Profession: Strutured Product and OTC Derivative Marketing
Professional experience and career objectives: • Over seven years experience marketing and structuring over-the-counter derivative and structured note products to high net worth, institutional and corporate clients. • Spearheaded deal teams of derivative attorneys, tax attorneys, credit officers, and stock loan department personnel to work through complex issues on both product design and client issues such as trusts, merger agreements, lock-up agreements, tax opinions, restricted stock, control stock, stock lending agreements, pledge agr
Current Employment
Structured Product and OTC Derivative Marketing
Deutsche Bank
(Finance) - United States
august 2006 - Today (3 years 3 months)
Former Employment
Chief Operating Officer and Head of Business Development
Decatur Perry Jones LLC
(Finance) - United States
february 2003 - july 2006 (3 years 5 months)
OTC Derivative Marketing
Bear Stearns
(Finance) - United States
september 1999 - december 2002 (3 years 3 months)
OTC Derivative Marketing
Paine Webber
(Finance) - United States
june 1997 - september 1999 (2 years 3 months)
Education
University of California, Los Angeles - The Anderson School of Management United States (California)
, september 1993 - june 1995
MBA, finance
United States Naval Academy United States (Maryland)
, june 1984 - may 1988
BSc
About me
Interests:
travel (over 30 countries, over 30 states in US), scuba diving (Certified PADI – Advanced Open Water), museums, theater, running, basketball, football, beach volleyball, soccer, physical fitness, and movies.
Other:
NASD Series 7, 63 and 65 registered, past President- UCLA-Anderson Alumni Club of New York (1,200 members in the NY/NJ/CONN area) for five years, Communications Chairman- Naval Academy Association of New York for ten years. Interests include travel (over 30 countries, over 30 states in US), scuba diving (Certified PADI – Advanced Open Water), museums, theater, running, basketball, football, beach volleyball, soccer, physical fitness, and movies.
Languages:
English
Groups and associations:
UCLA-Anderson Alumni Club of New York Naval Academy Association of New York
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