144 north Roscoe Boulevard Ext, Ponte Vedra Beach, FL 32082
Industry:
Banking
Work:
Intellectual Capital Advisors
Managing Director and Principal
Hope Haven
Chairman of the Board of Directors
Hope Haven Jan 2015 - Jul 2019
Vice-Chair and Member Board of Directors
Deutsche Bank Oct 2008 - 2019
President and Director - Head of America's Corporate Trust Operations and Head of Gtb Operations
Deutsche Bank Jan 2005 - May 2008
Vice President - Us Corporate Trust and Agency Operations
Education:
Nashville School of Law 1996 - 2000
Doctor of Jurisprudence, Doctorates, Law
Western Michigan University Cooley Law School 1995 - 1995
Middle Tennessee State University (Mtsu) 1989 - 1995
Bachelors, Bachelor of Science, English, Philosophy, Political Science, Sociology
Skills:
Banking Securities Fixed Income Investment Banking Financial Services Process Improvement Equities Risk Management Mergers Financial Risk Aml Bonds Operational Risk Payments Emerging Markets Operational Risk Management Corporate Actions Derivatives Capital Markets Operations Management Contract Negotiation Client Service Oriented Global Custody International Settlements Transfer Agency Mutual Funds Legal Compliance Stock Loan Syndicate Operations Asset Services Mortgage Custody Mergers and Acquisitions Management Business Analysis Non Profit Board Leadership Board of Directors Business Process Improvement Finance Negotiation Cybersecurity Technology Implementation Technology Process Improvement Professional Mentoring Global Transaction Banking
Certifications:
Finra Series 99 Operations Professional Licensed Attorney