Neuberger Berman
Neuberger Berman is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals. Assets under management: 304 billion USD (June 2018) Headquarters: New York City, New York, United States Founded: 1939 Founders: Roy Neuberger, Robert Berman Parent organization: Neuberger Berman Group LLC Subsidiaries: Neuberger Berman Pty Ltd,
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Neuberger Berman Employees
Mirae Asset Global Investments February 2010 - Present
Neuberger Berman 2006 - 2010
Skills
Separately Managed..., Strategic Financial..., FINRA, Wealth Management..., Series 63, Investment Strategies, Uniform Combined State..., Alternative Investments, Bonds, Bloomberg, Fund Of Funds, Asset Allocation, Options, Securities, Series 6, Equities, Bloomberg Terminal, Portfolio Management, Proprietary Trading, Investment Advisory, Series 65, Equity Research, Mutual Funds, Hedge Funds, Wealth Management, Structured Products, Financial Markets, Trading, Equity Trading, Series 7, Asset Management, Financial Services, Investments, Relationship Management, Financial Advisory, Fixed Income, Investment Management, Private Equity, Emerging Markets
Education
Towson University 2002 — 2006
Neuberger Berman July 2013 - Present
McCombs School of Business July 2011 - June 2013
Deloitte Consulting May 2012 - August 2012
Neuberger Berman July 2006 - July 2011
Lehman Brothers July 2004 - June 2007
Lehman Brothers June 2003 - August 2003
Skills
Private Equity, Venture Capital, Due Diligence, Valuation, Financial Modeling, Management Consulting, Investment Banking, M&A experience, Financial Analysis, Investments, Corporate Finance, Finance, Investment Management, Strategy, Mutual Funds
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Finance, Management
University of Oklahoma - Price College of Business 1999 — 2004
BBA, Finance
Calvert Investments September 2015 - Present
Calvert Investments July 2015 - August 2015
Cohen & Steers February 2006 - April 2015
Neuberger Berman January 2003 - June 2004
Neuberger Berman June 2001 - December 2002
marchFIRST (formerly USWeb/CKS) April 2000 - May 2001
Accenture (formerly Andersen Consulting) December 1996 - March 2000
Skills
Business Process..., Portfolio Management, Project Management, Integration, Change Management, Team Management, Vendor Management, Budget, Financial Services, Equities, Fixed Income, Software Development..., SDLC, Business Requirements, Testing, Enterprise Content..., Market Data, Data Reconciliation, Trading Systems, Portfolio Accounting..., Asset Management, Business Analysis, Program Management, Cross Functional Team..., Contract Negotiation, Resource Management, Auditing, Markit EDM, JIRA, Reporting, Performance Attribution, Software Development, Budgets, Data Governance, Budgeting
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration
Costa Rican Language Academy 2005 — 2005
Brighton Jones January 2015 - Present
Neuberger Berman October 2012 - August 2014
Bank of America Merrill Lynch October 2008 - August 2012
Merrill Lynch July 2007 - September 2008
Deutsche Bank, AG, London March 2006 - March 2007
Education
University of California, Los Angeles 2002 — 2005
Bachelor of Arts (B.A.), Political Science (Political Theory Concentration)
Whalerock Industries June 2015 - Present
memBrain January 2015 - April 2015
Deloitte Consulting August 2013 - May 2014
Deloitte Consulting August 2011 - August 2013
Decaydance Records June 2010 - August 2010
Finsbury February 2010 - May 2010
Morgans Hotel Group June 2009 - July 2009
Neuberger Berman June 2008 - July 2008
Skills
Management Consulting, Financial Modeling, Valuation, Social Media, Microsoft Excel, Project Management, Entertainment, New Business Development, Go-to-market Strategy, Competitive Analysis, Strategy
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Washington University in St. Louis 2007 — 2011
BSBA, Finance and International Business
CEB April 2015 - Present
GoHealth October 2014 - February 2015
Neuberger Berman June 2012 - August 2012
Trinity College August 2011 - May 2012
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (BA)
Neuberger Berman April 2012 - Present
Neuberger Berman October 2011 - April 2012
CBOE July 2011 - August 2011
Sigma Phi Epsilon Fraternity December 2009 - November 2010
Morgan Stanley Smith Barney August 2010 - September 2010
Glendon Bar and Kitchen May 2010 - August 2010
The Everest Group January 2010 - May 2010
Skills
Series 7, Series 66
Education
University of Dayton 2007 — 2011
BA, Finance and Entrepreneurship
Loyola Academy 2004 — 2007
Neuberger Berman July 2015 - Present
Markit April 2015 - July 2015
Jackson Hewitt Tax Service Inc. January 2015 - April 2015
XSELL Technologies October 2013 - September 2014
All American Flooring November 2011 - June 2013
DK foot and Casual September 2010 - September 2011
Skills
Accounts Receivable, Accounts Payable, Accounting, Account Reconciliation, PowerPoint, QuickBooks, Retail, General Ledger, Journal Entries, Cash Management, Financial Reporting, Financial Analysis, Microsoft Word, KYC, Pivot Tables, Tax Preparation, Field Installation, Accruals, Mas 90, Access, Finance, Financial Modeling, PeopleSoft, Financial Statements, Data Entry, Financial Accounting, Income Tax, Auditing, Invoicing, Analysis, Tax
Education
The University of Texas at Dallas 2011 — 2014
Accounting
Neuberger Berman May 2011 - Present
Neuberger Berman September 2008 - May 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - August 2007
Skills
Financial Services, Commodity, Hedge Funds, Alternative Investments, Quantitative Analytics, Asset Allocation, Asset Managment, Investments, Investor Relations, Asset Management
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Finance, Entrepreneurship
2015 Level II Candidate in the CFA Program
Fasciano Associates, LLC 2008 - Present
Neuberger Berman 2001 - 2008
Fasciano Company, Inc. 1986 - 2001
Education
The University of Chicago Booth School of Business 2012 — 2016
Master of Business Administration (MBA), Accounting ▪ Analytic Finance
University of Wisconsin-Milwaukee 1980 — 1983
Master of Business Administration (MBA), Finance
University of Wisconsin-Parkside 1975 — 1978
Bachelor of Science (BS), Business Administration
Neuberger Berman April 2015 - Present
Fiduciary Investment Advisors, LLC November 2014 - March 2015
Fiduciary Investment Advisors, LLC June 2013 - October 2014
Fiduciary Investment Advisors, LLC January 2013 - May 2013
Westfield Capital Management, LP June 2012 - August 2012
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.)
Belmont Hill School 2003 — 2009
High School Diploma (Grades 7-12)
Kaplan Test Prep and Admissions October 2010 - Present
Central Park Ice Hockey October 2011 - Present
Hakker Short Film Festival January 2009 - Present
RBC Capital Markets July 2004 - January 2011
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) August 2003 - June 2004
Tefen September 2002 - May 2003
Demos Solutions June 2000 - September 2002
ELANA September 1998 - September 1999
Neuberger Berman August 1991 - June 1998
Evaluation Associates January 1990 - August 1990
Skills
Statistics, Tutoring, Test Preparation, Nonprofits, GMAT, Teaching, Motivation, Ice Hockey, Coaching, Film Festivals, Short Films, Film Production, Film Editing, Independent Film, Hedge Funds, Due Diligence, Portfolio Management, Project Management, Business Process..., Strategic Consulting, Management Consulting, Fixed Income Portfolio..., Fixed Income Analysis, Credit Analysis, Risk Management, Fixed Income, Valuation, Financial Modeling, Corporate Finance, Analytics, Financial Analysis, Management, Emerging Markets, Analysis
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Finance and Economics
The University of Connecticut 1986 — 1991
Bachelor of Arts (B.A.), Economics
Deutsche Bank November 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
RBC Capital Markets 2011 - 2012
Morgan Stanley 2007 - 2011
Neuberger Berman 2004 - 2007
Davis Selected Advisors, LLP 2000 - 2003
Skills
Market Risk, Risk Management, Fixed Income, Financial Risk, Valuation, Trading, Project Management, Project Implementation, Regulatory Capital, Portfolio Management, Derivatives, Equities, Finance, Market Data
Education
University of Arizona, Eller College of Management 1996 — 2000
Bachelor of Science (BS), Business/Managerial Economics; Finance, 3.8
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group June 2013 - August 2013
Neuberger Berman May 2009 - July 2012
Lehman Brothers July 2008 - April 2009
AT&T May 2006 - August 2006
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Bloomberg, Financial Analysis, Investment Banking, Corporate Finance, Investments, Capital Markets, Venture Capital, Alternative Investments, Equities
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Concentrations in Economics, Entrepreneurship, and General Management
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Business Honors and Finance
The University of Edinburgh 2005 — 2005
Summer Study Abroad - Business Law and Law of the European Union
Tuck School of Business at Dartmouth College August 2014 - Present
Barclays Capital May 2011 - July 2014
Neuberger Berman September 2009 - May 2011
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Dartmouth College 2005 — 2009
Bachelor's degree, Political Science and Government
The Hackley School
T. Rowe Price December 2014 - Present
T. Rowe Price July 2008 - Present
Neuberger Berman 2004 - 2008
Merrill Lynch 2002 - 2004
Skills
Financial Modeling, Equity Valuation, Equity Research, Equities, Valuation, Asset Management, Investments, Portfolio Management, Investment Management, Corporate Finance, Financial Analysis, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Finance
The University of Georgia 1994 — 1998
BBA, Finance
Neuberger Berman April 2013 - Present
Tyco International December 2011 - February 2014
Western Digital June 2011 - January 2012
Nuveen Investments September 2009 - June 2011
FAF Advisors November 2007 - September 2009
Skills
Microsoft SQL Server, Web Services, SQL, Java, C#, Software Development, T-SQL, Agile Methodologies, .NET, Visual Studio, Databases, Database Design, SSRS, ASP.NET, SSIS
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
Master of Business Administration
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Science, Computer Science
Neuberger Berman May 2012 - Present
Merrill Lynch (Bank of America) June 2004 - April 2012
FNB of Florida May 2002 - May 2004
Fisher Investments July 2000 - May 2002
Neuberger Berman June 1998 - July 2000
SunTrust/Trusco Capital Management April 1991 - May 1998
Skills
Trust Services, Series 7, Wealth Management, Series 63, Insurance Planning, Investment Advisory, IRA's, Financial Planning, Estate Planning, Asset Management, Investments, Retirement Planning, Investment Strategies, Investment Management, Alternative Investments, Mutual Funds, Asset Allocation
Education
The University of Georgia 1986 — 1990
BBA, Finance
Neuberger Berman Management LLC February 2009 - Present
Alliance for the Arts June 2009 - September 2009
Neuberger Berman November 2006 - February 2009
Alpine Capital Bank January 2005 - November 2006
Citibank N May 2003 - November 2004
Skills
Mutual Funds, Investment Products, Investments, Wealth, Finance, Analysis
Education
University of Delaware
Bachelor of Science, Business AdministrationFinance
N-3 Technologies, Inc. March 2015 - Present
N-3 Technologies May 2013 - March 2015
Neuberger Berman October 2010 - April 2013
Neuberger Berman November 2008 - September 2010
Neuberger Berman March 2007 - November 2008
Neuberger Berman May 2006 - August 2006
Skills
Business Strategy, Business Development, Software Project..., Project Management, Agile Methodologies, Agile Project Management, New Business..., New Business Development, IT Procurement, IT Solutions, Wealth Management, Fixed Income, Investments, Bloomberg, Strategy, Asset Management, Capital Markets, Mutual Funds, Equities, Investment Strategies, Asset Allocation, Financial Analysis, Finance, Equity Research, Securities, Investment Advisory, Investment Management, Portfolio Management, Series 7
Education
University of Maryland College Park 2001 — 2006
B.A., Economics
University of Maryland College Park 2001 — 2006
B.S., Finance
The London School of Economics and Political Science (LSE) 2003 — 2003
Economics of European Integration
Holton Arms
BeyondTrust December 2014 - Present
Eastlink July 2014 - November 2014
SNL Financial May 2013 - July 2014
NTT Data Corporation October 2011 - May 2013
Neuberger Berman October 2011 - May 2013
Lixar IT 2011 - October 2011
Fifth Third Bank 2009 - 2011
Skipjack Financial Services 2008 - 2011
Morgan Stanley 2005 - 2008
Keane 2005 - 2008
Skills
C#, VB.NET, ASP.NET, ASP.NET AJAX, WCF, WPF, AJAX, Silverlight, SQL Server, JavaScript, HTML5, HTML, Perl, Flex, Visual Basic, Flash, VBA, ASP, ADO.NET, Oracle, COBOL, Java, Sybase, Access, Crystal Reports, Business Objects, TFS, NUnit, Perforce, WiX, InstallShield, MSI, DCOM, ActiveX, GDI+, SQL, DAO, MFC, COM, Illustrator, FxCop, .NET Remoting, MSMQ, Websphere, SVN, Bamboo, JIRA, MS Project, HTML 5, Start-ups
Education
Saint Mary's University 2007 — 2008
Masters Certificate, Project Management
The University of Calgary 2003 — 2004
C++ Software Developer Certificate
University of New Brunswick 1997 — 1999
Computer Science
Neuberger Berman November 2010 - September 2013
Neuberger Berman (formerly Lehman Brothers) January 2008 - November 2011
Bank of America August 2006 - December 2007
American International Group October 2005 - December 2005
Moody's Analytics December 2002 - March 2005
Moody's Analytics (formerly Mood's KMV) November 2000 - November 2002
Department of Defense 1999 - 2000
Education
University of California, Berkeley, Haas School of Business 2005 — 2006
MS, Financial Engineering
University of California, Berkeley 1995 — 1999
BA, Economics
Neuberger Berman July 2014 - Present
Ashland Partners May 2013 - May 2014
NYSSA November 2012 - May 2013
Rockefeller & Co., Inc. July 2006 - April 2010
Rockefeller & Co., Inc. April 2000 - July 2006
Watson Wyatt Worldwide June 1997 - March 2000
Skills
Bloomberg, Factset, Northfield, Barra, SNL, Microsoft Excel, Microsoft Word, Microsoft Access, Equities, Asset Allocation, Valuation, Portfolio Management, Financial Services, Financial Markets, Financial Risk
Education
Union College
BS, Math
Neuberger Berman June 2005 - Present
John A. Levin & Co. October 1998 - June 2005
Merrill Lynch November 1992 - August 1998
Skills
Equities, Series 7, Alternative Investments, Portfolio Management, Asset Management, Mutual Funds, Investments, Series 63, Securities, Wealth Management, Asset Allocation
Education
University of Southern California 1981 — 1983
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Economics
RobecoSAM January 2010 - Present
Credit Suisse November 2005 - 2009
AIG Global Investment Group April 2000 - November 2005
Neuberger Berman June 1994 - April 2000
SEI 1987 - 1989
Skills
Direct Sales, Sales Management, Sales Process, Alternative Investments, Hedge Funds, Asset Managment, Private Equity, Fixed Income, Investments, Equities, Investment Strategies, Portfolio Management, Emerging Markets, Asset Allocation, Investor Relations, Mutual Funds, Investment Management, Series 7
Education
Union College 1975 — 1979
BS, Computer Science; Math
Stones Gambling Hall July 2014 - Present
Monarch Group January 2006 - Present
Neuberger Berman February 2005 - January 2006
Deutsche Bank January 2001 - February 2005
Sanford C. Bernstein April 1999 - January 2001
Skills
Asset Managment, Alternative Investments, Hedge Funds, Capital Markets, Equities, Strategic Financial..., Wealth Management..., Financial Advisory, Strategic Planning, Corporate Finance, Portfolio Management, Asset Allocation, Investment Advisory, Private Equity, Investments, Fixed Income, Finance, Real Estate
Education
University of Arizona 1994 — 1997
Bachelor of Science in Business Administration, Finance
Oliver Wyman January 2015 - Present
Oliver Wyman December 2014 - January 2015
OC&C Strategy Consultants August 2012 - December 2014
Australian Trade Commission March 2011 - June 2012
FIBA Technologies, Inc. January 2012 - May 2012
Neuberger Berman June 2011 - August 2011
Wellington Capital April 2011 - June 2011
Neuberger Berman June 2010 - August 2010
Tufts University August 2009 - May 2010
Freeman Entertainment 2005 - 2008
Skills
Microsoft Office, Blogging, Stata, Wordpress, Research, Keynote, Data Analysis, Business Strategy, Due Diligence, Analysis, PowerPoint, Microsoft Word, Leadership, WordPress, Microsoft Excel, Entrepreneurship, Market Research, Strategy, Marketing
Education
Tufts University 2008 — 2012
Bachelors of Science, Quantitative Economics, Magna Cum Laude, Highest Thesis Honors, Dean's List
Plano East Senior High School 2004 — 2008
International Baccalaureate Diploma, 4.0
Frankford Middle School 2001 — 2004
ZRC Wealth Management, LLC July 2014 - Present
Cancer Support Community San Francisco Bay Area February 2011 - Present
Financial Planning Association of the East Bay December 2010 - Present
Chairs 4 Charity January 2009 - Present
Just Plans January 2010 - May 2015
Elevation Wealth Management November 2011 - March 2015
Charles Schwab February 2004 - January 2010
AXA Rosenberg October 1999 - January 2004
Neuberger Berman May 1997 - January 1999
Franklin Templeton Investments July 1995 - April 1997
Skills
Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Investments, Retirement, Investment Advisory, Personal Finance, Investment Policy, Due Diligence, Investment Strategies, Portfolio Management, Asset Management, Financial Planning, Retirement Income...
Education
UC Berkeley Extension 2002 — 2004
Certificate, Personal Financial Planning
University of California, Santa Barbara 1991 — 1995
BA, Business Economics, Concentration in Accounting
Campolindo High School 1987 — 1991
Diploma
Highland's Parent
Neuberger Berman October 2014 - November 2014
Citi August 2012 - June 2014
Citi May 2011 - August 2011
Metalúrgica Royal December 2008 - December 2010
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Intercambio Universitario
Universidad de 'San Andrés' 2008 — 2011
Lic. en Administración de Empresas, Magna Cum Laude
Villa Devoto School 1992 — 2007
International Baccalaureate, Economics
Neuberger Berman August 2011 - Present
Morgan Stanley October 2010 - August 2011
GlobalOne June 2010 - August 2010
Martha Stewart Living Omnimedia November 2009 - March 2010
Bank of America / Willis HRH July 2005 - August 2009
Staten Island Bank/Columbia Home Loans January 2000 - June 2005
Skills
Salesforce.com, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, CRM, Microsoft Publisher, Event Management, InDesign, Visio, Marketing
Education
Thomas Edison State College 2009 — 2011
Neuberger Berman December 2013 - Present
Cutwater Asset Management February 2012 - September 2013
UBP Asset Management 2009 - 2011
Fortress Investment Group 2007 - 2008
Credit Suisse 2004 - 2005
DIR Consulting, Inc. 2001 - 2004
Cisco Systems 1999 - 2001
Data General 1997 - 1999
Skills
Risk Management, Quantitative Analysis, Hedge Funds, Fund Of Funds, Python, SQL, Portfolio Management, Financial Risk, Quantitative Investing, Bloomberg, Fixed Income, Performance Attribution, Asset Allocation, Bonds, Structured Products, MBS, Global Macro, Monte Carlo Simulation, Market Risk, VAR, Quantitative Analytics, Derivatives, C#, .NET, IronPython, Microsoft SQL Server, SQLite, ORM Tools, Multithreaded..., Cygwin, Bash, Finance, Alternative Investments, Quantitative Finance, Equities, Asset Management, Mutual Funds, Investment Strategies, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2006
MS
Brandeis University
BA.
Bloomberg LP 2015 - Present
Bloomberg LP August 2013 - May 2015
Royal Bank of Scotland June 2012 - August 2012
Neuberger Berman June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Bloomberg Terminal, Italian languages, Hedge Funds, Customer Service
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.) with Honors, Psychology
BlackRock May 2013 - December 2014
JPMorgan Chase January 2013 - April 2013
UBS Wealth Management March 2009 - August 2011
Neuberger Berman June 2006 - March 2009
Skills
Asset Managment, Trading, Fixed Income, Investments, Portfolio Management, Hedge Funds, Asset Management, Equities, Bloomberg, Business Development, Derivatives, Alternative Investments, Analysis, Mutual Funds
Education
SUNY at Buffalo 1996 — 2001
Bachelor of Arts (B.A.), Economics
Neuberger Berman February 2009 - Present
lehman brothers asset mngt June 2007 - March 2009
GEAM March 2000 - June 2007
HSBC Securities June 1992 - February 2000
Credit Lyonnais February 1990 - June 1992
Skills
Fixed Income, Derivatives, Trading, Options, Bonds, Portfolio Management, FX Options, Investment Banking, Emerging Markets, Swaps, Securities, Series 7
Education
The University of Connecticut 2002 — 2006
BS, Economics
Neuberger Berman February 2012 - Present
Pioneer Investments 2005 - February 2012
Pfizer 1997 - 2005
Morgan Stanley Smith Barney 1992 - 1994
Education
United States Air Force Academy
Neuberger Berman February 2003 - Present
Rochdale Investment Management March 1997 - February 2003
Skills
Hedge Funds, Equities, Asset Allocation, Alternative Investments, Equity Research, Mutual Funds, Fixed Income, Series 7, Asset Management, Wealth Management, Financial Advisory, Portfolio Management, Investment Advisory, Investment Management, Investment Strategies
Education
Thunderbird School of Global Management 1995 — 1996
MBA, Finance
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (B.B.A.), International Marketing
7Sisters LLC September 2013 - Present
TAG Access Partners/The Alberleen Group November 2012 - September 2013
Dara Capital US, Inc. September 2011 - September 2012
Marwood Group May 2011 - August 2012
Amphion Innovations plc December 2009 - January 2010
Neuberger Berman December 2004 - April 2009
Wainwright Investment Counsel 1999 - 2004
HC Wainwright & Co., Inc. 1997 - 1998
Skills
Private Equity, Investments, Mutual Funds, Wealth Management, Hedge Funds, Financial Services, Investment Strategies, Business Strategy, Entrepreneurship, Start-ups, Business Planning, Funding, Strategic Partnerships, Corporate Development, Finance, Investment Management, Strategy, Executive Management, Wealth Management..., Fund Of Funds, Management, Asset Allocation, Investment Advisory, Alternative Investments, Asset Management
Education
The Masters School
The Masters School
University of Arizona
BA, Creative Writing
the
DerivaSYS Financial Consulting, LLC April 2014 - Present
Neuberger Berman April 2014 - February 2015
State Street May 2012 - December 2013
State Street May 2011 - June 2012
SEI Investments March 2011 - May 2011
DerivaSYS LLC October 2004 - December 2007
Investors Bank & Trust Company 1987 - October 2004
Investors Bank & Trust 1982 - 1987
Skills
Fixed Income, Derivatives, Equities, Financial Services, Securities, Trading, Hedge Funds, Business Process, Corporate Actions, Middle Office, FX Options, Trading Systems, Fund Accounting, Back Office, Portfolio Management, Financial Risk, Swaps, Options, Mutual Funds, Finance, Alternative Investments, FX Contracts
Education
Tufts University
Bachelor's Degree, Economics
Neuberger Berman March 2015 - Present
NYU Langone Medical Center December 2013 - March 2014
Visiting Nurse Service of New York 2004 - 2005
Lifespire January 2001 - December 2003
Lifespire June 1997 - December 2000
Skills
Animal Work, Vocational..., Animal Welfare, Social Services, Community Outreach, Research, Animals, Clerical Skills, Microsoft Word, OnBase, Organization, Highly detail oriented, Collating, Fax, Microsoft Excel, Assistants, NYCWAYS online database, STAR, Non-profit...
Education
SUNY Albany
Bachelor of Arts (B.A.), Psychology
Bank of America September 2006 - Present
Fidelity Investments September 2004 - September 2006
Neuberger Berman August 2002 - September 2004
Fidelity Investments September 1998 - May 2002
Prudential Securities August 1997 - September 1998
Skills
Asset Management, Investments, Institutional, Fixed Income, Wealth Management, Financial Advisory, Series 7, Equities, Asset Managment, Investment Management, Mutual Funds, Banking, Finance, Capital Markets, Financial Services, High Net Worth..., Portfolio Management, Asset Allocation, Private Banking, Financial Markets, Bonds, Series 63, Estate Planning, Fixed Annuities, Insurance
Education
University of Southern California - Marshall School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 1993 — 1997
Bachelor of Arts (B.A.), Business Economics
Neuberger Berman August 2008 - Present
Lehman Brothers Asset Management June 2007 - August 2007
Geneva Trading USA September 2004 - August 2006
Accenture September 2003 - September 2004
Accenture July 2001 - September 2003
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Concentrations in Finance, Analytic Finance, Econometrics & Statistics, Economics
University of Wisconsin-Madison 1996 — 2001
BS, Industrial Engineering, Major: Industrial Engineering; Minor: Business
Neuberger Berman June 2013 - November 2013
BNY Mellon: Pershing September 2006 - September 2012
First Manhattan Co. May 2005 - May 2006
Gladwyn Catalyst February 2002 - May 2005
I B E S Inc November 1998 - July 2001
Skills
Financial Services, Equities, Microsoft Office, Financial Analysis, Investments, Finance, PowerPoint, Accounting, Social Media, Customer Service
Education
Touro College 1996 — 1998
Associate’s Degree, Accounting and Business Administration
J.P.Morgan , J.P.Morgan Securities August 2010 - Present
Neuberger Berman 2007 - August 2010
Stone & Youngberg LLC. Chicago IL 2006 - 2007
JPMorgan 2003 - 2006
Morgan Stanley 1986 - 2003
Skills
Portfolio Management, Investments, Fixed Income, Investment Strategies, Investment Management, Trading, Entrepreneurship, Nonprofits, Management, Institutional..., Series 7, Alternative Investments, Asset Management, High Net Worth..., Asset Allocation
Education
The Hun School of Princeton
UCLA
Bachelor of Science
Neuberger Berman January 2015 - Present
Orchard Square Partners January 2013 - January 2015
Ramius Capital Group, a subsidiary of Cowen Group, Inc. September 2008 - January 2013
ARX Investment Mgmt 2002 - 2008
Salomon Smith Barney 1996 - 2001
Salomon Brothers 1992 - 1994
Skills
Hedge Funds, Equity Derivatives, High Yield, Mutual Funds, Alternative Investments, Due Diligence, Bonds, Leveraged Finance, Investment Strategies
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance & Accounting
University of Utah 1988 — 1992
Bachelor of Arts (BA)
University of Texas at Austin October 2009 - Present
TEKsystems January 2009 - July 2009
West Point Association of Graduates April 2007 - January 2009
United States Army War College April 2006 - April 2007
United States Air Force Academy Association of Graduates January 2004 - February 2006
Neuberger Berman November 1999 - February 2000
McKesson April 1998 - November 1999
Texas State Comptroller of Public Accounts October 1997 - April 1998
Deloitte Consulting November 1996 - February 1997
Catapult Systems January 1995 - November 1996
Education
The University of Texas at Austin - Red McCombs School of Business
BA, Management Information Systems
BNY Mellon Wealth Management 2009 - Present
Merrill Lynch 2008 - 2009
Neuberger Berman 2006 - 2008
Sterne Agee 2004 - 2006
Morgan Stanley 1999 - 2004
J. C. Bradford 1997 - 1999
Robinson Humphrey 1995 - 1997
First Union 1992 - 1995
Skills
Leadership, Business Development, Management, Wealth Management, Investments, Asset Management, Portfolio Management, Investment Management, Alternative Investments, Finance, Equities, Mutual Funds, Private Equity, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Fixed Income, Securities, Asset Allocation, Financial Services
Education
Augusta College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 1985 — 1986
Electrical and Electronics Engineering
Neuberger Berman September 2013 - Present
SquashDrive May 2011 - May 2013
RBC Wealth Management July 2012 - October 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Wealth Management, Mutual Funds, Morningstar, Salesforce.com, Python, Zephyr Style Advisor, HTML, Socially Responsible..., Cleantech, Sustainability
Education
University of California, Berkeley 2009 — 2012
Bachelor of Arts (B.A.), Environmental Economics & Policy
CFA Level III Candidate
Neuberger Berman July 2015 - Present
Neuberger Berman October 2013 - July 2015
Northwestern Mutual: NYC - Midtown June 2012 - October 2013
Skills
Recruiting, Public Speaking, Microsoft Office, Event Planning, Social Networking, Maintaining Strong..., Customer Service, Retail, Problem Solving, Sales, Microsoft Excel, Marketing, Social Media, Time Management
Education
The University of Connecticut
Bachelor of Arts (B.A.), Political Science
Florence University of the Arts
Neuberger Berman October 2013 - Present
Fidelity Investments October 2011 - September 2013
Mortgage Contracting Services November 2010 - October 2011
Skills
Financial Analysis, Accounting, Microsoft Excel, Asset Management, Analysis, Banking, Management, Bloomberg, Financial Reporting, Financial Accounting, Vendor Management, Internal Controls, Auditing, Forecasting, Financial Modeling, Process Improvement, Business Analysis, Financial Risk, Access, QuickBooks, Accounts Payable, Account Reconciliation, Corporate Finance, Project Management, Microsoft Word
Education
The University of Texas at Dallas 2006 — 2010
Bachelor Degree of Science, Finance
Neuberger Berman August 2014 - Present
MFS Investment Management July 2010 - July 2014
UBS September 2009 - December 2009
Bradley, Foster & Sargent, Inc. June 2009 - August 2009
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg
Education
Trinity College-Hartford 2006 — 2010
B.A., Economics
St. Paul's School for Boys 2000 — 2006
Bernstein Private Wealth Management June 2015 - Present
Neuberger Berman June 2014 - March 2015
UCLA Anderson School of Management February 2013 - September 2014
Sunshine Sachs February 2013 - April 2013
Go! Calendars, Games & Toys 2012 - 2013
Criminal Defense Law Offices of Lawrence Wolf June 2012 - August 2012
Skills
Courts, Event Planning, Research, PowerPoint, Sales, Social Networking, Customer Service
Education
UCLA 2011 — 2015
Bachelor of Arts (BA), Economics & Sociology
Universidad de Granada
Spanish Language; Economics; Culture
Credit Suisse June 2015 - August 2015
Neuberger Berman May 2014 - August 2014
RW Pressprich June 2013 - August 2013
Education
Tufts University 2012 — 2016
Economics
Friends Academy 2009 — 2012
Concur April 2015 - Present
Rocket Software March 2010 - April 2015
SunTrust Robinson Humphrey February 2007 - February 2009
Lehman Brothers February 2004 - February 2007
Neuberger Berman May 2002 - February 2004
Thomson Financial May 2001 - May 2002
Skills
Sales Operations, Equities, Series 7, CRM, Capital Markets, Sales, Start-ups, Salesforce.com, Sales Process, SaaS, Solution Selling, Strategic Partnerships, Professional Services, Software Industry, Lead Generation, Sales Enablement, Enterprise Software
Education
University of Denver 1997 — 2001
BSBA, Finance and Economics
Syosset High School 1993 — 1997
OppenheimerFunds March 2015 - Present
Virtus Investment Partners July 2013 - March 2015
Neuberger Berman February 2012 - July 2013
Morgan Stanley December 2011 - February 2012
WCDB Albanyy May 2008 - May 2011
Morgan Stanley July 2010 - August 2010
Skills
Mutual Funds, Alternative Investments, Capital Markets, Asset Management, Equities, Morningstar, Separately Managed..., Bloomberg, Microsoft Excel, CRM, Radio Broadcasting, Broadcast Television, UCITS
Education
State University of New York at Albany 2007 — 2011
B.S. Business Administration, Finance & Marketing, Cum Laude
Cold Spring Harbor High School
Neuberger Berman October 2013 - Present
Neuberger Berman Asia February 2011 - December 2013
Arden Asset Management May 2008 - March 2011
Accenture October 2005 - April 2008
Intel Corporation January 2004 - August 2004
Skills
Hedge Funds, Financial Modeling, Mutual Funds, Asset Management..., Investment Strategies, Investment Selection, Investment Advisory, Marketing Documents, Marketing Strategy, Event Planning, Client Presentation, Management Consulting, Alternative Investments, Investment Banking, Asset Management, Equities, Portfolio Management, Investments, Fixed Income, Due Diligence
Education
University of California, Berkeley 2001 — 2005
BS, IEOR
University of California, Berkeley
BS, Industrial Engineering and Operations Research
Neuberger Berman 2015 - Present
Goldman Sachs 2012 - 2014
Education
The University of Texas at Austin
Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor of Science (BS), Sport Management
Trammo, Inc. February 2008 - Present
Monday Properties September 2006 - February 2008
CBRE October 2000 - January 2005
Neuberger Berman March 1989 - June 2000
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, PowerPoint, Negotiation, English, Budgets, Gatekeeper, Due Diligence, Vendor Management, Household Management, Real Estate
Education
SUNY at Buffalo
Liberal Arts and Sciences/Liberal Studies
Mintz & Gold LLP September 2014 - Present
Routes Travel (Israel) August 2013 - July 2014
Hamerkaz December 2012 - July 2014
Neuberger Berman January 2011 - February 2012
Touro College October 2008 - December 2010
Klerer Financial Services January 2006 - January 2008
Skills
Microsoft Excel, Administrative..., Customer Service, PowerPoint, Fundraising, Microsoft Office, Management, Telephone Skills, Event Planning, Retail, Outlook, Social Networking, Microsoft Word, Social Media, Event Management, Filing, Public Speaking, Fax, Community Outreach
Education
Continuing Education Abroad- She'arim College for 2012 — 2013
Communications and Religious Study
University at Albany, SUNY 2003 — 2007
BA, Marketing and Management
J.P. Morgan April 2014 - Present
Neuberger Berman June 2012 - April 2014
Morgan Stanley June 2011 - March 2012
J.P. Morgan March 2011 - May 2011
CL King & Associates June 2010 - December 2010
University at Albany School of Business Investment Group September 2009 - December 2010
New York State Small Business Development Center September 2008 - December 2008
Skills
Fixed Income, Series 7, Financial Modeling, Mutual Funds, Financial Analysis, Series 63, Microsoft Excel, Bloomberg Terminal, Investments, Securities, Series 6, Credit Derivatives, Derivatives, Equity Derivatives, Interest Rate..., FX Derivatives, Exotic Derivatives, Trading, Trading Strategies
Education
State University of New York at Albany 2006 — 2010
Bachelors of Science, B.S. Business Administration Honors Financial Analyst Concentration, Economics
New rochelle high school 2002 — 2006
Morgan Stanley September 2015 - Present
Morgan Stanley August 2014 - Present
Financial Tracking Technologies, LLC September 2013 - July 2014
Bank of America 2007 - September 2013
Merrill Lynch 2000 - 2007
CheckFree Investment Services 1998 - 2000
Lynch and Mayer 1997 - 1998
Neuberger Berman 1995 - 1997
Skills
Portfolio Management, Relationship Management, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Rapid Prototyping, iRise, Wireframes, Vendor Relationships, Security APL, Quality Assurance, UAT coordination, Series 7, Black Belt, Experienced Business..., BRDs, Equities, Securities, Trading Systems
Education
University of Delaware 1991 — 1995
Bachelor of Arts (BA), Political Science and Government
Neuberger Berman August 2013 - Present
Atlas Systems March 2008 - August 2013
Gauri Enterprise November 2005 - December 2006
Skills
WCF, WPF, C#, ASP.NET, Microsoft SQL Server, JavaScript, .NET, MySQL, Web Services, Visual Studio, OOP, PHP, jQuery, Visual Basic, C++
Education
University of Bridgeport 2007 — 2009
Master, Computer Science
Jennison Associates LLC October 2014 - Present
Jennison Associates LLC June 2014 - October 2014
Neuberger Berman September 2011 - June 2013
DG Capital Management, LLC April 2011 - September 2011
Imperial Capital LLC July 2006 - February 2011
Skills
Hedge Funds, Equities, Account Reconciliation, Auditing, Financial Statements, Fixed Income, Fund Accounting, Series 7, Financial Accounting, Corporate Actions, Accounts Receivable, High Yield Bonds, Distressed Debt, Reorganisation, High Yield, Bloomberg Terminal, Portia, QuickBooks, Navision, Vlookup, MS Excel Pivot Tables
Education
University of California, Berkeley 2001 — 2005
B.A., Economics
University of Cambridge 2003 — 2003
Summer Study Abroad Program
YogaWorks 2013 — 2013
200 Hour Teacher Training Graduate
AIG March 2015 - Present
Neuberger Berman September 2014 - March 2015
BSQ Consulting, LLC January 2009 - March 2015
Ally Financial Inc. January 2012 - September 2014
TD Ameritrade August 2011 - October 2011
AIG April 2010 - August 2011
Manulife Financial March 2009 - January 2010
Interwoven September 2007 - January 2009
Bloomberg February 2000 - August 2007
Deutsche Bank February 1999 - February 2000
Skills
Market Data, Bloomberg, SDLC, Trading Systems, Financial Services, Electronic Trading, Business Analysis, Derivatives, PMP, Fixed Income, Integration, Requirements Gathering, Business Requirements, Risk Management, User Acceptance Testing, Project Management, Management
Education
State University of New York at Buffalo 1987 — 1992
Bachelor of Arts (B.A.), Social Science Interdisciplinary - Legal Studies
Samuel J. Tilden
Neuberger Berman July 2015 - Present
MetLife January 2015 - Present
Babyganics May 2014 - August 2014
Video Corporation of America June 2013 - August 2013
AMC Networks May 2012 - September 2012
Fuse TV May 2011 - August 2011
Skills
SPSS, Avid, Cinema 4D, Avid Media Composer, Avid Interplay Assist, C++, Java, Microsoft Excel, Red Hat Linux, Microsoft Servers, Windows, Visual Basic, Microsoft Office, Avid Symphony, Avid DS Nitris, ISIS, NetSuite, Lingo, Leadership, PowerPoint, Teamwork
Education
University at Buffalo 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Alumni
Neuberger Berman August 2006 - Present
Deutsche Bank October 2000 - May 2004
Donaldson, Lufkin & Jenrette July 2000 - October 2000
Education
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Austin 1996 — 2000
Bachelor of Business Administration (BBA), Business, Finance
First Foundation Advisors November 2009 - Present
Neuberger Berman June 2007 - September 2009
Washington Mutual January 2005 - January 2007
Skills
Spanish, Portuguese, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Marketing, Microsoft Word, Fundraising, Nonprofits, Sales, Leadership, Financial Analysis, Marketing Strategy, Social Media Marketing, Training, New Business Development, Financial Modeling, Advertising, Social Media
Education
University of Arizona 1999 — 2003
Neuberger Berman April 2013 - June 2015
Neuberger Berman March 2012 - April 2013
Bluewolf September 2011 - March 2012
Neuberger Berman June 2010 - August 2010
Skills
Strategic Planning, Analysis, Management, Sales, Portfolio Management, CRM, Project Management, Forecasting, Data Analysis
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor’s Degree, Marketing, Finance and Financial Management Services, GPA - 3.7
Watchung Hills Regional High School 2003 — 2007
General Studies
Neuberger Berman July 2012 - Present
Neuberger Berman May 2010 - July 2012
Neuberger Berman January 2008 - April 2010
Skills
Financial Modeling, Business Intelligence, Bloomberg, Financial Analysis, Private Equity, Valuation, Hedge Funds, Investments, Alternative Investments, Capital Markets, Asset Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2006 — 2007
MBA
The University of Texas at Dallas 2002 — 2006
BA, Psychology
Neuberger Berman January 2013 - Present
Neuberger Berman August 2010 - December 2013
AXA Equitable February 2009 - August 2010
AXA Equitable December 2007 - April 2009
Hudson Hotel March 2004 - March 2006
Soho House January 2003 - April 2005
AXA Advisors May 2002 - January 2003
Commonwealth Associates April 2001 - April 2002
Skills
Mutual Funds, Equities, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Finance, Trading, Risk Management, Retirement, Financial Advisory, Investment Strategies, Series 7, Series 63, Financial Services, Sales, Investments
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1999
BS, Marketing
Neuberger Berman October 2014 - Present
Neuberger Berman January 2013 - October 2014
Artio Global Investors (formerly Julius Baer) April 2012 - November 2012
Artio Global Investors (formerly Julius Baer) November 2010 - April 2012
Neuberger Berman March 2005 - November 2010
Skills
Portfolio Management, Equities, Client Service, RFP, Asset Managment, Investment Management, Investments, Mutual Funds, Fixed Income, Bloomberg, Asset Allocation, Securities, Financial Markets, Asset Management, Financial Analysis
Education
NYU Stern School of Business 2011 — 2014
Master of Business Administration
University of Kansas 1997 — 2002
Bachelor of Science (B.S.), Business Administration and Management
University of Wollongong 1999 — 1999
Student Exchange Program (Fall Semester)
Oppenheimer & Co. Inc. October 2010 - Present
Bernstein Global Wealth Management September 2005 - August 2010
Atlantic Trust April 2004 - August 2005
Mellon October 2002 - March 2004
Neuberger Berman January 1991 - September 2002
Skills
Investments, Insurance, Asset Allocation, Wealth Management..., Securities, Retirement Plan..., Relationship Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1997
MBA
University of Wisconsin-Madison
BA, Communication Arts
Wells Fargo Advisors, LLC September 2013 - Present
Deutsche Bank Alex. Brown October 2006 - September 2013
Neuberger Berman February 2003 - October 2006
Skills
Investments, Asset Allocation, Finance, Hedge Funds, Equities, Securities, Alternative Investments, Fixed Income, Capital Markets, Retirement, Bonds, Valuation, Private Equity, Equity Derivatives, Wealth Management, Wealth Management...
Education
University of Arizona 1991 — 1995
Neuberger Berman September 2008 - Present
Lehman Brothers January 2003 - September 2008
Neuberger Berman 2001 - 2003
Morgan Stanley Dean Witter December 1999 - January 2001
Skills
Trading Systems, Market Data, Visio, Fixed Income, Equities, Java, Asset, Trading System, SDLC, Risk Management, Requirements Analysis, Sybase, Electronic Trading, Business Analysis, Integration, Software Project..., Vendor Management, Hedge Funds, Financial Services, Derivatives, Low Latency, Prime Brokerage, Cadis, Charles River IMS
Education
University of Arizona
Neuberger Berman February 2012 - Present
Fred Alger Management June 2009 - January 2012
AllianceBernstein Investments 2002 - 2008
Skills
Series 7, Mutual Funds, Marketing, Investment Advisory, Alternative Investments, Series 63, Separately Managed..., Investments, Retirement, Hedge Funds, Sales, Wealth Management, Fixed Income, Asset Allocation, Asset Management, Equities
Education
Tufts University 1993 — 1997
BA, ECONOMICS
Neuberger Berman October 2001 - Present
Brinker International 1991 - 2001
Education
The University of Texas at Arlington 1986 — 1990
Neuberger Berman June 2012 - Present
King Street Capital Management June 2011 - June 2012
King Street Capital Management February 2009 - October 2011
Citadel Alternative Asset Management February 2008 - December 2008
Citco Fund Services (San Francisco) November 2003 - December 2007
Skills
Investor Relations, Hedge Funds, Alternative Investments, Valuation, Due Diligence, Fund Of Funds
Education
University of California, Berkeley 1999 — 2003
BA, Economics
Neuberger Berman February 2012 - Present
Neuberger Berman, LLC July 2003 - February 2012
Sanford C. Bernstein & Co., Inc. July 1994 - March 2001
Skills
Asset Managment, Fixed Income, Hedge Funds, Equities, Investment Management, Portfolio Management, Alternative Investments, Investments
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1989 — 1993
BA, History
Neuberger Berman July 2006 - Present
Deutsche Bank September 2005 - July 2006
Fischer Francis Trees & Watts September 2003 - September 2005
Skills
Fixed Income, Equities, Asset Management, Mutual Funds, Portfolio Management, Investments, Capital Markets, Bloomberg, Asset Allocation, Securities, Wealth Management, Investment Management, Valuation, FactSet, Morningstar, Lipper, Liquidity Risk, Performance Attribution, Client Services, Institutional Relations, Client Relations, Reporting & Analysis, Investment Strategies, Alternative Investments, Risk Analysis, Risk Management, GIPS Compliance, Microsoft Excel, Report Writing, PowerPoint
Education
State University of New York at Albany 2001 — 2003
Bachelor's Degree, Finance, General
Halcyon Asset Mgmt November 2005 - Present
Neuberger Berman 2003 - 2005
Education
Tulane University 1993 — 1997
BA
Tulane University - A.B. Freeman School of Business 1993 — 1997
Leeb Group December 2012 - Present
Family Security Matters February 2008 - Present
Alyssa A. Lappen 2002 - Present
Terror Finance Blog November 2007 - February 2011
American Center for Democracy September 2005 - November 2008
Neuberger Berman August 1999 - November 2002
Institutional Investor May 1993 - August 1999
Working Woman June 1991 - May 1993
Corporate Finance 1991 - 1991
Forbes 1978 - 1991
Skills
Institutional Investors, Editing, Blogging, Copy Editing, Research, Public Speaking, Business Journalism, Journalism, Investigative Reporting, News Writing, Poet, Storytelling, Middle East, Literature, Editorial, Magazines, Publications, Institutional..., Freelance Writing, Non-fiction, Politics, Newspapers, Books, Creative Writing, Sharia, Publishing, Islamic Finance, AP Style, Proofreading, Ghostwriting, Breaking News, Speech Writing, New Media, Newsletters, Content Development, Online Journalism, Online Publishing, Fact-checking, Travel Writing, Content Management, Copywriting, Poetry
Education
Tulane University 1972 — 1974
B.A., Phi Beta Kappa, Magna Cum Laude, English Language and Literature/Letters
BNY Mellon Wealth Management January 2008 - Present
Bank of New York Mellon Wealth Management 2008 - Present
Neuberger Berman September 2004 - January 2008
Skills
Investments, Asset Allocation, Wealth Management, Alternative Investments, Equities, Fixed Income, Asset Management, Valuation, Hedge Funds, Portfolio Management, Asset Managment, Investment Management, Bloomberg, Securities, Mutual Funds
Education
The University of Texas School of Law
Neuberger Berman October 2014 - Present
MetLife July 2012 - September 2014
MetLife June 2011 - August 2011
U.S. Bank September 2006 - July 2010
Thrivent Financial May 2005 - September 2006
Northland Securities May 2004 - May 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytic Finance, Economics
University of Minnesota - Carlson School of Management 2001 — 2005
BSB, Finance, Monetary Economics
University of Amsterdam
Study Abroad
Neuberger Berman 2009 - Present
Lehman Brothers 2002 - May 2009
Education
University of Colorado Boulder 1983 — 1998
Ph.D., Computer Science
University of North Carolina at Chapel Hill 1982 — 1986
BA, English, Econonmics
UBS Investment Bank July 2015 - Present
UBS Investment Bank June 2014 - August 2014
Neuberger Berman January 2011 - July 2013
Neuberger Berman January 2008 - December 2010
Countrywide August 2007 - December 2007
Smith Barney May 2005 - July 2007
Skills
Financial Analysis, Financial Statement..., Private Equity, Alternative Investments, Financial Reporting, US GAAP, Investments, Accounting, Valuation, Finance, Analysis, Financial Modeling, Bloomberg, Venture Capital, Financial Statements, Leadership, Microsoft Office, Microsoft Excel, Corporate Finance
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Dallas 2012 — 2013
Master of Science, Finance
The University of Texas at Dallas 2003 — 2007
Bachelor of Science, Finance, Economics
Self-Employed January 2015 - Present
University of Washington, Michael G. Foster School of Business August 2013 - January 2014
Neuberger Berman August 2009 - March 2012
Neuberger Berman July 2008 - July 2009
Cantor Fitzgerald March 2004 - July 2006
European American Center for International Education January 2003 - July 2003
Skills
Investment Strategies, Valuation, Fixed Income, Risk Management, Investments, Trading, Mutual Funds, Financial Risk, Market Risk, Analysis, Equities, Market Research, Capital Markets, Bloomberg, Alternative Investments
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Analytic Finance & Economics
University of Michigan 1998 — 2002
BA, History of Art
Lahser High School
Lahser High School
Neuberger Berman September 2003 - Present
Marakon Associates 1999 - 2003
US Army 1992 - 1997
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Strategy and Finance
United States Military Academy 1988 — 1992
B.S., International Relations
Independent Executive Search 2008 - Present
Oppedisano & Company 1998 - 2008
Investment Strategies International 1996 - 1998
Furman Selz Capital Management 1993 - 1996
Investment Management Institute 1990 - 1994
Mitchell Hutchins 1987 - 1989
Neuberger Berman 1985 - 1987
Skills
Equities, Portfolio Management, Private Equity, Internet Recruiting, Fixed Income, Asset Allocation, Permanent Placement, Wealth Management..., Equity Derivatives, Investments, Hedge Funds, Trading, Applicant Tracking..., Financial Analysis, Finance, Risk Management, Asset Managment, Emerging Markets, Bonds, Series 63, Financial Markets, Private Banking, Technical Recruiting, Search, Strategic Financial..., Executive Search, Financial Risk, Corporate Finance, Investment Management, Executive Management, Wealth Management, Investment Banking, Options, Investor Relations, Human Resources, Alternative Investments, Mutual Funds, FX Options, College Recruiting, Securities, Sourcing, Investment Strategies, Banking, Valuation, Bloomberg, Recruiting, Commodity, Negotiation, Financial Advisory, Financial Services
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
State University of New York at Albany 1981 — 1985
BS, Business - Management Information Systems
BNY Mellon October 2012 - Present
Bridgewater Associates February 2010 - October 2012
Neuberger Berman January 2008 - February 2010
Lehman Brothers July 2004 - January 2008
Education
Trinity College-Hartford 1999 — 2003
BA, Classics
Neuberger Berman June 2009 - Present
Clay Finlay August 2006 - May 2009
Franklin Templeton Investments February 2004 - August 2006
Naylor Publications April 2003 - January 2004
Skills
Mutual Funds, Asset Management, Investments, Equities, Marketing
Education
University of Florida
BS, Decision Information Sciences
Neuberger Berman July 2013 - Present
Markit February 2012 - July 2013
Sogeti August 2008 - February 2012
Samsung Telecommunications America May 2008 - August 2008
Skills
Testing, Quality Assurance, Quality Center, Agile Methodologies, Scrum, Microsoft SQL Server, Windows Server, Oracle SQL, Software Quality..., User Acceptance Testing, Test Planning, SDLC, QTP, Test Automation, Requirements Gathering, Test Management, HP QTP
Education
The University of Texas at Dallas
BS
AIG September 2014 - Present
Neuberger Berman December 2013 - August 2014
Credit Suisse December 2012 - September 2013
Sapient Global Markets April 2012 - December 2012
MEAG-New York Corporation July 2007 - October 2011
UBS Investment Bank August 2006 - July 2007
UBS Investment Bank November 2004 - March 2006
John Hancock Advisers, LLC July 2000 - October 2004
Skills
Middle Office, Change Management, Fixed Income, Back Office, Process Improvement, Integration, Operational Efficiency, Bloomberg, Asset Management, Capital Markets, Business Analysis, Operations Management, Valuation, Securities, Derivatives, Settlement, Portfolio Management, Risk Management
Education
Boston University Graduate School of Management 2001 — 2003
Master, Business Administration; Finance
The University of Connecticut 1992 — 1996
BA, Speech Pathology
Holy Cross High School 1988 — 1992
Diploma
Neuberger Berman January 2011 - Present
Education
State University of New York at Albany 2004 — 2008
Bachelor of Science (BS), Accounting
Five Ten Capital June 2013 - Present
Neuberger Berman July 2010 - February 2013
Janus Capital Group September 2008 - July 2010
AXA Rosenberg 2002 - 2008
Schroders 1994 - 2002
United States Marine Corps August 1981 - February 1986
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Series 7, Private Equity, Institutional, Bonds, Series 63, Asset Managment, Investment Strategies, Fixed Income, Equities, Strategy, Leadership, Investment Management, Asset Allocation, Asset Management, Investments, Institutional..., Investor Relations, Mutual Funds, Equity Research, Emerging Markets, Bloomberg
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1987
MBA, Finance
Morgan Stanley September 2013 - Present
Credit Suisse September 2008 - September 2013
Lehman Brothers February 2004 - September 2008
Neuberger Berman 2001 - 2004
Oscar Capital Management 2001 - 2001
Telseon Networks 2000 - 2001
Star Telecommunications 1997 - 2000
Select Staffing 1996 - 1997
Skills
Fixed Income, Financial Modeling, Hedge Funds, Valuation, Equities, Capital Markets, Private Equity, Asset Managment, Alternative Investments, Portfolio Management, Corporate Finance, Investment Banking, Financial Analysis
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Westmont College 1992 — 1996
BA, Economics and Business
Alcon, a Novartis company November 2011 - Present
Neuberger Berman August 2005 - November 2011
Lehman Brothers August 2005 - September 2008
Chandler Signs June 2003 - August 2005
Skills
SSIS, SDLC, XML, SSRS, ASP.NET, T-SQL, DB2, JavaScript, VB.NET, Business Intelligence, Microsoft SQL Server, SQL, SharePoint
Education
The University of Texas at Arlington 2000 — 2004
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2012 - Present
Pershing March 2011 - July 2012
Jefferies & Company April 2004 - February 2011
Neuberger Berman June 1998 - April 2004
Lehman Brothers 1998 - 2004
Charles Schwab 1996 - 1998
Skills
Hedge Funds, Prime Brokerage, New Business Development, Marketing, Clearing, Electronic Trading...
Education
The University of Akron
BSBA, Finance
Neuberger Berman July 1999 - May 2011
Skills
Alternative Investments, Mutual Funds, Equities
Education
Wagner College 2003 — 2005
MBA, Business Administration
University at Albany, SUNY 1995 — 1999
BS, Marketing and Management
Arlon Group July 2015 - Present
KPS Capital Partners November 2012 - June 2015
Neuberger Berman August 2010 - November 2012
Barclays Capital June 2008 - June 2010
Skills
Bloomberg, Equity Research, Hedge Funds, Equities, Investment Banking, Capital Markets, Derivatives, Valuation, Financial Modeling, Private Equity, Asset Managment, Corporate Finance, Fixed Income, Alternative Investments, LBO
Education
Tufts University 2004 — 2008
BA, Economics
Neuberger Berman September 2008 - Present
Lehman Brothers June 2006 - September 2008
Education
Towson University 2002 — 2006
BS, Finance
Neuberger Berman August 2004 - Present
Lehman Brothers July 2001 - July 2004
Education
The University of Chicago - Booth School of Business 2007 — 2011
MBA with Honors
Tulane University - A.B. Freeman School of Business 1997 — 2001
BSM, Magna Cum Laude
The Hotchkiss School
Ameriprise Financial Services, Inc. November 2012 - Present
Neuberger Berman July 2011 - February 2012
PineBridge Investments March 2010 - July 2011
AIG Global Investment Group March 2002 - May 2010
Criterion Investment Management (West LB) January 2000 - March 2002
American General Corporation May 1991 - January 2000
JJ Kenny February 1988 - May 1989
Dean Witter Reyolds February 1985 - February 1988
Crews and Associates May 1984 - February 1985
Education
Tulane University - A.B. Freeman School of Business 1989 — 1990
MBA, Finance and Intl. Business
University of Arkansas 1980 — 1984
BSBA, Finance
Solaris Group, LLC December 2003 - Present
Neuberger Berman June 2001 - November 2003
OFFITBANK July 1997 - June 2001
Eureka Capital Management September 1995 - March 1997
Loomis Sayles & Co. June 1985 - August 1995
Skills
Investments, Asset Allocation, Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Equities, Capital Markets, Strategic Planning, Private Equity, Fixed Income, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA
Trinity College-Hartford 1973 — 1977
BA
Bank of New York-Mellon May 2014 - Present
Citi September 2011 - May 2014
Neuberger Berman September 2008 - September 2011
Lehman Brothers July 2005 - September 2008
NY State - DEC June 2004 - July 2005
Skills
Quality Assurance, SDLC, Fixed Income, Equities, Investment Banking, User Acceptance Testing, Business Analysis, Risk Management, Capital Markets, Agile Methodologies, Requirements Analysis, Scrum, Sprints, Trading Systems, Prime Brokerage, Quality Center, Sybase, Banking, Unix, Business Process, Project Management, Software Quality...
Education
SUNY Albany 2004 — 2005
MS
University of Arkansas at Monticello
Neuberger Berman July 2013 - Present
TD Ameritrade November 2010 - July 2013
Edward Jones December 2009 - November 2010
Skills
Analysis, Finance, Accounting, Management, Microsoft Excel, Derivatives, Account Reconciliation, Internal Audit, Hedge Funds, Financial Analysis, Financial Services, Banking, Options, Data Analysis, Financial Reporting, Series 7, Series 63
Education
The University of Texas at Arlington 2005 — 2009
Bachelors of Business Administration, Finance
Neuberger Berman January 2014 - Present
Credit Suisse June 2005 - December 2013
J. Walter Thompson June 2002 - June 2005
Skills
Change Management, Talent Management, Compensation, Onboarding, Succession Planning
Education
The New School 2007 — 2010
Masters in Human Resources Management, Human Resources
University of Michigan 1998 — 2002
Bachelors of arts, Psychology
Lord, Abbett & Co. LLC April 2014 - Present
Neuberger Berman April 2012 - April 2014
AllianceBernstein February 2006 - February 2012
Stroock & Stroock & Lavan LLP August 1999 - February 2006
Skills
Mergers, Corporate Governance, Securities, Private Equity, Compliance, Investment Advisory, Operational Risk, Banking, Brokerage, Corporate Law, Joint Ventures, Corporate Finance, Asset Management, Securities Regulation, Legal Compliance
Education
University of California, Los Angeles - School of Law 1996 — 1999
J.D., Law
Trinity College-Hartford 1991 — 1995
B.A., History and Philosophy
IFM Investors February 2014 - Present
Neuberger Berman February 2005 - February 2014
Lehman Brothers 2005 - 2009
Citigroup December 2003 - February 2005
Deutsche Bank April 2000 - March 2003
Skills
Private Equity, Fund Of Funds, Funding, Investor Relations, Investments, Alternative Investments, Asset Management, Investment Banking, Mutual Funds, Capital Markets, Due Diligence, Equities, Financial Modeling, Valuation, Hedge Funds
Education
Towson University
BS, Sociology
Calamos Investments February 2015 - Present
Driehaus Capital Management 2010 - January 2015
American Century Investments 2006 - 2008
Neuberger Berman 2003 - 2006
American Century Investments 1998 - 2002
Education
The University of Chicago Booth School of Business 2002 — 2004
Master of Business Administration, Analytic Finance and Economics
University of Wisconsin-Madison 1995 — 1998
Bachelor of Business Administration, Finance Investments and Banking
Crow Holdings Capital Partners, L.L.C. January 2011 - Present
Crow Holdings April 2010 - January 2011
Neuberger Berman February 2009 - April 2010
Neuberger Berman September 2008 - April 2010
Lehman Brothers 2006 - 2008
National Construction Rentals May 2004 - March 2006
Skills
Active Directory, Disaster Recovery, Cloud Computing, Financial Analysis, Management, Microsoft Excel, Microsoft SQL Server, Network Administration, Networking, SQL, Security, SharePoint, System Administration, Unix, Windows Server
Education
The Master's College 1996 — 2000
BA
OppenheimerFunds February 2015 - Present
Neuberger Berman January 2014 - February 2015
Neuberger Berman August 2011 - December 2013
Bosse, LLC July 2009 - July 2011
Metropolitan Bank & Trust Company July 2008 - August 2008
Citigroup July 2007 - August 2007
Citigroup July 2006 - August 2006
Skills
Private Banking, Foreign Exchange, Financial Analysis, Portfolio Management, Investments, Asset Management, Financial Modeling, Fixed Income, Mutual Funds, Capital Markets, Finance, Hedge Funds, Equities, Alternative Investments
Education
Tufts University 2005 — 2009
B.A., Economics, Art History
Singapore American School 1998 — 2005
Middle/High School
2016 Level III Candidate in the CFA Program
Neuberger Berman July 2011 - Present
Waddell & Reed September 2009 - June 2011
Skills
Investments, Finance, Financial Analysis, Investment Management, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Series 7, Series 66
Education
University of Denver 2005 — 2009
BSBA, Finance, Sociology
Neuberger Berman 2013 - Present
AMG Funds 2012 - 2013
Janus Capital Group 2007 - 2011
Neuberger Berman 2006 - 2007
Skills
Series 7, Series 66
Education
University of California, Los Angeles
BA, Political Science and History
Neuberger Berman April 2014 - Present
Broadridge Financial Solutions April 2013 - November 2013
Capgemini April 2011 - March 2013
IBM Global Services November 1998 - February 2011
IBM Business Consulting 1997 - February 2011
IBM 1997 - February 2011
IBM Global Business Services 1997 - February 2011
IBM 1997 - 2007
Philip Morris USA 2005 - 2006
PricewaterhouseCoopers 1997 - 2002
Skills
Management Consulting, Business Transformation, IT Strategy, Business Process, Enterprise Architecture, Change Management, Business Intelligence, Business Analysis, ERP, Program Management, Business Process..., Outsourcing, Solution Architecture, PMP, Project Delivery, Data Warehousing, Business Process Design, Integration, SAP, Organizational Design, HR Consulting, Oracle HR, Personnel Management, Management, Human Resources, Talent Acquisition, HRIS, SDLC, SAP HR
Education
Univerity of Bridgeport 1992 — 1994
Master of Science (MS), Human Resources Development
University of Connecticut
BS, Manpower Management and Labor Relations
Neuberger Berman November 2010 - Present
Skills
Bloomberg, Financial Analysis, Management, Mutual Funds, Microsoft Excel, Social Media Marketing, Fund Accounting
Education
University of California, Davis 2001 — 2006
International Relations, Spanish
Morgan Stanley Smith Barney November 2004 - Present
Morgan Stanley Smith Barney November 2004 - Present
Citigroup Asset Management January 2001 - October 2004
Neuberger Berman January 2000 - December 2000
Neuberger Berman April 1996 - December 1999
Skills
Asset Allocation, Bloomberg, Capital Markets, ETFs, Investment Advisory, FINRA, Private Equity, Financial Services, Portfolio Management, Market Research, Derivatives, Bonds, Microsoft Excel, Investment Management
Education
University at Albany, SUNY 1990 — 1994
BS, Economics
Neuberger Berman December 2014 - Present
Harlemedia 2012 - 2014
BNY Mellon 2007 - 2009
Primedia, Inc. 2002 - 2007
Wes Anderson Production, Motion Pictures 2004 - 2006
Baron & Baron 2001 - 2002
Skills
QuarkXPress, Graphic Design, InDesign, Adobe Creative Suite, Art Direction, Magazines, Editorial, Photoshop, Television, Creative Direction, Advertising, Print Design, Branding & Identity, Logo Design, Graphics, Brochures, Posters
Education
Towson University
Bachelor of Science (B.S.), Graphic Design / Visual Communications
Lorenzo D’Medici University / Florence, Italy
Art History and Design
Grey Value Management, LLC. January 2010 - Present
Freedom Capital Partners, LLC January 2008 - January 2010
Albright Capital Management September 2004 - December 2007
Windward Capital, LP August 1999 - September 2004
Grey Value Holdings, LLC June 1998 - July 1999
Neuberger Berman June 1997 - May 1998
Morgan Stanley May 1996 - September 1996
Anderson Mori August 1992 - May 1994
Skills
Financial Analysis, Investment Analysis, Corporate and..., Excel, Word, Valuation, Equity Valuation, Due Diligence, Mutual Funds, Private Equity, Hedge Funds, Microsoft Excel, Business Planning, Equities, Derivatives, Finance, Microsoft Word, Portfolio Management, Risk Management, Securities Regulation, Corporate Finance, Investments, Asset Management, Analysis, Structured Finance, Commodity, Equity Research
Education
Columbia University Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), Investment and Securities Analysis
Tulane University School of Law 1990 — 1995
Doctor of Law (JD), Focus on Corporate and Securities Law
Institute of International and Comparative Law 1992 — 1992
Certificate Program, Japanese Law
The University of Texas at Austin 1985 — 1990
BA (Honors), Honors Program (English)
Streamline 2014 - Present
Neuberger Berman 1999 - 2013
Skills
Alternative Investments, Hedge Funds, Asset Management, Series 7, Mutual Funds, Investments, Series 63, Wealth Management
Education
University of California, Berkeley 1985 — 1989
University of San Francisco School of Law
J.D., Law
Rye Presbyterian Church January 2012 - Present
Clay Art Center February 2011 - October 2011
Cardinal Capital Management, L.L.C. 1995 - 1997
Neuberger Berman 1991 - 1993
OppenheimerFunds 1989 - 1991
First Boston Corporation 1987 - 1989
Goldman Sachs 1983 - 1985
Bell Laboratories 1982 - 1983
Skills
Mergers & Acquisitions, Equities, Finance, Mutual Funds, Management, Emerging Markets, Hedge Funds, Equity Research, Alternative Investments, Valuation, Portfolio Management, Team Management, Investment Management, Project Management
Education
The Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA), Finance
Columbia University 1979 — 1982
Bachelor of Applied Science (BASc), Chemical Engineering
University of Colorado at Boulder 1978 — 1979
Chemical Engineering
Neuberger Berman
Skills
Asset Managment, Equity Research, Financial Modeling, Equities, Hedge Funds, Equity Valuation, Bloomberg, Alternative Investments, Due Diligence, Fixed Income, Portfolio Management, Asset Allocation, Valuation, Investment Management, Investment Strategies
Education
United States Military Academy at West Point
University of Michigan - Stephen M. Ross School of Business
Silver Spur Capital January 2015 - May 2015
Ouroboros Asset Management, LLC (Start-Up Hedge Fund) May 2014 - January 2015
Neuberger Berman June 2012 - August 2012
Medical Knowledge Group June 2009 - June 2011
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Financial Modeling, Access, Budgets, Valuation, Data Analysis, Strategic Planning, Corporate Finance, Financial Accounting, Management, Social Media, Finance, Research, Leadership, Public Speaking, Derivatives Trading, Investment Strategies, Asset Management, Trading Systems, Investment Management
Education
University of Denver 2012 — 2014
Finance, Finance, General, N/A
Greenwich High School 2007 — 2011
Neuberger Berman May 2014 - Present
JPMorgan Chase July 2011 - May 2014
BNP Paribas June 2010 - August 2010
UBS AG June 2009 - August 2009
Franklin Templeton June 2008 - August 2008
Education
Tufts University 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of Oxford 2009 — 2010
Economics & Management
The Blackstone Group August 2013 - Present
Neuberger Berman March 2008 - July 2013
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2001
Bachelors, Finance and Economics
Neuberger Berman November 2013 - Present
Citi September 2011 - November 2013
Yavneh Academy September 2007 - June 2011
Education
Touro College 2007 — 2010
BS, Business Management & Administration: Accounting Concentration
Vanderbilt University April 2013 - Present
Fordham University 2011 - September 2012
Neuberger Berman June 2010 - August 2010
Education
Tulane University 2008 — 2012
Bachelor of Science (BS), Physics, Graduated
Neuberger Berman February 2001 - Present
Chase Fleming November 1999 - February 2001
Glickenhaus & Co. August 1993 - November 1999
Skills
Equity Trading, Trading, Bloomberg, Series 7, Series 63, Hedge Funds, Equities, Electronic Trading, Alternative Investments, Capital Markets, ETFs, Securities, Trading Systems, Fixed Income, FINRA, Options
Education
SUNY Albany 1987 — 1991
Bachelor of Science (BS), Economics
Mamaroneck High School 1983 — 1987
Neuberger Berman March 2015 - Present
CF Accountants and Consultants January 2014 - December 2014
Hudson Clean Energy Partners, L.P. June 2012 - August 2012
University of Texas at Dallas January 2012 - May 2012
Collin College June 2011 - August 2011
Cohen & Cohen, P.C., Dallas TX June 2008 - August 2009
Skills
Auditing, General Ledger, Accounts Payable, Account Reconciliation, Internal Audit, Finance, Invoicing, Budgets, Microsoft Excel, Financial Statements, Private Equity, Valuation, Accounting, Fund Accounting, Financial Analysis, External Audit, Cash Flow, Financial Audits, Internal Controls, Bank Reconciliation, Balance Sheet, PowerPoint, Microsoft Office
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (MS), Accounting
The University of Texas at Dallas 2009 — 2011
Bachelor of Science (BS), Accounting and Information Management
The University of Texas at Dallas 2009 — 2011
Bachelor of Science (BS), Finance