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
Employee
Years
Job
Industry
Linda Brady Linda Brady's AllianceBernstein Experience August 2004 - January 2012
Job Morgan Stanley Vice President
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
GE Capital April 2015 - August 2015
GE Capital May 2014 - April 2015
GE Capital January 2012 - May 2014
AllianceBernstein August 2004 - January 2012
AllianceBernstein August 2007 - September 2009
Skills
Business Analysis, Business Process..., Process Improvement, Project Management, Microsoft Word, Portfolio Management, PMO, Business Process, Requirements Gathering, Operational Risk, Lean Initiatives, Change Management, SharePoint, Training, IT Strategy, Operational Risk..., Third Party Vendor..., Organizational...
Education
Pace University-Pleasantville/Briarcliff Campus 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Lakeland High School
Morgan Stanley August 2015 - Present
GE Capital April 2015 - August 2015
GE Capital May 2014 - April 2015
GE Capital January 2012 - May 2014
AllianceBernstein August 2004 - January 2012
AllianceBernstein August 2007 - September 2009
Skills
Business Analysis, Business Process..., Process Improvement, Project Management, Microsoft Word, Portfolio Management, PMO, Business Process, Requirements Gathering, Operational Risk, Lean Initiatives, Change Management, SharePoint, Training, IT Strategy, Operational Risk..., Third Party Vendor..., Organizational...
Education
Pace University-Pleasantville/Briarcliff Campus 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Lakeland High School
Rich Bloom, CFP® Rich Bloom, CFP®'s AllianceBernstein Experience June 2006 - May 2011
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management June 2011 - December 2013
AllianceBernstein June 2006 - May 2011
Skills
Equities, Fixed Income, Asset Management, Investments, Portfolio Management, Capital Markets
Education
Penn State University 2002 — 2006
Finance
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management June 2011 - December 2013
AllianceBernstein June 2006 - May 2011
Skills
Equities, Fixed Income, Asset Management, Investments, Portfolio Management, Capital Markets
Education
Penn State University 2002 — 2006
Finance
Stefan Stefanowski Stefan Stefanowski's AllianceBernstein Experience December 2013 - Present
Job Trading Operations & Financial Data Exchange at AllianceBernstein L.P.
Industry Financial Services
Experience
AllianceBernstein December 2013 - Present
W.P. Stewart & Co., Ltd. November 2010 - February 2014
W.P. Stewart June 1997 - December 2013
RIVERBED MEDIA, INC May 1996 - August 1996
Skills
Equities, Databases, Fixed Income, Trading Systems, Options, Disaster Recovery, Equity Trading, Financial Risk, Vendor Management, Financial Markets, Emerging Markets, Portfolio Management, Trading, Integration, Asset Management, Creative Writing, Private Equity, Conversation, Music, Wealth Management, Management
Education
Pace University 1993 — 1997
BA, Computer Science
Politechnika Wrocławska
Electronics / Cybernetics
AllianceBernstein December 2013 - Present
W.P. Stewart & Co., Ltd. November 2010 - February 2014
W.P. Stewart June 1997 - December 2013
RIVERBED MEDIA, INC May 1996 - August 1996
Skills
Equities, Databases, Fixed Income, Trading Systems, Options, Disaster Recovery, Equity Trading, Financial Risk, Vendor Management, Financial Markets, Emerging Markets, Portfolio Management, Trading, Integration, Asset Management, Creative Writing, Private Equity, Conversation, Music, Wealth Management, Management
Education
Pace University 1993 — 1997
BA, Computer Science
Politechnika Wrocławska
Electronics / Cybernetics
Isida DeLillo, CFA Isida DeLillo, CFA's AllianceBernstein Experience June 2003 - July 2006
Job VP, Investment Consultant at Calamos Southern California and Hawaii
Industry Financial Services
Experience
Calamos Investments July 2015 - Present
Aberdeen Asset Management May 2013 - Present
Artio Global June 2011 - May 2013
ARTIO GLOBAL April 2008 - June 2011
AllianceBernstein June 2003 - July 2006
Skills
Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Equities, Investments, Portfolio Management, Hedge Funds
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance, Economics
Calamos Investments July 2015 - Present
Aberdeen Asset Management May 2013 - Present
Artio Global June 2011 - May 2013
ARTIO GLOBAL April 2008 - June 2011
AllianceBernstein June 2003 - July 2006
Skills
Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Equities, Investments, Portfolio Management, Hedge Funds
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance, Economics
John Hershock John Hershock's AllianceBernstein Experience December 1993 - February 1996
Job Regional Vice President at AmericaFirst Securities
Industry Financial Services
Experience
AmericaFirst Capital Management, LLC August 2015 - Present
Patrick Capital Markets, LLC March 2013 - August 2015
Piedmont Capital Distributors March 2013 - August 2015
Lincoln Financial Distributors November 2006 - February 2013
RiverSource Asset Management May 2001 - November 2006
Ameriprise Financial Services, Inc. May 2001 - November 2006
Guardian Life April 2000 - May 2001
Pacific Life July 1998 - April 2000
Talbot Financial Services February 1996 - July 1998
AllianceBernstein December 1993 - February 1996
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Series 65, Financial Advisory, Wealth Management, Asset Allocation, Equities, Alternative Investments, Investment Management, Life Insurance, IRAs, Financial Services, Insurance, Customer Service, Investments, Investment Advisory, Term Life Insurance, FINRA, Separately Managed..., Asset Management, Securities, Investment Strategies, Finance, Risk Management, Bonds, Strategic Financial..., Financial Planning
Education
Vanguard University of Southern California 2000 — 2003
BA, organizational management
Penn State University 1981 — 1983
Architectural Engineering
AmericaFirst Capital Management, LLC August 2015 - Present
Patrick Capital Markets, LLC March 2013 - August 2015
Piedmont Capital Distributors March 2013 - August 2015
Lincoln Financial Distributors November 2006 - February 2013
RiverSource Asset Management May 2001 - November 2006
Ameriprise Financial Services, Inc. May 2001 - November 2006
Guardian Life April 2000 - May 2001
Pacific Life July 1998 - April 2000
Talbot Financial Services February 1996 - July 1998
AllianceBernstein December 1993 - February 1996
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Series 65, Financial Advisory, Wealth Management, Asset Allocation, Equities, Alternative Investments, Investment Management, Life Insurance, IRAs, Financial Services, Insurance, Customer Service, Investments, Investment Advisory, Term Life Insurance, FINRA, Separately Managed..., Asset Management, Securities, Investment Strategies, Finance, Risk Management, Bonds, Strategic Financial..., Financial Planning
Education
Vanguard University of Southern California 2000 — 2003
BA, organizational management
Penn State University 1981 — 1983
Architectural Engineering
Dokyoung Lee Dokyoung Lee's AllianceBernstein Experience June 2011 - September 2013
Job SVP, Director of Research & Portfolio Manager, Global Multi Asset Group at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds October 2013 - Present
AllianceBernstein June 2011 - September 2013
AllianceBernstein June 2008 - May 2011
AllianceBernstein July 2005 - June 2008
AllianceBernstein July 2001 - June 2005
AllianceBernstein July 1997 - June 2001
AllianceBernstein February 1994 - June 1997
Skills
Asset Allocation, Equities, Fixed Income, Alternative Investments, Portfolio Management, Quantitative Research, Product Development, Team Building, Team Leadership, Multicultural..., Multilingual, Business Development, Client Presentation
Education
Princeton University
Bachelor of Science and Engineering, Electrical Engineering and Computer Science
OppenheimerFunds October 2013 - Present
AllianceBernstein June 2011 - September 2013
AllianceBernstein June 2008 - May 2011
AllianceBernstein July 2005 - June 2008
AllianceBernstein July 2001 - June 2005
AllianceBernstein July 1997 - June 2001
AllianceBernstein February 1994 - June 1997
Skills
Asset Allocation, Equities, Fixed Income, Alternative Investments, Portfolio Management, Quantitative Research, Product Development, Team Building, Team Leadership, Multicultural..., Multilingual, Business Development, Client Presentation
Education
Princeton University
Bachelor of Science and Engineering, Electrical Engineering and Computer Science
Matthew P. Mintzer Matthew P. Mintzer's AllianceBernstein Experience February 2005 - May 2011
Job Head of Retirement National Accounts at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
AllianceBernstein February 2005 - May 2011
Putnam Investments July 1997 - February 2004
Alliance Capital August 1993 - July 1997
Delaware Investments December 1988 - July 1993
DALBAR, Inc. May 1985 - December 1988
Phoenix Data Systems, Inc. April 1983 - May 1985
Skills
Microsoft Word, Management, Financial Modeling, Retirement, Financial Analysis, Sales, Risk Management, Relationship Management, Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Series 7, Portfolio Management
Education
Penn State University 1978 — 1982
Bachelor of Applied Science (BASc), Finance and Financial Management Services
J.P. Morgan August 2011 - Present
AllianceBernstein February 2005 - May 2011
Putnam Investments July 1997 - February 2004
Alliance Capital August 1993 - July 1997
Delaware Investments December 1988 - July 1993
DALBAR, Inc. May 1985 - December 1988
Phoenix Data Systems, Inc. April 1983 - May 1985
Skills
Microsoft Word, Management, Financial Modeling, Retirement, Financial Analysis, Sales, Risk Management, Relationship Management, Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Series 7, Portfolio Management
Education
Penn State University 1978 — 1982
Bachelor of Applied Science (BASc), Finance and Financial Management Services
Bob Dryzgula's AllianceBernstein Experience January 2006 - February 2007
Job Head of Institutional Sales
Industry Investment Management
Experience
Kiski Group Inc. May 2014 - Present
Estabrook Capital Management LLC November 2013 - May 2014
AllianceBernstein, L.P. January 2000 - February 2012
AllianceBernstein, L.P. February 2008 - January 2010
AllianceBernstein, L.P. January 2007 - February 2008
AllianceBernstein January 2006 - February 2007
AllianceBernstein January 2000 - December 2005
Skills
Sales, Marketing, Business Relationship..., Strategic Planning, Management, Business Development, New Business Development, Solution Selling, Alternative Investments, Portfolio Management, Selling, Sales Management, Sales Operations, Account Management, Hedge Funds, Competitive Analysis, Asset Allocation, Series 7, Asset Managment, Financial Services, Series 63, Investment Management, Fixed Income, Mutual Funds, Strategy, Relationship Management, Finance, Asset Management, Investment Strategies, Equities, Capital Markets, Private Equity, Institutional..., Strategic Partnerships, Financial Advisory, Investments
Education
Providence College 1995 — 1999
Bachelor of Arts, Economics
Kiski Group Inc. May 2014 - Present
Estabrook Capital Management LLC November 2013 - May 2014
AllianceBernstein, L.P. January 2000 - February 2012
AllianceBernstein, L.P. February 2008 - January 2010
AllianceBernstein, L.P. January 2007 - February 2008
AllianceBernstein January 2006 - February 2007
AllianceBernstein January 2000 - December 2005
Skills
Sales, Marketing, Business Relationship..., Strategic Planning, Management, Business Development, New Business Development, Solution Selling, Alternative Investments, Portfolio Management, Selling, Sales Management, Sales Operations, Account Management, Hedge Funds, Competitive Analysis, Asset Allocation, Series 7, Asset Managment, Financial Services, Series 63, Investment Management, Fixed Income, Mutual Funds, Strategy, Relationship Management, Finance, Asset Management, Investment Strategies, Equities, Capital Markets, Private Equity, Institutional..., Strategic Partnerships, Financial Advisory, Investments
Education
Providence College 1995 — 1999
Bachelor of Arts, Economics
James Schukal, CFA James Schukal, CFA's AllianceBernstein Experience January 2004 - August 2006
Job Senior Vice President at The Northern Trust Company
Industry Investment Management
Experience
The Northern Trust Company January 2007 - Present
AllianceBernstein January 2004 - August 2006
Bernstein Global Wealth Management February 2001 - December 2003
Ikon Office Solutions October 1996 - March 2000
Skills
Asset Management, Portfolio Management, Financial Planning, Financial Management, Estate Planning, Estate Tax Planning, Asset Managment, Strategic Financial..., Investment Management, Securities, Fixed Income, Alternative Investments, Financial Analysis, Equities, Managerial Finance, Asset Allocation, Financial Services, Management, Due Diligence, High Net Worth..., Wealth, Wealth Management, Hedge Funds, Series 7, Mergers & Acquisitions, Investments, Investment Advisory, Investment Strategies, Finance, Valuation, Equity Research, Capital Markets, Risk Management, Morningstar Direct, Wealth Management...
Education
Pace University - Lubin School of Business 2000 — 2004
MBA, Financial Management
University at Albany, SUNY 1992 — 1996
BA, English, Business Minor
The Northern Trust Company January 2007 - Present
AllianceBernstein January 2004 - August 2006
Bernstein Global Wealth Management February 2001 - December 2003
Ikon Office Solutions October 1996 - March 2000
Skills
Asset Management, Portfolio Management, Financial Planning, Financial Management, Estate Planning, Estate Tax Planning, Asset Managment, Strategic Financial..., Investment Management, Securities, Fixed Income, Alternative Investments, Financial Analysis, Equities, Managerial Finance, Asset Allocation, Financial Services, Management, Due Diligence, High Net Worth..., Wealth, Wealth Management, Hedge Funds, Series 7, Mergers & Acquisitions, Investments, Investment Advisory, Investment Strategies, Finance, Valuation, Equity Research, Capital Markets, Risk Management, Morningstar Direct, Wealth Management...
Education
Pace University - Lubin School of Business 2000 — 2004
MBA, Financial Management
University at Albany, SUNY 1992 — 1996
BA, English, Business Minor
Lucas Krupa Lucas Krupa's AllianceBernstein Experience June 2013 - Present
Job Money Market Trader at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2013 - Present
AllianceBernstein June 2012 - June 2013
AllianceBernstein June 2010 - June 2012
Omnicom Capital Inc. January 2006 - September 2010
Omnicom Capital Inc. January 2005 - January 2006
My Love Charters July 2003 - December 2004
Signature Construction June 2002 - September 2002
Skills
Microsoft Excel, Microsoft Word, Market Research, Microsoft Office, PowerPoint, Outlook, Facebook, Contract Management, Analysis, Portfolio Management, Investments
Education
Pace University 2006 — 2010
BBA, Major: Finance, Minor: Economics
AllianceBernstein June 2013 - Present
AllianceBernstein June 2012 - June 2013
AllianceBernstein June 2010 - June 2012
Omnicom Capital Inc. January 2006 - September 2010
Omnicom Capital Inc. January 2005 - January 2006
My Love Charters July 2003 - December 2004
Signature Construction June 2002 - September 2002
Skills
Microsoft Excel, Microsoft Word, Market Research, Microsoft Office, PowerPoint, Outlook, Facebook, Contract Management, Analysis, Portfolio Management, Investments
Education
Pace University 2006 — 2010
BBA, Major: Finance, Minor: Economics
Justin Gottlieb's AllianceBernstein Experience June 2005 - July 2006
Job Director of Sales at Madison Logic
Industry Marketing and Advertising
Experience
Madison Logic November 2012 - Present
Social Shark, Inc. April 2010 - March 2013
Wells Fargo Advisors, LLC March 2007 - November 2012
Barclays Capital July 2006 - March 2007
AllianceBernstein June 2005 - July 2006
Skills
Sales, Investment Strategies, Entrepreneurship, Marketing Strategy, Lead Generation, Content Marketing, Social Media, Content Syndication, Product Development, Social Media Marketing, Networking, Social Networking, Online Lead Generation, Demand Generation, Cold Calling, Sales Operations, B2B, Investments, Advertising, Salesforce.com, Portfolio Management, Marketing, Analytics, Email Marketing, Bloomberg, Online Advertising, CRM, Business Development
Education
Pennsylvania State University 2001 — 2005
BS, Psychology with Business Option, 3.71
East Brunswick High School 1997 — 2001
Madison Logic November 2012 - Present
Social Shark, Inc. April 2010 - March 2013
Wells Fargo Advisors, LLC March 2007 - November 2012
Barclays Capital July 2006 - March 2007
AllianceBernstein June 2005 - July 2006
Skills
Sales, Investment Strategies, Entrepreneurship, Marketing Strategy, Lead Generation, Content Marketing, Social Media, Content Syndication, Product Development, Social Media Marketing, Networking, Social Networking, Online Lead Generation, Demand Generation, Cold Calling, Sales Operations, B2B, Investments, Advertising, Salesforce.com, Portfolio Management, Marketing, Analytics, Email Marketing, Bloomberg, Online Advertising, CRM, Business Development
Education
Pennsylvania State University 2001 — 2005
BS, Psychology with Business Option, 3.71
East Brunswick High School 1997 — 2001
Justin Scheckner, CFP® Justin Scheckner, CFP®'s AllianceBernstein Experience August 2007 - March 2009
Job Vice President at Wexford Financial Strategies/ NFLPA Registered Player Financial Advisor
Industry Investment Management
Experience
Wexford Financial Strategies November 2013 - Present
Center For Wealth Preservation June 2009 - November 2013
AllianceBernstein August 2007 - March 2009
Neuberger Berman January 2006 - July 2007
Neuberger Berman August 2003 - December 2005
Neuberger Berman December 2000 - July 2003
PricewaterhouseCoopers September 1999 - November 2000
Education
Penn State 1995 — 1999
BS, Finance with High Distinction
Manalapan High School 1992 — 1995
Wexford Financial Strategies November 2013 - Present
Center For Wealth Preservation June 2009 - November 2013
AllianceBernstein August 2007 - March 2009
Neuberger Berman January 2006 - July 2007
Neuberger Berman August 2003 - December 2005
Neuberger Berman December 2000 - July 2003
PricewaterhouseCoopers September 1999 - November 2000
Education
Penn State 1995 — 1999
BS, Finance with High Distinction
Manalapan High School 1992 — 1995
James Finney Jr James Finney Jr's AllianceBernstein Experience October 2012 - December 2012
Job Advisory Consultant at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
AllianceBernstein October 2012 - December 2012
United States Marine Corps January 2006 - January 2010
Skills
Financial Analysis, Auditing, Accounting, Internal Controls, Financial Accounting, Financial Reporting, Internal Audit
Education
Pace University - Lubin School of Business 2010 — 2012
Bachelor's degree, Accounting
Rutgers University 2010 — 2010
Deloitte September 2013 - Present
AllianceBernstein October 2012 - December 2012
United States Marine Corps January 2006 - January 2010
Skills
Financial Analysis, Auditing, Accounting, Internal Controls, Financial Accounting, Financial Reporting, Internal Audit
Education
Pace University - Lubin School of Business 2010 — 2012
Bachelor's degree, Accounting
Rutgers University 2010 — 2010
Gil Plata Jr's AllianceBernstein Experience May 2003 - February 2005
Job Maintenance Technician
Industry Facilities Services
Experience
WESTMED Practice Partners June 2014 - Present
The College Board March 2005 - June 2014
AllianceBernstein May 2003 - February 2005
Bronx County District Attorney Office September 2001 - April 2003
Skills
Research, Nonprofits, Program Management, Instructional Design, Microsoft Office, Strategic Planning, Educational Technology, E-Learning, Project Management, PowerPoint, Editing, Budgets, Software Documentation, Management, Training, Time Management, Leadership, Data Entry, Team Building, Policy, Team Leadership, Event Planning, Organizational..., Microsoft Excel, Microsoft Word, Customer Service, Social Media, Analysis, Project Planning, Event Management, Social Networking, Staff Development, Vendor Management, Administration, Budgeting, Public Speaking, Process Improvement, Access, Facilities Management, Data Analysis, Teaching
Education
Pace University 2012 — 2013
Marie Smith Urban Street Academy 2001 — 2001
Computer & Business Math
WESTMED Practice Partners June 2014 - Present
The College Board March 2005 - June 2014
AllianceBernstein May 2003 - February 2005
Bronx County District Attorney Office September 2001 - April 2003
Skills
Research, Nonprofits, Program Management, Instructional Design, Microsoft Office, Strategic Planning, Educational Technology, E-Learning, Project Management, PowerPoint, Editing, Budgets, Software Documentation, Management, Training, Time Management, Leadership, Data Entry, Team Building, Policy, Team Leadership, Event Planning, Organizational..., Microsoft Excel, Microsoft Word, Customer Service, Social Media, Analysis, Project Planning, Event Management, Social Networking, Staff Development, Vendor Management, Administration, Budgeting, Public Speaking, Process Improvement, Access, Facilities Management, Data Analysis, Teaching
Education
Pace University 2012 — 2013
Marie Smith Urban Street Academy 2001 — 2001
Computer & Business Math
Michael D. Underhill Michael D. Underhill's AllianceBernstein Experience February 2001 - 2004
Job Chief Investment Officer at Capital Innovations Real Asset Funds. Author of The Handbook of Infrastructure Investing
Industry Investment Management
Experience
Capital Innovations, LLC 2006 - Present
United Nations Principles for Responsible Investment (PRI) Initiative January 2011 - 2012
AllianceBernstein February 2001 - 2004
Invesco 1997 - 2001
Janus Capital Group 1996 - 1997
Federated Investors, Inc. 1993 - 1996
Lehman Brothers 1989 - 1993
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Private Equity, Investment Strategies, Capital Markets, Fixed Income, Asset Management, Bonds, Bloomberg, Risk Management, Trading, Institutional..., Investment Management, Asset Allocation, Pension Funds, Quantitative Analytics, Finance, Trading Strategies, Equity Valuation, Valuation, Investment Advisory, Fund Of Funds, Mutual Funds, Equity Research, Economics, Financial Risk, Securities
Education
Penn State University
BS, Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Finance and Financial Management Services
Stanford University Law School
Corporate Governance
Universidad del Salvador
Mercosur Studies
Capital Innovations, LLC 2006 - Present
United Nations Principles for Responsible Investment (PRI) Initiative January 2011 - 2012
AllianceBernstein February 2001 - 2004
Invesco 1997 - 2001
Janus Capital Group 1996 - 1997
Federated Investors, Inc. 1993 - 1996
Lehman Brothers 1989 - 1993
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Private Equity, Investment Strategies, Capital Markets, Fixed Income, Asset Management, Bonds, Bloomberg, Risk Management, Trading, Institutional..., Investment Management, Asset Allocation, Pension Funds, Quantitative Analytics, Finance, Trading Strategies, Equity Valuation, Valuation, Investment Advisory, Fund Of Funds, Mutual Funds, Equity Research, Economics, Financial Risk, Securities
Education
Penn State University
BS, Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Finance and Financial Management Services
Stanford University Law School
Corporate Governance
Universidad del Salvador
Mercosur Studies
Christine Stackhouse's AllianceBernstein Experience November 2010 - November 2011
Job Vice President at State Street
Industry Investment Management
Experience
State Street November 2011 - Present
AllianceBernstein November 2010 - November 2011
AllianceBernstein March 2008 - November 2010
AllianceBernstein January 2007 - March 2008
AllianceBernstein August 2002 - December 2006
AllianceBernstein 2002 - 2002
AllianceBernstein 1996 - 2002
Skills
Asset Managment, Fixed Income, Bloomberg, Equities, Portfolio Management, Securities, Alternative Investments, Mutual Funds, Hedge Funds, Capital Markets, Investments, Asset Management, Financial Risk
Education
Penn State University 1992 — 1995
BA, Economics
State Street November 2011 - Present
AllianceBernstein November 2010 - November 2011
AllianceBernstein March 2008 - November 2010
AllianceBernstein January 2007 - March 2008
AllianceBernstein August 2002 - December 2006
AllianceBernstein 2002 - 2002
AllianceBernstein 1996 - 2002
Skills
Asset Managment, Fixed Income, Bloomberg, Equities, Portfolio Management, Securities, Alternative Investments, Mutual Funds, Hedge Funds, Capital Markets, Investments, Asset Management, Financial Risk
Education
Penn State University 1992 — 1995
BA, Economics
Maryann Skalicky Maryann Skalicky's AllianceBernstein Experience August 2003 - Present
Job Director, VP Strategic Initiatives at AB
Industry Financial Services
Experience
AllianceBernstein August 2003 - Present
Skills
Project Management, Business Analysis, Process Improvement, System Implementations, Change Management, Training, Procedures Documentation, Error Analysis, Client Service Oriented, Mutual Funds, Project Planning, Alternative Investments, Risk Management, Strategy, Hedge Funds
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Major: Finance, Minor: Economics
AllianceBernstein August 2003 - Present
Skills
Project Management, Business Analysis, Process Improvement, System Implementations, Change Management, Training, Procedures Documentation, Error Analysis, Client Service Oriented, Mutual Funds, Project Planning, Alternative Investments, Risk Management, Strategy, Hedge Funds
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Major: Finance, Minor: Economics
Kelly Lytle Kelly Lytle's AllianceBernstein Experience July 2009 - December 2011
Job Head of New Partnerships at Findaway
Industry Market Research
Experience
Findaway July 2013 - Present
Kelly Lytle January 2010 - Present
BBP Partners January 2012 - July 2013
AllianceBernstein July 2009 - December 2011
Cleveland Browns June 2008 - July 2009
Citigroup Global Markets Inc July 2005 - July 2008
Skills
Portfolio Management, Investments, Finance, Capital Markets, Investment Banking, Analysis, Wealth Management, Trading, Asset Allocation, Forecasting, Management, Program Management, Sales, Negotiation, Insurance, Financial Structuring
Education
Princeton University 2001 — 2005
B.A., Economics
Findaway July 2013 - Present
Kelly Lytle January 2010 - Present
BBP Partners January 2012 - July 2013
AllianceBernstein July 2009 - December 2011
Cleveland Browns June 2008 - July 2009
Citigroup Global Markets Inc July 2005 - July 2008
Skills
Portfolio Management, Investments, Finance, Capital Markets, Investment Banking, Analysis, Wealth Management, Trading, Asset Allocation, Forecasting, Management, Program Management, Sales, Negotiation, Insurance, Financial Structuring
Education
Princeton University 2001 — 2005
B.A., Economics
Andrew Macaleer Andrew Macaleer's AllianceBernstein Experience August 2011 - Present
Job Private Client Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein August 2011 - Present
Prudential Financial August 2009 - September 2011
Fesnak and Associates, LLP June 2007 - August 2007
International Scholar Laureate Program with the American Chambers of Commerce May 2006 - July 2006
Education
Penn State University 2004 — 2008
Bachelors of Science, Finance, International Business, International Studies
AllianceBernstein August 2011 - Present
Prudential Financial August 2009 - September 2011
Fesnak and Associates, LLP June 2007 - August 2007
International Scholar Laureate Program with the American Chambers of Commerce May 2006 - July 2006
Education
Penn State University 2004 — 2008
Bachelors of Science, Finance, International Business, International Studies
James Velgot James Velgot's AllianceBernstein Experience January 2008 - March 2009
Job Partner, Chief Marketing Officer at Fifth Street Asset Management
Industry Financial Services
Experience
Fifth Street Asset Management July 2010 - Present
The Velgot Group March 2009 - June 2010
AllianceBernstein January 2008 - March 2009
AllianceBernstein January 2005 - January 2008
AllianceBernstein October 1999 - January 2005
Sanford C. Bernstein October 1988 - October 1999
Kidder Peabody June 1985 - May 1987
Skills
Creative Concept..., Team Building, Team Leadership, Creative Services, Strategic Thinking, Video, Integrated Marketing, Marketing Management, Brand Development, Digital Marketing, Corporate Branding, Email Marketing, Online Marketing, Marketing Strategy, Digital Strategy, Digital Media, Budget Management, Creative Development, Messaging, Advertising, Public Relations, Event Management, Strategic Planning, Marketing Communications, Creative Strategy, Brand Communication, Social Media Marketing, B2B, Brand Awareness, Corporate Communications, Social Media, Social Networking, B2B Marketing, Online Advertising, Product Marketing, Creative Direction, Marketing, Budgets, Market Research, Marketing Research, Press Releases, Strategic Partnerships, Management, Leadership, Mergers & Acquisitions, Strategy, Strategic Communications, Brand Management, Direct Marketing, Analytics
Education
Pratt Institute 1979 — 1983
BFA, Communications Design
Pratt Institute
BFA Communications Design, Design and Visual Communications, General
Fifth Street Asset Management July 2010 - Present
The Velgot Group March 2009 - June 2010
AllianceBernstein January 2008 - March 2009
AllianceBernstein January 2005 - January 2008
AllianceBernstein October 1999 - January 2005
Sanford C. Bernstein October 1988 - October 1999
Kidder Peabody June 1985 - May 1987
Skills
Creative Concept..., Team Building, Team Leadership, Creative Services, Strategic Thinking, Video, Integrated Marketing, Marketing Management, Brand Development, Digital Marketing, Corporate Branding, Email Marketing, Online Marketing, Marketing Strategy, Digital Strategy, Digital Media, Budget Management, Creative Development, Messaging, Advertising, Public Relations, Event Management, Strategic Planning, Marketing Communications, Creative Strategy, Brand Communication, Social Media Marketing, B2B, Brand Awareness, Corporate Communications, Social Media, Social Networking, B2B Marketing, Online Advertising, Product Marketing, Creative Direction, Marketing, Budgets, Market Research, Marketing Research, Press Releases, Strategic Partnerships, Management, Leadership, Mergers & Acquisitions, Strategy, Strategic Communications, Brand Management, Direct Marketing, Analytics
Education
Pratt Institute 1979 — 1983
BFA, Communications Design
Pratt Institute
BFA Communications Design, Design and Visual Communications, General
Matt McClannahan Matt McClannahan's AllianceBernstein Experience July 1998 - Present
Job IT Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 1998 - Present
Hearts & Voices, Inc. 1992 - 1997
Skills
I have done many things., Project Management, Management, Quality Assurance, Programming, Theatre, Business Analysis, Equities, Fixed Income, Risk Management
Education
State University of New York College at Purchase 1900 — 1900
Bachelor of Fine Arts (BFA), Theater Arts & Film
AllianceBernstein July 1998 - Present
Hearts & Voices, Inc. 1992 - 1997
Skills
I have done many things., Project Management, Management, Quality Assurance, Programming, Theatre, Business Analysis, Equities, Fixed Income, Risk Management
Education
State University of New York College at Purchase 1900 — 1900
Bachelor of Fine Arts (BFA), Theater Arts & Film
Brenden Burke's AllianceBernstein Experience July 2014 - October 2014
Job Settlements Associate
Industry Financial Services
Experience
SMBC Capital Markets October 2014 - Present
AllianceBernstein July 2014 - October 2014
Yorktown Beer and Soda May 2010 - July 2014
MassMutual Financial Group September 2013 - December 2013
SELF September 2010 - December 2011
Lakeland Electric String Quartet September 2007 - June 2009
Skills
Facebook, PowerPoint, Microsoft Excel, Social Networking, Microsoft Word, Social Media, Microsoft Office, Outlook, Economics, Social Media Marketing, Insurance, Public Speaking, Research, Financial Analysis, Spanish, Marketing, Data Analysis, Teamwork
Education
Purchase College, SUNY 2012 — 2014
Bachelor of Arts, Mathematics/Computer Science; Mathematics
State University of New York College at Purchase 2012 — 2014
Bachelor of Arts (B.A.), Mathematics and Computer Science
State University of New York at Albany 2009 — 2011
Lakeland High School
Lakeland High School
Lakeland High School
University at Albany, SUNY
SMBC Capital Markets October 2014 - Present
AllianceBernstein July 2014 - October 2014
Yorktown Beer and Soda May 2010 - July 2014
MassMutual Financial Group September 2013 - December 2013
SELF September 2010 - December 2011
Lakeland Electric String Quartet September 2007 - June 2009
Skills
Facebook, PowerPoint, Microsoft Excel, Social Networking, Microsoft Word, Social Media, Microsoft Office, Outlook, Economics, Social Media Marketing, Insurance, Public Speaking, Research, Financial Analysis, Spanish, Marketing, Data Analysis, Teamwork
Education
Purchase College, SUNY 2012 — 2014
Bachelor of Arts, Mathematics/Computer Science; Mathematics
State University of New York College at Purchase 2012 — 2014
Bachelor of Arts (B.A.), Mathematics and Computer Science
State University of New York at Albany 2009 — 2011
Lakeland High School
Lakeland High School
Lakeland High School
University at Albany, SUNY
Anthony DePalma Anthony DePalma's AllianceBernstein Experience October 2013 - Present
Job Sr. Programmer/Analyst at Alliance Bernstein
Industry Financial Services
Experience
AllianceBernstein October 2013 - Present
Active International April 2008 - October 2013
Skills
Crystal Reports, Tableau, Business Intelligence, SQL, PeopleSoft, Data Warehousing, Microsoft SQL Server, Software Development, ETL, Visual Basic, SSIS, Data Analysis, C#, VB.NET, PeopleTools, PeopleCode, SSRS, Database Design, Visual Studio, A3, Databases, Requirements Gathering, Data Conversion, Visio, SSAS, CRM, Integration, Salesforce.com, Hyperion EPM, Essbase, Data Modeling, Oracle, T-SQL, Stored Procedures, ASP.NET, Requirements Analysis, PL/SQL, Relational Databases, Software Documentation, Cognos, Informatica, Business Analysis, Analysis, Microsoft Excel, SDLC
Education
Pace University 2004 — 2007
Bachelor's degree, Computer Science, 3.93
AllianceBernstein October 2013 - Present
Active International April 2008 - October 2013
Skills
Crystal Reports, Tableau, Business Intelligence, SQL, PeopleSoft, Data Warehousing, Microsoft SQL Server, Software Development, ETL, Visual Basic, SSIS, Data Analysis, C#, VB.NET, PeopleTools, PeopleCode, SSRS, Database Design, Visual Studio, A3, Databases, Requirements Gathering, Data Conversion, Visio, SSAS, CRM, Integration, Salesforce.com, Hyperion EPM, Essbase, Data Modeling, Oracle, T-SQL, Stored Procedures, ASP.NET, Requirements Analysis, PL/SQL, Relational Databases, Software Documentation, Cognos, Informatica, Business Analysis, Analysis, Microsoft Excel, SDLC
Education
Pace University 2004 — 2007
Bachelor's degree, Computer Science, 3.93
Helen Tellas Helen Tellas's AllianceBernstein Experience May 2007 - December 2007
Job Senior Associate at Exusia, Inc.
Industry Management Consulting
Experience
Exusia, Inc. June 2015 - Present
Technical Advantage Medical Billing Co. February 2011 - December 2014
NYC Department of Education November 2009 - January 2011
Cushman & Wakefield September 2008 - October 2008
RBC Wealth Management February 2008 - September 2008
AllianceBernstein May 2007 - December 2007
Natixis August 1991 - August 2006
Skills
Microsoft Office, Mac, Google Docs, Customer Service, Editing
Education
Pace University 1983 — 1987
BBA, Business Administration
Exusia, Inc. June 2015 - Present
Technical Advantage Medical Billing Co. February 2011 - December 2014
NYC Department of Education November 2009 - January 2011
Cushman & Wakefield September 2008 - October 2008
RBC Wealth Management February 2008 - September 2008
AllianceBernstein May 2007 - December 2007
Natixis August 1991 - August 2006
Skills
Microsoft Office, Mac, Google Docs, Customer Service, Editing
Education
Pace University 1983 — 1987
BBA, Business Administration
Irene Rosendale Nicastro Irene Rosendale Nicastro's AllianceBernstein Experience May 2001 - January 2004
Job Senior Recruiter at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson July 2011 - Present
Brown Brothers Harriman June 2004 - July 2011
AllianceBernstein May 2001 - January 2004
Donaldson, Lufkin & Jenrette September 1982 - January 2001
Skills
Strong Relationship..., Experienced Recruitment..., Team Oriented, Sourcing, Team Building, Recruiting, Talent Acquisition, Team-oriented, Employee Training, Financial Services, Employee Relations, Human Resources, Deferred Compensation, Talent Management, Interviews, Performance Management, Personnel Management, Training, Onboarding, HRIS, Vendor Management, Temporary Placement, Employee Benefits
Education
Pace University
BA, Economics
Johnson & Johnson July 2011 - Present
Brown Brothers Harriman June 2004 - July 2011
AllianceBernstein May 2001 - January 2004
Donaldson, Lufkin & Jenrette September 1982 - January 2001
Skills
Strong Relationship..., Experienced Recruitment..., Team Oriented, Sourcing, Team Building, Recruiting, Talent Acquisition, Team-oriented, Employee Training, Financial Services, Employee Relations, Human Resources, Deferred Compensation, Talent Management, Interviews, Performance Management, Personnel Management, Training, Onboarding, HRIS, Vendor Management, Temporary Placement, Employee Benefits
Education
Pace University
BA, Economics
Steven Budries Steven Budries's AllianceBernstein Experience September 2006 - Present
Job Manager/Associate Officer IT Support Specialist
Industry Information Technology and Services
Experience
AllianceBernstein September 2006 - Present
Ciba Specialty Chemicals June 2000 - September 2006
Skills
Blackberry, Active Directory, XP, Windows 7, Troubleshooting, Bloomberg, Access, System Administration, Technical Support, Change Management, Disaster Recovery, Visio, Windows Server, SDLC, Windows XP, Blackberry Enterprise..., Management, SharePoint, Business Analysis, ITIL, Infrastructure, Vendor Management
Education
Pace University-Pleasantville/Briarcliff Campus 1997 — 2002
BS Computer Science, BA Computer Science
AllianceBernstein September 2006 - Present
Ciba Specialty Chemicals June 2000 - September 2006
Skills
Blackberry, Active Directory, XP, Windows 7, Troubleshooting, Bloomberg, Access, System Administration, Technical Support, Change Management, Disaster Recovery, Visio, Windows Server, SDLC, Windows XP, Blackberry Enterprise..., Management, SharePoint, Business Analysis, ITIL, Infrastructure, Vendor Management
Education
Pace University-Pleasantville/Briarcliff Campus 1997 — 2002
BS Computer Science, BA Computer Science
Sharon Zhong's AllianceBernstein Experience 2007 - 2010
Job Global P2P Project Leader / Americas Center of Excellence Lead at Chain IQ Group AG
Industry Financial Services
Experience
Chain IQ Group AG- a Spinoff Company from UBS May 2014 - Present
UBS 2012 - 2014
JPMorgan Chase 2010 - 2012
AllianceBernstein 2007 - 2010
Accenture 2005 - 2007
Skills
Strategic Sourcing, Business Process..., Project Management, Analytics, Spend Analysis, Ariba, Procure-to-Pay, Management Consulting, Procurement, Global Sourcing, Microsoft Office, Data Analysis, Vendor Management, Supplier Evaluation, Leadership, Salesforce.com, Supply Chain Consulting, Business Systems..., Cognos, Supplier Selection, Manugistics, Reports, SAP SRM, Supply Chain Management, Process Improvement, Business Process, SAP, Business Analysis, E-procurement, Financial Services, Business Process Design, Visio, Business Process..., Coupa, Salesfor, Payment Systems, Online Marketplace, Micro
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Management Operations Technology, Marketing, Management
Penn State University 2002 — 2005
Bachelor of Science, Supply Chain and Information Systems
Chain IQ Group AG- a Spinoff Company from UBS May 2014 - Present
UBS 2012 - 2014
JPMorgan Chase 2010 - 2012
AllianceBernstein 2007 - 2010
Accenture 2005 - 2007
Skills
Strategic Sourcing, Business Process..., Project Management, Analytics, Spend Analysis, Ariba, Procure-to-Pay, Management Consulting, Procurement, Global Sourcing, Microsoft Office, Data Analysis, Vendor Management, Supplier Evaluation, Leadership, Salesforce.com, Supply Chain Consulting, Business Systems..., Cognos, Supplier Selection, Manugistics, Reports, SAP SRM, Supply Chain Management, Process Improvement, Business Process, SAP, Business Analysis, E-procurement, Financial Services, Business Process Design, Visio, Business Process..., Coupa, Salesfor, Payment Systems, Online Marketplace, Micro
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Management Operations Technology, Marketing, Management
Penn State University 2002 — 2005
Bachelor of Science, Supply Chain and Information Systems
Matthew Byrnes Matthew Byrnes's AllianceBernstein Experience July 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
AllianceBernstein July 2014 - Present
ING Financial Partners 2013 - 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Skills
Financial Analysis, Financial Markets, Hold Series 7, Hold Series 66, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Retirement Planning, Finance
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Christian Brothers Academy 2005 — 2009
AllianceBernstein July 2014 - Present
ING Financial Partners 2013 - 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Skills
Financial Analysis, Financial Markets, Hold Series 7, Hold Series 66, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Retirement Planning, Finance
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Christian Brothers Academy 2005 — 2009
Jacob Shine Jacob Shine's AllianceBernstein Experience March 2014 - Present
Job Senior Recruiter at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein March 2014 - Present
Encore Capital Group May 2013 - February 2014
First Allied Securities August 2006 - May 2013
Robert Half International June 2003 - August 2006
Accountemps January 2004 - January 2005
Accountemps January 2003 - January 2004
AIG SunAmerica Financial January 1999 - January 2003
Skills
Recruiting, Sales Management, Finance, Management, Business Development, Marketing, Human Resources, Risk Management, Training, Process Improvement, SDLC, Investment Advisory, Banking, Financial Services, Talent Acquisition, Technical Recruiting, Insurance, Investments, Series 7, Wealth Management, Securities, Networking, Marketing Strategy, Onboarding, Applicant Tracking..., College Recruiting, Internet Recruiting, Temporary Placement, Cold Calling, CRM, Portfolio Management, Interviews, Customer Service, Leadership, Change Management, Financial Advisory, Sales, Negotiation, Vendor Management, 401k, Employee Benefits, Enterprise Software, Advertising, Series 24, Series 63, FINRA, Relationship Management
Education
Pitzer College 1995 — 1999
Political Economics
AllianceBernstein March 2014 - Present
Encore Capital Group May 2013 - February 2014
First Allied Securities August 2006 - May 2013
Robert Half International June 2003 - August 2006
Accountemps January 2004 - January 2005
Accountemps January 2003 - January 2004
AIG SunAmerica Financial January 1999 - January 2003
Skills
Recruiting, Sales Management, Finance, Management, Business Development, Marketing, Human Resources, Risk Management, Training, Process Improvement, SDLC, Investment Advisory, Banking, Financial Services, Talent Acquisition, Technical Recruiting, Insurance, Investments, Series 7, Wealth Management, Securities, Networking, Marketing Strategy, Onboarding, Applicant Tracking..., College Recruiting, Internet Recruiting, Temporary Placement, Cold Calling, CRM, Portfolio Management, Interviews, Customer Service, Leadership, Change Management, Financial Advisory, Sales, Negotiation, Vendor Management, 401k, Employee Benefits, Enterprise Software, Advertising, Series 24, Series 63, FINRA, Relationship Management
Education
Pitzer College 1995 — 1999
Political Economics
YUNGUANG MIKE YANG, CFA, FRM's AllianceBernstein Experience October 2010 - Present
Job Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein October 2010 - Present
State Street Global Advisors April 2006 - Present
State Street Global Advisors (SSgA) 2006 - Present
State Street Global Advisors, Advanced Research Center 2006 - Present
SSGA 2006 - Present
Skills
Equity Research, Equities, Derivatives, Hedge Funds, Emerging Markets, Bloomberg, Quantitative Research, Fixed Income, Quantitative Finance
Education
University of Rochester 2001 — 2006
MS, ABD, Finance
University of Rochester - Simon Business School 2001 — 2006
Peking University 1991 — 1996
B.S., Physics
AllianceBernstein October 2010 - Present
State Street Global Advisors April 2006 - Present
State Street Global Advisors (SSgA) 2006 - Present
State Street Global Advisors, Advanced Research Center 2006 - Present
SSGA 2006 - Present
Skills
Equity Research, Equities, Derivatives, Hedge Funds, Emerging Markets, Bloomberg, Quantitative Research, Fixed Income, Quantitative Finance
Education
University of Rochester 2001 — 2006
MS, ABD, Finance
University of Rochester - Simon Business School 2001 — 2006
Peking University 1991 — 1996
B.S., Physics
Matthew Faraone's AllianceBernstein Experience January 2008 - May 2010
Job Management Consultant
Industry Management Consulting
Experience
Capco April 2013 - Present
Knowledgent Group May 2010 - April 2013
AllianceBernstein January 2008 - May 2010
AllianceBernstein January 2005 - December 2007
Hennion & Walsh January 2004 - December 2004
Skills
Project Management, Business Analysis, SDLC, Program Management, Business Development, Management Consulting, Strategic Planning and..., Operations Management, Technology Strategy..., Information Management, Data Governance, Business Transformation, Operating Models, Business Process, Strategy, CRM, Financial Services, Change Management, Asset Management, Business Process..., Wealth Management, PMO, Business Requirements, Integration, Requirements Analysis, Fixed Income, Project Delivery, Requirements Gathering, Outsourcing, Business Process Design, Business Process..., Process Improvement, Business Strategy, Management, Banking, Consulting
Education
Pace University - Lubin School of Business 2005 — 2008
M.B.A., Financial Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2004
B.S., Management
New York Institute of Finance
Continuing Professional Education
New York Society of Security Analysts
Continuing Professional Education
Capco April 2013 - Present
Knowledgent Group May 2010 - April 2013
AllianceBernstein January 2008 - May 2010
AllianceBernstein January 2005 - December 2007
Hennion & Walsh January 2004 - December 2004
Skills
Project Management, Business Analysis, SDLC, Program Management, Business Development, Management Consulting, Strategic Planning and..., Operations Management, Technology Strategy..., Information Management, Data Governance, Business Transformation, Operating Models, Business Process, Strategy, CRM, Financial Services, Change Management, Asset Management, Business Process..., Wealth Management, PMO, Business Requirements, Integration, Requirements Analysis, Fixed Income, Project Delivery, Requirements Gathering, Outsourcing, Business Process Design, Business Process..., Process Improvement, Business Strategy, Management, Banking, Consulting
Education
Pace University - Lubin School of Business 2005 — 2008
M.B.A., Financial Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2004
B.S., Management
New York Institute of Finance
Continuing Professional Education
New York Society of Security Analysts
Continuing Professional Education
Peter Tian's AllianceBernstein Experience June 2015 - Present
Job MultiAsset Solutions Rotational Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2015 - Present
AllianceBernstein June 2014 - August 2014
Swift Capital June 2013 - August 2013
Salient6 June 2012 - August 2012
Washington State Department of Commerce June 2012 - August 2012
Skills
Analysis, Microsoft Excel, Research, International Relations, Microsoft Word, Finance, Microsoft Publisher, JMP, Social Media, Public Speaking, Leadership, Teamwork, Crystal Ball, Violin, Academic Tutoring, Data Analysis, Marketing, Java, Multivariable Calculus, Solver, Multivariate Statistics, Microsoft PowerPoint
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics, Summa Cum Laude
Peking University 2013 — 2013
Exchange Student, Guanghua School of Management
Interlake High School 2007 — 2011
High School Diploma, International Baccalaureate Diploma, 4.00/4.00
AllianceBernstein June 2015 - Present
AllianceBernstein June 2014 - August 2014
Swift Capital June 2013 - August 2013
Salient6 June 2012 - August 2012
Washington State Department of Commerce June 2012 - August 2012
Skills
Analysis, Microsoft Excel, Research, International Relations, Microsoft Word, Finance, Microsoft Publisher, JMP, Social Media, Public Speaking, Leadership, Teamwork, Crystal Ball, Violin, Academic Tutoring, Data Analysis, Marketing, Java, Multivariable Calculus, Solver, Multivariate Statistics, Microsoft PowerPoint
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics, Summa Cum Laude
Peking University 2013 — 2013
Exchange Student, Guanghua School of Management
Interlake High School 2007 — 2011
High School Diploma, International Baccalaureate Diploma, 4.00/4.00
Shannon Carlson's AllianceBernstein Experience April 2005 - November 2008
Job Director of Talent Management at Financial Finesse
Industry Financial Services
Experience
Financial Finesse June 2014 - Present
Barclays Wealth and Investment Management, Americas November 2008 - June 2014
Cane Sweet Shop January 2009 - December 2013
AllianceBernstein April 2005 - November 2008
UBS Investment Bank August 2003 - April 2005
Trilogy Financial Services June 2002 - July 2003
Skills
Investments, Financial Modeling, Equities, Portfolio Management, Asset Management, Valuation, Hedge Funds, Fixed Income, Financial Analysis, Series 7, Alternative Investments, Bloomberg, Capital Markets, Investment Banking, Wealth Management, Asset Allocation, Corporate Finance, Private Equity, Investment Strategies, Securities, Talent Acquisition
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship
UCLA Extension 2006 — 2008
Certificate in Personal Financial Planning
Southern Methodist University - Cox School of Business 1998 — 2002
BBA, Finance and Psychology
Financial Finesse June 2014 - Present
Barclays Wealth and Investment Management, Americas November 2008 - June 2014
Cane Sweet Shop January 2009 - December 2013
AllianceBernstein April 2005 - November 2008
UBS Investment Bank August 2003 - April 2005
Trilogy Financial Services June 2002 - July 2003
Skills
Investments, Financial Modeling, Equities, Portfolio Management, Asset Management, Valuation, Hedge Funds, Fixed Income, Financial Analysis, Series 7, Alternative Investments, Bloomberg, Capital Markets, Investment Banking, Wealth Management, Asset Allocation, Corporate Finance, Private Equity, Investment Strategies, Securities, Talent Acquisition
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship
UCLA Extension 2006 — 2008
Certificate in Personal Financial Planning
Southern Methodist University - Cox School of Business 1998 — 2002
BBA, Finance and Psychology
Ethan Silvers Ethan Silvers's AllianceBernstein Experience November 2008 - March 2009
Job
Industry Management Consulting
Experience
Primitive Logic June 2015 - Present
The North Highland Company August 2011 - June 2015
ACME Business Consulting June 2010 - August 2011
AllianceBernstein November 2008 - March 2009
Citi Group August 2006 - October 2008
IBM July 2005 - August 2005
Silicon Valley Bank March 2000 - September 2002
Skills
Program Management, Management Consulting, Process Efficiencies, Business Process..., Competitive Analysis, Team Management, Value Based Selling, Strategy, Financial Services, Business Strategy, Change Management, Analytics, Start-ups, Business Process..., Project Portfolio..., Project Management, Business Analysis, Financial Modeling, Brainstorm Facilitation, Risk Management, Management, Analysis
Education
Penn State University 2004 — 2006
MBA, Marketing and Finance
University of Haifa 1998 — 1999
University of California, Santa Cruz 1995 — 1999
BA, Economics
Prep 1991 — 1995
Primitive Logic June 2015 - Present
The North Highland Company August 2011 - June 2015
ACME Business Consulting June 2010 - August 2011
AllianceBernstein November 2008 - March 2009
Citi Group August 2006 - October 2008
IBM July 2005 - August 2005
Silicon Valley Bank March 2000 - September 2002
Skills
Program Management, Management Consulting, Process Efficiencies, Business Process..., Competitive Analysis, Team Management, Value Based Selling, Strategy, Financial Services, Business Strategy, Change Management, Analytics, Start-ups, Business Process..., Project Portfolio..., Project Management, Business Analysis, Financial Modeling, Brainstorm Facilitation, Risk Management, Management, Analysis
Education
Penn State University 2004 — 2006
MBA, Marketing and Finance
University of Haifa 1998 — 1999
University of California, Santa Cruz 1995 — 1999
BA, Economics
Prep 1991 — 1995
Vipin Kovoor, MBA Vipin Kovoor, MBA's AllianceBernstein Experience June 2008 - March 2009
Job Senior QA Analyst at Sirius XM Radio Inc.
Industry Investment Management
Experience
Sirius XM Radio Inc. June 2009 - Present
AllianceBernstein June 2008 - March 2009
AllianceBernstein July 2005 - June 2008
Hewitt Associates January 2005 - July 2005
Skills
SDLC, Quality Assurance, Business Analysis, SQL, Testing, Data Analysis, User Acceptance Testing, Databases, Agile Methodologies, Visio, CRM, Project Management, Access, Requirements Gathering, Test Planning, Requirements Analysis, Quality Center, HP Quality Center, Waterfall, Data Mining, People Skills, JIRA
Education
Pace University 2006 — 2008
MBA, Finance & Information Systems
Rensselaer Polytechnic Institute 2000 — 2004
BS, Information Technology / Finance
Blind Brook High School 1996 — 2000
Sirius XM Radio Inc. June 2009 - Present
AllianceBernstein June 2008 - March 2009
AllianceBernstein July 2005 - June 2008
Hewitt Associates January 2005 - July 2005
Skills
SDLC, Quality Assurance, Business Analysis, SQL, Testing, Data Analysis, User Acceptance Testing, Databases, Agile Methodologies, Visio, CRM, Project Management, Access, Requirements Gathering, Test Planning, Requirements Analysis, Quality Center, HP Quality Center, Waterfall, Data Mining, People Skills, JIRA
Education
Pace University 2006 — 2008
MBA, Finance & Information Systems
Rensselaer Polytechnic Institute 2000 — 2004
BS, Information Technology / Finance
Blind Brook High School 1996 — 2000
Anthony Ascanio Anthony Ascanio's AllianceBernstein Experience April 2000 - October 2005
Job Senior Sales Executive at Interact Intranet
Industry Computer Software
Experience
Interact Intranet April 2015 - Present
Informa Investment Solutions June 2014 - March 2015
Argent Software April 2013 - June 2014
Caissa, LLC February 2012 - March 2013
Argent Software September 2009 - February 2012
American List Council November 2007 - May 2008
Carl Bloom Associates April 2007 - September 2007
Teacher's Media Co/Sunburst Visual Media October 2005 - January 2007
AllianceBernstein April 2000 - October 2005
Sunburst Communications June 1998 - April 2000
Skills
Mutual Funds, Alternative Investments, Lead Generation, Investments, Financial Services, Asset Managment, Portfolio Management, Account Management, Email Marketing, Sales, New Business Development
Education
Pace University - Lubin School of Business 1994 — 1998
Interact Intranet April 2015 - Present
Informa Investment Solutions June 2014 - March 2015
Argent Software April 2013 - June 2014
Caissa, LLC February 2012 - March 2013
Argent Software September 2009 - February 2012
American List Council November 2007 - May 2008
Carl Bloom Associates April 2007 - September 2007
Teacher's Media Co/Sunburst Visual Media October 2005 - January 2007
AllianceBernstein April 2000 - October 2005
Sunburst Communications June 1998 - April 2000
Skills
Mutual Funds, Alternative Investments, Lead Generation, Investments, Financial Services, Asset Managment, Portfolio Management, Account Management, Email Marketing, Sales, New Business Development
Education
Pace University - Lubin School of Business 1994 — 1998
Austin Giangeruso Austin Giangeruso's AllianceBernstein Experience June 2014 - July 2015
Job Analyst at Millward Brown Vermeer
Industry Marketing and Advertising
Experience
Millward Brown Vermeer August 2015 - Present
AllianceBernstein June 2014 - July 2015
AllianceBernstein June 2013 - August 2013
First American Financial Corporation June 2012 - August 2012
Skills
Analysis, Creativity, Microsoft Excel, Microsoft Word, PowerPoint, Economics, Leadership, Highly Ambitious, Highly self-motivated, Spanish, Social Media, Research, Data Analysis, Strategic Planning
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Laguna Beach High School 2006 — 2010
Millward Brown Vermeer August 2015 - Present
AllianceBernstein June 2014 - July 2015
AllianceBernstein June 2013 - August 2013
First American Financial Corporation June 2012 - August 2012
Skills
Analysis, Creativity, Microsoft Excel, Microsoft Word, PowerPoint, Economics, Leadership, Highly Ambitious, Highly self-motivated, Spanish, Social Media, Research, Data Analysis, Strategic Planning
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Laguna Beach High School 2006 — 2010
Hilary Atzrott Hilary Atzrott's AllianceBernstein Experience June 2010 - August 2010
Job Sheldon Lobel, P.C.
Industry Law Practice
Experience
Sheldon Lobel, P.C. March 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - March 2015
Belkin Burden Wenig & Goldman, LLP September 2013 - May 2014
Belkin Burden Wenig & Goldman, LLP June 2013 - August 2013
Starwood Hotels & Resorts Worldwide, Inc. August 2012 - January 2013
Griffin, Coogan, Blose & Sulzer May 2012 - July 2012
Drake Loeb Heller Kennedy Gogerty Gaba & Rodd June 2011 - August 2011
Greater Newburgh Partnership June 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Skills
Management, Finance, Microsoft Office, Legal Research, Microsoft Word, Leadership, Legal Writing, Real Estate Development, Negotiation, Real Estate, Marketing, Budgets, PowerPoint, Social Networking, Microsoft Excel
Education
Pace University School of Law 2011 — 2014
Juris Doctor (J.D.), Land Use and Real Estate Law
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor's Degree, Business Administration (Finance/Marketing), GPA: 3.49
Our Lady of Lourdes High School 2003 — 2007
Pine Crest - Fort Lauderdale Campus 1998 — 2000
Sheldon Lobel, P.C. March 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company September 2014 - March 2015
Belkin Burden Wenig & Goldman, LLP September 2013 - May 2014
Belkin Burden Wenig & Goldman, LLP June 2013 - August 2013
Starwood Hotels & Resorts Worldwide, Inc. August 2012 - January 2013
Griffin, Coogan, Blose & Sulzer May 2012 - July 2012
Drake Loeb Heller Kennedy Gogerty Gaba & Rodd June 2011 - August 2011
Greater Newburgh Partnership June 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Skills
Management, Finance, Microsoft Office, Legal Research, Microsoft Word, Leadership, Legal Writing, Real Estate Development, Negotiation, Real Estate, Marketing, Budgets, PowerPoint, Social Networking, Microsoft Excel
Education
Pace University School of Law 2011 — 2014
Juris Doctor (J.D.), Land Use and Real Estate Law
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor's Degree, Business Administration (Finance/Marketing), GPA: 3.49
Our Lady of Lourdes High School 2003 — 2007
Pine Crest - Fort Lauderdale Campus 1998 — 2000
Arlene Paul Arlene Paul's AllianceBernstein Experience August 2001 - Present
Job Administrative Assistant at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2001 - Present
Deutsche Bank Alex. Brown April 2000 - June 2001
Deutsche Bank Alex. Brown June 1999 - March 2000
New York State Department of Health July 1998 - June 1999
New York City Department of Housing Preservation and Development December 1997 - June 1998
Queens Village Committee for Mental Health November 1996 - December 1997
Skills
Outlook, Microsoft Excel, SharePoint, PowerPoint, Microsoft Word, Bloomberg Terminal, Thomson One Analytics, Baseline, Access, Alternative Investments, Hedge Funds, Visio, Software Documentation, Portfolio Management, Time Management
Education
Technical Career Institute 1998 — 2000
Associates in Applied Science, Office Information Systems
Pace University
Office Information Systems
AllianceBernstein August 2001 - Present
Deutsche Bank Alex. Brown April 2000 - June 2001
Deutsche Bank Alex. Brown June 1999 - March 2000
New York State Department of Health July 1998 - June 1999
New York City Department of Housing Preservation and Development December 1997 - June 1998
Queens Village Committee for Mental Health November 1996 - December 1997
Skills
Outlook, Microsoft Excel, SharePoint, PowerPoint, Microsoft Word, Bloomberg Terminal, Thomson One Analytics, Baseline, Access, Alternative Investments, Hedge Funds, Visio, Software Documentation, Portfolio Management, Time Management
Education
Technical Career Institute 1998 — 2000
Associates in Applied Science, Office Information Systems
Pace University
Office Information Systems
John Detweiler John Detweiler's AllianceBernstein Experience 2005 - 2011
Job Partner at ParkLexington Advisors, LLC
Industry Financial Services
Experience
Park Lexington Advisors 2011 - Present
Springside Chestnut Hill Academy 2014 - Present
BlackRock 2011 - 2011
AllianceBernstein 2005 - 2011
Park Lexington Advisors, LLC / StoverDowns 2005 - 2009
AXA Financial / Equitable 2003 - 2005
Steelcase 1998 - 2001
International Paper 1995 - 1998
Skills
Hedge Funds, Mutual Funds, Broker-Dealer, Private Equity Firms, Asset Managment, Investment Management, Strategic Sourcing, Pensions, Financial Services, Fixed Income, Equities, Alternative Investments, Risk Management, Procurement, IT Outsourcing, IT Procurement, IT Sourcing, Global Custody, Securities Lending, Professional Services, Pension Administration, Pension Funds, Benefits Administration, Defined Contribution, Defined Benefit, Derivatives, Vendor Management, Asset Management, Finance, Outsourcing, Process Improvement, Supply Management, Financial Risk, Options
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
Penn State University 1991 — 1995
BS, Marketing
Chestnut Hill Academy 1978 — 1991
High School
Park Lexington Advisors 2011 - Present
Springside Chestnut Hill Academy 2014 - Present
BlackRock 2011 - 2011
AllianceBernstein 2005 - 2011
Park Lexington Advisors, LLC / StoverDowns 2005 - 2009
AXA Financial / Equitable 2003 - 2005
Steelcase 1998 - 2001
International Paper 1995 - 1998
Skills
Hedge Funds, Mutual Funds, Broker-Dealer, Private Equity Firms, Asset Managment, Investment Management, Strategic Sourcing, Pensions, Financial Services, Fixed Income, Equities, Alternative Investments, Risk Management, Procurement, IT Outsourcing, IT Procurement, IT Sourcing, Global Custody, Securities Lending, Professional Services, Pension Administration, Pension Funds, Benefits Administration, Defined Contribution, Defined Benefit, Derivatives, Vendor Management, Asset Management, Finance, Outsourcing, Process Improvement, Supply Management, Financial Risk, Options
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
Penn State University 1991 — 1995
BS, Marketing
Chestnut Hill Academy 1978 — 1991
High School
Tim Ahn, ARM Tim Ahn, ARM's AllianceBernstein Experience January 2007 - July 2007
Job Senior Associate at Novo Nordisk A/S
Industry Pharmaceuticals
Experience
Novo Nordisk A/S January 2013 - Present
PepsiCo July 2008 - February 2012
PepsiCo January 2008 - May 2008
AllianceBernstein January 2007 - July 2007
TIAA-CREF 1997 - 2005
Skills
Financial Modeling, Risk Management, SOX, Portfolio Management, Captive Insurance, Financial Analysis, Treasury Management, Capital Markets, Liquidity Management, Letters of Credit, Foreign Exchange..., International Business..., Annual Planning, SoC, Sarbanes-Oxley Act, Captives, Contractual Risk..., Product Security, Enterprise Risk..., Workers' Compensation..., Property & Casualty..., Employment Practices..., Claims Management, Legal Contract Review, Pharmaceutical Industry, OSHA, Risk Financing, Risk Assessment, Finance
Education
Pace University - Lubin School of Business 1999 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York at Albany 1990 — 1994
BA, Economics & East Asian Studies (Dual Major)
Ramapo HS
Novo Nordisk A/S January 2013 - Present
PepsiCo July 2008 - February 2012
PepsiCo January 2008 - May 2008
AllianceBernstein January 2007 - July 2007
TIAA-CREF 1997 - 2005
Skills
Financial Modeling, Risk Management, SOX, Portfolio Management, Captive Insurance, Financial Analysis, Treasury Management, Capital Markets, Liquidity Management, Letters of Credit, Foreign Exchange..., International Business..., Annual Planning, SoC, Sarbanes-Oxley Act, Captives, Contractual Risk..., Product Security, Enterprise Risk..., Workers' Compensation..., Property & Casualty..., Employment Practices..., Claims Management, Legal Contract Review, Pharmaceutical Industry, OSHA, Risk Financing, Risk Assessment, Finance
Education
Pace University - Lubin School of Business 1999 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York at Albany 1990 — 1994
BA, Economics & East Asian Studies (Dual Major)
Ramapo HS
Ardra “Bobbi” Baksi Ardra “Bobbi” Baksi's AllianceBernstein Experience October 2014 - June 2015
Job RFP Specialist at Insight Investment
Industry Financial Services
Experience
AllianceBernstein October 2014 - June 2015
KST International Business, Inc. – Commodities Market Small Business June 2012 - October 2014
Deutsche Bank AG June 2008 - May 2009
J&W Seligman February 2004 - January 2007
Morgan Stanley Wealth Management March 2002 - February 2004
Morgan Stanley Wealth Management 2000 - 2002
Skills
Inspiring Leader, Strong Communication..., Creative and Analytical..., Marketing, Leadership, CRM, Proposal Writing, Financial Modeling, Business Strategy, Economics, Valuation, Financial Analysis, Strategic Planning, Due Diligence, Project Management, Investments, Research, Business Analysis, Program Management, Risk Management, Entrepreneurship, Data Analysis, Market Research, Communication, Corporate Finance, Marketing Strategy, Business Development, Portfolio Management, Management, Finance, Competitive Analysis, Asset Management, Start-ups, Mergers & Acquisitions, Private Equity, Market Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, General Management
Oxford University - Said Business School 2011 — 2011
Global Enterprise Management
The Johns Hopkins University 1994 — 1998
BA, Economics
Huntington East High School 1990 — 1994
High School, N/A
Gallaher Elementary 1988 — 1989
AllianceBernstein October 2014 - June 2015
KST International Business, Inc. – Commodities Market Small Business June 2012 - October 2014
Deutsche Bank AG June 2008 - May 2009
J&W Seligman February 2004 - January 2007
Morgan Stanley Wealth Management March 2002 - February 2004
Morgan Stanley Wealth Management 2000 - 2002
Skills
Inspiring Leader, Strong Communication..., Creative and Analytical..., Marketing, Leadership, CRM, Proposal Writing, Financial Modeling, Business Strategy, Economics, Valuation, Financial Analysis, Strategic Planning, Due Diligence, Project Management, Investments, Research, Business Analysis, Program Management, Risk Management, Entrepreneurship, Data Analysis, Market Research, Communication, Corporate Finance, Marketing Strategy, Business Development, Portfolio Management, Management, Finance, Competitive Analysis, Asset Management, Start-ups, Mergers & Acquisitions, Private Equity, Market Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, General Management
Oxford University - Said Business School 2011 — 2011
Global Enterprise Management
The Johns Hopkins University 1994 — 1998
BA, Economics
Huntington East High School 1990 — 1994
High School, N/A
Gallaher Elementary 1988 — 1989
Erika Gluckstal Erika Gluckstal's AllianceBernstein Experience May 2008 - March 2009
Job MBA graduate seeking career opportunities in marketing
Industry Financial Services
Experience
First Republic Bank May 2012 - January 2014
AllianceBernstein May 2008 - March 2009
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Financial Management
Wingate University 2003 — 2007
B.S., Marketing
First Republic Bank May 2012 - January 2014
AllianceBernstein May 2008 - March 2009
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Financial Management
Wingate University 2003 — 2007
B.S., Marketing
Donald Murphy Donald Murphy's AllianceBernstein Experience May 2012 - Present
Job Vice President, Design Director at AB
Industry Financial Services
Experience
AB April 2015 - Present
AllianceBernstein May 2012 - Present
Neuberger Berman August 2011 - May 2012
AllianceBernstein February 2007 - July 2011
Doremus January 2006 - February 2007
self-employed April 2005 - January 2006
PrimeLook September 1998 - April 2005
New York University December 1996 - September 1998
Skills
Leadership, Graphics, Brochures, Typography, Corporate Branding, Logo Design, Collateral, Graphic Design, Marketing, User Interface Design, Art Direction, Branding & Identity, Art, Creative Direction, User Experience, Project Management, Adobe Creative Suite, Product Development, QuarkXPress, Advertising, Interaction Design, Illustrator, Layout, Print, Photoshop, Adobe Acrobat, Corporate Identity, Email Marketing, InDesign, Information Architecture, User-centered Design, Pre-press
Education
Pratt Institute 1988 — 1991
BFA, Fine Arts (Printmaking)
AB April 2015 - Present
AllianceBernstein May 2012 - Present
Neuberger Berman August 2011 - May 2012
AllianceBernstein February 2007 - July 2011
Doremus January 2006 - February 2007
self-employed April 2005 - January 2006
PrimeLook September 1998 - April 2005
New York University December 1996 - September 1998
Skills
Leadership, Graphics, Brochures, Typography, Corporate Branding, Logo Design, Collateral, Graphic Design, Marketing, User Interface Design, Art Direction, Branding & Identity, Art, Creative Direction, User Experience, Project Management, Adobe Creative Suite, Product Development, QuarkXPress, Advertising, Interaction Design, Illustrator, Layout, Print, Photoshop, Adobe Acrobat, Corporate Identity, Email Marketing, InDesign, Information Architecture, User-centered Design, Pre-press
Education
Pratt Institute 1988 — 1991
BFA, Fine Arts (Printmaking)
Gloria Cho Gloria Cho's AllianceBernstein Experience July 2004 - October 2008
Job Project Manager at Nomura Securities
Industry Financial Services
Experience
Nomura Securities June 2010 - Present
Bronx Lebanon Hospital Center April 2009 - June 2010
AllianceBernstein July 2004 - October 2008
Skills
Architecture, Architectures, AutoCAD, Budgets, Contract Management, Contract Negotiation, Facilities Management, Interior Design, LEED AP, Management, Microsoft Excel, Microsoft Office, Photoshop, Project Management, Project Planning, Space Planning, Strategic Planning, Submittals, Team Building, Vendor Management, Process Improvement
Education
Pratt Institute
Masters, Interior Design
University of Illinois at Urbana-Champaign
Bachelors, Psychology
Nomura Securities June 2010 - Present
Bronx Lebanon Hospital Center April 2009 - June 2010
AllianceBernstein July 2004 - October 2008
Skills
Architecture, Architectures, AutoCAD, Budgets, Contract Management, Contract Negotiation, Facilities Management, Interior Design, LEED AP, Management, Microsoft Excel, Microsoft Office, Photoshop, Project Management, Project Planning, Space Planning, Strategic Planning, Submittals, Team Building, Vendor Management, Process Improvement
Education
Pratt Institute
Masters, Interior Design
University of Illinois at Urbana-Champaign
Bachelors, Psychology
Jonathan Woods's AllianceBernstein Experience August 2006 - August 2008
Job Regulatory Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2013 - Present
UBS Investment Bank June 2011 - Present
Various May 2009 - May 2011
Bridgewater Associates August 2008 - April 2009
AllianceBernstein August 2006 - August 2008
Skills
Equities, Reconciliation, Bloomberg, Excel, Fixed Income, Investment Banking, Capital Markets, Asset Managment, Securities, Hedge Funds, Investments, Bloomberg Terminal, Trading, Mutual Funds, Corporate Actions, Fund Accounting, Bonds, Account Reconciliation, Asset Management, Microsoft Excel, Settlement, Valuation
Education
Pace University - Lubin School of Business 2002 — 2006
2006, Finance; Religious Studies
Sapienza Università di Roma 2005 — 2005
University of Limerick 2004 — 2004
Wilton High School 1998 — 2002
UBS Investment Bank June 2013 - Present
UBS Investment Bank June 2011 - Present
Various May 2009 - May 2011
Bridgewater Associates August 2008 - April 2009
AllianceBernstein August 2006 - August 2008
Skills
Equities, Reconciliation, Bloomberg, Excel, Fixed Income, Investment Banking, Capital Markets, Asset Managment, Securities, Hedge Funds, Investments, Bloomberg Terminal, Trading, Mutual Funds, Corporate Actions, Fund Accounting, Bonds, Account Reconciliation, Asset Management, Microsoft Excel, Settlement, Valuation
Education
Pace University - Lubin School of Business 2002 — 2006
2006, Finance; Religious Studies
Sapienza Università di Roma 2005 — 2005
University of Limerick 2004 — 2004
Wilton High School 1998 — 2002
Thomas Garvey Thomas Garvey's AllianceBernstein Experience June 2014 - December 2014
Job Sr. Onsite Recruiter at Capco
Industry Staffing and Recruiting
Experience
STAR Solutions (RPO) June 2015 - Present
Vantage Point Consulting December 2014 - June 2015
AllianceBernstein June 2014 - December 2014
BDO USA, LLP November 2013 - June 2014
Forrest Solutions Group June 2009 - November 2013
Leviton February 2005 - June 2009
Skills
Contract Recruitment, Microsoft Excel, Oracle Applications, SAP, Lawson General Ledger, Mas 90, Technical Recruiting, PeopleSoft, Bullhorn, LinkedIn, SQL, Permanent Placement, Executive Search, Sourcing, Talent Acquisition, SDLC, Interview Preparation, Full-life Cycle..., Talent Management, Recruiting, Internet Recruiting, Hiring, Screening Resumes, Staffing Services, Employee Relations, Interviews, Consulting, Screening, Business Development, Temporary Placement, Outsourcing, Networking, Onboarding, Staff Augmentation, IT Recruitment, Resume Writing, Temporary Staffing, Resource Management, Information Technology, Human Resources, Search, Candidate Generation, Taleo, HRIS, Recruitment Advertising, College Recruiting, Employer Branding, Cold Calling, Job Descriptions, Personnel Management
Education
Pace University - Lubin School of Business 2000 — 2004
BBA, Business Management
STAR Solutions (RPO) June 2015 - Present
Vantage Point Consulting December 2014 - June 2015
AllianceBernstein June 2014 - December 2014
BDO USA, LLP November 2013 - June 2014
Forrest Solutions Group June 2009 - November 2013
Leviton February 2005 - June 2009
Skills
Contract Recruitment, Microsoft Excel, Oracle Applications, SAP, Lawson General Ledger, Mas 90, Technical Recruiting, PeopleSoft, Bullhorn, LinkedIn, SQL, Permanent Placement, Executive Search, Sourcing, Talent Acquisition, SDLC, Interview Preparation, Full-life Cycle..., Talent Management, Recruiting, Internet Recruiting, Hiring, Screening Resumes, Staffing Services, Employee Relations, Interviews, Consulting, Screening, Business Development, Temporary Placement, Outsourcing, Networking, Onboarding, Staff Augmentation, IT Recruitment, Resume Writing, Temporary Staffing, Resource Management, Information Technology, Human Resources, Search, Candidate Generation, Taleo, HRIS, Recruitment Advertising, College Recruiting, Employer Branding, Cold Calling, Job Descriptions, Personnel Management
Education
Pace University - Lubin School of Business 2000 — 2004
BBA, Business Management
Ryan Pochick Ryan Pochick's AllianceBernstein Experience July 2007 - January 2009
Job IT Architect of Engineering and Global Data Center Infrastructure
Industry Information Technology and Services
Experience
Experian August 2015 - Present
Apollo Management June 2010 - January 2014
GAIN Capital January 2009 - May 2010
AllianceBernstein July 2007 - January 2009
MarketAxess October 2005 - July 2007
TD Ameritrade September 2002 - November 2005
Datek Online Holdings Corp. December 1998 - September 2002
Skills
IIS, VMware, Citrix, Active Directory, Virtualization, Data Center, Enterprise Architecture, Solution Architecture, NetApp, Microsoft Exchange, IT Management, High Availability, Vendor Management, Architecture, Powershell, Disaster Recovery, Networking, Storage, Blackberry Enterprise..., Linux, Hyper-V, Trading, Cluster, Infrastructure, SAN, Routing, DNS, Enterprise Software
Education
Penn State University
BA
The Chubb Institute
Experian August 2015 - Present
Apollo Management June 2010 - January 2014
GAIN Capital January 2009 - May 2010
AllianceBernstein July 2007 - January 2009
MarketAxess October 2005 - July 2007
TD Ameritrade September 2002 - November 2005
Datek Online Holdings Corp. December 1998 - September 2002
Skills
IIS, VMware, Citrix, Active Directory, Virtualization, Data Center, Enterprise Architecture, Solution Architecture, NetApp, Microsoft Exchange, IT Management, High Availability, Vendor Management, Architecture, Powershell, Disaster Recovery, Networking, Storage, Blackberry Enterprise..., Linux, Hyper-V, Trading, Cluster, Infrastructure, SAN, Routing, DNS, Enterprise Software
Education
Penn State University
BA
The Chubb Institute
Rob Epler's AllianceBernstein Experience June 2004 - January 2010
Job President Hell's Kitchen Software, LTD
Industry Computer Software
Experience
Hell's Kitchen Software, Ltd. January 2010 - Present
Patient Physician Trust Partnership January 2010 - Present
AllianceBernstein June 2004 - January 2010
RMH International January 2003 - April 2004
Micro Endeavors (Contract) June 2002 - October 2002
Visalign July 1999 - 2002
Conectiv Enterprises, Inc. May 1998 - July 1999
Skills
SDLC, C#, SQL, Business Analysis, Business Intelligence, Microsoft SQL Server, ASP.NET, Visio, Software Project..., Vendor Management, XML, .NET, Endeca, Web Services, Scrum, Unix, Software Development, Perl, iOS development, Integration, Mobile Web Design, Java
Education
Pennsylvania State University 2000 — 2002
Masters, Software Engineering
University of Delaware 1995 — 2000
Bachelor of Science, Computer Science
Hell's Kitchen Software, Ltd. January 2010 - Present
Patient Physician Trust Partnership January 2010 - Present
AllianceBernstein June 2004 - January 2010
RMH International January 2003 - April 2004
Micro Endeavors (Contract) June 2002 - October 2002
Visalign July 1999 - 2002
Conectiv Enterprises, Inc. May 1998 - July 1999
Skills
SDLC, C#, SQL, Business Analysis, Business Intelligence, Microsoft SQL Server, ASP.NET, Visio, Software Project..., Vendor Management, XML, .NET, Endeca, Web Services, Scrum, Unix, Software Development, Perl, iOS development, Integration, Mobile Web Design, Java
Education
Pennsylvania State University 2000 — 2002
Masters, Software Engineering
University of Delaware 1995 — 2000
Bachelor of Science, Computer Science
Kelly Church's AllianceBernstein Experience 2002 - 2003
Job
Industry Financial Services
Experience
Morgan Stanley 2011 - 2014
UBS Wealth Management 2008 - 2011
Morgan Stanley 2005 - 2008
Optima Fund Management 2003 - 2005
AllianceBernstein 2002 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Series 7, Asset Management, Fixed Income, Investments, Financial Services, Strategy, Wealth Management, Securities, Capital Markets, Private Equity, Competitive Analysis
Education
Princeton University
AB, English
Morgan Stanley 2011 - 2014
UBS Wealth Management 2008 - 2011
Morgan Stanley 2005 - 2008
Optima Fund Management 2003 - 2005
AllianceBernstein 2002 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Series 7, Asset Management, Fixed Income, Investments, Financial Services, Strategy, Wealth Management, Securities, Capital Markets, Private Equity, Competitive Analysis
Education
Princeton University
AB, English
Bill Hays's AllianceBernstein Experience January 2007 - Present
Job Head of Strategy and Design, Client Communications
Industry Marketing and Advertising
Experience
AllianceBernstein January 2007 - Present
Prism Marketing and Communications 2003 - 2007
Prism Marketing and Communications 1996 - 2003
Young and Rubicam, The Bravo Group 1995 - 1996
Skills
Integrated Marketing, Advertising, Direct Marketing, Promotions, Art Direction, Corporate Identity, Packaging, Television, Direct Mail, Digital Marketing, Marketing Communications, Online Marketing, Social Media, Marketing Strategy, Creative Strategy, Digital Strategy, Photoshop, Creative Development, Social Media Marketing, Brand Development, Web Design, Graphic Design, Corporate Communications, Creative Direction
Education
Pratt Institute 1993 — 1997
BFA, Computer Graphics
AllianceBernstein January 2007 - Present
Prism Marketing and Communications 2003 - 2007
Prism Marketing and Communications 1996 - 2003
Young and Rubicam, The Bravo Group 1995 - 1996
Skills
Integrated Marketing, Advertising, Direct Marketing, Promotions, Art Direction, Corporate Identity, Packaging, Television, Direct Mail, Digital Marketing, Marketing Communications, Online Marketing, Social Media, Marketing Strategy, Creative Strategy, Digital Strategy, Photoshop, Creative Development, Social Media Marketing, Brand Development, Web Design, Graphic Design, Corporate Communications, Creative Direction
Education
Pratt Institute 1993 — 1997
BFA, Computer Graphics
Josh Loeb's AllianceBernstein Experience September 2013 - December 2013
Job Vice President, Quantitative Software Engineer, Two Harbors Investment
Industry Financial Services
Experience
Two Harbors Investment Corp. January 2014 - Present
AllianceBernstein September 2013 - December 2013
The Baupost Group May 2011 - February 2013
AllianceBernstein March 2008 - May 2011
UBS Investment Bank 2003 - 2007
Merrill Lynch 1998 - 2000
Tudor Investment 1996 - 1999
Skills
Fixed Income, .NET, WCF Services, Entity Framework, Microsoft SQL Server, Relational Databases, SQL, C++, C#, VBA, WCF, LINQ, Bonds, Analysis, Software Development, Bloomberg, Hedge Funds, Portfolio Management, Trading Systems, Derivatives, SDLC, Capital Markets
Education
University of Massachusetts, Amherst 1991 — 1993
Graduate Physics
Stony Brook University 1989 — 1991
BS, Physics
Purchase College, SUNY 1987 — 1989
Two Harbors Investment Corp. January 2014 - Present
AllianceBernstein September 2013 - December 2013
The Baupost Group May 2011 - February 2013
AllianceBernstein March 2008 - May 2011
UBS Investment Bank 2003 - 2007
Merrill Lynch 1998 - 2000
Tudor Investment 1996 - 1999
Skills
Fixed Income, .NET, WCF Services, Entity Framework, Microsoft SQL Server, Relational Databases, SQL, C++, C#, VBA, WCF, LINQ, Bonds, Analysis, Software Development, Bloomberg, Hedge Funds, Portfolio Management, Trading Systems, Derivatives, SDLC, Capital Markets
Education
University of Massachusetts, Amherst 1991 — 1993
Graduate Physics
Stony Brook University 1989 — 1991
BS, Physics
Purchase College, SUNY 1987 — 1989
Jeremy Tonet, CFA's AllianceBernstein Experience 2004 - 2007
Job Research Analyst, Executive Director at J.P. Morgan
Industry Research
Experience
J.P. Morgan August 2011 - Present
UBS July 2009 - August 2011
UBS June 2007 - July 2009
AllianceBernstein 2004 - 2007
Deutsche Bank August 2001 - April 2004
Skills
Financial Modeling, Trading, Equities, Portfolio Management, Capital Markets
Education
Providence College 1997 — 2001
BA, Major: Political Science, Minor: Finance
J.P. Morgan August 2011 - Present
UBS July 2009 - August 2011
UBS June 2007 - July 2009
AllianceBernstein 2004 - 2007
Deutsche Bank August 2001 - April 2004
Skills
Financial Modeling, Trading, Equities, Portfolio Management, Capital Markets
Education
Providence College 1997 — 2001
BA, Major: Political Science, Minor: Finance
Michael J. Ferraro's AllianceBernstein Experience April 2010 - Present
Job Vice President Advisor, SubAdvisory Relationships at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein April 2010 - Present
AllianceBernstein July 2008 - March 2010
Bernstein Global Wealth Management April 2007 - June 2008
JPMorgan Chase August 2006 - March 2007
sanofi-aventis February 2005 - July 2006
USN May 2000 - January 2005
Education
Penn State University 1996 — 2000
AllianceBernstein April 2010 - Present
AllianceBernstein July 2008 - March 2010
Bernstein Global Wealth Management April 2007 - June 2008
JPMorgan Chase August 2006 - March 2007
sanofi-aventis February 2005 - July 2006
USN May 2000 - January 2005
Education
Penn State University 1996 — 2000
Oktay Babayev's AllianceBernstein Experience August 2009 - April 2012
Job Structured Products
Industry Financial Services
Experience
Fannie Mae September 2012 - Present
AllianceBernstein August 2009 - April 2012
AllianceBernstein September 2007 - August 2009
Bloomberg LP March 2006 - September 2007
Deloitte March 2005 - December 2005
Fitch Ratings June 2004 - March 2005
Skills
CDO, Bloomberg, CMBS, Structured Products, Investments, MBS, Credit, Loans, Fixed Income, Capital Markets, Residential Mortgages, Financial Modeling, Portfolio Management, Derivatives, Valuation, Equities, Hedge Funds, Financial Analysis
Education
Pace University 2002 — 2006
Fannie Mae September 2012 - Present
AllianceBernstein August 2009 - April 2012
AllianceBernstein September 2007 - August 2009
Bloomberg LP March 2006 - September 2007
Deloitte March 2005 - December 2005
Fitch Ratings June 2004 - March 2005
Skills
CDO, Bloomberg, CMBS, Structured Products, Investments, MBS, Credit, Loans, Fixed Income, Capital Markets, Residential Mortgages, Financial Modeling, Portfolio Management, Derivatives, Valuation, Equities, Hedge Funds, Financial Analysis
Education
Pace University 2002 — 2006
Scott Zemachson's AllianceBernstein Experience September 1996 - March 2011
Job Managing Director/Financial Advisor JP Morgan
Industry Financial Services
Experience
JP Morgan March 2011 - Present
AllianceBernstein September 1996 - March 2011
Skills
Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Estate Planning, Hedge Funds, Alternative Investments, Wealth Management..., High Net Worth..., Investment Strategies, Finance, Investment Management, Mutual Funds, Series 7
Education
Penn State University 1991 — 1995
BS, Management
JP Morgan March 2011 - Present
AllianceBernstein September 1996 - March 2011
Skills
Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Estate Planning, Hedge Funds, Alternative Investments, Wealth Management..., High Net Worth..., Investment Strategies, Finance, Investment Management, Mutual Funds, Series 7
Education
Penn State University 1991 — 1995
BS, Management
Yoky Tsang's AllianceBernstein Experience 2000 - Present
Job InfoSec application analyst at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein CAAG team leadAllianceBernstein2000 - Present
AllianceBernstein 2000 - Present
AllianceBernstein 2000 - Present
Education
Pace University 1997 — 2001
Alliance Bernstein CAAG team leadAllianceBernstein2000 - Present
AllianceBernstein 2000 - Present
AllianceBernstein 2000 - Present
Education
Pace University 1997 — 2001
Lilliana Mason's AllianceBernstein Experience June 2002 - June 2005
Job Assistant Professor at University of Maryland, College Park
Industry Research
Experience
University of Maryland June 2015 - Present
Rutgers University August 2013 - April 2015
Rutgers University August 2014 - December 2014
CBS News Radio November 2010 - November 2010
Stony Brook University January 2010 - May 2010
Political Psychology July 2008 - May 2009
Stony Brook University September 2005 - May 2008
Stony Brook University September 2007 - December 2007
AllianceBernstein June 2002 - June 2005
Digital Freedom Network November 2002 - March 2003
Skills
Political Science, Social Psychology, Stata, Survey Design, Writing, Research, Data Analysis, Qualitative Research, Politics, Blogging, Analysis, Public Policy, Policy Analysis
Education
State University of New York at Stony Brook 2005 — 2013
Doctor of Philosophy (PhD), Political Science
Princeton University 1996 — 2000
BA, Politics, Latin American Studies
University of Maryland June 2015 - Present
Rutgers University August 2013 - April 2015
Rutgers University August 2014 - December 2014
CBS News Radio November 2010 - November 2010
Stony Brook University January 2010 - May 2010
Political Psychology July 2008 - May 2009
Stony Brook University September 2005 - May 2008
Stony Brook University September 2007 - December 2007
AllianceBernstein June 2002 - June 2005
Digital Freedom Network November 2002 - March 2003
Skills
Political Science, Social Psychology, Stata, Survey Design, Writing, Research, Data Analysis, Qualitative Research, Politics, Blogging, Analysis, Public Policy, Policy Analysis
Education
State University of New York at Stony Brook 2005 — 2013
Doctor of Philosophy (PhD), Political Science
Princeton University 1996 — 2000
BA, Politics, Latin American Studies
David Saslowsky's AllianceBernstein Experience October 2010 - Present
Job Regional Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2010 - Present
Large Commercial Bank September 2007 - October 2010
Lehman Brothers April 2006 - September 2007
Education
Penn State University 2000 — 2004
AllianceBernstein October 2010 - Present
Large Commercial Bank September 2007 - October 2010
Lehman Brothers April 2006 - September 2007
Education
Penn State University 2000 — 2004
Daniel Pailes-Friedman's AllianceBernstein Experience May 2007 - May 2011
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley March 2011 - Present
AllianceBernstein May 2007 - May 2011
UBS Global Asset Management January 2004 - May 2007
Starwood Hotels & Resorts Worldwide, Inc. April 2003 - January 2004
Optimum Logistics, Inc June 2001 - April 2003
Partminer, Inc September 2000 - June 2001
Muze, Inc February 1999 - September 2000
Skills
SDLC, Java, C#, Microsoft SQL Server, Design Patterns, Sybase, Agile Methodologies
Education
Pratt Institute
Bachelor Fine Arts
Pace University
Masters, Computer Science
University of Michigan
Liberal Arts
Morgan Stanley March 2011 - Present
AllianceBernstein May 2007 - May 2011
UBS Global Asset Management January 2004 - May 2007
Starwood Hotels & Resorts Worldwide, Inc. April 2003 - January 2004
Optimum Logistics, Inc June 2001 - April 2003
Partminer, Inc September 2000 - June 2001
Muze, Inc February 1999 - September 2000
Skills
SDLC, Java, C#, Microsoft SQL Server, Design Patterns, Sybase, Agile Methodologies
Education
Pratt Institute
Bachelor Fine Arts
Pace University
Masters, Computer Science
University of Michigan
Liberal Arts
Coreen Ostendorp's AllianceBernstein Experience May 2005 - August 2010
Job Vice President, Institutional Client Services at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management August 2010 - Present
AllianceBernstein May 2005 - August 2010
State Street 2003 - 2005
Skills
Bloomberg, Mutual Funds, Equities, Hedge Funds, Investments, Emerging Markets, Asset Management, Financial Services, Securities
Education
Pace University 2007 — 2010
MBA, Investment Management
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Economics
Lazard Asset Management August 2010 - Present
AllianceBernstein May 2005 - August 2010
State Street 2003 - 2005
Skills
Bloomberg, Mutual Funds, Equities, Hedge Funds, Investments, Emerging Markets, Asset Management, Financial Services, Securities
Education
Pace University 2007 — 2010
MBA, Investment Management
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Economics
Ilya Seltser's AllianceBernstein Experience January 2008 - April 2008
Job Product Manager
Industry Pharmaceuticals
Experience
Express Scripts April 2012 - Present
Medco Health Solutions April 2010 - April 2012
Medco April 2008 - November 2010
AllianceBernstein January 2008 - April 2008
AllianceBernstein June 2006 - January 2008
Skills
Attention To Detail, Business Analysis, Data Analysis, Market Research, Microsoft Excel, Financial Analysis, Financial Modeling, Project Management, Visio, Business Process..., Strategic Planning, Microsoft Office, Analysis, Competitive Analysis, Risk Management, Process Improvement, Business Intelligence, Requirements Analysis, Business Strategy, Budgets, MS Project, Management, Vendor Management, Business Development, Requirements Gathering
Education
Pace University 2003 — 2007
BBA, Marketing
Express Scripts April 2012 - Present
Medco Health Solutions April 2010 - April 2012
Medco April 2008 - November 2010
AllianceBernstein January 2008 - April 2008
AllianceBernstein June 2006 - January 2008
Skills
Attention To Detail, Business Analysis, Data Analysis, Market Research, Microsoft Excel, Financial Analysis, Financial Modeling, Project Management, Visio, Business Process..., Strategic Planning, Microsoft Office, Analysis, Competitive Analysis, Risk Management, Process Improvement, Business Intelligence, Requirements Analysis, Business Strategy, Budgets, MS Project, Management, Vendor Management, Business Development, Requirements Gathering
Education
Pace University 2003 — 2007
BBA, Marketing
Joe Centofanti's AllianceBernstein Experience August 2000 - August 2001
Job Relationship Manager at EMPOWER Retirement of GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement January 2011 - Present
Real Estate Investor September 2004 - Present
Great-West Financial April 2013 - Present
Great-West Financial January 2011 - March 2013
Guardian Life Insurance September 2009 - January 2011
Principal Financial Group August 2008 - June 2009
Great-West Retirement Services September 2006 - August 2008
MetLife Financial Services January 2006 - September 2006
Diversified Investment Advisors August 2001 - January 2006
AllianceBernstein August 2000 - August 2001
Skills
Customer Relations, Series 7, Series 63, FINRA, Pensions, FINRA Series 6, Plan Design, 401k, Profit Sharing, Retirement, Series 6, Defined Benefit, Qualified Retirement..., Relationship Management, Mutual Funds, Retirement Planning, Employee Benefits
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1996
BBA, Management Information Systems
Harrison High School 1987 — 1991
EMPOWER Retirement January 2011 - Present
Real Estate Investor September 2004 - Present
Great-West Financial April 2013 - Present
Great-West Financial January 2011 - March 2013
Guardian Life Insurance September 2009 - January 2011
Principal Financial Group August 2008 - June 2009
Great-West Retirement Services September 2006 - August 2008
MetLife Financial Services January 2006 - September 2006
Diversified Investment Advisors August 2001 - January 2006
AllianceBernstein August 2000 - August 2001
Skills
Customer Relations, Series 7, Series 63, FINRA, Pensions, FINRA Series 6, Plan Design, 401k, Profit Sharing, Retirement, Series 6, Defined Benefit, Qualified Retirement..., Relationship Management, Mutual Funds, Retirement Planning, Employee Benefits
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1996
BBA, Management Information Systems
Harrison High School 1987 — 1991
Michelle Rawlick's AllianceBernstein Experience May 2005 - November 2006
Job Internal Communications Specialist at CPG
Industry Writing and Editing
Experience
Church Pension Group January 2007 - Present
AllianceBernstein May 2005 - November 2006
Deutsche Asset Management July 2004 - March 2005
HSBC May 2000 - October 2003
Philip Morris Companies Inc August 1987 - March 2000
Federal Reserve Bank of New York November 1982 - August 1987
Skills
Strategic Communications, Newsletters, Internal Communications, Content Management, Editing, Press Releases, Crisis Communications, Media Relations, Marketing Communications, Copy Editing, Public Relations, Journalism, Social Media, Communication Training, Copywriting, Advertising, Event Planning, Magazines, Research, Blogging, Publications, Social Media Marketing, Publicity, Content Strategy, Web Content Management, Publishing, Digital Media, Technical Writing, Proofreading, Marketing, Event Management, Content Development, Creative Writing, Photography, Web Content, Communications Planning, Editorial
Education
Pace University 1977 — 1981
Bachelor of Arts (B.A.), Journalism
Good Counsel 1974 — 1977
Church Pension Group January 2007 - Present
AllianceBernstein May 2005 - November 2006
Deutsche Asset Management July 2004 - March 2005
HSBC May 2000 - October 2003
Philip Morris Companies Inc August 1987 - March 2000
Federal Reserve Bank of New York November 1982 - August 1987
Skills
Strategic Communications, Newsletters, Internal Communications, Content Management, Editing, Press Releases, Crisis Communications, Media Relations, Marketing Communications, Copy Editing, Public Relations, Journalism, Social Media, Communication Training, Copywriting, Advertising, Event Planning, Magazines, Research, Blogging, Publications, Social Media Marketing, Publicity, Content Strategy, Web Content Management, Publishing, Digital Media, Technical Writing, Proofreading, Marketing, Event Management, Content Development, Creative Writing, Photography, Web Content, Communications Planning, Editorial
Education
Pace University 1977 — 1981
Bachelor of Arts (B.A.), Journalism
Good Counsel 1974 — 1977
Jim Luisi's AllianceBernstein Experience January 1985 - July 2006
Job Director, Workforce Management at Alorica
Industry Outsourcing/Offshoring
Experience
Alorica March 2008 - Present
AllianceBernstein January 1985 - July 2006
Skills
Vendor Management, Process Improvement, Forecasting, Budgets, Call Centers, Operations Management, Performance Management, Team Building, Customer Experience, Outsourcing, Customer Satisfaction, Customer Service, Workforce Management, Financial Services, Business Development, Leadership, CRM, Risk Management, Training, Customer Retention, Contract Negotiation, Sales Operations, Business Process..., Management, Account Management, Analysis, Business Analysis, Business Strategy, Change Management, Coaching, Cross-functional Team..., Employee Training, Executive Management, Hiring, IVR, Program Management, Project Management, Quality Assurance, Start-ups, Strategic Planning, Strategy, Team Leadership, Team Management, Telecommunications
Education
University of the Incarnate Word 2006 — 2007
BBA, Business Administration, Management and Operations
Providence College 1977 — 1980
St. John the Baptist High School 1973 — 1977
Alorica March 2008 - Present
AllianceBernstein January 1985 - July 2006
Skills
Vendor Management, Process Improvement, Forecasting, Budgets, Call Centers, Operations Management, Performance Management, Team Building, Customer Experience, Outsourcing, Customer Satisfaction, Customer Service, Workforce Management, Financial Services, Business Development, Leadership, CRM, Risk Management, Training, Customer Retention, Contract Negotiation, Sales Operations, Business Process..., Management, Account Management, Analysis, Business Analysis, Business Strategy, Change Management, Coaching, Cross-functional Team..., Employee Training, Executive Management, Hiring, IVR, Program Management, Project Management, Quality Assurance, Start-ups, Strategic Planning, Strategy, Team Leadership, Team Management, Telecommunications
Education
University of the Incarnate Word 2006 — 2007
BBA, Business Administration, Management and Operations
Providence College 1977 — 1980
St. John the Baptist High School 1973 — 1977
Leigh Swan's AllianceBernstein Experience July 2010 - November 2011
Job Recruiter at Morgan Stanley
Industry Staffing and Recruiting
Experience
Morgan Stanley February 2015 - Present
HEINEKEN June 2014 - February 2015
McKinsey & Company May 2012 - October 2013
SAC Capital November 2011 - May 2012
AllianceBernstein July 2010 - November 2011
Greenwich Associates September 2009 - May 2010
McKinsey & Company September 2007 - March 2009
McKinsey & Company August 2003 - September 2007
SCORE! Educational Centers July 1997 - August 2003
SCORE! LEARNING CORP July 1997 - August 2003
Skills
Recruiting, Workshop Facilitation, Sales, Research, Outlook, Lotus Notes, PowerPoint, Microsoft Excel, Customer Service, Online Research, Training, Data Analysis, Sourcing, Interviews, Strategy, Applicant Tracking..., Management, Hiring
Education
Princeton University 1993 — 1997
Bachelor of Arts, Sociology
Princeton University 1993 — 1997
Bachelor of Arts, Sociology
Morgan Stanley February 2015 - Present
HEINEKEN June 2014 - February 2015
McKinsey & Company May 2012 - October 2013
SAC Capital November 2011 - May 2012
AllianceBernstein July 2010 - November 2011
Greenwich Associates September 2009 - May 2010
McKinsey & Company September 2007 - March 2009
McKinsey & Company August 2003 - September 2007
SCORE! Educational Centers July 1997 - August 2003
SCORE! LEARNING CORP July 1997 - August 2003
Skills
Recruiting, Workshop Facilitation, Sales, Research, Outlook, Lotus Notes, PowerPoint, Microsoft Excel, Customer Service, Online Research, Training, Data Analysis, Sourcing, Interviews, Strategy, Applicant Tracking..., Management, Hiring
Education
Princeton University 1993 — 1997
Bachelor of Arts, Sociology
Princeton University 1993 — 1997
Bachelor of Arts, Sociology
Ding Liu's AllianceBernstein Experience January 2007 - Present
Job VP, Senior Quantitative Analyst, Private Client Investment Strategy at AllianceBernstein, CFA Charterholder
Industry Investment Management
Experience
AllianceBernstein January 2007 - Present
Goldman Sachs January 2005 - January 2007
Skills
Electronic Trading, Machine Learning, CDO, Quantitative Finance, Hedge Funds, Quantitative Analytics, Bloomberg, Asset Management
Education
Princeton University 1999 — 2004
Ph.D., Theoretical Computer Science
Tsinghua University 1994 — 1999
BS, Computer Science
AllianceBernstein January 2007 - Present
Goldman Sachs January 2005 - January 2007
Skills
Electronic Trading, Machine Learning, CDO, Quantitative Finance, Hedge Funds, Quantitative Analytics, Bloomberg, Asset Management
Education
Princeton University 1999 — 2004
Ph.D., Theoretical Computer Science
Tsinghua University 1994 — 1999
BS, Computer Science
Jared Muroff, CFA's AllianceBernstein Experience 1994 - 2001
Job Managing Director, Research
Industry Financial Services
Experience
ASM Capital 2006 - Present
Prudential Equity Group 2001 - 2005
AllianceBernstein 1994 - 2001
Skills
Equity Research, Hedge Funds, Valuation
Education
Princeton University 1990 — 1994
Bachelor of Science in Engineering, Civil Engineering
ASM Capital 2006 - Present
Prudential Equity Group 2001 - 2005
AllianceBernstein 1994 - 2001
Skills
Equity Research, Hedge Funds, Valuation
Education
Princeton University 1990 — 1994
Bachelor of Science in Engineering, Civil Engineering
Lorna Protomartir's AllianceBernstein Experience June 2000 - March 2012
Job Tactical Procurement Professional seeking new opportunities
Industry Financial Services
Experience
Bloomberg LP December 2012 - October 2014
AllianceBernstein June 2000 - March 2012
Skills
Asset Managment, Risk Management, Process Improvement, Procurement, Business Analysis, Vendor Management, Financial Analysis, Business Process...
Education
Philippine School of Business Administration
Bachelor of Science in Business Admininstration, Business, Management, Marketing, and Related Support Services
Bloomberg LP December 2012 - October 2014
AllianceBernstein June 2000 - March 2012
Skills
Asset Managment, Risk Management, Process Improvement, Procurement, Business Analysis, Vendor Management, Financial Analysis, Business Process...
Education
Philippine School of Business Administration
Bachelor of Science in Business Admininstration, Business, Management, Marketing, and Related Support Services
Sandeep Talati, PMP's AllianceBernstein Experience 2001 - 2015
Job Program/Project Manager
Industry Financial Services
Experience
AllianceBernstein 2001 - 2015
Sanford C. Bernstein 1998 - 2001
Oxford Health Plans 1996 - 1998
Information Management Associates January 1995 - March 1997
Skills
Fixed Income, Program Management, Project Portfolio..., Software Project..., Business Analysis, Business Process..., Team Management, Technology Integration, PMP, SDLC, Staff Mentoring, Vendor Management, SQL, Derivatives, Requirements Analysis, MS Project, PMO, Project Planning, IT Management, IT Governance, Trading, Electronic Trading, Analysis, Equities
Education
Pace University 2001 — 2006
Masters, Computer Science
The University of Connecticut School of Business 1996 — 1999
MBA, International Business
The University of Connecticut School of Business 1990 — 1994
Bachelors, Business
Danbury High School 1986 — 1990
High School Diploma, General
AllianceBernstein 2001 - 2015
Sanford C. Bernstein 1998 - 2001
Oxford Health Plans 1996 - 1998
Information Management Associates January 1995 - March 1997
Skills
Fixed Income, Program Management, Project Portfolio..., Software Project..., Business Analysis, Business Process..., Team Management, Technology Integration, PMP, SDLC, Staff Mentoring, Vendor Management, SQL, Derivatives, Requirements Analysis, MS Project, PMO, Project Planning, IT Management, IT Governance, Trading, Electronic Trading, Analysis, Equities
Education
Pace University 2001 — 2006
Masters, Computer Science
The University of Connecticut School of Business 1996 — 1999
MBA, International Business
The University of Connecticut School of Business 1990 — 1994
Bachelors, Business
Danbury High School 1986 — 1990
High School Diploma, General
Olivia Cha's AllianceBernstein Experience November 2014 - Present
Job Video Editor
Industry Broadcast Media
Experience
AllianceBernstein November 2014 - Present
Zig Zag Productions 2013 - 2014
Big Energy Productions 2012 - 2014
MarkMark productions 2013 - 2013
Hart Media June 2011 - 2013
Engel Entertainment July 2009 - June 2011
Hart Pictures June 2010 - May 2011
Miss Lady Kier, BBoy NYC 2005 - 2010
Lion Television 2009 - June 2009
Crew Cuts June 2007 - July 2008
Skills
Final Cut Pro, Video, Documentaries, Video Editing, Film, Television, Editing, After Effects, DVD Studio Pro, Commercials, Premiere
Education
Pratt Institute 1999 — 2003
BA, Computer Graphics: Video Editing
AllianceBernstein November 2014 - Present
Zig Zag Productions 2013 - 2014
Big Energy Productions 2012 - 2014
MarkMark productions 2013 - 2013
Hart Media June 2011 - 2013
Engel Entertainment July 2009 - June 2011
Hart Pictures June 2010 - May 2011
Miss Lady Kier, BBoy NYC 2005 - 2010
Lion Television 2009 - June 2009
Crew Cuts June 2007 - July 2008
Skills
Final Cut Pro, Video, Documentaries, Video Editing, Film, Television, Editing, After Effects, DVD Studio Pro, Commercials, Premiere
Education
Pratt Institute 1999 — 2003
BA, Computer Graphics: Video Editing
Isabelle De Leonibus's AllianceBernstein Experience June 1996 - April 2009
Job Executive Recruiter
Industry Accounting
Experience
New York Life Insurance Company November 2013 - Present
AIG April 2011 - October 2013
Ernst & Young February 2010 - April 2011
Taproot Foundation September 2009 - November 2009
AllianceBernstein June 1996 - April 2009
White & Case September 1992 - June 1996
JP Morgan March 1985 - August 1992
Skills
Talent Acquisition, Recruiting, Human Resources, Talent Management, Employee Relations, Interviews, Sourcing
Education
Pace University
MBA, Finance
New York Life Insurance Company November 2013 - Present
AIG April 2011 - October 2013
Ernst & Young February 2010 - April 2011
Taproot Foundation September 2009 - November 2009
AllianceBernstein June 1996 - April 2009
White & Case September 1992 - June 1996
JP Morgan March 1985 - August 1992
Skills
Talent Acquisition, Recruiting, Human Resources, Talent Management, Employee Relations, Interviews, Sourcing
Education
Pace University
MBA, Finance
Max Lukovsky's AllianceBernstein Experience July 2000 - October 2008
Job Senior Enterprise Management Engineer
Industry Financial Services
Experience
Broadridge February 2009 - Present
AllianceBernstein July 2000 - October 2008
Alliance Capital 2000 - 2008
The Chase Manhattan Bank 1998 - 2000
Skills
Performance Tuning, System Monitoring, Enterprise Systems, Project Management, Performance Reporting, Team Leadership, Management, Systems Management, People Skills, Vendor Management, Windows Server, System Administration, Enterprise Architecture, IT Management, IT Strategy, System Deployment, Disaster Recovery, HP, Microsoft SQL Server, SCCM, Data Center, SDLC, SharePoint, Testing
Education
Pace University 2003 — 2005
Master of Science, Information Systems
Pace University 1997 — 2000
BBA, Information Systems
Broadridge February 2009 - Present
AllianceBernstein July 2000 - October 2008
Alliance Capital 2000 - 2008
The Chase Manhattan Bank 1998 - 2000
Skills
Performance Tuning, System Monitoring, Enterprise Systems, Project Management, Performance Reporting, Team Leadership, Management, Systems Management, People Skills, Vendor Management, Windows Server, System Administration, Enterprise Architecture, IT Management, IT Strategy, System Deployment, Disaster Recovery, HP, Microsoft SQL Server, SCCM, Data Center, SDLC, SharePoint, Testing
Education
Pace University 2003 — 2005
Master of Science, Information Systems
Pace University 1997 — 2000
BBA, Information Systems
William Shockley's AllianceBernstein Experience September 2011 - April 2014
Job Director Strategic Business Development at AllianceBernstein
Industry Financial Services
Experience
AB April 2014 - Present
AllianceBernstein September 2011 - April 2014
AllianceBernstein November 2007 - September 2011
AllianceBernstein January 2005 - November 2007
AllianceBernstein October 2003 - January 2005
AllianceBernstein December 2000 - October 2003
AllianceBernstein November 1998 - December 2000
AllianceBernstein September 1997 - November 1998
Skills
CRM, Strategy, Business Analysis, Mutual Funds, Alternative Investments, Vendor Management, Sales Operations, Equities, Asset Management, Financial Services, Asset Allocation, Investments, Portfolio Management, Fixed Income, Project Management, Separately Managed..., Investment Management, Asset Managment
Education
Plymouth State University 1993 — 1997
BS, Business Management
AB April 2014 - Present
AllianceBernstein September 2011 - April 2014
AllianceBernstein November 2007 - September 2011
AllianceBernstein January 2005 - November 2007
AllianceBernstein October 2003 - January 2005
AllianceBernstein December 2000 - October 2003
AllianceBernstein November 1998 - December 2000
AllianceBernstein September 1997 - November 1998
Skills
CRM, Strategy, Business Analysis, Mutual Funds, Alternative Investments, Vendor Management, Sales Operations, Equities, Asset Management, Financial Services, Asset Allocation, Investments, Portfolio Management, Fixed Income, Project Management, Separately Managed..., Investment Management, Asset Managment
Education
Plymouth State University 1993 — 1997
BS, Business Management
Roderick Amurao's AllianceBernstein Experience 1999 - 2004
Job Vice President / Design Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2014 - Present
Morgan Stanley Investment Management July 2011 - Present
RR Donnelley June 2010 - September 2011
Williams Lea June 2008 - May 2010
Morgan Stanley Investment Management 2004 - June 2008
AllianceBernstein 1999 - 2004
MSNBC 1996 - 1999
CNBC 1993 - 1996
Skills
Adobe Creative Suite, Mac, Creative Direction, Editing, PowerPoint, Marketing Communications, Dreamweaver, Direct Mail, Art Direction, Marketing, Web Design
Education
Pratt Institute 1989 — 1993
BFA
Morgan Stanley Investment Management August 2014 - Present
Morgan Stanley Investment Management July 2011 - Present
RR Donnelley June 2010 - September 2011
Williams Lea June 2008 - May 2010
Morgan Stanley Investment Management 2004 - June 2008
AllianceBernstein 1999 - 2004
MSNBC 1996 - 1999
CNBC 1993 - 1996
Skills
Adobe Creative Suite, Mac, Creative Direction, Editing, PowerPoint, Marketing Communications, Dreamweaver, Direct Mail, Art Direction, Marketing, Web Design
Education
Pratt Institute 1989 — 1993
BFA
Anna (Zheludkova) Fiorenza's AllianceBernstein Experience April 2008 - November 2011
Job Senior FX Trade Support and Settlements Analyst
Industry Financial Services
Experience
State Street November 2011 - Present
AllianceBernstein April 2008 - November 2011
AllianceBernstein July 2006 - April 2008
Skills
Middle Office, Asset Management, Trade Support, Foreign Exchange, Management Reporting, Data Analysis, Trade Reconciliation, Settlements, GTSS, CLS, Non-deliverable Forwards, KPI Reports, Trade Processing, Bloomberg, Trading, Settlement
Education
Purchase College, SUNY 2002 — 2006
Bachelor of Arts (B.A.), Mathematics and Computer Science, Cum Laude
State Street November 2011 - Present
AllianceBernstein April 2008 - November 2011
AllianceBernstein July 2006 - April 2008
Skills
Middle Office, Asset Management, Trade Support, Foreign Exchange, Management Reporting, Data Analysis, Trade Reconciliation, Settlements, GTSS, CLS, Non-deliverable Forwards, KPI Reports, Trade Processing, Bloomberg, Trading, Settlement
Education
Purchase College, SUNY 2002 — 2006
Bachelor of Arts (B.A.), Mathematics and Computer Science, Cum Laude
Inna Kleynburg's AllianceBernstein Experience July 2000 - Present
Job Vice President / Project Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 2000 - Present
Right Management June 1997 - July 2000
Education
Pace University 2000 — 2002
MS, Information Systems
Pace University 1996 — 2000
Bachelor of Business Administration (BBA), Management Information Systems
AllianceBernstein July 2000 - Present
Right Management June 1997 - July 2000
Education
Pace University 2000 — 2002
MS, Information Systems
Pace University 1996 — 2000
Bachelor of Business Administration (BBA), Management Information Systems
Callie (Fanelli) Kourniotis's AllianceBernstein Experience 2004 - 2006
Job Vice President Credit Suisse Private Fund Group
Industry Banking
Experience
Credit Suisse Private Fund Group July 2006 - Present
AllianceBernstein 2004 - 2006
Capital Z Partners 2002 - 2004
Salomon Brothers Asset Management 1998 - 2002
Education
Pace University 1995 — 1999
BAA, Business Administration
University of West London 1998 — 1998
Study Abroad
Lafayette 1991 — 1995
Credit Suisse Private Fund Group July 2006 - Present
AllianceBernstein 2004 - 2006
Capital Z Partners 2002 - 2004
Salomon Brothers Asset Management 1998 - 2002
Education
Pace University 1995 — 1999
BAA, Business Administration
University of West London 1998 — 1998
Study Abroad
Lafayette 1991 — 1995
Joe Rodriguez/NYLIM's AllianceBernstein Experience 2005 - 2007
Job Director at MainStay Investments/New York Life
Industry Investment Management
Experience
MainStay Investments January 2007 - Present
AllianceBernstein 2005 - 2007
UBS Global Asset Management 2002 - 2005
JPMorgan Chase 1999 - 2002
Citi 1988 - 1999
Citi 1988 - 1999
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Capital Markets, Economics, Equities, Fixed Income, Brokerage, Marketing, Sales Management, Alternative Investments, Hedge Funds, Business Strategy, Financial Modeling, Derivatives, Due Diligence, Corporate Finance, Investment Management, Investment Strategies
Education
Pace University - Lubin School of Business 1990 — 1993
Master of Business Administration (MBA), Economics
St. John's University 1986 — 1988
Bachelor of Science (BS), Finance
MainStay Investments January 2007 - Present
AllianceBernstein 2005 - 2007
UBS Global Asset Management 2002 - 2005
JPMorgan Chase 1999 - 2002
Citi 1988 - 1999
Citi 1988 - 1999
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Capital Markets, Economics, Equities, Fixed Income, Brokerage, Marketing, Sales Management, Alternative Investments, Hedge Funds, Business Strategy, Financial Modeling, Derivatives, Due Diligence, Corporate Finance, Investment Management, Investment Strategies
Education
Pace University - Lubin School of Business 1990 — 1993
Master of Business Administration (MBA), Economics
St. John's University 1986 — 1988
Bachelor of Science (BS), Finance
Patricia Moy's AllianceBernstein Experience January 2014 - Present
Job Assistant Vice President, Equity Portfolio Management Group
Industry Financial Services
Experience
AllianceBernstein January 2014 - Present
AB July 2011 - January 2014
AXA Equitable February 2010 - July 2011
Frisch Financial Group July 2008 - February 2010
Skills
Asset Management, Investments, Wealth Management, Financial Services, Investment Management, Equities, Value Investing, Portfolio Management, Mutual Funds
Education
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Economics
Peking University 2006 — 2006
Chinese, Chinese Language
AllianceBernstein January 2014 - Present
AB July 2011 - January 2014
AXA Equitable February 2010 - July 2011
Frisch Financial Group July 2008 - February 2010
Skills
Asset Management, Investments, Wealth Management, Financial Services, Investment Management, Equities, Value Investing, Portfolio Management, Mutual Funds
Education
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Economics
Peking University 2006 — 2006
Chinese, Chinese Language
Audrey Constantino's AllianceBernstein Experience July 2004 - October 2008
Job
Industry Facilities Services
Experience
Celgene January 2011 - Present
Richard L. Hoffman & Associates January 2009 - January 2011
AllianceBernstein July 2004 - October 2008
Merck & Co., Inc. April 2003 - June 2004
VNU August 2001 - April 2003
Alliance Capital Management September 1999 - July 2001
Ballinger December 1995 - March 1999
Skills
Project Management, Facilities Management, Vendor Management, Budgets, Contract Management, Management, Team Building, Project Planning, MS Project, Negotiation, Contract Negotiation, Program Management, Process Improvement, Procurement, Change Management
Education
Philadelphia University 1996 — 1998
M.B.A., Business Administration
Philadelphia University 1992 — 1996
Bachelor of Science, Architectural Studies
Celgene January 2011 - Present
Richard L. Hoffman & Associates January 2009 - January 2011
AllianceBernstein July 2004 - October 2008
Merck & Co., Inc. April 2003 - June 2004
VNU August 2001 - April 2003
Alliance Capital Management September 1999 - July 2001
Ballinger December 1995 - March 1999
Skills
Project Management, Facilities Management, Vendor Management, Budgets, Contract Management, Management, Team Building, Project Planning, MS Project, Negotiation, Contract Negotiation, Program Management, Process Improvement, Procurement, Change Management
Education
Philadelphia University 1996 — 1998
M.B.A., Business Administration
Philadelphia University 1992 — 1996
Bachelor of Science, Architectural Studies
Jay McAndrew's AllianceBernstein Experience January 2007 - December 2009
Job Managing Director
Industry Financial Services
Experience
Emerging Global Advisors 2010 - Present
AllianceBernstein January 2007 - December 2009
UBS Wealth Management 1995 - 2006
Skills
Asset Management, Investments, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Fixed Income, Equities, ETFs, Sales Management, Coaching, Series 7, Series 24, Series 65
Education
Penn State University 1988 — 1992
BS, Finance
Kellogg School of Management Executive Education: Accelerating Sales Team Performance
Investment Management Consultants Association
Certified Investment Management Analyst
Emerging Global Advisors 2010 - Present
AllianceBernstein January 2007 - December 2009
UBS Wealth Management 1995 - 2006
Skills
Asset Management, Investments, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Fixed Income, Equities, ETFs, Sales Management, Coaching, Series 7, Series 24, Series 65
Education
Penn State University 1988 — 1992
BS, Finance
Kellogg School of Management Executive Education: Accelerating Sales Team Performance
Investment Management Consultants Association
Certified Investment Management Analyst
Frank Persampieri's AllianceBernstein Experience 2000 - 2001
Job Regional Vice President at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments November 2014 - Present
Legg Mason July 2011 - October 2014
Legg Mason October 2006 - October 2008
Legg Mason October 2004 - January 2006
Diversified Investment Advisors February 2002 - August 2004
Alliance Capital December 2000 - December 2001
AllianceBernstein 2000 - 2001
FIRST UNION BANK March 2000 - December 2000
Diversified Investment Advisors January 1998 - January 2000
Skills
Strategy, Training, Management, Investments, Sales, Marketing, Analysis, Mutual Funds, Strategic Planning, Retirement Planning, Marketing Strategy, Portfolio Management, Strategic Financial..., Financial Services, Asset Allocation
Education
Pace University
Westchester Community College
Sentinel Investments November 2014 - Present
Legg Mason July 2011 - October 2014
Legg Mason October 2006 - October 2008
Legg Mason October 2004 - January 2006
Diversified Investment Advisors February 2002 - August 2004
Alliance Capital December 2000 - December 2001
AllianceBernstein 2000 - 2001
FIRST UNION BANK March 2000 - December 2000
Diversified Investment Advisors January 1998 - January 2000
Skills
Strategy, Training, Management, Investments, Sales, Marketing, Analysis, Mutual Funds, Strategic Planning, Retirement Planning, Marketing Strategy, Portfolio Management, Strategic Financial..., Financial Services, Asset Allocation
Education
Pace University
Westchester Community College
Claw Huie's AllianceBernstein Experience June 2003 - October 2008
Job Creative Services Specialist at Siegel+Gale
Industry Graphic Design
Experience
Siegel+Gale April 2010 - Present
c l a w March 2009 - Present
AllianceBernstein June 2003 - October 2008
Vencast Inc. September 2000 - March 2002
Wechsler Ross & Partners May 1999 - August 2000
Skills
Dreamweaver, Typography
Education
NYU (SCPS) 2009 — 2010
Information Architecture, Website Usability
Noble Desktop 2009 — 2009
Parsons School of Design 1990 — 1994
BFA, Illustration
Siegel+Gale April 2010 - Present
c l a w March 2009 - Present
AllianceBernstein June 2003 - October 2008
Vencast Inc. September 2000 - March 2002
Wechsler Ross & Partners May 1999 - August 2000
Skills
Dreamweaver, Typography
Education
NYU (SCPS) 2009 — 2010
Information Architecture, Website Usability
Noble Desktop 2009 — 2009
Parsons School of Design 1990 — 1994
BFA, Illustration
Dan Joldzic, CFA, FRM's AllianceBernstein Experience April 2002 - June 2007
Job President, Partner, and Quantitative Researcher at Alexandria Investment Research and Technology
Industry Financial Services
Experience
Alexandria Investment Research and Technology, Inc. November 2014 - Present
Alexandria Investment Research and Technology, Inc. August 2008 - November 2014
Consulting and Advisory Services July 2007 - July 2008
AllianceBernstein April 2002 - June 2007
Skills
Investments, Asset Allocation, Quantitative Research, Bloomberg, Hedge Funds, Strategy, Mutual Funds, Valuation, Financial Services, Business Planning, Capital Markets, Alternative Investments, Portfolio Management
Education
Penn State University 1997 — 2001
BS, Finance
Alexandria Investment Research and Technology, Inc. November 2014 - Present
Alexandria Investment Research and Technology, Inc. August 2008 - November 2014
Consulting and Advisory Services July 2007 - July 2008
AllianceBernstein April 2002 - June 2007
Skills
Investments, Asset Allocation, Quantitative Research, Bloomberg, Hedge Funds, Strategy, Mutual Funds, Valuation, Financial Services, Business Planning, Capital Markets, Alternative Investments, Portfolio Management
Education
Penn State University 1997 — 2001
BS, Finance
Greg Outcalt's AllianceBernstein Experience October 2010 - Present
Job Senior Vice President, AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein October 2010 - Present
SunAmerica Alternative Investments June 1996 - September 2010
Skills
Private Equity, Alternative Investments, Asset Allocation, Portfolio Management, Hedge Funds
Education
UCLA Anderson School of Management 1984 — 1986
Master of Business Administration (MBA)
Pepperdine University 1980 — 1984
Bachelor of Science (B.S.), Accounting and Business/Management
AllianceBernstein October 2010 - Present
SunAmerica Alternative Investments June 1996 - September 2010
Skills
Private Equity, Alternative Investments, Asset Allocation, Portfolio Management, Hedge Funds
Education
UCLA Anderson School of Management 1984 — 1986
Master of Business Administration (MBA)
Pepperdine University 1980 — 1984
Bachelor of Science (B.S.), Accounting and Business/Management
Adrian Wirt's AllianceBernstein Experience May 2013 - Present
Job CMBS Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2013 - Present
Moody's Investors Service October 2010 - May 2013
Mezz Cap June 2007 - August 2007
Mezz Cap June 2006 - August 2006
Skills
Credit, Financial Analysis, Excel, CMBS, Loans, Structured Finance, Commercial Real Estate..., Asset Management, Fixed Income, Securitization, Financial Risk, Underwriting
Education
Providence College 2006 — 2009
BA, Economics
AllianceBernstein May 2013 - Present
Moody's Investors Service October 2010 - May 2013
Mezz Cap June 2007 - August 2007
Mezz Cap June 2006 - August 2006
Skills
Credit, Financial Analysis, Excel, CMBS, Loans, Structured Finance, Commercial Real Estate..., Asset Management, Fixed Income, Securitization, Financial Risk, Underwriting
Education
Providence College 2006 — 2009
BA, Economics
Brad Lindenbaum's AllianceBernstein Experience 2003 - 2007
Job Chief Investment Officer at Stone Forest Capital, LLC
Industry Investment Management
Experience
Stone Forest Capital, LLC September 2014 - Present
Neon Liberty Capital March 2007 - July 2014
AllianceBernstein 2003 - 2007
BDC Financial 2001 - 2004
Wasserstein Perella 1998 - 2000
IFC - International Finance Corporation 1994 - 1996
Credit Suisse First Boston (Hong Kong) 1993 - 1994
Foreign Affairs College Beijing 1992 - 1993
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Princeton University 1988 — 1992
BA, Woodrow Wilson School of Public & International Affairs, Certificate in East Asian Studies
Stone Forest Capital, LLC September 2014 - Present
Neon Liberty Capital March 2007 - July 2014
AllianceBernstein 2003 - 2007
BDC Financial 2001 - 2004
Wasserstein Perella 1998 - 2000
IFC - International Finance Corporation 1994 - 1996
Credit Suisse First Boston (Hong Kong) 1993 - 1994
Foreign Affairs College Beijing 1992 - 1993
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Princeton University 1988 — 1992
BA, Woodrow Wilson School of Public & International Affairs, Certificate in East Asian Studies
Shah Meharaj's AllianceBernstein Experience July 2006 - May 2011
Job Financial System Analyst at Omnicom Group
Industry Marketing and Advertising
Experience
Omnicom Group July 2013 - Present
Columbia University Medical Center January 2013 - June 2013
The Interpublic Group of Companies, Inc. September 2011 - August 2012
AllianceBernstein July 2006 - May 2011
Skills
PeopleSoft, Hyperion Enterprise, Microsoft Excel, Cognos, SAP ERP, Khalix, Microsoft Access, Microsoft SQL Server, Essbase, Ariba, Process Improvement, Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Financial Statement..., Bloomberg
Education
Pace University 2004 — 2008
B.B.A, Accounting
Omnicom Group July 2013 - Present
Columbia University Medical Center January 2013 - June 2013
The Interpublic Group of Companies, Inc. September 2011 - August 2012
AllianceBernstein July 2006 - May 2011
Skills
PeopleSoft, Hyperion Enterprise, Microsoft Excel, Cognos, SAP ERP, Khalix, Microsoft Access, Microsoft SQL Server, Essbase, Ariba, Process Improvement, Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Financial Statement..., Bloomberg
Education
Pace University 2004 — 2008
B.B.A, Accounting
Gregory Curran's AllianceBernstein Experience September 2014 - Present
Job Fixed Income Product Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein September 2014 - Present
AllianceBernstein June 2013 - September 2014
The Pennsylvania State University August 2011 - May 2013
Philadelphia Museum of Art June 2012 - August 2012
Vail Resorts November 2010 - April 2011
Boys & Girls Clubs November 2009 - December 2010
KPMG LLP October 2008 - October 2009
Skills
Program Management, Analysis, PowerPoint, Microsoft Excel, Management, Data Analysis, Microsoft Office, Research, Finance, Customer Service, Nonprofits, Strategic Planning, Public Speaking, Event Planning, Project Management, Neighborhood Development, Microsoft Word, Fundraising, Bloomberg Terminal, Morningstar, Leadership, Financial Analysis, Sales
Education
Penn State University 2011 — 2013
MBA, Finance
Penn State University 2003 — 2007
BS, Accounting
AllianceBernstein September 2014 - Present
AllianceBernstein June 2013 - September 2014
The Pennsylvania State University August 2011 - May 2013
Philadelphia Museum of Art June 2012 - August 2012
Vail Resorts November 2010 - April 2011
Boys & Girls Clubs November 2009 - December 2010
KPMG LLP October 2008 - October 2009
Skills
Program Management, Analysis, PowerPoint, Microsoft Excel, Management, Data Analysis, Microsoft Office, Research, Finance, Customer Service, Nonprofits, Strategic Planning, Public Speaking, Event Planning, Project Management, Neighborhood Development, Microsoft Word, Fundraising, Bloomberg Terminal, Morningstar, Leadership, Financial Analysis, Sales
Education
Penn State University 2011 — 2013
MBA, Finance
Penn State University 2003 — 2007
BS, Accounting
Margaret Khalife's AllianceBernstein Experience 2002 - 2008
Job Consultant at Novartis Pharmaceuticals
Industry Accounting
Experience
Novartis Pharmaceuticals December 2011 - July 2013
Teva Pharmaceuticals December 2010 - February 2012
AllianceBernstein 2002 - 2008
Resources Global Professionals 1998 - 2008
Pharmacia 1999 - 2002
Pfizer 1989 - 1999
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., SAP, IFRS, Finance, Forecasting, Consolidation, Corporate Finance, Internal Audit, Sarbanes-Oxley Act, Accounting, Project Management, Budgets, Analysis, Management, Account Reconciliation, GAAP, Financial Statements, Strategic Planning, Hyperion Enterprise, Analytics
Education
Pace University - Lubin School of Business
MBA, Financial Mangement
Novartis Pharmaceuticals December 2011 - July 2013
Teva Pharmaceuticals December 2010 - February 2012
AllianceBernstein 2002 - 2008
Resources Global Professionals 1998 - 2008
Pharmacia 1999 - 2002
Pfizer 1989 - 1999
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., SAP, IFRS, Finance, Forecasting, Consolidation, Corporate Finance, Internal Audit, Sarbanes-Oxley Act, Accounting, Project Management, Budgets, Analysis, Management, Account Reconciliation, GAAP, Financial Statements, Strategic Planning, Hyperion Enterprise, Analytics
Education
Pace University - Lubin School of Business
MBA, Financial Mangement
Trudy Conley's AllianceBernstein Experience 2002 - 2004
Job Graphic Artist at Jhpiego
Industry Nonprofit Organization Management
Experience
Jhpiego July 2012 - Present
JHPIEGO September 2007 - July 2012
AllianceBernstein 2002 - 2004
Skills
Microsoft Office, Proposal Writing, Non-profits, Grants, Research, Photoshop, Adobe Creative Suite, Vector Illustration, Nonprofits, Public Speaking, Editing, Program Management, Program Development, Community Development, Grant Writing, Spanish, Public Relations, International..., Community Outreach, Qualitative Research, Newsletters, Technical Assistance, Capacity Building, Policy Analysis, NGOs
Education
University of Pittsburgh 1994 — 1997
Bachelor's of Science, Business and Psychology
Pennsylvania State University-Penn State Beaver 1992 — 1994
Jhpiego July 2012 - Present
JHPIEGO September 2007 - July 2012
AllianceBernstein 2002 - 2004
Skills
Microsoft Office, Proposal Writing, Non-profits, Grants, Research, Photoshop, Adobe Creative Suite, Vector Illustration, Nonprofits, Public Speaking, Editing, Program Management, Program Development, Community Development, Grant Writing, Spanish, Public Relations, International..., Community Outreach, Qualitative Research, Newsletters, Technical Assistance, Capacity Building, Policy Analysis, NGOs
Education
University of Pittsburgh 1994 — 1997
Bachelor's of Science, Business and Psychology
Pennsylvania State University-Penn State Beaver 1992 — 1994
Priya Garehgrat's AllianceBernstein Experience July 2005 - September 2007
Job Registered Nurse
Industry Hospital & Health Care
Experience
UMDNJ School of Nursing (now Rutgers School of Nursing) January 2012 - May 2013
Foundation For Peace March 2013 - March 2013
AllianceBernstein July 2005 - September 2007
Skills
Talent Management, Onboarding, Talent Acquisition, Sourcing, Employee Relations, HRIS, Deferred Compensation, Benefits Administration, Process Improvement, Microsoft Office, Employee Benefits, Recruiting, Human Resources, Interviews, Nursing, Management
Education
University of Medicine and Dentistry of New Jersey 2012 — 2013
BSN, Nursing, Cum Laude
Pace University 1999 — 2003
BA, Human Relations
Universidad de Salamanca
UMDNJ School of Nursing (now Rutgers School of Nursing) January 2012 - May 2013
Foundation For Peace March 2013 - March 2013
AllianceBernstein July 2005 - September 2007
Skills
Talent Management, Onboarding, Talent Acquisition, Sourcing, Employee Relations, HRIS, Deferred Compensation, Benefits Administration, Process Improvement, Microsoft Office, Employee Benefits, Recruiting, Human Resources, Interviews, Nursing, Management
Education
University of Medicine and Dentistry of New Jersey 2012 — 2013
BSN, Nursing, Cum Laude
Pace University 1999 — 2003
BA, Human Relations
Universidad de Salamanca
Patricia White, LEED AP ID+C's AllianceBernstein Experience November 2005 - October 2014
Job VP/Real Estate Strategic Planner
Industry Real Estate
Experience
JPMorgan Chase & Co. July 2015 - Present
JLL - Google NYC account October 2014 - July 2015
AllianceBernstein November 2005 - October 2014
Skills
Adobe Creative Suite, AutoCAD, InDesign, Interior Design, Photoshop, Sketching, Space Planning, Space planning, Space-planning, Adobe Acrobat, Furniture, Submittals, Project Management, Strategic Planning, Facilities Management, Budgets, Vendor Management
Education
NYU School of Continuing and Professional Studies
Certificate in Commercial Property Management, Commercial Property Management
Philadelphia University 2001 — 2005
BS, Interior Design
JPMorgan Chase & Co. July 2015 - Present
JLL - Google NYC account October 2014 - July 2015
AllianceBernstein November 2005 - October 2014
Skills
Adobe Creative Suite, AutoCAD, InDesign, Interior Design, Photoshop, Sketching, Space Planning, Space planning, Space-planning, Adobe Acrobat, Furniture, Submittals, Project Management, Strategic Planning, Facilities Management, Budgets, Vendor Management
Education
NYU School of Continuing and Professional Studies
Certificate in Commercial Property Management, Commercial Property Management
Philadelphia University 2001 — 2005
BS, Interior Design
Jay McAndrew's AllianceBernstein Experience December 2006 - December 2009
Job Managaing Director at EG Shares
Industry Financial Services
Experience
EG Shares January 2010 - Present
AllianceBernstein December 2006 - December 2009
UBS April 1998 - December 2006
Education
Penn State University 1988 — 1992
BS, Finance
EG Shares January 2010 - Present
AllianceBernstein December 2006 - December 2009
UBS April 1998 - December 2006
Education
Penn State University 1988 — 1992
BS, Finance
Seth Masters's AllianceBernstein Experience 2013 - Present
Job Chief Investment Officer Bernstein Global Wealth Management at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein 2013 - Present
AllianceBernstein 2010 - 2013
AllianceBernstein 2008 - 2010
AllianceBernstein 2002 - 2008
AllianceBernstein 1994 - 2002
AllianceBernstein 1991 - 1994
Booz Allen Hamilton 1986 - 1990
ZhongNan University of Economics and Law 1983 - 1985
Skills
Emerging Markets, Investment Management, Strategy, Investments, Asset Allocation, Equities, Fixed Income, Hedge Funds, Asset Managment, Economics, Portfolio Management, Asset Management, Alternative Investments, Risk Management, Capital Markets, Financial Markets, Mutual Funds, Investment Strategies, Financial Modeling, Private Equity, Valuation
Education
University of Oxford 1981 — 1983
MPhil, Economics
Princeton University 1977 — 1981
AB, Chinese History, Summa Cum Laude
AllianceBernstein 2013 - Present
AllianceBernstein 2010 - 2013
AllianceBernstein 2008 - 2010
AllianceBernstein 2002 - 2008
AllianceBernstein 1994 - 2002
AllianceBernstein 1991 - 1994
Booz Allen Hamilton 1986 - 1990
ZhongNan University of Economics and Law 1983 - 1985
Skills
Emerging Markets, Investment Management, Strategy, Investments, Asset Allocation, Equities, Fixed Income, Hedge Funds, Asset Managment, Economics, Portfolio Management, Asset Management, Alternative Investments, Risk Management, Capital Markets, Financial Markets, Mutual Funds, Investment Strategies, Financial Modeling, Private Equity, Valuation
Education
University of Oxford 1981 — 1983
MPhil, Economics
Princeton University 1977 — 1981
AB, Chinese History, Summa Cum Laude
Andy Kehler, CIMA (R)'s AllianceBernstein Experience 2005 - 2008
Job Regional Sales Consultant External Wholesaler at Federated Investors
Industry Financial Services
Experience
Federated Investors November 2008 - Present
AllianceBernstein 2005 - 2008
Skills
CIMA, Series 63, Mutual Funds, 401k, Retirement, Retirement Planning, Equities, Fixed Income, Separately Managed..., Pensions, Alternative Investments, Series 6, ETFs, Asset Allocation, Uniform Combined State...
Education
Penn State University 1994 — 1998
BS, Accounting
Federated Investors November 2008 - Present
AllianceBernstein 2005 - 2008
Skills
CIMA, Series 63, Mutual Funds, 401k, Retirement, Retirement Planning, Equities, Fixed Income, Separately Managed..., Pensions, Alternative Investments, Series 6, ETFs, Asset Allocation, Uniform Combined State...
Education
Penn State University 1994 — 1998
BS, Accounting
Jennifer Santangelo's AllianceBernstein Experience March 2005 - Present
Job Vice President, Manager Global Portfolio Management Group
Industry Financial Services
Experience
AllianceBernstein March 2005 - Present
Lazard Asset Management August 2000 - March 2005
Deutsche Bank 1998 - 2000
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Asset Management
Education
Pace University 2007 — 2009
Master of Business Administration
State University of New York College at Plattsburgh 1994 — 1998
Bachelor of Arts, Economics/Finance
AllianceBernstein March 2005 - Present
Lazard Asset Management August 2000 - March 2005
Deutsche Bank 1998 - 2000
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Asset Management
Education
Pace University 2007 — 2009
Master of Business Administration
State University of New York College at Plattsburgh 1994 — 1998
Bachelor of Arts, Economics/Finance
Darrell Horton's AllianceBernstein Experience January 2014 - Present
Job VP Client Reporting at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2014 - Present
State Street November 2011 - January 2014
AllianceBernstein March 2010 - November 2011
AllianceBernstein January 2007 - March 2010
AllianceBernstein January 2004 - January 2007
AllianceBernstein January 1997 - January 2004
Skills
Wealth Management, Derivatives, Series 63, Trading, Portfolio Management, Fixed Income, Series 7, Investment Management, Finance, Mutual Funds, Financial Modeling, Hedge Funds, Capital Markets, Equities, Private Equity, Trading Systems, Securities, Asset Managment, Investment Strategies, Financial Reporting, Bonds, Financial Services, Due Diligence, Investment Banking, Bloomberg, Asset Management, Investments, Financial Analysis, Alternative Investments, Risk Management, Asset Allocation, Equity Research, Market Data, Strategic Financial..., Cash Management, Investment Advisory, Options, Corporate Actions, Corporate Finance, FX Options, Settlement, Financial Risk, Valuation, Middle Office, Relationship Management, Financial Markets, Back Office
Education
Pace University - Lubin School of Business 1999 — 2003
MBA, Financial Management
University at Albany, SUNY 1990 — 1994
BS, Finance / Management Information Systems
AllianceBernstein January 2014 - Present
State Street November 2011 - January 2014
AllianceBernstein March 2010 - November 2011
AllianceBernstein January 2007 - March 2010
AllianceBernstein January 2004 - January 2007
AllianceBernstein January 1997 - January 2004
Skills
Wealth Management, Derivatives, Series 63, Trading, Portfolio Management, Fixed Income, Series 7, Investment Management, Finance, Mutual Funds, Financial Modeling, Hedge Funds, Capital Markets, Equities, Private Equity, Trading Systems, Securities, Asset Managment, Investment Strategies, Financial Reporting, Bonds, Financial Services, Due Diligence, Investment Banking, Bloomberg, Asset Management, Investments, Financial Analysis, Alternative Investments, Risk Management, Asset Allocation, Equity Research, Market Data, Strategic Financial..., Cash Management, Investment Advisory, Options, Corporate Actions, Corporate Finance, FX Options, Settlement, Financial Risk, Valuation, Middle Office, Relationship Management, Financial Markets, Back Office
Education
Pace University - Lubin School of Business 1999 — 2003
MBA, Financial Management
University at Albany, SUNY 1990 — 1994
BS, Finance / Management Information Systems
Samantha McArthur, AIF®'s AllianceBernstein Experience March 2014 - Present
Job Defined Contribution Product Officer at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein March 2014 - Present
Newport Capital Group April 2011 - March 2014
Sandy Hook National Recreation Area May 2009 - September 2010
Skills
401k, Retirement, Employee Benefits, Investments, Mutual Funds, Retirement Planning
Education
Penn State University 2006 — 2010
BS, Economics
AllianceBernstein March 2014 - Present
Newport Capital Group April 2011 - March 2014
Sandy Hook National Recreation Area May 2009 - September 2010
Skills
401k, Retirement, Employee Benefits, Investments, Mutual Funds, Retirement Planning
Education
Penn State University 2006 — 2010
BS, Economics
Marilyn (Sussman) Balassi's AllianceBernstein Experience 2006 - 2006
Job Senior Business Analyst at LiquidHub
Industry Nonprofit Organization Management
Experience
LiquidHub May 2012 - September 2013
Sokol New York June 2011 - May 2012
Professor Sanford Kwinter, Harvard Graduate School of Design January 2010 - May 2011
NYC Department of Education 2007 - 2009
AllianceBernstein 2006 - 2006
TIAA-CREF 1998 - 2004
Merrill Lynch 1995 - 1998
JP Morgan 1984 - 1995
Merrill Lynch 1978 - 1985
Skills
Systems Analysis, SDLC, Fixed Income, Requirements Gathering, Leadership, Vendor Management, Requirements Analysis, Project Management, Quality Assurance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1985
MBA, Computer and Information Systems
SUNY Albany 1976 — 1978
BA, Sociology
LiquidHub May 2012 - September 2013
Sokol New York June 2011 - May 2012
Professor Sanford Kwinter, Harvard Graduate School of Design January 2010 - May 2011
NYC Department of Education 2007 - 2009
AllianceBernstein 2006 - 2006
TIAA-CREF 1998 - 2004
Merrill Lynch 1995 - 1998
JP Morgan 1984 - 1995
Merrill Lynch 1978 - 1985
Skills
Systems Analysis, SDLC, Fixed Income, Requirements Gathering, Leadership, Vendor Management, Requirements Analysis, Project Management, Quality Assurance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1985
MBA, Computer and Information Systems
SUNY Albany 1976 — 1978
BA, Sociology
Anil Joseph's AllianceBernstein Experience September 2006 - February 2010
Job Senior Tax Consultant at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte January 2013 - Present
Graham Capital Management October 2012 - December 2012
Jain Jacob, CPA PLLC February 2010 - September 2012
AllianceBernstein September 2006 - February 2010
Marden, Harrison and Kreuter CPAs P.C. (acquired by CohnReznick LLP) January 2005 - September 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Microsoft Excel, Financial Statements, Tax, Sarbanes-Oxley Act, GAAP, Hedge Funds
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration, Public Accounting
Deloitte January 2013 - Present
Graham Capital Management October 2012 - December 2012
Jain Jacob, CPA PLLC February 2010 - September 2012
AllianceBernstein September 2006 - February 2010
Marden, Harrison and Kreuter CPAs P.C. (acquired by CohnReznick LLP) January 2005 - September 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Microsoft Excel, Financial Statements, Tax, Sarbanes-Oxley Act, GAAP, Hedge Funds
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration, Public Accounting
David Randell's AllianceBernstein Experience 2007 - 2012
Job Chief Investment Officer at R8 Capital Partners, LLC
Industry Investment Management
Experience
R8 Capital Partners, LLC 2013 - Present
AllianceBernstein 2007 - 2012
GTCR LLC 2004 - 2007
Wasserstein Perella 1997 - 2004
Skills
Alternative Investments, Separately Managed..., Investment Strategies, Equities, Mutual Funds, Equity Research, Performance Attribution, Series 7, Bloomberg, Portfolio Optimization, Asset Managment, Investment Management
Education
Harvard Law School
Doctor of Law (J.D.)
Princeton University
A.B.
R8 Capital Partners, LLC 2013 - Present
AllianceBernstein 2007 - 2012
GTCR LLC 2004 - 2007
Wasserstein Perella 1997 - 2004
Skills
Alternative Investments, Separately Managed..., Investment Strategies, Equities, Mutual Funds, Equity Research, Performance Attribution, Series 7, Bloomberg, Portfolio Optimization, Asset Managment, Investment Management
Education
Harvard Law School
Doctor of Law (J.D.)
Princeton University
A.B.
Eileen Makoff's AllianceBernstein Experience 1995 - 2001
Job Librarian at PS 90 Edna Cohen School
Industry Libraries
Experience
PS 90 Edna Cohen School March 2012 - Present
Berkeley Carroll School January 2011 - April 2011
Heschel School (Maternity Leave Coverage) 2011 - 2011
Neighborhood School/PS 63 September 2010 - December 2010
AllianceBernstein 1995 - 2001
Morningstar 1991 - 1995
Skills
Writing Skills, Editing, Research, Cataloging, Teaching, Computer Literate, Microsoft Office, Information Literacy, Libraries, Library Instruction, Library Science, Collection Development, Proofreading
Education
Pratt Institute 2008 — 2011
Master's degree, School Librarian/School Library Media Specialist, 4.0
University of Chicago 1987 — 2001
Bachelor's degree, History, 3.4
PS 90 Edna Cohen School March 2012 - Present
Berkeley Carroll School January 2011 - April 2011
Heschel School (Maternity Leave Coverage) 2011 - 2011
Neighborhood School/PS 63 September 2010 - December 2010
AllianceBernstein 1995 - 2001
Morningstar 1991 - 1995
Skills
Writing Skills, Editing, Research, Cataloging, Teaching, Computer Literate, Microsoft Office, Information Literacy, Libraries, Library Instruction, Library Science, Collection Development, Proofreading
Education
Pratt Institute 2008 — 2011
Master's degree, School Librarian/School Library Media Specialist, 4.0
University of Chicago 1987 — 2001
Bachelor's degree, History, 3.4
Albert Orokos Jr.'s AllianceBernstein Experience May 2002 - May 2005
Job Vice President at Permal
Industry Investment Management
Experience
Permal June 2005 - Present
AllianceBernstein May 2002 - May 2005
Merrill Lynch June 1986 - May 2002
Skills
Alternative Investments, Hedge Funds, Series 63, Fixed Income, Asset Allocation, Equities, Asset Managment, Bloomberg, Portfolio Management, Mutual Funds, Investments, Investment Strategies, Series 7
Education
Penn State University 1982 — 1986
Business Administration and Management, General
Pleasant Valley High School 1979 — 1982
Permal June 2005 - Present
AllianceBernstein May 2002 - May 2005
Merrill Lynch June 1986 - May 2002
Skills
Alternative Investments, Hedge Funds, Series 63, Fixed Income, Asset Allocation, Equities, Asset Managment, Bloomberg, Portfolio Management, Mutual Funds, Investments, Investment Strategies, Series 7
Education
Penn State University 1982 — 1986
Business Administration and Management, General
Pleasant Valley High School 1979 — 1982
Natasha Jaffe's AllianceBernstein Experience May 2010 - April 2011
Job SWE at Flatiron Health
Industry Internet
Experience
Flatiron Health September 2015 - Present
Citi April 2011 - September 2015
AllianceBernstein May 2010 - April 2011
Education
Princeton University 2006 — 2010
Bachelor's degree, Computer Science
Princeton University 2006 — 2010
Bachelor of Arts (B.A.), Computer Science
Flatiron Health September 2015 - Present
Citi April 2011 - September 2015
AllianceBernstein May 2010 - April 2011
Education
Princeton University 2006 — 2010
Bachelor's degree, Computer Science
Princeton University 2006 — 2010
Bachelor of Arts (B.A.), Computer Science
Joshua Elkin's AllianceBernstein Experience June 2013 - June 2015
Job Quantitative Analyst at AB
Industry Investment Management
Experience
AB June 2015 - Present
AllianceBernstein June 2013 - June 2015
Education
Princeton University 2009 — 2013
Bachelor of Arts (BA), Mathematics
AB June 2015 - Present
AllianceBernstein June 2013 - June 2015
Education
Princeton University 2009 — 2013
Bachelor of Arts (BA), Mathematics
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management