union bank of switzerland
Industry: Investment company
DescriptionUnion Bank of Switzerland was a Swiss investment bank and financial services company located in Switzerland. Successor: UBS Headquarters: Zürich, Switzerland Founded: 1862 Number of employees: 29,100 (1996) Ceased operations: 1998 Predecessor: Bank in Winterthur (est. 1862); Toggenburger Bank (est. 1863)
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union bank of switzerland Employees
Foursquare September 2009 - April 2014
Immersion Corp December 2004 - May 2008
Vindigo, Inc 2000 - 2002
Paragon Software 1996 - 1998
Union Bank of Switzerland 1995 - 1996
Knowledge Engineering Associates 1992 - 1995
Bell Northern Research 1987 - 1989
Skills
Product Management, Mobile Devices, Strategic Partnerships, Start-ups, Mobile Applications, Management, Product Development, Cross-functional Team..., Strategy, Product Marketing, Engineering Management
Education
University of Toronto 1981 — 1987
B.A.Sc, Electrical Engineering
Richard Ivey School of Business 1990 — 1992
MBA
Stockholm School of Economics 1991 — 1991
Institute for International Business
Brightstar December 2013 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2012 - November 2013
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas February 2008 - January 2012
EWSolutions June 2007 - February 2008
Kraft Foods Group July 2002 - June 2007
National Association of Independent Insurers (NAII) January 1997 - June 2002
Sears, Roebuck and Co. July 1986 - January 1997
Union Bank of Switzerland February 1985 - June 1986
Faber Brothers, Inc. July 1983 - February 1985
Skills
Business Analysis, Data Warehousing, Insurance, SQL, Requirements Analysis, Requirements Gathering, Business Process..., Information Governance..., Meta Data Management, Presentations, Enterprise Glossary..., Policy Writing, Process Optimization, Process Flow..., Input Process Output..., Teradata Data Lab..., Full project lifecycle..., Lotus Team Room..., Meta Data Repository..., Requirements Engineering, Solution Delivery..., Project Management, Release Management, Technical Writing, COBOLII, Code Optimization, SQL Optimization, SQL DB2, Stress Testing, User Acceptance Testing, Integration Testing, Training Facilitation, Information Architecture, Information Management, Analytics, Data Classification, Data Quality, IBM Governance Maturity..., Data Modeling, DB2, Relational Data Modeling, Star Schema Modeling, Cross-functional Team..., Mentoring, Hands-on Training, Analytical Skills, Query Writing, Query Optimization, Teradata, Team Leadership
Education
DePaul University 1980 — 1983
Master of Science (MS), with Distinction, Information Systems, 3.9
Lviv Polytechnic National University, Lviv, Ukraine 1975 — 1980
Bachelor of Science (BS), Thermal Engineering, 4.0
Hammond Residential Real Estate September 2015 - Present
Independent Contractor March 2013 - Present
Independent Contractor March 2013 - Present
Investcorp 1990 - 1994
Union Bank of Switzerland 1987 - 1990
Salomon Brothers 1986 - 1987
Skills
First Time Home Buyers, Real Estate, Sellers, Condos, Relocation, Buyers, Referrals, Buyer Representation, Single Family Homes, Listings, Seniors, Luxury, Move Up Buyers, New Home Sales, Townhomes, Vacation Homes, Home Staging
Education
Harvard University
Bachelor of Liberal Arts in Extension, cum laude, Social Sciences
Groom Law Group, Chartered July 2014 - Present
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP October 2013 - July 2014
New England Financial, A MetLife Company August 2012 - May 2013
Union Bank of Switzerland April 2012 - August 2012
American University August 2011 - August 2012
Anne Arundel Community College August 2009 - June 2010
Jack Neil & Associates January 2010 - April 2010
Skills
Personal Finance, Life Insurance, Investment Strategies, Investment Management, Investments, Community Outreach, Financial Analysis, Personal Budgeting, Financial Risk..., Disability Insurance, Long Term Care Insurance, Retirement Planning, Employee Benefits, Sales, Presentations, Networking, Marketing, Communication, Education, Awareness, Drinking Water, Motivation, Running, Creative Problem Solving, Tax, Mutual Funds, Retirement, Fixed Annuities
Education
American University 2010 — 2012
Bachelors of Arts, Law and Society, 3.45
Anne Arundel Community College 2008 — 2010
Political Science, 3.7
Bank of America December 2014 - Present
HSBC May 2014 - Present
HSBC January 2013 - Present
Royal Bank of Scotland September 2012 - October 2012
UBS February 2011 - May 2012
UBS Investment Bank 2007 - 2011
UBS Investment Bank 2001 - 2006
Union Bank of Switzerland 1997 - 2001
Loeb & Loeb LLP 1995 - 1997
Loeb & Loeb LLP 1991 - 1995
Skills
Securities, Corporate Governance, Litigation, Arbitration, Intellectual Property, Employment Law, Securities Regulation, Hedge Funds, Capital Markets, Private Equity, Derivatives, Equities, Financial Risk, Financial Services, FINRA, Dispute Resolution, Commercial Litigation, Corporate Law, Legal Advice, Policy, Financial Regulation, Legal Writing, Banking, Internal Investigations
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
JD, Law
Cottingham High School (Sixth Form), E. Yorkshire, England 1982 — 1984
A-Levels
City National Bank April 2005 - Present
Union Bank of Switzerland February 1981 - May 1986
Skills
Microsoft Office, Team Building, Customer Service, Process Improvement, Team Leadership, Budgets, Management, Microsoft Excel, PowerPoint, Outlook, Human Resources, Microsoft Word, Analysis, Software Documentation, Employee Relations, Financial Analysis, Banking, Data Entry, Payroll, Coaching, Access, Administrative..., Process Scheduler, Risk Management, Administration, Insurance, Time Management, Invoicing, System Administration, Training
Education
Glendale Community College
Santa Rosa Junior College
American Regent September 2013 - Present
Hyundai Motor America April 2013 - September 2013
Hyundai Motor America October 2011 - April 2013
Union Bank of Switzerland June 2010 - August 2010
Skills
Sales, Sales Operations, Marketing Strategy, Marketing, Pharmaceutical Sales, Finance, Account Management, Product Launch, Competitive Analysis, Executive Management, Cross-functional Team..., Customer Satisfaction, Customer Service, Event Planning
Education
Coastal Carolina University 2008 — 2011
Bachelor, Business Administration; Marketing and Management
Pomeroy July 2010 - January 2012
CompuCom August 2008 - June 2010
Unisys September 2003 - July 2008
Perot Systems (now Dell Services) August 1997 - August 2003
Union Bank of Switzerland June 1996 - July 1997
New York University March 1993 - May 1996
Port Authority of NY & NJ May 1990 - February 1993
Skills
Business Process..., Program Management, Strategic Consulting, IT Service Management, IT Strategy, IT Management, ITIL, Governance, Business Analysis, Service Delivery, Vendor Management, Enterprise Architecture, Integration, Outsourcing, Cross-functional Team..., Business Process, Process Improvement, SharePoint, Change Management, Project Management, MS Project, IT Outsourcing, Project Portfolio..., Project Planning, Team Leadership, Business Strategy, Cloud Computing, IT Operations, PMO, Data Center, Professional Services, Management, Risk Management, Business Transformation, Operations Management, Security, ITIL Certified, Service Desk, Contract Management, Business Intelligence, Disaster Recovery, IT Transformation, Team Building, Managed Services, Resource Management, Incident Management, Strategic Planning, Project Delivery, Budgets, Infrastructure
Education
Harvard Business School 2002 — 2003
Certificate, Promoting Innovation and Change
Harvard Business School 2002 — 2003
Certificate, Managing People for Maximum Performance
ITIL Foundation Course 2001 — 2002
Certificate
Fordham University - Graduate School of Business Administration 1994 — 1996
MBA, Information Systems Management and Global Business
Fordham University 1987 — 1990
BA, Economics and Mathematics
AMRI (Albany Molecular Research Inc.) August 2015 - Present
Rensselaer Polytechnic Institute April 2008 - August 2015
Union Bank of Switzerland April 2007 - March 2008
New Mexico Supreme Court September 2006 - February 2007
Daylight Chemical Information Systems January 2003 - August 2006
Sun Microsystems December 2001 - December 2002
Sun Microsystems June 2000 - December 2001
National Center for Genome Resources June 1996 - May 2000
Commtek Communications February 1996 - May 1996
TV Data Technologies July 1993 - February 1996
Skills
Solaris, Data Center, Linux, Virtualization, System Administration, Servers, Unix, Security, IT Management, SAN, Perl, Troubleshooting, Windows, Shell Scripting, Operating Systems, Computer Hardware, Mac OS X, AIX, Apache, Storage, TCP/IP, Bash, High Performance..., VMware, Disaster Recovery, Red Hat Linux, Network Security, IT Operations, Sun, High Availability, MySQL, Storage Area Networks, Cloud Computing, NetApp, Server Architecture, Database Administration, Data Management, NIS, Enterprise Architecture, Technical Documentation, SPARC, Informatics, PHP, FreeBSD, Bioinformatics, iSCSI, Assistive Technology, information system..., OS X, IBM AIX
Education
Clarkson University 1987 — 1990
Honors Degree in Technical Communications, Documentation, Information Systems Management
Rensselaer Polytechnic Institute 1986 — 1987
Electrical Engineering
MetLife September 2013 - Present
Mylan Specialty October 2012 - September 2013
Pershing LLC, an affiliate of BNY Mellon August 2008 - October 2012
Pershing LLC, an affiliate of BNY Mellon July 2007 - August 2008
Pershing LLC, an affiliate of BNY Mellon July 2002 - July 2007
Pershing LLC, an affiliate of BNY Mellon September 2000 - July 2002
Julius Baer September 1998 - August 2000
Union Bank of Switzerland August 1996 - June 1998
Union Bank of Switzerland July 1994 - August 1996
Morgan Stanley 1993 - 1994
Skills
Employee Engagement, Performance Management, Change Management, Organizational..., Leadership Development, Talent Management, Training, Employee Relations, Succession Planning, Leadership, Project Management, Personnel Management, Strategy, Staff Development, Management, Program Management, Analysis, Interviews, Talent Acquisition, Management Development, Workforce Planning, Organizational..., 360 Feedback, Onboarding, Human Resources, Employee Training, Career Development, Recruiting, Workshop Facilitation, Organizational Design, Culture Change, Training Delivery, Coaching, MBTI
Education
Brookdale Community College
Associate of Arts (AA), Social Sciences
Rutgers, The State University of New Jersey-New Brunswick
BA, Communication, General
JPMorgan Chase April 2014 - Present
CIT June 2012 - April 2014
NYSE Euronext October 2011 - June 2012
Goldman Sachs February 2011 - October 2011
Credit Suisse May 2006 - January 2011
Citibank 2001 - 2006
SG Securities 1997 - 2000
UBS 1993 - 1997
Union Bank of Switzerland 1993 - 1996
Salomon Brothers 1990 - 1994
Education
Marist College 1984 — 1986
Bachelor of Business Administration (B.B.A.), International Finance
Long Island University 1987 — 1990
MBA, International Finance
Rowan University 1983 — 1987
Marist College 1983 — 1986
BS, Finance
Rowan University 1982 — 1984
Regeneron Pharmaceuticals, Inc. November 2014 - Present
Union Bank of Switzerland June 2013 - August 2013
Ottimo Pizzeria June 2011 - May 2013
Schenectady Steel Co. Inc June 2012 - August 2012
Sahr’s Foods Co., Inc January 2008 - January 2011
Dom’s Concessions January 2008 - January 2011
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Matlab, Photoshop, Customer Service, Solidworks, Teamwork, Data Analysis, Spanish, Statistics, CSS, HTML
Education
Union College 2011 — 2014
Bachelor of Applied Science (BASc), Bioengineering
Union College
Bachelor of Science, Bioengineering
Manhattan College 2010 — 2011
The Carlyle Group November 2014 - Present
Flat World Education July 2013 - October 2014
Flat World Education, Inc. July 2013 - February 2014
SAP June 2012 - July 2012
Ernst & Young Emerging Leaders Program June 2012 - June 2012
Center for International Business Ethics August 2011 - November 2011
Union Bank of Switzerland June 2011 - August 2011
Harrison Capital Management January 2009 - May 2009
Skills
SAP, Editing, Analysis, Finance, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Social Media, Public Speaking, Team Building, Accounting, PowerPoint
Education
American University - Kogod School of Business 2014 — 2015
Master of Science (MS), Accounting
Elon University 2009 — 2013
BSBA, Finance
University of International Business and Economics
The Beijing Center
Bank of New York Mellon August 1994 - Present
Union Bank of Switzerland 1993 - 1994
Bankers Trust 1993 - 1993
Security Pacific Bank 1983 - 1993
Lundy Electronics 1978 - 1983
Skills
Collateral Management, Securities, Equities, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Mergers & Acquisitions, Banking, Capital Markets, Investments, Trading, Risk Management, Derivatives, Leadership, Finance, Global Custody, Financial Markets, Back Office, Securities Lending, Financial Services, Fund Administration, Software Development, IT Strategy, Foreign Exchange, Investment Banking, Market Data, IT Management, Business Analysis
Education
Adelphi University 1982 — 1986
MBA, Banking and Financial Markets
Adelphi University 1970 — 1976
Bachelor of Applied Science (B.A.Sc.), Research and Experimental Psychology
Harvard Advanced Leadership Initiative December 2014 - Present
Libra Advisors LLC June 2011 - December 2014
PremieRe Insurance Company Limited March 2011 - August 2011
School Year Abroad November 2010 - March 2011
Primus Asset Management October 2009 - November 2010
Everspan Financial Guarantee April 2008 - June 2009
Ambac Financial Group Inc. April 2000 - June 2009
Ambac Assurance UK Limited March 2005 - May 2008
UBS Investment Bank April 1987 - April 2000
Union Bank of Switzerland 1987 - 1997
Education
Stanford University Graduate School of Business 1982 — 1984
MBA, Finance
The George Washington University 1976 — 1978
MA, International Affairs
Connecticut College 1972 — 1976
BA, Philosophy and French
Harvard University
Fellow - Advanced Leadership Initiative
Wells Fargo India Solutions October 2013 - January 2015
TD September 2012 - April 2013
Wachovia, A Wells Fargo Company April 2011 - September 2012
Union Bank of Switzerland 2010 - 2010
Charles Schwab January 2009 - December 2009
Fifth Third Bank June 2006 - December 2008
Skills
Regression Testing, Manual Testing, Quality Center, QTP, Test Planning, HP QTP, Test Strategy, Test Cases, HP Quality Center, System Testing, Business Analysis
Education
Motilal Nehru National Institute Of Technology 2002 — 2006
B. Tech, Computer Science
Guggenheim Partners July 2012 - Present
The Princeton Group April 2012 - July 2012
RBS Securities Inc. May 2008 - April 2012
AYSO 2010 - 2012
QVT Financial LP February 2008 - May 2008
Gravitas Technology January 2008 - May 2008
UBS Investment Bank 1994 - 2007
UBS 1994 - 2007
Perot Systems 1998 - 2006
Union Bank of Switzerland 1994 - 1998
Skills
Trading Systems, Disaster Recovery, Active Directory, Red Hat Linux, Bloomberg, Market Data, Networking, Technical Support, XP, Data Center, ITIL, Trading, Information Technology, Infrastructure, Servers, Unix, User Friendly, Desktop Application..., Vendor Management, Positive Personality, SharePoint, Incident Management, Technical Skillset, Executive Support, VMware
Education
City University of New York-Brooklyn College 1985 — 1991
BS, Computer and Information Science
HSBC Securities (USA) Inc 2005 - Present
Lehman Brothers 2000 - 2005
SG Cowen 1999 - 2000
Union Bank of Switzerland 1996 - 1998
Union Bank of Switzerland 1992 - 1996
Skills
Capital Markets, Trading, Equities, Bonds, Equity Capital Markets, Fixed Income, Client Development, Sales Management, New Business Development, Series 7, Investments, Hedge Funds, Securities, Financial Analysis, Investment Banking, Customer Service, Origination, Customer Relations, Equity Derivatives, Derivatives, Share Repurchase, Syndicate, Relationship Management, Convertible Bonds, Generating Revenue, Leadership
Education
Columbia University - Columbia Business School
MBA, Finance and Management
University of Virginia
BS, Finance, Accounting
SS&C PORTIA June 2014 - Present
Oracle May 2013 - June 2014
Interactive Data Corporation May 2009 - January 2012
Fidelity ActionsXchange June 2007 - April 2009
Interactive Data January 2000 - June 2007
Interactive Data April 1998 - January 2000
Putnam Investments January 1995 - April 1998
John Hancock Life Insurance Company (U.S.A.) 1993 - 1995
Union Bank of Switzerland 1986 - 1989
Skills
Market Data, Reference Data, Corporate Actions, Dividends, Fixed Income, Money Market, Bonds, Salesforce.com, Account Management, Relationship Management, Customer Retention, Customer Service, Long-term Customer..., Problem Solving, Outlook, SaaS, Financial Services, Business Relationship..., Strategic Partnerships, Sales Management, Financial Markets, Strategy, CRM, Product Management, Analytics, Sales, Finance, Management, Mutual Funds, Investments, Forecasting, Securities, Equities, Marketing, Business Analysis, Business Development
Education
Northeastern University - Graduate School of Business Administration 1996 — 1999
MBA
Bryant University 1989 — 1993
BS, Finance
Montville Township January 2015 - Present
Montville Township January 2011 - Present
Phoenix Management Advisors, LLC November 2006 - Present
JPMorgan Chase August 1989 - March 2006
JPMorgan August 1989 - March 2006
Chemical Bank August 1989 - March 2006
The Chase Manhattan Bank August 1989 - March 2006
Union Bank of Switzerland March 1986 - July 1989
Skills
FX, Management Consulting, Hedge Funds, Trading, Options, Investments, Financial Markets, Strategic Planning, Business Strategy, Local Politics, Finance, Foreign Exchange, FX trading, Portfolio Management, Electronic Trading, Financial Services, Hedging, Wealth Management, Investment Strategies, Derivatives, Equities, FX Options, Equity Trading, Investment Banking, Local Government
Education
Lehigh University 1981 — 1985
BS, Finance
Lehigh University - College of Business and Economics 1981 — 1985
BS, Finance
Fabric Confetti, LLC July 2012 - Present
Scottsdale Unified School District September 2004 - May 2012
ViaXpress, Inc January 2000 - January 2003
Union Bank of Switzerland January 1988 - January 1992
American Express January 1985 - January 1987
Bell Laboratories January 1981 - January 1985
Skills
Embroidery, Teaching, Applique, Photoshop, Adobe Illustrator, Bernina Artista Software, Pattern Design, Technical Writing, Painting, Sales, Illustrator, Graphic Design, Drawing
Education
London Business School 1992 — 1994
MBA, Business
Rochester Institute of Technology 1977 — 1981
BFA, medical illustration
Scottsdale Community College 2003 — 2004
Post Bac, Teaching K-12
Royal Bank of Canada (RBC) August 2014 - Present
Loblaw Companies Limited January 2014 - June 2014
Afghan Women Organization May 2013 - August 2013
Sodexo Food Corporation August 2012 - December 2012
Hollins University August 2009 - December 2012
US-Afghan Women Council May 2012 - July 2012
Union Bank of Switzerland January 2012 - January 2012
Union Bank of Switzerland January 2011 - January 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, English, Microsoft Word, Research, Teamwork, Communication, Multi Tasking, Multilingual, Positive Personality, High Energy Level, Community Outreach, Leadership, Event Planning, Critical Thinking, Time Management, High Organizational..., Community Service, Mentoring, Positive Can-do Attitude, Community Engagement, Team Management, Training, Problem Solving
Education
Hollins University 2009 — 2013
Bachelor's Degree, Economics & Business
Slawson & Slawson, Attorneys at Law November 2009 - Present
Capstone Mediation November 2009 - Present
Karen Valentine Slawson, Attorney at Law June 1998 - Present
Jules D. Zalon, Attorney at Law in Copyright and Trademark Law August 1999 - 2014
New York State Supreme Court, County of New York April 2000 - December 2001
Union Bank of Switzerland November 1998 - June 1999
Provo City, Parks and Recreation Department, Provo City Cemetery June 1993 - August 1994
Skills
Strategic Planning, Litigation, Legal Writing, Public Speaking, Alternative Dispute..., Contract Negotiation, Civil Litigation, Mediation, Legal Research, Microsoft Office, Due Diligence, Corporate Governance, Editing, Organizational..., WorkPerfect and Quattro..., E-Discovery Software:...
Education
Brigham Young University—J. Reuben Clark Law School 1994 — 1997
Doctor of Law (J.D.), Law
Brigham Young University
Bachelor of Arts (B.A.), Political Science and Government
Vertafore, Inc. October 2014 - Present
Marine Stewardship Council July 2011 - September 2014
Dendreon March 2011 - June 2011
Angiotech May 2010 - February 2011
Benaroya Capital Company March 2004 - November 2009
Brera Capital Partners April 2000 - March 2004
Stolberg, Meehan & Scano April 1998 - April 2000
Union Bank of Switzerland August 1995 - March 1998
Skills
C-Level Executive..., Office Management, Event Planning, Management, Marketing, Microsoft Office, Outlook, Time Management, Administrative..., Administrative..., Meeting Planning, Event Management, Travel Planning, Research, Project Management, Calendaring, Executive Support, Administrative..., Executive..., Executive..., PowerPoint presentations, Expense Reports, Confidentiality, Minutes, Supply Ordering, WebEx, Bridge Teleconferencing, Nonprofits, Commercial Real Estate, Private Equity, Biotechnology, Computer Sotware, Board of Directors...
Education
Illinois State University
Master of Music, Vocal Performance
Silver Lake College
Bachelor of Music, Studio Music
Washington High School
Diploma, College Prep
Hochtief PPP Solutions North America May 2010 - Present
FGIC 2006 - 2008
Ambac May 2000 - March 2006
Union Bank of Switzerland April 1993 - June 1998
Skills
Project Finance, Structured Finance, Capital Markets, Financial Structuring, Credit Analysis, Public/private..., Infrastructure
Education
Harvard University Kennedy School of Government 1998 — 1999
MPA
Hampshire College
Bachelor of Arts, Political Science and Government
Nuskin Enterprises February 2011 - Present
The Gym Armonk, The Saw Mill Club April 2005 - June 2008
Union Bank of Switzerland 1986 - 1988
Shearson Lehman/American Express 1983 - 1986
Shearson/American Express 1981 - 1983
Skills
excellent multi-tasker, skilled negotiator, inspirational leader, Leadership, Negotiation, Coaching, Entrepreneurship, Customer Service, Team Building, Marketing, Nutrition, Fitness, Marketing Strategy, Public Speaking, Healthcare, Strategic Planning, Retail
Education
SUNY Binghamton 1976 — 1980
BA, Studio art
Trinity Elementary School September 2012 - Present
Trinity Elementary School April 2014 - June 2014
Trinity Elementary School February 2014 - March 2014
Trinity Elementary School December 2012 - June 2013
LIU Hudson at Westchester January 2010 - January 2011
ITG, Inc January 1993 - January 1996
Union Bank of Switzerland January 1990 - January 1993
Salomon Brothers January 1986 - January 1990
Education
LIU Hudson at Westchester
Master of Science, Elementary Childhood and Special Education
Long Island University-Westchester Campus 2006 — 2011
Special Ed
New York University 1990 — 1992
MBA, Finance, Business Mgmt.
New York University
Master of Business Administration, Finance
New York University
Bachelor of Science, Finance and Business Management
Sanno College
Sanno College
OpenPeak November 2012 - Present
Jogonaut, Publisher of OjO Games April 2012 - November 2012
Union Bank of Switzerland June 2006 - September 2006
Skills
Quality Assurance, Scrum, Agile Methodologies, User Acceptance Testing, Software Quality..., SQL, System Testing, Test Cases, Test Planning, Regression Testing, Agile Project Management, Databases, Web Applications, Android SDK, JIRA, Linux
Education
Central Connecticut State University 2008 — 2011
BA, History & Economics
Bed Bath & Beyond July 2013 - Present
GAF August 2012 - June 2013
KPMG LLP June 2010 - August 2012
Hooper Holmes, Inc. January 2007 - January 2010
Shearman & Sterling LLP August 2005 - January 2007
Union Bank of Switzerland June 2004 - August 2005
CheckFree Investment Services October 2003 - June 2004
Skadden, Arps, Slate, Meagher & Flom LLP April 2003 - October 2003
Commerzbank AG October 1995 - October 2002
Bankers Trust August 1994 - September 1995
Skills
Project Management, Software Project..., SharePoint, Agile Project Management, MS Project, PMO Development, PMO set-up, Project Management..., Certified Project..., Process Improvement, Business Process..., Cross-functional Team..., Information Technology, Leadership, Analysis, IT Management, Visio, Vendor Management, Data Analysis, Risk Management, PMP, PMO, Data Warehousing, Project Portfolio..., Quality Assurance, Management, Business Intelligence, ITIL, Change Management, Requirements Analysis, Program Management, Software Documentation, Oracle, Integration, Business Process, Project Planning, Outsourcing, Budgets, SDLC, Databases, ERP, Business Development, Team Leadership, Business Analysis, IT Strategy, Software Development, Resource Management, Requirements Gathering, Data Center, Testing
Education
Columbia University in the City of New York 2001 — 2002
Course work in Database Application Development & Design
Pace University 2000 — 2002
Course work in IS Planning & Policy, IS Project Management, & Structured Systems Analysis
Adelphi University 1984 — 1988
BA, Economics with concentration in Finance & minor in German
Reiman School of Finance in University of Denver September 2011 - November 2012
University of Denver September 2011 - August 2012
Exelis Capital March 2012 - July 2012
Onyx Equity Traders Inc. September 2011 - November 2011
Union Bank of Switzerland June 2011 - August 2011
Patak Trading Partners, LLC. February 2011 - March 2011
Henan Branch of Reanda Public Accountants July 2009 - August 2009
Henan Rural Credit Cooperatives July 2008 - September 2008
Skills
Microsoft Excel, DCF, Alternative Investments, Finance, Asset Managment, Mandarin, Analysis, Financial Modeling, Auditing, Equity Valuation, Forecasting, Business Valuation, Strategic Financial..., Bloomberg, Corporate Finance, Investments, Financial Analysis, Mergers, Equities, Financial Reporting, Banking, Project Planning, Accounting, Due Diligence, Financial Accounting
Education
University of Denver 2010 — 2012
Master, Finance, security investment
Henan University of Technology 2006 — 2010
B.S.B.A.-Accounting, Accounting
NASDAQ OMX October 2008 - Present
OMX July 2002 - October 2008
OMX October 2000 - 2002
Goldman Sachs 1999 - 2000
Deutsche Bank 1998 - 1999
Union Bank of Switzerland 1996 - 1998
Union Bank of Switzerland October 1987 - March 1996
Skills
IT Service Management, Service Delivery, Trading Systems, IT Operations, Incident Management, Change Management
Education
Control Data Institute, Manchester
Fordham University
Penketh High School
Saint Peter's University
LEXCO Wealth Management April 2013 - Present
Fox Lane Sports Boosters Club Inc. March 2009 - Present
Strategies For Wealth July 2012 - October 2012
UBS Investment Bk December 2005 - December 2007
UBS Investment Bk September 2003 - December 2005
UBS Investment Bk June 1998 - September 2003
Union Bank of Switzerland December 1996 - June 2000
Credit Lyonnais, New York, NY September 1991 - December 1996
Marine Midland Bank/HongKong Bank 1989 - 1991
Irving Trust Company 1985 - 1989
Skills
Personal Financial..., Wealth Management, Insurnance "repair", Portfolio Management, Equities, Fixed Income, Credit Risk, Capital Markets, Banking, Derivatives, Investments, Structured Finance, Investment Banking, Risk Management, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1983 — 1984
MBA, Finance
Lake Forest College 1974 — 1978
BA, Economics
The Hotchkiss School 1971 — 1974
Riverdale Country Day School 1967 — 1971
Kimberly.Gilgeours@gmail.com April 2014 - Present
BNY Mellon January 2010 - March 2014
Bank of New York Mellon September 2006 - December 2009
BNY Mellon September 2000 - September 2006
The Bank of New York August 1992 - September 2000
Union Bank of Switzerland October 1988 - November 1991
Skills
SDLC, Risk Management, PMP, Information Technology, Management, Resource Management, Integration, Outsourcing, Project Management, Business Analysis, Process Improvement, IT Strategy, Project Portfolio..., Vendor Management, PMO, IT Management, Compliance, Training, Team Building, Change Management, Incident Management, Collaborative Leadership, Communication Skills, Operating Budgets, Financial Analysis, Forecasting
Education
Hofstra University
Certificate, Health Care Technology
University of Phoenix 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business management
Nassau Community College 1982 — 1985
Associate of Science (A.S.), Computer Science
Organized Transitions, LLC November 2014 - Present
Bank of America 2008 - 2010
Citi 2004 - 2008
Morgan Stanley 1999 - 2004
Maybank Kim Eng 1997 - 1999
Deutsche Bank 1994 - 1996
Clemente Capital 1994 - 1994
Union Bank of Switzerland 1992 - 1994
Barings 1988 - 1990
Clemente Capital 1984 - 1985
Skills
Moving/ Relocations, Downsizing, Closet Organizing, Garages/Attics/Basements, Home Office, Kitchens, Photos and other..., Paper & Electronics, Financial/ Bookkeeping, Time & Task Management, Ebay and Craigslist..., Sales, Coaching, Customer Service, Public Speaking, Management, Marketing, Small Business, Team Building, Social Networking, Time Management
Education
Columbia University in the City of New York
Master's degree, Finance
RH Consulting Services LLC 2014 - Present
Toys R Us 2009 - 2014
Toys R Us 2006 - 2009
Toys R Us 2003 - 2006
Toys R Us 2002 - 2003
Toys R Us 2000 - 2002
Bank of America 1997 - 1999
Union Bank of Switzerland 1995 - 1996
Union Bank of Switzerland 1993 - 1995
Chemical Bank 1992 - 1993
Skills
Merchandising, Retail, Store Management, Visual Merchandising, Inventory Management, Forecasting, Inventory Control, Income Statement, Leadership, P&L Management, Profit, Store Operations, Sales, Merchandise Planning, Pricing, Multi-channel Retail, P&L, Assortment, Purchasing, Product Development, Trend Analysis, Apparel, Retail Sales, Private Label, Loss Prevention, CPFR, Sourcing, Planograms, Supply Chain, Cross-functional Team..., Driving Results, Hiring, Multi-unit, Sales Management, Operations Management, Sales Operations, Budgets, Competitive Analysis, Business Strategy, Negotiation, Management, Global Sourcing, Business Process..., Strategic Planning, Team Leadership, Big Box, Customer Satisfaction, Team Building, Shrinkage, Wholesale
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
National Taiwan Normal University 1996 — 1997
Intensive Mandarin Study
Columbia University in the City of New York 1988 — 1992
Bachelor's degree, Economics
University of Cambridge 1991 — 1991
Economics and Politics
RJ Fisher Group LLC January 2011 - Present
JP Morgan Chase December 2004 - December 2010
Credit Suisse March 1999 - December 2003
J.P. Morgan 1988 - February 1999
Union Bank of Switzerland January 1986 - November 1987
Bankers Trust June 1978 - November 1985
Skills
New Business Development, Business Development, Management, Project Management, Finance, Financial Services, Consulting, Management Consulting, Strategic Planning, Start-ups, Business Analysis, Information Technology, Comparative Market..., Change Management, Real Estate Economics, Web Design, Software Development, Leadership, Strategy, Business Strategy, Process Improvement, Entrepreneurship
Education
Columbia University in the City of New York 1974 — 1978
History, Technology, Project Management, Real Estate Management
TRW May 2014 - Present
HCL Technologies January 2011 - Present
AIG September 2012 - November 2013
Union Bank of Switzerland April 2012 - August 2012
Deustche Bank January 2011 - March 2012
HSBC Global Technology India September 2007 - December 2010
IIC April 2006 - September 2007
Skills
CMMI, Requirements Analysis, SDLC, ITIL, Quality Assurance, Process Consulting, Quality Management, SEPG, IT Service Management, Software Quality..., Business Analysis, PMP, Test Management, Testing, Six Sigma, PMO, Project Management, Software Project..., Management
Education
Manipal Institute of Technology 2000 — 2004
Bachelor of Engineering (B.E.), Electronics and Communication
Sharada PU Collage 1998 — 2000
Kendriya Vidyalaya 1992 — 1998
IES
EagleBank June 2013 - Present
US Bank February 2011 - June 2013
HSBC 2005 - 2007
KeyBank 2000 - 2003
PNC Bank January 1996 - January 2000
Union Bank of Switzerland January 1991 - January 1996
Salomon Brothers June 1988 - December 1991
Skills
Finance, Asset Management, Real Estate, Valuation, Investments, Loans, Real Estate Economics, Due Diligence, Credit, Real Estate Development, Commercial Lending, Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment
Education
Franklin & Marshall College 1984 — 1988
BS
Shipley
Aragain Capital Management September 2009 - Present
EdFinance September 2007 - September 2009
Lehman Brothers 2004 - 2007
U.S. Department of Education 2001 - 2004
JP Morgan 1998 - 2001
Union Bank of Switzerland 1993 - 1998
Education
Massachusetts Institute of Technology 1986 — 1992
PhD
Massachusetts Institute of Technology 1985 — 1986
MS
Massachusetts Institute of Technology 1981 — 1985
BS
Albridge, an Affiliate of Pershing March 2011 - Present
CTTR March 2008 - March 2011
Marsh October 2006 - March 2008
Comings to the Rescue February 2005 - October 2006
Societe Generale December 2000 - February 2005
Brown and Wood February 2000 - December 2000
JP Morgan July 1996 - February 2000
Credit Suisse October 1994 - May 1996
Union Bank of Switzerland October 1993 - October 1994
The Genesis Group August 1990 - October 1993
Skills
Relationship Management, Management, Team Building, Projects, System Design, SDLC, Risk Management, Project Portfolio..., Vendor Management, Business Analysis, Program Management, IT Strategy, Software Project..., Integration, MS Project, Project Management, SharePoint, Software Development, Team Management, SQL, Fixed Income, PMO
Education
Drew University 2004 — 2010
State University of New York at Stony Brook 1985 — 1988
Earth and Space Sciences - Crystallography
State University of New York College at Oswego 1981 — 1985
BS, GeoChemistry/Geology
Corinth Central 1977 — 1981
Regents
American Credit Acceptance August 2015 - Present
Xerox June 2009 - August 2015
Insight Technologies November 2001 - May 2009
Cityspree eCommerce September 2000 - November 2001
Audiovox Corporation August 1996 - September 2000
Union Bank of Switzerland 1995 - 1996
Skills
Strategy, Data Center, Executive Management, Business Analysis, IT Strategy, Virtualization, Training, Servers, Program Management, Project Planning, Access, Management, Networking, Team Building, Process Improvement, Technical Support, Disaster Recovery, Team Leadership, ITIL, Security, Leadership, Sales, Change Management, Project Management, SharePoint, Budgets, SDLC, CRM, IT Operations, Active Directory, Hardware, Entrepreneurship, Vendor Management, Information Technology, Business Process..., Outsourcing, Software Project..., IT Management, Integration, Visio, Enterprise Architecture, Cloud Computing, Business Intelligence, Business Continuity
Education
Columbia University in the City of New York 2005 — 2007
Hofstra University 1996 — 2000
Bachelor of Business Administration (BBA)
Doubleday Publishing / Random House January 1998 - Present
Alpnrock 2007 - 2013
Giorgio Beverly Hills Timepieces 1991 - 1995
Union Bank of Switzerland 1988 - 1991
Union Bank of Switzerland 1988 - 1991
Skills
Editing, Film, Creative Writing, Books, Writing, Fiction
Education
The University of Texas at Austin - Red McCombs School of Business 1986 — 1987
MBA, Finance
Georgetown University 1979 — 1983
Harvard School
GAGA Sports & Entertainment Inc 2012 - Present
Ihance, Inc. 2001 - 2012
Personify 1998 - 2000
Union Bank of Switzerland 1996 - 1998
Skills
SaaS, Marketing Automation, Management, Deal Strategy, Enterprise Technology..., Strategic Partnerships, Web Analytics, Business Development, Software Development, Salesforce.com, Predictive Analytics, Professional Services, Team Leadership, Cloud Computing, Start-ups, Marketing Strategy, Patent Litigation, Mobile Applications, SEO, Product Management, Consulting, Patents, Security, Business Intelligence, E-commerce, Enterprise Software, Scalability, Mobile Devices, CRM, Data Analysis, Lead Generation, Enterprise Solution..., Sales, Sales Management, Sales Operations, Sales Presentations, Patent Prosecution, Business Process..., Business Strategy, Business Analysis, Email Marketing, Institutional Sales, Digital Marketing, Digital Strategy, Online Advertising, Marketing, Public Speaking, Microsoft Office, Social Media, Negotiation
Education
California State University-Chico
Bachelor’s Degree, Finance
Redeemer Lutheran School October 2007 - Present
Union Bank of Switzerland August 1990 - June 1998
Arthur Andersen & Co. September 1989 - June 1990
Skills
Fundraising, Event Planning, Public Relations, Business Travel, Travel Planning, International Travel, Lesson Planning, POP Displays, Advertising, Music Licensing, Curriculum Development, Classroom, Classroom Management, PowerPoint, Microsoft Office, Hospitality Service, Special Education, Elementary Education, Research, Public Speaking, Early Childhood..., Curriculum Design, Tutoring, Educational Leadership, Literacy, Hospitals, Editing
Education
Laguardia Community College 1982 — 1985
Associates in Applied Science, Secretarial/Business
Murry Bergtraum High School for Business Careers 1978 — 1982
General Diploma, Administrative Assistant and Secretarial Science, General
Novick Associates, LLC January 2010 - Present
Interpublic Group of Companies, Inc. December 2001 - December 2009
Foote, Cone & Belding June 2000 - December 2001
Track Data Corporation September 1997 - July 1999
Union Bank of Switzerland January 1996 - August 1997
Union Bank of Switzerland September 1991 - January 1996
Union Bank of Switzerland June 1989 - September 1991
Skills
Business Relationship..., IT Strategy, Relationship Management, IT Management, Project Management, Thought Leadership, Business Transformation, IT Service Management, Governance, Strategy, Vendor Management, Contract Negotiation, SaaS, Business Analysis, Leadership, Data Center, Management, Business Development, Executive Management, Enterprise Software
Education
New York Institute of Technology 1987 — 1989
Bachelor of Science, in Business Administration - Management of Information Systems
Northwestern University 1974 — 1977
School of Speech, Theatrical Design
Meristem May 2011 - Present
University of St. Thomas- MBA 2012 September 2010 - May 2012
Opus School of Business 2010 - 2011
CB Richard Ellis October 2008 - July 2010
Union Bank of Switzerland May 2007 - September 2007
Education
University of Saint Thomas - School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, General
Gustavus Adolphus College 2004 — 2008
BA, Economics- Finance
EPHS
DebtCapMkt Advisors, LLC 2010 - Present
Moody's Investors Service 2000 - 2009
UBS AG 1996 - 1999
UBS Securities Co., Ltd 1995 - 1996
UBS Securities Co., Ltd 1994 - 1995
Union Bank of Switzerland 1989 - 1994
Mellon Bank 1979 - 1989
Skills
High Yield, Leveraged Finance, Fixed Income, Debt, Capital Markets, Investment Banking, Portfolio Management, Structured Finance, Emerging Markets, Banking, Bonds, Securitization, Securities, Trading, Credit, Financial Services, Financial Risk, Options, Loans
Education
Georgetown University 1974 — 1978
BSBA, International Business
Nyenrode Business University 1976 — 1977
Int'l Business, Business Management
New York Life July 2006 - Present
BKF Asset Management January 2003 - July 2006
JP Morgan January 2001 - January 2003
Merrill Lynch September 1994 - April 2000
Union Bank of Switzerland 1993 - 1994
Mitsui OSK Lines 1991 - 1994
AT&T Bell Laboratories 1990 - 1991
Banco Internacional 1989 - 1990
Skills
Websphere, Sybase, SDLC, SOA, UML, Unix, Software Development, Solution Architecture, Web Services, Middleware, ESB, Java Enterprise Edition, Microsoft SQL Server, .NET, Application Architecture, C#, Linux, Hibernate, Oracle
Education
New York University
Post Graduate, Financial Engineering
New Jersey Institute of Technology 1988 — 1990
MS, Computer Science
Andhra University
BNY Mellon May 2010 - Present
IMR Technology Solutions May 2010 - February 2012
JPMorgan Chase June 2008 - October 2009
BEAR, STEARNS & CO. INC January 1999 - June 2008
Union Bank of Switzerland January 1992 - December 1998
SALOMON BROTHERS INC January 1985 - January 1992
Skills
Derivatives, ISDA, Credit Derivatives, Swaps, Interest Rate..., CDS, Equity Derivatives, Securitization, Structured Products, Series 7, ABS, Middle Office, Collateral Management, Product Development, Lotus Notes, Critical Chain Project...
Education
Binghamton University 1980 — 1982
BS, Political Science
SUNY @ Fredonia 1976 — 1978
Clever Devices August 2013 - Present
Clever Devices August 2011 - August 2013
RBC Capital Markets May 2010 - September 2011
Golden Seeds Ventures February 2009 - October 2010
Morgan Stanley 2007 - 2008
Banc of America Securities 1998 - 2007
Union Bank of Switzerland 1993 - 1998
Merrill Lynch 1986 - 1993
Skills
Angel Investing, Venture Capital, Equities, Corporate Development, Private Equity, Investment Banking, Due Diligence, Investor Relations, Mergers, Valuation, Financial Modeling, Investments, Alternative Investments, Start-ups, Corporate Finance, Leadership, Structured Finance, Financial Analysis, Business Strategy, Financial Structuring, Strategy, Entrepreneurship, IPO, Derivatives, Strategic Partnerships, Mergers & Acquisitions, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Lafayette College 1982 — 1986
BA, Economics & Business
Randolph High School
Staton Capital AssociateA.T. Kearney1995 - 1998
Union Bank of Switzerland 1992 - 1994
Skills
Strategy, Venture Capital, Private Equity, Due Diligence, Fixed Income, Mergers & Acquisitions, Corporate Development, Start-ups, Business Strategy
Education
Massachusetts Institute of Technology 1994 — 1996
MBA, Finance, Management Consulting, Venture Capital/Private Equity, Entrepreneurial Studies
Massachusetts Institute of Technology 1994 — 1996
MS, Center for Real Estate (Development, Finance, Strategy)
Harvard University 1987 — 1991
BA, Applied Mathematics
Chubb Insurance June 2012 - Present
Pershing, a BNY Mellon company October 2008 - May 2012
IDT Telecom June 2004 - July 2008
Towers Perrin April 2003 - April 2004
JP Morgan Fleming Asset Management April 1996 - January 2003
Union Bank of Switzerland July 1990 - April 1996
Skills
Project Management, Microsoft Office, Social Media, Event Planning, Analysis, Process Improvement, Time Management, Cost Containment, Human Resources, Executive Calendar..., New Hire Orientations, Sales, Budgets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, International Marketing
National Association of Insurance Commissioners (NAIC) September 2014 - Present
Sidoti & Company, LLC March 2012 - May 2014
Maxim Group November 2011 - March 2012
Cowen and Company August 2010 - October 2011
Sterne Agee August 2009 - July 2010
Argent Funds Group February 2008 - May 2009
McMahan Securities May 2002 - February 2008
Troy Asset Management LLC September 2001 - February 2002
Silverado Capital Management LLC May 1997 - September 2001
Union Bank of Switzerland March 1995 - February 1997
Skills
Hedge Funds, Equity Research, Equities, Fixed Income, Alternative Investments, Capital Markets, Trading, Securities, High Yield, Derivatives, Asset Management, Bonds, Structured Finance, Fundamental Analysis, Portfolio Management, Investments, ETFs, Equity Trading, Valuation, Bloomberg, Convertible Bonds, Series 7, Options, Equity Derivatives, Buy-side, Financial Modeling, Research, Capital Structure, Risk Arbitrage, Convertible Arbitrage, Credit Analysis, FINRA, Institutional sales, Event Driven, Fixed Income Research, Fixed Income Trading, Series 63, Series 24, Series 55, Series 87, Chartered Financial..., Equity Valuation, Relative Value, Financial Markets, Sell Side, Bloomberg Terminal, Investment Management, Special Situations, Small Cap, Equity Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
Finance
City University of New York-Baruch College 1982 — 1987
BBA, Finance and Investments
Bronx High School of Science 1976 — 1980
David Eccles School of Business at the University of Utah June 2014 - Present
PricewaterhouseCoopers September 2007 - 2014
SimplexityMD, Inc. August 2005 - September 2007
Tympany, Inc. June 2001 - September 2005
Gen3 Partners July 2000 - April 2001
Azurix / Waterdesk.com November 1998 - March 2000
Koch Industries, Inc. June 1996 - October 1998
Caity & Abby's Daily Bread June 1994 - July 1996
Union Bank of Switzerland February 1995 - June 1996
JP Morgan & Co. June 1987 - March 1995
Skills
Venture Capital, Healthcare, Medical Devices, Mergers, Strategic Planning, Innovation Management, Product Development, Innovative Thinking, Open Innovation, Mergers & Acquisitions, Entrepreneurship, Strategy, Leadership, Start-ups, Business Strategy, Program Management, Business Planning, Business Development, Financial Modeling, eHealth, New Business Development, Management, Management Consulting, Due Diligence, Corporate Finance, Executive Management, Finance, Corporate Development, Acquisition Integration, Private Equity, Strategic Partnerships, Healthcare Management, Innovation, Healthcare Information...
Education
The George Washington University 2006 — 2009
EdD, Human & Organizational Learning
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
MBA, Finance and Strategy
Brigham Young University 1981 — 1985
BS & BA, Accounting & Asian Studies
Erado June 2014 - Present
UBS January 2014 - June 2014
Macquarie Group April 2013 - December 2013
Larry Goldfarb Consulting October 2010 - March 2013
Compliance11 October 2005 - October 2010
UBS Investment Bank 2000 - 2005
Union Bank of Switzerland 1995 - 2000
Salomon Brothers May 1986 - May 1993
Skills
Start-ups, Product Management, Business Strategy, SaaS, Mergers, Project Management, Marketing Strategy, Leadership, Management, Hedge Funds, Equities, Marketing, Financial Services, Cross-functional Team..., Entrepreneurship, Financial Analysis, Program Management, Mergers & Acquisitions, Securities, Finance, Business Development, Risk Management, Alternative Investments, Investments
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA
The London School of Economics and Political Science (LSE) 1983 — 1984
GD
Hamilton College 1979 — 1983
Bachelor of Arts (B.A.)
Pingry 1971 — 1979
high school diploma
The Cape Cod Five Cents Savings Bank December 2014 - Present
Cape Cod Five December 2012 - December 2014
South Shore Bank March 2012 - December 2012
South Shore Bank September 2010 - March 2012
Union Bank of Switzerland September 2009 - December 2009
Merrill Lynch January 2009 - August 2009
Skills
Credit Risk, Commercial Banking
Education
Boston University - Metropolitan College 2014 — 2016
Master of Science (MS), Banking and Finance
Mount Ida College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Nauset Regional High School 2001 — 2005
Hewlett-Packard February 2015 - Present
McKesson June 2008 - December 2014
Union Bank of Switzerland March 2007 - June 2008
Education
Jawaharlal Nehru Technological University
Bachelor’s Degree
Jawaharlal Nehru Technological University
Bachelor Degree in Electrical and Electronics, Electrical and Electronics Engineering
Lyford Group International Chief investment officerLyford Group InternationalJanuary 2002 - Present
J.P MORGAN CHASE January 2001 - January 2002
SCORPIO FUND ADVISORS, INC January 1997 - January 2001
FUJI BANK January 1996 - January 1997
Union Bank of Switzerland March 1995 - December 1996
Lehman Brothers July 1992 - March 1995
Drexel Burnham Lambert July 1988 - February 1990
Skills
Hedge Funds, Asset Management, Fixed Income, Equities, Portfolio Management, Bloomberg, Derivatives, Financial Markets, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Fund Of Funds, Equity Research
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Boston College 1984 — 1988
Bachelor of Science (BS), Finance, General
Boston College
COLUMBIA BUSINESS SCHOOL
MBA, FINANCE
Oracle July 2013 - Present
Morgan Stanley January 2011 - February 2013
AmberMedia February 2008 - June 2009
Hal Leonard Corporation July 2002 - November 2008
JP Morgan Chase June 2000 - July 2002
Union Bank of Switzerland July 1998 - July 2000
Limelight Editions/Books of the Performing Arts September 1995 - October 1997
Skills
Publicity, Web Content, Digital Strategy, Project Management, Public Relations, Editorial, Content Management, Global Client Management, Team Leadership, Editing, Content Development, Content Strategy, Publishing, Copy Editing
Education
Smith College 1991 — 1993
B.A., History
Carnegie Mellon University 1988 — 1990
RingCentral March 2015 - Present
Red Ventures February 2014 - March 2015
Elon University Office of Admissions October 2011 - May 2014
The Humidor Cigar Lounge June 2010 - August 2013
Union Bank of Switzerland January 2012 - May 2012
Skills
Sales, Sales Prospecting, Networking, Public Speaking, Leadership, Customer Service, Salesforce.com, Entrepreneurship, Social Media Marketing, Time Management, Teamwork, Finance, Fundraising, Higher Education, Social Media, Social Networking
Education
Elon University 2010 — 2014
Business Administration - Entrepreneurship, Business Administration and Management, General
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Genworth April 2015 - Present
NexTech October 2013 - January 2015
James Madison University September 2009 - April 2013
Union Bank of Switzerland June 2012 - August 2012
Kinloch Golf Club May 2010 - June 2012
JMYOU 2012 - 2012
Skills
SQL, Oracle SQL Developer, Oracle Database, Visual Basic, Data Analysis, Operations Management, Microsoft Excel, Entrepreneurship, Social Media, Time Management, Golf, Social Networking, Computer Information..., iMovie, PowerPoint, Teamwork, Computer Repair, SPSS, Management, Critical Thinking, IT Solutions, Managing Database, Facebook, Information Technology, Prezi, Relational Databases, Sports Management, Hardware Installation, Creative Direction, Access Database, Windows Vista, Help Desk Support, Windows XP Pro, Computer Hardware, Computer Science, Event Planning, Software, Computer Maintenance, Computer Security, Google Docs, Qualtrics, OS X
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
James Madison University
Aetna January 1999 - Present
Union Bank of Switzerland April 1994 - April 1998
Roebling of New York 1993 - 1994
Calinoff and Katz 1991 - 1993
Acquatic Recreational Management 1990 - 1991
New Hope Farms 1989 - 1990
Skills
Health Insurance, Health Care Reform, Health Policy, Group Insurance, Insurance, Employee Wellness, Management, Microsoft Excel, Public Speaking, Healthcare, Customer Service, Microsoft Office, Employee Benefits, Utilization Management, Training, Team Building
Education
University of Massachusetts, Amherst 1986 — 1988
Equestrian Science
Mount Ida College 1985 — 1986
Equestrian Science
In Transition January 2015 - Present
Richner Communications, Inc. January 2014 - December 2014
Advanced Allergy & Asthma, PC 2003 - 2010
Republic National Bank of New York 1990 - 1995
Union Bank of Switzerland 1984 - 1988
The Chase Manhattan Bank, NA 1982 - 1984
Skills
Sales, Marketing, Customer Service, Team Building, Social Media, Leadership, Marketing Strategy, Sales Management, Advertising, Publicity, Networking
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Finance
Boston University
Bachelor of Arts (BA), English Language and Literature, General
Retired January 2009 - Present
RBDB Interests. LP January 2003 - January 2009
Ruth Bauer 2001 Management Trust January 2001 - January 2009
Union Bank of Switzerland September 1981 - September 2006
Skills
Management, Investment Management, Investments, Retirement, Teaching, Asset Management, Equities, Wealth Management, Portfolio Management, Hedge Funds, Fixed Income, Securities, Investment Banking, Risk Management, Bonds, ETFs
Education
California State University-Dominguez Hills 1987 — 1988
M.A., Philosophy
University of Houston 1970 — 1974
B.A., English Literature
Johnson & Johnson - DePuy Synthes July 2014 - Present
DePuy Synthes companies of Johnson & Johnson April 2011 - July 2014
Siemens Healthcare 2007 - April 2011
Siemens Healthcare 2004 - 2007
Siemens Healthcare 1999 - 2004
Ernst & Young, IT Consulting 1998 - 1999
Chubb Professional Services 1997 - 1998
H&R Block 1996 - 1997
Union Bank of Switzerland 1995 - 1996
Nationar 1992 - 1995
Skills
Business Intelligence, IT Strategy, Cross-functional Team..., Business Process, Process Improvement, Business Process..., Requirements Analysis, IT Management, Strategy, SDLC, PMP, Visio, Integration, Business Analysis, Project Portfolio..., Change Management, Vendor Management, PMO, ERP, Outsourcing, Program Management, Data Warehousing, ITIL, Process Engineering, Software Development, SharePoint, MS Project, Software Project..., Governance, Healthcare Information..., Sarbanes-Oxley Act, Business Process..., Acquisition Integration, Contract Negotiation, Mobile Applications, Mobile Technology, Software Documentation, Quality Assurance, Management, Project Management, Leadership, Medical Devices
Education
Carnegie Mellon University - Tepper School of Business 1983 — 1987
Bachelor of Science, Industrial Management
SS&C GlobeOp Financial Services June 2008 - Present
Lehman Brothers May 1996 - March 2008
ING August 1995 - May 1996
Lehman Brothers January 1994 - August 1995
Internet Systems December 1990 - December 1993
Management Technology, Inc. September 1989 - December 1990
Union Bank of Switzerland June 1985 - September 1989
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Equities, Project Management, Collateral Management, Website Development
Education
New York University 1987 — 1991
Business Administration - Masters level (non-degree)
University of Pennsylvania 1984 — 1986
M.A., Germanic Studies
Loyola University Maryland 1980 — 1984
B.A., German Language, Sciences
Ludwig-Maximilians Universität München 1982 — 1983
Germanic Studies
DaVinciTek April 2015 - Present
Celgene September 2013 - March 2015
Millennium Partners March 2001 - July 2013
Greenwich Capital October 1999 - March 2001
JPMorgan Chase 1999 - 2001
Union Bank of Switzerland April 1996 - November 1997
The Mount Sinai Hospital June 1995 - April 1996
Skills
Trading Systems, Fixed Income, Market Data, Disaster Recovery, Vendor Management, Equity Derivatives, Data Center, Electronic Trading, Infrastructure, Derivatives, Financial Markets, Management, Bloomberg, Hedge Funds, Low Latency, Prime Brokerage, Portfolio Management, Equity Trading, Integration, Equities, Investment Banking, IT Strategy, Options, Statistical Arbitrage, Enterprise Architecture, Trading, Middle Office, Asset Management, Business Analysis, Capital Markets, Alternative Investments
Education
City University of New York-Brooklyn College 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Juvenile Bipolar Research Foundation August 2008 - November 2013
Union Bank of Switzerland August 1996 - December 1998
UBS Securities LLC August 1995 - August 1996
Skills
Board Relations, Higher Education, Fundraising, Strategic Planning, Non-profits, Financial Modeling, Public Speaking, Staff Development, Strategy, Business Strategy, Budgets, Nonprofits, Grant Writing, Research, Philanthropy, Leadership, Community Outreach, Event Planning, Analysis, Finance, Grants, Entrepreneurship, Marketing, Program Development
Education
Smith College 1986 — 1990
B.A., Economics, French Literature
University of Geneva 1988 — 1989
Third World Economics
Columbia University - Columbia Business School 1993 — 1995
mba, finance
Fairfield University 2013 — 2015
Master's degree, Clinical Mental Health Counseling/Counselor
Rocky Mountain Chinese School 2002 - Present
Fun With Mandarin 2005 - Present
Alexander Dawson School August 2010 - July 2014
Chinese For Families 2000 - 2012
Eastern Sun Academy 2008 - 2010
Cercone Learning 2000 - 2010
Superior Elementary School 2002 - 2008
Better Chinese 2000 - 2004
Union Bank of Switzerland 1992 - 1997
Skills
Curriculum Design, Lesson Planning, Literacy, Tests, Teaching, ESL, Teaching English as a..., Chinese, Curriculum Development, Tutoring, Public Speaking, Instructional Design, Nonprofits, Intercultural..., Fundraising, Teacher Training, Mandarin, Research, Coaching, Educational Leadership, Language Teaching, Classroom, Foreign Languages, Editing, Secondary Education, Higher Education, Staff Development, Early Childhood..., Curriculum Mapping, Teaching Writing, International Education, Elementary Education, Classroom Management, E-Learning, Educational Technology, Instructional Technology, Adult Education, College Teaching, Grant Writing, Japanese, Backwards Design, Curriculum Assessment, TEFL, ELL, Proofreading, K-12, Faculty Development, Data Driven Instruction, Teacher Evaluation, Educational Research
Education
University of New England 2009 — 2011
Master's Degree, Master's in Literacy
Peking University 1992 — 1995
Chinese Law
National Taiwan University 1993 — 1994
Mandarin Langauge
Middlebury College 1992 — 1992
Linguistic, Comparative, and Related Language Studies and Services
Chadron State College
The University of Hong Kong
The University of South Dakota
University of Colorado Boulder
University of Nebraska-Lincoln
University of the Pacific
TD Bank Group October 2006 - Present
Bank of Montreal April 2006 - September 2006
TD Bank Group May 2004 - March 2006
CIBC Mortgages November 2002 - May 2004
Bank of Montreal June 2001 - October 2002
Sofine Software Services January 1999 - May 2001
Accenture Consulting June 1997 - December 1998
Union Bank of Switzerland July 1996 - September 1996
Tata Unisys (now known as Tata Consultancy Services) January 1989 - September 1995
Tata Electric Co June 1988 - December 1988
Skills
Market Risk, Basel II, Credit Risk, Capital Markets, Program Management, Project Management, Information Technology, Financial Risk, Risk Management, SDLC, Portfolio Management, Banking, PMP, Finance, PMO, Business Analysis, Derivatives, Project Portfolio..., Financial Services, Vendor Management, Software Project..., Enterprise Risk..., Retail Banking, IT Strategy, Project Delivery, Business Process..., Change Management, Internal Audit, Requirements Analysis
Education
London Business School 1995 — 1997
MBA, Finance
University Of Bombay 1984 — 1988
Bachelors, Computer Science
Wilmington Trust, New York August 2012 - Present
Wilmington Trust 2007 - 2012
Union Bank of Switzerland May 1988 - April 1998
J.P. Morgan March 1972 - July 1988
Skills
Wealth Management, Asset Managment, Investment Advisory, Wealth Management..., Mutual Funds, Estate Planning, Portfolio Management, Financial Services, Equities
Education
Lake Forest College 1966 — 1970
BA, American Civilization
The Taft School 1962 — 1966
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
Honorable Robert E. Gerber, U.S. Bankruptcy Court, S.D.N.Y. May 2015 - August 2015
Wilson Elser June 2014 - August 2014
University at Buffalo Investment Fund September 2013 - May 2014
Paramax Corporation September 2013 - January 2014
Wilson Elser June 2013 - August 2013
Union Bank of Switzerland May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Windows, Mac, PowerPoint, English, Golf, Microsoft Word, Outlook, Social Media, Investments, Mergers & Acquisitions, Research
Education
Brooklyn Law School 2014 — 2017
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
SUNY at Buffalo 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Lawrence High School 2006 — 2010
Wells Fargo March 2014 - Present
AppleOne October 2012 - March 2014
Catskills Research Company August 2012 - February 2014
Citigroup February 2011 - October 2012
Citigroup Global Markets, Inc. March 2010 - February 2011
Citigroup Global Markets, Inc. January 2008 - March 2010
Citibank December 1998 - December 2007
Citibank August 1995 - November 1998
Union Bank of Switzerland October 1994 - June 1995
Sumitomo Bank Capital Markets February 1994 - October 1994
Skills
Financial Risk, Trading Systems, Interest Rate..., Quantitative Finance, Structured Products, Derivatives, FX Options, Credit Derivatives, Fixed Income, Hedge Funds, Market Risk, Mathematica, C++, CUDA, OpenMP, Perl, Python, Oracle SQL, Sybase SQL Anywhere, Platform Symphony, Commodity Derivatives, Symphony, Quantitative Analytics, Trading, Swaps, Bloomberg, Risk Management, Portfolio Management, Equities, Valuation, Hedging, Credit Risk, Bonds, VAR, Equity Derivatives, Electronic Trading, Financial Markets, Commodity, Quantitative Investing, Capital Markets, Analytics, Market Data, Distributed Systems, Unix
Education
New York University 1983 — 1994
PhD, Computer Science
Carnegie Mellon University 1980 — 1983
B.S., Mathematics
University of Virginia 1977 — 1979
Undergraduate
Schneider Electric March 2013 - Present
Intuit June 2011 - March 2013
Zend Technologies February 2010 - June 2011
Microsoft June 2005 - December 2009
Grand Central Communications (acquired by Google) June 2004 - June 2005
webMethods (acquired by Software AG) January 1999 - January 2004
Tata Consultancy Services July 1999 - September 1999
Dresdner Kleinwort Benson (Investment Bank), acquired by CommerzBank July 1997 - July 1999
Union Bank of Switzerland September 1995 - July 1997
NIIT Software Exports December 1994 - August 1995
Skills
SaaS, Cloud Computing, Oracle, Integration, SOA, Strategy, E-commerce, ERP, Product Management, Program Management, Competitive Analysis, Software Development, Microsoft SQL Server, Java, Enterprise Software, Management, XML, Web Services, Project Management, Middleware, Training, Solution Architecture, Product Development, Business Intelligence, HTML, Marketing, Agile Methodologies, Business Strategy, Go-to-market Strategy, Enterprise Architecture, Quality Assurance, Open Source, Recruiting, PHP, Networking, C++, Servers, Windows Azure, Cloud Applications, Continuous Delivery
Education
University of Washington 2011 — 2013
Master's Degree, Applied Mathematics
Northwestern University - Kellogg School of Management 2007 — 2007
Executive Education, Competitive Strategy
Devi Ahilya Vishwavidyalaya 1992 — 1995
Masters, Computer Applications
Delhi University 1989 — 1992
B.Sc;, Mathematics (Hons)
MSCI Inc. March 2014 - Present
Google February 2007 - February 2014
New York CTO Club January 2006 - December 2007
Morgan Stanley April 1997 - January 2007
UBS August 1995 - March 1997
Union Bank of Switzerland 1995 - 1997
Morgan Stanley June 1992 - July 1995
IBM T. J. Watson Research Center 1978 - 1992
IBM Research 1978 - 1992
IBM 1978 - 1992
Skills
Photography, Scalability, Software Development, Product Management, Linux, Java, Architecture, Integration, Project Management, Open Source, Cloud Computing, Computer Security, Document Management
Education
Carnegie Mellon University 1982 — 1984
PhD
Carnegie Mellon University 1981 — 1982
MS
Caltech 1972 — 1976
BS
Burns Buick GMC 2013 - Present
Red Bank Capital, LLC 1995 - Present
Atlantic Solar Capital Management,LLC 2009 - October 2012
Oppenheimer & Co. 1990 - 1995
Prudential Securities 1985 - 1990
Union Bank of Switzerland 1982 - 1985
Skills
Venture Capital, New Business Development, Private Equity, Cleantech, Renewable Energy, Solar Energy, Alternative Energy, Start-ups, Investments, Strategic Planning, Business Development, Mergers & Acquisitions, Strategy, Business Strategy, Mergers, Project Finance, Marketing Strategy, Equities, Management
Education
Fordham University
BS, marketing
WinMill Software June 2008 - Present
King Kullen Grocery Co., Inc. March 2005 - June 2008
Nassau Community College September 2001 - March 2005
Interactive Consortium July 2000 - March 2001
Rare Meduim August 1999 - October 1999
Agency.com July 1998 - April 1999
IKON-Concordance Technologies September 1997 - July 1998
Legal Information Technology July 1996 - September 1997
Legal Information Technology 1996 - 1997
Union Bank of Switzerland May 1995 - August 1995
Skills
New Media, Databases, HTML, Web Development, Java, SQL, JavaScript, Project Management, Microsoft SQL Server, Agile Project Management, Programming, XML, Cloud Computing, Virtualization, Database Design, C#, Requirements Analysis, Mac OS X, CSS, IT Strategy, ASP.NET
Education
City University of New York-Queens College 1993 — 1995
BA, Computer Science
Nassau Community College 1991 — 1993
AS, Computer Science
Independent IT Consultant March 1996 - Present
J.P. Morgan Asset Management 2008 - 2012
Societe Generale 2003 - 2008
Rabobank 2000 - 2003
Societe Generale 1998 - 2000
Union Bank of Switzerland 1996 - 1998
Quest Diagnostics 1991 - 1996
Quest Diagnostics 1991 - 1996
Quest Diagnostics 1991 - 1996
Quest Diagnostics 1991 - 1996
Skills
PMO, Back Office, Fixed Income, Trading Systems, Business Analysis, database management, User Interface, User Relationships, Customer Relationships, Technology, SQL, Multi-Tier Architecture, Technology Solutions, IT Solutions, Cross Functional..., Project Management, Team Building, Crisis Management, Disaster Recovery, Data Analysis, Database Design, Problem Solving, Problem Analysis, Managing User..., User Expectations, Critical Thinking, Team Leadership, Leadership, Oral & Written..., Software, Operating Systems, Hardware, Vendor Products, Middleware, Databases, DBMS, SUNFIRE, SOLARIS, C, Bloomberg, SYBASE, SDLC, Banking, Prime Brokerage, Trading, FX Options, Financial Risk, Electronic Trading, Sybase, Financial Services
Education
Long Island University, C.W. Post Campus
B.S., Business Management/Economics
Grumman Data Systems Institute
Diploma, Computer Science
Microsoft November 2012 - Present
No Agenda Show March 2015 - March 2015
Microsoft February 2012 - November 2012
Microsoft April 2010 - February 2012
Microsoft January 2007 - April 2010
Microsoft May 2005 - January 2007
Microsoft September 2000 - May 2005
Microsoft March 1998 - September 2000
Nestle January 1997 - February 1998
Union Bank of Switzerland July 1996 - October 1996
Skills
Business Development, Microsoft SQL Server, Integration, Online Services, Security, Mobile Devices, Software Project..., E-commerce, Product Development, Databases, Product Planning, Product Management, Program Management, Management, Cloud Computing, Software Engineering, Quality Assurance, SaaS, Strategy, Business Intelligence, Testing, SDLC, Strategic Partnerships, Architecture, Software Development, Distributed Systems, Mobile Applications, Leadership, Enterprise Software, Agile Methodologies
Education
HKUST Business School 2009 — 2010
EMBA
Northwestern University - Kellogg School of Management 2009 — 2010
EMBA, EMBA
Taylor University 1984 — 1988
BA, Computer Science/Artificial Intelligence
New York Mercantile Exchange April 2003 - April 2006
New York Mercantile Exchange June 2002 - March 2003
New York Mercantile Exchange April 2001 - May 2002
Morgan Stanley October 1999 - March 2001
Morgan Stanley 1996 - 2001
Morgan Stanley November 1996 - October 1999
Union Bank of Switzerland January 1990 - May 1996
Skills
Bonds, Capital Markets, Commodity, Derivatives, Financial Risk, Energy, Management, Options, Risk Management, Swaps, Trading
Education
Fordham University 1985 — 1988
Bachelor of Arts (BA), Economics
Fordham University 1984 — 1988
BA, Economics Major Economic; strong; Finance
Alzheimer's Association® September 2014 - Present
Financial Services March 2014 - Present
Park Street Financial Group September 2013 - March 2014
EDS eBreviate November 2000 - April 2002
Online Resources July 1999 - November 2000
Thomson Financial January 1997 - July 1999
Wachovia Securities, LLC July 1995 - January 1997
Yamaichi Securities July 1993 - December 1994
Union Bank of Switzerland June 1992 - July 1993
Salomon Brothers June 1990 - June 1992
Skills
Program Management, Business Development, Finance, Professional Services
Education
Virginia Commonwealth University 2015 — 2019
Master’s Degree, Clinical/Medical Social Work
Barnard College 1986 — 1990
B.A., Economics
Awasthi Capital / Personal Investments 2006 - Present
Lehman Brothers January 2004 - December 2005
Lehman Brothers 1998 - 2003
Union Bank of Switzerland 1996 - 1998
PaineWebber 1993 - 1996
Skills
Hedge Funds, Management Consulting, Relative Value, Mutual Funds, Strategy, Emerging Markets, Finance, Private Equity, Business Strategy
Education
Tulane University 1988 — 1990
Master of Business Administration (MBA)
Indian Institute of Management, Ahmedabad 1985 — 1987
Post Graduate Diploma in Management
St. Xavier's College, University of Bombay 1982 — 1985
Bachelor of Arts (B.A.), Economics
Mount Kisco Medical Group July 2008 - Present
Private Internet Startup May 2004 - June 2008
Allen & Associates November 2001 - April 2004
IQ Financial Systems May 2001 - October 2001
UBS July 1996 - April 2001
SunGard Capital Markets January 1991 - July 1996
Union Bank of Switzerland December 1986 - December 1990
BP Finance February 1986 - December 1986
Arthur Young May 1983 - February 1986
Hovland Business System (Reuters subsiduary) May 1982 - April 1983
Skills
Vendor Management, EHR, Project Management, NextGen, EMR, Integration, HL7, Software Documentation, Healthcare Information..., HIPAA, ITIL, Team Leadership, Management, Microsoft SQL Server, Quality Assurance, Databases, Software Project..., Health Information..., SDLC, System Administration, Healthcare, Visio, SharePoint, Process Improvement, Information Technology, Technical Support, Program Management, Business Intelligence, Crystal Reports, IT Strategy, IT Management, SQL, Data Warehousing, Software Implementation, Systems Analysis, Business Process..., T-SQL, PMP, MS Project, Enterprise Architecture, Business Analysis, Project Portfolio..., Requirements Analysis, SSRS, Business Process, Data Migration, Requirements Gathering, Access, PMO, Disaster Recovery
Education
Lancaster University 1977 — 1978
MA, Operations Research
Sheffield University 1974 — 1977
BA, Business Studies
UBS March 2005 - Present
UBS Financial Services March 2005 - Present
Union Bank of Switzerland 2005 - Present
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MBA, Finance and Investments
City University of New York
UBS Investment Bank 1997 - 2007
UBS Investment Bank 1997 - 2007
Union Bank of Switzerland 1997 - 1999
Education
Brandeis University 1982 — 1986
Toyota Motor Sales 2008 - Present
Mahindra Satyam December 2004 - May 2008
International Finance Corporation November 2006 - March 2008
Macquarie Bank December 2004 - July 2006
Union Bank of Switzerland November 2002 - December 2004
Perot Systems 2002 - 2004
Silverline Technologies December 1996 - October 2002
First Data Merchant Services February 2000 - February 2002
Education
Devi Ahilya Vishwavidyalaya 1992 — 1994
M.Sc, Computer Science
Andhra University
MUFG Union Bank, NA August 2014 - Present
KOOLEN PARTICIPAÇÕES LTDA. 2013 - 2014
Deutsche Bank 2007 - 2011
Moody’s Eastern Europe LLC 2006 - 2007
Moody's Investors Service 2002 - 2006
Moody's Investors Service 2000 - 2002
Union Bank of Switzerland 1996 - 1999
Union Bank of Switzerland 1993 - 1996
Skills
Securitization, Residential Mortgages, Credit Risk, ABS, Structured Finance, Risk Management, Portuguese, Due Diligence, Derivatives, Loans, Credit, Capital Markets, Fixed Income, Restructuring
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA, Int'l Economics / US Foreign Policy
Cornell University 1983 — 1986
BA, Government
Robert W. Baird 1997 - Present
Union Bank of Switzerland 1987 - 1997
Continental Illinois National Bank 1982 - 1987
Skills
Series 7, Investments, Equity Research, Equities, Banking, Management, Portfolio Management, Hedge Funds, Capital Markets, Asset Management, Securities, Bloomberg, Private Equity, Valuation, Investment Management, Fixed Income, Series 63, Investment Banking, Alternative Investments, Asset Allocation, Mutual Funds, Equity Valuation, Equity Trading, Investment Strategies, Wealth Management
Education
Denison University 1977 — 1981
Brevan Howard January 2011 - October 2012
Scotiabank December 2009 - December 2010
Citibank September 2007 - September 2009
Union Bank of Switzerland March 2001 - September 2007
Morgan Stanley November 1997 - March 2000
Skills
Derivatives, Capital Markets, Fixed Income, Investment Banking, FX Options, Equities, Trading Systems, Interest Rate..., Portfolio Management, Trading, Structured Finance, Equity Derivatives, Asset Management, Options
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1997
Master of Science (M.S.), Business Administration and Management, General
Indian Institute of Technology, Delhi 1989 — 1993
BTECH, Mechanical
Kohl's April 2013 - Present
Infosys November 2012 - April 2013
Harley-Davidson Motor Co. April 2004 - October 2012
Harley-Davidson Motor Company September 2000 - April 2004
Harley-Davidson Motor Company June 1997 - September 2000
Allied Computer Group October 1996 - December 1997
Union Bank of Switzerland January 1992 - April 1996
IBM Asia Pacific May 1991 - January 1992
Obun June 1990 - May 1991
US Navy June 1984 - June 1990
Skills
Cisco Technologies, Cisco Wireless, Wireless Security, Cisco VPN, Cisco IOS, Cisco Routing &..., Wireless LAN Controller, Cisco Firewall Security, VoWLAN, Disaster Recovery, Security, Active Directory, Troubleshooting, Cisco Routers, LAN-WAN, Networking, Switches, TCP/IP, VPN, VoIP
Education
Cardinal Stritch University 2002 — 2010
BMIT
The Depository Trust & Clearing Corporation August 2014 - Present
DTCC September 2008 - Present
Merrill Lynch November 1999 - August 2008
Bank of America August 1998 - November 1999
Union Bank of Switzerland May 1997 - August 1998
Price Waterhouse 1988 - 1997
Skills
Enterprise Risk..., Corporate Governance, Internal Audit, Compliance, Audit, Ethics, Change Management, Financial Audits, Auditing, Financial Risk, Risk Management, Internal Controls, Investment Banking, Governance, Leadership, Business Process...
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Strategic Management
Miami University 1984 — 1988
Bachelor of Science in Business, Accounting and Finance
W T Woodson High School 1980 — 1984
MCS Family Wealth Advisors September 2004 - Present
Rotary Club 2014 - 2015
Lutheran Volunteer Corps August 2013 - 2015
FPA of Central Oklahoma 2013 - 2015
Oklahoma City Estate Planning Council December 2012 - 2015
Post Advisory Group 2003 - 2004
Bradford & Marzec, Inc October 1998 - March 2003
Peace Corps September 1995 - September 1998
Bradford & Marzec, Inc. September 1994 - September 1995
Union Bank of Switzerland September 1989 - September 1994
Skills
Wealth Management, High Net Worth..., Retirement Planning, Financial Planning, Wealth Management..., Intergenerational..., Investment Management, Strategic Financial..., Asset Management, Estate Planning, Investment Advisory, Financial Advisory, Investments, Retirement, Wealth, Securities, Retirement Income..., Pensions, IRA's, Personal Finance, Risk Management, Operations Management, Compliance, Rural Community...
Education
Saint John's University - Peter J. Tobin College of Business 1992 — 1994
Master of Business Administration (MBA), International Finance
California State University-Fullerton 1982 — 1987
B.A., International Business / German
Villa Park High School 1979 — 1982
Family School
Bass Brothers Trading November 2012 - Present
Capital Tactics Investments January 2009 - January 2012
Newcastle Capital Management July 2006 - November 2008
Sagamore Hill Capital Management March 2004 - June 2006
Q Investments March 2000 - March 2004
UNION BANK OF SWITZERLAND AG July 1998 - September 1999
Union Bank of Switzerland September 1995 - June 1998
Union Bank of Switzerland January 1993 - September 1995
Skills
Hedge Funds, Financial Analysis, Investments, Financial Modeling, Fixed Income, Equities, Valuation, Derivatives, Portfolio Management, Securities, Trading, Due Diligence, Restructuring, LBO, Bonds, Mergers & Acquisitions, Special Situations
Education
Université Paris Dauphine 1991 — 1992
DESS 203 - Master of Sciences, Finance
The University of Texas at Austin - Red McCombs School of Business 1991 — 1991
MBA, Finance Concentration, 3.75 GPA
Ecole de Management de Lyon 1987 — 1990
Bachelor of Business Administration (BBA), Finance
Independent Consultant 2011 - Present
Merrill Lynch 2000 - 2010
Quixi 2000 - 2000
Credit Suisse First Boston 1997 - 2000
Union Bank of Switzerland 1996 - 1997
Charles Schwab 1994 - 1996
Weiss Peck & Greer 1993 - 1994
ESPN 1992 - 1993
Skills
Enterprise Architecture, IT Strategy, Application Architecture, Vendor Management, Solution Architecture, IT Management, SDLC, Disaster Recovery, Business Continuity, Software Project..., ITIL, Integration, Data Center, Business Analysis, Cloud Computing, SOA, Information Technology, PMP, Security, Unix, IT Operations, IT Service Management, Leadership, Virtualization, Information Security, Infrastructure, Enterprise Software, Governance, Information Security..., PMO, Solaris, Software Development, Business Intelligence, Pre-sales, Professional Services, Outsourcing, High Availability, Data Warehousing, Network Security, System Architecture, SaaS, Project Portfolio..., Requirements Analysis, Architectures
Education
Capitol College 2003 — 2005
Network Security
Columbia University in the City of New York 1987 — 1989
Computer Sciences
Bloomsburg University of Pennsylvania 1981 — 1985
Physics and Mathematics
UBS AG June 1998 - Present
Union Bank of Switzerland July 1983 - June 1998
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Trading Systems, Risk Management, Finance
Education
Franklin & Marshall College
Fidelity Investments October 2011 - Present
Fidelity Investments May 2009 - September 2011
Fidelity Investments May 2007 - November 2008
Fidelity Investments July 2006 - May 2007
Fidelity Investments August 2003 - June 2006
Fidelity Investments January 2002 - July 2003
Fidelity Investments May 2000 - December 2001
Fidelity Investments March 1998 - May 2000
Self-Employed September 1996 - March 1998
Union Bank of Switzerland May 1996 - September 1996
Skills
Mutual Funds, Analysis, 401k, Strategic Financial..., Investments, Finance, Risk Management, Financial Services, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
MBA, Finance
Harvard University 1986 — 1990
Bachelor's Degree, Economics
Siemens Financial November 2014 - Present
Deutsche Bank February 2014 - November 2014
Wells Fargo April 2012 - February 2014
Credit Suisse September 2007 - January 2012
Deutsche Bank 1998 - 2007
Union Bank of Switzerland June 1988 - June 1998
Skills
Loans, Syndications, Leveraged Finance, Excel, Investment Banking, Middle Office, Banking, Portfolio Management, Capital Markets, Business Analysis, Product Control, Change Management, Back Office, Project Management
Education
City University of New York-Baruch College 1983 — 1987
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
G4 Decor LLC October 2009 - Present
Louis Maslow II, Esq October 2004 - Present
TDS, LLC May 1997 - October 2008
Union Bank of Switzerland December 1996 - May 1997
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 1996 - December 1996
Sullivan & Cromwell LLP August 1995 - September 1996
Skills
Litigation, Civil Litigation, Commercial Litigation, Wills, Real Estate, Mediation, Legal Research, Corporate Law, Licensing, Business Strategy, Negotiation, Outsourcing, Due Diligence, Mergers & Acquisitions, Contract Negotiation, Contract Management, Data Privacy, Compliance, Regulatory Affairs, Start-ups, Technology Transfer, Executive Management, Entrepreneurship, Business Development, Business Analysis, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2008
Master of Science (MS), Sciece and Technology Commercialization
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance
Albany Law School of Union University 1992 — 1995
Doctor of Law (JD), Law, Top 15%
Cornell University 1988 — 1992
Bachelor of Science (BS), Labor and Industrial Relations, 3.2
Citigroup August 2007 - Present
Citigroup July 2005 - August 2007
Union Bank of Switzerland October 1993 - August 1998
Lehman Brothers July 1988 - October 1993
Dean Witter October 1986 - July 1988
Skills
Series 7, FINRA, Fixed Income, Mutual Funds, Securities, Trading, Finance, AML, Compliance, Financial Risk, Equities, Wealth Management, Portfolio Management, Investments, Asset Management, Financial Services
Education
New York College of Health Professions 1998 — 2000
AOS, Massage Therapy
St. John's University 1982 — 1986
BS, Finance
Alvarez & Marsal January 2013 - Present
First New York Securities October 2010 - December 2012
Federal Reserve Bank of New York March 2009 - October 2010
Morgan Stanley July 2003 - December 2008
Merrill Lynch & Co., Inc. 2001 - 2003
DLJ 1999 - 2001
CSFB / Credit Suisse 1996 - 1999
Union Bank of Switzerland 1994 - 1996
Education
Fordham University School of Law 1987 — 1991
JD, Juris Doctor
Cornell University 1979 — 1983
BA, Business
Horace Mann
Liquidity Energy LLC March 2012 - Present
Rock Creek Cattle Company April 2013 - January 2014
Palazzo Tornabuoni July 2009 - December 2011
IMI Resort Holdings 2005 - 2008
Union Bank of Switzerland 1986 - 2000
Skills
Marketing, Sales Management, Market Planning, Online Advertising, Marketing Strategy, Sales, Strategic Partnerships, Sales Process, Online Marketing, Start-ups, Residential Homes, Strategic Planning, Hotels, Selling, Food, Lead Generation, Social Media Marketing, Business Strategy, Market Analysis, New Business Development
Education
Brown University 1982 — 1986
BA, Marketing and Management
Amity High School 1979 — 1982
Morgan Stanley February 2005 - January 2012
CMS BondEdge February 2002 - January 2003
CMS BondEdge July 1997 - February 2002
Union Bank of Switzerland December 1995 - April 1997
Skills
Back Office, Bloomberg, Bonds, Derivatives, Equities, Capital Markets, Due Diligence, Financial Markets, Financial Institutions, Fixed Income, Investment Banking, Strategic Financial..., Trading, Training, Underwriting, Valuation, Finance, Portfolio Management
Education
Wake Forest University - Babcock Graduate School of Management 1990 — 1992
Master of Business Administration (M.B.A.)
Hofstra University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Banking & Finance
Eaton Assocs. 2001 - Present
Union Bank of Switzerland January 1998 - January 2001
Merrill Lynch 1986 - 1998
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
Macro Economics
American University 1976 — 1978
MA, Economics
MUFG Union Bank February 2014 - Present
BlueVirgo Capital Management LLC 2013 - 2013
Private 2009 - 2013
Deutsche Bank 2005 - 2009
JPMorgan 1999 - 2005
Credit Suisse 1998 - 1999
Union Bank of Switzerland 1994 - 1998
PwC 1991 - 1994
Skills
Corporate Finance, Mergers, Portfolio Management, Due Diligence, Credit, Banking, Investment Banking, Structured Finance, Risk Management, ABS, Securitization, Capital Markets, Structuring, Private Equity, Hedge Funds, Mergers & Acquisitions, Finance, Financial Structuring
Education
Lehigh University - College of Business and Economics
MBA
University of Delaware
BS, Accounting
Black Box Network Services November 2009 - Present
Suffolk County Community College 2004 - 2010
Cisco 1998 - 2009
ABC Television 1994 - 1998
Union Bank of Switzerland 1990 - 1994
ITT World Communications 1980 - 1983
Skills
Data Center, Cloud Computing, Unified Communications, VoIP, Managed Services, Solution Selling, Cisco Technologies, Virtualization, SaaS, Telecommunications
Education
LIU Post
Master, Management Information Systems
State University of New York College at Brockport 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Computer Science
Nyala Capital LLC June 2010 - Present
Fairfield Ludlowe High School August 2014 - Present
Little Engine Foundation Inc July 2009 - Present
Bridgeport Public Schools September 2013 - June 2014
AIG Financial Products May 1998 - May 2009
Union Bank of Switzerland 1992 - 1998
Los Alamos National Laboratory 1989 - 1992
Skills
Microcredit, Derivatives, Trading, Commodity, Hedge Funds, Risk Management, Equity Derivatives, Portfolio Management, Equities, Investments, Energy, Financial Structuring, Capital Markets, Structured Finance, Bloomberg, Private Equity, Sustainable Energy, Finance, Options, Management, Asset Management, Solar Energy, Commodity Markets
Education
Massachusetts Institute of Technology 1987 — 1992
S.M., Materials Science
University of Bridgeport 2013 — 2014
Master's Degree, Education
Union Bank of Switzerland May 2005 - January 2007
Royal Bank of Canada May 2003 - April 2005
Mun2 January 2001 - January 2003
Skills
Customer Service, Microsoft Office, Sales, Marketing, Microsoft Excel, Microsoft Word, PowerPoint
Education
Florida Atlantic University 1997 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Universidad de La Sabana
Northbrook Public Library February 2007 - Present
LinksCorp 2006 - 2007
Rand McNally 1996 - 2006
Union Bank of Switzerland 1984 - 1996
Skills
Human Resources, Employee Benefits, Benefits Administration, HRIS, Microsoft Office, Employee Relations, Leadership, Outlook, Management, Process Improvement, Social Media, Personnel Management, Onboarding
Education
Illinois State University
BS, Social Work
Wachovia 2007 - Present
Merrill Lynch 2001 - 2006
Deloitte and Touche 1998 - January 2001
Summit Systems 1996 - 1998
Union Bank of Switzerland 1994 - 1996
ITI 1994 - 1994
General Motors 1986 - 1994
Skills
Derivatives, Capital Markets, Banking, Risk Management, Fixed Income, Financial Modeling, Investment Banking, Strategic Planning, Portfolio Management, Valuation, Equities, Financial Services, Hedge Funds, Investments
Education
The University of Chicago Booth School of Business 1993 — 1994
MBA, Analytic Finance, Total Quality Mgmt, Operations Research
Kettering University 1986 — 1991
BS Engineering, Manufacturing Systems
Grenville Baker Boys & Girls Club December 2007 - Present
La Salle University October 2006 - Present
Futures in Education June 2006 - Present
Big Guy Foundation January 2004 - Present
NYKY Thoroughbreds Stables 2007 - 2008
Glen Cove City Court January 2000 - June 2006
Union Bank of Switzerland May 1993 - May 1996
Sequa Corporation June 1987 - February 1991
Debevoise & Plimpton October 1982 - June 1987
Skills
Real Estate, Real Estate Transactions, Corporate Finance, Microsoft Office, Contract Negotiation, Litigation, Social Media, Commercial Litigation, Mergers & Acquisitions
Education
Fordham University School of Law 1996 — 1999
JD
Fordham Gabelli School of Business 1985 — 1987
MBA
La Salle University 1978 — 1982
BA
UBS Investment Bank 2000 - 2007
UBS Hong Kong 2000 - 2007
ubs 1990 - 2007
UBS Wealth Management 1998 - 2000
Union Bank of Switzerland 1993 - 1998
Skills
Capital Markets, Investment Banking, Equities, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Financial Markets, Portfolio Management, Hedge Funds, Private Equity, Fixed Income, Equity Research, Derivatives, Wealth Management, Structured Products, Investments, Financial Modeling, Trading, Valuation, Asset Management, Due Diligence, Emerging Markets
Education
Duke University - The Fuqua School of Business 1987 — 1990
MBA, Finance
Duke University School of Law 1978 — 1981
JD, Law
Princeton University 1973 — 1978
AB, History
Ludwig-Maximilians Universität München
JPMorgan Chase February 1999 - Present
Union Bank of Switzerland 1988 - 1998
Education
Fordham University 1990 — 1995
Bachelors, Psychology
The BridgeWatersystems March 2011 - Present
The Pythian Group May 2006 - March 2011
Union Bank of Switzerland January 2005 - August 2005
shenzhen electronical settlement center April 2002 - January 2005
Shenzhen mordern computer manufacturer Co. ltd April 2000 - April 2002
Education
Jilin University 1997 — 2000
master, computer science
Mile High Spirits September 2011 - Present
FactSet Research Systems June 2008 - August 2008
Union Bank of Switzerland June 2007 - September 2007
Vector Marketing May 2006 - August 2006
New York Sports Club August 2004 - August 2006
Education
Elon University 2005 — 2009
Business Administration, Marketing
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Business Administration, Marketing
The Transportation Association of Greenwich, Inc. 2012 - 2014
National Australia Bank Limited 2010 - 2011
National Australia Bank Limited 2008 - 2010
National Australia Bank Limited 1997 - 2008
Union Bank of Switzerland 1994 - 1997
Bear, Stearns & Co. Inc. 1988 - 1994
Skills
Credit Analysis, Financial Institutions, Credit Risk, Financial Analysis, Capital Markets, Financial Instruments, Negotiation, Process Development, Process Improvement, Hedge Funds, Problem Solving, Research, Data Analysis, Mentoring Of Staff, Policy, Business Strategy, Collaboration, Strategic Thinking, Issue Resolution, Data Integrity, Counterparty Risk, ISDA negotiations, Risk Monitoring, KYC/AML, Derivatives, Risk Management, Fixed Income, Banking, Commercial Banking, Financial Risk, Equities, Finance, Market Risk, Financial Services, Investments, Financial Markets, Options, Structured Finance, FX Options, AML, Swaps, Funding, Mutual Funds, Analysis, Treasury Management, Operational Risk, Structured Products, Foreign Exchange, Securities Lending, Liquidity Risk
Education
Boston College
B.A.
Pace University - Lubin School of Business
M.B.A.
Scarsdale High School
High School Diploma
Eurohypo AG November 2002 - December 2008
Commerzbank AG November 2002 - January 2008
Mizuho Corporate Bank December 1998 - November 2002
Union Bank of Switzerland April 1994 - December 1998
Education
Adelphi University 1993 — 1998
MASTER OF SCIENCE, Banking
Rider University 1980 — 1982
Bachelor of Science, Business Administration
Suffolk County Community College 1978 — 1980
Associates, Business Administration
The Golf Zone 2000 - 2004
HypoVereinsbank 1993 - 2000
Union Bank of Switzerland 1985 - 1992
Skills
Change Management, Leadership Development, Organizational..., Business Transformation, Employee Relations, Coaching
Education
American University 1983 — 1984
Master of Science (MS), Human Resources Management/Personnel Administration, General
American University 1979 — 1983
BSBA, Human Resources Management/Personnel Administration, General
Portales Partners MDDeutsche BankJune 1999 - October 2001
Union Bank of Switzerland 1991 - 1999
UBS Securities Co., Ltd 1991 - 1998
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Lawrence University 1974 — 1978
BA, Biology, Economics
Oregon Episcopal School
ATI Investment Consulting Inc. January 2005 - Present
Plainview Old Bethpage Middle School September 1998 - June 2014
CREDITANSTALT September 1988 - September 1989
Union Bank of Switzerland January 1987 - August 1989
Skills
Portfolio Management, Asset Management, Asset Allocation, Investment Strategies, Economics, College Education..., Social Security Planning, Retirement Planning, Stock Options, Strategy, Trading, Options, Financial Advisory, Investments, Mutual Funds, Financial Planning, Finance, Wealth Management, Strategic Planning
Education
College of Financial Planning 2005 — 2008
CFP Certification Professional Education Program, Financial Planning
Boston University 1982 — 1986
Bachelor of Arts (BA), Economics
Hofstra University
Master of Science (MS), Education
Allendale Acadmy September 2009 - Present
Mayflower Industries LLC April 2014 - Present
Dinar LLC October 1998 - Present
Battle Fowler LLP September 1997 - September 1998
Solomon Zauderer Ellenhorn Frischer & Sharp September 1996 - September 1997
Union Bank of Switzerland November 1995 - September 1996
Whitman Breed Abbott & Morgan LLC May 1995 - November 1995
King & Spalding January 1994 - May 1995
Proskauer Rose LLP October 1993 - December 1993
Cahill Gordon & Reindel June 1989 - September 1993
Skills
Project Management, Office Management, Customer Service, Data Entry, Administrative..., Editing, Microsoft Excel, Research, Microsoft Office, File Management, Outlook, Proofreading, Event Planning, Event Management, Administrative..., Sales, Leadership
Education
Katherine Gibbs School 1988 — 1989
Information Processing Executive Secretarial Program, Business Administration and Management, General
Watermen Capital LLC January 2011 - Present
C Squared Financial L.L.C. May 2009 - Present
Babcock & Brown February 2006 - May 2009
Contrarian Capital Management June 2004 - January 2006
Capital Lease Funding April 2002 - May 2004
Markley Stearns November 1999 - April 2002
Bank of America Commercial Finance November 1991 - November 1999
Union Bank of Switzerland July 1987 - November 1991
Education
Columbia College (NY) 1983 — 1987
BA, Economics
Merrill Lynch 1999 - 2009
Merrill Lynch 1999 - 2009
Union Bank of Switzerland 1987 - 1998
Education
Farmingdale State College 1976 — 1978
AAS, Executive Assistant
UBS January 2007 - Present
UBS Investment Bank 1997 - 2006
Union Bank of Switzerland 1988 - 1997
Manufacturers Hanover Trust 1986 - 1988
Citibank 1984 - 1986
Office of the Comptroller of the Currency 1979 - 1984
Skills
Compliance, Privacy, Outsourcing, Risk, Governance, Contracts, Regulatory Strategy, Financial Risk, Banking, Privacy Law, Management, Investment Banking, Financial Services, Project Planning, Human Resources, Strategy, Executive Management, Risk Management, Hedge Funds, Mergers & Acquisitions, Capital Markets, Derivatives, AML, Fixed Income, Private Equity, Equities, Due Diligence, Corporate Governance
Education
Rutgers University School of Law - Newark 1985 — 1989
JD
Colgate University 1975 — 1979
BA, Economics
Bank of America 2010 - Present
Wachovia February 1998 - September 2008
Merrill Lynch September 1996 - February 1998
Union Bank of Switzerland January 1992 - September 1996
Skills
Fixed Income, Market Risk, Credit Derivatives, Trading, FX Options, Quantitative Finance, Hedge Funds, Interest Rate..., Derivatives, Equities, Pricing, Risk Management, Quantitative Analytics
Education
Bangalore University 1972 — 1979
B.S, Electrical Engineering
Princeton University
Ph. D, Computer Science
University of California, Berkeley
Berkeley M.S, Operations Research
Intuit 2012 - Present
Wells Fargo 2009 - 2012
Wipro Technologies July 2004 - July 2009
Union Bank of Switzerland 2007 - 2009
UBS Investment Bank 2007 - 2009
Skills
Websphere, Java Enterprise Edition, JMS, Hibernate, Struts
Education
Bharathiar University
LegalShield October 1998 - Present
Geller & Company 2010 - 2011
Bank of New York Mellon 2005 - 2007
ABN AMRO 1998 - 2002
The Dime Savings Bank of New York 1990 - 1998
Union Bank of Switzerland 1987 - 1990
Citibank 1986 - 1987
Arthur Andersen & Co 1983 - 1986
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategy, Finance, Analysis, Forecasting, Accounting, Banking, Team Building
Education
Cornell University - Johnson Graduate School of Management 1981 — 1983
MBA
Cornell University 1977 — 1981
BS
Bank of New York Mellon December 2007 - September 2008
Union Bank of Switzerland January 2005 - February 2007
Bank of Tokyo May 1989 - September 2004
Bank of New February 1987 - May 1989
Manufacturers Hanover Trust Co February 1981 - February 1987
Skills
FX, Excel
Education
Kingsborough Community College
Associate, Accounting
SunTrust Robinson Humphrey January 2013 - Present
Credit Agricole-CIB February 2008 - January 2013
Capmark Finance, Inc. February 2006 - January 2008
ABN AMRO Bank N.V. January 2002 - February 2006
Merrill Lynch February 1998 - November 2001
Union Bank of Switzerland March 1993 - January 1998
Bankers Trust Company March 1989 - February 1993
Chemical Bank September 1978 - February 1989
Skills
Series 7, 63 and 24...
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1978
MALD, International Law and Energy
University of Colorado Boulder 1975 — 1976
MA, Political Science and Government
Bates College 1970 — 1974
Bachelor's degree, Political Science and Government
Catalina Marketing October 2012 - Present
Hewlett-Packard March 2011 - September 2012
Ally Financial Inc. July 2008 - February 2011
JPMorgan Chase & Co. October 2005 - May 2008
Union Bank of Switzerland July 2004 - September 2005
Skills
SQL, Java, HTML, Software Quality..., HP QTP, HP Quality Center, Unix, Selenium, Selenium WebDriver, Test Automation, JIRA, Bugzilla, LoadRunner, JMeter, Tomcat, Microsoft Excel, Microsoft Word, Maven, TestNG, Apache, Regression Testing, Test Planning, User Acceptance Testing, User Interface, Integration Testing, System Integration..., Web Services, Customer Service, C++, Software Development
Education
Josai University 1997 — 2001
Bachelor’s Degree, Managemnt & Information Systems
eBay Enterprise December 2014 - Present
Empirix March 2014 - Present
Verizon Business April 2004 - Present
verizon telecom April 2004 - Present
Hewlett-Packard September 2013 - January 2014
verizon March 1999 - April 2004
Abacus International October 1996 - December 1998
Union Bank of Switzerland June 1996 - September 1996
SQL Star People Limited July 1994 - May 1996
Skills
Telecommunications, ETL Tools, Talend Open Studio, Unix, PL/SQL, Oracle, SQL, Unix Shell Scripting, Java, Software Development, Linux, Shell Scripting, Perl, Testing, Solaris, Requirements Analysis, Integration, C, Agile Methodologies, Database Vertica, Toad 9.0, Database Design, Data Modeling
Education
Clark University
Master of Science in Information Technology, Information Technology
Millbrook Physical Therapy January 2012 - Present
Deutsche Bank Trust Company Americas October 2005 - November 2009
Deutsche Bank Trust Company Americas February 2005 - September 2005
Deutsche Bank Trust Company Americas June 2004 - January 2005
Deutsche Bank Trust Company Americas June 2002 - May 2004
Reuters America, Inc., New York February 2001 - May 2002
Instinet.com (subsidiary of Reuters America, Inc., NY) March 2000 - January 2001
KPMG Consulting LLC, White Plains, NY May 1999 - February 2000
Union Bank of Switzerland September 1986 - July 1998
Education
Dutchess Community College 2011 — 2012
Associate of Science (A.S.), Exercise Science and Wellness
City University of New York-John Jay College of Criminal Justice 1982 — 1983
31 credits needed for completion of degree, Criminal Justice
Voorhees College 1981 — 1982
n/a, undeclared
Greenbriar Equity Group 2007 - Present
Maquet Cardiovascular 2006 - 2007
iCorps Technologies 2004 - 2006
Trigen Energy 2000 - 2003
Union Bank of Switzerland 1998 - 1999
Skills
Project Management, IT Strategy, Strategic Planning, IT Management, Security, Vendor Management, Cloud Computing, Disaster Recovery, Project Planning, Operations Management, Program Management, Product Management, Database Design, PostgreSQL, MySQL, IT Security Assessments, Enterprise Content..., Process Automation, CRM databases, SQL, Python, PHP, Linux KVM, OpenStack, Linux Server, Penetration Testing
Education
SUNY Empire State College 2009 — 2011
MBA, Business, Economics, Finance
Fordham University
CGI August 2013 - Present
JP Morgan 1998 - 2001
Union Bank of Switzerland 1997 - 1998
Merrill Lynch 1995 - 1997
Merrill Lynch 1994 - 1995
Skills
Deferred Compensation, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Onboarding, Internet Recruiting, Talent Management, Human Resources, Recruiting, College Recruiting, HRIS, Screening, Sourcing, Performance Management, Interviews, Employee Relations, Benefits Administration, Management, Strategy, Leadership
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
M.B.A.
Hamilton College 1990 — 1994
B.A.
FCCNS September 1995 - Present
Union Bank of Switzerland January 1983 - December 1991
Skills
Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
Mount Holyoke College 1971 — 1975
BA
Cypress Point Capital Management, LLC December 2011 - Present
Soros Fund Management March 2004 - March 2010
Tambour Capital Management January 2001 - June 2003
Monteagle Capital Management March 2000 - August 2000
Graham Capital Management January 1999 - March 2000
Chase Manhattan Bank February 1998 - January 1999
Union Bank of Switzerland August 1996 - February 1998
Skills
Hedge Funds, Alternative Investments, Equities, Global Macro, Equity Research, Bloomberg, Investments, Asset Managment, Fixed Income, Portfolio Management, Fund Of Funds, Capital Markets, Due Diligence, Emerging Markets
Education
Harvard University 1992 — 1996
1996, Governement
The Haverford School 1979 — 1992
UBS 2001 - Present
BONNELL ASSOCIATES LTD September 2000 - April 2001
GMAC September 1998 - March 1999
Union Bank of Switzerland June 1993 - August 1998
Union Bank of Switzerland January 1990 - June 1993
UBS Deutschland January 1989 - January 1990
Union Bank of Switzerland September 1985 - December 1988
Chase Manhattan Bank, U.S. Regional Banking September 1982 - September 1985
Chase Manhattan Bank October 1981 - September 1982
Skills
Financial Analysis, Credit, Finance, Corporate Finance, Investment Banking, Financial Services, Capital Markets, Portfolio Management, Derivatives, Fixed Income, Bloomberg
Education
Harvard College 1975 — 1981
B.A. Magna Cum Laude, German Studies
The Hill School, Pottstown, PA 1971 — 1975
The Wheel Pro's May 1998 - Present
Union Bank of Switzerland February 1990 - July 1997
Skills
Fluent in Spanish, Fluent in English, Marketing Strategy, Sales Management, Automotive, New Business Development, Customer Service, Business Strategy, Leadership, Small Business, Retail
Education
Instituto Teresa de Avila
Universidad Motolinía, A.C.
Boeing September 2008 - May 2012
Rockwell Collins (Government Systems) March 2006 - July 2008
Eliza Consulting September 2000 - February 2006
Eliza Conulting September 1998 - December 2001
S.C. Deborah Impex February 1997 - November 1998
Union Bank of Switzerland June 1992 - February 1997
Bell Laboratories June 1985 - May 1992
Education
Illinois Institute of Technology 1985 — 1987
Master of Science (MS), Computer Science
Illinois Institute of Technology 1981 — 1985
Bachelor of Science (BS), Computer Science
Institute National des Sciences Appliquees 1983 — 1984
Exchange Student, Computer Science
Prudential Financial March 2013 - Present
Ronin Capital September 2008 - September 2012
HBK Capital Management April 2004 - March 2008
Citadel Investment Group August 1998 - March 2004
Union Bank of Switzerland January 1997 - March 1998
Morgan Stanley June 1996 - January 1997
Merrill Lynch July 1995 - June 1996
Merrill Lynch June 1993 - July 1995
The University of Arizona August 1989 - June 1993
Skills
SQL, C++, Options, Credit Derivatives, Credit Risk, Equity Derivatives, Bonds, Bloomberg, Gauss, R, Quantitative Analytics, Fixed Income, Risk Management, Trading, Financial Markets, Equities, Hedge Funds, Quantitative Finance
Education
Cornell University 1984 — 1989
Doctor of Philosophy (PhD), MS, MBA, Financial Mathematics
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (BS), Accounting
Bessemer Trust November 1999 - May 2014
Frank Russell Company, Russell Private Investment Services December 1996 - November 1999
Union Bank of Switzerland July 1993 - November 1996
Credit Suisse February 1990 - July 1993
Hambro International Venture Fund June 1988 - June 1989
Skills
Alternative Investments, Hedge Funds, Asset Management, Investments, Portfolio Management, Asset Allocation, Risk Management, Client Relations Skills, New Business Development, Strategic Planning, Team Building, Financial Analysis, Research, Customer Service, Banking, Microsoft Office, Microsoft Word, Windows, PowerPoint, Microsoft Excel, Outlook, English, Budgets, HTML, Public Speaking, Negotiation, Accounting, Java, Teaching
Education
Georgetown University
Bachelor of Arts (B.A.), Major in English Literature, Minor in French Literature
Georgetown University, Washington D.C.
Bachelor's Degree, English Literature