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
Deutche Bank Asset & Wealth Management July 2011 - Present
RREEF Real Estate January 2009 - July 2011
RREEF July 2007 - January 2009
AllianceBernstein 2002 - 2004
AllianceBernstein January 2001 - January 2002
Skills
Investor Relations, Alternative Investments, Fundraising, Series 7, Client Service, Financial Services, CRM, Asset Management, Capital Markets, Portfolio Management, Finance, Due Diligence, Equities, Investments, Management, Mutual Funds
Education
State University of New York at Albany
Bachelor of Science, Economics, Business Administration
State University of New York College of Agriculture and Technology at Cobleskill 1993 — 1995
Associate, Business Administration
AllianceBernstein November 2014 - Present
Laidlaw & Company June 2013 - October 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Spreadsheets, Microsoft Office, Research, Economics, Financial Reporting, Accounting, Access, Analysis, Financial Analysis, Finance, Data Analysis, Financial Accounting, Bloomberg Terminal, Teamwork, Valuation
Education
University of Richmond - Robins School of Business 2011 — 2013
BSBA Business Administration, Finance
SUNY Potsdam 2009 — 2011
STRIVR Labs, Inc. August 2015 - Present
Robert Half September 2014 - August 2015
Temple University December 2012 - August 2014
AllianceBernstein December 2011 - August 2012
Skills
Public Speaking, Social Media, Fundraising, Social Networking, Event Management, Management, Microsoft Office, Strategic Planning, Coaching, Teaching, Microsoft Excel, Higher Education, PowerPoint, Research, Leadership, Hedge Funds
Education
Temple University 2012 — 2014
Master's Degree, College of Education, concentration in 'Adult Organizational Development', 3.34 GPA
Temple University 2005 — 2009
Bachelor's Degree, Fox School of Business: Concentration in Entrepreneurship, 3.1 GPA
AllianceBernstein June 2013 - Present
S3 Partners May 2012 - August 2012
Eze Castle Integration May 2011 - August 2011
Eze Castle Integration June 2010 - August 2010
PASSUR Aerospace, Inc. January 2009 - May 2009
Skills
High Level of Computer..., Bloomberg Terminal, Matlab, C Programming, Linux, Photoshop, Dreamweaver
Education
The George Washington University 2009 — 2013
BS, Computer Engineering
AllianceBernstein June 2014 - Present
Skills
C++, C#, .NET, Python, SQL, Trading Systems, SSRS, Project Management, XML, SDLC, Business Analysis, Microsoft SQL Server
Education
Syracuse University 2012 — 2014
Master's Degree, Computer Science
East China University of Science & Technology 2008 — 2012
Bachelor's Degree, Finance
Shanghai Institute of Technology 2008 — 2012
Bachelor's Degree, Computer Engineering
Hazelden Betty Ford Foundation July 2009 - Present
SobaLiving, LLC June 2007 - June 2009
Invest Financial Corporation December 2005 - May 2007
AllianceBernstein February 2003 - July 2005
Morgan Stanley June 2001 - January 2003
Skills
Public Speaking, Lecturing, Project Management, Networking, Organizational..., Strategic Planning, Research, Addiction Recovery, Addiction Medicine, Treatment, Strategic Partnerships, Social Networking, Social Media Marketing, Educational Outreach, Group Therapy, Family Therapy, Psychotherapy, Mental Health, Behavioral Health, Psychology, Chemical Dependency, Program Development, Teaching, Therapists, Adolescents, Crisis Intervention, Clinical Research, Training, CBT, Motivational..., Coaching, Life Transitions, Organizational..., Contract Negotiation, Prevention, Leadership Development, Higher Education, Medical Education, Family Medicine, Program Evaluation, Training Facilitation, Business Strategy, Business Planning, Contract Management, Team Building, Teamwork, Strategic Consulting, Program Financial..., Professional Ethics, Ethical Leadership
Education
Chapman University 2009 — 2011
M.A. in Psychology, Marriage and Family Therapy/Counseling, 4.0
The College of New Jersey 1997 — 2001
B.S. in Finance, Minor in Economics
Lambda Designs February 2002 - Present
Wells Fargo May 2014 - March 2015
Clear Channel Radio July 2013 - October 2013
AllianceBernstein April 2007 - June 2012
Film-Tech October 2005 - September 2006
Provenance Media, Inc. January 2002 - May 2005
Crazy 8 Productions March 2004 - October 2004
Skills
Graphic Design, Logo Design, Project Management, Managing Start-ups, Self-driven, Computer Proficiency, Motivation, Problem Solving, Mentoring Of Staff, Positive Can-do Attitude, Therapeutic Listening, Photoshop, Relationship Management, Business Analysis, Business Development, Process Improvement, Customer Service, Leadership, Microsoft Office, Access, Strategic Planning, Research, Dreamweaver, Video, Advertising, Computer Hardware, Editing, Microsoft Excel, Management, User Interface Design, Technical Support, Information Technology, Windows, Adobe Acrobat, Account Management, Troubleshooting, User Experience, Disaster Recovery, New Business Development, Business Strategy, Team Leadership, Business Planning, SharePoint, PowerPoint, Vendor Management, HTML, Numara Footprints, Microsoft Project, Networking, MS Project
Education
Texas State Technical College 2002 — 2004
Associate's degree, Digital Communication and Media/Multimedia
Texas State Technical College Waco 2002 — 2004
Associate of Arts and Sciences (AAS), Digital Communication and Media/Multimedia
J.P. Morgan April 2012 - September 2014
AllianceBernstein September 2006 - April 2012
J.P. Morgan 2000 - 2006
Robertson Stephens 1994 - 2000
Automated Securities Clearance 1991 - 1994
Skills
Trading Systems, Electronic Trading, Trading, Equities, Bloomberg, Business Analysis, Project Management, Program Management, Agile Methodologies, Quality Assurance, SDLC, Derivatives, Hedge Funds, Team Building
Education
Stevens Institute of Technology 1986 — 1989
Bachelor of Engineering, Engineering Management
The Boston Consulting Group August 2015 - Present
AllianceBernstein March 2013 - August 2015
LG Electronics April 2012 - March 2013
TPC, INC May 2011 - April 2012
Skills
Hardware, Computer Hardware, Networking, Operating Systems, VPN, Security, Servers, IT Service Management, Firewalls, Windows 7, Active Directory, Laptops, VMware, Software Installation, Microsoft Excel, Microsoft Office, Microsoft Word, Blackberry, Management
Education
The College of New Jersey 2007 — 2011
Bachelor's, Biomedical Engineering
Brown Brothers Harriman October 2011 - Present
United Way of Massachusetts Bay and Merrimack Valley August 2014 - December 2014
Brown Brothers Harriman April 2008 - October 2011
AllianceBernstein April 2007 - January 2008
Atlantic Charter Insurance Company December 2003 - March 2007
Louis Vuitton November 2002 - December 2003
Skills
Financial Services, Lotus Notes, Insurance, Recruiting
Education
Susquehanna University 1998 — 2002
Bachelor of Arts, Psychology
Gray New Gloucester High School 1994 — 1998
Westwood Holdings Group, Inc. January 2015 - Present
Sync Yoga and Wellbeing August 2010 - Present
Crow Holdings Captial Partners L.L.C. March 2011 - January 2015
AllianceBernstein July 1998 - March 2011
The Chicago Trust Compant June 1996 - April 1998
Skills
Fixed Income, Hedge Funds, Equities, Asset Managment, Mutual Funds, Series 7, Investments, Securities
Education
Texas A&M University 1989 — 1992
BBA, Economics
AllianceBernstein 2011 - 2011
TAMU 2011 - 2011
Skills
Agribusiness, Public Speaking, Agriculture, Strategic Planning, Policy Analysis, Microsoft Excel, QuickBooks, Farms, Farm Equipment, Ranch, Oil/Gas, Hunting, Lease Administration, Pipelines, Real Estate, Financial Analysis, Financial Accounting, Accounting, Commodity Markets, Economics, Construction Management
Education
Texas A&M University 2008 — 2011
B.Sc., Agricultural Economics
AllianceBernstein September 2013 - Present
AllianceBernstein June 2011 - Present
AllianceBernstein January 2009 - July 2011
AllianceBernstein December 2001 - December 2008
AllianceBernstein May 1999 - November 2001
Smith Barney Plan Services (A CitiGroup Company) September 1997 - May 1999
Bankers Trust January 1994 - September 1997
Skills
Investments, Strategy, Mutual Funds, Product Management, Marketing Communications, Life Insurance, Investment Management, Financial Services, Asset Management, Portfolio Management, Marketing, Market Research, Marketing Strategy, Defined Contribution, CRM, Relationship Management, Series 63
Education
The College of New Jersey 1989 — 1993
BS, Business Management, International Business
Thelan April 2015 - Present
U.S. Department of Energy December 2014 - March 2015
Howell Partners September 2014 - November 2014
AllianceBernstein March 2014 - May 2014
Providge Consulting June 2013 - August 2013
American Directions Group January 2013 - May 2013
New Zealand Trade and Enterprise September 2012 - December 2012
Urban Adventures Companies Inc. January 2012 - August 2012
GW Speech & Hearing Center January 2012 - May 2012
GWU Amnesty International September 2009 - May 2010
Skills
Social Media, Marketing, Public Relations, Program Management, Research, Business Development, Team Building, Recruiting, International Business, Government Proposals, Project Management, Data Analysis, Data Mining, Database Administration, Relationship Management, Building Relationships, Problem Solving, Microsoft Excel, VBA, PowerPoint, Microsoft Office, Leadership, Management, Microsoft Word, Event Planning
Education
The George Washington University 2009 — 2013
Bachelor of Business Administration (B.B.A.), concentration on International Business
2006 2009 Friends' Central School 2006 — 2009
High School diploma
Och-Ziff Capital Management January 2014 - Present
Och-Ziff Capital Management June 2011 - January 2014
Deutsche Bank July 2007 - June 2011
AllianceBernstein July 2005 - July 2007
Skills
Equities, Trading, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Valuation
Education
Syracuse University 2001 — 2005
Bachelors Degree, Finance
Condé Nast September 2015 - Present
Huge April 2014 - August 2015
Droga5 October 2012 - March 2014
Siegel+Gale November 2011 - October 2012
AllianceBernstein May 2011 - November 2011
Foster Wheeler Biokinetics, Inc. March 2010 - March 2011
Aveda June 2007 - November 2007
Skills
Talent Management, Onboarding, Recruiting, Human Resources, Marketing, Event Planning, Microsoft Office, Training, Social Media, Employee Benefits, Temporary Placement, Interviews, New Hire Orientations, Talent Acquisition, Leadership
Education
Temple University - Fox School of Business and Management 2000 — 2004
Bachelor of Business Administration, Marketing
Teaneck High School
AllianceBernstein September 2015 - Present
J.P. Morgan June 2014 - Present
Goldman Sachs June 2012 - May 2014
Luther King Capital Management August 2011 - May 2012
Skills
Financial Analysis, Valuation, Financial Modeling, Captial IQ, Portfoliio analysis
Education
Texas Christian University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Bond New York June 2013 - Present
Kinetatek January 2010 - June 2013
AllianceBernstein October 2001 - October 2004
Skills
Social Media, Strategic Planning, Business Development, Public Speaking, Marketing Strategy, Editing, Event Planning, Fundraising, Email Marketing, Marketing Communications, Blogging, Project Management, Online Marketing, Public Relations, Social Networking, Real Estate, Commercial Real Estate, Nonprofits, First Time Home Buyers, Seller Representation
Education
The George Washington University 1996 — 2000
Thomson Reuters January 2013 - Present
Thomson Reuters January 2012 - December 2012
Thomson Reuters January 2010 - January 2012
Thomson Reuters August 2007 - December 2009
AllianceBernstein September 2006 - June 2007
Accenture, Capital Markets Solutions Group February 2006 - September 2006
Advent Software, Inc. April 2004 - January 2006
Skills
Equities, Market Data, Financial Markets, Portfolio Management, Salesforce.com, Capital Markets, Asset Managment, Financial Services, Account Management, Relationship Management, New Business Development, Investments, Securities, Business Development, Asset Management
Education
University of North Carolina at Wilmington 1999 — 2003
BS, Business Administation ; Economics concentration
University of Wales, Swansea 2002 — 2002
Financial Products LLC March 2010 - Present
VALIC May 2008 - March 2010
Merrill Lynch January 2005 - December 2007
Sun Life Financial March 2004 - December 2004
AllianceBernstein February 1994 - March 2004
Skills
Structured Products, Sales, Investments, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Derivatives, Fixed Annuities, Retirement, Commodity, Marketing, Series 7, Asset Allocation, Series 63, Wealth Management, Investment Advisory, Securities, Fixed Income, ETFs
Education
SUNY Oswego 1985 — 1989
Bachelor's degree, Economics
AllianceBernstein June 2011 - Present
Thomson Reuters June 2006 - June 2011
Education
The Johns Hopkins University 2002 — 2006
BA, International Relations
AllianceBernstein November 2014 - Present
Starbucks January 2013 - December 2014
Sather Financial Group April 2014 - November 2014
Bulldog Investment Company September 2012 - December 2013
Pizza Hut January 2011 - December 2012
Pizza Hut May 2010 - January 2011
Education
Texas Lutheran 2010 — 2013
Bachelor's Degree, Finances, Economics, 3.409
Sandler O'Neill January 2011 - Present
AllianceBernstein May 2006 - January 2011
AllianceBernstein August 2005 - April 2006
FDNY Counseling Service Unit May 2002 - July 2005
Brown Brothers Harriman February 2001 - September 2001
Skills
Fixed Income, MBS, Corporates, Quantitative Analysis, Investment Strategies, Analytics, Stochastic Analysis, Portfolio Management, Bloomberg, Bonds, Financial Modeling, Investments, Quantitative Analytics, Capital Markets, Financial Risk, Options, Alternative Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
The Cooper Union for the Advancement of Science and Art 2001 — 2005
BE, Mechanical Engineering
Archer Roose June 2015 - Present
Global Partnership for Education/World Bank October 2013 - June 2015
GAVI Alliance August 2011 - September 2013
ProInspire August 2011 - August 2012
Explosion-Proof Magazine 2010 - 2012
AXA Equitable July 2009 - 2011
Camp Jeanne D'Arc September 2008 - June 2009
AXA Equitable June 2008 - August 2008
AllianceBernstein May 2007 - August 2007
The Temple of Understanding June 2004 - August 2004
Skills
International Relations, Cross-functional Team..., Writing, Public Speaking, Storytelling, Thought Leadership, Creative Problem Solving, Client Relationship..., Magazine Writing, Ideation, CRM, Idea Generation, Magazines, Research, Analytical Skills, Marketing, Business Planning, Social Media, Strategy, Nonprofits, Fundraising, Leadership, Strategic Planning, Market Research, International..., Global Health, Entrepreneurship, Government, Data Analysis
Education
The Johns Hopkins University 2005 — 2009
B.A., International Studies
The University of Edinburgh 2007 — 2008
STUDY ABROAD, Political Theory
Convent of the Sacred Heart 1991 — 2005
High School
Barclays Capital July 2010 - Present
AllianceBernstein September 2006 - July 2010
M Booth & Associates May 2005 - July 2005
Skills
Equities, Equity Valuation, Fixed Income, Series 7, Series 63, Bloomberg, Capital Markets, Financial Markets, Investment Strategies, Asset Managment, Asset Management, Alternative Investments, Currency, Hedge Funds
Education
The College of William and Mary - The Mason School of Business 2002 — 2006
BBA, Business
Tsinghua University 2004 — 2004
Study Abroad, Economics
AllianceBernstein 2004 - Present
Skills
Asset Management, Mutual Funds, Equities, Fixed Income, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Finance, Economics
BNY Mellon December 2011 - Present
Bridgewater Associates January 2011 - January 2012
AllianceBernstein September 2010 - January 2011
Bank Of America Merrill Lynch February 2009 - September 2010
Bank Of America July 2006 - February 2009
Citigroup June 2003 - August 2006
Skills
Trading Systems, Market Data, Electronic Trading, Equities, Sybase, FIX, python, unix, perl, Trading, Equity Derivatives, Low Latency, Options, Direct Market Access, Middle Office, Unix, Perl
Education
Stony Brook University 1999 — 2003
BS, Computer Science
American Independence Financial Services September 2010 - December 2011
AllianceBernstein July 2008 - August 2009
Alliance Bernstein December 2007 - July 2008
Alliance Capital 2002 - 2007
Regent Investor Services 1998 - 2002
Palley Needelman Asset Management 1996 - 1998
Wolf, Webb, Burk and Campbell 1987 - 1996
Saint Joseph's University 1987 - 1991
Continental Bank 1981 - 1983
Skills
Behavioral Finance, Alternative Investments, Separately Managed..., Asset Allocation, Series 7, Mutual Funds
Education
CAIA
Chartered Alternative Investment Analyst
CFA Institute
CFA
Temple University 1982 — 1986
MS, Finance
University of Delaware 1975 — 1980
BS, Economics
Morgan Stanley May 2011 - Present
AllianceBernstein June 2006 - May 2011
OppenheimerFunds September 2004 - June 2006
Morgan Stanley November 1998 - September 2004
Value Line August 1997 - November 1998
Skills
Mutual Funds, Fixed Income, Asset Managment, Equities, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Investment Management, Bloomberg, Financial Markets, Securities, Financial Modeling, Wealth Management, Investment Strategies, Derivatives, Financial Services, Asset Management, Strategy
Education
State University of New York College at Oswego
BS Business Administration, Concentration in Finance, Minor in Economics
The Newport Group August 2015 - Present
OppenheimerFunds December 2012 - March 2015
AllianceBernstein February 2011 - December 2012
Nuveen Investments August 2007 - August 2010
Skills
Asset Managment, Mutual Funds, Investment Strategies, Equities, Alternative Investments, Investments, Fixed Income, Series 7, Competitive Analysis, Capital Markets, Asset Management, Financial Services, Securities, Relationship Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
M.A., International Relations, International Economics
The Johns Hopkins University
B.A., International Relations
LTCI Partners February 2012 - July 2014
USAA May 2006 - February 2012
JPMorgan Chase October 2004 - April 2006
AllianceBernstein 2000 - 2004
Skills
Long-term Care, Long Term Care Insurance, Term Life Insurance, Finance, Disability Insurance, Banking, Financial Services, Underwriting, Pensions, Asset Management, Health Insurance, Employee Benefits, Wealth, Critical Illness, Wealth Accumulation, Personal Finance
Education
Southwest Texas State University
USAA May 2013 - Present
AllianceBernstein March 2013 - April 2013
Texas State University January 2005 - February 2013
Texas State University January 1999 - March 2005
Skills
SQL, Cluster, HTML, C++, Troubleshooting, PowerShell, VMware ESX, Windows Clustering, Virtualization, DNS, Microsoft Office, Networking, Scripting, Batch Files, Microsoft Exchange, Windows Server, System Administration, IIS, Active Directory, Windows, SharePoint, Microsoft SQL Server, VBScript, Windows 7, SCCM, SMTP, Unified Communication, Lync Server 2010, Powershell
Education
Texas State University-San Marcos 1989 — 1996
BBA, Computer and Information Systems
Texas Tech University 1969 — 1971
State Street Bank December 2013 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors February 2008 - December 2013
A.G. Edwards September 1998 - January 2008
J&W Seligman August 1996 - September 1998
AllianceBernstein January 1994 - July 1995
Skills
Series 7, Wealth Management, Series 63, Portfolio Management, Mutual Funds, Series 65, Series 24, Asset Management, Equities, Fixed Income, Investment Advisory, Investment Strategies, Asset Allocation, Securities, Alternative Investments, Financial Services
Education
State University of New York College at Plattsburgh 1989 — 1993
Bachelor of Science, Business Management
Webster University 1999 — 2002
MBA, Finance
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch July 2014 - March 2015
Bank of America Merrill Lynch November 2012 - June 2014
Standard Chartered Bank August 2008 - October 2012
Standard Chartered Bank May 2007 - July 2008
Standard Chartered Bank January 2006 - October 2007
AllianceBernstein October 2003 - December 2005
Simon Says School of Languages October 2002 - June 2003
Skills
Strategy, Product Management, Marketing, Banking, Analytics, Business Development, Business Strategy, Capital Markets, Corporate Finance, Credit Risk, Emerging Markets, Finance, Financial Services, Investments, Management, Marketing Strategy, Mergers, Operations Management, Portfolio Management, Product Marketing, Relationship Management, Time Management, Market Planning
Education
The Johns Hopkins University 1998 — 2002
BA, International Relations, Economics
Kent School 1996 — 1998
Diploma
Flexible Business Systems April 2015 - Present
CHANEL September 2013 - April 2015
Acacia Network April 2011 - September 2013
Memorial Sloan-Kettering Cancer Center October 2010 - March 2011
AllianceBernstein June 2008 - October 2009
ORT America June 2007 - November 2007
NYC & Company February 2007 - May 2007
Fordham University January 2005 - November 2006
Skills
Active Directory, Hardware, Technical Support, Servers, Troubleshooting, Windows Server, Windows 7, VMware, Windows, XP, Computer Hardware, Microsoft Exchange, Operating Systems, System Administration, Network Administration, SharePoint, iOS, Android, iPad, iPhone Support, Customer Service, WebEx, Cisco VPN, Vendor Management
Education
Technical Career Institutes 2001 — 2003
Associates Degree in Computer Science, Computer Science
Pepsi Beverages Company September 2010 - June 2015
Cerbral Palsy of Westchester August 2009 - September 2010
AllianceBernstein March 2007 - August 2009
The Richman Group September 2005 - February 2007
Skills
Administrative..., Event Planning, Microsoft Office, Budgets, Public Relations, Invoicing, Management, Program Management, Microsoft Excel, SAP, PowerPoint, Microsoft Word, Customer Service
Education
SUNY Plattsburgh 2000 — 2004
B.A., Fine Arts
The Blackstone Group June 2012 - Present
Conscious Magazine March 2010 - Present
AllianceBernstein June 2007 - June 2012
The King's College August 2004 - June 2007
Spherion Staffing May 2006 - August 2006
Skills
Teaching, Problem Solving, Management, Customer Satisfaction, Microsoft Office, PowerPoint, Microsoft Excel, Project Management, Customer Service, Social Media Marketing, Business Analysis, Fundraising, Event Management, Outlook, Leadership, Access, Troubleshooting, Technical Support, Event Planning, Social Networking, System Administration, Training, Social Media, Team Leadership, Teamwork, Team Building, Editing, Process Improvement, Entrepreneurship, Active Directory, Windows 7, Advertising, Strategic Planning, Analysis
Education
The King's College 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
The King's College 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Federal Law Enforcement Training Centers/DHS June 2012 - Present
Federal Law Enforcement Training Centers/ DHS March 2009 - November 2012
United States Department of Defense March 2006 - May 2008
Northside Independent School District July 2001 - June 2005
South San ISD July 2000 - June 2001
AllianceBernstein November 1998 - August 2000
Sam's Club May 1991 - November 1998
Skills
Instructional Systems..., Curriculum Design, Curriculum Development, Curriculum Innovation, Training Needs Analysis, Organizational Needs..., Technology Needs..., Gap Analysis, Job Task Analysis, Survey Design, Survey Research, Focus Groups, Accreditation, Policy Analysis, Statistical Data..., Database Design, Statistical Software, Managing Database, Government Contracting, Project Management, Kirkpatrick's Four..., Bilingual-Spanish
Education
Valdosta State University 2011 — 2014
Ed.D., Curriculum & Instruction
University of Oklahoma 2006 — 2008
Masters, Human Relations
The University of Texas at San Antonio 2004 — 2005
Master of Arts, Education
Texas Woman's University 1995 — 1997
Bachelor of Science, Food & Nutrition in Business & Industry
CIT January 2015 - Present
Sigma2 Technologies LLC June 2010 - December 2014
AllianceBernstein October 2008 - August 2010
Drake Management LLC January 2005 - October 2008
Softheon February 2003 - December 2004
Skills
Hedge Funds, Risk Management, Alternative Investments, Portfolio Management, Software Development, Fixed Income, Derivatives, Equities, Asset Managment, Trading, Credit Derivatives, C#, Options, Bloomberg, Asset Allocation, Capital Markets, Equity Derivatives, Agile Methodologies, Investment Strategies, Investments, Scrum, Agile Project Management, Strategic Planning, Corporate Finance, Valuation
Education
Stony Brook University 1997 — 2001
BS, Computer Science
AB June 2015 - Present
AllianceBernstein June 2013 - June 2015
Barclays June 2012 - August 2012
JP Morgan June 2011 - December 2011
Corning Incorporated May 2011 - May 2011
Skills
Financial Analysis, Bloomberg, Research, Nonprofits, Public Speaking, Portfolio Management, Investment Management, Emerging Markets, Value Investing, Information Technology, Social Media, Leadership Development, Management, Public Policy, Investment Advisory, Coaching & Mentoring
Education
Syracuse University 2009 — 2013
Bachelor of Science, Finance/Information Technology
The Middlesex School 2005 — 2009
High school diploma, High School/Secondary Diplomas and Certificates
State Farm Insurance December 2011 - Present
Prudential Financial January 2007 - December 2011
AllianceBernstein March 1996 - January 2007
Skills
P&C Insurance, Life Insurance, Mortgage Lending, Consumer Lending, Mutual Funds, 529 Plans, Retail Banking, Financial Services, Series 6, Series 63, Fixed Annuities, Retirement, Banking, 401k, Commercial Insurance, Series 7, Wealth Management, Retirement Planning, Insurance, Investments, Loans
Education
Syracuse University 1990 — 1994
BS, Finance
Ranney School 1985 — 1990
Morgan Stanley Infrastructure August 2010 - Present
BK Communications Group December 2008 - July 2010
Pzena Investment Management September 2007 - October 2008
Brown Brothers Harriman February 2005 - May 2007
AllianceBernstein March 1999 - January 2005
Network Television May 1991 - August 2003
Metropolis Magazine March 1988 - April 1991
Skills
Marketing Communications, Newsletters, Messaging, Marketing Strategy, Integrated Marketing, Marketing Management, Writing, Brand Development, Strategic Communications, Internal Communications, Press Releases, Conferences
Education
State University of New York at Stony Brook
BA, English and Political Science
LendUp September 2015 - Present
San Francisco Public Library October 2014 - September 2015
Bernstein Global Wealth Management March 2014 - September 2014
AllianceBernstein March 2011 - March 2014
AllianceBernstein September 2007 - March 2011
GlobeTax Services Inc September 2006 - September 2007
Skills
Fixed Income, Equities, Asset Managment, Business Process, Data Analysis, Analysis, Hedge Funds, Portfolio Management, Asset Management, Project Management, Valuation, Social Media, Bloomberg, Research
Education
The George Washington University 2002 — 2006
BBA, Finance
CFA Level II Candidate
Bank of America May 2015 - Present
Ernst & Young LLP March 2011 - June 2013
TRANZACT March 2009 - February 2011
AllianceBernstein June 2005 - October 2008
Enterprise Solution Providers July 2004 - June 2005
Schonfeld Securities October 2003 - April 2004
Prudential Securities Inc. April 1999 - July 2003
Baan June 1998 - March 1999
Skills
T-SQL, XSD, XML, Use Case, SharePoint, Functional..., Process Flow, Quality Assurance, SQL Server, Access, Excel, MS Project, Visio, Requirements Analysis, Microsoft Excel, SDLC, SSIS, User Acceptance Testing, Business Requirements, Scrum, Software Documentation, Business Analysis, Requirements Gathering, VB.NET, Visual Basic, PMO, Data Warehousing, Software Development, Business Process, Data Mining, Agile Project Management, .NET, Analysis, Software Project..., Project Management, Systems Analysis, Test Planning, Databases, IT Management, Project Portfolio..., Microsoft SQL Server, Testing, VBA, Change Management, ERP, Data Modeling, Microsoft Project
Education
University of Wisconsin-Madison - School of Business 1994 — 1998
B.B.A., Finance and Economics (double major)
American University of Paris 1997 — 1997
Macroeconomics
Riverdale Country School 1989 — 1994
H.S. Diploma
AllianceBernstein May 2012 - Present
OEC October 2011 - April 2012
Manning Design Group January 2011 - February 2012
G@UT! Studio D'Architettura June 2009 - December 2010
Margaret Carter Interiors January 2010 - May 2010
Macy's Metro Center September 2009 - December 2009
CDM and Associates March 2008 - May 2008
Skills
Interior Design, Belle Arte, Disegni D'Architettura, SketchUp, Sketching, Vectorworks, Microsoft Office, Mac OS X, Painting, QuickBooks, Windows, Drawing, OS X, Art, Fine Art, Graphic Design, Illustrator, InDesign, Museums, Photography, Photoshop, Rendering, Space planning
Education
The George Washington University 2006 — 2010
Bachelor of Fine Arts
Linguaviva 2009 — 2009
Accademia Italiana 2008 — 2008
Point72 Asset Management (formerly SAC Capital) April 2015 - Present
AllianceBernstein November 2011 - April 2015
Tiger Asia Management (now Archegos Capital) September 2010 - September 2011
Skills
MATLAB, SQL, Haver,..., Fixed Income, Valuation, Hedge Funds, Bloomberg, Financial Modeling, Alternative Investments, Derivatives, Equity Research, Asset Management, Quantitative Finance
Education
Princeton University 2007 — 2011
PhD, Operations Research and Financial Engineering
The Cooper Union for the Advancement of Science and Art 2003 — 2007
Joint Bachelor's and Master's, Electrical Engineering
Northern Valley Demarest 2000 — 2003
J.P. Morgan Asset Management February 2012 - Present
J.P. Morgan May 2011 - February 2012
AllianceBernstein September 2010 - May 2011
AllianceBernstein December 2009 - September 2010
AllianceBernstein October 2007 - December 2009
Merrill Lynch November 2004 - September 2007
Education
Susquehanna University 2000 — 2004
Bachelor of Science (B.S.), Marketing
The Port Authority of NY and NJ December 2014 - Present
CMO - The Care Management Company of Montefiore Medical Center March 2014 - May 2014
Hamilton Cavanaugh &Assocs September 2011 - March 2013
Dimension Contracting Inc. September 2003 - September 2011
AllianceBernstein September 1996 - February 2003
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Typing, Shorthand, Outlook, Lotus Notes, Calendaring, Travel Management, Hotel Booking, Expense Reports, Gatekeeper, Client Billing, International Travel, Itineraries
Education
State University of New York Empire State College 2009 — 2014
Bachelor of Science (BS), Public Affairs/Public Policy, 3.55
Ramon Power y Giralt 1980 — 1982
high school, Business/Office Automation/Technology/Data Entry
Team P.R.omotion! LLC May 2012 - Present
AllianceBernstein June 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Visio, Microsoft Office, Access, Project Management, Financial Analysis, Customer Service, Public Speaking, Social Networking, Social Media, Budgets, Team Building, Team Leadership, Event Planning, Data Analysis, Strategic Planning, Leadership, Sales, Management, Salesforce.com, Project Planning, Photoshop, Outlook, Marketing, Business Analysis, Marketing Strategy, Time Management, Advertising, Analysis, Training, Process Improvement, Social Media Marketing, HTML, Market Research, MS Project, Facebook, Public Relations, Lead Generation, Online Marketing, Account Management, Marketing Communications, Event Management, Business Development, Contract Negotiation, Analytics, CRM, Product Development, Email Marketing
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Business and Technology
Twitter February 2014 - Present
AT&T AdWorks May 2013 - December 2013
AT&T AdWorks May 2011 - May 2013
Gannett Digital/USAToday.com July 2010 - May 2011
GameWear August 2008 - July 2010
AllianceBernstein April 2006 - April 2008
Education
The George Washington University - School of Business 2001 — 2005
BBA, Finance, Sports Management
State Street November 2011 - Present
AllianceBernstein May 2009 - October 2011
AllianceBernstein October 1997 - June 2009
Skills
Investments, Financial Modeling, Fixed Income, Alternative Investments, Hedge Funds, investment managment...
Education
SUNY Stony Brook 1993 — 1997
BS, Economics
The Alacer Group August 2012 - Present
Cocchi Tech Systems July 2004 - Present
AllianceBernstein September 2013 - July 2014
Cocchi Tech Systems & Consulting July 2011 - September 2013
SightSpan, Inc December 2009 - September 2011
SightSpan, Inc November 2010 - July 2011
SightSpan, Inc November 2010 - May 2011
SightSpan, Inc September 2010 - November 2010
SightSpan, Inc December 2009 - September 2010
IDB Bank January 2006 - November 2009
Skills
AML, KYC, USA PATRIOT Act, BSA, Bank Secrecy Act, OFAC, FFIEC, Technology Liaison, System Migration, Advanced SQL, MS Project, Visio, Program Management, Legacy Modernization, Data Access, Project Governance, Regulatory Risk, Series 7, Series 63, COBOL, VSAM, IBM Utilities, Syncsort, DB2/SQL, CICS, Intertest, SPUFI, IBM Mainframe, OS/390, Red Hat Linux, Suse, Microsoft Office, Oracle SQL, Stored Procedures, Microsoft Servers, Bash, Perl, Shell Scripting, Awk, SQL Server, Oracle, SQL, Microsoft SQL Server, Regulations, SDLC, Data Warehousing, Banking, Business Analysis, Systems Analysis, Vendor Management
Education
Chubb Institute of Technology 2000 — 2000
Certificate
State University of New York College of Agriculture and Technology at Morrisville 1990 — 1991
None
Sayville HS 1986 — 1990
NYS Regents w/ Honors
American Family Insurance July 2006 - Present
D R Horton Home Builders January 2000 - July 2006
AllianceBernstein 1998 - 2000
Skills
Commercial Claim, Large Loss, Claim, General Adjuster, Litigation, Training, Insurance, Management, Sales, Customer Service, Project Management, Customer Satisfaction, Business Analysis, Leadership, Property & Casualty..., Claims Management, property damage, commercial insurance, xactimate, property claims, insurance adjustment, Account Management
Education
Texas State University 1992 — 1993
Bachelor’s Degree, Business Administration and Management, General
University of Florida 1989 — 1992
Bachelor’s Degree, Business Administration and Management, General
Genesis Global Trading April 2015 - Present
SecondMarket, Inc. February 2008 - April 2015
AllianceBernstein July 1995 - February 2004
Skills
Series 7, Series 63, Series 24, Hedge Funds, Alternative Investments, Equities, Asset Management, Investment Strategies, Emerging Markets, FINRA, Portfolio Management, Securities, Fixed Income, Equity Trading, Corporate Finance, Sales, Bloomberg, Private Equity
Education
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
Classical High School 1987 — 1991
Northwestern Mutual August 2003 - Present
AllianceBernstein September 2000 - August 2003
AllianceBernstein 2000 - 2003
Skills
Investments, Equities, Hedge Funds, Finance, Wealth, Financial Services, Leadership, Wealth Management, Relationship Management, Strategic Financial..., Portfolio Management, Insurance, Asset Management, Fixed Annuities, Financial Risk, Estate Planning, Banking, Retirement Planning, Securities, Mutual Funds, Asset Allocation, Fixed Income, Series 63, Alternative Investments, Series 7, Investment Strategies, Financial Planning
Education
State University of New York College at Oswego 1997 — 2000
Finance
AllianceBernstein August 2010 - May 2012
McCoy College of Business- Student Managed Investment Fund Practicum January 2010 - May 2010
Texas State University August 2008 - May 2010
USAA May 2009 - July 2009
Education
Texas State University 2008 — 2010
Bachelor's, Finance
AllianceBernstein April 2013 - Present
AllianceBernstein March 2011 - April 2013
AllianceBernstein October 2008 - March 2011
AllianceBernstein September 2006 - October 2008
American Funds July 2005 - September 2006
American Funds November 2003 - July 2005
Skills
Mutual Funds, Investments, Management, Securities, Risk Management, Business Analysis, Process Improvement, Data Analysis, Microsoft Excel, Access, Project Management, Visio, Outlook, Microsoft Office, Analysis, Leadership
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Psychology Major (Business Minor), GPA 3.253/4.0
Grapevine High School 1995 — 1999
The Star-Ledger November 2009 - Present
AllianceBernstein 1995 - January 2011
PC Etc. September 1993 - June 1995
Skills
Analysis, Instructional Design, Interviewing, MS Project, Project Management, Process Improvement, Interviews, Management, Training, Leadership, ITIL, Business Analysis, Software Documentation, CRM, SDLC, Vendor Management, Visio, Business Process..., SharePoint, Team Leadership, Access, Databases, Enterprise Software, Project Planning, Integration, Software Project..., Business Process, IT Management
Education
Stony Brook University
BS, Electrical Engineering
AllianceBernstein June 2007 - Present
AllianceBernstein March 2006 - June 2007
Merck September 1999 - March 2006
Education
The College of New Jersey 1995 — 1999
BA, Chemistry
Mission Real Estate Group October 2010 - Present
Texas Auto Mart January 2009 - Present
Century 21 United-Northside September 2009 - September 2010
Magi Realty, Inc. May 2009 - August 2009
AllianceBernstein 2006 - 2007
Valero Energy Corporation 2006 - 2006
Skills
Property Management, Real Estate, Contract Negotiation, Real Estate Investment, Microsoft Office, Financial Analysis, Financial Modeling, Land Acquisition, Investment Properties, Investments, Marketing, Relocation
Education
Texas A&M University 2007 — 2008
Master of Real Estate, Land Economics and Real Estate
Trinity University 2003 — 2007
Bachelor of Science, Finance and Economics
Hiscox April 2012 - Present
Hiscox August 2011 - April 2012
Hiscox March 2009 - August 2011
AllianceBernstein February 2008 - March 2009
Travelers May 2007 - August 2007
Skills
Risk Management
Education
State University of New York at Stony Brook 2004 — 2007
B.S., Applied Mathematics & Statistics, Economics
Creative Office Pavilion September 2010 - Present
Office Resources, Inc. November 2008 - August 2010
EvensonBest LLC December 2007 - October 2008
NY Boston Terrier MeetUp group April 2006 - October 2008
ASI-Modulex June 2005 - December 2007
AllianceBernstein November 2004 - June 2005
YMCA of Greater New York November 2003 - November 2004
Citi September 1998 - October 2004
Empire Office February 1998 - August 1998
PML Furniture Group September 1993 - February 1998
Skills
Project Management
Education
Syracuse University 1989 — 1993
BFA, Interior Design
AB June 2015 — Present
Teaching, Learning + Technology August 2013 — May 2015
Stony Brook University January 2014 — December 2014
AllianceBernstein May 2014 — August 2014
Education
Stony Brook University 2011 — 2015
Bachelor of Science (BS)
East to West Management March 2009 - Present
Alliance Bernstein May 2007 - March 2009
AllianceBernstein 2007 - March 2009
Women's Sports Foundation May 2005 - April 2007
Education
Stony Brook University 2000 — 2004
USAA 2009 - Present
Lockheed Martin Information Technology 2009 - 2009
State of New Mexico 2008 - 2009
AllianceBernstein 2007 - 2008
Penson Financial Services 2006 - 2007
Skills
SDLC, Visio, Requirements Analysis, Business Analysis, Vendor Management
Education
Texas A&M University
MBA, Finance
Apex Fund Services (North America) August 2015 - Present
The Nottingham Company August 2014 - July 2015
AllianceBernstein January 2013 - July 2014
AllianceBernstein January 2012 - December 2012
AllianceBernstein August 2010 - December 2011
SEI August 2008 - August 2010
SEI November 2004 - August 2008
SEI Investments October 2003 - November 2004
SEI May 2000 - December 2003
Skills
Hedge Funds, Securities, Mutual Funds, Account Reconciliation, Valuation, Investments, Fund Accounting, Portfolio Accounting, Fund Of Funds, Financial Audits, K1 review, Corporate Actions, P&L Allocation, Bloomberg, Equities
Education
Stony Brook University 1996 — 1999
BA, Economics and Business Management Minor
Stony Brook University
KKR October 2013 - Present
Schmidt's / Walzwerk August 2008 - August 2013
AllianceBernstein March 2006 - August 2007
Riggs Bank, N.A. / PNC Financial Services Group June 2004 - June 2005
Education
The George Washington University - School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
BlackView Capital Advisors September 2014 - Present
UBS Investment Bank June 2012 - August 2014
AllianceBernstein November 2011 - June 2012
RBS Global Banking & Markets 2011 - 2011
Credit Suisse 2011 - 2011
Black Opal Equity LLC 2010 - 2011
Skills
Hedge Funds, Capital Markets, Valuation, Alternative Investments, Equities, Investment Banking, Derivatives, Fixed Income, Private Equity, Credit Derivatives, Financial Structuring, Bonds, LBO, Private Placements, Financial Modeling, Bloomberg, Emerging Markets, Asset Managment, Equity Research, Equity Valuation, Structured Products, Asset Management, Venture Capital, Leveraged Finance, High Yield, Securities, Structured Finance, Investment Management, Restructuring, Debt Restructuring, Distressed Debt, Business Valuation, Non-performing Loans, Loan Work-outs, Chapter 11, Bankruptcy, Leveraged Lending, Corporate Finance, Portfolio Management, Financial Analysis, Credit Analysis, Investment Strategies, Investment Advisory, Alternative Investment..., Shareholder Activism, Special Situations, Investments
Education
State University of New York Empire State College
B.S., Finance
Airgas May 2013 - Present
Airgas February 2013 - May 2013
Villanova University 2012 - 2013
AllianceBernstein 2000 - 2011
Education
Conestoga High School
Conestoga High School
Villanova University School of Business 2012 — 2013
Master of Business Administration (MBA), Finance & Real Estate
Syracuse University - Martin J. Whitman School of Management
B.S in Business Administration, Concentration in Finance
AllianceBernstein January 2000 - Present
Skills
Contract Negotiation, Supply Management, Spend Analysis, Strategic Sourcing, Vendor Management, Contract Management, Management, Outsourcing, Leadership, Strategy, Negotiation, Travel Management, Global Sourcing, RFP, Program Management, Project Management, Stakeholder Management, Procurement, Strategic Planning
Education
State University of New York Empire State College
B.S., Business/Economics
Sanders Capital 2009 - Present
AllianceBernstein 2000 - 2009
Sanford C. Bernstein 1988 - 2000
Education
The Cooper Union for the Advancement of Science and Art 1984 — 1988
BEEE, Electrical Engineering
Left Lane Cars LLC November 2011 - Present
AllianceBernstein August 2007 - October 2011
The Bank of New York Mellon December 2006 - August 2007
The New York Stock Exchange June 1997 - December 2002
Education
Stony Brook University 2004 — 2006
BA, Economics
JPMorgan Chase May 2012 - Present
AllianceBernstein April 2004 - May 2012
Skills
Mutual Funds, Hedge Funds, Bloomberg, Equities, Equity Trading, Fixed Income
Education
Stony Brook University 1999 — 2003
Staffing Advisors October 2014 - Present
Staffing Advisors February 2011 - October 2014
Development Resources July 2007 - February 2011
Fund for Arts and Culture in Central and Eastern Europe January 2006 - June 2007
The Madeira School July 2004 - June 2005
Hackley School December 2002 - June 2004
AllianceBernstein June 1997 - June 2002
Skills
Nonprofits, Fundraising, Volunteer Management, Public Speaking, Community Outreach, Grants, Grant Writing, Event Planning, Program Development, Strategic Planning
Education
Tufts University 1976 — 1980
BA, Art History
The George Washington University - School of Business
M.B.A., marketing
AllianceBernstein July 2010 - Present
AllianceBernstein January 2010 - July 2010
AllianceBernstein October 2006 - December 2009
Wealth Planning Group September 2004 - October 2006
Education
The Johns Hopkins University 1998 — 2002
BA, Political Science
The Montclair Kimberley Academy September 2009 - Present
AllianceBernstein June 2005 - March 2009
Education
The College of William and Mary - The Mason School of Business 2001 — 2005
William & Mary 2001 — 2005
St. Christopher's School 1997 — 2001
AllianceBernstein May 2000 - Present
Education
Stockton University 1994 — 1999
JRL Networks 2001 - Present
AllianceBernstein 1996 - 2001
Education
Suffolk County Community College
PricewaterhouseCoopers April 2012 - Present
AllianceBernstein May 2010 - March 2012
Center for Digital Literacy, Syracuse University September 2009 - May 2010
Syracuse University January 2010 - April 2010
Syracuse University 2008 - 2010
Corning Inc, Corning, NY June 2009 - August 2009
Citigroup December 2006 - December 2007
Skills
Visio, Excel, Risk Management, Management Consulting, SQL, Systems Analysis, SDLC, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Quality Assurance
Education
Syracuse University 2008 — 2010
Masters, Information Management
St Francis Institue OfTechnology 2002 — 2006
Bachelor of Engineering, Information Technology
University of Mumbai 2002 — 2006
Bachelors, Information Technology Engineering
OppenheimerFunds February 2015 - Present
Torchmark Corporation September 2013 - January 2015
Penn Mutual January 2013 - September 2013
AllianceBernstein August 2004 - December 2012
Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Allocation, Finance, Asset Management, Alternative Investments, Wealth Management, Life Insurance, Retirement Planning, Fixed Income, Insurance, Equities, Separately Managed..., Securities, Financial Services, Investment Strategies
Education
Rider University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Syracuse University 1989 — 1993
BS, Accounting
Goldman Sachs May 2014 - Present
AllianceBernstein June 2012 - May 2014
RBC Capital Markets March 2010 - June 2012
AllianceBernstein March 2007 - March 2010
Telcordia Technologies April 2000 - March 2007
Skills
SDLC, Trading Systems, SQL, SOA, Agile Methodologies
Education
Thapar Institute of Engineering and Technology 1990 — 1993
M.S., Computer Sciences
Legg Mason September 2008 - August 2009
Williams Lea December 2007 - July 2008
Morgan Stanley August 2004 - December 2007
AllianceBernstein February 1990 - August 2004
Alliance Capital Management 1990 - 2004
Skills
Negotiation, Marketing, CRM, Vendor Management, RFP, Budgets
Education
Stony Brook University 1977 — 1981
BA, Psychology
Voya Investment Management February 2012 - Present
American Century Investments July 2008 - February 2012
AllianceBernstein May 1998 - June 2008
Talbot Financial Services (Safeco) August 1997 - May 1998
GE Capital February 1987 - October 1996
NA 1900 - 1900
Skills
Mutual Funds, Financial Advisory, Retirement, Investments, Investment Advisory, Wealth Management, Business Planning, Fixed Annuities, Series 63, Financial Services, Customer Relations, Asset Allocation, Series 7, Managed Accounts, Retirement Services, Annuities, Series 65, Separately Managed..., Relationship Management, Alternative Investments, Managing Accounts, Customer Service
Education
The Evergreen State College 1981 — 2006
BA, Marketing and Finance
Morgan Stanley Private Wealth Management April 2011 - Present
Morgan Stanley August 2009 - April 2011
Morgan Stanley May 2007 - August 2009
AllianceBernstein October 2005 - April 2007
Skills
Series 7, Alternative Investments, Hedge Funds, Wealth Management, Creative Problem Solving, Equity Trading, Asset Allocation, Project Management
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance, Marketing, Economics (minor)
AllianceBernstein June 2005 - Present
Consultant Technologies June 2005 - Present
Education
Stony Brook University
BA, Business Management
Stony Brook University
BA, Business Management
Sumitomo Mitsui Banking Corporation April 2011 - Present
AllianceBernstein 2008 - July 2011
Advanced Computer Services 2008 - April 2011
JP Morgan Chase May 1999 - September 2008
JPMorgan Chase 1999 - 2008
Bristol-Myers Squibb 1998 - May 1999
Ernst & Young 1997 - 1998
Education
The Graduate Center, City University of New York
MS+, Computer Science
AllianceBernstein June 2013 - Present
AllianceBernstein October 2010 - June 2013
AllianceBernstein February 2010 - October 2010
AllianceBernstein January 2009 - February 2010
AllianceBernstein July 2007 - January 2009
Prudential Equity Group September 2006 - July 2007
Skills
Series 7, Series 63
Education
Stony Brook University
Bachelors, Business Administration
Amazon February 2015 - Present
Mattel, Inc. April 2014 - January 2015
Mattel August 2013 - April 2014
Mattel March 2011 - August 2013
Wilshire Associates October 2010 - March 2011
L-Nutra, Inc. June 2009 - September 2009
AllianceBernstein July 2007 - July 2008
Stantec June 2005 - July 2007
Skills
Strategy, Finance, Leadership, Management, Fixed Income, Financial Modeling, Financial Analysis, Valuation, Competitive Analysis, Analytics, Business Strategy, Forecasting, Retail Buying, Pricing Strategy, Portfolio Management, Inventory Management, Direct Import, Mergers & Acquisitions, Microsoft Excel
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance
The Cooper Union for the Advancement of Science and Art 2001 — 2005
Bachelor of Engineering, Civil Engineering
Overlook Hospital April 2013 - Present
AllianceBernstein 1987 - 2008
Alliance Bernstein LLP 1987 - 2008
Alliance Bernstein Asset Management 1987 - 2008
Skills
Asset Managment, Trading Systems, Portfolio Management, Securities, Alternative Investments, Financial Services, Equities, Hedge Funds, Corporate Actions, Fixed Income, SDLC, Currency, Derivatives, Capital Markets
Education
Trinitas School of Nursing 2009 — 2013
Associate's degree, Registered Nursing/Registered Nurse
The College of Wooster 1975 — 1979
BA, Political Science
New York State Unified Court System February 2015 - Present
Macy's April 2014 - February 2015
Taiim Cellar January 2013 - April 2014
First Transit October 2010 - March 2013
Morgan Stanley June 2010 - September 2010
Medidata Solutions January 2010 - June 2010
AllianceBernstein October 2007 - December 2008
AllianceBernstein June 2003 - October 2007
New York Stock Exchange August 2000 - August 2002
Skills
Accounting, Account Reconciliation, General Ledger, Financial Analysis, Accruals, Accounts Payable, Payroll, Invoicing, Employee Benefits, Software Documentation, Tax, Finance, Auditing, Budgets, Financial Reporting, Bank Reconciliation, Analysis, Spreadsheets, Fixed Assets, Financial Accounting, Time Management, Human Resources, Accounts Receivable, Sarbanes-Oxley Act, Management
Education
SUNY Empire State College 2013 — 2017
Bachelor, Accounting
Various Non Profit organizations September 2014 - Present
JPMorgan Asset Management November 2012 - August 2014
AllianceBernstein July 1995 - November 2012
Merrill Lynch July 1975 - July 1995
Skills
Asset Managment, Equities, Fixed Income, Investments, Mergers, Investment Management, Alternative Investments, Asset Allocation, Bonds, Capital Markets, Financial Modeling, Hedge Funds, High Net Worth..., Institutional..., Investment Banking, Mergers, Portfolio Management, Private Equity, Series 7, Trading, Venture Capital, Wealth Management
Education
University of North Carolina at Chapel Hill 1970 — 1975
BA
The London School of Economics and Political Science (LSE) 1973 — 1974
MKM Partners November 2010 - Present
Elevate Research / Soleil Securities July 2009 - November 2010
AllianceBernstein September 2007 - April 2009
Citigroup July 2003 - August 2007
Skills
Bloomberg, Equities, Equity Research, Portfolio Management, Hedge Funds, Series 7, Financial Modeling, Research, Capital Markets, Investments, Alternative Investments, Equity Valuation, Valuation
Education
Tufts University - The Fletcher School of Law and Diplomacy 1998 — 2000
MALD, Finance and Telecom
Swarthmore College 1991 — 1995
BA, Political Science
Phillips Academy 1987 — 1990
Santinelli International September 2012 - Present
Damianos Realty Group March 2010 - September 2012
IVI International April 2006 - December 2009
AllianceBernstein August 2005 - April 2006
Premier Home Health Care Services, Inc June 2001 - 2003
Skills
Microsoft Office, Office Management, Excel, Construction Documents, Contract Negotiation, Office Equipment, Administrative Support, Quickbooks, Database Management, Dreamweaver, Email Marketing, Project Coordination, Accounting, Administrative..., Calendaring, Construction, Customer Satisfaction, Contract Management, Customer Service, Database Admin, Due Diligence, Event Management, Facilities Management, General Ledger, Invoicing, Management, Marketing, Microsoft Excel, Microsoft Word, Office Administration, Outlook, Peachtree, PowerPoint, Project Management, Proposal Writing, QuickBooks, Real Estate, Social Media, Social Networking, Spreadsheets, Team Building, Time Management, Training
Education
Suffolk County Community College 2011 — 2011
Associate of Science (A.S.), Business Administration, Management and Operations
Westchester Community College
Associate of Science (A.S.), Business Administration and Management, General
St. Catherine's Academy
DRW Trading Group August 2009 - Present
Brevan Howard June 2008 - March 2009
RBS Greenwich Capital May 2005 - April 2008
AllianceBernstein August 2004 - May 2005
Skills
Bloomberg, Government Bonds, Interest Rate Swaps, Commodity Markets, Treasurers, Relative Value Trading, VBA, Futures Trading, Microsoft Excel, Financial Modeling, Options, Retirement Planning, Hedge Funds, Investments, Financial Analysis, Banking
Education
The Johns Hopkins University 2001 — 2003
Economics
Swarthmore College 1999 — 2000
TZHS
Confidential - Global Logistics Organization May 2015 - Present
WEICHERT REALTORS BEST BEACH REAL ESTATE March 2015 - Present
Robert Half Management Resources November 2013 - December 2014
Robert Half Finance & Accounting May 2011 - October 2013
Teeka Tan Suncare, Inc. January 2010 - July 2011
Bnai Zion Foundation March 2009 - August 2009
Robert Half International January 2006 - April 2009
Stern Stewart & Co. 2002 - 2003
AllianceBernstein 2000 - 2002
Skills
Strategic Planning, Financial Analysis, New Business Development, Spanish, Financial Modeling, Business Development, Management, Training, Budgets, Finance, Sales, Recruiting, Accounting, Leadership, Microsoft Office, Management Consulting, Microsoft Excel, Account Management, Analysis, Temporary Placement, Performance Management, English, Fundraising, Talent Management, Forecasting, Project Management, Human Resources, Technical Recruiting, Executive Search, Talent Acquisition, Sourcing, Employee Relations
Education
Tel Aviv University 2003 — 2005
MA, Middle Eastern Studies
State University of New York College at Plattsburgh 1998 — 2001
BS, 1. Accounting 2. International Business
AllianceBernstein October 2012 - Present
AllianceBernstein September 2006 - October 2012
Skills
Series 7, Investments, Asset Management, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Sales, Equities, Financial Markets, Financial Analysis, Asset Managment, Zephyr, SMA
Education
The Catholic University of America 2001 — 2005
Bachelor of Science and Bacher of Arts, Marketing
Prudential Financial July 2013 - Present
BlackRock July 2012 - June 2013
AllianceBernstein August 2007 - March 2012
AllianceBernstein 2003 - 2007
Alliance Capital LP 2000 - 2003
GAB Robins Insurance (ITS/SGS division) April 1997 - August 2000
Skills
SDLC, Business Analysis, Asset Managment, Portfolio Management, Vendor Management, Program Management, Fixed Income, Risk Management, SQL, Equities, Requirements Analysis, Business Process..., Investment Banking, Software Development, SOA, Asset Management, Mutual Funds, Project Management, C#, Software Project..., Access, Business Development, Web Applications, Leadership, Analysis, Management, Financial Risk, Market Data, Business Process, Derivatives, Visio, Capital Markets, CRM, Bloomberg, Trading Systems, Investments, Investment Management, Sybase, Microsoft SQL Server, Asset Allocation, Requirements Gathering, Financial Services, Relationship Management, Hedge Funds, Enterprise Software, Securities, Electronic Trading, Data Analysis, Trading, VBA
Education
Stevens Institute of Technology 1999 — 2001
Master of Sience, Management Information Systems, 3.8
Moscow State Automotive University 1977 — 1982
Master of Science (M.S.), Systems Engineering, 4.7
Cortburg Retirement Planning January 2014 - Present
Aronov Wealth Management Independence powered by LPL Financial November 2011 - December 2013
Chase Investment Services April 2007 - November 2011
AllianceBernstein January 2000 - April 2007
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Fixed Annuities, Alternative Investments, 401k, Asset Managment, Wealth Management, Fixed Income, Portfolio Management, Life Insurance, Investment Advisory, Retirement, Long-term Care, Term Life Insurance, Healthcare, Estate Planning, Wealth, Asset Management, Financial Services, FINRA, Finance, IRAs, Investment Strategies, Strategic Financial..., Series 6, Investment Management, Investments, Financial Planning
Education
State University of New York at Stony Brook 1989 — 1993
Philosophy
Dov Revel
Graham Capital Management, L.P. July 2013 - Present
AllianceBernstein June 2008 - February 2012
Bear Stearns December 2005 - June 2008
Skills
Investment Strategies, Equity Valuation, Trading Systems, Investment Banking, Asset Management, Financial Analysis, Emerging Markets, Energy, Equity Research, Competitive Analysis, Commodity Markets, Equities, Quantitative Analytics, Corporate Finance, Series 7, Trading, Series 63, Capital Markets, Fundamental Analysis, Due Diligence, Private Equity, Fixed Income, Hedge Funds, Options, Bloomberg, Investment Advisory, Analysis, Mergers & Acquisitions, Investment Management, Buy-side, Alternative Investments, Financial Modeling, Securities, Portfolio Management, Finance, Portfolio Optimization, Commodity, Financial Markets, Sell Side, Derivatives, Stock Picking, Quantitative Finance, Corporate Development, Valuation, Venture Capital, Electronic Trading, Investments, Value Investing, Risk Management, Mutual Funds
Education
Texas A&M University
Master of Science, Economics
Texas A&M University
Bachelor of Science (B.S.), Industrial Engineering
Charles River Development July 2012 - Present
Charles River Development May 2011 - August 2012
AllianceBernstein February 2003 - April 2011
Skills
Equities, Fixed Income, Series 7, Hedge Funds, SDLC, Asset Management, Alternative Investments, Bloomberg, Trading Systems, Portfolio Management
Education
Syracuse University 1998 — 2002
Bachelor of Science (B.S.), Finance and Marketing
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
Bachelors, Finance, Marketing, Economics
AllianceBernstein September 1999 - Present
Skills
Portfolio Management, Management, Auditing, Access, Asset Managment, Mutual Funds, Business Process...
Education
Texas A&M University 1991 — 1995
BS, Economics
AllianceBernstein March 2013 - Present
AllianceBernstein June 2011 - Present
New York Presbyterian Hospital January 2004 - Present
Northwestern Mutual, Inc May 2010 - August 2010
Dinos Pizza May 2009 - August 2009
Marina Del Rey October 2008 - February 2009
Fisher Construction CompanySummer 2008 May 2008 - August 2008
Skills
Retirement Planning, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Sales, Financial Analysis, Customer Service, Finance, Financial Modeling, Research, Training, Analysis
Education
The Catholic University of America 2008 — 2012
Bachelor of Science (BS), Finance & Economics
Cardinal Spellman High School
The Catholic University of America
Finance; Accounting, Management; Economics
UBS Investment Bank January 2011 - Present
AllianceBernstein July 2007 - January 2011
Education
The College of William and Mary - The Mason School of Business
Argo Group International Holdings, Ltd. November 2014 - Present
Argo Group International Holdings, Ltd. January 2013 - November 2014
BBVA May 2012 - December 2012
EuroConsult, Inc. March 2012 - May 2012
Chiron Capital May 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Chicago Investment Group May 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Investment Banking, Capital IQ, Equities, Bloomberg Terminal, Financial Modeling, Corporate Finance, Valuation, Fixed Income, Investments, DCF, Microsoft Excel, Equity Research
Education
The George Washington University
Bachelor of Science, Economics
RealtyMogul.com April 2015 - Present
Hunt Companies, Inc October 2009 - April 2015
Taum Sauk Capital April 2008 - October 2009
AllianceBernstein April 2006 - April 2008
Merrill Lynch Investment Management (Acquired by Blackrock) January 2003 - April 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Asset Management, Equity Research, Structured Finance, Capital Markets, Portfolio Management, Finance, Private Equity, Real Estate Economics, Financial Analysis, Investments, Real Estate, Equities, Due Diligence
Education
The College of New Jersey 2002 — 2005
Bachelor's degree, Finance
AllianceBernstein June 2006 - Present
G.X. Clarke & CO May 2005 - December 2005
Haver Analytics June 2004 - August 2004
Skills
Fixed Income, Investments, Portfolio Management, Finance, Investment Management, Wealth Management, Bonds
Education
Stevens Institute of Technology 2002 — 2006
Master of Science, Pure and Applied Mathematics
Stevens Institute of Technology 2002 — 2006
Bachelor of Science, Mathematical Sciences
Goldman Sachs Asset Management June 2014 - Present
AllianceBernstein June 2007 - June 2014
Morgan Stanley Smith Barney August 2006 - June 2007
JP Morgan Chase September 2004 - August 2006
Lehman Brothers June 2001 - September 2004
Skills
Equities, Asset Management, SQL, Technical Support, Order Management, Unix Shell Scripting, Electronic Trading, Equity Trading, Unix, Series 7, Trading Systems, Trading, Sybase, Market Data, Capital Markets
Education
Stony Brook University 1998 — 2001
B.E, Computer Engineering
AB August 2015 - Present
AllianceBernstein January 2013 - Present
ING May 2012 - December 2012
Belpointe Asset Management LLC May 2011 - August 2011
Skills
Market Research, Team Management, Word, Microsoft Office, PowerPoint, Linear Programming, Microsoft Excel, Microsoft Word, Leadership, Wealth Management, SQL, Microsoft Access, Risk Management, Investments, Banking, Portfolio Management, Insurance, Fixed Income, Asset Allocation, Financial Analysis, Alternative Investments, Tax-advantaged..., Estate Planning, Taxation of Trusts
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA), Finance and Management
Stony Brook University 2008 — 2012
B.A., Economics
Bronx High School of Science 2004 — 2008
First Investors September 2013 - Present
Prudential Investments April 2010 - August 2011
Prudential Investments January 2007 - March 2010
Standard & Poor's May 2006 - December 2006
AllianceBernstein October 2002 - February 2006
AllianceBernstein January 1996 - October 2002
Skills
Separately Managed..., Mutual Funds, Series 63, Alternative Investments, Series 7, Relationship Management, Series 26, 529 Plans, 401k, Retirement Planning
Education
Syracuse University
AllianceBernstein February 2015 - Present
Vanguard May 2014 - February 2015
Skills
Team Leadership, Communication, Public Speaking, Organizational..., Microsoft Office, Financial Analysis, Analysis
Education
Lafayette College 2010 — 2014
Bachelor's Degree, Economics
London School of Economics and Political Science 2012 — 2012
Political Economy
AllianceBernstein June 2011 - Present
Skills
Financial Modeling
Education
The George Washington University
BBA, Accounting
AllianceBernstein October 2000 - Present
Sanford C. Bernstein August 1985 - September 2000
Education
State University of New York College at Oswego 1979 — 1983
Economics and Psychology
J.M. Franklin & Company, LLC September 2012 - Present
AllianceBernstein 2000 - 2012
AIFS 1997 - 2000
Skills
Financial Services, Marketing Communications
Education
SUNY Plattsburgh 1992 — 1997
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
AllianceBernstein January 2013 - Present
AllianceBernstein October 2007 - January 2013
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Fixed Income, Interest Rate..., Credit Derivatives, Equity Derivatives, Economics, Portfolio Management
Education
The College of Idaho 2003 — 2007
Bachelor of Science (BS), Chemistry, Mathematics & Physics
US Global Investors June 2012 - Present
American Funds January 2007 - June 2011
AllianceBernstein July 2000 - October 2006
Skills
Series 7 licensed. Over...
Education
Texas Wesleyan University 1980 — 1984
BBA, Business Administration and Management, General
NYC Dept of Education September 2004 - Present
AllianceBernstein March 1986 - March 1998
AllianceBernstein February 1986 - March 1998
Skills
Teaching &Tutoring..., PowerPoint, Microsoft Word, Tutoring, Classroom, Elementary Education, K-12, Teaching
Education
SUNY Empire State College
Touro College
Partners National Real Estate Group October 2013 - Present
Guitar Center November 2011 - December 2012
Pinnacle Security May 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Skills
Market Research, Corporate Real Estate, Direct Sales, Sales Presentations, Short Sales, Sales Process
Education
Texas Christian University 2009 — 2012
Bachelor of Science (BS), Communication, General
The John Cooper School 2005 — 2008
Standard Chartered Bank 2006 - 2013
Jemmco Capital April 2005 - January 2006
AllianceBernstein August 2003 - January 2005
Gramercy Funds Management LLC ("Gramercy") November 2001 - August 2003
Skills
FX trading, FX Options, FX Derivatives, LATAM, FX Hedging, FX Spot, FX Swaps, Options, Fixed Income, Futures Trading, Currency Futures, Financial Futures, CDS, Equity Trading, Electronic Trading, Agency MBS, Distressed Debt, Settlement Agreements, Debt Settlement, P&L Analysis, Settlement, Middle Office, Euroclear, Bloomberg Terminal, Reuters 3000, Emerging Markets, Hedge Funds, Swaps, Market Research, ISDA, Credit Risk, Credit Derivatives, FX Trading
Education
The Citadel