Westpac Institutional Bank
Industry: Company
DescriptionParent organization: Westpac Subsidiaries: Westpac Institutional Banking, Asset Management Arm, Westpac Institutional Bank, Research Division
Westpac Institutional Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Westpac Institutional Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Westpac Institutional Bank Salaries. You can even request information on how much does Westpac Institutional Bank pay if you want to. Learn about salaries, pros and cons of working for Westpac Institutional Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40 Westpac Institutional Bank employees in database. Find out everything there's to know about Westpac Institutional Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Westpac Institutional Bank Employees
Employee
Years
Job
Industry
Habibe (Bibi) Rubio Habibe (Bibi) Rubio's Westpac Institutional Bank Experience June 2013 - Present
Job Head of U.S. Tax, Westpac Institutional Bank
Industry Banking
Experience
Westpac Institutional Bank June 2013 - Present
KBC Bank Plc January 2010 - June 2013
Merrill Lynch & Co. October 2007 - November 2009
The Association of Latino Professionals in Finance and Accounting (ALPFA) April 2008 - September 2009
The Association of Latino Professionals in Finance and Accounting (ALPFA) January 2004 - September 2007
Depfa Bank Plc October 2004 - October 2006
Deloitte & Touche LLP May 2002 - October 2004
Arthur Andersen LLP July 2001 - May 2002
Ernst & Young LLP 1999 - 2001
Skills
Tax, Corporate Tax, Financial Reporting, Internal Controls, Accounting, International Tax, Tax Accounting, Finance, Tax Returns, Income Tax, Financial Services, Tax Research, Consolidation, Banking, Transfer Pricing, Big 4, US GAAP, Financial Accounting, Tax Preparation, Financial Statements
Education
Northeastern University - D'Amore-McKim School of Business 2013 — 2016
Masters in Taxation, Taxation
City University of New York-Baruch College - Zicklin School of Business 1994 — 1999
BBA, Accounting
Westpac Institutional Bank June 2013 - Present
KBC Bank Plc January 2010 - June 2013
Merrill Lynch & Co. October 2007 - November 2009
The Association of Latino Professionals in Finance and Accounting (ALPFA) April 2008 - September 2009
The Association of Latino Professionals in Finance and Accounting (ALPFA) January 2004 - September 2007
Depfa Bank Plc October 2004 - October 2006
Deloitte & Touche LLP May 2002 - October 2004
Arthur Andersen LLP July 2001 - May 2002
Ernst & Young LLP 1999 - 2001
Skills
Tax, Corporate Tax, Financial Reporting, Internal Controls, Accounting, International Tax, Tax Accounting, Finance, Tax Returns, Income Tax, Financial Services, Tax Research, Consolidation, Banking, Transfer Pricing, Big 4, US GAAP, Financial Accounting, Tax Preparation, Financial Statements
Education
Northeastern University - D'Amore-McKim School of Business 2013 — 2016
Masters in Taxation, Taxation
City University of New York-Baruch College - Zicklin School of Business 1994 — 1999
BBA, Accounting
Bradley Scammell Bradley Scammell's Westpac Institutional Bank Experience July 2011 - 2014
Job Managing Director USA, AMMA Private Equity
Industry Venture Capital & Private Equity
Experience
AMMA Private Equity September 2014 - Present
Westpac Institutional Bank July 2011 - 2014
Westpac Institutional Bank February 2013 - October 2013
Westpac Institutional Bank April 2007 - June 2011
Westpac Institutional Bank August 2010 - November 2010
Westpac Institutional Bank June 2005 - March 2007
Westpac Institutional Bank May 2003 - May 2005
Westpac Institutional Bank March 2003 - May 2003
Westpac Institutional Bank May 2000 - February 2003
BNP Paribas December 1997 - 2000
Skills
Banking, Commercial Banking, Financial Risk, Investment Banking, Retail Banking, FX Options, Credit Risk, Credit Analysis, Credit, Loans, Trade Finance, Capital Markets, Portfolio Management, Mergers & Acquisitions, Relationship Management, Finance, Corporate Finance
Education
Macquarie University - Graduate School of Business 1996 — 1998
Masters, Applied Finance
Securities Institute Of Australia 1992 — 1993
Post Graduate Diploma in Applied Finance & Investment
Monash University 1985 — 1988
Bachelor of Business, Banking & Finance
Haileybury College 1982 — 1984
AMMA Private Equity September 2014 - Present
Westpac Institutional Bank July 2011 - 2014
Westpac Institutional Bank February 2013 - October 2013
Westpac Institutional Bank April 2007 - June 2011
Westpac Institutional Bank August 2010 - November 2010
Westpac Institutional Bank June 2005 - March 2007
Westpac Institutional Bank May 2003 - May 2005
Westpac Institutional Bank March 2003 - May 2003
Westpac Institutional Bank May 2000 - February 2003
BNP Paribas December 1997 - 2000
Skills
Banking, Commercial Banking, Financial Risk, Investment Banking, Retail Banking, FX Options, Credit Risk, Credit Analysis, Credit, Loans, Trade Finance, Capital Markets, Portfolio Management, Mergers & Acquisitions, Relationship Management, Finance, Corporate Finance
Education
Macquarie University - Graduate School of Business 1996 — 1998
Masters, Applied Finance
Securities Institute Of Australia 1992 — 1993
Post Graduate Diploma in Applied Finance & Investment
Monash University 1985 — 1988
Bachelor of Business, Banking & Finance
Haileybury College 1982 — 1984
Neal Ardeljan Neal Ardeljan's Westpac Institutional Bank Experience October 2012 - October 2014
Job Senior Manager, Program Manager & Architect, specializing in Derivatives Trading, Pricing/Risk & Compliance
Industry Information Technology and Services
Experience
Amazon 2014 - Present
Deutsche Bank Securities 2012 - Present
Deutsche Bank Securities 2009 - Present
Westpac Institutional Bank October 2012 - October 2014
ANZ Investment Bank 2008 - 2009
Merrill Lynch 2007 - 2008
Barclays Capital 2005 - 2007
Various Institutional Clients 2001 - 2006
Goldman Sachs J.B Were 1999 - 2001
Oracle Corporation 1997 - 1999
Skills
Equity Derivatives, Trading Systems, Electronic Trading, Enterprise Architecture, Solution Architecture, Derivatives, Interest Rate..., Project Delivery, Capital Markets, Project Management, Risk Management, Market Risk, IT Management, Exchange Connectivity, IT Strategy, Equity Trading, UML, Exchange Traded..., Equities, Java, Software Design, Stakeholder Management, Scrum, Trading Strategies, Agile Methodologies, Derivatives Trading, Project Governance, Equity Capital Markets, C#, Cloud Computing, SOA, Compliance, Microsoft Excel, Software Design Patterns, High Frequency Trading, IT Risk Management, Programme Governance, Proprietary Trading, Global Delivery, Stakeholder Engagement, CORBA, Exotic Derivatives, FATCA, Calypso, C++, Big Data, Hadoop, Amazon Web Services..., Predictive Analytics
Education
Project Management Institute (PMI) 2012 — 2012
Project Management Professional (PMP)
Securities Institute of Australia (FINSIA) 2007 — 2008
Master of Applied Finance and Investment
Securities Institute of Australia (FINSIA) 2004 — 2007
Graduate Diploma of Applied Finance and Investment
Monash University 1996 — 1998
Bachelor of Information Systems (Honours- First Class), Electronic Commerce
Victoria University 1992 — 1995
Bachelor of Business, Information Technology
Amazon 2014 - Present
Deutsche Bank Securities 2012 - Present
Deutsche Bank Securities 2009 - Present
Westpac Institutional Bank October 2012 - October 2014
ANZ Investment Bank 2008 - 2009
Merrill Lynch 2007 - 2008
Barclays Capital 2005 - 2007
Various Institutional Clients 2001 - 2006
Goldman Sachs J.B Were 1999 - 2001
Oracle Corporation 1997 - 1999
Skills
Equity Derivatives, Trading Systems, Electronic Trading, Enterprise Architecture, Solution Architecture, Derivatives, Interest Rate..., Project Delivery, Capital Markets, Project Management, Risk Management, Market Risk, IT Management, Exchange Connectivity, IT Strategy, Equity Trading, UML, Exchange Traded..., Equities, Java, Software Design, Stakeholder Management, Scrum, Trading Strategies, Agile Methodologies, Derivatives Trading, Project Governance, Equity Capital Markets, C#, Cloud Computing, SOA, Compliance, Microsoft Excel, Software Design Patterns, High Frequency Trading, IT Risk Management, Programme Governance, Proprietary Trading, Global Delivery, Stakeholder Engagement, CORBA, Exotic Derivatives, FATCA, Calypso, C++, Big Data, Hadoop, Amazon Web Services..., Predictive Analytics
Education
Project Management Institute (PMI) 2012 — 2012
Project Management Professional (PMP)
Securities Institute of Australia (FINSIA) 2007 — 2008
Master of Applied Finance and Investment
Securities Institute of Australia (FINSIA) 2004 — 2007
Graduate Diploma of Applied Finance and Investment
Monash University 1996 — 1998
Bachelor of Information Systems (Honours- First Class), Electronic Commerce
Victoria University 1992 — 1995
Bachelor of Business, Information Technology
Paul Haston Paul Haston's Westpac Institutional Bank Experience 2003 - 2006
Job Banker, Author and Screenplay Writer
Industry Banking
Experience
HSBC Bank Canada 2012 - Present
GE Capital 2008 - 2009
Barclays Bank 2007 - 2008
Westpac Institutional Bank 2003 - 2006
Morgan Stanley 2002 - 2003
Merrill Lynch 1999 - 2002
Education
Cambridge University
English Literature
HSBC Bank Canada 2012 - Present
GE Capital 2008 - 2009
Barclays Bank 2007 - 2008
Westpac Institutional Bank 2003 - 2006
Morgan Stanley 2002 - 2003
Merrill Lynch 1999 - 2002
Education
Cambridge University
English Literature
Cameron Murray's Westpac Institutional Bank Experience 2002 - 2004
Job Vice President, Corporate Development, Centene Corporation
Industry Hospital & Health Care
Experience
Centene Corporation November 2010 - Present
Qliance December 2013 - Present
Centurion LLC October 2011 - Present
Deutsche Bank August 2004 - September 2009
Westpac Institutional Bank 2002 - 2004
Harbour Group 1999 - 2001
Arthur Andersen & Co. 1994 - 1999
Skills
Mergers & Acquisitions, Finance, Financial Modeling, Due Diligence, Strategy, Valuation, Financial Analysis, Private Equity, Investments, Competitive Analysis, Capital Markets, Analysis, Management, Banking, Equities, Corporate Development, Credit, Auditing, Project Management, Contract Negotiation
Education
London Business School 2001 — 2002
MSc (Fin), Finance
Institute of Chartered Accountants in Australia 1993 — 1994
Associate, Institute of Chartered Accountants in Australia, (Professional accounting qualification)
University of Adelaide 1988 — 1992
Bachelor, Economics
St Peters College 1982 — 1987
Centene Corporation November 2010 - Present
Qliance December 2013 - Present
Centurion LLC October 2011 - Present
Deutsche Bank August 2004 - September 2009
Westpac Institutional Bank 2002 - 2004
Harbour Group 1999 - 2001
Arthur Andersen & Co. 1994 - 1999
Skills
Mergers & Acquisitions, Finance, Financial Modeling, Due Diligence, Strategy, Valuation, Financial Analysis, Private Equity, Investments, Competitive Analysis, Capital Markets, Analysis, Management, Banking, Equities, Corporate Development, Credit, Auditing, Project Management, Contract Negotiation
Education
London Business School 2001 — 2002
MSc (Fin), Finance
Institute of Chartered Accountants in Australia 1993 — 1994
Associate, Institute of Chartered Accountants in Australia, (Professional accounting qualification)
University of Adelaide 1988 — 1992
Bachelor, Economics
St Peters College 1982 — 1987
Todd Eichelberger Todd Eichelberger's Westpac Institutional Bank Experience 1997 - 1998
Job Adidas Sales Director
Industry Sports
Experience
adidas group May 2013 - Present
Global Sports Enterprise, LLC March 2012 - May 2013
Warrior Sports (subsidiary of New Balance) 2009 - 2012
Warrior Sports (subsidiary of New Balance) 2007 - 2009
Warrior Sports (subsidiary of New Balance) 2001 - 2007
Major League Lacrosse 2001 - 2005
Robertson Stephens Inc. 1999 - 2001
Westpac Institutional Bank 1997 - 1998
Skills
Sales Management, Sports Marketing, Strategic Consulting, Strategic Planning, Manufacturing, Sporting Goods Industry, National Accounts, Budgets, Merchandising, Footwear, Apparel, Lacrosse, Action Sports, PowerPoint, Microsoft Excel, Ice Hockey, Organizational...
Education
Princeton University 1993 — 1997
BS, Psychology
Landon School 1989 — 1993
High School
adidas group May 2013 - Present
Global Sports Enterprise, LLC March 2012 - May 2013
Warrior Sports (subsidiary of New Balance) 2009 - 2012
Warrior Sports (subsidiary of New Balance) 2007 - 2009
Warrior Sports (subsidiary of New Balance) 2001 - 2007
Major League Lacrosse 2001 - 2005
Robertson Stephens Inc. 1999 - 2001
Westpac Institutional Bank 1997 - 1998
Skills
Sales Management, Sports Marketing, Strategic Consulting, Strategic Planning, Manufacturing, Sporting Goods Industry, National Accounts, Budgets, Merchandising, Footwear, Apparel, Lacrosse, Action Sports, PowerPoint, Microsoft Excel, Ice Hockey, Organizational...
Education
Princeton University 1993 — 1997
BS, Psychology
Landon School 1989 — 1993
High School
Servio Urgiles Servio Urgiles's Westpac Institutional Bank Experience May 2010 - Present
Job System Administrator Westpac Institutional Bank
Industry Information Technology and Services
Experience
Westpac Institutional Bank May 2010 - Present
Professional Engineering Fraternity October 2009 - May 2012
Society of Hispanic Professional Engineers 2010 - 2011
Pathmark July 2006 - May 2010
Best Buy June 2009 - September 2009
Nassau Community College - SuperHighway Club January 2007 - December 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Matlab, AutoCAD, Photoshop, Leadership, Process Improvement, Project Management, Atlassian JIRA, BMC Remedy, Active Directory, Visio, Proteus, Avaya Site..., Xerox Printers, Lotus Domino, Lotus Notes, PC building, Wireless Networking, Windows 7, Blackberry Enterprise..., Corvil, UPS systems, Project Planning, Disaster Recovery
Education
Hofstra University 2009 — 2012
Bachelor, Science Electrical Engineering
Nassau Community College 2006 — 2009
Engineering Science
Archbishop Molloy HS 2002 — 2006
Westpac Institutional Bank May 2010 - Present
Professional Engineering Fraternity October 2009 - May 2012
Society of Hispanic Professional Engineers 2010 - 2011
Pathmark July 2006 - May 2010
Best Buy June 2009 - September 2009
Nassau Community College - SuperHighway Club January 2007 - December 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Matlab, AutoCAD, Photoshop, Leadership, Process Improvement, Project Management, Atlassian JIRA, BMC Remedy, Active Directory, Visio, Proteus, Avaya Site..., Xerox Printers, Lotus Domino, Lotus Notes, PC building, Wireless Networking, Windows 7, Blackberry Enterprise..., Corvil, UPS systems, Project Planning, Disaster Recovery
Education
Hofstra University 2009 — 2012
Bachelor, Science Electrical Engineering
Nassau Community College 2006 — 2009
Engineering Science
Archbishop Molloy HS 2002 — 2006
David McLean David McLean's Westpac Institutional Bank Experience November 2012 - June 2014
Job Chief Executive at Westpac New Zealand Limited
Industry Banking
Experience
Westpac New Zealand Limited February 2015 - Present
Westpac New Zealand Limited June 2014 - January 2015
Westpac Institutional Bank November 2012 - June 2014
Westpac New Zealand Limited March 2010 - October 2012
Westpac Institutional Bank February 1999 - March 2010
Deutsche Bank June 1994 - December 1998
Southpac 1988 - 1994
Natwest NZ 1985 - 1988
Macalister Mazengarb 1982 - 1985
Skills
Banking, Governance, Stakeholder Management, Risk Management, Business Strategy, Financial Risk, Change Management, Corporate Finance, Financial Markets, Capital Markets, Investments, Analysis, Business Planning, Corporate Governance, Credit Analysis, Credit Risk, Customer Experience, Due Diligence, Financial Modeling, Fixed Income, Hedging, Insurance, Investment Banking, Managerial Finance, Operational Risk, Options, Policy, Portfolio Management, Relationship Management, Retail Banking, Restructuring, Sales Management, Strategy, Employee Engagement, Financial Services, Investment Advisory
Education
INSEAD 2001 — 2001
IEP
Victoria University of Wellington 1978 — 1982
LLB (Hons), Law
Greylands 1974 — 1976
Wellington College. 1971 — 1975
Westpac New Zealand Limited February 2015 - Present
Westpac New Zealand Limited June 2014 - January 2015
Westpac Institutional Bank November 2012 - June 2014
Westpac New Zealand Limited March 2010 - October 2012
Westpac Institutional Bank February 1999 - March 2010
Deutsche Bank June 1994 - December 1998
Southpac 1988 - 1994
Natwest NZ 1985 - 1988
Macalister Mazengarb 1982 - 1985
Skills
Banking, Governance, Stakeholder Management, Risk Management, Business Strategy, Financial Risk, Change Management, Corporate Finance, Financial Markets, Capital Markets, Investments, Analysis, Business Planning, Corporate Governance, Credit Analysis, Credit Risk, Customer Experience, Due Diligence, Financial Modeling, Fixed Income, Hedging, Insurance, Investment Banking, Managerial Finance, Operational Risk, Options, Policy, Portfolio Management, Relationship Management, Retail Banking, Restructuring, Sales Management, Strategy, Employee Engagement, Financial Services, Investment Advisory
Education
INSEAD 2001 — 2001
IEP
Victoria University of Wellington 1978 — 1982
LLB (Hons), Law
Greylands 1974 — 1976
Wellington College. 1971 — 1975
Mark Hollis Mark Hollis's Westpac Institutional Bank Experience February 2002 - January 2005
Job Financial Services Professional
Industry Venture Capital & Private Equity
Experience
Sun Mountain Capital / Mexico Ventures January 2012 - Present
Bank of America Merrill Lynch July 2007 - May 2011
Merrill Lynch January 2005 - June 2007
Westpac Institutional Bank February 2002 - January 2005
Skills
Credit Analysis, Investment Banking, Corporate Finance, Financial Modeling, Leveraged Finance, LBO, High Yield, Financial Analysis, Capital Markets, Due Diligence, High Yield Bonds, Venture Capital, Capital Structure, Financial Structuring, Capital Raising
Education
Wharton Executive Education 2007 — 2007
Executive Education
University of Adelaide 1998 — 2001
Bachelor of Commerce, Corporate Finance
Sun Mountain Capital / Mexico Ventures January 2012 - Present
Bank of America Merrill Lynch July 2007 - May 2011
Merrill Lynch January 2005 - June 2007
Westpac Institutional Bank February 2002 - January 2005
Skills
Credit Analysis, Investment Banking, Corporate Finance, Financial Modeling, Leveraged Finance, LBO, High Yield, Financial Analysis, Capital Markets, Due Diligence, High Yield Bonds, Venture Capital, Capital Structure, Financial Structuring, Capital Raising
Education
Wharton Executive Education 2007 — 2007
Executive Education
University of Adelaide 1998 — 2001
Bachelor of Commerce, Corporate Finance
Janet Dawson's Westpac Institutional Bank Experience October 2009 - September 2013
Job Director, Head of Institutional FX Sales, Americas at Westpac
Industry Banking
Experience
Westpac Institutional Bank October 2009 - September 2013
Westpac Institutional Bank November 2005 - October 2009
Westpac Institutional Bank September 1997 - October 2005
Westapc Institutional bank January 1989 - September 1997
Westpac December 1982 - January 1989
Skills
FX Options, Foreign Exchange, Financial Markets
Education
University of Oxford - Said Business School 2012 — 2013
EMBA
Australian Institute of Export 1987 — 1988
Diploma in Export Management
Mary Immaculate College, Sutherland, NSW
Westpac Institutional Bank October 2009 - September 2013
Westpac Institutional Bank November 2005 - October 2009
Westpac Institutional Bank September 1997 - October 2005
Westapc Institutional bank January 1989 - September 1997
Westpac December 1982 - January 1989
Skills
FX Options, Foreign Exchange, Financial Markets
Education
University of Oxford - Said Business School 2012 — 2013
EMBA
Australian Institute of Export 1987 — 1988
Diploma in Export Management
Mary Immaculate College, Sutherland, NSW
Melissa (Schmidt) Ruha Melissa (Schmidt) Ruha's Westpac Institutional Bank Experience July 2014 - Present
Job Westpac Institutional Banking
Industry Banking
Experience
Westpac Institutional Bank July 2014 - Present
Bank of New Zealand June 2013 - July 2014
Bank of New Zealand July 2011 - June 2013
ASB Bank April 2010 - July 2011
JLL December 2009 - January 2010
DDB January 2007 - February 2009
product placement January 2006 - January 2009
Education
University of Auckland 2006 — 2009
Bachelor of Commerce (B.Com.), Property
Westlake Girls High School
Westpac Institutional Bank July 2014 - Present
Bank of New Zealand June 2013 - July 2014
Bank of New Zealand July 2011 - June 2013
ASB Bank April 2010 - July 2011
JLL December 2009 - January 2010
DDB January 2007 - February 2009
product placement January 2006 - January 2009
Education
University of Auckland 2006 — 2009
Bachelor of Commerce (B.Com.), Property
Westlake Girls High School
Anne Kendall Anne Kendall's Westpac Institutional Bank Experience 1988 - 1993
Job MS Accounting candidate with MBA and solid financial background
Industry Accounting
Experience
Arbonne International LLC 2009 - 2013
Structured Solutions, LLC 1995 - 1998
Financial Security Assurance, Inc. 1993 - 1995
Westpac Institutional Bank 1988 - 1993
Prudential Bache, Inc. 1986 - 1988
Rebuplic National Bank, N.A. 1984 - 1986
Skills
Accounting, Structured Finance, Financial Analysis, Financial Accounting, Credit Risk, Client Development, Management, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Banking Transcations, Forecasting, Staff Training &..., Process Improvement
Education
University of Wisconsin-Milwaukee 2014 — 2016
Master of Science (M.S.), Accounting
Southern Methodist University 1983 — 1984
Master of Business Administration (M.B.A.), Finance, General
Kansas State University 1979 — 1983
Bachelor of Science (BS), Marketing
Arbonne International LLC 2009 - 2013
Structured Solutions, LLC 1995 - 1998
Financial Security Assurance, Inc. 1993 - 1995
Westpac Institutional Bank 1988 - 1993
Prudential Bache, Inc. 1986 - 1988
Rebuplic National Bank, N.A. 1984 - 1986
Skills
Accounting, Structured Finance, Financial Analysis, Financial Accounting, Credit Risk, Client Development, Management, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Banking Transcations, Forecasting, Staff Training &..., Process Improvement
Education
University of Wisconsin-Milwaukee 2014 — 2016
Master of Science (M.S.), Accounting
Southern Methodist University 1983 — 1984
Master of Business Administration (M.B.A.), Finance, General
Kansas State University 1979 — 1983
Bachelor of Science (BS), Marketing
Jessica Nan Xu Jessica Nan Xu's Westpac Institutional Bank Experience January 2011 - June 2012
Job Student at Clarkson University
Industry Construction
Experience
Scotiabank July 2013 - August 2013
Westpac Institutional Bank January 2011 - June 2012
Westpac Institutional Bank July 2008 - December 2010
Skills
Credit Risk
Education
Clarkson University 2012 — 2014
Scotiabank July 2013 - August 2013
Westpac Institutional Bank January 2011 - June 2012
Westpac Institutional Bank July 2008 - December 2010
Skills
Credit Risk
Education
Clarkson University 2012 — 2014
Kenneth Finnen Kenneth Finnen's Westpac Institutional Bank Experience June 2015 - Present
Job Senior Compliance Officer FINRA Series 7 instructor FOLLOW ME! @wallsttutors
Industry Financial Services
Experience
Westpac Institutional Bank June 2015 - Present
Compliance Consultant October 2014 - Present
The Securities Institute of America, Inc. January 2006 - Present
GFI Group January 2015 - June 2015
Beacon Gate January 2011 - October 2014
G-2 Trading LLC October 2009 - October 2014
Calibrated Capital Management LLC April 2011 - December 2011
Wall street tutors October 2006 - September 2010
Lombardi and Co January 2008 - October 2009
njiloa 2000 - 2009
Skills
Securities, FINRA, Series 7, Hedge Funds, Trading, Series 63, Equities, AML, Operational Risk..., Asset Management, Series 24, Due Diligence, Options, Investment Management, Equity Trading, Investments, Financial Risk, Securities Regulation, Investment Advisory, Uniform Combined State..., SEC, Portfolio Management, USA PATRIOT Act, Mutual Funds, Education, Capital Markets, Financial Markets, Financial Services, Wealth Management, Derivatives, Series 66, S7, Proprietary Trading, Tutoring, Financial Regulation, OFAC, Fixed Income, Broker-Dealer, Series 6, Compliance, Brokerage, Registration, Market Making, Form BD, Management, Consulting, Anti Money Laundering, Surveillance, transaction monitoring, KYC
Education
Richard Stockton College of New Jersey 1985 — 1989
criminal justice
Pascack Valley High School 1981 — 1985
Westpac Institutional Bank June 2015 - Present
Compliance Consultant October 2014 - Present
The Securities Institute of America, Inc. January 2006 - Present
GFI Group January 2015 - June 2015
Beacon Gate January 2011 - October 2014
G-2 Trading LLC October 2009 - October 2014
Calibrated Capital Management LLC April 2011 - December 2011
Wall street tutors October 2006 - September 2010
Lombardi and Co January 2008 - October 2009
njiloa 2000 - 2009
Skills
Securities, FINRA, Series 7, Hedge Funds, Trading, Series 63, Equities, AML, Operational Risk..., Asset Management, Series 24, Due Diligence, Options, Investment Management, Equity Trading, Investments, Financial Risk, Securities Regulation, Investment Advisory, Uniform Combined State..., SEC, Portfolio Management, USA PATRIOT Act, Mutual Funds, Education, Capital Markets, Financial Markets, Financial Services, Wealth Management, Derivatives, Series 66, S7, Proprietary Trading, Tutoring, Financial Regulation, OFAC, Fixed Income, Broker-Dealer, Series 6, Compliance, Brokerage, Registration, Market Making, Form BD, Management, Consulting, Anti Money Laundering, Surveillance, transaction monitoring, KYC
Education
Richard Stockton College of New Jersey 1985 — 1989
criminal justice
Pascack Valley High School 1981 — 1985
Jordan McIntyre Jordan McIntyre's Westpac Institutional Bank Experience January 2015 - Present
Job Director at Westpac Institutional Bank
Industry Banking
Experience
Westpac Institutional Bank January 2015 - Present
Westpac Institutional Bank January 2012 - December 2014
Westpac Institutional Bank January 2010 - December 2011
Skills
Banking, Leadership, Risk Management, Strategic Planning, Financial Analysis, Microsoft Office, Business Analysis, Trading, Foreign Exchange, Financial Modeling, Portfolio Management
Education
Curtin University 2002 — 2005
Bachelor of Commerce (B.Com.), Finance and Financial Management Services, TER of 97
Westpac Institutional Bank January 2015 - Present
Westpac Institutional Bank January 2012 - December 2014
Westpac Institutional Bank January 2010 - December 2011
Skills
Banking, Leadership, Risk Management, Strategic Planning, Financial Analysis, Microsoft Office, Business Analysis, Trading, Foreign Exchange, Financial Modeling, Portfolio Management
Education
Curtin University 2002 — 2005
Bachelor of Commerce (B.Com.), Finance and Financial Management Services, TER of 97
Arun Seshadri's Westpac Institutional Bank Experience 2003 - 2004
Job Director at South East Asian Bank
Industry Investment Banking
Experience
South East Asian Bank August 2012 - Present
St George Institutional Bank 2007 - 2011
ASXP 2004 - 2006
Westpac Institutional Bank 2003 - 2004
American Express 1999 - 2000
Skills
Capital Markets, Investment Banking, Derivatives, Fixed Income, FX, Integration, Project Management, Business Analysis, Quantitative Analytics, Equities, Procurement, Programme Delivery, Portfolio Management, IT Strategy, Business Strategy, Solution Architecture, Vendor Management, Negotiation, AML, FX Options, Treasury Management, Banking, Financial Markets, Market Risk, Interest Rate..., Trading, Options, Swaps, Risk Management, Commodity, Structured Products, Credit Derivatives
Education
University of Newcastle 2005 — 2007
MBA
UNSW Australia 1997 — 2000
Bachelors
Australian Financial Markets Association (AFMA)
Diploma
Business Objects
CommonVision UML Training
Estimation Techniques in Software Projects by Knowledgeworks
IBM - Websphere Message Broker
PMI - Project Management Professional (PMP)
Prince 2 - Practitioner
Sun Microsystems
Certificate
South East Asian Bank August 2012 - Present
St George Institutional Bank 2007 - 2011
ASXP 2004 - 2006
Westpac Institutional Bank 2003 - 2004
American Express 1999 - 2000
Skills
Capital Markets, Investment Banking, Derivatives, Fixed Income, FX, Integration, Project Management, Business Analysis, Quantitative Analytics, Equities, Procurement, Programme Delivery, Portfolio Management, IT Strategy, Business Strategy, Solution Architecture, Vendor Management, Negotiation, AML, FX Options, Treasury Management, Banking, Financial Markets, Market Risk, Interest Rate..., Trading, Options, Swaps, Risk Management, Commodity, Structured Products, Credit Derivatives
Education
University of Newcastle 2005 — 2007
MBA
UNSW Australia 1997 — 2000
Bachelors
Australian Financial Markets Association (AFMA)
Diploma
Business Objects
CommonVision UML Training
Estimation Techniques in Software Projects by Knowledgeworks
IBM - Websphere Message Broker
PMI - Project Management Professional (PMP)
Prince 2 - Practitioner
Sun Microsystems
Certificate
Daniel Masters's Westpac Institutional Bank Experience January 2007 - October 2007
Job Principal at AGR Partners
Industry Investment Management
Experience
AGR Partners November 2012 - Present
Integrated Capital May 2010 - October 2012
Hastings Funds Management October 2007 - May 2010
Westpac Institutional Bank January 2007 - October 2007
Skills
Private Equity, Financial Modeling, Corporate Finance, Portfolio Management
Education
University of Adelaide 2002 — 2006
Bachelor of Commerce, Coporate Finance
CFA Institute
Level III Candidate in the CFA Program
AGR Partners November 2012 - Present
Integrated Capital May 2010 - October 2012
Hastings Funds Management October 2007 - May 2010
Westpac Institutional Bank January 2007 - October 2007
Skills
Private Equity, Financial Modeling, Corporate Finance, Portfolio Management
Education
University of Adelaide 2002 — 2006
Bachelor of Commerce, Coporate Finance
CFA Institute
Level III Candidate in the CFA Program
Niclas Fjalltoft's Westpac Institutional Bank Experience March 2007 - January 2011
Job Principal at Fjalltoft & Co
Industry Management Consulting
Experience
Fjalltoft & Co February 2015 - Present
Ark Sciences Inc. January 2011 - January 2015
Westpac Institutional Bank March 2007 - January 2011
Svenska Handelsbanken 1999 - 2007
The Swedish-American Chamber of Commerce, Inc. March 1997 - September 1999
Skills
Science, Business Strategy, Research, Change Management, Strategic Planning, Strategy, English, Risk Management, Banking, Management Consulting, Business Planning, Corporate Finance, Portfolio Management, Mergers, Derivatives, Mergers & Acquisitions, Business Development
Education
School of Business, Economics and Law at the University of Gothenburg 1990 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Universidad Complutense de Madrid 1992 — 1993
Spanish and History
Fjalltoft & Co February 2015 - Present
Ark Sciences Inc. January 2011 - January 2015
Westpac Institutional Bank March 2007 - January 2011
Svenska Handelsbanken 1999 - 2007
The Swedish-American Chamber of Commerce, Inc. March 1997 - September 1999
Skills
Science, Business Strategy, Research, Change Management, Strategic Planning, Strategy, English, Risk Management, Banking, Management Consulting, Business Planning, Corporate Finance, Portfolio Management, Mergers, Derivatives, Mergers & Acquisitions, Business Development
Education
School of Business, Economics and Law at the University of Gothenburg 1990 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Universidad Complutense de Madrid 1992 — 1993
Spanish and History
Connie Rutherford's Westpac Institutional Bank Experience 2008 - 2010
Job
Industry Financial Services
Experience
Bloomberg LP July 2014 - Present
Bloomberg LP April 2013 - July 2014
Bloomberg October 2011 - April 2013
UBS Investment Bank 2010 - December 2011
Westpac Institutional Bank 2008 - 2010
Wachovia Bank 2002 - 2008
ALDI 2001 - 2002
Education
University of Oklahoma 1997 — 2001
BBA, International Business
Bloomberg LP July 2014 - Present
Bloomberg LP April 2013 - July 2014
Bloomberg October 2011 - April 2013
UBS Investment Bank 2010 - December 2011
Westpac Institutional Bank 2008 - 2010
Wachovia Bank 2002 - 2008
ALDI 2001 - 2002
Education
University of Oklahoma 1997 — 2001
BBA, International Business
William Bakshi's Westpac Institutional Bank Experience April 2011 - January 2015
Job Manager at Protiviti
Industry Management Consulting
Experience
Protiviti February 2015 - Present
Westpac Institutional Bank April 2011 - January 2015
Ernst & Young August 2010 - April 2011
Morgan Stanley July 2009 - June 2010
AB July 2007 - November 2008
Skills
AML, Hedge Funds, Financial Modeling, Financial Analysis, Anti Money Laundering
Education
New York University 2002 — 2006
Bachelors, Finance & Information Systems
Xavier High School 1998 — 2002
High School, 4.0 GPA
Protiviti February 2015 - Present
Westpac Institutional Bank April 2011 - January 2015
Ernst & Young August 2010 - April 2011
Morgan Stanley July 2009 - June 2010
AB July 2007 - November 2008
Skills
AML, Hedge Funds, Financial Modeling, Financial Analysis, Anti Money Laundering
Education
New York University 2002 — 2006
Bachelors, Finance & Information Systems
Xavier High School 1998 — 2002
High School, 4.0 GPA
Albert Wong, CFA's Westpac Institutional Bank Experience February 2007 - July 2011
Job Associate, Mergers and Acquisitions
Industry Investment Banking
Experience
J.P. Morgan March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Barclays Bank June 2012 - August 2012
Westpac Institutional Bank February 2007 - July 2011
Skills
Investment Banking, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Financial Institutions, Private Equity, Equities, Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of New South Wales 2004 — 2007
BCom, Finance, Japanese Studies
J.P. Morgan March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Barclays Bank June 2012 - August 2012
Westpac Institutional Bank February 2007 - July 2011
Skills
Investment Banking, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Financial Institutions, Private Equity, Equities, Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of New South Wales 2004 — 2007
BCom, Finance, Japanese Studies
Mark Van Der Griend's Westpac Institutional Bank Experience June 2010 - Present
Job Chief Executive Officer at Westpac Capital Markets LLC
Industry Banking
Experience
Westpac Capital Markets LLC January 2013 - Present
Westpac Institutional Bank June 2010 - Present
MFR Securities, Inc. February 2009 - June 2010
Blaylock Robert Van April 2008 - January 2009
Dresdner Kleinwort New York 2006 - 2007
Dresdner Bank 2000 - 2007
Dresdner Kleinwort 2000 - 2007
BNP Paribas 1991 - 2000
Skills
Bonds, Capital Markets, Trading, Fixed Income, Investment Banking, Derivatives, Loan Origination, Equities, Structured Finance, Structured Products, FX Options, Financial Markets, Portfolio Management, Interest Rate..., Credit Risk, Credit, Hedge Funds, Risk Management, Financial Structuring, Corporate Finance, Valuation, Banking, Electronic Trading
Education
NYU Schack Institute of Real Estate 2007 — 2010
Certificate in Real Estate Finance and Investment
Australian Graduate School of Management 1981 — 1983
MBA, Finance
Concordia University 1976 — 1980
Bachelor of Engineering, Mechanical
Westpac Capital Markets LLC January 2013 - Present
Westpac Institutional Bank June 2010 - Present
MFR Securities, Inc. February 2009 - June 2010
Blaylock Robert Van April 2008 - January 2009
Dresdner Kleinwort New York 2006 - 2007
Dresdner Bank 2000 - 2007
Dresdner Kleinwort 2000 - 2007
BNP Paribas 1991 - 2000
Skills
Bonds, Capital Markets, Trading, Fixed Income, Investment Banking, Derivatives, Loan Origination, Equities, Structured Finance, Structured Products, FX Options, Financial Markets, Portfolio Management, Interest Rate..., Credit Risk, Credit, Hedge Funds, Risk Management, Financial Structuring, Corporate Finance, Valuation, Banking, Electronic Trading
Education
NYU Schack Institute of Real Estate 2007 — 2010
Certificate in Real Estate Finance and Investment
Australian Graduate School of Management 1981 — 1983
MBA, Finance
Concordia University 1976 — 1980
Bachelor of Engineering, Mechanical
Susan Portes's Westpac Institutional Bank Experience March 2011 - Present
Job Head of Compliance at Westpac Institutional Bank
Industry Banking
Experience
Westpac Institutional Bank March 2011 - Present
HSH Nordbank July 2009 - March 2011
WestLB February 1990 - April 2009
WestLB 1990 - April 2009
WestLB 1990 - March 2009
Cadwalder, Wickersham & Taft October 1987 - February 1990
Education
Temple University - James E. Beasley School of Law 1982 — 1985
J.D., Law
Barnard College 1978 — 1982
B.A., Political Economics
Westpac Institutional Bank March 2011 - Present
HSH Nordbank July 2009 - March 2011
WestLB February 1990 - April 2009
WestLB 1990 - April 2009
WestLB 1990 - March 2009
Cadwalder, Wickersham & Taft October 1987 - February 1990
Education
Temple University - James E. Beasley School of Law 1982 — 1985
J.D., Law
Barnard College 1978 — 1982
B.A., Political Economics
Su-Lin Watson's Westpac Institutional Bank Experience October 2014 - Present
Job
Industry Banking
Experience
Westpac Institutional Bank October 2014 - Present
Skills
German, French, Mandarin, Corporate Finance, Credit Analysis, Capital Markets, Trade Finance, Cash Management, Structured Finance, Portfolio Management, Emerging Markets, Investment Banking
Education
School of Oriental and African Studies, U. of London 2004 — 2005
MA
University of Oxford 2001 — 2004
BA
Westpac Institutional Bank October 2014 - Present
Skills
German, French, Mandarin, Corporate Finance, Credit Analysis, Capital Markets, Trade Finance, Cash Management, Structured Finance, Portfolio Management, Emerging Markets, Investment Banking
Education
School of Oriental and African Studies, U. of London 2004 — 2005
MA
University of Oxford 2001 — 2004
BA
Sumit Grover, CFA's Westpac Institutional Bank Experience May 2010 - September 2013
Job Mergers & Acquisitions at American Stock Transfer & Trust Company, LLC
Industry Banking
Experience
American Stock Transfer & Trust Company, LLC April 2014 - Present
Nomura Securities December 2013 - March 2014
Westpac Institutional Bank May 2010 - September 2013
Westpac Institutional Bank February 2008 - May 2010
Commonwealth Bank June 2006 - February 2008
Skills
Credit Risk, Financial Modeling, Banking, Credit Analysis, Corporate Finance, Leveraged Finance, Financial Analysis, Research, Investments, Finance, Financial Risk, Credit, Mergers & Acquisitions, Financial Structuring, Financial Services
Education
CFA 2006 — 2010
CFA, Finance, Portfiolio Management, Investments
Macquarie University 2001 — 2005
Economics, Economics, Finance, Accounting
American Stock Transfer & Trust Company, LLC April 2014 - Present
Nomura Securities December 2013 - March 2014
Westpac Institutional Bank May 2010 - September 2013
Westpac Institutional Bank February 2008 - May 2010
Commonwealth Bank June 2006 - February 2008
Skills
Credit Risk, Financial Modeling, Banking, Credit Analysis, Corporate Finance, Leveraged Finance, Financial Analysis, Research, Investments, Finance, Financial Risk, Credit, Mergers & Acquisitions, Financial Structuring, Financial Services
Education
CFA 2006 — 2010
CFA, Finance, Portfiolio Management, Investments
Macquarie University 2001 — 2005
Economics, Economics, Finance, Accounting
Jim Metaxas's Westpac Institutional Bank Experience 2004 - 2008
Job President
Industry Investment Banking
Experience
Original Diva LV April 2011 - Present
Assured Guaranty February 2008 - March 2015
Westpac Institutional Bank 2004 - 2008
ING Investment Banking 2000 - 2003
PwC Corporate Finance 1997 - 2000
Commonwealth Bank 1994 - 1997
Skills
Due Diligence, Mergers & Acquisitions, Capital Markets, Infrastructure, Derivatives, Financial Modeling, Investment Banking, Portfolio Management, Managed Funds, Risk Management, Alternative Investments, Equities, Asset Management, Hedge Funds, Investments, Financial Analysis, Banking, Finance, Structured Finance, Fixed Income, Insurance, Securities, Financial Structuring, Valuation, Private Equity, Beauty Industry, Start-up Ventures, Managing Start-ups, Managing Distribution..., Strategic Planning, Strategic Leadership, Structured Products, Bonds, Corporate Finance, Management
Education
Securities Institute of Australia 1997 — 1999
Applied Finance and Investment, Listed Securities
Curtin University 1990 — 1993
Bachelor of Commerce (B.Com.), Accounting and Law
Original Diva LV April 2011 - Present
Assured Guaranty February 2008 - March 2015
Westpac Institutional Bank 2004 - 2008
ING Investment Banking 2000 - 2003
PwC Corporate Finance 1997 - 2000
Commonwealth Bank 1994 - 1997
Skills
Due Diligence, Mergers & Acquisitions, Capital Markets, Infrastructure, Derivatives, Financial Modeling, Investment Banking, Portfolio Management, Managed Funds, Risk Management, Alternative Investments, Equities, Asset Management, Hedge Funds, Investments, Financial Analysis, Banking, Finance, Structured Finance, Fixed Income, Insurance, Securities, Financial Structuring, Valuation, Private Equity, Beauty Industry, Start-up Ventures, Managing Start-ups, Managing Distribution..., Strategic Planning, Strategic Leadership, Structured Products, Bonds, Corporate Finance, Management
Education
Securities Institute of Australia 1997 — 1999
Applied Finance and Investment, Listed Securities
Curtin University 1990 — 1993
Bachelor of Commerce (B.Com.), Accounting and Law
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY