WestLB Company
Industry: Commercial banking company
DescriptionWestLB AG was a European commercial bank based in Düsseldorf, Germany which was mainly owned by the German state of North Rhine-Westphalia. Landesbanks are a group of partly or wholly state owned banks unique to Germany. They are regionally organised and their business is predominantly wholesale banking. Headquarters: Düsseldorf, Germany Subsidiaries: WestLB Ireland plc,
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WestLB Employees
CIBC September 2012 - February 2015
TD Securities May 2004 - September 2012
WestLB 1996 - 2004
JP Morgan July 1989 - June 1996
Skills
Market Risk, Derivatives, Trading Systems, Capital Markets, Risk Management, Fixed Income, Equity Derivatives, SDLC, Equities, Summit, Business Analysis, Financial Risk, Quantitative Finance, Middle Office, Quantitative Analytics, Market Data, Software Development, Investment Banking, C++, Calypso, Solution Architecture, Enterprise Architecture, Application Architecture, SQL, FpML, Interest Rate..., Application Lifecycle..., Messaging, Credit Risk, Trading, Management
Education
University of Oxford 2000 — 2003
MSc., Mathematical Finance
University of Bath 1984 — 1988
BSc. M.Eng, Electrical and Electronic Engineering, First Class Honours
Balthasar Inc September 2014 - Present
Lincoln International 2012 - June 2014
Kola Mining December 2011 - May 2013
Eurasol.com June 2008 - December 2012
Invest AG January 2007 - June 2008
Salans May 2004 - January 2007
Rabobank April 2003 - May 2004
WestLB November 1997 - April 2003
Rossijsky Kredit Bank May 1996 - November 1997
Skills
General Management, Corporate Finance, Legal Issues, Private Equity, Asset Management, internet startups, Joint Ventures, Turnarounds, Financial Management, Financial Turnarounds, Corporate Turnarounds, Disstressed Assets, Board Member, SPAC, PIPEs, ELNs, CLNs, IPO, SPO, Mergers, Venture Capital, Cross-border..., Due Diligence, Restructuring, Emerging Markets, Investor Relations, Financial Modeling, Structuring, Investment Banking, Valuation, M&A experience, International Business, Entrepreneurship, Business Strategy, Strategic Consulting, Real Estate, IFRS, Investments, Finance, Asset, Asset Managment, Business Valuation, Capital, Financial Advisory, Financial Structuring, LBO, Mergers, Managerial Finance, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2007 — 2009
MBA
Stanford University Graduate School of Business 2007 — 2007
FANFE
Pericles ABLE Project 2003 — 2005
Certificate
Moscow State Institute of International Relations (University) MFA Russia MGIMO 1991 — 2002
bachelor, specialist
Hawksmere 2000 — 2000
course certificate
NRG Energy 2015 - Present
NRG Energy 2014 - 2015
Edison Mission Energy 2008 - 2014
WestLB 2007 - 2008
InterGen 2000 - 2007
Shell Trading 1998 - 1999
Williams Company 1996 - 1998
Skills
Energy, Project Finance, Renewable Energy, Commodity Markets, Wind, Power Generation, Natural Gas, Contract Management, Private Equity, Alternative Energy, Structured Finance, Power Plants, Commodity, Energy Markets, Hedging, Solar Energy, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Law, Electricity Markets, Energy Industry, Financial Modeling, Corporate Finance, Financial Structuring, Trading, Risk Management, Valuation, Electric Power, Derivatives, Finance, Energy Policy, Emerging Markets, Joint Ventures
Education
University of South Carolina - Darla Moore School of Business 1994 — 1996
MBA, Finance
University of Madras 1992 — 1994
Master of Commerce (Business Management)
AM Jain College 1989 — 1992
Bachelor of Commerce (BCom) (Business Management)
J.P. Morgan Chase January 2011 - Present
WestLB May 1996 - January 2011
JPMorgan Chase September 1994 - May 1996
PwC August 1992 - September 1994
Skills
Banking, Capital Markets, Corporate Finance, Derivatives, Financial Analysis, Fixed Income, Management, Mergers, Securitization, Valuation, Auditing, Investments
Education
The George Washington University 1988 — 1992
Bachelors, Accounting
Sionic Advisors October 2014 - Present
STEARCLEAR 2011 - 2013
ALaS Consulting LLC 2005 - 2011
WestLB 2004 - 2005
Mizuho Securities USA Inc. 2001 - 2004
Hobsons 1997 - 2001
Skills
Leadership, Consulting, Negotiation, Customer Service, Business Strategy, Angel Investing, Investment Banking, Venture Capital, Start-ups, Information Technology, Private Equity, Marketing Strategy, Management Consulting, Financial Services, Accounting, Board Development, Board Relations, Commodity Markets, Capital Markets, Microsoft Excel, Microsoft Office
Education
ACCA UK
Chartered Certified Accountant, Accounting, Finance, Auditing
University of KwaZulu-Natal
Bachelor of Commerce (B.Com.), finance, economics, business administration
Sumitomo Mitsui Banking Corporation September 2015 - Present
Banco Espirito Santo de Investimento SA September 2012 - August 2015
WestLB March 2007 - August 2012
CFS Group April 2003 - February 2006
Provident Group Costa Rica March 2001 - March 2003
Grupo Bursatil Aldesa February 2000 - February 2001
Comision de Promocion de la Competencia February 1997 - January 2000
Skills
Origination, Structured Finance, Structuring, Project Finance, Financial Advisory, Financial Structuring, Loan Origination, Infrastructure, Valuation, Energy, Financial Modeling, Finance, Structured Products
Education
Universidad de Costa Rica 1991 — 1995
Licentiate degree, Bachelor degree, Economics
CFA Institute
CFA Charterholder
Teach For America August 2014 - Present
Gerson Lehrman Group, Inc. April 2012 - May 2014
Lonza: A Global Leader In Life Sciences July 2007 - April 2012
WestLB January 2000 - July 2007
Fragomen, Del Rey, Bernsen & Loewy June 1998 - January 2000
Econophone Inc May 1997 - June 1998
Eastern Newsstand January 1994 - May 1997
Skills
Processing Payroll in..., ADP Payroll, Payroll Taxes, Payroll Processing, Payroll Services, Payroll Administration, Multi-state Payroll..., Ceridian Payroll System, HRIS, SAP HR, Oracle HR, ADP ReportSmith, ADP E-Time, ADP ezLaborManager, ADP Payforce, Workday, Kronos, Kronos Timekeeping, Expatriate Management, Expatriate Tax, Corporate Relocation, International..., Income Tax, Human Resources, Ceridian, Management, SAP, Employee Benefits, Applicant Tracking..., Microsoft Excel
Education
Queens College 1989 — 1994
Bachelor's Degree, Accounting and Finance
AAA Northern California, Nevada & Utah Insurance Exchange November 2012 - Present
Club Assist December 2007 - December 2012
AAA NCNU 2005 - 2007
Royal Bank of Scotland 2003 - 2004
JPMorgan Chase 2001 - 2003
Chase Manhattan 2000 - 2001
WestLB 1998 - 2000
Skills
Project Management, Strategic Planning, Business Strategy, PMP, Strategy, Management, Business Development, Budgets, Mergers & Acquisitions, PMO, Process Improvement, Program Management, Vendor Management, Cross-functional Team..., Business Process..., Business Analysis, Product Management, Change Management, Team Leadership, Operations Management, Sales Management, Business Planning, Team Building, Forecasting, Customer Service, Negotiation, Contract Negotiation, Leadership, Analysis, Customer Satisfaction, SaaS, Project Portfolio..., Business Intelligence, Product Development, New Business Development, CRM
Education
London Guildhall University 2004 — 2006
Masters, Visual Arts
UCSD 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Biochemistry and Molecular Biology
PPL Corporation October 2014 - Present
PPL Corporation June 2012 - October 2014
Nissan North America August 2010 - May 2012
Nissan North America February 2010 - July 2010
Nissan North America August 2008 - January 2010
Kensington Group plc October 2004 - January 2008
Rabobank May 2004 - September 2004
WestLB June 1998 - March 2004
Deutsche Bank May 1997 - June 1998
JPMorgan Chase August 1994 - April 1997
Skills
Funding, Corporate Finance, Mergers, Securitization, Cash Management, Investment Banking, Banking, Hedging, Capital Markets, Treasury, Portfolio Management, Mergers & Acquisitions, Finance, Investments, Risk Management, Strategic Financial..., Financial Risk
Education
The University of Michigan - Ross School of Business 2013 — 2013
Executive Program
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance, Accounting
Tufts University 1985 — 1989
BA, Economics
Natixis September 2015 - Present
CIBC World Markets Corp. January 2012 - September 2015
The Royal Bank of Scotland plc July 2006 - January 2012
WestLB September 1998 - June 2006
Baque Nationale de Paris February 1995 - September 1998
Mitsubishi Trust March 1994 - February 1995
Fuji Bank, Ltd. September 1989 - February 1994
Skills
Infrastructure, Investment Banking, Valuation, Project Finance, Bonds, Syndications, Renewable Energy, Debt, Loan Origination, Structured Finance, Capital Markets, Financial Structuring
Education
University of California, Irvine 1986 — 1989
BA, Political Science
Reval August 2014 - Present
Charles River Development September 2013 - August 2014
Socialware July 2011 - February 2013
Reval 2000 - 2011
WestLB 1997 - 1999
Skills
Enterprise Software, Financial Risk, New Business Development, Integration, Strategy, SaaS, Professional Services, Strategic Partnerships, Risk Management, Business Development, Salesforce.com, Treasury Management, Treasury, CRM, Dressmaking, Derivatives, Executive Management, Relationship Management, Management, Financial Services, Consulting
Education
Pace University
Finance, Finance
Connell Foley LLP June 2014 - Present
IBISWorld January 2013 - May 2014
Corporate Ladders April 2009 - April 2011
WestLB March 1997 - November 2004
Deutsche Bank Securities October 1994 - March 1997
PaineWebber July 1991 - October 1994
Skills
Capital Markets, Banking, Fixed Income, Hedge Funds, Securities, Derivatives, Structured Finance, Bloomberg, Asset Allocation, Credit, Loans
Education
Providence College 1987 — 1991
BS, Finance
GreenOak Real Estate August 2010 - Present
Morgan Stanley July 2006 - July 2010
WestLB 2000 - 2006
east west / Elektra Records 1992 - 1996
Columbia Records 1991 - 1992
Skills
Real Estate, Due Diligence, Negotiation, Customer Service, Facilities Management, Investment Banking, Investor Relations, Vendor Management, Marketing, Time Management, Office Administration, Client Services, Event Planning, Leadership, Teamwork, Organization Skills, Microsoft Office, Problem Solving, Collaborative Problem..., Social Media, Social Networking
Education
SUNY Oneonta 1983 — 1987
BS, Chemistry, Business
The Nottingham Trent University 1986 — 1986
Study Abroad Program, Chemistry
Access Point Financial Inc. September 2012 - Present
WestLB 1999 - 2012
Standard & Poor's 1995 - 1999
Skills
Securitization, Capital Markets, ABS, Structured Finance, Credit Analysis, Financial Structuring, Credit Risk, Finance, Investment Banking, Corporate Finance, CMBS, Syndications
Education
Wake Forest University School of Business 1993 — 1995
MBA, Finance
St. Olaf College 1988 — 1992
BA, Economics
WestEd January 2014 - Present
Adecco Group April 2012 - January 2014
Black Letter Discovery October 2009 - April 2012
Williams Lea June 2008 - September 2009
WestLB July 2000 - May 2002
Skills
Due Diligence, Quantitative Analysis, Corporate Finance, Structured Finance, Legal Research, Corporate Law, Litigation, Patent Litigation, Quantitative Analytics, Legal Assistance, Document Review, Finance, Legal Writing, Litigation Support, Legal Documents, Licensing, Civil Litigation, Intellectual Property
Education
New York University School of Law 2003 — 2006
J.D., Law
University of Pennsylvania - The Wharton School 1996 — 2000
B.S., Finance
Pastore & Dailey LLC May 2014 - Present
NewOak Capital January 2012 - April 2014
LAMCO LLC/Lehman Brothers Holdings Inc. January 2010 - December 2011
Dresdner Kleinwort August 2005 - January 2010
Barclays Capital 2002 - 2005
WestLB 1998 - 2002
Cadwalader Wickersham and Taft 1996 - 1998
Robinson Silverman Pearce Aronsohn & Berman (n/k/a Bryan Cave) 1992 - 1995
Davis Polk & Wardwell 1988 - 1991
Skills
Structured Finance, Capital Markets, Securitization, Structured Products, Securities, Derivatives, Investment Banking, Hedge Funds, Private Equity, Fixed Income, Finance, Corporate Finance, Business Development, ABS, Alternative Investments, Emerging Markets, Bankruptcy, Restructuring, Portfolio Management, Valuation, CDO, Private Placements, Corporate Law, Credit Derivatives, Banking, Securities Regulation, Interest Rate..., Corporate Governance, Asset Management, Cross-border..., ISDA, CLO, MBS, General Corporate..., Commodity Derivatives, Broker-Dealer, Workout, Litigation Consulting, Mergers & Acquisitions
Education
University of Cambridge 1986 — 1987
LL.M.
University of the Witwatersrand 1985 — 1986
LL.B., Law
University of the Witwatersrand 1982 — 1984
B.COM, Accounting and Economics
White & Case January 2011 - January 2015
UBS Investment Bank 2005 - 2008
WestLB 2002 - 2004
Milbank, Tweed, Hadley & McCloy LLP 1996 - 2002
Skills
Structured Finance, Banking Law, Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Corporate Law, Capital Markets, Securitization, Financial Structuring, Private Equity, Restructuring, Mergers, Project Finance, Asset Based Lending, Syndications, Due Diligence, Derivatives, Finance, Securities, Securities Regulation, Joint Ventures, Cross-border..., Knowledge Management
Education
New York University School of Law 1993 — 1996
J.D., International and Corporate Law
Yeshiva University 1991 — 1993
B.S., Biology; Associate Degree in Jewish Studies
Barclays Capital April 2011 - Present
FCGFoundry November 2008 - February 2012
Barclays Capital July 2006 - November 2008
WestLB Brightwater Capital June 2002 - July 2006
WestLB June 2002 - July 2004
Commerzbank Securities April 2001 - June 2002
Deutsche Bank May 1996 - April 2001
Chadbourne & Parke September 1988 - January 1994
Skills
Capital Markets, Structured Finance, Derivatives, Securitization, Credit Derivatives, Structured Products, Trading, Financial Structuring, Private Equity, ABS, Equities, Fixed Income, ISDA
Education
University of Michigan Law School 1985 — 1988
JD
University of Notre Dame 1981 — 1985
BA
Citibank April 2012 - Present
Sumitomo Mitsui Banking Corporation June 2011 - April 2012
WestLB October 2006 - June 2011
LLOYDS TSB BANK July 2002 - October 2006
Commerzbank AG June 2000 - July 2002
MERRILL LYNCH & CO., INC June 1997 - September 1998
Ernst & Young January 1995 - June 1997
Skills
Corporate Finance, Private Equity, Capital Markets, Credit, Finance, Banking, Loans, Accounting, Management, Financial Modeling, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1990 — 1994
Bachelor, Business Administration; Public Accounting
Cleary Gottlieb Steen & Hamilton LLP March 2015 - Present
Adkins Matchett & Toy September 2011 - March 2015
WestLB August 2003 - March 2006
JPMorgan Chase August 1999 - July 2003
Deloitte September 1991 - July 1997
Skills
Valuation, Financial Analysis, Investment Banking, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Structured Finance, Finance, Banking, Risk Management, Restructuring, Capital Markets, Credit Risk, Portfolio Management, Private Equity
Education
Kellogg Graduate School of Management 1997 — 1999
MBA, Finance and Accounting
Universidad de la República 1989 — 1993
BS, Accounting
Bank of America 2007 - 2013
WestLB 2005 - 2007
JPMorgan Chase / Lucent Technologies 2004 - 2005
Mizuho Securities USA Inc. 1999 - 2004
Computer Horizons 1997 - 1999
Skills
Data Integration, Information Design, ETL, Business Intelligence, CPA, Financial Regulation, SEC filings, 10Q, 10K, Business Analysis, Derivatives, Credit Derivatives, Equity Derivatives, Interest Rate..., FX Derivatives, Exchange Traded..., Regulatory Capital, Basel I, Reporting & Analysis, Ad Hoc Reporting, SDLC, Federal Reserve, Month End Close, Automated Software..., Trading Systems
Education
Louisiana State University
Bachelor of Science (BS), Accounting
Globus LLC September 1999 - December 2012
WestLB July 1999 - June 2012
Comverge, Inc February 2012 - May 2012
Siemens Power Ventures 1991 - 1999
Consolidated Power 1986 - 1990
Skills
Project Finance, Renewable Energy, Energy, Emerging Markets, Corporate Finance, Structured Finance, Investment Banking, Valuation, Financial Structuring, Private Equity, Strategy, Due Diligence, Mergers & Acquisitions, Analysis, Risk Management, Venture Capital
Education
Technical University Munich
MME
Widener University
MBA
Brean Capital, LLC March 2014 - Present
TF Market Advisors LLC 2011 - 2014
Fortress Investment Group 2007 - 2009
UBS 2003 - 2007
WestLB 2002 - 2003
Commerzbank AG 2001 - 2002
Deutsche Bank 1998 - 2001
Winthrop Stimson Putnam & Roberts 1992 - 1998
Skills
Hedge Funds, Fixed Income, Derivatives, Trading, Capital Markets, Securities, Equities, Investments, Financial Markets, Bonds, Financial Analysis, Financial Modeling, Valuation, Credit, Wealth Management, Asset Management, Private Equity, Banking, Investment Banking, Portfolio Management, Risk Management, Alternative Investments, VBA, Quantitative Research, Quantitative Analytics, Quantitative Finance, R, Bloomberg, Asset Allocation, Data Analysis, Microsoft Excel, Excel Models, options, SQL, Credit Derivatives, Structured Products, Financial Structuring, Options
Education
Yale Law School 1989 — 1992
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1987 — 1998
Master of Science (MS), Physics
Wesleyan University 1983 — 1987
BA, Physics and Mathematics
Signature Bank July 2015 - Present
JPMorgan Chase & Co. October 2014 - January 2015
JPMorgan Chase May 2014 - October 2014
Legal Interpreting Services March 2014 - May 2014
RBS Global Banking & Markets October 2010 - December 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2005 - September 2008
Merrill Lynch November 2004 - June 2005
WestLB June 2003 - October 2004
JPMorgan Chase July 2001 - May 2003
Skills
Fluent in Spanish,..., Loans, Bloomberg, Banking, Financial Institutions, Spanish, Portfolio Management, Credit Risk, Capital Markets, Sports Writing, Financial Risk, Financial Services, Risk Management, Credit, Analysis, Funding, Relationship Management, CRM, Finance, Fixed Income, Derivatives, Equities, Middle Office
Education
New York Institute of Technology 1988 — 1991
MBA, General Business
University of South Florida 1982 — 1986
Bachelor’s Degree, International Studies
International School of Geneva (Switzerland) 1978 — 1982
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nido de Aguilas International School (Chile) 1974 — 1978
Santiago College International School (Chile) 1973 — 1974
Prosper Marketplace November 2014 - Present
The Boston Consulting Group May 2007 - November 2014
WestLB October 2004 - December 2004
Skills
Strategy, Market Entry, Growth Strategies, Management Consulting, Corporate Development, Operations Management, Program Management, Talent Developer, Financial Modeling, M&A experience, Due Diligence, Emerging Markets, Private Equity, International Business, Investment Banking, Mergers & Acquisitions, Business Development, Management, Consulting, Start-ups
Education
University of St.Gallen 2005 — 2007
MA Strategy, M.A. in Strategy and International Management
The University of Chicago Booth School of Business 2006 — 2006
MBA (Exchange), Business
Singapore Management University 2003 — 2003
BA (Exchange), Business
Wells Fargo Securities June 2012 - Present
WestLB October 1993 - June 2012
Skills
Hedge Funds, Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Corporate Finance, Portfolio Management, Banking, Derivatives, Securities, Private Equity, Equities, Bloomberg, Credit
Education
Syracuse University
Bachelor of Science (BS), Accounting
Prime Financial Center June 2012 - Present
Crédit Agricole CIB June 2007 - June 2012
WestLB March 2004 - June 2007
Skills
Options, Derivatives, Bloomberg, Interest Rate Swaps, Bonds, Fixed Income, Commodity Markets, Trading, Interest Rate..., Sybase, Financial Markets, Microsoft SQL Server, Visual Basic, Risk Management, Commodity, Portfolio Management, VAR, Option Pricing Models, Interest Rate Hedging, Futures Trading, Equities, Structured Products, Finance, Capital Markets, Securities, Asset Management, Investments, summit, Reuters, Oracle SQL, Swaps, Hedge Funds, Credit Derivatives, Investment Banking, Market Risk, Alternative Investments, Hedging, ETFs, Investment Management, Asset Allocation, Interest Rates, Investment Advisory, Chartered Financial...
Education
Chartered Financial Analyst Institute
CFA, Finance
St. John's University
Morgan Stanley July 2015 - Present
Morgan Stanley July 2013 - Present
Morgan Stanley September 2012 - December 2012
Commerzbank AG August 2011 - October 2011
WestLB August 2010 - October 2010
Education
Universität zu Köln / University of Cologne 2009 — 2012
Bachelor of Science (B.Sc.), Wirtschaftswissenschaften, 1.3
Portigon Financial Services June 2014 - Present
Portigon AG (Formerly WestLB AG) July 2012 - Present
WestLB October 1999 - June 2012
PriceWaterhouseCoopers 1996 - 1999
DTCC July 1995 - July 1996
Skills
Corporate Finance, Internal Audit, Banking, Derivatives, Finance, Fixed Income, Product Control, Credit Derivatives, Capital Markets, Structured Finance, Investment Banking, Securitization, Structured Products, Financial Structuring, Valuation, Equities, Financial Analysis, Management
Education
University of Scranton 1991 — 1995
BS, Accounting
St Anthony's High School 1987 — 1991
Cologix, Inc. October 2010 - Present
Eagle River Partners November 2009 - October 2010
CIT July 2006 - November 2009
WestLB July 2005 - June 2006
Credit Suisse August 2000 - July 2004
Atherton Capital November 1998 - June 2000
Wells Fargo December 1996 - December 1998
Skills
Finance, Financial Modeling, Investment Banking, Private Equity, Due Diligence, Financial Analysis, Strategic Planning, Corporate Finance, Bonds, Mergers & Acquisitions, Leveraged Finance, Capital Markets, Valuation, Credit, Fixed Income, Hedge Funds
Education
Middlebury College 1991 — 1995
BA, Physics
Pingry School
Village of Hempstead November 2007 - Present
Deliverance Baptist Church November 2002 - Present
WestLB 1978 - 2005
Skills
Account Reconciliation, Back Office, Operational Risk, Securities, Program Management, Banking, Organizational..., Project Finance, Credit Analysis, Basel II, Credit, Budgets, Funding, AML, Loan Origination, Capital Markets, Management, Structured Finance, FX Options
Education
University of Phoenix-Jersey City Campus 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Citi August 2012 - Present
Citi September 2006 - Present
WestLB 2003 - 2006
JPMorgan and predecessor institutions, New York, NY1994-2001 January 1994 - September 2001
Intere Intermediaries, Inc. February 1979 - July 1991
Skills
Banking, Emerging Markets, Risk Management, Relationship Management, Structured Finance, Product Marketing, Marketing Communications
Education
Marymount Manhattan College
Bachelor of Science, Business Management and Finance
Valley National Bank January 2012 - Present
State Bank of Long Island October 2010 - December 2011
WestLB May 1989 - October 2010
National Bank of Kuwait March 1987 - May 1989
Skills
Portfolio Management, Credit Risk, Options, Treasury Management, Banking, Credit Analysis, Commercial Banking, Credit, Loans, Financial Structuring, Commercial Lending, Risk Management, Capital Markets, Cash Management, Structured Finance, Loan Origination, Fixed Income, Small Business Lending, Investment Banking, Financial Analysis
Education
State University of New York College at Oswego 1982 — 1986
BA, Economics
Bank of Tokyo-Mitsubishi UFJ December 2011 - Present
BayernLB July 2004 - December 2011
WestLB August 1997 - December 1999
Moody's September 1993 - December 1997
Education
University of Pennsylvania 1992 — 1993
MGA, Governement Administration and Finance
United States Military Academy at West Point 1981 — 1985
BS, General Engineering
Longview Systems July 2014 - January 2015
Longview Systems April 2014 - July 2014
Suncor Energy March 2011 - March 2014
Talisman Energy March 2010 - June 2011
ConocoPhillips March 2007 - August 2010
Longview Systems November 2005 - March 2007
IHS Energy July 2002 - February 2005
Railtrack December 2000 - March 2002
Old Mutual plc October 1999 - December 2000
WestLB November 1997 - December 1999
Skills
Solaris, Unix, Netbackup, Storage, System Administration, EMC Storage, Servers, Veritas, Sun, NetApp, Linux, Veritas Cluster Server, Server Architecture, ITIL, Storage Area Networks, Virtualization, Veritas Volume Manager, VMware ESX, VMware, Enterprise Architecture, Cluster, SAN, IT Service Management, IT Operations, Unix Shell Scripting, Windows Server, Technical Support, IT Management, Operating Systems, Data Center, Oracle, Infrastructure, DNS, System Deployment, Cisco Technologies, Active Directory, Disaster Recovery, NetBackup
Education
London Metropolitan University 1990 — 1993
BSc, Computer Science
UniCredit 1999 - Present
American Express 1998 - 1999
WestLB 1996 - 1998
EY 1989 - 1996
Skills
CPA State of NY, Registered 27
Education
University at Albany, SUNY 1986 — 1989
Bachelor's degree, Accounting and Finance
WageWorks 2006 - Present
WestLB 2004 - 2006
Prada, Inc 2004 - 2004
ARCADIS 2001 - 2003
Swiss Re, Inc 1997 - 2001
Skills
Deferred Compensation, Benefits Administration, HRIS, Employee Benefits, COBRA, Human Resources, Employee Engagement, HR Policies, Vendor Management, Mergers, Onboarding, HR Consulting, Succession Planning, Performance Management, Organizational..., PeopleSoft, Oracle, Hiring, FMLA, Workforce Planning, Sourcing, Employee Training, Open Enrollment, Organizational Design, Compensation, CRM, Change Management, Benefits Negotiation, Process Improvement, HR Transformation, Strategic HR, Outsourcing, Flexible Spending..., Health Savings Accounts, New Hire Orientations, Labor Relations, Workers Compensation, ERISA, Mergers, Talent Acquisition, Talent Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Sumitomo Mitsui Banking Corporation June 2013 - Present
Rosemount Capital Management, LLC July 2005 - June 2012
WestLB July 2003 - December 2004
HVB Group 1997 - 2003
BHF-BANK January 1991 - August 1997
Morgan Stanley 1988 - 1990
Wells Fargo 1981 - 1984
Skills
Credit Risk, Capital Markets, Banking, Financial Institutions, Structured Finance, Emerging Markets, Derivatives, Trade Finance, Hedge Funds, CFOs, Microsoft Excel, QuickBooks, FAS 157, German, AML, KYC, Investment Valuation, Fund Accounting, Portuguese, Microsoft Dynamics, Finance, Financial Reporting, Start-ups, Corporate Finance, Credit, Investment Banking, Investments, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Finance
Yale University 1977 — 1981
BA, Music
Linton High School '77 1974 — 1977
Fine Art Associates December 2010 - February 2013
Enterprise Holdings, Inc. May 2008 - December 2010
WestLB May 2003 - July 2005
Critical Mass (an arts consortium) September 1994 - October 2004
Barclays Capital April 2002 - April 2003
Salomon Smith Barney 2001 - 2002
11211 Magazine 1998 - 2002
ING Barings 1998 - 2001
SBC Warburg September 1996 - September 1997
The Divant Wing at the Distillery September 1990 - August 1995
Education
University of California, Los Angeles 1968 — 1973
Bachelor of Arts magna cum laude, English, honors
University of New Hampshire 1983 — 1985
Master of Arts (M.A.), English (Post 1970s Critical Theories)
University of Tulsa 1947 — 1960
School of Fine Arts, Music Preparatory, piano
Nonprofit Consultant April 2015 - Present
McLaren Oakland Hospital Foundation January 2015 - April 2015
Gifts For All God's Children 2013 - 2014
WATCH (Women At The Court House) 1999 - 2000
Allina Health 1998 - 1999
Alzheimer's Association® 1997 - 1998
March of Dimes 1994 - 1997
WestLB 1991 - 1994
Bank Austria AG 1987 - 1991
Deutsche Bank 1985 - 1987
Skills
Fundraising, Event Planning, Public Speaking, Nonprofits, Grant Writing, Event Management, Community Outreach, Volunteer Management, Budgets, Management, Leadership, Team Building, Volunteer Recruiting, Non-profit Board..., Financial Analysis, Volunteer Training, Community Development
Education
Michigan State University 1982 — 1985
BA, Finance
Independent April 2003 - Present
CBA Capital Partners May 2005 - July 2006
WestLB January 2002 - March 2003
Peters Associates November 1999 - December 2001
Merrill Lynch January 1997 - October 1999
Deutsche Bank July 1989 - December 1996
Skills
Mergers, Investor Relations, Securitization, Strategic Advisory, Bonds, Deal Structuring, Mezzanine, High Yield, Business Management, Lotus Notes, Treasury Management, Corporate Finance, Capital Markets, Debt, Derivatives, Private Equity, Venture Capital, Contract Negotiation, Due Diligence, Project Finance, Investments, Alternative Investments, Emerging Markets, Valuation, Financial Modeling, Structuring, Strategy Development, Structured Finance, Investment Banking, Business Strategy, Financial Analysis, Business Planning, IPO, Private Placements, Start-ups, Corporate Development, Management Consulting, Business Valuation, Restructuring, Equities, Joint Ventures, Entrepreneur, Corporate Governance, Funding, M&A experience, Strategic Planning, New Business Development, Entrepreneurship, Investment Advisory, Banking
Education
University of Southampton 1984 — 1987
BSc., Business Economics & Accounting
Natixis March 2010 - Present
Natixis December 2006 - March 2010
WestLB AG March 2004 - September 2006
WestLB AG March 1998 - April 2003
WestLB September 1992 - March 1998
Banque Indosuez June 1987 - September 1992
Skills
Compliance, Fixed Income, SWIFT, Summit, Midas, Team Management, Treasury Management, Bloomberg Terminal, Microsoft Office, Policy Writing, Procedure Manuals, Securities, Reconciliation, ABS, Settlements, Back Office, Operational Risk, Money Market, Bloomberg, FX, SWIFT payments, FX Options, Account Reconciliation, Trading, Financial Services, Settlement, Middle Office
Education
Thomas Edison State College 2003 — 2005
Bachelor's of Science in Business Administration
Accounting City University of New York 1981 — 1983
AAS Degree, Applied Sciences
Lloyds Banking Group September 2009 - January 2015
abcPediatric Home Health Care LLC January 2011 - June 2013
Lloyds Banking Group June 2009 - September 2009
Lloyds Banking Group June 2005 - June 2009
WestLB July 2004 - June 2005
J.P. Morgan March 2002 - July 2004
Marlin Leasing Corp September 2000 - March 2002
Skills
Credit Risk, Project Finance, Credit Analysis, Risk Management, Trade Finance, Corporate Finance, Structured Finance, Fixed Income, Commercial Lending, Financial Analysis, Structured Products, Portfolio Management, Financial Risk, Market Risk, Public Finance, Municipal Finance, Municipal Bonds, Municipalities, Municipal Credit Risk, Credit, ABS, Financial Structuring, Loans, Banking, Capital Markets, Investment Banking, Management, Derivatives
Education
Philadelphia University 1997 — 2000
Master of Business Administration (MBA), Finance, General
Temple University - Fox School of Business and Management 1994 — 1997
Bachelor of Business Administration (BBA), Finance, General
BNP Paribas October 2009 - Present
CLSA 2006 - 2009
WestLB 2005 - 2006
Citigroup 1999 - 2005
ED&F Man 1993 - 1999
Bear Stearns 1986 - 1993
Skills
Capital Markets, Credit Risk, Derivatives, Risk Management, Hedge Funds, Credit, Fixed Income, Financial Markets
Education
St. Francis College 1984 — 1987
BS, Business Management
The ExecuSearch Group March 2004 - Present
WestLB January 2001 - March 2004
Morgan Stanley January 1997 - January 2001
Coopers & Lybrand October 1993 - January 1997
Skills
Recruiting, Temporary Staffing, Human Resources, Financial Services, Consulting, Tax, CPA, Financial Reporting, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Analysis
Education
Syracuse University 1989 — 1993
BS, Accounting
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
Apollo Global Management LLC April 2012 - Present
Stryker Airsoft, LLC January 2011 - Present
Stone Tower Capital December 2006 - April 2012
WestLB April 2002 - November 2006
WinMill Software April 1998 - April 2002
Napa Group LLC February 1994 - April 1998
AT&T January 1989 - February 1994
Skills
Software Project..., Business Analysis, Project Management, Microsoft SQL Server, Program Management, Databases, SQL, Change Management, Team Leadership, Business Intelligence, Web Development, JavaScript, XML, HTML
Education
Purdue University 1984 — 1988
BS
Pope John XXIII 1980 — 1985
ABN AMRO February 2011 - Present
Morgan Stanley July 2006 - February 2011
WestLB 2002 - 2006
Banco Bilbao Vizcaya Argentaria 1999 - 2002
Bankers Trust/Deutsche Bank 1996 - 1999
Arthur Andersen LLP 1994 - 1996
Chemical Bank 1993 - 1994
Skills
AML, KYC, OFAC, Bank Secrecy Act, USA PATRIOT Act, Sanction, Financial Risk, Fraud, Operational Risk, Compliance
Education
Queens College 1990 — 1993
B.A. Accounting, Accounting and Business Law
ConAgra Foods February 2015 - Present
ConAgra Foods October 2013 - February 2015
Anheuser-Busch InBev February 2012 - May 2013
Anheuser-Busch InBev March 2010 - February 2012
Anheuser-Busch, Inc. January 2009 - March 2010
Anheuser-Busch Companies, Inc. May 2007 - December 2008
US Bank April 2001 - May 2007
WestLB January 1997 - April 2001
Skills
Marketing Strategy, Brand Management, Analytics, Customer Insight, Consumer Products, Microsoft Office, Strategic Planning, Financial Modeling, Forecasting, Sponsorship, Management, Budgets, Private Label, Cross Functional..., Cross Functional Team..., Development of..., Development &..., Managing Agency..., Product Launch, Product Innovation, Market Research, Marketing Research, Budgeting, Manage Client..., Relationship Management, Banking Solutions, Credit Analysis, Analysis, Sales, Leadership
Education
Washington University in St. Louis - Olin Business School 2002 — 2004
Masters of Business Administration
Truman State University 1992 — 1996
Bachelor of Arts, History and German
Surf Hunter Capital / Loan EXchange Communications, LLC September 2009 - Present
ING 2008 - 2008
WestLB 2005 - 2008
Loan EXchange Communications, LLC (LEXC) 1998 - 2003
Bear Stearns 1997 - 1998
The Bank of Tokyo-Mitsubishi 1990 - 1997
Skills
Leveraged Finance, Mergers, Venture Capital, Start-ups, Mergers & Acquisitions, Project Finance, Finance, Loans, Entrepreneurship, Credit, Business Strategy, Economics, Financial Structuring, Renewable Energy, Capital Markets, Banking, Structured Finance, Management Consulting
Education
New York University 1985 — 1989
JD-MBA, Law, Finance & Int'l Business
University of Michigan 1981 — 1985
BS, Elecrical Engineering
Citi April 2012 - Present
Morgan Stanley June 2007 - February 2012
Morgan Stanley May 2003 - June 2007
WestLb November 2000 - May 2003
Asahi Bank December 1998 - October 2000
Skills
Financial Risk, Product Control, Valuation Control, Valuation, Fixed Income, Derivatives, Market Risk, Equity Derivatives, Investment Banking, Interest Rate..., Finance, Market Data, Trading, Capital Markets, Equities, Emerging Markets, Risk Management, FX Options, Options, Portfolio Management, Bloomberg, Financial Services, Commodity, Structured Products, CDS, Investments, Bonds, Interest Rate Swaps, Settlement
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
B.A., Economics
Ady Endre Gimnazium 1987 — 1991
smartTrade Technologies June 2014 - Present
Teriva October 2012 - June 2014
WestLB January 2007 - September 2012
Bloomberg LP October 2005 - January 2007
Bloomberg LP July 2004 - October 2005
Skills
Bloomberg, Derivatives, Fixed Income, Interest Rate..., Capital Markets, FX Options, Bloomberg Terminal, Financial Markets, Equities, Trading, Options, Credit Derivatives, Financial Risk, Credit, Finance, Economics, Financial Modeling, Foreign Exchange
Education
Syracuse University 2000 — 2004
Finance, Economics (double major)
State Street March 2015 - Present
Princeton Financial Systems June 2012 - March 2015
WestLB Mellon Asset Management May 2006 - September 2011
WestLB January 2000 - April 2006
Steria Mummert Consulting AG April 1998 - December 1999
Skills
Datenlager, Unternehmensanalyse, Business-Intelligence, SQL, ETL, PL/SQL, Unix, Softwareentwicklung, Software-Projektleitung, Integration, Anforderungsanalyse, Business Objects, Microsoft SQL Server, SDLC, Softwaretests, Oracle, Datenbanken, Visual Basic, Agile Methoden, Datenbankdesign
Education
Technische Universität Kaiserslautern 1990 — 1997
Diplom Ingenieur / Master of engineering, Bauingenieur/civil engineer
Sumitomo Mitsui Banking Corporation November 2008 - Present
private buyer 1994 - 2013
Deutsche Bank September 2007 - April 2008
RZB Finance LLC July 2000 - April 2007
BHF (USA) Capital Corporation April 1994 - July 2000
Deutsche Bank August 1989 - April 1994
WestLB 1986 - 1989
Skills
Financial Analysis, Financial Modeling, Group Presentations, Credit Analysis, Risk Management, Spreadsheets, Consumer Products, Capital Markets, Credit, Structured Finance, Leveraged Finance, Banking, Corporate Finance, Loans, Credit Risk
Education
SUNY Old Westbury 2007 — 2008
Coursework towards MS in Accounting
Saint John's University - Peter J. Tobin College of Business 1994 — 1999
Master of Business Administration (MBA), Finance and Financial Services Management
American Institute of Banking 1980 — 1983
Professional Banking Certificate, Credit and Risk Management
New York University 1974 — 1978
BA, German
Loyola School 1970 — 1974
BBVA May 2014 - June 2015
JPMorgan Chase & Co. January 2013 - May 2014
WestLB October 2007 - January 2013
Merrill Lynch Bank & Trust Co March 2006 - October 2007
Deutsche Bank Securities Inc September 1997 - March 2006
Skills
Microsoft Office, Management, Leadership, Microsoft Excel, Microsoft Word, Research, Training, Banking, Risk Management, Financial Risk, Securities, Due Diligence, Internal Audit, Derivatives
Education
Massapequa
Nassau Community College
Business Administration and Management, General
Splashtop Inc. August 2006 - Present
OSA Technologies / Avocent October 2000 - June 2006
WestLB November 1999 - October 2000
Citigroup, Sales and Trading July 1994 - November 1999
Skills
Cloud Computing, SaaS, Start-ups, Product Marketing, Business Development, Strategic Partnerships, Mobile Devices, Software Development, Product Management, Mergers & Acquisitions, Fundraising, Greater China, Business Model..., Mobile Technology, Cross-functional Team..., Finance, Remote Device Management, Mobile Marketing, Investment Banking, Information Technology, Strategy, Management, B2B, B2C
Education
Massachusetts Institute of Technology 1990 — 1994
BS, Electrical Engineering, 5.0 / 5.0
Eden Technologies January 2002 - Present
Pfizer 2000 - 2001
WestLB 1999 - 2000
Bond Technologies 1999 - 2000
Education
The Cooper Union for the Advancement of Science and Art 1997 — 1998
MS, Civil Engineering
The Cooper Union for the Advancement of Science and Art 1993 — 1997
BA, Civil Engineering
Intrinsic Partners LLC April 2009 - Present
Oracle Financial Services November 2007 - April 2009
The Bank of New York October 2006 - June 2007
Merrill Lynch 2004 - 2006
UBS 2002 - 2004
Westlb 1997 - 2002
Citibank 1994 - 1997
JPMorgan Chase 1991 - 1994
Skills
Risk Management, Enterprise Risk..., Business Analysis, Information Security, MS Excel Pivot Tables, Banking, Project Management, Integration, Structured Finance, Risk Assessment, Capital Markets, Credit Risk, Due Diligence, Analytics, Relationship Management, Enterprise Software, Business Process..., Financial Risk, Financial Services, Investment Banking, Problem Solving, PowerPoint, Microsoft Word, UAT Coordination
Education
Brookdale Community College
Saint John's University - Peter J. Tobin College of Business
MBA - Accounting
International Monetary Fund August 2010 - Present
Fazenda Floresta Exploração Florestal Agrícola e Pecuária Ltda. January 2005 - Present
Allianz July 2009 - June 2010
European Central Bank February 2008 - September 2008
Morgan Stanley 2004 - 2007
WestLB 1996 - 1997
Skills
Emerging Markets, Economics, Macroeconomics, Economic Research, Asset Allocation, Quantitative Finance, Global Macro, Interest Rate..., Timber, Forestry, Fixed Income, Strategy, Econometrics, Economic Development
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 2005 — 2009
PhD and MSc in Economics
London School of Economics and Political Science 2002 — 2003
MSc, Development Studies
Colegio Visconde de Porto Seguro
Time Warner Cable Executive AssistantTime Warner Cable2005 - 2010
WestLB 2000 - 2005
Century America 1991 - 1993
Education
St. Joseph's College
WestLB Systems OfficerMorgan Guaranty
Education
Pace University - Lubin School of Business 1979 — 1983
XL Catlin September 2011 - Present
QBE Americas November 2008 - August 2011
Exporters Insurance May 2007 - November 2008
TD Securities 2003 - 2007
Banca Intesa 2001 - 2003
Rabobank 1995 - 2001
WestLB May 1991 - September 1995
Security Pacific National Bank January 1982 - May 1991
Skills
Underwriting, Political Risk Analysis, Risk Management, Insurance, Financial Risk, Credit Risk, Credit Analysis, Credit, Reinsurance, Structured Finance, Banking, Financial Analysis, Due Diligence, Corporate Finance, Brokers, Trade Finance, Valuation, Emerging Markets, Capital Markets, Portfolio Management, Commercial Banking, Investments, Financial Modeling, Financial Structuring, Asset Management, Finance, Trading, Credit Insurance, Commercial Insurance, General Insurance, Loans, Mergers & Acquisitions, Relationship Management, Financial Institutions, Export Finance
Education
Pomona College
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA
Barclays Capital August 2006 - Present
WestLB August 2003 - July 2006
Credit Suisse September 1985 - July 2003
Skills
Financial Structuring, Structured Finance, Investment Banking, Project Finance, Emerging Markets, Private Equity, Credit, Capital Markets, Derivatives, Portfolio Management, Fixed Income, Trading, Renewable Energy, Investments, Corporate Finance, Valuation, Hedge Funds, Financial Markets, Risk Management, Equities, Asset Management
Education
University of Geneva 1984 — 1988
Mariner Investment Group April 2013 - Present
Concordia Advisors March 2008 - April 2013
Bear Stearns April 2007 - November 2007
WestLB September 2005 - March 2007
JPMorgan Chase October 2002 - September 2005
JPMorgan Chase October 2000 - October 2002
Education
Northeastern University
Bachelor of Science, Finance and International Business
WestLB April 2009 - Present
WestLB, Brightwater Capital January 2007 - April 2009
Mizuho Corporate Bank 2005 - 2007
Education
University of Michigan 2000 — 2004
BA, Economics
CIT January 2013 - June 2015
CIT July 2006 - December 2012
WestLB May 1999 - June 2006
ANZ Investment Bank June 1997 - May 1999
Skills
Private Equity, Structured Finance, Project Finance, Restructuring, Loan Origination, Loans, New Business Development, CRM, Analysis, Financial Advisory, Telecommunications, Energy, Capital Markets, Corporate Finance, Financial Structuring, Portfolio Management, Financial Modeling, Due Diligence, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Finance, Hedging, Mezzanine
Education
The George Washington University 1995 — 1997
MA, International Affairs
Azusa Pacific University 1989 — 1993
BA, Business Administration & Global Studies
Bank of Texas April 2013 - Present
Wells Fargo August 2004 - March 2013
WestLB 1998 - 2004
Banamex 1990 - 1998
Education
Texas Christian University 1985 — 1989
BBA, Finance and Real Estate
Texas Christian University - M.J. Neeley School of Business
BBA, Finance - Real Estate
University of North Texas
Carlyle Capital Corp August 2006 - Present
WestLB June 2003 - August 2006
TD Securities February 2000 - June 2003
Bank of New York Mellon June 1998 - January 2000
Education
LIU Post 1996 — 1998
MBS, Finance
University at Albany, SUNY 1990 — 1994
BS, Computer Science / Applied Mathematics
Royal Bank of Scotland October 2009 - Present
Morgan Stanley May 2000 - January 2009
WestLB 1998 - 2000
ING 1996 - 1998
Brown Brothers Harriman 1995 - 1996
Skills
Number Theory, Perl, C++, G++, OOP, Object Oriented Design, STL
Education
New York University 1998 — 2001
Master of Science (M.S.), Computer Science
University of Rhode Island 1988 — 2001
B.S., Applied Mathematics
Worcester Polytechnic Institute
Capital One March 2015 - Present
Societe Generale October 2010 - February 2015
Royal Bank of Scotland August 2002 - September 2010
WestLB 1997 - 2002
The Chase Manhattan Bank 1996 - 1997
Fleet National Bank 1994 - 1996
Skills
Series 7, Infrastructure, Project Finance, Renewable Energy, Commodity, Loans, Syndications, Financial Markets, Structured Finance, Energy, Credit, Capital Markets, Investment Banking, Financial Structuring, Trading
Education
Trinity College-Hartford 1990 — 1994
BA, English Literature
Groton School 1987 — 1990
Crédit Agricole Corporate and Investment Bank January 1994 - Present
Credit Lyonnais 1994 - 2004
Deutsche Bank April 1993 - December 1993
WestLB 1988 - 1993
Bayerische Vereinsbank 1986 - 1988
Education
New York University 1981 — 1985
B.A., Germanic Languages & Literatures, Journalism/Economics (double minor)
WestLB 2000 - Present
Globus LLC 1999 - Present
Siemens Energy Ventures 1991 - 1999
Education
Widener University 1970 — 1973
MBA
Technical University Munich 1961 — 1968
MME
Annaly Management Company April 2014 - February 2015
Ally Financial Inc. March 2011 - March 2014
WestLB November 2006 - March 2011
Deutsche Asset Management March 2003 - November 2006
Skills
Structured Finance, Derivatives, Fixed Income, Risk Management, Market Risk, Capital Markets, Financial Modeling, Investment Banking
Education
St. John's University
Credit Agricole CIB July 2006 - Present
WestLB 1999 - 2005
Credit Suisse 1995 - 1999
Accenture 1986 - 1988
Education
Massachusetts Institute of Technology - Sloan School of Management
Northwestern University
Carver Federal Savings Bank March 2011 - Present
Various assignments March 2010 - October 2010
Sumitomo Mitsui Banking Corporation December 2007 - January 2010
Moody's Investors Service May 2006 - November 2007
WestLB January 1999 - January 2006
The Toyo Trust & Banking Co., Ltd. June 1995 - December 1998
The Bank of New York April 1988 - September 1992
Skills
Securities, Credit, Credit Analysis, Financial Risk
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
M.B.A., Finance
New York University 1979 — 1983
BS, Management, Economics
Natexis Finance Vice PresidentCiti Group2006 - 2007
Loring Ward 2005 - 2006
WestLB 2003 - 2005
JP Morgan Chase 1997 - 2003
Skills
Valuation, Derivatives, Equities, Capital Markets, Fixed Income, Financial Analysis, Financial Modeling, Private Equity, Finance, Corporate Finance, Banking, Risk Management, Asset Management
Education
The College of New Jersey 1992 — 1996
CMS Internet Solutions, Inc August 2000 - Present
CMS Internet Solutions January 2000 - Present
New York City Board of Education January 1997 - April 1999
Westlb 1992 - 1996
CBS Broadcasting May 1992 - December 1993
Skills
WordPress Theme and..., More or less everything..., CSS3, HTML 5, Snow Removal, Responsive Web Design, iPad Apps, CSS
Education
State University of New York at Stony Brook 1981 — 1986
Life, Everything, 23
RBC Capital Markets August 2011 - Present
WestLB 2008 - August 2011
CIBC World Markets 2005 - 2008
Nomura / Moody's July 2004 - April 2005
First Data Corporation 2003 - 2004
The Bank of New York 2001 - 2003
JPMorgan Chase 1994 - 2001
Sargoy, Stein, Rosen & Shapiro 1993 - 1994
Merrill Lynch 1990 - 1992
Skills
Auditing, CPA, Capital Markets, Commercial Banking, Derivatives, Enterprise Risk..., FX Options, IT Audit, Internal Audit, Investment Banking, Operational Risk, Operational Risk..., Retail Banking, Risk Management, Sarbanes-Oxley Act, Trading, Treasury
Education
Saint John's University 1993 — 1996
MBA, Accounting
New York University 1986 — 1990
BS, Finance & International Business
RKB Capital Partners 2015 - Present
BrightCore Energy 2015 - Present
NextEra Energy Resources May 2013 - June 2015
Smart Energy Capital April 2009 - May 2013
Lehman Brothers 1999 - 2008
WestLB 1997 - 1999
Citibank 1995 - 1997
Skills
Cleantech, Structured Finance, Private Equity, Renewable Energy, Financial Structuring, Venture Capital, Project Finance, Capital Markets, Investment Banking, Alternative Energy, Corporate Development, Emerging Markets, Energy, Financial Modeling, Securitization, Solar Energy
Education
Yale University 1994 — 1995
MA, International Economics and Finance
Lomonosov Moscow State University (MSU) 1989 — 1994
BS, Mathematics / Economics
HAITONG September 2015 - Present
Espírito Santo Investment Bank (BESI) May 2009 - September 2015
Banco Bilbao Vizcaya Argentaria March 2007 - 2009
HSBC October 2006 - March 2007
WestLB August 2000 - October 2006
Skills
Structured Finance, FX Options, Fixed Income, Capital Markets, Derivatives, Collateral Management, Securities, Trading, Middle Office, Trade Finance, Treasury, Securities Lending, Loans, Equity Derivatives, Swaps, Hedge Funds, Investment Banking, KYC, Operational Risk, Bonds, Structured Products, Equities, Financial Markets
Education
College of Aeronautics 1985 — 1989
New York University - Polytechnic School of Engineering
SunGard February 2015 - Present
SunGard August 2014 - February 2015
SunGard February 2012 - August 2014
SunGard February 2010 - February 2012
SunGard GMI March 2006 - February 2010
SunGard GMI July 2002 - March 2006
SunGard Futures Systems June 1999 - July 2002
Deutsche Bank November 1998 - June 1999
WestLB May 1995 - August 1998
Merrill Lynch Europe 1994 - 1995
Skills
Derivatives, FX, Back Office, Options, Settlements, GMI, Business Analysis, Software Project..., SDLC, Investment Banking, Change Management, Testing, Requirements Analysis, Team Leadership, AS400, Unix, IBM iSeries, FX Options, Settlement, Quality Assurance, Regression Testing, Electronic Trading, Capital Markets, SQL, Bonds, Middle Office, Financial Markets, Market Data, Securities, Foreign Exchange, User Acceptance Testing, Trading Systems, Software Quality..., Equity Derivatives, Interest Rate..., Market Risk, Fixed Income, Swaps, Credit Derivatives, Prime Brokerage
Education
University of Otago 1986 — 1991
Bachelor of Science, Mathematics
EAA Portfolio Advisers LLC July 2014 - Present
Portigon AG (f/k/a WestLB) 2007 - July 2014
WestLB 2003 - 2007
Moody's Investors Service 2001 - 2003
Citigroup 1994 - 2001
Deloitte & Touche 1983 - 1994
Skills
Securitization, Residential Mortgages, Fixed Income, Capital Markets, Structured Products, Risk Management, Structured Finance, Mortgage Lending, Trading, Securities, Derivatives, ABS, Credit Derivatives, Bonds, Financial Structuring
Education
Miami University 1979 — 1983
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group August 2008 - December 2013
Invicta Financial Group June 2004 - July 2008
WestLB January 2002 - May 2004
Marsh 2001 - 2002
WestLB January 1996 - June 2000
Deutsche Bank 1991 - 1993
Mocatta Metals Corp 1984 - 1988
Skills
Derivatives, Risk Management, Fixed Income, Equities, Capital Markets, Python, Credit, Hedge Funds, Alternative Investments, Investment Banking, ALM, Counterparty Risk, Credit Derivatives, C++, VBA, Financial Markets, Trading, Options, Financial Modeling, Mergers & Acquisitions, Asset Management, Business Analysis, Strategy
Education
University of Kent 1983 — 1984
MSc, Computer Science
Trinity Hall, University of Cambridge 1979 — 1982
MA, Natural Science
St Edmunds School 1975 — 1979
Credit Agricole CIB May 2014 - Present
Alvarez & Marsal December 2012 - January 2014
Portigon AG (formerly WestLB AG) January 2009 - December 2012
WestLB June 2004 - January 2009
Mizuho Corporate Bank September 2000 - June 2004
Skills
Structured Finance, Project Finance, Investments, Mezzanine, Loan Origination, Syndications, Real Estate Economics, Asset Managment, Valuation, Due Diligence, Capital Markets, Investment Banking, Financial Structuring, Financial Modeling, Corporate Finance, Private Equity, Real Estate, Emerging Markets, Equities, Asset Management, Portfolio Management
Education
Maurice A. Deane School of Law at Hofstra University 1997 — 2000
Juris Doctorate
New York University 1991 — 1995
Bachelor of Arts
Xaverian 1987 — 1991
Axiom Asset Advisors April 2014 - Present
Vida Capital 2010 - April 2014
WestLB 2006 - 2010
Bear Stearns 2004 - 2006
Skills
Private Equity, Asset Managment, Financial Modeling, Asset Management, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Due Diligence, Financial Structuring, Investments, Portfolio Management, Valuation, Finance, Financial Analysis, Capital Markets, Fixed Income
Education
Northwestern University
BA, Economics
Texas Southern University-Thurgood Marshall School of Law August 2014 - Present
Florida Coastal School of Law August 2011 - May 2014
New York Law School August 2009 - December 2013
WestLB March 2007 - August 2011
Cadwalader Wickersham and Taft September 2005 - March 2007
Merrill Lynch November 2006 - February 2007
Thelen Reid Brown Raysman & Steiner LLP September 2002 - September 2005
McDermott, Quilty & Miller LLP September 2000 - August 2002
Superior Court of Massachusetts September 1999 - August 2000
CFMP 1997 - 1997
Skills
Corporate Law, Securities, Commercial Litigation, Legal Writing, Bankruptcy, Structured Finance, Capital Markets, International Law, Mediation, Legal Research, Restructuring, Legal Advice, Private Equity, Corporate Finance, Banking Law, Derivatives, Finance, Dispute Resolution, Legal Assistance, Contract Negotiation, Arbitration, Hedge Funds, Mergers & Acquisitions, Alternative Dispute..., Project Finance, Joint Ventures, Westlaw, Employment Law, Due Diligence, Licensing
Education
Suffolk University Law School 1996 — 1999
JD, Magna Cum Laude
Northeastern University 1992 — 1995
B.S., Major: Criminal Justice; Minor: Italian Language
Westwood High School 1989 — 1992
Alpine Homecare, LLC December 2012 - Present
WestLB 2008 - November 2012
WestLB 2008 - 2008
WestLB 2003 - 2008
WestLB 1999 - 2003
WestLB 1997 - 1999
WestLB 1994 - 1997
WestLB 1993 - 1994
Education
University of Toronto - Rotman School of Management 1992 — 1993
MBA, Finance, Marketing, International Economics
Universität Duisburg-Essen, Standort Essen 1987 — 1992
Dipl. Kfm., Finance, Marketing, International Economics
KPMG Advisory November 2010 - Present
Expansion Capital Partners December 2009 - November 2010
WestLB November 2006 - January 2009
Moody's 1999 - 2006
Skills
Securitization, Asset Based Lending, Valuation, Structuring, Client Relationship..., Negotiation, Credit Portfolio..., Strategic Consulting, New Business Development, Financial Structuring, Investments, Portfolio Management, Due Diligence, CRM, Capital Markets, Corporate Finance, Structured Finance, Private Equity, Finance, Investment Banking, Fixed Income, Financial Modeling
Education
New York University - Leonard N. Stern School of Business
MBA/MS, Finance, Marketing, Statistics
University of Connecticut
BA, Economics
Pipeline Fellowship February 2015 - Present
Citi July 2012 - Present
Stevens Cooperative School July 2011 - Present
Citigroup July 2010 - July 2012
WestLB June 2009 - June 2010
WestLB 2004 - June 2009
UBS 2003 - 2003
Salomon Smith Barney 1999 - 2003
Morgan Stanley 1995 - 1997
CDC Securities 1994 - 1995
Skills
Credit Trading, CDS, Loans, Portfolio Management, Leveraged Finance, Credit, Banking, Research, Fixed Income
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Rhode Island 1990 — 1994
B.A.
Markit January 2010 - Present
Storm Networks August 2008 - December 2009
WestLB July 2006 - July 2008
Deustche Bank December 2003 - June 2006
Prudential Financial May 2003 - November 2003
Deloitte Consulting LLP July 1999 - February 2003
Skills
Project Management, Fixed Income, Investment Banking, Derivatives, Business Analysis, Capital Markets, Equities, Portfolio Management, Risk Management, Financial Modeling, IT Strategy, Requirements Analysis, Structured Finance, Hedge Funds, Financial Markets, Asset Managment, Business Strategy, Trading, Investments, Analysis
Education
Suny Albany 1995 — 1999
Bachelor of Science (B.S.), Finance and Management Information Systems
Self Employed July 2013 - Present
Bertelsmann / Book Club Associates January 2000 - December 2005
WestLB March 2000 - December 2000
Schal Construction Management - at Tate Gallery Bankside March 1997 - November 1999
Skills
Organization, Nutritional Counseling, Health Counseling, High Level..., Personal Administration, Administrative..., Secretarial Skills, Travel Planning, Lifestyle Coaching, Weight, Leadership, Nutrition Education, Wellness Coaching
Education
IIN - Institute of Integrative Nutrition 2012 — 2013
Holistic Health
University of San Diego 1992 — 1994
International Business
RH Advisors July 2008 - Present
Mitsubishi UFJ Securities, Tokyo October 2007 - June 2008
Mitsubishi UFJ Securities May 2006 - September 2007
Mizuho Financial Group April 2005 - April 2006
WestLB February 2001 - July 2004
WestLB June 1997 - January 2001
Skills
Investment Strategies, Econometric Modeling, Translation, Macroeconomics, Data Analysis, Econometrics, Technical Translation, Economic Forecasting, Forecasting, Financial Forecasting, Japanese, Financial Modeling, Deal Structuring, Management Consulting, Investment Banking, Corporate Finance, Equities, Capital Markets, Derivatives, Equity Research, Trading, Hedge Funds, Finance, Financial Markets, Mergers, Structured Finance, FX Options, Valuation, Fixed Income, Investments, Options, Economics, Strategy, Treasury
Education
University of South Carolina - The Moore School of Business 1994 — 1997
International MBA (MIBS), Finance
Waseda University 1995 — 1996
Japanese Language Certificate, Japanese Language and Literature
Wheaton College 1986 — 1990
BA, Philosophy
HSBC Global Banking and Markets June 2014 - Present
Helm Bank USA March 2014 - May 2014
JPMorgan Chase February 2014 - March 2014
BBVA NY BRANCH February 2007 - February 2014
UBS Investment Bank August 2006 - February 2007
Deutsche Bank June 2006 - August 2006
Mercantil Commercebank N.A. April 2006 - June 2006
Bank of America December 2005 - March 2006
WestLB August 2004 - December 2005
TD March 2004 - July 2004
Skills
AML, Financial Risk, Banking, OFAC, Bank Secrecy Act, Due Diligence, Risk Assessment, Internal Audit, KYC, USA PATRIOT Act, Securities, Internal Controls, Portfolio Management, Sanction, Investments, Management, Derivatives, Process Improvement, Financial Institutions, Regulations, Risk Management, Investment Banking, Financial Regulation, Operational Risk..., Capital Markets, Operational Risk, Fixed Income, Credit Risk, Enterprise Risk..., Financial Services, Trade Finance, CAMS, Fraud, Financial Markets, FX Options, Hedge Funds, @Risk, Anti Money Laundering
Education
New York University 1990 — 1991
Advanced Professional Certification - Info Systems Audit, Accounting and Finance
Queens College 1986 — 1989
Bachelor of Applied Science (B.A.Sc.), Accounting
Dresdner Kleinwort Vice PresidentDresdner KleinwortApril 2006 - Present
Fortis Bank January 2005 - April 2006
WestLB January 2004 - January 2005
Education
Trinity College-Hartford
DBS Bank, Ltd March 2011 - Present
Wells Fargo / Wachovia July 2005 - March 2011
Southwest Bank of Texas January 2002 - October 2003
WestLB September 2000 - August 2001
Credit Agricole September 1995 - September 2000
Natixis March 1993 - September 1995
The Fuji Bank, Limited July 1989 - March 1993
Texas Commerce Bank, NA June 1988 - July 1989
Mobil Oil June 1985 - August 1986
Skills
Credit Analysis, Portfolio Management, Credit, Capital Markets, Corporate Finance, Finance, Commercial Banking, Loans, Restructuring, Risk Management, Credit Risk, Strategy, Leadership, Financial Structuring, Financial Modeling, Data Analysis, Leveraged Finance, Structured Finance, Banking, Investment Banking
Education
The University of Texas at Austin 1981 — 1985
Bachelor's degree, Finance
The University of Texas at Austin 1981 — 1985
Bachelor's degree, Data Processing and Analysis
Texas A&M University 1986 — 1988
MBA
Monterey High School 1978 — 1981
Graduate
MatadorFX LLC July 2010 - Present
Prudential Financial May 2002 - July 2010
WestLB October 1996 - January 2002
HSBC May 1991 - October 1996
Skills
Trading, FX Options, Options, Commodity, Financial Markets, Capital Markets, Hedge Funds, Foreign Exchange, Fixed Income, Equities, Technical Analysis, Electronic Trading, Investments, Currency
Education
Pace University - Lubin School of Business
Seton Hall Prep
University of Maryland College Park
Bloomberg LP July 2013 - Present
CCM securities a Bluefin Company March 2012 - June 2013
BNP Paribas April 2010 - December 2011
BNP Paribas Fortis January 2002 - April 2010
WestLB 1997 - 2002
Credit Suisse 1995 - 1996
Republic National Bank 1990 - 1995
NatWest Bank PLC New York 1989 - 1990
Skills
FX Options, FX trading, Electronic Trading, Series 7, Series 63, FX Hedging, Sales Management, Strategic Planning, Sales Operations, Series 3
Education
Providence College 1985 — 1989
BA, History
Chaminade
Bank of America August 2012 - Present
Bank of America Merrill Lynch January 2007 - August 2012
Freeborders August 2003 - November 2008
WestLB July 2002 - August 2003
J.P. Morgan 1994 - 2000
Skills
Investment Banking, Credit Derivatives, Middle Office, Fixed Income, Derivatives, CDS, Business Analysis, Program Management, Business Process..., Swaps, Process Engineering, Management Consulting, Structured Products, Bonds, Change Management, Securities, Operations Management, Strategic Planning, Rates, Electronic Trading, MBS, Product Control, Requirements Analysis, Trading, Equities, FX Options, Bloomberg, Risk Management, Market Risk, Equity Trading, Back Office, Hedge Funds, Trading Systems, Equity Derivatives, Project Portfolio..., Capital Markets, Interest Rate..., Operational Risk
Education
College of Law 1994 — 1995
Common Professional Exam
Queen Mary University of London 1989 — 1992
BA Honours, Medieval & Modern History
HP January 2005 - Present
WestLB 1997 - 2005
Skills
Disaster Recovery, Data Center, Unix, Solaris, System Administration, Linux, Windows Server, Servers
Education
University at Buffalo 1987 — 1992
Bachelor, Economics
Mid-Market Securities, LLC 2004 - Present
U.S. Department of Energy July 2008 - Present
Madigan Resources, LLC 2003 - Present
North Avenue Research, LLC January 2012 - June 2013
New Harbor Incorporated 1999 - 2003
WestLB 1993 - 1999
Lehman Brothers 1983 - 1993
Cleary Gottlieb Steen & Hamilton LLP 1978 - 1983
Education
New York University School of Law 1975 — 1978
J.D., Law
Stanford University
A.B., Philosophy
WestLB 2004 - January 2015
Summit Bank Corp 1999 - 2001
Summit Bank Corp 1999 - 2001
Summit Bank Corp 1999 - 2001
Summit Bank Corp 1999 - 2001
Skills
Financial Structuring, Structured Finance, Syndications, Leveraged Finance, Capital Markets, Loans, Credit, Portfolio Management, Banking, Investment Banking, Corporate Finance, Fixed Income, Financial Modeling, Private Equity, Valuation, Credit Analysis, Management, Due Diligence, Derivatives
Education
Ohio University
Bachelor of Business Administration (BBA)
Strategic Investment Group April 2014 - Present
Strategic Investment Group January 2014 - March 2014
AMUNDI Asset Management (London) June 2007 - December 2013
Dresdner Kleinwort 2004 - 2007
IMF March 2003 - August 2004
Credit Agricole Asset Management 1999 - 2003
WestMerchant 1997 - 1999
WestLB 1996 - 1997
Education
Wayne State University 1992 — 1998
PhD
Kiel Institute for World Economics 1989 — 1990
ASP
The University of Freiburg 1983 — 1987
BA
University of Toronto
Telum Capital, LLC 2005 - Present
CBS Sports 2011 - Present
Innovative Carpentry 2003 - Present
WestLB 1993 - 2003
ABC - Monday Night Football - via SAP 1997 - 1999
CBS Sports 1995 - 1998
Banque Indosuez 1988 - 1993
Skills
Capital Markets, Fixed Income, FX Options, Derivatives, Structured Finance, Trading, Currency, Business Operations, Setting up new..., Small Business..., Bonds, Hedge Funds, Credit Derivatives, Financial Structuring, Equities, Structured Products, Financial Markets, Trading Systems, Investment Banking, Options
Education
University of Notre Dame 1983 — 1987
Bachleor of Arts, Economics
Scotia Capital July 2011 - Present
Lloyds Bank Corporate Markets October 2009 - July 2011
WestLB August 2006 - August 2009
Education
University of St. Thomas (TX) 2004 — 2006
MBA, Business - Finance
The University of Texas at Austin 1999 — 2003
BA, Geology
HSBC December 2012 - January 2014
HSBC June 2012 - October 2012
Mitsubishi UFJ Fund Services September 2008 - January 2012
BNY Mellon January 2007 - June 2008
WestLB 2000 - 2006
Skills
AML, KYC, Risk Assessment, Financial Analysis, Analysis, OFAC, Bank Secrecy Act, Software Documentation, USA PATRIOT Act, Management, Leadership, CRM, Policy, Quality Assurance, Fixed Income, Banking
Education
Pace University - Lubin School of Business
Certified Compliance and Regulatory Professional Certification, Corporate Governance
Pace University - Lubin School of Business
BBA, Accounting
Moody's Analytics June 2013 - Present
Bank of America November 2009 - April 2013
WestLB April 2008 - September 2009
Moore Stephens Business Solutions June 2007 - March 2008
TIAA-CREF November 2004 - June 2007
Citigroup March 2000 - April 2004
Deutsche Bank June 1999 - February 2000
Paine-Webber November 1997 - May 1999
Skills
T-SQL, Microsoft SQL Server, Data Warehousing, SSIS, ETL, Database Design, Data Modeling, Data Warehouse..., Erwin, Stored Procedures, SQL, DTS, OLAP, Unix, Crystal Reports, Relational Databases, Visio, Informatica, Visual Basic, Sybase, Software Documentation, PL/SQL, Disaster Recovery, Performance Tuning, Databases, Business Objects, SDLC, Data Migration, Architecture, Integration, Scrum, Software Development, VB.NET, SQL Tuning, Business Process, Analysis Services, High Availability, DB2, Oracle, Data Integration
Education
Odessa State Polytechnic University
AMP Capital August 2015 - Present
NYC Retirement System August 2012 - August 2015
WestLB October 2010 - August 2012
Dexia June 2005 - September 2010
Skills
Structured Finance, Project Finance, Financial Modeling, Financial Structuring, Interest Rate..., Financial Analysis, Credit Analysis
Education
University at Albany, SUNY 2001 — 2005
BS, Finance
Investment Bank February 2013 - Present
BNP Paribas Fortis 2008 - 2012
Lehman Brothers July 2006 - August 2008
WestLB 2005 - 2006
WestLB 2002 - 2005
Novo 2000 - 2002
Yantra Corporation September 1999 - November 2000
Skills
Business Analysis, Risk Management, Portfolio Management, Asset Managment, Banking, Vendor Management, Bloomberg, Financial Analysis, Structured Finance, Equity Derivatives, FX Options, Fixed Income, Equities, Hedge Funds, Derivatives, Application Lifecycle..., Applications, Business Applications, Applications Delivery, Application Architecture, Application Frameworks, IT Management, IT Operations, Enterprise IT Strategy, IT Audit, IT Solutions, Trading Systems, Financial Services, Analytics, SDLC, Finance, Asset Management, Software Development
Education
National Institute of Technology Kurukshetra
University of Missouri-Rolla
MS
Reval February 2011 - Present
Misys May 2008 - February 2011
The Carlyle Group August 2006 - April 2008
WestLB June 2003 - August 2006
TD Securities February 2000 - June 2003
Bank of New York Mellon June 1998 - January 2000
JP Morgan Chase February 1995 - August 1996
Skills
Derivatives, Capital Markets, Structured Products, Middle Office, Credit Derivatives, Summit, Fixed Income, Bonds, Bloomberg, Money Market, FX, Trading, Interest Rate..., Financial Markets, Swaps, Market Risk, Commodities, Trading Systems, Operational Risk, Market Data, Back Office, Risk Management, Securities, CDS, Credit, Risk, Banking, Structured Finance, Collateral Management, Settlements, Options, Leveraged Finance, Valuation, Equity Derivatives, Portfolio Management, Asset Management, Hedge Funds, FX Options, Emerging Markets, Investment Banking, Rates, Finance, Foreign Exchange, Financial Services, Equities, Treasury, Hedging, Credit Risk, Electronic Trading, Prime Brokerage
Education
LIU Post 1996 — 1998
MBA, Finance
University at Albany, SUNY 1990 — 1994
BS, Computer Science / Applied Mathematics
EQA Partners October 2006 - Present
WestLB 2003 - 2006
Bank of America 1996 - 2002
Goldman Sachs August 1993 - September 1996
Skills
Equities, Portfolio Management, Electronic Trading, Derivatives, Trading Systems, Fixed Income, Capital Markets, FX Options, Trading, Hedge Funds, Trading Strategies, Financial Risk, FX trading, Foreign Exchange, Risk Management
Education
University of Pennsylvania - The Wharton School 1980 — 1981
MBA, Finance
Societe Generale May 2011 - Present
Credit Agricole CIB September 2007 - May 2011
BNP Paribas August 2000 - August 2007
WestLB 1993 - 2000
Skills
Structured Finance, Derivatives, Fixed Income, Investment Banking, Capital Markets, Financial Markets, Emerging Markets, Hedge Funds, Securities, Corporate Law, Banking, Financial Structuring
Education
State University of New York at Buffalo - Law School
JD, Law
Wells College
BA, Economics and Philosophy
Barclays Investment Bank October 2013 - Present
WestLB 2007 - 2013
WestLB 2006 - 2007
WestLB 2001 - 2006
WestLB 1997 - 2001
Skills
Structured Finance, Fixed Income, Risk Management, Capital Markets, Securitization, Credit Risk, Debt Restructuring, Structured Products, Financial Structuring, Private Equity, Credit, Financial Risk, Credit Analysis, Investments, Loans, Portfolio Management
Education
The University of Connecticut School of Business
Master of Science (M.S.), Financial Risk Management
Rutgers University
Master of Arts (M.A.)
Rutgers University
Bachelor of Arts (B.A.)
Morgan Stanley August 2007 - Present
WestLB 1997 - 2004
Sakura Global Capital March 1992 - August 1997
Skills
Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Portfolio Management, Training
Education
Pace University - Lubin School of Business
Accounting and Finance
GE Oil & Gas May 2013 - Present
GE Capital April 2010 - May 2013
WestLB February 2008 - December 2009
Goldman Sachs April 2006 - December 2007
BearingPoint September 2003 - March 2006
Skills
Derivatives, Financial Reporting, Corporate Finance, Financial Analysis, Financial Modeling, Capital Markets, Risk Management, IFRS
Education
The George Washington University 1996 — 1999
Master of Business Administration (M.B.A.), International Business
Universidade de Fortaleza 1991 — 1996
Bachelor's degree, Accounting
Capitol Partners, LLC May 2011 - August 2011
WestLB January 2001 - January 2007
Skills
Financial Modeling, Capital Markets, Investments, Project Finance, Bloomberg, Microsoft Excel, Fixed Income, PowerPoint, Financial Analysis, Portfolio Management, Alternative Investments
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance
Newark Academy 2004 — 2008
Sumitomo Mitsui Banking Corporation March 2006 - Present
Fortis Bank 2003 - 2005
WestLB 1997 - 2003
Daiwa Securities 1985 - 1995
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Financial Risk, Bloomberg, Financial Markets, Risk Management, Securities, Electronic Trading, Trading Systems, Collateral Management, Real Estate, Customer Service, Middle Office, Swaps
Education
Long Island University, C.W. Post Campus 1981 — 1985
BS, Finance
UBS 2006 - Present
WestLB 2002 - 2006
Merrill Lynch 1994 - 2002
Skills
CVA, Exotic Derivatives, Interest Rate..., Funding, MBS, FVA, Funding Valuation..., Fixed Income, Derivatives
Education
Princeton University 1990 — 1994
BSE
Hudson Insurance Group June 2006 - May 2012
Independent Group Home Living August 2003 - June 2006
Cambridge Credit Counseling August 2002 - August 2003
WestLB May 1999 - August 2002
Skills
MS Access, VBA, Microsoft Excel, SQL
Education
LIU Post 1983 — 1990
Master of Business Administration (MBA), Finance, General
Long Island University
MBA, Finance
LIU Post
Bachelors of Science, Accounting
Morgan Stanley November 2009 - Present
Barclays September 2008 - November 2009
Lehman Brothers January 2007 - September 2008
WestLB August 2004 - December 2006
Shearman & Sterling LLP September 2001 - July 2004
Hogan Lovells November 1999 - July 2001
Court of Appeals, Frankfurt Germany March 1997 - May 1999
Skills
Hedge Funds, Securities, Capital Markets, Equities, Derivatives, Investment Banking, Fixed Income
Education
NYU School of Law 2000 — 2001
Master of Laws (LL.M.), Law
Johann Wolfgang Goethe-Universität Frankfurt am Main 1994 — 1996
First State Examination in Law, Law
Julius-Maximilians-Universität Würzburg 1991 — 1994
Law
GRÁNIT Bank May 2010 - Present
Milton Bank January 2010 - May 2010
WestLB September 1993 - January 2010
Általános Vállalkozási Bank August 1991 - September 1993
Skills
Banking, Commercial Banking, Credit, Loans, Retail Banking, Business Strategy, Risk Management, Financial Analysis, Trade Finance, Relationship Management, Investment Banking, Capital Markets, Branch Banking, Corporate Finance, Business Analysis
Education
Nemzetközi Bankárképző Központ, Budapest 1997 — 1999
Széchenyi István Egyetem 1991 — 1995
Information Systems
Deák Ferenc Közgazdasági Szakközépiskola, Győr 1987 — 1991
FK General Contractors, Inc. January 2005 - Present
WestLB August 1995 - June 2004
BZW (Barclays de Zoete Wedd) January 1991 - July 1995
Skills
Account Reconciliation, Fixed Income, Management, Trading, Securities, Accounting, Auditing, Finance, Cash Management, Corporate Finance, Mergers & Acquisitions, Equities, Portfolio Management, Risk Management, Investment Banking, Capital Markets, Derivatives, Investments, Banking, Asset Management, Series 7, Hedge Funds, Strategic Planning
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Economics