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
Doris Meister Doris Meister's AllianceBernstein Experience September 2004 - August 2009
Job President, US Markets at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2009 - Present
AllianceBernstein September 2004 - August 2009
Merrill Lynch March 1999 - March 2004
Education
Smith College
AB, Economics
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance and Marketing
BNY Mellon September 2009 - Present
AllianceBernstein September 2004 - August 2009
Merrill Lynch March 1999 - March 2004
Education
Smith College
AB, Economics
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance and Marketing
Eric Henderson Eric Henderson's AllianceBernstein Experience March 2013 - June 2014
Job MBA Candidate at USC Marshall School of Business
Industry Financial Services
Experience
USC Marshall School of Business 2014 - Present
AllianceBernstein March 2013 - June 2014
AllianceBernstein April 2011 - February 2013
IBM May 2009 - July 2009
Skills
Microsoft Excel, Finance, PowerPoint, Spanish, Portfolio Management, Valuation, Accounting, Series 7, Team Building, Equities, Investments, Wealth Management
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Trinity University 2006 — 2010
Bachelor of Science (B.S.), Business Administration
USC Marshall School of Business 2014 - Present
AllianceBernstein March 2013 - June 2014
AllianceBernstein April 2011 - February 2013
IBM May 2009 - July 2009
Skills
Microsoft Excel, Finance, PowerPoint, Spanish, Portfolio Management, Valuation, Accounting, Series 7, Team Building, Equities, Investments, Wealth Management
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Trinity University 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Belle Watson Belle Watson's AllianceBernstein Experience August 2000 - Present
Job Assistant Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein August 2000 - Present
Victoria's Secret January 1989 - August 1999
Education
The University of Texas at San Antonio
Bachelor of Arts (B.A.), Spanish Language and Literature
AllianceBernstein August 2000 - Present
Victoria's Secret January 1989 - August 1999
Education
The University of Texas at San Antonio
Bachelor of Arts (B.A.), Spanish Language and Literature
Scott Ashley Scott Ashley's AllianceBernstein Experience October 2008 - Present
Job AO/Operations Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein October 2008 - Present
Delta Air Lines February 1991 - June 2008
Skills
Microsoft Excel, Mutual Funds, Financial Modeling, Financial Analysis, Investments, Financial Reporting, Analysis, Accounting, Asset Management, Finance, Equities, Microsoft Office, Microsoft Access, Microsoft Word, Airline Ticketing, Valuation, Airline Reservations, Management, Access, Financial Services
Education
The University of Texas at Arlington 1987 — 1990
Bachelor of Business Administration (BBA), Accounting
AllianceBernstein October 2008 - Present
Delta Air Lines February 1991 - June 2008
Skills
Microsoft Excel, Mutual Funds, Financial Modeling, Financial Analysis, Investments, Financial Reporting, Analysis, Accounting, Asset Management, Finance, Equities, Microsoft Office, Microsoft Access, Microsoft Word, Airline Ticketing, Valuation, Airline Reservations, Management, Access, Financial Services
Education
The University of Texas at Arlington 1987 — 1990
Bachelor of Business Administration (BBA), Accounting
Shannon Harkins Morton, CFA Shannon Harkins Morton, CFA's AllianceBernstein Experience 2007 - 2009
Job Director, Global Investment Strategist at BlackRock
Industry Investment Management
Experience
BlackRock October 2014 - Present
BlackRock August 2013 - Present
Covariance Capital Management February 2011 - August 2013
AllianceBernstein 2007 - 2009
AIM Investments 1994 - 2007
Education
The University of Texas at Austin 1990 — 1994
BBA, Finance / Spanish
The University of Salamanca, Spain 1993 — 1993
Spanish
BlackRock October 2014 - Present
BlackRock August 2013 - Present
Covariance Capital Management February 2011 - August 2013
AllianceBernstein 2007 - 2009
AIM Investments 1994 - 2007
Education
The University of Texas at Austin 1990 — 1994
BBA, Finance / Spanish
The University of Salamanca, Spain 1993 — 1993
Spanish
Ruokun (Ricky) Huang Ruokun (Ricky) Huang's AllianceBernstein Experience May 2012 - Present
Job AVP/Fixed Income Quantitative Research Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2012 - Present
China Government Securities Depository Trust & Clearing Co. Ltd. July 2011 - August 2011
CINDA Asset Management Corporation June 2011 - July 2011
Skills
VBA, R, SQL, Matlab, C#, SAS, C, LaTeX, T-SQL, Business Intelligence..., Oracle SQL, Point, Windows Batch, Bloomberg API, shiny, Statistics, Bloomberg Terminal, Financial Engineering
Education
Cornell University 2010 — 2012
Master of Engineering, Financial Engineering, 3.96/4
Tsinghua University 2006 — 2010
BS, Finance, 91.2/100
High School Affiliated to Renmin University of China 2003 — 2006
Science
AllianceBernstein May 2012 - Present
China Government Securities Depository Trust & Clearing Co. Ltd. July 2011 - August 2011
CINDA Asset Management Corporation June 2011 - July 2011
Skills
VBA, R, SQL, Matlab, C#, SAS, C, LaTeX, T-SQL, Business Intelligence..., Oracle SQL, Point, Windows Batch, Bloomberg API, shiny, Statistics, Bloomberg Terminal, Financial Engineering
Education
Cornell University 2010 — 2012
Master of Engineering, Financial Engineering, 3.96/4
Tsinghua University 2006 — 2010
BS, Finance, 91.2/100
High School Affiliated to Renmin University of China 2003 — 2006
Science
Javier Alvarez-Isasi, LEED AP BD+C's AllianceBernstein Experience March 2010 - September 2011
Job Architect at Adamson Associates Architectes
Industry Architecture & Planning
Experience
Adamson Associates Architects June 2013 - Present
My self only September 2011 - Present
SUPERSTRUCTURES: Engineers + Architects 2012 - 2013
AllianceBernstein March 2010 - September 2011
St. John's University 2009 - 2011
Swanke Hayden Connell Architects 2009 - 2010
Perkins Eastman June 2006 - June 2008
STV 2004 - 2006
Skills
Microsoft Office, Revit, AutoCAD, Adobe Creative Suite, Aperture, Project Management, Facilities Management, Leadership, Research, Outlook, Management, Submittals, Interior Design, Budgets, Construction, Training, Team Building, Strategic Planning, Project Planning, Contract Management, Architecture, Customer Service, Photoshop, Residential Homes, Design Research, Sustainability, InDesign, Project Coordination, PowerPoint, Analysis, Construction Management, Proposal Writing
Education
Saint John's University 2009 — 2011
2011, International Communications
Universidad Nacional Autónoma de México 1996 — 1998
Master of Architecture (M.Arch.), Architectural and Building Sciences/Technology
Instituto Tecnologico de Pachuca 1990 — 1994
Bachelor of Architecture (B.Arch.), Architectural Engineering
Adamson Associates Architects June 2013 - Present
My self only September 2011 - Present
SUPERSTRUCTURES: Engineers + Architects 2012 - 2013
AllianceBernstein March 2010 - September 2011
St. John's University 2009 - 2011
Swanke Hayden Connell Architects 2009 - 2010
Perkins Eastman June 2006 - June 2008
STV 2004 - 2006
Skills
Microsoft Office, Revit, AutoCAD, Adobe Creative Suite, Aperture, Project Management, Facilities Management, Leadership, Research, Outlook, Management, Submittals, Interior Design, Budgets, Construction, Training, Team Building, Strategic Planning, Project Planning, Contract Management, Architecture, Customer Service, Photoshop, Residential Homes, Design Research, Sustainability, InDesign, Project Coordination, PowerPoint, Analysis, Construction Management, Proposal Writing
Education
Saint John's University 2009 — 2011
2011, International Communications
Universidad Nacional Autónoma de México 1996 — 1998
Master of Architecture (M.Arch.), Architectural and Building Sciences/Technology
Instituto Tecnologico de Pachuca 1990 — 1994
Bachelor of Architecture (B.Arch.), Architectural Engineering
Ryanne Vela Ryanne Vela's AllianceBernstein Experience January 2008 - July 2008
Job Pursuit Manager at Rackspace, the #1 managed cloud company
Industry Information Technology and Services
Experience
Rackspace, the #1 managed cloud company November 2014 - Present
Rackspace, the #1 managed cloud company December 2013 - Present
Rackspace, the #1 managed cloud company May 2012 - November 2013
Rackspace, the #1 managed cloud company March 2011 - August 2012
Rackspace, the #1 managed cloud company July 2010 - February 2011
Fundacion Vicente Ferrer September 2008 - December 2008
AllianceBernstein January 2008 - July 2008
Skills
Cloud Computing, SaaS, Managed Hosting, Email Hosting, Website Support, Application Hosting, New Venture Development, Technology Strategy..., Sales Enablement, ITIL Certified, Salesforce.com, Technology Product..., Management, Leadership, Cross-functional Team..., Teamwork, Sales Operations, Negotiation, Contract Negotiation, Account Management, Solution Selling, Managed Services, Sales Process, Networking, Strategy, Business Development, Strategic Partnerships, PaaS, Direct Sales, Enterprise Software, Program Management, Process Improvement, Channel Partners, Project Management, Professional Services, CRM, Data Center, Lead Generation, Sales, Selling, Demand Generation, Virtualization, Wine, Fishing, Golf
Education
The University of Texas at San Antonio 2006 — 2010
Undergraduate, International Business
Universitat de Illes Balears 2008 — 2008
N/A, Business in Spanish
Universidad Iberoamericana Mexico 2007 — 2007
International Business, Spanish
Svendborg Erhvervsskole 2005 — 2006
Certificate of Completion, Business/Danish
Rackspace, the #1 managed cloud company November 2014 - Present
Rackspace, the #1 managed cloud company December 2013 - Present
Rackspace, the #1 managed cloud company May 2012 - November 2013
Rackspace, the #1 managed cloud company March 2011 - August 2012
Rackspace, the #1 managed cloud company July 2010 - February 2011
Fundacion Vicente Ferrer September 2008 - December 2008
AllianceBernstein January 2008 - July 2008
Skills
Cloud Computing, SaaS, Managed Hosting, Email Hosting, Website Support, Application Hosting, New Venture Development, Technology Strategy..., Sales Enablement, ITIL Certified, Salesforce.com, Technology Product..., Management, Leadership, Cross-functional Team..., Teamwork, Sales Operations, Negotiation, Contract Negotiation, Account Management, Solution Selling, Managed Services, Sales Process, Networking, Strategy, Business Development, Strategic Partnerships, PaaS, Direct Sales, Enterprise Software, Program Management, Process Improvement, Channel Partners, Project Management, Professional Services, CRM, Data Center, Lead Generation, Sales, Selling, Demand Generation, Virtualization, Wine, Fishing, Golf
Education
The University of Texas at San Antonio 2006 — 2010
Undergraduate, International Business
Universitat de Illes Balears 2008 — 2008
N/A, Business in Spanish
Universidad Iberoamericana Mexico 2007 — 2007
International Business, Spanish
Svendborg Erhvervsskole 2005 — 2006
Certificate of Completion, Business/Danish
Brian Kozicki Brian Kozicki's AllianceBernstein Experience June 2006 - June 2013
Job Senior Managing Partner at Harmony Capital Advisors
Industry Financial Services
Experience
Harmony Capital Advisors June 2013 - Present
AllianceBernstein June 2006 - June 2013
Northern Trust Corporation June 2003 - March 2006
Northern Trust Corporation August 2000 - June 2003
PwC August 1992 - December 1997
Education
The University of Chicago Booth School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (B.Sc.), Accounting and Business/Management
Harmony Capital Advisors June 2013 - Present
AllianceBernstein June 2006 - June 2013
Northern Trust Corporation June 2003 - March 2006
Northern Trust Corporation August 2000 - June 2003
PwC August 1992 - December 1997
Education
The University of Chicago Booth School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science (B.Sc.), Accounting and Business/Management
Janine Davis Janine Davis's AllianceBernstein Experience February 2011 - December 2012
Job
Industry Executive Office
Experience
Bernstein Private Wealth Management April 2015 - Present
Macquarie Group July 2013 - March 2015
AllianceBernstein February 2011 - December 2012
Medical University of South Carolina January 2008 - May 2010
Macquarie Group December 2005 - November 2007
Phoenix Fence Company June 2003 - June 2005
Skills
Outlook, Spreadsheets, Microsoft Excel, Administrative..., PowerPoint, Microsoft Word, Microsoft Office, Executive Support, Events Coordination, Travel Arrangements, Expense Reports, Presentations, Ordering Office Supplies, Administrative..., Time Management, Telephone Skills, Organization, Office Management, Office Equipment, Office Administration, Fax, Expenses, Data Entry, Confidentiality, Adobe Acrobat, Administrative Work, Invoicing, QuickBooks, Accounts Receivable, Accounts Payable, Process Scheduler, Payroll, Administration, Microsoft Publisher, Human Resources
Education
University of Phoenix 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Trident Technical College 2007 — 2009
Associate's degree, Business Information Systems
Bernstein Private Wealth Management April 2015 - Present
Macquarie Group July 2013 - March 2015
AllianceBernstein February 2011 - December 2012
Medical University of South Carolina January 2008 - May 2010
Macquarie Group December 2005 - November 2007
Phoenix Fence Company June 2003 - June 2005
Skills
Outlook, Spreadsheets, Microsoft Excel, Administrative..., PowerPoint, Microsoft Word, Microsoft Office, Executive Support, Events Coordination, Travel Arrangements, Expense Reports, Presentations, Ordering Office Supplies, Administrative..., Time Management, Telephone Skills, Organization, Office Management, Office Equipment, Office Administration, Fax, Expenses, Data Entry, Confidentiality, Adobe Acrobat, Administrative Work, Invoicing, QuickBooks, Accounts Receivable, Accounts Payable, Process Scheduler, Payroll, Administration, Microsoft Publisher, Human Resources
Education
University of Phoenix 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Trident Technical College 2007 — 2009
Associate's degree, Business Information Systems
Sharon Powell Sharon Powell's AllianceBernstein Experience August 2009 - July 2011
Job Entreprenur
Industry Consumer Services
Experience
Confidential Search Solutions December 2013 - September 2014
TFI Resources February 2013 - June 2013
AllianceBernstein August 2009 - July 2011
AllianceBernstein September 2005 - August 2009
Capital Group 1990 - 2003
UT Health Science Center at San Antonio 1980 - 1990
Skills
Recruiting, Talent Management, Onboarding, Interviews, Employee Relations, Human Resources, Performance Management, Temporary Placement, Training, Coaching, New Hire Orientations, Management, Contract Recruitment, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Employee Benefits, HR Policies, Temporary Staffing, College Recruiting, Team Building, Career Development, Taleo, Hiring, Sourcing, Staffing Services, Executive Search, Team Management, Internet Recruiting, Resume Writing, Management Consulting, Customer Service, Leadership Development, Screening, Screening Resumes, Staff Development, HRIS, Workforce Planning, Benefits Negotiation, Benefits Administration, Supervisory Skills, Mentoring, SDLC, Employee Engagement, Personnel Management, Employee Training, Succession Planning, Customer Relations, Interviewing, Direct Sales
Education
The University of Texas at San Antonio 1987 — 1989
B.A.
Holmes
Confidential Search Solutions December 2013 - September 2014
TFI Resources February 2013 - June 2013
AllianceBernstein August 2009 - July 2011
AllianceBernstein September 2005 - August 2009
Capital Group 1990 - 2003
UT Health Science Center at San Antonio 1980 - 1990
Skills
Recruiting, Talent Management, Onboarding, Interviews, Employee Relations, Human Resources, Performance Management, Temporary Placement, Training, Coaching, New Hire Orientations, Management, Contract Recruitment, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Employee Benefits, HR Policies, Temporary Staffing, College Recruiting, Team Building, Career Development, Taleo, Hiring, Sourcing, Staffing Services, Executive Search, Team Management, Internet Recruiting, Resume Writing, Management Consulting, Customer Service, Leadership Development, Screening, Screening Resumes, Staff Development, HRIS, Workforce Planning, Benefits Negotiation, Benefits Administration, Supervisory Skills, Mentoring, SDLC, Employee Engagement, Personnel Management, Employee Training, Succession Planning, Customer Relations, Interviewing, Direct Sales
Education
The University of Texas at San Antonio 1987 — 1989
B.A.
Holmes
Laila MacGregor's AllianceBernstein Experience August 2000 - September 2004
Job Senior Project Manager at EvensonBest LLC
Industry Furniture
Experience
EvensonBest LLC September 2004 - Present
AllianceBernstein August 2000 - September 2004
Skills
Space Planning, Furniture, Interior Design, Budgets, Project Management, Contract Negotiation, Furnishings, Interior Architecture, Account Management, New Business Development
Education
University at Albany, SUNY 1995 — 2000
BA, Political Science / Business
EvensonBest LLC September 2004 - Present
AllianceBernstein August 2000 - September 2004
Skills
Space Planning, Furniture, Interior Design, Budgets, Project Management, Contract Negotiation, Furnishings, Interior Architecture, Account Management, New Business Development
Education
University at Albany, SUNY 1995 — 2000
BA, Political Science / Business
Kylie B. Ross's AllianceBernstein Experience September 2011 - April 2014
Job Business Management
Industry Financial Services
Experience
AllianceBernstein September 2011 - April 2014
AllianceBernstein June 2008 - September 2011
AllianceBernstein October 2005 - June 2008
AllianceBernstein May 2004 - October 2005
Skills
Series 7, Series 63, Risk Management, Financial Services, Wealth Management, Investments, Project Management, Business Development, CRM, Change Management, FINRA, High Net Worth..., Client Service, Client Relationship..., Training, Series 9, Series 10, Talent Development, Recruitment/Retention, Dispute Resolution, Interview Coaching, Conflict Resolution, Client Services, Talent Management, Relationship Management, Management, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Retention, Account Management, Performance Management
Education
The University of Texas at Arlington 2000 — 2002
Bachelor of Business Administration, Accounting
Corsicana High School 1994 — 1998
AllianceBernstein September 2011 - April 2014
AllianceBernstein June 2008 - September 2011
AllianceBernstein October 2005 - June 2008
AllianceBernstein May 2004 - October 2005
Skills
Series 7, Series 63, Risk Management, Financial Services, Wealth Management, Investments, Project Management, Business Development, CRM, Change Management, FINRA, High Net Worth..., Client Service, Client Relationship..., Training, Series 9, Series 10, Talent Development, Recruitment/Retention, Dispute Resolution, Interview Coaching, Conflict Resolution, Client Services, Talent Management, Relationship Management, Management, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Customer Retention, Account Management, Performance Management
Education
The University of Texas at Arlington 2000 — 2002
Bachelor of Business Administration, Accounting
Corsicana High School 1994 — 1998
David Streeter David Streeter's AllianceBernstein Experience August 2002 - February 2007
Job VP/Compliance Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2007 - Present
AllianceBernstein August 2002 - February 2007
Skills
AML, Banking, Bank Secrecy Act, USA PATRIOT Act, Compliance, Investigation, Team Management, Case Managment, Microsoft Excel, Microsoft Word, Annual Reviews, Job Coaching, Performance Management, Performance Improvement, Performance Appraisal, Employee Training, Typology, Anti Money Laundering, Terrorist Financing, Technical Writing, Report Writing, SAR, Market Timing, Series 6, Series 63, Life Insurance
Education
The University of Texas at San Antonio 1999 — 2002
Bachelor's degree, Criminal Justice
JPMorgan Chase February 2007 - Present
AllianceBernstein August 2002 - February 2007
Skills
AML, Banking, Bank Secrecy Act, USA PATRIOT Act, Compliance, Investigation, Team Management, Case Managment, Microsoft Excel, Microsoft Word, Annual Reviews, Job Coaching, Performance Management, Performance Improvement, Performance Appraisal, Employee Training, Typology, Anti Money Laundering, Terrorist Financing, Technical Writing, Report Writing, SAR, Market Timing, Series 6, Series 63, Life Insurance
Education
The University of Texas at San Antonio 1999 — 2002
Bachelor's degree, Criminal Justice
Jasmine Powell, MHA Jasmine Powell, MHA's AllianceBernstein Experience June 2011 - August 2011
Job Project Manager at UT Physicians
Industry Hospital & Health Care
Experience
UT Physicians March 2015 - Present
Pacific Pulmonary Services October 2014 - March 2015
UnitedHealthcare May 2012 - September 2014
UnitedHealthcare February 2013 - January 2014
Walmart January 2012 - May 2012
The University of Texas at San Antonio September 2009 - January 2012
AllianceBernstein June 2011 - August 2011
Skills
Merchandising, Customer Service, Data Entry, Retail, Microsoft Office, Project Management, Account Management, Operations Management, Management, Claims Management, Claims Resolution, Healthcare Management, Healthcare, Insurance, Training, Payroll
Education
University of the Incarnate Word 2012 — 2014
Master's degree, Health Administration
The University of Texas at San Antonio 2009 — 2012
Bachelor of Business Administration (B.B.A.), Management
UT Physicians March 2015 - Present
Pacific Pulmonary Services October 2014 - March 2015
UnitedHealthcare May 2012 - September 2014
UnitedHealthcare February 2013 - January 2014
Walmart January 2012 - May 2012
The University of Texas at San Antonio September 2009 - January 2012
AllianceBernstein June 2011 - August 2011
Skills
Merchandising, Customer Service, Data Entry, Retail, Microsoft Office, Project Management, Account Management, Operations Management, Management, Claims Management, Claims Resolution, Healthcare Management, Healthcare, Insurance, Training, Payroll
Education
University of the Incarnate Word 2012 — 2014
Master's degree, Health Administration
The University of Texas at San Antonio 2009 — 2012
Bachelor of Business Administration (B.B.A.), Management
Vinod Pittampalli's AllianceBernstein Experience January 2009 - March 2010
Job Managing Director at MassMutual Financial, Retirement Plans Group
Industry Financial Services
Experience
MassMutual Financial - Retirement Plans Group January 2013 - Present
Paychex January 2012 - January 2013
Anthony Robbins Companies January 2011 - December 2011
AllianceBernstein January 2009 - March 2010
AllianceBernstein October 2007 - January 2010
AllianceBernstein January 2006 - October 2007
Skills
Marketing, Selling Skills, Leadership, Selling, Series 7, Mutual Funds, Series 63, Investments, Asset Managment, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, Sales Operations, Small Business, Strategy
Education
Tulane University 2001 — 2005
Bachelor of Science, Economics
MassMutual Financial - Retirement Plans Group January 2013 - Present
Paychex January 2012 - January 2013
Anthony Robbins Companies January 2011 - December 2011
AllianceBernstein January 2009 - March 2010
AllianceBernstein October 2007 - January 2010
AllianceBernstein January 2006 - October 2007
Skills
Marketing, Selling Skills, Leadership, Selling, Series 7, Mutual Funds, Series 63, Investments, Asset Managment, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, Sales Operations, Small Business, Strategy
Education
Tulane University 2001 — 2005
Bachelor of Science, Economics
Leo J. Peters IV, CIMA® CRC® Leo J. Peters IV, CIMA® CRC®'s AllianceBernstein Experience November 2004 - December 2012
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company February 2014 - Present
Forethought Financial Group, Inc. August 2013 - February 2014
Prudential Financial January 2013 - August 2013
AllianceBernstein November 2004 - December 2012
AIM Investments July 2003 - October 2004
AIM Investments January 2002 - June 2003
AIM Investments October 1999 - December 2001
AIM Investments July 1998 - September 1999
Van Kampen American Capital January 1997 - July 1998
Van Kampen American Capital July 1995 - December 1996
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, 401k, Series 6, Retirement, Retirement Planning, Annuities, Series 7, Series 63
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Arts, Economics
Pacific Life Insurance Company February 2014 - Present
Forethought Financial Group, Inc. August 2013 - February 2014
Prudential Financial January 2013 - August 2013
AllianceBernstein November 2004 - December 2012
AIM Investments July 2003 - October 2004
AIM Investments January 2002 - June 2003
AIM Investments October 1999 - December 2001
AIM Investments July 1998 - September 1999
Van Kampen American Capital January 1997 - July 1998
Van Kampen American Capital July 1995 - December 1996
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, 401k, Series 6, Retirement, Retirement Planning, Annuities, Series 7, Series 63
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Arts, Economics
Grant Kunkel Grant Kunkel's AllianceBernstein Experience October 2010 - Present
Job Regional Consultant at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein October 2010 - Present
Skills
Series 7, Alternative Investments, Series 63, Separately Managed..., Equities, Asset Allocation, Fixed Income, Investments, Asset Managment, Hedge Funds, Mutual Funds, Bloomberg, Portfolio Management, ETFs, Investment Strategies, Series 65, Investment Management, Wealth Management, Series 6, Uniform Combined State...
Education
Trinity College-Hartford 2006 — 2010
B.A., Religion/Philosophy
AllianceBernstein October 2010 - Present
Skills
Series 7, Alternative Investments, Series 63, Separately Managed..., Equities, Asset Allocation, Fixed Income, Investments, Asset Managment, Hedge Funds, Mutual Funds, Bloomberg, Portfolio Management, ETFs, Investment Strategies, Series 65, Investment Management, Wealth Management, Series 6, Uniform Combined State...
Education
Trinity College-Hartford 2006 — 2010
B.A., Religion/Philosophy
Edward Mendoza, MBA, PMP Edward Mendoza, MBA, PMP's AllianceBernstein Experience November 2009 - April 2011
Job Program Manager at NWEA | Managing and Implementing Innovative Technological Solutions
Industry Information Technology and Services
Experience
NWEA March 2015 - Present
Pearson April 2011 - December 2014
AllianceBernstein November 2009 - April 2011
Affiniscape November 2007 - November 2009
Harcourt Assessment October 2005 - November 2007
Digital Motorworks June 1999 - October 2005
Skills
SDLC, Business Analysis, Business Process..., Cross-functional Team..., MS Project, Process Improvement, Product Management, Project Management, Software Documentation, Quality Assurance, Strategy, Management, Databases, Leadership, Project Planning, SQL, Oracle, Business Process, Risk Management, Access, Strategic Planning, Analysis, Requirements Gathering, Integration, Program Management, Requirements Analysis, Software Project..., Vendor Management, Agile Methodologies, Software Development
Education
The University of Texas at San Antonio 2005 — 2008
MBA, Technology Management
The University of Texas at Austin 1995 — 1999
BA, Psychology
NWEA March 2015 - Present
Pearson April 2011 - December 2014
AllianceBernstein November 2009 - April 2011
Affiniscape November 2007 - November 2009
Harcourt Assessment October 2005 - November 2007
Digital Motorworks June 1999 - October 2005
Skills
SDLC, Business Analysis, Business Process..., Cross-functional Team..., MS Project, Process Improvement, Product Management, Project Management, Software Documentation, Quality Assurance, Strategy, Management, Databases, Leadership, Project Planning, SQL, Oracle, Business Process, Risk Management, Access, Strategic Planning, Analysis, Requirements Gathering, Integration, Program Management, Requirements Analysis, Software Project..., Vendor Management, Agile Methodologies, Software Development
Education
The University of Texas at San Antonio 2005 — 2008
MBA, Technology Management
The University of Texas at Austin 1995 — 1999
BA, Psychology
Daniel Schlissel Daniel Schlissel's AllianceBernstein Experience 2001 - 2004
Job Vice President, Global Fiduciary Platform, at Legg Mason
Industry Financial Services
Experience
Legg Mason June 2004 - Present
AllianceBernstein 2001 - 2004
Skills
Mutual Funds, Asset Management, Equities, Investments, Financial Reporting
Education
State University of New York at Albany 1989 — 1993
BS, Accounting
Legg Mason June 2004 - Present
AllianceBernstein 2001 - 2004
Skills
Mutual Funds, Asset Management, Equities, Investments, Financial Reporting
Education
State University of New York at Albany 1989 — 1993
BS, Accounting
Katie Enista Katie Enista's AllianceBernstein Experience February 2011 - June 2013
Job VP, Business Development at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management May 2015 - Present
J.P. Morgan June 2013 - May 2015
AllianceBernstein February 2011 - June 2013
AllianceBernstein January 2008 - February 2011
Cadwalader, Wickersham & Taft LLP 2007 - 2008
Skills
Series 7, Alternative Investments, Asset Allocation, Series 63, Securities, Asset Management, Equities, Investments, Mutual Funds, Fixed Income, Wealth Management, Capital Markets, Investment Management, Investment Strategies, Separately Managed...
Education
Union College 2003 — 2007
BA, Political Science
Middlesex School
Congress Wealth Management May 2015 - Present
J.P. Morgan June 2013 - May 2015
AllianceBernstein February 2011 - June 2013
AllianceBernstein January 2008 - February 2011
Cadwalader, Wickersham & Taft LLP 2007 - 2008
Skills
Series 7, Alternative Investments, Asset Allocation, Series 63, Securities, Asset Management, Equities, Investments, Mutual Funds, Fixed Income, Wealth Management, Capital Markets, Investment Management, Investment Strategies, Separately Managed...
Education
Union College 2003 — 2007
BA, Political Science
Middlesex School
Thomas Tracy's AllianceBernstein Experience November 2014 - Present
Job Regional Consultant AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein November 2014 - Present
Merrill Lynch October 2012 - October 2014
Skylight Financial Group, MassMutual affiliate July 2011 - June 2012
Skills
Series 7, Series 66, Series 6, Ohio Life, Ohio Accident and Health, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Financial Analysis, Mutual Funds, Strategic Financial...
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance, 3.0
JMHS 2005 — 2008
AllianceBernstein November 2014 - Present
Merrill Lynch October 2012 - October 2014
Skylight Financial Group, MassMutual affiliate July 2011 - June 2012
Skills
Series 7, Series 66, Series 6, Ohio Life, Ohio Accident and Health, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Financial Analysis, Mutual Funds, Strategic Financial...
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance, 3.0
JMHS 2005 — 2008
Brian Hanna Brian Hanna's AllianceBernstein Experience June 2007 - Present
Job Vice President, Insurance Services at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2007 - Present
Morgan Stanley Smith Barney October 2002 - June 2007
Bernstein Global Wealth Management August 2000 - October 2002
Education
University of Arizona 1996 — 2000
Bachelor of Science, Finance
University of Florence 1998 — 1998
AllianceBernstein June 2007 - Present
Morgan Stanley Smith Barney October 2002 - June 2007
Bernstein Global Wealth Management August 2000 - October 2002
Education
University of Arizona 1996 — 2000
Bachelor of Science, Finance
University of Florence 1998 — 1998
David Shiao David Shiao's AllianceBernstein Experience February 2013 - August 2014
Job Fund Accountant II at Invesco
Industry Financial Services
Experience
Invesco US April 2015 - Present
Invesco US August 2014 - March 2015
AllianceBernstein February 2013 - August 2014
Chasse Consulting: Sales Strategies, Inc. January 2012 - May 2012
University of Texas System June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Auditing, Data Analysis, Social Media Marketing, Time Management, Business Development, Microsoft Word, Financial Analysis, Analysis, Financial Modeling, Economics
Education
The University of Texas at Austin 2008 — 2012
B.A., Economics
Invesco US April 2015 - Present
Invesco US August 2014 - March 2015
AllianceBernstein February 2013 - August 2014
Chasse Consulting: Sales Strategies, Inc. January 2012 - May 2012
University of Texas System June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Auditing, Data Analysis, Social Media Marketing, Time Management, Business Development, Microsoft Word, Financial Analysis, Analysis, Financial Modeling, Economics
Education
The University of Texas at Austin 2008 — 2012
B.A., Economics
Greg Londo Greg Londo's AllianceBernstein Experience January 2010 - July 2015
Job President at Frontier Fire Protection
Industry Construction
Experience
Frontier Fire Protection LLC July 2015 - Present
AllianceBernstein January 2010 - July 2015
Ranger, United States Army 2002 - 2007
Skills
Asset Managment, Fixed Income, Equities, Alternative Investments, Portfolio Management, Hedge Funds, Separately Managed..., Investments, Series 7, Financial Modeling, Investment Management, Bloomberg
Education
United States Military Academy at West Point 1998 — 2002
Bachelor's degree, Business, Management, and Finance
Frontier Fire Protection LLC July 2015 - Present
AllianceBernstein January 2010 - July 2015
Ranger, United States Army 2002 - 2007
Skills
Asset Managment, Fixed Income, Equities, Alternative Investments, Portfolio Management, Hedge Funds, Separately Managed..., Investments, Series 7, Financial Modeling, Investment Management, Bloomberg
Education
United States Military Academy at West Point 1998 — 2002
Bachelor's degree, Business, Management, and Finance
Joshua Beach Joshua Beach's AllianceBernstein Experience May 2011 - August 2011
Job Chief Product Officer at InsightXM Inc.
Industry Design
Experience
insightXM Inc. September 2015 - Present
Only Foreign July 2015 - Present
DesignCrew Brooklyn January 2015 - Present
Book&Table July 2013 - January 2015
J&M Statistical Solutions LLC April 2011 - June 2013
AllianceBernstein May 2011 - August 2011
Skills
R, Matlab, VBA, SQL, LaTeX, Unix, Ruby on Rails, Git, Statistics, Mathematics, Microsoft Excel, Prezi, Entrepreneurship, Quantitative Finance, HTML, CSS, JavaScript, MySQL, Statistical Modeling, Machine Learning, SAS, Predictive Analytics, Management, Web Applications, Data Analysis, Social Media, Start-ups
Education
Yale University 2009 — 2010
M.A., Statistics
The University of New Mexico 2005 — 2009
B.S., Pure Mathematics (Summa Cum Laude)
insightXM Inc. September 2015 - Present
Only Foreign July 2015 - Present
DesignCrew Brooklyn January 2015 - Present
Book&Table July 2013 - January 2015
J&M Statistical Solutions LLC April 2011 - June 2013
AllianceBernstein May 2011 - August 2011
Skills
R, Matlab, VBA, SQL, LaTeX, Unix, Ruby on Rails, Git, Statistics, Mathematics, Microsoft Excel, Prezi, Entrepreneurship, Quantitative Finance, HTML, CSS, JavaScript, MySQL, Statistical Modeling, Machine Learning, SAS, Predictive Analytics, Management, Web Applications, Data Analysis, Social Media, Start-ups
Education
Yale University 2009 — 2010
M.A., Statistics
The University of New Mexico 2005 — 2009
B.S., Pure Mathematics (Summa Cum Laude)
Jeanne Madej Jeanne Madej's AllianceBernstein Experience May 2002 - 2011
Job
Industry Financial Services
Experience
AllianceBernstein May 2002 - 2011
KPMG Consulting January 2001 - May 2002
Bank One, N.A. January 2000 - January 2001
The First National Bank Of Chicago January 1998 - January 2000
NBD Bank, N.A. June 1993 - December 1998
Education
Thunderbird School of Global Management 1991 — 1992
M.I.M.
University of Delaware 1987 — 1991
B.S. - Business Administration Finance
AllianceBernstein May 2002 - 2011
KPMG Consulting January 2001 - May 2002
Bank One, N.A. January 2000 - January 2001
The First National Bank Of Chicago January 1998 - January 2000
NBD Bank, N.A. June 1993 - December 1998
Education
Thunderbird School of Global Management 1991 — 1992
M.I.M.
University of Delaware 1987 — 1991
B.S. - Business Administration Finance
Jason Appleson, CFA, FRM Jason Appleson, CFA, FRM's AllianceBernstein Experience July 2010 - February 2012
Job Senior Analyst at PTAM
Industry Investment Management
Experience
PTAM (PT Asset Management, LLC) July 2013 - Present
Federal Reserve Bank of New York February 2012 - June 2013
AllianceBernstein July 2010 - February 2012
AllianceBernstein June 2008 - June 2010
FXCM 2007 - 2007
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Touro College 2006 — 2008
B.S., Finance
PTAM (PT Asset Management, LLC) July 2013 - Present
Federal Reserve Bank of New York February 2012 - June 2013
AllianceBernstein July 2010 - February 2012
AllianceBernstein June 2008 - June 2010
FXCM 2007 - 2007
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Touro College 2006 — 2008
B.S., Finance
Marian Jantea Marian Jantea's AllianceBernstein Experience May 2007 - August 2009
Job Treasury Analyst at KMG Chemicals
Industry Chemicals
Experience
KMG Chemicals January 2012 - June 2013
AllianceBernstein May 2007 - August 2009
Skills
Accounts Payable, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Collections, Cash Flow Reporting, Wire Transfers, Accounts Receivable, Invoicing, ADP Payroll, PowerPoint, Great Plains Software, Joomla, C#, Microsoft Dynamics, GetPaid, EZ Labor, Credit Analysis, Time & Attendance, Internal Controls, Treasury Management, Risk Management, Banking, Credit, Account Reconciliation, Sarbanes-Oxley Act
Education
The University of Texas at San Antonio
KMG Chemicals January 2012 - June 2013
AllianceBernstein May 2007 - August 2009
Skills
Accounts Payable, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Collections, Cash Flow Reporting, Wire Transfers, Accounts Receivable, Invoicing, ADP Payroll, PowerPoint, Great Plains Software, Joomla, C#, Microsoft Dynamics, GetPaid, EZ Labor, Credit Analysis, Time & Attendance, Internal Controls, Treasury Management, Risk Management, Banking, Credit, Account Reconciliation, Sarbanes-Oxley Act
Education
The University of Texas at San Antonio
Montana Low Montana Low's AllianceBernstein Experience 2005 - 2007
Job Vice President, Keeley Investment Corp. / Southeast Region
Industry Financial Services
Experience
Keeley Funds / Chicago 2013 - Present
Polen Capital Management 2011 - 2013
Cornerstone Real Estate Funds 2007 - 2011
GE Asset Management 2007 - 2007
AllianceBernstein 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Business Development, Mutual Funds, Investments, Series 7, Selling, Series 63, Asset Allocation, Start-ups, Portfolio Management, Account Management, Strategic Partnerships, Sales Presentations, Asset Management, Alternative Investments, Product Marketing, New Business Development, Marketing, Training, Wealth Management, Sales Operations, Relationship Management, Separately Managed..., ETFs, Insurance, Fixed Annuities, Financial Advisory, Series 6, Variable Annuities, Investment Management, Investment Strategies, Investment Advisory, FINRA, Series 65, 401k, Securities, Retirement, Retirement Planning, Uniform Combined State..., Series 24, IRAs, Hedge Funds, Equities, Financial Services, Fixed Income, Strategic Financial..., Bonds, Wealth Management..., Wealth, High Net Worth..., Sales
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics / Business
Bay Shore High School 1985 — 1988
Honors, General Studies
Keeley Funds / Chicago 2013 - Present
Polen Capital Management 2011 - 2013
Cornerstone Real Estate Funds 2007 - 2011
GE Asset Management 2007 - 2007
AllianceBernstein 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Business Development, Mutual Funds, Investments, Series 7, Selling, Series 63, Asset Allocation, Start-ups, Portfolio Management, Account Management, Strategic Partnerships, Sales Presentations, Asset Management, Alternative Investments, Product Marketing, New Business Development, Marketing, Training, Wealth Management, Sales Operations, Relationship Management, Separately Managed..., ETFs, Insurance, Fixed Annuities, Financial Advisory, Series 6, Variable Annuities, Investment Management, Investment Strategies, Investment Advisory, FINRA, Series 65, 401k, Securities, Retirement, Retirement Planning, Uniform Combined State..., Series 24, IRAs, Hedge Funds, Equities, Financial Services, Fixed Income, Strategic Financial..., Bonds, Wealth Management..., Wealth, High Net Worth..., Sales
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics / Business
Bay Shore High School 1985 — 1988
Honors, General Studies
Jean Noble Jean Noble's AllianceBernstein Experience August 1999 - February 2002
Job Chief Marketing Officer at Reverse Mortgage Funding LLC
Industry Financial Services
Experience
Reverse Mortgage Funding LLC November 2014 - Present
Urban Financial of America, LLC (UFA) July 2012 - August 2014
J. Noble & Associates Consulting Group, Inc. December 2009 - June 2012
MetLife Home Loans December 2010 - May 2012
Guardian First Funding Group March 2010 - October 2010
Senior Lending Network February 2002 - December 2009
AllianceBernstein August 1999 - February 2002
New York Life Insurance Company June 1996 - August 1999
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Reverse Mortgages, Retirement Planning, Business Strategy, Business Planning, P&L Responsibility, Holistic Financial..., Variable Annuities, Fixed Annuities, Immediate Annuities, Product Management, Innovation Management, IT Strategy, CRM Integration, Business Process..., Process Management
Education
University at Albany, SUNY 1992 — 1996
B.S. - Business Administration, Marketing and MIS
Reverse Mortgage Funding LLC November 2014 - Present
Urban Financial of America, LLC (UFA) July 2012 - August 2014
J. Noble & Associates Consulting Group, Inc. December 2009 - June 2012
MetLife Home Loans December 2010 - May 2012
Guardian First Funding Group March 2010 - October 2010
Senior Lending Network February 2002 - December 2009
AllianceBernstein August 1999 - February 2002
New York Life Insurance Company June 1996 - August 1999
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Reverse Mortgages, Retirement Planning, Business Strategy, Business Planning, P&L Responsibility, Holistic Financial..., Variable Annuities, Fixed Annuities, Immediate Annuities, Product Management, Innovation Management, IT Strategy, CRM Integration, Business Process..., Process Management
Education
University at Albany, SUNY 1992 — 1996
B.S. - Business Administration, Marketing and MIS
Alyssa Nahatis Alyssa Nahatis's AllianceBernstein Experience August 1999 - July 2000
Job
Industry Internet
Experience
Adobe Campaign August 2012 - Present
Experian CheetahMail March 2008 - August 2012
Return Path November 2006 - March 2008
Return Path June 2004 - November 2006
Return Path July 2000 - June 2004
AllianceBernstein August 1999 - July 2000
Merrill Lynch February 1996 - July 1999
Skills
Deliverability, Operations Management, Client Development, Email Marketing, Data Privacy, Global Delivery, Email Strategy, Cross Channel Marketing, Team Building, Team Leadership, Reputation Management, Reputation, Account Management, CRM, Customer Acquisition, Product Management, Web Analytics, Digital Marketing, Salesforce.com, Database Marketing, Analytics, Campaign Management, Mobile Marketing, E-commerce, Business Development, Competitive Analysis, Strategy, Strategic Partnerships, Marketing, Digital Strategy, SaaS, Lead Generation, Interactive Marketing, Online Marketing, Management, Direct Marketing, Online Advertising, Web Marketing, Marketing Automation, Advertising, Segmentation, Multi-channel Marketing, Client Services, Leadership
Education
The University of Texas at Arlington 1991 — 1995
BA, Economics, Honors Program
Adobe Campaign August 2012 - Present
Experian CheetahMail March 2008 - August 2012
Return Path November 2006 - March 2008
Return Path June 2004 - November 2006
Return Path July 2000 - June 2004
AllianceBernstein August 1999 - July 2000
Merrill Lynch February 1996 - July 1999
Skills
Deliverability, Operations Management, Client Development, Email Marketing, Data Privacy, Global Delivery, Email Strategy, Cross Channel Marketing, Team Building, Team Leadership, Reputation Management, Reputation, Account Management, CRM, Customer Acquisition, Product Management, Web Analytics, Digital Marketing, Salesforce.com, Database Marketing, Analytics, Campaign Management, Mobile Marketing, E-commerce, Business Development, Competitive Analysis, Strategy, Strategic Partnerships, Marketing, Digital Strategy, SaaS, Lead Generation, Interactive Marketing, Online Marketing, Management, Direct Marketing, Online Advertising, Web Marketing, Marketing Automation, Advertising, Segmentation, Multi-channel Marketing, Client Services, Leadership
Education
The University of Texas at Arlington 1991 — 1995
BA, Economics, Honors Program
Scott Zambon Scott Zambon's AllianceBernstein Experience October 2009 - August 2011
Job West Coast Regional Director at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors August 2011 - Present
AllianceBernstein October 2009 - August 2011
American Funds March 1993 - May 2009
Dean Witter 1990 - 1993
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, ETFs, Asset Management, Investment Advisory, Alternative Investments, FINRA, Wealth Management, Separately Managed..., 401k, Securities, Investment Strategies, Series 65, Retirement Planning, Financial Advisory, Financial Services, Fixed Income, Investment Management, Retirement, Series 24, Series 6
Education
The University of Texas at Austin 1984 — 1989
B/A, Government
Geneva Advisors August 2011 - Present
AllianceBernstein October 2009 - August 2011
American Funds March 1993 - May 2009
Dean Witter 1990 - 1993
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, ETFs, Asset Management, Investment Advisory, Alternative Investments, FINRA, Wealth Management, Separately Managed..., 401k, Securities, Investment Strategies, Series 65, Retirement Planning, Financial Advisory, Financial Services, Fixed Income, Investment Management, Retirement, Series 24, Series 6
Education
The University of Texas at Austin 1984 — 1989
B/A, Government
Camille (Toni) Kaupert Camille (Toni) Kaupert's AllianceBernstein Experience 2011 - 2013
Job Director of Chief Financial Office Tools and Business Rules Management II Team at USAA
Industry Investment Management
Experience
USAA September 2015 - Present
USAA July 2014 - Present
USAA August 2013 - September 2015
AllianceBernstein 2011 - 2013
AllianceBernstein 2008 - 2010
AllianceBernstein 2004 - 2007
AllianceBernstein October 2000 - December 2003
US Global Investors 1998 - 2000
Carley & McCaw 1996 - 1998
Skills
Financial Services, Risk Management, Trading, Fund Of Funds, Trading Systems, Database Design, Cross-functional Team..., Product Management, Product Design, Process Automation, Project Management, Department Budgeting, Department Start-up, Department..., Analysis, Management, Training, Leadership, Business Process, Asset Management, Business Analysis, Vendor Management
Education
The University of Texas at San Antonio 1993 — 1996
Bachelor's degree, Accounting
USAA September 2015 - Present
USAA July 2014 - Present
USAA August 2013 - September 2015
AllianceBernstein 2011 - 2013
AllianceBernstein 2008 - 2010
AllianceBernstein 2004 - 2007
AllianceBernstein October 2000 - December 2003
US Global Investors 1998 - 2000
Carley & McCaw 1996 - 1998
Skills
Financial Services, Risk Management, Trading, Fund Of Funds, Trading Systems, Database Design, Cross-functional Team..., Product Management, Product Design, Process Automation, Project Management, Department Budgeting, Department Start-up, Department..., Analysis, Management, Training, Leadership, Business Process, Asset Management, Business Analysis, Vendor Management
Education
The University of Texas at San Antonio 1993 — 1996
Bachelor's degree, Accounting
Melissa Rayzor Melissa Rayzor's AllianceBernstein Experience September 2010 - December 2014
Job Project Coordinator
Industry Construction
Experience
David Weekley Homes January 2015 - Present
AllianceBernstein September 2010 - December 2014
Rayzor Communications January 2005 - December 2011
Dominion Investor Services, Inc May 1999 - November 2007
Dillard's January 2001 - January 2002
Skills
Sales, Mutual Funds, Account Management, Equities, Asset Allocation, Marketing Strategy, Investments, Fixed Income, Alternative Investments, Customer Service, Asset Managment, Asset Management, Management, Team Leadership, Business Planning
Education
The University of Texas at San Antonio 2008 — 2009
BA, Business Management; Small Business Entrepreneurship concentration
San Antonio Community College 1996 — 2004
David Weekley Homes January 2015 - Present
AllianceBernstein September 2010 - December 2014
Rayzor Communications January 2005 - December 2011
Dominion Investor Services, Inc May 1999 - November 2007
Dillard's January 2001 - January 2002
Skills
Sales, Mutual Funds, Account Management, Equities, Asset Allocation, Marketing Strategy, Investments, Fixed Income, Alternative Investments, Customer Service, Asset Managment, Asset Management, Management, Team Leadership, Business Planning
Education
The University of Texas at San Antonio 2008 — 2009
BA, Business Management; Small Business Entrepreneurship concentration
San Antonio Community College 1996 — 2004
Alison (Austin) Register Alison (Austin) Register's AllianceBernstein Experience February 2013 - March 2014
Job Talent Advisor
Industry Human Resources
Experience
Bank of America Merchant Services August 2014 - Present
Randstad Sourceright US February 2013 - Present
Zurich North America April 2014 - July 2014
AllianceBernstein February 2013 - March 2014
Coca Cola Refreshments April 2013 - June 2013
Arnold Palmer Hospital for Children June 2003 - February 2013
Rollins College June 1999 - May 2001
Personnel One September 1992 - December 1998
Walt Disney World 1991 - 1992
Skills
Recruiting, Leadership, Interviews, Sourcing, Talent Acquisition, College Recruiting, Customer Satisfaction, Time Management, Human Resources, Applicant Tracking..., Employee Relations, Volunteer Management, Program Management, Employee Training, Sales, Public Speaking, Training, Onboarding, Event Planning, Event Management, Multi Tasking, Minute Taking, Nonprofits, Parliamentary Procedure, Diversity Recruitment, Military Recruiting, Client Care, Employee Referral..., PeopleSoft, Team Building, Customer Service, Hiring
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration, Marketing
Reagan High School 1984 — 1988
Bank of America Merchant Services August 2014 - Present
Randstad Sourceright US February 2013 - Present
Zurich North America April 2014 - July 2014
AllianceBernstein February 2013 - March 2014
Coca Cola Refreshments April 2013 - June 2013
Arnold Palmer Hospital for Children June 2003 - February 2013
Rollins College June 1999 - May 2001
Personnel One September 1992 - December 1998
Walt Disney World 1991 - 1992
Skills
Recruiting, Leadership, Interviews, Sourcing, Talent Acquisition, College Recruiting, Customer Satisfaction, Time Management, Human Resources, Applicant Tracking..., Employee Relations, Volunteer Management, Program Management, Employee Training, Sales, Public Speaking, Training, Onboarding, Event Planning, Event Management, Multi Tasking, Minute Taking, Nonprofits, Parliamentary Procedure, Diversity Recruitment, Military Recruiting, Client Care, Employee Referral..., PeopleSoft, Team Building, Customer Service, Hiring
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration, Marketing
Reagan High School 1984 — 1988
Cynthia Yanez Cynthia Yanez's AllianceBernstein Experience 2001 - 2003
Job Unemployed
Industry Computer Networking
Experience
Abelardo Garza PLLC, Attorney And Counselor At Law June 2013 - August 2013
Smart Technology Rentals January 2008 - February 2013
AllianceBernstein 2001 - 2003
Skills
Customer Service, Microsoft Office, Sales, Hotels, Sales Management, Hospitality, PowerPoint, Account Management, Event Management, Event Planning, Networking
Education
The University of Texas at San Antonio 1989 — 1994
Abelardo Garza PLLC, Attorney And Counselor At Law June 2013 - August 2013
Smart Technology Rentals January 2008 - February 2013
AllianceBernstein 2001 - 2003
Skills
Customer Service, Microsoft Office, Sales, Hotels, Sales Management, Hospitality, PowerPoint, Account Management, Event Management, Event Planning, Networking
Education
The University of Texas at San Antonio 1989 — 1994
Shane Schmutz's AllianceBernstein Experience June 2011 - February 2013
Job Global Account Executive at MX Enabled
Industry Financial Services
Experience
MX Enabled June 2015 - Present
Veteran's Passport To Hope December 2011 - Present
Starbase Aviation, LLC April 2014 - February 2015
AllianceBernstein June 2011 - February 2013
Ethicon Endo-Surgery May 2008 - June 2011
United States Army June 2001 - August 2008
Skills
Strategic Planning, Leadership, Organizational..., Wealth Management, Estate Planning, Tax, Financial Advisory, Risk Management, Security Clearance, Cross-functional Team..., Program Management, Team Leadership, Team Building, Employee Benefits, Military, Process Improvement, Financial Analysis, Financial Modeling, Business Development, Operations Management, Project Management, Problem Solving, Portfolio Management, Small Business, Leadership Development, Strategy, Sales, Training, Coaching, Business Planning, Executive Management, Project Planning, Mergers & Acquisitions, Entrepreneurship, Nonprofits, Analysis, Management Consulting, Management, Business Strategy, Change Management, Business Process..., Start-ups, Policy, Government, Strategic Partnerships, Budgets, New Business Development, CRM, Consulting, Finance
Education
United States Military Academy at West Point 1997 — 2001
American Legal Systems (Law), Computer Science
MX Enabled June 2015 - Present
Veteran's Passport To Hope December 2011 - Present
Starbase Aviation, LLC April 2014 - February 2015
AllianceBernstein June 2011 - February 2013
Ethicon Endo-Surgery May 2008 - June 2011
United States Army June 2001 - August 2008
Skills
Strategic Planning, Leadership, Organizational..., Wealth Management, Estate Planning, Tax, Financial Advisory, Risk Management, Security Clearance, Cross-functional Team..., Program Management, Team Leadership, Team Building, Employee Benefits, Military, Process Improvement, Financial Analysis, Financial Modeling, Business Development, Operations Management, Project Management, Problem Solving, Portfolio Management, Small Business, Leadership Development, Strategy, Sales, Training, Coaching, Business Planning, Executive Management, Project Planning, Mergers & Acquisitions, Entrepreneurship, Nonprofits, Analysis, Management Consulting, Management, Business Strategy, Change Management, Business Process..., Start-ups, Policy, Government, Strategic Partnerships, Budgets, New Business Development, CRM, Consulting, Finance
Education
United States Military Academy at West Point 1997 — 2001
American Legal Systems (Law), Computer Science
Navid Montazeri Navid Montazeri's AllianceBernstein Experience March 2013 - Present
Job Associate Managed Accounts at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein March 2013 - Present
Transit Parking Services, Inc June 2011 - December 2012
Primerica March 2010 - January 2011
Academy Sports & Outdoors June 2008 - December 2009
Skills
Financial Analysis, Security Analysis, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Regression Analysis, Cultural Diversity, Farsi
Education
The University of Texas at San Antonio 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at San Antonio 2008 — 2012
Bachelor of Business Administration, Finance
AllianceBernstein March 2013 - Present
Transit Parking Services, Inc June 2011 - December 2012
Primerica March 2010 - January 2011
Academy Sports & Outdoors June 2008 - December 2009
Skills
Financial Analysis, Security Analysis, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Regression Analysis, Cultural Diversity, Farsi
Education
The University of Texas at San Antonio 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at San Antonio 2008 — 2012
Bachelor of Business Administration, Finance
Emily Ruth Cannon's AllianceBernstein Experience February 2012 - July 2013
Job Senior Private Client Associate, A.O. at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein February 2012 - July 2013
AllianceBernstein August 2010 - March 2012
Capital Group June 2005 - August 2010
Education
The University of Texas at Austin
AllianceBernstein February 2012 - July 2013
AllianceBernstein August 2010 - March 2012
Capital Group June 2005 - August 2010
Education
The University of Texas at Austin
Nilanjan Sen Nilanjan Sen's AllianceBernstein Experience 2005 - 2011
Job Director, Financial Services at Perficient
Industry Management Consulting
Experience
Perficient 2011 - Present
AllianceBernstein 2005 - 2011
Skills
Business Analysis, Analytics, Financial Services, Data Warehousing, Fixed Income, Business Intelligence, SDLC, Performance Measurement, IT Strategy, PMO, Equities, Strategy, Asset Managment, Asset Management, Portfolio Management, Capital Markets, Vendor Management, Sybase, Process Improvement, Program Management, Business Process..., CRM, Enterprise Architecture, Financial Risk
Education
The University of Akron 1987 — 1989
M.S., Mechanical Engineering
Perficient 2011 - Present
AllianceBernstein 2005 - 2011
Skills
Business Analysis, Analytics, Financial Services, Data Warehousing, Fixed Income, Business Intelligence, SDLC, Performance Measurement, IT Strategy, PMO, Equities, Strategy, Asset Managment, Asset Management, Portfolio Management, Capital Markets, Vendor Management, Sybase, Process Improvement, Program Management, Business Process..., CRM, Enterprise Architecture, Financial Risk
Education
The University of Akron 1987 — 1989
M.S., Mechanical Engineering
Nicholas Hall Nicholas Hall's AllianceBernstein Experience May 2007 - February 2010
Job Vice President at Morgan Stanley and MBA Candidate at NYU Stern
Industry Investment Management
Experience
Morgan Stanley Investment Management February 2011 - Present
KLS Professional Advisors Group LLC February 2010 - February 2011
AllianceBernstein May 2007 - February 2010
Leader Mortgage Company May 2006 - August 2006
Skills
Asset Managment, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Performance Attribution, Portfolio Management, Risk Analysis, Emerging Markets, Real Estate, Securities, Financial Modeling, Derivatives, Asset Management, Capital Markets, Mutual Funds, Investments, Asset Allocation
Education
New York University, Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Economics
Trinity College-Hartford 2003 — 2007
Bachelor of Arts (B.A.)
Belmont Hill School
Morgan Stanley Investment Management February 2011 - Present
KLS Professional Advisors Group LLC February 2010 - February 2011
AllianceBernstein May 2007 - February 2010
Leader Mortgage Company May 2006 - August 2006
Skills
Asset Managment, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Performance Attribution, Portfolio Management, Risk Analysis, Emerging Markets, Real Estate, Securities, Financial Modeling, Derivatives, Asset Management, Capital Markets, Mutual Funds, Investments, Asset Allocation
Education
New York University, Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Economics
Trinity College-Hartford 2003 — 2007
Bachelor of Arts (B.A.)
Belmont Hill School
David McGaughran David McGaughran's AllianceBernstein Experience 1988 - 1992
Job Independent Associate at Viridian Energy
Industry Entertainment
Experience
Viridian Energy July 2015 - Present
Independent Contractor March 2006 - Present
The Shubert Organization 2006 - Present
ACTOR / SAG 1990 - 2014
Barrymores Restaurant 1998 - 2006
AllianceBernstein 1988 - 1992
AllianceBernstein 1987 - 1988
AllianceBernstein 1986 - 1987
Skills
Financial Sales and..., Financial Operations, Certificates of Deposit, Cash Management, Bank Reconciliation, Account Reconciliation, Mac, Social Media, Accounts Payable, Acting, Improvisation, Comedy, Voice Acting, Voice Over, Writing, Bartending
Education
Tusculum College 1979 — 1983
Bachelor's Degree, Business Administration, 3.25
Viridian Energy July 2015 - Present
Independent Contractor March 2006 - Present
The Shubert Organization 2006 - Present
ACTOR / SAG 1990 - 2014
Barrymores Restaurant 1998 - 2006
AllianceBernstein 1988 - 1992
AllianceBernstein 1987 - 1988
AllianceBernstein 1986 - 1987
Skills
Financial Sales and..., Financial Operations, Certificates of Deposit, Cash Management, Bank Reconciliation, Account Reconciliation, Mac, Social Media, Accounts Payable, Acting, Improvisation, Comedy, Voice Acting, Voice Over, Writing, Bartending
Education
Tusculum College 1979 — 1983
Bachelor's Degree, Business Administration, 3.25
Valerie Jasinski's AllianceBernstein Experience 2004 - 2006
Job Research Analyst at Fiduciary Investment Advisors, LLC
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC 2007 - Present
AllianceBernstein 2004 - 2006
Home Finance of America 2003 - 2004
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
Fiduciary Investment Advisors, LLC 2007 - Present
AllianceBernstein 2004 - 2006
Home Finance of America 2003 - 2004
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
William Jameson Findley's AllianceBernstein Experience May 2013 - August 2014
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones April 2015 - Present
AllianceBernstein May 2013 - August 2014
The University of Texas at San Antonio August 2012 - May 2013
The University of Texas at San Antonio January 2011 - May 2012
The Underwood Law Firm 2008 - 2010
Skills
International Relations, Teaching, Microsoft Excel, Economics, Management, Time Management, Microsoft Word, Event Planning, Customer Service, Social Media, Social Networking, Marketing, Social Media Marketing
Education
The University of Texas at San Antonio 2010 — 2014
Bachelors, Economics
Amarillo Community College 2008 — 2010
General Studies
Amarillo High School
Edward Jones April 2015 - Present
AllianceBernstein May 2013 - August 2014
The University of Texas at San Antonio August 2012 - May 2013
The University of Texas at San Antonio January 2011 - May 2012
The Underwood Law Firm 2008 - 2010
Skills
International Relations, Teaching, Microsoft Excel, Economics, Management, Time Management, Microsoft Word, Event Planning, Customer Service, Social Media, Social Networking, Marketing, Social Media Marketing
Education
The University of Texas at San Antonio 2010 — 2014
Bachelors, Economics
Amarillo Community College 2008 — 2010
General Studies
Amarillo High School
Vera Tatel, LEED ID+C's AllianceBernstein Experience July 2011 - October 2013
Job Student Activities | Project Management | Sustainability | Food Arts
Industry Events Services
Experience
United Nations International School April 2014 - Present
AllianceBernstein July 2011 - October 2013
AllianceBernstein February 2007 - July 2011
AllianceBernstein February 2005 - February 2007
Skills
Strategic Planning, Project Management, Food Service, LEED, Sustainability, Event Planning, Event Management, Operations Management, Facilities Management
Education
Tufts University 2000 — 2004
BA
University College London 2002 — 2003
United Nations International School
United Nations International School April 2014 - Present
AllianceBernstein July 2011 - October 2013
AllianceBernstein February 2007 - July 2011
AllianceBernstein February 2005 - February 2007
Skills
Strategic Planning, Project Management, Food Service, LEED, Sustainability, Event Planning, Event Management, Operations Management, Facilities Management
Education
Tufts University 2000 — 2004
BA
University College London 2002 — 2003
United Nations International School
Aaron Knudsen Aaron Knudsen's AllianceBernstein Experience June 2000 - June 2012
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS June 2012 - Present
AllianceBernstein June 2000 - June 2012
Johnson & Johnson April 1998 - May 2000
US Army June 1992 - April 1998
Education
United States Military Academy at West Point 1988 — 1992
Bachelor of Science (BS)
UBS June 2012 - Present
AllianceBernstein June 2000 - June 2012
Johnson & Johnson April 1998 - May 2000
US Army June 1992 - April 1998
Education
United States Military Academy at West Point 1988 — 1992
Bachelor of Science (BS)
Joe A. Sanchez, MBA Joe A. Sanchez, MBA's AllianceBernstein Experience August 2014 - Present
Job Corporate Actions Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein August 2014 - Present
USAA February 2014 - May 2014
USAA January 2013 - February 2014
UPS February 2012 - November 2012
United States Navy August 1992 - August 1999
Skills
Financial Analysis, Budgets, Bloomberg, Forecasting, Team Building, Process Improvement, Operations Management, Business Planning, Microsoft Office, Business Development, Project Management, Financial Reporting, Leadership, Finance, Time Management, Investments, Customer Service, Sales, Training, Microsoft Excel, Management
Education
University of the Incarnate Word 2009 — 2011
MBA, International Business
The University of Texas at San Antonio 2007 — 2010
BBA, Finance
The University of Texas at San Antonio 1998 — 2002
BBA, Economics
AllianceBernstein August 2014 - Present
USAA February 2014 - May 2014
USAA January 2013 - February 2014
UPS February 2012 - November 2012
United States Navy August 1992 - August 1999
Skills
Financial Analysis, Budgets, Bloomberg, Forecasting, Team Building, Process Improvement, Operations Management, Business Planning, Microsoft Office, Business Development, Project Management, Financial Reporting, Leadership, Finance, Time Management, Investments, Customer Service, Sales, Training, Microsoft Excel, Management
Education
University of the Incarnate Word 2009 — 2011
MBA, International Business
The University of Texas at San Antonio 2007 — 2010
BBA, Finance
The University of Texas at San Antonio 1998 — 2002
BBA, Economics
Boucicaut Yvans's AllianceBernstein Experience January 2008 - March 2011
Job Senior Application Support Engineer at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group August 2011 - Present
Freddie Mac 2013 - 2014
AllianceBernstein January 2008 - March 2011
Bank of New York Mellon January 2007 - December 2007
Credit Suisse September 2004 - November 2006
Citigroup Global Asset Management July 2002 - July 2003
Salomon Brothers Asset Managament October 2000 - July 2002
Skills
Fixed Income, Equities, Business Analysis, Portfolio Management, SQL, User Acceptance Testing, Project Management, Asset Managment, Asset Management, Financial Services, Trading, Securities, Derivatives, Hedge Funds, Bloomberg
Education
Towson University 1995 — 2000
BS, Business Management
The Carlyle Group August 2011 - Present
Freddie Mac 2013 - 2014
AllianceBernstein January 2008 - March 2011
Bank of New York Mellon January 2007 - December 2007
Credit Suisse September 2004 - November 2006
Citigroup Global Asset Management July 2002 - July 2003
Salomon Brothers Asset Managament October 2000 - July 2002
Skills
Fixed Income, Equities, Business Analysis, Portfolio Management, SQL, User Acceptance Testing, Project Management, Asset Managment, Asset Management, Financial Services, Trading, Securities, Derivatives, Hedge Funds, Bloomberg
Education
Towson University 1995 — 2000
BS, Business Management
Corey Beckerman Corey Beckerman's AllianceBernstein Experience May 2011 - May 2015
Job VPBusiness Intelligence at AB
Industry Financial Services
Experience
AB May 2015 - Present
AllianceBernstein May 2011 - May 2015
Legg Mason January 2005 - April 2011
JP Morgan Chase July 2003 - January 2005
AIG SunAmerica March 2001 - July 2003
Ameriprise Financial September 1999 - November 2000
Skills
Separately Managed..., Series 7, Mutual Funds, Series 65, Alternative Investments, Investment Strategies, Strategic Sales..., Equities, Uniform Combined State..., MicroStrategy Reporting, Salesforce.com, Microsoft Excel, Coates Analytics, Series 24, Market Metrics, Tableau
Education
The Ohio State University 1994 — 1999
BS
AB May 2015 - Present
AllianceBernstein May 2011 - May 2015
Legg Mason January 2005 - April 2011
JP Morgan Chase July 2003 - January 2005
AIG SunAmerica March 2001 - July 2003
Ameriprise Financial September 1999 - November 2000
Skills
Separately Managed..., Series 7, Mutual Funds, Series 65, Alternative Investments, Investment Strategies, Strategic Sales..., Equities, Uniform Combined State..., MicroStrategy Reporting, Salesforce.com, Microsoft Excel, Coates Analytics, Series 24, Market Metrics, Tableau
Education
The Ohio State University 1994 — 1999
BS
William Marshall William Marshall's AllianceBernstein Experience November 2011 - Present
Job Managing Director
Industry Financial Services
Experience
AllianceBernstein November 2011 - Present
Hybrid Financial LLC October 2009 - October 2011
Allstate Institutional Advisors June 2007 - September 2009
Fulcrum Structured Finance November 2004 - May 2007
Bank One (now JPMorgan Chase) July 1996 - October 2004
US Army June 1991 - July 1996
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance and Economics
United States Military Academy at West Point 1987 — 1991
BS, Economics
AllianceBernstein November 2011 - Present
Hybrid Financial LLC October 2009 - October 2011
Allstate Institutional Advisors June 2007 - September 2009
Fulcrum Structured Finance November 2004 - May 2007
Bank One (now JPMorgan Chase) July 1996 - October 2004
US Army June 1991 - July 1996
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance and Economics
United States Military Academy at West Point 1987 — 1991
BS, Economics
Greg Wilensky Greg Wilensky's AllianceBernstein Experience May 1996 - Present
Job Portfolio Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 1996 - Present
AT&T April 1993 - May 1996
Skills
Fixed Income, Alternative Investments, Asset Managment, Bonds, Capital Markets, Hedge Funds, Asset Management, Financial Markets, Equities, Bloomberg, Financial Analysis, Risk Management, Investments, Portfolio Management, Asset Allocation, Trading, Corporate Finance, Investment Strategies, Investment Management, Financial Risk, Derivatives, Treasury, Mutual Funds
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance
Washington University in St. Louis - Olin Business School 1985 — 1989
BSBA, Finance, Accounting, Economics
AllianceBernstein May 1996 - Present
AT&T April 1993 - May 1996
Skills
Fixed Income, Alternative Investments, Asset Managment, Bonds, Capital Markets, Hedge Funds, Asset Management, Financial Markets, Equities, Bloomberg, Financial Analysis, Risk Management, Investments, Portfolio Management, Asset Allocation, Trading, Corporate Finance, Investment Strategies, Investment Management, Financial Risk, Derivatives, Treasury, Mutual Funds
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance
Washington University in St. Louis - Olin Business School 1985 — 1989
BSBA, Finance, Accounting, Economics
Victoria (Cioffi) Neary Victoria (Cioffi) Neary's AllianceBernstein Experience January 2007 - December 2008
Job Administrative Support Associate at Long Island Jewish Medical Center
Industry Insurance
Experience
Long Island Jewish Medical Center July 2015 - Present
victoriacioffi.com July 2006 - Present
Risk Management Planning Group December 2011 - July 2015
Risk Management Planning Group July 2011 - December 2011
AllianceBernstein January 2007 - December 2008
AllianceBernstein November 2005 - January 2007
Park Avenue Studios July 2004 - September 2006
1-800-FLOWERS.COM August 2004 - November 2005
Skills
Excel, Scheduling, Photography, Microsoft Excel, Process Scheduler, Social Media, Marketing Communications, Customer Service, Budgets, Management
Education
University at Albany, SUNY 2000 — 2004
BS, Studio art, business
Long Island Jewish Medical Center July 2015 - Present
victoriacioffi.com July 2006 - Present
Risk Management Planning Group December 2011 - July 2015
Risk Management Planning Group July 2011 - December 2011
AllianceBernstein January 2007 - December 2008
AllianceBernstein November 2005 - January 2007
Park Avenue Studios July 2004 - September 2006
1-800-FLOWERS.COM August 2004 - November 2005
Skills
Excel, Scheduling, Photography, Microsoft Excel, Process Scheduler, Social Media, Marketing Communications, Customer Service, Budgets, Management
Education
University at Albany, SUNY 2000 — 2004
BS, Studio art, business
Brian Gupton's AllianceBernstein Experience 2001 - 2007
Job Vice PresidentSales and Strategic Relationships at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2015 - Present
Transamerica Retirement Solutions 2008 - January 2015
GenSpring Family Offices 2007 - 2008
AllianceBernstein 2001 - 2007
Trusco Capital Management 1997 - 2001
Synovus Trust Company 1993 - 1997
Trust Company of the South 1990 - 1993
Skills
Investments, Financial Services, Retirement Planning, Strategy, Leadership, 401k, Business Planning, New Business Development, Mutual Funds, Retirement Plan..., Series 63, Retirement, Asset Allocation, Wealth Management, Sales, Sales Management, Investment Management, Series 65, Pensions, Investment Advisory, Alternative Investments, Defined Benefit, Business Strategy, Financial Advisory, ERISA, Defined Contribution, Qualified Retirement...
Education
Trinity College-Hartford
BA, Economics
Trinity College-Hartford
MA Economics
Prudential Financial January 2015 - Present
Transamerica Retirement Solutions 2008 - January 2015
GenSpring Family Offices 2007 - 2008
AllianceBernstein 2001 - 2007
Trusco Capital Management 1997 - 2001
Synovus Trust Company 1993 - 1997
Trust Company of the South 1990 - 1993
Skills
Investments, Financial Services, Retirement Planning, Strategy, Leadership, 401k, Business Planning, New Business Development, Mutual Funds, Retirement Plan..., Series 63, Retirement, Asset Allocation, Wealth Management, Sales, Sales Management, Investment Management, Series 65, Pensions, Investment Advisory, Alternative Investments, Defined Benefit, Business Strategy, Financial Advisory, ERISA, Defined Contribution, Qualified Retirement...
Education
Trinity College-Hartford
BA, Economics
Trinity College-Hartford
MA Economics
Paul DeNoon Paul DeNoon's AllianceBernstein Experience 1992 - Present
Job SVP and Partner at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein 1992 - Present
Education
Union College 1980 — 1984
BA, Economics
McQuaid Jesuit 1976 — 1980
NYU Stern School of Business
MBA
AllianceBernstein 1992 - Present
Education
Union College 1980 — 1984
BA, Economics
McQuaid Jesuit 1976 — 1980
NYU Stern School of Business
MBA
Matthew Appelbaum Matthew Appelbaum's AllianceBernstein Experience July 2015 - Present
Job Private Client Coordinator at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 2015 - Present
Catalina Beach Club May 2008 - July 2015
Blue Point Investment Management, LLC January 2015 - May 2015
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Accounting, Bloomberg, Investments, Bloomberg Terminal, Financial Accounting, Banking, Customer Service, Public Speaking, Social Media
Education
Towson University 2011 — 2015
Bachelor of Science (B.S.), Finance
AllianceBernstein July 2015 - Present
Catalina Beach Club May 2008 - July 2015
Blue Point Investment Management, LLC January 2015 - May 2015
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Accounting, Bloomberg, Investments, Bloomberg Terminal, Financial Accounting, Banking, Customer Service, Public Speaking, Social Media
Education
Towson University 2011 — 2015
Bachelor of Science (B.S.), Finance
Trang Luong's AllianceBernstein Experience June 2011 - June 2013
Job Equity Research Associate at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein June 2013 - Present
AllianceBernstein June 2011 - June 2013
Bradley, Foster & Sargent, Inc. May 2010 - July 2010
Trinity College - Hartford June 2009 - August 2009
Skills
Research, Economics, Financial Modeling, Financial Analysis, Data Analysis, Fixed Income, Equity Research, Bloomberg Terminal, Valuation, Microsoft Excel, PowerPoint, Asset Management, Bloomberg
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science (B.Sc.), Economics, with Honors
Sanford C. Bernstein June 2013 - Present
AllianceBernstein June 2011 - June 2013
Bradley, Foster & Sargent, Inc. May 2010 - July 2010
Trinity College - Hartford June 2009 - August 2009
Skills
Research, Economics, Financial Modeling, Financial Analysis, Data Analysis, Fixed Income, Equity Research, Bloomberg Terminal, Valuation, Microsoft Excel, PowerPoint, Asset Management, Bloomberg
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science (B.Sc.), Economics, with Honors
Michael Castor's AllianceBernstein Experience 2001 - 2006
Job Portfolio Manager/Managing Director, Sio Capital Management
Industry Financial Services
Experience
Sio Capital Management LLC March 2006 - Present
AllianceBernstein 2001 - 2006
JP Morgan 2000 - 2001
Skills
Hedge Funds, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Finance, Capital Markets, Investment Banking, Bloomberg, Equity Research, Equities, Valuation
Education
The Ohio State University College of Medicine 1993 — 1997
MD, Medcine
Tulane University 1989 — 1993
BSE, Biomedical Engineering
Sio Capital Management LLC March 2006 - Present
AllianceBernstein 2001 - 2006
JP Morgan 2000 - 2001
Skills
Hedge Funds, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Finance, Capital Markets, Investment Banking, Bloomberg, Equity Research, Equities, Valuation
Education
The Ohio State University College of Medicine 1993 — 1997
MD, Medcine
Tulane University 1989 — 1993
BSE, Biomedical Engineering
Benjamin Spener's AllianceBernstein Experience June 2013 - August 2013
Job Fulbright Binational Business Grantee in Mexico City
Industry Research
Experience
Endeavor Mexico August 2015 - Present
Bernstein Research June 2014 - August 2015
Council on Foreign Relations January 2014 - May 2014
Columbia University Committee on Global Thought November 2011 - May 2014
Columbia University August 2011 - May 2014
Columbia University Senate: Student Affairs Committee January 2013 - January 2014
AllianceBernstein June 2013 - August 2013
Northwestern University Department of Mathematics June 2012 - July 2012
Education
Columbia University in the City of New York 2010 — 2014
B.A.
Universidad Torcuato di Tella 2012 — 2012
International School of the Americas 2006 — 2010
High School Diploma
University of Guadalajara Mexico 2009 — 2009
Endeavor Mexico August 2015 - Present
Bernstein Research June 2014 - August 2015
Council on Foreign Relations January 2014 - May 2014
Columbia University Committee on Global Thought November 2011 - May 2014
Columbia University August 2011 - May 2014
Columbia University Senate: Student Affairs Committee January 2013 - January 2014
AllianceBernstein June 2013 - August 2013
Northwestern University Department of Mathematics June 2012 - July 2012
Education
Columbia University in the City of New York 2010 — 2014
B.A.
Universidad Torcuato di Tella 2012 — 2012
International School of the Americas 2006 — 2010
High School Diploma
University of Guadalajara Mexico 2009 — 2009
Delphine Radet Delphine Radet's AllianceBernstein Experience June 2014 - Present
Job Quantitative Analyst Intern at AllianceBernstein
Industry Higher Education
Experience
AB December 2014 - Present
AllianceBernstein June 2014 - Present
AXA Mediterranean & Latin American Region April 2013 - August 2013
GIE AXA September 2012 - March 2013
Abylsen RA May 2012 - August 2012
Skills
Mathematics, Probability Theory, Statistics, Financial Engineering, Derivatives, Fixed Income, Performance Attribution, SQL, Matlab, VBA, Access, Data Analysis, Adaptability, Project Management, Optimization, Pricing, Risk Management, Financial Reporting, C++
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Operations Research, Concentration in Financial Engineering
Ecole centrale de Lyon 2010 — 2014
Master of Science in General Engineering
Université Lumière (Lyon II) 2010 — 2012
Bachelor of Science in Economics and Management
AB December 2014 - Present
AllianceBernstein June 2014 - Present
AXA Mediterranean & Latin American Region April 2013 - August 2013
GIE AXA September 2012 - March 2013
Abylsen RA May 2012 - August 2012
Skills
Mathematics, Probability Theory, Statistics, Financial Engineering, Derivatives, Fixed Income, Performance Attribution, SQL, Matlab, VBA, Access, Data Analysis, Adaptability, Project Management, Optimization, Pricing, Risk Management, Financial Reporting, C++
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Operations Research, Concentration in Financial Engineering
Ecole centrale de Lyon 2010 — 2014
Master of Science in General Engineering
Université Lumière (Lyon II) 2010 — 2012
Bachelor of Science in Economics and Management
Madeline Ching Madeline Ching's AllianceBernstein Experience June 2014 - August 2014
Job Technology Analyst at Accenture
Industry Mechanical or Industrial Engineering
Experience
Accenture July 2015 - Present
Museum of Science January 2015 - May 2015
AllianceBernstein June 2014 - August 2014
Engineering Outreach May 2013 - June 2013
Tufts University December 2012 - May 2013
Kohlberg Math December 2011 - May 2013
AECOM June 2012 - August 2012
Skills
MathCAD, AutoCAD, VBA, Microsoft Excel, Microsoft Word, PowerPoint, ANSYS, Finite Element Analysis, Solidworks, Research, Matlab, SolidWorks, Microsoft Office
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Mechanical Engineering
University of Auckland 2013 — 2013
Program Abroad, Mechanical Engineering
Holmdel High School 2007 — 2011
High School Diploma
Accenture July 2015 - Present
Museum of Science January 2015 - May 2015
AllianceBernstein June 2014 - August 2014
Engineering Outreach May 2013 - June 2013
Tufts University December 2012 - May 2013
Kohlberg Math December 2011 - May 2013
AECOM June 2012 - August 2012
Skills
MathCAD, AutoCAD, VBA, Microsoft Excel, Microsoft Word, PowerPoint, ANSYS, Finite Element Analysis, Solidworks, Research, Matlab, SolidWorks, Microsoft Office
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Mechanical Engineering
University of Auckland 2013 — 2013
Program Abroad, Mechanical Engineering
Holmdel High School 2007 — 2011
High School Diploma
Marco (Guarneros) Valencia's AllianceBernstein Experience June 2014 - November 2014
Job Trust Operations Specialist
Industry Investment Management
Experience
Jefferson Bank May 2015 - Present
Jefferson Bank November 2014 - May 2015
AllianceBernstein June 2014 - November 2014
Frost Bank April 2012 - June 2014
ProActivo Risk Solutions 2007 - 2009
Skills
English, Data Analysis, Financial Analysis, Finance, Public Speaking, Teamwork, Microsoft Excel, Research, HTML, Budgets, Analysis, Administration, Banking, Data Entry, Negotiation, Time Management, Sales, Management, Project Management, Project Planning, Market Research, Microsoft Word, Customer Service, PowerPoint, Windows
Education
Boston Institute of Finance
Certified Mutual Funds Specialist Program, Trading
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Jefferson Bank May 2015 - Present
Jefferson Bank November 2014 - May 2015
AllianceBernstein June 2014 - November 2014
Frost Bank April 2012 - June 2014
ProActivo Risk Solutions 2007 - 2009
Skills
English, Data Analysis, Financial Analysis, Finance, Public Speaking, Teamwork, Microsoft Excel, Research, HTML, Budgets, Analysis, Administration, Banking, Data Entry, Negotiation, Time Management, Sales, Management, Project Management, Project Planning, Market Research, Microsoft Word, Customer Service, PowerPoint, Windows
Education
Boston Institute of Finance
Certified Mutual Funds Specialist Program, Trading
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Susan Flanagan Susan Flanagan's AllianceBernstein Experience January 2009 - October 2010
Job Strategic Service & Sales Manager Defined Contribution Investments at AllianceBernstein
Industry Financial Services
Experience
AB October 2010 - Present
AllianceBernstein January 2009 - October 2010
AllianceBernstein March 2006 - December 2008
Beneficial August 2004 - March 2006
Skills
Asset Allocation, Mutual Funds, Investments, Series 7, Series 63, Defined Contribution, Financial Analysis, 401k, Series 24
Education
University at Albany, SUNY 2000 — 2004
BS, Economics, Business, Communications
AB October 2010 - Present
AllianceBernstein January 2009 - October 2010
AllianceBernstein March 2006 - December 2008
Beneficial August 2004 - March 2006
Skills
Asset Allocation, Mutual Funds, Investments, Series 7, Series 63, Defined Contribution, Financial Analysis, 401k, Series 24
Education
University at Albany, SUNY 2000 — 2004
BS, Economics, Business, Communications
Samuel Basinger Samuel Basinger's AllianceBernstein Experience July 2012 - Present
Job Global Service Desk Agent Remote Support at AllianceBernstein
Industry Information Technology and Services
Experience
AllianceBernstein July 2012 - Present
Technisource July 2012 - Present
AllianceBernstein January 2013 - May 2013
Self Employed 2009 - July 2012
Skills
Windows System..., Microsoft Office, Great troubleshooting..., Remote User Support, Desktop Application..., Hardware Diagnostics, Top-notch Customer...
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2008
AllianceBernstein July 2012 - Present
Technisource July 2012 - Present
AllianceBernstein January 2013 - May 2013
Self Employed 2009 - July 2012
Skills
Windows System..., Microsoft Office, Great troubleshooting..., Remote User Support, Desktop Application..., Hardware Diagnostics, Top-notch Customer...
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2008
Greg Erwinski Greg Erwinski's AllianceBernstein Experience July 2010 - Present
Job Director, Global Business Development, AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein July 2010 - Present
Legg Mason February 1999 - June 2010
Dreyfus March 1997 - January 1999
Skills
Inclusive Leadership, Collaborative Problem..., Distribution Strategies, Strategic Partnerships, Partner Development, Partner Management, Organizational..., Thought Leadership, Sales Effectiveness, Goal-driven leader, Goal Oriented, Goal-oriented..., Exceed Sales Goals, Mutual Funds, Hedge Funds, Separately Managed..., Strategic Vision, Visionary, Outcome focused, Commercial Focus, Solution Development
Education
Towson University 1992 — 1996
Bachelor of Science (BS), Finance, General
AllianceBernstein July 2010 - Present
Legg Mason February 1999 - June 2010
Dreyfus March 1997 - January 1999
Skills
Inclusive Leadership, Collaborative Problem..., Distribution Strategies, Strategic Partnerships, Partner Development, Partner Management, Organizational..., Thought Leadership, Sales Effectiveness, Goal-driven leader, Goal Oriented, Goal-oriented..., Exceed Sales Goals, Mutual Funds, Hedge Funds, Separately Managed..., Strategic Vision, Visionary, Outcome focused, Commercial Focus, Solution Development
Education
Towson University 1992 — 1996
Bachelor of Science (BS), Finance, General
Maria Voulgaris Shaw Maria Voulgaris Shaw's AllianceBernstein Experience 2010 - 2011
Job Investment Management Professional
Industry Investment Management
Experience
Future Tech Consultants September 2013 - Present
AllianceBernstein 2010 - 2011
Spectra Financial Group May 1995 - February 2005
Skills
Hedge Funds, Derivatives, Asset Management, Investments, Portfolio Management, Trading
Education
State University of New York at Albany
Future Tech Consultants September 2013 - Present
AllianceBernstein 2010 - 2011
Spectra Financial Group May 1995 - February 2005
Skills
Hedge Funds, Derivatives, Asset Management, Investments, Portfolio Management, Trading
Education
State University of New York at Albany
Stephanie Rafail's AllianceBernstein Experience December 2010 - June 2011
Job Leader, Mergers and Acquisitions at MasterCard
Industry Investment Management
Experience
MasterCard March 2014 - Present
MasterCard June 2011 - February 2014
AllianceBernstein December 2010 - June 2011
AllianceBernstein September 2008 - November 2010
University at Albany September 2005 - May 2008
Rye City School District June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Outlook, Access, Event Planning, Microsoft Word, Lotus Notes, Management, Social Media, Human Resources, Event Management, Financial Modeling, Forecasting, Performance Management, Data Analysis, Budgets, Analysis, Administration, Finance, Strategic Planning, Mergers & Acquisitions
Education
Long Island University Westchester 2009 — 2011
MA, in progress, Education
University at Albany, SUNY 2005 — 2008
Bachelors, Mathematics, Business
MasterCard March 2014 - Present
MasterCard June 2011 - February 2014
AllianceBernstein December 2010 - June 2011
AllianceBernstein September 2008 - November 2010
University at Albany September 2005 - May 2008
Rye City School District June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Outlook, Access, Event Planning, Microsoft Word, Lotus Notes, Management, Social Media, Human Resources, Event Management, Financial Modeling, Forecasting, Performance Management, Data Analysis, Budgets, Analysis, Administration, Finance, Strategic Planning, Mergers & Acquisitions
Education
Long Island University Westchester 2009 — 2011
MA, in progress, Education
University at Albany, SUNY 2005 — 2008
Bachelors, Mathematics, Business
Paul Matatall Paul Matatall's AllianceBernstein Experience August 2004 - August 2005
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Edward Jones August 2006 - March 2012
AllianceBernstein August 2004 - August 2005
Zone Trading August 2003 - August 2004
Skills
Investment Strategies, Series 7, Sales, Investment Advisory, Mutual Funds, Wealth Management, Finance, Investments, Retirement Planning, Equities, Series 63, Asset Allocation, Portfolio Management, Retirement, Leadership, Fixed Annuities, Uniform Combined State..., Financial Advisory, IRAs
Education
The University of Texas at Austin 2000 — 2003
BA, Economics
The University of Texas at Austin
BA Economics, Economics
Edward Jones April 2012 - Present
Edward Jones August 2006 - March 2012
AllianceBernstein August 2004 - August 2005
Zone Trading August 2003 - August 2004
Skills
Investment Strategies, Series 7, Sales, Investment Advisory, Mutual Funds, Wealth Management, Finance, Investments, Retirement Planning, Equities, Series 63, Asset Allocation, Portfolio Management, Retirement, Leadership, Fixed Annuities, Uniform Combined State..., Financial Advisory, IRAs
Education
The University of Texas at Austin 2000 — 2003
BA, Economics
The University of Texas at Austin
BA Economics, Economics
Nick Loglisci Jr.'s AllianceBernstein Experience April 2005 - April 2011
Job Managing Director, Head of Consultant Relations North America at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors April 2011 - Present
AllianceBernstein April 2005 - April 2011
TimeLink 2001 - 2005
IBS/Digital Fusion 1994 - 2001
Motorola 1990 - 1994
US Army 1985 - 1990
Education
United States Military Academy at West Point 1981 — 1985
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA
Allianz Global Investors April 2011 - Present
AllianceBernstein April 2005 - April 2011
TimeLink 2001 - 2005
IBS/Digital Fusion 1994 - 2001
Motorola 1990 - 1994
US Army 1985 - 1990
Education
United States Military Academy at West Point 1981 — 1985
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA
Sunny Das's AllianceBernstein Experience June 2012 - August 2012
Job Founder and CEO at Texas Custom Apparel
Industry Financial Services
Experience
Texas Custom Apparel, LLC June 2013 - Present
Kaplan June 2011 - Present
Capital One June 2014 - August 2014
Calton & Associates, Inc. March 2013 - August 2013
Forte Tutoring August 2012 - February 2013
AllianceBernstein June 2012 - August 2012
HBO March 2012 - March 2012
Sears Holdings Corporation March 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Financial Modeling, Financial Analysis, Access, Data Analysis, Research, Social Media, Investment Advisory, DST, AWD, Statistical Tools, SEO, Customer Service, Event Planning, Teaching, MySQL, Photoshop, New Business Development, Accounting, Leadership, Teamwork, Social Networking, Facebook, Nonprofits, Statistics, Fundraising, Market Research, Analysis, Project Management, Paintball, Entrepreneurship, Investments, Marketing, Economics
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Investment Management
Brighton High School
Texas Custom Apparel, LLC June 2013 - Present
Kaplan June 2011 - Present
Capital One June 2014 - August 2014
Calton & Associates, Inc. March 2013 - August 2013
Forte Tutoring August 2012 - February 2013
AllianceBernstein June 2012 - August 2012
HBO March 2012 - March 2012
Sears Holdings Corporation March 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Financial Modeling, Financial Analysis, Access, Data Analysis, Research, Social Media, Investment Advisory, DST, AWD, Statistical Tools, SEO, Customer Service, Event Planning, Teaching, MySQL, Photoshop, New Business Development, Accounting, Leadership, Teamwork, Social Networking, Facebook, Nonprofits, Statistics, Fundraising, Market Research, Analysis, Project Management, Paintball, Entrepreneurship, Investments, Marketing, Economics
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Investment Management
Brighton High School
Adam Verchinski, CPWA® Adam Verchinski, CPWA®'s AllianceBernstein Experience October 2010 - September 2011
Job Vice President Senior Relationship Manager at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions May 2013 - Present
Pershing October 2011 - May 2013
AllianceBernstein October 2010 - September 2011
AllianceBernstein February 2008 - October 2010
Capco November 2007 - January 2008
Accenture August 1997 - November 2007
Skills
Business Development, Cross-functional Team..., Financial Services, Strategy, Investments, Business Analysis, CRM, Program Management, Equities, Product Management, Management, Asset Managment, Portfolio Management, Marketing Strategy, Enterprise Software, Change Management, Entrepreneurship, Project Management, Web Analytics, Quality Assurance, Leadership, Consulting, Strategic Planning, Asset Management, Executive Management, Marketing, Fixed Income, Investment Management, Analysis, Relationship Management
Education
The University of Chicago Booth School of Business 2015 — 2015
Certificate, Certified Private Wealth Advisor CPWA® professional
University of Delaware - Lerner College of Business and Economics 1993 — 1997
Bachelor of Science, Finance and Economics
Pershing Advisor Solutions May 2013 - Present
Pershing October 2011 - May 2013
AllianceBernstein October 2010 - September 2011
AllianceBernstein February 2008 - October 2010
Capco November 2007 - January 2008
Accenture August 1997 - November 2007
Skills
Business Development, Cross-functional Team..., Financial Services, Strategy, Investments, Business Analysis, CRM, Program Management, Equities, Product Management, Management, Asset Managment, Portfolio Management, Marketing Strategy, Enterprise Software, Change Management, Entrepreneurship, Project Management, Web Analytics, Quality Assurance, Leadership, Consulting, Strategic Planning, Asset Management, Executive Management, Marketing, Fixed Income, Investment Management, Analysis, Relationship Management
Education
The University of Chicago Booth School of Business 2015 — 2015
Certificate, Certified Private Wealth Advisor CPWA® professional
University of Delaware - Lerner College of Business and Economics 1993 — 1997
Bachelor of Science, Finance and Economics
Robert Capobianco, CIMA® Robert Capobianco, CIMA®'s AllianceBernstein Experience April 2007 - April 2009
Job Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
Montage Investments April 2011 - January 2015
ICON Capital Corp. April 2009 - April 2011
AllianceBernstein April 2007 - April 2009
Skills
Investments, Mutual Funds, Asset Management, Equities, Series 7, Series 63, Fixed Income, ETFs, Hedge Funds, Asset Allocation, Separately Managed..., Alternative Investments, Financial Advisory, Portfolio Management, Securities, Retirement Planning, Wealth Management
Education
Wharton School, University of Pennsylvania 2012 — 2012
CIMA, Finance
University at Albany, SUNY 2002 — 2005
B.A. Arts, Political Science
Guggenheim Partners January 2015 - Present
Montage Investments April 2011 - January 2015
ICON Capital Corp. April 2009 - April 2011
AllianceBernstein April 2007 - April 2009
Skills
Investments, Mutual Funds, Asset Management, Equities, Series 7, Series 63, Fixed Income, ETFs, Hedge Funds, Asset Allocation, Separately Managed..., Alternative Investments, Financial Advisory, Portfolio Management, Securities, Retirement Planning, Wealth Management
Education
Wharton School, University of Pennsylvania 2012 — 2012
CIMA, Finance
University at Albany, SUNY 2002 — 2005
B.A. Arts, Political Science
Santonu Pal's AllianceBernstein Experience July 2010 - May 2012
Job Information Security Consultant at Parsons Brinckerhoff
Industry Computer & Network Security
Experience
Parsons Brinckerhoff May 2012 - Present
Green Network LLC February 2002 - Present
AllianceBernstein July 2010 - May 2012
Dexia Credit Local May 2010 - July 2010
Bloomberg LP November 2003 - March 2010
U.S. Customs and Border Protection November 2002 - October 2003
Ernst & Young LLP June 2001 - October 2002
Procter & Gamble June 1997 - June 2001
Skills
Information Security, Security, Vulnerability Management, Vulnerability Assessment, Risk Assessment, Security Policy, IPS, NIST, Financial Risk, Internal Audit, ITIL, Networking, Network Security, Intrusion Detection, CISA, IT Management, Infrastructure, Disaster Recovery, FISMA, Management, Information Security..., CISSP, Encryption, System Deployment, Business Continuity, Computer Forensics, PCI DSS, IT Audit, IDS
Education
The University of Texas at Austin 1993 — 1997
BS
Parsons Brinckerhoff May 2012 - Present
Green Network LLC February 2002 - Present
AllianceBernstein July 2010 - May 2012
Dexia Credit Local May 2010 - July 2010
Bloomberg LP November 2003 - March 2010
U.S. Customs and Border Protection November 2002 - October 2003
Ernst & Young LLP June 2001 - October 2002
Procter & Gamble June 1997 - June 2001
Skills
Information Security, Security, Vulnerability Management, Vulnerability Assessment, Risk Assessment, Security Policy, IPS, NIST, Financial Risk, Internal Audit, ITIL, Networking, Network Security, Intrusion Detection, CISA, IT Management, Infrastructure, Disaster Recovery, FISMA, Management, Information Security..., CISSP, Encryption, System Deployment, Business Continuity, Computer Forensics, PCI DSS, IT Audit, IDS
Education
The University of Texas at Austin 1993 — 1997
BS
Chai Suh's AllianceBernstein Experience February 2013 - Present
Job SVP Finance Director of FP&A at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein February 2013 - Present
PepsiCo June 2011 - February 2013
PepsiCo May 2010 - June 2011
PepsiCo January 2008 - May 2010
PepsiCo November 2007 - January 2008
PepsiCo International - LAR F&B July 2006 - November 2007
PepsiCo International - Latin America Beverages February 2005 - July 2006
PepsiCo International - Latin America Beverages February 2003 - February 2005
PepsiCo, Inc. June 2001 - February 2003
Embassy of Mexico Washington DC - Secretaria de Comercio y Fomento Industrial November 1996 - July 1999
Skills
Mergers, Strategic Planning, Financial Planning, Cross-functional Team..., Planning, Project Planning, Strategic Financial..., Forecasting, Competitive Analysis, Business Development, Business Strategy, Corporate Finance, Due Diligence, Finance, Leadership, Management, Mergers, New Business Development, P, Performance Management, Portfolio Management, Project Management, Strategy, Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance, General
Universidad Nacional Autónoma de México 1989 — 1994
BS, Chemical Engineering
AllianceBernstein February 2013 - Present
PepsiCo June 2011 - February 2013
PepsiCo May 2010 - June 2011
PepsiCo January 2008 - May 2010
PepsiCo November 2007 - January 2008
PepsiCo International - LAR F&B July 2006 - November 2007
PepsiCo International - Latin America Beverages February 2005 - July 2006
PepsiCo International - Latin America Beverages February 2003 - February 2005
PepsiCo, Inc. June 2001 - February 2003
Embassy of Mexico Washington DC - Secretaria de Comercio y Fomento Industrial November 1996 - July 1999
Skills
Mergers, Strategic Planning, Financial Planning, Cross-functional Team..., Planning, Project Planning, Strategic Financial..., Forecasting, Competitive Analysis, Business Development, Business Strategy, Corporate Finance, Due Diligence, Finance, Leadership, Management, Mergers, New Business Development, P, Performance Management, Portfolio Management, Project Management, Strategy, Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance, General
Universidad Nacional Autónoma de México 1989 — 1994
BS, Chemical Engineering
Friederike Brink's AllianceBernstein Experience November 2005 - Present
Job Director, Marketing Communications
Industry Investment Management
Experience
AllianceBernstein November 2005 - Present
ACM Bernstein GmbH, Munich March 2002 - October 2005
EDAG S.A., Barcelona August 2000 - October 2000
POP Point of Presence GmbH, Hamburg May 1999 - July 1999
Skills
Marketing Strategy, Marketing, Project Management
Education
Universität Passau 1996 — 2001
Diplom, International Business and Cultural Studies
AllianceBernstein November 2005 - Present
ACM Bernstein GmbH, Munich March 2002 - October 2005
EDAG S.A., Barcelona August 2000 - October 2000
POP Point of Presence GmbH, Hamburg May 1999 - July 1999
Skills
Marketing Strategy, Marketing, Project Management
Education
Universität Passau 1996 — 2001
Diplom, International Business and Cultural Studies
Julie R. Mandell's AllianceBernstein Experience August 2009 - February 2014
Job Fixed Income Client Portfolio Manager at Schroders
Industry Financial Services
Experience
Schroders March 2014 - Present
AllianceBernstein August 2009 - February 2014
AllianceBernstein March 1996 - December 2009
Sanford C. Bernstein 1996 - 2000
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
Union College 1991 — 1995
Schroders March 2014 - Present
AllianceBernstein August 2009 - February 2014
AllianceBernstein March 1996 - December 2009
Sanford C. Bernstein 1996 - 2000
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
Union College 1991 — 1995
Joseph Ehrlich's AllianceBernstein Experience June 2011 - Present
Job University Recruitment Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2011 - Present
Toys R Us January 2010 - April 2011
R.A.O. Contract Sales 2008 - 2010
Credit Suisse 2005 - 2008
Education
Union College
Valley Stream North High School
AllianceBernstein June 2011 - Present
Toys R Us January 2010 - April 2011
R.A.O. Contract Sales 2008 - 2010
Credit Suisse 2005 - 2008
Education
Union College
Valley Stream North High School
Amanda Goller's AllianceBernstein Experience May 2005 - April 2008
Job Director, Global New Business Development at Hess Corporation
Industry Oil & Energy
Experience
Hess Corporation August 2015 - Present
Hess Corporation April 2013 - August 2015
Hess Corporation August 2011 - April 2013
Hess Corporation March 2011 - August 2011
Hess Corporation April 2008 - March 2011
AllianceBernstein May 2005 - April 2008
McKinsey & Co September 2002 - April 2005
McKinsey & Company April 2000 - September 2002
ML Payton Consultants February 1999 - April 2000
Skills
Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Strategy, Business Strategy, Strategic Planning, Energy, Management Consulting, Valuation, Private Equity, Financial Analysis, Asset Management
Education
Thunderbird School of Global Management 1997 — 1998
MBA
University of Kansas 1993 — 1997
Bachelor of Science (BS), Journalism
Hess Corporation August 2015 - Present
Hess Corporation April 2013 - August 2015
Hess Corporation August 2011 - April 2013
Hess Corporation March 2011 - August 2011
Hess Corporation April 2008 - March 2011
AllianceBernstein May 2005 - April 2008
McKinsey & Co September 2002 - April 2005
McKinsey & Company April 2000 - September 2002
ML Payton Consultants February 1999 - April 2000
Skills
Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Strategy, Business Strategy, Strategic Planning, Energy, Management Consulting, Valuation, Private Equity, Financial Analysis, Asset Management
Education
Thunderbird School of Global Management 1997 — 1998
MBA
University of Kansas 1993 — 1997
Bachelor of Science (BS), Journalism
Julia Miller's AllianceBernstein Experience 2011 - 2012
Job Teacher at Wagner High School, Judson ISD, San Antonio, TX
Industry Education Management
Experience
NISD, San Antonio, TX August 2013 - January 2015
Carrizo Springs CISD August 2013 - June 2014
JPMorgan Chase 2012 - 2012
AllianceBernstein 2011 - 2012
USAA April 1996 - September 2009
US Army 1985 - 1993
Skills
Fraud, AML, Enterprise Risk..., Risk Management, Operational Risk..., KYC, Military, Financial Risk, Financial Services, Investment Management, Legal Research, Identity Management, Identity Theft, Website Development, Web Design, Compliance, Fraud Investigations, Fraud Analysis, Fraud Prevention, Risk, Dog Breeder, AKC, Education, Business Management..., Global Business..., Financial Analysis, Financial Analysis..., Microsoft Office, Microsoft Office..., Internal Audit, Analysis, Investments, Training, Curriculum Development, Classroom Management, Classroom Instruction, Leadership, Anti Money Laundering, Customer Service, Strategic Planning, Team Building
Education
University of Phoenix 2006 — 2009
Bachelor's Degree, Business Management
The University of Texas at San Antonio 1993 — 1998
Bachelor of Science (BS), Business Management
NISD, San Antonio, TX August 2013 - January 2015
Carrizo Springs CISD August 2013 - June 2014
JPMorgan Chase 2012 - 2012
AllianceBernstein 2011 - 2012
USAA April 1996 - September 2009
US Army 1985 - 1993
Skills
Fraud, AML, Enterprise Risk..., Risk Management, Operational Risk..., KYC, Military, Financial Risk, Financial Services, Investment Management, Legal Research, Identity Management, Identity Theft, Website Development, Web Design, Compliance, Fraud Investigations, Fraud Analysis, Fraud Prevention, Risk, Dog Breeder, AKC, Education, Business Management..., Global Business..., Financial Analysis, Financial Analysis..., Microsoft Office, Microsoft Office..., Internal Audit, Analysis, Investments, Training, Curriculum Development, Classroom Management, Classroom Instruction, Leadership, Anti Money Laundering, Customer Service, Strategic Planning, Team Building
Education
University of Phoenix 2006 — 2009
Bachelor's Degree, Business Management
The University of Texas at San Antonio 1993 — 1998
Bachelor of Science (BS), Business Management
Nancy Tassiello Gerstner's AllianceBernstein Experience 2005 - 2008
Job AVP Institutional Sales Director, CRPS
Industry Financial Services
Experience
Legg Mason May 2008 - Present
AllianceBernstein 2005 - 2008
travelers life and annuity 2002 - 2005
AXA Equitable 2002 - 2003
Nomura Securities 2000 - 2001
Skills
Series 7, Fixed Annuities, Series 63, Mutual Funds, Sales, Investments, Asset Managment, Wealth Management, Asset Allocation, 401k, Retirement Planning, Retirement, Series 6, Financial Services, Fixed Income, Equities
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (BS), finance
St. Joseph Hill Academy 1994 — 1998
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Legg Mason May 2008 - Present
AllianceBernstein 2005 - 2008
travelers life and annuity 2002 - 2005
AXA Equitable 2002 - 2003
Nomura Securities 2000 - 2001
Skills
Series 7, Fixed Annuities, Series 63, Mutual Funds, Sales, Investments, Asset Managment, Wealth Management, Asset Allocation, 401k, Retirement Planning, Retirement, Series 6, Financial Services, Fixed Income, Equities
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (BS), finance
St. Joseph Hill Academy 1994 — 1998
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Briggs Donaldson's AllianceBernstein Experience August 2005 - June 2010
Job Vice President at Capital Dynamics
Industry Venture Capital & Private Equity
Experience
Capital Dynamics June 2014 - Present
Pantheon Ventures February 2012 - June 2014
BlackRock June 2010 - February 2012
AllianceBernstein August 2005 - June 2010
Skills
Alternative Investments, Investment Management, Private Equity, Asset Management, Business Development, Capital Markets, Series 63, Asset Allocation, Equities, Due Diligence
Education
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (BA), History
Capital Dynamics June 2014 - Present
Pantheon Ventures February 2012 - June 2014
BlackRock June 2010 - February 2012
AllianceBernstein August 2005 - June 2010
Skills
Alternative Investments, Investment Management, Private Equity, Asset Management, Business Development, Capital Markets, Series 63, Asset Allocation, Equities, Due Diligence
Education
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (BA), History
Andrew Ahrensdorf's AllianceBernstein Experience 2007 - 2008
Job at FirstService Financial
Industry Investment Management
Experience
FirstService Financial April 2011 - Present
BNP Paribas Investment Partners 2008 - March 2011
AllianceBernstein 2007 - 2008
Skills
Fixed Income, Equities, Asset Managment, Asset Management, Investments, Finance, Financial Reporting, Forecasting, Banking, Loans, Bonds, Trading, Accounting, Economics, Cash Management, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Management, Financial Markets
Education
Trinity College-Hartford 2003 — 2007
Bachelor of Arts
Radnor High School
FirstService Financial April 2011 - Present
BNP Paribas Investment Partners 2008 - March 2011
AllianceBernstein 2007 - 2008
Skills
Fixed Income, Equities, Asset Managment, Asset Management, Investments, Finance, Financial Reporting, Forecasting, Banking, Loans, Bonds, Trading, Accounting, Economics, Cash Management, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Management, Financial Markets
Education
Trinity College-Hartford 2003 — 2007
Bachelor of Arts
Radnor High School
Shane Sanders's AllianceBernstein Experience October 2001 - June 2007
Job Surgical Stapling & Advanced Energy at Covidien
Industry Medical Devices
Experience
Covidien January 2014 - Present
CooperSurgical October 2009 - January 2014
MAST Biosurgery June 2007 - October 2009
AllianceBernstein October 2001 - June 2007
Skills
OB/GYN, Operating Room, Surgeons, Medical Devices, Capital Equipment, Cardiology, Urology, Disposables, Medical Sales, Market Development, Surgical Instruments, Vascular
Education
The University of Texas at Austin
Covidien January 2014 - Present
CooperSurgical October 2009 - January 2014
MAST Biosurgery June 2007 - October 2009
AllianceBernstein October 2001 - June 2007
Skills
OB/GYN, Operating Room, Surgeons, Medical Devices, Capital Equipment, Cardiology, Urology, Disposables, Medical Sales, Market Development, Surgical Instruments, Vascular
Education
The University of Texas at Austin
Nivan Jaleeli, CIMA®'s AllianceBernstein Experience December 2007 - November 2008
Job Vice President iShares Investment Management Consultant at BlackRock
Industry Investment Management
Experience
BlackRock April 2014 - Present
Prudential Investments February 2009 - April 2014
AllianceBernstein December 2007 - November 2008
OppenheimerFunds February 2003 - December 2007
AXA Enterprise January 1999 - February 2003
Davis Selected Advisors 1998 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
BS, Accounting
BlackRock April 2014 - Present
Prudential Investments February 2009 - April 2014
AllianceBernstein December 2007 - November 2008
OppenheimerFunds February 2003 - December 2007
AXA Enterprise January 1999 - February 2003
Davis Selected Advisors 1998 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
BS, Accounting
Jory Lesser's AllianceBernstein Experience October 2012 - March 2015
Job Private Client Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2012 - March 2015
US Trust July 2011 - September 2012
US Trust June 2010 - August 2010
Callan Associates February 2010 - May 2010
Everest Properties May 2008 - August 2008
Everest Properties May 2006 - August 2006
Skills
Investments, Series 7, Series 63, Fixed Income, Investment Management, Investment Strategies, Finance, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Finance
University of California, Berkeley 2006 — 2010
Bachelor of Arts, History
University of New South Wales 2009 — 2009
History
AllianceBernstein October 2012 - March 2015
US Trust July 2011 - September 2012
US Trust June 2010 - August 2010
Callan Associates February 2010 - May 2010
Everest Properties May 2008 - August 2008
Everest Properties May 2006 - August 2006
Skills
Investments, Series 7, Series 63, Fixed Income, Investment Management, Investment Strategies, Finance, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Finance
University of California, Berkeley 2006 — 2010
Bachelor of Arts, History
University of New South Wales 2009 — 2009
History
Garry Sobel's AllianceBernstein Experience May 2009 - June 2011
Job Senior Vice President at Kaufman Realty Group
Industry Investment Management
Experience
Kaufman Realty Group July 2013 - Present
Scout Properties August 1994 - May 2015
Deutsche Bank Securities September 2011 - July 2013
Bernstein Global Wealth Management May 2009 - June 2011
AllianceBernstein May 2009 - June 2011
Avondale Capital August 2002 - May 2009
Sevista Technologies January 2001 - January 2002
Outweb September 1999 - October 2000
Portman Companies March 1989 - August 1994
KPMG Peat Marwick September 1986 - March 1989
Skills
Wealth Management, Financial Services, Strategy, Asset Allocation, Market Research, Business Development, Sales, Asset Managment, Estate Planning, Financial Advisory, Finance, Due Diligence, Real Estate Economics, Asset Management, Investment Strategies, Financial Analysis, Investment Properties, Commercial Real Estate, Start-ups, Mergers & Acquisitions, Budgets, New Business Development, Investments, Real Estate, Management, Real Estate Development
Education
The Ohio State University 1981 — 1986
B.S. - Bus Adm, Marketing & Accounting - double major
Kaufman Realty Group July 2013 - Present
Scout Properties August 1994 - May 2015
Deutsche Bank Securities September 2011 - July 2013
Bernstein Global Wealth Management May 2009 - June 2011
AllianceBernstein May 2009 - June 2011
Avondale Capital August 2002 - May 2009
Sevista Technologies January 2001 - January 2002
Outweb September 1999 - October 2000
Portman Companies March 1989 - August 1994
KPMG Peat Marwick September 1986 - March 1989
Skills
Wealth Management, Financial Services, Strategy, Asset Allocation, Market Research, Business Development, Sales, Asset Managment, Estate Planning, Financial Advisory, Finance, Due Diligence, Real Estate Economics, Asset Management, Investment Strategies, Financial Analysis, Investment Properties, Commercial Real Estate, Start-ups, Mergers & Acquisitions, Budgets, New Business Development, Investments, Real Estate, Management, Real Estate Development
Education
The Ohio State University 1981 — 1986
B.S. - Bus Adm, Marketing & Accounting - double major
Anna Kantha's AllianceBernstein Experience October 2009 - October 2010
Job Senior Analyst in Business Intelligence at Sotheby's
Industry Fine Art
Experience
Sotheby's October 2010 - Present
AllianceBernstein October 2009 - October 2010
AllianceBernstein October 2005 - October 2009
Skills
Business Intelligence, Alternative Investments, Equities, Project Management, Strategy, Financial Analysis, Competitive Analysis, Corporate Finance, Microsoft Excel, Data Analysis, Editing, Business Strategy, Spanish, Microsoft Office, Entrepreneurship
Education
Tufts University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Tufts University 2001 — 2005
Bachelor's degree, Economics
Sotheby's October 2010 - Present
AllianceBernstein October 2009 - October 2010
AllianceBernstein October 2005 - October 2009
Skills
Business Intelligence, Alternative Investments, Equities, Project Management, Strategy, Financial Analysis, Competitive Analysis, Corporate Finance, Microsoft Excel, Data Analysis, Editing, Business Strategy, Spanish, Microsoft Office, Entrepreneurship
Education
Tufts University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Tufts University 2001 — 2005
Bachelor's degree, Economics
Devon Garcia's AllianceBernstein Experience January 2005 - Present
Job Process Control Coordinator
Industry Financial Services
Experience
AllianceBernstein January 2005 - Present
Skills
Project Management, Program Management, Leadership, Microsoft Office, Vendor Management
Education
The University of Texas at Austin 1999 — 2004
BA, Theatre
AllianceBernstein January 2005 - Present
Skills
Project Management, Program Management, Leadership, Microsoft Office, Vendor Management
Education
The University of Texas at Austin 1999 — 2004
BA, Theatre
Jesus (JC) Cabrera's AllianceBernstein Experience March 2007 - April 2014
Job Senior Vice President/ Senior Portfolio Manager at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Wealth Management April 2014 - Present
AllianceBernstein March 2007 - April 2014
Entrust Management LLC 2002 - 2007
Scudder Investments 1999 - 2002
State Street Research 1996 - 1999
JP Morgan Chase 1989 - 1996
SunTrust Bank 1984 - 1989
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science and Economics (BSE), Finance
UBS Wealth Management April 2014 - Present
AllianceBernstein March 2007 - April 2014
Entrust Management LLC 2002 - 2007
Scudder Investments 1999 - 2002
State Street Research 1996 - 1999
JP Morgan Chase 1989 - 1996
SunTrust Bank 1984 - 1989
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science and Economics (BSE), Finance
Christine Michalec's AllianceBernstein Experience March 2011 - August 2011
Job Associate Securities Processing Analyst at Citi
Industry Financial Services
P Rodriguez, CAMS's AllianceBernstein Experience June 2006 - August 2008
Job BSA/AML Compliance ManagerVP at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2014 - Present
JPMorgan Chase February 2013 - Present
JPMorgan Chase August 2008 - February 2013
AllianceBernstein June 2006 - August 2008
Skills
USA PATRIOT Act, Bank Secrecy Act, Operational Risk..., AML, Fraud, Mutual Funds, Anti Money Laundering, CAMS, Financial Risk, Operational Risk, Training, Enterprise Risk..., Portfolio Management, Regulations, Securities, Management, Banking, Financial Analysis, Financial Services, OFAC, Microsoft Office, KYC, Risk Management, Due Diligence
Education
The University of Texas at San Antonio 2005 — 2007
BBA, Finance, Minor: Information Systems
JPMorgan Chase 2014 - Present
JPMorgan Chase February 2013 - Present
JPMorgan Chase August 2008 - February 2013
AllianceBernstein June 2006 - August 2008
Skills
USA PATRIOT Act, Bank Secrecy Act, Operational Risk..., AML, Fraud, Mutual Funds, Anti Money Laundering, CAMS, Financial Risk, Operational Risk, Training, Enterprise Risk..., Portfolio Management, Regulations, Securities, Management, Banking, Financial Analysis, Financial Services, OFAC, Microsoft Office, KYC, Risk Management, Due Diligence
Education
The University of Texas at San Antonio 2005 — 2007
BBA, Finance, Minor: Information Systems
Valentina Vainstein's AllianceBernstein Experience July 2006 - October 2008
Job Info Sys SPL Programming IS at New York Presbyterian Hospital
Industry Computer Software
Experience
New York Presbyterian Hospital January 2009 - Present
AllianceBernstein July 2006 - October 2008
Software Forces, LLC. November 2003 - July 2006
Orion Telecommunications Corp. March 2002 - November 2003
Mediterranean Shipping, Inc. September 1999 - March 2002
Skills
Microsoft SQL Server, Quality Assurance, Business Intelligence, Testing, Access, Software Development, Crystal Reports, Vendor Management, Requirements Analysis, Databases, Oracle, Training, Programming, SDLC, Project Management
Education
Master, Computer Science, Mathematics, Physics
New York Presbyterian Hospital January 2009 - Present
AllianceBernstein July 2006 - October 2008
Software Forces, LLC. November 2003 - July 2006
Orion Telecommunications Corp. March 2002 - November 2003
Mediterranean Shipping, Inc. September 1999 - March 2002
Skills
Microsoft SQL Server, Quality Assurance, Business Intelligence, Testing, Access, Software Development, Crystal Reports, Vendor Management, Requirements Analysis, Databases, Oracle, Training, Programming, SDLC, Project Management
Education
Master, Computer Science, Mathematics, Physics
Roshni Palicha's AllianceBernstein Experience July 2006 - September 2011
Job ASM at Intralinks
Industry Financial Services
Experience
Intralinks June 2014 - Present
Party4aCause November 2009 - December 2014
Professionals for NonProfits January 2014 - May 2014
Guidepoint Global June 2012 - 2013
Guidepoint Global September 2011 - May 2012
AllianceBernstein July 2006 - September 2011
Skills
Market Research, Financial Analysis, Project Management, Business Development, Competitive Analysis, Investments, CRM, Team Building, Relationship Management, Nonprofits, Business Analysis, Microsoft Excel, Operations Management, PowerPoint, Hedge Funds, Equity Research, Marketing, Event Planning, Management, Asset Management, Financial Services, Wealth Management, Strategic Planning, Networking
Education
Herricks High School
The University of Connecticut School of Business
Bachelor of Science in Business Administration, Finance
Intralinks June 2014 - Present
Party4aCause November 2009 - December 2014
Professionals for NonProfits January 2014 - May 2014
Guidepoint Global June 2012 - 2013
Guidepoint Global September 2011 - May 2012
AllianceBernstein July 2006 - September 2011
Skills
Market Research, Financial Analysis, Project Management, Business Development, Competitive Analysis, Investments, CRM, Team Building, Relationship Management, Nonprofits, Business Analysis, Microsoft Excel, Operations Management, PowerPoint, Hedge Funds, Equity Research, Marketing, Event Planning, Management, Asset Management, Financial Services, Wealth Management, Strategic Planning, Networking
Education
Herricks High School
The University of Connecticut School of Business
Bachelor of Science in Business Administration, Finance
Thomas Jacoby's AllianceBernstein Experience January 1995 - Present
Job Associate Officer at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein January 1995 - Present
Chemical Bank October 1991 - December 1995
Transamerica Leasing April 1991 - July 1991
GAF Chemicals December 1990 - January 1991
Interpublic Group November 1987 - July 1990
Lever Brothers September 1982 - October 1987
Skills
MS Project, Visio, SQL, Sybase, Databases, XP, XML, Visual Studio, Requirements Analysis, PowerPoint, Access, Unix, Microsoft Excel, Microsoft Word, Java, Linux
Education
The University of Chicago Booth School of Business 1979 — 1981
M.B.A.
The University of Chicago 1972 — 1976
B.A.
AllianceBernstein January 1995 - Present
Chemical Bank October 1991 - December 1995
Transamerica Leasing April 1991 - July 1991
GAF Chemicals December 1990 - January 1991
Interpublic Group November 1987 - July 1990
Lever Brothers September 1982 - October 1987
Skills
MS Project, Visio, SQL, Sybase, Databases, XP, XML, Visual Studio, Requirements Analysis, PowerPoint, Access, Unix, Microsoft Excel, Microsoft Word, Java, Linux
Education
The University of Chicago Booth School of Business 1979 — 1981
M.B.A.
The University of Chicago 1972 — 1976
B.A.
Sharon (Mizel) Murphy's AllianceBernstein Experience February 2006 - December 2008
Job Vice President, Retirement Solutions at Pershing
Industry Investment Management
Experience
Pershing February 2010 - Present
AllianceBernstein February 2006 - December 2008
Johnson & Johnson Health Care Systems Inc. 2005 - 2006
Bernstein Investment Research and Management 1999 - 2003
Skills
Analysis, Portfolio Management, Mutual Funds, Investments, Competitive Analysis, Wealth Management
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
Tufts University 1994 — 1998
BS, Mechanical Engineering
Pershing February 2010 - Present
AllianceBernstein February 2006 - December 2008
Johnson & Johnson Health Care Systems Inc. 2005 - 2006
Bernstein Investment Research and Management 1999 - 2003
Skills
Analysis, Portfolio Management, Mutual Funds, Investments, Competitive Analysis, Wealth Management
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
Tufts University 1994 — 1998
BS, Mechanical Engineering
Monica de Marchena's AllianceBernstein Experience September 2006 - November 2008
Job
Industry Events Services
Experience
AllianceBernstein September 2006 - November 2008
Skills
Time Management, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Research, English, Management, Outlook, Negotiation, New Business Development, Project Management, Photoshop
Education
Universidad del Sagrado Corazón 1995 — 1999
B.S., Business Administration
AllianceBernstein September 2006 - November 2008
Skills
Time Management, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Research, English, Management, Outlook, Negotiation, New Business Development, Project Management, Photoshop
Education
Universidad del Sagrado Corazón 1995 — 1999
B.S., Business Administration
JP Saulnier's AllianceBernstein Experience February 2006 - February 2012
Job Assistant General Counsel at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2014 - Present
Neuberger Berman April 2012 - April 2014
AllianceBernstein February 2006 - February 2012
Stroock & Stroock & Lavan LLP August 1999 - February 2006
Skills
Mergers, Corporate Governance, Securities, Private Equity, Compliance, Investment Advisory, Operational Risk, Banking, Brokerage, Corporate Law, Joint Ventures, Corporate Finance, Asset Management, Securities Regulation, Legal Compliance
Education
University of California, Los Angeles - School of Law 1996 — 1999
J.D., Law
Trinity College-Hartford 1991 — 1995
B.A., History and Philosophy
Lord, Abbett & Co. LLC April 2014 - Present
Neuberger Berman April 2012 - April 2014
AllianceBernstein February 2006 - February 2012
Stroock & Stroock & Lavan LLP August 1999 - February 2006
Skills
Mergers, Corporate Governance, Securities, Private Equity, Compliance, Investment Advisory, Operational Risk, Banking, Brokerage, Corporate Law, Joint Ventures, Corporate Finance, Asset Management, Securities Regulation, Legal Compliance
Education
University of California, Los Angeles - School of Law 1996 — 1999
J.D., Law
Trinity College-Hartford 1991 — 1995
B.A., History and Philosophy
Jamie Viceconte's AllianceBernstein Experience August 2013 - Present
Job Managing Director Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2013 - Present
GMG INVESTMENT ADVISORS, LLC / ODISEA ASSET MANAGEMENT, LLC 2009 - June 2013
Citigroup Global Markets, Inc. 2002 - 2009
Salomon Smith Barney 2000 - 2002
Salomon Brothers Inc 1993 - 2000
FBS Mortgage Corp. 1992 - 1993
JP Morgan Securities, Inc. 1987 - 1992
Skills
Derivatives, Credit, Investments, Risk Management, Structured Finance, Fixed Income, Finance, Private Equity, Portfolio Management, Real Estate, Securitization, Series 7, Valuation, Corporate Finance, Asset Managment, Loans, ABS, Capital Markets, Emerging Markets, Hedge Funds, Due Diligence, Financial Modeling, Financial Structuring, Alternative Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance/Economics
Fordham University - Gabelli School of Business 1981 — 1985
BS, Finance
AllianceBernstein August 2013 - Present
GMG INVESTMENT ADVISORS, LLC / ODISEA ASSET MANAGEMENT, LLC 2009 - June 2013
Citigroup Global Markets, Inc. 2002 - 2009
Salomon Smith Barney 2000 - 2002
Salomon Brothers Inc 1993 - 2000
FBS Mortgage Corp. 1992 - 1993
JP Morgan Securities, Inc. 1987 - 1992
Skills
Derivatives, Credit, Investments, Risk Management, Structured Finance, Fixed Income, Finance, Private Equity, Portfolio Management, Real Estate, Securitization, Series 7, Valuation, Corporate Finance, Asset Managment, Loans, ABS, Capital Markets, Emerging Markets, Hedge Funds, Due Diligence, Financial Modeling, Financial Structuring, Alternative Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance/Economics
Fordham University - Gabelli School of Business 1981 — 1985
BS, Finance
Angela (Fairchild) Lozano's AllianceBernstein Experience July 2010 - Present
Job IPO Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 2010 - Present
Capital Guardian Trust Company 2005 - 2009
Capital Group 2003 - 2005
San Antonio Federal Credit Union 2001 - 2003
Charles Schwab 2000 - 2001
Education
The University of Texas at San Antonio 2001 — 2003
MBA, Concentration in Finance
University of Florida - Warrington College of Business Administration 1996 — 2000
B.S. Accounting, Minor in Economics
AllianceBernstein July 2010 - Present
Capital Guardian Trust Company 2005 - 2009
Capital Group 2003 - 2005
San Antonio Federal Credit Union 2001 - 2003
Charles Schwab 2000 - 2001
Education
The University of Texas at San Antonio 2001 — 2003
MBA, Concentration in Finance
University of Florida - Warrington College of Business Administration 1996 — 2000
B.S. Accounting, Minor in Economics
Kira Wallack's AllianceBernstein Experience 1998 - 2008
Job VP at JPMorganChase
Industry Financial Services
Experience
JPMorganChase March 2011 - Present
KPMG Peat Marwick February 2010 - February 2011
AllianceBernstein 1998 - 2008
Education
1985 — 1990
BA, Foreign Languages
JPMorganChase March 2011 - Present
KPMG Peat Marwick February 2010 - February 2011
AllianceBernstein 1998 - 2008
Education
1985 — 1990
BA, Foreign Languages
Jennifer Schumann's AllianceBernstein Experience September 2005 - August 2010
Job Graphic Designer
Industry Design
Experience
Cold Spring Harbor Laboratory Graphic DesignerIntrigue GraphicsSeptember 2010 - Present
AllianceBernstein September 2005 - August 2010
Education
The University of the Arts 2004 — 2008
Bachelor of Fine Arts (BFA), Graphic Design
Cold Spring Harbor Laboratory Graphic DesignerIntrigue GraphicsSeptember 2010 - Present
AllianceBernstein September 2005 - August 2010
Education
The University of the Arts 2004 — 2008
Bachelor of Fine Arts (BFA), Graphic Design
Matt Rothschild's AllianceBernstein Experience August 2001 - January 2010
Job Equity Analyst Insurers & Asset Managers
Industry Investment Management
Experience
Alyeska Investment Group January 2010 - Present
AllianceBernstein August 2001 - January 2010
PEER Consultants 1997 - 1999
Skills
Equity Research, Equities, Portfolio Management, Hedge Funds, Asset Managment, Asset Management, Capital Markets
Education
The University of Chicago 1999 — 2001
M.B.A., Finance, Strategy
University of Cape Town 2001 — 2001
Tulane University 1994 — 1995
M.S.E., Environmental Engineering
Tufts University 1990 — 1994
B.S.C.E., Civil Engineering, Environmental Studies, Engineering Management
Hillsborough High 1986 — 1990
Alyeska Investment Group January 2010 - Present
AllianceBernstein August 2001 - January 2010
PEER Consultants 1997 - 1999
Skills
Equity Research, Equities, Portfolio Management, Hedge Funds, Asset Managment, Asset Management, Capital Markets
Education
The University of Chicago 1999 — 2001
M.B.A., Finance, Strategy
University of Cape Town 2001 — 2001
Tulane University 1994 — 1995
M.S.E., Environmental Engineering
Tufts University 1990 — 1994
B.S.C.E., Civil Engineering, Environmental Studies, Engineering Management
Hillsborough High 1986 — 1990
Dianne Lob's AllianceBernstein Experience June 2014 - Present
Job Senior Managing Director Equities at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2014 - Present
AllianceBernstein 2005 - June 2014
Alliance Bernstein July 1999 - 2005
JP Morgan 1977 - 1999
Skills
Portfolio Management, Alternative Investments, Equities, Hedge Funds, Asset Management, Asset Allocation, Fixed Income, Investment Strategies, Investment Management, Investments, Series 7, Bloomberg, Mutual Funds, Wealth Management, Capital Markets, Equity Research, Financial Modeling, Valuation, Investment Advisory, Series 63
Education
The University of Chicago Booth School of Business 1975 — 1977
mba, finance
Tufts University 1972 — 1975
B.A, Economics
AllianceBernstein June 2014 - Present
AllianceBernstein 2005 - June 2014
Alliance Bernstein July 1999 - 2005
JP Morgan 1977 - 1999
Skills
Portfolio Management, Alternative Investments, Equities, Hedge Funds, Asset Management, Asset Allocation, Fixed Income, Investment Strategies, Investment Management, Investments, Series 7, Bloomberg, Mutual Funds, Wealth Management, Capital Markets, Equity Research, Financial Modeling, Valuation, Investment Advisory, Series 63
Education
The University of Chicago Booth School of Business 1975 — 1977
mba, finance
Tufts University 1972 — 1975
B.A, Economics
Gavin Romm, CFA's AllianceBernstein Experience November 2013 - Present
Job Associate Portfolio Manager High Yield
Industry Financial Services
Experience
AllianceBernstein November 2013 - Present
Bloomberg LP August 2010 - November 2013
Bradley, Foster & Sargent, Inc. January 2010 - May 2010
RBC Wealth Managment 2008 - December 2009
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts (Honors), Economics, Formal Organizations & Entrepreneurship, Writing and Rhetoric
AllianceBernstein November 2013 - Present
Bloomberg LP August 2010 - November 2013
Bradley, Foster & Sargent, Inc. January 2010 - May 2010
RBC Wealth Managment 2008 - December 2009
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Arts (Honors), Economics, Formal Organizations & Entrepreneurship, Writing and Rhetoric
Joseph Ochoa's AllianceBernstein Experience October 2003 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
USAA August 2011 - Present
Investment Professionals Inc September 2009 - February 2011
Raymond H. Riley Associates LLC January 2007 - March 2009
AllianceBernstein October 2003 - October 2006
Charles Schwab March 2003 - October 2003
Merrill Lynch May 1985 - February 2003
Texas Federal Savings June 1983 - May 1985
Skills
Series 7
Education
The University of Dallas 1979 — 1983
BA, Economics
USAA August 2011 - Present
Investment Professionals Inc September 2009 - February 2011
Raymond H. Riley Associates LLC January 2007 - March 2009
AllianceBernstein October 2003 - October 2006
Charles Schwab March 2003 - October 2003
Merrill Lynch May 1985 - February 2003
Texas Federal Savings June 1983 - May 1985
Skills
Series 7
Education
The University of Dallas 1979 — 1983
BA, Economics
Sheryl Rothman's AllianceBernstein Experience May 1994 - June 2005
Job Leveraged Finance Portfolio Manager and Credit Analyst; High Yield and Leveraged Loans
Industry Investment Management
Experience
Navigare Partners, LLC October 2005 - Present
AllianceBernstein May 1994 - June 2005
Equitable Capital Management September 1986 - May 1994
The Equitable Life Assurance Society of the United States September 1982 - August 1984
Skills
Alternative Investments, Investments, Portfolio Management, High Yield, Credit Analysis, Credit, Finance, Investment Banking, Due Diligence, Bonds, Investment Management, Private Placements, Hedge Funds, Leveraged Finance
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Organizational Management, Decision Sciences
Navigare Partners, LLC October 2005 - Present
AllianceBernstein May 1994 - June 2005
Equitable Capital Management September 1986 - May 1994
The Equitable Life Assurance Society of the United States September 1982 - August 1984
Skills
Alternative Investments, Investments, Portfolio Management, High Yield, Credit Analysis, Credit, Finance, Investment Banking, Due Diligence, Bonds, Investment Management, Private Placements, Hedge Funds, Leveraged Finance
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Organizational Management, Decision Sciences
Indu Venkatasubramanian's AllianceBernstein Experience June 2015 - Present
Job Mantas Business Analyst at AllianceBernstein
Industry Information Technology and Services
Experience
AllianceBernstein June 2015 - Present
AllianceBernstein June 2011 - June 2015
AXA Technologies Shared Services July 2013 - May 2015
Mphasis June 2011 - June 2013
Oracle Financial Services Software Ltd May 2010 - May 2011
Tata Consultancy Services September 2005 - April 2010
Skills
Oracle SQL, PL/SQL, Unix Shell Scripting, Core Java, Informatica, Logica HotScan & CASS, Oracle Mantas, Oracle, Data Warehousing, Unix, Oracle SQL Developer, Shell Scripting, Databases, Requirements Analysis
Education
Thiagarajar College of Engineering
Bachelor of Engineering (B.E.)
AllianceBernstein June 2015 - Present
AllianceBernstein June 2011 - June 2015
AXA Technologies Shared Services July 2013 - May 2015
Mphasis June 2011 - June 2013
Oracle Financial Services Software Ltd May 2010 - May 2011
Tata Consultancy Services September 2005 - April 2010
Skills
Oracle SQL, PL/SQL, Unix Shell Scripting, Core Java, Informatica, Logica HotScan & CASS, Oracle Mantas, Oracle, Data Warehousing, Unix, Oracle SQL Developer, Shell Scripting, Databases, Requirements Analysis
Education
Thiagarajar College of Engineering
Bachelor of Engineering (B.E.)
Dane Leone's AllianceBernstein Experience 2004 - 2009
Job Senior Health Care Research Associate
Industry Financial Services
Experience
Macquarie Bank December 2009 - Present
AllianceBernstein 2004 - 2009
Education
University at Albany, SUNY
Macquarie Bank December 2009 - Present
AllianceBernstein 2004 - 2009
Education
University at Albany, SUNY
Glenn Friedman's AllianceBernstein Experience January 2007 - February 2013
Job Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
AllianceBernstein January 2007 - February 2013
Education
Tufts University
BS, Quantitative Economics
TIAA-CREF February 2013 - Present
AllianceBernstein January 2007 - February 2013
Education
Tufts University
BS, Quantitative Economics
Juan J. Rodriguez's AllianceBernstein Experience Supervisor Fund accountingDean Witter Reynolds- Intercapital DivisionOctober 1982 - September 1984
Job VP International Fund Accounting at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein Supervisor Fund accountingDean Witter Reynolds- Intercapital DivisionOctober 1982 - September 1984
Skills
Asset Managment, Equities, Hedge Funds, Mutual Funds, Alternative Investments, Fund Accounting, Asset Management, Fund Administration, Derivatives, Fixed Income, Bloomberg, Capital Markets, Securities, Investments, Investment Management, Fund Of Funds
Education
Universidad Autónoma de Santo Domingo 1976 — 1979
BS, Accounting
AllianceBernstein Supervisor Fund accountingDean Witter Reynolds- Intercapital DivisionOctober 1982 - September 1984
Skills
Asset Managment, Equities, Hedge Funds, Mutual Funds, Alternative Investments, Fund Accounting, Asset Management, Fund Administration, Derivatives, Fixed Income, Bloomberg, Capital Markets, Securities, Investments, Investment Management, Fund Of Funds
Education
Universidad Autónoma de Santo Domingo 1976 — 1979
BS, Accounting
Alan Horowitz's AllianceBernstein Experience April 1999 - December 2009
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase March 2010 - Present
AllianceBernstein April 1999 - December 2009
Deloitte & Touche May 1997 - April 1999
Sanford C. Bernstein February 1988 - May 1997
Education
University of Rochester - Simon Business School 1983 — 1984
MBA, Informion Systems, Marketing
University at Albany, SUNY 1977 — 1981
B.S, MIS, Economics
JP Morgan Chase March 2010 - Present
AllianceBernstein April 1999 - December 2009
Deloitte & Touche May 1997 - April 1999
Sanford C. Bernstein February 1988 - May 1997
Education
University of Rochester - Simon Business School 1983 — 1984
MBA, Informion Systems, Marketing
University at Albany, SUNY 1977 — 1981
B.S, MIS, Economics
Jeric Anderson's AllianceBernstein Experience September 2011 - April 2015
Job Data Integrity Specialist at SWBC
Industry Insurance
Experience
SWBC June 2015 - Present
AllianceBernstein September 2011 - April 2015
The University of Texas at San Antonio August 2007 - July 2011
Skills
Spanish, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Event Planning, Customer Service, Teamwork, Research, Accounting, Team Leadership, Social Media Marketing, Process Improvement, Access
Education
The University of Texas at San Antonio 2007 — 2011
Bachelor's Degree, Business Administration and Management, General
SWBC June 2015 - Present
AllianceBernstein September 2011 - April 2015
The University of Texas at San Antonio August 2007 - July 2011
Skills
Spanish, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Event Planning, Customer Service, Teamwork, Research, Accounting, Team Leadership, Social Media Marketing, Process Improvement, Access
Education
The University of Texas at San Antonio 2007 — 2011
Bachelor's Degree, Business Administration and Management, General
Elvin James's AllianceBernstein Experience September 2007 - Present
Job AVP, AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein September 2007 - Present
Morgan Stanley May 2006 - September 2007
Skills
Mutual Funds, Financial Services, Asset Management, Securities, Management, Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Project Management, Derivatives, Bloomberg, Capital Markets, Investments, Portfolio Management, Financial Analysis, Risk Management, Series 63
Education
State University of New York at Albany 2000 — 2004
Bachelor of Arts, Communications
Elmont Memorial High School
AllianceBernstein September 2007 - Present
Morgan Stanley May 2006 - September 2007
Skills
Mutual Funds, Financial Services, Asset Management, Securities, Management, Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Project Management, Derivatives, Bloomberg, Capital Markets, Investments, Portfolio Management, Financial Analysis, Risk Management, Series 63
Education
State University of New York at Albany 2000 — 2004
Bachelor of Arts, Communications
Elmont Memorial High School
Mark Sauceda's AllianceBernstein Experience August 1999 - Present
Job AVP at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein August 1999 - Present
Skills
Mutual Funds, Fixed Income, Process Improvement, Financial Reporting, Financial Analysis, Business Analysis, Hedge Funds, Bloomberg, Equities, Data Analysis
Education
The University of Texas at San Antonio 1998 — 2002
Bachelor's, Marketing
AllianceBernstein August 1999 - Present
Skills
Mutual Funds, Fixed Income, Process Improvement, Financial Reporting, Financial Analysis, Business Analysis, Hedge Funds, Bloomberg, Equities, Data Analysis
Education
The University of Texas at San Antonio 1998 — 2002
Bachelor's, Marketing
Christine Brosowski's AllianceBernstein Experience October 1999 - October 2011
Job Institutional Client Service Associate Segall Bryant & Hamill
Industry Financial Services
Experience
Segall Bryant & Hamill January 2012 - Present
AllianceBernstein October 1999 - October 2011
JPMorgan Chase (formerly American National Bank) June 1997 - July 1999
Chicago Public Schools January 1996 - June 1997
Education
Trinity Christian College 1991 — 1995
BS, Elmentary Education
Segall Bryant & Hamill January 2012 - Present
AllianceBernstein October 1999 - October 2011
JPMorgan Chase (formerly American National Bank) June 1997 - July 1999
Chicago Public Schools January 1996 - June 1997
Education
Trinity Christian College 1991 — 1995
BS, Elmentary Education
Alexander Inkster, CFA's AllianceBernstein Experience August 2010 - May 2012
Job Vice President, Private Equity Oil & Gas at Kimmeridge Energy
Industry Financial Services
Experience
Kimmeridge Energy May 2012 - Present
AllianceBernstein August 2010 - May 2012
Sanford C. Bernstein October 2007 - October 2010
GE Oil & Gas March 2007 - October 2007
GE Infrastructure February 2005 - February 2007
GE 2005 - 2007
Skills
Financial Modeling, Petroleum Economics, CFA, Monte Carlo Simulation, Geochemistry, Petroleum Geology, Equity Valuation, Stock Picking, Finance
Education
UCL 2000 — 2003
1st, Economics
Sevenoaks School 1994 — 1999
Kimmeridge Energy May 2012 - Present
AllianceBernstein August 2010 - May 2012
Sanford C. Bernstein October 2007 - October 2010
GE Oil & Gas March 2007 - October 2007
GE Infrastructure February 2005 - February 2007
GE 2005 - 2007
Skills
Financial Modeling, Petroleum Economics, CFA, Monte Carlo Simulation, Geochemistry, Petroleum Geology, Equity Valuation, Stock Picking, Finance
Education
UCL 2000 — 2003
1st, Economics
Sevenoaks School 1994 — 1999
Matt Santora's AllianceBernstein Experience June 2012 - Present
Job Regional Consultant at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2012 - Present
Morgan Stanley Smith Barney June 2011 - May 2012
Weeden & Co July 2009 - August 2009
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
Staples High School 2003 — 2007
AllianceBernstein June 2012 - Present
Morgan Stanley Smith Barney June 2011 - May 2012
Weeden & Co July 2009 - August 2009
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics
Staples High School 2003 — 2007
Bob Heisterberg's AllianceBernstein Experience August 2002 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
AllianceBernstein August 2002 - Present
Alliance Capital Management 1976 - 2002
Skills
Asset Managment, Equities, Investments, Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Strategic Financial..., Securities, Fixed Income, Retirement, Investment Advisory, Hedge Funds, Capital Markets, Trading, Derivatives, Financial Markets, Investment Banking, Asset Allocation, Banking, Pensions, Alternative Investments
Education
Univerity of Chicago Graduate School of Business 1959 — 1961
Master of Business Administration (MBA), Finance, General
University of Chicago Graduate School of Business 1959 — 1961
Master of Business Administration (MBA), Finance, General, Elected to Beta Gamma Sigma
AllianceBernstein August 2002 - Present
Alliance Capital Management 1976 - 2002
Skills
Asset Managment, Equities, Investments, Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Strategic Financial..., Securities, Fixed Income, Retirement, Investment Advisory, Hedge Funds, Capital Markets, Trading, Derivatives, Financial Markets, Investment Banking, Asset Allocation, Banking, Pensions, Alternative Investments
Education
Univerity of Chicago Graduate School of Business 1959 — 1961
Master of Business Administration (MBA), Finance, General
University of Chicago Graduate School of Business 1959 — 1961
Master of Business Administration (MBA), Finance, General, Elected to Beta Gamma Sigma
Frank Cano's AllianceBernstein Experience January 2001 - January 2005
Job Energy Efficiency Consultant at National Resource Management, Inc.
Industry Renewables & Environment
Experience
National Resource Management, Inc. May 2015 - Present
Alumil North America September 2014 - April 2015
Sea Bright Solar, LLC October 2013 - August 2014
Mounting Systems December 2012 - October 2013
GeoGenix, LLC June 2008 - November 2012
The Solar Center October 2006 - May 2008
AIG Global Investment Group 2004 - 2006
AllianceBernstein January 2001 - January 2005
Deutsche Bank January 1998 - January 2001
Skills
Solar, Photovoltaics, Renewable Energy, Customer Relations, Sustainability, Customer Satisfaction, Customer Focus, Solar Energy, Customer Service, Alternative Energy, Project Management, Sustainable Energy, Negotiation, Solar PV, Energy, Sales Management, Solar Thermal, Cleantech, Management, Energy Efficiency, Energy Conservation, Energy Audits, Wind
Education
State University of New York at Albany
Bachelor of Arts Degree, Economics
Roosevelt High School 1990 — 1994
National Resource Management, Inc. May 2015 - Present
Alumil North America September 2014 - April 2015
Sea Bright Solar, LLC October 2013 - August 2014
Mounting Systems December 2012 - October 2013
GeoGenix, LLC June 2008 - November 2012
The Solar Center October 2006 - May 2008
AIG Global Investment Group 2004 - 2006
AllianceBernstein January 2001 - January 2005
Deutsche Bank January 1998 - January 2001
Skills
Solar, Photovoltaics, Renewable Energy, Customer Relations, Sustainability, Customer Satisfaction, Customer Focus, Solar Energy, Customer Service, Alternative Energy, Project Management, Sustainable Energy, Negotiation, Solar PV, Energy, Sales Management, Solar Thermal, Cleantech, Management, Energy Efficiency, Energy Conservation, Energy Audits, Wind
Education
State University of New York at Albany
Bachelor of Arts Degree, Economics
Roosevelt High School 1990 — 1994
Mary Wallach's AllianceBernstein Experience June 2013 - Present
Job Global Operations Risk Management Associate at AllianceBernstein
Industry Consumer Services
Experience
AllianceBernstein June 2013 - Present
Capital Group July 2011 - June 2013
Camp Bow Wow June 2008 - June 2009
Terry's Kids' Shoes September 2004 - April 2008
Skills
Customer Service, Dogs, Public Speaking
Education
The University of Texas at San Antonio 2008 — 2010
AllianceBernstein June 2013 - Present
Capital Group July 2011 - June 2013
Camp Bow Wow June 2008 - June 2009
Terry's Kids' Shoes September 2004 - April 2008
Skills
Customer Service, Dogs, Public Speaking
Education
The University of Texas at San Antonio 2008 — 2010
Monica Mirea, CPA's AllianceBernstein Experience June 2008 - August 2010
Job Portfolio Acountant
Industry Accounting
Experience
Clarion Partners LLC June 2015 - Present
Whitley Penn July 2014 - June 2015
Whitley Penn January 2013 - June 2014
Cristina's Fine Mexican Restaurant March 2012 - December 2012
Whitley Penn January 2012 - March 2012
Omni Hotels January 2011 - December 2011
AllianceBernstein June 2008 - August 2010
Skills
QuickBooks, Auditing, Financial Reporting, Due Diligence, Microsoft Word, Analytical Skills, Customer Service, Accounts Payable, US GAAP, Audits of Employee..., GAAP, Management, Internal Controls, General Ledger, CPA, Financial Statements, Financial Accounting, Account Reconciliation
Education
The University of Texas at Arlington - College of Business 2010 — 2012
Masters in Professional Accouting, Accounting
The University of Texas at Austin 2003 — 2007
Sport Management, Kinesiology
HHS
Clarion Partners LLC June 2015 - Present
Whitley Penn July 2014 - June 2015
Whitley Penn January 2013 - June 2014
Cristina's Fine Mexican Restaurant March 2012 - December 2012
Whitley Penn January 2012 - March 2012
Omni Hotels January 2011 - December 2011
AllianceBernstein June 2008 - August 2010
Skills
QuickBooks, Auditing, Financial Reporting, Due Diligence, Microsoft Word, Analytical Skills, Customer Service, Accounts Payable, US GAAP, Audits of Employee..., GAAP, Management, Internal Controls, General Ledger, CPA, Financial Statements, Financial Accounting, Account Reconciliation
Education
The University of Texas at Arlington - College of Business 2010 — 2012
Masters in Professional Accouting, Accounting
The University of Texas at Austin 2003 — 2007
Sport Management, Kinesiology
HHS
Christine Sroka's AllianceBernstein Experience October 2011 - Present
Job Administrative Assistant
Industry Legal Services
Experience
Alliancebernstein October 2011 - Present
Eltman Eltman & Cooper February 2005 - January 2010
Macy‘s East, New York, NY January 2002 - February 2005
Local 1-S, RWDSU, New York, NY July 1998 - January 2002
Skills
Nonprofits, Access, Bankruptcy, Training, Outlook, Data Entry
Education
Baruch 2003 — 2004
Paralegal Certificate
The Maryland Institute College of Art
BFA, Fine Arts
Alliancebernstein October 2011 - Present
Eltman Eltman & Cooper February 2005 - January 2010
Macy‘s East, New York, NY January 2002 - February 2005
Local 1-S, RWDSU, New York, NY July 1998 - January 2002
Skills
Nonprofits, Access, Bankruptcy, Training, Outlook, Data Entry
Education
Baruch 2003 — 2004
Paralegal Certificate
The Maryland Institute College of Art
BFA, Fine Arts
Amanda Fix's AllianceBernstein Experience July 2006 - September 2009
Job Assistant District Attorney, Queens County District Attorney's Office
Industry Law Practice
Experience
Queens District Attorney's Office September 2013 - Present
Brooklyn Law School August 2010 - June 2013
AllianceBernstein July 2006 - September 2009
Skills
Westlaw
Education
Brooklyn Law School 2010 — 2013
Doctor of Law (JD)
Tulane University 2002 — 2006
BSM, Business
Queens District Attorney's Office September 2013 - Present
Brooklyn Law School August 2010 - June 2013
AllianceBernstein July 2006 - September 2009
Skills
Westlaw
Education
Brooklyn Law School 2010 — 2013
Doctor of Law (JD)
Tulane University 2002 — 2006
BSM, Business
Andrew Kehnle's AllianceBernstein Experience 2007 - 2010
Job Rates MO Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2011 - Present
RBS Global Banking & Markets September 2010 - July 2011
AllianceBernstein 2007 - 2010
Education
University at Albany, SUNY 2000 — 2004
BS, Finance
UBS Investment Bank July 2011 - Present
RBS Global Banking & Markets September 2010 - July 2011
AllianceBernstein 2007 - 2010
Education
University at Albany, SUNY 2000 — 2004
BS, Finance
Kate Boe Cannella's AllianceBernstein Experience July 2009 - Present
Job Manager of Events at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein July 2009 - Present
Skills
Event Management, Corporate Events, Event Planning, Marketing Communications, Meeting Planning, Marketing, Marketing Strategy, Social Media Marketing, Social Media, Sponsorship, Project Management, Fundraising, Strategy, Integrated Marketing, Public Relations
Education
Union College
AllianceBernstein July 2009 - Present
Skills
Event Management, Corporate Events, Event Planning, Marketing Communications, Meeting Planning, Marketing, Marketing Strategy, Social Media Marketing, Social Media, Sponsorship, Project Management, Fundraising, Strategy, Integrated Marketing, Public Relations
Education
Union College
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management