Arnhold and S. Bleichroeder
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Arnhold and S. Bleichroeder Employees
CLEAR (by Alclear, LLC) April 2010 - Present
Ethical Culture Fieldston School 2012 - Present
Young Women's Leadership Network 2012 - Present
The Mount Sinai Hospital 2007 - Present
Central European Media Enterprises 2009 - 2012
Arience Capital 2002 - 2009
Iridian Asset Management 1997 - 2001
Arnhold and S. Bleichroeder 1994 - 1997
Skills
Investments, Asset Management, Start-ups, Equities, Asset Managment, Hedge Funds
Education
University of Michigan 1990 — 1994
BA, Political Science
Sia Partners June 2013 - Present
Jefferies LLC January 2008 - June 2013
Citi Group June 2005 - January 2008
NYSE June 2003 - June 2005
Investec November 2000 - April 2003
HSBC Securities 1997 - 2000
Arnhold and S. Bleichroeder April 1993 - June 1997
Skills
Operations Management, Cash Management, Problem Solving, Vendor Management, Change Management, Process Engineering, Business Analysis, SDLC, Product Management, Project Implementation, Application Management, Project Execution, Project Management, Application Lifecycle..., Risk Management, Frontier, Accurate NXG, Reconcilement, Mergers & Acquisitions, Equities, Securities, Fixed Income, Capital Markets, Operational Streamlining, Increasing Operational..., Business Process, Back Office, Process Improvement, Investment Banking, Trading Systems, Management, Financial Services, Banking, Portfolio Management, Settlement, Trading, Middle Office, Program Management, Options, Electronic Trading, Financial Markets, Bonds, Series 7, Corporate Actions, Securities Lending, Series 63, Derivatives, Structured Products, Operational Risk, Interest Rate...
Education
New York University - Leonard N. Stern School of Business
Leadership
Garden City High School 1978 — 1982
University of Massachusetts at Lowell
Computer Science
Little Falls Fire Dept. March 2010 - Present
Virginia Science Museum 2002 - 2011
Atherstone Investments 2003 - 2005
Troster Singer / Spear Leeds / Goldman September 1997 - September 1999
Arnhold and S. Bleichroeder September 1994 - September 1997
Baring Securities 1986 - 1994
Vickers da Costa Securities July 1981 - May 1986
Skills
System Administration, Microsoft Office, Team Leadership, Business Analysis, Information Technology, Training, Leadership, Talent Acquisition, Strategic Planning, Databases, Public Speaking
Education
Montclair State University 2005 — 2008
Bachelor of Science, Information Technology
Montclair State University 2005 — 2008
BS, Commercial Recreation & Tourism
SJHA 1966 — 1972
UCEDC May 2015 - Present
Lee Academy August 2012 - August 2013
Ellsworth Public Schools March 2011 - August 2012
Reliable Cash Register November 2006 - March 2009
Morris Land Conservancy 2006 - 2006
University of New Hampshire 2003 - 2005
Standard & Poor's 2002 - 2003
Gerard Klauer Mattison & Co. 2000 - 2001
Arnhold and S. Bleichroeder 1998 - 2000
ChaseMellon Shareholder Services January 1998 - November 1998
Skills
Political Risk Analysis, Business Relationship..., Financial Analysis, Research, Financial Management, Financial Reporting, Policy, Land Conservation, Land Acquisition, Public Speaking, Data Analysis, Policy Analysis, Government, Grant Writing, Program Management, Budgets, Management, Financial Modeling, Teaching
Education
University of New Hampshire 2003 — 2005
Natural Resources: Environmental Conservation
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
M.B.A., Business Administration
Boston College 1988 — 1992
B.A., Political Science
NetSuite February 2015 - Present
UniFirst Corporation July 2011 - January 2015
Marion Technology July 2004 - July 2011
Marion Technology February 1998 - June 2004
Arnhold and S. Bleichroeder February 1998 - November 1999
Cargill January 1996 - December 1997
Cardinal Health 1992 - 1994
Skills
Business Analysis, PeopleSoft HCM, SQL, PeopleSoft Financial, SDLC, Java, PeopleTools, SQR, IT Project Leadership, Requirements Analysis, Accounting, IBM iSeries, Requirements Gathering, Analysis, User Acceptance Testing, Databases, Business Intelligence, Business Process, HTML, eCommerce, DB2, ERP, PeopleSoft, Data Warehousing, iSeries, Oracle, XML, SOA, Crystal Reports, Systems Analysis, SOAP, SoapUI, Integration, Training, Hybris, PCI DSS, SAP Hybris, WebSphere MQ, Data Migration, UAT Coordination, BRD, IBM AS/400, RPG, B2B, RPG ILE, Position Valuation and..., Trading Systems
Education
Boston University 2007 — 2009
Master's degree, Computer Science
UNPHU University, D.R.
Bachelor of Science (BSc), Math and Computer Programming
OPD Consulting Group February 2012 - Present
Centre for Advanced Laser Aesthetics April 2007 - Present
Allergan 1980 - 2013
PPD October 2007 - February 2012
Oculir, Inc. November 2005 - October 2007
Genentech 2004 - 2005
Health Trade International Inc 1984 - 2004
Arnhold and S. Bleichroeder 1996 - 1998
Optical Radiation Corporation 1987 - 1993
Iolab 1990 - 1992
Skills
Board Certified, Ophthalmology, Product Development, Clinical, Medical Devices, Pharmaceuticals, CRO, Protocol Development, Clinical Trials, Clinical Development, Diagnostics, Diabetes, Biotechnology, Infectious Diseases, Pharmacovigilance, Drug Discovery, Commercialization, Clinical Research, Protocol, Pharmaceutical Industry, Lifesciences, FDA, Regulatory Submissions, Medical Affairs, Neuroscience, Drug Development, CTMS, Biopharmaceuticals, Surgery, laser liposuction, Medicine, Hardware Diagnostics, Clinical Monitoring, GCP, Regulatory Affairs, Medical Education, Pharmaceutical Sales, Oncology, Healthcare, Cardiology, Neurology, Medical Writing, Pharmaceutics, Dermatology, Cancer, Immunology, Vaccines, Sop, Clinical Data Management, EDC
Education
Occidental College
BA, psychology
National University
MBA, Finance and International Business
The University of New Mexico School of Medicine
MD, medicine
University California San Diego
Residency Ophthalmology
Alternative Investment Resource LLc June 2014 - Present
Triumph Alternatives, LLC February 2014 - Present
Columbus Global Advisors LLC. July 2012 - Present
Peregrine Asset Management Inc. October 2008 - July 2012
Columbus Global Advisors LLC April 1995 - September 2008
Arnhold and S. Bleichroeder September 1993 - June 1994
Groupe Crédit du Nord-USA (Subsidiary of Paribas) April 1987 - June 1993
Skills
Hedge Funds, Asset Management, Equities, Investments, Alternative Investments, Portfolio Management, Capital Markets, Mutual Funds, Commodity, Fixed Income
Education
Hobart and William Smith Colleges 1978 — 1982
BA, political science
Terranova Capital Partners, Inc. November 2014 - Present
TopHat Capital, LLC May 2012 - November 2014
Crystal Research Associates October 2011 - June 2014
Sanders, Morris & Harris April 2006 - February 2008
HealthReform Opportunities LLC 1994 - 2006
Healthcare Industry Reform Investment Trust, plc January 1996 - May 1998
Arnhold and S. Bleichroeder 1988 - 1994
Needham & Company 1986 - 1988
Drexel Burnham Lambert 1976 - 1986
William D. Witter 1972 - 1975
Skills
Healthcare Industry..., Analysis, healthcare industry, Venture Capital, Investment Banking
Education
Kellogg Graduate School of Management 1961 — 1963
MBA, Marketing
Brown University 1955 — 1959
AB, American Civilization
CapStone Investments Senior Vice President Institutional Equity Research SalesNorthland Capital MarketsMay 2014 - Present
Ascendiant Capital Markets 2013 - 2014
Ferris Baker Watts 2004 - 2008
Arnhold and S. Bleichroeder 1998 - 2001
Lehman Brothers 1996 - 1998
Skills
Trading, Equity Research, Asset Managment, Portfolio Management, Valuation, Bloomberg, Equities, Series 7, Capital Markets, Investments, Financial Markets, Series 63, Equity Trading, Hedge Funds, Securities, Alternative Investments, Investment Banking, Equity Valuation
Education
Boston College
Graduate Courses
Boston University
The Red Cart... Transporting Truth May 1968 - Present
Home Depot At Home Services May 2013 - April 2015
Shindig Creative January 2010 - February 2014
Annabelle Noel Designs January 2009 - February 2014
Keller Williams Real Estate January 2012 - January 2014
J and H Productions January 2006 - December 2012
satiLife January 2009 - December 2011
WealthTechs Inc January 1995 - August 2008
CitiSites 2004 - 2008
Arnhold and S. Bleichroeder 1995 - 1998
Skills
Singer/Songwriter, Improvisational Comedy, Voice Over, Improvisation, Teleprompter, Guitarist, Entertainment, Singing, Public Speaking, Acting, Social Media, Organizational..., Film, Public Relations, Creative Direction, Marketing, Stage, Performing Arts, Musical Theatre, Songwriting, Broadcast, Theatre, Television, Creative Writing, Writing, Comedy, Social Networking, Music, Commercials, Voice Acting, Guitar, Event Planning, Leadership, Social Media Marketing, Sales, Blogging, Event Management, Feature Films, Drama, Facebook, Radio, Trade Shows, Plays, Stand-up Comedy, Press Releases, Time Management, CRM, Entrepreneurship, Festivals, Brand Development
Education
University of the Rockies 2014 — 2017
Doctor of Philosophy (Ph.D.), Organizational Development and Leadership
The Chicago School of Professional Psychology 2012 — 2014
Master of Arts (M.A.), Industrial and Organizational Psychology, A
George DiCenzo 2002 — 2006
Scene Study, Theatre
Circle in the Square 1993 — 1994
Performing Arts, Theatre
University of Maryland College Park 1986 — 1990
B.A., Theatre, Radio, Television and Film
Hammond High School 1982 — 1986
Diploma, Musical Theatre
WoodAllen Capital Management, LLC January 2003 - Present
Kingdon Capital April 2000 - December 2002
Commodities Corporation/Goldman Sachs Asset Management August 1996 - March 2000
Arnhold and S. Bleichroeder March 1994 - March 1996
Caxton Associates May 1990 - March 1994
Skills
Hedge Funds, Commodities, Fixed Income, Trading Systems, Global Macro, Currency, Commodity, Asset Management, Alternative Investments, Portfolio Management, Risk Management, Managed Futures, Economics, Trading, FX, Emerging Markets, Technical Analysis, Asset Managment, Equity Derivatives
Education
Franklin & Marshall College
Bachelor of Arts, Dual Majors: Government and American Studies
The Lawrenceville School
FCE Group, Inc. 2014 - Present
Piermont/FWM 2009 - 2014
Goldman Sachs 2001 - 2009
Nomura Securities International, Inc. 1998 - 2001
NatWest Markets 1997 - 1998
Arnhold and S. Bleichroeder 1994 - 1996
The Wharton School 1993 - 1994
Education
University of Pennsylvania - The Wharton School
Day Pitney LLP October 2012 - Present
Richards Kibbe & Orbe LLP September 2011 - October 2012
Bello and Parlier Families October 2009 - August 2011
Hughes Hubbard & Reed LLP September 2002 - September 2009
Mellon Investor Services October 1999 - August 2002
Livingston Consulting March 1999 - October 1999
Whitehall Robins July 1998 - March 1999
Arnhold and S. Bleichroeder April 1995 - June 1998
Education
Avtech Institute of Technology
Attended full-time classes to receive training in A+, Network+, Security+, MCP, CCNA, and PMP.
Montclair State University
Bachelor's Degree, Business Administration with a concentration in MIS
Loughlin Management Partners + Co February 2015 - Present
Thomson Reuters June 2013 - October 2014
PEI November 2011 - January 2013
Cushman & Wakefield October 2010 - November 2011
Association of American Law Schools October 2008 - May 2009
Arnhold and S. Bleichroeder June 2008 - August 2008
DataArt UK January 2008 - June 2008
Major League Baseball Properties June 2007 - August 2007
Levine, Blaszak, Block, and Boothby LLP September 2006 - May 2007
Skills
Economics, Private Equity, Real Estate Private..., Economic Research, Investments, Econometrics, Financial Analysis, SPSS, Report Writing, Microsoft Excel, Analysis, Due Diligence, SAS, Datastream, EcoWin, Factiva, Eviews, Insite, AutoCAD, C++, Access, Word, PowerPoint, Excel, Outlook, Economic Development, International Economics, Economic Modeling, Financial Markets, Team Leadership, Business Intelligence, Location Intelligence, Infrastructure, Haver, Global Insight, Strategy, Finance, Emerging Markets, Venture Capital, Alternative Investments, Research, Editing, Editorial
Education
School of Oriental and African Studies, U. of London 2009 — 2010
MSc, Finance and Development, Merit
The George Washington University 2005 — 2009
BA, International Affairs, Economics
Nickelodeon April 2008 - Present
Boyle Software May 2005 - April 2008
HNW July 2003 - May 2005
Columbia University in the City of New York January 2002 - July 2003
Organic February 2000 - 2001
Arnhold and S. Bleichroeder February 1998 - March 2000
PricewaterhouseCoopers May 1996 - February 1998
Skills
Java, Digital Media, HTML, Web Development, XML, CSS, Unix, Apache, Systems Analysis, System Administration, Spring Framework, JUnit, Git, Subversion, HTTP, Database Administration, Android
Education
New York University 1994 — 1997
Bachelors, MIS
Jennison Associates July 2007 - Present
Nortel July 2006 - July 2007
Prudental Rand (now known as Better Homes and Garden Rand) March 2005 - June 2006
Regal Homes and Properties, Inc. January 2002 - March 2005
Jennison Associates March 1993 - August 2001
Arnhold and S. Bleichroeder 1989 - 1993
Skills
Investments, Microsoft Excel, Excel Pivot, Microsoft Word, Securities, Asset Management, Asset Managment, Alternative Investments, Financial Analysis, Mutual Funds, Equity Research, Capital Markets, Bloomberg, Equities, Asset Allocation, Financial Services, Hedge Funds
Education
University of Phoenix
Green Key Resources January 2014 - Present
The ExecuSearch Group April 1998 - December 2013
Arnhold and S. Bleichroeder December 1997 - March 1998
Skills
Recruiting, Temporary Staffing, Financial Services, Human Resources, CFOs, Budgets, Search, Auditing, Cash Flow, Nonprofits, Management, Corporate Finance, Accounting, Sarbanes-Oxley Act, Consulting, Risk Management, Tax, Executive Search, Hedge Funds, Accountants, Financial Analysis, Finance, Product Control, Information Technology, Healthcare, Staffing Services, Permanent Placement, Internet Recruiting, Temporary Placement, Applicant Tracking..., Contract Recruitment
Education
Mercy College 1986 — 1990
BS, Public Accounting
Fordham Prep
International Value Advisers - IVA November 2007 - Present
Arnhold and S. Bleichroeder April 2007 - September 2007
Arnhold and S. Bleichroeder January 2005 - March 2007
Arnhold and S. Bleichroeder January 2000 - December 2004
Société Générale Asset Management October 1996 - December 1999
Skills
Portfolio Management, Securities, Funding, Hedge Funds, Fixed Income, Derivatives, Series 7, Financial Modeling, Equities, Capital Markets, Private Equity, Asset Management, Bloomberg, Investment Banking, Financial Analysis, Investments, Mutual Funds, Structured Products, Equity Derivatives, FX Options
Education
EDHEC Business School 1992 — 1996
Finance
Sainte Croix de Neuilly 1977 — 1991
Michael Kors May 2014 - Present
Michael C. Fina December 2009 - February 2014
Fortunoff April 2008 - July 2009
Lord & Taylor October 2008 - May 2009
Coach July 2006 - April 2008
Nine West / Jones Apparel Group November 2004 - July 2006
Lenox August 1996 - October 2004
Henry Schein August 1993 - August 1996
Tambrands, Inc. November 1990 - August 1993
Arnhold and S. Bleichroeder June 1987 - November 1990
Skills
E-commerce, Business Intelligence, Management, Leadership, Strategic Planning, Retail, Supply Chain, Software Development, Vendor Management, Business Analysis, Merchandising, Process Improvement, Cross-functional Team..., Business Process..., Team Building, Operations Management, Analytics, Performance Management, IT Strategy, CRM, Change Management, SDLC, Product Management, Business Development, SaaS, SAP, Wholesale, Business Strategy, Team Leadership, Integration, Forecasting, Analysis, Multi-channel Retail, Project Management, IT Management, Product Development, ERP, Strategy, Project Planning, Business Process, Executive Management, Information Technology, Salesforce.com, Budgets, Outsourcing, Team Management, Cloud Computing, Agile Methodologies
Education
Saint John's University 1984 — 1988
B.S.
Hofstra University 1990 — 1993
Working towards MBA
Dykema Gossett PLLC October 2011 - Present
Kerr Russell and Weber March 2008 - September 2011
Michigan Tax Tribunal May 2007 - August 2007
U.S. Bankruptcy Court 2007 - 2007
Ernst & Young May 2006 - August 2006
Winston & Strawn LLP April 2002 - August 2005
Winston & Strawn LLP June 2000 - April 2002
Arnhold and S. Bleichroeder 1998 - 1998
Skills
Tax, Mergers, Succession Planning, International Tax, Estate Planning, Corporate Law, Mergers & Acquisitions, Commercial Litigation, Appeals, Legal Writing, Litigation, LLC, Trusts, Legal Research, Bankruptcy, Tax Law
Education
Michigan State University College of Law 2005 — 2007
Juris Doctor
Michigan State University 1995 — 1999
BS
Grosse Pointe North 1991 — 1995
JPMorgan Chase & Co. October 2013 - Present
Barclays September 2008 - October 2013
Arnhold and S. Bleichroeder June 2005 - September 2005
Skills
Loans, Management, Banking, Credit, Trading, Leadership, Project Management, Customer Service, Asset Management, Fixed Income, Process Improvement, Investment Banking, Corporate Finance, Commercial Lending, Loan Servicing
Education
College of Mount Saint Vincent 2004 — 2008
Bachelor of Science, Marketing
Pride Technologies May 2013 - July 2014
Natixis November 1992 - February 2012
Arnhold and S. Bleichroeder November 1992 - December 2002
MetLife 1989 - 1992
Skills
Project Management, Equities, Series 7, Trading, Securities, Electronic Trading, Financial Markets, Trading Systems, Investment Banking, Options, Capital Markets, Investments, ETFs, Fidessa, FX trading, Business Analysis, Settlement, Valuation, Equity Derivatives, Bloomberg Terminal, Middle Office, Back Office, Equity Research, Banking, Financial Services, Emerging Markets, Investment Management, Financial Modeling, Relationship Management, Alternative Investments, Trading Strategies, Prime Brokerage, Market Data, Low Latency, Reference Data, Order Management, Series 63, FINRA, Exchange Connectivity, Mutual Funds, High Frequency Trading, Management
Education
Archbishop Molloy H.S.
Marist College
B.S., Computer Science
Standard & Poor's June 2006 - Present
Arnhold and S. Bleichroeder September 2003 - June 2006
Argus Research May 2002 - August 2002
Pacific Holding Company January 1998 - May 2001
Skills
Hedge Funds, Valuation, Credit Analysis, Financial Modeling, Financial Statement..., Equities, Finance, Banking, Analysis, Capital Markets, Credit, Fixed Income, Accounting, Bloomberg, Equity Research, Asset Management, Strategy, Corporate Finance, Investments, Investment Banking, Structured Finance
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
University of California, Berkeley 1993 — 1997
BA, Economics
State Farm August 2014 - Present
Sagent Partners September 2013 - August 2014
American Express October 2012 - September 2013
Daiwa Capital Markets America April 2002 - July 2012
Arnhold and S. Bleichroeder April 1999 - April 2002
Noblestar Systems April 1998 - April 1999
Skills
JBoss Application Server, J2EE Application..., Continuous Integration, JUnit, Tomcat, Drools, JBPM, Team Leadership, Java, Informatica, Microsoft SQL Server, Unix, PHP, JavaScript, jQuery, Objective-C, Spring, JSF, Web Services, REST, Apache, Weblogic, Strategic Planning, WebSphere MQ, TIBCO, JMS, Oracle 9i, Sybase, Sybase IQ, MySQL, Perl, C++, Agile Methodologies, SOA, Enterprise Architecture, Mobile Applications, Oracle, Spring Framework, Java Enterprise Edition, Scrum, Web Applications, Architecture, SDLC, Integration, Requirements Analysis
Education
Udacity 2015 — 2016
Android Developer Nanodegree
Arizona State University
Bachelor’s Degree
Omnitec Solutions Inc June 2009 - May 2010
XM Satellite Radio January 2006 - September 2008
EADS North America January 2005 - January 2006
ING Barings March 2000 - September 2001
Arnhold and S. Bleichroeder July 1999 - March 2000
Salomon Smith Barney April 1995 - April 1999
Skills
Mergers, Strategic Planning, Equity Research, Financial Analysis, Financial Modeling, Business Strategy, Investor Relations, Valuation, Competitive Analysis, Corporate Finance, Due Diligence, Analysis, Market Analysis, Mergers & Acquisitions, Finance, Asset Management, Capital Markets, Program Management, Portfolio Management, Corporate Development, Process Improvement, Management, Venture Capital, Analytics, Investments, Start-ups, Investment Banking, Strategy, Emerging Markets, Private Equity, Equities
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA
University of Pennsylvania 1990 — 1994
Diplomatic History
University of Pennsylvania - The Wharton School 1990 — 1994
Morgan Stanley June 2015 - Present
Royal Bank of Scotland March 2013 - June 2015
Financial Industry Regulatory Authority September 2006 - March 2013
U.S. Securities and Exchange Commission June 2005 - August 2005
Office of New York Attorney General October 2004 - May 2005
US Securities and Exchange Commission June 2004 - August 2004
NYSE Euronext June 2003 - August 2003
Arnhold and S. Bleichroeder August 1999 - June 2001
Gymnazium August 1998 - June 1999
Skills
Legal Writing, Securities Regulation, Licensing, Research, Securities, Corporate Governance, Litigation, Legal Research, Arbitration, Commercial Litigation, Employment Law, Intellectual Property, Administrative Law, Courts, Enforcement, Mediation, Competition Law, FINRA, FCPA, Trials, Appeals, Capital Markets, Financial Regulation, Securities Litigation, Civil Litigation, Corporate Law, Investment Advisers Act, Legal Compliance, Fraud, SEC, Financial Services, Westlaw, Due Diligence, AML, Litigation Support, Hedge Funds, Private Equity, Litigation Management, Law Enforcement
Education
State University of New York at Buffalo - School of Management 2003 — 2006
MBA
State University of New York at Buffalo - Law School 2002 — 2006
JD
Binghamton University 1994 — 1998
BA, History
GREENWICH INVESTMENT MANAGEMENT, INC. December 2011 - Present
Greenwich Investment Management, Inc. 2011 - 2015
DJC Capital Management March 2007 - November 2011
TIAA-CREF March 2005 - February 2007
TIAA-CREF October 1999 - March 2005
Federated Investors, Inc. June 1995 - September 1999
Arnhold and S. Bleichroeder January 1994 - June 1995
TIAA-CREF January 1993 - January 1994
TIAA-CREF January 1988 - December 1992
TIAA-CREF October 1986 - December 1987
Skills
Equities, Asset Management, Investments, Hedge Funds, Investment Strategies, Asset Managment, Equity Research, Valuation, Corporate Finance, Mutual Funds, Derivatives, Portfolio Management, Securities, Investment Banking, Investment Management, Investment Advisory, Bonds, Finance, Economics, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (M.B.A.), Finance; investments and corporate finance
Oberlin College 1975 — 1979
A.B., Economics & Government
Bark & Co. February 2015 - Present
Bark & Co. April 2014 - Present
Uncharted Play Inc October 2011 - Present
Uncharted Play September 2013 - April 2014
Council on Foreign Relations July 2009 - January 2011
Centerline Capital Group July 2007 - November 2008
Arnhold and S. Bleichroeder June 2006 - August 2006
Skills
Financial Modeling, Research, Spanish, Writing, Analysis, Fundraising, Corporate Social..., Corporate Fundraising, Social Entrepreneurship, Communication, Event Planning, Leadership, Editing, Non-profits, Public Speaking, Policy Analysis, Program Management, Sustainability, Nonprofits
Education
New School University 2009 — 2011
MA, International Affairs
University of Southern California 2004 — 2007
Bachelor’s Degree, Political Science and Government
Silver Leaf Partners March 2013 - Present
Centenium Advisors LLC 2006 - March 2013
Natixis January 2004 - June 2004
Natixis Commodity Markets January 2004 - June 2004
Natexis Bleichroeder January 2003 - June 2004
Arnhold and S. Bleichroeder 1993 - 2004
Bankers Trust Company 1988 - 1991
First Chicago 1985 - 1988
The First National Bank of Chicago 1985 - 1988
Chase Manhattan Bank 1976 - 1983
Education
Harvard Business School 1974 — 1976
Ateneo de Manila University 1968 — 1972
College
Ateneo de Manila University 1964 — 1968
High School
Marcum LLP August 2008 - Present
Marcum LLP August 2007 - Present
Soros Fund Management January 2000 - January 2002
Arnhold and S Bleichroeder June 1995 - January 2000
Skills
Hedge Funds, Financial Accounting, Fund Accounting, External Audit, Financial Analysis, Business Valuation, SOC 1, US GAAP, IFRS, Offshore Funds, Private Equity, Real Estate Private...
Education
SUNY at Albany 1987 — 1991
bachelors degree of science, accounting, Summa Cum Laude
BNY Mellon August 2011 - Present
BNY Mellon August 2009 - July 2011
BNY Mellon April 2007 - August 2009
Banc of America Specialist Inc. December 2003 - April 2007
Arnhold and S. Bleichroeder June 2000 - August 2000
Skills
Equities, Fixed Income, Securities, Trading, Mutual Funds, Investments, Options, Trading Systems, Equity Trading, VBA, Microsoft Excel, Valuation, Bloomberg, Capital Markets, Asset Managment
Education
City University of New York-Brooklyn College 1999 — 2001
Bachelor of Science, Business, Management; Finance; Economics and Accounting
International Value Advisers, LLC March 2008 - Present
Arnhold and S. Bleichroeder April 1997 - February 2008
Education
The Ohio State University Fisher College of Business 1989 — 1995
MBIA Inc August 2013 - September 2015
MBIA Inc June 2009 - September 2015
KPMG LLP January 2007 - June 2009
AXA Financial August 2006 - December 2006
KPMG January 2005 - July 2006
HSBC Securities September 2004 - December 2004
Natexis Bleichroeder April 1999 - January 2004
Arnhold and S. Bleichroeder September 1991 - April 1999
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Quality Assurance Review, Risk Assessment, Audit Committee, Auditing Standards, COSO, Project Management, Risk Based Audits, Integrated Risk..., Team Building, Mentoring, Organized Multi-tasker, Financial Services, Sarbanes-Oxley
Education
City University of New York-College of Staten Island 1999 — 2003
B.S.
IVA December 2007 - February 2012
Arnhold and S. Bleichroeder August 1996 - November 2007
Education
Dominican College of Blauvelt 2012 — 2014
Master's Degree (Elementary Education / SWD) - Dual Certification, Elementary Education and Teaching, 1-6
Swedish Institute 2004 — 2005
AAS, Massage Therapy
Berkeley College 1989 — 2000
AAS (1991) and BBA (2000), Business Admin - Marketing
Auerbach Grayson Company Inc April 2012 - Present
Natixis Securities Americas LLC. July 2005 - April 2012
Natixis Bleichroeder Inc. July 2000 - 2005
Arnhold and S. Bleichroeder 2000 - 2003
Prudential Investments Asset Management January 2000 - July 2000
Prudential Investments July 1996 - 2000
The Prudential Insurance Company of America October 1990 - July 1996
Skills
Trading, Electronic Trading, Investments, Capital Markets, Equities, Equity Trading, Emerging Markets, Financial Markets, Securities, Series 7, Trading Systems, Series 63, Investment Banking, Asset Allocation, Bloomberg
Education
Saint Peter's University 1986 — 1990
Bachelors of Science, Computer Science
Sacred Heart Private School
Sacred Heart Private School
Sacred Heart Private School
Northern Trust Asset Management May 2003 - Present
Northern Trust Asset Management May 2003 - Present
Bleichroeder Advisers, LLC March 2000 - May 2003
Arnhold and S. Bleichroeder 1998 - 2003
Cramer Rosenthal McGlynn, LLC August 1998 - February 2000
Cramer Rosenthal McGlynn, LLC August 1997 - August 1998
Cramer Rosenthal McGlynn 1996 - 1998
Dreyfus Mutual Funds August 1995 - August 1997
Skills
Due Diligence, Compliance, Asset Management, Risk Management, Mutual Funds, AML, Risk, Risk Assessment, Corporate Governance, Policy, Change Management, ETFs, Asset Managment
Education
Iona College 1998 — 2004
MBA, Finance
Saint Bonaventure University 1991 — 1995
BBA, Accounting
Daiwa Capital Markets America Inc. July 2001 - Present
Arnhold and S. Bleichroeder 1985 - 2001
Skills
Series 99, Fixed Income, Equities, Back Office, Electronic Trading, Capital Markets, Trading Systems, Financial Markets, Portfolio Management, Asset Managment, Financial Services, Business Analysis, Middle Office, Vendor Management, Market Data, SDLC, Product Management, Strategic Planning, Business Strategy, Project Management, Sarbanes-Oxley Act
Education
Hofstra University
Daruma Asset Management, Inc. December 2008 - March 2012
Glenhill Capital May 2007 - May 2008
Brahman Capital October 2003 - March 2007
Bellmore Asset Management, Inc. May 1992 - September 2003
Arnhold and S. Bleichroeder March 1988 - April 1992
Heine Securities/Mutual Shares March 1989 - November 1990
Skills
Portfolio Management, Hedge Funds, Asset Management, Financial Analysis, Long Short, Securities Analysis, Long, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA
University of Florida 1979 — 1982
B.S. Accounting
Martha B. Pierce Personal financial plannerVice PresidentThe Bank of New York MellonNovember 2000 - June 2009
Arnhold and S. Bleichroeder 1989 - 1999
Skills
Retirement Planning, Mutual Funds, Financial Planning, Alternative Investments, Retirement, Personal Finance, Strategic Financial..., Fixed Income, Financial Markets, Asset Management, Relationship Management, Financial Advisory, Equities, Investment Management, Securities, Risk Management, Investments, Asset Allocation, Financial Services, Finance, Wealth Management, Hedge Funds, Banking, Investment Advisory, Portfolio Management, Tax, Wealth, Investment Strategies, Series 7, Estate Planning, Capital Markets, Bonds, Derivatives, Series 63, High Net Worth..., 401k, Private Equity, Trading
Education
New York University
Certificate in Financial Planning
The Ohio State University
BA
Silver Leaf Partners March 2013 - Present
Centenium Advisors LLC 2006 - March 2013
Arnhold and S. Bleichroeder 1993 - 2004
Bankers Trust Company 1988 - 1991
First Chicago Bank & Trust 1985 - 1988
PepsiCo 1983 - 1985
The Chase Manhattan Bank 1976 - 1983
Education
Harvard Business School 1974 — 1976
Ateneo de Manila University 1968 — 1972
AB, Economics
Pemetic Capital Management LLC August 2003 - Present
Deutsche Asset Management 1995 - 2002
Arnhold and S. Bleichroeder 1985 - 1995
Brean Murray, Carret & Co. 1983 - 1985
Warburg, Paribas, Becker Inc. (acq. by Merrill Lynch) 1978 - 1981
Skills
Hedge Funds, Equities, Asset Managment, Portfolio Management, Investments, Alternative Investments, Investment Strategies, Asset Allocation, Fixed Income, Investment Management, Capital Markets, Mutual Funds, Valuation, Trading, Private Equity, Financial Modeling, Investment Advisory, Equity Research, Derivatives, Due Diligence
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (M.B.A.), Finance and Marketing
Cornell University 1975 — 1978
Dual Degree Program: Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Electrical and Electronics Engineering, Physics
Collins Stewart 2010 - Present
Natixis Bleichroeder January 1997 - April 2010
Arnhold and S. Bleichroeder January 1997 - September 2002
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Bachelor of Business Administration, Computer Information Systems
PS 127
U.S. Bank August 2014 - Present
U.S. Bank August 2014 - Present
U.S. Bank May 2012 - July 2014
Alternative Investment Solutions May 2012 - December 2012
Highbridge Capital Management August 2010 - January 2012
Ziff Brothers Investments June 2009 - March 2010
Professional Access March 2005 - June 2009
Sandelman Partners August 2007 - April 2009
Arnhold and S. Bleichroeder July 2006 - July 2007
Citibank March 2005 - July 2006
Skills
Hedge Funds, Agile Methodologies, SDLC, Java, Microsoft SQL Server, Equities, Fixed Income, SQL, Project Management, Asset Management, Requirements Analysis, Management
Education
Devi Ahilya Vishwavidyalaya 1999 — 2002
MCA, Master of Computer Applications
Devi Ahilya Vishwavidyalaya 1996 — 1999
BCA, Bachelor of Computer Applications
The Lawrence School,Lovedale 1988 — 1996
XO Group Inc. June 2015 - Present
Lifebooker June 2014 - May 2015
Flatiron School February 2014 - April 2014
A2iA January 2013 - January 2014
A2iA January 2012 - December 2012
Arnhold and S. Bleichroeder June 2009 - August 2009
Hunt Library November 2006 - August 2009
Skills
Ruby on Rails, JavaScript, Web Development, HTML, Java, C#, C++, Microsoft Office, Databases, SQL, Ruby, CSS
Education
Carnegie Mellon University 2006 — 2011
BS, Logic and Computation
Flatiron School
The Bank of New York Mellon September 2000 - Present
Gemini Systems 1999 - 2000
Arnhold and S. Bleichroeder 1997 - 1999
KPMG Peat Marwick September 1994 - October 1997
Instinet Corporation December 1988 - September 1994
Skills
Vendor Management, Financial Services, IT Strategy, Relationship Management, Leadership, Risk Management, Trading Systems, Business Analysis, Fixed Income, Project Delivery
Education
Iona College 1989 — 1991
MBA, Management Information Systems
Iona College 1983 — 1987
BBA, Management Information Systems / Marketing
John Adams High School
NYPD Detective Borough Bronx September 2013 - Present
NYPD September 2010 - Present
NYPD 1993 - 2012
Aon November 1988 - August 1993
Refco November 1987 - November 1988
Arnhold and S. Bleichroeder August 1985 - November 1987
Merrill Lynch August 1983 - August 1985
Skills
Supervisory Skills, Investigations, Criminal Justice, Emergency Management, Law Enforcement, Police, Surveillance, Criminal Law, Criminal Investigations, Background Checks, Physical Security, Executive Protection, Protection, Homeland Security, Investigation, Security, Interrogation, Firearms, Enforcement, Asset Protection, Corporate Security, Counterterrorism, Crime Prevention, Crisis Management, Dignitary Protection, Evidence, Field Training, Fraud, Intelligence, Internal Investigations, Patrol, Personal Protection, Private Investigations, Public Safety, Risk Assessment, Security Management, Security Operations, Tactics, Access Control, Computer Forensics, Emergency Services, Tenacious Work Ethic
Education
Marist College 1979 — 1983
BS, Marketing
Cardinal Hayes High School
Bank of America June 2015 - Present
UBS Investment Bank April 2005 - June 2015
Arnhold and S. Bleichroeder 2000 - 2005
Bank of America January 1999 - December 2000
Morgan Stanley 1997 - 1998
Skills
Fixed Income, Series 7, Equities, Asset Management, Investments, Prime Brokerage, Options, Series 24, Relationship Management, Settlement, Derivatives, Middle Office, Equity Derivatives, Swaps, Hedge Funds, Bloomberg, Capital Markets
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (MBA), Finance
Hofstra University
Bachelor of Business Administration (BBA)
The Corcoran Group March 2012 - Present
Bright Trading, LLC January 2010 - Present
Clearview Trading Advisor, Inc. June 2009 - January 2010
Bright Trading, LLC January 2007 - 2009
Harbert Management Corporation 2004 - 2005
TD Securities USA 1998 - 2000
Kellner DiLeo 1996 - 1997
Andco Securities Inc. 1989 - 1996
Arnhold and S. Bleichroeder 1984 - 1989
Skills
Investments, Arbitrage, Hedge Funds, Equities, Trading, Bloomberg, Securities, Portfolio Management, Alternative Investments, Asset Managment, Private Equity, Series 7, Investment Banking, Capital Markets, Financial Modeling, Due Diligence, Corporate Finance, Risk Management, Options, Mergers, Electronic Trading
Education
University of Miami - School of Business 1980 — 1981
MBA, FINANCE
Emory University 1973 — 1977
BA, CHEMISTRY AND PHYSICS
Katz & Associates Corp 2008 - Present
Arnhold and S. Bleichroeder April 1996 - February 2003
Natexis Bleichroeder April 1996 - February 2003
Skills
Capital Markets, Financial Analysis, Accounting, Bloomberg, Equities, Back Office, Hedge Funds, Financial Reporting, Due Diligence, Investments, Analysis
Education
State University of New York College at Oswego 1988 — 1992
BS, Accounting
First Eagle Investment Management June 2010 - Present
First Eagle Investment Management June 2009 - June 2010
Arnhold and S. Bleichroeder October 2007 - June 2009
Arnhold and S. Bleichroeder June 2007 - October 2007
New York City Fire Department November 2001 - April 2005
Skills
Equities, Asset Managment, Fixed Income, Hedge Funds, Securities, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Social Media, Public Speaking, Charles River IMS, Omgeo Oasys, Advent Geneva, Alternative Investments, Asset Management, Mutual Funds
Education
City University of New York-College of Staten Island 2007 — 2009
BS, Marketing
State University of New York Empire State College 2005 — 2006
Marketing
City University of New York-College of Staten Island 2000 — 2001
Computer Science
J.P. Morgan October 2009 - Present
Arnhold and S. Bleichroeder May 2005 - October 2009
State Street March 2002 - May 2005
Skills
Series 7, Asset Managment, Series 63, Mutual Funds, Hedge Funds, Securities, Alternative Investments, Private Banking, Bloomberg Terminal, Account Reconciliation, Microsoft Excel, Cash Management, Settlement, Financial Services, Equities, Investments, Bloomberg, Derivatives, Banking, Fixed Income
Education
University of Scranton 1995 — 1999
Bachelor of Science (B.S.)
Safra Securities LLC 2008 - Present
Rexing Holdings January 2006 - June 2007
Banif Securities February 2001 - June 2005
Robert Fleming June 1996 - December 2000
Arnhold and S. Bleichroeder August 1994 - May 1996
Skills
Equities, Trading, Equity Trading, Securities, Emerging Markets, Proprietary Trading, Options, Investments
Education
Indiana University - Kelley School of Business
BS, Finance, Economics and International Relations
Arnhold and S. Bleichroeder January 2007 - Present
Merrimac Corp October 1989 - August 2008
Education
Pace University - Lubin School of Business 1965 — 1972
BS, Accounting
AQR Capital Management March 2006 - Present
Arnhold and S. Bleichroeder December 2004 - March 2006
Arnhold and S. Bleichroeder August 2001 - December 2004
Skills
Series 7, Hedge Funds, Alternative Investments, Equities, Fixed Income, Securities, Asset Managment, Investments, Fund Of Funds, Trading, Mutual Funds, Derivatives, Series 63, Bloomberg, Asset Management, ETFs
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance and Marketing
University of Miami - School of Business 1997 — 2001
BBA, International Finance and Marketing
Office of the Attorney General of the State of New York June 2014 - July 2014
Bank of America Merrill Lynch July 2010 - August 2012
Arnhold and S. Bleichroeder June 2009 - August 2009
Arnhold and S. Bleichroeder June 2007 - August 2007
Arnhold and S. Bleichroeder June 2006 - August 2006
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Due Diligence, Research, Mandarin, French, Russian, Finance, Capital Markets, Portfolio Management, Corporate Finance, Economics
Education
Harvard Law School 2013 — 2016
Columbia University 2006 — 2010
Bachelor of Arts (B.A.), Political Science
Trinity School 2002 — 2006
De La Salle Academy 2000 — 2002
Private Investor July 2012 - Present
Absolute Equity Managers, LLC 2011 - July 2012
First Eagle Investment Management 2005 - 2010
Arnhold and S. Bleichroeder 1995 - 2005
Skills
Alternative Investments, Asset Managment, Investments, Equities, Financial Analysis, Fixed Income, Investment Strategies, Private Equity, Asset Management, Asset Allocation, Valuation
Education
Cornell University
BA, Economics and History
University of Pennsylvania - The Wharton School
MBA, Finance
Amanzi Tea August 2005 - Present
Arnhold and S. Bleichroeder 1997 - 1998
Skills
Strategic Planning, Marketing Strategy, Product Development, New Business Development, Social Media Marketing, Public Speaking, Sales Management, Social Media, Business Planning, Public Relations, Team Leadership, Merchandising, Team Building, Start-ups, Customer Service
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1996 — 1997
Tufts University 1990 — 1994
Bachelor of Science (BS), Economics
DeSals Media Group August 2013 - Present
Ritmo Latino Wireless - T-Mobile August 2012 - August 2013
Natixis May 2002 - September 2010
Arnhold and S. Bleichroeder April 1999 - May 2002
Santandar 1996 - 1999
Datronics Inc. 1992 - November 1996
Education
St. Francis College
Thomas Edison State College
BTIG January 2005 - Present
Spear, Leeds & Kellogg/Goldman Sachs January 1996 - February 2003
Arnhold and S. Bleichroeder March 1994 - September 1995
Skills
Electronic Trading, Capital Markets, Financial Markets, Trading Systems, Valuation, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2002 — 2006
MBA, Finance
State University of New York College at Brockport 1987 — 1992
BS, Business Administration
Rembrandt IP Management January 2006 - October 2014
TRADITION ASIEL SECURITIES INC. 2003 - 2005
CREDIT LYONNAIS SECURITIES 1998 - 2003
Arnhold and S. Bleichroeder 1997 - 1998
Skills
Valuation, Due Diligence, Financial Modeling, Financial Analysis, Venture Capital, Corporate Finance, Investments, Equity Research, Portfolio Management, Mergers & Acquisitions, Private Equity, Capital Markets, Business Valuation, Finance, Trading, Equities, Patents, Equity Valuation, LBO, DCF, Hedge Funds, Bloomberg, Financial Reporting, Managerial Finance, Analysis, Business Analysis, Competitive Analysis, Credit Analysis, Intellectual Property..., Asset Management, Investment Banking, Investment Strategies, Alternative Investments, Variance Analysis, Accounting, Financial Accounting, Forecasting, Cash Flow Analysis, Budgeting, Balance Sheet, Strategic Planning, Business Strategy, Business Decision Making, Management, Fixed Income, Securities
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Finance and Multinational Management
David Posnack Jewish Day School August 2012 - June 2013
Temple Dor Dorim, Temple Beth Emet, American Heritage Elemenatry School and David Posnack School August 2010 - June 2012
The Sagemont School August 2005 - December 2006
Lehrman Community Day School August 2002 - June 2005
First Miami Securities, Inc. October 2001 - August 2002
Arnhold and S. Bleichroeder September 2000 - July 2001
Skills
Educational Leadership, Curriculum Development, Lesson Planning, Curriculum Design, Classroom, Teaching, Human Resources, Sales, Marketing, Recruiting, Strategic Planning
Education
Nova Southeastern University 1995 — 1997
Master of Education (MEd), Elementary Education
Florida International University 1993 — 1995
Bachelor's degree, Hospitality Administration/Management
The Ohio State University 1990 — 1993
Master of Science (MS), Hospitality Administration/Management