AllianceBernstein Company
Industry: Asset management company
DescriptionAllianceBernstein Holding L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. AllianceBernstein is based in New York City in the United States. CEO: Seth Bernstein (1 May 2017–) Headquarters: New York City, New York, United States Traded as: NYSE: AB Number of employees: 3,450 Subsidiaries: Sanford C. Bernstein & Co., LLC, Parent organizations: AXA, AXA Equitable Holdings, AXA Financial
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AllianceBernstein Employees
New York Life & MainStay Investments 2011 - Present
AllianceBernstein 2003 - 2011
Fidelity Investments 1995 - 2003
Skills
Sales Management..., Certified Investment..., Capital Markets, Alternative Investments, Mutual Funds, Fixed Annuities, Wealth Management, Retirement Planning, Asset Management, Financial Services, Fixed Income, Portfolio Management, Investment Strategies
Education
Northeastern University 1987 — 1992
Bachelor's degree, Finance & International Business
Staples High School 1983 — 1986
Quantitative Management Associates January 2014 - Present
MetLife July 2012 - January 2014
AllianceBernstein May 2007 - July 2012
AllianceBernstein March 2004 - May 2007
Webmechanics February 2003 - March 2004
Morgan Stanley March 2000 - December 2002
Skills
Asset Management, Institutional..., Defined Contribution, Retirement Strategy, Target Date Funds, Agile Methodologies, Project Management, Team Leadership, Business Analysis, Requirements Gathering, System Architecture, Object Oriented Design..., Business Intelligence, Data Analysis, Data Modeling, Data Warehousing, SDLC, SOA, Databases, Microsoft SQL Server, C#, ASP.NET, .NET, XML, WCF, Java, Web Services, Financial Modeling, SQL, Fund Accounting, Fund Of Funds, Mutual Funds, Business Process, Enterprise Architecture, Equities, Data Visualization, QlikView, Real Estate Investments, Market Data, Oracle, Alternative Investments, Morningstar, Bloomberg, Factset
Education
New York University - Leonard N. Stern School of Business 1998 — 1999
MS in Statistics and Operations Research, Financial Engineering
Northeastern University 1993 — 1997
Bachelor of Science (BS), Information Systems, Finance
Bingman Associates, Inc. 2010 - Present
Investments For You June 2013 - Present
AllianceBernstein 2004 - 2005
AllianceBernstein 2000 - 2004
AllianceBernstein 1996 - 2000
Lane Industries, Inc. 1995 - 1996
JP Morgan Chase 1994 - 1995
KPMG LLP 1991 - 1994
Skills
General Ledger, Corporate Finance, Accounting, Financial Forecasting, Banking, SEC filings, Project Planning, Fund Accounting, Finance, Leadership, Financial Analysis, Financial Reporting, Auditing
Education
Ohio Wesleyan University 1987 — 1991
Bachelor of Arts (B.A.), Accounting
PepsiCo 2015 - Present
Parkland Hospital 2015 - 2015
Tradeweb 2014 - 2015
AllianceBernstein 2013 - 2014
Citi 2011 - 2013
Guardian Life Insurance 2010 - 2011
Guardian Life Insurance 2008 - 2010
Skills
Hogan Assessments, PDI, 360 Assessments, MBTI, Achieve Global Certified, Six Sigma, Talent Management, Situational Leadership, Human Resources, Recruiting, Talent Acquisition, Performance Management, Organizational..., Organizational..., Onboarding, Leadership, Strategy, Change Management, Consulting, Employee Engagement, Management, Employee Relations
Education
New York University
Masters, Industrial/Organizational Psychology
University at Albany, SUNY
United Financial Bancorp, Inc. May 2014 - Present
Rockville Bank May 2011 - April 2014
AllianceBernstein May 2010 - May 2011
Fitch Ratings October 2006 - April 2010
Federal Deposit Insurance Corp January 2002 - October 2006
Skills
Credit Analysis, Banking, Portfolio Management, Risk Management, Financial Risk, Credit, Financial Modeling, Capital Markets, Interest Rate Risk..., Liquidity Management, Treasury, Financial Analysis, Valuation, Fixed Income, Investments
Education
Northeastern University 1998 — 2003
BSBA, Finance
EZCORP September 2015 - Present
EZCORP March 2015 - September 2015
USAA Real Estate Company February 2015 - March 2015
JPMorgan Chase & Co. November 2014 - January 2015
Robert Half Technology September 2014 - October 2014
BD February 2014 - August 2014
Encore Capital Group August 2012 - February 2014
AllianceBernstein December 2011 - July 2012
Citi May 2011 - December 2011
Citi January 2010 - May 2011
Skills
Active Directory, Windows Server, Vendor Management, Technical Support, Service Delivery, Cisco Technologies, BMC Remedy, Server Administration, Cisco Telepresence, Ticketing Systems, Servers, Microsoft Exchange, Troubleshooting, Help Desk Support, Citrix, Networking, Information Technology, Network Administration, Process Improvement, Hardware, Laptops, Infrastructure, VMware, Microsoft Office, Windows, Printers, System Deployment
Education
University of Phoenix 2015 — 2017
Bachelor of Science (BS), Information Technology
Northwest Vista College 2014 — 2015
Computer Science
San Antonio College 2005 — 2006
Applied Sciences Networking
Non-Profits Management February 2012 - Present
New York Public Library (NYPL) June 2008 - January 2012
Youth Consultation Service (YCS) September 2003 - May 2008
Non-Profits July 1998 - May 2008
AllianceBernstein April 1999 - September 2002
AT&T 1998 - June 1998
Skills
Program Management, Cross-functional Team..., Project Management, Process Improvement, Training, Budgets, Data Analysis, Strategic Planning, Leadership, Analytics, Business Planning, Team-oriented, Start-ups, Analysis, Grant Writing, Culture Change, Management, Program Development, Fundraising, Mentoring, Strategy, Business Process..., Communication, Grants, Proposal Writing, Goal Achievement, Sustainable Performance..., Cost Reduction Solutions, Solver of High-Priority..., Strong Work Ethic, Deliverables Achieved..., Performance Tracking..., Identifier of..., Business Program..., MBA, Ph D in Applied Math, Written and Oral..., External and Internal..., Transferrable Skills to..., Project Plan Design and..., Issue Resolution, Solution Implementation, Team Facilitation, Business Process...
Education
Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), International marketing and finance
New York University
Doctor of Philosophy (Ph.D.), Operations Research
Stanford University
Master of Science (M.S.), Mathematical Statistics and Probability
University of Pennsylvania
Bachelor of Arts (B.A.), Mathematics and Statistics
Throw August 2014 - June 2015
UCLA Anderson School of Management September 2013 - June 2015
Warner Bros. Entertainment Group of Companies June 2014 - August 2014
phresh April 2014 - July 2014
Paramount Pictures February 2014 - May 2014
Mar Vista Entertainment, LLC November 2013 - February 2014
AllianceBernstein November 2011 - June 2013
AllianceBernstein November 2009 - November 2011
Lovesick Pictures January 2009 - May 2011
AllianceBernstein January 2007 - October 2009
Skills
Digital Media, Entrepreneurship, Cross-functional Team..., Analytics, Financial Analysis, Finance, Market Research, Operational Risk..., Early-stage Startups, Creative Problem Solving, Investment Management, Valuation, Financial Modeling, Start-ups, Asset Allocation, Investment Compliance, Equities, Trading, Asset Management, Management, Investments, Strategy
Education
UCLA Anderson School of Management 2013 — 2015
MBA Candidate
New York University 2003 — 2007
Bachelor of Arts (B.A.)
TransUnion November 2014 - Present
Windstream Communications June 2014 - November 2014
Citrix Systems October 2010 - June 2014
Baruch College September 2007 - November 2010
Motorola January 2008 - October 2010
AllianceBernstein February 2006 - January 2008
AllianceBernstein February 2005 - February 2006
Lehman Brothers March 2001 - February 2005
Tyco Healthcare August 1998 - March 2001
Skills
Process Improvement, Management, Business Analysis, Sales Operations, Leadership, Metrics, Project Management, Sales Compensation, Team Leadership, Data Analysis, Six Sigma, Operations Management, Vendor Management, Compensation, Reporting & Analysis, Sales Process, Governance, Program Management, Sales Compensation..., Compensation Structures, Strategy, Teamwork, Collaboration, Consulting, Enterprise Software, PMP, Business Process
Education
New York University 2002 — 2004
MS, Management & Systems
Sacred Heart University 1995 — 1998
BS, Psychology
AB January 2015 - Present
AllianceBernstein September 2012 - January 2015
AllianceBernstein October 2009 - September 2012
AllianceBernstein September 2006 - October 2009
AllianceBernstein February 2006 - September 2006
Zenith Direct September 2005 - February 2006
USA WEEKEND Magazine May 2004 - September 2005
Skills
Morningstar, Mercer, eVestment, Lipper Lana, Competitive Analysis, Primary Research, Survey Design, SharePoint, Data Analysis, Market Research, Excel, PowerPoint, Product Marketing, Marketing Research, Project Management
Education
Northeastern University 1999 — 2004
BSBA
Wooster PR January 2015 - Present
LANE January 2013 - June 2014
LANE May 2012 - January 2013
Rubenstein Associates April 2011 - June 2011
Rubenstein Associates February 2009 - March 2011
The Reserve May 2008 - February 2009
Citigroup August 2006 - July 2007
Citigroup May 2004 - November 2005
Citigroup March 2001 - March 2004
AllianceBernstein March 1999 - October 2000
Skills
Crisis Communications, Media Relations, Public Relations, Event publicity, Corporate Communications, Financial Writing, Marketing Communications, Social Media, Corporate Branding, Online Reputation..., Publicity, Finance, Strategic Planning, Social Media Marketing, Internal Communications, Integrated Marketing, Digital Marketing, Nonprofits, Press Releases, Strategy
Education
New York University 2007 — 2010
M.S., Public Relations and Corporate Communications
The University of Chicago 1994 — 1998
B.A., Economics
Crystal Springs Uplands School 1990 — 1994
AllianceBernstein September 2013 - Present
AllianceBernstein September 2010 - August 2013
Franklin Templeton Investments July 2007 - December 2009
Skills
Fixed Income, Reference Data, Trade Compliance, Asset Management, Institutional Accounts, Private Clients, Mutual Funds, Bloomberg
Education
New York University 2004 — 2007
Bachelor of Arts (B.A.), Economics, Journalism & Mass Communications
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
AllianceBernstein July 2011 - August 2013
GMP Securities February 2010 - June 2011
Skills
Trading, Equities, Portfolio Management, Emerging Markets, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Investments
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
New York University 2005 — 2009
BA, Economics
AllianceBernstein February 1986 - Present
Alliance Bernstein 1986 - Present
Skills
Event Management, Marketing Strategy, Asset Managment, Investments, Marketing, Corporate Events, Alternative Investments, Event Planning, Marketing Communications, Portfolio Management, Strategic Planning, Team Leadership, Employee Management, Corporate Communications, Building Relationships, Asset Management, Negotiation, Management, Budgets, Trade Shows, Sales, Leadership, Investment Strategies, Meeting Planning, Strategy, Program Management, CRM, Hotels, Contract Negotiation, Hedge Funds, Investment Management, Business Development, Financial Services, Separately Managed..., Competitive Analysis
Education
Oberlin College 1979 — 1982
TD Ameritrade May 2011 - Present
AllianceBernstein June 2000 - May 2011
Skills
ITIL v3 Foundations..., Cisco Technologies, Six Sigma, Disaster Recovery, Vendor Management, IT Management, Management, Team Leadership, Network Administration, Data Center, Operations Management, Organizational..., ITIL, Business Analysis, Project Management, Voice & Data Convergence, Risk Management, Business Continuity, Requirements Analysis, IT Strategy, SDLC, IT Operations, Integration, Outsourcing
Education
Northeastern University 2011 — 2015
MBA, Entrepreneurship and International Management
Rutgers, The State University of New Jersey-New Brunswick
BA, Religion, Political Science and Computer Science
AB July 2015 - Present
AB January 2015 - July 2015
AllianceBernstein July 2014 - January 2015
AllianceBernstein July 2013 - July 2014
AllianceBernstein December 2012 - July 2013
Cohere Communications September 2012 - December 2012
MetTel February 2012 - August 2012
Polytechnic Institute of New York University September 2011 - February 2012
Enterprise Plc November 2009 - November 2010
Skills
TCP/IP, Tcpdump, Cisco IOS, Wireshark, VLAN, 802.1q, OSPF, Broadsoft, DHCP, NAT, LAN Switching, VoIP, CCNA, DNS, EIGRP, Network Administration, Network Security, Cacti, Intermapper, HTTP, Linux, Unix, Windows, Perl, Communication, Presentations, Cisco Routing &..., Routers, Troubleshooting, Cisco Routers, RIP, Testing, LAN-WAN, NTP, QoS, MS Project, IPv4, Ubuntu, Networking
Education
New York University - Polytechnic School of Engineering 2011 — 2013
Masters, Electrical Engineering, 3.51
London School of Economics and Political Science 2010 — 2010
Certificate in Judgement and Decision Making for Management, Project Management, B+
West Bengal University of Technology 2005 — 2009
B.Tech, Electrical Engineering, 7.93 out of 10
Tjong & Hsia LLP 2009 - Present
Seward Park Cooperative 2001 - July 2013
Chadbourne & Parke LLP 2008 - 2009
The Law Office of Wei-Li Tjong 2006 - 2008
AllianceBernstein 2004 - 2006
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1998 - 2004
Skills
Securities, Corporate Law, Hedge Funds, Joint Ventures, Licensing, Private Equity, Due Diligence, Venture Capital, Alternative Investments, Securities Regulation, Corporate Governance, Negotiation, Mediation, Administrative Law, Asset Management, Investments, Investment Management, Cross-border..., Alternative Dispute..., Mergers & Acquisitions, Start-ups, Trade Secrets
Education
New York University School of Law 1997 — 2000
Juris Doctor, with Honors
The Johns Hopkins University 1993 — 1997
B.A. with Honors, English and Comparative Literature
The Dalton School 1987 — 1993
CORE Lending November 2013 - Present
Blue Ribbon Agent December 2007 - Present
AmeriPro Funding January 2012 - November 2013
Home Loan Specialists, Inc. January 2008 - January 2012
AmREIT February 2008 - December 2008
AllianceBernstein March 1998 - July 2007
Evergreen Investments August 1994 - March 1998
First Union National Bank June 1989 - August 1994
Skills
Mortgage Lending, Real Estate, First Time Home Buyers, Strategic Financial..., Selling Skills, Investments, Mortgage Marketing, Refinance, Loans, Selling, Residential Homes, Referrals, Sales, Training, USDA, Finance, Marketing, Residential Mortgages, Small Business, Commercial Mortgages, Commercial Real Estate, Investors, Portfolio Management, Foreclosures, Investment Properties, Business Planning, Sellers, Real Estate Economics, Management, Real Estate Transactions, Single Family Homes, New Homes, Loan Origination, REO, FHA, Credit, Short Sales, Mortgage Banking, Property Management, Relocation, Buyers, Certified Mortgage..., Reverse Mortgages, Real Estate Financing, VA loans, FHA financing, Construction Loans
Education
Oklahoma State University 2001 — 2007
M.S., Financial Planning
Wake Forest University 1985 — 1989
B.A., Economics and Politics
AllianceBernstein March 2014 - Present
Royal Bank of Scotland July 2012 - December 2013
Deloitte January 2011 - June 2012
Milligan & Company, LLC November 2009 - December 2010
Ernst & Young January 2007 - October 2008
Skills
Financial Reporting, Accounting, Auditing, IFRS, Internal Controls, Risk, Audit, Internal Audit, Financial Analysis, Compliance, Corporate Finance, Big 4, SEC Financial Reporting, PowerPoint, Microsoft Word, Microsoft Excel, Oracle SQL, Financial Services, SOX 404, Banking, Member of AICPA, SEC filings, Due Diligence, Finance, Valuation, Analysis, CPA, Process Improvement, Financial Modeling, Budgets, Financial Accounting, Sarbanes-Oxley Act, GAAP, US GAAP, External Audit, Tax, IT Audit, SPSS, Oracle, Risk Management, Sarbanes-Oxley, Enterprise Risk..., Assurance, Financial Audits, Business Valuation, Private Equity, Variance Analysis, Consolidation, Account Reconciliation, General Ledger
Education
NYU Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Virginia 2008 — 2009
Master, Accounting
Oxford Brookes University 2003 — 2007
Bachelor, Accounting
University of International Business and Economics 2003 — 2007
Bachelor, Business Administration and Management, General
AB September 2015 - Present
AllianceBernstein May 2011 - Present
AllianceBernstein August 2006 - May 2011
Skills
Fixed Income, Trading Systems, Quantitative Finance, Credit Derivatives, Derivatives, Equities, Portfolio Management
Education
New York University
MS, Math Finance
The Cooper Union for the Advancement of Science and Art
BS, Electrical Engineering
AllianceBernstein March 2003 - Present
Qwest Internet Solutions March 1999 - July 2000
Goldman Sachs May 1997 - February 1999
Skills
Microsoft SQL Server, XML, SOA, SDLC, SQL, WCF, Business Analysis, ASP.NET, WinForms, JavaScript, C#, VBA, Software Project..., Requirements Analysis, Business Intelligence, Data Warehousing, .NET, Agile Methodologies
Education
Polytechnic University
MS, Computer Science
Polytechnic University
BS, Computer Science, Summa Cum Laude
Och-Ziff Capital Management June 2013 - Present
Credit Suisse August 2012 - May 2013
AllianceBernstein May 2012 - August 2012
Commerzbank AG March 2005 - May 2012
Skills
Derivatives, Capital Markets, Fixed Income, Governance, Hedge Funds, Investment Banking, Securities, Due Diligence, Bloomberg, Financial Services, Structured Finance, Risk Management, Structured Products
Education
New York University
BA, Psychology
AllianceBernstein June 2013 - Present
AllianceBernstein June 2012 - August 2012
4CAST September 2011 - May 2012
CDW May 2011 - March 2012
MetroPlus Health Plan June 2009 - August 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Research, Social Media, SEO, Financial Modeling, Nonprofits, Financial Analysis, Bloomberg
Education
New York University 2009 — 2013
Economics, Business Studies
Accenture January 2013 - Present
AllianceBernstein September 2012 - December 2012
MicroStrategy July 2009 - August 2011
SchoolNet (now Pearson Education) August 2006 - November 2008
Ernst & Young September 2003 - February 2005
Department of Transportation, City of New York April 1998 - April 2002
Office of the Mayor of the City of New York 1996 - 1997
New York State Senate August 1995 - December 1996
Business Council for the United Nations 1993 - 1993
Skills
CRM, Analysis, Sales Operations, Sales Process, Proposal Writing, Sales Management, Public Speaking, MicroStrategy Desktop:..., MS Office Suite, Sales, Marketing Strategy, Business Strategy, Business Development, Strategy, Microsoft Office, Government, Training, Product Marketing, Process Improvement, Editing, Event Management, Research
Education
Northwestern University 1983 — 1987
B.A., Political Science
Milton Academy 1979 — 1983
Buckley
American Express June 2010 - December 2010
Consultant October 2008 - June 2010
AllianceBernstein May 2007 - October 2008
AllianceBernstein July 2006 - May 2007
Syracuse University January 2005 - May 2006
The Daily Orange August 2003 - January 2006
Global Finance Magazine June 2005 - August 2005
Time Inc. June 2004 - August 2004
Skills
Project Management, Marketing
Education
Syracuse University 2002 — 2006
B.S., Newspaper Journalism, Political Science
Northwestern University 2001 — 2001
The National High School Institute for Journalism
Societe Generale May 2013 - Present
Deutsche Bank June 2012 - April 2013
InDorse Technologies July 2011 - May 2012
AllianceBernstein July 2006 - June 2011
EmblemHealth October 2005 - July 2006
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company August 2003 - October 2005
Various Clients April 2002 - August 2003
Longitude September 2001 - March 2002
Riversoft January 2000 - May 2001
Philip Morris February 1998 - June 1999
Skills
Teamwork, Wireless, Remote Access, CCIE, Project Management, Information Security, Emerging Technologies, Project Planning, Security, McAfee, Healthcare, Firewalls, VPN, Networking, Network Security, Cisco Technologies, Troubleshooting, Vendor Management, Management, Network Administration, IT Strategy, SaaS, Sales, Business Analysis, Leadership, Network Design, Disaster Recovery, CISSP, Active Directory, Windows, Cloud Computing, Network Architecture
Education
Norwich University 2009 — 2011
MBA
Yeshiva University 1996 — 2000
BS, Management Information Systems
Yeshiva Shor Yoshuv 1994 — 1996
Boys Torah High School of Connecticut
Chofetz Chaim
Ecolab January 2015 - Present
Ecolab May 2013 - January 2015
Ecolab July 2011 - April 2013
AllianceBernstein January 2010 - July 2011
AllianceBernstein June 2007 - December 2009
AllianceBernstein June 2005 - May 2007
AllianceBernstein August 2003 - May 2005
Skills
Competitive Analysis, Cross-functional Team..., Product Launch, Leadership, Marketing Strategy, Financial Analysis, Market Analysis, Teamwork, Segmentation, Strategy, Marketing, Market Research, Business Strategy, Marketing Management, Forecasting, Brand Management, Pricing, Product Marketing, Customer Insight, Product Development
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Marketing, Finance, and Strategic Management
North Dakota State University 1998 — 2002
Bachelor of Science, English
AllianceBernstein January 2014 - Present
C.H. Robinson Worldwide, Inc. May 2012 - January 2014
C.H. Robinson Worldwide, Inc. January 2012 - May 2012
Enterprise Rent-A-Car June 2011 - August 2011
Westrock Pool & Spa June 2009 - August 2010
Spyder Active Sports November 2007 - August 2008
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Negotiation, Marketing, Management, Facebook, Social Media, Sales, Social Media Marketing, Microsoft Office, Public Relations, Account Management, Marketing Communications, Public Speaking
Education
New York University 2013 — 2014
Professional Certificate, Portfolio Management
State University of New York at Albany 2008 — 2012
Bachelors Degree, Business & Communication
Deutsch June 2015 - Present
Publicis November 2014 - June 2015
360i July 2014 - November 2014
360i June 2013 - June 2014
Blue Engine Marketing, Inc. January 2013 - June 2013
Gagosian Gallery September 2012 - December 2012
AllianceBernstein June 2012 - September 2012
The Cluen Corporation February 2012 - June 2012
Skills
Social Media, Fashion, Visual Merchandising, Account Management, Microsoft Office, Project Management, Sales, Customer Service, Marketing, PowerPoint, Facebook, Public Relations, Galleries, Email Marketing, Event Planning, Advertising
Education
New York University 2009 — 2013
Bachelor of Science, Media, Culture and Communications
Neuberger Berman July 2006 - Present
Lehman Brothers (IMD Division became Neuberger Berman) July 2006 - 2008
Goldman Sachs Asset Management 2003 - 2006
PAICR 2003 - 2006
AllianceBernstein 2000 - 2003
Tanaka Capital Management 1996 - 1998
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Build successful teams
Education
New York University 1992 — 1996
BA, Philosophy and Political Science
Cognizant May 2015 - Present
Western Union May 2014 - April 2015
Forsythe Technology April 2013 - May 2014
Western Union July 2011 - April 2013
HSBC - Security & Fraud Risk August 2009 - June 2011
HSBC November 2006 - August 2009
AllianceBernstein November 2004 - November 2006
AllianceBernstein February 2001 - November 2004
Education
Niagara University 1995 — 1998
BS, Criminology
Keller Williams Realty 2010 - Present
AllianceBernstein 1998 - 2009
The Capital Group/American Funds 1992 - 1998
Skills
Employee Relations, Human Resources, Recruiting, Personnel Management, Performance Management, Team Building, Organizational..., Employment Law, Talent Management, Employee Benefits, Onboarding, Leadership Development, Training, Employee Training, Deferred Compensation, Talent Acquisition, Buyer's Agent, Contract Negotiation, First Time Home Buyers, New Home Purchase, Real Estate, Investment Properties, Interviews, Management, Leadership, Organizational..., Real Estate Transactions, Strategic Planning, Residential Homes, Referrals, Seniors, Marketing, Hiring, Relocation, New Homes, Sales Management
Education
Southern Methodist University - Cox School of Business 1990 — 1991
Master of Business Administration (M.B.A.)
Oklahoma State University 1985 — 1989
BS, Journalism, Concentration in Advertising
Millennium Partners August 2011 - Present
AllianceBernstein June 2001 - August 2011
Kenzer Corp March 2000 - June 2001
Skills
XML, Java, Oracle, Perl, Sybase, AJAX, Apache, Business Analysis, Database Design, Databases, Equities, HTML, Fixed Income, T-SQL, JavaScript, JSP
Education
Pace University 2003 — 2005
MS, Information Systems
Pace University 1997 — 2001
BS, Computer Science
Citi June 2014 - Present
Creative Solution Associates, Inc. October 2012 - February 2014
Bank of America February 2010 - October 2012
Tekmark Global Solutions October 2009 - February 2010
MetLife April 2003 - June 2009
Creative Solution Associates, Inc. August 2002 - April 2003
Merrill Lynch October 2000 - July 2002
AllianceBernstein October 1999 - September 2000
Merrill Lynch May 1987 - September 1999
Skills
SDLC, Change Management, Business Analysis, Risk Management, Oracle, Project Management, Business Intelligence, Portfolio Management, Microsoft SQL Server, Team Leadership, Databases, Analysis, Data Modeling, Management, Solution Architecture, ITIL, IT Strategy, Leadership, Vendor Management, Testing, Outsourcing, Strategy, Disaster Recovery, CRM, Java, DB2, IT Management, Enterprise Architecture, Software Project..., Integration, SharePoint, Requirements Analysis, Visio, Data Center, Software Development, PMO, Program Management, Project Portfolio..., Requirements Gathering, ETL, Product Management, Business Requirements
Education
Brooklyn Technical High School
College of Staten Island
New York City College of Technology
New York University
AllianceBernstein October 2007 - September 2008
The College Board January 2007 - October 2007
fX 1994 - 1996
Education
New York University 1987 — 1991
AB July 2015 - Present
AllianceBernstein June 2013 - Present
EcoHealth Alliance September 2012 - January 2013
Lancome January 2012 - May 2012
Skills
Series 7, Microsoft Excel, Economics, Marketing, Capital Markets, Asset Management, Public Speaking, Social Media
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Newton North High School 2005 — 2009
RBC Wealth Management December 2014 - Present
Chevy Chase Trust May 2012 - November 2014
GWU African Business Association April 2013 - April 2014
AllianceBernstein 2011 - 2012
Terrapinn 2010 - 2011
Education
The George Washington University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), International Finance/Investment Analysis
New York University 2005 — 2009
B.A.
TD Ameritrade Institutional October 2014 - Present
AXA US January 2014 - October 2014
TD Ameritrade Institutional June 2011 - December 2013
Morgan Stanley February 2011 - April 2011
AllianceBernstein June 2010 - November 2010
NYU Infant Cognition and Communication Lab January 2010 - May 2010
Skills
Series 7, Series 66, Research, Marketing Research, Practice Management, CRM, Investments, Strategy, Business Development, Cross-functional Team..., Business Strategy, Management, Wealth Management, Finance
Education
New York University
Southern Regional High School
BlackRock October 2009 - Present
Rydex Investments January 2008 - January 2009
Rydex Investments August 2002 - January 2008
AllianceBernstein July 1999 - August 2002
Deutsche Bank Securities February 1998 - July 1999
American Century Investments February 1996 - February 1998
Mainstay Asset Management 1994 - 1996
Federated Investors 1991 - 1994
Merrill Lynch 1987 - 1990
Skills
Risk Management, ETFs, Separately Managed..., Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Series 24, Investment Strategies, Wealth Management, Investments, Asset Managment, Series 65, Investment Advisory
Education
Old Dominion University 1981 — 1986
Bachelor of Arts, International Affairs, Business Mgmt & Marketing
Universite de Grenoble 1984 — 1985
St. Mary Star of the Sea 1969 — 1973
General Mills August 2014 - Present
General Mills 2013 - 2013
Mizuho Capital Markets Corp. June 2011 - July 2012
Mizuho Capital Markets Corp. June 2010 - June 2011
Grey Group November 2009 - June 2010
AllianceBernstein September 2008 - August 2009
Credit Suisse June 2007 - June 2008
BNP Paribas June 2004 - August 2004
Mobile Media Enterprises July 2003 - August 2003
Skills
Brand Management, General Management, Marketing Strategy, Financial Modeling, Business Strategy, Business Analysis, Finance, Financial Analysis, Digital Media, Ethnography, Design, Asset Management, Valuation, Capital Markets, Investments, Corporate Finance, Equities, Due Diligence, Credit Risk
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.) & Masters of Engineering Management (M.E.M.)
Emory University, Goizueta Business School 2003 — 2007
BBA, Finance & Real Estate
The Lawrenceville School 2000 — 2003
NYU - School of Continuing & Professional Studies 2010 — 2010
AllianceBernstein May 1992 - Present
AllianceBernstein May 1992 - Present
Skills
Personal Finance, Strategic Financial..., Private Equity, Entrepreneurship, Management, Asset Managment, Business Development, New Business Development
Education
Northwestern University - Kellogg School of Management 1978 — 1980
Master of Business Administration (M.B.A.), Marketing
University of Maryland College Park 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Economics
Deloitte & Touche LLP 2010 - Present
Aberdeen Asset Management 2005 - 2009
Deutsche Asset Management 1997 - 2005
AllianceBernstein 1993 - 1997
Skills
Certified Public..., CPA, Fixed Income, Asset Managment, Investments, Alternative Investments, Capital Markets, Due Diligence, Portfolio Management, Equities, Investment Management, Financial Analysis, Risk Management, Strategy, Asset Management, Valuation, Private Equity, Financial Services, Financial Modeling, Hedge Funds, Corporate Finance, Mergers & Acquisitions
Education
New York University
B.S., Accounting
Not for Profit July 2013 - Present
Goldman Sachs July 2010 - July 2013
AllianceBernstein May 2007 - July 2010
Goldman Sachs June 1995 - May 2007
Skills
Financial Analysis, Trading Systems, Fixed Income, Equities, Alternative Investments, Bloomberg, Derivatives, Finance, Prime Brokerage, Hedge Funds, Leadership, Capital Markets, Sybase, Equity Derivatives, Electronic Trading, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance & Entrepreneurship
New York University - Polytechnic School of Engineering 1991 — 1995
BS, Electrical Engineering
Guilder Group LLC 2013 - Present
AllianceBernstein 2011 - 2012
Bessemer Trust 2008 - 2010
Clay Finlay Inc 2002 - 2008
Scudder Stevens and Clark / Zurich Scudder Investments (Now Deutsche Asset Management) 1994 - 2002
US Trust 1991 - 1994
Drexel Burnham Lambert 1987 - 1990
Skills
Portfolio Management, Equities, Equity Research, Wealth Management, Strategy, Financial Services, Risk Management, Asset Allocation, Economics, Chartered Financial..., Thought Leadership, Research Management, Client Relations Skills, options, public speaking, Client Presentation, research manage, Meditation, Mutual Funds, ETFs, Investment Strategies, Asset Management
Education
New York University
MA
New York University
BA
Cowen and Company October 2012 - Present
RBC Capital Markets / Macquarie Capital (USA) July 2009 - December 2011
AllianceBernstein August 2007 - March 2009
Bear Stearns August 2004 - August 2007
Skills
Financial Modeling, Equities, Equity Research, Valuation, Investments, Bloomberg, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Capital Markets, Financial Reporting, Asset Management, Due Diligence, Portfolio Management, Sell Side, Equity Valuation, Emerging Markets, Hedge Funds, Proprietary commercial..., Aerospace & defense..., Corporate Access, Mentoring, Earnings Analysis, Coverage Initiation
Education
Ohio Wesleyan University 1997 — 2001
Bachelor of Arts, Major: Economics & Management; Minors: Math and Psychology
Neuberger Berman September 2011 - Present
Morgan Stanley 2007 - November 2011
HSBC September 2006 - November 2007
AllianceBernstein 1999 - 2006
Skills
Talent Management, Capital Markets, Vendor Management, Employee Engagement, Onboarding, Performance Management, Training, Equities, Succession Planning, Organizational..., Financial Services, Leadership Development, Management Consulting, Organizational Design, Talent Acquisition
Education
Masters of Business Administration 2000 — 2003
Pace, Lubin School of Business
University of Scranton 1994 — 1998
BS, Economics & Political Science
iCoach NYC
Certificate in Professional Coaching, Executive Coaching
New York University
Professional Certificate, Leadership & Organizational Development
United Central Bank July 2011 - Present
CompuCom April 2011 - July 2011
Bank of America November 2010 - March 2011
Expedia, Inc. May 2007 - March 2010
AllianceBernstein June 2006 - February 2007
Citi January 2005 - May 2006
Power Moves Inc January 2004 - January 2005
Northrop Grumman Corporation January 2002 - January 2004
Stream InternationalDec January 2001 - March 2002
Skills
Information Technology, IT Infrastructure..., IT Operations Management, IT Ops, Active Directory, Windows Server, Servers, Microsoft Exchange, Cisco Technologies, Network Administration, XP, Operating Systems, Switches, Routers, Troubleshooting, Technical Support, Security, Software Documentation, Windows XP, Networking, Hardware, Software Installation, System Administration
Education
North Lake College 2002 — 2009
Associate Degree, Computer Science
AOL March 2015 - Present
Time Warner Cable August 2013 - March 2015
Asurion October 2009 - July 2013
AllianceBernstein September 2007 - December 2007
Neathawk Dubuque & Packett May 2006 - August 2006
Skills
Brand Awareness, Brand Equity, Organization, Time Management, Marketing Strategy, Marketing Communications, Direct Marketing, Brand Development, Market Research, Integrated Marketing, Advertising, Creative Direction, Social Media Marketing, Management, Account Management, Marketing, Product Marketing, Brand Management, B2B, Mobile Marketing, Marketing Management, Trade Shows, Multi-channel Marketing, Branding, Event Planning, Creative Strategy, Retail, Marketing Research, Corporate Branding, Online Marketing
Education
New York University 2007 — 2009
Master's Degree
Virginia Polytechnic Institute and State University - Pamplin College of Business 2003 — 2007
Bachelor's Degree
Christie's International Real Estate 2013 - Present
AllianceBernstein July 2012 - 2013
Event Planner July 2008 - July 2012
Apple, Inc August 2006 - January 2008
Blue Shield of California August 2004 - September 2005
Skills
Spanish, Event Planning, Microsoft Office, Customer Service, Management, Administration, Program Management, Communication Training, Event Management, Salesforce.com, Outlook, PowerPoint, System Administration, Data Entry, Research, Social Media, Social Media Marketing, Public Speaking, Customer Relations, Executive Communications, HootSuite
Education
New York University 2015 — 2017
Master’s Degree, Project Management
University of California, Davis 2003 — 2008
BA, Chicano Studies
The Associação Cultural Brasil-Estados Unidos 2008 — 2008
Portuguese language, the African Diaspora & Media.
Saint Louis University in Madrid 2007 — 2007
Spanish Literature & History
Universidad Nacional de Cuyo 2005 — 2005
Spanish Language and Argentinian Culture
Universidad de Cantabria 2004 — 2004
Spanish language
6 Degrees Communications June 2012 - Present
FleishmanHillard August 2014 - November 2014
New York City Economic Development Corporation 2012 - June 2012
United Nations Global Compact September 2011 - December 2011
MTV Networks May 2011 - August 2011
Benvenuti Public Relations February 2011 - May 2011
AllianceBernstein August 2008 - July 2010
SNW Asset Management January 2007 - July 2008
Bernie Sanders for U.S. Senate January 2006 - November 2006
Skills
Social Media, Government Affairs, Strategic Public..., Media Relations, Public Affairs, Writing, Book Promotion, Hospitality Public..., Corporate Social..., Political Campaigns, Marketing, Public Administration, Public Relations, Government, Newsletters, Research, Reputation Management, Leadership, Press Releases, Management, Editing
Education
New York University 2010 — 2012
M.S., Public Relations and Corporate Communication
Saint Michael's College 2003 — 2006
B.A., Journalism and Mass Communication
AllianceBernstein February 2014 - Present
Advisors Asset Management, Inc. January 2012 - September 2013
Apple Retail September 2010 - December 2011
Best Buy September 2005 - August 2010
Cold Stone Creamery May 2004 - September 2006
Skills
iWork, iLife, Finance, Customer Service, Retail, Investments, Microsoft Office, PowerPoint, Strategic Financial..., Financial Analysis, Microsoft Excel, Sales, Microsoft Word, Customer Satisfaction, Public Speaking, Time Management
Education
The University of Texas at San Antonio 2009 — 2012
Business, Finance, 3.0
Northwest Vista College 2004 — 2008
Associate of Arts (A.A.), Business Administration and Management, General, 3.5
CFA Institute July 2013 - October 2014
Makovsky January 2013 - May 2013
AllianceBernstein February 2008 - July 2012
The Princeton Review April 2007 - October 2007
Genworth Financial 2006 - 2007
Skills
Public Relations, Strategic Communications, Social Media, Research, Public Speaking, Marketing Communications, New Business Development, Proposal Writing, Project Management, Management, Business Planning, Sales, CisionPoint, Factiva
Education
New York University 2012 — 2014
Master of Science (MS), Public Relations and Corporate Communication
Royal Holloway, U. of London 2002 — 2005
Bachelor of Arts (B.A.), History
AIG September 2014 - Present
Barnes & Noble January 2014 - September 2014
PIMCO October 2012 - January 2014
UBS July 2010 - October 2012
MBIA February 2009 - July 2010
UBS July 2006 - February 2009
AllianceBernstein July 1999 - July 2006
Yale University October 1997 - July 1999
Oxford Health Plans June 1995 - October 1997
The Hartford Insurance Group June 1993 - June 1995
Skills
PL/SQL, Data Modeling, Database Design, Data Warehousing, ETL, SDLC, Oracle, Databases, Software Development, SQL, SOA, Data Migration, SQL Tuning, Microsoft SQL Server, Agile Methodologies
Education
New York University - Polytechnic School of Engineering
M.S., Computer Science
FTI Consulting September 2015 - Present
FTI Consulting June 2014 - August 2014
AllianceBernstein June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Thomson Reuters June 2010 - August 2011
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Political Science, Business Institutions, and Entrepreneurship
Mamaroneck High School
Sciences Po
European Union Studies
Dun and Bradstreet September 2014 - Present
AllianceBernstein January 2011 - August 2014
AllianceBernstein April 2009 - December 2010
AllianceBernstein May 2005 - March 2009
AllianceBernstein September 2004 - May 2005
Northwestern Mutual Financial Network October 1994 - August 2004
Marsetta Lane Staffing August 1992 - October 1994
Skills
Talent Management, Recruiting, Performance Management, Employee Relations, Program Management, Onboarding, Human Capital, Financial Services, Talent Acquisition, Applicant Tracking..., Executive Search, Employee Benefits, Human Resources, College Recruiting, Recruitment Process..., Diversity & Inclusion, FMLA / ADA / EEO, Workplace Policies, Internal Mobility, Compensation & Benefits...
Education
New York University 2008 — 2008
Human Resources Management
West Virginia University 1987 — 1991
BSJ, Journalism / Political Science
West Mifflin Area High School
PepsiCo August 2010 - Present
PepsiCo December 2008 - August 2010
IT Recruiting Solutions November 2005 - December 2008
Bristol Technology January 2004 - April 2005
UBS Investment Bank 2000 - 2002
AllianceBernstein 1998 - 2000
Education
Pace University
BBA, Finance 3.6
J.P. Morgan July 2015 - Present
Morgan Stanley August 2010 - July 2015
AllianceBernstein August 2005 - July 2010
Skills
Wealth Management, Business Development, Business Strategy, Marketing Strategy, Project Management, Entrepreneurship
Education
New York University 2006 — 2007
Professional Certificate in Financial Analysis
North Dakota State University 2003 — 2005
M.S., Mathematics
National University of Uzbekistan 1998 — 2002
B.S., Mathematics
Coach April 2013 - Present
Nintendo of America March 2009 - March 2013
AllianceBernstein May 2008 - October 2008
Morgan Stanley March 2005 - April 2008
Education
New York University 2002 — 2005
B.A., Economics
Bank of America June 2011 - Present
AllianceBernstein April 1998 - August 2011
AIG 1992 - 1998
Skills
Microsoft SQL Server, Databases, Database Design, SQL, Software Development, Sybase, SQL Tuning, SSIS, Visual Basic, Data Modeling, Replication, Performance Tuning, SSRS, Data Warehousing, Business Analysis, ETL, Disaster Recovery
Education
New York University 1984 — 1986
Master, Computer Science
BlackRock April 2011 - Present
AllianceBernstein June 2001 - April 2011
CDNOW 2000 - 2001
Canon, Inc. January 1998 - February 2000
Harris Select Communications January 1996 - January 1998
Skills
Strategic Planning, Employee Training, Asset Managment, Performance Management, Vendor Management
Education
Old Dominion University 1996 — 1999
Bachelor of Science, Business Administration
Johns Hopkins University School of Nursing September 2014 - Present
Johns Hopkins Hospital May 2014 - Present
Johns Hopkins University School of Nursing June 2012 - December 2013
AllianceBernstein October 2007 - February 2012
AllianceBernstein August 2004 - October 2007
Skills
Certified Information..., Certificate in Oracle..., Certified in Risk and..., Disaster Recovery, Risk Management, CISA, CRISC, Business Continuity, IT Management, Information Technology, SharePoint, ITIL, IT Strategy, IT Audit, Governance, Enterprise Architecture, Vendor Management, Information Security..., SDLC, Business Process..., Business Analysis, IT Service Management, Patient Safety, Healthcare, Nursing, Registered Nurses, Patient Education, Patient Advocacy
Education
Johns Hopkins University School of Nursing 2012 — 2013
Bachelor of Science (B.S.), Nursing Science, RN
New York University 2009 — 2010
Oracle 10 Database Administration Certificate
Johns Hopkins University School of Engineering 1998 — 2001
Master's of Science, Systems Engineering
CUNY Baccalaureate Program 1989 — 1993
Biochemistry, BS, Biochemistry and Molecular Biology
AllianceBernstein June 2013 - Present
AllianceBernstein June 2010 - May 2013
AllianceBernstein June 2008 - June 2010
Time Warner June 2007 - August 2007
OrbiMed Advisors January 2006 - June 2006
Skills
Mutual Funds, High Yield, Bloomberg, Capital Markets, Fixed Income, Hedge Funds, Credit, Asset Management, Financial Modeling
Education
New York University 2004 — 2008
BS, Finance
New York University - Leonard N. Stern School of Business 2004 — 2008
BS, Finance
Loews Corporation May 2012 - Present
AllianceBernstein July 2007 - February 2012
Skills
C#, Java, Portfolio Management, Equities, Investments, Sybase, ASP.NET MVC, VB.NET, VBA, .NET, Asset Management, Financial Analysis, SQL, Financial Systems, Visual Studio, Business Analysis, Microsoft SQL Server
Education
Polytechnic University 2003 — 2007
Bachelor of Science (B.S.), Computer Science
Deutsche Asset Management September 2011 - Present
Colmena Hospitality Group May 2010 - Present
Deutsche Asset Management October 2009 - Present
Future Path Energy January 2009 - October 2009
Alliance Growth Equities, a Division of AllianceBernstein, L.P December 2007 - November 2008
Alliance Bernstein 2004 - 2008
AllianceBernstein March 2004 - December 2007
Citi Smith Barney June 1997 - March 2004
Skills
Equities, Equity Research, Hedge Funds, Asset Managment, Investments, Alternative Investments, Bloomberg, Portfolio Management, Financial Modeling, Private Equity, Fixed Income, Capital Markets, Valuation, Series 7, Emerging Markets
Education
Oberlin College 1989 — 1993
Bachelor of Arts (B.A.), History
Northfield Mount Hermon School 1986 — 1989
AllianceBernstein November 1998 - Present
HBO (Home Box Office) May 1995 - November 1998
Salomon Brothers May 1993 - May 1995
Skills
Asset Managment, Equities, Talent Management, Recruiting, Asset Allocation, Human Capital, Employee Relations, Finance, Personnel Management, Investments, Fixed Income, Asset Management, Hedge Funds, Deferred Compensation, Project Management, Human Resources, Alternative Investments, Temporary Placement, Employee Benefits, Portfolio Management, Mergers & Acquisitions, Fund Of Funds
Education
New York University
MBA, Management and International Business
AllianceBernstein December 2013 - Present
W.P. Stewart Asset Management (NA) Inc. August 2009 - December 2013
Citi Capital Advisors (previously Citi Alternative Investments) May 2008 - July 2009
W.P. Stewart Asset Management (NA) Inc. March 2006 - March 2008
Robeco Investment Management July 2005 - February 2006
AIG Global Investment Group 2003 - 2004
Skills
Hedge Funds, Alternative Investments, Marketing, Series 7, Series 63, Asset Management, Product Management, Financial Services, Equities
Education
Pace University 1997 — 2001
B.A., Political Science
Millennium Management August 2014 - Present
AllianceBernstein July 2005 - Present
Alliance Bernstein, LP 2005 - Present
Societe Generale August 2000 - July 2005
Skills
Disaster Recovery, Data Center, Enterprise Architecture, ITIL, Infrastructure, Management, NetBackup, Netbackup, SDLC, SQL, Solaris, Sybase, Unix, Vendor Management, Virtualization, Visio, Windows, Business Analysis, Linux
Education
Polytechnic University 1995 — 1998
Master's degree, Computer Science
Oliver Wyman October 2014 - Present
Horizon Media May 2011 - October 2014
MKG 2009 - 2010
AllianceBernstein February 2004 - 2008
Skills
Event Management, Production, Planning, Promotions, Contract Negotiation, Event Planning, Proposal Writing, Management, Marketing, Project Planning, Budgets, Social Media Marketing, Advertising, Marketing Communications, Sponsorship, Social Media, Integrated Marketing
Education
Northwestern University
BA, Economics
AllianceBernstein LP September 2009 - Present
AllianceBernstein September 2007 - September 2009
AllianceBernstein LP June 2004 - August 2007
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Business Administration and Management, General
New York University 2000 — 2004
Bachelor's degree, Economics
New York University 2000 — 2004
Bachelor's degree, Journalism
The Boston Consulting Group September 2014 - Present
J.P. Morgan May 2012 - August 2014
BLN Partners September 2009 - May 2012
UTSI July 2007 - September 2009
Bank of New York November 1999 - July 2007
AllianceBernstein December 1998 - November 1999
Sybase December 1997 - November 1998
Bear Stearns April 1993 - November 1997
Skills
Fixed Income, Derivatives, Equities, SDLC, Business Analysis, Market Data, Loans, Risk Management, Trading Systems, Bloomberg, Project Management, Investment Banking, Reference Data, MBS, Trading, Portfolio Management, Prime Brokerage, Risk Management..., Credit Risk, Market Risk, Dodd-Frank, Security Master, Market Data Management, Compliance, Sybase, Hedge Funds, Back Office, Securities
Education
Polytechnic University 1980 — 1984
Bachelor of Science (B.S.), Computer Science, Computer Engineering Minor
J.P. Morgan July 2012 - Present
AllianceBernstein April 2001 - July 2012
OnMoney.Com April 2000 - April 2001
MetLife April 1998 - April 2000
Anderson Consulting May 1997 - April 1998
AT&T October 1995 - May 1997
Skills
Trading Systems, Electronic Trading, Equities, Equity Trading, Hedge Funds, Middle Office, Bloomberg, Trading
Education
University of New Orleans 1992 — 1994
MS, Mechanical Engineering
Osmania University 1988 — 1992
BS, Mechanical Engineering
vidyodaya high school 1979 — 1986
Hartford Funds March 2013 - Present
AllianceBernstein April 2012 - July 2012
AllianceBernstein January 2010 - April 2012
AllianceBernstein March 2004 - January 2010
AllianceBernstein January 1999 - March 2003
Skills
Alternative Investments, Asset Management, Asset Managment, Equities, Business Development, Executive Management, Investment Management, Leadership, Management, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Product Development, Product Management, Relationship Management, Retail, Sales, Sales Management, Separately Managed..., Strategy, Talent Management, Wealth Management, Asset Allocation, Series 7
Education
Occidental College 1988 — 1992
BA, Diplomacy and World Affairs, Minor in Asian Studies
Phillips Academy, Andover 1986 — 1988
E*TRADE Financial Corporation September 2014 - Present
E*TRADE Financial October 2008 - August 2014
AllianceBernstein July 2005 - September 2008
Ameriprise Financial Advisors 2001 - 2005
American Express Financial Advisors 1999 - 2001
The Newark Group 1993 - 1999
US Army 1986 - 1993
Skills
Mutual Funds, Financial Services, Series 7, Wealth Management, Series 63, Series 24, Uniform Combined State..., Investments, Strategic Financial..., Asset Allocation, Asset Managment, Process Improvement, Retirement
Education
United States Military Academy at West Point 1982 — 1986
BS, Civil Engineering
New York University 2010 — 2011
Certificate, Leadership and Organizational Development
Westbrook High School 1978 — 1982
IDEO September 2014 - Present
Morgan Stanley Investment Management 2005 - September 2014
Iron Creative Communication March 2012 - August 2014
IBM, AT&T, Weylock Associates November 2002 - February 2005
AllianceBernstein May 2002 - October 2002
Morgan Stanley Investment Management April 2000 - May 2002
Larchmont Chronicle 1992 - 1996
Larchmont Chronicle 1992 - 1996
Skills
Marketing Communications, Project Management, Creative Solutions, Strategy, Creative Writing, Leadership, Humor, Creative Problem Solving, Critical Thinking, Branding & Identity, Creativity Skills, Visual Communication, Social Media, Content Strategy, Public Relations, Digital Marketing, Digital Strategy, Campaign Launch, Analytics, Marketing, Artists, Marketing Strategy, Advertising, Strategic Planning, Creative Direction, Product Marketing, Storytelling, Team Leadership, Art
Education
New School For Social Research 1997 — 1999
Master's degree, Philosophy, Psychoanalysis and Cultural Theory
Occidental College 1991 — 1995
Bachelor of Arts (BA), English and Comparative Literary Studies
Principia
Neuberger Berman February 2013 - Present
Merrill Lynch September 2011 - October 2012
AllianceBernstein January 2008 - September 2011
CreditSights Inc. January 2006 - January 2008
Kiehl's Since 1851 September 2005 - December 2005
Morgan Stanley May 2005 - August 2005
Skills
Series 7, Series 66, Product Marketing, Marketing Communications, Mutual Funds, 529 Plans, Hedge Funds, Alternative Investments, Strategic Communications, Investor Relations..., Uniform Combined State..., Investment Management, Marketing
Education
New York University
Bachelor of Science, Communications and Media
Credit Suisse April 2010 - Present
AllianceBernstein July 2008 - April 2010
UBS 2006 - 2008
JPMorgan Chase 2002 - 2006
Education
New York University
MBA, Finance
University at Albany, SUNY
BS, Computer Science & Math
AllianceBernstein August 2012 - Present
Skills
Fixed Income Research, Public Finance, Fixed Income, Credit Analysis, Research, Credit, Fixed Income Analysis, Bonds, Credit Rating, Economics, Capital Markets, Analysis, Mutual Funds, Financial Modeling, Bloomberg, Portfolio Management
Education
New York University 2003 — 2006
MPA
University at Buffalo 1996 — 2000
BA
Brooklyn Technical High School 1992 — 1996
AllianceBernstein October 1999 - Present
Chase Manhattan Bank July 1994 - August 1999
Education
Northwestern University 1989 — 1994
BS, Industrial Engineering
Loyola School 1985 — 1989
Manulife Asset Management March 2014 - Present
AllianceBernstein October 2000 - February 2014
Priceline Webhouse Club August 2000 - October 2000
Paros Business Partners May 1997 - August 2000
NewMedia March 1996 - May 1997
Gregory Pruden & Associates February 1995 - March 1996
Unlimited Solutions May 1994 - February 1995
Skills
Business Analysis, Fixed Income, Equities, SDLC, Derivatives, Trading Systems, Vendor Management, Management, Asset Management, Requirements Gathering
Education
Otterbein University 1990 — 1994
BS, Computer Science
Cammack Retirement Group January 2013 - Present
Cammack Retirement Group November 2012 - December 2013
BlackRock 2005 - June 2012
AllianceBernstein 2000 - 2005
The Olayan Group 1996 - 2000
First Investors Management Company 1984 - 1996
Skills
Fixed Income, Investment Strategies, Asset Allocation, Equities, Mutual Funds, Asset Managment, Investment Advisory, Portfolio Management, Equity Research, Option Valuation, Private Client Services, Asset Retention, Business Bulding and..., Options, Series 7, Private Clients, ETFs, Series 63, Financial Services, Finance, CRM, Hedge Funds, Uniform Combined State..., Securities, Capital Markets, Investments, High Net Worth..., Investment Management, Asset Management, Retirement Planning, Alternative Investments, Economics, Series 24, FINRA, 401k, Financial Advisory, Wealth Management, Strategic Financial..., Financial Planning
Education
Marymount College
BS, Biology
Pace University
MBA, Finance
Intersection Co. August 2015 - Present
SSZ Consulting January 2015 - Present
Geller & Company August 2014 - January 2015
AllianceBernstein 2014 - 2014
BNP Paribas 2008 - 2013
Nomura 2007 - 2007
Citigroup 2005 - 2006
Deutsche Bank 2003 - 2005
UBS 2001 - 2002
L'Oréal 1999 - 2001
Skills
Talent Management, Talent Acquisition, Employee Relations, Succession Planning, Performance Management, Employee Engagement, Recruiting, Human Resources, Organizational Design, Personnel Management
Education
eCornell 2013 — 2013
Advanced Certificate in Strategic HR Management, Human Resources
Ohio Wesleyan University
BA, French
Rackspace, the Open Cloud Company June 2013 - Present
Rackspace May 2010 - Present
Rackspace Hosting May 2010 - April 2011
Rackspace Hosting January 2008 - April 2010
AllianceBernstein 2005 - 2008
Harcourt Assessment 2003 - 2005
Skills
Instructional Design, Microsoft Office, Business Analysis, Research, PowerPoint, Training, Microsoft Word, Quality Assurance, Windows, MS Project, Outlook, Technical Writing, Technical Documentation, Editing, Copywriting, Copy Editing, Software Quality..., Salesforce.com, Sales Operations, Proposal Writing, Proposal Leadership, Proposal Production, Agile Methodologies, Sales, Enterprise Software, Sales Process, Virtualization, Analysis, SaaS, Account Management, Cloud Computing, Managed Hosting, Project Management, ITIL Certified, Software Implementation, Project Planning, Software Project..., Cross-functional Team...
Education
Our Lady of the Lake University 2006 — 2008
Master of Arts (M.A.), Technical Communications and Business Administration
Texas A&M University 1997 — 2000
B.A, English Language and Literature
Teachers Retirement System of NYC April 2014 - Present
CSG International February 2013 - March 2014
Bridgewater Associates August 2012 - February 2013
Axis Capital June 2011 - August 2012
AllianceBernstein May 2010 - May 2011
T-Mobile September 2005 - May 2010
Verizon September 2003 - August 2005
Lifeline Communications May 2001 - August 2003
Nortel Networks October 2000 - April 2001
OCBC Bank January 2000 - September 2000
Skills
SDLC, SQL, Oracle, PL/SQL, T-SQL, Requirements Analysis, Business Analysis, SOA, Agile Methodologies, XML, .NET, C#, VB.NET, Vendor Management, Java, Testing, Windows, Project Management, Quality Assurance, C, Data Migration
Education
Osmania University
Master's degree, Mathematics and Statistics
AllianceBernstein 2003 - 2008
Alliance Capital Management 1998 - 2003
Education
New York University
MA, Educational Psychology
Franklin Templeton June 2004 - Present
Morgan Stanley 2002 - 2004
AllianceBernstein 1997 - 2002
Philo Smith & Co., Inc. 1997 - 1997
Merrill Lynch 1995 - 1997
Education
Northeastern University
Bachelor of Arts (BA)
JP Morgan Chase October 2009 - Present
UBS Global Asset Management August 2008 - September 2009
AllianceBernstein March 2007 - July 2008
Lehman Brothers January 2006 - April 2007
Ness Technologies 2004 - 2006
Fusion Technlogies June 2002 - July 2004
Education
Osmania University
AllianceBernstein 2011 - Present
T Rowe Price July 2009 - June 2011
T. Rowe Price June 2007 - April 2009
Skills
Investments, Fixed Income, Equities, Bloomberg, SQL, VBA, Trading Systems, Equity Research, Quantitative Finance, Financial Modeling, Business Analysis, Asset Management, Microsoft SQL Server, SDLC, C#
Education
New York University 2012 — 2015
Master of Science (MS), Computer Science
Vanderbilt University 2003 — 2007
B.S., Computer Science, Mathematics
AllianceBernstein September 2011 - Present
American Century Investments March 2008 - June 2011
Bear Stearns September 2000 - February 2008
Skills
Capital Markets, Valuation, Equities, Hedge Funds, Asset Management, Financial Modeling
Education
NYU
AllianceBernstein April 2011 - May 2012
Barclays Capital September 2008 - October 2008
Lehman Brothers December 2006 - August 2008
Merrill Lynch August 2004 - October 2006
Bear Stearns January 2004 - August 2004
Sumitomo Mitsui (Spherion) December 2002 - January 2004
The World Bank 1997 - 2002
Education
New York University 2009 — 2012
B.A., Social Sciences - International Relations
U.S. Global Investors October 2012 - Present
SWBC Mortgage 2014 - 2015
SWBC Mortgage 2014 - 2015
SWBC Mortgage 2014 - 2015
SWBC Mortgage 2014 - 2015
Community Bible Church Northwest June 2007 - September 2012
AllianceBernstein July 2010 - June 2011
Texas Comptroller of Public Accounts March 2009 - July 2010
Capital Group Companies November 2005 - March 2009
Capital Group December 1999 - October 2005
Skills
Accounting, Process Improvement, Training, Public Speaking, Account Reconciliation, System Administration, Financial Reporting, Leadership, Customer Service, Internal Controls, Financial Statements, Social Media, Nonprofits, Event Planning, General Ledger, Management, Strategic Planning, Financial Analysis, Budgets, Accounts Payable, Microsoft Excel, Auditing, Access
Education
Northwestern State University 1981 — 1986
Associate, Accounting
AllianceBernstein December 2012 - Present
Bloomberg Law August 2011 - December 2012
Alliance/Bernstein July 2010 - August 2011
Adelphi University April 2010 - April 2010
Creative Network Solutions 2010 - 2010
Aquent 2006 - 2010
Citi March 2006 - December 2008
The Princeton Review May 2005 - February 2006
PIP Printing 1995 - 2005
Skills
Graphic Design, Pre-press, Collateral, Illustration, Brand Management, Interactive Advertising, Business, Stationery, Production Art, QuarkXPress, Quality Management, Adobe Acrobat, Adobe Creative Suite, Logo Design, Layout, Project Management, Advertising, Illustrator, Brochures, Dreamweaver, InDesign, Typography, Posters
Education
The Center for Desktop Publishing 1995 — 1995
Certificates, QuarkXpress, Illustrator and Photoshop
DTI Institute of Graphic Design
Certificates, Graphic Design Program
Orange Coast College
Coursework, Fine arts and Animation
The Caricature Company
Vocational Training, The Art of Caricature
Supply Street Inc June 2009 - Present
AllianceBernstein April 2007 - May 2009
Pfizer 2006 - 2007
Thomson Reuters 2000 - 2006
Credit Suisse First Boston 1998 - 2000
Wisewire 1996 - 1998
Credit Suisse First Boston 1991 - 1994
Northrop Grumman February 1987 - March 1989
Skills
Business Analysis, iPhone development, Objective-C
Education
New York University 1990 — 1992
MBA, Finance, Accounting
The Johns Hopkins University 1981 — 1985
BSEE, Electrical Engineering
Parsippany High School 1977 — 1981
Pre-College
Chain IQ Group AG May 2014 - Present
UBS March 2013 - Present
UBS June 2012 - March 2013
UBS February 2011 - June 2012
AllianceBernstein January 2010 - February 2011
AllianceBernstein November 2006 - December 2010
Salisbury Hotel December 1999 - June 2006
Skills
Strategic Sourcing, Procurement, Process Improvement, Vendor Management, Project Management, Contract Negotiation, Business Analysis, Outsourcing, Program Management, Management, Financial Services, Strategy, Contract Management, Risk Management, Operations Management, Stakeholder Management, Six Sigma, Business Process..., Team Leadership, Management Consulting, Leadership, Budgets, Cross-functional Team..., Supply Management, Change Management
Education
Pace University 1996 — 2000
BBA, Business Management
AllianceBernstein 2006 - Present
Delaware Investments, a member of the Macquarie Group April 2002 - February 2006
GE Capital 2000 - 2002
Skills
Global Investment..., Asset Management, Fixed Income, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Capital Markets, Investments, Series 7, Bloomberg, Private Equity, Financial Modeling, Equity Research, Valuation, Investment Management, Series 63, Bonds, Mutual Funds, Securities, Due Diligence, Derivatives, Investment Banking, High Yield
Education
New York University
Master of Business Administration (MBA), Finance.
Trinity College-Hartford
AllianceBernstein January 2015 - Present
AllianceBernstein July 2010 - January 2015
State Street September 2007 - July 2010
MFS Investment Management July 2006 - January 2007
Education
Northeastern University 2002 — 2007
Bachelor of Science Degree in Business Administration, Finance
AllianceBernstein 2007 - Present
AllianceBernstein 2005 - 2007
Skills
Investments, Bloomberg, Financial Modeling, Asset Management, Fixed Income, Portfolio Management, Financial Analysis, R
Education
New York University 2012 — 2016
Master of Business Administration (MBA)
Yeshiva University 2002 — 2005
Bachelor's degree, Economics
BKD CPAs & Advisors October 2014 - Present
BKD CPAs & Advisors October 2012 - Present
WellMed Medical Management November 2009 - September 2012
University of Texas Health Science Center at San Antonio August 2008 - November 2009
KPMG January 2008 - March 2008
AllianceBernstein June 2007 - December 2007
Skills
Financial Accounting, Fund Accounting, Corporate Finance, GAAP Standards, GASB, Accounting, Financial Modeling, Healthcare Analytics, General Ledger, Data Analysis, Managed Care, Medicare, SQL Server, Microsoft Office, PeopleSoft Financials, Microsoft Excel, Forecasting, ICD-9, CPT, DRG, HCPCS, Cost Reporting, Medicare/Medicaid..., Analysis, Healthcare, Account Reconciliation, Financial Analysis
Education
Our Lady of the Lake University 2010 — 2012
MBA, Accounting/Finance
The University of Texas at San Antonio 2004 — 2008
BBA, Accounting
AllianceBernstein October 2009 - Present
MetLife October 2006 - May 2009
BMG 1979 - 2001
Skills
Proofreading, Editing, Copy Editing, Editorial, Web Content, Copywriting, Content Management, Publications, Press Releases, Journalism, Publishing, Newsletters, Creative Writing, Books, Blogging, Adobe Acrobat, Photoshop, Digital Photography, Graphics
Education
New York University
BA, Italian Literature
AllianceBernstein VPFiserv1995 - 1999
Education
New York University - Polytechnic School of Engineering 1982 — 1984
MS, Information Management
Stony Brook University 1977 — 1981
BS, Computer Science
OppenheimerFunds August 2011 - Present
Jennison Associates April 2004 - August 2011
AllianceBernstein March 2000 - March 2004
RR Donnelley September 1999 - March 2000
Skills
Asset Management, Series 24, Series 7, Series 63, Mutual Funds, Financial Services, Asset Managment, Equities, Hedge Funds, Alternative Investments, Strategy, Investments, Securities, Investment Strategies, Investment Management, Asset Allocation
Education
Northwestern University 1995 — 1999
Bachelor of Arts & Sciences, History, Spanish
AllianceBernstein March 2010 - July 2013
SSARIS Advisors June 2009 - March 2010
TUDOR INVESTMENT CORPORATION January 2005 - November 2008
Education
Kellogg School of Management 1994 — 1996
MM, Business Administration, Management and Operations
Tufts University 1982 — 1986
Bachelor of Arts (B.A.)
AllianceBernstein February 2007 - Present
Skills
Hedge Funds, Equities, Investment Management, Asset Management, Investment Banking
Education
New York University 2010 — 2014
Master's degree, Education
State University of New York College at Buffalo 2002 — 2006
BA, English
AllianceBernstein October 2010 - Present
Deutsche Bank August 2001 - October 2010
Education
New York University School of Law
Juris Doctor (J.D.)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Economics / Business Admininistration; Communication / Media
AllianceBernstein October 2004 - Present
Merrill Lynch Asset Management May 1984 - March 2003
Townley & Updike July 1974 - July 1980
Skills
Securities, Hedge Funds, Securities Regulation, Fixed Income, Alternative Investments, Equities, AML, Capital Markets, Investment Advisory, Fund Of Funds, Portfolio Management, Mutual Funds
Education
NYU School of Law 1973 — 1974
LL.M (tax)
Suffern High School
Syracuse University College of Law
JD
University of North Carolina at Chapel Hill
AB
AllianceBernstein January 1996 - Present
SIAC June 1992 - January 1996
Education
New York University - Polytechnic School of Engineering 1989 — 1993
MS, Compute Science
AllianceBernstein December 2013 - Present
AllianceBernstein June 2007 - December 2013
Skills
Financial Analysis, Finance, Financial Modeling, Equities, Management, Investments, Hedge Funds, Bloomberg, Valuation, Asset Management
Education
New York University - Polytechnic School of Engineering
Master of Science (MS), Financial Engineering
AllianceBernstein March 2003 - Present
Majestiq June 2000 - February 2003
Illusion Fusion (Construct New York) November 1999 - June 2000
DTCC - NSCC January 1998 - November 1999
United Nations August 1997 - December 1997
Education
New York University - Polytechnic School of Engineering 1993 — 1997
BS, Chemical Engineering
AllianceBernstein April 2008 - Present
New York Life Insurance Company June 2006 - April 2008
Goldman Sachs June 2005 - December 2005
Wellington Management June 2004 - December 2004
Skills
Asset Managment, Equities, Finance, Fixed Income, Management, Portfolio Management, Securities, Asset Management
Education
Northeastern University 2002 — 2006
Bachelor of Science, Finance & Management
AllianceBernstein October 2002 - Present
Siller & Cohen May 2001 - August 2001
Education
New York University 2008 — 2011
Certificate in Financial Planning
Washington University in St. Louis 1998 — 2002
Bachelors of Science, Marketing and Management
AllianceBernstein February 2014 - Present
Credit Suisse March 2013 - December 2013
Corbin Capital Partners April 2011 - January 2013
AllianceBernstein January 2007 - April 2011
Skills
Quantitative Analytics, Quantitative Research, Performance Attribution, Risk Analysis, Portfolio Management, Asset Allocation, Financial Modeling, Valuation, Equities, Fixed Income, Derivatives, Excel models, SQL, R, VBA, SSRS, Bloomberg
Education
New York University 2004 — 2006
Master of Science (MS), Financial Engineering
New York University 2000 — 2004
Bachelor of Science (BS), Computer Science
AllianceBernstein October 2011 - Present
Education
Our Lady of the Lake University 2001 — 2011
Bachelor of Arts (B.A.), Business, Management, A
AllianceBernstein September 2010 - Present
AllianceBernstein January 2009 - September 2010
AllianceBernstein January 2005 - January 2009
AllianceBernstein March 1997 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets
Education
New York University 2000 — 2004
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Delaware 1995 — 1997
Bachelor of Arts (BA), English Language and Literature, General