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
Damanpreet Singh Damanpreet Singh's AllianceBernstein Experience May 2014 - Present
Job Business Analyst at AllianceBernstein
Industry Information Technology and Services
Experience
AllianceBernstein May 2014 - Present
Boston Scientific February 2014 - May 2014
Rackspace August 2012 - December 2013
Skills
Business Analysis, Data Warehousing, SQL, Business Intelligence, Data Analysis, QlikView Development, ETL, Informatica, Requirements Gathering, Requirements Analysis, PL/SQL, Dimensional Modeling, SDLC, Database Design, Integration, Relational Databases, Data Marts, Microsoft SQL Server, Concur, Data Modeling, Agile Methodologies
Education
University of Missouri-Kansas City 2010 — 2012
Master of Science (M.S.), Electrical, Electronics and Communications Engineering
AllianceBernstein May 2014 - Present
Boston Scientific February 2014 - May 2014
Rackspace August 2012 - December 2013
Skills
Business Analysis, Data Warehousing, SQL, Business Intelligence, Data Analysis, QlikView Development, ETL, Informatica, Requirements Gathering, Requirements Analysis, PL/SQL, Dimensional Modeling, SDLC, Database Design, Integration, Relational Databases, Data Marts, Microsoft SQL Server, Concur, Data Modeling, Agile Methodologies
Education
University of Missouri-Kansas City 2010 — 2012
Master of Science (M.S.), Electrical, Electronics and Communications Engineering
Cameron Cole Cameron Cole's AllianceBernstein Experience April 2002 - April 2007
Job Financial Analyst / Strategic Manager
Industry Retail
Experience
Zions Bank March 2011 - February 2015
TD Ameritrade May 2007 - February 2011
AllianceBernstein April 2002 - April 2007
Skills
Leadership, Risk Management, Strategic Planning, Financial Analysis, Financial Services, SQL, Investments, Wealth Management, Financial Planning, Mutual Funds, Asset Management, Sales, Series 7, Series 63, Series 65, Sales Management..., Customer Service, Investment Advisory, Financial Advisory, Sales Management, Team Leadership, Recruiting
Education
University of Utah - David Eccles School of Business 2014 — 2016
Executive MBA
University of Montana 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Zions Bank March 2011 - February 2015
TD Ameritrade May 2007 - February 2011
AllianceBernstein April 2002 - April 2007
Skills
Leadership, Risk Management, Strategic Planning, Financial Analysis, Financial Services, SQL, Investments, Wealth Management, Financial Planning, Mutual Funds, Asset Management, Sales, Series 7, Series 63, Series 65, Sales Management..., Customer Service, Investment Advisory, Financial Advisory, Sales Management, Team Leadership, Recruiting
Education
University of Utah - David Eccles School of Business 2014 — 2016
Executive MBA
University of Montana 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Leanna Degenhart Leanna Degenhart's AllianceBernstein Experience September 2006 - May 2009
Job Healthcare and Corporate Associate at Morris, Manning & Martin, LLP
Industry Law Practice
Experience
Morris, Manning & Martin, LLP July 2013 - Present
Centers for Disease Control and Prevention December 2012 - June 2013
Children's Healthcare of Atlanta June 2011 - July 2011
HunterMaclean June 2010 - July 2010
AllianceBernstein September 2006 - May 2009
Skills
Legal Research, Legal Writing, Contract Negotiation, Business Ethics, Business Negotiation, Contract Writing, Health Law, Mergers & Acquisitions..., Bankruptcy, Commercial Real Estate, Licensing, Westlaw, Microsoft Office, Mergers & Acquisitions, Negotiation, Secured Transactions, Corporate Law
Education
University of Georgia School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Georgia 2003 — 2005
BA, Economics
University of North Carolina at Chapel Hill 2001 — 2003
Morris, Manning & Martin, LLP July 2013 - Present
Centers for Disease Control and Prevention December 2012 - June 2013
Children's Healthcare of Atlanta June 2011 - July 2011
HunterMaclean June 2010 - July 2010
AllianceBernstein September 2006 - May 2009
Skills
Legal Research, Legal Writing, Contract Negotiation, Business Ethics, Business Negotiation, Contract Writing, Health Law, Mergers & Acquisitions..., Bankruptcy, Commercial Real Estate, Licensing, Westlaw, Microsoft Office, Mergers & Acquisitions, Negotiation, Secured Transactions, Corporate Law
Education
University of Georgia School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Georgia 2003 — 2005
BA, Economics
University of North Carolina at Chapel Hill 2001 — 2003
Kevin Dausch Kevin Dausch's AllianceBernstein Experience February 2011 - Present
Job Vice President Regional Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein February 2011 - Present
AllianceBernstein March 2010 - February 2011
AllianceBernstein June 2008 - March 2010
Lincoln Financial Group August 2005 - June 2008
Morgan Stanley Smith Barney May 2003 - August 2005
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Capital Markets, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Economics
AllianceBernstein February 2011 - Present
AllianceBernstein March 2010 - February 2011
AllianceBernstein June 2008 - March 2010
Lincoln Financial Group August 2005 - June 2008
Morgan Stanley Smith Barney May 2003 - August 2005
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Capital Markets, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Economics
Emily Ferrall Cullinan Emily Ferrall Cullinan's AllianceBernstein Experience July 2009 - June 2010
Job National Accounts Client Account Manager at American Century Investments
Industry Financial Services
Experience
American Century Investments April 2013 - Present
Mariner Holdings October 2010 - April 2013
AllianceBernstein July 2009 - June 2010
AllianceBernstein January 2008 - July 2009
Morgan Stanley August 2006 - August 2007
Skills
Series 7, Strategy, Asset Managment, Series 63, Investments, Mutual Funds, Asset Management, Leadership, Equities, Management, Marketing
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Marketing with a Concentration in Six Sigma Quality Management
American Century Investments April 2013 - Present
Mariner Holdings October 2010 - April 2013
AllianceBernstein July 2009 - June 2010
AllianceBernstein January 2008 - July 2009
Morgan Stanley August 2006 - August 2007
Skills
Series 7, Strategy, Asset Managment, Series 63, Investments, Mutual Funds, Asset Management, Leadership, Equities, Management, Marketing
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Marketing with a Concentration in Six Sigma Quality Management
Bob Jamo Bob Jamo's AllianceBernstein Experience 1995 - 2001
Job CEO at Brookfield Private Advisors, LLC
Industry Investment Management
Experience
Brookfield Private Advisors, LLC July 2014 - Present
Brookfield Asset Management December 2011 - Present
TCW Investment Management September 2006 - November 2011
ING Investment Management 2001 - 2006
AllianceBernstein 1995 - 2001
Jenswold King & Associates 1994 - 1995
Education
University of Michigan - Stephen M. Ross School of Business
Brookfield Private Advisors, LLC July 2014 - Present
Brookfield Asset Management December 2011 - Present
TCW Investment Management September 2006 - November 2011
ING Investment Management 2001 - 2006
AllianceBernstein 1995 - 2001
Jenswold King & Associates 1994 - 1995
Education
University of Michigan - Stephen M. Ross School of Business
Stanley Martinez Stanley Martinez's AllianceBernstein Experience January 2003 - February 2007
Job Director of US High Yield Research at Legal & General Investment Management
Industry Investment Management
Experience
Legal & General Investment Management February 2015 - Present
Legal & General Investment Management December 2012 - February 2015
Legal & General Investment Management March 2007 - December 2012
AllianceBernstein January 2003 - February 2007
Conning July 2001 - January 2003
National City Asset Management December 1996 - August 1999
Mercantile Safe Deposit & Trst July 1992 - June 1996
Skills
High Yield Bonds, Team Leadership, Technology investing, Telecom services..., Media investing, Financial Modeling, Investment Research, Consultant Liaison, Investment Strategies, Global Investment..., Asset Management, Equities, Investments, Portfolio Management, Fixed Income, Valuation, Investment Banking, Financial Analysis
Education
Yale University - Yale School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
University of Pennsylvania - The Wharton School 1986 — 1991
Bachelor of Science (B.S.), Economics
Legal & General Investment Management February 2015 - Present
Legal & General Investment Management December 2012 - February 2015
Legal & General Investment Management March 2007 - December 2012
AllianceBernstein January 2003 - February 2007
Conning July 2001 - January 2003
National City Asset Management December 1996 - August 1999
Mercantile Safe Deposit & Trst July 1992 - June 1996
Skills
High Yield Bonds, Team Leadership, Technology investing, Telecom services..., Media investing, Financial Modeling, Investment Research, Consultant Liaison, Investment Strategies, Global Investment..., Asset Management, Equities, Investments, Portfolio Management, Fixed Income, Valuation, Investment Banking, Financial Analysis
Education
Yale University - Yale School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
University of Pennsylvania - The Wharton School 1986 — 1991
Bachelor of Science (B.S.), Economics
Bruce Levitus Bruce Levitus's AllianceBernstein Experience February 1998 - June 2002
Job Senior Vice President Head of Investment Advisory Services
Industry Financial Services
Experience
AIG Advisor Group May 2012 - Present
AIG Advisor Group July 2002 - January 2010
AIG Advisor Group July 2002 - February 2007
AllianceBernstein February 1998 - June 2002
Skills
Series 7, Mutual Funds, Wealth Management, Asset Management, Portfolio Management, Investments, Management, Financial Advisory, Investment Advisory, Alternative Investments, Business Development, Coaching, Contract Negotiation, Finance, Financial Services, Management Consulting, Recruiting, Sales, Sales Management, Securities, Training, Leadership
Education
University of Massachusetts, Amherst 1982 — 1986
BS, retail management
AIG Advisor Group May 2012 - Present
AIG Advisor Group July 2002 - January 2010
AIG Advisor Group July 2002 - February 2007
AllianceBernstein February 1998 - June 2002
Skills
Series 7, Mutual Funds, Wealth Management, Asset Management, Portfolio Management, Investments, Management, Financial Advisory, Investment Advisory, Alternative Investments, Business Development, Coaching, Contract Negotiation, Finance, Financial Services, Management Consulting, Recruiting, Sales, Sales Management, Securities, Training, Leadership
Education
University of Massachusetts, Amherst 1982 — 1986
BS, retail management
Stephanie Van Hook Stephanie Van Hook's AllianceBernstein Experience May 2008 - January 2009
Job Mutual Fund Trader at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2012 - Present
LPL Financial October 2009 - May 2012
AllianceBernstein May 2008 - January 2009
SJS Corporation January 2008 - March 2008
2005 January 2006 - January 2008
Skills
Mutual Funds, Investments, Economics, Research, Series 7, Series 63, Retail, Securities, Asset Allocation, Portfolio Management, Trading, Equities
Education
University of San Diego 2003 — 2007
B.A, Business Economics
LPL Financial May 2012 - Present
LPL Financial October 2009 - May 2012
AllianceBernstein May 2008 - January 2009
SJS Corporation January 2008 - March 2008
2005 January 2006 - January 2008
Skills
Mutual Funds, Investments, Economics, Research, Series 7, Series 63, Retail, Securities, Asset Allocation, Portfolio Management, Trading, Equities
Education
University of San Diego 2003 — 2007
B.A, Business Economics
Tom Fontaine Tom Fontaine's AllianceBernstein Experience April 2009 - May 2012
Job Owner, The DVC Shop
Industry Leisure, Travel & Tourism
Experience
The DVC Shop October 2013 - Present
AllianceBernstein April 2009 - May 2012
AllianceBernstein 2008 - 2008
AllianceBernstein 2004 - 2007
AllianceBernstein 2001 - 2003
AllianceBernstein 1999 - 2000
Inventure 1997 - 1998
TUDOR INVESTMENT CORPORATION 1993 - 1996
Education
University of Pennsylvania 1988 — 1993
PhD, Computer Science
University of Wisconsin-Madison 1984 — 1988
BS, Math
University of Wisconsin-Madison 1984 — 1988
BS, Computer Science
The DVC Shop October 2013 - Present
AllianceBernstein April 2009 - May 2012
AllianceBernstein 2008 - 2008
AllianceBernstein 2004 - 2007
AllianceBernstein 2001 - 2003
AllianceBernstein 1999 - 2000
Inventure 1997 - 1998
TUDOR INVESTMENT CORPORATION 1993 - 1996
Education
University of Pennsylvania 1988 — 1993
PhD, Computer Science
University of Wisconsin-Madison 1984 — 1988
BS, Math
University of Wisconsin-Madison 1984 — 1988
BS, Computer Science
Drew Davala's AllianceBernstein Experience June 2014 - Present
Job Fixed Income Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2014 - Present
J.P. Morgan May 2013 - August 2013
Trilogy Capital June 2012 - July 2012
Education
University of Pennsylvania 2010 — 2014
Bachelor's degree, Economics
The Hotchkiss School 2007 — 2010
Wilton High School 2005 — 2007
AllianceBernstein June 2014 - Present
J.P. Morgan May 2013 - August 2013
Trilogy Capital June 2012 - July 2012
Education
University of Pennsylvania 2010 — 2014
Bachelor's degree, Economics
The Hotchkiss School 2007 — 2010
Wilton High School 2005 — 2007
Kathryn Spink Kathryn Spink's AllianceBernstein Experience 2006 - 2012
Job Managed Accounts Admin Specialist II at USAA
Industry Investment Management
Experience
USAA 2014 - Present
USAA February 2013 - August 2014
AllianceBernstein 2006 - 2012
Alliance Bernstein 2006 - 2006
AllianceBernstein 2004 - 2006
Tom's Ribs Restaurant 2002 - 2004
San Antonio Remittance Corporation 2000 - 2002
Skills
Alternative Investments, Equities, Bloomberg, Asset Allocation, Equity Research, Fixed Income, Investment Strategies, Asset Managment, Investment Management, Municipal Bonds, Mutual Funds, Account Reconciliation, Electronic Funds..., Project Coordination, Multitasking Skills, Customer Oriented, Microsoft Excel, Financial Analysis, Data Analysis, Communication Skills, Self Management, Equity Valuation, Securities, Investments, Portfolio Optimization, Wealth Management, Asset Management, Equity Trading, Trading
Education
University of Phoenix
USAA 2014 - Present
USAA February 2013 - August 2014
AllianceBernstein 2006 - 2012
Alliance Bernstein 2006 - 2006
AllianceBernstein 2004 - 2006
Tom's Ribs Restaurant 2002 - 2004
San Antonio Remittance Corporation 2000 - 2002
Skills
Alternative Investments, Equities, Bloomberg, Asset Allocation, Equity Research, Fixed Income, Investment Strategies, Asset Managment, Investment Management, Municipal Bonds, Mutual Funds, Account Reconciliation, Electronic Funds..., Project Coordination, Multitasking Skills, Customer Oriented, Microsoft Excel, Financial Analysis, Data Analysis, Communication Skills, Self Management, Equity Valuation, Securities, Investments, Portfolio Optimization, Wealth Management, Asset Management, Equity Trading, Trading
Education
University of Phoenix
Sammy Suzuki Sammy Suzuki's AllianceBernstein Experience January 2012 - Present
Job Portfolio Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2012 - Present
AllianceBernstein January 2008 - February 2015
AllianceBernstein January 2010 - December 2012
AllianceBernstein January 2005 - December 2007
AllianceBernstein July 2004 - December 2007
AllianceBernstein January 1999 - June 2004
Sanford C. Bernstein January 1997 - December 1998
Sanford C. Bernstein September 1994 - December 1996
Bain & Company June 1993 - August 1994
Education
University of Pennsylvania 1989 — 1993
Bachelor's Degree, Materials Engineering, magna cum laude
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor's Degree, Economics, magna cum laude
Hong Kong International School 1988 — 1989
High School
Yokohama International School 1985 — 1988
High School
AllianceBernstein January 2012 - Present
AllianceBernstein January 2008 - February 2015
AllianceBernstein January 2010 - December 2012
AllianceBernstein January 2005 - December 2007
AllianceBernstein July 2004 - December 2007
AllianceBernstein January 1999 - June 2004
Sanford C. Bernstein January 1997 - December 1998
Sanford C. Bernstein September 1994 - December 1996
Bain & Company June 1993 - August 1994
Education
University of Pennsylvania 1989 — 1993
Bachelor's Degree, Materials Engineering, magna cum laude
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor's Degree, Economics, magna cum laude
Hong Kong International School 1988 — 1989
High School
Yokohama International School 1985 — 1988
High School
Peter Barko's AllianceBernstein Experience October 2006 - July 2008
Job Strategic Partner to CLevel at TriNet: Helping Small Businesses Attract & Retain Talent and Contain HRRelated Costs
Industry Internet
Experience
TriNet April 2013 - Present
BountyJobs January 2012 - March 2013
Dicks Cottons July 2008 - January 2012
TheLadders.com November 2008 - December 2009
AllianceBernstein October 2006 - July 2008
Allmerica Financial August 2004 - September 2006
Lendia and Prime Financial August 2003 - July 2004
Skills
Consultative Selling, ValueSelling, Solution Selling, Cold Calling, New Business Development, Strategic Planning, Forecasting, Prospecting, Contract Negotiation, Social Media, Social Media Marketing, Qualifying Prospects, SaaS, Selling, Sales Process, Salesforce.com, CRM, Sales, Online Advertising, Sales Operations, E-commerce, Business Development, Strategy, Competitive Analysis, Recruiting, Lead Generation, Enterprise Software, Account Management, Marketing, Customer Retention, Entrepreneurship, Marketing Strategy, Talent Acquisition, Management, Start-ups, Consulting, Human Resources, Strategic Partnerships
Education
University of North Carolina at Chapel Hill 1999 — 2003
B.A., Political Science
St. John's High School 1996 — 1999
TriNet April 2013 - Present
BountyJobs January 2012 - March 2013
Dicks Cottons July 2008 - January 2012
TheLadders.com November 2008 - December 2009
AllianceBernstein October 2006 - July 2008
Allmerica Financial August 2004 - September 2006
Lendia and Prime Financial August 2003 - July 2004
Skills
Consultative Selling, ValueSelling, Solution Selling, Cold Calling, New Business Development, Strategic Planning, Forecasting, Prospecting, Contract Negotiation, Social Media, Social Media Marketing, Qualifying Prospects, SaaS, Selling, Sales Process, Salesforce.com, CRM, Sales, Online Advertising, Sales Operations, E-commerce, Business Development, Strategy, Competitive Analysis, Recruiting, Lead Generation, Enterprise Software, Account Management, Marketing, Customer Retention, Entrepreneurship, Marketing Strategy, Talent Acquisition, Management, Start-ups, Consulting, Human Resources, Strategic Partnerships
Education
University of North Carolina at Chapel Hill 1999 — 2003
B.A., Political Science
St. John's High School 1996 — 1999
Sridar Ravi Sridar Ravi's AllianceBernstein Experience June 2014 - Present
Job Research Associate at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2014 - Present
AllianceBernstein June 2012 - June 2014
Macquarie Group June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Center for the Remote Sensing of Ice Sheets (CReSIS) June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance
University of Pennsylvania 2008 — 2012
Bachelor of Applied Science, Computer Science
AllianceBernstein June 2014 - Present
AllianceBernstein June 2012 - June 2014
Macquarie Group June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Center for the Remote Sensing of Ice Sheets (CReSIS) June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance
University of Pennsylvania 2008 — 2012
Bachelor of Applied Science, Computer Science
Marybeth Zier's AllianceBernstein Experience May 2014 - Present
Job Summer Intern at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2014 - Present
LivePerson May 2013 - August 2013
Skills
Business Analysis, Project Management, Business Requirements, Business Process..., Business Process Mapping, Salesforce.com, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Visio, Social Media, Apttus
Education
University of Notre Dame 2011 — 2015
Candidate for BBA, Finance
AllianceBernstein May 2014 - Present
LivePerson May 2013 - August 2013
Skills
Business Analysis, Project Management, Business Requirements, Business Process..., Business Process Mapping, Salesforce.com, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Visio, Social Media, Apttus
Education
University of Notre Dame 2011 — 2015
Candidate for BBA, Finance
Paul Vogel, CFA Paul Vogel, CFA's AllianceBernstein Experience 2001 - 2011
Job Managing Director at Barclays
Industry Internet
Experience
Barclays 2014 - Present
OpenSky 2013 - 2013
Andor Capital Management 2012 - 2013
AllianceBernstein 2001 - 2011
Baron Capital 2000 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Morgan Stanley Dean Witter 1995 - 1999
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Investments, CFOs, Business Development, Corporate Strategy..., Internet, Media, Digital Media, Ecommerce, Investor Relations, Investment Management, Asset Management, Alternative Investments, Valuation, E-commerce
Education
University of Pennsylvania 1991 — 1995
BA, Economics
Barclays 2014 - Present
OpenSky 2013 - 2013
Andor Capital Management 2012 - 2013
AllianceBernstein 2001 - 2011
Baron Capital 2000 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Morgan Stanley Dean Witter 1995 - 1999
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Investments, CFOs, Business Development, Corporate Strategy..., Internet, Media, Digital Media, Ecommerce, Investor Relations, Investment Management, Asset Management, Alternative Investments, Valuation, E-commerce
Education
University of Pennsylvania 1991 — 1995
BA, Economics
Kara McPeak Kara McPeak's AllianceBernstein Experience February 2010 - June 2011
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2011 - Present
AllianceBernstein February 2010 - June 2011
Legg Mason June 2008 - February 2010
Bloomingdale's June 2007 - July 2007
Skills
Series 7, Series 63, Mutual Funds, Investments, Customer Relations
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, Communications
Villanova University 2012 — 2014
Master of Business Administration (M.B.A.)
Brown Brothers Harriman July 2011 - Present
AllianceBernstein February 2010 - June 2011
Legg Mason June 2008 - February 2010
Bloomingdale's June 2007 - July 2007
Skills
Series 7, Series 63, Mutual Funds, Investments, Customer Relations
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, Communications
Villanova University 2012 — 2014
Master of Business Administration (M.B.A.)
Joshua Lohmeier's AllianceBernstein Experience January 2006 - August 2008
Job Portfolio Manager Head of US Investment Grade at Aviva Investors
Industry Investment Management
Experience
Aviva Investors August 2008 - Present
AllianceBernstein January 2006 - August 2008
Education
University of Northern Iowa 1994 — 1999
Bachelor's degree, Finance, General
Aviva Investors August 2008 - Present
AllianceBernstein January 2006 - August 2008
Education
University of Northern Iowa 1994 — 1999
Bachelor's degree, Finance, General
Michael Lauer, CFP® Michael Lauer, CFP®'s AllianceBernstein Experience 2000 - 2003
Job Financial Advisor at Capstone Advisory Group, LLC
Industry Financial Services
Experience
Capstone Advisory Group, LLC August 2010 - Present
Financial Services Industry November 2003 - Present
CapitalQuest Securities, Inc. 2005 - 2010
AllianceBernstein 2000 - 2003
Skills
Investments, Finance, Investment Management, Financial Services, FINRA, Wealth Management, Retirement Planning
Education
University of St. Thomas 2004 — 2008
MBA, Finance
University of Minnesota-Twin Cities 1994 — 1999
BS, Applied Economics of Environmental Sciences
MACCRAY
Capstone Advisory Group, LLC August 2010 - Present
Financial Services Industry November 2003 - Present
CapitalQuest Securities, Inc. 2005 - 2010
AllianceBernstein 2000 - 2003
Skills
Investments, Finance, Investment Management, Financial Services, FINRA, Wealth Management, Retirement Planning
Education
University of St. Thomas 2004 — 2008
MBA, Finance
University of Minnesota-Twin Cities 1994 — 1999
BS, Applied Economics of Environmental Sciences
MACCRAY
Lou Tousignant Lou Tousignant's AllianceBernstein Experience 2007 - Present
Job Regional Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein 2007 - Present
Citigroup Asset Management-Legg Mason 2003 - 2007
Wells Fargo Funds 2000 - 2003
US Bancorp Investments August 1998 - 2000
Merrill Lynch 1995 - 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Finance, Separately Managed..., Asset Allocation, Strategic Financial..., Asset Management, Investment Strategies, Investments, Series 63, Wealth Management, Securities, Fixed Income, Hedge Funds
Education
University of Minnesota Duluth 1996 — 1998
M.B.A., Finance
University of Minnesota Duluth 1991 — 1995
Bachelor of Arts, Economics
AllianceBernstein 2007 - Present
Citigroup Asset Management-Legg Mason 2003 - 2007
Wells Fargo Funds 2000 - 2003
US Bancorp Investments August 1998 - 2000
Merrill Lynch 1995 - 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Finance, Separately Managed..., Asset Allocation, Strategic Financial..., Asset Management, Investment Strategies, Investments, Series 63, Wealth Management, Securities, Fixed Income, Hedge Funds
Education
University of Minnesota Duluth 1996 — 1998
M.B.A., Finance
University of Minnesota Duluth 1991 — 1995
Bachelor of Arts, Economics
Richard L. N. Weaver Richard L. N. Weaver's AllianceBernstein Experience 2004 - Present
Job Senior Portfolio Manager and Wealth Strategist at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein 2004 - Present
Prudential Securities 2002 - 2004
Prudential Securities 1996 - 2002
Skills
Hedge Funds, Asset Allocation, Wealth Management, Portfolio Management, Investments, Investment Banking, Options, Private Equity, Wealth Management..., High Net Worth..., Equity Derivatives, Alternative Investments, Retirement, Asset Managment, Hedging, Investment Strategies, Series 7, Investment Management, Equities, Fixed Income
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Capital Markets
Phillips Exeter Academy
High School, Liberal Arts
University of Pennsylvania - The Wharton School
BS Economics, Finance and Multinational Enterprise
AllianceBernstein 2004 - Present
Prudential Securities 2002 - 2004
Prudential Securities 1996 - 2002
Skills
Hedge Funds, Asset Allocation, Wealth Management, Portfolio Management, Investments, Investment Banking, Options, Private Equity, Wealth Management..., High Net Worth..., Equity Derivatives, Alternative Investments, Retirement, Asset Managment, Hedging, Investment Strategies, Series 7, Investment Management, Equities, Fixed Income
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Capital Markets
Phillips Exeter Academy
High School, Liberal Arts
University of Pennsylvania - The Wharton School
BS Economics, Finance and Multinational Enterprise
Shane Lipson Shane Lipson's AllianceBernstein Experience 2004 - 2005
Job Commercial Insurance and Business Operations Strategist
Industry Insurance
Experience
Mt. Franklin Insurance Agency February 2010 - Present
Willis May 2005 - April 2011
AllianceBernstein 2004 - 2005
Marsh March 2002 - October 2004
Deutsche Bank 2000 - 2002
Iinvestglobal.com 1999 - 2000
Booz Allen and Hamilton 1998 - 2000
Booz Allen 1998 - 2000
Booz & Co 1998 - 2000
Skills
Technology, Business Strategy, Business Planning, Insurance, Commercial Insurance, Leadership, Project Management, Strategy, Business Process..., Change Management, Program Management, Customer Service, Risk Management, Cross-functional Team..., Mergers & Acquisitions, Management, Analysis, Team Building, Process Improvement
Education
University of Pennsylvania 1993 — 1998
MSE, Process Engineering
University of Pennsylvania - The Wharton School 1993 — 1998
BS, Multinational Management
Other
Mt. Franklin Insurance Agency February 2010 - Present
Willis May 2005 - April 2011
AllianceBernstein 2004 - 2005
Marsh March 2002 - October 2004
Deutsche Bank 2000 - 2002
Iinvestglobal.com 1999 - 2000
Booz Allen and Hamilton 1998 - 2000
Booz Allen 1998 - 2000
Booz & Co 1998 - 2000
Skills
Technology, Business Strategy, Business Planning, Insurance, Commercial Insurance, Leadership, Project Management, Strategy, Business Process..., Change Management, Program Management, Customer Service, Risk Management, Cross-functional Team..., Mergers & Acquisitions, Management, Analysis, Team Building, Process Improvement
Education
University of Pennsylvania 1993 — 1998
MSE, Process Engineering
University of Pennsylvania - The Wharton School 1993 — 1998
BS, Multinational Management
Other
Igor Bazay's AllianceBernstein Experience June 2014 - August 2014
Job Equities Associate at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2014 - August 2014
Fortis New Media May 2013 - August 2013
ACCORDS Business Administration May 2012 - August 2012
Skills
Economics, Microsoft Word, Leadership, Analysis, Russian, Forecasting, Public Speaking
Education
The Wharton School, University of Pennsylvania 2011 — 2015
B.Sc in Economics, Magna Cum Laude, Finance Concentration
University of Pennsylvania 2011 — 2015
B.A in Political Science with Distinction, Magna Cum Laude, Comparative Politics Concentration
AllianceBernstein June 2014 - August 2014
Fortis New Media May 2013 - August 2013
ACCORDS Business Administration May 2012 - August 2012
Skills
Economics, Microsoft Word, Leadership, Analysis, Russian, Forecasting, Public Speaking
Education
The Wharton School, University of Pennsylvania 2011 — 2015
B.Sc in Economics, Magna Cum Laude, Finance Concentration
University of Pennsylvania 2011 — 2015
B.A in Political Science with Distinction, Magna Cum Laude, Comparative Politics Concentration
Lisa Piontnica Lisa Piontnica's AllianceBernstein Experience June 2013 - August 2013
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management June 2014 - Present
AllianceBernstein June 2013 - August 2013
PROSPERO Investments Limited (US Division) May 2012 - August 2012
The Law Firm of Allen L. Rothenberg June 2010 - August 2010
First Manhattan Co. July 2008 - August 2008
Skills
Word, Hebrew, PowerPoint, Bloomberg, Microsoft Publisher, Microsoft Excel, Competitive Analysis, Marketing, Editing, New Business Development, Management, Data Analysis, Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.) in Economics, Concentration in Management, Minor in Psychology
Bernstein Global Wealth Management June 2014 - Present
AllianceBernstein June 2013 - August 2013
PROSPERO Investments Limited (US Division) May 2012 - August 2012
The Law Firm of Allen L. Rothenberg June 2010 - August 2010
First Manhattan Co. July 2008 - August 2008
Skills
Word, Hebrew, PowerPoint, Bloomberg, Microsoft Publisher, Microsoft Excel, Competitive Analysis, Marketing, Editing, New Business Development, Management, Data Analysis, Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.) in Economics, Concentration in Management, Minor in Psychology
Jeffery C Smith Jeffery C Smith's AllianceBernstein Experience February 2000 - December 2004
Job Senior Regional Vice President, Wholesaling FI
Industry Investment Management
Experience
Wholesaler January 2014 - Present
New York Life, Mainstay Asset Management January 2005 - November 2012
AllianceBernstein February 2000 - December 2004
Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Fixed Income, Separately Managed..., Variable Annuities, Insurance, Closed-end Funds, Public Speaking, Sales, Investment Advisory, Financial Services, Series 63, Series 6, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management, Series 24, Series 65, ETFs
Education
University of Oregon
BS, College of Finance and Marketing, Marketing
Wholesaler January 2014 - Present
New York Life, Mainstay Asset Management January 2005 - November 2012
AllianceBernstein February 2000 - December 2004
Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Fixed Income, Separately Managed..., Variable Annuities, Insurance, Closed-end Funds, Public Speaking, Sales, Investment Advisory, Financial Services, Series 63, Series 6, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management, Series 24, Series 65, ETFs
Education
University of Oregon
BS, College of Finance and Marketing, Marketing
Ian Gordon Ian Gordon's AllianceBernstein Experience 2007 - 2009
Job Vice President / Research Analyst at Sanford C. Bernstein
Industry Investment Management
Experience
Sanford C. Bernstein 2014 - Present
S&P Capital IQ 2012 - 2014
Sanford C. Bernstein 2011 - 2011
Sanford C. Bernstein 2009 - 2010
AllianceBernstein 2007 - 2009
Sanford C. Bernstein 2002 - 2007
Credit Suisse 1999 - 2002
ING Baring Furman Selz 1996 - 1999
Skills
Stock Picking, Financial Modeling, Due Diligence, Financial Analysis, P&L, Balance, Financial Projections, Industry Analysis, Fundamental Analysis, Strategy, Competitive Analysis, Valuation, Investment Banking, Bloomberg, Finance, Equities, Investments, Asset Management, Equity Research
Education
University of Pennsylvania 1992 — 1996
BS Econ, BS Engineering, Finance, Systems Science Engineering
Sanford C. Bernstein 2014 - Present
S&P Capital IQ 2012 - 2014
Sanford C. Bernstein 2011 - 2011
Sanford C. Bernstein 2009 - 2010
AllianceBernstein 2007 - 2009
Sanford C. Bernstein 2002 - 2007
Credit Suisse 1999 - 2002
ING Baring Furman Selz 1996 - 1999
Skills
Stock Picking, Financial Modeling, Due Diligence, Financial Analysis, P&L, Balance, Financial Projections, Industry Analysis, Fundamental Analysis, Strategy, Competitive Analysis, Valuation, Investment Banking, Bloomberg, Finance, Equities, Investments, Asset Management, Equity Research
Education
University of Pennsylvania 1992 — 1996
BS Econ, BS Engineering, Finance, Systems Science Engineering
Allison Harr Allison Harr's AllianceBernstein Experience 2005 - 2007
Job Public Health Nurse at Mille Lacs Band of Ojibwe
Industry Hospital & Health Care
Experience
Mille Lacs Band of Ojibwe May 2010 - Present
Maternal Outcomes Matter.org 2012 - 2012
Zuni PHS Indian Hospital February 2009 - May 2010
AllianceBernstein 2005 - 2007
Education
University of Minnesota-Twin Cities 2007 — 2008
Viterbo University
Mille Lacs Band of Ojibwe May 2010 - Present
Maternal Outcomes Matter.org 2012 - 2012
Zuni PHS Indian Hospital February 2009 - May 2010
AllianceBernstein 2005 - 2007
Education
University of Minnesota-Twin Cities 2007 — 2008
Viterbo University
Brian Bae Brian Bae's AllianceBernstein Experience October 2007 - April 2009
Job Global Ops at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings May 2010 - Present
AvePoint September 2009 - March 2010
AllianceBernstein October 2007 - April 2009
University of Michigan February 2004 - April 2007
Focus: HOPE (non-profit) May 2004 - August 2004
Skills
Business Strategy, Fixed Income, Data Analysis, Finance, Portfolio Management, Management, Microsoft Excel, Microsoft Office
Education
University of Michigan 2003 — 2007
BA, Business
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor's, Business Administration
Livingston HS 1999 — 2003
Fitch Ratings May 2010 - Present
AvePoint September 2009 - March 2010
AllianceBernstein October 2007 - April 2009
University of Michigan February 2004 - April 2007
Focus: HOPE (non-profit) May 2004 - August 2004
Skills
Business Strategy, Fixed Income, Data Analysis, Finance, Portfolio Management, Management, Microsoft Excel, Microsoft Office
Education
University of Michigan 2003 — 2007
BA, Business
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor's, Business Administration
Livingston HS 1999 — 2003
Joseph DiMauro Joseph DiMauro's AllianceBernstein Experience March 2006 - March 2009
Job Wealth Strategist at Northern Trust
Industry Investment Management
Experience
Northern Trust November 2011 - Present
Consultant March 2009 - November 2011
AllianceBernstein March 2006 - March 2009
OppenheimerFunds November 1998 - March 2006
NBD May 1988 - November 1998
Skills
Sales Management, Retirement Plans, Investments, Retirement, Investment Management, Asset Management, Financial Advisory, Financial Services, Risk Management, Strategy, High Net Worth..., Finance, Wealth, Strategic Planning, Financial Markets, Employee Benefits, Sales, Retirement Planning
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Michigan 1982 — 1986
BA, Economics
Northern Trust November 2011 - Present
Consultant March 2009 - November 2011
AllianceBernstein March 2006 - March 2009
OppenheimerFunds November 1998 - March 2006
NBD May 1988 - November 1998
Skills
Sales Management, Retirement Plans, Investments, Retirement, Investment Management, Asset Management, Financial Advisory, Financial Services, Risk Management, Strategy, High Net Worth..., Finance, Wealth, Strategic Planning, Financial Markets, Employee Benefits, Sales, Retirement Planning
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Michigan 1982 — 1986
BA, Economics
Matt Scarlata, CRPC Matt Scarlata, CRPC's AllianceBernstein Experience 1998 - 2005
Job Manager Sales & Distribution at Resource Securities(Alternative Investments)
Industry Financial Services
Experience
Resource Securities(Alternative Investments) January 2014 - Present
Equinox Fund Management, LLC September 2012 - November 2013
Equinox Fund Management, LLC March 2011 - September 2012
AXA Equitable July 2006 - September 2010
AllianceBernstein 1998 - 2005
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Investments, Selling, Management, Alternative Investments, Sales, Series 7, Sales Operations, Variable Annuities, Fixed Annuities, Series 6, Separately Managed..., Financial Services
Education
University of Pittsburgh
Resource Securities(Alternative Investments) January 2014 - Present
Equinox Fund Management, LLC September 2012 - November 2013
Equinox Fund Management, LLC March 2011 - September 2012
AXA Equitable July 2006 - September 2010
AllianceBernstein 1998 - 2005
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Investments, Selling, Management, Alternative Investments, Sales, Series 7, Sales Operations, Variable Annuities, Fixed Annuities, Series 6, Separately Managed..., Financial Services
Education
University of Pittsburgh
Alissa Dumsch's AllianceBernstein Experience July 2002 - March 2005
Job Morgan Stanley Investment Management Intermediary Channel Marketing
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2012 - Present
Co-op Board January 2007 - January 2010
Morgan Stanley March 2005 - June 2009
AllianceBernstein July 2002 - March 2005
Abercrombie & Fitch May 2001 - December 2001
Skills
Program Management, Marketing, Investments, Management, Business Development, Asset Managment, Fixed Income, Proposal Writing, Hedge Funds, Investment Management, Alternative Investments, Asset Management, Mutual Funds, Capital Markets, Asset Allocation
Education
Wellesley College 1997 — 2001
B.A., English, Art History
University of Oxford
English Language and Literature, General
Morgan Stanley Investment Management January 2012 - Present
Co-op Board January 2007 - January 2010
Morgan Stanley March 2005 - June 2009
AllianceBernstein July 2002 - March 2005
Abercrombie & Fitch May 2001 - December 2001
Skills
Program Management, Marketing, Investments, Management, Business Development, Asset Managment, Fixed Income, Proposal Writing, Hedge Funds, Investment Management, Alternative Investments, Asset Management, Mutual Funds, Capital Markets, Asset Allocation
Education
Wellesley College 1997 — 2001
B.A., English, Art History
University of Oxford
English Language and Literature, General
Blair Bolles Blair Bolles's AllianceBernstein Experience August 2010 - July 2011
Job Technical Writer at 9/11 Memorial
Industry Writing and Editing
Experience
9/11 Memorial and Museum October 2014 - March 2015
FYI Online Learning November 2012 - February 2013
Regeneron Pharmaceuticals October 2011 - May 2012
AllianceBernstein August 2010 - July 2011
PSEG December 2009 - January 2010
White & Case September 2005 - November 2008
UBS March 2005 - July 2005
Federal Reserve Bank of New York February 2005 - March 2005
Deutsche Bank December 2004 - January 2005
Federal Reserve Bank of New York September 2004 - October 2004
Skills
Technical Writing, Editing, Publications, Proofreading, Copy Editing, Content Development, Software Documentation, Web Content, Visio, Program Management, Research, Publishing, Blogging, Editorial, Newsletters
Education
University of Pennsylvania
M.A., English
Washington University in St. Louis
AB, English
9/11 Memorial and Museum October 2014 - March 2015
FYI Online Learning November 2012 - February 2013
Regeneron Pharmaceuticals October 2011 - May 2012
AllianceBernstein August 2010 - July 2011
PSEG December 2009 - January 2010
White & Case September 2005 - November 2008
UBS March 2005 - July 2005
Federal Reserve Bank of New York February 2005 - March 2005
Deutsche Bank December 2004 - January 2005
Federal Reserve Bank of New York September 2004 - October 2004
Skills
Technical Writing, Editing, Publications, Proofreading, Copy Editing, Content Development, Software Documentation, Web Content, Visio, Program Management, Research, Publishing, Blogging, Editorial, Newsletters
Education
University of Pennsylvania
M.A., English
Washington University in St. Louis
AB, English
Lucas Ortega's AllianceBernstein Experience October 2004 - November 2008
Job Corporate Governance / Legal Affairs
Industry Legal Services
Experience
BNY Mellon November 2014 - April 2015
American International Group March 2010 - October 2014
Deutsche Asset Management September 2009 - February 2010
MF Global August 2009 - September 2009
AllianceBernstein October 2004 - November 2008
Legal Support Personnel / Access Staffing December 2003 - September 2004
CT Corporation August 1998 - November 2002
Richards Kibbe & Orbe LLP August 1997 - July 1998
World Health Communications January 1996 - July 1997
Skills
Management, Corporate Governance, Risk Management, Board Governance, Business Ethics, Shareholder Protection, Shareholder Agreements, Annual Meetings, Proxy Statements, Legal Compliance, Legal Writing, Legal Documents, Document Drafting, Document Review, Public Companies, Private Companies, Certifications, Licensing, Non-profit Boards, Legal Research, Due Diligence, Litigation Support, Pro Bono, Political Science, Information Governance, Mergers & Acquisitions, Litigation, Corporate Law, Hedge Funds, SEC Filings
Education
University of Michigan 1989 — 1993
B.A., History, Political Science
Midwood High School at Brooklyn College 1985 — 1989
Diploma, Humanities
BNY Mellon November 2014 - April 2015
American International Group March 2010 - October 2014
Deutsche Asset Management September 2009 - February 2010
MF Global August 2009 - September 2009
AllianceBernstein October 2004 - November 2008
Legal Support Personnel / Access Staffing December 2003 - September 2004
CT Corporation August 1998 - November 2002
Richards Kibbe & Orbe LLP August 1997 - July 1998
World Health Communications January 1996 - July 1997
Skills
Management, Corporate Governance, Risk Management, Board Governance, Business Ethics, Shareholder Protection, Shareholder Agreements, Annual Meetings, Proxy Statements, Legal Compliance, Legal Writing, Legal Documents, Document Drafting, Document Review, Public Companies, Private Companies, Certifications, Licensing, Non-profit Boards, Legal Research, Due Diligence, Litigation Support, Pro Bono, Political Science, Information Governance, Mergers & Acquisitions, Litigation, Corporate Law, Hedge Funds, SEC Filings
Education
University of Michigan 1989 — 1993
B.A., History, Political Science
Midwood High School at Brooklyn College 1985 — 1989
Diploma, Humanities
Blake Darling Blake Darling's AllianceBernstein Experience March 2010 - December 2010
Job Product Manager at Adobe
Industry Computer Software
Experience
Adobe September 2014 - Present
Aviary Inc May 2014 - September 2014
Aviary Inc October 2012 - May 2014
ZocDoc December 2010 - October 2012
AllianceBernstein March 2010 - December 2010
Shanghai High School, International Division September 2008 - July 2009
United States Federal Courts, Eastern District of Michigan June 2007 - August 2007
Skills
Start-ups, Data Analysis, Account Management, Project Management, Business Development, Social Media, User Experience, Product Management, Analytics, Strategy, Usability Testing, Product Development
Education
University of Michigan 2004 — 2008
Bachelors of Arts, Comparative Literature, Spanish, and Global Media Studies
Greenhills School 1997 — 2004
Adobe September 2014 - Present
Aviary Inc May 2014 - September 2014
Aviary Inc October 2012 - May 2014
ZocDoc December 2010 - October 2012
AllianceBernstein March 2010 - December 2010
Shanghai High School, International Division September 2008 - July 2009
United States Federal Courts, Eastern District of Michigan June 2007 - August 2007
Skills
Start-ups, Data Analysis, Account Management, Project Management, Business Development, Social Media, User Experience, Product Management, Analytics, Strategy, Usability Testing, Product Development
Education
University of Michigan 2004 — 2008
Bachelors of Arts, Comparative Literature, Spanish, and Global Media Studies
Greenhills School 1997 — 2004
Jeff Gregorio Jeff Gregorio's AllianceBernstein Experience July 2004 - February 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Bernstein Global Wealth Management July 2004 - February 2013
AllianceBernstein July 2004 - February 2013
Skills
Asset Managment, Charitable Gift Planning, Charitable Trusts, College Savings Plans, Concentrated Stock..., Dynamic Asset Allocation, Equity Trading, Financial Advisory, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, High Net Worth..., Intergenerational..., Investment Advisory, Investment Management, Municipal Bonds, Personal Finance, Retirement Benefits, Retirement Planning, Retirement Savings, Strategic Partnerships, Wealth Accumulation..., Wealth Management, Asset Management, Strategic Financial..., Asset Allocation, Alternative Investments, Institutional..., Wealth Management..., Private Equity, Securities, Trading, Equity Research, Series 63, Investments, Wealth, Mutual Funds, Tax, Hedge Funds, ETFs, Investment Strategies, Portfolio Management, Investment Banking, Bonds, Equities, Estate Planning, Finance, Capital Markets
Education
University of Pennsylvania 1996 — 2001
BA, International Relations
Merrill Lynch April 2013 - Present
Bernstein Global Wealth Management July 2004 - February 2013
AllianceBernstein July 2004 - February 2013
Skills
Asset Managment, Charitable Gift Planning, Charitable Trusts, College Savings Plans, Concentrated Stock..., Dynamic Asset Allocation, Equity Trading, Financial Advisory, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, High Net Worth..., Intergenerational..., Investment Advisory, Investment Management, Municipal Bonds, Personal Finance, Retirement Benefits, Retirement Planning, Retirement Savings, Strategic Partnerships, Wealth Accumulation..., Wealth Management, Asset Management, Strategic Financial..., Asset Allocation, Alternative Investments, Institutional..., Wealth Management..., Private Equity, Securities, Trading, Equity Research, Series 63, Investments, Wealth, Mutual Funds, Tax, Hedge Funds, ETFs, Investment Strategies, Portfolio Management, Investment Banking, Bonds, Equities, Estate Planning, Finance, Capital Markets
Education
University of Pennsylvania 1996 — 2001
BA, International Relations
Kelly Lazur Kelly Lazur's AllianceBernstein Experience November 2000 - July 2003
Job Senior Premium Auditor at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual Insurance January 2014 - Present
Overland Solutions June 2013 - January 2014
AIG December 2005 - May 2013
Overland Solutions May 2004 - December 2005
AllianceBernstein November 2000 - July 2003
Skills
Sarbanes-Oxley Act, Microsoft Office, Mergers, Sarbanes-Oxley, Process Improvement, Microsoft Excel, Strategic Planning, Claim, Risk Management, Insurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Customer Service, Auditing, Liability, Legal Liability, Underwriting, Mergers & Acquisitions, Reinsurance, PowerPoint, Commercial Lines, General Insurance, Analysis, Financial Analysis, Accounting, Access, Leadership Development, Social Media Marketing
Education
University of Phoenix 2009 — 2010
MBA
Liberty Mutual Insurance January 2014 - Present
Overland Solutions June 2013 - January 2014
AIG December 2005 - May 2013
Overland Solutions May 2004 - December 2005
AllianceBernstein November 2000 - July 2003
Skills
Sarbanes-Oxley Act, Microsoft Office, Mergers, Sarbanes-Oxley, Process Improvement, Microsoft Excel, Strategic Planning, Claim, Risk Management, Insurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Customer Service, Auditing, Liability, Legal Liability, Underwriting, Mergers & Acquisitions, Reinsurance, PowerPoint, Commercial Lines, General Insurance, Analysis, Financial Analysis, Accounting, Access, Leadership Development, Social Media Marketing
Education
University of Phoenix 2009 — 2010
MBA
Eric Hewitt Eric Hewitt's AllianceBernstein Experience September 1999 - April 2009
Job
Industry Financial Services
Experience
OppenheimerFunds March 2013 - Present
Columbia Management September 2012 - February 2013
Diamondback/Harbor Watch Capital September 2009 - July 2012
AllianceBernstein September 1999 - April 2009
Lehman Brothers June 1994 - June 1998
Skills
Portfolio Management, Product Development, Research Management, Equities, Equity Research, Equity Research Analysis, Product Management, Investment Banking, Investment Management, Asset Management, Strategy
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Finance
University of Wisconsin-Madison 1989 — 1993
BA, International Relations
OppenheimerFunds March 2013 - Present
Columbia Management September 2012 - February 2013
Diamondback/Harbor Watch Capital September 2009 - July 2012
AllianceBernstein September 1999 - April 2009
Lehman Brothers June 1994 - June 1998
Skills
Portfolio Management, Product Development, Research Management, Equities, Equity Research, Equity Research Analysis, Product Management, Investment Banking, Investment Management, Asset Management, Strategy
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Finance
University of Wisconsin-Madison 1989 — 1993
BA, International Relations
Corry Hyer, CIMA, CRPC Corry Hyer, CIMA, CRPC's AllianceBernstein Experience May 1998 - September 1998
Job External Wholesaler, VP, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2009 - Present
OppenheimerFunds September 2006 - November 2009
OppenheimerFunds 2003 - 2006
OppenheimerFunds June 1999 - 2002
AllianceBernstein May 1998 - September 1998
Asset Advisory Services- LPL Financial 1996 - 1998
Skills
Mutual Funds, Asset Allocation, Investments, Financial Services, Asset, Separately Managed..., Series 63, Series 7, Alternative Investments, Investment Strategies, 401k, Hedge Funds, Private Equity, Finance, Retirement Planning, CRM, Strategy, Leadership, Asset Management
Education
University of Rhode Island - College of Business Administration 1995 — 1999
B.S., Marketing, Finance
Saint Louis University 1998 — 1998
Semester Abroad, Finance/Spanish
Manhasset HS
Goldman Sachs November 2009 - Present
OppenheimerFunds September 2006 - November 2009
OppenheimerFunds 2003 - 2006
OppenheimerFunds June 1999 - 2002
AllianceBernstein May 1998 - September 1998
Asset Advisory Services- LPL Financial 1996 - 1998
Skills
Mutual Funds, Asset Allocation, Investments, Financial Services, Asset, Separately Managed..., Series 63, Series 7, Alternative Investments, Investment Strategies, 401k, Hedge Funds, Private Equity, Finance, Retirement Planning, CRM, Strategy, Leadership, Asset Management
Education
University of Rhode Island - College of Business Administration 1995 — 1999
B.S., Marketing, Finance
Saint Louis University 1998 — 1998
Semester Abroad, Finance/Spanish
Manhasset HS
Marcia L. Mohler's AllianceBernstein Experience September 1999 - August 2003
Job Regional Sales Consultant at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM) September 2014 - Present
Trust Company of the West 2014 - 2015
Tocqueville Asset Management February 2012 - September 2013
Bradford & Marzec, LLC June 2009 - October 2010
Evergreen Investments May 2006 - July 2007
GE/Genworth Financial November 2003 - June 2005
AllianceBernstein September 1999 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Investment Advisory, Investments, Hedge Funds, Fixed Income, Investment Strategies, Separately Managed..., Asset Managment, ETFs, Wealth Management, Series 63, Series 65, Dual Contract, National Accounts, Selling Agreement, Fusion Presentation...
Education
University of Phoenix
BSBA, Finance
University of Pennsylvania - The Wharton School
CIMA candidate - currently studying
University of Southern California
Beaumont Capital Management (BCM) September 2014 - Present
Trust Company of the West 2014 - 2015
Tocqueville Asset Management February 2012 - September 2013
Bradford & Marzec, LLC June 2009 - October 2010
Evergreen Investments May 2006 - July 2007
GE/Genworth Financial November 2003 - June 2005
AllianceBernstein September 1999 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Investment Advisory, Investments, Hedge Funds, Fixed Income, Investment Strategies, Separately Managed..., Asset Managment, ETFs, Wealth Management, Series 63, Series 65, Dual Contract, National Accounts, Selling Agreement, Fusion Presentation...
Education
University of Phoenix
BSBA, Finance
University of Pennsylvania - The Wharton School
CIMA candidate - currently studying
University of Southern California
Jung Seh Jung Seh's AllianceBernstein Experience December 2006 - December 2008
Job Retirement Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF January 2012 - August 2013
TIAA-CREF December 2009 - December 2011
AllianceBernstein December 2006 - December 2008
Skills
Financial Analysis, Financial Modeling, Retirement Planning, Investments, Interpersonal Skill, Communication, Problem Solving
Education
University of Maryland University College 2005 — 2008
Bachelor's degree, Finance, General
University of Maryland College Park 2000 — 2004
Biochemistry and Molecular Biology
CFP@ Enrolled
Series 7 & 66
TIAA-CREF September 2013 - Present
TIAA-CREF January 2012 - August 2013
TIAA-CREF December 2009 - December 2011
AllianceBernstein December 2006 - December 2008
Skills
Financial Analysis, Financial Modeling, Retirement Planning, Investments, Interpersonal Skill, Communication, Problem Solving
Education
University of Maryland University College 2005 — 2008
Bachelor's degree, Finance, General
University of Maryland College Park 2000 — 2004
Biochemistry and Molecular Biology
CFP@ Enrolled
Series 7 & 66
Mary Knight's AllianceBernstein Experience August 2013 - December 2013
Job Vice President of Investor Relations Private Equity group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley January 2014 - August 2015
AllianceBernstein August 2013 - December 2013
Sundvold Financial September 2010 - December 2012
American Century Investments May 2012 - August 2012
Office for Financial Success August 2010 - May 2012
Volunteer Income Tax Assistant January 2012 - April 2012
Voluntary Income Tax Assistant January 2011 - May 2011
Northwestern Mutual June 2010 - August 2010
Skills
Excel, Public Speaking, PowerPoint, Credit, Word, Outlook, Microsoft Office, Morningstar, PeopleSoft, Adobe, Customer Service, Product Marketing, Tax Returns, Microsoft Excel, Microsoft Word, Financial Analysis, Wealth Management, Insurance, Social Media, Finance, Leadership, Investments, Sales, Marketing, Facebook
Education
University of Missouri-Columbia 2008 — 2012
Financial Planning, MS/BS Finance
University de Bergamo 2010 — 2010
Finance
Morgan Stanley September 2015 - Present
Morgan Stanley January 2014 - August 2015
AllianceBernstein August 2013 - December 2013
Sundvold Financial September 2010 - December 2012
American Century Investments May 2012 - August 2012
Office for Financial Success August 2010 - May 2012
Volunteer Income Tax Assistant January 2012 - April 2012
Voluntary Income Tax Assistant January 2011 - May 2011
Northwestern Mutual June 2010 - August 2010
Skills
Excel, Public Speaking, PowerPoint, Credit, Word, Outlook, Microsoft Office, Morningstar, PeopleSoft, Adobe, Customer Service, Product Marketing, Tax Returns, Microsoft Excel, Microsoft Word, Financial Analysis, Wealth Management, Insurance, Social Media, Finance, Leadership, Investments, Sales, Marketing, Facebook
Education
University of Missouri-Columbia 2008 — 2012
Financial Planning, MS/BS Finance
University de Bergamo 2010 — 2010
Finance
David Allen, CFA's AllianceBernstein Experience January 2004 - November 2012
Job Institutional Director at Schroders
Industry Financial Services
Experience
Schroders September 2014 - Present
Carepool, Inc. November 2012 - Present
AllianceBernstein January 2004 - November 2012
Abacus Payment Systems August 2000 - November 2003
Skills
Capital Markets, Asset Managment, Alternative Investments, Equities, Investments, Portfolio Management, Hedge Funds, Finance, Trading, Asset Management, Fixed Income, Options, Business Development, Venture Capital, Funding, Private Equity
Education
University of Pennsylvania 1983 — 1987
BA, Economics
The Hill School 1979 — 1983
Prep
Schroders September 2014 - Present
Carepool, Inc. November 2012 - Present
AllianceBernstein January 2004 - November 2012
Abacus Payment Systems August 2000 - November 2003
Skills
Capital Markets, Asset Managment, Alternative Investments, Equities, Investments, Portfolio Management, Hedge Funds, Finance, Trading, Asset Management, Fixed Income, Options, Business Development, Venture Capital, Funding, Private Equity
Education
University of Pennsylvania 1983 — 1987
BA, Economics
The Hill School 1979 — 1983
Prep
Sarah Larsen Sarah Larsen's AllianceBernstein Experience April 2006 - March 2010
Job Director of West Coast Sales_HCP Packaging
Industry Cosmetics
Experience
HCP Packaging September 2010 - Present
Classic Cosmetics, Inc. April 2010 - August 2010
AllianceBernstein April 2006 - March 2010
Skills
Cosmetics, Product Development, Packaging, Personal Care, Beauty Industry, Fragrance, New Business Development, Sales Management, Consumer Products, Brand Management, Marketing Strategy, Brand Development, Product Marketing, Marketing, Raw Materials, Sales, Account Management
Education
University of New Hampshire 2001 — 2005
Communication and International Affairs
King and Low-Heywood Thomas School 1995 — 2001
HCP Packaging September 2010 - Present
Classic Cosmetics, Inc. April 2010 - August 2010
AllianceBernstein April 2006 - March 2010
Skills
Cosmetics, Product Development, Packaging, Personal Care, Beauty Industry, Fragrance, New Business Development, Sales Management, Consumer Products, Brand Management, Marketing Strategy, Brand Development, Product Marketing, Marketing, Raw Materials, Sales, Account Management
Education
University of New Hampshire 2001 — 2005
Communication and International Affairs
King and Low-Heywood Thomas School 1995 — 2001
Andrew Magnus, CFP® Andrew Magnus, CFP®'s AllianceBernstein Experience January 2000 - April 2006
Job Business Development Officer at Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab & Co., Inc. April 2006 - Present
AllianceBernstein January 2000 - April 2006
Education
University of Rhode Island 1993 — 1997
BS, Finance, Marketing
University of Rhode Island - College of Business Administration 1993 — 1997
Charles Schwab & Co., Inc. April 2006 - Present
AllianceBernstein January 2000 - April 2006
Education
University of Rhode Island 1993 — 1997
BS, Finance, Marketing
University of Rhode Island - College of Business Administration 1993 — 1997
Juan José López Delgado's AllianceBernstein Experience June 2014 - August 2014
Job Software Engineer at AB
Industry Computer Software
Experience
AB June 2015 - Present
AllianceBernstein June 2014 - August 2014
University of Pennsylvania May 2013 - June 2014
STEM Energy Optimization July 2012 - August 2012
University of Pennsylvania 2011 - 2012
SHARELOFT: Web Design Business 2008 - 2009
Skills
JavaScript, Java, Python, C, C++, Matlab, Problem Solving, Microsoft Office, Social Media, HTML, Ruby on Rails, Analytic Problem Solving, Spanish, Public Speaking, Web Development, CSS, English, Teaching, Photoshop, Qt
Education
University of Pennsylvania
Master of Science in Engineering (M.S.E.), Robotics
University of Pennsylvania
Bachelor of Science in Engineering (B.S.E.), Computer Science
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
St. Anne's School
IB Diploma - HS Degree
AB June 2015 - Present
AllianceBernstein June 2014 - August 2014
University of Pennsylvania May 2013 - June 2014
STEM Energy Optimization July 2012 - August 2012
University of Pennsylvania 2011 - 2012
SHARELOFT: Web Design Business 2008 - 2009
Skills
JavaScript, Java, Python, C, C++, Matlab, Problem Solving, Microsoft Office, Social Media, HTML, Ruby on Rails, Analytic Problem Solving, Spanish, Public Speaking, Web Development, CSS, English, Teaching, Photoshop, Qt
Education
University of Pennsylvania
Master of Science in Engineering (M.S.E.), Robotics
University of Pennsylvania
Bachelor of Science in Engineering (B.S.E.), Computer Science
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
St. Anne's School
IB Diploma - HS Degree
Lindsay Reiss Lindsay Reiss's AllianceBernstein Experience 2009 - 2011
Job Event Producer at Van Wyck & Van Wyck
Industry Events Services
Experience
Van Wyck & Van Wyck February 2011 - Present
AllianceBernstein 2009 - 2011
Goldman Sachs June 2008 - August 2008
Sunshine Sachs June 2007 - August 2007
BlackBook Media June 2006 - August 2006
Skills
Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Marketing and Corporate Strategy
Van Wyck & Van Wyck February 2011 - Present
AllianceBernstein 2009 - 2011
Goldman Sachs June 2008 - August 2008
Sunshine Sachs June 2007 - August 2007
BlackBook Media June 2006 - August 2006
Skills
Event Planning
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Marketing and Corporate Strategy
Livia Smith Livia Smith's AllianceBernstein Experience June 2005 - January 2011
Job Chief Operating Officer, Tortoise Investment Managment
Industry Financial Services
Experience
Tortoise Investment Management LLC January 2011 - Present
AllianceBernstein June 2005 - January 2011
AllianceBernstein August 2000 - June 2005
TradeOut.com February 2000 - August 2000
Douglas C. Lane & Associates 1995 - 1998
Skills
process design, process..., Cross-functional Team..., Portfolio Management, Process Improvement, Capital Markets, Leadership, Strategic Planning, Securities, Project Management, Financial Services, Investment Management, Asset Managment, Analysis, Equities, Team Management, Hedge Funds, Fixed Income, Investments, Alternative Investments, Mutual Funds, Internal Audit
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA
Tortoise Investment Management LLC January 2011 - Present
AllianceBernstein June 2005 - January 2011
AllianceBernstein August 2000 - June 2005
TradeOut.com February 2000 - August 2000
Douglas C. Lane & Associates 1995 - 1998
Skills
process design, process..., Cross-functional Team..., Portfolio Management, Process Improvement, Capital Markets, Leadership, Strategic Planning, Securities, Project Management, Financial Services, Investment Management, Asset Managment, Analysis, Equities, Team Management, Hedge Funds, Fixed Income, Investments, Alternative Investments, Mutual Funds, Internal Audit
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA
Harold Hughes Harold Hughes's AllianceBernstein Experience July 2011 - December 2013
Job Senior Vice President, Head of US Retail
Industry Investment Management
Experience
AllianceBernstein July 2011 - December 2013
AllianceBernstein August 2009 - December 2013
AllianceBernstein January 2010 - May 2011
AllianceBernstein August 2008 - August 2009
AllianceBernstein July 2004 - August 2008
Legg Mason September 1995 - November 2003
Lincoln Financial Group February 1994 - September 1995
Skills
Strategy, Wealth Management, Management, Financial Services, Negotiation, Sales Management, Private Clients, Retail, Hedge Funds, Alternative Investments, Asset Management, Equities, Fixed Income, Asset Allocation, Investment Management, Investments, Series 7, Capital Markets, Investment Strategies, Mutual Funds
Education
St. John's College (MD) 1980 — 1984
Bachelor of Arts (B.A.), Liberal Arts and Sciences
University of Pennsylvania - The Wharton School
Securities Industry Association
AllianceBernstein July 2011 - December 2013
AllianceBernstein August 2009 - December 2013
AllianceBernstein January 2010 - May 2011
AllianceBernstein August 2008 - August 2009
AllianceBernstein July 2004 - August 2008
Legg Mason September 1995 - November 2003
Lincoln Financial Group February 1994 - September 1995
Skills
Strategy, Wealth Management, Management, Financial Services, Negotiation, Sales Management, Private Clients, Retail, Hedge Funds, Alternative Investments, Asset Management, Equities, Fixed Income, Asset Allocation, Investment Management, Investments, Series 7, Capital Markets, Investment Strategies, Mutual Funds
Education
St. John's College (MD) 1980 — 1984
Bachelor of Arts (B.A.), Liberal Arts and Sciences
University of Pennsylvania - The Wharton School
Securities Industry Association
Jason Jesner Jason Jesner's AllianceBernstein Experience 2007 - 2008
Job Director of Global Middle Office at T Rowe Price
Industry Investment Management
Experience
T Rowe Price 2009 - Present
AllianceBernstein 2007 - 2008
Credit Suisse Asset Management 1989 - 2007
Credit Suisse 1989 - 2007
Skills
Accounting, Alternative Investments, Asset Management, Back Office, Client Service, Corporate Actions, Derivatives, Equities, Fixed Income, FX, Governence, Hedge Funds, Investment Operations, Market Practice, Market Data, Metrics, Mutual Funds, Offshoring, Operational Risk..., Operations Management, Outsourcing, Pricing, Process Improvement, Product Development, Reconciliation, Reference Data, Securities Operations, Security Refernce Data, Strategic Leadership, Trade Confirmation, Trade Settlement, Trade Support, Trading Systems, Transaction Processing, Valuation, Vendor Management, Lean Sigma, Strategic Planning, Best Practices, Data Management, Customer Service, Collateral Management, Trading, Securities, Risk Management, Settlement, Asset Managment, Middle Office, Financial Services, Account Reconciliation
Education
University of Rochester 1984 — 1988
BS, Economics
The Lawrenceville School 1980 — 1984
T Rowe Price 2009 - Present
AllianceBernstein 2007 - 2008
Credit Suisse Asset Management 1989 - 2007
Credit Suisse 1989 - 2007
Skills
Accounting, Alternative Investments, Asset Management, Back Office, Client Service, Corporate Actions, Derivatives, Equities, Fixed Income, FX, Governence, Hedge Funds, Investment Operations, Market Practice, Market Data, Metrics, Mutual Funds, Offshoring, Operational Risk..., Operations Management, Outsourcing, Pricing, Process Improvement, Product Development, Reconciliation, Reference Data, Securities Operations, Security Refernce Data, Strategic Leadership, Trade Confirmation, Trade Settlement, Trade Support, Trading Systems, Transaction Processing, Valuation, Vendor Management, Lean Sigma, Strategic Planning, Best Practices, Data Management, Customer Service, Collateral Management, Trading, Securities, Risk Management, Settlement, Asset Managment, Middle Office, Financial Services, Account Reconciliation
Education
University of Rochester 1984 — 1988
BS, Economics
The Lawrenceville School 1980 — 1984
Slava Breusov Slava Breusov's AllianceBernstein Experience June 2013 - Present
Job Investment Analyst, Value Equities at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2013 - Present
Skills
Emerging Markets, Equities, Investments, Asset Management, Hedge Funds, Equity Research, Valuation, Financial Modeling, Frontier Markets, Long/Short Equity, EMEA, MENA, Portfolio Management, Equity Research Analysis, Macroeconomics, Global Macro, Bloomberg, Capital Markets, Corporate Finance, Financial Markets, Risk Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
The Joint Vienna Institute 2000 — 2000
Siberian Academy of Public Administration 1993 — 1998
Bachelor of Arts (BA) / Master of Public Administration (MPA)
AllianceBernstein June 2013 - Present
Skills
Emerging Markets, Equities, Investments, Asset Management, Hedge Funds, Equity Research, Valuation, Financial Modeling, Frontier Markets, Long/Short Equity, EMEA, MENA, Portfolio Management, Equity Research Analysis, Macroeconomics, Global Macro, Bloomberg, Capital Markets, Corporate Finance, Financial Markets, Risk Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
The Joint Vienna Institute 2000 — 2000
Siberian Academy of Public Administration 1993 — 1998
Bachelor of Arts (BA) / Master of Public Administration (MPA)
Barbara Loughnane Barbara Loughnane's AllianceBernstein Experience August 2010 - Present
Job Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein August 2010 - Present
Goldman Sachs 1989 - 2009
Skills
Finance, Budgets, Analysis, Forecasting, Project Management, Management, Financial Analysis, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Investment Banking, Hedge Funds, Deferred Compensation, Financial Services, Equities, Investments, Risk Management, Performance Management, Private Equity, Capital Markets, Leadership, Compensation
Education
University of Pennsylvania 1983 — 1987
BS, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
AllianceBernstein August 2010 - Present
Goldman Sachs 1989 - 2009
Skills
Finance, Budgets, Analysis, Forecasting, Project Management, Management, Financial Analysis, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Investment Banking, Hedge Funds, Deferred Compensation, Financial Services, Equities, Investments, Risk Management, Performance Management, Private Equity, Capital Markets, Leadership, Compensation
Education
University of Pennsylvania 1983 — 1987
BS, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Matthew Frontino Matthew Frontino's AllianceBernstein Experience November 2014 - Present
Job Programmer/Analyst at AllianceBernstein
Industry Computer Software
Experience
AllianceBernstein November 2014 - Present
OpenLink Financial August 2010 - July 2014
eVero Corporation March 2010 - August 2010
4Kids Entertainment, Inc June 2007 - August 2008
Skills
C#, WinForms, WPF Development, Agile Methodologies, SQL, .NET, Subversion, Software Engineering, Databases, C, Visual Studio, Microsoft SQL Server, Java, Perl, Oracle, CVS, Document Management, Analysis, Scripting, Hard Worker, Determined, Tortoise SVN, Agile Testing, XML, Programming, Software Development, SDLC
Education
University of Massachusetts, Amherst 2004 — 2009
Bachelor of Science (B.S.), Mathematics and Statistics
Lawrence High School
High School Diploma
Lawrence High School
AllianceBernstein November 2014 - Present
OpenLink Financial August 2010 - July 2014
eVero Corporation March 2010 - August 2010
4Kids Entertainment, Inc June 2007 - August 2008
Skills
C#, WinForms, WPF Development, Agile Methodologies, SQL, .NET, Subversion, Software Engineering, Databases, C, Visual Studio, Microsoft SQL Server, Java, Perl, Oracle, CVS, Document Management, Analysis, Scripting, Hard Worker, Determined, Tortoise SVN, Agile Testing, XML, Programming, Software Development, SDLC
Education
University of Massachusetts, Amherst 2004 — 2009
Bachelor of Science (B.S.), Mathematics and Statistics
Lawrence High School
High School Diploma
Lawrence High School
Michael Hendifar, CFA Michael Hendifar, CFA's AllianceBernstein Experience March 2009 - July 2009
Job Corporate Finance and Accounting
Industry Investment Management
Experience
SSI Investment Management June 2009 - January 2015
AllianceBernstein March 2009 - July 2009
Froley, Revy Investment Co. 2007 - 2009
Skills
Bloomberg Terminal, Convertible Bonds, Bloomberg, Fixed Income, Alternative Investments, Investments, Portfolio Management, Derivatives, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Investment Management, Trading
Education
University of Miami 2004 — 2006
BS, Finance
SSI Investment Management June 2009 - January 2015
AllianceBernstein March 2009 - July 2009
Froley, Revy Investment Co. 2007 - 2009
Skills
Bloomberg Terminal, Convertible Bonds, Bloomberg, Fixed Income, Alternative Investments, Investments, Portfolio Management, Derivatives, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Investment Management, Trading
Education
University of Miami 2004 — 2006
BS, Finance
Kristin Nwobu Kristin Nwobu's AllianceBernstein Experience April 2008 - September 2009
Job PR Specialist
Industry Public Relations and Communications
Experience
The Way IN, LLC August 2011 - Present
Shaken Together, A NJ Non-Profit August 2010 - Present
AllianceBernstein April 2008 - September 2009
Education
University of Pennsylvania 2003 — 2007
BA, Psychology
University of Pennsylvania 2003 — 2007
The Pingry School
The Way IN, LLC August 2011 - Present
Shaken Together, A NJ Non-Profit August 2010 - Present
AllianceBernstein April 2008 - September 2009
Education
University of Pennsylvania 2003 — 2007
BA, Psychology
University of Pennsylvania 2003 — 2007
The Pingry School
Lauren Larson's AllianceBernstein Experience August 2014 - 2015
Job Marketing Operations Professional
Industry Financial Services
Experience
New York, NY 2015 - Present
AllianceBernstein August 2014 - 2015
AllianceBernstein January 2011 - July 2014
AllianceBernstein November 2006 - March 2011
Skills
Marketing Communications, Project Management, Budgets, Email Marketing, Project Planning, Project Coordination, Marketing Strategy, Marketing..., Vendor Management, Marketing, Social Media, Sales, Advertising, Marketing Operations, Budget Management, Project Implementation, Relationship Management, Relationship Building, Resource Management
Education
University of Notre Dame
Bachelor’s Degree, English, Marketing
New York, NY 2015 - Present
AllianceBernstein August 2014 - 2015
AllianceBernstein January 2011 - July 2014
AllianceBernstein November 2006 - March 2011
Skills
Marketing Communications, Project Management, Budgets, Email Marketing, Project Planning, Project Coordination, Marketing Strategy, Marketing..., Vendor Management, Marketing, Social Media, Sales, Advertising, Marketing Operations, Budget Management, Project Implementation, Relationship Management, Relationship Building, Resource Management
Education
University of Notre Dame
Bachelor’s Degree, English, Marketing
Brian Schimpf, CFA Brian Schimpf, CFA's AllianceBernstein Experience April 2013 - June 2015
Job Investment Professional | Analytics and Planning for High Net Worth
Industry Investment Management
Experience
In Transition July 2015 - Present
AllianceBernstein April 2013 - June 2015
AllianceBernstein September 2010 - March 2013
Berthel Fisher & Company Financial Services, Inc. January 2006 - August 2010
Beltz Real Estate October 2005 - August 2010
Skills
Asset Allocation, Equities, Equity Research, Estate Planning, Finance, Financial Advisory, Fixed Income, Hedge Funds, Wealth Management..., Asset Management, Financial Analysis, Financial Modeling, Wealth Management
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance, General
Wake Forest University
Bachelor of Arts (B.A.), Economics and English
In Transition July 2015 - Present
AllianceBernstein April 2013 - June 2015
AllianceBernstein September 2010 - March 2013
Berthel Fisher & Company Financial Services, Inc. January 2006 - August 2010
Beltz Real Estate October 2005 - August 2010
Skills
Asset Allocation, Equities, Equity Research, Estate Planning, Finance, Financial Advisory, Fixed Income, Hedge Funds, Wealth Management..., Asset Management, Financial Analysis, Financial Modeling, Wealth Management
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance, General
Wake Forest University
Bachelor of Arts (B.A.), Economics and English
Nelson Yu's AllianceBernstein Experience January 2014 - Present
Job Portfolio Manager and Co Head of Quantitative Research Equities
Industry Investment Management
Experience
AllianceBernstein January 2014 - Present
AllianceBernstein January 2010 - Present
AllianceBernstein May 2001 - December 2009
Sanford C. Bernstein & Co, Inc. January 1997 - May 2001
Grant Thornton, LLP August 1993 - January 1997
Skills
Financial Risk, Product Development, Equity Research, Currency, Portfolio Optimization, Portfolio Management, Quantitative Finance, Global Equities, Emerging Markets, Equities, Asset Management, Investments, Investment Management, Capital Markets, Valuation, Financial Modeling, Risk Management, Bloomberg, Quantitative Investing, FX Options, Quantitative Analytics, Alternative Investments, Asset Allocation, Investment Strategies
Education
University of Pennsylvania 1989 — 1993
BS/BSc
AllianceBernstein January 2014 - Present
AllianceBernstein January 2010 - Present
AllianceBernstein May 2001 - December 2009
Sanford C. Bernstein & Co, Inc. January 1997 - May 2001
Grant Thornton, LLP August 1993 - January 1997
Skills
Financial Risk, Product Development, Equity Research, Currency, Portfolio Optimization, Portfolio Management, Quantitative Finance, Global Equities, Emerging Markets, Equities, Asset Management, Investments, Investment Management, Capital Markets, Valuation, Financial Modeling, Risk Management, Bloomberg, Quantitative Investing, FX Options, Quantitative Analytics, Alternative Investments, Asset Allocation, Investment Strategies
Education
University of Pennsylvania 1989 — 1993
BS/BSc
Naveen Harjani's AllianceBernstein Experience May 2007 - Present
Job IT Web Architect at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2007 - Present
Ambac Financial Group January 2003 - May 2007
Compunnel Software Group May 2000 - December 2002
Xansa (formerly IIS Infotech) May 1998 - May 2000
Syntel 1996 - 1998
Nucleus Software 1994 - 1996
Skills
Microsoft SQL Server, Requirements Analysis, ETL, Software Project..., Analysis, .NET, Program Management, Data Warehousing, SQL Server, XML, Research, SDLC, Data Mining, Analytics, Bloomberg Data License, Market Data, WCF Services, ASP.NET MVC, ASP.NET, C#, SSRS, SSIS, Bloomberg Terminal, Data Analytics, Financial Services, XBRL, rixml, Investment Banking, Data Modeling, IT Strategy, Securities
Education
University of Mumbai
Bahelors in Engineering, Electronics
AllianceBernstein May 2007 - Present
Ambac Financial Group January 2003 - May 2007
Compunnel Software Group May 2000 - December 2002
Xansa (formerly IIS Infotech) May 1998 - May 2000
Syntel 1996 - 1998
Nucleus Software 1994 - 1996
Skills
Microsoft SQL Server, Requirements Analysis, ETL, Software Project..., Analysis, .NET, Program Management, Data Warehousing, SQL Server, XML, Research, SDLC, Data Mining, Analytics, Bloomberg Data License, Market Data, WCF Services, ASP.NET MVC, ASP.NET, C#, SSRS, SSIS, Bloomberg Terminal, Data Analytics, Financial Services, XBRL, rixml, Investment Banking, Data Modeling, IT Strategy, Securities
Education
University of Mumbai
Bahelors in Engineering, Electronics
Rori Scheinert's AllianceBernstein Experience November 2006 - Present
Job Senior Audit
Industry Financial Services
Experience
AllianceBernstein November 2006 - Present
Education
University of Rochester
AllianceBernstein November 2006 - Present
Education
University of Rochester
Ranji Nagaswami's AllianceBernstein Experience November 1999 - February 2009
Job Senior Advisor at Corsair Capital
Industry Investment Management
Experience
Corsair Capital June 2014 - Present
Yale School of Management March 2014 - June 2014
Bridgewater Associates September 2012 - April 2013
City of New York August 2010 - August 2012
AllianceBernstein November 1999 - February 2009
UBS Asset Management June 1986 - October 1999
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Managment, Management, Business Strategy, Asset Management, Investment Management, Asset Allocation, Capital Markets
Education
Yale University - Yale School of Management 1984 — 1986
Master of Business Administration (MBA)
University of Mumbai 1981 — 1984
BCom, Business
Corsair Capital June 2014 - Present
Yale School of Management March 2014 - June 2014
Bridgewater Associates September 2012 - April 2013
City of New York August 2010 - August 2012
AllianceBernstein November 1999 - February 2009
UBS Asset Management June 1986 - October 1999
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Managment, Management, Business Strategy, Asset Management, Investment Management, Asset Allocation, Capital Markets
Education
Yale University - Yale School of Management 1984 — 1986
Master of Business Administration (MBA)
University of Mumbai 1981 — 1984
BCom, Business
Jerry Madden's AllianceBernstein Experience May 1994 - September 2002
Job Senior Financial Advisor at Langdon Ford Financial
Industry Financial Services
Experience
Allied Wealth Partners May 2004 - Present
Neuberger Berman September 2002 - May 2004
AllianceBernstein May 1994 - September 2002
Skills
Retirement Planning, Investments, Estate Planning, Securities, Insurance, Portfolio Management, Financial Services, Finance, Investment Strategies, Disability Insurance, Small Business, Life Insurance, Valuation, Long Term Care Insurance, Tax, Business Strategy, Personal Finance, FINRA, Financial Goals, Analysis
Education
University of Richmond 1990 — 1994
Bachelors of Science, Finance, Marketing
University of Richmond - Robins School of Business 1990 — 1994
Bachelor of Science (B.S.), Finance and Marketing
Allied Wealth Partners May 2004 - Present
Neuberger Berman September 2002 - May 2004
AllianceBernstein May 1994 - September 2002
Skills
Retirement Planning, Investments, Estate Planning, Securities, Insurance, Portfolio Management, Financial Services, Finance, Investment Strategies, Disability Insurance, Small Business, Life Insurance, Valuation, Long Term Care Insurance, Tax, Business Strategy, Personal Finance, FINRA, Financial Goals, Analysis
Education
University of Richmond 1990 — 1994
Bachelors of Science, Finance, Marketing
University of Richmond - Robins School of Business 1990 — 1994
Bachelor of Science (B.S.), Finance and Marketing
Matthew Vlahovich's AllianceBernstein Experience July 2007 - July 2011
Job Associate RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2013 - Present
AllianceBernstein July 2007 - July 2011
Tanaka Capital Management, Inc. 2004 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
Carleton College
Bachelor of Arts, Economics
RBC Capital Markets July 2013 - Present
AllianceBernstein July 2007 - July 2011
Tanaka Capital Management, Inc. 2004 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
Carleton College
Bachelor of Arts, Economics
Jared Marcus's AllianceBernstein Experience May 2013 - Present
Job Real Estate Investment Associate for Commercial Real Estate Lending at AllianceBernstein
Industry Real Estate
Experience
AllianceBernstein May 2013 - Present
Gramercy Capital Corp January 2012 - March 2013
Gramercy Capital Corp May 2009 - December 2011
Gramercy Capital Corp August 2007 - May 2009
Skills
Financial Modeling, Real Estate, Capital Markets, Structured Finance, Valuation, Commercial Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelors in Business Administration, Finance
AllianceBernstein May 2013 - Present
Gramercy Capital Corp January 2012 - March 2013
Gramercy Capital Corp May 2009 - December 2011
Gramercy Capital Corp August 2007 - May 2009
Skills
Financial Modeling, Real Estate, Capital Markets, Structured Finance, Valuation, Commercial Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelors in Business Administration, Finance
Beth Kolesar Connolly's AllianceBernstein Experience June 1999 - January 2003
Job 7th Grade Math Teacher at Blind Brook Middle School
Industry Primary/Secondary Education
Experience
Blind Brook Middle School September 2003 - Present
AllianceBernstein June 1999 - January 2003
Sanford C. Bernstein 1999 - 2002
Education
University of Richmond 1995 — 1999
BA, Mathematics
Greenwich Academy 1991 — 1995
High School Diploma
Blind Brook Middle School September 2003 - Present
AllianceBernstein June 1999 - January 2003
Sanford C. Bernstein 1999 - 2002
Education
University of Richmond 1995 — 1999
BA, Mathematics
Greenwich Academy 1991 — 1995
High School Diploma
Dana Kaplan's AllianceBernstein Experience 2004 - 2012
Job Sr. Technical Writer / Business Process Analyst / Project Manager / Trainer
Industry Information Technology and Services
Experience
SunGard - Wall Street Concepts October 2012 - Present
AllianceBernstein 2004 - 2012
Essential Data Corporation 1998 - 2003
Skills
Business Process..., Business Analysis, Project Management, Technical Writing, Risk Management, SharePoint, Content Management, Strategic Planning, Fixed Income, Equities, SDLC, Analysis, Visio, Editor, Financial Writer, FMEA, SIPOC, Process Flow..., Microsoft Office, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Captivate, Adobe Robohelp, MS Project, Camtasia, Captivate, Agile Project Management, Numara Footprints, Atlassian JIRA, Financial Services, Asset Management, Management
Education
University of Pennsylvania - The Wharton School
MBA, Marketing & Finance
University of Pennsylvania
Bachelor of Science (BS), Economics
SunGard - Wall Street Concepts October 2012 - Present
AllianceBernstein 2004 - 2012
Essential Data Corporation 1998 - 2003
Skills
Business Process..., Business Analysis, Project Management, Technical Writing, Risk Management, SharePoint, Content Management, Strategic Planning, Fixed Income, Equities, SDLC, Analysis, Visio, Editor, Financial Writer, FMEA, SIPOC, Process Flow..., Microsoft Office, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Captivate, Adobe Robohelp, MS Project, Camtasia, Captivate, Agile Project Management, Numara Footprints, Atlassian JIRA, Financial Services, Asset Management, Management
Education
University of Pennsylvania - The Wharton School
MBA, Marketing & Finance
University of Pennsylvania
Bachelor of Science (BS), Economics
Tom Edwards's AllianceBernstein Experience August 2007 - January 2011
Job Director Digital Enablement (Marketing Automation and Email) at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2014 - Present
PIMCO January 2011 - October 2014
AllianceBernstein August 2007 - January 2011
UK Trade and Investment January 2006 - August 2007
UK Trade & Investment (UKTI) January 2004 - January 2006
UK Trade & Investment (UKTI) December 2000 - January 2004
Hochtief 1995 - 2000
Skills
Online Marketing, Email Marketing, Web Analytics, SEO, HTML, Digital Strategy, Omniture, Google Analytics, Online Advertising, User Experience, Content Management, CMS, Information Architecture, User Interface Design, Email Design, Social Media, CRM, Competitive Analysis, Silverpop, ExactTarget, Tableau, Dreamweaver, WebTrends, Photoshop, Illustrator, Fireworks, Newsletters, Strategy, Marketing, Project Management, Web Content Management, Advertising, Web Project Management, Digital Media, Content Strategy, E-commerce, Analytics, Management, litmus, Hootsuite, Digital Marketing, PPC, Social Media Marketing, Content Development
Education
University of Portsmouth 1995 — 1999
BEng (Hons), Civil Engineering
Prudential Financial October 2014 - Present
PIMCO January 2011 - October 2014
AllianceBernstein August 2007 - January 2011
UK Trade and Investment January 2006 - August 2007
UK Trade & Investment (UKTI) January 2004 - January 2006
UK Trade & Investment (UKTI) December 2000 - January 2004
Hochtief 1995 - 2000
Skills
Online Marketing, Email Marketing, Web Analytics, SEO, HTML, Digital Strategy, Omniture, Google Analytics, Online Advertising, User Experience, Content Management, CMS, Information Architecture, User Interface Design, Email Design, Social Media, CRM, Competitive Analysis, Silverpop, ExactTarget, Tableau, Dreamweaver, WebTrends, Photoshop, Illustrator, Fireworks, Newsletters, Strategy, Marketing, Project Management, Web Content Management, Advertising, Web Project Management, Digital Media, Content Strategy, E-commerce, Analytics, Management, litmus, Hootsuite, Digital Marketing, PPC, Social Media Marketing, Content Development
Education
University of Portsmouth 1995 — 1999
BEng (Hons), Civil Engineering
Scott Weiner's AllianceBernstein Experience 2002 - 2004
Job Portfolio Manager and Head of ETP Quantitative Strategy at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group November 2014 - Present
VelocityShares 2011 - Present
Deutsche Bank January 2005 - March 2012
AllianceBernstein 2002 - 2004
Oliver Wyman 1996 - 2002
Skills
Derivatives, Fixed Income, Hedge Funds, Equities, Structured Products, Bloomberg, Investment Banking, Alternative Investments, Equity Derivatives, Volatility, Capital Markets
Education
University of Oxford 1994 — 2000
DPhil, Finance/Economics
University of Pennsylvania 1990 — 1994
BS, Finance
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Finance
Syosset High School
Janus Capital Group November 2014 - Present
VelocityShares 2011 - Present
Deutsche Bank January 2005 - March 2012
AllianceBernstein 2002 - 2004
Oliver Wyman 1996 - 2002
Skills
Derivatives, Fixed Income, Hedge Funds, Equities, Structured Products, Bloomberg, Investment Banking, Alternative Investments, Equity Derivatives, Volatility, Capital Markets
Education
University of Oxford 1994 — 2000
DPhil, Finance/Economics
University of Pennsylvania 1990 — 1994
BS, Finance
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Finance
Syosset High School
Bill Baird's AllianceBernstein Experience March 1994 - June 2011
Job Director, Estabrook Capital Management LLC
Industry Investment Management
Experience
Estabrook Capital Management LLC January 2012 - Present
AllianceBernstein March 1994 - June 2011
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Michigan 1988 — 1992
BA, Philosophy
Deerfield Academy 1984 — 1988
Estabrook Capital Management LLC January 2012 - Present
AllianceBernstein March 1994 - June 2011
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Michigan 1988 — 1992
BA, Philosophy
Deerfield Academy 1984 — 1988
Andrew Rondepierre's AllianceBernstein Experience January 1994 - May 2004
Job Marketing Communications and Client Service at Pzena Investment Management
Industry Financial Services
Experience
Pzena Investment Management December 2012 - Present
Stux Capital Management LLC September 2011 - December 2012
Corbin Capital Partners September 2008 - August 2011
Evercore Asset Management September 2005 - September 2008
Credit Suisse Asset Management May 2004 - September 2005
AllianceBernstein January 1994 - May 2004
Sanford C. Bernstein & Co., Inc. January 1994 - April 2004
Skills
Product Marketing, Marketing Communications, Product Management, Integrated Marketing, Marketing Strategy, Marketing, CRM, Project Management, Leadership, Management, Asset Management, Strategy, Financial Services
Education
University of Maryland College Park
B.S., Journalism
Pzena Investment Management December 2012 - Present
Stux Capital Management LLC September 2011 - December 2012
Corbin Capital Partners September 2008 - August 2011
Evercore Asset Management September 2005 - September 2008
Credit Suisse Asset Management May 2004 - September 2005
AllianceBernstein January 1994 - May 2004
Sanford C. Bernstein & Co., Inc. January 1994 - April 2004
Skills
Product Marketing, Marketing Communications, Product Management, Integrated Marketing, Marketing Strategy, Marketing, CRM, Project Management, Leadership, Management, Asset Management, Strategy, Financial Services
Education
University of Maryland College Park
B.S., Journalism
Robert Milne's AllianceBernstein Experience November 2012 - Present
Job Vice President, AllianceBernstein Real Estate
Industry Real Estate
Experience
AllianceBernstein November 2012 - Present
Vornado Realty Trust May 2009 - October 2012
Morgan Stanley July 2007 - November 2008
The Walt Disney Company May 2006 - September 2006
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Finance & Management
AllianceBernstein November 2012 - Present
Vornado Realty Trust May 2009 - October 2012
Morgan Stanley July 2007 - November 2008
The Walt Disney Company May 2006 - September 2006
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Finance & Management
David Hunt, CIMA's AllianceBernstein Experience May 1995 - March 2008
Job Regional Business Consultant at James Alpha Management
Industry Financial Services
Experience
James Alpha Management July 2014 - Present
Dreyfus June 2008 - April 2014
AllianceBernstein May 1995 - March 2008
Smith Barney May 1992 - April 1994
Skills
CIMA, Series 7, Series 63, Investments, Wealth Management, Alternative Investments, Retirement Planning, Investment Advisory, Securities, Investment Strategies, Portfolio Management, Strategic Planning, Management Consulting, Analysis, Separately Managed..., Team Building, Public Speaking, Territory..., Practice Management, 529 Plans, Financial Advisory, Financial Services
Education
University of Pittsburgh 1988 — 1992
BA, Economics/Business
Exeter Township High School
James Alpha Management July 2014 - Present
Dreyfus June 2008 - April 2014
AllianceBernstein May 1995 - March 2008
Smith Barney May 1992 - April 1994
Skills
CIMA, Series 7, Series 63, Investments, Wealth Management, Alternative Investments, Retirement Planning, Investment Advisory, Securities, Investment Strategies, Portfolio Management, Strategic Planning, Management Consulting, Analysis, Separately Managed..., Team Building, Public Speaking, Territory..., Practice Management, 529 Plans, Financial Advisory, Financial Services
Education
University of Pittsburgh 1988 — 1992
BA, Economics/Business
Exeter Township High School
Phil Hemery's AllianceBernstein Experience September 2010 - Present
Job Director at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein September 2010 - Present
Franklin Templeton Group March 2005 - September 2010
Skills
Mutual Funds, Equities, Fixed Income, Investments, Asset Management, Series 7, Wealth Management, Capital Markets, Alternative Investments, Securities, Financial Services, Series 63, Asset Allocation
Education
University of North Carolina at Chapel Hill 1989 — 1993
AllianceBernstein September 2010 - Present
Franklin Templeton Group March 2005 - September 2010
Skills
Mutual Funds, Equities, Fixed Income, Investments, Asset Management, Series 7, Wealth Management, Capital Markets, Alternative Investments, Securities, Financial Services, Series 63, Asset Allocation
Education
University of North Carolina at Chapel Hill 1989 — 1993
Karin Pembroke's AllianceBernstein Experience March 1994 - Present
Job Head, Private Wealth Marketing Strategy
Industry Investment Management
Experience
AllianceBernstein March 1994 - Present
Skills
Asset Management, Portfolio Management, Alternative Investments, Series 7, Asset Managment, Investments, Hedge Funds, Asset Allocation, Wealth Management, Mutual Funds, Equities, Investment Strategies, Series 63, Financial Modeling, Financial Analysis, Risk Management
Education
University of Rhode Island - College of Business Administration 1980 — 1984
AllianceBernstein March 1994 - Present
Skills
Asset Management, Portfolio Management, Alternative Investments, Series 7, Asset Managment, Investments, Hedge Funds, Asset Allocation, Wealth Management, Mutual Funds, Equities, Investment Strategies, Series 63, Financial Modeling, Financial Analysis, Risk Management
Education
University of Rhode Island - College of Business Administration 1980 — 1984
Rosalie Candido Louw's AllianceBernstein Experience July 2005 - Present
Job Director of Global MultiAsset Portfolio Management Group
Industry Investment Management
Experience
AllianceBernstein July 2005 - Present
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management
Education
University of Pennsylvania
AllianceBernstein July 2005 - Present
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management
Education
University of Pennsylvania
Peter Hutson's AllianceBernstein Experience 1999 - 2006
Job Prudential: Risk Manager Pension Risk Transfer
Industry Financial Services
Experience
Morgan Stanley July 2010 - January 2013
Morgan Stanley April 2006 - May 2008
Morgan Stanley February 2006 - May 2008
AllianceBernstein 1999 - 2006
AllianceBernstein 1996 - 1999
AllianceBernstein 1989 - 1995
AllianceBernstein 1986 - 1989
Skills
Mutual Funds, Financial Risk, Internal Audit, Risk Management, Auditing, Asset Managment, Securities, Management, Process Improvement, Business Analysis, Project Management, Asset Management, Fixed Income, Operational Risk..., Risk Analysis, Portfolio Management, Financial Analysis, Leadership, Operational Risk, Training, Equities, Financial Services
Education
University of Richmond 1982 — 1986
BA Economics, Economics; Speech
Morgan Stanley July 2010 - January 2013
Morgan Stanley April 2006 - May 2008
Morgan Stanley February 2006 - May 2008
AllianceBernstein 1999 - 2006
AllianceBernstein 1996 - 1999
AllianceBernstein 1989 - 1995
AllianceBernstein 1986 - 1989
Skills
Mutual Funds, Financial Risk, Internal Audit, Risk Management, Auditing, Asset Managment, Securities, Management, Process Improvement, Business Analysis, Project Management, Asset Management, Fixed Income, Operational Risk..., Risk Analysis, Portfolio Management, Financial Analysis, Leadership, Operational Risk, Training, Equities, Financial Services
Education
University of Richmond 1982 — 1986
BA Economics, Economics; Speech
Yangchun Chu's AllianceBernstein Experience September 2010 - Present
Job VP at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein September 2010 - Present
LYZ Capital Advisors January 2009 - September 2010
Soros Fund Management June 2007 - December 2008
Education
University of Rochester - Simon Business School 2002 — 2009
PhD Candidate, Finance
AllianceBernstein September 2010 - Present
LYZ Capital Advisors January 2009 - September 2010
Soros Fund Management June 2007 - December 2008
Education
University of Rochester - Simon Business School 2002 — 2009
PhD Candidate, Finance
Matthew Napoli's AllianceBernstein Experience March 2008 - June 2009
Job Operations Manager at Con Edison Energy
Industry Oil & Energy
Experience
Con Edison Energy March 2015 - Present
Consolidated Edison Energy September 2010 - Present
Con Edison July 2009 - September 2010
AllianceBernstein March 2008 - June 2009
UBS Investment Bank May 2007 - March 2008
Skills
Equities, Risk Management, Energy, Project Management
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Finance & Marketing
Con Edison Energy March 2015 - Present
Consolidated Edison Energy September 2010 - Present
Con Edison July 2009 - September 2010
AllianceBernstein March 2008 - June 2009
UBS Investment Bank May 2007 - March 2008
Skills
Equities, Risk Management, Energy, Project Management
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Finance & Marketing
Erin Wischer's AllianceBernstein Experience March 2010 - April 2011
Job Business Manager at Vogel & Co.
Industry Financial Services
Experience
Vogel & Co. 2011 - Present
AllianceBernstein March 2010 - April 2011
AllianceBernstein April 2006 - February 2010
Barron's Educational Series August 2004 - April 2006
Media Education Foundation February 2004 - May 2004
Morgan Stanley June 2003 - August 2003
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Communication
Great Neck South High 1996 — 2000
Vogel & Co. 2011 - Present
AllianceBernstein March 2010 - April 2011
AllianceBernstein April 2006 - February 2010
Barron's Educational Series August 2004 - April 2006
Media Education Foundation February 2004 - May 2004
Morgan Stanley June 2003 - August 2003
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Communication
Great Neck South High 1996 — 2000
John Sperduto's AllianceBernstein Experience October 2014 - Present
Job OTC Product Control at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2014 - Present
The Citco Group of Companies August 2009 - July 2014
Goldman Sachs March 2004 - November 2008
Goldman Sachs August 2001 - February 2004
Goldman Sachs June 2000 - July 2001
Skills
Bloomberg Terminal, Reuters 3000, Conversational Italian, Microsoft Office, Equity Swaps, Equity Derivatives, Options, Operational Risk, Hedge Funds, Prime Brokerage, Equities, FX Hedging, Forwards, Swaps, Middle Office, Alternative Investments, Bloomberg, Corporate Actions, Investment Banking, Securities
Education
University of Massachusetts, Amherst 1996 — 2000
Business, Finance- Investments
AllianceBernstein October 2014 - Present
The Citco Group of Companies August 2009 - July 2014
Goldman Sachs March 2004 - November 2008
Goldman Sachs August 2001 - February 2004
Goldman Sachs June 2000 - July 2001
Skills
Bloomberg Terminal, Reuters 3000, Conversational Italian, Microsoft Office, Equity Swaps, Equity Derivatives, Options, Operational Risk, Hedge Funds, Prime Brokerage, Equities, FX Hedging, Forwards, Swaps, Middle Office, Alternative Investments, Bloomberg, Corporate Actions, Investment Banking, Securities
Education
University of Massachusetts, Amherst 1996 — 2000
Business, Finance- Investments
Sayo Owada's AllianceBernstein Experience February 2006 - Present
Job Assistant Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein February 2006 - Present
Panasonic April 2005 - February 2006
Panasonic Automotive Systems July 2000 - April 2005
Skills
Hedge Funds, Mutual Funds
Education
University of Michigan 1996 — 2000
BA, Psychology, Marketing
AllianceBernstein February 2006 - Present
Panasonic April 2005 - February 2006
Panasonic Automotive Systems July 2000 - April 2005
Skills
Hedge Funds, Mutual Funds
Education
University of Michigan 1996 — 2000
BA, Psychology, Marketing
Elaine Emme's AllianceBernstein Experience November 2005 - May 2006
Job Executive Assistant at Viacom
Industry Executive Office
Experience
Viacom February 2012 - Present
Guardian Life Insurance March 2009 - February 2012
CBS Television Distribution May 2006 - July 2008
AllianceBernstein November 2005 - May 2006
Bartle Bogle Hegarty January 2003 - November 2005
MRM Worldwide November 2000 - January 2003
Skills
PowerPoint, Microsoft Office, Excel, Word, Writing, Blogging, Customer Service, Event Planning, Outlook, Microsoft Word, Account Management, Social Media, Microsoft Excel, Event Management, Social Media Marketing, Fundraising, Social Networking, Public Relations
Education
University of Massachusetts, Amherst
Bachelor of Arts, Communication and Japanese
Viacom February 2012 - Present
Guardian Life Insurance March 2009 - February 2012
CBS Television Distribution May 2006 - July 2008
AllianceBernstein November 2005 - May 2006
Bartle Bogle Hegarty January 2003 - November 2005
MRM Worldwide November 2000 - January 2003
Skills
PowerPoint, Microsoft Office, Excel, Word, Writing, Blogging, Customer Service, Event Planning, Outlook, Microsoft Word, Account Management, Social Media, Microsoft Excel, Event Management, Social Media Marketing, Fundraising, Social Networking, Public Relations
Education
University of Massachusetts, Amherst
Bachelor of Arts, Communication and Japanese
Roschelle Kelly's AllianceBernstein Experience
Job Operational Procedures Specialist at AllianceBernstein
Industry Writing and Editing
Experience
AllianceBernstein
Education
University of North Texas 2003 — 2005
Bachelor of Arts, English (Technical Writing)
AllianceBernstein
Education
University of North Texas 2003 — 2005
Bachelor of Arts, English (Technical Writing)
Darin Peshev's AllianceBernstein Experience May 2010 - May 2012
Job Software Engineer at Square
Industry Financial Services
Experience
Square March 2014 - Present
RMS May 2012 - March 2014
AllianceBernstein May 2010 - May 2012
AXA Rosenberg May 2001 - February 2010
Skills
SQL, Visual Studio, Microsoft SQL Server, Software Development, Perl, Data Modeling, Unix, Object Oriented Design, PL/SQL, C#, Software Engineering, Design Patterns, Windows, Java, Oracle, .NET, C++, Trading Systems, ADO.NET, Data Analysis, Trading System, MySQL, Equity Valuation
Education
University of San Francisco
Square March 2014 - Present
RMS May 2012 - March 2014
AllianceBernstein May 2010 - May 2012
AXA Rosenberg May 2001 - February 2010
Skills
SQL, Visual Studio, Microsoft SQL Server, Software Development, Perl, Data Modeling, Unix, Object Oriented Design, PL/SQL, C#, Software Engineering, Design Patterns, Windows, Java, Oracle, .NET, C++, Trading Systems, ADO.NET, Data Analysis, Trading System, MySQL, Equity Valuation
Education
University of San Francisco
James Hillier's AllianceBernstein Experience July 1999 - April 2000
Job VP of Investor Relations at PTC
Industry Computer Software
Experience
PTC September 2013 - Present
UBS Investment Bank October 2000 - September 2013
Credit Suisse April 2000 - October 2000
AllianceBernstein July 1999 - April 2000
Skills
Equities, Valuation, Capital Markets, Equity Research, Financial Modeling, Investment Banking, Hedge Funds, Investments, Portfolio Management, LBO, Strategy, Fixed Income, Bloomberg, Corporate Finance, Investor Relations
Education
University of Pennsylvania 1995 — 1999
Bachelor of Arts (B.A.), Economics and English
PTC September 2013 - Present
UBS Investment Bank October 2000 - September 2013
Credit Suisse April 2000 - October 2000
AllianceBernstein July 1999 - April 2000
Skills
Equities, Valuation, Capital Markets, Equity Research, Financial Modeling, Investment Banking, Hedge Funds, Investments, Portfolio Management, LBO, Strategy, Fixed Income, Bloomberg, Corporate Finance, Investor Relations
Education
University of Pennsylvania 1995 — 1999
Bachelor of Arts (B.A.), Economics and English
Murali Ramaswamy's AllianceBernstein Experience May 1998 - November 2008
Job Project management / Delivery at Jennison Associates LLC
Industry Financial Services
Experience
Jennison Associates LLC August 2013 - Present
Horizon Blue Cross Blue Shield of New Jersey January 2012 - Present
Merrill Lynch May 2011 - December 2011
Polaris Software Lab April 2009 - May 2011
AllianceBernstein May 1998 - November 2008
The Saudi British Bank (HSBC Group) 1994 - 1997
Education
University of Mumbai
MS, Computer Science
Jennison Associates LLC August 2013 - Present
Horizon Blue Cross Blue Shield of New Jersey January 2012 - Present
Merrill Lynch May 2011 - December 2011
Polaris Software Lab April 2009 - May 2011
AllianceBernstein May 1998 - November 2008
The Saudi British Bank (HSBC Group) 1994 - 1997
Education
University of Mumbai
MS, Computer Science
Donald Vanderhoef's AllianceBernstein Experience 2006 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
AllianceBernstein 2006 - 2008
Education
University of Michigan 1972 — 1977
BGS, Liberal Arts
AllianceBernstein 2006 - 2008
Education
University of Michigan 1972 — 1977
BGS, Liberal Arts
Nilesh P's AllianceBernstein Experience August 2007 - January 2009
Job Release and deployment at HB Systems
Industry Information Technology and Services
Experience
HB System October 2009 - Present
Wegmans Food Markets July 2009 - September 2009
AllianceBernstein August 2007 - January 2009
Alliance Bernstein March 2006 - December 2008
Skills
Software Documentation, Perl, Test Planning, Testing, SDLC, Microsoft SQL Server, Business Analysis, Management, Requirements Analysis, SQL, Scrum, Vendor Management, Data Modeling, Project Management, Oracle, Databases, Agile Methodologies, User Acceptance Testing, Software Project..., Integration, Enterprise Architecture, Leadership, .NET
Education
University of Mumbai 1989 — 1994
BE, Electronics
HB System October 2009 - Present
Wegmans Food Markets July 2009 - September 2009
AllianceBernstein August 2007 - January 2009
Alliance Bernstein March 2006 - December 2008
Skills
Software Documentation, Perl, Test Planning, Testing, SDLC, Microsoft SQL Server, Business Analysis, Management, Requirements Analysis, SQL, Scrum, Vendor Management, Data Modeling, Project Management, Oracle, Databases, Agile Methodologies, User Acceptance Testing, Software Project..., Integration, Enterprise Architecture, Leadership, .NET
Education
University of Mumbai 1989 — 1994
BE, Electronics
Jillian Blacken's AllianceBernstein Experience September 2011 - Present
Job Client Service Officer at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein September 2011 - Present
Goldman Sachs July 2009 - August 2011
Citigroup 2005 - 2007
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS in Economics, Finance
AllianceBernstein September 2011 - Present
Goldman Sachs July 2009 - August 2011
Citigroup 2005 - 2007
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS in Economics, Finance
Andrea Ruiz's AllianceBernstein Experience March 2010 - March 2012
Job Sr. HR Business Partner at Expedia, Inc.
Industry Human Resources
Experience
Expedia, Inc. May 2012 - Present
AllianceBernstein March 2010 - March 2012
International Masters Publishers September 2009 - January 2010
Human Rights First March 2009 - July 2009
Tiffany and Company January 2008 - February 2009
Oxygen Media September 2005 - December 2007
Skills
SAP, PeopleSoft, Microsoft Office, (Excel, Word, Outlook), Visio, FrontPage, PowerPoint, Employee Relations, Employee Benefits, HRIS, Onboarding, Microsoft Excel, Payroll, Personnel Management
Education
University of New Haven 2002 — 2004
Masters, Industrial / Organizational Psychology
Washington State University 1997 — 2001
B.S., Psychology
Expedia, Inc. May 2012 - Present
AllianceBernstein March 2010 - March 2012
International Masters Publishers September 2009 - January 2010
Human Rights First March 2009 - July 2009
Tiffany and Company January 2008 - February 2009
Oxygen Media September 2005 - December 2007
Skills
SAP, PeopleSoft, Microsoft Office, (Excel, Word, Outlook), Visio, FrontPage, PowerPoint, Employee Relations, Employee Benefits, HRIS, Onboarding, Microsoft Excel, Payroll, Personnel Management
Education
University of New Haven 2002 — 2004
Masters, Industrial / Organizational Psychology
Washington State University 1997 — 2001
B.S., Psychology
Jessica Berman Tolle's AllianceBernstein Experience May 2004 - March 2011
Job VP of Global Organization Development, PepsiCo
Industry Consumer Goods
Experience
PepsiCo September 2012 - Present
PepsiCo March 2011 - August 2012
AllianceBernstein May 2004 - March 2011
McKinsey & Company April 2001 - May 2004
JPMorgan Chase September 1990 - April 2001
Skills
Asset Managment, Change Management, Executive Coaching, Leadership Development, Management, Management Consulting, Mergers, Mergers & Acquisitions, Organizational Design, Organizational..., Organizational..., Performance Management, Portfolio Management, Staff Development, Strategy, Succession Planning, Talent Management, Asset Management, Business Strategy, Team Leadership
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Management
University of Michigan 1986 — 1990
BA, Economics and Political Science
PepsiCo September 2012 - Present
PepsiCo March 2011 - August 2012
AllianceBernstein May 2004 - March 2011
McKinsey & Company April 2001 - May 2004
JPMorgan Chase September 1990 - April 2001
Skills
Asset Managment, Change Management, Executive Coaching, Leadership Development, Management, Management Consulting, Mergers, Mergers & Acquisitions, Organizational Design, Organizational..., Organizational..., Performance Management, Portfolio Management, Staff Development, Strategy, Succession Planning, Talent Management, Asset Management, Business Strategy, Team Leadership
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Management
University of Michigan 1986 — 1990
BA, Economics and Political Science
Samantha Lau's AllianceBernstein Experience January 1999 - Present
Job SVP at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein January 1999 - Present
Invesco (New York) April 1997 - January 1999
Education
University of Pennsylvania - The Wharton School 1991 — 1994
B.Sc.
United World College of the Atlantic 1989 — 1991
AllianceBernstein January 1999 - Present
Invesco (New York) April 1997 - January 1999
Education
University of Pennsylvania - The Wharton School 1991 — 1994
B.Sc.
United World College of the Atlantic 1989 — 1991
Douglas Wagner, CFA's AllianceBernstein Experience June 2006 - Present
Job Senior Vice President, Equity Analyst at AllianceBernstein LP
Industry Investment Management
Experience
AllianceBernstein June 2006 - Present
FAF Advisors February 2004 - May 2006
American Express Financial Advisors February 2003 - November 2003
UBS O'Connor September 2001 - January 2003
Lincoln Capital Managment May 1999 - August 2001
Wells Fargo November 1996 - May 1999
NBD June 1992 - October 1996
Skills
Equities, Asset Management, Portfolio Management, Financial Analysis, Investments, Bloomberg, Equity Research, Financial Modeling, Valuation, Banking, Hedge Funds, Financial Services, Alternative Investments, Commercial Banking, Series 7
Education
Washington University in St. Louis - Olin Business School 1990 — 1992
MBA, Finance
University of Missouri-Columbia, College of Business 1984 — 1988
BSBA, Finance and Banking
AllianceBernstein June 2006 - Present
FAF Advisors February 2004 - May 2006
American Express Financial Advisors February 2003 - November 2003
UBS O'Connor September 2001 - January 2003
Lincoln Capital Managment May 1999 - August 2001
Wells Fargo November 1996 - May 1999
NBD June 1992 - October 1996
Skills
Equities, Asset Management, Portfolio Management, Financial Analysis, Investments, Bloomberg, Equity Research, Financial Modeling, Valuation, Banking, Hedge Funds, Financial Services, Alternative Investments, Commercial Banking, Series 7
Education
Washington University in St. Louis - Olin Business School 1990 — 1992
MBA, Finance
University of Missouri-Columbia, College of Business 1984 — 1988
BSBA, Finance and Banking
Oren K. Isacoff, M.D.'s AllianceBernstein Experience May 2006 - May 2007
Job Longitude Capital
Industry Venture Capital & Private Equity
Experience
Longitude Capital May 2015 - Present
TPG Capital August 2014 - May 2015
Massachusetts General Hospital June 2013 - June 2014
Morgan Stanley May 2012 - August 2012
Gabriel Investments October 2011 - May 2012
Biogen Idec May 2011 - August 2011
AllianceBernstein May 2006 - May 2007
Goldman Sachs May 2005 - August 2005
Skills
Healthcare, Research, Data Analysis, Clinical Research, Financial Modeling, Lifesciences
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Health Care Management
University of Pennsylvania 2008 — 2013
Doctor of Medicine (M.D.)
University of Pennsylvania 2008 — 2013
Master of Bioethics (M.B.E.), Bioethics/Medical Ethics
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Accounting
Longitude Capital May 2015 - Present
TPG Capital August 2014 - May 2015
Massachusetts General Hospital June 2013 - June 2014
Morgan Stanley May 2012 - August 2012
Gabriel Investments October 2011 - May 2012
Biogen Idec May 2011 - August 2011
AllianceBernstein May 2006 - May 2007
Goldman Sachs May 2005 - August 2005
Skills
Healthcare, Research, Data Analysis, Clinical Research, Financial Modeling, Lifesciences
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Health Care Management
University of Pennsylvania 2008 — 2013
Doctor of Medicine (M.D.)
University of Pennsylvania 2008 — 2013
Master of Bioethics (M.B.E.), Bioethics/Medical Ethics
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Accounting
Craig Zuelke's AllianceBernstein Experience April 2000 - January 2003
Job Vice President, Senior Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo January 2010 - Present
RBC Global Asset Management September 2007 - June 2009
RBC Global Asset Management February 2005 - August 2007
Robeco January 2003 - December 2004
AllianceBernstein April 2000 - January 2003
Standard Valuations, Inc. January 1995 - March 2000
Woodbridge Partners, Inc. July 1989 - December 1994
Skills
Institutional..., Private Client..., Pension Fund Consulting, Asset Allocation, Manager Selection, Performance Management, Investment Policy..., Superior Client Service, New Business Development, Institutional Real..., Team Building and...
Education
University of Minnesota Law School 1985 — 1989
Juris Doctor, Law
University of Minnesota - Hubert H. Humphrey Institute of Public Affairs 1986 — 1988
Awarded Graduate School Fellowship for Real Estate Development and Land Use Planning
University of Wisconsin-River Falls 1981 — 1985
Bachelor of Science
Wells Fargo January 2010 - Present
RBC Global Asset Management September 2007 - June 2009
RBC Global Asset Management February 2005 - August 2007
Robeco January 2003 - December 2004
AllianceBernstein April 2000 - January 2003
Standard Valuations, Inc. January 1995 - March 2000
Woodbridge Partners, Inc. July 1989 - December 1994
Skills
Institutional..., Private Client..., Pension Fund Consulting, Asset Allocation, Manager Selection, Performance Management, Investment Policy..., Superior Client Service, New Business Development, Institutional Real..., Team Building and...
Education
University of Minnesota Law School 1985 — 1989
Juris Doctor, Law
University of Minnesota - Hubert H. Humphrey Institute of Public Affairs 1986 — 1988
Awarded Graduate School Fellowship for Real Estate Development and Land Use Planning
University of Wisconsin-River Falls 1981 — 1985
Bachelor of Science
Kimberly Huang's AllianceBernstein Experience August 2006 - Present
Job Vice President, Senior Manager of Marketing Events at AllianceBernstein
Industry Events Services
Experience
AllianceBernstein August 2006 - Present
Aflac, Incorporated July 2004 - June 2006
Warner & Bertelsmann Incorporated August 2002 - July 2004
Skills
Marketing, Event Planning, Event Management, Corporate Events, Marketing Communications, Meeting Planning, Social Media, Budgets, Program Management, Trade Shows, Hospitality, Marketing Strategy, Customer Service, Public Relations, Microsoft Excel, Research, Access
Education
University of Pennsylvania 1998 — 2002
Bachelor of Arts, Communications
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Business/Corporate Communications
AllianceBernstein August 2006 - Present
Aflac, Incorporated July 2004 - June 2006
Warner & Bertelsmann Incorporated August 2002 - July 2004
Skills
Marketing, Event Planning, Event Management, Corporate Events, Marketing Communications, Meeting Planning, Social Media, Budgets, Program Management, Trade Shows, Hospitality, Marketing Strategy, Customer Service, Public Relations, Microsoft Excel, Research, Access
Education
University of Pennsylvania 1998 — 2002
Bachelor of Arts, Communications
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Business/Corporate Communications
Evan Einstein's AllianceBernstein Experience June 2010 - August 2010
Job Associate at Catterton
Industry Venture Capital & Private Equity
Experience
Catterton September 2014 - Present
UBS Investment Bank July 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Alpha Epsilon Pi, Omega Deuteron Chapter May 2009 - April 2010
Stephen Einstein & Associates July 2005 - August 2009
Skills
Valuation, Investment Banking, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Bachelor, Business Administration, 3.84/4.0
Catterton September 2014 - Present
UBS Investment Bank July 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Alpha Epsilon Pi, Omega Deuteron Chapter May 2009 - April 2010
Stephen Einstein & Associates July 2005 - August 2009
Skills
Valuation, Investment Banking, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Bachelor, Business Administration, 3.84/4.0
Jane Schneirov's AllianceBernstein Experience 2003 - 2011
Job Portfolio Manager at NBIM
Industry Investment Management
Experience
Norges Bank Investment Management 2012 - Present
AllianceBernstein 2003 - 2011
AllianceBernstein 1999 - 2010
Education
University of Pennsylvania - The Wharton School
MBA, Finance
University of Pennsylvania
BA, History
Norges Bank Investment Management 2012 - Present
AllianceBernstein 2003 - 2011
AllianceBernstein 1999 - 2010
Education
University of Pennsylvania - The Wharton School
MBA, Finance
University of Pennsylvania
BA, History
Laura (Brock) Berta's AllianceBernstein Experience January 2005 - February 2008
Job Client Service Associate at BNY Mellon
Industry Investment Management
Experience
BNY Mellon February 2010 - October 2014
AllianceBernstein January 2005 - February 2008
Skills
Fixed Income, Mutual Funds, Asset Management, Series 7, Data Analysis, Financial Reporting, Economics, Mathematics, Microsoft Excel, PowerPoint, Microsoft Word, Problem Solving, Building Relationships, Highly Dedicated, Competitive
Education
University of Puget Sound 1998 — 2002
BS, Economics
BNY Mellon February 2010 - October 2014
AllianceBernstein January 2005 - February 2008
Skills
Fixed Income, Mutual Funds, Asset Management, Series 7, Data Analysis, Financial Reporting, Economics, Mathematics, Microsoft Excel, PowerPoint, Microsoft Word, Problem Solving, Building Relationships, Highly Dedicated, Competitive
Education
University of Puget Sound 1998 — 2002
BS, Economics
Bradley Robinson's AllianceBernstein Experience May 2013 - Present
Job Fixed Income Product Specialist at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2013 - Present
AllianceBernstein October 2010 - May 2013
AARP Financial 2008 - 2008
Communispace Corporation 2007 - 2007
Skills
Friendly Personality
Education
University of Richmond 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
AllianceBernstein May 2013 - Present
AllianceBernstein October 2010 - May 2013
AARP Financial 2008 - 2008
Communispace Corporation 2007 - 2007
Skills
Friendly Personality
Education
University of Richmond 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Patrick Finegan's AllianceBernstein Experience January 2011 - Present
Job Senior Private Client Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2011 - Present
Commerce One Financial August 2009 - January 2010
Camp Kesem North Carolina August 2006 - August 2009
Hope Global Financial Literacy June 2009 - June 2009
Pappas Ventures June 2008 - August 2008
Quol Opportunities May 2007 - June 2007
Education
University of North Carolina at Chapel Hill 2005 — 2009
Lorenzo D'Medici Institute
University of North Carolina at Chapel Hill
Bachelor of Arts; Bachelor of Arts, Economics; Political Science
AllianceBernstein January 2011 - Present
Commerce One Financial August 2009 - January 2010
Camp Kesem North Carolina August 2006 - August 2009
Hope Global Financial Literacy June 2009 - June 2009
Pappas Ventures June 2008 - August 2008
Quol Opportunities May 2007 - June 2007
Education
University of North Carolina at Chapel Hill 2005 — 2009
Lorenzo D'Medici Institute
University of North Carolina at Chapel Hill
Bachelor of Arts; Bachelor of Arts, Economics; Political Science
Mike Drexler's AllianceBernstein Experience June 2004 - July 2006
Job Credit Analyst at NN Investment Partners
Industry Financial Services
Experience
NN Investment Partners June 2015 - Present
Canaccord Genuity Inc. September 2013 - November 2014
Pierpont Securities April 2012 - September 2013
MF Global August 2010 - May 2012
The Mason Companies July 2006 - May 2008
AllianceBernstein June 2004 - July 2006
Skills
Investments, Financial Modeling, Credit, Valuation, Bloomberg, Series 7, Fixed Income, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance and Investment Managment
Wake Forest University 2000 — 2004
BA, Economics and Political Science
NN Investment Partners June 2015 - Present
Canaccord Genuity Inc. September 2013 - November 2014
Pierpont Securities April 2012 - September 2013
MF Global August 2010 - May 2012
The Mason Companies July 2006 - May 2008
AllianceBernstein June 2004 - July 2006
Skills
Investments, Financial Modeling, Credit, Valuation, Bloomberg, Series 7, Fixed Income, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance and Investment Managment
Wake Forest University 2000 — 2004
BA, Economics and Political Science
Jeffrey Mahmood's AllianceBernstein Experience November 2012 - April 2013
Job Associate Product Manager at Schroders
Industry Financial Services
Experience
Schroders July 2013 - Present
AllianceBernstein November 2012 - April 2013
AllianceBernstein November 2010 - November 2012
State Street June 2006 - October 2010
Education
University of Massachusetts, Amherst 2001 — 2005
BS, Economics
Schroders July 2013 - Present
AllianceBernstein November 2012 - April 2013
AllianceBernstein November 2010 - November 2012
State Street June 2006 - October 2010
Education
University of Massachusetts, Amherst 2001 — 2005
BS, Economics
Anna Baluyot's AllianceBernstein Experience March 2007 - April 2011
Job ETL Architect at DTCC
Industry Investment Management
Experience
DTCC June 2014 - Present
Nomura April 2011 - June 2014
AllianceBernstein March 2007 - April 2011
Morgan Stanley October 2005 - February 2007
Credit Suisse First Boston March 2003 - October 2005
Merrill Lynch February 1998 - March 2003
Skills
Informatica, Unix Shell Scripting, Control M, Autosys, Data Warehousing, Databases, Business Objects, SDLC, Performance Tuning, ETL, DB2, VBA, Sybase, Requirements Analysis, Data Modeling, Unix
Education
University of Santo Tomas 1989 — 1993
BSECE, Engineering
DTCC June 2014 - Present
Nomura April 2011 - June 2014
AllianceBernstein March 2007 - April 2011
Morgan Stanley October 2005 - February 2007
Credit Suisse First Boston March 2003 - October 2005
Merrill Lynch February 1998 - March 2003
Skills
Informatica, Unix Shell Scripting, Control M, Autosys, Data Warehousing, Databases, Business Objects, SDLC, Performance Tuning, ETL, DB2, VBA, Sybase, Requirements Analysis, Data Modeling, Unix
Education
University of Santo Tomas 1989 — 1993
BSECE, Engineering
Brandon Naughton's AllianceBernstein Experience August 1998 - November 2004
Job Vice President, Marketing & Product Development at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2008 - Present
Morgan Stanley Investment Management November 2004 - February 2008
AllianceBernstein August 1998 - November 2004
Skills
Financial Services, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Series 7, Bloomberg
Education
University of Scranton 1994 — 1998
Bachelor of Science, Finance
Neuberger Berman February 2008 - Present
Morgan Stanley Investment Management November 2004 - February 2008
AllianceBernstein August 1998 - November 2004
Skills
Financial Services, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Series 7, Bloomberg
Education
University of Scranton 1994 — 1998
Bachelor of Science, Finance
Sabrina Henry's AllianceBernstein Experience July 2006 - December 2008
Job Investment Financial Plannning Analyst at Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting September 2010 - Present
AllianceBernstein July 2006 - December 2008
AllianceBernstein July 2004 - July 2006
AllianceBernstein August 1999 - July 2004
Skills
Reconciliation, Trade Settlement &..., Financial Analysis, Financial Reporting, Data Analysis, PowerPoint, Excel, Access, Accounting, Forecasting, Budget Development, Business Management
Education
University of Phoenix 2009 — 2010
MBA, Business Administration
University of Phoenix 2006 — 2009
BSB, Accounting
Robert Half Finance & Accounting September 2010 - Present
AllianceBernstein July 2006 - December 2008
AllianceBernstein July 2004 - July 2006
AllianceBernstein August 1999 - July 2004
Skills
Reconciliation, Trade Settlement &..., Financial Analysis, Financial Reporting, Data Analysis, PowerPoint, Excel, Access, Accounting, Forecasting, Budget Development, Business Management
Education
University of Phoenix 2009 — 2010
MBA, Business Administration
University of Phoenix 2006 — 2009
BSB, Accounting
John Winthrop's AllianceBernstein Experience December 1998 - Present
Job IT manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein December 1998 - Present
Internal Revenue Service February 1990 - December 1998
Skills
Disaster Recovery, Trading Systems, SDLC, IT Management, Vendor Management, Sybase, Active Directory, IT Strategy, Business Analysis, Asset Management, SharePoint, Market Data, ITIL, Data Center, Microsoft Exchange
Education
University of Maryland College Park
BS, Computer Science
AllianceBernstein December 1998 - Present
Internal Revenue Service February 1990 - December 1998
Skills
Disaster Recovery, Trading Systems, SDLC, IT Management, Vendor Management, Sybase, Active Directory, IT Strategy, Business Analysis, Asset Management, SharePoint, Market Data, ITIL, Data Center, Microsoft Exchange
Education
University of Maryland College Park
BS, Computer Science
Paul Bagnoli's AllianceBernstein Experience February 1984 - December 2004
Job Retired !! from AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein February 1984 - December 2004
Sanford C. Bernstein 1984 - 2004
Skills
Management, Asset Management, Investments, Portfolio Management, Investment Management, Equities, Strategic Planning, Asset Allocation, Alternative Investments, Asset Managment, Hedge Funds, Fixed Income, Fundraising
Education
University of Maryland College Park 1979 — 1981
MBA, Operations Research, Finance
University of Delaware 1975 — 1979
BS Economics, Econ & applied math
AllianceBernstein February 1984 - December 2004
Sanford C. Bernstein 1984 - 2004
Skills
Management, Asset Management, Investments, Portfolio Management, Investment Management, Equities, Strategic Planning, Asset Allocation, Alternative Investments, Asset Managment, Hedge Funds, Fixed Income, Fundraising
Education
University of Maryland College Park 1979 — 1981
MBA, Operations Research, Finance
University of Delaware 1975 — 1979
BS Economics, Econ & applied math
Jennie Phelon's AllianceBernstein Experience February 2004 - Present
Job Change Agent at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein February 2004 - Present
Skills
Hedge Funds, Derivatives, Equities, Fixed Income
Education
University of Pittsburgh 1999 — 2003
Bachelors, Finance
AllianceBernstein February 2004 - Present
Skills
Hedge Funds, Derivatives, Equities, Fixed Income
Education
University of Pittsburgh 1999 — 2003
Bachelors, Finance
Robert Feng's AllianceBernstein Experience January 2007 - October 2008
Job senior investment officer at City of New York
Industry Investment Management
Experience
City of New York November 2012 - Present
AllianceBernstein January 2007 - October 2008
Skills
Hedge Funds, Fixed Income, Alternative Investments
Education
University of Michigan
City of New York November 2012 - Present
AllianceBernstein January 2007 - October 2008
Skills
Hedge Funds, Fixed Income, Alternative Investments
Education
University of Michigan
Andrew Burguiere's AllianceBernstein Experience August 1995 - October 2002
Job Director, ABF Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2009 - Present
Merrill Lynch - London March 2007 - June 2009
Merrill Lynch April 2003 - March 2007
GE Asset Management October 2002 - April 2003
AllianceBernstein August 1995 - October 2002
Education
University of Scranton 1990 — 1994
Bachelor of Science (BS), Finance
Wells Fargo Securities September 2009 - Present
Merrill Lynch - London March 2007 - June 2009
Merrill Lynch April 2003 - March 2007
GE Asset Management October 2002 - April 2003
AllianceBernstein August 1995 - October 2002
Education
University of Scranton 1990 — 1994
Bachelor of Science (BS), Finance
Emma Jablonski's AllianceBernstein Experience June 2013 - January 2015
Job ScientistProgrammer Liaison
Industry Computer Software
Experience
D. E. Shaw Research August 2015 - Present
Recurse Center February 2015 - May 2015
AllianceBernstein June 2013 - January 2015
University of Pennsylvania September 2011 - May 2013
NASA Ames Research Center June 2011 - August 2011
University of Pennsylvania March 2010 - May 2011
Skills
Computational Physics, Algorithms, Web Design, Physics, Experimental Physics, Laboratory, LaTeX, Python
Education
University of Pennsylvania 2009 — 2013
BA, Physics, Computer Science, Math
D. E. Shaw Research August 2015 - Present
Recurse Center February 2015 - May 2015
AllianceBernstein June 2013 - January 2015
University of Pennsylvania September 2011 - May 2013
NASA Ames Research Center June 2011 - August 2011
University of Pennsylvania March 2010 - May 2011
Skills
Computational Physics, Algorithms, Web Design, Physics, Experimental Physics, Laboratory, LaTeX, Python
Education
University of Pennsylvania 2009 — 2013
BA, Physics, Computer Science, Math
S. Grothaus's AllianceBernstein Experience June 2007 - December 2008
Job Technical Writer
Industry Writing and Editing
Experience
Name Witheld August 2012 - Present
Franklin Templeton Investments August 2011 - June 2012
Marsh October 2009 - July 2011
Income Research & Management January 2009 - June 2009
AllianceBernstein June 2007 - December 2008
Skills
Copywriting, Graphic Design, Content Strategy, Proposal Writing, Sales Presentations, Editing, Proofreading, Marketing Communications, Publishing
Education
University of Missouri-Columbia
Bachelor of Arts (BA), Graphic Design
Webster University (London)
Master of Business Administration (MBA)
Name Witheld August 2012 - Present
Franklin Templeton Investments August 2011 - June 2012
Marsh October 2009 - July 2011
Income Research & Management January 2009 - June 2009
AllianceBernstein June 2007 - December 2008
Skills
Copywriting, Graphic Design, Content Strategy, Proposal Writing, Sales Presentations, Editing, Proofreading, Marketing Communications, Publishing
Education
University of Missouri-Columbia
Bachelor of Arts (BA), Graphic Design
Webster University (London)
Master of Business Administration (MBA)
Aaron Henry Pamperin's AllianceBernstein Experience 2006 - Present
Job Florida
Industry Banking
Experience
AllianceBernstein 2006 - Present
Chipotle Mexican Grill 2002 - 2002
Skills
Asset Management, Investments, Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling, Finance, Risk Management, Negotiation, Customer Service
Education
University of Minnesota-Twin Cities 2000 — 2004
Bachelors, Finance, Spanish, Global Studies
AllianceBernstein 2006 - Present
Chipotle Mexican Grill 2002 - 2002
Skills
Asset Management, Investments, Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling, Finance, Risk Management, Negotiation, Customer Service
Education
University of Minnesota-Twin Cities 2000 — 2004
Bachelors, Finance, Spanish, Global Studies
Amit Vazirani's AllianceBernstein Experience 2013 - Present
Job Vice President, Trader at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein 2013 - Present
CME Group 2012 - 2012
Morgan Stanley 2005 - 2012
Skills
Fixed Income, Derivatives, Hedge Funds, Capital Markets
Education
University of Pennsylvania 2001 — 2005
BAS, Computer Science
Bridgewater Raritan HS
AllianceBernstein 2013 - Present
CME Group 2012 - 2012
Morgan Stanley 2005 - 2012
Skills
Fixed Income, Derivatives, Hedge Funds, Capital Markets
Education
University of Pennsylvania 2001 — 2005
BAS, Computer Science
Bridgewater Raritan HS
amy raskin's AllianceBernstein Experience October 2000 - Present
Job Global Director of Growth Equity Research at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein October 2000 - Present
DLJ March 1999 - October 2000
Lehman Brothers June 1995 - February 1999
Skills
Equities, Hedge Funds, Bloomberg, Equity Research, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Asset Allocation, Valuation, Investment Management, Investments, Investment Strategies, Capital Markets
Education
University of Pennsylvania 1989 — 1993
Bachelor of Engineering (BEng), Systems Engineering
AllianceBernstein October 2000 - Present
DLJ March 1999 - October 2000
Lehman Brothers June 1995 - February 1999
Skills
Equities, Hedge Funds, Bloomberg, Equity Research, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Asset Allocation, Valuation, Investment Management, Investments, Investment Strategies, Capital Markets
Education
University of Pennsylvania 1989 — 1993
Bachelor of Engineering (BEng), Systems Engineering
David Costigan's AllianceBernstein Experience June 2013 - August 2013
Job Analyst at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management July 2014 - Present
AllianceBernstein June 2013 - August 2013
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Economics
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Mathematics
AQR Capital Management July 2014 - Present
AllianceBernstein June 2013 - August 2013
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Economics
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Mathematics
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management