OpHedge Investment Services
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OpHedge Investment Services Employees
Pacific Gas and Electric Company January 2015 - Present
The Clorox Company October 2012 - January 2015
The Clorox Company March 2011 - October 2012
Restoration Hardware October 2009 - March 2011
Anchin, Block & Anchin LLP October 2008 - March 2009
OpHedge Investment Services November 2007 - October 2008
Geller & Company March 2007 - August 2007
Do Something June 2006 - August 2006
Skills
Account Reconciliation, Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Variance Analysis, Financial Statements, Auditing, Accruals, PowerPoint, Journal Entries, Outlook, Forecasting, Bloomberg, Microsoft Word, Financial Accounting, SAP, SAP ERP, Cost Accounting
Education
Fordham University 2003 — 2007
BACHELOR'S OF SCIENCE, ACCOUNTING
Hedge Fund January 2014 - Present
Heraeus Precious Metals July 2013 - October 2013
RWE Trading Americas November 2011 - March 2013
JP Morgan Ventures Energy (FKA Sempra Energy Trading) November 2008 - November 2011
OpHedge Investment Services June 2008 - October 2008
First Republic Group January 2007 - February 2008
Skills
Commodity Markets, Petroleum, Commodity, Trading, Energy, Options, Hedging, Energy Industry, Energy Markets, Swaps, Equities, Middle Office, Portfolio Management, Settlement, Structured Products, Trading Strategies, Investments, Back Office, Corporate Finance, Bloomberg, Trading Systems, FX Options, Hedge Funds
Education
Manhattanville College 2003 — 2007
BA, Finance & Music
Uber April 2015 - Present
Hong Kong SIM Card January 2014 - Present
HK Travel Blog August 2012 - Present
Better Chinatown USA May 2014 - April 2015
J.P. Morgan April 2013 - April 2014
Deutsche Bank May 2012 - September 2012
JPMorgan Chase & Co. March 2008 - June 2010
OpHedge Investment Services January 2007 - February 2008
Wells Fargo 2004 - 2005
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Financial Risk, Capital Markets, Private Equity, Asset Managment, Securities, Financial Analysis, Alternative Investments, Corporate Finance, Mandarin, VBA, Investments, Equity Research, Equity Derivatives, Options, Emerging Markets, Risk Management, Investment Banking, Portfolio Management, Commodity, Mergers, FX Options, Finance
Education
Hong Kong University of Science and Technology - School of Business and Management 2010 — 2012
MBA, Finance
University of Southern California - Marshall School of Business 2011 — 2011
Exchange Student, MBA
Cornell University 1999 — 2003
BS, Hotel and Business Management
The Chinese University of Hong Kong 2001 — 2002
Exchange student, Business Management
Stuyvesant High School 1995 — 1999
Self Employed 2011 - Present
OpHedge Investment Services September 2004 - December 2010
Design2Launch, LLC 2000 - 2004
Capital Books 2000 - 2001
Millburn Ridgefield Corporation 1993 - 2000
Education
Occidental College
Bachelor of Arts (B.A.), Comparative Literature
HSBC January 2013 - Present
PineBridge Investments March 2009 - August 2012
OpHedge Investment Services 2007 - 2009
JPMorgan Chase 2005 - 2006
JPMorgan Chase 2001 - 2005
Skills
Strategic Planning, Business Planning, Budget Process, Operating Budgets, Financial Forecasting, Cash Flow Forecasting, Revenue Forecasting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Process Improvement, Tactical Sales Planning, Sales Compensation Plans, Project Management, Program Management, Information Systems
Education
New York University 1994 — 1997
Master of Business Administration (M.B.A.), Finance, General, Honors
Rutgers University 1985 — 1989
Bachelor of Applied Science (BASc), Economics, High Honors
PURE Group of Insurance Companies February 2009 - Present
OpHedge Investment Services March 2007 - February 2009
Citigroup April 2004 - March 2007
Diversified Investment Advisors October 2002 - April 2004
Price Waterhouse Coopers January 1998 - October 2002
Shanghai Jiao Tong University January 1989 - August 1994
Skills
SQL, SDLC, Core Java, J2EE Application..., jQuery, JavaScript, JSON, JUnit, J2EE Web Services, XML, XSLT, HTML 5, Web Development, Oracle, MySQL, Microsoft SQL Server, SQLite, Websphere, Weblogic, Tomcat, JBoss Application Server, Axis2, Linux, Windows, Unix, Portals, Integration, OOAD, Spring, Hibernate, C/C++ STL, AJAX, WebSphere MQ, Struts, Web Services, Software Project..., RESTful WebServices, RESTful architecture, PL/SQL
Education
Shanghai Jiao Tong University 1986 — 1989
Master, Mechanical Engineering
Shanghai Jiao Tong University 1982 — 1986
Bachelor, Mechanical Engineering
Binghamton University 1997 — 1998
Master, Computer Science
State University of New York at Binghamton 1994 — 1998
Mechanical Engineering
Threadstone Advisors November 2011 - Present
Pioneer Alternative Investments October 2010 - November 2011
RogersCasey February 2009 - September 2010
OpHedge Investment Services June 2008 - January 2009
JPMorgan Chase 2006 - 2008
Skills
Hedge Funds, Alternative Investments, Investment Banking, Mergers, Commodity, Bloomberg, Fixed Income, Equities, Valuation, Private Equity, Capital Markets, Asset Managment, Equity Research, Portfolio Management, Investments, Mergers & Acquisitions, FINRA, Venture Capital, Mutual Funds, Asset Allocation, Derivatives, Asset Management, Fund Of Funds, Bloomberg Terminal
Education
New York University 2004 — 2008
B.S., Finance
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance
JPMorgan Chase January 2010 - Present
OpHedge Investment Services 2007 - 2008
Swedbank 1998 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
Pace University
Bachelor's degree, Business Administration and Management, General
Odeon Capital Group LLC October 2014 - Present
Guggenheim Securities June 2009 - October 2014
OpHedge Investment Services July 2007 - September 2008
Skills
Fixed Income, MBS, Interest Rate..., Bloomberg Terminal, ABS, Account Reconciliation, VBA, Repos, Futures, Structured Securities, Microsoft Excel, Series 7, Series 63, Hedge Funds, Derivatives, Trading, Investment Banking, Asset Management, Capital Markets, Bloomberg, Structured Products
Education
Pace University - Lubin School of Business 2003 — 2006
BBA, Finance, Minor Concentrations: Mathematics, Economics
Balyasny Asset Management L.P. September 2012 - Present
Citco Fund Services May 2010 - August 2012
OpHedge Investment Services May 2008 - April 2010
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Alternative Investments, Derivatives, Fund Accounting, Valuation, Securities, Asset Management, Financial Analysis, Mutual Funds, Corporate Actions, Fund Of Funds, Options
Education
Pace University - Lubin School of Business 2002 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
International Fund Services (NA) LLC, A State Street Company March 2015 - Present
Citi Hedge Fund Services, North America, Inc. September 2013 - March 2015
International Fund Services (IFS)- A State Street Company March 2013 - September 2013
Advise Technologies May 2012 - December 2012
Citco Fund Services (USA) Inc. 2010 - 2012
OpHedge Investment Services 2008 - 2010
Citco Fund Services (USA) Inc. 2000 - 2008
PricewaterhouseCoopers January 1998 - November 2000
BDO Seidman, LLP November 1996 - December 1997
Skills
Hedge Funds, Fund Accounting, Fixed Income, Fund Administration, Alternative Investments, Derivatives, Financial Accounting, Compilation Of..., Partner Accoutning, Investment Accounting, Month End Close, Net Asset Value (NAV), Equaties, Financial Analysis, Bloomberg, Equities, Accounting, Financial Services, Investment Management, Middle Office, Collateral Management, Fund Of Funds, Valuation, Asset Management, Capital Markets, Securities, Swaps, Emerging Markets, Options, MBS, Prime Brokerage, Corporate Actions, Bonds, FX Options, CDS, Financial Markets, Financial Reporting, Credit Derivatives, Asset Allocation, Mutual Funds
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
BS, Accounting
Jefferies & Company August 2009 - Present
OpHedge Investment Services May 2007 - February 2009
The Florida Bar May 2005 - December 2006
Skills
Fixed Income, Derivatives, Alternative Investments, Securities, Westlaw, ECF, LexisNexis, Closings
Education
Norwalk Community College 2015 — 2016
Certificate, Legal Assistant/Paralegal
Florida State University 2002 — 2005
BA, History
Taylor County High School 1995 — 1999
Trian Partners April 2015 - Present
Collective March 2014 - March 2015
Bloomberg January 2009 - December 2013
OpHedge Investment Services November 2006 - November 2008
Cablevision September 2005 - November 2006
Skills
SQL, Active Directory, Servers, VMware, Windows Server, Technical Support, Troubleshooting, Blackberry, Microsoft Exchange, Data Center, SharePoint, Hardware, Switches
Education
Queens College 2000 — 2004
B.S., Computer Science
Citco Fund Services August 2012 - Present
Citco Fund Services May 2010 - July 2012
OpHedge Investment Services June 2007 - May 2010
Education
Muhlenberg College 2003 — 2007
Economics
(USTA) United States Tennis Association May 2015 - August 2015
Conifer Financial Services April 2013 - September 2014
CACEIS Investor Services May 2009 - April 2013
Alvarez & Marsal November 2008 - April 2009
OpHedge Investment Services July 2006 - October 2008
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Rhetoric & Communication, Minor in English, August 2005
State Contracting Corp of NY August 2013 - March 2014
Carlo Lizza & Sons Paving, Inc. December 2010 - August 2013
Carlo Lizza & Sons Paving, Inc. July 2008 - December 2010
OpHedge Investment Services June 2006 - July 2008
Skills
ADP Payroll, QuickBooks, Microsoft Excel, Microsoft Office, Microsoft Word, NYSDOT EBO, AIA billing, Bookkeeping, Accounts Payable, Accounts Receivable, Office Management, Staff Management, Expense Reports, Job Costing, Bloomberg Terminal, Commercial Insurance, Project Management, Invoicing, Change Orders, Construction Management, OSHA Record Keeping, Employee Benefits, Audits of Employee..., Union Labor, Financial Accounting, Permit Applications, Surety Bonds, Unemployment Claims, Cash Flow Reporting, Purchasing, Workers' Compensation..., Bank Reconciliation, Business Overhead..., Cisco Technologies, Hedge Funds, Corporate Tax, Subcontracting, Staff Development, Construction Safety, Bid Preparation, Fleet Management, Inventory, Lines Of Credit, Job Estimating, Legal Issues, Sales & Use Tax, Train Staff, Fuel Cards, Spreadsheets, Department of...
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor's degree, Criminal Justice
New World Spirits December 2014 - Present
Vega Consulting 2014 - Present
Panache Beverage Inc November 2011 - April 2014
Rienzi & Sons November 2008 - November 2011
Phoenix Partners Group February 2006 - March 2008
OpHedge Investment Services June 2005 - January 2006
Goldman Sachs Asset Management November 2001 - June 2005
Goldman Sachs February 2000 - November 2001
Skills
Controllership /..., Fundraising Assistance..., Internal Controls, Corporate Tax Management, Forecasting, Management, Financial Modeling, Internal Audit, Financial Analysis, Outsourcing, Foreign Exchange, Budgets
Education
Fordham University Graduate School of Business 2002 — 2004
MBA, International Finance
Fordham University 1997 — 1999
B.S, International Marketing and Management
Clayton Holdings June 2012 - Present
Golf Dispute Resolution 2011 - Present
Various ADR organizations 1990 - Present
Levett Rockwood P.C. 2011 - 2012
OpHedge Investment Services May 2005 - December 2010
Zeldes, Needle & Cooper, P.C. September 1982 - April 2005
Skills
Corporate Law, Commercial Litigation, Arbitration, Mediation, Leadership, Start-ups, Dispute Resolution, Hedge Funds, Executive Management, Civil Litigation, Litigation, Corporate Governance, Legal Research, Product Liability, Estate Planning, Mergers & Acquisitions, Trials
Education
University of Virginia School of Law 1979 — 1982
J.D., Law
Haverford College 1974 — 1978
B.A., Political Science
Northern Trust Corporation March 2015 - Present
Northern Trust Corporation February 2014 - March 2015
New York University October 2012 - February 2014
Citco Fund Services May 2010 - October 2012
OpHedge Investment Services October 2006 - April 2010
Skills
Hedge Funds, Fixed Income, Swaps, Equities, Bloomberg, Derivatives, Reconciliation, Options, Excel, Microsoft Office, English, Collateral Management, Collateral, Algo, Aexeo, Markitwire, ISDA, GMRA, Investments, Microsoft Excel, Account Reconciliation, Alternative Investments, Financial Analysis, Asset Management, Bonds, Fund Administration, Securities
Education
Fordham University - Graduate School of Business Administration 2009 — 2010
Pre- MBA, Pre- MBA Courses
Manhattanville College 2002 — 2006
BA, Economics, International Studies
People's United Bank January 2012 - Present
Citizens Bank August 2010 - January 2012
OpHedge Investment Services May 2008 - August 2010
RBS Greenwich Capital 2006 - 2008
RBC Capital Markets November 2004 - September 2006
People's Bank December 1998 - October 2004
Skills
Operational Risk, Enterprise Risk..., Operational Risk..., Financial Risk, Risk Management, Derivatives, Fixed Income, Hedge Funds, AML, Capital Markets, Credit Risk, Securities, Banking, Equities, Financial Services, Investment Banking, Market Risk, Portfolio Management, Retail Banking, Asset Management, Basel II, Bonds, FX Options
Education
The University of Connecticut School of Law 2002 — 2005
JD and a Graduate Certificate in Tax, Law
University of Connecticut 1994 — 1999
BA, Coms, Pols
SS&C GlobeOp September 2013 - Present
Resources Global Professionals September 2010 - August 2013
OpHedge Investment Services April 2007 - April 2010
HSBC 2004 - 2007
Skills
Microsoft Excel, Financial Reporting, Hedge Funds, Mutual Funds, Fund Accounting, Fund Of Funds, Quarterly Reporting, Monthly Close, NAV, SEC Financial Reporting, Internal Controls, Account Reconciliation, Portfolio Management, Middle Office, Financial Statements, Equities
Education
State University of New York College at Old Westbury
Accounting and Finance
KPMG US July 2012 - Present
New York Army National Guard March 2012 - Present
KPMG US June 2010 - June 2012
New York Army National Guard September 2010 - February 2012
New York Army National Guard May 2006 - September 2010
KPMG US March 2007 - May 2010
OpHedge Investment Services September 2005 - December 2005
Gabelli Asset Management September 2004 - March 2005
Skills
Security Clearance, Microsoft Office, Microsoft Excel, Risk Management, Military, Project Planning, Microsoft Word, PowerPoint, Government, Outlook, Logistics, Strategic Planning, Project Management, Financial Analysis, Analysis, Finance, Leadership, Program Management, Management
Education
Fordham University 2002 — 2006
B.S., Accounting, Finance, Philosophy
The University of Texas at Austin, McCombs School of Business January 2014 - Present
Infosys July 2013 - January 2014
Infosys August 2011 - July 2013
Austin Vino LLC January 2011 - December 2012
Education Pioneers June 2010 - August 2010
The LIVESTRONG Foundation January 2010 - May 2010
Dell January 2010 - May 2010
Teach for America June 2007 - June 2009
OpHedge Investment Services July 2006 - June 2007
Skills
Strategy, Business Strategy, Management Consulting, Project Management, Management, Data Analysis, Strategic Planning, Marketing, Business Development, Start-ups, Process Improvement, Organizational..., Change Management, CRM, Financial Modeling, Program Management, Higher Education, Admissions, Recruiting
Education
The University of Texas at Austin 2009 — 2011
McCombs School of Business, Master of Business Administration (MBA)
Tulane University 2002 — 2006
BSM, Marketing, Sociology, cum laude
LCH.Clearnet August 2013 - April 2014
Citco Fund Services May 2010 - August 2013
OpHedge Investment Services January 2005 - April 2010
Oak Hill Platinum Partners November 2000 - December 2004
Skills
Collateral Management, Algo, Dodd-Frank, Derivatives, Affirmation/Confirmation, Hedge Funds, ISDA, Interest Rate Swaps, MarkitWire, DTCC, Markit Trade Manager, Bloomberg, Aexeo, Alchemy
Education
Salve Regina University 1998 — 2000
Master of Business Administration (M.B.A.), Management
Salve Regina University 1994 — 1998
Bachelor's Degree, Finance, General
Port Chester High School 1990 — 1994
High School, General
TopView Gao Rui Global Consulting November 2014 - Present
Citi November 2013 - October 2014
Citicorp International Limited September 2010 - October 2013
Shanghai Yao Di Business Consulting March 2009 - August 2010
OpHedge Investment Services March 2008 - December 2008
OpHedge Investment Services February 2007 - March 2008
Global Project Management Corporation April 2003 - December 2006
JP Morgan May 2004 - January 2006
State Street Corporation (Investors Financial Services) May 2001 - January 2003
KPMG Consulting, Inc. (BearingPoint, Inc.) April 2000 - April 2001
Skills
International Business, Middle Office, Operations Management, Cross Cultural..., Operations Procedures..., Offshoring and..., Matrix Leadership, Management, International Project..., Cross-functional Team..., International..., Onboarding, Straight Through..., Investments, Securities Transactions, Portfolio Accounting..., Process Improvement, Creative Solutions, Operations..., FX Transactions, Operations Risk..., Risk Management, Reconciliations, Corporate Actions, Investor Client..., Solution Implementation, Performance Benchmarking, Business Analysis, Financial Services, Management Consulting, CRM, Matrix Management, Outsourcing, Project Management, Hedge Funds
Education
Mandarin, iMandarin, Chinese Ministry of Education Approved School 2009 — 2009
Uniwersytet Ekonomiczny w Krakowie 1995 — 1995
University of South Carolina-Columbia 1994 — 1995
MBA
Wirtschaftsuniversität Wien 1994 — 1994
Master of Business Administration
Wirtschaftsuniversität Wien (Vienna University of Economics & Business Administration) 1994 — 1994
The University of Connecticut 1980 — 1984
BS, Business Administration
The Newfield Group May 2015 - Present
The ExecuSearch Group 2014 - April 2015
Citi 2013 - 2014
AQR Capital Management 2008 - 2012
AQR Capital Management 2007 - 2008
OpHedge Investment Services 2006 - 2007
Skills
Trading, Middle Office, Settlement, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Asset Management, Equities, Alternative Investments, Capital Markets, Trading Systems, Bonds, Equity Derivatives, Options, Portfolio Management, Investments, Financial Services, Investment Banking, Finance
Education
Quinnipiac University 2002 — 2004
Master of Business Administration (M.B.A.)
Quinnipiac University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Council on Foreign Relations July 2013 - Present
Council on Foreign Relations July 2011 - July 2013
Council on Foreign Relations July 2010 - July 2011
Fidelity Investments May 2009 - August 2009
OpHedge Investment Services May 2008 - August 2008
OpHedge Investment Services May 2007 - August 2007
OpHedge Investment Services May 2006 - December 2006
Skills
Editing, Marketing Communications, Marketing, Advertising, InDesign, Analysis, PowerPoint, Microsoft Excel, Photoshop, Dreamweaver, Management, Adobe Acrobat, HTML, Customer Service, Research, Business Development
Education
Bentley University 2006 — 2010
Bachelor of Science
Sloss Eckhouse LawCo March 2013 - October 2013
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2010 - March 2013
OpHedge Investment Services September 2005 - July 2007
Parker Global Strategies April 2005 - September 2005
EMI Music, N.A. September 2003 - December 2004
Skills
Legal Writing, Legal Research, Due Diligence, Bankruptcy, Public Speaking, Advocacy, Entertainment Industry, Contract Negotiation, Entertainment Law, Client Relations Skills
Education
University of Michigan Law School 2007 — 2010
JD, magna cum laude
New York University 2001 — 2005
BA, cum laude, Economics
Æsir Energy, LLC June 2014 - Present
PPL EnergyPlus, LLC May 2011 - May 2014
Consolidated Edison Energy, Inc. April 2009 - May 2011
Morgan Stanley November 2008 - April 2009
OpHedge Investment Services June 2008 - October 2008
Skills
Power Trading, Asset Managment, Commodity Markets, Trading, Energy Markets, PJM, Energy, Commodity, Electricity Markets, Natural Gas, Renewable Energy, Derivatives, Financial Modeling, Valuation, Smart Grid, Energy Policy, VBA, Risk Management, Project Finance, Asset Management, Demand Response, Power Generation, Energy Management, Hedging, Wind, Power Plants, Energy Efficiency, Options, Alternative Energy, Electricity, Solar Energy, Energy Industry, Electric Power, NERC, Power Systems, Power Distribution, Nuclear, Utility Industry
Education
Bucknell University 2004 — 2008
Bachelor of Science, Electrical Engineering
Lehigh University 2007 — 2007
Mathematics
Parkland High School 2000 — 2004
Citco Fund Services June 2013 - Present
Citco Fund Services May 2010 - June 2013
OpHedge Investment Services January 2005 - May 2010
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Equities, Financial Analysis, Fixed Income, Fund Accounting, Hedge Funds, Management, Microsoft Excel, Risk Management, Settlement
Education
Pace University
MS, MIS
MicroStrategy 2015 - Present
IBM January 2014 - September 2015
IBM June 2010 - January 2014
IBM-Global Financing June 2009 - June 2010
IBM-Global Financing January 2008 - October 2009
OpHedge Investment Services January 2006 - January 2008
Miracle Home Improvements January 2002 - January 2008
Skills
Sales, Analysis, Business Intelligence, Analytics, Business Analysis, Enterprise Software, Business Strategy, Financial Analysis, Leadership, Business Process, Performance Management, Market Research, New Business Development, Strategy, Selling, Solution Selling
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Marketing Management
Pace University 2004 — 2008
Bachelor of Business Administration, Finance, Economics
Citi September 2010 - Present
Bank of New York Mellon October 2008 - September 2010
ObjectBase Inc, USA August 2003 - April 2010
OpHedge Investment Services 2008 - 2008
Bunge 2005 - 2008
US Bank 2004 - 2005
Office Of public Health 2003 - 2004
mPayment Pte Ltd, Singapore May 2001 - July 2003
Singapore Computer Systems 2000 - 2001
Education
Gulbarga University 1991 — 1995
BE, Computer Science
Trishield Capital Management LLC March 2010 - October 2014
General Motors Asset Management October 2008 - May 2009
OpHedge Investment Services April 2007 - September 2008
Morgan Stanley September 2006 - March 2007
Millburn Corp March 2003 - March 2006
Bear Stearns August 2001 - March 2003
Skills
Equities, Commodities, Bonds, High Yield, Loans, Interest Rate Swaps, Equity Swaps, Convertible Bonds, Options, Fixed Income, Derivatives, Alternative Investments, Bloomberg, Hedge Funds, Fair Trade, Swaps, MBS, Private Equity, Asset Management, Valuation, Investment Banking, Reconciliation, Risk Management, Fund Accounting, Due Diligence, Financial Reporting, Financial Analysis, FX, Accounting, Operational Risk, Account Reconciliation, FX Options, Commodity, Investments, Portfolio Management, Securities, Corporate Finance, Banking, Financial Modeling, Financial Services, Mutual Funds, Finance, Fund Of Funds, Settlement, Cash Management, Credit, Capital Markets, Analysis, Prime Brokerage, Middle Office
Education
Pacific College of Oriental Medicine 2009 — 2011
Associates in Science Degree, Asian Holistic Health & Massage Therapy
Marymount Manhattan College 1996 — 2001
Bachelor of Science Degree, Finance & Accounting
Northern Trust June 2013 - Present
Morgan Stanley May 2010 - June 2013
OpHedge Investment Services December 2007 - May 2010
Accenture July 1994 - December 2007
Education
Emory University - Goizueta Business School 1990 — 1994
Brigade Capital Management August 2013 - Present
Fortress Investment Group December 2009 - August 2013
Fortress Investment Group October 2007 - December 2009
OpHedge Investment Services March 2006 - September 2007
Lanier Worldwide October 2005 - February 2006
Skills
Hedge Funds, Valuation, Derivatives, Portfolio Management, Finance, Loans, Equities, Bloomberg, Distressed Debt, Loan Servicing, Mutual Funds, Trading, Asset Managment, Alternative Investments, Loan Origination
Education
Lehigh University 2001 — 2005
Bachelor of Science, Business & Economics
Lehigh University - College of Business and Economics 2001 — 2005
B.S., Marketing
Salisbury School 1998 — 2001
Brunswick School 1991 — 1998
JPMorgan Chase & Co. August 2015 - Present
Citco Fund Services August 2014 - August 2015
Citco Fund Services May 2010 - July 2014
OpHedge Investment Services March 2008 - May 2010
Boston Scientific March 2005 - August 2005
Northwestern Mutual December 2003 - February 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Masters of Business Administration (MBA), Management of Operations and Technology
Bentley University 2000 — 2004
BS, Finance
Edgemont High School
OpHedge Investment Services January 2008 - January 2009
The Bank of New York June 1996 - July 2007
THE BANK January 1995 - January 1996
The Bank of New York January 1994 - January 1995
Personal Trust Department January 1987 - January 1994
PERSONAL TRUST DEPARTMENT January 1987 - January 1994
The Bank of New York January 1984 - January 1987
Skills
Mutual Funds, Hedge Funds, Financial Services
Education
Mercy College
Bachelor of Science, Finance
New York State Banking Estate School
New York State Banking Trust School
Toluna July 2014 - Present
XL Group July 2013 - July 2014
Arrowsight, Inc. June 2012 - July 2013
RBS Sempra Commodities September 2006 - March 2012
OpHedge Investment Services February 2004 - September 2006
Classlink Technologies May 2002 - February 2004
Ziff Brothers Investments July 2000 - May 2002
Skills
SQL Server 2000-2008, Analysis Services, VBScript, Microsoft SQL Server, Disaster Recovery, Servers, SQL, VBA, Databases, T-SQL, Visual Basic, Active Directory, Software Development, Citrix, Data Warehousing, SSIS, ETL, Integration, Database Administration, System Administration, Business Intelligence, Access, Security, Technical Support
Education
Columbia University in the City of New York 1991 — 1994
MS, Civil Engineer
The Cooper Union for the Advancement of Science and Art 1986 — 1990
BE, Engineering
Goodwin Procter LLP October 2011 - Present
Common Cause October 2010 - September 2011
OpHedge Investment Services August 2006 - July 2007
Education
Boston University School of Law 2007 — 2010
JD
Tufts University 2002 — 2006
BA, History, Greek & Latin
Citi November 2014 - Present
Soros Fund Management, LLC October 2007 - August 2014
Soros Fund Management, LLC January 2006 - December 2007
OpHedge Investment Services July 2005 - March 2006
Dubin Clark & Company, Inc June 2004 - June 2005
Skills
Hedge Funds, Bloomberg, Swaps, Fixed Income, Derivatives, Equities, Bonds, Options, Trading, Valuation, Asset Managment, Risk Management, Financial Analysis, Financial Reporting, FX Options, Accounting, Operational Risk, Alternative Investments, Commodity, Securities, Equity Derivatives, Asset Management, Trading Systems, Quantitative Finance, Capital Markets
Education
Stanford University 1998 — 2002
Bachelor of Science (B.S.), Physics
Mariner Investment Group LLC September 2010 - Present
OpHedge Investment Services March 2008 - September 2010
D.B. Zwirn & Co. December 2006 - March 2008
Omnicom Capital Inc. April 2002 - November 2006
Alliance Capital Management March 2000 - April 2002
Education
Pace University 2003 — 2007
MBA, Financial Management
Pace University 1997 — 2000
BBA, Finance
Merit Auto Body September 2013 - Present
Societe Generale August 2011 - August 2012
RBS Sempra Commodities September 2008 - August 2011
OpHedge Investment Services February 2007 - September 2008
Skills
Automotive, Collision, Estimating, Mechanics, Derivatives, Trading, Hedge Funds, Commodity, Fixed Income, Account Reconciliation, Sales, Financial Analysis, Risk Management, Management
Education
The George Washington University - School of Business 2000 — 2004
SBCC Group October 2006 - Present
CYS Investments (NYSE: CYS) May 2012 - Present
American Century Investments March 2011 - Present
Stanford University March 2012 - Present
OpHedge Investment Services 2005 - 2010
Tribeca Global May 2004 - September 2006
Caxton Associates May 1999 - May 2004
Capital Market Risk Advisors August 1994 - May 1999
Credit Suisse First Boston June 1977 - December 1986
Skills
Risk Management, Financial Strategy, Litigation Support, Hedge Funds, Alternative Investments, Asset Managment, Derivatives, Fixed Income, Investments, Portfolio Management, Equities, Valuation, Private Equity, Capital Markets, Financial Modeling, Trading, Emerging Markets, Options, Asset Management, Due Diligence, Quantitative Finance, Commodity, Mergers & Acquisitions, Equity Trading, Mutual Funds, Strategy, Financial Markets, Investment Banking, Investment Management, Securities, Bloomberg, Credit, Equity Research, Venture Capital, Funding, Bonds, Finance
Education
Harvard Business School 1981 — 1983
MBA
Yale University 1973 — 1977
AB
The Citco Group of Companies January 2015 - Present
Citco Fund Services January 2012 - December 2014
Citco Fund Services May 2010 - December 2011
OpHedge Investment Services January 2010 - May 2010
OpHedge Investment Services April 2007 - December 2009
Rizzoli International Publications September 2005 - April 2007
Turner Broadcasting 2004 - 2004
Skills
Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Equities, Distressed Debt, Loan Servicing, Italian, Loans, Account Reconciliation
Education
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Blind Brook High School 1997 — 2001
Royal Bank of Scotland April 2014 - Present
Northern Trust July 2013 - April 2014
RBS Global Banking & Markets November 2009 - June 2013
RBS Greenwich Capital April 2008 - November 2009
OpHedge Investment Services January 2007 - April 2008
Skills
Fixed Income, Options, Middle Office, Swaps, Risk Management, Foreign Exchange, Outlook, PowerPoint, FX Options, Back Office, Structured Products
Education
State University of New York College at Plattsburgh 2001 — 2005
Bachelor of Science (B.S.), Communication and Media Studies
Jennison Associates LLC April 2014 - Present
Barclays Capital 2009 - 2014
OpHedge Investment Services 2008 - 2009
Detica 2007 - 2008
Robeco Investment Management 2006 - 2007
Prudential Financial 1999 - 2005
The Chase Manhattan Bank 1992 - 1999
Skills
Equities, Fixed Income, Risk Management, Portfolio Management, Investment Banking, Asset Management, Investments, Hedge Funds, Mutual Funds, Private Equity, Alternative Investments, Financial Services, Capital Markets, Strategic Financial..., Derivatives, Bloomberg, Management
Education
Fordham University - Graduate School of Business Administration
MBA
University of Rhode Island
Pascack Hills HS
U.S. Department of the Treasury July 2014 - Present
US Department of the Treasury February 2013 - June 2014
Pharo Management 2006 - February 2013
OpHedge Investment Services July 2004 - May 2006
Education
New York University 2008 — 2010
MBA, Economics and Quantitative Finance
Fordham University 2001 — 2004
Soros Fund Management May 2010 - April 2015
OpHedge Investment Services January 2007 - May 2010
Lord Abbett September 1996 - December 2006
Skills
Hedge Funds, Valuation, Asset Managment, Financial Analysis, Alternative Investments, Financial Modeling, Fund Accounting, Accounting, Financial Reporting, Middle Office, Bloomberg, Fixed Income, Equities
Education
Fordham University 1992 — 1996
BS, Accounting
The Kane Firm August 2013 - Present
NERA Economic Consulting May 2012 - December 2014
Column of Hope 2005 - 2013
Citco Fund Services May 2010 - May 2012
OpHedge Investment Services September 2008 - May 2010
OpHedge Investment Services September 2007 - September 2008
The Kane Firm 1999 - 2006
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Derivatives
Education
State University of New York College at Geneseo 2002 — 2006
BS, Business Administration
OpHedge Investment Services November 2006 - Present
Education
Queens College 2000 — 2004
B.S., Computer Science
JPMorgan Chase August 2013 - Present
EWM Executive Wealth Managent Ltd. 2008 - July 2013
OpHedge Investment Services March 2008 - October 2008
GlobeOp Financial Services 2006 - 2008
UBS 2000 - 2005
AIG Trading Group June 1996 - May 2000
Skills
Equities, Mutual Funds, Capital Markets, Hedge Funds, Risk Management, Fixed Income, Project Management, Strategy, Options, Financial Services, Business Analysis, Valuation, Investment Banking, Prime Brokerage, CRM, Financial Markets, Alternative Investments, Middle Office, Electronic Trading, Commodity
Education
Hartwick College 1991 — 1995
Yorktown High School 1988 — 1991
Regents
UBS Global Asset Management October 2012 - Present
Nomura Securities October 2009 - October 2012
OpHedge Investment Services April 2008 - October 2009
Lehman Brothers June 2007 - March 2008
Skills
Derivatives, Fixed Income, Hedge Funds, Valuation, Bloomberg, Financial Modeling, Capital Markets, Middle Office, Financial Analysis, Equities
Education
Rensselaer Polytechnic Institute 2003 — 2007
B.S., Electrical Engineering
Lyons Township High School 1999 — 2003
JPMorgan Chase September 2009 - Present
OpHedge Investment Services July 2008 - February 2009
Morgan Stanley 1994 - 2008
Education
Ithaca College 1990 — 1994
Bachelor of Arts (BA), Mathematics and Economics
John Wiley and Sons 2012 - Present
Consultant September 2010 - April 2011
Consultant August 2009 - July 2010
OpHedge Investment Services 2008 - 2009
Morgan Stanley August 2004 - May 2008
ABN AMRO Bank N.V. 2001 - 2004
Credit Suisse 1999 - 2001
Skills
Release Management, Full SDLC, Software Project..., ITIL, Web Applications, Linux, JIRA, Jenkins, Credit Derivatives, Equity Derivatives, Perl, MySQL, Apache, Ruby on Rails, Visio, Clarity, Ubuntu, Red Hat Linux, Oracle, HTML, HTML 5, JavaScript, CSS
Education
New York University
New York University
B.A, Economics
ConEdison Solutions August 2015 - Present
Starwood Capital Group August 2014 - April 2015
MasterCard August 2013 - March 2014
Noble Americas December 2011 - January 2013
Statoil November 2010 - December 2011
Frontier Communications June 2009 - April 2010
OpHedge Investment Services October 2007 - August 2008
RBS Greenwich Capital March 2006 - September 2007
UBS 1997 - 2006
Skills
Front, Middle & Back..., Talent Acquisition, Onboarding, Vendor Management, Strategy, Start-ups, Experience in various...
Education
SUNY Oneonta
Royal Bank of Scotland September 2013 - Present
Citco Fund Services May 2010 - September 2013
OpHedge Investment Services July 2005 - May 2010
Wipro Technologies 2002 - 2005
Karna Global Technologies 2000 - 2002
Skills
Software Development, Project Management, Finance, Hedge Funds, Fixed Income, Derivatives, SDLC, Enterprise Architecture, Process Improvement, Requirements Analysis, Core Java, .NET, SQL, SOA
Education
Sathyabama University 1995 — 1999
Bachelor of Engineering, Industrial Production
Point72 Asset Management, L.P. October 2014 - Present
Pricewaterhouse Coopers September 2012 - October 2014
RBS Global Banking & Markets August 2009 - September 2012
OpHedge Investment Services August 2007 - April 2009
Skills
Financial Accounting, Financial Audits, Sarbanes-Oxley Act, SEC Financial Reporting, Internal Controls, US GAAP reporting
Education
Cornell University
Bachelors of Science
Mercy College
Masters
Argosy Global Advisors October 2013 - Present
Forex Capital Markets May 2010 - Present
OpHedge Investment Services June 2008 - May 2010
FXCM August 2005 - May 2008
Skills
Bloomberg, Financial Risk, Hedge Funds, FX Options, Equities, Derivatives, Fixed Income, Financial Markets, Options, Trading, Trading Systems
Education
University of Michigan 2001 — 2005
BA, Economics
Citco March 2010 - January 2012
Citco Fund Services 2007 - 2008
OpHedge Investment Services May 2005 - April 2007
Evercore Partners 2005 - 2005
Moore Capital Management September 1999 - September 2002
Salomon Smith Barney 1992 - 1998
Skills
Hedge Funds, Capital Markets, Fixed Income, Business Analysis, Alternative Investments, Derivatives, Equities, Private Equity, Due Diligence, Financial Analysis, Trading, Fund Of Funds, Emerging Markets, Asset Allocation, Mutual Funds, Commodity, Swaps, Accounting, Back Office, Securities, Bloomberg, Financial Services, Asset Management, Options, Investment Banking, Portfolio Management, Bonds, Investments, Financial Markets, Fund Administration, Valuation, Structured Finance
Education
New York Institute of Technology 1986 — 1989
BS, Finance
Northern Trust April 2013 - July 2014
Citco Fund Services May 2010 - April 2013
OpHedge Investment Services August 2008 - May 2010
RBS Greenwich Capital 1983 - 2008
Skills
Staff Management, Staff Development, Project Management, Client Integration, Client Services, Process Improvement, Problem Solving, System Development, Analysis, Hedge Fund...
Education
Mercy College
BA Business Management, Business Administration and Management, General
Citco Fund Services May 2010 - Present
OpHedge Investment Services 2007 - 2010
Skills
Derivatives, PowerPoint, Hedge Funds, Microsoft Excel, Fixed Income, Bloomberg, Microsoft Office, Equities, Alternative Investments
Education
Pace University 2010 — 2011
Masters, Finance
Muhlenberg College 2002 — 2006
Bachelor of Science (B.S.), Mathematics
The University of Queensland 2005 — 2005
Subaru of America June 2012 - Present
Verizon Wireless 2010 - September 2012
OpHedge Investment Services September 2008 - December 2009
Benefits XML September 2007 - August 2008
AT&T 2006 - 2007
AT&T 2005 - 2006
L'Oreal NJ April 2002 - October 2005
Smart Global Netork (M) Sdn Bhd April 1999 - January 2002
Hyderabad Metro Water Works July 1997 - March 1999
Skills
RMAN, Toad, SQL Loader, Oracle RAC, Data Guard, Oracle 9i, Oracle HR, Microsoft SQL Server, Testing, PL/SQL, Oracle, Business Intelligence, MySQL, Oracle Applications, SQL, SSIS, SQL Tuning, Databases, Data Warehousing, ETL
Education
Lorwin InforTech Ltd 1989 — 1990
PGDCA
Andhra University 1987 — 1989
Bachulor
OpHedge Investment Services April 2008 - October 2008
Rock Ridge Advisors, LLC July 2005 - February 2008
SAC Capital July 2001 - July 2005
Convergence Asset Management May 1998 - June 2001
Skills
Hedge Funds, Middle Office, Fixed Income, Equities, Bloomberg, Options, Bonds, Alternative Investments, Trading, Collateral Management, Derivatives, Capital Markets, Series 7, Asset Managment, Portfolio Management, Equity Derivatives, FX Options, Settlement
Education
University of Bridgeport
Mixit Inc. May 2008 - Present
OpHedge Investment Services July 2007 - May 2008
TD Ameritrade November 2000 - May 2007
Skills
Trading Systems, Electronic Trading, Options, Equity Trading, Series 7, Securities, Series 63, Equities, Trading, Market Data, Hedge Funds, Financial Markets, Operating Systems, Operations Management, Derivatives, Microsoft SQL Server, Business Analysis, Middle Office, Relationship Management, Order Management, Back Office, Software Project..., Equity Derivatives, Risk Management, Team Management, Financial Services
Education
The College of Westchester 1995 — 1997
Accounting
Graham Capital Management July 2011 - Present
Standard Chartered Bank February 2010 - July 2011
OpHedge Investment Services May 2008 - January 2010
Skills
Hedge Funds, Fixed Income
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2006
BS, General Business Management
Baseline Solutions POS March 2014 - Present
Diamond Fasteners Inc March 2010 - January 2014
Agamas Capital Management 2008 - 2009
OpHedge Investment Services 2006 - 2008
Skills
Microsoft Excel, Accounting, Microsoft Office, PowerPoint, SQL, Bloomberg, Hedge Funds, Equities, Risk Management, Derivatives, Financial Analysis, New Business Development, Business Development, Fixed Income, Project Management, Sales, Customer Service, Sales Operations, Finance, Financial Modeling, Analysis, Pricing, Forecasting, Asset Management, Process Improvement
Education
Iona College 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
archbishop molloy
archbishop molloy
Boehringer Ingelheim February 2011 - Present
RBS Global Banking & Markets June 2009 - January 2011
Ophedge Investment Services April 2006 - June 2009
FactSet Research Systems March 2001 - July 2005
Skills
Solaris
Education
Pace University
M.B.A, Information Systems
New York University - Polytechnic School of Engineering
M.S, Computer Science
Boston University 1982 — 1986
B.S; S, Electrical Engineering
Howard University School of Law August 2009 - May 2012
Joint Center for Political and Economic Studies May 2011 - April 2012
Circuit Court of Prince George's County - The Honorable Judge Herman C. Dawson May 2010 - August 2010
Lachter & Clements LLP August 2008 - July 2009
OpHedge Investment Services 2007 - 2008
Forex Capital Markets 2007 - 2007
Progressive Insurance January 2006 - December 2006
Argent Mortgage Company June 2004 - August 2005
Education
Howard University School of Law 2009 — 2012
Juris Doctorate, Law
Hofstra University 2000 — 2005
BBA, Finance & Legal Studies in Business
JP Morgan Chase August 2013 - Present
Hall Neighborhood House April 2012 - July 2013
Credit Renaissance Partners, LLC November 2007 - November 2011
OpHedge Investment Services March 2006 - June 2007
Abatement Industries Group, Inc January 2004 - January 2005
CVS Pharmacy January 2002 - January 2005
Yale University June 1999 - June 2001
Skills
Bloomberg, Valuation, Financial Reporting, Accounting, Cash Flow, Multi-functional..., Product & Portfolio..., Operations Management, Team Development /..., Alternative Investments, • Integrating..., Financial Accounting, Business Process..., Asset Management, Complex Funds Analysis..., Optimizing Financial..., Cost Benefit, Asset Managment, Analysis, Financial Services, Financial Analysis, Hedge Funds, Private Equity, Equities, Due Diligence, Internal Controls, Cash Management, Account Reconciliation, Forecasting, Managerial Finance, Portfolio Management
Education
Bentley University 2003 — 2004
M.B.A, International Business
Bentley University 2003 — 2003
M.S, Global Financial Analysis & Investment
Southern Connecticut State University 2000 — 2002
B.S, Finance
Morgan Stanley June 2012 - Present
Citco Fund Services December 2011 - May 2012
Citco May 2010 - December 2011
OpHedge Investment Services August 2008 - May 2010
Colgate Palmolive June 2007 - May 2008
Skills
Corporate Finance, Account Reconciliation, Hedge Funds, Bloomberg, Side Pocket Funds, Operations, Derivatives, Corporate Actions, Customer Service, Financial Reporting, Accounting
Education
City University of New York-Baruch College 2006 — 2008
MS, Accounting
Anhui University 1999 — 2003
BE, International Trade
BNY Mellon June 2012 - December 2013
Moore Capital Management April 2012 - June 2012
Societe Generale March 2011 - December 2011
Gabelli & Company, Inc. March 2007 - March 2009
OpHedge Investment Services June 2006 - March 2007
Prudential Financial September 1999 - June 2005
J & H Marsh & McLennan, Inc April 1998 - October 1998
Skills
Account Reconciliation, General Ledger, Analysis, Financial Analysis, Accounting
Education
Iona College 2011 — 2012
Post Masters Certificate, Public Accounting
Iona College 1995 — 1999
Master of Business Administration; Certificate, Management Information Systems; International Business
Fordham University 1989 — 1993
Bachelor of Science, Public Accounting
Silver Point Capital May 2007 - Present
OpHedge Investment Services December 2005 - May 2007
Skills
Hedge Funds, Financial Operations, Derivative Operations, Prime Brokerage, ISDA negotiations, Middle Office, Valuation, Bloomberg, Fixed Income, Equities, Alternative Investments, Investments
Education
University at Albany, SUNY 2001 — 2005
BS, Finance, Management
Citco Fund Services May 2010 - February 2015
OpHedge Investment Services 2005 - 2010
Platinum Grove Asset Management February 2000 - January 2005
Moore Capital Management November 1994 - February 2000
Morgan Stanley Dean Witter August 1986 - November 1994
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Asset Management, Capital Markets, Securities, Options
Education
St. Francis University 1982 — 1986
BS, Management
Royal Bank of Scotland September 2007 - January 2014
OpHedge Investment Services March 2006 - January 2007
CrossBorder Solutions June 2005 - January 2006
EComWorks August 2004 - June 2005
Morgan Stanley January 2004 - April 2004
Skills
Bloomberg, Fixed Income, Capital Markets, Investment Banking, Risk Management, Process Systemization &..., Operations Audits, Hedge Funds, Portfolio Management, Corporate Finance, Finance, Financial Modeling, Financial Risk, Auditing
Education
Iona College 2000 — 2004
BBA, Finance
UBS Investment Bank June 2012 - Present
Berkeley Quantitative July 2011 - May 2012
Spruce Private Investors September 2009 - May 2011
OpHedge Investment Services April 2008 - September 2009
Graham Capital Management December 2003 - April 2008
Graham Capital Management October 2002 - December 2003
Graham Capital Management February 1997 - October 2002
AMERADA HESS CORPORATION January 1995 - February 1997
FERRELL CAPITAL MANAGEMENT April 1993 - December 1994
LUCK TRADING CO., INC March 1992 - April 1993
Skills
Equities, Options, Trading, VBA, Hedging, Risk Management, FX trading, Performance Analysis, Cash Management, Excel Services, Bloomberg Terminal, Commodity Futures, Treasury Management, Reconciliations, Advent Axys, Advent Moxy, Beauchamp Fund Manager, SS&C Total Return, Margin Analysis, Fund Structuring, Futures, Trading Systems, Mutual Funds, Account Reconciliation, Axys, Financial Structuring, Alternative Investments, Hedge Funds, Portfolio Management, Derivatives, Fixed Income
Education
Sacred Heart University 1984 — 1988
B.S., Finance
Sacred Heart University 1984 — 1988
Bachelor of Science, Finance
Stark elementary school
Stark elementary school
Bloomberg LP December 2012 - Present
Bloomberg October 2011 - November 2012
Bloomberg January 2008 - October 2011
OpHedge Investment Services June 2007 - December 2007
MBIA Insurance Corporation September 2006 - May 2007
Morgan Stanley June 2006 - August 2006
MasterCard International June 2005 - July 2005
Skills
Credit Derivatives, Fixed Income Products, Interest Rate..., Loans, Bloomberg, Fixed Income, Hedge Funds, Bonds, Derivatives, Investment Banking, Equities, Financial Risk, Financial Analysis, Financial Markets, Project Finance, Capital Markets, Emerging Markets
Education
Columbia Business School 2013 — 2015
Executive MBA
Manhattanville College 2003 — 2007
BA, Double Major: Finance and International Studies, 4.0/4.0
New England College April 2011 - Present
OpHedge Investment Services LLC January 2008 - March 2009
OpHedge Investment Services January 2007 - March 2009
Bilinguals Inc. Child & Parent Services LLC August 2007 - January 2008
Skills
Bloomberg, Derivatives, Bonds, Interest Rate..., Finance
Education
New England College 2011 — 2013
Masters of Science, Finance
Pace University 2002 — 2007
Bachelors, Business Administration; Finance
Citco Fund Services May 2010 - Present
OpHedge Investment Services October 2006 - May 2010
Gabelli Asset Management February 1994 - October 2006
Skills
Financial Analysis, Hedge Funds, Fund Accounting, Financial Reporting, Accounting, Alternative Investments, Bloomberg, Sarbanes-Oxley Act, Fixed Income, Equities, Financial Modeling, Corporate Finance, Valuation, Due Diligence, Asset Management, Fund Administration
Education
Skidmore College 1981 — 1985
Bachelor of Science (BS), Accounting
Societe Generale Corporate & Investment Banking June 2010 - Present
Societe Generale 2010 - Present
OpHedge Investment Services June 2007 - May 2010
Skills
Bloomberg, Equity Derivatives, Fixed Income, Derivatives, Capital Markets, Equities, Equity Research, Interest Rate...
Education
Montclair State University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Penn State University 2003 — 2007
Bachelor's degree, Crime, Law, and Justice
ABS Investment Management September 2009 - Present
OpHedge Investment Services September 2006 - September 2009
Deloitte September 2003 - September 2005
Skills
Fund Accounting, Financial Reporting, Financial Analysis, Hedge Funds, Financial Modeling, Financial Accounting, Financial Statements, Accounting, 10K, US GAAP, SEC filings, 10Q, GAAP, Balance Sheet, Account Reconciliation, Valuation, Cash Flow, Internal Controls, CPA, Variance Analysis
Education
Rutgers Business School 2002 — 2003
Master of Business Administration (MBA), Accounting and Finance
Trinity College-Hartford 1995 — 1999
BA, Economics
South Side High School October 2013 - Present
Citco Fund Services May 2010 - January 2013
OpHedge Investment Services May 2005 - May 2010
Soros Fund Management March 2000 - April 2005
Arnhold & S. Bleichroeder June 1998 - March 2000
CITIBANK, NA June 1996 - June 1998
BROWN BROTHERS HARRIMAN & CO April 1994 - June 1996
PRUDENTIAL SECURITIES, INC October 1991 - April 1994
Skills
Daily Operations..., Monthly Closing, trade break resolution, Account Reconciliation, Fixed Income, Equities, Hedge Funds, Investments, Mutual Funds, Financial Statements, Trading, Options, Asset Allocation, Series 7, Tax, Balance, Analysis, Funding
Education
St. John's University 1992 — 1996
Master of Business Administration (M.B.A.), Finance
S.U.N.Y @ Oneonta 1987 — 1991
Bachelor of Science, Business Economics
Point72 Asset Management (formerly SAC Capital) October 2009 - Present
OpHedge Investment Services August 2007 - October 2009
Skills
Alternative Investments, Capital Markets, Bloomberg, Equities, Hedge Funds
Education
SUNY Albany 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Bronx High School of Science 1999 — 2003
Chilton Investment Company April 2007 - Present
OpHedge Investment Services October 2005 - April 2007
Education
Fairfield University 2001 — 2005
Bachelor of Science (BS), Finance, General