Our Technical Support Staff includes:

MBA (Stern School, NYU). MS in Operations Research (Stanford). Ten years derivative experience including acting as a liaison for Cravath in their interest rate and currency swap business with Salomon and Nomura, marking to market exotic options and tracking counterparty collateral exposure for UBS, and the management of a staff that produced daily P&L for all fixed income derivative portfolios for UBS. In this role developed a pricing model to compute interest caps/ floors using the Black-Scholes model.

MBA (Anderson School of Management UCLA), MS in Civil Engineering (Clarkson). Ten years business experience including project management for Raymond Keyes Associates, pricing equity strategies at Goldman, implementation of a counterparty margin requirement system at Lehman, fixed income derivative middle office support at Deutsche Bank and the stabilization of the Zurich Securities operation for Citibank.

MIM (Thunderbird), MBA (Arizona State). Over four years business experience including an accounting position establishing cash flow controls and establishing lines of credits for a Lithuanian firm. Participated in university projects on distant learning and conducted competitive analysis and market studies for new developer tool software for the Reuters Triarch environment.

MBA (London Business School). Over nine years experience in the banking industry including IT, trading and accounting positions in Jakarta and Tokyo. Experience in risk quantification and trade clean up for Interest Rate Swaps.

MS (Dublin). Ten years experience in derivative products including assignments with the Department of the Treasury. Also worked with McKinsey & Co and valued stock option and equity participation packages at the Bachelder Group.

B.Sc. in Operations Research (Columbia University School of Engineering and Applied Science) and MBA coursework (fixed income markets, options, forecasting) at Columbia Graduate School of Business. Over eight years in all aspects of derivative product trading including work as a senior Proprietary and Interbank trader at HSBC Markets, Midland Global Markets. Assisted in the global derivative database conversion for Deutsche Bank in London, Tokyo and Frankfurt and worked with front and middle offices at Barclays Capital in London to redesign their P&L and Risk reporting process.

BA (MIT). Six years industry experience including time in the IT areas of Ernst & Young and Deloitte & Touche and worked as an equity derivatives trading assistant in Hong Kong.

BS(Columbia). Six years industry experience as a trading assistant on the Merc, COMEX and Cotton exchanges and as a Cotton trader and Coffee Options market maker. Has worked in the derivatives middle office with Summit for three of those years.

MBA (Adelphi). Five years industry knowledge and experience in financial analysis and systems development of derivative products. Served as liason between the technology and financial reporting groups for re-engineering. Extensive use of Microsoft products for senior management reporting. 

BA (Smith). Almost 20 years Wall Street experience including operations work at Morgan Guaranty and Morgan Shareholders, system conversion management at First Chicago, internal audit and asset recovery at Lehman Brothers and P&L and balance sheet coordination for all Latin American products at Bankers Trust.

CPA.MBA (NYU). Eighteen years accounting experience including audit work for Lehman Brothers and Citibank, emerging market, fixed income accounting and regulatory reporting for Lehman Brothers.

Economics Degree (Harrow). Thirteen years international investment banking experience including fixed income trading, manager of a derivatives back office at Banca Commerciale Italiana, Emerging Market trade support at Bankers Trust, systems analysis at Barclays and a derivatives' database conversion at Nomura.

BS (Fordham). Over eight years derivatives experience at Sumitomo, Lehman and Fuji Capital Markets. Solely responsible for the fixed income derivative rehedge process for Eurodollar futures, treasuries and options. Managed seven documentation specialists globally including reviewing documentation confirms for economic and legal integrity. Negotiated interest rate and currency exchange master agreements. Extensive knowledge of fixed income and equity structured products.