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
Rosie Garcia Rosie Garcia's AllianceBernstein Experience June 2014 - Present
Job Operations Analyst at AllianceBernstein.
Industry Financial Services
Experience
AllianceBernstein June 2014 - Present
U.S. Global Investors December 2013 - June 2014
U.S. Global Investors May 2011 - December 2013
American Funds December 2003 - February 2010
Skills
Mutual Funds, Asset Management, Series 63, Alternative Investments, Equities, Investments, Asset Allocation, Investment Strategies, FINRA, Investment Advisory, Series 6, Series 26, Microsoft Access, Microsoft Excel, Series 65, Securities, Business Correspondence, Procedure Development, IRAs, Analysis, Access
Education
San Antonio College
The University of Texas at San Antonio
AllianceBernstein June 2014 - Present
U.S. Global Investors December 2013 - June 2014
U.S. Global Investors May 2011 - December 2013
American Funds December 2003 - February 2010
Skills
Mutual Funds, Asset Management, Series 63, Alternative Investments, Equities, Investments, Asset Allocation, Investment Strategies, FINRA, Investment Advisory, Series 6, Series 26, Microsoft Access, Microsoft Excel, Series 65, Securities, Business Correspondence, Procedure Development, IRAs, Analysis, Access
Education
San Antonio College
The University of Texas at San Antonio
Jason Foundakos Jason Foundakos's AllianceBernstein Experience 2000 - 2002
Job Account Manager at Interactive Data
Industry Financial Services
Experience
Principia Partners LLC 2007 - 2014
BSN Capital Partners, LLC September 2004 - May 2007
Deutsche Bank January 2002 - September 2004
AllianceBernstein 2000 - 2002
Skills
Fixed Income, Derivatives, Structured Finance, Capital Markets, Market Data, Valuation, Portfolio Management, Risk Management, MBS, Financial Technology, ABS, Business Development, Trading Systems, Salesforce.com, Business Analysis, Asset Management, Interest Rate Swaps, Lead Generation, Identifying Client Needs, Credit Derivatives, SaaS, Enterprise Software, Product Demonstration, Account Reconciliation, Exchange Traded..., Interest Rate..., Structured Products
Education
Seton Hall University 1994 — 1998
Bachelor of Arts (BA), Business Administration
Principia Partners LLC 2007 - 2014
BSN Capital Partners, LLC September 2004 - May 2007
Deutsche Bank January 2002 - September 2004
AllianceBernstein 2000 - 2002
Skills
Fixed Income, Derivatives, Structured Finance, Capital Markets, Market Data, Valuation, Portfolio Management, Risk Management, MBS, Financial Technology, ABS, Business Development, Trading Systems, Salesforce.com, Business Analysis, Asset Management, Interest Rate Swaps, Lead Generation, Identifying Client Needs, Credit Derivatives, SaaS, Enterprise Software, Product Demonstration, Account Reconciliation, Exchange Traded..., Interest Rate..., Structured Products
Education
Seton Hall University 1994 — 1998
Bachelor of Arts (BA), Business Administration
Ian B. Zinn Ian B. Zinn's AllianceBernstein Experience December 2011 - Present
Job Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein December 2011 - Present
AllianceBernstein June 2006 - December 2011
Skills
Equities, Alternative Investments, Investments, Fixed Income, CRM, Asset Allocation, Leadership, Investment Strategies, Portfolio Management, Series 7, Series 63, Mutual Funds, Asset Management, Investment Management, Hedge Funds
Education
Skidmore College 2002 — 2006
BA, Cultural Anthropology, International Affairs
New York University in Madrid
Concord Academy 2000 — 2002
The Fessenden School 1996 — 1999
AllianceBernstein December 2011 - Present
AllianceBernstein June 2006 - December 2011
Skills
Equities, Alternative Investments, Investments, Fixed Income, CRM, Asset Allocation, Leadership, Investment Strategies, Portfolio Management, Series 7, Series 63, Mutual Funds, Asset Management, Investment Management, Hedge Funds
Education
Skidmore College 2002 — 2006
BA, Cultural Anthropology, International Affairs
New York University in Madrid
Concord Academy 2000 — 2002
The Fessenden School 1996 — 1999
Roschelle Kelly Roschelle Kelly's AllianceBernstein Experience August 2007 - May 2009
Job Administrative Assistant II at The University of Texas at San Antonio
Industry Higher Education
Experience
The University of Texas at San Antonio February 2015 - Present
L.K. Jordan & Associates August 2014 - November 2014
URS Corporation September 2009 - February 2014
AllianceBernstein August 2007 - May 2009
Mooney Airplane Company July 2005 - August 2007
United States Air Force June 2004 - August 2004
Skills
Outlook, Management, Program Management, Training, Public Speaking, Time Management, Manufacturing, Engineering, Social Media, Strategic Planning, Microsoft Excel, Leadership, Customer Service, PowerPoint, Microsoft Word, Sales, Event Management, Event Planning, Marketing, Research, Microsoft Office, Nonprofits, Fundraising, Teaching, Community Outreach, Social Networking, Military, Government, Project Management
Education
University of North Texas 2003 — 2005
Bachelor of Arts (B.A.), English (Technical Writing Concentration)
San Antonio College 1998 — 2003
The University of Texas at San Antonio February 2015 - Present
L.K. Jordan & Associates August 2014 - November 2014
URS Corporation September 2009 - February 2014
AllianceBernstein August 2007 - May 2009
Mooney Airplane Company July 2005 - August 2007
United States Air Force June 2004 - August 2004
Skills
Outlook, Management, Program Management, Training, Public Speaking, Time Management, Manufacturing, Engineering, Social Media, Strategic Planning, Microsoft Excel, Leadership, Customer Service, PowerPoint, Microsoft Word, Sales, Event Management, Event Planning, Marketing, Research, Microsoft Office, Nonprofits, Fundraising, Teaching, Community Outreach, Social Networking, Military, Government, Project Management
Education
University of North Texas 2003 — 2005
Bachelor of Arts (B.A.), English (Technical Writing Concentration)
San Antonio College 1998 — 2003
Carlos Pena, CMFS's AllianceBernstein Experience 2004 - 2010
Job Owner of Capii Media
Industry Media Production
Experience
Capii Media June 2010 - Present
AllianceBernstein 2004 - 2010
Skills
Photography, Web Design, Graphic Design, Social Media, Advertising, Online Marketing, Social Media Marketing, Social Networking, Marketing Communications, Blogging, New Media, Newsletters
Education
San Antonio College 2004 — 2005
Business Management, Graphic Design
Palo Alto College 2002 — 2003
English, Mathematics
Capii Media June 2010 - Present
AllianceBernstein 2004 - 2010
Skills
Photography, Web Design, Graphic Design, Social Media, Advertising, Online Marketing, Social Media Marketing, Social Networking, Marketing Communications, Blogging, New Media, Newsletters
Education
San Antonio College 2004 — 2005
Business Management, Graphic Design
Palo Alto College 2002 — 2003
English, Mathematics
Kilie Donahue Kilie Donahue's AllianceBernstein Experience January 2008 - March 2011
Job Vice President, Retirement Sales Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors Director, Investment ConsultingCammack LaRhette Consulting2012 - 2013
Cammack LaRhette Consulting March 2011 - February 2012
AllianceBernstein January 2008 - March 2011
AllianceBernstein March 2006 - January 2008
Ceridian June 2004 - March 2006
Putnam Investments September 1996 - June 2004
Education
Saint Michael's College 1992 — 1996
Bachelor of Science (BS), Mathematics
Allianz Global Investors Director, Investment ConsultingCammack LaRhette Consulting2012 - 2013
Cammack LaRhette Consulting March 2011 - February 2012
AllianceBernstein January 2008 - March 2011
AllianceBernstein March 2006 - January 2008
Ceridian June 2004 - March 2006
Putnam Investments September 1996 - June 2004
Education
Saint Michael's College 1992 — 1996
Bachelor of Science (BS), Mathematics
Beth A. Paul Beth A. Paul's AllianceBernstein Experience 2010 - Present
Job Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein 2010 - Present
AllianceBernstein May 2006 - April 2011
Novartis January 2000 - February 2006
Skills
Asset Managment, Asset Management, Alternative Investments, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Financial Services, Wealth Management, Capital Markets
Education
Seton Hall University 1995 — 1999
Italian Studies/Business
AllianceBernstein 2010 - Present
AllianceBernstein May 2006 - April 2011
Novartis January 2000 - February 2006
Skills
Asset Managment, Asset Management, Alternative Investments, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Financial Services, Wealth Management, Capital Markets
Education
Seton Hall University 1995 — 1999
Italian Studies/Business
Choya Magalong's AllianceBernstein Experience July 2005 - July 2007
Job Customer Service Representative II at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance June 2010 - Present
Nationwide Insurance June 2010 - Present
The Hartford May 2008 - February 2010
Hartford Insurance May 2008 - February 2010
Washington Mutal August 2007 - June 2008
Washington Mutual August 2007 - June 2008
AllianceBernstein July 2005 - July 2007
SME October 2000 - February 2005
Skills
Customer Service, Training, Troubleshooting, Multi Tasking, Highly detail oriented, Clerical Skills, Claims Management, Claims Reporting, Workers' Compensation..., Licensed Insurance..., Quality Assurance, Constructive Feedback, Microsoft Office, Copart, ARMS Enterprise..., Process Improvement, Team Leadership, Customer Retention
Education
Judson Senior High School 1996 — 1999
Diploma
St Philip's College
St. Phillips College
Nationwide Insurance June 2010 - Present
Nationwide Insurance June 2010 - Present
The Hartford May 2008 - February 2010
Hartford Insurance May 2008 - February 2010
Washington Mutal August 2007 - June 2008
Washington Mutual August 2007 - June 2008
AllianceBernstein July 2005 - July 2007
SME October 2000 - February 2005
Skills
Customer Service, Training, Troubleshooting, Multi Tasking, Highly detail oriented, Clerical Skills, Claims Management, Claims Reporting, Workers' Compensation..., Licensed Insurance..., Quality Assurance, Constructive Feedback, Microsoft Office, Copart, ARMS Enterprise..., Process Improvement, Team Leadership, Customer Retention
Education
Judson Senior High School 1996 — 1999
Diploma
St Philip's College
St. Phillips College
Erik Schumann's AllianceBernstein Experience August 2007 - January 2010
Job IT Field Support
Industry Information Technology and Services
Experience
Connecting People, Inc. July 2015 - Present
MAXIMUS September 2014 - July 2015
Lowe's Home Improvement October 2013 - July 2015
Randstad October 2013 - September 2014
PSEG Nuclear June 2011 - August 2011
AllianceBernstein August 2007 - January 2010
Skills
Human Resources, Employee Benefits, Electronics, Instrumentation, Information Technology, COBRA, SAP, Data Entry, Data Management, Data Analysis, Research, Nuclear Power Plants, Nuclear Safety, Radiation, Computers, Computer Hardware, Computer Maintenance, Power Generation, Power Plants, Nuclear Physics, Radiation Detectors, Radiation Monitoring, Radiation Protection, Boilers, Turbines, Steam Turbines, Energy, Electric Power, Electricity, Power Systems, Power Distribution, NERC, Meters, Problem Solving, Training, Customer Service, Testing, Analysis, Process Improvement
Education
Villanova University 2003 — 2007
Bachelor's Degree, Psychology
Salem Community College 2010 — 2012
Associate’s Degree, Nuclear Energy Technology, 4.0
Connecting People, Inc. July 2015 - Present
MAXIMUS September 2014 - July 2015
Lowe's Home Improvement October 2013 - July 2015
Randstad October 2013 - September 2014
PSEG Nuclear June 2011 - August 2011
AllianceBernstein August 2007 - January 2010
Skills
Human Resources, Employee Benefits, Electronics, Instrumentation, Information Technology, COBRA, SAP, Data Entry, Data Management, Data Analysis, Research, Nuclear Power Plants, Nuclear Safety, Radiation, Computers, Computer Hardware, Computer Maintenance, Power Generation, Power Plants, Nuclear Physics, Radiation Detectors, Radiation Monitoring, Radiation Protection, Boilers, Turbines, Steam Turbines, Energy, Electric Power, Electricity, Power Systems, Power Distribution, NERC, Meters, Problem Solving, Training, Customer Service, Testing, Analysis, Process Improvement
Education
Villanova University 2003 — 2007
Bachelor's Degree, Psychology
Salem Community College 2010 — 2012
Associate’s Degree, Nuclear Energy Technology, 4.0
Kristin Ebner's AllianceBernstein Experience May 2013 - July 2014
Job Account Executive at Falcon Insurance Agency
Industry Insurance
Experience
Falcon Insurance Agency July 2014 - Present
AllianceBernstein May 2013 - July 2014
Falcon Insurance Agency June 2012 - May 2013
Schreiner University January 2012 - May 2013
Courtney Ebner, R.H.I.A. Consulting Firm January 2002 - May 2013
Skills
Microsoft Office, Microsoft Excel, Highly detail oriented, Organized Multi-tasker, Editing, Outlook, Adobe Creative Suite, Insurance Verification, Insurance Policies, Multi-line Phone, Capstone, Conceptboard, Microsoft Publisher, Windows 7, Blackboard, Mac OS, Proofreading, Admissions, Telephone Reception, Telephone Interviewing, Customer Service...
Education
Schreiner University 2011 — 2013
Master of Business Administration (M.B.A.)
Schreiner University 2006 — 2007
Bachelor of Arts (B.A.)
Falcon Insurance Agency July 2014 - Present
AllianceBernstein May 2013 - July 2014
Falcon Insurance Agency June 2012 - May 2013
Schreiner University January 2012 - May 2013
Courtney Ebner, R.H.I.A. Consulting Firm January 2002 - May 2013
Skills
Microsoft Office, Microsoft Excel, Highly detail oriented, Organized Multi-tasker, Editing, Outlook, Adobe Creative Suite, Insurance Verification, Insurance Policies, Multi-line Phone, Capstone, Conceptboard, Microsoft Publisher, Windows 7, Blackboard, Mac OS, Proofreading, Admissions, Telephone Reception, Telephone Interviewing, Customer Service...
Education
Schreiner University 2011 — 2013
Master of Business Administration (M.B.A.)
Schreiner University 2006 — 2007
Bachelor of Arts (B.A.)
Moses St.Bernard's AllianceBernstein Experience March 2014 - July 2015
Job Innovative Digital Media Strategist Avid Photographer
Industry Marketing and Advertising
Experience
Codesters April 2015 - Present
Revive 9to5 March 2014 - Present
AllianceBernstein March 2014 - July 2015
BMCC April 2013 - October 2014
The RMM Media Group January 2011 - May 2012
St.Francis College January 2010 - May 2012
Ideals January 2008 - July 2010
Robert's Construction Company January 2006 - July 2008
Skills
Web Design, Photoshop, Microsoft Office, Data Entry, Databases, Social Media, Photography, Blogging, Event Planning, Public Speaking, Teaching, E-Learning, Help Desk Support, WordPress, Training, Customer Service, Troubleshooting, Recruiting, Editing, Management, Access, Dreamweaver, Social Networking, Graphic Design, Creative Writing, Sales, Outlook, Microsoft Word, Windows, HTML, PowerPoint, Research, Facebook, Microsoft Excel
Education
St. Francis College 2008 — 2012
Bachelor of Science, Information Technology; & Psychology
Hillview College 2002 — 2008
Codesters April 2015 - Present
Revive 9to5 March 2014 - Present
AllianceBernstein March 2014 - July 2015
BMCC April 2013 - October 2014
The RMM Media Group January 2011 - May 2012
St.Francis College January 2010 - May 2012
Ideals January 2008 - July 2010
Robert's Construction Company January 2006 - July 2008
Skills
Web Design, Photoshop, Microsoft Office, Data Entry, Databases, Social Media, Photography, Blogging, Event Planning, Public Speaking, Teaching, E-Learning, Help Desk Support, WordPress, Training, Customer Service, Troubleshooting, Recruiting, Editing, Management, Access, Dreamweaver, Social Networking, Graphic Design, Creative Writing, Sales, Outlook, Microsoft Word, Windows, HTML, PowerPoint, Research, Facebook, Microsoft Excel
Education
St. Francis College 2008 — 2012
Bachelor of Science, Information Technology; & Psychology
Hillview College 2002 — 2008
John W Akkerman CFA CAIA John W Akkerman CFA CAIA's AllianceBernstein Experience February 2011 - September 2012
Job MacKay Shields LLC Specialists in innovative fixed income solutions
Industry Financial Services
Experience
MacKay Shields September 2012 - Present
AllianceBernstein February 2011 - September 2012
AllianceBernstein July 1996 - March 2011
AlllianceBernstein 1996 - 2010
Skills
Investments, Fixed Income
Education
CAIA 2010 — 2011
CAIA, Chartered Alternative Investment Analyst
AIMR 1992 — 1994
CFA, Chartered Financial Analyst
The University of Western Ontario 1985 — 1987
Master of Business Administration (MBA)
Saint Mary's University 1978 — 1982
B.Comm, Finance and Marketing
MacKay Shields September 2012 - Present
AllianceBernstein February 2011 - September 2012
AllianceBernstein July 1996 - March 2011
AlllianceBernstein 1996 - 2010
Skills
Investments, Fixed Income
Education
CAIA 2010 — 2011
CAIA, Chartered Alternative Investment Analyst
AIMR 1992 — 1994
CFA, Chartered Financial Analyst
The University of Western Ontario 1985 — 1987
Master of Business Administration (MBA)
Saint Mary's University 1978 — 1982
B.Comm, Finance and Marketing
Allyson O'Neill's AllianceBernstein Experience July 2011 - August 2013
Job Fixed Income Portfolio Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company September 2013 - Present
AllianceBernstein July 2011 - August 2013
Prudential Prime Properties August 2010 - July 2011
Wells Fargo Financial May 2010 - September 2010
Education
Salve Regina University 2006 — 2010
BA, International Studies, Foreign Language, Global Business & Economics
American University of Rome 2008 — 2009
International Business, Marketing Communications
Loomis, Sayles & Company September 2013 - Present
AllianceBernstein July 2011 - August 2013
Prudential Prime Properties August 2010 - July 2011
Wells Fargo Financial May 2010 - September 2010
Education
Salve Regina University 2006 — 2010
BA, International Studies, Foreign Language, Global Business & Economics
American University of Rome 2008 — 2009
International Business, Marketing Communications
Heather Dadey Heather Dadey's AllianceBernstein Experience August 1996 - August 2006
Job Event Planner
Industry Insurance
Experience
Unitrin December 2008 - December 2014
AllianceBernstein August 1996 - August 2006
Education
St. Edward's University 1990 — 1994
BA, Theatre
Unitrin December 2008 - December 2014
AllianceBernstein August 1996 - August 2006
Education
St. Edward's University 1990 — 1994
BA, Theatre
Racine Romaguera Racine Romaguera's AllianceBernstein Experience August 2001 - Present
Job VP, Director of Digital Strategy & Development
Industry Online Media
Experience
AllianceBernstein August 2001 - Present
Accordia [formally Online Retail Partners] July 1999 - August 2001
Barnesandnoble.com 1996 - 1999
Skills
User Interface Design, User Experience, CSS, Online Advertising, Flash, Web Development, Mobile Devices, Information Architecture, Web Design, SEO, Graphic Design, Adobe Creative Suite, Interaction Design, Front-end, E-commerce, Wireframes, Social Media, Dreamweaver, Adobe Fireworks, Web Analytics, Web Content Management, Mobile Applications, Content Strategy, Art Direction, Creative Direction, CMS, Advanced CSS, Information Design, User-centered Design, Logo Design, Content Management, Email Marketing, ExactTarget, Website Development, Digital Marketing, User Experience Design, Web Project Management, User Interface, CSS3, Mobile Design, Collateral, Content Development, Brochures, Management, Strategy, Interactive Advertising, Digital Media, Advertising, Digital Strategy
Education
School of Visual Arts
BA, Graphic Design
AllianceBernstein August 2001 - Present
Accordia [formally Online Retail Partners] July 1999 - August 2001
Barnesandnoble.com 1996 - 1999
Skills
User Interface Design, User Experience, CSS, Online Advertising, Flash, Web Development, Mobile Devices, Information Architecture, Web Design, SEO, Graphic Design, Adobe Creative Suite, Interaction Design, Front-end, E-commerce, Wireframes, Social Media, Dreamweaver, Adobe Fireworks, Web Analytics, Web Content Management, Mobile Applications, Content Strategy, Art Direction, Creative Direction, CMS, Advanced CSS, Information Design, User-centered Design, Logo Design, Content Management, Email Marketing, ExactTarget, Website Development, Digital Marketing, User Experience Design, Web Project Management, User Interface, CSS3, Mobile Design, Collateral, Content Development, Brochures, Management, Strategy, Interactive Advertising, Digital Media, Advertising, Digital Strategy
Education
School of Visual Arts
BA, Graphic Design
Anthony Mayr Anthony Mayr's AllianceBernstein Experience 2008 - Present
Job VP / Senior Financial Analyst
Industry Financial Services
Experience
AllianceBernstein 2008 - Present
AllianceBernstein 2006 - 2008
AllianceBernstein 2004 - 2006
Skills
Alternative Investments, Asset Management, Equities, Fixed Income, Hedge Funds, Microsoft Office, Portfolio Management, Series 7
Education
Seattle University
BA; BS, Finance; Computer Science
AllianceBernstein 2008 - Present
AllianceBernstein 2006 - 2008
AllianceBernstein 2004 - 2006
Skills
Alternative Investments, Asset Management, Equities, Fixed Income, Hedge Funds, Microsoft Office, Portfolio Management, Series 7
Education
Seattle University
BA; BS, Finance; Computer Science
Anita Christofferson Anita Christofferson's AllianceBernstein Experience October 2006 - September 2008
Job CEO at digad solutions
Industry Information Technology and Services
Experience
Sapphire Systems February 2013 - October 2013
WebFilings April 2012 - October 2012
NetSuite January 2012 - March 2012
NetSuite Inc. January 2011 - January 2012
InterDyn AKA 2008 - January 2011
AllianceBernstein October 2006 - September 2008
eFinancialCareers 2005 - 2006
Gridley & Company LLC 2004 - 2004
Capital Institutional Services 2001 - 2003
Skills
SaaS, Salesforce.com, Consulting, Enterprise Software, Project Management, Solution Selling, Requirements Analysis, Software Solution..., Cloud Computing, Professional Services, Business Intelligence, Business Development, Account Management, Project Accounting, Agile & Waterfall..., CRM / ERP, Data Integration
Education
Southern Methodist University - Cox School of Business 2000 — 2002
BBA, Financial Consulting
Sapphire Systems February 2013 - October 2013
WebFilings April 2012 - October 2012
NetSuite January 2012 - March 2012
NetSuite Inc. January 2011 - January 2012
InterDyn AKA 2008 - January 2011
AllianceBernstein October 2006 - September 2008
eFinancialCareers 2005 - 2006
Gridley & Company LLC 2004 - 2004
Capital Institutional Services 2001 - 2003
Skills
SaaS, Salesforce.com, Consulting, Enterprise Software, Project Management, Solution Selling, Requirements Analysis, Software Solution..., Cloud Computing, Professional Services, Business Intelligence, Business Development, Account Management, Project Accounting, Agile & Waterfall..., CRM / ERP, Data Integration
Education
Southern Methodist University - Cox School of Business 2000 — 2002
BBA, Financial Consulting
Kurt Schoknecht Kurt Schoknecht's AllianceBernstein Experience August 1999 - February 2008
Job Managing Partner, The Cardinal Partners
Industry Financial Services
Experience
The Cardinal Partners March 2008 - Present
Greenwich Associates March 2012 - April 2014
BlackRock May 2011 - February 2012
AllianceBernstein August 1999 - February 2008
Bankers Trust January 1992 - August 1999
McKinsey & Company February 1988 - January 1992
Citibank June 1977 - September 1988
Skills
Management Consulting, Recruiting, Asset Managment, Investments, Mutual Funds, Investment Management, Equities, Private Equity, Asset Allocation, Asset Management, Corporate Finance, Emerging Markets, Finance, Financial Services, Risk Management, Series 7, Strategic Financial..., Strategy
Education
Stanford University Graduate School of Business 1975 — 1977
M.B.A., Finance
Stanford University 1969 — 1973
B.A., History, Mathematics, German
The Cardinal Partners March 2008 - Present
Greenwich Associates March 2012 - April 2014
BlackRock May 2011 - February 2012
AllianceBernstein August 1999 - February 2008
Bankers Trust January 1992 - August 1999
McKinsey & Company February 1988 - January 1992
Citibank June 1977 - September 1988
Skills
Management Consulting, Recruiting, Asset Managment, Investments, Mutual Funds, Investment Management, Equities, Private Equity, Asset Allocation, Asset Management, Corporate Finance, Emerging Markets, Finance, Financial Services, Risk Management, Series 7, Strategic Financial..., Strategy
Education
Stanford University Graduate School of Business 1975 — 1977
M.B.A., Finance
Stanford University 1969 — 1973
B.A., History, Mathematics, German
Anthony Reimherr, C.P.A. Anthony Reimherr, C.P.A.'s AllianceBernstein Experience June 2006 - August 2006
Job Controller at Sun Action Trackers
Industry Renewables & Environment
Experience
Sun Action Trackers June 2015 - Present
Sun Action Trackers May 2014 - June 2015
Ercam Trackers January 2014 - May 2014
Kinetic Concepts September 2012 - December 2013
Gore Design Ltd. April 2009 - September 2012
USAA June 2007 - September 2008
AllianceBernstein June 2006 - August 2006
Skills
Activity Based Costing, Cognos, PeopleSoft, Microsoft Office, Essbase, QuickBooks, Hyperion HFM, Financial Analysis, Financial Reporting, Financial Accounting, Accounting, FDM, Process Improvement, Account Reconciliation
Education
The University of Texas at San Antonio 2009 — 2011
Masters, Business Administration; Accounting
St. Mary's University 2003 — 2007
Bachelor of Business Administration, Accounting
Sun Action Trackers June 2015 - Present
Sun Action Trackers May 2014 - June 2015
Ercam Trackers January 2014 - May 2014
Kinetic Concepts September 2012 - December 2013
Gore Design Ltd. April 2009 - September 2012
USAA June 2007 - September 2008
AllianceBernstein June 2006 - August 2006
Skills
Activity Based Costing, Cognos, PeopleSoft, Microsoft Office, Essbase, QuickBooks, Hyperion HFM, Financial Analysis, Financial Reporting, Financial Accounting, Accounting, FDM, Process Improvement, Account Reconciliation
Education
The University of Texas at San Antonio 2009 — 2011
Masters, Business Administration; Accounting
St. Mary's University 2003 — 2007
Bachelor of Business Administration, Accounting
Alyssa Hannah's AllianceBernstein Experience September 2014 - Present
Job Assistant at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein September 2014 - Present
Capital Group September 2013 - September 2014
Wunderlich Securities November 2011 - August 2012
Madison Williams and Company September 2003 - November 2011
San-Ei Gen F.F.I. (U.S.A.) February 1998 - March 2003
Education
San Diego State University-California State University
B.A., Telecommunications
AllianceBernstein September 2014 - Present
Capital Group September 2013 - September 2014
Wunderlich Securities November 2011 - August 2012
Madison Williams and Company September 2003 - November 2011
San-Ei Gen F.F.I. (U.S.A.) February 1998 - March 2003
Education
San Diego State University-California State University
B.A., Telecommunications
Amna Ali Khan Amna Ali Khan's AllianceBernstein Experience August 2013 - Present
Job Associate at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2013 - Present
PIMCO September 2011 - August 2013
Citi April 2010 - June 2011
Franklin Templeton Investments July 2008 - April 2010
Bloomberg LP January 2008 - July 2008
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Investments, Economics, Asset Management, Valuation, Emerging Markets, Portfolio Management, Hedge Funds, Securities, Capital Markets, Derivatives, Investment Banking, Alternative Investments, Asset Allocation, Private Equity, Bonds, Series 7, Bloomberg Terminal, Investment Management, Mutual Funds
Education
Smith College 2004 — 2008
Bachelor's degree, Economics
AllianceBernstein August 2013 - Present
PIMCO September 2011 - August 2013
Citi April 2010 - June 2011
Franklin Templeton Investments July 2008 - April 2010
Bloomberg LP January 2008 - July 2008
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Investments, Economics, Asset Management, Valuation, Emerging Markets, Portfolio Management, Hedge Funds, Securities, Capital Markets, Derivatives, Investment Banking, Alternative Investments, Asset Allocation, Private Equity, Bonds, Series 7, Bloomberg Terminal, Investment Management, Mutual Funds
Education
Smith College 2004 — 2008
Bachelor's degree, Economics
Brian Warczinsky Brian Warczinsky's AllianceBernstein Experience 2010 - 2010
Job Intern at Portfolio LLC
Industry
Experience
Portfolio Asset Management May 2012 - August 2012
Azlore Consulting June 2011 - August 2011
AllianceBernstein 2010 - 2010
Education
St. John's College 2009 — 2013
Liberal Arts
Portfolio Asset Management May 2012 - August 2012
Azlore Consulting June 2011 - August 2011
AllianceBernstein 2010 - 2010
Education
St. John's College 2009 — 2013
Liberal Arts
Dan R. Wilson Dan R. Wilson's AllianceBernstein Experience November 2000 - Present
Job VPTechnology Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein November 2000 - Present
Accenture June 1997 - August 2000
Allegro Development March 1995 - June 1997
Education
Southern Methodist University - Cox School of Business 1989 — 1991
MBA
Wichita State University 1982 — 1986
BSEE, Electrical Engineering
AllianceBernstein November 2000 - Present
Accenture June 1997 - August 2000
Allegro Development March 1995 - June 1997
Education
Southern Methodist University - Cox School of Business 1989 — 1991
MBA
Wichita State University 1982 — 1986
BSEE, Electrical Engineering
Jennifer Rolf Jennifer Rolf's AllianceBernstein Experience August 2010 - August 2013
Job Writer and Editor
Industry Investment Management
Experience
Freelance September 2013 - Present
AllianceBernstein August 2010 - August 2013
AllianceBernstein September 2006 - August 2010
A.G. Edwards June 1998 - September 2006
Skills
Series 7, Fixed Income, Series 63, Equities, Mutual Funds, Securities, Financial Services
Education
Saint Louis University
Master of Arts (M.A.), Communication
Saint Louis University
Bachelor of Arts (B.A.), Communication
Freelance September 2013 - Present
AllianceBernstein August 2010 - August 2013
AllianceBernstein September 2006 - August 2010
A.G. Edwards June 1998 - September 2006
Skills
Series 7, Fixed Income, Series 63, Equities, Mutual Funds, Securities, Financial Services
Education
Saint Louis University
Master of Arts (M.A.), Communication
Saint Louis University
Bachelor of Arts (B.A.), Communication
Frank Martello Frank Martello's AllianceBernstein Experience April 2008 - September 2010
Job AVP, Internal Divisional Manager at Allianz Global Investors, CIMA®
Industry Financial Services
Experience
Allianz Global Investors May 2010 - Present
AllianceBernstein April 2008 - September 2010
AllianceBernstein December 2003 - April 2008
Morgan Stanley June 1998 - November 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2007
CIMA Designation, Finance, General
Seton Hall University 1994 — 1998
B.S., Finance and Economics
Allianz Global Investors May 2010 - Present
AllianceBernstein April 2008 - September 2010
AllianceBernstein December 2003 - April 2008
Morgan Stanley June 1998 - November 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2007
CIMA Designation, Finance, General
Seton Hall University 1994 — 1998
B.S., Finance and Economics
Linda Curran Linda Curran's AllianceBernstein Experience August 2013 - Present
Job Sanford Bernstein Research/Institutional Sales at AllianceBernstein
Industry Nonprofit Organization Management
Experience
AllianceBernstein August 2013 - Present
Dr. Interns June 2011 - Present
Atlantic Stars 2012 - Present
Salve Regina University Research Associate, “Calcium as a Potential Cancer Biomarker”Salve Regina UniversitySeptember 2007 - May 2010
Salve Regina University October 2006 - May 2010
Skills
Higher Education, Versatile Writer, Clinical Research, Market Research, Laboratory Medicine, University Teaching, Grant Writing, Grant Administration, Corporate Communications, Laboratory Technicians, Editing, Cell, Teaching, Research, Nonprofits, Facebook, Social Media, Chemistry, Biology, Community Outreach, Program Development, Gel Electrophoresis
Education
Salve Regina University 2006 — 2010
Double Bachelor of Science Degree, Chemistry, Biology
The George Washington University School of Medicine and Health Sciences
International Public Health/International Health
AllianceBernstein August 2013 - Present
Dr. Interns June 2011 - Present
Atlantic Stars 2012 - Present
Salve Regina University Research Associate, “Calcium as a Potential Cancer Biomarker”Salve Regina UniversitySeptember 2007 - May 2010
Salve Regina University October 2006 - May 2010
Skills
Higher Education, Versatile Writer, Clinical Research, Market Research, Laboratory Medicine, University Teaching, Grant Writing, Grant Administration, Corporate Communications, Laboratory Technicians, Editing, Cell, Teaching, Research, Nonprofits, Facebook, Social Media, Chemistry, Biology, Community Outreach, Program Development, Gel Electrophoresis
Education
Salve Regina University 2006 — 2010
Double Bachelor of Science Degree, Chemistry, Biology
The George Washington University School of Medicine and Health Sciences
International Public Health/International Health
Barry Wilson Barry Wilson's AllianceBernstein Experience September 2013 - 2014
Job Senior Vice President at Antares Capital
Industry Financial Services
Experience
Antares Capital September 2014 - Present
AllianceBernstein September 2013 - 2014
SS&C Technologies November 2009 - September 2013
Mariner Tricadia Credit Strategies Master Fund and Tiptree Financial Partners August 2009 - August 2010
Gemini Partners April 2009 - September 2009
Mesirow Financial February 2009 - March 2009
Blue Mountain Capital LLC April 2008 - October 2008
CentrePacific LLC April 2004 - July 2006
Pimco February 2003 - April 2004
Coast Asset Management March 1999 - February 2003
Skills
Valuation, High Yield, Asset Allocation, Asset Management, CDO, CLO, Fixed Income, Hedge Funds, Leveraged Finance, Structured Products, Loans, Alternative Investments, Portfolio Management, Due Diligence, Structured Finance, Trading, Risk Management, Credit, Credit Analysis, Credit Risk, Fund Of Funds, Investment Banking, Asset Managment, Bonds, Derivatives, Equities, Capital Markets, Private Equity, Pricing, Mutual Funds, Bloomberg Terminal, Securities, Mortgage Lending
Education
Loyola University Rome Center 1986 — 1986
Southern Methodist University - Cox School of Business 1982 — 1986
BBA/BA, Finance and Political Science
Antares Capital September 2014 - Present
AllianceBernstein September 2013 - 2014
SS&C Technologies November 2009 - September 2013
Mariner Tricadia Credit Strategies Master Fund and Tiptree Financial Partners August 2009 - August 2010
Gemini Partners April 2009 - September 2009
Mesirow Financial February 2009 - March 2009
Blue Mountain Capital LLC April 2008 - October 2008
CentrePacific LLC April 2004 - July 2006
Pimco February 2003 - April 2004
Coast Asset Management March 1999 - February 2003
Skills
Valuation, High Yield, Asset Allocation, Asset Management, CDO, CLO, Fixed Income, Hedge Funds, Leveraged Finance, Structured Products, Loans, Alternative Investments, Portfolio Management, Due Diligence, Structured Finance, Trading, Risk Management, Credit, Credit Analysis, Credit Risk, Fund Of Funds, Investment Banking, Asset Managment, Bonds, Derivatives, Equities, Capital Markets, Private Equity, Pricing, Mutual Funds, Bloomberg Terminal, Securities, Mortgage Lending
Education
Loyola University Rome Center 1986 — 1986
Southern Methodist University - Cox School of Business 1982 — 1986
BBA/BA, Finance and Political Science
Diana Salvatore Biega's AllianceBernstein Experience August 2009 - August 2010
Job
Industry Marketing and Advertising
Experience
In The Pink Stores, Inc. April 2014 - Present
Utica Comets October 2013 - April 2014
In The Pink Stores, Inc. May 2013 - September 2013
Putnam Investments August 2010 - May 2013
AllianceBernstein August 2009 - August 2010
New England Build and Restore June 2008 - July 2009
WEEI 2006 - 2009
Entercom May 2006 - September 2007
Simmons College 2006 - 2007
Skills
Client Relations, Written Communication, Marketing Communications, Social Media, Social Media Marketing, Brand Awareness, Written Skills, Public Speaking, Microsoft Office, Nonprofits, Strategy, Management, Competitive Analysis, Sales, Time Management, Budgets, Sponsorship, Marketing, Event Planning, Integrated Marketing, Account Management, Social Networking, Email Marketing, Event Management, Corporate Communications, Marketing Strategy, Cross-functional Team..., Corporate Branding, Newsletters, Customer Service, Microsoft Excel, Advertising, Online Marketing, Facebook, Merchandising, Market Research, Strategic Communications, Fundraising, Brand Development, Brand Management, Digital Strategy, Media Planning, Interviews, Radio, Publicity, Leadership, Direct Marketing, Media Relations, Internal Communications, Digital Media
Education
Simmons College 2008 — 2009
M.S., Communications Management
Simmons College 2004 — 2008
Bachelor, Communications (Public Relations/Marketing and Broadcast Journalism)
In The Pink Stores, Inc. April 2014 - Present
Utica Comets October 2013 - April 2014
In The Pink Stores, Inc. May 2013 - September 2013
Putnam Investments August 2010 - May 2013
AllianceBernstein August 2009 - August 2010
New England Build and Restore June 2008 - July 2009
WEEI 2006 - 2009
Entercom May 2006 - September 2007
Simmons College 2006 - 2007
Skills
Client Relations, Written Communication, Marketing Communications, Social Media, Social Media Marketing, Brand Awareness, Written Skills, Public Speaking, Microsoft Office, Nonprofits, Strategy, Management, Competitive Analysis, Sales, Time Management, Budgets, Sponsorship, Marketing, Event Planning, Integrated Marketing, Account Management, Social Networking, Email Marketing, Event Management, Corporate Communications, Marketing Strategy, Cross-functional Team..., Corporate Branding, Newsletters, Customer Service, Microsoft Excel, Advertising, Online Marketing, Facebook, Merchandising, Market Research, Strategic Communications, Fundraising, Brand Development, Brand Management, Digital Strategy, Media Planning, Interviews, Radio, Publicity, Leadership, Direct Marketing, Media Relations, Internal Communications, Digital Media
Education
Simmons College 2008 — 2009
M.S., Communications Management
Simmons College 2004 — 2008
Bachelor, Communications (Public Relations/Marketing and Broadcast Journalism)
Scott Dabroski Scott Dabroski's AllianceBernstein Experience January 2011 - December 2011
Job International Fail Control Associate
Industry Investment Management
Experience
Instinet Incorporated March 2014 - Present
Ridge Clearing May 2012 - March 2013
AllianceBernstein January 2011 - December 2011
AllianceBernstein March 2006 - January 2009
Skills
Microsoft Excel, Account Reconciliation, International Trade, Bloomberg, Microsoft Office, Settlement Services, Clearances, Broker-Dealer, CitiDirect, Fixed Income, Equities, Bonds, FX trading, DTC, Gloss, SWIFT payments, SWIFT messaging, ACE, Outlook, Euroclear, Financial Services, Bloomberg Terminal, Data Entry, Data Analysis, Leadership
Education
State University of New York at New Paltz 2004 — 2006
BS, Business Management
Instinet Incorporated March 2014 - Present
Ridge Clearing May 2012 - March 2013
AllianceBernstein January 2011 - December 2011
AllianceBernstein March 2006 - January 2009
Skills
Microsoft Excel, Account Reconciliation, International Trade, Bloomberg, Microsoft Office, Settlement Services, Clearances, Broker-Dealer, CitiDirect, Fixed Income, Equities, Bonds, FX trading, DTC, Gloss, SWIFT payments, SWIFT messaging, ACE, Outlook, Euroclear, Financial Services, Bloomberg Terminal, Data Entry, Data Analysis, Leadership
Education
State University of New York at New Paltz 2004 — 2006
BS, Business Management
Stan Grinapol Stan Grinapol's AllianceBernstein Experience February 2013 - June 2013
Job UX / UI Design Consultant @ rokittech
Industry Internet
Experience
FieldLens August 2013 - January 2015
AllianceBernstein February 2013 - June 2013
Bit Fountain September 2012 - January 2013
Scribble & Tweak May 2012 - August 2012
CDMiConnect December 2011 - April 2012
Lab49 July 2011 - November 2011
Blank Slate Factory, Inc. January 2011 - June 2011
Ashford.com 2009 - 2010
About.com 2009 - 2009
CNBC May 2008 - December 2008
Skills
Art Direction, Web Design, Graphic Design, Corporate Identity, Illustrator, Photoshop, Interactive Advertising, Experience Design, User Interface Design, Typography, Logo Design, Mobile Design, Adobe Creative Suite, Branding & Identity, Visual Design, Banner Ads, Visual Communication, Graphics, Layout, Mac, Banners, Adobe Fireworks, Interaction Design, Creative Direction, Flash, User Experience, ActionScript, Information Architecture, InDesign, Illustration, Advertising, CSS, Dreamweaver, User Interface, QuarkXPress, Brochures, Email Marketing, Posters, Copywriting, Motion Graphics, Animation, Wireframes, Business Cards, Usability, Concept Development, Art, User Experience Design, Information Design, Creative Strategy, Corporate Branding
Education
School of Visual Arts 1995 — 1999
Bachelor of Arts, Graphic Design
School of Visual Arts 1995 — 1999
FieldLens August 2013 - January 2015
AllianceBernstein February 2013 - June 2013
Bit Fountain September 2012 - January 2013
Scribble & Tweak May 2012 - August 2012
CDMiConnect December 2011 - April 2012
Lab49 July 2011 - November 2011
Blank Slate Factory, Inc. January 2011 - June 2011
Ashford.com 2009 - 2010
About.com 2009 - 2009
CNBC May 2008 - December 2008
Skills
Art Direction, Web Design, Graphic Design, Corporate Identity, Illustrator, Photoshop, Interactive Advertising, Experience Design, User Interface Design, Typography, Logo Design, Mobile Design, Adobe Creative Suite, Branding & Identity, Visual Design, Banner Ads, Visual Communication, Graphics, Layout, Mac, Banners, Adobe Fireworks, Interaction Design, Creative Direction, Flash, User Experience, ActionScript, Information Architecture, InDesign, Illustration, Advertising, CSS, Dreamweaver, User Interface, QuarkXPress, Brochures, Email Marketing, Posters, Copywriting, Motion Graphics, Animation, Wireframes, Business Cards, Usability, Concept Development, Art, User Experience Design, Information Design, Creative Strategy, Corporate Branding
Education
School of Visual Arts 1995 — 1999
Bachelor of Arts, Graphic Design
School of Visual Arts 1995 — 1999
Mark Chandros Mark Chandros's AllianceBernstein Experience 2005 - 2012
Job Recruiting Manager at Henderson Harbor
Industry Staffing and Recruiting
Experience
Henderson Harbor 2012 - Present
AllianceBernstein 2005 - 2012
New York Life Insurance Company 1997 - 2005
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Equity Research
Education
Seton Hall University 1993 — 1997
BA
Cranford High School
Henderson Harbor 2012 - Present
AllianceBernstein 2005 - 2012
New York Life Insurance Company 1997 - 2005
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Equity Research
Education
Seton Hall University 1993 — 1997
BA
Cranford High School
Chris Thompson Chris Thompson's AllianceBernstein Experience 1997 - 1998
Job U.S. Equity Manager Research at Towers Watson
Industry Financial Services
Experience
Towers Watson September 2013 - Present
Segal Rogerscasey February 2012 - September 2013
RogersCasey November 2009 - February 2012
RogersCasey April 2006 - November 2009
Managers Investment Group 1998 - 2006
AllianceBernstein 1997 - 1998
Morgan Stanley Investment Management 1995 - 1997
Dillon Read 1991 - 1995
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Asset Managment, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity, Wealth Management, Due Diligence, Pensions, Defined Benefit, Endowments, ETFs, Venture Capital, Bonds, Bloomberg, Investment Advisory
Education
Siena College 1987 — 1991
BA, Economics
Towers Watson September 2013 - Present
Segal Rogerscasey February 2012 - September 2013
RogersCasey November 2009 - February 2012
RogersCasey April 2006 - November 2009
Managers Investment Group 1998 - 2006
AllianceBernstein 1997 - 1998
Morgan Stanley Investment Management 1995 - 1997
Dillon Read 1991 - 1995
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Asset Managment, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity, Wealth Management, Due Diligence, Pensions, Defined Benefit, Endowments, ETFs, Venture Capital, Bonds, Bloomberg, Investment Advisory
Education
Siena College 1987 — 1991
BA, Economics
Erik Larson, CFA, CPA's AllianceBernstein Experience June 2013 - Present
Job AVP, Associate Portfolio Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2013 - Present
Ernst & Young August 2011 - June 2013
Salmin, Celona, Wehrle & Flaherty, LLP November 2008 - May 2009
Education
State University of New York College at Geneseo 2010 — 2011
M.S., Accounting
State University of New York College at Geneseo 2006 — 2010
B.S., Accounting, Philosophy Minor, Cum Laude
Lynbrook High School
AllianceBernstein June 2013 - Present
Ernst & Young August 2011 - June 2013
Salmin, Celona, Wehrle & Flaherty, LLP November 2008 - May 2009
Education
State University of New York College at Geneseo 2010 — 2011
M.S., Accounting
State University of New York College at Geneseo 2006 — 2010
B.S., Accounting, Philosophy Minor, Cum Laude
Lynbrook High School
Nick Viviano Nick Viviano's AllianceBernstein Experience February 2007 - August 2011
Job Information Risk Manager
Industry Financial Services
Experience
Major Financial Services Firm August 2011 - Present
AllianceBernstein February 2007 - August 2011
DealerTrack 2005 - 2007
CorrectNet, Inc. 2000 - 2005
Skills
Security, Networking, CCNA, Information Security, Risk Assessment, CISA, CISSP, Technical Support, Information Security..., IT Strategy, Risk Management, Management, Firewalls, Business Continuity, Virtualization, Unix, ITIL, Talent Management, IT Audit, Vendor Management, Project Management, Disaster Recovery, SDLC, Application Security, Active Directory, Integration, Business Analysis, CISM, Financial Risk, Time Management, Enterprise Architecture, Enterprise Risk..., ISO 27001, Information Technology, IT Management, VPN, Data Center, CEH, Microsoft Certified..., Network Security, SharePoint, Operational Risk..., Security Audits
Education
State University of New York - System 1999 — 2000
Major Financial Services Firm August 2011 - Present
AllianceBernstein February 2007 - August 2011
DealerTrack 2005 - 2007
CorrectNet, Inc. 2000 - 2005
Skills
Security, Networking, CCNA, Information Security, Risk Assessment, CISA, CISSP, Technical Support, Information Security..., IT Strategy, Risk Management, Management, Firewalls, Business Continuity, Virtualization, Unix, ITIL, Talent Management, IT Audit, Vendor Management, Project Management, Disaster Recovery, SDLC, Application Security, Active Directory, Integration, Business Analysis, CISM, Financial Risk, Time Management, Enterprise Architecture, Enterprise Risk..., ISO 27001, Information Technology, IT Management, VPN, Data Center, CEH, Microsoft Certified..., Network Security, SharePoint, Operational Risk..., Security Audits
Education
State University of New York - System 1999 — 2000
Will Geier Will Geier's AllianceBernstein Experience August 2013 - Present
Job Real Estate Investments at AllianceBernstein
Industry Real Estate
Experience
AllianceBernstein August 2013 - Present
Eastdil Secured April 2011 - June 2013
Education
Stanford University 2007 — 2011
AllianceBernstein August 2013 - Present
Eastdil Secured April 2011 - June 2013
Education
Stanford University 2007 — 2011
Margaret Mair Margaret Mair's AllianceBernstein Experience April 2007 - March 2009
Job RFP manager at Invesco
Industry Financial Services
Experience
Invesco May 2012 - Present
Invesco Ltd. May 2010 - May 2012
AllianceBernstein April 2007 - March 2009
Madison Square Investors September 2003 - April 2007
Skills
Asset Management, Competitive Analysis, Equities, Investments, Marketing, Portfolio Management
Education
State University of New York at Buffalo - School of Management 1999 — 2003
BS Business Administration, Business
Iroquois High School 1995 — 1999
Invesco May 2012 - Present
Invesco Ltd. May 2010 - May 2012
AllianceBernstein April 2007 - March 2009
Madison Square Investors September 2003 - April 2007
Skills
Asset Management, Competitive Analysis, Equities, Investments, Marketing, Portfolio Management
Education
State University of New York at Buffalo - School of Management 1999 — 2003
BS Business Administration, Business
Iroquois High School 1995 — 1999
Jenny Birrueta Arreola Jenny Birrueta Arreola's AllianceBernstein Experience June 2004 - August 2006
Job Accounting and Finance Professional
Industry Oil & Energy
Experience
National Oilwell Varco May 2015 - Present
National Oilwell Varco March 2010 - Present
Bromley Communications April 2008 - December 2009
Mary Kay, Inc. September 2005 - December 2008
US Renal Care, Inc. December 2007 - June 2008
DaVita August 2006 - May 2007
AllianceBernstein June 2004 - August 2006
Fresenius Medical Care January 1994 - January 2004
Skills
Administration, Budgeting, Accounting, Accounts Payable, Billing, Accounts Receivable, Account Reconciliation, statement reconciliation, Vendors, Vendor Relationships, Customer Service, Customer Support, ERP systems, three way match..., Budgets, Invoicing, Management, General Ledger, System Administration, Payroll, Training, ERP
Education
Sam Houston State University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management, Senior
St. Philip's College 2002 — 2004
AAS, Accounting
National Oilwell Varco May 2015 - Present
National Oilwell Varco March 2010 - Present
Bromley Communications April 2008 - December 2009
Mary Kay, Inc. September 2005 - December 2008
US Renal Care, Inc. December 2007 - June 2008
DaVita August 2006 - May 2007
AllianceBernstein June 2004 - August 2006
Fresenius Medical Care January 1994 - January 2004
Skills
Administration, Budgeting, Accounting, Accounts Payable, Billing, Accounts Receivable, Account Reconciliation, statement reconciliation, Vendors, Vendor Relationships, Customer Service, Customer Support, ERP systems, three way match..., Budgets, Invoicing, Management, General Ledger, System Administration, Payroll, Training, ERP
Education
Sam Houston State University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management, Senior
St. Philip's College 2002 — 2004
AAS, Accounting
Pavan W. Auman, CFA's AllianceBernstein Experience September 2014 - Present
Job Research Analyst at Bernstein Global Wealth Management
Industry Financial Services
Experience
AllianceBernstein September 2014 - Present
Charles Schwab June 2008 - September 2014
Charles Schwab February 2007 - June 2008
VisageMobile.Com May 2005 - February 2007
Bricsnet Incorporated December 2002 - March 2005
ChemConnect August 2000 - March 2002
SmartAge March 2000 - August 2000
StockMaster.Com October 1998 - December 1999
U.S. Department of Energy June 1998 - October 1998
Education
Santa Clara University 2003 — 2007
MBA, Finance
AllianceBernstein September 2014 - Present
Charles Schwab June 2008 - September 2014
Charles Schwab February 2007 - June 2008
VisageMobile.Com May 2005 - February 2007
Bricsnet Incorporated December 2002 - March 2005
ChemConnect August 2000 - March 2002
SmartAge March 2000 - August 2000
StockMaster.Com October 1998 - December 1999
U.S. Department of Energy June 1998 - October 1998
Education
Santa Clara University 2003 — 2007
MBA, Finance
Thomas (TJ) Rance Thomas (TJ) Rance's AllianceBernstein Experience November 2006 - April 2008
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Royal Bank of Scotland April 2008 - June 2015
AllianceBernstein November 2006 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
St. Lawrence University 2002 — 2006
Bachelor of Arts (B.A.), History
J.P. Morgan July 2015 - Present
Royal Bank of Scotland April 2008 - June 2015
AllianceBernstein November 2006 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
St. Lawrence University 2002 — 2006
Bachelor of Arts (B.A.), History
James Hilburn James Hilburn's AllianceBernstein Experience September 2013 - Present
Job Technical Design & Development Lead at SWBC
Industry Insurance
Experience
Tec August 2015 - Present
SWBC December 2014 - Present
AllianceBernstein September 2013 - Present
AllianceBernstein May 2011 - September 2013
AllianceBernstein April 2009 - May 2011
AllianceBernstein December 2006 - April 2009
Lowe's Companies, Inc. March 2003 - December 2006
Education
San Antonio College
The University of Texas at San Antonio
Tec August 2015 - Present
SWBC December 2014 - Present
AllianceBernstein September 2013 - Present
AllianceBernstein May 2011 - September 2013
AllianceBernstein April 2009 - May 2011
AllianceBernstein December 2006 - April 2009
Lowe's Companies, Inc. March 2003 - December 2006
Education
San Antonio College
The University of Texas at San Antonio
Lia Strasser's AllianceBernstein Experience 2007 - 2008
Job Independent Creative Director, Graphic Designer, Illustrator
Industry Marketing and Advertising
Experience
Independent Freelancer May 2015 - Present
Manhattan Marketing Ensemble : MME November 2014 - April 2015
Hampshire Hotels Management, LLC January 2012 - November 2014
Hampshire Hotels Management, LLC January 2012 - January 2013
ALM December 2010 - December 2011
Freelance / Graphic Design Services May 2006 - December 2011
AllianceBernstein 2007 - 2008
WALLACE CHURCH June 2004 - August 2004
WALLACE CHURCH July 2003 - August 2003
The New Yorker June 2002 - August 2002
Skills
InDesign, Graphic Design, Creative Direction, Typography, Layout, Adobe Creative Suite, Photoshop, Illustrator, Web Design, Social Media, Email Marketing, Copywriting, Graphics, Presentations, Advertising, Italian languages, Branding & Identity, Food & Beverage, Brand Development
Education
Skidmore College 2002 — 2006
Bachelor of Science (BS), Graphic Design
Tyler School of Art (Temple University in Rome) 2003 — 2004
One academic year abroad, Painting, Italian Studies
Mamaroneck High School
Mamaroneck High School
Mamaroneck High School
Independent Freelancer May 2015 - Present
Manhattan Marketing Ensemble : MME November 2014 - April 2015
Hampshire Hotels Management, LLC January 2012 - November 2014
Hampshire Hotels Management, LLC January 2012 - January 2013
ALM December 2010 - December 2011
Freelance / Graphic Design Services May 2006 - December 2011
AllianceBernstein 2007 - 2008
WALLACE CHURCH June 2004 - August 2004
WALLACE CHURCH July 2003 - August 2003
The New Yorker June 2002 - August 2002
Skills
InDesign, Graphic Design, Creative Direction, Typography, Layout, Adobe Creative Suite, Photoshop, Illustrator, Web Design, Social Media, Email Marketing, Copywriting, Graphics, Presentations, Advertising, Italian languages, Branding & Identity, Food & Beverage, Brand Development
Education
Skidmore College 2002 — 2006
Bachelor of Science (BS), Graphic Design
Tyler School of Art (Temple University in Rome) 2003 — 2004
One academic year abroad, Painting, Italian Studies
Mamaroneck High School
Mamaroneck High School
Mamaroneck High School
Justin Shatraw's AllianceBernstein Experience April 2011 - April 2013
Job AV Specialist & PM / Writer
Industry Writing and Editing
Experience
Hallmark Health System, Inc. May 2013 - Present
National Geographic Channel May 2014 - Present
Freelance 2008 - Present
Kirkus Media November 2014 - April 2015
AllianceBernstein April 2011 - April 2013
AllianceBernstein January 2009 - April 2011
The Learning Annex September 2005 - April 2007
Skills
Screenwriting, Final Draft, Script Editing, Script Consultation, Script Doctoring, Storytelling, Creative Writer, Advertising, Video Editing, Editing, Video Conferencing, Comedy, AV, Film, Final Cut Pro, Blogging, Creative Writing, Multimedia, Copywriting, Television, Tandberg, Video, Content Strategy, Video Production, Editorial, Copy Editing, New Media, Digital Media, Production Managment, Film Production, Broadcast, Producing
Education
Skidmore College 1999 — 2003
Bachelor of Arts (B.A.), Creative Writing
Hallmark Health System, Inc. May 2013 - Present
National Geographic Channel May 2014 - Present
Freelance 2008 - Present
Kirkus Media November 2014 - April 2015
AllianceBernstein April 2011 - April 2013
AllianceBernstein January 2009 - April 2011
The Learning Annex September 2005 - April 2007
Skills
Screenwriting, Final Draft, Script Editing, Script Consultation, Script Doctoring, Storytelling, Creative Writer, Advertising, Video Editing, Editing, Video Conferencing, Comedy, AV, Film, Final Cut Pro, Blogging, Creative Writing, Multimedia, Copywriting, Television, Tandberg, Video, Content Strategy, Video Production, Editorial, Copy Editing, New Media, Digital Media, Production Managment, Film Production, Broadcast, Producing
Education
Skidmore College 1999 — 2003
Bachelor of Arts (B.A.), Creative Writing
Mike Foy, CFP® Mike Foy, CFP®'s AllianceBernstein Experience October 2006 - March 2011
Job Defined Contribution Investment Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments April 2013 - Present
Alliant Insurance Services May 2011 - April 2013
AllianceBernstein October 2006 - March 2011
MFS Investment Management March 2005 - October 2006
Prudential Financial May 2002 - March 2005
PriVest Bank August 2000 - May 2002
Lincoln Financial Group 1988 - 2000
Jesuit Volunteer Corps Northwest August 1987 - July 1988
Skills
Retirement Planning, Investments, Series 63, 401k, Series 7, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Profit Sharing, Series 6, Pensions, Wealth Management, Securities, Fixed Annuities, Asset Managment, Alternative Investments, Retirement Plan..., Series 65, Investment Strategies, 403 b, 457 Plans
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 1999
MBA, Finance
St. Mary's College of California 1983 — 1987
Bachelor's Degree, Business, Psychology
Gunn
Putnam Investments April 2013 - Present
Alliant Insurance Services May 2011 - April 2013
AllianceBernstein October 2006 - March 2011
MFS Investment Management March 2005 - October 2006
Prudential Financial May 2002 - March 2005
PriVest Bank August 2000 - May 2002
Lincoln Financial Group 1988 - 2000
Jesuit Volunteer Corps Northwest August 1987 - July 1988
Skills
Retirement Planning, Investments, Series 63, 401k, Series 7, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Profit Sharing, Series 6, Pensions, Wealth Management, Securities, Fixed Annuities, Asset Managment, Alternative Investments, Retirement Plan..., Series 65, Investment Strategies, 403 b, 457 Plans
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 1999
MBA, Finance
St. Mary's College of California 1983 — 1987
Bachelor's Degree, Business, Psychology
Gunn
Patrick Bonanno's AllianceBernstein Experience September 2011 - April 2014
Job Regional Vice President Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. November 2014 - Present
VMTurbo May 2014 - November 2014
AllianceBernstein September 2011 - April 2014
AllianceBernstein September 2010 - September 2011
Metropolitan Funding Corp January 2010 - September 2010
Banc of America Securities June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Salisbury University 2007 — 2009
B.S., Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Political Science
Chaminade High School 2000 — 2004
Advisors Asset Management, Inc. November 2014 - Present
VMTurbo May 2014 - November 2014
AllianceBernstein September 2011 - April 2014
AllianceBernstein September 2010 - September 2011
Metropolitan Funding Corp January 2010 - September 2010
Banc of America Securities June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Salisbury University 2007 — 2009
B.S., Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Political Science
Chaminade High School 2000 — 2004
Sophia Harbas Sophia Harbas's AllianceBernstein Experience July 1986 - February 2004
Job Director of Executive Coaching Programs
Industry Financial Services
Experience
ClientWise LLC September 2012 - Present
AllianceBernstein July 1986 - February 2004
Skills
Wealth Management, Mutual Funds, Team Building, Financial Services, Business Development, Investments, Coaching, CRM, Change Management, Leadership, Management
Education
Saint Peter's University 1979 — 1983
Bachelor's Degree, Accounting and Business/Management
ClientWise LLC September 2012 - Present
AllianceBernstein July 1986 - February 2004
Skills
Wealth Management, Mutual Funds, Team Building, Financial Services, Business Development, Investments, Coaching, CRM, Change Management, Leadership, Management
Education
Saint Peter's University 1979 — 1983
Bachelor's Degree, Accounting and Business/Management
Jennifer Durna, PMP's AllianceBernstein Experience July 2004 - November 2010
Job Vice President, Global Program Manager
Industry Information Technology and Services
Experience
Marsh July 2013 - Present
JPMorgan Chase November 2012 - July 2013
CIT October 2011 - September 2012
HBO May 2011 - October 2011
Pershing November 2010 - May 2011
AllianceBernstein July 2004 - November 2010
Prudential Financial June 1991 - July 2004
Skills
PMO, Project Management, PMP, Relationship Management, Waterfall, Budgets, Agile Methodologies, Vendor Management, Visio, Business Analysis, Program Management, Powerpoint, MS Project, Software Project..., CMM, SEI CMM, Mentoring, Non-profit Volunteer, Quality Center, JIRA, Leadership, Project Portfolio..., SDLC, PowerPoint, Integration, Process Improvement, Risk Management, Cross-functional Team..., SharePoint, Software Documentation, Requirements Gathering, Business Requirements, Business Process..., Business Process, Resource Management, Outsourcing, IT Service Management, Business Intelligence, IT Strategy, Management, Testing, Enterprise Architecture, Information Technology, Business Process Design, Governance, User Acceptance Testing, IT Management, Project Delivery, Requirements Analysis, Disaster Recovery
Education
Seton Hall University
Bachelor's degree, Business Administration
Paramus Catholic
Marsh July 2013 - Present
JPMorgan Chase November 2012 - July 2013
CIT October 2011 - September 2012
HBO May 2011 - October 2011
Pershing November 2010 - May 2011
AllianceBernstein July 2004 - November 2010
Prudential Financial June 1991 - July 2004
Skills
PMO, Project Management, PMP, Relationship Management, Waterfall, Budgets, Agile Methodologies, Vendor Management, Visio, Business Analysis, Program Management, Powerpoint, MS Project, Software Project..., CMM, SEI CMM, Mentoring, Non-profit Volunteer, Quality Center, JIRA, Leadership, Project Portfolio..., SDLC, PowerPoint, Integration, Process Improvement, Risk Management, Cross-functional Team..., SharePoint, Software Documentation, Requirements Gathering, Business Requirements, Business Process..., Business Process, Resource Management, Outsourcing, IT Service Management, Business Intelligence, IT Strategy, Management, Testing, Enterprise Architecture, Information Technology, Business Process Design, Governance, User Acceptance Testing, IT Management, Project Delivery, Requirements Analysis, Disaster Recovery
Education
Seton Hall University
Bachelor's degree, Business Administration
Paramus Catholic
Lori Nahal, PHR Lori Nahal, PHR's AllianceBernstein Experience April 2010 - August 2012
Job VP, Human Capital Project Manager at AB
Industry Financial Services
Experience
AB August 2012 - January 2015
AllianceBernstein April 2010 - August 2012
Bloomberg September 2009 - March 2010
Merrill Lynch April 2007 - March 2009
Bear Stearns 2006 - 2007
Bear Stearns 2003 - 2006
Maharam 2001 - 2003
Skills
Recruiting, Onboarding, Employee Relations, Talent Acquisition, Coaching, College Recruiting, Human Resources, Training, Talent Management, Leadership Development, Interviews, Management, Hiring, Workforce Planning, Strategy, Program Management
Education
State University of New York College at Brockport
BS
AB August 2012 - January 2015
AllianceBernstein April 2010 - August 2012
Bloomberg September 2009 - March 2010
Merrill Lynch April 2007 - March 2009
Bear Stearns 2006 - 2007
Bear Stearns 2003 - 2006
Maharam 2001 - 2003
Skills
Recruiting, Onboarding, Employee Relations, Talent Acquisition, Coaching, College Recruiting, Human Resources, Training, Talent Management, Leadership Development, Interviews, Management, Hiring, Workforce Planning, Strategy, Program Management
Education
State University of New York College at Brockport
BS
Felicia OSullivan Felicia OSullivan's AllianceBernstein Experience 1999 - 2011
Job Sr. Writer at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors 2012 - Present
AllianceBernstein 1999 - 2011
J.P. Morgan Asset Management 1998 - 1999
Capital Group 1987 - 1998
Skills
Marketing Communications, Institutional Investors, Investment Management, Fixed Income, Equities, Emerging Markets, Capital Markets, Presentations, White Papers, Web Content, Asset Allocation, Mutual Funds, Investments, Alternative Investments, Institutional...
Education
Stanford University 1983 — 1987
Bachelors, Communication
Dimensional Fund Advisors 2012 - Present
AllianceBernstein 1999 - 2011
J.P. Morgan Asset Management 1998 - 1999
Capital Group 1987 - 1998
Skills
Marketing Communications, Institutional Investors, Investment Management, Fixed Income, Equities, Emerging Markets, Capital Markets, Presentations, White Papers, Web Content, Asset Allocation, Mutual Funds, Investments, Alternative Investments, Institutional...
Education
Stanford University 1983 — 1987
Bachelors, Communication
Greg Blake Greg Blake's AllianceBernstein Experience 2007 - February 2011
Job Senior Client Advisor, Director of Client Development at WMS Partners, LLC
Industry Financial Services
Experience
WMS Partners, LLC November 2014 - Present
Convergent Wealth Advisors January 2011 - November 2014
AllianceBernstein 2007 - February 2011
SANZ, Inc. August 2004 - July 2007
AT&T Government Solutions January 2002 - August 2004
Tollgrade Communications June 2001 - January 2002
WaferNet, Inc. May 1999 - June 2001
United States Marine Corps May 1994 - May 1999
Skills
Estate Tax Planning, Hedge Funds, Portfolio Management, Investment Banking, Investment Strategies, Alternative Investments, Financial Planning, Financial Reporting, Financial Advisory, Financial Markets, Private Wealth..., Wealth Preservation, Wealth Transfer, Wealth Accumulation, Asset Allocation, Asset Management, Business Development
Education
Santa Clara University 2000 — 2002
MBA, Finance, General
United States Naval Academy 1990 — 1994
BS, Economics
The Lawrenceville School 1989 — 1990
Mt. Hebron 1986 — 1990
WMS Partners, LLC November 2014 - Present
Convergent Wealth Advisors January 2011 - November 2014
AllianceBernstein 2007 - February 2011
SANZ, Inc. August 2004 - July 2007
AT&T Government Solutions January 2002 - August 2004
Tollgrade Communications June 2001 - January 2002
WaferNet, Inc. May 1999 - June 2001
United States Marine Corps May 1994 - May 1999
Skills
Estate Tax Planning, Hedge Funds, Portfolio Management, Investment Banking, Investment Strategies, Alternative Investments, Financial Planning, Financial Reporting, Financial Advisory, Financial Markets, Private Wealth..., Wealth Preservation, Wealth Transfer, Wealth Accumulation, Asset Allocation, Asset Management, Business Development
Education
Santa Clara University 2000 — 2002
MBA, Finance, General
United States Naval Academy 1990 — 1994
BS, Economics
The Lawrenceville School 1989 — 1990
Mt. Hebron 1986 — 1990
Jason Hernandez Jason Hernandez's AllianceBernstein Experience May 2004 - September 2004
Job Professional Athlete at New York City FC
Industry Sports
Experience
Nike January 2011 - Present
Major League Soccer January 2005 - Present
San Jose Earthquakes December 2007 - December 2014
Chivas USA January 2006 - December 2007
AllianceBernstein May 2004 - September 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Coaching, Facebook, Social Media, Social Networking, Event Planning, Sports Marketing, Sports Management
Education
Seton Hall University 2001 — 2005
Bachelor of Science (BS), Finance, General
Nike January 2011 - Present
Major League Soccer January 2005 - Present
San Jose Earthquakes December 2007 - December 2014
Chivas USA January 2006 - December 2007
AllianceBernstein May 2004 - September 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Coaching, Facebook, Social Media, Social Networking, Event Planning, Sports Marketing, Sports Management
Education
Seton Hall University 2001 — 2005
Bachelor of Science (BS), Finance, General
Scott Fonger's AllianceBernstein Experience 2008 - 2010
Job Account Executive at Robert Half
Industry Staffing and Recruiting
Experience
Robert Half 2013 - Present
St. Mary's University 2010 - 2013
AllianceBernstein 2008 - 2010
Stonebrook Racquet and Fitness Club 2003 - 2007
Capital Group 1998 - 2003
Skills
Account Management, Recruiting, Staffing Services, Temporary Placement, Applicant Tracking..., Cold Calling, Temporary Staffing
Education
St. Mary's University 1996 — 2000
Bachelor's degree, Political Science, Honors Program Graduate
Robert Half 2013 - Present
St. Mary's University 2010 - 2013
AllianceBernstein 2008 - 2010
Stonebrook Racquet and Fitness Club 2003 - 2007
Capital Group 1998 - 2003
Skills
Account Management, Recruiting, Staffing Services, Temporary Placement, Applicant Tracking..., Cold Calling, Temporary Staffing
Education
St. Mary's University 1996 — 2000
Bachelor's degree, Political Science, Honors Program Graduate
Daniel Farr Daniel Farr's AllianceBernstein Experience June 2008 - November 2008
Job Securities Lending Analyst
Industry Financial Services
Experience
Interactive Brokers November 2013 - Present
Interactive Brokers March 2009 - November 2013
AllianceBernstein June 2008 - November 2008
AXA Advisors January 2008 - May 2008
Ingram Micro May 2005 - January 2008
Finish Line June 2002 - August 2004
Skills
Financial Analysis, Equities, Options, Microsoft Excel, Finance, OCC, Prime Brokerage, Business Analysis, Financial Modeling, PowerPoint, Accounting, ACATS, Buy-in, Settlement Services, DTC, CDS, Sales
Education
State University of New York at Buffalo - School of Management 2004 — 2008
BA Cum Laude, Finance
Interactive Brokers November 2013 - Present
Interactive Brokers March 2009 - November 2013
AllianceBernstein June 2008 - November 2008
AXA Advisors January 2008 - May 2008
Ingram Micro May 2005 - January 2008
Finish Line June 2002 - August 2004
Skills
Financial Analysis, Equities, Options, Microsoft Excel, Finance, OCC, Prime Brokerage, Business Analysis, Financial Modeling, PowerPoint, Accounting, ACATS, Buy-in, Settlement Services, DTC, CDS, Sales
Education
State University of New York at Buffalo - School of Management 2004 — 2008
BA Cum Laude, Finance
Mary Beth Sweeney Mary Beth Sweeney's AllianceBernstein Experience 2005 - 2007
Job Head of Product Management at ICAP
Industry Financial Services
Experience
ICAP December 2014 - Present
ICAP April 2009 - Present
ICAP November 2007 - April 2009
AllianceBernstein 2005 - 2007
TheMuniCenter February 2004 - November 2005
Skills
Project Management, Fixed Income, Derivatives, Bonds, Financial Modeling, Trading, Portfolio Management, Electronic Trading, CDS, Finance, Series 7, Bloomberg, Capital Markets, Equity Derivatives, Financial Markets, Trading Systems, Financial Services, Market Data
Education
General Assembly 2014 — 2015
Product Management
Siena College 1999 — 2003
Bachelor of Science, Finance
ICAP December 2014 - Present
ICAP April 2009 - Present
ICAP November 2007 - April 2009
AllianceBernstein 2005 - 2007
TheMuniCenter February 2004 - November 2005
Skills
Project Management, Fixed Income, Derivatives, Bonds, Financial Modeling, Trading, Portfolio Management, Electronic Trading, CDS, Finance, Series 7, Bloomberg, Capital Markets, Equity Derivatives, Financial Markets, Trading Systems, Financial Services, Market Data
Education
General Assembly 2014 — 2015
Product Management
Siena College 1999 — 2003
Bachelor of Science, Finance
Paul Mandras Paul Mandras's AllianceBernstein Experience January 2014 - Present
Job Account Transitions Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2014 - Present
State Street July 2012 - January 2014
Arlington Wine and Liquor May 2008 - January 2012
The Centre for Volunteering May 2011 - July 2011
Skills
Time Management, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Outlook, Teamwork, Research, Marketing Strategy, Sales, Management, Microsoft Office, Financial Reporting, Analysis, Customer Service, Transition Management, Client Services, Fixed Income, Equities
Education
State University of New York College at Oneonta 2008 — 2012
Bachelors Degree, Business Economics
AllianceBernstein January 2014 - Present
State Street July 2012 - January 2014
Arlington Wine and Liquor May 2008 - January 2012
The Centre for Volunteering May 2011 - July 2011
Skills
Time Management, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Outlook, Teamwork, Research, Marketing Strategy, Sales, Management, Microsoft Office, Financial Reporting, Analysis, Customer Service, Transition Management, Client Services, Fixed Income, Equities
Education
State University of New York College at Oneonta 2008 — 2012
Bachelors Degree, Business Economics
Ross Pisarkiewicz Ross Pisarkiewicz's AllianceBernstein Experience May 2008 - August 2008
Job Events and Sponsorships Coordinator at Pirelli NAFTA
Industry Marketing and Advertising
Experience
Pirelli October 2013 - Present
Pirelli October 2012 - October 2013
Smith Rossi LLC November 2011 - November 2012
Grubb & Ellis 2010 - April 2012
CBRE September 2009 - July 2010
AllianceBernstein May 2008 - August 2008
WebMD May 2007 - August 2007
Skills
Marketing, Leases, Business Development, Competitive Analysis, Sales, B2B
Education
Saint Louis University
Pirelli October 2013 - Present
Pirelli October 2012 - October 2013
Smith Rossi LLC November 2011 - November 2012
Grubb & Ellis 2010 - April 2012
CBRE September 2009 - July 2010
AllianceBernstein May 2008 - August 2008
WebMD May 2007 - August 2007
Skills
Marketing, Leases, Business Development, Competitive Analysis, Sales, B2B
Education
Saint Louis University
John J. Rossi John J. Rossi's AllianceBernstein Experience February 2007 - October 2009
Job Application Development Manager for the Global Middle Office at Bank of Montreal Capital Markets
Industry Financial Services
Experience
Bank of Montreal - Capital Markets September 2013 - Present
Discovery Data February 2013 - July 2013
Royal Bank of Canada February 2010 - February 2013
Citigroup (Lava Trading Inc.) November 2009 - February 2010
AllianceBernstein February 2007 - October 2009
Edison Mortgage Decisioning Solutions (Out of Business) January 2006 - February 2007
The Blackstone Group September 2003 - January 2006
Merril Lynch February 2000 - March 2003
Duferco Steel, Inc August 1999 - February 2000
Maidenform Worldwide April 1998 - August 1999
Skills
Silverlight, ASP.NET MVC, ASP.NET AJAX, Application Architecture, Systems Analysis, SQL Server, SSRS, Application Development, Programming, .NET, Requirements Gathering, T-SQL, C#, SDLC, ASP.NET, AJAX, ADO.NET, Business Analysis, Web Services, WinForms, VSS, Visual Studio, Software Development, Databases, Entity Framework, Microsoft SQL Server, Software Project..., IT Strategy, Quality Assurance, Requirements Analysis, Access, Lucene.NET, Windows Azure, Oracle, Visio, VB.NET, SOA, Integration, SSIS, Data Warehousing, Business Intelligence, Crystal Reports, Database Design, Web Applications, VBA, Business Process, OOP, HTML
Education
Saint John's University 1986 — 1990
B.S
St. John's University 1986 — 1990
Bachelor of Science (B.S.)
Bank of Montreal - Capital Markets September 2013 - Present
Discovery Data February 2013 - July 2013
Royal Bank of Canada February 2010 - February 2013
Citigroup (Lava Trading Inc.) November 2009 - February 2010
AllianceBernstein February 2007 - October 2009
Edison Mortgage Decisioning Solutions (Out of Business) January 2006 - February 2007
The Blackstone Group September 2003 - January 2006
Merril Lynch February 2000 - March 2003
Duferco Steel, Inc August 1999 - February 2000
Maidenform Worldwide April 1998 - August 1999
Skills
Silverlight, ASP.NET MVC, ASP.NET AJAX, Application Architecture, Systems Analysis, SQL Server, SSRS, Application Development, Programming, .NET, Requirements Gathering, T-SQL, C#, SDLC, ASP.NET, AJAX, ADO.NET, Business Analysis, Web Services, WinForms, VSS, Visual Studio, Software Development, Databases, Entity Framework, Microsoft SQL Server, Software Project..., IT Strategy, Quality Assurance, Requirements Analysis, Access, Lucene.NET, Windows Azure, Oracle, Visio, VB.NET, SOA, Integration, SSIS, Data Warehousing, Business Intelligence, Crystal Reports, Database Design, Web Applications, VBA, Business Process, OOP, HTML
Education
Saint John's University 1986 — 1990
B.S
St. John's University 1986 — 1990
Bachelor of Science (B.S.)
Gyongyi Pearl Sonkoly Gyongyi Pearl Sonkoly's AllianceBernstein Experience November 2012 - April 2013
Job Executive Assistant at Prime Finance
Industry Financial Services
Experience
Prime Finance April 2013 - Present
AllianceBernstein November 2012 - April 2013
MacCorkle Insurance Service June 2012 - October 2012
Royalty Pharma September 2008 - January 2011
Port of San Diego September 2007 - December 2007
Allstate Insurance Agency August 2004 - August 2005
Allstate Insurance Agency June 2001 - August 2004
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Adobe, Salesforce.com, Peachtree, Access, Editing, Event Planning, Process Improvement, Project Management, Research, Social Networking, QuickBooks, French, Press Releases, Proposal Writing, Customer Service
Education
Balassi Institute 2011 — 2012
Language Certificate, Hungarian/Magyar Language and Literature
San Diego State University-California State University 2005 — 2008
Bachelor of Arts, Communication Public Relations
Diablo Valley College 2001 — 2005
General Studies
Prime Finance April 2013 - Present
AllianceBernstein November 2012 - April 2013
MacCorkle Insurance Service June 2012 - October 2012
Royalty Pharma September 2008 - January 2011
Port of San Diego September 2007 - December 2007
Allstate Insurance Agency August 2004 - August 2005
Allstate Insurance Agency June 2001 - August 2004
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Adobe, Salesforce.com, Peachtree, Access, Editing, Event Planning, Process Improvement, Project Management, Research, Social Networking, QuickBooks, French, Press Releases, Proposal Writing, Customer Service
Education
Balassi Institute 2011 — 2012
Language Certificate, Hungarian/Magyar Language and Literature
San Diego State University-California State University 2005 — 2008
Bachelor of Arts, Communication Public Relations
Diablo Valley College 2001 — 2005
General Studies
DeAnna Beedy DeAnna Beedy's AllianceBernstein Experience October 2006 - Present
Job VP/Director of Marketing Event Operations at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2006 - Present
Morgan Stanley 2002 - 2006
Skills
Meeting Planning, Corporate Events
Education
Spokane Community College 1986 — 1988
AllianceBernstein October 2006 - Present
Morgan Stanley 2002 - 2006
Skills
Meeting Planning, Corporate Events
Education
Spokane Community College 1986 — 1988
Darcy Reed Darcy Reed's AllianceBernstein Experience October 2002 - Present
Job Sr. Private Client Coordinator at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2002 - Present
Bernstein Global Wealth Management 2002 - Present
Aching Dogs Theatre Company 2004 - 2011
Aching Dogs Theatre Company 2008 - 2008
Penske Capital Partners 1999 - 2001
Skills
Administrative..., Adobe Acrobat, Microsoft Word, PowerPoint, Customer Service, Data Entry, Social Networking, Social Media, Facebook, Editing, Office Management, QuickBooks, Public Speaking, Event Planning, Access
Education
State University of New York College at Oneonta 1992 — 1996
BA, Theatre
University of Buffalo
AllianceBernstein October 2002 - Present
Bernstein Global Wealth Management 2002 - Present
Aching Dogs Theatre Company 2004 - 2011
Aching Dogs Theatre Company 2008 - 2008
Penske Capital Partners 1999 - 2001
Skills
Administrative..., Adobe Acrobat, Microsoft Word, PowerPoint, Customer Service, Data Entry, Social Networking, Social Media, Facebook, Editing, Office Management, QuickBooks, Public Speaking, Event Planning, Access
Education
State University of New York College at Oneonta 1992 — 1996
BA, Theatre
University of Buffalo
Tom Collins, SPHR Tom Collins, SPHR's AllianceBernstein Experience October 2009 - June 2011
Job SVP, Learning Director
Industry Human Resources
Experience
Citi March 2014 - Present
HSBC July 2012 - October 2013
HSBC June 2011 - July 2012
AllianceBernstein October 2009 - June 2011
Town Sports International Holdings Inc September 2006 - November 2009
Signature Bank & Signature Securities Group April 2001 - August 2006
Quick & Reilly September 2000 - April 2001
Emigrant Savings Bank August 1998 - September 2000
Rebuplic National Bank July 1997 - August 1998
Republic Financial Service Corp March 1996 - July 1997
Skills
Performance Management, Leadership Development, Employee Relations, Recruiting, Project Management, Human Resources, Program Implementation, Program Management, Strategic Planning, Training, Leadership, Onboarding, Instructional Design, Staff Development, Organizational..., Talent Management, Succession Planning, Employee Training, Employee Engagement, Management Development, Organizational..., Workshop Facilitation, Talent Acquisition, Career Development, Training Delivery, Workforce Planning, Executive Coaching, Organizational Design, Hiring, Coaching
Education
Thomas Edison State College
MS, Human Resource Mgmt
Thomas Edison State College
BA, Political Science
Seton Hall University
Mgsr Farrell HS
Citi March 2014 - Present
HSBC July 2012 - October 2013
HSBC June 2011 - July 2012
AllianceBernstein October 2009 - June 2011
Town Sports International Holdings Inc September 2006 - November 2009
Signature Bank & Signature Securities Group April 2001 - August 2006
Quick & Reilly September 2000 - April 2001
Emigrant Savings Bank August 1998 - September 2000
Rebuplic National Bank July 1997 - August 1998
Republic Financial Service Corp March 1996 - July 1997
Skills
Performance Management, Leadership Development, Employee Relations, Recruiting, Project Management, Human Resources, Program Implementation, Program Management, Strategic Planning, Training, Leadership, Onboarding, Instructional Design, Staff Development, Organizational..., Talent Management, Succession Planning, Employee Training, Employee Engagement, Management Development, Organizational..., Workshop Facilitation, Talent Acquisition, Career Development, Training Delivery, Workforce Planning, Executive Coaching, Organizational Design, Hiring, Coaching
Education
Thomas Edison State College
MS, Human Resource Mgmt
Thomas Edison State College
BA, Political Science
Seton Hall University
Mgsr Farrell HS
Wesley Williams, CIMA ® Wesley Williams, CIMA ®'s AllianceBernstein Experience May 1993 - April 1999
Job Vanguard Regional Sales Manager
Industry Financial Services
Experience
Vanguard August 2005 - Present
Lincoln Financial Distributors October 2001 - July 2005
Delaware Investments, a member of the Macquarie Group May 1999 - September 2001
AllianceBernstein May 1993 - April 1999
Skills
Wealth Management, Investment Strategies, Asset Managment, Investments, Series 65, Mutual Funds, ETFs, Series 7, Series 24, Series 63, MBA, CIMA, 401k, Asset Allocation, Asset Management, Financial Advisory, Investment Advisory, Retirement, Retirement Planning, Separately Managed...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
MBA, Finance
Villanova University 1987 — 1991
BA, Economics
Vanguard August 2005 - Present
Lincoln Financial Distributors October 2001 - July 2005
Delaware Investments, a member of the Macquarie Group May 1999 - September 2001
AllianceBernstein May 1993 - April 1999
Skills
Wealth Management, Investment Strategies, Asset Managment, Investments, Series 65, Mutual Funds, ETFs, Series 7, Series 24, Series 63, MBA, CIMA, 401k, Asset Allocation, Asset Management, Financial Advisory, Investment Advisory, Retirement, Retirement Planning, Separately Managed...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
MBA, Finance
Villanova University 1987 — 1991
BA, Economics
A. Rama Krishna's AllianceBernstein Experience 1993 - 1998
Job Founder and Chief Investment Officer at ARGA Investment Management, LP
Industry Investment Management
Experience
ARGA Investment Management, LP January 2010 - Present
Pzena Investment Management September 2003 - August 2009
Citigroup Asset Management 1998 - 2003
AllianceBernstein 1993 - 1998
Credit Suisse First Boston 1987 - 1993
Education
University of Michigan - Rackham School of Graduate Studies 1984 — 1987
MA in Asian Studies, Japan Specialization
University of Michigan - Stephen M. Ross School of Business 1984 — 1987
MBA
St. Stephen's College 1981 — 1984
BA (Hons), Economics
Timpany School 1969 — 1981
Indian School Certificate
ARGA Investment Management, LP January 2010 - Present
Pzena Investment Management September 2003 - August 2009
Citigroup Asset Management 1998 - 2003
AllianceBernstein 1993 - 1998
Credit Suisse First Boston 1987 - 1993
Education
University of Michigan - Rackham School of Graduate Studies 1984 — 1987
MA in Asian Studies, Japan Specialization
University of Michigan - Stephen M. Ross School of Business 1984 — 1987
MBA
St. Stephen's College 1981 — 1984
BA (Hons), Economics
Timpany School 1969 — 1981
Indian School Certificate
Alizon Kiel's AllianceBernstein Experience May 2014 - Present
Job Associate Officer & Team Leader at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2014 - Present
U.S. Global Investors September 2012 - December 2013
U.S. Global Investors August 2007 - September 2012
U.S. Global Investors 2004 - August 2007
U.S. Global Investors July 2003 - 2004
Skills
Asset Allocation, Investments, Mutual Funds, Process Improvement, Business Analysis, Risk Management, Alternative Investments, Securities, Finance, Series 6, Accounting, Financial Services, Management, Leadership, Marketing, Financial Analysis, FINRA, Relationship Management, Analysis, Strategic Planning, Microsoft Excel, Change Management, Customer Service, Leadership Development, Contract Negotiation, Employee Training, Series 63, Sales, Financial Markets, Due Diligence, Investment Strategies, Equities, Data Analysis, Performance Management, Project Management, Agreements, Contractual Agreements, Service Level Agreements, Business Correspondence, Procedure Development, Training
Education
Southwestern University 1995 — 1999
Bachelor of Arts (B.A.), Sociology and Anthropology
AllianceBernstein May 2014 - Present
U.S. Global Investors September 2012 - December 2013
U.S. Global Investors August 2007 - September 2012
U.S. Global Investors 2004 - August 2007
U.S. Global Investors July 2003 - 2004
Skills
Asset Allocation, Investments, Mutual Funds, Process Improvement, Business Analysis, Risk Management, Alternative Investments, Securities, Finance, Series 6, Accounting, Financial Services, Management, Leadership, Marketing, Financial Analysis, FINRA, Relationship Management, Analysis, Strategic Planning, Microsoft Excel, Change Management, Customer Service, Leadership Development, Contract Negotiation, Employee Training, Series 63, Sales, Financial Markets, Due Diligence, Investment Strategies, Equities, Data Analysis, Performance Management, Project Management, Agreements, Contractual Agreements, Service Level Agreements, Business Correspondence, Procedure Development, Training
Education
Southwestern University 1995 — 1999
Bachelor of Arts (B.A.), Sociology and Anthropology
Owen Beelders's AllianceBernstein Experience 2007 - July 2014
Job Senior Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
AllianceBernstein 2007 - July 2014
Citigroup February 2004 - April 2007
Chubb Financial Solutions/Quanta August 2002 - February 2004
Emory University August 1997 - July 2002
Skills
Emerging Markets, Investments, Asset Allocation, Fixed Income, R, Financial Risk, Capital Markets, MBS, Finance, Strategic Planning, Econometrics, Structured Products, Hedge Funds, Quantitative Analytics, Statistical Modeling, Equities, Fixed Income Analysis, Risk Management, Microsoft Excel, Time Series Analysis, SQL, Data Analysis, Pricing, Financial Modeling, SAS, Economics, Stata
Education
Settlers High School
Simon Fraser University
University of Cape Town
MA, Statistics, Economics
University of Rochester
Phd, Econometrics, Finance
TIAA-CREF September 2014 - Present
AllianceBernstein 2007 - July 2014
Citigroup February 2004 - April 2007
Chubb Financial Solutions/Quanta August 2002 - February 2004
Emory University August 1997 - July 2002
Skills
Emerging Markets, Investments, Asset Allocation, Fixed Income, R, Financial Risk, Capital Markets, MBS, Finance, Strategic Planning, Econometrics, Structured Products, Hedge Funds, Quantitative Analytics, Statistical Modeling, Equities, Fixed Income Analysis, Risk Management, Microsoft Excel, Time Series Analysis, SQL, Data Analysis, Pricing, Financial Modeling, SAS, Economics, Stata
Education
Settlers High School
Simon Fraser University
University of Cape Town
MA, Statistics, Economics
University of Rochester
Phd, Econometrics, Finance
Carey Fortnam, CIMA®, CRPC®'s AllianceBernstein Experience August 2013 - Present
Job Regional Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2013 - Present
Columbia Management June 2009 - August 2013
Columbia Management September 2007 - May 2009
Banc of America Investments June 2005 - September 2007
Prudential Financial June 2004 - June 2005
Skills
Asset Allocation, Retirement, Equities, Investment Advisory, Series 65, Portfolio Management, 401k, Series 6
Education
State University of New York - System 2000 — 2004
Bachelor of Science, Finance
University of Pennsylvania - The Wharton School
AllianceBernstein August 2013 - Present
Columbia Management June 2009 - August 2013
Columbia Management September 2007 - May 2009
Banc of America Investments June 2005 - September 2007
Prudential Financial June 2004 - June 2005
Skills
Asset Allocation, Retirement, Equities, Investment Advisory, Series 65, Portfolio Management, 401k, Series 6
Education
State University of New York - System 2000 — 2004
Bachelor of Science, Finance
University of Pennsylvania - The Wharton School
Dawsey Romero's AllianceBernstein Experience February 2001 - April 2003
Job Development Operations Manager
Industry Fund-Raising
Experience
St. John's School March 2014 - Present
Incarnate Word Academy February 2012 - November 2013
St. John's School June 2007 - January 2012
Baylor College of Medicine November 2003 - June 2007
AllianceBernstein February 2001 - April 2003
Skills
Fundraising, Stewardship, Volunteer Management, Customer Service, Annual Giving, Nonprofits, Community Outreach, Non-profits, Marketing, Grant Writing, Event Planning, Public Speaking, Leadership, Grants, Public Relations, Event Management, Social Media, Board Development, Editing, Strategic Communications
Education
Southern Methodist University 1996 — 2000
Bachelor of Business Administration, Marketing & Organizational Behavior and Business Policy
St. Agnes Academy
St. John's School March 2014 - Present
Incarnate Word Academy February 2012 - November 2013
St. John's School June 2007 - January 2012
Baylor College of Medicine November 2003 - June 2007
AllianceBernstein February 2001 - April 2003
Skills
Fundraising, Stewardship, Volunteer Management, Customer Service, Annual Giving, Nonprofits, Community Outreach, Non-profits, Marketing, Grant Writing, Event Planning, Public Speaking, Leadership, Grants, Public Relations, Event Management, Social Media, Board Development, Editing, Strategic Communications
Education
Southern Methodist University 1996 — 2000
Bachelor of Business Administration, Marketing & Organizational Behavior and Business Policy
St. Agnes Academy
David (Dave) Bedrick's AllianceBernstein Experience June 2004 - January 2006
Job VP, IODC Sales at Prudential Investments
Industry Financial Services
Experience
Prudential Investments March 2014 - Present
American Century Investments January 2013 - February 2014
Prudential Investments December 2007 - November 2012
Dreyfus Investments June 2006 - December 2007
AllianceBernstein June 2004 - January 2006
Seligman 1997 - 2003
Skills
Series 6, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Retirement Planning, Asset Allocation, DC/IO, Life Insurance, Investment Strategies, Strategic Planning, Securities, Defined Contribution, Investment Solutions
Education
Skidmore College 1992 — 1996
Bachelor of Arts (B.A.), Political Science
Prudential Investments March 2014 - Present
American Century Investments January 2013 - February 2014
Prudential Investments December 2007 - November 2012
Dreyfus Investments June 2006 - December 2007
AllianceBernstein June 2004 - January 2006
Seligman 1997 - 2003
Skills
Series 6, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Retirement Planning, Asset Allocation, DC/IO, Life Insurance, Investment Strategies, Strategic Planning, Securities, Defined Contribution, Investment Solutions
Education
Skidmore College 1992 — 1996
Bachelor of Arts (B.A.), Political Science
Dain Carver's AllianceBernstein Experience 1982 - 2008
Job Pricing Analyst at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein March 2008 - October 2008
AllianceBernstein 1982 - 2008
Education
Siena College 2001 — 2006
Alliance Bernstein March 2008 - October 2008
AllianceBernstein 1982 - 2008
Education
Siena College 2001 — 2006
Stecker, QPFC Keith's AllianceBernstein Experience CRMPrincipal Financial GroupJune 2006 - June 2007
Job Retirement Specialist at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein CRMPrincipal Financial GroupJune 2006 - June 2007
Lord Abbett 1997 - 2003
Education
State University of New York College at Geneseo 1988 — 1992
AllianceBernstein CRMPrincipal Financial GroupJune 2006 - June 2007
Lord Abbett 1997 - 2003
Education
State University of New York College at Geneseo 1988 — 1992
James Maertz's AllianceBernstein Experience April 2013 - May 2014
Job Regional Vice President with New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2014 - Present
AllianceBernstein April 2013 - May 2014
Piedmont Capital Distributors September 2012 - April 2013
Symetra April 2012 - August 2012
The Hartford Mutual Funds 2003 - April 2012
AIG SunAmerica December 2000 - October 2003
Skills
Wholesaling, Series 6, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Retirement Planning, 401k, Financial Advisory, Series 7, Estate Planning, Investments, Investment Advisory, Wholesale, Strategic Financial..., Sales, Entrepreneurship, ETFs, Financial Planning
Education
Rainmaker U 2007 — 2009
San Diego State University-California State University 1994 — 2000
Bachelor of Science (BS), Public Administration
New York Life & MainStay Investments May 2014 - Present
AllianceBernstein April 2013 - May 2014
Piedmont Capital Distributors September 2012 - April 2013
Symetra April 2012 - August 2012
The Hartford Mutual Funds 2003 - April 2012
AIG SunAmerica December 2000 - October 2003
Skills
Wholesaling, Series 6, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Retirement Planning, 401k, Financial Advisory, Series 7, Estate Planning, Investments, Investment Advisory, Wholesale, Strategic Financial..., Sales, Entrepreneurship, ETFs, Financial Planning
Education
Rainmaker U 2007 — 2009
San Diego State University-California State University 1994 — 2000
Bachelor of Science (BS), Public Administration
Claudia Martell's AllianceBernstein Experience July 2004 - October 2008
Job
Industry Apparel & Fashion
Experience
Confidential May 2014 - February 2015
CW Capital Asset Management LLC February 2012 - February 2014
Deutsche Bank March 2010 - October 2010
Epoch Investment Partners March 2009 - February 2010
AllianceBernstein July 2004 - October 2008
Pequot Capital September 2001 - March 2004
Deutsche Bank August 1996 - September 2001
Morgan Stanely July 1993 - July 1996
Morgan Stanley 1992 - 1996
American Urban Radio Networks January 1991 - April 1992
Skills
Marketing, Project Management, Event Planning, Microsoft Office, Team Building, Event Management, Microsoft Excel, Microsoft Word, Outlook, Sales, Social Networking, PowerPoint, Research, Negotiation, Business Development, Recruiting, Office Management, Contract Negotiation, Real Estate, Vendor Relationships, Networking, Corporate Events, Private Events, Non-profit Volunteer, Facilities Management, Management
Education
The Art Institute of New York 1996 — 1998
Pastry Arts, Associates Degree
Skidmore College 1988 — 1989
Confidential May 2014 - February 2015
CW Capital Asset Management LLC February 2012 - February 2014
Deutsche Bank March 2010 - October 2010
Epoch Investment Partners March 2009 - February 2010
AllianceBernstein July 2004 - October 2008
Pequot Capital September 2001 - March 2004
Deutsche Bank August 1996 - September 2001
Morgan Stanely July 1993 - July 1996
Morgan Stanley 1992 - 1996
American Urban Radio Networks January 1991 - April 1992
Skills
Marketing, Project Management, Event Planning, Microsoft Office, Team Building, Event Management, Microsoft Excel, Microsoft Word, Outlook, Sales, Social Networking, PowerPoint, Research, Negotiation, Business Development, Recruiting, Office Management, Contract Negotiation, Real Estate, Vendor Relationships, Networking, Corporate Events, Private Events, Non-profit Volunteer, Facilities Management, Management
Education
The Art Institute of New York 1996 — 1998
Pastry Arts, Associates Degree
Skidmore College 1988 — 1989
Lenny Balducci's AllianceBernstein Experience 2000 - 2003
Job ETrade Financial
Industry Banking
Experience
Bank of America / Merrill Lynch August 2005 - November 2014
AllianceBernstein 2000 - 2003
Skills
Series 63, Fixed Income, Equities, Wealth Management, Series 7, Strategic Planning, Asset Management, Investments, Alternative Investments, Portfolio Management, Asset Allocation, Mutual Funds, Bonds, Securities, Investment Strategies
Education
The University of Connecticut School of Business 1995 — 1997
MBA, Finance
State University of New York College at Oneonta 1984 — 1988
Irvington High School
Irvington High School
Irvington High School
Bank of America / Merrill Lynch August 2005 - November 2014
AllianceBernstein 2000 - 2003
Skills
Series 63, Fixed Income, Equities, Wealth Management, Series 7, Strategic Planning, Asset Management, Investments, Alternative Investments, Portfolio Management, Asset Allocation, Mutual Funds, Bonds, Securities, Investment Strategies
Education
The University of Connecticut School of Business 1995 — 1997
MBA, Finance
State University of New York College at Oneonta 1984 — 1988
Irvington High School
Irvington High School
Irvington High School
Laraine Henry's AllianceBernstein Experience April 2003 - August 2006
Job Compliance Officer
Industry Financial Services
Experience
WisdomTree Asset Management March 2013 - Present
Allianz Global Investors January 2008 - February 2013
UBS Wealth Management August 2006 - January 2008
AllianceBernstein April 2003 - August 2006
Lehman Brothers July 2001 - March 2003
Morgan Stanley September 1998 - May 2001
Skills
Series 7, Series 24, FINRA, Investment Advisers Act, Asset Managment, Financial Services, Securities, Investments, Mutual Funds, Equities, Fixed Income
Education
Seton Hall University
WisdomTree Asset Management March 2013 - Present
Allianz Global Investors January 2008 - February 2013
UBS Wealth Management August 2006 - January 2008
AllianceBernstein April 2003 - August 2006
Lehman Brothers July 2001 - March 2003
Morgan Stanley September 1998 - May 2001
Skills
Series 7, Series 24, FINRA, Investment Advisers Act, Asset Managment, Financial Services, Securities, Investments, Mutual Funds, Equities, Fixed Income
Education
Seton Hall University
Blake Benschoter's AllianceBernstein Experience May 2008 - June 2009
Job Vice President Product Management at SWBC
Industry Financial Services
Experience
SWBC December 2014 - Present
SWBC June 2013 - Present
SWBC June 2009 - June 2013
AllianceBernstein May 2008 - June 2009
AllianceBernstein September 2007 - May 2008
AllianceBernstein December 2005 - October 2007
AllianceBernstein December 2004 - December 2005
AllianceBernstein July 2002 - December 2004
Chi Phi Fraternity 1998 - 1999
Skills
Customer Service, Leadership, Sales, Strategic Planning, Insurance, Risk Management, Management, Process Improvement
Education
St. Mary's University 1994 — 1998
St. Mary's University 1994 — 1998
St. John's Preparatory School 1990 — 1994
SWBC December 2014 - Present
SWBC June 2013 - Present
SWBC June 2009 - June 2013
AllianceBernstein May 2008 - June 2009
AllianceBernstein September 2007 - May 2008
AllianceBernstein December 2005 - October 2007
AllianceBernstein December 2004 - December 2005
AllianceBernstein July 2002 - December 2004
Chi Phi Fraternity 1998 - 1999
Skills
Customer Service, Leadership, Sales, Strategic Planning, Insurance, Risk Management, Management, Process Improvement
Education
St. Mary's University 1994 — 1998
St. Mary's University 1994 — 1998
St. John's Preparatory School 1990 — 1994
Christine Kligopoulos's AllianceBernstein Experience Vice PresidentAllianceBernstein1986 - Present
Job Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein Vice PresidentAllianceBernstein1986 - Present
Education
St. John's University, The Peter J. Tobin College of Business
AllianceBernstein Vice PresidentAllianceBernstein1986 - Present
Education
St. John's University, The Peter J. Tobin College of Business
Peter Caporino's AllianceBernstein Experience June 2000 - September 2001
Job Prime Brokerage Middle Office at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments January 2007 - September 2011
Fidelity Investments October 2005 - January 2007
Fidelity Investments May 2004 - October 2005
UBS April 2002 - August 2003
AllianceBernstein June 2000 - September 2001
Education
Saint Peter's University 1993 — 1998
BA, Political Science
St.Mary's High School
Fidelity Investments September 2011 - Present
Fidelity Investments January 2007 - September 2011
Fidelity Investments October 2005 - January 2007
Fidelity Investments May 2004 - October 2005
UBS April 2002 - August 2003
AllianceBernstein June 2000 - September 2001
Education
Saint Peter's University 1993 — 1998
BA, Political Science
St.Mary's High School
Linda Shapiro's AllianceBernstein Experience May 2002 - June 2008
Job Compliance Officer specializing in Equity Trading
Industry Financial Services
Experience
H & R Block January 2009 - Present
AllianceBernstein May 2002 - June 2008
member of Midtown Regulatory Group 1997 - 2008
CIBC World Markets March 2000 - October 2001
Schroders June 1997 - March 2000
FINRA 1994 - 1997
Skills
Internal Controls, Securities, Equity Trading, Finance, Short Sales, Risk Management, Series 7, Financial Services, Investments, Hedge Funds, Financial Risk, Auditing, Due Diligence, Capital Markets, Trading, AML, Equities, Options, Banking, FINRA, Accounting, Mutual Funds, Tax, Asset Management, Fixed Income, Series 63
Education
State University of New York College at Oneonta
BS, Elementary Education
State University of New York College at Oswego
Accounting
W C Mepham High in Merrick
H & R Block January 2009 - Present
AllianceBernstein May 2002 - June 2008
member of Midtown Regulatory Group 1997 - 2008
CIBC World Markets March 2000 - October 2001
Schroders June 1997 - March 2000
FINRA 1994 - 1997
Skills
Internal Controls, Securities, Equity Trading, Finance, Short Sales, Risk Management, Series 7, Financial Services, Investments, Hedge Funds, Financial Risk, Auditing, Due Diligence, Capital Markets, Trading, AML, Equities, Options, Banking, FINRA, Accounting, Mutual Funds, Tax, Asset Management, Fixed Income, Series 63
Education
State University of New York College at Oneonta
BS, Elementary Education
State University of New York College at Oswego
Accounting
W C Mepham High in Merrick
Albert Schnide's AllianceBernstein Experience May 2009 - September 2011
Job Financial Planning Specialist at VW Credit, Inc.
Industry Financial Services
Experience
VW Credit, Inc. April 2014 - Present
VW Credit, Inc. June 2012 - April 2014
AllianceBernstein May 2009 - September 2011
AllianceBernstein September 2007 - May 2009
Skills
Fixed Income, Equities, Portfolio Management, Microsoft Office, Data Analysis, Microsoft Excel, Bloomberg, Banking, Analysis, Financial Services, Account Reconciliation, Trading, Accounting, Financial Modeling, Credit
Education
Pace University 2010 — 2012
MBA, Finance
State University of New York at New Paltz 2003 — 2007
BS; BA, Accounting; Philosophy
VW Credit, Inc. April 2014 - Present
VW Credit, Inc. June 2012 - April 2014
AllianceBernstein May 2009 - September 2011
AllianceBernstein September 2007 - May 2009
Skills
Fixed Income, Equities, Portfolio Management, Microsoft Office, Data Analysis, Microsoft Excel, Bloomberg, Banking, Analysis, Financial Services, Account Reconciliation, Trading, Accounting, Financial Modeling, Credit
Education
Pace University 2010 — 2012
MBA, Finance
State University of New York at New Paltz 2003 — 2007
BS; BA, Accounting; Philosophy
Doris Meister's AllianceBernstein Experience 2004 - Present
Job Senior Vice President at Alliance Bernstein LP
Industry Financial Services
Experience
Alliance Bernstein LP September 2004 - Present
AllianceBernstein 2004 - Present
Merrill Lynch March 1999 - March 2004
Merrill Lynch (Bank of America) 1999 - 2004
Education
Smith College 1976 — 1980
The University of Chicago 1977 — 1979
MBA, Finance and Marketing
Alliance Bernstein LP September 2004 - Present
AllianceBernstein 2004 - Present
Merrill Lynch March 1999 - March 2004
Merrill Lynch (Bank of America) 1999 - 2004
Education
Smith College 1976 — 1980
The University of Chicago 1977 — 1979
MBA, Finance and Marketing
Sandeep Thottapilly's AllianceBernstein Experience April 2007 - December 2008
Job Vice President, Treasury Technology at Union Bank
Industry Financial Services
Experience
Union Bank January 2013 - Present
Nuveen Investments April 2012 - January 2013
Cognizant Technologies / TIAA-CREF January 2009 - April 2012
AllianceBernstein April 2007 - December 2008
HCL Technologies / Jefferies & Company October 2006 - March 2007
HCL Technologies / Deutsche Bank October 2003 - October 2006
Financial technologies Limited 2002 - 2003
Skills
Trading Systems, Equities, Fixed Income, Trading, Market Data, Portfolio Management, Equity Trading, SDLC, Derivatives, Financial Services
Education
South Gujarat University
Bachelor of Science (B.Sc.)
Union Bank January 2013 - Present
Nuveen Investments April 2012 - January 2013
Cognizant Technologies / TIAA-CREF January 2009 - April 2012
AllianceBernstein April 2007 - December 2008
HCL Technologies / Jefferies & Company October 2006 - March 2007
HCL Technologies / Deutsche Bank October 2003 - October 2006
Financial technologies Limited 2002 - 2003
Skills
Trading Systems, Equities, Fixed Income, Trading, Market Data, Portfolio Management, Equity Trading, SDLC, Derivatives, Financial Services
Education
South Gujarat University
Bachelor of Science (B.Sc.)
Jennifer Sator's AllianceBernstein Experience July 2005 - June 2007
Job Compliance Manager Fixed Income Group at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2013 - Present
Barclays Wealth and Investment Management September 2012 - October 2013
Franklin Templeton Investments January 2012 - August 2012
Franklin Templeton Investments March 2009 - December 2011
Franklin Templeton Investments June 2007 - March 2009
AllianceBernstein July 2005 - June 2007
Skills
Mutual Funds, Investment Advisor..., Trade Compliance, 1940 Act, UCITS, Charles River IMS, Bloomberg, Equities, Fixed Income, Derivatives, AML, Securities, Alternative Investments, Anti Money Laundering, Investments, Trading, Hedge Funds, Risk Management, Portfolio Management, Asset Management, Financial Services
Education
Seton Hall University School of Law 1998 — 2001
JD, Law
University of Tennessee-Knoxville 1996 — 1998
BA, Political Science
Prudential Financial October 2013 - Present
Barclays Wealth and Investment Management September 2012 - October 2013
Franklin Templeton Investments January 2012 - August 2012
Franklin Templeton Investments March 2009 - December 2011
Franklin Templeton Investments June 2007 - March 2009
AllianceBernstein July 2005 - June 2007
Skills
Mutual Funds, Investment Advisor..., Trade Compliance, 1940 Act, UCITS, Charles River IMS, Bloomberg, Equities, Fixed Income, Derivatives, AML, Securities, Alternative Investments, Anti Money Laundering, Investments, Trading, Hedge Funds, Risk Management, Portfolio Management, Asset Management, Financial Services
Education
Seton Hall University School of Law 1998 — 2001
JD, Law
University of Tennessee-Knoxville 1996 — 1998
BA, Political Science
Dmitri Mossessian's AllianceBernstein Experience August 2012 - July 2015
Job Fixed Income Quant Risk Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2012 - July 2015
Aris Research and Technology March 2011 - May 2012
Credit Suisse First Boston March 2010 - March 2011
Lynx Capital Partners October 2008 - March 2010
Platinum Grove Asset Management July 2008 - October 2008
JWM Partners September 2004 - May 2008
MIT September 1996 - September 2004
University of Wisconsin-Madison January 1995 - August 1996
Berkeley Lab December 1992 - December 1994
A.F. Ioffe Physicsl-Technical Institute 1989 - 1992
Skills
Fixed Income, Interest Rate..., C#, Matlab, Rates, Options, Swaps, Valuation, Bonds, Fixed Income Valuation..., Interest Rate Modeling, Stochastic Modeling, Numerical Optimization, Java, C++, FX Options, Risk Management, Risk Analytics, Portfolio Optimization, Team Building, Mentoring, Teaching, Quantitative Finance, Market Risk, Hedge Funds, Quantitative Analytics
Education
Saint Petersburg State University 1983 — 1989
PhD, Physics
AllianceBernstein August 2012 - July 2015
Aris Research and Technology March 2011 - May 2012
Credit Suisse First Boston March 2010 - March 2011
Lynx Capital Partners October 2008 - March 2010
Platinum Grove Asset Management July 2008 - October 2008
JWM Partners September 2004 - May 2008
MIT September 1996 - September 2004
University of Wisconsin-Madison January 1995 - August 1996
Berkeley Lab December 1992 - December 1994
A.F. Ioffe Physicsl-Technical Institute 1989 - 1992
Skills
Fixed Income, Interest Rate..., C#, Matlab, Rates, Options, Swaps, Valuation, Bonds, Fixed Income Valuation..., Interest Rate Modeling, Stochastic Modeling, Numerical Optimization, Java, C++, FX Options, Risk Management, Risk Analytics, Portfolio Optimization, Team Building, Mentoring, Teaching, Quantitative Finance, Market Risk, Hedge Funds, Quantitative Analytics
Education
Saint Petersburg State University 1983 — 1989
PhD, Physics
Tierney, Brian's AllianceBernstein Experience May 2004 - July 2006
Job FP&A Finance Manager at PepsiCo PBC
Industry Consumer Goods
Experience
PepsiCo - PBC May 2014 - Present
PepsiCo - PBC October 2012 - May 2014
PepsiCo March 2011 - October 2012
PepsiCo May 2010 - March 2011
PepsiCo June 2008 - April 2010
PwC July 2006 - June 2008
AllianceBernstein May 2004 - July 2006
Wachovia Securities Financial Network October 2003 - April 2004
First National Bank of Scotia September 2002 - August 2003
Education
Siena College 1999 — 2002
Bachelor's degree, Finance, General
PepsiCo - PBC May 2014 - Present
PepsiCo - PBC October 2012 - May 2014
PepsiCo March 2011 - October 2012
PepsiCo May 2010 - March 2011
PepsiCo June 2008 - April 2010
PwC July 2006 - June 2008
AllianceBernstein May 2004 - July 2006
Wachovia Securities Financial Network October 2003 - April 2004
First National Bank of Scotia September 2002 - August 2003
Education
Siena College 1999 — 2002
Bachelor's degree, Finance, General
Douglass Tuero's AllianceBernstein Experience November 2005 - November 2008
Job Radiological Technologist at Precision Health/Medfax
Industry Entertainment
Experience
Precision Health/Medfax September 2011 - Present
AllianceBernstein November 2005 - November 2008
Volvo Cars of North America/ Convergent Media February 2001 - July 2004
Freelance October 1998 - January 2001
Jeff Dell/Shootfirst Editorial October 1994 - October 1998
Pelco Editorial September 1993 - October 1994
Crew Cuts 1988 - 1993
Morty's Film Service 1984 - 1988
Skills
Camera Operating, Media Production, Film, Avid, Sales Management, Technical Writing
Education
Englewood Hospitla and Medical Center School of Radiology 2009 — 2011
R.T. American Registry Radiological Technologists, Radiological Technology
Southern Methodist University 1973 — 1977
Batchelor of Fine Arts, Broadcast-Film Arts
Precision Health/Medfax September 2011 - Present
AllianceBernstein November 2005 - November 2008
Volvo Cars of North America/ Convergent Media February 2001 - July 2004
Freelance October 1998 - January 2001
Jeff Dell/Shootfirst Editorial October 1994 - October 1998
Pelco Editorial September 1993 - October 1994
Crew Cuts 1988 - 1993
Morty's Film Service 1984 - 1988
Skills
Camera Operating, Media Production, Film, Avid, Sales Management, Technical Writing
Education
Englewood Hospitla and Medical Center School of Radiology 2009 — 2011
R.T. American Registry Radiological Technologists, Radiological Technology
Southern Methodist University 1973 — 1977
Batchelor of Fine Arts, Broadcast-Film Arts
Eric Rosenberg's AllianceBernstein Experience April 2007 - February 2012
Job Research Analyst at SAC Capital
Industry Financial Services
Experience
SAC Capital February 2012 - Present
AllianceBernstein April 2007 - February 2012
UBS Investment Bank 2004 - 2006
Skills
Fixed Income, Hedge Funds, Equities, Bloomberg, Capital Markets, Valuation, Financial Modeling, Investment Banking, Asset Management, Securities, Derivatives, Alternative Investments, Investments, Equity Research, Portfolio Management, Trading, Investment Management, Bonds, Asset Allocation, Mutual Funds, Medical Devices, Healthcare
Education
Stanford University 2000 — 2004
BA, International Relations
Edgemont High School 1996 — 2000
SAC Capital February 2012 - Present
AllianceBernstein April 2007 - February 2012
UBS Investment Bank 2004 - 2006
Skills
Fixed Income, Hedge Funds, Equities, Bloomberg, Capital Markets, Valuation, Financial Modeling, Investment Banking, Asset Management, Securities, Derivatives, Alternative Investments, Investments, Equity Research, Portfolio Management, Trading, Investment Management, Bonds, Asset Allocation, Mutual Funds, Medical Devices, Healthcare
Education
Stanford University 2000 — 2004
BA, International Relations
Edgemont High School 1996 — 2000
Luke Li's AllianceBernstein Experience July 2008 - February 2012
Job Research Analyst at Espalier Global Management
Industry Financial Services
Experience
Espalier Global Management March 2012 - Present
AllianceBernstein July 2008 - February 2012
UBS Securities June 2007 - July 2008
Citigroup April 2006 - June 2007
Motorola May 1996 - April 2006
Skills
Financial analysis -..., Communications..., Marketing - competitive..., Communication - strong..., Cross-functional Team..., Equity research - stock...
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA, finance, accounting, strategic management
Shanghai University
Espalier Global Management March 2012 - Present
AllianceBernstein July 2008 - February 2012
UBS Securities June 2007 - July 2008
Citigroup April 2006 - June 2007
Motorola May 1996 - April 2006
Skills
Financial analysis -..., Communications..., Marketing - competitive..., Communication - strong..., Cross-functional Team..., Equity research - stock...
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA, finance, accounting, strategic management
Shanghai University
Vincent Sciancalepore's AllianceBernstein Experience February 2000 - August 2006
Job Data Services Senior Manager
Industry Banking
Experience
FactSet January 2013 - Present
MarkitSERV January 2012 - December 2012
Credit-Suisse June 2007 - January 2012
Lee Hecht Harrison 2012 - 2012
Lee Hecht Harrison 2012 - 2012
Moody's Investor Services August 2006 - June 2007
AllianceBernstein February 2000 - August 2006
JP Morgan April 1997 - February 2000
Citibank June 1995 - April 1997
MetPath Laboratories April 1994 - June 1995
Skills
Sybase, SDLC, Architecture, Business Analysis, Business Process, Data Warehousing, Databases, Disaster Recovery, ETL, Enterprise Architecture, IT Strategy, Integration, Leadership, Management, Oracle, Performance Tuning, Project Planning, Requirements Analysis, Risk Management, SOA, SQL, Software Design, Software Development, Solaris, Solution Architecture, Strategy, Trading Systems, Unix, Vendor Management
Education
Saint Peter's University 1979 — 1983
BS, Computer Science
Saint Peter's University
FactSet January 2013 - Present
MarkitSERV January 2012 - December 2012
Credit-Suisse June 2007 - January 2012
Lee Hecht Harrison 2012 - 2012
Lee Hecht Harrison 2012 - 2012
Moody's Investor Services August 2006 - June 2007
AllianceBernstein February 2000 - August 2006
JP Morgan April 1997 - February 2000
Citibank June 1995 - April 1997
MetPath Laboratories April 1994 - June 1995
Skills
Sybase, SDLC, Architecture, Business Analysis, Business Process, Data Warehousing, Databases, Disaster Recovery, ETL, Enterprise Architecture, IT Strategy, Integration, Leadership, Management, Oracle, Performance Tuning, Project Planning, Requirements Analysis, Risk Management, SOA, SQL, Software Design, Software Development, Solaris, Solution Architecture, Strategy, Trading Systems, Unix, Vendor Management
Education
Saint Peter's University 1979 — 1983
BS, Computer Science
Saint Peter's University
Julius Laurel's AllianceBernstein Experience October 2007 - July 2011
Job Senior IT Support at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners May 2013 - Present
BlackRock August 2011 - April 2013
AllianceBernstein October 2007 - July 2011
AllianceBernstein March 2002 - October 2007
Skills
Bloomberg, Equities, Investment Management, Fixed Income, Trading Systems, Technical Support, Asset Management, Hedge Funds, Alternative Investments, Microsoft Exchange, Quality Assurance, Servers, Citrix
Education
St. Mary's University 1998 — 2003
BBA, Information Systems Management
Summit Partners May 2013 - Present
BlackRock August 2011 - April 2013
AllianceBernstein October 2007 - July 2011
AllianceBernstein March 2002 - October 2007
Skills
Bloomberg, Equities, Investment Management, Fixed Income, Trading Systems, Technical Support, Asset Management, Hedge Funds, Alternative Investments, Microsoft Exchange, Quality Assurance, Servers, Citrix
Education
St. Mary's University 1998 — 2003
BBA, Information Systems Management
Cate Sanders's AllianceBernstein Experience June 2007 - December 2008
Job VP, Integrated Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2011 - Present
The Sanders Group July 2009 - September 2011
ADP Retirement Services July 2009 - June 2010
AllianceBernstein June 2007 - December 2008
AXA Distributors March 2005 - June 2007
Travelers Life & Annuity January 2002 - March 2005
Travelers Life & Annuity January 2002 - January 2004
AXA Distributors August 2000 - January 2002
Skills
Investments, Relationship Management, Marketing, Sales Management, Series 63, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Series 6, Asset Managment, ETFs, Investment Management, 401k, Securities
Education
Salisbury University 1993 — 1997
Bachelor of Arts, History
OppenheimerFunds April 2011 - Present
The Sanders Group July 2009 - September 2011
ADP Retirement Services July 2009 - June 2010
AllianceBernstein June 2007 - December 2008
AXA Distributors March 2005 - June 2007
Travelers Life & Annuity January 2002 - March 2005
Travelers Life & Annuity January 2002 - January 2004
AXA Distributors August 2000 - January 2002
Skills
Investments, Relationship Management, Marketing, Sales Management, Series 63, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Series 6, Asset Managment, ETFs, Investment Management, 401k, Securities
Education
Salisbury University 1993 — 1997
Bachelor of Arts, History
Gregory Rosta's AllianceBernstein Experience July 2009 - February 2015
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock March 2015 - Present
AllianceBernstein July 2009 - February 2015
AllianceBernstein Investments, Inc. July 2009 - February 2015
Nationwide Funds Group May 2009 - July 2009
AllianceBernstein July 2006 - May 2009
NASD September 2005 - July 2006
State of New Jersey February 2003 - September 2005
Merrill Lynch 1996 - 1997
Skills
Securities, Mutual Funds, Compliance, Investments, Series 24, Separately Managed..., Regulatory Affairs, Regulatory Reporting, FINRA, Alternative Investments, Hedge Funds, Regulatory Requirements, Distribution Agreements
Education
Seton Hall University 1998 — 2002
MBA, Finance
Seton Hall University School of Law 1998 — 2002
JD
Seton Hall University 1994 — 1998
BS, Business Management
BlackRock March 2015 - Present
AllianceBernstein July 2009 - February 2015
AllianceBernstein Investments, Inc. July 2009 - February 2015
Nationwide Funds Group May 2009 - July 2009
AllianceBernstein July 2006 - May 2009
NASD September 2005 - July 2006
State of New Jersey February 2003 - September 2005
Merrill Lynch 1996 - 1997
Skills
Securities, Mutual Funds, Compliance, Investments, Series 24, Separately Managed..., Regulatory Affairs, Regulatory Reporting, FINRA, Alternative Investments, Hedge Funds, Regulatory Requirements, Distribution Agreements
Education
Seton Hall University 1998 — 2002
MBA, Finance
Seton Hall University School of Law 1998 — 2002
JD
Seton Hall University 1994 — 1998
BS, Business Management
Jonathan Holston's AllianceBernstein Experience November 2013 - January 2015
Job Inforamtion Security Engineer
Industry Computer & Network Security
Experience
AllianceBernstein November 2013 - January 2015
Universal Weather and Aviation, Inc. 2015 - 2015
Universal Weather and Aviation, Inc. 2015 - 2015
CSC December 2008 - November 2013
USAF December 2004 - December 2008
Skills
Network Security, Networking, Security Clearance, Information Assurance, Management, DoD, Security, Computer Security, Training
Education
Southeastern Louisiana University 2000 — 2004
BS, Computer Management
Covington High School 1997 — 2000
Grad, Basic Studies
AllianceBernstein November 2013 - January 2015
Universal Weather and Aviation, Inc. 2015 - 2015
Universal Weather and Aviation, Inc. 2015 - 2015
CSC December 2008 - November 2013
USAF December 2004 - December 2008
Skills
Network Security, Networking, Security Clearance, Information Assurance, Management, DoD, Security, Computer Security, Training
Education
Southeastern Louisiana University 2000 — 2004
BS, Computer Management
Covington High School 1997 — 2000
Grad, Basic Studies
Walt Czaicki's AllianceBernstein Experience May 2007 - Present
Job Vice President Senior Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein May 2007 - Present
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance
AllianceBernstein May 2007 - Present
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance
Paul Anzalone's AllianceBernstein Experience December 1997 - Present
Job Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein December 1997 - Present
Education
Saint Bonaventure University
BBA, Accounting
AllianceBernstein December 1997 - Present
Education
Saint Bonaventure University
BBA, Accounting
Anthony Rizzi's AllianceBernstein Experience November 2011 - Present
Job Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein November 2011 - Present
AllianceBernstein October 2007 - October 2011
Chase/JPMorgan February 1988 - September 2007
JPMorgan 1988 - 2007
JPMorgan Chase 1988 - 2007
Chase Manhattan Bank 1988 - 2007
Education
State University of New York at New Paltz 1983 — 1987
Finance
MacArthur HS
MacArthur HS
MacArthur HS
AllianceBernstein November 2011 - Present
AllianceBernstein October 2007 - October 2011
Chase/JPMorgan February 1988 - September 2007
JPMorgan 1988 - 2007
JPMorgan Chase 1988 - 2007
Chase Manhattan Bank 1988 - 2007
Education
State University of New York at New Paltz 1983 — 1987
Finance
MacArthur HS
MacArthur HS
MacArthur HS
Logan Morrow's AllianceBernstein Experience February 2011 - November 2011
Job Marketing Associate at Lazard
Industry Financial Services
Experience
Lazard June 2013 - Present
AllianceBernstein February 2011 - November 2011
Overland Capital Group December 2009 - September 2010
University of the South Investment Club 2008 - 2009
PCS Research Services June 2008 - July 2008
Skills
Asset Managment, Financial Modeling, Due Diligence, Investment Strategies, Strategy, Portfolio Management, Equity Research, Investments
Education
School of Public Affairs at the City University of New York: Baruch College 2011 — 2013
Master of Public Administration (MPA)
The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Business Bridge Program
Sewanee-The University of the South 2005 — 2009
B.A., History, Religion
Lazard June 2013 - Present
AllianceBernstein February 2011 - November 2011
Overland Capital Group December 2009 - September 2010
University of the South Investment Club 2008 - 2009
PCS Research Services June 2008 - July 2008
Skills
Asset Managment, Financial Modeling, Due Diligence, Investment Strategies, Strategy, Portfolio Management, Equity Research, Investments
Education
School of Public Affairs at the City University of New York: Baruch College 2011 — 2013
Master of Public Administration (MPA)
The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Business Bridge Program
Sewanee-The University of the South 2005 — 2009
B.A., History, Religion
Vincent Noto's AllianceBernstein Experience 1986 - Present
Job VP at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein 1986 - Present
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Series 7, Mutual Funds, Investments, Bloomberg, Asset Allocation, Capital Markets, Derivatives, Series 63, Securities, Investment Management, Wealth Management, Investment Strategies, Trading Systems, Valuation
Education
Saint Peter's University 1982 — 1986
Accounting
AllianceBernstein 1986 - Present
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Series 7, Mutual Funds, Investments, Bloomberg, Asset Allocation, Capital Markets, Derivatives, Series 63, Securities, Investment Management, Wealth Management, Investment Strategies, Trading Systems, Valuation
Education
Saint Peter's University 1982 — 1986
Accounting
Gene Thibault's AllianceBernstein Experience 1999 - 2012
Job Experienced Mutual Fund Operations Professional
Industry Financial Services
Experience
AllianceBernstein 1999 - 2012
American Funds 1992 - 1999
Skills
Microsoft Office, Customer Relations, Coaching, RightNow Web..., INOVA Administration, DST & DST-Output..., NICE Administration
Education
St. Peter's College 1981 — 1985
Education
Don Bosco College 1980 — 1985
BA, Philosophy
Saint Peter's University 1980 — 1985
BA, Education
AllianceBernstein 1999 - 2012
American Funds 1992 - 1999
Skills
Microsoft Office, Customer Relations, Coaching, RightNow Web..., INOVA Administration, DST & DST-Output..., NICE Administration
Education
St. Peter's College 1981 — 1985
Education
Don Bosco College 1980 — 1985
BA, Philosophy
Saint Peter's University 1980 — 1985
BA, Education
Rekha Puppala's AllianceBernstein Experience July 2004 - July 2007
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2006 - Present
AllianceBernstein July 2004 - July 2007
Skills
Equities
Education
State University of New York College at Buffalo 1995 — 1999
Bachelor of Arts (B.A.), Economics
SUNY at Buffalo
Master of Business Administration (M.B.A.), Management Information Systems, General
SUNY at Buffalo
Goldman Sachs July 2006 - Present
AllianceBernstein July 2004 - July 2007
Skills
Equities
Education
State University of New York College at Buffalo 1995 — 1999
Bachelor of Arts (B.A.), Economics
SUNY at Buffalo
Master of Business Administration (M.B.A.), Management Information Systems, General
SUNY at Buffalo
Tom Vitale's AllianceBernstein Experience January 2006 - March 2010
Job Branch Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial May 2010 - Present
AllianceBernstein January 2006 - March 2010
AllianceBernstein January 2004 - December 2005
AllianceBernstein September 2002 - December 2003
AllianceBernstein June 2000 - August 2002
American Express Financial Advisors January 1999 - June 2000
Skills
Mutual Funds, Series 7, Investments, Fixed Income, Financial Services, ETFs, Investment Strategies, CRM, Selling, Capital Markets, Leadership, Management, Equities, Strategic Planning
Education
Saint Thomas Aquinas College 1995 — 1999
Bachelor of Science, Finance
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial May 2010 - Present
AllianceBernstein January 2006 - March 2010
AllianceBernstein January 2004 - December 2005
AllianceBernstein September 2002 - December 2003
AllianceBernstein June 2000 - August 2002
American Express Financial Advisors January 1999 - June 2000
Skills
Mutual Funds, Series 7, Investments, Fixed Income, Financial Services, ETFs, Investment Strategies, CRM, Selling, Capital Markets, Leadership, Management, Equities, Strategic Planning
Education
Saint Thomas Aquinas College 1995 — 1999
Bachelor of Science, Finance
James London's AllianceBernstein Experience April 1993 - March 1999
Job Investment Management Professional (UCITS and US Domestic)
Industry Investment Management
Experience
Thornburg Investment Management September 2011 - Present
Standard Chartered Investments August 2005 - August 2009
AMERICAN EXPRESS BANK (acq by Standard Chartered Bank) March 1999 - August 2009
AllianceBernstein April 1993 - March 1999
Education
Saint Peter's University 1983 — 1988
BA, Accounting; Business Management
Thornburg Investment Management September 2011 - Present
Standard Chartered Investments August 2005 - August 2009
AMERICAN EXPRESS BANK (acq by Standard Chartered Bank) March 1999 - August 2009
AllianceBernstein April 1993 - March 1999
Education
Saint Peter's University 1983 — 1988
BA, Accounting; Business Management
Foster Isabel's AllianceBernstein Experience June 2007 - August 2010
Job Banker Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2010 - Present
AllianceBernstein June 2007 - August 2010
Morgan Stanley June 2006 - June 2007
Education
Sewanee-The University of the South 2002 — 2006
BA, Philosophy
J.P. Morgan June 2010 - Present
AllianceBernstein June 2007 - August 2010
Morgan Stanley June 2006 - June 2007
Education
Sewanee-The University of the South 2002 — 2006
BA, Philosophy
Frank Caruso, CFA's AllianceBernstein Experience June 1993 - Present
Job Portfolio Manager (US Equities) at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 1993 - Present
Shields Assest Management 1993 - 1994
Shearson Lehman Hutton 1981 - 1993
Skills
Alternative Investments, Equities, Asset Managment, Mutual Funds, Hedge Funds, Series 7, Asset Allocation, Bloomberg, Investment Strategies, Series 63, Investments, Investment Management, Portfolio Management, Securities
Education
State University of New York College at Oneonta 1974 — 1978
BS Business Economics
AllianceBernstein June 1993 - Present
Shields Assest Management 1993 - 1994
Shearson Lehman Hutton 1981 - 1993
Skills
Alternative Investments, Equities, Asset Managment, Mutual Funds, Hedge Funds, Series 7, Asset Allocation, Bloomberg, Investment Strategies, Series 63, Investments, Investment Management, Portfolio Management, Securities
Education
State University of New York College at Oneonta 1974 — 1978
BS Business Economics
Luke Lyons's AllianceBernstein Experience June 2008 - December 2011
Job Managing Director: Global Head: Equity and Equity Dervivative Trading at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2012 - Present
CBOE/CBSX February 2010 - January 2015
AllianceBernstein June 2008 - December 2011
Diamondback Capital May 2006 - June 2008
Deutsche Bank June 2002 - April 2006
Skills
Derivatives, Trading, Equities, Fixed Income, Options
Education
Springfield College
A.B
Guggenheim Partners March 2012 - Present
CBOE/CBSX February 2010 - January 2015
AllianceBernstein June 2008 - December 2011
Diamondback Capital May 2006 - June 2008
Deutsche Bank June 2002 - April 2006
Skills
Derivatives, Trading, Equities, Fixed Income, Options
Education
Springfield College
A.B
Alan Beckhard's AllianceBernstein Experience 2004 - 2004
Job Pharmaceutical Sales Representative at inVentiv Health / Iroko Pharmaceuticals
Industry Pharmaceuticals
Experience
inVentiv Health January 2012 - Present
Novartis 2009 - 2011
inVentiv Health 2006 - 2008
DOV Pharmaceutical 2005 - 2006
AllianceBernstein 2004 - 2004
LSI Corporation 2001 - 2003
Wells Fargo Advisors 1997 - 2000
Edward Jones 1995 - 1997
Boeing 1989 - 1993
Education
Saint Louis University 1993 — 1995
MBA
University of Rochester
BS
inVentiv Health January 2012 - Present
Novartis 2009 - 2011
inVentiv Health 2006 - 2008
DOV Pharmaceutical 2005 - 2006
AllianceBernstein 2004 - 2004
LSI Corporation 2001 - 2003
Wells Fargo Advisors 1997 - 2000
Edward Jones 1995 - 1997
Boeing 1989 - 1993
Education
Saint Louis University 1993 — 1995
MBA
University of Rochester
BS
Kevin M. King's AllianceBernstein Experience September 2000 - September 2009
Job Sales Account Executive Labor Specialist at Delta Dental
Industry Financial Services
Experience
Delta Dental May 2013 - Present
Cutwater Asset Management April 2010 - January 2013
AllianceBernstein September 2000 - September 2009
Skills
Taft-Hartley, Alternative Investments, Hedge Funds, Fixed Income, Series 7, Asset Management, Asset Allocation, Equities, Investment Strategies, Mutual Funds, Investments, Investment Management
Education
Siena College 1986 — 1990
BA, Political Science
Delta Dental May 2013 - Present
Cutwater Asset Management April 2010 - January 2013
AllianceBernstein September 2000 - September 2009
Skills
Taft-Hartley, Alternative Investments, Hedge Funds, Fixed Income, Series 7, Asset Management, Asset Allocation, Equities, Investment Strategies, Mutual Funds, Investments, Investment Management
Education
Siena College 1986 — 1990
BA, Political Science
Jason Wilson's AllianceBernstein Experience May 2010 - Present
Job VP / Manager, Asia Pacific Equity Portfolio Management Group
Industry Investment Management
Experience
AllianceBernstein May 2010 - Present
AllianceBernstein September 2008 - April 2010
AllianceBernstein February 2007 - September 2008
Skills
Bloomberg, Factset, Mutual Funds, Hedge Funds, Long/Short management, Microsoft Office, Trading, FX trading, Derivatives, Trade Compliance, Investment Management, Investment Strategies, Equities, Portfolio Management, FX Options, Portfolio Optimization, Currency, Asset Allocation
Education
Seton Hall University 2002 — 2006
Bachelor of Science (BS), Finance
AllianceBernstein May 2010 - Present
AllianceBernstein September 2008 - April 2010
AllianceBernstein February 2007 - September 2008
Skills
Bloomberg, Factset, Mutual Funds, Hedge Funds, Long/Short management, Microsoft Office, Trading, FX trading, Derivatives, Trade Compliance, Investment Management, Investment Strategies, Equities, Portfolio Management, FX Options, Portfolio Optimization, Currency, Asset Allocation
Education
Seton Hall University 2002 — 2006
Bachelor of Science (BS), Finance
Scott VandenBosch, CFA's AllianceBernstein Experience June 1996 - September 2005
Job Credit Analyst / Trader
Industry Financial Services
Experience
Navigare Partners September 2005 - July 2010
AllianceBernstein June 1996 - September 2005
Skills
Credit, Leveraged Finance
Education
Boston University - London
Master's Degree
St. Lawrence University
B.A. Cum Laude
Navigare Partners September 2005 - July 2010
AllianceBernstein June 1996 - September 2005
Skills
Credit, Leveraged Finance
Education
Boston University - London
Master's Degree
St. Lawrence University
B.A. Cum Laude
James Frank's AllianceBernstein Experience May 1999 - May 2009
Job
Industry
Experience
Barclays Wealth 2009 - Present
AllianceBernstein May 1999 - May 2009
Education
University of Pennsylvania 1980 — 1982
BA, American History
Skidmore College 1978 — 1980
American Studies
Barclays Wealth 2009 - Present
AllianceBernstein May 1999 - May 2009
Education
University of Pennsylvania 1980 — 1982
BA, American History
Skidmore College 1978 — 1980
American Studies
Tamara Molinary's AllianceBernstein Experience December 2002 - April 2006
Job Vice President at State Street
Industry Financial Services
Experience
State Street IMS November 2011 - Present
Alliance Bernstein April 2006 - January 2012
AllianceBernstein December 2002 - April 2006
Financial Security Assurance March 1996 - March 1998
Eagle Insurance January 1993 - March 1996
Skills
Equities, Settlement, Collateral Management, Middle Office, Key Performance..., Outsourcing, User Acceptance Testing, Fixed Income, Derivatives, FX Options, FX Operations, FX Spot, Globalization, Options, Asset Management, Investment Banking, Market Data, Risk Management, Money Market, SWIFT payments, Portfolio Management, Trading, Financial Services, Corporate Actions, Series 7, Credit Derivatives, Global Custody, Bonds, Bloomberg, Securities, Reference Data, Asset Allocation, Prime Brokerage, Currency, Swaps, Investment Management, Alternative Investments, Financial Markets, Hedge Funds, Structured Products, Banking, Back Office, Interest Rate..., Bloomberg Terminal, CDS, Securities Lending, Fund Administration, ETFs, Mutual Funds, Electronic Trading
Education
Saint John's University 1988 — 1992
Bachelor of Science, Finance
MVHS 1984 — 1988
State Street IMS November 2011 - Present
Alliance Bernstein April 2006 - January 2012
AllianceBernstein December 2002 - April 2006
Financial Security Assurance March 1996 - March 1998
Eagle Insurance January 1993 - March 1996
Skills
Equities, Settlement, Collateral Management, Middle Office, Key Performance..., Outsourcing, User Acceptance Testing, Fixed Income, Derivatives, FX Options, FX Operations, FX Spot, Globalization, Options, Asset Management, Investment Banking, Market Data, Risk Management, Money Market, SWIFT payments, Portfolio Management, Trading, Financial Services, Corporate Actions, Series 7, Credit Derivatives, Global Custody, Bonds, Bloomberg, Securities, Reference Data, Asset Allocation, Prime Brokerage, Currency, Swaps, Investment Management, Alternative Investments, Financial Markets, Hedge Funds, Structured Products, Banking, Back Office, Interest Rate..., Bloomberg Terminal, CDS, Securities Lending, Fund Administration, ETFs, Mutual Funds, Electronic Trading
Education
Saint John's University 1988 — 1992
Bachelor of Science, Finance
MVHS 1984 — 1988
Harold Hughes's AllianceBernstein Experience January 2004 - Present
Job Senior Managing Director at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein January 2004 - Present
Legg Mason October 1995 - November 2003
Lincoln National Investment Management October 1993 - August 1995
Integrated Resources 1984 - 1988
Education
St. John's College (MD) 1980 — 1984
BA, Lib Arts
Queen Anne School 1976 — 1980
HS, College Prep
AllianceBernstein January 2004 - Present
Legg Mason October 1995 - November 2003
Lincoln National Investment Management October 1993 - August 1995
Integrated Resources 1984 - 1988
Education
St. John's College (MD) 1980 — 1984
BA, Lib Arts
Queen Anne School 1976 — 1980
HS, College Prep
Jim Toma's AllianceBernstein Experience June 1997 - June 2010
Job Financial Professional at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America July 2012 - Present
The Prudential Insurance Company of America 2012 - Present
AllianceBernstein June 1997 - June 2010
Education
Seton Hall University
BA, History
The Prudential Insurance Company of America July 2012 - Present
The Prudential Insurance Company of America 2012 - Present
AllianceBernstein June 1997 - June 2010
Education
Seton Hall University
BA, History
Jason DeLuca's AllianceBernstein Experience June 2003 - November 2004
Job Operations Analyst at STP Investment Services
Industry Information Technology and Services
Experience
STP Investment Services August 2013 - Present
Headstrong November 2004 - July 2013
AllianceBernstein June 2003 - November 2004
Skills
Vendor Management, Equities, Business Analysis, Financial Services, Analysis, Business Development, Strategy, Back Office, Outsourcing, Fixed Income, Options, Settlement, Securities, Corporate Actions, Bloomberg Terminal, Portfolio Management, Operations Management, Bloomberg
Education
Siena College 1997 — 2001
BS, FINANCE
STP Investment Services August 2013 - Present
Headstrong November 2004 - July 2013
AllianceBernstein June 2003 - November 2004
Skills
Vendor Management, Equities, Business Analysis, Financial Services, Analysis, Business Development, Strategy, Back Office, Outsourcing, Fixed Income, Options, Settlement, Securities, Corporate Actions, Bloomberg Terminal, Portfolio Management, Operations Management, Bloomberg
Education
Siena College 1997 — 2001
BS, FINANCE
Danna Martin's AllianceBernstein Experience September 2000 - January 2013
Job NAV Ops Supervisor at BNY Mellon
Industry Accounting
Experience
BNY Mellon March 2014 - Present
AllianceBernstein September 2000 - January 2013
Skills
Fund Administration, Financial Statements, Annual Reports, Management, Dependable Team Player, Bilingual-English/Spanis..., Meet Deadlines, Communication, Organization, Mutual Funds, Accounting, Internal Audit, Financial Audits, Product Development, Tax Schedules, Budget Process, Budget Monitoring, Budget Forecasts, Asset Management, Fixed Income, Portfolio Management, Financial Analysis, Fund Accounting, Financial Services, Equities, Valuation
Education
Saint Peter's University 1996 — 2000
Bachelor's degree, Accounting
BNY Mellon March 2014 - Present
AllianceBernstein September 2000 - January 2013
Skills
Fund Administration, Financial Statements, Annual Reports, Management, Dependable Team Player, Bilingual-English/Spanis..., Meet Deadlines, Communication, Organization, Mutual Funds, Accounting, Internal Audit, Financial Audits, Product Development, Tax Schedules, Budget Process, Budget Monitoring, Budget Forecasts, Asset Management, Fixed Income, Portfolio Management, Financial Analysis, Fund Accounting, Financial Services, Equities, Valuation
Education
Saint Peter's University 1996 — 2000
Bachelor's degree, Accounting
Jennifer Romano's AllianceBernstein Experience August 2013 - Present
Job Manager, Assistant Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2013 - Present
AllianceBernstein July 2011 - August 2013
AllianceBernstein March 2010 - July 2011
AllianceBernstein July 2007 - March 2010
Citi June 2005 - July 2007
Citi June 2004 - June 2005
Skills
Series 7, Series 63
Education
Saint Joseph's University 2000 — 2004
Bachelor of Science, Finance
Bishop Kearney High School 1996 — 2000
AllianceBernstein August 2013 - Present
AllianceBernstein July 2011 - August 2013
AllianceBernstein March 2010 - July 2011
AllianceBernstein July 2007 - March 2010
Citi June 2005 - July 2007
Citi June 2004 - June 2005
Skills
Series 7, Series 63
Education
Saint Joseph's University 2000 — 2004
Bachelor of Science, Finance
Bishop Kearney High School 1996 — 2000
Dhanya John's AllianceBernstein Experience February 2005 - March 2007
Job Senior Business Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2015 - Present
Fiserv July 2013 - June 2015
T. Rowe Price March 2007 - August 2009
AllianceBernstein February 2005 - March 2007
State Street July 2003 - February 2005
Skills
Mutual Funds, Business Analysis, Process Improvement, Financial Analysis, Budgets, Securities, Customer Service, Microsoft SQL Server, SDLC, Project Management
Education
University of Maryland University College 2012 — 2013
Graduate Certificate, Accounting and Information Systems
Saint Joseph's University 2001 — 2002
MBA, Finance
Saint Joseph's University 1997 — 2001
BS, Management Information Systems
T. Rowe Price July 2015 - Present
Fiserv July 2013 - June 2015
T. Rowe Price March 2007 - August 2009
AllianceBernstein February 2005 - March 2007
State Street July 2003 - February 2005
Skills
Mutual Funds, Business Analysis, Process Improvement, Financial Analysis, Budgets, Securities, Customer Service, Microsoft SQL Server, SDLC, Project Management
Education
University of Maryland University College 2012 — 2013
Graduate Certificate, Accounting and Information Systems
Saint Joseph's University 2001 — 2002
MBA, Finance
Saint Joseph's University 1997 — 2001
BS, Management Information Systems
Michelle Goudey's AllianceBernstein Experience June 2014 - Present
Job Executive Assistant at AllianceBernstein, L.P.
Industry Commercial Real Estate
Experience
AllianceBernstein June 2014 - Present
Stamford Health Integrated Practices June 2012 - June 2014
Education
Siena College 2007 — 2011
Bachelor's degree, Psychology
AllianceBernstein June 2014 - Present
Stamford Health Integrated Practices June 2012 - June 2014
Education
Siena College 2007 — 2011
Bachelor's degree, Psychology
Walt Czaicki's AllianceBernstein Experience May 2007 - October 2011
Job Senior Vice President, Chief Investment Officer at Curian Capital
Industry Financial Services
Experience
Curian Capital May 2014 - Present
Curian Capital October 2011 - January 2014
AllianceBernstein May 2007 - October 2011
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Skills
Investments, Portfolio Management, Asset Management, Equities, Mutual Funds, Capital Markets, Series 7, Financial Services, Risk Management, Fixed Income, Strategy, Financial Advisory
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance
Curian Capital May 2014 - Present
Curian Capital October 2011 - January 2014
AllianceBernstein May 2007 - October 2011
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Skills
Investments, Portfolio Management, Asset Management, Equities, Mutual Funds, Capital Markets, Series 7, Financial Services, Risk Management, Fixed Income, Strategy, Financial Advisory
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance
Shawn Keegan's AllianceBernstein Experience June 2006 - Present
Job Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2006 - Present
Education
Siena College 1989 — 1993
Bachelor of Science (BS), Finance, General
AllianceBernstein June 2006 - Present
Education
Siena College 1989 — 1993
Bachelor of Science (BS), Finance, General
Elaine Bowling's AllianceBernstein Experience May 2000 - September 2003
Job Investment Management Professional
Industry Investment Management
Experience
Casa Bowling Church AdministratorChrist Central ChurchApril 2011 - October 2013
AllianceBernstein May 2000 - September 2003
Bank One March 1994 - April 2000
Merrill Lynch June 1989 - September 1993
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Microsoft Excel, Alternative Investments, Microsoft Office
Education
St. Mary's University
Casa Bowling Church AdministratorChrist Central ChurchApril 2011 - October 2013
AllianceBernstein May 2000 - September 2003
Bank One March 1994 - April 2000
Merrill Lynch June 1989 - September 1993
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Microsoft Excel, Alternative Investments, Microsoft Office
Education
St. Mary's University
William Coyer's AllianceBernstein Experience March 2000 - March 2002
Job VP, Senior Account Manager at Prudential Investments LLC
Industry Investment Management
Experience
Prudential Investments LLC March 2007 - Present
Fred Alger & Company March 2002 - March 2007
AllianceBernstein March 2000 - March 2002
Education
Saint Peter's University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Syracuse University 1988 — 1991
Bachelor of Science (BS), Retail Management
Prudential Investments LLC March 2007 - Present
Fred Alger & Company March 2002 - March 2007
AllianceBernstein March 2000 - March 2002
Education
Saint Peter's University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Syracuse University 1988 — 1991
Bachelor of Science (BS), Retail Management
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management