CACEIS Company
Founded: 2005 Parent organization: CACEIS
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CACEIS Employees
CACEIS May 2011 - Present
BNP Paribas Securities Services November 2007 - May 2011
Prudential Investment Management 1998 - 2007
Chase Manhattan Bank 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Capital Markets, Equities, Mutual Funds, Securities, Asset Management, Financial Markets, Fund Of Funds, Bloomberg, Portfolio Management, Private Equity, Bonds, Investments
Education
Rutgers University-New Brunswick 1992 — 1996
BS, Economics
Business France (Export) January 2015 - Present
AIESEC no Brasil July 2014 - August 2014
CACEIS June 2013 - July 2013
Skills
New Business Development, Business Development, Prospect Research, Innovation Management, Project Management, Microsoft Excel, Information Systems, Information Systems..., Databases, SQL, Change Management, Inventory Management, Help Desk Support, notions langage C, Networking, Gestion de projet
Education
Télécom Ecole de Management 2014 — 2015
Master's degree, Ingénierie des Affaires Internationales
Télécom SudParis 2012 — 2015
Diplôme d'ingénieur, Computer/Information Technology Administration and Management
CPGE PSI* Lycée Fabert 2010 — 2012
Lycée Louis Vincent 2007 — 2010
Bac Scientifique Sciences pour l'Ingénieur
University of Pennsylvania May 2015 - Present
MetLife March 2014 - April 2015
MetLife July 2012 - March 2014
MetLife July 2010 - June 2012
Societe Generale June 2008 - December 2008
AIG June 2007 - August 2007
CACEIS May 2006 - June 2006
Skills
Financial Analysis, Fixed Income, Investments, Financial Risk, Portfolio Management, Financial Modeling, Strategic Planning, Business Strategy, Life Insurance, Salesforce.com
Education
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
CFA Institute 2010 — 2010
CFA charterholder
Universidad de Chile 2009 — 2009
International student exchange program, School of Business and Economics
Reims Management School 2006 — 2009
Sup de Co Program, Finance
Université Paris Descartes 2004 — 2006
Accounting and Finance
Deloitte Canada September 2014 - Present
CACEIS May 2012 - August 2013
Skills
Financial Analysis, Accounting, Microsoft Office, Auditing, Account Reconciliation, Finance, PowerPoint, Financial Accounting
Education
McMaster University 2009 — 2014
Honours Bachelor of Commerce, Accounting
Mitsubishi UFJ Fund Services October 2009 - Present
CACEIS January 2008 - October 2009
Transcontinental Media - Daily News September 2005 - December 2007
Officer Interiors Group February 2003 - September 2005
Film Nova Scotia (Formerly Nova Scotia Film Development Corporation) August 2001 - June 2002
Maritime Steel & Foundry Limited September 2000 - March 2001
Health Association of Nova Scotia (Fromerly Nova Scotia Association of Health Organizations) March 1994 - May 2000
Bruncor Leasing 1993 - 1994
Investors Group, Mortgage Division 1992 - 1993
Central Guaranty Trust 1982 - 1990
Skills
Accounting, Financial Analysis, Auditing, Analysis, Forecasting, Managerial Finance, Accounts Payable, Banking, Accounts Receivable, Business Planning, Financial Reporting, Financial Accounting, Investments, Credit, Strategic Planning, Coaching, Hedge Funds, Portfolio Management, Customer Service, Administration, Due Diligence, Compliance, Policy, Process Improvement, Business Analysis, Internal Controls, Teamwork, Cash Flow, Valuation, Team Leadership, Asset Management, Team Building, PowerPoint, Business Process, Equities, Business Process..., Budgeting, Problem Solving, Customer Relations, Excel, Documentation, Financial Planning, Planning, Financial Management, Reconciliation, Mentoring, Software Documentation, Finance, Account Reconciliation, Strategic Financial...
Education
Society of Management Accountant 2001 — 2002
CMA
Dalhousie University 1975 — 1980
B. Comm, Accounting
Halifax West High School 1975 — 1976
General Panet High School 1971 — 1975
CIBC April 2015 - Present
CIBC October 2013 - April 2015
CIBC October 2012 - October 2013
CACEIS December 2010 - October 2012
McMaster University January 2010 - May 2010
Carmen's Banquet and Convention Centre 2005 - 2010
Education
McMaster University 2006 — 2010
Honours Bachelor of Commerce, Finance, Economics
Fordham Law School January 2014 - Present
LLM-United September 2013 - Present
M. Molfessis January 2012 - June 2012
Université Paris-Sud January 2012 - June 2012
Université Panthéon Assas (Paris II) January 2012 - June 2012
CACEIS April 2011 - July 2011
Simmons & Simmons July 2009 - July 2009
Skills
Banking Law, French, Mergers & Acquisitions, Contract Law, Financial Regulation, Securities, Legal writing, US transactional..., Corporate Law, Hungarian, Legal Writing
Education
Fordham Law School 2012 — 2013
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law, graduated cum laude
Université Paris Sud (Paris XI) 2010 — 2011
Master 2, droit bancaire et financier, mention assez bien
Université Panthéon Assas (Paris II) 2006 — 2010
Master 1, droit des affaires, mention assez bien
CACEIS May 2014 - Present
SS&C GlobeOp October 2012 - April 2013
SS&C Technologies August 2010 - September 2012
Borden Ladner Gervais LLP May 2009 - July 2010
Osler, Hoskin & Harcourt LLP February 2008 - April 2009
Bullet Road Link Inc. 2005 - 2007
Skills
Financial Reporting, Internal Audit, Accounting, Finance, US GAAP, Financial Audits, Financial Statements, Financial Analysis, Internal Controls, Derivatives, Fund Accounting, Hedge Funds, Financial Accounting, IFRS, Account Reconciliation, Bloomberg
Education
Punjabi University
M. Comm., Commerce
Punjabi University
Post Graduate Diploma in Computer Application, IT
CACEIS January 2015 - June 2015
Banque de France June 2014 - July 2014
Banque de France June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, International Finance, Corporate Finance, Mathematics, Macintosh Applications, Financial Accounting, Bloomberg, International Marketing, Presentation Skills, Public Speaking, Portfolio Management, Derivatives, FX Trading, Futures Trading, Equity Trading, Time Management, Financial Research, Entrepreneurship, Financial Markets, Options Strategies, International Economics, Communication, Organizational..., Central Banks, Managerial Finance, Analytical Skills, Leadership, OTC Derivatives, Geopolitics, Microsoft Access, Email Management, Client Services, Client Relations, Front Office, Middle Office, Asset Servicing, VBA
Education
Siena College 2015 — 2016
Bachelor of Science (B.S.), Finance
CEFAM Centre d'Études Franco-Américain de Management 2012 — 2016
Bachelor's Degree, Major in Finance (Financial Markets / International Finance), Cumulative GPA: 3.66/4.00 (Major GPA: 4.33/4.00)
Université Jean Monnet Saint-Etienne 2012 — 2012
licence 1 avec mention bien (with honors), Economics
Classe Préparatoire aux Grandes Ecoles (CPGE) Lycée Claude Fauriel Saint Etienne 2011 — 2011
Mathematics, Physics, Validation Semestre 1 avec mention Bien (semester 1 with honors)
Externat Saint Michel Saint Etienne
baccalauréat Scientifique, Mention Bien (with honors)
Crédit Agricole CIB March 2015 - Present
Crédit Agricole CIB July 2014 - March 2015
CACEIS October 2014 - January 2015
Rudolph Friedmann LLP August 2013 - May 2014
Victoria's Secret January 2012 - August 2013
Victoria's Secret August 2010 - January 2012
Skills
Microsoft Office, Invoice Processing, PowerPoint, Sales, Microsoft Excel, Outlook, Visual Merchandising, Merchandising, Retail Sales, Store Operations, Cash Register, Management, Facebook
Education
University of North Carolina at Greensboro 2006 — 2010
Bachelor of the Arts, English
William G. Enloe High School 2002 — 2006
State Street February 2015 - Present
CACEIS May 2012 - August 2013
Skills
Finance, Teamwork, Public Speaking, Sales, Leadership, Strategic Planning
Education
McMaster University 2009 — 2014
HBComm, Minor in Economics, DeGroote School of Business, 3.75 GPA
Deloitte September 2015 - Present
Deloitte France January 2011 - August 2015
EXPERTIS CFE AUDIT ET CONSEIL January 2010 - June 2010
CACEIS July 2009 - December 2009
Skills
Auditing, Transaction Advisory..., Internal Audit, Due Diligence, External Audit, Mergers & Acquisitions, Financial Audits, Consulting, Statutory Audit, IFRS, French GAAP, US GAAP, Strategic Consulting, Sarbanes-Oxley Act, Management, Tax Advisory
Education
ICN Business School 2007 — 2010
Master's degree, Auditing
Lycée Parc de Vilgénis - Massy (France) 2005 — 2007
Higher School Preparatory Classe
Lycée Blaise Pascal - Orsay (France) 2002 — 2005
Baccalauréat
Oppenheimer & Co. Inc. May 2012 - Present
CACEIS January 2008 - December 2011
Brooke Securities Inc July 2001 - December 2007
Gruntal & Company LLC July 1997 - July 2001
Advest, Inc. January 1994 - June 1997
Smith Barney Shearson September 1989 - December 1993
Banco Popular de Puerto Rico June 1986 - September 1989
Education
Queensborough Community College 1984 — 1986
Business Administration
Zendesk April 2015 - Present
Zendesk January 2014 - March 2015
Zendesk June 2013 - December 2013
CACEIS September 2012 - May 2013
Symphony Asset Management January 2011 - August 2012
Symphony Asset Management LLC July 2004 - 2011
National Chamber Foundation January 2004 - April 2004
Skills
Relationship Management, SaaS, Business Strategy, Equities, Alternative Investments, Financial Services, Fixed Income, Investments, CRM, Investor Relations, Product Marketing, Marketing Strategy, Research, Client Services, Project Coordination, Microsoft Office, Sales
Education
University of California, Davis 2000 — 2004
Bachelor of Science, Managerial Economics
Accenture March 2011 - Present
Realex Payments January 2011 - March 2011
CACEIS September 2010 - December 2010
Skills
Business Analysis, Management Consulting, Training & Development, Internal Communications, Banking, Operating Models, Change Management, Role Mapping, Project Management, Organizational Design, Bid Preparation, Sales Management, Management, Business Process..., Consulting, Stakeholder Management
Education
UCD Michael Smurfit Graduate School of Business 2009 — 2010
Masters in Management, Business Management & Strategy
Trinity College, Dublin 2005 — 2009
Bachelor of Arts, English & French
Citigroup December 2013 - Present
Fidelity Investments June 2013 - December 2013
Sapient Global Markets November 2011 - December 2013
Citi 2011 - 2012
CACEIS December 2010 - December 2011
HBMJ Consulting July 2008 - December 2010
Skills
Advent Geneva, Microsoft Office, Bloomberg, Derivatives, Trading Systems, Alternative Investments, Hedge Funds, Fixed Income, Microsoft Excel, Financial Services, Asset Management, Business Analysis, Risk Management, Portfolio Management, Equities, Requirements Gathering, Market Data, Capital Markets, Investment Banking, Middle Office, Financial Markets, Fund Accounting, Back Office, Securities, Fund Administration, Bloomberg Terminal, Financial Analysis, Requirements Analysis, Reference Data, Credit Derivatives, Options, Prime Brokerage, SDLC, Project Management
Education
Baruch College (City University of New York) 2005 — 2008
BBA, Finance
Hunter College 2003 — 2005
Economics
Crédit Agricole CIB March 2015 - Present
CACEIS May 2013 - September 2013
Standard Chartered Bank February 2012 - March 2012
Schneider Electric October 2011 - January 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Word, Analysis, Teamwork, Finance, French, Financial Markets
Education
The University of Nottingham Ningbo China 2013 — 2014
Master of Science (MSc), Finance and Investment, with Merit
Université Paris X Nanterre 2012 — 2013
Master's Degree, Sciences de Gestion (Business&Management)
Université Panthéon Sorbonne (Paris I) / IAE Paris 2008 — 2010
Bachelor's Degree, Economie (Economics)
Marivest Capital Inc. November 2013 - Present
Somerled Properties Inc. 2013 - 2014
Homburg Invest Inc. 2009 - 2013
CACEIS 2007 - 2009
Grant Thornton LLP January 2004 - 2007
Education
Atlantic School of Chartered Accountancy 2004 — 2005
CA
University of New Brunswick 2000 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance