Stuart Julis

Current

Consultant and Subject Matter Expert at The Drake Group

Past

Vice President and Corporate Trust Administration Manager at Bank One
Corporate Trust Administrator at The Bank of New York
Senior Corporate Trust Administrator at The Chase Manhattan Bank

Management Consultant at Drake Consulting Group
Manager - Equipment & Facilities at Westinghouse Defense & Electronics Center - Advanced Technologies Laboratory
Research Scientist & Group Leader at Energy Conversion Devices

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3 more...

Education

Columbia University - Columbia Business School
State University of New York at Buffalo
Franklin & Marshall College

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Recommended

4 people have recommended Stuart

Connections

500+ connections

Industry

Financial Services

Stuart Julis’s Summary

MANAGER and MANAGEMENT CONSULTANT with expertise and experience in operational and financial management in Fortune 500 and Small Business settings. Broad experience in all facets of operational and financial reengineering within the financial services, technology, manufacturing and service industries. Considerable analytical, technical, and project management expertise. Skilled in utilizing information technology to solve operational and administrative problems. Comfortable with all levels of personnel - from the Shop Floor to the Boardroom.

CONSULTANT and EXPERT WITNESS for specific areas of Corporate Trust, Alternative Investments, Securitized Assets (ABS, CDO, MBS, CMBS) Venture Capital, Private Equity and Macroeconomic Trends.

Stuart Julis’s Specialties:

operational and financial management & reengineering / turnarounds / project management / strategic planning / operational and manufacturing process design / corporate trust document analysis, interpretation, application & administration / business plan evaluation / macro investment evaluation (integrity of underlying model assumptions, historical perspective, reality check) / venture capital / private equity / alternative investments / Securitized Assets (ABS, CDO, MBS, CMBS)

Stuart Julis’s Experience

Consultant and Subject Matter Expert

The Drake Group

(Management Consulting industry)

March 2004 — Present (5 years 9 months)

Perform due diligence and deal evaluations, for selected hedge funds and investor groups, across a broad spectrum of investment opportunities. Deal types include project finance, structured products, asset backed securities, real estate, and distressed and high yield debt, amongst others.

Serve as a Consultant and/or Expert Witness to Investment Firms (Insurance Companies, Hedge Funds, Investment Banks) and Law Firms in the areas of Alternative Investments, Venture Capital, Private Equity, Corporate Trust, and Macroeconomic Trends.
Vice President and Corporate Trust Administration Manager

Bank One

(Public Company; 10,001 or more employees; Banking industry)

January 2001 — March 2004 (3 years 3 months)

Subject Matter Expert and Team Lead for the 5 person Municipal Pooled Financings Unit. This unit administered, according to governing documents, over 45 municipal pool trust relationships for which Bank One served as Trustee, and in related capacities. These tax-exempt pooled financings are the most administratively complex deals in the field of corporate trust.
Corporate Trust Administrator

The Bank of New York

(Public Company; 10,001 or more employees; Banking industry)

January 1999 — January 2001 (2 years 1 month)
Senior Corporate Trust Administrator

The Chase Manhattan Bank

(Public Company; 10,001 or more employees; JPM; Banking industry)

September 1996 — January 1999 (2 years 5 months)
Management Consultant

Drake Consulting Group

(Management Consulting industry)

September 1987 — August 1996 (9 years )

Provided several classes of advisory services: Structured and implemented reengineered business processes in the areas of finance or operations for firms ranging from pharmaceutical manufacturers to financial institutions. Evaluated Venture Capital and Private Equity Transactions from the standpoint of "reality" of business proposition, business to business market viability, and management suitability. Prepared complete business plans, including pro-forma financials, for businesses attempting to obtain Venture or Mezzanine financing.
Manager - Equipment & Facilities

Westinghouse Defense & Electronics Center - Advanced Technologies Laboratory

(Public Company; 10,001 or more employees; Defense & Space industry)

August 1981 — August 1987 (6 years 1 month)
Research Scientist & Group Leader

Energy Conversion Devices

(Public Company; 201-500 employees; Research industry)

January 1980 — August 1981 (1 year 8 months)

Stuart Julis’s Education

Columbia University - Columbia Business School

MBA , Finance , 1987 — 1989

Dean's List
State University of New York at Buffalo

Ph.D. , Chemistry , 1974 — 1979

7 Publications In American Chemical Society Journals
Franklin & Marshall College

B.A. , Chemistry , 1970 — 1974

Dean's List

Additional Information

Stuart Julis’s Interests:

Alternative Energy, Co-Generation, Photovoltaics, Thermalvoltaics, Batteries, Fuel Cells, Wind Power, Tide Power, Hydroelectric Power, Biofuels, Biomass, Biodiesel, Ethanol, Butanol, Greenhouse Gas Reduction, Energy Use Reduction, Energy Conservation, Nanotechnology, Biopharmaceuticals, Genetic Engineering, Pharmaceuticals, Photonics, Agricultural Remediation, Environmental Remediation, Angel Capital, Venture Capital, Private Equity, Alternative Investments.

Stuart Julis’s Groups:

(Current) Member - Board of Governors - American Biofuels Council
(Past) Board Member/Trustee - Jewish Family Services of Columbus, Ohio.

Executive Suite
Columbia Business School PE/VC Network
Columbia Business School Alums
On Startups - The Community For Entrepreneurs
Renewable Energy Business Network/Clean Economy Network Foundation
TEN - Top Executives Net
Link to Wall Street™
Franklin & Marshall College Alumni
Expertise for Hire
Private Equity and Venture Capital Group
Finance & Accounting Professionals
Renewable Energy Network
Consultants Network
The-Green-Group.com
Hedge Fund Group (HFG)
University at Buffalo Alumni Association
Jewish Professionals
Private Equity Investment Group
Venture Capital
"The "Intl" Financial Executives Networking Group"
CXO (CEO, COO, CKO, CFO, CMO, CAO, CVO, CDO, CRO, CLO, CSO & CTO) Community
CleanTech
Banking Connects
Columbia University Alumni Network
New York Venture Community
Green
Columbia Business School Alumni Network
Ivy Referral Network (IRN)
Columbia Referral Network (CRN)
IVY GROUPS - The Professional Network for Ivy League Alumni
IVY GROUPS: Financial Services
IVY GROUPS: Management Consulting & Professional Services
F•E•G•S Employment & Career Transition Services & UJA Federation of New York’s Connect to Care Group
IRN-NYC