Software Engineering, PostgreSQL
Education
Brigham Young University 1997 — 2001
Bachelor's, Computer science, Magna cum Laude
Mountain View High School 1994 — 1997
Diploma
Oily Evolution - Young Living Essential Oils March 2014 - Present
RBS Global Banking & Markets October 2010 - Present
North American Power August 2010 - January 2015
UBS Investment Bank July 1998 - October 2010
UBS Investment Bank July 1998 - October 2010
People's Bank 1992 - 1998
Skills
Loans, Leadership, Finance, Credit, Investment Banking, Risk Management, Investments, Trading, Banking, Energy, Entrepreneurship, Holistic Health
Education
Lauralton Hall 1972 — 1976
Lauralton Hall 1972 — 1976
Albertus Magnus College
Tasting Table June 2015 - Present
Flavour App April 2014 - Present
Bollyshake February 2014 - Present
High Line Venture Partners July 2012 - April 2014
RBS Global Banking & Markets August 2008 - July 2012
ABN AMRO 2007 - 2008
Skills
Start-ups, Analytics, Corporate Development, Business Strategy, Equity Valuation, Alternative Investments, Quantitative Analytics, Management Consulting, Project Finance, Asset Management, Trading Systems, FX Options, Options, Leveraged Finance, Python
Education
Cornell University 2003 — 2007
BS, Electrical and Computer Engineering
RBS Global Banking & Markets February 2011 - Present
Siemens IT Solutions November 2007 - March 2011
Affinion Group 2005 - 2007
Hyperion Solutions 1998 - 2005
Titan Television 1994 - 1997
Education
Assumption College 1989 — 1993
High School
RBS Markets and International Banking March 2014 - Present
RBS Global Banking & Markets October 2010 - March 2014
Nokia February 2009 - September 2010
Symbian July 2005 - February 2009
Skills
C++, Market Risk, Agile Methodologies, Software Development, Java, Software Engineering, SQL, Scrum, C, Perl, Software Design, Software Project..., Unix
Education
Cass Business School 2009 — 2011
MSc, Finance and Investment
University of Nottingham 2003 — 2004
MSc, Electrical Engineering
CIMB Securities (USA), Inc July 2012 - Present
RBS Global Banking & Markets August 2009 - June 2012
Macquarie Capital (USA) Inc 1995 - 2008
ING Financial Services 1995 - 2004
Skills
Investment Banking, Equities, Emerging Markets, Valuation, Financial Modeling, Corporate Finance, Equity Research, Business Strategy, Asset Management, Derivatives, Trading, Strategy, Portfolio Management, Fixed Income, Financial Markets, Venture Capital, Bloomberg, Capital Markets, Alternative Investments, Hedge Funds, Financial Structuring, Corporate Development, Private Equity, Due Diligence, Investments, Business Development, Mergers & Acquisitions, Structured Products, Financial Analysis, Investor Relations, Market Risk, Securities, Equity Valuation, High Yield, Structured Finance, Investment Strategies, Equity Capital Markets, Investment Management, Finance, Options
Education
University of Pennsylvania - The Lauder Institute 1993 — 1995
Master's Degree, Master of Arts (MA), International Studies
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Finance, General
Ateneo de Manila University 1983 — 1987
BS, Management Engineering
Neuberger Berman January 2015 - Present
RBS Markets & International Banking August 2011 - December 2014
The Private Bank And Trust Company December 2009 - June 2010
RBS Global Banking & Markets June 2008 - August 2009
ABN AMRO Bank September 2006 - December 2007
ABN AMRO 2004 - 2006
Skills
Foreign Exchange, Interest Rate..., Fixed Income, Banking, Financial Markets, Trading, Leadership, Management, Strategic Planning, Financial Risk, Investment Banking, Risk Management, Outsourcing, Project Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance and International Business
DePaul University
Bachelor of Science (BS), Finance and Operations Management
Sberbank CIB June 2015 - Present
Rappaport Advisory Partners LLC January 2014 - May 2015
Commerzbank AG March 2014 - March 2015
Natixis North America August 2012 - December 2013
Lloyds Banking Group/ Lloyds Securities Inc May 2010 - July 2012
RBS Global Banking & Markets July 2009 - April 2010
ABN AMRO December 2001 - July 2009
Swiss Bank Corporation (now UBS) 1996 - 2001
Lehman Brothers October 1987 - March 1993
Chase 1982 - 1987
Skills
Training & Development, Investment Banking, KYC, Employee Training, Alternative Investments, Financial Services, Securities Regulation, Risk Assessment, Corporate Governance, USA PATRIOT Act, Hedge Funds, Financial Risk, Derivatives, Capital Markets, Financial Regulation, Management, Strategy, FINRA, Structured Finance, Banking, Securities, Fixed Income, Equities, Anti Money Laundering, Risk Management, Investments
Education
The George Washington University 1977 — 1980
MBA, Accounting
American University 1975 — 1976
BS, Business Economics
BlueCrest Capital Management, LLP April 2013 - Present
Deutsche Bank Securities January 2011 - March 2013
RBS Global Banking & Markets May 2010 - January 2011
HSBC January 2009 - July 2010
Societe Generale May 2008 - August 2008
Baruch College September 2007 - May 2008
Max Planck Institute for Complex Non Linear Dynamics February 2007 - May 2007
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS, Financial Engineering
Indian Institute of Technology, Bombay
St Annes
PwC October 2012 - Present
PwC October 2014 - April 2015
RBS Global Banking & Markets February 2011 - October 2012
Fidelity Investments June 2008 - February 2011
Fidelity Investments October 2000 - January 2008
Skills
Securities, Management, Equities, Fixed Income, Financial Services, Mutual Funds, Financial Analysis, Risk Management, Analysis, Investments, Finance, Entrepreneurship, Marketing, Business Strategy, Small Business, Strategic Planning, Business Development, UAT Coordination, Business Requirements
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.7
Eastern Nazarene College 1991 — 1995
BA, Business Mgmt
Cardinal Spellman 1987 — 1991
Deutsche Bank 2015 - Present
BNP Paribas July 2009 - Present
RBS Global Banking & Markets 2005 - Present
RBS Greenwich Capital 2005 - Present
BNP Paribas September 2009 - 2015
royal bank of scotland February 2005 - September 2009
Skills
Bonds, Fixed Income
Education
Colgate University 1989 — 1993
Morgan Stanley Enterprise Infrastructure November 2012 - Present
Citigroup March 2011 - November 2012
RBS Global Banking & Markets May 2009 - December 2011
UBS November 2002 - May 2009
UBS Wealth Management November 2002 - May 2009
UBS Financial Services 1997 - April 2009
UBS / PaineWebber August 2001 - November 2002
PaineWebber August 1997 - November 2002
Independent Business Consultant January 1993 - June 1997
Commodities Exchange Center, Inc. May 1978 - May 1992
Skills
Vendor Management, IT Transformation, Business Analysis, Risk Management, Project Portfolio..., Process Improvement, ITIL, IT Management, Project Management, Disaster Recovery, Leadership, IT Strategy, Project Delivery, SDLC, PMO, Project Planning, PMP, Testing, Management
Education
Columbia University in the City of New York 1970 — 1972
M.Sc., Solid State Physics
Franklin and Marshall College 1966 — 1970
Bachelor of Science (B.Sc.), Physics
J.P. Morgan July 2014 - Present
RBS Markets and International Banking May 2012 - June 2014
RBS Global Banking & Markets January 2011 - October 2013
RBS Greenwich Capital July 2006 - December 2010
Barcap November 2003 - June 2006
Reuters January 2003 - November 2003
Deutsche Bank August 2001 - December 2002
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Financial Markets, Trading Systems, Bloomberg, Swaps, Interest Rate..., Risk Management, Electronic Trading, Banking, Middle Office, Trading, Operational Risk, Credit, Credit Derivatives, Financial Risk, Financial Modeling, Market Risk, Program Management, Credit Risk, Change Management, Bonds, Internal Controls, Information Management
Education
Pace University 2000 — 2003
Master of Business Administration (MBA), Information Systems
Pace University - Lubin School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Bharathiar University 1995 — 1999
Bachelor's degree, Engineering
Karunya Institute of Technology 1995 — 1999
Bachelor of Engineering, Electronics & Telecommunications
JPMorgan Chase June 2014 - Present
RBS Markets & International Banking April 2013 - 2014
The Royal Bank of Scotland January 2009 - 2014
RBS Global Banking & Markets January 2010 - April 2013
RBS Greenwich Capital 1999 - January 2009
RBSGC 1999 - January 2009
Kwasha Lipton 1989 - 1992
Skills
AML, Risk Management, Fixed Income, Financial Services, Banking, Capital Markets, Derivatives, KYC, Financial Risk, Trading Systems, Investment Banking, Mergers, Hedge Funds, Equities, Swaps, Business Analysis, Middle Office, Vendor Management, Securities, Unix, Operational Risk, Bloomberg, Credit Risk, Mergers & Acquisitions
Education
Colgate University 1985 — 1989
BA, Physics, Mathematics, Economics
Shelton High 1981 — 1985
RBS Global Banking & Markets December 2009 - Present
Morgan Stanley June 2008 - August 2008
Skills
Commodity, Quantitative Finance, Fixed Income, Derivatives, Trading Systems, Equity Derivatives, Market Risk, Electronic Trading, Options, Credit Derivatives, Financial Engineering, Interest Rate...
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2008
Computational Finance Program (MSCF)
Szegedi Tudományegyetem
Ph.D., Physics
RBS Corporate & Institutional Banking January 2010 - Present
RBS Global Banking & Markets 2008 - 2009
UBS Investment Bank 2006 - 2008
Sailfish Capital Partners LLC 2006 - 2006
Gen Re Securities / General Re Corp. 1996 - 2006
Gen Re Securities / General Re Corp. 1994 - 1996
Shearman & Sterling 1992 - 1994
Skills
Derivatives, Structured Finance, Risk Management, Risk, Credit Risk, ABS, Capital Markets, Securitization, Market Risk, Credit, Structured Products, Documentation, Counterparty Risk, Reporting & Analysis, Regulatory Requirements, Dodd-Frank, CLO, MBS, Change Management, Investment Banking, Fixed Income, Banking, Management, Equities
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.)
School of the Holy Child
JPMorgan Chase & Co. October 2014 - Present
RBS Global Banking & Markets 2012 - October 2014
UBS Investment Bank 1997 - 2011
Skills
Fixed Income, Trading, Capital Markets, Financial Risk, Securities, Series 7, Investment Banking, Commodity, Hedge Funds, Equities, Electronic Trading, Derivatives, Structured Products, Financial Services, Structured Finance, Alternative Investments, Swaps, Currency, Equity Derivatives
Education
Brooklyn Law School 1982 — 1985
Doctor of Law (J.D.)
New York University 1979 — 1982
Bachelor of Arts (BA)
RBS Global Banking & Markets September 2010 - Present
GE Corporate, Asset Management July 2006 - September 2010
GE Consumer & Industrial June 2005 - July 2006
Skills
Equity Derivatives, Derivatives Valuations, Options, Futures, Swaptions, Swaps, Forwards, CLO, Bank Loans, Structured Finance, Credit Analysis, Leveraged Finance, Investor Reporting, Financial Statement..., Dodd-Frank/EMIR..., Collateral Management, Reconciliations, Settlements, Risk Management, Due Diligence, Capital Markets, Bloomberg
Education
University of New Haven 2008 — 2010
Master of Business Adminstration, Finance
Central Connecticut State University 2002 — 2006
Bachelor of Science, Cum Laude Honors, Finance
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
Aegon Investment Management July 2014 - Present
SunTrust Bank February 2012 - June 2014
RBS Global Banking & Markets March 2011 - December 2011
RBS Global Banking & Markets June 2010 - February 2011
RBS Global Banking & Markets June 2008 - May 2010
ABN AMRO Bank N.V. November 2004 - May 2008
JP Morgan 2003 - 2004
Skills
Interest Rate..., Equity Derivatives, FX Derivatives, Credit Derivatives, Structured Finance, Structured Products, Fixed Income, Variable Annuity Hedging, Product Structuring, Financial Structuring, Risk Management, Capital Markets
Education
Columbia Business School 2001 — 2003
MBA, Finance
University of Southern California
MS, Engineering
Indian Institute of Technology, Bombay
Engineering
RBS Corporate & Institutional Banking November 2011 - Present
RBS Global Banking & Markets September 2010 - November 2011
RBS Global Banking & Markets November 2009 - September 2010
RBS Greenwich Capital February 2009 - November 2009
UBS Investment Bank 1998 - 2009
Rosenbluth International 1997 - 1998
University of Chicago Hospitals 1995 - 1996
Olivet College 1994 - 1995
Education
Boston College 1996 — 1997
MA, Higher Education
State University of New York College at Oswego 1989 — 1993
BS, Secondary Education
RBS Global Banking & Markets October 2009 - Present
Bear Stearns February 1994 - August 2008
Education
Babson College 1987 — 1991
BS, Finance, Economic
None April 2015 - Present
International Finance Corporation 2012 - March 2015
RBS Global Banking & Markets November 2009 - June 2011
RBS November 2009 - June 2011
ABN AMRO 2004 - 2009
Deutsche Bank 2002 - 2003
Deutsche Bank 2000 - 2002
Barclays/BZW 1996 - 1999
Skills
Structured Products, Regulatory Risk, Capital Markets, Securities, Corporate Governance
Education
Dalhousie University 1981 — 1984
LLB, Law
Georgetown University Law Center
LLM, Securities Regulation
BNP Paribas November 2014 - Present
BNP Paribas October 2013 - October 2014
Deutsche Bank March 2010 - March 2013
RBS Global Banking & Markets August 2008 - March 2010
Skills
Mergers & Acquisitions, Corporate Finance, Private Equity, Capital Markets, Valuation, LBO, Investment Banking, Emerging Markets, Equities, Financial Modeling, Corporate Law
Education
Columbia University - Columbia Business School 2011 — 2011
Certificate of Business Excellence, Strategy & Corporate Finance
Vlerick Leuven-Gent Management School 2007 — 2008
Master in Financial Management, with Distinction
Tilburg University 2004 — 2007
Bachelor of Science (BSc), with Distinction
RBS Global Banking & Markets January 2010 - Present
RBS Global Banking & Markets February 2009 - May 2010
JPMorgan Chase October 2008 - February 2009
Bear Stearns November 2006 - October 2008
New York Stock Exchange August 2003 - November 2006
New York Stock Exchange, Inc April 2002 - August 2003
Kings County District Attorney December 1997 - April 2002
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
MBA, Computer Information Systems
Brooklyn Law School 1994 — 1997
JD, Law
Rutgers University-New Brunswick 1990 — 1994
BA, Political Science
RBS Global Banking & Markets April 1998 - Present
RBS 2005 - 2008
Skills
Banking, Bloomberg, Capital Markets, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Marketing, Risk Management, Trading, Vendor Management, Business Analysis, Electronic Trading, Equities, Event Planning, Derivatives
Education
Brandeis University
Point72 Asset Management, L.P. October 2014 - Present
Pricewaterhouse Coopers September 2012 - October 2014
RBS Global Banking & Markets August 2009 - September 2012
OpHedge Investment Services August 2007 - April 2009
Skills
Financial Accounting, Financial Audits, Sarbanes-Oxley Act, SEC Financial Reporting, Internal Controls, US GAAP reporting
Education
Cornell University
Bachelors of Science
Mercy College
Masters
BNP Paribas June 2012 - Present
RBS Global Banking & Markets June 2006 - June 2012
State Street June 2005 - August 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
Bachelor, Finance
Amherst Pierpont Securities October 2014 - Present
Pierpont Securities February 2012 - October 2014
CRT Capital Group October 2010 - February 2012
RBS Global Banking & Markets June 2000 - October 2010
Skills
Trading, Mortgage, MBS, Investments, Fixed Income, Bonds, Bloomberg, Investment Banking, ABS, Securities, Fixed Income Trading, Risk Management, Customer Relations, Series 7, Rates, Financial Markets, Credit, Equities, Financial Risk, Mortgage Lending, Trading Systems, Electronic Trading, Swaps, Structured Finance, Options, Capital Markets, Alternative Investments, Hedge Funds, Credit Derivatives, Derivatives, Customer Service, Interest Rate..., Equity Derivatives, Structured Products
Education
Brown University 1996 — 2000
BS, Economics; Organizational Behavior and Management
The Lawrenceville School 1995 — 1996
Hadley Real Estate Group May 2012 - Present
RBS Global Banking & Markets February 2011 - May 2012
RBS Citizens Bank April 2006 - April 2011
Federal Reserve Bank of Philadelphia September 2004 - March 2006
Bank of America March 2003 - August 2004
Education
Bryant University 1998 — 2002
B.S., Financial Management Marketing Management
Willingboro
CGA Capital July 2009 - Present
RBS Global Banking & Markets December 2005 - July 2009
Legg Mason, Inc. 1990 - 2005
Skills
Asset Managment, Leases, Debt, Mezzanine, Equities, Asset, Structured Finance, Commercial Real Estate, Real Estate, Corporate Real Estate, Real Estate Financing, Commercial Real Estate..., Lease Financing, Commercial Mortgages, 1031 Exchanges, Sale-Leaseback, Build-to-suit, Investment Banking, Project Finance, Real Estate Private..., Asset Management, Investments, Capital Markets, Disposition, Acquisitions, Real Estate Transactions, Capital, Financial Structuring, CMBS, Brokerage, Real Estate Economics, Investment Sales, Securitization, Private Equity, Valuation, Location Intelligence, Due Diligence, Alternative Investments, Private Placements, Finance, Recapitalizations, Real Estate Development, Debt Restructuring, Capital Structure, Leveraged Finance, Joint Ventures, Capital Raising
Education
Dartmouth College 1980 — 1984
B.A., Economics & Mathematics
Royal Bank of Scotland April 2015 - Present
RBS Markets and International Banking November 2013 - December 2014
RBS Global Banking & Markets May 2011 - November 2013
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Financial Reporting, Management, Investment Banking, Analysis, Microsoft Excel, Risk Management
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
Master's Degree, Quantitative Methods and Modeling
Baruch Continuing and Professional Studies 2008 — 2008
Certificate - Finance & Accounting
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor's Degree, Human Resources Management and Services
RiskSpan August 2014 - January 2015
UConn School of Business August 2014 - December 2014
RBS Global Banking & Markets 2005 - December 2013
UBS Securities Co., Ltd 1997 - 2005
JPMorgan Chase 1992 - 1997
First Chicago Capital Markets 1991 - 1992
Mutual Life Insurance Company of New York 1987 - 1991
Skills
Derivatives, Options, Capital Markets, Risk Management, Quantitative Finance, Hedging, Investments, Fixed Income, Bond Pricing, Trading, VBA, Programming, Structured Products, Trading Systems, CDS, MBS, Interest Rate..., Credit Derivatives, Financial Structuring, FX Options, Financial Markets, Swaps, Bloomberg, Emerging Markets, Structured Finance, Alternative Investments, Investment Banking, Bonds, Hedge Funds, Equity Derivatives, Market Risk, Electronic Trading, Equities
Education
New York University 1982 — 1987
PhD, Mathematics
Columbia Engineering 1979 — 1981
BS, Applied Mathematics
CIC June 2014 - Present
RBS Global Banking & Markets January 2011 - May 2014
Societe Generale Corporate & Investment Banking March 2007 - December 2010
Barclays Capital April 2005 - March 2007
Deutsche Bank March 2004 - March 2005
Merrill Lynch April 2000 - August 2003
Skills
Interest Rate..., Fixed Income
Education
Baruch College, City University of New York (CUNY) 1996 — 1998
MS
Peking University 1987 — 1991
BS
Royal Bank of Scotland August 2010 - July 2014
RBS Global Banking & Markets May 2008 - August 2010
Bear Stearns June 2007 - May 2008
Skills
Credit Derivatives, Trading, Fixed Income, Derivatives, Capital Markets, Middle Office, Credit, Bloomberg, Investment Banking, Hedge Funds
Education
Columbia University in the City of New York 2003 — 2005
BA, Mathematics & Economics
The TJX Companies, Inc. February 2011 - Present
E&A Solutions 1996 - 2009
RBS Global Banking & Markets April 2007 - December 2008
TJX March 2006 - April 2008
Skills
System Administration, Microsoft Office, Vendor Management, Project Management, Disaster Recovery, Leadership, Business Analysis, Customer Service, Security, Management
Education
Clark University 1994 — 1995
Certificate, Client Server Development
Western New England University 1985 — 1989
BSBA, Marketing, CIS
RBS Global Banking & Markets September 2004 - Present
UBS Investment Bank November 2000 - September 2004
PaineWebber May 1997 - November 2000
US Securities and Exchange Commission September 1992 - May 1997
Drexel Burnham Lambert August 1985 - June 1988
Skills
Securities, Securities Regulation, Hedge Funds, SEC, Dodd-Frank, Securities Litigation, Fraud, Financial Regulation, Securities Lending, Banking Law
Education
Brooklyn Law School 1989 — 1992
JD, Law
Union College 1981 — 1985
BA, History
Kellogg School of Management and Northwestern Law August 2014 - Present
The CIM Group August 2012 - July 2014
RBS Global Banking & Markets August 2010 - May 2012
Merrill Lynch June 2009 - August 2009
Skills
Valuation, Bloomberg, Investment Banking, Capital Markets, Corporate Finance, Equities, Mergers & Acquisitions, Financial Modeling, Fixed Income, Bloomberg Terminal, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Northwestern University School of Law 2014 — 2017
Juris Doctor (J.D.)
Columbia Engineering 2006 — 2010
Columbia University in the City of New York 2006 — 2010
kellogg /
RBS Global Banking & Markets August 2008 - November 2011
RBS Global Banking & Markets June 2007 - August 2008
RBS Global Banking & Markets November 2003 - June 2007
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance and Mgt Info Systems
RBS Global Banking & Markets August 2010 - Present
Swiss Re March 2007 - August 2010
UBS Investment Bank 2005 - 2007
Thomson Financial 2002 - 2005
Thomson Financial/Carson 2000 - 2002
KW Corp 1998 - 2000
Skills
Capital Markets, Derivatives, Investment Banking, Emerging Markets, Middle Office, Treasury, Fixed Income, Settlement, Management, Bonds, Securities, Credit Derivatives, Trading Systems, Financial Markets, CDS
Education
City University of New York-Hunter College 1997 — 2001
RBS Global Banking & Markets January 2008 - December 2008
RBS Global Banking & Markets June 2006 - January 2008
Royal Bank of Scotland Group October 1997 - 2005
Panduit (Europe) Ltd October 1996 - October 1997
Stadtsparkasse Bamberg, Germany 1994 - 1995
Skills
Relationship Management, Investment Banking, Capital Markets, Financial Structuring, Structured Finance, Financial Risk, Credit
Education
Institute of Financial Services 1997 — 2005
Anglia Ruskin University 1992 — 1996
BA (Hons) European Business Administration / International Business (2.1)
Hochschule für Wirtschaft und Recht - Berlin 1992 — 1996
Diplom Kauffrau (FH)
Goldman Sachs August 2013 - Present
RBS Global Banking & Markets 2010 - Present
Skills
Active Directory, Unix, Sybase, Requirements Gathering, Microsoft Exchange, Microsoft SQL Server, Business Analysis, DNS, SQL, Apache, Linux, Technical Support, Windows Server, Networking, Servers, VMware
Education
Allan Hancock College 1990 — 1992
Allan Hancock College
Mizuho Securities USA Inc. April 2015 - Present
RBS Global Banking & Markets August 2005 - April 2015
Education
Amherst College 2001 — 2005
BA, Economics
Balfour Beatty Investments February 2012 - Present
RBS Global Banking & Markets December 2004 - November 2010
Barclays Capital May 1994 - December 2004
Skills
Debt Structuring, Debt Raising, Credit Evaluation, PFI, Public-private..., Infrastructure Projects, Corporate Lending, Loans, Structured Finance, Financial Structuring, Debt Restructuring, Mergers & Acquisitions, Private Equity, Infrastructure, Investment Banking, Public/private..., Due Diligence, Project Finance, Capital Markets
Education
Cass Business School 2002 — 2003
MSc, Insurance & Risk Management
Imperial College London 1986 — 1990
MEng, Electrical Engineering
AIG April 2014 - Present
GE Capital 2012 - April 2014
RBS Global Banking & Markets 2009 - 2012
AIG Financial Products 2001 - 2009
ACSTAR Insurance Company 1998 - 2001
Education
Elon University - Martha and Spencer Love School of Business 1994 — 1998
BS, Accounting
The Association of Professional Engineers and Geoscientists of Alberta (APEGA) April 2015 - Present
PinPoint IT Consultancy June 2014 - December 2014
AxiomSL April 2013 - May 2014
UBS Investment Bank January 2012 - March 2013
RBS Global Banking & Markets May 2011 - January 2012
Parker Hannifin March 2008 - March 2011
House of Fraser April 2006 - March 2008
Skills
Business Analysis, ITIL, PRINCE2, Scrum, Agile Methodologies, Change Management, Project Management, MS Project, Unix, Harbour Resourcing, Oracle SQL, Jira, PMO, HTML, MySQL, Visio, SQL, CSS, MS Project Server 2007, SharePoint 2007 & 2010, User Acceptance Testing, Business Intelligence, PHP, JD Edwards, UML, Time Tracker, SharePoint, ITIL v3 Foundations..., Project Support, Incident Management, Data Analysis, Lotus Notes, Business Objects, Business Process, VBA, Agile Project Management, ERP, SDLC, Business Requirements, Requirements Gathering, Requirements Analysis, Software Documentation, Process Improvement, Analysis
Education
City University London 2003 — 2007
BSc (Hons), Business Computing Systems
Mariner Investment Group, LLC May 2014 - Present
CRT Capital Group June 2009 - March 2014
RBS Global Banking & Markets January 2009 - June 2009
RBS Greenwich Capital July 2005 - January 2009
Skills
Trading, Hedge Funds, Equities, Bonds, Capital Markets, Bloomberg, Derivatives, Financial Markets, Fixed Income, Investment Banking, Structured Products, Options, Swaps, Investments, Interest Rate..., Asset Management
Education
Belmont Hill School 1981 — 1988
Bowdoin College
BS, Economics, Mathematics
Boehringer Ingelheim February 2011 - Present
RBS Global Banking & Markets June 2009 - January 2011
Ophedge Investment Services April 2006 - June 2009
FactSet Research Systems March 2001 - July 2005
Skills
Solaris
Education
Pace University
M.B.A, Information Systems
New York University - Polytechnic School of Engineering
M.S, Computer Science
Boston University 1982 — 1986
B.S; S, Electrical Engineering
H.I.G. Capital July 2015 - Present
Koch Industries May 2014 - August 2014
The Sterling Group August 2011 - August 2013
RBS Global Banking & Markets August 2009 - August 2011
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Bloomberg, Corporate Finance, Equity Research, Capital Markets, Divestitures, Due Diligence, LBO, DCF
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
B.B.A., Finance
RBS Global Banking & Markets September 2011 - Present
Skills
Finance, Financial Analysis, Strategy, Business Development, Corporate Finance, Strategic Partnerships, Strategic Planning, Project Planning, investment banking, DCM, Consulting
Education
Duke University - The Fuqua School of Business 2010 — 2011
MMS/MBA Dual Degree with Seoul National University
Seoul National University 2009 — 2010
MBA
University of Nevada-Las Vegas 2003 — 2005
BS
PlaneLogiX July 2014 - Present
Guggenheim Partners September 2012 - Present
RBS Markets & International Banking May 2012 - September 2012
RBS Markets & International Banking March 2012 - May 2012
RBS Global Banking & Markets September 2011 - May 2012
Kleinfeld Manhattan 2009 - 2012
RBS Global Banking & Markets May 2011 - September 2011
RBS Global Banking & Markets September 2010 - May 2011
Peggotty Investment Club, Connecticut College October 2006 - May 2010
NYC December 2009 - January 2010
Skills
Risk, Financial Risk, Bloomberg, Portfolio Management, Hedge Funds, Investments, Equities, Risk Management, Trading, Finance, Options, Credit Risk, Market Risk, Banking, Bonds, Credit
Education
Connecticut College 2006 — 2010
Bachelor of Arts (BA)
Connecticut College
BA
Institute of Economic
RCDS
RBS Greenwich Capital December 2014 - Present
RBS Global Banking & Markets September 2011 - December 2014
AT&T June 2009 - August 2011
Kale Consultants Ltd July 2008 - June 2009
Skills
Unix - Solaris/RHEL, Brocade, NetApp, 3PAR, Shell Scripting, Symmetrix, Clariion, DMX, Cisco Technologies, VMAX, Virtualization, Storage, Unix, SAN, Enterprise Storage, NAS, Data Center, Linux, Solaris, High Availability, Cluster, Replication, Netbackup, EMC Storage, Veritas Volume Manager, Veritas Cluster Server, HP-UX, Red Hat Linux, AIX, NFS, VMware ESX, Storage Area Networks, NetBackup
Education
Anna University 2001 — 2005
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
P.M.O Lasalle Higher Secondary School 1998 — 2000
Academic, Computer Science
RBS Global Banking & Markets May 2011 - Present
Edward Jones LLLP July 2009 - May 2011
First Data Corporation April 2007 - July 2009
JP Morgan Chase Bank June 2006 - April 2007
TCF National Bank May 2002 - May 2006
Education
University of Denver, Graduate Tax 2007 — 2008
M.T. (Master of Taxation), Master of Taxation
Bethany College 1998 — 2002
B.A, Economics - Finance & Management
RBS GLOBAL BANKING & MARKETS May 2010 - July 2014
WORKED ON BUILDING A MACRO FUND 2006 - 2010
CREDIT SUISSE GROUP January 2005 - June 2006
DRESDNER KLEINWORT WASSERSTEIN 2001 - 2005
MVP OPTIONS TRADING 2000 - 2001
SOCIETE GENERALE 1999 - 2000
JPMORGAN CHASE 1998 - 1999
ZAHR TRADING 1997 - 1998
Skills
Derivatives, Credit Derivatives, Trading, Equities, Market Risk, Commodity, Options, Market Making, Rates, Structured Products, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business
Math Certificate, Master of Science in Computational Finance (MSCF)
Baruch College, City University of New York (CUNY)
MBA, Finance & Investments
Utah State University
BS in Finance, minor in Statistics
China Institute of Metrology
Completed first two years of the 4-year Thermodynamic Engineering program
CSC May 2012 - Present
Euro RSCG Life March 2012 - May 2012
RBS Global Banking & Markets June 2010 - February 2012
Skills
Business Analysis, Project Management, Requirements Analysis, Vendor Management, Integration, IT Strategy, Active Directory, SharePoint, VoIP, IT Management, Data Center, Disaster Recovery, IT Service Management
Education
Boston University 2005 — 2009
BA, Computer Science
American Express March 2015 - Present
American Express May 2012 - March 2015
American Express September 2011 - May 2012
Miller Buckfire June 2010 - August 2010
RBS Global Banking & Markets June 2005 - March 2009
Citi 2002 - 2002
Education
The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Colgate University 2001 — 2005
BA, Political Science
Morrison & Foerster LLP June 2014 - Present
Proskauer Rose LLP May 2012 - July 2012
Appellate Division of the New York Supreme Court, First Judicial Department May 2011 - August 2011
RBS Global Banking & Markets July 2006 - August 2010
Skills
Capital Markets, Corporate Law, Private Equity, Structured Products, Legal Research, Derivatives, Securities Regulation, Due Diligence
Education
New York University School of Law 2013 — 2014
Master of Laws (LL.M.)
Northwestern University School of Law 2010 — 2013
J.D.
Cornell University 2002 — 2006
B.Sc.
RBS Global Banking & Markets February 2003 - December 2013
Nomura August 1994 - February 2002
Skills
Private Equity, Real Estate Economics, Financial Modeling, Credit Analysis, Credit, Mergers, Financial Analysis, Risk Management, Real Estate, Mortgage Lending, Finance, Underwriting, Joint Ventures, Real Estate Transactions, Real Estate Development, Financial Structuring, Investment Banking, Investment Properties, Structured Products, Negotiation, Asset Managment, Securitization, Due Diligence, Asset Management
Education
American International College 1980 — 1982
Bachelor of Science (B.S.), Accounting and Finance
Greenfield Community College 1978 — 1980
Associate of Science (A.S.), Accounting and Business/Management
RBS Citizens March 2014 - Present
RBS Global Banking & Markets July 2009 - March 2014
RBS 2004 - 2009
Fitch Ratings 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Investment Banking, Fixed Income, Capital Markets, Valuation, Financial Modeling, Debt Restructuring, Bloomberg, Leveraged Finance, Bankruptcy, Financial Structuring, Valuation Modeling, Asset Management, Syndications, Special Situations, Underwriting, Hedge Funds, Credit Derivatives, Equities
Education
Bucknell University 1996 — 2000
Bachelor of Arts (B.A.), Economics
RBS Global Banking & Markets IBDBarclays Capital2004 - 2011
Skills
Capital Markets, Corporate Finance, Financial Modeling, Fixed Income, Investment Banking, Valuation
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Citizens Financial Group, Inc. December 2014 - Present
RBS June 2003 - December 2014
RBS Global Banking & Markets 2005 - 2008
RBS Greenwich Capital 2003 - 2005
Fitch Risk March 2000 - June 2003
Societe Generale February 1999 - March 2000
Bankers Trust January 1996 - February 1999
Arthur Andersen September 1990 - January 1996
Education
Binghamton University - School of Management 1986 — 1990
BS, Accounting
RBS Global Banking & Markets October 2008 - October 2011
Morgan Stanley March 2007 - October 2008
Morgan Stanley January 2001 - March 2007
Skills
Options, Hedge Funds, Trading, Currency, Fixed Income, Market Making, Equity Trading, Equities, FX Options, Arbitrage
Education
Boston College
Jefferies July 2014 - Present
EY August 2012 - June 2014
RBS Global Banking & Markets August 2011 - February 2012
Brown Brothers Harriman June 2011 - August 2011
Education
Boston College 2008 — 2012
BS, Finance and Accounting
Numis Securities March 2012 - Present
RBS Global Banking & Markets August 2009 - February 2012
Investec May 2007 - July 2009
Auerbach Grayson 2005 - 2007
UBS 1997 - 2003
S G Warburg 1989 - 1997
Education
Bethany College
Bachelor of Arts (B.A.), Economics