University Student Housing, Llc
Accountant
Aceer Foundation
Business Manager
Education:
Villanova University 1984 - 1989
Master of Business Administration, Masters, Business Administration, Business
Penn State University 1978 - 1982
Bachelors, Bachelor of Science, Finance
Becton Regional High School
Pennsylvania State University
Skills:
Event Planning Microsoft Office Budgeting Powerpoint Event Management Administration Excel Word Newsletters Non Profits
Wellington Circle Founders Group Sep 2008 - Dec 2012
Shareholder and Co-Founder
Wellington Circle 2008 - 2012
Investor and Partner
Hsbc 1997 - 2007
Senior Vice President
Deutsche Bank 1995 - 1997
Vice President, Private Banking
Ubs 1990 - 1994
Vice President, Private Banking
Education:
Department of Sociology, Lse
Northwestern University - Kellogg School of Management
Masters, Management, Finance
Saint Mary's College
Bachelors, Bachelor of Business Administration, Accounting, Political Science, Finance
Skills:
Wealth Management Investments Financial Services Private Banking Banking Asset Management Equities Portfolio Management Hedge Funds Private Equity Wealth Management Services Asset Managment Commercial Banking Credit High Net Worth Individuals Start Ups Investment Advisory Alternative Investments Loans Financial Advisory Asset Allocation Investment Strategies Relationship Management Estate Planning Financial Planning Mergers Family Office Mentoring Wealth Multinational Commercial Banking Structured Lending Consulting Strategic Planning Client Aquisition Negotiation Business Analysis Executive Presentations Lending Operations Marketing Global Credit Exposure and Currency Risk Private Equity and Hedge Funds Staff Training and Management Policy and Procedure Development Career Development Coaching Staff Training and Development Mergers and Acquisitions
Certifications:
Cfa Institute Former Series 7 and 63 Licenses Cfa (Certified Financial Analyst) Level Ii Candidate
Mary Kubbe, John Evers, Calvin Watts, Sharon Robinson, Deborah Drummond, Teresa Sant, Matthew Insana, Sheila Braddock, Thomas Davis, Nancy Bowden, Michael Digiacomo
Harding High School Charlotte NC 1958-1961, South Mecklenburg High School Charlotte NC 1961-1965
Community:
Ginger Pickard, Wayne Faulkenbury, Jan Power, Jeanette Suttles, Janet Gardner, Margaret Fonte, Ellen Marquardt, Paul Bechtold, Vivian Brown, Carol Morris, Kenneth Wilson
We pride ourselves on offering the most individually customized credit card services available. You will experience the benefit of not only having a dedicated personal account manager who can take you...
Tagline:
Mary Ann founded TransAct, a merchant service company that delivers personalized merchant credit services to small and mid-sized businesses, in 2005.