Stuart Julis

Experienced Corporate Trust Pofessional and Management Consultant

Greater New York City Area

Current
  • Consultant and Subject Matter Expert at The Drake Group
Past
  • 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
Education
  • Columbia University - Columbia Business School
  • State University of New York at Buffalo
  • Franklin & Marshall College
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 2004Present (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 2001March 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 1999January 2001 (2 years 1 month)

  • Senior Corporate Trust Administrator

    The Chase Manhattan Bank

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

    September 1996January 1999 (2 years 5 months)

  • Management Consultant

    Drake Consulting Group

    (Management Consulting industry)

    September 1987August 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 1981August 1987 (6 years 1 month)

  • Research Scientist & Group Leader

    Energy Conversion Devices

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

    January 1980August 1981 (1 year 8 months)


Stuart Julis’s Education

  • Columbia University - Columbia Business School

    MBA , Finance , 19871989

    Dean's List

  • State University of New York at Buffalo

    Ph.D. , Chemistry , 19741979

    7 Publications In American Chemical Society Journals

  • Franklin & Marshall College

    B.A. , Chemistry , 19701974

    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

Stuart Julis’s Honors:

7 Major Publications - American Chemical Society Journals


Stuart Julis’s Contact Settings

Interested In:

  • career opportunities
  • consulting offers
  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

Public profile powered by: LinkedIn

Create a public profile: Sign In or Join Now

View Stuart Julis’s full profile:

  • See who you and Stuart Julis know in common
  • Get introduced to Stuart Julis
  • Contact Stuart Julis directly

View Full Profile