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
Don Palmer, CFA Don Palmer, CFA's AllianceBernstein Experience December 2009 - October 2012
Job Partner, Consultant Relations at McMorgan & Company
Industry Financial Services
Experience
McMorgan & Company May 2012 - Present
AllianceBernstein December 2009 - October 2012
AllianceBernstein December 2007 - December 2009
AllianceBernstein May 2005 - December 2007
Skills
Series 7 and 63 licenses, Bernstein Private..., Chartered Financial..., Investments, Alternative Investments, Hedge Funds, Investment Strategies, Equities, Fixed Income, Investment Management, Asset Allocation, Asset Management, Portfolio Management, Leadership, Capital Markets, CRM, Institutional..., Series 7
Education
University of Dayton 2001 — 2005
Bachelor of Science, Finance, Marketing
McMorgan & Company May 2012 - Present
AllianceBernstein December 2009 - October 2012
AllianceBernstein December 2007 - December 2009
AllianceBernstein May 2005 - December 2007
Skills
Series 7 and 63 licenses, Bernstein Private..., Chartered Financial..., Investments, Alternative Investments, Hedge Funds, Investment Strategies, Equities, Fixed Income, Investment Management, Asset Allocation, Asset Management, Portfolio Management, Leadership, Capital Markets, CRM, Institutional..., Series 7
Education
University of Dayton 2001 — 2005
Bachelor of Science, Finance, Marketing
Kaleigh Peterson Kaleigh Peterson's AllianceBernstein Experience June 2008 - August 2008
Job Communications Account Executive
Industry Information Technology and Services
Experience
Vlocity - Industry Cloud Apps July 2015 - Present
Oracle June 2014 - June 2015
Oracle June 2013 - June 2014
Oracle August 2011 - June 2013
MPG May 2010 - August 2011
MPG June 2009 - August 2009
AllianceBernstein June 2008 - August 2008
Skills
New Business Development, CRM, Social Media, Marketing, Account Management, Sales Operations, Advertising, Business Development, B2B, Cloud Computing, Marketing Management, Consulting, SaaS, Salesforce.com, Online Advertising, Sales Process, Sales, Management, Lead Generation, Solution Selling, Communication
Education
University of Illinois at Urbana-Champaign
BS, Advertising, Business
Vlocity - Industry Cloud Apps July 2015 - Present
Oracle June 2014 - June 2015
Oracle June 2013 - June 2014
Oracle August 2011 - June 2013
MPG May 2010 - August 2011
MPG June 2009 - August 2009
AllianceBernstein June 2008 - August 2008
Skills
New Business Development, CRM, Social Media, Marketing, Account Management, Sales Operations, Advertising, Business Development, B2B, Cloud Computing, Marketing Management, Consulting, SaaS, Salesforce.com, Online Advertising, Sales Process, Sales, Management, Lead Generation, Solution Selling, Communication
Education
University of Illinois at Urbana-Champaign
BS, Advertising, Business
Todd Snyder Todd Snyder's AllianceBernstein Experience September 2000 - September 2001
Job Broker at NAI Shames Makovsky
Industry Commercial Real Estate
Experience
NAI Shames Makovsky September 2014 - Present
Locus Real Estate May 2010 - Present
Newmark Grubb Knight Frank October 2006 - May 2010
Lee & Associates March 2002 - October 2006
AllianceBernstein September 2000 - September 2001
Skills
Business Development, Account Management, Contract Negotiation, Advisory Services, Business Networking, Creative Problem Solving, Team Leadership, Deliver Results, Acquisitions, Due Diligence, Sales Process, Consulting, Asset Dispositions, Direct Marketing, Information Technology, iOS, Mac OS X, Mobile Technology, Microsoft Office, Windows, Investment Properties, Investments, Real Estate Development, Commercial Real Estate
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Bachelor's Degree, Finance & Entrepreneurship
NAI Shames Makovsky September 2014 - Present
Locus Real Estate May 2010 - Present
Newmark Grubb Knight Frank October 2006 - May 2010
Lee & Associates March 2002 - October 2006
AllianceBernstein September 2000 - September 2001
Skills
Business Development, Account Management, Contract Negotiation, Advisory Services, Business Networking, Creative Problem Solving, Team Leadership, Deliver Results, Acquisitions, Due Diligence, Sales Process, Consulting, Asset Dispositions, Direct Marketing, Information Technology, iOS, Mac OS X, Mobile Technology, Microsoft Office, Windows, Investment Properties, Investments, Real Estate Development, Commercial Real Estate
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Bachelor's Degree, Finance & Entrepreneurship
Erin Foster Erin Foster's AllianceBernstein Experience 2007 - Present
Job Manager, Private Client Services at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein 2007 - Present
Franklin Templeton Investments 2004 - 2007
Education
University of Florida 1998 — 2001
Bachelor's degree, Business Administration
AllianceBernstein 2007 - Present
Franklin Templeton Investments 2004 - 2007
Education
University of Florida 1998 — 2001
Bachelor's degree, Business Administration
Savan Gupta Savan Gupta's AllianceBernstein Experience January 2008 - December 2009
Job President & CEO at SteamFunk Productions, LLC
Industry Online Media
Experience
Independent / Consultant March 2001 - Present
Steam-Funk Productions, LLC May 2010 - Present
Dogtoon Media, LLC January 2011 - September 2011
AllianceBernstein January 2008 - December 2009
Skills
Copy Editing, Adobe Creative Suite, Microsoft Office, Visionary, Technical Writing, Online Marketing, Windows, Graphic Design, Web Design, PowerPoint, Troubleshooting, HTML, Photoshop, XP, CSS, Direct Recruiting, Outlook, Lotus Notes, Web Development, Social Media, System Administration, Program Management, Project Execution, Project Planning, Product Development, Conversational Hindi, Operational Excellence, Public Speaking, Conversational Spanish, Mac OS X, Parallels, Virtualization, Computer Hardware..., SharePoint, VB.NET, DHTML, Ubuntu, Proprietary Software, Visio, JavaScript, Computer Hardware, Mac OS, Documentation, Visual Basic, Risk Management, Leadership, Management, Project Management, Social Networking, SDLC
Education
University of Connecticut-Stamford 2012 — 2014
Stamford High 1996 — 1999
High School Diploma
Independent / Consultant March 2001 - Present
Steam-Funk Productions, LLC May 2010 - Present
Dogtoon Media, LLC January 2011 - September 2011
AllianceBernstein January 2008 - December 2009
Skills
Copy Editing, Adobe Creative Suite, Microsoft Office, Visionary, Technical Writing, Online Marketing, Windows, Graphic Design, Web Design, PowerPoint, Troubleshooting, HTML, Photoshop, XP, CSS, Direct Recruiting, Outlook, Lotus Notes, Web Development, Social Media, System Administration, Program Management, Project Execution, Project Planning, Product Development, Conversational Hindi, Operational Excellence, Public Speaking, Conversational Spanish, Mac OS X, Parallels, Virtualization, Computer Hardware..., SharePoint, VB.NET, DHTML, Ubuntu, Proprietary Software, Visio, JavaScript, Computer Hardware, Mac OS, Documentation, Visual Basic, Risk Management, Leadership, Management, Project Management, Social Networking, SDLC
Education
University of Connecticut-Stamford 2012 — 2014
Stamford High 1996 — 1999
High School Diploma
Peter Jansen Peter Jansen's AllianceBernstein Experience April 2006 - February 2010
Job Regional Manager, Public Institutions & Education Solutions
Industry Real Estate
Experience
CBRE January 2013 - Present
CBRE November 2010 - December 2012
AllianceBernstein April 2006 - February 2010
Next Generation Leaders - DC Chamber of Commerce 2010 - 2010
Skills
Financial Research, Investment Valuation, Family Office, Liquidity Risk, Behavioral Finance, Valuation, Financial Modeling, Asset Managment, Investments, Portfolio Management, DCF, Equities, Capital Markets, Equity Research, Fixed Income, Due Diligence, Tenant Representation, Real Estate Transactions, Real Estate Financing, Strategy, Business Development, Asset Management, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
MBA, Finance
University of Maryland Baltimore County 2001 — 2005
Bachelors, Economics
CBRE January 2013 - Present
CBRE November 2010 - December 2012
AllianceBernstein April 2006 - February 2010
Next Generation Leaders - DC Chamber of Commerce 2010 - 2010
Skills
Financial Research, Investment Valuation, Family Office, Liquidity Risk, Behavioral Finance, Valuation, Financial Modeling, Asset Managment, Investments, Portfolio Management, DCF, Equities, Capital Markets, Equity Research, Fixed Income, Due Diligence, Tenant Representation, Real Estate Transactions, Real Estate Financing, Strategy, Business Development, Asset Management, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
MBA, Finance
University of Maryland Baltimore County 2001 — 2005
Bachelors, Economics
David Gerbosi David Gerbosi's AllianceBernstein Experience October 2000 - Present
Job Assistant Vice President, Senior Project/Program Manager, Senior Analyst & Programmer
Industry Investment Management
Experience
AllianceBernstein October 2000 - Present
Sanford C. Bernstein January 1997 - October 2000
Sanford C. Bernstein December 1993 - December 1996
Sanford C. Bernstein June 1990 - December 1993
Chemical Banking Corp., now J.P. Morgan Chase October 1987 - June 1990
Skills
SDLC, Systems Analysis, Business Analysis, Matrix Management, Project Management, Sybase IQ, Sybase ASE, PowerBuilder, IBM Mainframe, Perl, Microsoft Office, Visio, Access, MS Project, SharePoint, Live Meeting, Sybase, Fire Safety, First Aid, Adult CPR, Middle Office, Microsoft SQL Server, Leadership, Fixed Income, Equities, Trading Systems, Financial Services, Management, Asset Management, Hedge Funds
Education
University at Buffalo 1982 — 1987
BA, Economics
ROI Training
Introduction to C# and the .NET Framework
Fitch Learning
Introduction to Derivatives
G.B. Davy Associates
Influencing Skills, Management and Professional Development
Total Systems Education, Ltd
Advanced Microsoft Project
IMA Consultants
Project Leadership, Management and Professional Development
CarrigLearning
Perl 5 Programming
Sybase Learning Connection
Adaptive Server Enterprise and Intro to SQL
Sybase Learning Connection
PowerBuilder
Mitchell & Associates
Developing Effective Communication Skills
AllianceBernstein October 2000 - Present
Sanford C. Bernstein January 1997 - October 2000
Sanford C. Bernstein December 1993 - December 1996
Sanford C. Bernstein June 1990 - December 1993
Chemical Banking Corp., now J.P. Morgan Chase October 1987 - June 1990
Skills
SDLC, Systems Analysis, Business Analysis, Matrix Management, Project Management, Sybase IQ, Sybase ASE, PowerBuilder, IBM Mainframe, Perl, Microsoft Office, Visio, Access, MS Project, SharePoint, Live Meeting, Sybase, Fire Safety, First Aid, Adult CPR, Middle Office, Microsoft SQL Server, Leadership, Fixed Income, Equities, Trading Systems, Financial Services, Management, Asset Management, Hedge Funds
Education
University at Buffalo 1982 — 1987
BA, Economics
ROI Training
Introduction to C# and the .NET Framework
Fitch Learning
Introduction to Derivatives
G.B. Davy Associates
Influencing Skills, Management and Professional Development
Total Systems Education, Ltd
Advanced Microsoft Project
IMA Consultants
Project Leadership, Management and Professional Development
CarrigLearning
Perl 5 Programming
Sybase Learning Connection
Adaptive Server Enterprise and Intro to SQL
Sybase Learning Connection
PowerBuilder
Mitchell & Associates
Developing Effective Communication Skills
Logan Tamres's AllianceBernstein Experience 2004 - 2008
Job Model Risk & Development, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2013 - Present
Credit Suisse 2010 - 2012
Capco 2009 - 2010
AllianceBernstein 2004 - 2008
Morgan Stanley 2002 - 2004
Skills
Series 7, Series 66, Risk Management, Project Management, Product Development, Six Sigma, FINRA, Platform Development, Process Improvement, Portfolio Management, Asset Managment, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Management, Investment Management, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
University of Maryland College Park 1997 — 2002
BA, Economics
JPMorgan Chase 2013 - Present
Credit Suisse 2010 - 2012
Capco 2009 - 2010
AllianceBernstein 2004 - 2008
Morgan Stanley 2002 - 2004
Skills
Series 7, Series 66, Risk Management, Project Management, Product Development, Six Sigma, FINRA, Platform Development, Process Improvement, Portfolio Management, Asset Managment, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Management, Investment Management, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
University of Maryland College Park 1997 — 2002
BA, Economics
Cathy Wang's AllianceBernstein Experience June 2011 - August 2011
Job Executive Compensation Consultant at Towers Watson
Industry Management Consulting
Experience
Towers Watson June 2012 - Present
AllianceBernstein June 2011 - August 2011
Talent Advisory Board September 2010 - January 2011
Merrill Lynch June 2010 - August 2010
JGC June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Executive Compensation..., Microsoft Excel, Proxy Statements, Corporate Finance, Economics, Leadership
Education
University of California, Berkeley 2008 — 2012
B.A., Legal Studies (High Honors)
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Towers Watson June 2012 - Present
AllianceBernstein June 2011 - August 2011
Talent Advisory Board September 2010 - January 2011
Merrill Lynch June 2010 - August 2010
JGC June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Executive Compensation..., Microsoft Excel, Proxy Statements, Corporate Finance, Economics, Leadership
Education
University of California, Berkeley 2008 — 2012
B.A., Legal Studies (High Honors)
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Pamela F. Richardson Pamela F. Richardson's AllianceBernstein Experience June 1990 - May 1997
Job Financial/Relationship Management Professional
Industry Financial Services
Experience
Bloomberg LP April 2012 - July 2013
Fidelity Investments March 2000 - October 2010
Milestone Capital Management, LLC January 1998 - February 2000
AllianceBernstein June 1990 - May 1997
Education
University of California, Berkeley
Bachelor of Arts (B.A.), English
Bloomberg LP April 2012 - July 2013
Fidelity Investments March 2000 - October 2010
Milestone Capital Management, LLC January 1998 - February 2000
AllianceBernstein June 1990 - May 1997
Education
University of California, Berkeley
Bachelor of Arts (B.A.), English
Jussi Talvala Jussi Talvala's AllianceBernstein Experience September 2007 - June 2011
Job Senior Business Consultant at EPAM Systems
Industry Financial Services
Experience
EPAM Systems March 2014 - Present
Netsoft USA June 2011 - March 2014
AllianceBernstein September 2007 - June 2011
Northwestern Mutual May 2006 - April 2007
Skills
Requirements Analysis, Product Requirements..., Consultative Selling, Business Analysis, Project Management, Visio, Strategy, SDLC, Process Improvement, Financial Services, Competitive Analysis, Analysis, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Strategy, International Business, Finance
University of California, Santa Barbara 2002 — 2006
BA, Global Studies, English, minor in History
EPAM Systems March 2014 - Present
Netsoft USA June 2011 - March 2014
AllianceBernstein September 2007 - June 2011
Northwestern Mutual May 2006 - April 2007
Skills
Requirements Analysis, Product Requirements..., Consultative Selling, Business Analysis, Project Management, Visio, Strategy, SDLC, Process Improvement, Financial Services, Competitive Analysis, Analysis, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Strategy, International Business, Finance
University of California, Santa Barbara 2002 — 2006
BA, Global Studies, English, minor in History
Josephti Cruz Gonda Josephti Cruz Gonda's AllianceBernstein Experience January 2008 - July 2008
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Chase Private Client June 2010 - September 2012
Morgan Stanley Smith Barney September 2008 - April 2010
AllianceBernstein January 2008 - July 2008
AllianceBernstein April 2007 - December 2007
AllianceBernstein November 2005 - April 2007
AllianceBernstein 2004 - October 2005
AllianceBernstein May 2003 - 2004
Bernstein Investment Research and Management 2002 - April 2003
Bernstein Investment Research and Management August 1999 - 2002
Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Retirement Planning, Hedge Funds, Strategic Financial..., Business Analysis, Financial Services, CRM
Education
University of California, Los Angeles 1994 — 1998
BA, Psychology, Business Administration
TIAA-CREF September 2012 - Present
Chase Private Client June 2010 - September 2012
Morgan Stanley Smith Barney September 2008 - April 2010
AllianceBernstein January 2008 - July 2008
AllianceBernstein April 2007 - December 2007
AllianceBernstein November 2005 - April 2007
AllianceBernstein 2004 - October 2005
AllianceBernstein May 2003 - 2004
Bernstein Investment Research and Management 2002 - April 2003
Bernstein Investment Research and Management August 1999 - 2002
Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Fixed Income, Retirement Planning, Hedge Funds, Strategic Financial..., Business Analysis, Financial Services, CRM
Education
University of California, Los Angeles 1994 — 1998
BA, Psychology, Business Administration
Kate Henrich Kate Henrich's AllianceBernstein Experience March 2014 - Present
Job Client Relations Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein March 2014 - Present
CAS Riegler Companies June 2013 - March 2014
University of Denver Varsity Women’s Lacrosse January 2009 - May 2013
Green Mountain Energy April 2012 - September 2012
IWLCA DI Women's Lacrosse All-American January 2011 - January 2012
Habitat for Humanity January 2005 - January 2009
Skills
Customer Service, Coaching, Office Management, Sports, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Market Research, English, Business Planning, Teaching, Leadership, Social Networking
Education
University of Denver 2009 — 2013
Student, Finance, Sustainability
University of Denver - Daniels College of Business 2009 — 2013
Bachelor of Science, Business Administration, Finance
Germantown Academy High School 2005 — 2009
Bachelor of Science (BS), Finance, Sustainability
AllianceBernstein March 2014 - Present
CAS Riegler Companies June 2013 - March 2014
University of Denver Varsity Women’s Lacrosse January 2009 - May 2013
Green Mountain Energy April 2012 - September 2012
IWLCA DI Women's Lacrosse All-American January 2011 - January 2012
Habitat for Humanity January 2005 - January 2009
Skills
Customer Service, Coaching, Office Management, Sports, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Market Research, English, Business Planning, Teaching, Leadership, Social Networking
Education
University of Denver 2009 — 2013
Student, Finance, Sustainability
University of Denver - Daniels College of Business 2009 — 2013
Bachelor of Science, Business Administration, Finance
Germantown Academy High School 2005 — 2009
Bachelor of Science (BS), Finance, Sustainability
Erinn Goldenberg Erinn Goldenberg's AllianceBernstein Experience May 2013 - Present
Job Assistant Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2013 - Present
Accenture November 2011 - May 2013
Credit Suisse January 2010 - August 2011
Credit Suisse March 2008 - January 2010
IBM May 2006 - January 2007
Skills
Business Analysis, Strategic Planning, Talent Acquisition, Enterprise Risk..., Management Consulting, Banking, Change Management, PMO, IT Strategy, Project Management, Project Portfolio..., SDLC, Fixed Income, Investment Banking, Program Management, Governance, Business Process, Vendor Management, Outsourcing, Business Transformation, Business Process..., Risk Management, Human Resources, Management, Stakeholder Management, Strategy, Business Process...
Education
University of Maryland College Park 2002 — 2005
BA, Psychology
AllianceBernstein May 2013 - Present
Accenture November 2011 - May 2013
Credit Suisse January 2010 - August 2011
Credit Suisse March 2008 - January 2010
IBM May 2006 - January 2007
Skills
Business Analysis, Strategic Planning, Talent Acquisition, Enterprise Risk..., Management Consulting, Banking, Change Management, PMO, IT Strategy, Project Management, Project Portfolio..., SDLC, Fixed Income, Investment Banking, Program Management, Governance, Business Process, Vendor Management, Outsourcing, Business Transformation, Business Process..., Risk Management, Human Resources, Management, Stakeholder Management, Strategy, Business Process...
Education
University of Maryland College Park 2002 — 2005
BA, Psychology
Kelli Chunn, PHR Kelli Chunn, PHR's AllianceBernstein Experience May 2006 - November 2008
Job Manager, Human Resources at PGA TOUR
Industry Human Resources
Experience
PGA TOUR March 2015 - Present
PGA TOUR March 2013 - Present
PGA TOUR February 2011 - March 2013
Natixis US CIB January 2009 - September 2010
AllianceBernstein May 2006 - November 2008
HealthSouth Corporation February 2003 - May 2006
Education
University of Alabama 1998 — 2002
BS, Marketing
PGA TOUR March 2015 - Present
PGA TOUR March 2013 - Present
PGA TOUR February 2011 - March 2013
Natixis US CIB January 2009 - September 2010
AllianceBernstein May 2006 - November 2008
HealthSouth Corporation February 2003 - May 2006
Education
University of Alabama 1998 — 2002
BS, Marketing
David LaLande David LaLande's AllianceBernstein Experience August 2004 - November 2011
Job Software Architect
Industry Computer Software
Experience
Amherst Securities Group March 2014 - Present
Arkadium February 2013 - November 2013
The Echo System December 2011 - December 2012
AllianceBernstein August 2004 - November 2011
Buy.com November 2001 - August 2004
Buyproduce, Inc. February 2001 - November 2001
Equative.com March 2000 - February 2001
gMed September 1997 - March 2000
Skills
C#, .NET, Microsoft SQL Server, SQL, Agile Methodologies, XML, Software Development, SDLC, JavaScript, Scrum, jQuery, ASP.NET, Enterprise Architecture, Oracle, SSRS, Testing, Architectures, VB.NET, Business Intelligence, CSS, Test Driven Development, T-SQL, E-commerce, WCF, SSIS, Leadership, Databases, Project Management, Software Engineering, Cloud Computing, Web Development, HTML, ASP.NET MVC, Web Services
Education
University of California, Irvine 1993 — 1997
BS, Information and Computer Science
Amherst Securities Group March 2014 - Present
Arkadium February 2013 - November 2013
The Echo System December 2011 - December 2012
AllianceBernstein August 2004 - November 2011
Buy.com November 2001 - August 2004
Buyproduce, Inc. February 2001 - November 2001
Equative.com March 2000 - February 2001
gMed September 1997 - March 2000
Skills
C#, .NET, Microsoft SQL Server, SQL, Agile Methodologies, XML, Software Development, SDLC, JavaScript, Scrum, jQuery, ASP.NET, Enterprise Architecture, Oracle, SSRS, Testing, Architectures, VB.NET, Business Intelligence, CSS, Test Driven Development, T-SQL, E-commerce, WCF, SSIS, Leadership, Databases, Project Management, Software Engineering, Cloud Computing, Web Development, HTML, ASP.NET MVC, Web Services
Education
University of California, Irvine 1993 — 1997
BS, Information and Computer Science
Aaron Deedon, CIMA Aaron Deedon, CIMA's AllianceBernstein Experience April 2006 - October 2008
Job Regional Vice President, Mutual Fund Specialist at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company July 2015 - Present
Wells Fargo March 2014 - Present
Morgan Stanley Smith Barney August 2010 - March 2014
Transamerica January 2009 - August 2010
AllianceBernstein April 2006 - October 2008
Merrill Lynch April 2000 - April 2006
SunAmerica Inc 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
Pacific Life Insurance Company July 2015 - Present
Wells Fargo March 2014 - Present
Morgan Stanley Smith Barney August 2010 - March 2014
Transamerica January 2009 - August 2010
AllianceBernstein April 2006 - October 2008
Merrill Lynch April 2000 - April 2006
SunAmerica Inc 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
Saquib Khan,MBA,PMP Saquib Khan,MBA,PMP's AllianceBernstein Experience April 2008 - October 2009
Job Manager –ERP Applications I Human Capital Management at Dart Container
Industry Consumer Goods
Experience
Dart Container August 2014 - Present
Talentum-Solutions,LLC January 2012 - Present
Dart Container April 2013 - July 2014
Steelcase November 2011 - March 2013
Westinghouse Electric Company November 2012 - February 2013
AspireHR, Inc. March 2010 - November 2011
Brown Shoe Company November 2009 - January 2010
AllianceBernstein April 2008 - October 2009
Fujitsu Consulting 2005 - April 2008
CPS Energy December 2007 - March 2008
Skills
ABAP, SAPScript, Smartforms, BAPI, IDOC, ESS, MSS, SAP Portal, SOAP, SAP Security..., SAP Project Management, SAP E-Recruiting, SAP LSO, SAP Performance..., SAP ECM, SAP Payroll, SAP Benefits, SAP PA/OM/PD, SAP SD Module, SAP FICO, SAP CRM, SAP MM, SAP PP, Proxy Classes, ABAP-OO, ABAP Web Dynpro, SAP BSP, SAP telnet management..., Adobe forms, SAP HCM processes &..., SAP HR, SAP KM, SCORM, TREX, FormCalc, JavaScript, SAP Workflow, ABAP Query, SAP HR Forms, SAP TM & Payroll..., Open Enrollment, BSI Tax Factory, SAP OSS notes, SAP BPC, Unix Shell Scripting, Teradata, SQL, SAP Basis, SAP BADI, SAP enhancement spots
Education
College of Business Administration 2000 — 2001
Executive MCS, MS of Computer Sciences
University of Central Punjab 1997 — 2000
BCS, Computer Sciences
Dart Container August 2014 - Present
Talentum-Solutions,LLC January 2012 - Present
Dart Container April 2013 - July 2014
Steelcase November 2011 - March 2013
Westinghouse Electric Company November 2012 - February 2013
AspireHR, Inc. March 2010 - November 2011
Brown Shoe Company November 2009 - January 2010
AllianceBernstein April 2008 - October 2009
Fujitsu Consulting 2005 - April 2008
CPS Energy December 2007 - March 2008
Skills
ABAP, SAPScript, Smartforms, BAPI, IDOC, ESS, MSS, SAP Portal, SOAP, SAP Security..., SAP Project Management, SAP E-Recruiting, SAP LSO, SAP Performance..., SAP ECM, SAP Payroll, SAP Benefits, SAP PA/OM/PD, SAP SD Module, SAP FICO, SAP CRM, SAP MM, SAP PP, Proxy Classes, ABAP-OO, ABAP Web Dynpro, SAP BSP, SAP telnet management..., Adobe forms, SAP HCM processes &..., SAP HR, SAP KM, SCORM, TREX, FormCalc, JavaScript, SAP Workflow, ABAP Query, SAP HR Forms, SAP TM & Payroll..., Open Enrollment, BSI Tax Factory, SAP OSS notes, SAP BPC, Unix Shell Scripting, Teradata, SQL, SAP Basis, SAP BADI, SAP enhancement spots
Education
College of Business Administration 2000 — 2001
Executive MCS, MS of Computer Sciences
University of Central Punjab 1997 — 2000
BCS, Computer Sciences
Jeff Blum's AllianceBernstein Experience February 2014 - Present
Job Relationship Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein February 2014 - Present
AllianceBernstein June 2011 - February 2014
USC Marshall School of Business September 2009 - May 2011
GroupM February 2006 - August 2009
Skills
Series 7, Series 63, Series 31, Key Account..., Business Development, Mutual Funds, Financial Analysis, Financial Modeling, Leadership, Marketing Strategy, Asset Management, Investments, Strategy, Marketing, Equities
Education
University of California, Berkeley 2000 — 2004
University of Southern California 2009 — 2010
AllianceBernstein February 2014 - Present
AllianceBernstein June 2011 - February 2014
USC Marshall School of Business September 2009 - May 2011
GroupM February 2006 - August 2009
Skills
Series 7, Series 63, Series 31, Key Account..., Business Development, Mutual Funds, Financial Analysis, Financial Modeling, Leadership, Marketing Strategy, Asset Management, Investments, Strategy, Marketing, Equities
Education
University of California, Berkeley 2000 — 2004
University of Southern California 2009 — 2010
Neil Ruffell's AllianceBernstein Experience May 2014 - Present
Job Vice President Corporate Actions, Class Actions & Proxy at AllianceBernstein
Industry Banking
Experience
AllianceBernstein May 2014 - Present
AllianceBernstein January 2014 - May 2014
State Street Bank November 2011 - May 2014
State Street October 2012 - February 2014
AllianceBernstein July 2001 - November 2011
Thomson Reuters August 1998 - May 2001
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Portfolio Management, Corporate Actions, Fair Market Value, Market Data, Bloomberg, Capital Markets, Investments, Options, Valuation, Investment Management, Settlement, Middle Office, Asset Management, Mutual Funds, Financial Markets, Alternative Investments
Education
University of Kent 1995 — 1998
BA Hons, History and Politics & Government
Coopers Company & Coborn School, Upmnster, Essex 1988 — 1995
'A' Levels, History, Politics & English Literature, 24 UCAS Points
AllianceBernstein May 2014 - Present
AllianceBernstein January 2014 - May 2014
State Street Bank November 2011 - May 2014
State Street October 2012 - February 2014
AllianceBernstein July 2001 - November 2011
Thomson Reuters August 1998 - May 2001
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Portfolio Management, Corporate Actions, Fair Market Value, Market Data, Bloomberg, Capital Markets, Investments, Options, Valuation, Investment Management, Settlement, Middle Office, Asset Management, Mutual Funds, Financial Markets, Alternative Investments
Education
University of Kent 1995 — 1998
BA Hons, History and Politics & Government
Coopers Company & Coborn School, Upmnster, Essex 1988 — 1995
'A' Levels, History, Politics & English Literature, 24 UCAS Points
Abhi Adukia Abhi Adukia's AllianceBernstein Experience June 2012 - Present
Job Risk Manager, Investment Risk
Industry Financial Services
Experience
AllianceBernstein June 2012 - Present
AllianceBernstein June 2009 - May 2012
AIG February 2008 - June 2009
Ernst & Young LLP June 2005 - February 2008
Smith Barney February 2004 - May 2004
Denis Exports Pvt. Ltd., Egypt February 1999 - April 2001
Education
State University of New York at Buffalo 2003 — 2005
MBA
University of Mumbai 1994 — 1997
Bachelors in Commerce, Financial Accounting
AllianceBernstein June 2012 - Present
AllianceBernstein June 2009 - May 2012
AIG February 2008 - June 2009
Ernst & Young LLP June 2005 - February 2008
Smith Barney February 2004 - May 2004
Denis Exports Pvt. Ltd., Egypt February 1999 - April 2001
Education
State University of New York at Buffalo 2003 — 2005
MBA
University of Mumbai 1994 — 1997
Bachelors in Commerce, Financial Accounting
Suzanne Stejskal Suzanne Stejskal's AllianceBernstein Experience June 2009 - August 2011
Job Account Director at Citia
Industry Marketing and Advertising
Experience
Citia November 2014 - Present
Karlen Williams Graybill Advertising August 2014 - September 2014
MXM (Meredith Xcelerated Marketing) June 2014 - August 2014
Project: WorldWide April 2014 - April 2014
Erwin Penland April 2012 - December 2013
AllianceBernstein June 2009 - August 2011
United Media September 2008 - April 2009
Skills
Advertising, Marketing, Social Media Marketing, Management, CRM, Social Networking, Integrated Marketing, Customer Service, Digital Media, Media Relations, PowerPoint, Copywriting, Digital Marketing, Adobe Acrobat, Brand Development, Brand Management, Social Media, Digital Strategy, Spanish-speaking, Creative Writing, Journalism, Photoshop, MLA style, SEO, Website Development, Corporate Website..., Content Marketing, Publishing Technology, Mobile Applications, Mobile Advertising, Mobile Communications, Mobile Marketing, Strategy
Education
University of California, Riverside 2001 — 2006
BA, English
Citia November 2014 - Present
Karlen Williams Graybill Advertising August 2014 - September 2014
MXM (Meredith Xcelerated Marketing) June 2014 - August 2014
Project: WorldWide April 2014 - April 2014
Erwin Penland April 2012 - December 2013
AllianceBernstein June 2009 - August 2011
United Media September 2008 - April 2009
Skills
Advertising, Marketing, Social Media Marketing, Management, CRM, Social Networking, Integrated Marketing, Customer Service, Digital Media, Media Relations, PowerPoint, Copywriting, Digital Marketing, Adobe Acrobat, Brand Development, Brand Management, Social Media, Digital Strategy, Spanish-speaking, Creative Writing, Journalism, Photoshop, MLA style, SEO, Website Development, Corporate Website..., Content Marketing, Publishing Technology, Mobile Applications, Mobile Advertising, Mobile Communications, Mobile Marketing, Strategy
Education
University of California, Riverside 2001 — 2006
BA, English
Damian Reeves Damian Reeves's AllianceBernstein Experience August 2004 - March 2011
Job Software Architect at Jennison Associates LLC
Industry Investment Management
Experience
Jennison Associates LLC September 2014 - Present
Och-Ziff Capital Management March 2013 - September 2014
Lab49 August 2012 - March 2013
Och-Ziff Capital Management March 2011 - August 2012
AllianceBernstein August 2004 - March 2011
IntelliClaim February 2001 - August 2004
General DataComm June 2000 - January 2001
Skills
C#, .NET, WCF, Test Driven Development, WPF, Software Development, Microsoft SQL Server, T-SQL, WinForms, Visual Studio, Java, Stored Procedures, Silverlight, SQL Server, Software Engineering, SDLC, DevOps, Powershell, PL/SQL, Message Queue, Software Architecture, Communication
Education
University of Connecticut 1995 — 2000
BS, Computer Science and Engineering
Jennison Associates LLC September 2014 - Present
Och-Ziff Capital Management March 2013 - September 2014
Lab49 August 2012 - March 2013
Och-Ziff Capital Management March 2011 - August 2012
AllianceBernstein August 2004 - March 2011
IntelliClaim February 2001 - August 2004
General DataComm June 2000 - January 2001
Skills
C#, .NET, WCF, Test Driven Development, WPF, Software Development, Microsoft SQL Server, T-SQL, WinForms, Visual Studio, Java, Stored Procedures, Silverlight, SQL Server, Software Engineering, SDLC, DevOps, Powershell, PL/SQL, Message Queue, Software Architecture, Communication
Education
University of Connecticut 1995 — 2000
BS, Computer Science and Engineering
Paul Marcontell, CFSA CFE Paul Marcontell, CFSA CFE's AllianceBernstein Experience July 2005 - November 2008
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
Global Banks January 2014 - Present
T.H. Brokerage January 2011 - January 2012
AllianceBernstein July 2005 - November 2008
Worldco, L.L.C April 1998 - February 2003
Skills
Audit, Certified..., Risk Management: trade..., Fraud investigations, Composer, songwriter,..., Financial Risk, Proprietary Trading, Due Diligence, Risk Management, Equities, Auditing, Risk Assessment, Fraud, Governance, Securities, Internal Controls, Financial Markets, Internal Audit, KYC, Mutual Funds, Fixed Income, Trading, AML, Options, Hedge Funds, Investments, Derivatives, Capital Markets, FINRA, Asset Management, Series 7, Wealth Management
Education
University of Illinois at Urbana-Champaign 1977 — 1979
Master's degree, Music Composition
Univeristy of Alabama 1972 — 1976
Bachelor of Arts (B.A.), English Language and Literature, General
JPMorgan Chase & Co. March 2015 - Present
Global Banks January 2014 - Present
T.H. Brokerage January 2011 - January 2012
AllianceBernstein July 2005 - November 2008
Worldco, L.L.C April 1998 - February 2003
Skills
Audit, Certified..., Risk Management: trade..., Fraud investigations, Composer, songwriter,..., Financial Risk, Proprietary Trading, Due Diligence, Risk Management, Equities, Auditing, Risk Assessment, Fraud, Governance, Securities, Internal Controls, Financial Markets, Internal Audit, KYC, Mutual Funds, Fixed Income, Trading, AML, Options, Hedge Funds, Investments, Derivatives, Capital Markets, FINRA, Asset Management, Series 7, Wealth Management
Education
University of Illinois at Urbana-Champaign 1977 — 1979
Master's degree, Music Composition
Univeristy of Alabama 1972 — 1976
Bachelor of Arts (B.A.), English Language and Literature, General
Christine Kotinsky Galamb Christine Kotinsky Galamb's AllianceBernstein Experience May 2007 - January 2013
Job Senior Associate
Industry Government Relations
Experience
New York Life Insurance Company January 2013 - Present
MacDella Cooper Foundation November 2009 - Present
AllianceBernstein May 2007 - January 2013
United States Senate March 2005 - May 2007
Education
William Paterson University of New Jersey 2009 — 2010
Graduate Certificate, Marketing, Public Relations, Sales
William Paterson University of New Jersey 2009 — 2010
Graduate Certificate, Non-Profit Managemnet
University of Arizona 1999 — 2004
B.A., Political Science/Business
New York Life Insurance Company January 2013 - Present
MacDella Cooper Foundation November 2009 - Present
AllianceBernstein May 2007 - January 2013
United States Senate March 2005 - May 2007
Education
William Paterson University of New Jersey 2009 — 2010
Graduate Certificate, Marketing, Public Relations, Sales
William Paterson University of New Jersey 2009 — 2010
Graduate Certificate, Non-Profit Managemnet
University of Arizona 1999 — 2004
B.A., Political Science/Business
Jennifer Reynolds's AllianceBernstein Experience June 2014 - Present
Job Campus Recruiting Associate at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2014 - Present
PCN Strategies January 2014 - June 2014
Aerotek June 2013 - January 2014
Aerotek September 2011 - June 2013
Louis Vuitton November 2010 - November 2011
Juicy Couture September 2007 - October 2010
Juicy Couture August 2006 - September 2007
Skills
CRM, Human Resources, Merchandising, Training, Facebook, Inventory Control, Retail, Hiring, Recruiting, Talent Management, Temporary Placement, Staffing Services, Interviews, Networking, Talent Acquisition
Education
University of Central Florida 2003 — 2007
Bachelor of Science, Criminal Justice
AllianceBernstein June 2014 - Present
PCN Strategies January 2014 - June 2014
Aerotek June 2013 - January 2014
Aerotek September 2011 - June 2013
Louis Vuitton November 2010 - November 2011
Juicy Couture September 2007 - October 2010
Juicy Couture August 2006 - September 2007
Skills
CRM, Human Resources, Merchandising, Training, Facebook, Inventory Control, Retail, Hiring, Recruiting, Talent Management, Temporary Placement, Staffing Services, Interviews, Networking, Talent Acquisition
Education
University of Central Florida 2003 — 2007
Bachelor of Science, Criminal Justice
Phillip Rollins Phillip Rollins's AllianceBernstein Experience July 2014 - Present
Job Regional Consultant at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein July 2014 - Present
Morgan Stanley December 2010 - July 2014
Skills
Investments
Education
University of Delaware
Bachelor of Science (B.S.), Marketing
AllianceBernstein July 2014 - Present
Morgan Stanley December 2010 - July 2014
Skills
Investments
Education
University of Delaware
Bachelor of Science (B.S.), Marketing
Deanna Traugott Deanna Traugott's AllianceBernstein Experience January 2005 - June 2011
Job Project Manager at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2014 - September 2015
State Street April 2013 - March 2014
J.P. Morgan May 2012 - March 2013
J.P. Morgan June 2011 - May 2012
AllianceBernstein January 2005 - June 2011
Skills
Derivatives, Collateral Management, Fixed Income, Financial Services, Equities, Capital Markets, Options, Risk Management, Alternative Investments, Portfolio Management
Education
University of Delaware 2000 — 2004
J.P. Morgan May 2014 - September 2015
State Street April 2013 - March 2014
J.P. Morgan May 2012 - March 2013
J.P. Morgan June 2011 - May 2012
AllianceBernstein January 2005 - June 2011
Skills
Derivatives, Collateral Management, Fixed Income, Financial Services, Equities, Capital Markets, Options, Risk Management, Alternative Investments, Portfolio Management
Education
University of Delaware 2000 — 2004
Philip Aaron Philip Aaron's AllianceBernstein Experience July 2014 - January 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
AllianceBernstein July 2014 - January 2015
Wells Fargo Securities May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Accounting, Banking, Corporate Finance, Time Management, Team Leadership, Financial Modeling, Public Speaking, Financial Accounting, Windows, Leadership, Budgets, Market Research, Marketing, Spanish, Analysis
Education
University of Georgia - Terry College of Business 2009 — 2014
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Goldman Sachs February 2015 - Present
AllianceBernstein July 2014 - January 2015
Wells Fargo Securities May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Accounting, Banking, Corporate Finance, Time Management, Team Leadership, Financial Modeling, Public Speaking, Financial Accounting, Windows, Leadership, Budgets, Market Research, Marketing, Spanish, Analysis
Education
University of Georgia - Terry College of Business 2009 — 2014
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Meng yee Meng yee's AllianceBernstein Experience April 2004 - October 2008
Job Information Security Officer at Intesa Sanpaolo
Industry Financial Services
Experience
Intesa Sanpaolo November 2011 - Present
RBS March 2011 - November 2011
AllianceBernstein April 2004 - October 2008
Commerzbank AG November 2000 - March 2004
IBM 2000 - 2001
KPMG October 1999 - November 2000
Skills
CISSP, Information Security, Security, Information Technology, Access Control, Information Security..., Disaster Recovery, Business Continuity, IT Audit, Vulnerability Assessment, CISA, Network Security, Penetration Testing, CISM, Application Security, ISO 27001, PCI DSS, Networking, IDS, Computer Security
Education
State University of New York at Buffalo 1991 — 1994
Master of Science (M.S.), Electrical and Computer engineering
State University of New York at Buffalo
Bachelor of Science (B.S.), Electrical and Computer engineering
Intesa Sanpaolo November 2011 - Present
RBS March 2011 - November 2011
AllianceBernstein April 2004 - October 2008
Commerzbank AG November 2000 - March 2004
IBM 2000 - 2001
KPMG October 1999 - November 2000
Skills
CISSP, Information Security, Security, Information Technology, Access Control, Information Security..., Disaster Recovery, Business Continuity, IT Audit, Vulnerability Assessment, CISA, Network Security, Penetration Testing, CISM, Application Security, ISO 27001, PCI DSS, Networking, IDS, Computer Security
Education
State University of New York at Buffalo 1991 — 1994
Master of Science (M.S.), Electrical and Computer engineering
State University of New York at Buffalo
Bachelor of Science (B.S.), Electrical and Computer engineering
Chelsea Yantosh Chelsea Yantosh's AllianceBernstein Experience April 2013 - Present
Job .
Industry Defense & Space
Experience
Lockheed Martin August 2015 - Present
AllianceBernstein April 2013 - Present
Altegrity, Inc. (Kroll) May 2011 - January 2013
Cricket Communications October 2008 - May 2011
SAP May 2007 - October 2008
Skills
Talent Management, Organizational..., Succession Planning, Performance Management, Change Management, SAP HR, Competency Management, Onboarding, SuccessFactors, Lominger Competencies, Lominger Leadership..., Oracle, Goal Setting, High Potential..., Ceridian, SumTotal, Maestro, Learning and Development, Personnel Management, Recruiting, Human Resources, Strategy
Education
University of Detroit Mercy 2004 — 2006
Master's, Industrial/ Organizational Psychology
University of South Florida 2000 — 2004
Bachelor's, Psychology
Lockheed Martin August 2015 - Present
AllianceBernstein April 2013 - Present
Altegrity, Inc. (Kroll) May 2011 - January 2013
Cricket Communications October 2008 - May 2011
SAP May 2007 - October 2008
Skills
Talent Management, Organizational..., Succession Planning, Performance Management, Change Management, SAP HR, Competency Management, Onboarding, SuccessFactors, Lominger Competencies, Lominger Leadership..., Oracle, Goal Setting, High Potential..., Ceridian, SumTotal, Maestro, Learning and Development, Personnel Management, Recruiting, Human Resources, Strategy
Education
University of Detroit Mercy 2004 — 2006
Master's, Industrial/ Organizational Psychology
University of South Florida 2000 — 2004
Bachelor's, Psychology
Natalia Danilina Natalia Danilina's AllianceBernstein Experience October 2011 - Present
Job Fund Administration Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2011 - Present
Highbridge Capital Management September 2011 - October 2011
Citi August 2007 - February 2011
Frankel, Loughran, Starr & Vallone LLP December 2006 - August 2007
Hays & Company LLP September 2004 - November 2006
Skills
Accounting, Financial Statements, Auditing, Finance, Tax, GAAP, Account Reconciliation, QuickBooks, Hedge Funds, General Ledger, Investments, Financial Analysis, Analysis, Portfolio Management, Financial Reporting, Payroll, Financial Modeling, Valuation
Education
University at Buffalo 2004 — 2006
B.S., Business Admin/ Accounting
Park Hill South
High School Diploma
AllianceBernstein October 2011 - Present
Highbridge Capital Management September 2011 - October 2011
Citi August 2007 - February 2011
Frankel, Loughran, Starr & Vallone LLP December 2006 - August 2007
Hays & Company LLP September 2004 - November 2006
Skills
Accounting, Financial Statements, Auditing, Finance, Tax, GAAP, Account Reconciliation, QuickBooks, Hedge Funds, General Ledger, Investments, Financial Analysis, Analysis, Portfolio Management, Financial Reporting, Payroll, Financial Modeling, Valuation
Education
University at Buffalo 2004 — 2006
B.S., Business Admin/ Accounting
Park Hill South
High School Diploma
Scott Kohen Scott Kohen's AllianceBernstein Experience April 2006 - June 2009
Job The Laffie Financial Group
Industry Financial Services
Experience
The Laffie Financial Group November 2011 - Present
Edward Jones June 2009 - November 2011
AllianceBernstein April 2006 - June 2009
US Polo Assn - Jordache 2003 - 2007
Skills
Disability Insurance, Estate Planning, Financial Advisory, Financial Planning, Insurance, Life Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Strategic Financial...
Education
University of Maryland College Park 1996 — 2000
Robert H. Smith School of Business
Commack HS
The Laffie Financial Group November 2011 - Present
Edward Jones June 2009 - November 2011
AllianceBernstein April 2006 - June 2009
US Polo Assn - Jordache 2003 - 2007
Skills
Disability Insurance, Estate Planning, Financial Advisory, Financial Planning, Insurance, Life Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Strategic Financial...
Education
University of Maryland College Park 1996 — 2000
Robert H. Smith School of Business
Commack HS
Cynthia Stackhouse, MA Cynthia Stackhouse, MA's AllianceBernstein Experience May 2013 - July 2013
Job Assistant HR Manager
Industry Human Resources
Experience
Morganti Group Inc June 2015 - Present
Connecticut Renaissance April 2015 - June 2015
Connecticut Renaissance April 2014 - April 2015
Connecticut Renaissance December 2013 - April 2014
Schultze Asset Management September 2013 - December 2013
Tortoise Investment Management LLC July 2013 - September 2013
AllianceBernstein May 2013 - July 2013
Random House April 2013 - May 2013
Moore Physical Therapy & Fitness February 2011 - October 2012
Abilis August 2010 - May 2012
Skills
Customer Service, Interviews, Administrative..., Policy, Budgets, Psychology, Treatment, Accounting, Employee Training, Training, Microsoft Office, Microsoft Excel, Data Entry, Public Speaking, Employee Relations, Leadership, Management, Outlook, Human Resources, Microsoft Word, PowerPoint
Education
University of New Haven 2013 — 2015
Master's Degree, Industrial/Organizational Psychology
University of Connecticut 2003 — 2008
Bachelor of Science, Human Development & Family Studies
Morganti Group Inc June 2015 - Present
Connecticut Renaissance April 2015 - June 2015
Connecticut Renaissance April 2014 - April 2015
Connecticut Renaissance December 2013 - April 2014
Schultze Asset Management September 2013 - December 2013
Tortoise Investment Management LLC July 2013 - September 2013
AllianceBernstein May 2013 - July 2013
Random House April 2013 - May 2013
Moore Physical Therapy & Fitness February 2011 - October 2012
Abilis August 2010 - May 2012
Skills
Customer Service, Interviews, Administrative..., Policy, Budgets, Psychology, Treatment, Accounting, Employee Training, Training, Microsoft Office, Microsoft Excel, Data Entry, Public Speaking, Employee Relations, Leadership, Management, Outlook, Human Resources, Microsoft Word, PowerPoint
Education
University of New Haven 2013 — 2015
Master's Degree, Industrial/Organizational Psychology
University of Connecticut 2003 — 2008
Bachelor of Science, Human Development & Family Studies
Rose Convery's AllianceBernstein Experience February 2001 - April 2002
Job Designer / Director / Brand Steward
Industry Design
Experience
AlixPartners February 2013 - January 2015
GLG (Gerson Lehrman Group) December 2011 - January 2013
Royce & Associates May 2007 - November 2011
BNY Mellon September 2006 - May 2007
Morningstar December 2005 - August 2006
Rotary International November 2004 - August 2005
Hachette Filipacchi Media July 2003 - April 2004
AllianceBernstein February 2001 - April 2002
Skills
Creative Direction, Graphic Design, Adobe Creative Suite, User Experience, Concept Development, Creative Strategy, Corporate Identity, Illustrator, Team Building, Typography, InDesign, Branding & Identity, Art Direction, Web Design, Layout, Social Media, Marketing, Blogging, QuarkXPress, Art, Project Management, Information Architecture, Photography, Image Manipulation, Newsletters, Pre-press, Brochures, Email Marketing, Brand Development, Illustration
Education
University of Illinois at Chicago 1995 — 1997
Bachelor of Fine Arts (BFA), Graphic Design, 3.66 / 4.0
AlixPartners February 2013 - January 2015
GLG (Gerson Lehrman Group) December 2011 - January 2013
Royce & Associates May 2007 - November 2011
BNY Mellon September 2006 - May 2007
Morningstar December 2005 - August 2006
Rotary International November 2004 - August 2005
Hachette Filipacchi Media July 2003 - April 2004
AllianceBernstein February 2001 - April 2002
Skills
Creative Direction, Graphic Design, Adobe Creative Suite, User Experience, Concept Development, Creative Strategy, Corporate Identity, Illustrator, Team Building, Typography, InDesign, Branding & Identity, Art Direction, Web Design, Layout, Social Media, Marketing, Blogging, QuarkXPress, Art, Project Management, Information Architecture, Photography, Image Manipulation, Newsletters, Pre-press, Brochures, Email Marketing, Brand Development, Illustration
Education
University of Illinois at Chicago 1995 — 1997
Bachelor of Fine Arts (BFA), Graphic Design, 3.66 / 4.0
Jennifer N. Kim Jennifer N. Kim's AllianceBernstein Experience February 2010 - December 2010
Job Freelance Proposal Writer | Writer/Editor at Independent
Industry Writing and Editing
Experience
Independent February 2015 - Present
Amplify April 2013 - February 2015
Guidance Software August 2011 - April 2013
Schoolnet January 2011 - July 2011
AllianceBernstein February 2010 - December 2010
Sharp Decisions November 2009 - December 2010
Spark Digital (formerly Gen-i) May 2006 - December 2008
Various 2000 - 2007
New Line Cinema LLC 2003 - 2003
Sony Pictures Entertainment 1996 - 1997
Skills
Process Improvement, RFP preparation, Proposal Writing, Proposal Management, Proposal Preparation, RFP Design, Research, Project Management, Project Planning, New Business Development, RFP, Editing, Program Management
Education
University of California, San Diego
B.A., Visual Arts
Independent February 2015 - Present
Amplify April 2013 - February 2015
Guidance Software August 2011 - April 2013
Schoolnet January 2011 - July 2011
AllianceBernstein February 2010 - December 2010
Sharp Decisions November 2009 - December 2010
Spark Digital (formerly Gen-i) May 2006 - December 2008
Various 2000 - 2007
New Line Cinema LLC 2003 - 2003
Sony Pictures Entertainment 1996 - 1997
Skills
Process Improvement, RFP preparation, Proposal Writing, Proposal Management, Proposal Preparation, RFP Design, Research, Project Management, Project Planning, New Business Development, RFP, Editing, Program Management
Education
University of California, San Diego
B.A., Visual Arts
Amanda Brueggeman Amanda Brueggeman's AllianceBernstein Experience August 2008 - January 2010
Job Client Reporting Associate, Team Leader at WHV Investment Management, Inc.
Industry Financial Services
Experience
WHV Investment Management, Inc. March 2014 - Present
WHV Investment Management, Inc. January 2013 - March 2014
WHV Investment Management, February 2011 - January 2013
Merrill Lynch January 2010 - December 2010
AllianceBernstein August 2008 - January 2010
Public Agency Retirement Services August 2004 - July 2008
Skills
Client Service, Investments, Series 7, Investment Strategies, Equities, Retirement Planning, series 66, Client Services, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Financial Analysis, Bloomberg, Portfolio Management, Financial Services
Education
UCLA 2002 — 2004
B.A., Anthropology
WHV Investment Management, Inc. March 2014 - Present
WHV Investment Management, Inc. January 2013 - March 2014
WHV Investment Management, February 2011 - January 2013
Merrill Lynch January 2010 - December 2010
AllianceBernstein August 2008 - January 2010
Public Agency Retirement Services August 2004 - July 2008
Skills
Client Service, Investments, Series 7, Investment Strategies, Equities, Retirement Planning, series 66, Client Services, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Financial Analysis, Bloomberg, Portfolio Management, Financial Services
Education
UCLA 2002 — 2004
B.A., Anthropology
Robert J. Cruz, CIMA, AIFA, CRPS Robert J. Cruz, CIMA, AIFA, CRPS's AllianceBernstein Experience June 1999 - May 2010
Job Director, Retirement Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors June 2014 - Present
BlackRock May 2010 - June 2014
AllianceBernstein June 1999 - May 2010
Skills
Retirement, Mutual Funds, 401k, Defined Benefit, Series 63, Series 7, Investments, Asset Allocation, Retirement Planning, Defined Contribution
Education
University at Buffalo 1992 — 1993
International Business
Allianz Global Investors June 2014 - Present
BlackRock May 2010 - June 2014
AllianceBernstein June 1999 - May 2010
Skills
Retirement, Mutual Funds, 401k, Defined Benefit, Series 63, Series 7, Investments, Asset Allocation, Retirement Planning, Defined Contribution
Education
University at Buffalo 1992 — 1993
International Business
Chelsea Miller's AllianceBernstein Experience September 2014 - Present
Job Executive Assistant at AB
Industry Sports
Experience
AllianceBernstein September 2014 - Present
Christ Fellowship Church June 2014 - September 2014
Orlando City Soccer April 2013 - June 2014
Orlando City Soccer August 2012 - June 2014
Orlando City SC August 2012 - February 2014
Skills
Sports Marketing, Sports Management, Event Management, Operations Management, Operational Activities, Social Media, Event Planning, Facebook, Marketing, Interpersonal..., Organization, Public Speaking, Public Relations, Ticket Sales
Education
University of Central Florida 2009 — 2013
Bachelor of Science (B.S.), Psychology, DeVos Sports Business Management Minor
AllianceBernstein September 2014 - Present
Christ Fellowship Church June 2014 - September 2014
Orlando City Soccer April 2013 - June 2014
Orlando City Soccer August 2012 - June 2014
Orlando City SC August 2012 - February 2014
Skills
Sports Marketing, Sports Management, Event Management, Operations Management, Operational Activities, Social Media, Event Planning, Facebook, Marketing, Interpersonal..., Organization, Public Speaking, Public Relations, Ticket Sales
Education
University of Central Florida 2009 — 2013
Bachelor of Science (B.S.), Psychology, DeVos Sports Business Management Minor
Michael Whitman Michael Whitman's AllianceBernstein Experience 2005 - 2007
Job SAP Global Private Equity
Industry Venture Capital & Private Equity
Experience
SAP Global Private Equity Group 2014 - Present
eSpace Technology Incubator 2011 - 2013
The Boulder Innovation Center 2010 - 2013
Credit Suisse Global Bank 2007 - 2009
AllianceBernstein 2005 - 2007
Transwitch 1999 - 2005
ON Semiconductor 1997 - 1999
Applied Materials 1995 - 1997
US Navy 1984 - 1994
Skills
Mergers, Start-ups, Financial Modeling, Venture Capital, Corporate Development, Strategic Partnerships, Product Marketing, Business Strategy, Management, Strategy, Business Planning, Competitive Analysis, Business Development, SaaS, Management Consulting, Entrepreneurship, Executive Management, Sales Operations, Private Equity, Marketing Strategy, Mergers & Acquisitions, Cross-functional Team..., Strategic Planning, Program Management, Market Research, Due Diligence, Investment Banking, Leadership, CRM, Corporate Finance, Enterprise Software, Analysis, Product Development, Telecommunications, Project Management, Investments, Negotiation, New Business Development, Cloud Computing, Portfolio Management, Finance, Product Management, Budgets, M&A experience, LBO, Financial Analysis, Valuation, Training, Acquisitions, Acquisition Integration
Education
University of Chicago 2002 — 2003
International Business, Corporate Masters Program
United States Navy Flight Test Evaluation School 1990 — 1991
Graduate, Advanced Flight Test and Evaluation
University of Colorado 1980 — 1984
Second Major, Geology Geophysics, Highest Honors
University of Colorado Boulder 1980 — 1984
Bachelor of Science, Physics, Honors Graduate
SAP Global Private Equity Group 2014 - Present
eSpace Technology Incubator 2011 - 2013
The Boulder Innovation Center 2010 - 2013
Credit Suisse Global Bank 2007 - 2009
AllianceBernstein 2005 - 2007
Transwitch 1999 - 2005
ON Semiconductor 1997 - 1999
Applied Materials 1995 - 1997
US Navy 1984 - 1994
Skills
Mergers, Start-ups, Financial Modeling, Venture Capital, Corporate Development, Strategic Partnerships, Product Marketing, Business Strategy, Management, Strategy, Business Planning, Competitive Analysis, Business Development, SaaS, Management Consulting, Entrepreneurship, Executive Management, Sales Operations, Private Equity, Marketing Strategy, Mergers & Acquisitions, Cross-functional Team..., Strategic Planning, Program Management, Market Research, Due Diligence, Investment Banking, Leadership, CRM, Corporate Finance, Enterprise Software, Analysis, Product Development, Telecommunications, Project Management, Investments, Negotiation, New Business Development, Cloud Computing, Portfolio Management, Finance, Product Management, Budgets, M&A experience, LBO, Financial Analysis, Valuation, Training, Acquisitions, Acquisition Integration
Education
University of Chicago 2002 — 2003
International Business, Corporate Masters Program
United States Navy Flight Test Evaluation School 1990 — 1991
Graduate, Advanced Flight Test and Evaluation
University of Colorado 1980 — 1984
Second Major, Geology Geophysics, Highest Honors
University of Colorado Boulder 1980 — 1984
Bachelor of Science, Physics, Honors Graduate
Sydney Blackett Sydney Blackett's AllianceBernstein Experience January 2007 - April 2008
Job Senior RFP Specialist at Invesco
Industry Financial Services
Experience
Invesco Ltd. November 2011 - Present
Computershare January 2009 - August 2011
AllianceBernstein January 2007 - April 2008
AllianceBernstein November 2005 - January 2007
Schiff Hardin LLP 2002 - 2005
Education
University at Albany, SUNY 1997 — 2001
B.A., English
Bronx High School of Science 1993 — 1997
Invesco Ltd. November 2011 - Present
Computershare January 2009 - August 2011
AllianceBernstein January 2007 - April 2008
AllianceBernstein November 2005 - January 2007
Schiff Hardin LLP 2002 - 2005
Education
University at Albany, SUNY 1997 — 2001
B.A., English
Bronx High School of Science 1993 — 1997
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
Reed Forbush's AllianceBernstein Experience January 2012 - May 2012
Job Law Clerk (Pending Bar Admission), Boies, Schiller & Flexner
Industry Law Practice
Experience
Northern District of California September 2014 - December 2014
Boies, Schiller & Flexner LLP May 2014 - August 2014
US Securities and Exchange Commission May 2013 - August 2013
American Youth Foundation - Merrowvista May 2012 - August 2012
AllianceBernstein January 2012 - May 2012
Societe Generale May 2010 - April 2011
Societe Generale November 2007 - April 2010
Kaplan Test Prep and Admissions June 2008 - November 2008
Goldman Sachs September 2007 - September 2007
Education
University of California, Berkeley - School of Law 2012 — 2015
Doctor of Law (J.D.)
Macaulay Honors College CUNY at Hunter College 2003 — 2007
BA, Economics/Political Science double major
Phillips Exeter Academy 1999 — 2003
High School
Northern District of California September 2014 - December 2014
Boies, Schiller & Flexner LLP May 2014 - August 2014
US Securities and Exchange Commission May 2013 - August 2013
American Youth Foundation - Merrowvista May 2012 - August 2012
AllianceBernstein January 2012 - May 2012
Societe Generale May 2010 - April 2011
Societe Generale November 2007 - April 2010
Kaplan Test Prep and Admissions June 2008 - November 2008
Goldman Sachs September 2007 - September 2007
Education
University of California, Berkeley - School of Law 2012 — 2015
Doctor of Law (J.D.)
Macaulay Honors College CUNY at Hunter College 2003 — 2007
BA, Economics/Political Science double major
Phillips Exeter Academy 1999 — 2003
High School
Zi Yi Kuang Zi Yi Kuang's AllianceBernstein Experience March 2014 - Present
Job Junior Associate Portfolio Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein March 2014 - Present
Dick's Sporting Goods May 2012 - August 2012
Gouverneur Hospital June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint
Education
University at Buffalo 2009 — 2013
Bachelor of Business Administration (BBA), Financial Analysis, 3.29
AllianceBernstein March 2014 - Present
Dick's Sporting Goods May 2012 - August 2012
Gouverneur Hospital June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint
Education
University at Buffalo 2009 — 2013
Bachelor of Business Administration (BBA), Financial Analysis, 3.29
Beryl Lou's AllianceBernstein Experience June 2010 - May 2013
Job Investment Analyst at First Eagle
Industry Investment Management
Experience
First Eagle Investment Management June 2013 - Present
AllianceBernstein June 2010 - May 2013
UCLA October 2008 - June 2010
Education
University of California, Los Angeles 2006 — 2010
B.Sc., Mathematics/Economics
First Eagle Investment Management June 2013 - Present
AllianceBernstein June 2010 - May 2013
UCLA October 2008 - June 2010
Education
University of California, Los Angeles 2006 — 2010
B.Sc., Mathematics/Economics
Erin G. Scudder Erin G. Scudder's AllianceBernstein Experience 2008 - September 2011
Job Sales and Marketing Consultant + Yoga Instructor
Industry Marketing and Advertising
Experience
American Express OPEN June 2015 - Present
The James Beard Foundation March 2015 - May 2015
Allianz Global Investors October 2014 - March 2015
Allianz Global Investors September 2011 - October 2014
AllianceBernstein 2008 - September 2011
AllianceBernstein September 2007 - 2008
Skills
Marketing, Marketing Strategy, Yoga Instruction, Relationship Management, Sales, Digital Marketing, Marketing Management, Corporate Wellness, Wellness, Yoga, Teaching, Fitness Instruction, Fitness, Advertising, Financial Services, Mutual Funds, Series 7, Asset Management, Investments, Retirement, Asset Allocation, Series 63, Retirement Planning, 401k, Defined Contribution
Education
University of Maryland College Park 2003 — 2007
Bachelor's Degree
Pure Yoga - New York, NY
200-hour Yoga Teacher Training
American Express OPEN June 2015 - Present
The James Beard Foundation March 2015 - May 2015
Allianz Global Investors October 2014 - March 2015
Allianz Global Investors September 2011 - October 2014
AllianceBernstein 2008 - September 2011
AllianceBernstein September 2007 - 2008
Skills
Marketing, Marketing Strategy, Yoga Instruction, Relationship Management, Sales, Digital Marketing, Marketing Management, Corporate Wellness, Wellness, Yoga, Teaching, Fitness Instruction, Fitness, Advertising, Financial Services, Mutual Funds, Series 7, Asset Management, Investments, Retirement, Asset Allocation, Series 63, Retirement Planning, 401k, Defined Contribution
Education
University of Maryland College Park 2003 — 2007
Bachelor's Degree
Pure Yoga - New York, NY
200-hour Yoga Teacher Training
Paul Hwang Paul Hwang's AllianceBernstein Experience 2012 - Present
Job Associate Portfolio Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein 2012 - Present
Zurich Financial Services 2010 - 2012
Vanguard 2008 - 2010
Vanguard 2007 - 2008
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (B.A.), Economics
AllianceBernstein 2012 - Present
Zurich Financial Services 2010 - 2012
Vanguard 2008 - 2010
Vanguard 2007 - 2008
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (B.A.), Economics
Linda Sheehan Linda Sheehan's AllianceBernstein Experience January 2012 - September 2014
Job Human Resources Manager at Trident Enterprises International, Inc.
Industry Human Resources
Experience
Trident Enterprises International, Inc. May 2013 - Present
AllianceBernstein January 2012 - September 2014
Randstad Sourceright, US March 2011 - September 2014
Lockheed Martin 2005 - 2007
JetBlue Airways 2003 - 2005
Jobwarehouse.com 2002 - 2003
Girl Scouts of Northern Indiana-Michiana January 2000 - May 2000
Navistar Inc March 1998 - January 2000
Skills
Recruiting, Human Resources, College Recruiting, Sourcing, Consulting, Talent Acquisition, Strategic Sourcing, PeopleSoft, Onboarding, Employee Relations, Talent Management, Applicant Tracking..., New Hire Orientations, Leadership, Employee Training, Temporary Placement, Benefits Negotiation, Screening Resumes, Resume Writing, Hiring, Executive Search, Management, Internet Recruiting, Training, Process Improvement, Interviews, Technical Recruiting, Workforce Planning, Staffing Services
Education
University of Florida - Warrington College Of Business 2004 — 2005
MBA, Business Administration
University of Florida - Warrington College Of Business 1994 — 1997
BABA, Business Adminstration
Trident Enterprises International, Inc. May 2013 - Present
AllianceBernstein January 2012 - September 2014
Randstad Sourceright, US March 2011 - September 2014
Lockheed Martin 2005 - 2007
JetBlue Airways 2003 - 2005
Jobwarehouse.com 2002 - 2003
Girl Scouts of Northern Indiana-Michiana January 2000 - May 2000
Navistar Inc March 1998 - January 2000
Skills
Recruiting, Human Resources, College Recruiting, Sourcing, Consulting, Talent Acquisition, Strategic Sourcing, PeopleSoft, Onboarding, Employee Relations, Talent Management, Applicant Tracking..., New Hire Orientations, Leadership, Employee Training, Temporary Placement, Benefits Negotiation, Screening Resumes, Resume Writing, Hiring, Executive Search, Management, Internet Recruiting, Training, Process Improvement, Interviews, Technical Recruiting, Workforce Planning, Staffing Services
Education
University of Florida - Warrington College Of Business 2004 — 2005
MBA, Business Administration
University of Florida - Warrington College Of Business 1994 — 1997
BABA, Business Adminstration
Alicia Prodromou Alicia Prodromou's AllianceBernstein Experience January 2014 - May 2015
Job Looking for opportunities in the Bay Area
Industry Legal Services
Experience
AllianceBernstein January 2014 - May 2015
AllianceBernstein October 2013 - December 2013
Biomarin May 2011 - September 2013
NetBiz Expert December 2010 - September 2013
Golden Gate Opera December 2012 - June 2013
ASUCD Coffee House September 2007 - August 2010
Dept. of Defense - Child & Youth Services (Camp Adventure) 2010 - 2010
Banana Republic March 2006 - September 2006
Skills
Notary Public, SEO, Wordpress, Social Media, Event Planning, Outlook, PowerPoint, Blogging, Social Media Marketing, Customer Service, Sales, Microsoft Word, Research, Microsoft Excel, Microsoft Office, Social Networking, WordPress, Editing, Time Management
Education
University of California, Davis 2006 — 2010
BS, BA, Human Development, Psychology
AllianceBernstein January 2014 - May 2015
AllianceBernstein October 2013 - December 2013
Biomarin May 2011 - September 2013
NetBiz Expert December 2010 - September 2013
Golden Gate Opera December 2012 - June 2013
ASUCD Coffee House September 2007 - August 2010
Dept. of Defense - Child & Youth Services (Camp Adventure) 2010 - 2010
Banana Republic March 2006 - September 2006
Skills
Notary Public, SEO, Wordpress, Social Media, Event Planning, Outlook, PowerPoint, Blogging, Social Media Marketing, Customer Service, Sales, Microsoft Word, Research, Microsoft Excel, Microsoft Office, Social Networking, WordPress, Editing, Time Management
Education
University of California, Davis 2006 — 2010
BS, BA, Human Development, Psychology
Grisell DeNapoles Grisell DeNapoles's AllianceBernstein Experience February 2007 - October 2008
Job Recruiting Coordinator at Gartner
Industry Human Resources
Experience
Gartner March 2010 - Present
AllianceBernstein February 2007 - October 2008
Taylor Grey April 2006 - February 2007
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Sourcing, Executive Search, Talent Management, Onboarding, Human Resources, Technical Recruiting, Employee Relations, Taleo, HRIS, Performance Management, Vendor Management, Resume Writing
Education
The University of Connecticut 2001 — 2005
Bachelor of Arts, Psychology/Sociology
Gartner March 2010 - Present
AllianceBernstein February 2007 - October 2008
Taylor Grey April 2006 - February 2007
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Sourcing, Executive Search, Talent Management, Onboarding, Human Resources, Technical Recruiting, Employee Relations, Taleo, HRIS, Performance Management, Vendor Management, Resume Writing
Education
The University of Connecticut 2001 — 2005
Bachelor of Arts, Psychology/Sociology
Benjamin Brannan's AllianceBernstein Experience October 2012 - June 2014
Job Business Development at MSCI Inc
Industry Financial Services
Experience
MSCI Inc. September 2014 - Present
AllianceBernstein October 2012 - June 2014
Deloitte (Momenta) June 2011 - June 2012
Skills
Strategy, Business, Financial Analysis, Sales, Motorcycling, Quantitative Analytics, Investments, Risk Management, Financial Markets, Portfolio Management, Equities, SaaS, Banking, Derivatives
Education
ACS International School
University of London
Bachelors, Development Economics & Politics
MSCI Inc. September 2014 - Present
AllianceBernstein October 2012 - June 2014
Deloitte (Momenta) June 2011 - June 2012
Skills
Strategy, Business, Financial Analysis, Sales, Motorcycling, Quantitative Analytics, Investments, Risk Management, Financial Markets, Portfolio Management, Equities, SaaS, Banking, Derivatives
Education
ACS International School
University of London
Bachelors, Development Economics & Politics
Saf Stern's AllianceBernstein Experience July 2008 - May 2015
Job Head of Program Management IHC CCAR , Assets & Liabilities, Credit Risk Regulatory Data and Reporting Dodd Frank
Industry Financial Services
Experience
Santander Bank, N.A. May 2015 - Present
AllianceBernstein July 2008 - May 2015
Alliance Bernstein November 2004 - July 2008
JPMorgan Chase January 2004 - November 2004
Principia Partners July 2001 - December 2003
Societe Generale 1999 - 2001
Skills
Business Intelligence, Integration, Data Warehousing, Program Management, Derivatives, Databases, Accounting, Enterprise Software, Strategy, Risk Management, SDLC, Stocks, Vendor Management, Software Documentation, Enterprise Data, Enterprise Data Modeling, Regulatory Compliance, Consulting, Project Management, Business Analysis, Management, Fixed Income, PMO, Asset Management, Equities, Governance
Education
University of California, Los Angeles 1990 — 1994
Bachelor of Science (B.S.), Computer Science and Engineering
Santander Bank, N.A. May 2015 - Present
AllianceBernstein July 2008 - May 2015
Alliance Bernstein November 2004 - July 2008
JPMorgan Chase January 2004 - November 2004
Principia Partners July 2001 - December 2003
Societe Generale 1999 - 2001
Skills
Business Intelligence, Integration, Data Warehousing, Program Management, Derivatives, Databases, Accounting, Enterprise Software, Strategy, Risk Management, SDLC, Stocks, Vendor Management, Software Documentation, Enterprise Data, Enterprise Data Modeling, Regulatory Compliance, Consulting, Project Management, Business Analysis, Management, Fixed Income, PMO, Asset Management, Equities, Governance
Education
University of California, Los Angeles 1990 — 1994
Bachelor of Science (B.S.), Computer Science and Engineering
Terence Cordner's AllianceBernstein Experience October 2007 - June 2008
Job Clearing House Settlements Specialist at Citi
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Citi December 2013 - Present
Citi August 2011 - December 2013
Citi December 2010 - August 2011
AllianceBernstein October 2007 - June 2008
AllianceBernstein August 2005 - October 2007
Skills
Derivatives
Education
State University of New York at Buffalo 2009 — 2010
M.A, Economics
University of Rochester 2001 — 2005
B.A., Economics and Psychology
Somers High School
Goldman Sachs July 2015 - Present
Citi December 2013 - Present
Citi August 2011 - December 2013
Citi December 2010 - August 2011
AllianceBernstein October 2007 - June 2008
AllianceBernstein August 2005 - October 2007
Skills
Derivatives
Education
State University of New York at Buffalo 2009 — 2010
M.A, Economics
University of Rochester 2001 — 2005
B.A., Economics and Psychology
Somers High School
Stephanie Giaramita's AllianceBernstein Experience February 2001 - July 2008
Job
Industry Marketing and Advertising
Experience
RS Investments January 2013 - Present
Guardian Life Insurance July 2009 - December 2012
Self-Employed January 2009 - July 2009
AllianceBernstein February 2001 - July 2008
Skills
Corporate Communications, Message Development, Internal Communications, Media Relations, Public Relations, Messaging, Marketing, Thought Leadership, Strategic Communications, Integrated Marketing, Crisis Management, Communication Training, Crisis Communications, Publicity, Marketing Communications, Market Research, Brand Awareness, Social Media, Program Management, Communications Planning, Creative Direction, Content Strategy, Strategy, Digital Marketing, Strategic Planning, Brand Development, Management
Education
University of Delaware
Bachelor of Arts
RS Investments January 2013 - Present
Guardian Life Insurance July 2009 - December 2012
Self-Employed January 2009 - July 2009
AllianceBernstein February 2001 - July 2008
Skills
Corporate Communications, Message Development, Internal Communications, Media Relations, Public Relations, Messaging, Marketing, Thought Leadership, Strategic Communications, Integrated Marketing, Crisis Management, Communication Training, Crisis Communications, Publicity, Marketing Communications, Market Research, Brand Awareness, Social Media, Program Management, Communications Planning, Creative Direction, Content Strategy, Strategy, Digital Marketing, Strategic Planning, Brand Development, Management
Education
University of Delaware
Bachelor of Arts
Charlie Jackman's AllianceBernstein Experience March 1999 - December 2001
Job Content Strategy, WordPress Consultant and Trainer, Online Membership and Subscriptions, Social Media Management
Industry Internet
Experience
SOFREP.com/Force12 Media April 2012 - Present
JackmanGreenleaf 2012 - Present
Military.com (Military Advantage, a Monster company) October 2005 - April 2012
Wells Fargo September 2004 - October 2005
Altera November 2003 - September 2004
Pacific Business Group on Health May 2002 - November 2003
AllianceBernstein March 1999 - December 2001
ICMS January 1996 - February 1999
Skills
WordPress, WordPress Training, Web Content Strategy, Online Membership, Social Media Management
Education
University of California, Santa Barbara 1985 — 1987
BA
SOFREP.com/Force12 Media April 2012 - Present
JackmanGreenleaf 2012 - Present
Military.com (Military Advantage, a Monster company) October 2005 - April 2012
Wells Fargo September 2004 - October 2005
Altera November 2003 - September 2004
Pacific Business Group on Health May 2002 - November 2003
AllianceBernstein March 1999 - December 2001
ICMS January 1996 - February 1999
Skills
WordPress, WordPress Training, Web Content Strategy, Online Membership, Social Media Management
Education
University of California, Santa Barbara 1985 — 1987
BA
M. Lynn Cunningham's AllianceBernstein Experience November 2001 - August 2003
Job Experienced Asset Management Professional
Industry Investment Management
Experience
Voya Investment Management (formerly ING U.S. Investment Management) February 2013 - Present
ING Investment Management January 2011 - March 2014
ING Investment Management November 2005 - January 2011
Third Avenue Management August 2004 - November 2005
Bank of New York August 2003 - August 2004
AllianceBernstein November 2001 - August 2003
Prudential Securities November 1999 - May 2001
Skills
Asset Managment, Investment Management, Investment Strategies, Separately Managed..., Wealth Management, Sales Management, Client Development, Superior Client Service, Client Liaison, Sales Presentations, Contractual Agreements, Business Development, Asset Management, Asset Allocation, Institutional, Uniform Combined State..., FINRA, Financial Services, Investment Banking, Client Services, Portfolio Management, Electronic Trading, Management, Investments, Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Securities, Relationship Management
Education
University of Hartford 1993 — 1997
BA, Politics and Government
Voya Investment Management (formerly ING U.S. Investment Management) February 2013 - Present
ING Investment Management January 2011 - March 2014
ING Investment Management November 2005 - January 2011
Third Avenue Management August 2004 - November 2005
Bank of New York August 2003 - August 2004
AllianceBernstein November 2001 - August 2003
Prudential Securities November 1999 - May 2001
Skills
Asset Managment, Investment Management, Investment Strategies, Separately Managed..., Wealth Management, Sales Management, Client Development, Superior Client Service, Client Liaison, Sales Presentations, Contractual Agreements, Business Development, Asset Management, Asset Allocation, Institutional, Uniform Combined State..., FINRA, Financial Services, Investment Banking, Client Services, Portfolio Management, Electronic Trading, Management, Investments, Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Securities, Relationship Management
Education
University of Hartford 1993 — 1997
BA, Politics and Government
Ronald Clark's AllianceBernstein Experience 2007 - 2009
Job Corporate Finance
Industry Consumer Goods
Experience
Levi Strauss & Co. May 2011 - Present
Kacela Capital 2010 - 2011
AllianceBernstein 2007 - 2009
J.P. Morgan 2004 - 2007
Credit Suisse 2000 - 2002
Skills
Growth Investing, Equity Research, Equities, Fundamental Analysis, Financial Modeling, Valuation, Financial Analysis, Investments, Thematic Research, Stock Screening, Competitive Analysis, Investor Relations, Financial Communications, Presentation Skills, Corporate Finance, Business Strategy, Strategy, M&A analysis, Due Diligence, Corporate Governance, Special Projects, Bloomberg, FactSet, Capital IQ, Research, Finance, Microsoft Excel, PowerPoint, Equity Valuation
Education
University of California, Berkeley
B.A., Economics
University of Pennsylvania - The Wharton School
MBA, Finance & Strategic Management
Levi Strauss & Co. May 2011 - Present
Kacela Capital 2010 - 2011
AllianceBernstein 2007 - 2009
J.P. Morgan 2004 - 2007
Credit Suisse 2000 - 2002
Skills
Growth Investing, Equity Research, Equities, Fundamental Analysis, Financial Modeling, Valuation, Financial Analysis, Investments, Thematic Research, Stock Screening, Competitive Analysis, Investor Relations, Financial Communications, Presentation Skills, Corporate Finance, Business Strategy, Strategy, M&A analysis, Due Diligence, Corporate Governance, Special Projects, Bloomberg, FactSet, Capital IQ, Research, Finance, Microsoft Excel, PowerPoint, Equity Valuation
Education
University of California, Berkeley
B.A., Economics
University of Pennsylvania - The Wharton School
MBA, Finance & Strategic Management
John Ceffalio's AllianceBernstein Experience June 2010 - Present
Job Municipal Credit Analyst
Industry Financial Services
Experience
AllianceBernstein June 2010 - Present
Moody's Investors Service October 2008 - June 2010
Bear Stearns February 2007 - June 2008
Fitch Ratings 2004 - 2007
State of Alaska 1998 - 2002
Skills
Public Finance, Financial Analysis, Fixed Income, Credit, Capital Markets, Financial Modeling, Bonds, Risk Management, Policy Analysis, Finance, Asset Managment, Government, Policy
Education
University of Pennsylvania 2003 — 2004
MGA, Masters of Government Administration
University of Alaska Anchorage 1992 — 1994
BA, History
AllianceBernstein June 2010 - Present
Moody's Investors Service October 2008 - June 2010
Bear Stearns February 2007 - June 2008
Fitch Ratings 2004 - 2007
State of Alaska 1998 - 2002
Skills
Public Finance, Financial Analysis, Fixed Income, Credit, Capital Markets, Financial Modeling, Bonds, Risk Management, Policy Analysis, Finance, Asset Managment, Government, Policy
Education
University of Pennsylvania 2003 — 2004
MGA, Masters of Government Administration
University of Alaska Anchorage 1992 — 1994
BA, History
Gregory Pavone's AllianceBernstein Experience December 2005 - December 2007
Job VP, Compensation & Benefits at Gartner
Industry Information Technology and Services
Experience
Gartner April 2014 - Present
Gartner August 2012 - March 2014
Deloitte Consulting April 2010 - July 2012
Bank of New York Mellon April 2008 - April 2010
AllianceBernstein December 2005 - December 2007
McCann Worldgroup November 2004 - November 2005
PricewaterhouseCoopers January 1999 - October 2004
Education
University of Connecticut 1995 — 1999
Gartner April 2014 - Present
Gartner August 2012 - March 2014
Deloitte Consulting April 2010 - July 2012
Bank of New York Mellon April 2008 - April 2010
AllianceBernstein December 2005 - December 2007
McCann Worldgroup November 2004 - November 2005
PricewaterhouseCoopers January 1999 - October 2004
Education
University of Connecticut 1995 — 1999
Eugene Smit's AllianceBernstein Experience August 2013 - Present
Job Vice President, MultiAsset Solutions at AllianceBernstein
Industry Financial Services
Experience
AB August 2015 - Present
AllianceBernstein August 2013 - Present
AllianceBernstein August 2012 - August 2013
AllianceBernstein November 2010 - August 2012
Bridgewater Learning June 2006 - November 2010
University of Cape Town June 2007 - August 2007
Liquid Thought February 2005 - June 2006
University of Cape Town January 2004 - November 2004
Skills
Digital Marketing, Business Strategy, Business Analysis, Training, Financial Services, Management, Investments, Leadership, Strategy
Education
University of Cape Town 2001 — 2004
B.Bus.Sci, Marketing
CFA Institute
Chartered Financial Analyst
AB August 2015 - Present
AllianceBernstein August 2013 - Present
AllianceBernstein August 2012 - August 2013
AllianceBernstein November 2010 - August 2012
Bridgewater Learning June 2006 - November 2010
University of Cape Town June 2007 - August 2007
Liquid Thought February 2005 - June 2006
University of Cape Town January 2004 - November 2004
Skills
Digital Marketing, Business Strategy, Business Analysis, Training, Financial Services, Management, Investments, Leadership, Strategy
Education
University of Cape Town 2001 — 2004
B.Bus.Sci, Marketing
CFA Institute
Chartered Financial Analyst
Brian Torpey's AllianceBernstein Experience June 2007 - October 2008
Job Manager, Strategy & Analysis at DigitasLBi_US
Industry Marketing and Advertising
Experience
DigitasLBi_US September 2014 - Present
The Weather Channel September 2013 - September 2014
Digitas February 2012 - September 2013
Digitas July 2010 - February 2012
Neo@Ogilvy April 2009 - July 2010
AllianceBernstein June 2007 - October 2008
Skills
Digital Media, Analytics, Forecasting, Excel, Client Interfacing, Process Improvement, Financial Analysis, Marketing Strategy, Business Objects, SAP, DoubleClick, PowerPoint, Digital Strategy, Online Advertising, Customer Acquisition..., Digital Marketing, Performance Reporting, Microsoft Excel, Marketing, Interactive Marketing, Omniture
Education
University of Dayton
B.S., Finance, Economics
DigitasLBi_US September 2014 - Present
The Weather Channel September 2013 - September 2014
Digitas February 2012 - September 2013
Digitas July 2010 - February 2012
Neo@Ogilvy April 2009 - July 2010
AllianceBernstein June 2007 - October 2008
Skills
Digital Media, Analytics, Forecasting, Excel, Client Interfacing, Process Improvement, Financial Analysis, Marketing Strategy, Business Objects, SAP, DoubleClick, PowerPoint, Digital Strategy, Online Advertising, Customer Acquisition..., Digital Marketing, Performance Reporting, Microsoft Excel, Marketing, Interactive Marketing, Omniture
Education
University of Dayton
B.S., Finance, Economics
Shanshan Wu's AllianceBernstein Experience October 2007 - Present
Job Quantitative Analyst, CFA charterholder
Industry Investment Management
Experience
AllianceBernstein October 2007 - Present
ING Clarion October 2004 - October 2007
Education
University of Connecticut 2000 — 2004
PhD, Statistics
University of Science and Technology of China 1997 — 2000
MS, Statistics
University of Science and Technology of China 1993 — 1997
BS, Electronic Engineering
AllianceBernstein October 2007 - Present
ING Clarion October 2004 - October 2007
Education
University of Connecticut 2000 — 2004
PhD, Statistics
University of Science and Technology of China 1997 — 2000
MS, Statistics
University of Science and Technology of China 1993 — 1997
BS, Electronic Engineering
Andrew D. Connor's AllianceBernstein Experience 2005 - 2006
Job Pure Storage
Industry Computer Software
Experience
Pure Storage 2015 - Present
J.P. Morgan 2014 - 2014
Piper Jaffray 2010 - 2014
Kaufman Brothers 2007 - 2010
AllianceBernstein 2005 - 2006
Booz Allen Hamilton 2004 - 2005
Skills
Series 7, Series 63, Series 87, Series 86, CFA Level II candidate, Italian, Brazilian Portuguese, Spanish, FINRA, Chartered Financial..., Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Investments, Equity Research, Capital Markets, Equities, Portfolio Management, Valuation, Equity Valuation, Management, Financial Analysis
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Managment Information Systems
Bexley High School
University of Kansas - Graduate School of Business
Pure Storage 2015 - Present
J.P. Morgan 2014 - 2014
Piper Jaffray 2010 - 2014
Kaufman Brothers 2007 - 2010
AllianceBernstein 2005 - 2006
Booz Allen Hamilton 2004 - 2005
Skills
Series 7, Series 63, Series 87, Series 86, CFA Level II candidate, Italian, Brazilian Portuguese, Spanish, FINRA, Chartered Financial..., Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Investments, Equity Research, Capital Markets, Equities, Portfolio Management, Valuation, Equity Valuation, Management, Financial Analysis
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Managment Information Systems
Bexley High School
University of Kansas - Graduate School of Business
Lesley Steer's AllianceBernstein Experience July 2005 - March 2012
Job Continuous Improvement and Program Management Professional
Industry Management Consulting
Experience
Continuous Improvement Professional March 2012 - Present
AllianceBernstein July 2005 - March 2012
Connect Consulting and Coaching December 2003 - September 2005
Bywater Consulting 1985 - 2003
Skills
Consulting, Program Management, Project Management, Process Improvement, Business Process..., Lean Transformation, Six Sigma, Coaching, Training, Workshop Facilitation, Quality Management, Quality Auditing, DMAIC, DFSS, HACCP, Performance Improvement, Performance Measurement, Performance Metrics, Business Analysis, Practice Management, Problem Solving, Presentations, Presenter, PowerPoint, Microsoft Excel, Microsoft Word, MS Project, Visio, SharePoint, Stakeholder Analysis, Voice of the Customer, Budget Process, Business Case, 5S, Leadership, Management, Business Process, Strategy, Business Process Design, Process Engineering, Change Management
Education
Bedford College
Quality Management Systems
University of Hertfordshire
Business Management
Continuous Improvement Professional March 2012 - Present
AllianceBernstein July 2005 - March 2012
Connect Consulting and Coaching December 2003 - September 2005
Bywater Consulting 1985 - 2003
Skills
Consulting, Program Management, Project Management, Process Improvement, Business Process..., Lean Transformation, Six Sigma, Coaching, Training, Workshop Facilitation, Quality Management, Quality Auditing, DMAIC, DFSS, HACCP, Performance Improvement, Performance Measurement, Performance Metrics, Business Analysis, Practice Management, Problem Solving, Presentations, Presenter, PowerPoint, Microsoft Excel, Microsoft Word, MS Project, Visio, SharePoint, Stakeholder Analysis, Voice of the Customer, Budget Process, Business Case, 5S, Leadership, Management, Business Process, Strategy, Business Process Design, Process Engineering, Change Management
Education
Bedford College
Quality Management Systems
University of Hertfordshire
Business Management
Sean Magrath's AllianceBernstein Experience 2000 - Present
Job Vice President, Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein 2000 - Present
Skills
Mutual Funds, Asset Management, Equities, Financial Markets, Derivatives, Hedge Funds, Due Diligence, Risk Management, Fixed Income, Securities, Process Improvement, Client Service, Excel, Alternative Investments, Microsoft Excel, Investment Management, Client Services, Bloomberg, Investments, Trading, Capital Markets, Asset Managment, Options
Education
University of Hartford 1996 — 2000
Bachelor of Science, Business Administration
Barney School of Business, University of Hartford
Bachelor of Science, Business Administration; Marketing Major
AllianceBernstein 2000 - Present
Skills
Mutual Funds, Asset Management, Equities, Financial Markets, Derivatives, Hedge Funds, Due Diligence, Risk Management, Fixed Income, Securities, Process Improvement, Client Service, Excel, Alternative Investments, Microsoft Excel, Investment Management, Client Services, Bloomberg, Investments, Trading, Capital Markets, Asset Managment, Options
Education
University of Hartford 1996 — 2000
Bachelor of Science, Business Administration
Barney School of Business, University of Hartford
Bachelor of Science, Business Administration; Marketing Major
W. Jason Ceglarz's AllianceBernstein Experience June 2007 - July 2010
Job Asset Management at Shorenstein Realty Services
Industry Real Estate
Experience
Shorenstein Realty Services July 2014 - Present
Deutsche Bank June 2013 - August 2013
WHV Investment Management, Inc. August 2010 - July 2012
AllianceBernstein June 2007 - July 2010
Paul Financial LLC August 2005 - April 2007
Skills
Series 7, Asset Allocation, Bloomberg, Alternative Investments, Asset Managment, Equities, Series 63, Investments, Investment Strategies, Portfolio Management, Wealth Management, Mutual Funds, Financial Modeling, Financial Analysis, Securities, Valuation, Investment Management, Asset Management
Education
University of Southern California 2012 — 2014
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Business Administration, Finance (Emphasis in Accounting)
Shorenstein Realty Services July 2014 - Present
Deutsche Bank June 2013 - August 2013
WHV Investment Management, Inc. August 2010 - July 2012
AllianceBernstein June 2007 - July 2010
Paul Financial LLC August 2005 - April 2007
Skills
Series 7, Asset Allocation, Bloomberg, Alternative Investments, Asset Managment, Equities, Series 63, Investments, Investment Strategies, Portfolio Management, Wealth Management, Mutual Funds, Financial Modeling, Financial Analysis, Securities, Valuation, Investment Management, Asset Management
Education
University of Southern California 2012 — 2014
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Business Administration, Finance (Emphasis in Accounting)
Stacey Rubin's AllianceBernstein Experience February 2012 - May 2013
Job Private Equity Analyst at Westwind Investors
Industry Financial Services
Experience
Westwind Investors June 2015 - Present
Vitamin Research Products, LLC August 2014 - May 2015
Vail Resorts May 2013 - May 2014
AllianceBernstein February 2012 - May 2013
AllianceBernstein October 2007 - February 2012
AllianceBernstein June 2005 - September 2007
Skills
Fixed Income, Management, Equities, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Corporate Finance, Capital Markets, Derivatives, Bloomberg, Asset Allocation, Financial Modeling
Education
New York University, Stern School of Business 2011 — 2014
Master of Business Administration (MBA)
University of Florida 2001 — 2005
Bachelor of Science (BS), Finance
Westwind Investors June 2015 - Present
Vitamin Research Products, LLC August 2014 - May 2015
Vail Resorts May 2013 - May 2014
AllianceBernstein February 2012 - May 2013
AllianceBernstein October 2007 - February 2012
AllianceBernstein June 2005 - September 2007
Skills
Fixed Income, Management, Equities, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Corporate Finance, Capital Markets, Derivatives, Bloomberg, Asset Allocation, Financial Modeling
Education
New York University, Stern School of Business 2011 — 2014
Master of Business Administration (MBA)
University of Florida 2001 — 2005
Bachelor of Science (BS), Finance
Shari Loria's AllianceBernstein Experience August 2005 - June 2010
Job Benefits Analyst at AllianceBernstein
Industry Human Resources
Experience
AllianceBernstein August 2005 - June 2010
Dresdner Kleinwort Wasserstein July 2002 - August 2005
Dresdner Kleinwort Wasserstein September 1999 - July 2002
Grey Advertising July 1997 - August 1999
Skills
Benefits Administration, Employee Benefits, HRIS, Human Resources, FMLA, New Hire Orientations, Management, Policy, Open Enrollment
Education
University at Buffalo 1993 — 1997
AllianceBernstein August 2005 - June 2010
Dresdner Kleinwort Wasserstein July 2002 - August 2005
Dresdner Kleinwort Wasserstein September 1999 - July 2002
Grey Advertising July 1997 - August 1999
Skills
Benefits Administration, Employee Benefits, HRIS, Human Resources, FMLA, New Hire Orientations, Management, Policy, Open Enrollment
Education
University at Buffalo 1993 — 1997
Matthew Matarese, CIA's AllianceBernstein Experience August 2004 - May 2005
Job Director, Internal Audit at Peoples United Bank
Industry Financial Services
Experience
People's United Bank January 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers May 2005 - September 2008
AllianceBernstein August 2004 - May 2005
Citi Group January 2004 - May 2004
Skills
Sarbanes-Oxley Act, Risk Management, Auditing, Enterprise Risk..., Internal Audit, Operational Risk, Hedge Funds, Capital Markets, AML, IT Audit, Corporate Finance, Financial Analysis, Investment Banking, Internal Controls, Operational Risk..., Banking, Finance
Education
The University of Connecticut 2000 — 2004
BA, Economics
People's United Bank January 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers May 2005 - September 2008
AllianceBernstein August 2004 - May 2005
Citi Group January 2004 - May 2004
Skills
Sarbanes-Oxley Act, Risk Management, Auditing, Enterprise Risk..., Internal Audit, Operational Risk, Hedge Funds, Capital Markets, AML, IT Audit, Corporate Finance, Financial Analysis, Investment Banking, Internal Controls, Operational Risk..., Banking, Finance
Education
The University of Connecticut 2000 — 2004
BA, Economics
Aaron Deedon's AllianceBernstein Experience April 2006 - Present
Job Regional Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein April 2006 - Present
Merrill Lynch April 2000 - April 2006
AIG SunAmerica 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
AllianceBernstein April 2006 - Present
Merrill Lynch April 2000 - April 2006
AIG SunAmerica 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
John Lanza's AllianceBernstein Experience 2010 - 2012
Job Associate Director Global Sales Operation at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ January 2012 - Present
AllianceBernstein 2010 - 2012
Horizon Partners 2006 - 2012
Gen Re 2006 - 2009
Pirate Capital LLC 2006 - 2006
Citigroup Asset Management 2002 - 2006
Alexander Reinsurance Intermediaries 1995 - 1997
Cushman & Wakefield 1992 - 1995
Skills
Hedge Funds, Alternative Investments, Marketing Strategy, Asset Management, Marketing, Finance, Trading Systems, Start-ups, Mutual Funds, Fixed Income, Equities, Investments, Mergers & Acquisitions, Asset Managment, Financial Services, Market Research
Education
University of Connecticut 1988 — 1992
S&P Capital IQ January 2012 - Present
AllianceBernstein 2010 - 2012
Horizon Partners 2006 - 2012
Gen Re 2006 - 2009
Pirate Capital LLC 2006 - 2006
Citigroup Asset Management 2002 - 2006
Alexander Reinsurance Intermediaries 1995 - 1997
Cushman & Wakefield 1992 - 1995
Skills
Hedge Funds, Alternative Investments, Marketing Strategy, Asset Management, Marketing, Finance, Trading Systems, Start-ups, Mutual Funds, Fixed Income, Equities, Investments, Mergers & Acquisitions, Asset Managment, Financial Services, Market Research
Education
University of Connecticut 1988 — 1992
Seth E Sukoff, CFA's AllianceBernstein Experience December 2010 - November 2012
Job Associate Analyst at John W. Bristol
Industry Financial Services
Experience
John W. Bristol November 2012 - Present
AllianceBernstein December 2010 - November 2012
AllianceBernstein March 2008 - December 2010
BlackRock July 2007 - March 2008
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Series 7
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
B.S., Finance and Economics
John W. Bristol November 2012 - Present
AllianceBernstein December 2010 - November 2012
AllianceBernstein March 2008 - December 2010
BlackRock July 2007 - March 2008
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Series 7
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
B.S., Finance and Economics
Scott H Howe, CAIA's AllianceBernstein Experience January 2007 - Present
Job Vice President, Director Client Relations
Industry Financial Services
Experience
AllianceBernstein January 2007 - Present
AllianceBernstein August 2003 - December 2006
Bernstein Investment Research and Management August 2000 - July 2003
Bernstein Investment Research and Management April 1996 - July 2000
Cantor Fitzgerald June 1995 - April 1996
Principal Financial Group December 1994 - May 1995
Fidelity Investments July 1993 - November 1994
Skills
Asset Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, Investment Management, Investments, Asset Allocation, Portfolio Management, Series 63
Education
University of Florida 1988 — 1993
Bachelor of Science (BS), Economics
Niceville High School 1985 — 1988
AllianceBernstein January 2007 - Present
AllianceBernstein August 2003 - December 2006
Bernstein Investment Research and Management August 2000 - July 2003
Bernstein Investment Research and Management April 1996 - July 2000
Cantor Fitzgerald June 1995 - April 1996
Principal Financial Group December 1994 - May 1995
Fidelity Investments July 1993 - November 1994
Skills
Asset Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, Investment Management, Investments, Asset Allocation, Portfolio Management, Series 63
Education
University of Florida 1988 — 1993
Bachelor of Science (BS), Economics
Niceville High School 1985 — 1988
Michael Grand, CIMA®'s AllianceBernstein Experience May 2007 - November 2008
Job Regional Manager Internal Sales at PIMCO
Industry Financial Services
Experience
PIMCO March 2015 - Present
PIMCO November 2010 - February 2015
Allianz Global Investors November 2010 - January 2011
CastleBrook Partners January 2009 - November 2010
AllianceBernstein May 2007 - November 2008
JPMorgan Chase October 2005 - May 2007
Skills
Mutual Funds, Investments, Asset Managment, Series 7, Equities, Portfolio Management, Wealth Management, Securities, Fixed Income, Series 63, Alternative Investments, Financial Services, Relationship Management, FINRA, Risk Management, Sales, Derivatives, 401k, Investment Strategies, Retirement, Separately Managed..., Asset Allocation, Hedge Funds, Asset Management, ETFs, Finance, Financial Advisory, Investment Advisory, Strengthening Client..., Client Facing Skills, Cross Selling, Fixed Income Strategies, Securities Market, Alternative Investment..., Sales Presentations, Interest Rate Hedging, Sales Process
Education
Chartered Alternative Investment Analyst Association® 2014 — 2015
Level II candidate in the CAIA program
University of Pennsylvania- The Wharton School 2013 — 2013
Certified Investment Management Analyst® (CIMA®) Certification, Finance
University at Buffalo 2002 — 2005
BA, Communication, Advertising/Marketing
PIMCO March 2015 - Present
PIMCO November 2010 - February 2015
Allianz Global Investors November 2010 - January 2011
CastleBrook Partners January 2009 - November 2010
AllianceBernstein May 2007 - November 2008
JPMorgan Chase October 2005 - May 2007
Skills
Mutual Funds, Investments, Asset Managment, Series 7, Equities, Portfolio Management, Wealth Management, Securities, Fixed Income, Series 63, Alternative Investments, Financial Services, Relationship Management, FINRA, Risk Management, Sales, Derivatives, 401k, Investment Strategies, Retirement, Separately Managed..., Asset Allocation, Hedge Funds, Asset Management, ETFs, Finance, Financial Advisory, Investment Advisory, Strengthening Client..., Client Facing Skills, Cross Selling, Fixed Income Strategies, Securities Market, Alternative Investment..., Sales Presentations, Interest Rate Hedging, Sales Process
Education
Chartered Alternative Investment Analyst Association® 2014 — 2015
Level II candidate in the CAIA program
University of Pennsylvania- The Wharton School 2013 — 2013
Certified Investment Management Analyst® (CIMA®) Certification, Finance
University at Buffalo 2002 — 2005
BA, Communication, Advertising/Marketing
Christopher A. Salcedo's AllianceBernstein Experience March 2013 - Present
Job Associate Portfolio Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein March 2013 - Present
UBS AG October 2010 - March 2013
Vision Financial Markets LLC January 2008 - October 2010
Education
The University of Connecticut
Economics & Political Science
AllianceBernstein March 2013 - Present
UBS AG October 2010 - March 2013
Vision Financial Markets LLC January 2008 - October 2010
Education
The University of Connecticut
Economics & Political Science
Robyn Keegan's AllianceBernstein Experience March 2004 - Present
Job Business Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein March 2004 - Present
Education
University of Georgia - Terry College of Business 1998 — 2002
AllianceBernstein March 2004 - Present
Education
University of Georgia - Terry College of Business 1998 — 2002
Jared Piché's AllianceBernstein Experience January 2006 - Present
Job Director, West Division at AB
Industry Financial Services
Experience
AllianceBernstein January 2006 - Present
Merrill Lynch July 2004 - December 2005
Lenox Advisors April 2003 - June 2004
Axiom Capital Management December 2000 - February 2003
Skills
Mutual Funds, Fixed Income, Equities, Management, Investments, Portfolio Management, Asset Management, Series 7, Alternative Investments, Series 63, Wealth Management, Finance, Hedge Funds, Asset Allocation, Financial Analysis, Securities, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 1996 — 2000
Bachelor of Science, Finance
AllianceBernstein January 2006 - Present
Merrill Lynch July 2004 - December 2005
Lenox Advisors April 2003 - June 2004
Axiom Capital Management December 2000 - February 2003
Skills
Mutual Funds, Fixed Income, Equities, Management, Investments, Portfolio Management, Asset Management, Series 7, Alternative Investments, Series 63, Wealth Management, Finance, Hedge Funds, Asset Allocation, Financial Analysis, Securities, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 1996 — 2000
Bachelor of Science, Finance
Shyamal Shah's AllianceBernstein Experience May 2015 - Present
Job Web Developer / Front End developer
Industry Computer Software
Experience
AllianceBernstein May 2015 - Present
Anagh Technology Inc May 2014 - April 2015
Plenty NYC March 2011 - April 2014
ESENTALL January 2010 - February 2011
GMI August 2007 - December 2007
SNL FINANCIAL (INDIA) PVT.LTD March 2007 - June 2007
ABBACUS TECHNOLOGIES PVT.LTD August 2005 - March 2007
Skills
HTML, CSS, JavaScript, User Interface Design, Dreamweaver, User Experience, CSS2, Cross-browser..., PHP, Paypal Integration, Social Media Integration, jQuery, AJAX, JSON, CSS3, HTML5, Front-end, C#, HTML 5, SEO, XML, XHTML, Web Applications, Facebook API
Education
University of Bridgeport 2008 — 2010
Master's degree, Computer Science
USA
Master of Computer Science
ORACLE UNIVERSITY
Bachelor of Information Technology; CA; Certified Associate
SPCE
AllianceBernstein May 2015 - Present
Anagh Technology Inc May 2014 - April 2015
Plenty NYC March 2011 - April 2014
ESENTALL January 2010 - February 2011
GMI August 2007 - December 2007
SNL FINANCIAL (INDIA) PVT.LTD March 2007 - June 2007
ABBACUS TECHNOLOGIES PVT.LTD August 2005 - March 2007
Skills
HTML, CSS, JavaScript, User Interface Design, Dreamweaver, User Experience, CSS2, Cross-browser..., PHP, Paypal Integration, Social Media Integration, jQuery, AJAX, JSON, CSS3, HTML5, Front-end, C#, HTML 5, SEO, XML, XHTML, Web Applications, Facebook API
Education
University of Bridgeport 2008 — 2010
Master's degree, Computer Science
USA
Master of Computer Science
ORACLE UNIVERSITY
Bachelor of Information Technology; CA; Certified Associate
SPCE
Arnab Nilim's AllianceBernstein Experience March 2012 - Present
Job Portfolio Manager, Currency Strategies (AllianceBernstein)
Industry Investment Management
Experience
AllianceBernstein March 2012 - Present
Citigroup January 2005 - February 2012
University of California, Berkeley 1998 - 2004
Skills
Fixed Income, Derivatives, Trading, Econometrics, Credit Derivatives, Data Analysis, Portfolio Management, Bloomberg, Emerging Markets, Risk Management, Statistics, Matlab, Alternative Investments, Hedge Funds, Options, Quantitative Research, Asset Managment, FX trading, Global Macro, FX Options, Interest Rate..., Asset Management, Capital Markets, Equities, Investment Banking
Education
University of California, Berkeley
PhD, EE (Stochastic Controls/Optimization)
AllianceBernstein March 2012 - Present
Citigroup January 2005 - February 2012
University of California, Berkeley 1998 - 2004
Skills
Fixed Income, Derivatives, Trading, Econometrics, Credit Derivatives, Data Analysis, Portfolio Management, Bloomberg, Emerging Markets, Risk Management, Statistics, Matlab, Alternative Investments, Hedge Funds, Options, Quantitative Research, Asset Managment, FX trading, Global Macro, FX Options, Interest Rate..., Asset Management, Capital Markets, Equities, Investment Banking
Education
University of California, Berkeley
PhD, EE (Stochastic Controls/Optimization)
Peter Eliot's AllianceBernstein Experience November 2011 - Present
Job SVP/Director, MultiAsset Solutions at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein November 2011 - Present
AllianceBernstein October 2000 - November 2011
Sanford C. Bernstein and Company June 1995 - October 2000
Skills
Portfolio Optimization, Hedge Funds, Alternative Investments, Investment Strategies, Asset Allocation, Endowments, Fixed Income
Education
SUNY at Buffalo 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
AllianceBernstein November 2011 - Present
AllianceBernstein October 2000 - November 2011
Sanford C. Bernstein and Company June 1995 - October 2000
Skills
Portfolio Optimization, Hedge Funds, Alternative Investments, Investment Strategies, Asset Allocation, Endowments, Fixed Income
Education
SUNY at Buffalo 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Erik Turenchalk's AllianceBernstein Experience February 2010 - Present
Job SVP Research Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein February 2010 - Present
AllianceBernstein LP August 2007 - January 2010
AllianceBernstein May 1999 - July 2007
Pratt & Whitney 1996 - 1999
IBM Credit Corp. January 1994 - August 1994
Skills
Hedge Funds, Equities, Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Investment Strategies, Investments, Industry Analysis, Mutual Funds, Financial Modeling, Equity Valuation, Equity Research, Investment Management
Education
The University of Connecticut 1991 — 1995
BS Business Administration, Finance
AllianceBernstein February 2010 - Present
AllianceBernstein LP August 2007 - January 2010
AllianceBernstein May 1999 - July 2007
Pratt & Whitney 1996 - 1999
IBM Credit Corp. January 1994 - August 1994
Skills
Hedge Funds, Equities, Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Investment Strategies, Investments, Industry Analysis, Mutual Funds, Financial Modeling, Equity Valuation, Equity Research, Investment Management
Education
The University of Connecticut 1991 — 1995
BS Business Administration, Finance
Adam Weiner's AllianceBernstein Experience June 2004 - June 2006
Job
Industry Financial Services
Experience
AQR Capital Management June 2013 - Present
UBS Investment Bank May 2011 - June 2013
Royal Bank of Scotland September 2009 - April 2011
Keel Point LLC May 2008 - December 2008
Citi July 2006 - August 2007
AllianceBernstein June 2004 - June 2006
Skills
Bloomberg, Derivatives, Financial Modeling, Fixed Income, Hedge Funds, Interest Rate..., Trading, Equity Derivatives, Valuation, Financial Risk, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA, Finance, General
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MS, Finance
University of Notre Dame 2000 — 2004
Bachelor of Science, Science-Business
AQR Capital Management June 2013 - Present
UBS Investment Bank May 2011 - June 2013
Royal Bank of Scotland September 2009 - April 2011
Keel Point LLC May 2008 - December 2008
Citi July 2006 - August 2007
AllianceBernstein June 2004 - June 2006
Skills
Bloomberg, Derivatives, Financial Modeling, Fixed Income, Hedge Funds, Interest Rate..., Trading, Equity Derivatives, Valuation, Financial Risk, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA, Finance, General
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MS, Finance
University of Notre Dame 2000 — 2004
Bachelor of Science, Science-Business
Kylie Pearson's AllianceBernstein Experience June 2005 - July 2006
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2007 - Present
Northwestern Mutual 2006 - 2007
AllianceBernstein June 2005 - July 2006
Education
University of Iowa 2000 — 2002
Morgan Stanley Smith Barney January 2007 - Present
Northwestern Mutual 2006 - 2007
AllianceBernstein June 2005 - July 2006
Education
University of Iowa 2000 — 2002
Meghann McLaughlin Dockum's AllianceBernstein Experience November 2002 - November 2008
Job Insurance Broker
Industry Insurance
Experience
Gerard B. Tracy Associates May 2009 - Present
AllianceBernstein November 2002 - November 2008
Education
University of Denver 1997 — 2002
Marketing and Communications
Gerard B. Tracy Associates May 2009 - Present
AllianceBernstein November 2002 - November 2008
Education
University of Denver 1997 — 2002
Marketing and Communications
Steve Futoran's AllianceBernstein Experience 2007 - 2008
Job Regional Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2008 - Present
AllianceBernstein 2007 - 2008
MFS Investment Management 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Series 63, Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Series 66
Education
University of Hartford 1988 — 1992
Bachelor of Arts, Political Science
Wells Fargo February 2008 - Present
AllianceBernstein 2007 - 2008
MFS Investment Management 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Series 63, Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Series 66
Education
University of Hartford 1988 — 1992
Bachelor of Arts, Political Science
Ramachandran Venugopal's AllianceBernstein Experience 2002 - 2004
Job Solutions Architect & Manager Data Management at Vonage, CE Lecturer at Hofstra University
Industry Telecommunications
Experience
Citi August 2011 - November 2012
Morgan Stanley June 2010 - August 2011
The Hibbert Group December 2008 - June 2010
Nuware Technology November 2002 - November 2008
Group Health Inc. 2006 - 2008
Credit Suisse 2004 - 2006
AllianceBernstein 2002 - 2004
Verizon Wireless 2001 - 2002
Nucleus Software Solutions Pte. Ltd. 2000 - 2000
M Tech India Pvt. Lt. 1998 - 2000
Skills
Data Modeling, Data Architecture, SDLC, Informatica, Master Data Management, ETL, Erwin, Data Warehouse..., Business Intelligence, Enterprise Architecture, Data Warehousing, Architecture, Cognos, Databases, Integration, Enterprise Software, Solution Architecture, Data Governance, Business Intelligence..., Business Requirements, Data Integration, Oracle, Requirements Gathering, Performance Tuning, Database Design, Sybase, PL/SQL, Requirements Analysis, SOA, Business Objects, Software Project..., Data Migration, DB2, Data Quality, Unix Shell Scripting, IT Strategy, Teradata, Web Applications, OLAP, Unix, Systems Analysis, Architectures
Education
University of Madras 1993 — 1997
B.E., Mechanical Engineering
Citi August 2011 - November 2012
Morgan Stanley June 2010 - August 2011
The Hibbert Group December 2008 - June 2010
Nuware Technology November 2002 - November 2008
Group Health Inc. 2006 - 2008
Credit Suisse 2004 - 2006
AllianceBernstein 2002 - 2004
Verizon Wireless 2001 - 2002
Nucleus Software Solutions Pte. Ltd. 2000 - 2000
M Tech India Pvt. Lt. 1998 - 2000
Skills
Data Modeling, Data Architecture, SDLC, Informatica, Master Data Management, ETL, Erwin, Data Warehouse..., Business Intelligence, Enterprise Architecture, Data Warehousing, Architecture, Cognos, Databases, Integration, Enterprise Software, Solution Architecture, Data Governance, Business Intelligence..., Business Requirements, Data Integration, Oracle, Requirements Gathering, Performance Tuning, Database Design, Sybase, PL/SQL, Requirements Analysis, SOA, Business Objects, Software Project..., Data Migration, DB2, Data Quality, Unix Shell Scripting, IT Strategy, Teradata, Web Applications, OLAP, Unix, Systems Analysis, Architectures
Education
University of Madras 1993 — 1997
B.E., Mechanical Engineering
Jeff Bennett, CFA's AllianceBernstein Experience July 2011 - Present
Job Managing Director at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 2011 - Present
Fischer & Co April 2008 - June 2011
Summit Private Investments September 2005 - April 2008
Princeton Brand Econometrics June 2003 - September 2005
Goldman Sachs Asset Management June 2002 - August 2002
Space Systems Loral 1999 - 2001
SAIC 1998 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Portfolio Management, Investments, Private Equity, Asset Management, Fixed Income, Mutual Funds, Equity Research, Asset Allocation
Education
The University of Chicago 2001 — 2003
MBA, Analytical Finance, Econometrics
University of California, Los Angeles 1994 — 1998
B.S., Chemical Engineering
AllianceBernstein July 2011 - Present
Fischer & Co April 2008 - June 2011
Summit Private Investments September 2005 - April 2008
Princeton Brand Econometrics June 2003 - September 2005
Goldman Sachs Asset Management June 2002 - August 2002
Space Systems Loral 1999 - 2001
SAIC 1998 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Portfolio Management, Investments, Private Equity, Asset Management, Fixed Income, Mutual Funds, Equity Research, Asset Allocation
Education
The University of Chicago 2001 — 2003
MBA, Analytical Finance, Econometrics
University of California, Los Angeles 1994 — 1998
B.S., Chemical Engineering
Joanna Evans's AllianceBernstein Experience September 2012 - June 2015
Job Client Service Manager at Sequoia Consulting Group
Industry Insurance
Experience
Sequoia Consulting Group - www.Sequoia.com September 2015 - Present
AllianceBernstein September 2012 - June 2015
AllianceBernstein August 2010 - August 2012
AllianceBernstein June 2009 - July 2010
Metropolitan West Asset Management July 2007 - April 2009
Community Service Officers- UCPD June 2006 - June 2007
Signature Fruits, LLC June 2004 - September 2004
Skills
Equities, Asset Management, Outlook, Investments, Asset Managment, Hedge Funds, Alternative Investments, Team Leadership, Recruiting, Client Services, Project Management, Interviews
Education
University of California, Los Angeles 2014 — 2015
CFP Education Requirements
University of California, Los Angeles 2003 — 2007
B.A., Psychology, Spanish, Cum Laude
Sequoia Consulting Group - www.Sequoia.com September 2015 - Present
AllianceBernstein September 2012 - June 2015
AllianceBernstein August 2010 - August 2012
AllianceBernstein June 2009 - July 2010
Metropolitan West Asset Management July 2007 - April 2009
Community Service Officers- UCPD June 2006 - June 2007
Signature Fruits, LLC June 2004 - September 2004
Skills
Equities, Asset Management, Outlook, Investments, Asset Managment, Hedge Funds, Alternative Investments, Team Leadership, Recruiting, Client Services, Project Management, Interviews
Education
University of California, Los Angeles 2014 — 2015
CFP Education Requirements
University of California, Los Angeles 2003 — 2007
B.A., Psychology, Spanish, Cum Laude
Daniel Dean's AllianceBernstein Experience April 2008 - September 2010
Job Executive DirectorHead of Retirement Business Directors and DC Internal Sales
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2013 - Present
J.P. Morgan Asset Management September 2010 - February 2013
AllianceBernstein April 2008 - September 2010
AllianceBernstein September 2004 - April 2008
Seligman Data Corp January 2001 - August 2004
Seligman Data Corp May 2000 - January 2001
Seligman Data Corp February 1999 - May 2000
The Copeland Companies (CitiStreet/ING) February 1998 - February 1999
Education
University of Delaware 1993 — 1997
BA, Sociology
J.P. Morgan Asset Management February 2013 - Present
J.P. Morgan Asset Management September 2010 - February 2013
AllianceBernstein April 2008 - September 2010
AllianceBernstein September 2004 - April 2008
Seligman Data Corp January 2001 - August 2004
Seligman Data Corp May 2000 - January 2001
Seligman Data Corp February 1999 - May 2000
The Copeland Companies (CitiStreet/ING) February 1998 - February 1999
Education
University of Delaware 1993 — 1997
BA, Sociology
Sean Sokolowski's AllianceBernstein Experience July 2006 - January 2014
Job Investment Counselor at Roosevelt Investments
Industry Investment Management
Experience
The Roosevelt Investment Group January 2014 - Present
AllianceBernstein July 2006 - January 2014
Skills
Asset Allocation, Series 7, Mutual Funds, Separately Managed..., Asset Management, Investment Strategies, Investments, Asset Managment, Morningstar Direct, Capital Markets, 529 Plans, Zephyr Style Advisor
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor Of Science, Finance
The Roosevelt Investment Group January 2014 - Present
AllianceBernstein July 2006 - January 2014
Skills
Asset Allocation, Series 7, Mutual Funds, Separately Managed..., Asset Management, Investment Strategies, Investments, Asset Managment, Morningstar Direct, Capital Markets, 529 Plans, Zephyr Style Advisor
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor Of Science, Finance
Laura Rupsis's AllianceBernstein Experience 2007 - March 2015
Job Licensed Health Coach and CrossFit Trainer
Industry Health, Wellness and Fitness
Experience
Revolution Health Coach and Absolution Crossfit March 2015 - Present
Alliance Bernstein 2007 - Present
AllianceBernstein 2007 - March 2015
PLANCO/Hartford 2005 - 2007
Van Kampen Investments 1999 - 2005
Skills
Mutual Funds, Sales Presentations, Investments, Series 7, Sales, Series 63, New Business Development, Sales Management, Investment Advisory, Selling, Building Relationships, Wholesaling, Consultative Selling, Group Presentations, Customer Presentations, Territory Planning, Nutrition, Nutritional Counseling, Nutrition Education, Sports Nutrition, Lifestyle Coaching, Healthy Lifestyle, paleo diet, CrossFit, functional fitness
Education
University of Delaware 1989 — 1993
Bachelor of Science (BS), Education
University of Delaware 1989 — 1993
BS, Elementary Education
Institute of Integrative Nutrition
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
Revolution Health Coach and Absolution Crossfit March 2015 - Present
Alliance Bernstein 2007 - Present
AllianceBernstein 2007 - March 2015
PLANCO/Hartford 2005 - 2007
Van Kampen Investments 1999 - 2005
Skills
Mutual Funds, Sales Presentations, Investments, Series 7, Sales, Series 63, New Business Development, Sales Management, Investment Advisory, Selling, Building Relationships, Wholesaling, Consultative Selling, Group Presentations, Customer Presentations, Territory Planning, Nutrition, Nutritional Counseling, Nutrition Education, Sports Nutrition, Lifestyle Coaching, Healthy Lifestyle, paleo diet, CrossFit, functional fitness
Education
University of Delaware 1989 — 1993
Bachelor of Science (BS), Education
University of Delaware 1989 — 1993
BS, Elementary Education
Institute of Integrative Nutrition
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
Paul Schuneman's AllianceBernstein Experience June 2007 - July 2009
Job Consultant (Project Manager/BSA) at Abbvie
Industry Computer Software
Experience
Abbvie January 2013 - Present
Abbott Laboratories March 2010 - December 2012
AllianceBernstein June 2007 - July 2009
Intacct 2005 - 2006
Shupe Consulting / Right Solutions, Inc. 1998 - 2005
Price Waterhouse Coopers 1996 - 1998
Schuneman Consulting 1988 - 1996
Skills
Business Analysis, Software Project..., Microsoft Office, SQL, Financial Analysis, Financial Reporting, ERP Software, SharePoint, Project Management, SAP, Requirements Analysis, Business Intelligence
Education
University of Illinois at Urbana-Champaign - College of Business 1974 — 1977
Bachelors, Accounting
Abbvie January 2013 - Present
Abbott Laboratories March 2010 - December 2012
AllianceBernstein June 2007 - July 2009
Intacct 2005 - 2006
Shupe Consulting / Right Solutions, Inc. 1998 - 2005
Price Waterhouse Coopers 1996 - 1998
Schuneman Consulting 1988 - 1996
Skills
Business Analysis, Software Project..., Microsoft Office, SQL, Financial Analysis, Financial Reporting, ERP Software, SharePoint, Project Management, SAP, Requirements Analysis, Business Intelligence
Education
University of Illinois at Urbana-Champaign - College of Business 1974 — 1977
Bachelors, Accounting
Cari DeRose's AllianceBernstein Experience July 2006 - March 2015
Job AVP at AllianceBernstein
Industry Financial Services
Experience
AB March 2015 - Present
AllianceBernstein July 2006 - March 2015
The Vanguard Group July 2004 - June 2006
Skills
CISA, Access Lists, Internal Audit, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, SAS70, Risk Management, Risk Assessment, Operational Risk, Internal Controls, Financial Risk, Business Continuity, Auditing, Business Analysis, Enterprise Risk..., Operational Risk..., Financial Analysis
Education
University of Delaware 1999 — 2004
BS
AB March 2015 - Present
AllianceBernstein July 2006 - March 2015
The Vanguard Group July 2004 - June 2006
Skills
CISA, Access Lists, Internal Audit, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, SAS70, Risk Management, Risk Assessment, Operational Risk, Internal Controls, Financial Risk, Business Continuity, Auditing, Business Analysis, Enterprise Risk..., Operational Risk..., Financial Analysis
Education
University of Delaware 1999 — 2004
BS
Sarah Pader Brooks's AllianceBernstein Experience July 2014 - Present
Job Manager, Institutional Investments at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein July 2014 - Present
AllianceBernstein June 2010 - June 2014
Mercer Investment Consulting July 2008 - June 2010
UBS Wealth Management August 2007 - May 2008
Skills
Investments, Asset Management, Asset Managment
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Finance
University of New South Wales 2007 — 2007
Business, Semester Abroad
AllianceBernstein July 2014 - Present
AllianceBernstein June 2010 - June 2014
Mercer Investment Consulting July 2008 - June 2010
UBS Wealth Management August 2007 - May 2008
Skills
Investments, Asset Management, Asset Managment
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Finance
University of New South Wales 2007 — 2007
Business, Semester Abroad
Jill Scarcia's AllianceBernstein Experience January 2010 - September 2011
Job Recruiter IHC Program at BNP Paribas
Industry Human Resources
Experience
BNP Paribas January 2015 - Present
JPMorgan Chase September 2013 - April 2014
AIG September 2011 - September 2013
AllianceBernstein January 2010 - September 2011
The City of New York September 2009 - December 2009
Citi August 2008 - April 2009
Citi February 2005 - January 2008
Skills
Talent Acquisition, Full-life Cycle..., Hiring, Interviewing Skills, Vendor Management, Diversity & Inclusion, Taleo, PeopleSoft, SAP HR, Process Improvement, Temporary Staffing, New Hire Orientations, Customer Service, Consulting
Education
University of California, Berkeley
Bachelors, U.S./Russian History
BNP Paribas January 2015 - Present
JPMorgan Chase September 2013 - April 2014
AIG September 2011 - September 2013
AllianceBernstein January 2010 - September 2011
The City of New York September 2009 - December 2009
Citi August 2008 - April 2009
Citi February 2005 - January 2008
Skills
Talent Acquisition, Full-life Cycle..., Hiring, Interviewing Skills, Vendor Management, Diversity & Inclusion, Taleo, PeopleSoft, SAP HR, Process Improvement, Temporary Staffing, New Hire Orientations, Customer Service, Consulting
Education
University of California, Berkeley
Bachelors, U.S./Russian History
Evan Katzin's AllianceBernstein Experience June 2014 - Present
Job Real Estate Private Equity at AllianceBernstein
Industry Real Estate
Experience
AllianceBernstein June 2014 - Present
Goldman Sachs November 2012 - May 2014
LNR Property Corporation July 2010 - November 2012
Education
University of Florida - Warrington College Of Business 2006 — 2010
Bachelor of Science, Finance
AllianceBernstein June 2014 - Present
Goldman Sachs November 2012 - May 2014
LNR Property Corporation July 2010 - November 2012
Education
University of Florida - Warrington College Of Business 2006 — 2010
Bachelor of Science, Finance
Bob Barth's AllianceBernstein Experience August 2003 - Present
Job Client Services Manager at AllianceBernstein
Industry Information Technology and Services
Experience
AllianceBernstein August 2003 - Present
Alliance Capital March 1998 - August 2003
Microbank Software October 1995 - March 1998
Microbank Software September 1993 - 1995
Insci Corporation May 1991 - August 1993
Skills
Requirements Analysis, Disaster Recovery, Troubleshooting, Business Analysis, IT Strategy, Team Building, VMware, ITIL, Data Center, Systems Analysis, IT Management, Software Documentation, Active Directory, SharePoint, IT Service Management, Enterprise Architecture, Strategy, Vendor Management, SDLC
Education
University of Hartford 1986 — 1990
Marketing
AllianceBernstein August 2003 - Present
Alliance Capital March 1998 - August 2003
Microbank Software October 1995 - March 1998
Microbank Software September 1993 - 1995
Insci Corporation May 1991 - August 1993
Skills
Requirements Analysis, Disaster Recovery, Troubleshooting, Business Analysis, IT Strategy, Team Building, VMware, ITIL, Data Center, Systems Analysis, IT Management, Software Documentation, Active Directory, SharePoint, IT Service Management, Enterprise Architecture, Strategy, Vendor Management, SDLC
Education
University of Hartford 1986 — 1990
Marketing
Brian Brugman's AllianceBernstein Experience June 2007 - Present
Job Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2007 - Present
Education
University of California, Los Angeles 2002 — 2007
PhD, Physics
University of California, Riverside 1998 — 2002
BS, Physics and Applied Mathematics
AllianceBernstein June 2007 - Present
Education
University of California, Los Angeles 2002 — 2007
PhD, Physics
University of California, Riverside 1998 — 2002
BS, Physics and Applied Mathematics
Patrick Canavan's AllianceBernstein Experience June 2006 - August 2009
Job Portfolio Analyst at Colonial Consulting
Industry Financial Services
Experience
Colonial Consulting August 2009 - Present
AllianceBernstein June 2006 - August 2009
Skills
Alternative Investments, Financial Analysis, Fixed Income, Hedge Funds, Mutual Funds
Education
University of Connecticut 2001 — 2006
BS, Risk Management - Finance
Colonial Consulting August 2009 - Present
AllianceBernstein June 2006 - August 2009
Skills
Alternative Investments, Financial Analysis, Fixed Income, Hedge Funds, Mutual Funds
Education
University of Connecticut 2001 — 2006
BS, Risk Management - Finance
Bryan Pacana's AllianceBernstein Experience October 2012 - Present
Job External Wholesaler at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2012 - Present
AllianceBernstein September 2010 - September 2012
Rx7 Boutique June 2007 - September 2010
Bank of America May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Series 63, Series 7
Education
University of Florida 2006 — 2010
Bachelor of Science (BS), Finance, General, 3.72
AllianceBernstein October 2012 - Present
AllianceBernstein September 2010 - September 2012
Rx7 Boutique June 2007 - September 2010
Bank of America May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Series 63, Series 7
Education
University of Florida 2006 — 2010
Bachelor of Science (BS), Finance, General, 3.72
Justin Hook, CFA's AllianceBernstein Experience March 2013 - Present
Job Assistant Vice President at AllianceBernstein
Industry Financial Services
Experience
AB May 2015 - Present
AllianceBernstein March 2013 - Present
Bloomberg April 2010 - March 2013
GMAC Commercial Finance August 2008 - April 2010
Education
University at Buffalo 2004 — 2008
AB May 2015 - Present
AllianceBernstein March 2013 - Present
Bloomberg April 2010 - March 2013
GMAC Commercial Finance August 2008 - April 2010
Education
University at Buffalo 2004 — 2008
Mark Kniesche's AllianceBernstein Experience July 2007 - October 2013
Job Institutional Relationship Manager Asset Management Business Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
AllianceBernstein July 2007 - October 2013
Credit Suisse Securities USA LLC July 2005 - July 2007
Skills
Series 7, Series 63, Series 31, Direct Sales, Client Development, Client Relationship..., Marketing Strategy, Financial Planning, Strategic Financial..., CRM, Asset Management, Finance, Fixed Income
Education
University of Colorado at Boulder 2000 — 2004
Leeds School of Business-Finance
TIAA-CREF October 2013 - Present
AllianceBernstein July 2007 - October 2013
Credit Suisse Securities USA LLC July 2005 - July 2007
Skills
Series 7, Series 63, Series 31, Direct Sales, Client Development, Client Relationship..., Marketing Strategy, Financial Planning, Strategic Financial..., CRM, Asset Management, Finance, Fixed Income
Education
University of Colorado at Boulder 2000 — 2004
Leeds School of Business-Finance
Tim Gately's AllianceBernstein Experience October 2010 - August 2013
Job Account Executive at Vidyo
Industry Information Technology and Services
Experience
Vidyo August 2013 - Present
AllianceBernstein October 2010 - August 2013
Ernst & Young September 2007 - July 2010
University of California Education Abroad Program September 2006 - June 2007
Skills
Financial Analysis, Portfolio Management, Asset Management, Financial Reporting, Investments, Corporate Finance, Risk Management, Accounting, Financial Services, Financial Risk, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls, Data Analysis, Microsoft Office, Valuation, Video Conferencing, Video Codec, Sales
Education
University of California, Santa Barbara 2003 — 2007
BA, Business Economics, Accounting
De La Salle High School 1999 — 2003
Vidyo August 2013 - Present
AllianceBernstein October 2010 - August 2013
Ernst & Young September 2007 - July 2010
University of California Education Abroad Program September 2006 - June 2007
Skills
Financial Analysis, Portfolio Management, Asset Management, Financial Reporting, Investments, Corporate Finance, Risk Management, Accounting, Financial Services, Financial Risk, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls, Data Analysis, Microsoft Office, Valuation, Video Conferencing, Video Codec, Sales
Education
University of California, Santa Barbara 2003 — 2007
BA, Business Economics, Accounting
De La Salle High School 1999 — 2003
Winsor Lee's AllianceBernstein Experience 2006 - July 2009
Job Director Northeast at Bloomberg New Energy Finance
Industry Renewables & Environment
Experience
Bloomberg New Energy Finance July 2009 - Present
AllianceBernstein 2006 - July 2009
Legg Mason Capital Management 2004 - 2006
Merrill Lynch 1999 - 2004
Education
The University of Connecticut 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Bloomberg New Energy Finance July 2009 - Present
AllianceBernstein 2006 - July 2009
Legg Mason Capital Management 2004 - 2006
Merrill Lynch 1999 - 2004
Education
The University of Connecticut 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Chris Thabet's AllianceBernstein Experience June 2006 - May 2010
Job Vice President, Integrated Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2012 - Present
ING Investment Management May 2010 - April 2012
AllianceBernstein June 2006 - May 2010
Ryan Beck & Co. March 2004 - June 2006
Neuberger Berman 2000 - 2004
Education
University of Hartford
OppenheimerFunds May 2012 - Present
ING Investment Management May 2010 - April 2012
AllianceBernstein June 2006 - May 2010
Ryan Beck & Co. March 2004 - June 2006
Neuberger Berman 2000 - 2004
Education
University of Hartford
Cian O'Suilleabhain's AllianceBernstein Experience October 2000 - Present
Job Manager, Operations IT at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2000 - Present
Sanford C. Bernstein & Co., Inc January 1996 - October 2000
Sanford C. Bernstein & Co., Inc November 1990 - January 1996
AIB Bank June 1989 - October 1990
Education
University of Limerick 1986 — 1989
Bachelor of Science
AllianceBernstein October 2000 - Present
Sanford C. Bernstein & Co., Inc January 1996 - October 2000
Sanford C. Bernstein & Co., Inc November 1990 - January 1996
AIB Bank June 1989 - October 1990
Education
University of Limerick 1986 — 1989
Bachelor of Science
Richard DeRose, CFA's AllianceBernstein Experience December 2006 - November 2009
Job Equity Sales
Industry Investment Management
Experience
Empirical Research Partners December 2012 - Present
Nomura Securities November 2010 - December 2012
AllianceBernstein December 2006 - November 2009
AllianceBernstein 2000 - 2006
Cambridge Associates 1998 - 2000
Education
University of Mary Washington
BS, Business Administration
Empirical Research Partners December 2012 - Present
Nomura Securities November 2010 - December 2012
AllianceBernstein December 2006 - November 2009
AllianceBernstein 2000 - 2006
Cambridge Associates 1998 - 2000
Education
University of Mary Washington
BS, Business Administration
Marc Finkle, CFA, CAIA's AllianceBernstein Experience June 2013 - Present
Job Vice President: Institutional Investment Advisor at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2013 - Present
AllianceBernstein July 2010 - June 2013
AllianceBernstein May 2007 - June 2010
Ziff Davis Media July 2006 - May 2007
Skills
Alternative Investments, Equities, Hedge Funds, Fixed Income, Investments, Asset Management, Business Development, Finance, Financial Services, Fund Of Funds, Institutional, Institutional..., Mutual Funds, Real Estate, Relationship Management, Strategic Financial..., Strategy
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science, Marketing
AllianceBernstein June 2013 - Present
AllianceBernstein July 2010 - June 2013
AllianceBernstein May 2007 - June 2010
Ziff Davis Media July 2006 - May 2007
Skills
Alternative Investments, Equities, Hedge Funds, Fixed Income, Investments, Asset Management, Business Development, Finance, Financial Services, Fund Of Funds, Institutional, Institutional..., Mutual Funds, Real Estate, Relationship Management, Strategic Financial..., Strategy
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science, Marketing
Kristin Bloom's AllianceBernstein Experience January 1997 - June 2003
Job Financial Advisor, First Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Wealth Management June 2003 - January 2009
AllianceBernstein January 1997 - June 2003
Education
University of Colorado Boulder
University of Massachusetts, Amherst
West Morris Mendham High School
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Wealth Management June 2003 - January 2009
AllianceBernstein January 1997 - June 2003
Education
University of Colorado Boulder
University of Massachusetts, Amherst
West Morris Mendham High School
Steven Pisarkiewicz's AllianceBernstein Experience September 1999 - May 2003
Job Senior Managing Director, Senior Portfolio Manager at Matrix Asset Advisors
Industry Investment Management
Experience
Matrix Asset Advisors September 2009 - Present
Bernstein Global Wealth Management June 2007 - December 2008
Bank of New York Mellon 2003 - 2007
AllianceBernstein September 1999 - May 2003
Skills
Asset Management, Asset Managment, Equities, Asset, Alternative Investments, Hedge Funds, Asset Allocation, Investments, Investment Management, Fixed Income, Portfolio Management, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investment Strategies, Financial Analysis, Series 7
Education
University of California, Berkeley, Haas School of Business 1973 — 1977
MBA, Marketing Management
University of Missouri-Columbia 1967 — 1972
BS, Industrial Engineerig
Matrix Asset Advisors September 2009 - Present
Bernstein Global Wealth Management June 2007 - December 2008
Bank of New York Mellon 2003 - 2007
AllianceBernstein September 1999 - May 2003
Skills
Asset Management, Asset Managment, Equities, Asset, Alternative Investments, Hedge Funds, Asset Allocation, Investments, Investment Management, Fixed Income, Portfolio Management, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investment Strategies, Financial Analysis, Series 7
Education
University of California, Berkeley, Haas School of Business 1973 — 1977
MBA, Marketing Management
University of Missouri-Columbia 1967 — 1972
BS, Industrial Engineerig
Jerry Lieberman's AllianceBernstein Experience 1998 - 2009
Job Experienced President of NYSE Listed Financial Services Company
Industry Financial Services
Experience
SureVisit September 2013 - Present
Forest Laboratories August 2011 - Present
University of Connecticut Foundation September 2002 - September 2012
Computershare August 2010 - August 2012
AXA 2004 - 2009
AllianceBernstein 1998 - 2009
University of Connecticut School of Business Administration 2000 - 2002
Fidelity Investments 1993 - 1998
Citi Group 1979 - 1993
Arthur Andersen & Co 1969 - 1976
Skills
Deal Maker, Team Building, Deal Execution, Asset Managment, Investments, Financial Services, Hedge Funds, Portfolio Management, Investment Advisory, Private Equity, Investment Strategies, Investment Management, Alternative Investments, Equities, Capital Markets, Asset Allocation, Venture Capital, Due Diligence, Mutual Funds, Investment Banking, Retirement Planning, Bloomberg, Corporate Governance, Global Compensation, Strategic Planning
Education
University of Connecticut 1965 — 1969
B.S., Business
SureVisit September 2013 - Present
Forest Laboratories August 2011 - Present
University of Connecticut Foundation September 2002 - September 2012
Computershare August 2010 - August 2012
AXA 2004 - 2009
AllianceBernstein 1998 - 2009
University of Connecticut School of Business Administration 2000 - 2002
Fidelity Investments 1993 - 1998
Citi Group 1979 - 1993
Arthur Andersen & Co 1969 - 1976
Skills
Deal Maker, Team Building, Deal Execution, Asset Managment, Investments, Financial Services, Hedge Funds, Portfolio Management, Investment Advisory, Private Equity, Investment Strategies, Investment Management, Alternative Investments, Equities, Capital Markets, Asset Allocation, Venture Capital, Due Diligence, Mutual Funds, Investment Banking, Retirement Planning, Bloomberg, Corporate Governance, Global Compensation, Strategic Planning
Education
University of Connecticut 1965 — 1969
B.S., Business
Paul Greenberg's AllianceBernstein Experience April 1992 - June 1997
Job Ruane, Cunniff & Goldfarb
Industry Financial Services
Experience
Ruane, Cunniff & Goldfarb February 2013 - Present
BlackRock, Inc. July 1998 - January 2013
Salomon Brothers July 1997 - June 1998
AllianceBernstein April 1992 - June 1997
Skills
Asset Managment, Hedge Funds, Fixed Income, Broker / Dealers, Mutual Funds, Risk Management, Asset Management, Alternative Investments, Equities, Corporate Finance, Derivatives, ETFs, FINRA, Financial Analysis, Finance, Financial Modeling, Financial Services, Fund Accounting, Fund Of Funds, Financial Markets, Investment Advisory, Investments, Investment Management, Securities, Wealth Management, Bloomberg, Capital Markets, Accounting
Education
University of Connecticut
MBA, Finance
Ruane, Cunniff & Goldfarb February 2013 - Present
BlackRock, Inc. July 1998 - January 2013
Salomon Brothers July 1997 - June 1998
AllianceBernstein April 1992 - June 1997
Skills
Asset Managment, Hedge Funds, Fixed Income, Broker / Dealers, Mutual Funds, Risk Management, Asset Management, Alternative Investments, Equities, Corporate Finance, Derivatives, ETFs, FINRA, Financial Analysis, Finance, Financial Modeling, Financial Services, Fund Accounting, Fund Of Funds, Financial Markets, Investment Advisory, Investments, Investment Management, Securities, Wealth Management, Bloomberg, Capital Markets, Accounting
Education
University of Connecticut
MBA, Finance
Jason Ley's AllianceBernstein Experience June 2000 - February 2012
Job Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2000 - February 2012
Medtronic May 1999 - May 2000
Skills
Stock Picking, Portfolio Management, Fundamental Research, Private Client Services, Healthcare, Energy
Education
University of Minnesota - Carlson School of Management 1998 — 2000
Master of Business Administration (MBA), Finance
University of Arizona 1990 — 1993
Bachelor of Science (BS), Finance
AllianceBernstein June 2000 - February 2012
Medtronic May 1999 - May 2000
Skills
Stock Picking, Portfolio Management, Fundamental Research, Private Client Services, Healthcare, Energy
Education
University of Minnesota - Carlson School of Management 1998 — 2000
Master of Business Administration (MBA), Finance
University of Arizona 1990 — 1993
Bachelor of Science (BS), Finance
Donna R. O'Connor's AllianceBernstein Experience 2006 - 2014
Job Senior Consultant at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs January 2015 - Present
Self Employed 2014 - Present
AllianceBernstein 2006 - 2014
Bank of New York Mellon 1998 - 2006
IBM Corp 1982 - 1983
Skills
Data Governance, Reference data for..., Operational Risk..., Project Management, Securities, Reference Data, Legal Entity and..., Corporate Actions, Market Data, Investments, Fixed Income, Equities, Outsourcing, Derivatives, Bloomberg, Trading Systems, Business Analysis, Investment Management, Vendor Management, IT Strategy, Electronic Trading, Back Office, Front office support, Middle office, Dashboard Metrics, Middle Office
Education
University of Maryland College Park
Masters, Library and Information Science
Western Illinois University
B.S., Biological Sciences
Goldman Sachs January 2015 - Present
Self Employed 2014 - Present
AllianceBernstein 2006 - 2014
Bank of New York Mellon 1998 - 2006
IBM Corp 1982 - 1983
Skills
Data Governance, Reference data for..., Operational Risk..., Project Management, Securities, Reference Data, Legal Entity and..., Corporate Actions, Market Data, Investments, Fixed Income, Equities, Outsourcing, Derivatives, Bloomberg, Trading Systems, Business Analysis, Investment Management, Vendor Management, IT Strategy, Electronic Trading, Back Office, Front office support, Middle office, Dashboard Metrics, Middle Office
Education
University of Maryland College Park
Masters, Library and Information Science
Western Illinois University
B.S., Biological Sciences
Josh Hilbert's AllianceBernstein Experience August 2006 - Present
Job AVP, Quantitative Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2006 - Present
Goldenberg Hehmeyer Trading Co Ltd 2004 - 2006
Gerald Metals 2002 - 2003
Skills
Performance Attribution, Quantitative Analytics, Alternative Investments, Equities, Equity Research, Fixed Income, Bloomberg, Derivatives, Trading, Capital Markets, Financial Analysis, Mutual Funds, Asset Management
Education
University of Connecticut 1998 — 2002
BS, Finance
AllianceBernstein August 2006 - Present
Goldenberg Hehmeyer Trading Co Ltd 2004 - 2006
Gerald Metals 2002 - 2003
Skills
Performance Attribution, Quantitative Analytics, Alternative Investments, Equities, Equity Research, Fixed Income, Bloomberg, Derivatives, Trading, Capital Markets, Financial Analysis, Mutual Funds, Asset Management
Education
University of Connecticut 1998 — 2002
BS, Finance
Maryanne Bottini's AllianceBernstein Experience AVP LEED AP ID+CAllianceBernsteinFebruary 2005 - Present
Job AVP at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein AVP LEED AP ID+CAllianceBernsteinFebruary 2005 - Present
Education
University of Alabama
Bachelor of Arts (BA), English Language and Literature, General
AllianceBernstein AVP LEED AP ID+CAllianceBernsteinFebruary 2005 - Present
Education
University of Alabama
Bachelor of Arts (BA), English Language and Literature, General
Brian Cho's AllianceBernstein Experience August 2014 - Present
Job Global Risk Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein August 2014 - Present
AllianceBernstein June 2011 - August 2014
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Equities
Education
University of Illinois at Urbana-Champaign
AllianceBernstein August 2014 - Present
AllianceBernstein June 2011 - August 2014
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Equities
Education
University of Illinois at Urbana-Champaign
Steve Goldstein's AllianceBernstein Experience September 2010 - February 2012
Job Communications and branding officer with deep strategic and crisis management experience.
Industry Public Relations and Communications
Experience
AllianceBernstein September 2010 - February 2012
TIAA-CREF May 2003 - June 2010
McKinsey & Company October 2002 - April 2003
Dow Jones April 2001 - August 2002
Insurance Information Institute February 1993 - April 2001
U.S. Department of the Interior January 1989 - January 1993
U.S. House of Representatives 1980 - 1989
Skills
Corporate Communications, Fundraising, Marketing, Crisis Communications, Advertising, Strategic Communications, Team Building, Negotiation, Public Relations, Blogging, Social Media, Web Design, Strategy, Integrated Marketing, Media Relations, Management, Valuation, Brand Management, Change Management, Start-ups, Facebook, Budgets, Leadership, Marketing Research, Strategic Planning, Financial Services, Program Management, B2B, Social Networking, Internal Communications, Customer Service, Digital Marketing, Coaching, Communication Training, Public Affairs
Education
University of Arizona
Bachelor of Arts (BA)
AllianceBernstein September 2010 - February 2012
TIAA-CREF May 2003 - June 2010
McKinsey & Company October 2002 - April 2003
Dow Jones April 2001 - August 2002
Insurance Information Institute February 1993 - April 2001
U.S. Department of the Interior January 1989 - January 1993
U.S. House of Representatives 1980 - 1989
Skills
Corporate Communications, Fundraising, Marketing, Crisis Communications, Advertising, Strategic Communications, Team Building, Negotiation, Public Relations, Blogging, Social Media, Web Design, Strategy, Integrated Marketing, Media Relations, Management, Valuation, Brand Management, Change Management, Start-ups, Facebook, Budgets, Leadership, Marketing Research, Strategic Planning, Financial Services, Program Management, B2B, Social Networking, Internal Communications, Customer Service, Digital Marketing, Coaching, Communication Training, Public Affairs
Education
University of Arizona
Bachelor of Arts (BA)
Kristen Babb's AllianceBernstein Experience June 1996 - December 2006
Job Investment Management Professional
Industry Investment Management
Experience
AllianceBernstein June 1996 - December 2006
Education
University of Connecticut 1992 — 1996
Bachelor of Arts (B.A.), Psychology, Journalism, Anthropology
AllianceBernstein June 1996 - December 2006
Education
University of Connecticut 1992 — 1996
Bachelor of Arts (B.A.), Psychology, Journalism, Anthropology
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management