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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2,712 AllianceBernstein employees in database. Find out everything there's to know about AllianceBernstein employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AllianceBernstein Employees
The Dannon Company August 2015 - Present
The Dannon Company July 2014 - July 2015
The Dannon Company July 2012 - June 2014
The Dannon Company June 2011 - June 2012
Columbia Business School August 2009 - May 2011
The Dannon Company May 2010 - September 2010
Goldman Sachs December 2006 - July 2009
AllianceBernstein June 2004 - November 2006
Skills
Brand Management, Marketing Strategy, Competitive Analysis, Customer Insight, Analytics, Market Analysis, Marketing Research, Financial Modeling, Financial Analysis, Strategy, Business Strategy, Market Research, General Management, Consumer Products, Cross-functional Team..., Segmentation, FMCG, Marketing Management, Shopper Marketing, Forecasting, Integrated Marketing, Brand Equity, Product Marketing, Brand Development, Sales Presentations, Product Innovation, Product Development, Business Planning, Marketing, Pricing Strategy, Strategic Planning, Marketing Communications, Entrepreneurship, Nielsen, Social Media Marketing, Advertising, Positioning, Data Analysis, Pricing, Consumer Insight, Brand Architecture, IRI, Strategic Thinking
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Marketing and General Management
Brandeis University 1998 — 2002
BA, Economics
AllianceBernstein May 2014 - August 2014
Dreamworks marketing office-Appco Singapore March 2010 - July 2010
Skills
Communication, Team Building, Team Leadership
Education
Carnegie Mellon University - H. John Heinz III College 2013 — 2015
Master's degree, Information Security Policy and Management
Indiana University Bloomington 2010 — 2013
Bachelor of Science (B.S.), Finance, General
Natixis North America May 2011 - Present
AllianceBernstein July 2005 - February 2011
Hyperion Solutions (Currently Oracle Corporation) March 2003 - June 2005
Siemens May 2001 - March 2003
Education
Central Michigan University 1999 — 2001
MS, Computer Science
University of Bradford 1994 — 1997
BSc(Hons), Business & Management Studies
AllianceBernstein 2013 - Present
Skills
Bloomberg, Portfolio Management, Equities, Series 7, Series 63, Asset Allocation, Investment Management, FX Options, Portfolio Optimization, Currency, Trading Systems, Investment Advisory, Equity Derivatives, Derivatives, Equity Trading, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA, Finance, Financial Instruments
Bucknell University 1997 — 2001
BA, Economics, English
AllianceBernstein June 2014 - Present
J.P. Morgan May 2013 - August 2013
EF Education First May 2012 - June 2012
Montclair Golf Club May 2008 - May 2012
KPMG US May 2011 - May 2011
Skills
Bilingual, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Customer Service, Teamwork, Outlook, Marketing
Education
Penn State University-Smeal College of Business 2010 — 2014
Bachelor of Science (BSc), Finance, General
City University London 2013 — 2013
Business and Economics
Hogan Lovells October 2013 - Present
U.S. Court of Appeals for the Second Circuit August 2012 - August 2013
Hogan Lovells May 2011 - July 2011
U.S. District Court for the Southern District of New York August 2010 - November 2010
U.S. District Court for the District of New Jersey May 2010 - August 2010
AllianceBernstein November 2006 - September 2009
CBS Radio February 2005 - July 2006
CBS Radio August 2004 - February 2005
Education
Brooklyn Law School 2009 — 2012
Doctor of Law (J.D.)
College of the Holy Cross 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature/Letters
Tendenci November 2014 - Present
Tendenci (Formerly Schipul - The Web Marketing Company) March 2013 - November 2014
AllianceBernstein April 2011 - March 2013
India House Club August 2010 - April 2011
Silver Eagle Distributors October 2009 - May 2010
Rice University Language Technology Lab September 2008 - May 2010
Schipul - The Web Marketing Company May 2008 - May 2009
Langford Market Apparel February 2007 - February 2008
Skills
Curiosity, People Wrangling, Energy, Realistic Optimism, Organizational..., Public Speaking, Integrity, Honesty, Trust, Research, Peace Maker, Marketing, Blogging, Leadership, Project Planning, Corporate Communications, A Dash of Sarcasm, Stubborn Dedication
Education
Rice University 2006 — 2010
BA, Communication, Culture, and Society (Self-Designed Multidisciplinary Major)
ASIJ- American School in Japan
Choate Rosemary Hall
Citi July 2015 - Present
AllianceBernstein May 2014 - July 2015
Grand Wailea February 2013 - December 2013
IBM June 2006 - March 2012
SecureInfo, a Kratos Company November 2002 - March 2006
Skills
Intrusion Detection, Vulnerability Assessment, Identity Management, Access Control, Security Consulting, Project Management, IT Audit, Data Classification
Education
Capitol College 2007 — 2009
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance, 3.8
The University of Texas at San Antonio 1997 — 2002
Bachelor of Business Administration (BBA), Management Information Systems, General
AllianceBernstein July 2014 - Present
AllianceBernstein March 2009 - Present
AllianceBernstein June 2007 - February 2009
Skills
Portfolio Management, Hedge Funds, Fixed Income
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance, General
Shearman & Sterling LLP May 2014 - Present
AllianceBernstein November 2007 - October 2013
AXA Tech September 2006 - September 2007
Skills
Bloomberg, Active Directory, Blackberry, SharePoint, XP, TCP/IP, Microsoft Office, Factset, Tririga, Ariba, VMware, Citrix, IT Management, Portfolio Management, Market Data, Asset Management, Trading Systems, Equities, Vendor Management, Disaster Recovery, Fixed Income, Infrastructure, Windows 7 Migration, SDLC, Windows XP, Blackberry Enterprise..., Servers, Windows 7, Technical Support, Troubleshooting, DNS
Education
City University of New York
BA, Economics
AllianceBernstein June 2014 - Present
Bucknellian January 2012 - May 2014
Bucknell University August 2010 - May 2014
BNP Paribas June 2013 - August 2013
Alpha Delta Pi Sorority January 2012 - January 2013
Skills
Creative Writing, Nonprofits, PowerPoint, Leadership, Public Speaking, Management, Microsoft Office, Blogging, Event Management, Social Media, Economics, Written & Oral...
Education
Bucknell University 2010 — 2014
BA, English, Economics
Scarsdale High School 2006 — 2010
BNY Mellon March 2015 - Present
Neuberger Berman May 2014 - March 2015
AllianceBernstein April 2009 - May 2014
ClubCreate April 2011 - January 2012
AllianceBernstein December 2005 - April 2009
Skills
Marketing Strategy, Institutional Sales, Series 63, Copywriting, Event Management, Excellent communication..., Digital Marketing, Email Marketing, Website Development, Institutional..., Manage Client..., series 7, Series 7, Portfolio Management, Fixed Income, CRM
Education
Bowdoin College 2001 — 2005
B.A., English
Exceed Investments LLC August 2014 - Present
JVB Financial Group, LLC August 2013 - July 2014
SIP America 2012 - May 2013
BNY Mellon Wealth Management 2010 - 2012
Morgan Stanley Smith Barney 2009 - 2010
AllianceBernstein 2005 - 2009
BlackRock 2001 - 2005
Skills
Investments, Fixed Income, Alternative Investments, Series 63, Equities, Portfolio Management, Asset Management, Structured Products, Mutual Funds, Asset Allocation, Series 7, Finance, Bonds, Sales Management, FINRA, Risk Management, Hedge Funds, Wealth Management, Series 24, Securities, Financial Advisory, Financial Services, Financial Markets, Leadership, ETFs, Investment Management, Separately Managed..., Investment Strategies, Investment Advisory, Capital Markets, Business Development, Mergers & Acquisitions, New Business Development, Practice Management, Sales Presentations, Professional...
Education
Brown University
BA, Business Economics
Sparta High School
AB June 2015 - Present
AllianceBernstein June 2013 - May 2015
Bucknell University May 2011 - May 2013
AllianceBernstein June 2012 - August 2012
Goldman Sachs March 2011 - March 2011
Education
Bucknell University 2009 — 2013
B.A., Economics, Mathematics
AllianceBernstein January 2002 - Present
Alliance Capital Management January 1996 - January 2002
New York City Technical College October 1992 - January 1996
Skills
Asset Managment, Facilities Management, Space-planning, Space Management, Customer Service, Client Liaison, Risk Management, Portfolio Management, Space planning, Asset Management, Project Management, Process Scheduler, Forecasting, Process Improvement, Data Analysis, Leadership, Analysis, Security, Change Management, Corporate Real Estate, Strategy, Budgets, Construction, Management, Strategic Planning, Contract Negotiation, Contract Management, Project Planning, Space Planning
Education
IFMA 2014 — 2015
Facility Management Professional
IFMA 2013 — 2014
Sustainable Facility Professional
onlc
ITIL 2011 Foundation Certification in IT Service Management
NYU 2001 — 2002
Certificate in Facilities Management, Facilities Planning and Management
Pratt Institute 1989 — 1992
Bachelor, Architecture
City University of New York City College 1986 — 1989
AAS, Architectural Technology
Thomas Edison State College
MS, Management
Cantillon Capital Management LLC February 2009 - Present
AllianceBernstein July 1999 - January 2009
Bryant University 1998 - 1999
Edgell Communications 1994 - 1998
Skills
Client Service, Institutional, Pensions, Financial Services, Alternative Investments, Investments, Asset Management, Fixed Income, Hedge Funds, Equities, Asset Allocation, Securities, Series 7, Portfolio Management, Series 63, Client Services
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
Bryant University 1994 — 1998
Bachelor of Science, Finance Concentration
Mendham High School 1990 — 1994
Bank of America Merrill Lynch June 2012 - August 2012
AllianceBernstein June 2011 - August 2011
Education
Brown University 2009 — 2013
Sc.B, Applied Mathematics-Economics
Cambridge University 2012 — 2012
Economics
Stuyvesant High School 2005 — 2009
Nuveen Investments January 2012 - Present
Goldman Sachs June 1997 - January 2012
Chase Vista Funds June 1996 - June 1997
AllianceBernstein December 1993 - June 1996
Kemper Financial Services 1989 - 1993
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Series 7, Series 63, Fixed Income, Marketing Strategy, Fund Of Funds, Bloomberg, Asset Management, Product Marketing, Strategy, Marketing Communications, Asset Managment, Corporate Communications, Series 24, FINRA, Financial Services, Investment Management, ETFs
Education
Carleton College
Bachelor of Arts, English Literature
University of Chicago
Master of Arts, English Literature
Accenture December 2012 - Present
avVenta June 2010 - December 2012
AllianceBernstein May 1998 - October 2008
Skills
Access, Excel, SharePoint, Microsoft Excel, Email Marketing, Management, Testing, Analytics, Financial Services
Education
Boston University
BA, English
Fordham University School of Law
JD
Kidder & Associates, Inc. 2010 - Present
Avior Group April 2012 - Present
Global Productivity Solutions LLC March 2011 - Present
AllianceBernstein April 2010 - March 2011
Six Sigma Academy 2004 - 2009
Shaw's Supermarkets 2006 - 2008
Invensys Climate Controls 1999 - 2003
Skills
Kaizen Facilitation, Design for Six Sigma, Work-out, TRIZ, Cultural Transformation, Change Management, Lean Manufacturing, Problem Solving, Process Improvement, Operational Excellence, Strategy Development, Process Development, Product Development, Process Management, DMAIC, Six Sigma, Value Stream Mapping, Training, Business Process..., Kaizen, Manufacturing, Project Management, Quality Management, Strategy, Continuous Improvement, Minitab, Program Management, Process Simulation, Leadership, Performance Improvement, Black Belt, Business Process Mapping, TQM, Business Transformation, Cross-functional Team..., Iso 9000, Management Consulting, Root Cause Analysis, Coaching, SPC
Education
Case Western Reserve University 1981 — 1986
Ph.D., Polymer Chemistry
Case Western Reserve University 1977 — 1980
B.S., Chemistry
Morgan Stanley Wealth Management September 2013 - Present
WFUV 2006 - Present
Merrill Lynch Global Wealth Management January 2011 - April 2013
AllianceBernstein February 2007 - October 2010
Sanford C. Bernstein October 2002 - February 2007
Sanford C. Bernstein January 2000 - October 2002
Sanford C. Bernstein January 1995 - January 2000
The Boston Consulting Group 1989 - 1994
Skills
Equities, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Asset Management, Investment Strategies, Portfolio Management, Leadership, Investment Management, Fixed Income, Wealth Management, Investment Advisory, Venture Capital, Equity Research, Capital Raising, Trading Strategies, Equity Derivatives, Strategic Planning, Asset Managment, Emerging Markets, Financial Modeling, Financial Advisory, LBO, Capital Markets
Education
Harvard Business School 1987 — 1989
MBA, General Management, Finance
Brown University 1981 — 1985
Sc.B, Applied Math/Economics
Goldman Sachs April 2015 - Present
Royal Bank of Canada Capital Markets October 2010 - February 2015
RBS Global Banking & Markets September 2009 - November 2010
ABN AMRO January 2007 - May 2009
Countrywide January 2002 - December 2006
AllianceBernstein 1996 - 1998
Education
Boston University Questrom School of Business 1999 — 2001
MBA, Finance
Moravian College 1991 — 1995
AllianceBernstein February 2014 - Present
Saks Fifth Avenue April 2013 - November 2013
Merrill Lynch July 2009 - October 2012
Morgan Stanley July 2007 - August 2008
Bucknell University August 2006 - May 2007
PricewaterhouseCoopers LLP May 2006 - August 2006
Bucknell University January 2005 - May 2005
Skills
Strategic Thinking, Project Management, Holistic Financial..., Strengthening Client..., Behavioral Finance, Investments, Financial Analysis, Presentation Design, Equity Capital Markets, Financial Accounting, Market Research, Retirement Planning, Estate Planning, Bloomberg, Investment Banking, Capital Markets, Private Equity, Financial Services, Series 7, Series 66, Equities, Leadership, Management, Mutual Funds, Portfolio Management, Financial Modeling, Finance
Education
Bucknell University 2003 — 2007
BSBA, Accounting
Aquinas Institute of Rochester 1999 — 2003
Regents Diploma
Otsuka Pharmaceutical Companies (U.S.) January 2013 - Present
State Street Bank May 2012 - December 2012
CNA Insurance January 2012 - June 2012
Standard Insurance Company May 2011 - December 2011
Broadridge Financial Solutions November 2010 - May 2011
MillerCoors July 2010 - December 2010
ACE Insurance March 2010 - June 2010
[a consortium of private investors] August 2008 - March 2010
Sentry Insurance January 2008 - August 2008
AllianceBernstein July 2007 - December 2007
Skills
Project Management, Program Management, IT Service Management, ServiceNow, Integration, Business Analysis, ITIL, Outsourcing, Requirements Analysis, MS Project, Cross-functional Team..., Change Management, PMO, Service Delivery, Software Development, IT Strategy, Management, Vendor Management, SharePoint, Disaster Recovery, Leadership, Enterprise Software, PMP, Data Center, Business Process..., SDLC, Software Project...
Education
Bryant University
BS in BA, Accounting
John Wiley and Sons February 2013 - Present
Applico 2012 - 2013
Thomson Reuters 2010 - 2011
Praxell 2008 - 2009
Pershing (iNautix USA, now Albridge Solutions) 2006 - 2008
Albridge Solutions 2004 - 2006
CheckFree Investment Services 2000 - 2002
Kinexus.com 2000 - 2000
AllianceBernstein 1997 - 2000
Skills
Product Management, Mobile Applications, SDLC, New Product Roll Out, Business Analysis, Start-ups, Strategic Planning, Enterprise Software, Market Research, Technology Solutions, Agile Methodologies, Competitive Analysis, Strategy, New Product Ideas, Requirements Analysis, User Experience, Product Launch, Vendor Management, Strategic Partnerships, Product Marketing, Business Development, Product Development, Management Consulting, CRM, Digital Marketing, Marketing, E-commerce, Mobile Devices, SaaS, Cross-functional Team..., Go-to-market Strategy, Mobile Technology, Salesforce.com, Business Strategy, Entrepreneurship, Cloud Computing, Business Intelligence
Education
Wesleyan University 1993 — 1997
BA, Economics
Cass Business School 2002 — 2004
MBA, Strategic Management of Technology and E-Business
Half Hollow Hills High School East 1990 — 1993
Diploma
Goldman Sachs March 2010 - Present
AllianceBernstein July 2008 - February 2010
Lockheed Martin Space Systems Company June 2007 - August 2007
Skills
Equities, Fixed Income, Trading Systems, SQL, Derivatives, SDLC, Business Analysis, Financial Modeling, Investment Banking
Education
Carnegie Mellon University 2004 — 2008
BS, Electrical & Computer Engineering
Morgan Stanley 2012 - Present
AllianceBernstein 2005 - 2011
AllianceBernstein 2000 - 2005
Sanford C. Bernstein 1998 - 2000
HarperCollins Publishers 1995 - 1998
Education
University of Rhode Island
Management Information Systems; Management Science/Statistics
California State Polytechnic University-Pomona
Computer Systems Engineering
AllianceBernstein September 2014 - Present
Abilities Expo December 2012 - June 2014
CREO Capital Advisors June 2013 - August 2013
In the Know Experiences July 2012 - August 2012
CREO Capital Advisors June 2012 - July 2012
Berman, Berman & Berman, LLP June 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Financial Accounting, Corporate Finance
Education
Brown University 2010 — 2014
Chestnut Advisory Group January 2014 - Present
100 Women in Hedge Funds 2012 - Present
AllianceBernstein January 2010 - August 2011
AllianceBernstein September 2008 - January 2010
Banc of America Securities 2006 - 2008
JPMorgan September 1999 - June 2006
Skills
Equity Research, Equities, Hedge Funds, Investments, Alternative Investments, Asset Managment, Series 7, Fixed Income, Capital Markets, Portfolio Management, Valuation, Financial Modeling, Bloomberg, Investment Banking, Investment Strategies, Asset Allocation, Investment Management, High Yield, Equity Valuation, Emerging Markets, Mutual Funds, Securities
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), International Finance, Multinational Management
Brown University 1981 — 1985
Bachelor's Degree, History
Phillips Academy, Andover, MA 1979 — 1981
SMC Partners, LLC January 2015 - Present
SMC Partners, LLC August 2013 - December 2014
SMC Partners, LLC May 2013 - August 2013
Charities of Hope January 2011 - March 2012
Planned Lifetime Assistance Network of Connecticut, Inc 2011 - 2011
AllianceBernstein October 2006 - April 2007
Skills
Visual Basic, Microsoft SQL Server, SSRS, Java, Microsoft Office, Access, Visual Studio, XML, SSIS, Reporting, Data Mining, Informatica, SharePoint, Requirements, UML, Microsoft Project, TCP/IP stack, Common Lisp, QuickBooks
Education
Central Connecticut State University 2010 — 2012
Master of Science (M.S.), Computer Information Technology
The University of Connecticut 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Newington High School
AB June 2014 - Present
AllianceBernstein September 2011 - Present
Morgan Stanley Smith Barney 2010 - August 2011
National Securities 2008 - 2009
Skills
Series 7, Series 63, Series 31, Uniform Combined State..., Mutual Funds, Variable Annuities, Portfolio Management, Trading, Equities, Fixed Income, Alternative Investments, Securities, Life & Health Insurance..., Defined Contribution, General Accounts, Key Account Management, Key Account Development, National Accounts
Education
Bucknell University 2005 — 2009
BSBA, Business
Chaminade High School 2001 — 2005
AllianceBernstein January 2015 - Present
The Boeing Company August 2012 - January 2015
Kipp Kitts, LLC June 2011 - December 2011
Brown University December 2010 - January 2011
Naval Undersea Warfare Center Newport June 2010 - August 2010
Self January 2010 - May 2010
Self January 2009 - August 2009
Skills
Series 7, Series 63, Series 55, FIX Protocol, Bloomberg Terminal, Perl, Unix Shell, Raptor, SQL, Java, VBA, Abaqus, Solidworks, Machining, Matlab, Microsoft Excel, Word..., Adobe Photoshop,..., Fortran, HTML, PHP, Hypermesh, Mathematica, RAM, TIG welding, Woodworking, Structural Analysis, Simulations, Fluid Mechanics, Finite Element Analysis, Modeling, Engineering, Mechanical Engineering
Education
Columbia University in the City of New York 2013 — 2014
Certificate of Professional Achievement in Financial Engineering, Financial Engineering, 3.93/4.00
Brown University 2010 — 2011
Master of Science, Mechanics of Solids, 3.43/4.00
Brown University 2006 — 2010
Bachelor of Science, Engineering - Mechanics, 3.89/4.00
Stone Harbor Investment Partners July 2012 - Present
Textallinone.com July 2011 - 2012
AllianceBernstein June 2011 - December 2011
Stone Harbor Investment Partners May 2010 - August 2010
Ameriprise Financial May 2009 - August 2009
Easytel LLC June 2008 - August 2008
Skills
Equities, Bloomberg, Securities, Fixed Income
Education
Boston University - School of Management 2008 — 2012
Operations Management, Finance
MasterCard Advisors April 2015 - Present
PwC August 2011 - April 2015
Diamond Management & Technology Consultants June 2010 - August 2010
Merrill Lynch February 2006 - July 2009
AllianceBernstein 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Business Strategy, Strategic Planning, Competitive Analysis, Quantitative Analytics, Market Research, Program Management, Portfolio Management, Operating Models, Leadership, Finance, Change Management, Financial Services
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance, Economics and Strategy
Bucknell University 2000 — 2004
Bachelor of Science in Business Administation
Virtusa November 2013 - Present
OSB Co. November 2012 - November 2013
EMC October 2010 - October 2011
AllianceBernstein 1992 - 2009
Oppenheimer & Co. 1981 - 1992
Gruntal & Co., L.L.C 1979 - 1981
Skills
Financial Services, SDLC, Risk Management, Project Management, Asset Managment, Portfolio Management, Business Analysis, Process Improvement, Requirements Analysis, Vendor Management, Fixed Income, SharePoint, Analysis, Asset Management, Outsourcing, Management, Project Portfolio..., Software Development, Business Process..., Security, Leadership
Education
Harvey Mudd College
BS, IPS Mathematical Psychology
California Institute of the Arts
MFA credits, Dance
New York University - School of Continuing Education
Certificate, Computer Programming
AllianceBernstein October 2005 - Present
WestLB 2001 - 2003
Credit Suisse First Boston 1998 - 2001
Bayerische Landesbank 1995 - 1998
UBS 1993 - 1995
Bank of Tokyo-Mitsubishi 1987 - 1993
Skills
Derivatives, Equities, Credit, FX, Options, Fixed Income, Documentation, Swaps, Rates, FX Options, Confirmations, Middle Office, Equity Derivatives, Commodities, Back Office, Credit Derivatives, ISDA, CDS, Interest Rate..., Confirmation, Commodity, Securities, Bloomberg, Hedge Funds, Structured Products
Education
Capella University
BS, Business Administration
Kingsborough Community College
Business
AllianceBernstein July 2010 - Present
IRIS Software Inc. May 2009 - July 2010
BlackRock Solutions March 2008 - November 2008
BlackRock Solutions January 2007 - March 2008
BlackRock Solutions January 2002 - December 2006
BlackRock Solutions November 2000 - December 2001
IBM Thomas J. Watson Research Center May 1995 - October 2000
IBM AdStar division February 1993 - July 1993
Education
Purdue University 1993 — 1995
MS, Computer Science
California Polytechnic State University-San Luis Obispo 1989 — 1992
BS, Computer Engineer
Damascus Community Bank September 2015 - Present
Arlington Community Federal Credit Union July 2010 - September 2015
McGladrey & Pullen July 2009 - February 2010
Moss Adams October 2006 - April 2009
Deloitte & Touche August 2004 - October 2006
Buchbinder Tunick & Company January 2004 - August 2004
AllianceBernstein February 1999 - November 2002
Skills
Financial Reporting, General Ledger, Account Reconciliation, Year End Close, Fixed Assets, Journal Entries, General Ledger..., Financial Accounting, Sensitivity Analysis, GAAP, Big 4, Credit Unions, Spreadsheets, Problem Solving, Year-end Close, Auditing, Tax, Corporate Tax, IFRS, Revenue Recognition, Internal Controls, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Statements, Managerial Finance
Education
Pace University 2003 — 2004
MS
George Washington University 1996 — 1998
MBA
Bryant University 1988 — 1991
BS
The Farrell Law Firm, LLP October 2013 - Present
eScholar December 2009 - October 2013
AllianceBernstein October 2005 - November 2008
Sanford C. Bernstein June 1998 - October 2005
Cambridge Technology Partners November 1995 - June 1998
Prudential Financial January 1995 - November 1995
Oracle July 1990 - August 1993
Skills
Patent Prosecution, Legal Writing, Legal Research, Data Analysis, Requirements Analysis, Technical Writing, Database Development, System Design
Education
Brooklyn Law School 2011 — 2015
Doctor of Law (J.D.), Law, 3L
Columbia Engineering 1993 — 1995
M.S., Computer Science
Spelman College 1986 — 1990
B.S., Computer Science
AllianceBernstein Investments September 1998 - December 2008
AllianceBernstein 1998 - 2008
Phoenix Duff & Phelps March 1993 - June 1998
Govett Asset Management January 1987 - December 1992
Alliance Capital Management January 1975 - December 1986
Education
Bowling Green State University 1964 — 1968
BSc
State University of New York at Westchester September 2013 - Present
Freelance Writer and Editor September 2004 - Present
J.P. Morgan November 2003 - September 2004
AllianceBernstein June 2000 - November 2003
US Rep Phil English 1994 - 1996
Skills
Creative Writing, Content Development, Copy Editing, Editorial, Social Media
Education
Boston University
Master's degree, Journalism
Lehigh University
Bachelor of Arts (B.A.), Journalism
Goldman Sachs July 2014 - Present
CFRA Research 2011 - June 2014
AllianceBernstein 2006 - 2011
Bear Stearns 2005 - 2006
Education
Bucknell University 1998 — 2002
Phillips Exeter Academy
AllianceBernstein August 2006 - Present
Skills
Fixed Income, Series 7, Mutual Funds, Bonds, Investments
Education
Bryant University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
AB August 2015 - Present
St. Luke's Cornwall Hospital Health Systems Foundation April 2014 - Present
AllianceBernstein August 2011 - August 2015
AllianceBernstein January 2007 - August 2011
Merrill Lynch January 2005 - May 2005
Skills
Microsoft Office, Team Management, Excel, Customer Service, Bloomberg, Hedge Funds, Macro, Private Equity, Commingled Fund, Microsoft Excel, Fixed Income, Equities, Alternative Investments, Analysis, Mutual Funds
Education
Central Connecticut State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
The Home Depot May 2008 - Present
Comcast Cable March 2007 - May 2008
AllianceBernstein April 1998 - May 2006
Beth Israel Medical Center November 1989 - April 1998
Integrated Resources Inc. August 1988 - November 1989
Thompson Mckinnon Sec. Inc. January 1987 - July 1988
Sizzler Family Steakhouse January 1979 - October 1986
Skills
Data Center, Unix, Windows Server, Servers, Active Directory, JCL, Software Documentation, z/OS, System Administration, MVS, COBOL, Microsoft Exchange, Windows, IBM Mainframe, XP, CICS
Education
City University of New York-Brooklyn College 1982 — 1986
Computer and Information Science
City University of New York City College 1980 — 1982
Computer and Information Science
Edward R. Murrow 1976 — 1980
Academic
Holy Cross 1968 — 1976
Bloomberg LP January 2015 - Present
Bloomberg LP January 2013 - Present
Bloomberg LP January 2011 - December 2013
Bloomberg LP August 2009 - December 2010
Macquarie Bank March 2004 - May 2009
Pryor Cashman LLP May 2001 - March 2004
AllianceBernstein August 2000 - May 2001
Frederick Goldman, Inc. June 1998 - August 2000
Skills
Employee Relations, Performance Management, Financial Services, Risk Management, Onboarding, Leadership, Process Improvement, Deferred Compensation, Change Management, Talent Acquisition, Project Management, HR Policies, Employee Benefits, Vendor Management, Human Resources, Talent Management, Investment Banking, Employee Engagement, Mergers, Workforce Planning
Education
Brunel University London
Political Science
State University of New York College at Brockport
Bachelor of Arts, Political Science and International Studies
Bank of America Merrill Lynch June 2014 - Present
Moore Capital Management December 2013 - May 2014
XL Group Investments LLC, Investment Strategy and Analytics June 2013 - November 2013
AllianceBernstein June 2013 - September 2013
Agricultural Bank of China February 2012 - June 2012
China Zheshang Bank, headquarters, product-developing department July 2011 - August 2011
MassMutual Financial Group August 2010 - August 2010
Skills
Financial Modeling, VBA, Matlab, Microsoft Excel, C++, Derivatives, Research, Bloomberg, Data Analysis, SAS, Financial Analysis, Accounting, PowerPoint, Microsoft SQL Server, Microsoft Office, Stata, Econometrics, Quantitative Finance, Teamwork, Economics, Portfolio Management, Quantitative Analytics, Bloomberg Terminal, Credit Risk, Financial Markets, Statistics, R, Risk Management, Monte Carlo Simulation, Finance, Analysis, Eviews, Valuation, Time Series Analysis, Corporate Finance, Trading, Fixed Income, Equity Research, Banking, Investments, Options, Equity Derivatives, Stochastic Calculus, SQL, FX Options, MBS, C#, Hedge Funds, Market Risk, Visual Basic for...
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Quantitative Finance, 3.95/4
Case Western Reserve University 2011 — 2011
Finance, General (Exchange), 4.0/4.0
Tongji University 2008 — 2012
Bachelor's Degree, Economics, Software Engineering, 4.5/5
Invesco Ltd. September 2014 - Present
AllianceBernstein February 2014 - August 2014
AllianceBernstein June 2011 - January 2014
AllianceBernstein December 2010 - June 2011
Bernstein Global Wealth Management June 2009 - November 2010
Goldman Sachs June 2007 - May 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Chapman University 2004 — 2008
Bachelor of Science (B.S.), Finance & Management
AllianceBernstein May 2014 - Present
NFNT May 2012 - May 2014
Intela-Hear Alliance December 2013 - April 2014
Scipio Labyrinth May 2013 - August 2013
Brigham Young University - Hawaii September 2012 - April 2013
Scipio Labyrinth May 2012 - August 2012
Brigham Young University - Hawaii September 2011 - August 2012
OrangeSoda March 2010 - August 2010
Skills
Finance, Investments, Financial Statement..., Problem Solving, Teamwork, Microsoft Office, Equity Research, Accounting, Valuation, Leadership, Business Planning, Corporate Finance, Financial Market..., Economic Research, Data Analysis, Time Management, Sales, Equity Valuation, Market Research, Team Leadership, Multi-cultural Team..., Microsoft Word, PowerPoint, Financial Modeling, Bloomberg, Research, Microsoft Excel, Public Speaking, Competitive Analysis, Entrepreneurship, Data Mining, Financial Analysis, Bloomberg Terminal, Economic Data Analysis, Data Modeling, Financial Data, Equity Research Analysis, Team Management, Economics, Management, Due Diligence, HTML, CSS, SEO, Event Management, QuickBooks, Social Networking, Product Development, Social Media Marketing, WordPress
Education
Brigham Young University - Hawaii 2010 — 2013
Bachelor of Science (B.S.), Business Management - Finance, GPA 3.7
Ipreo January 2014 - Present
Ipreo October 2010 - January 2014
AllianceBernstein February 2008 - October 2010
Drake Management January 2007 - January 2008
Citco Fund Services June 2006 - January 2007
Citco Fund Services December 2005 - June 2006
Skills
Bloomberg, Microsoft Excel, Equities, Fixed Income, Capital Markets, Visual Basic, Financial Modeling, Hedge Funds, Financial Analysis, Valuation, Finance, Investments, Financial Services, Derivatives, Securities, Analysis, Data Analysis, Financial Markets, Bloomberg Terminal, SQL, Access, Real Estate, Real Estate Financing
Education
Boston University Questrom School of Business 2000 — 2004
Business, Finance
USAA March 2014 - Present
iHeartMedia August 2013 - March 2014
Group O June 2013 - August 2013
BRG March 2012 - April 2013
AllianceBernstein August 2006 - March 2012
AppleOne for Emdeon Corp. July 2005 - January 2006
Blackmon Mooring August 2002 - February 2004
Dollar Thrifty Automotive Group March 2001 - March 2002
American Express December 1996 - February 2001
Skills
Access, Data Analysis, Microsoft Excel, Financial Analysis, Business Analysis, Analysis, Pivot Tables, Accounting, Project Management, Forecasting, Microsoft Office, Budgets, Process Improvement, Management, Team Management, Financial Reporting, System Administration, Auditing, Customer Service, Team Building, SharePoint, Six Sigma, Change Management, SDLC, Training, PowerPoint, Risk Management, MS Project, Visio, Leadership, Quality Assurance, Databases, Business Process..., Cross-functional Team..., Recruiting, Vendor Management, Project Planning, SQL, Program Management, Contract Management, Software Documentation, Security, Team Leadership, Operations Management, Requirements Analysis, Microsoft SQL Server, Business Intelligence, PeopleSoft, Troubleshooting, Integration
Education
The University of Texas at Arlington 2002 — 2005
BA, Interdiscplinary Studies - New Business Development
Broward Community College 1999 — 2001
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Otto Specht June 2015 - Present
Self November 2013 - Present
HedgeServ Corporation June 2012 - October 2013
Paladyne Systems, A Broadridge Company November 2011 - June 2012
NanoHoldings LLC October 2010 - November 2011
GlobeOp Financial Services January 2002 - May 2010
AllianceBernstein October 1998 - December 2001
RogersCasey September 1996 - October 1998
Comdisco September 1984 - August 1996
IBM September 1981 - August 1984
Skills
Financial Services, Capital Markets, Team Building, Energy, Private Equity, Portfolio Management, Asset Managment, Equities, Financial Modeling, Venture Capital, Investor Relations, Hedge Funds, Valuation, Entrepreneurship, Asset Management, Finance, Start-ups, Business Development, Due Diligence, Derivatives, Financial Markets, Bonds, FX Options, Financial Risk, Fixed Income, Alternative Investments, Trading, Fund Administration, Investment Management, Options, Investments
Education
Bowdoin College 1969 — 1973
BA
MIT 1973 — 1974
AllianceBernstein August 2013 - Present
AllianceBernstein February 2012 - August 2013
AllianceBernstein L.P April 2007 - February 2012
Channel Capital Group December 2005 - April 2007
Skills
Economics, Financial Markets, Hedge Funds, Financial Modeling, Investments, Asset Managment, Alternative Investments, Fixed Income, Equities, Corporate Finance, Series 7, Valuation, Portfolio Management, Financial Analysis, Fund Of Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Finance
Brown University 2001 — 2005
B.A, Business Economics
Man Group May 2015 - Present
AllianceBernstein January 2012 - May 2015
Deutsche Bank Securities November 2011 - January 2012
Babson Capital Management, LLC July 2010 - October 2011
Hon. Elizabeth S. Stong, US Bankruptcy Court, EDNY January 2010 - April 2010
New York Liquidation Bureau September 2009 - December 2009
NYS Grievance Committee May 2009 - August 2009
Cahill Gordon & Reindel, LLP June 2006 - August 2008
Skills
Series 7, Westlaw, Series 24
Education
Brooklyn Law School 2008 — 2011
Juris Doctor
State University of New York College at New Paltz
Bachelor of Arts, English
AllianceBernstein November 2013 - Present
Standard & Poor's March 2013 - November 2013
Standard & Poor's July 2010 - March 2013
ING February 2010 - July 2010
Metropolitan Life Insurance Company May 2009 - August 2009
Skills
Quantitative Finance, Financial Engineering, Derivatives, Risk Management, Quantitative Analytics, VBA, Hedging, Fixed Income, ALM, Portfolio Management, Market Risk, Bloomberg, Actuarial Science, Quantitative Investing, Capital Markets, Time Series Analysis, Options, Equity Derivatives, Credit Derivatives, Portfolio Optimization
Education
Carnegie Mellon University 2008 — 2009
Master, Computational Finance
Renmin University of China 2004 — 2008
Bachelor, Statistics
BlackRock September 2010 - Present
Morgan Stanley July 2007 - August 2010
AllianceBernstein 2005 - 2005
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Capital Markets, Investments, Valuation, Financial Modeling, Series 7, Investment Management, Investment Strategies, Asset Allocation, Mutual Funds, Bonds, Financial Markets, Options, Structured Products
Education
Brown University 2003 — 2007
Bachelor of Science (B.S.), Computer Science and Economics
Hackley
Purchase
Cohen & Steers August 2013 - Present
AllianceBernstein February 2007 - August 2013
Houlihan Lokey Howard & Zukin July 2005 - February 2007
AllianceBernstein November 2000 - April 2003
Skills
Valuation, Asset Managment, Financial Modeling, Portfolio Management, Investments
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MBA, Finance, Accounting, Quantitative Methods
Vanderbilt University 1995 — 1998
B.S., Human and Organizational Development
Allianz Global Investors March 2009 - Present
PIMCO/Allianz Global Investors March 2009 - October 2010
AllianceBernstein December 1990 - October 2008
VanKampen, Morris and Stone March 1983 - September 1990
Skills
Financial Services, Equities, Series 6, Management, Securities, ETFs, Risk Management, FINRA, 401k, Hedge Funds, Sales, Leadership, Banking, Financial Advisory
Education
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
College for Financial Planning
CFP, Certified Financial Planner
University of California, Irvine
M.S., Administration
California State Polytechnic University-Pomona
BS, Business Management
Wells Fargo Advisors September 2008 - Present
Lehman Brothers August 2006 - August 2008
Bernstein Global Wealth Management July 2002 - August 2006
AllianceBernstein June 2002 - August 2006
Comdisco June 1988 - May 2002
Memorex 1983 - 1988
Education
San Jose State University 1985 — 1986
MBA, Finance
California State University-Chico 1980 — 1983
B.S., Business Administration, Finance
Del Mar High School 1974 — 1979
AllianceBernstein February 2012 - Present
Credit Suisse July 2008 - January 2012
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Latin America, Investments, Financial Reporting, Banking, Financial Accounting
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Boston University
DHS/FEMA April 2011 - Present
AllianceBernstein August 2004 - April 2011
California Institute of Technology September 1999 - August 2004
University of California, Irvine 1989 - 1999
Skills
Conflict Management, Conflict Resolution, Mediation, Workshop Facilitation, Dispute Resolution, Employee Relations, Organizational..., Alternative Dispute..., Leadership Development, Training, Government, Policy, Team Building, Nonprofits, Community Outreach, Coaching, Policy Analysis, Executive Coaching, Program Development, Fundraising, Leadership, Program Management, Public Speaking, Staff Development, Community Development, Public Policy
Education
California State University-Fullerton 1977 — 1980
MPA, Public Administration
Michigan State University 1964 — 1968
BA, Psychology
WebSafety July 2015 - Present
AllianceBernstein March 2015 - May 2015
DISCERN August 2014 - January 2015
Golden State Warriors May 2014 - August 2014
Play N Trade Video Games May 2008 - August 2008
Skills
Microsoft Excel, Financial Analysis, Corporate Finance, Public Speaking, French, Finance, Financial Modeling, Financial Planning, Econometrics, VBA, Statistical Modeling, Microsoft Dynamics, EViews, Strategic Financial..., R, Python, Equities, Equity Derivatives, Hedging, Trading, Trading Strategies, Options, Microsoft Office, Leadership, Data Analysis, PowerPoint, Procurement, Proformas, Budget Forecasts, Reporting & Analysis, Valuation, Portfolio Management, Investments, Research, Statistics, Strategic Planning, Analysis, Market Research
Education
University of San Francisco 2011 — 2013
Bachelor of Arts (B.A.), Economics, French
Brigham Young University 2006 — 2008
Associates, Finance, French
Initiative February 2011 - Present
Ancona Insurance Services February 2009 - February 2011
Union Bank November 2008 - January 2009
AllianceBernstein September 2008 - November 2008
Merrill Lynch September 2007 - December 2007
Skills
Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Analysis, Forecasting, Budgets, Accounting, Management, Strategic Planning, Business Strategy, Customer Service, Finance, Marketing, Sales, New Business Development, Financial Modeling, Market Research, Corporate Finance, Banking, Risk Management, Managerial Finance, Analytics
Education
California State University-Northridge 2005 — 2007
B.S., Business Administration - Finance
AllianceBernstein October 2010 - Present
JP Morgan Chase March 2010 - October 2010
Morgan Stanley June 2009 - March 2010
Skills
Trading, Equity Derivatives
Education
Bucknell University 2005 — 2009
BA, Economics
LinkedIn December 2014 - Present
American Express May 2013 - November 2014
American Express April 2011 - May 2013
AllianceBernstein August 2010 - January 2011
American International Group June 2006 - July 2010
Western Pennsylvania Hospital June 2005 - August 2005
Dell Inc April 2003 - June 2004
Dell Inc April 2003 - June 2004
Dell Inc April 2003 - June 2004
Dell Inc May 2002 - April 2003
Skills
CRM, Business Intelligence, Strategy, Business Analysis, Program Management, Project Management, Data Analysis, Business Development, Management, Analysis, Requirements Analysis, Business Strategy, Direct Marketing, Leadership, Data Warehousing, Marketing Strategy, Segmentation, Enterprise Software, Marketing, Project Planning, ERP, Integrated Marketing, Cross-functional Team..., Analytics, Database Marketing, Digital Marketing, Product Management, Data Mining, Competitive Analysis, Vendor Management
Education
Carnegie Mellon University 2004 — 2005
Master's Degree, Information Systems Management
Chinese Culture University 2001 — 2002
Cert, Internet Database Program Design
National Taiwan Ocean University 1994 — 1998
Bachelor's Degree, Food Science
AllianceBernstein December 2006 - Present
Dow Jones November 2003 - October 2006
Techologic Partners/ VentureWire April 2001 - October 2003
Xpedior / Kinderhook Systems November 1999 - April 2001
Skills
C#, Java, XML, Xsd, DTD, ASP.NET, SQL, Advanced CSS, JavaScript, XSLT, HTML/XML, WCF, Microsoft SQL Server, XSD, Databases, CSS, .NET, MySQL
Education
City University of New York-Brooklyn College 1995 — 1999
BS, Computer and Information Science
Bank of America July 2012 - Present
Jones Day August 2006 - July 2012
BofA Merrill Lynch 2008 - 2009
AllianceBernstein 2000 - 2004
Education
Case Western Reserve University School of Law 2003 — 2006
JD
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (BA)
Westminster School
CNECT, LLC December 2011 - Present
Nomura June 2010 - December 2011
AllianceBernstein April 2006 - July 2010
Merrill Lynch July 1997 - April 2006
Fidelity Investments 1994 - 1997
Skills
Data Warehousing, Product Control, Business Intelligence, Supply Chain Management, General Ledger, Financial Control, Web Development, Software Project..., Department Management, Relational Databases, Budget Management, Financial Systems, Strategic Financial..., Informatica, ETL, Financial Services, Budgets, Sourcing, Capital Markets, Wealth Management, Team Leadership, Technological Innovation, Business Process..., Strategic Planning, Six Sigma, CMM, Analysis, Financial Audits, Risk Management, SDLC, Management, Trading Systems, Databases, Program Management, Management Consulting, Derivatives, Project Management, Business Analysis, Equities, Strategy, Finance, Leadership, Enterprise Software, Vendor Management, Analytics, IT Strategy
Education
Brown University 1988 — 1992
B.A., Economics, Engineering
Capital Group Private Client Services March 2012 - Present
AllianceBernstein March 2003 - March 2012
Deloitte and Touche 2002 - 2003
Education
Lehigh University - College of Business and Economics 1998 — 2002
BS, Finance
Choate Rosemary Hall
HSBC Global Asset Management March 2008 - Present
AllianceBernstein September 2000 - March 2008
Skills
Fixed Income, Portfolio Management, Trading, Money Market, Bond Funds, Asset Managment, Series 3, Investment Management, Mutual Funds, Asset Allocation, Investment Strategies
Education
California State University-Long Beach - College of Business Administration 1997 — 2000
Finance
AllianceBernstein August 1999 - Present
Education
City University of New York 1993 — 1997
StrongView August 2014 - Present
StrongView August 2012 - August 2014
The Rock Creek Group October 2010 - August 2012
Deloitte Consulting May 2009 - October 2010
AllianceBernstein July 2006 - November 2008
Alliance Bernstein 2006 - November 2008
Education
Brandeis University 2007 — 2010
Master’s Degree, Software Engineering
Rochester Institute of Technology 2001 — 2006
AllianceBernstein January 1987 - Present
Alliance Capital Management 1994 - 2002
Equitable Capital January 1987 - 1994
Skills
Fixed Income, Asset Managment, Bloomberg, Portfolio Management, Securities, Capital Markets, Trading Systems, Middle Office, Trading, Financial Markets, Investment Management, Corporate Actions, Equities, Asset Management, Bonds, Mutual Funds
Education
City University of New York City College
Wells Fargo Securities March 2015 - Present
Wells Fargo April 2012 - Present
Wells Fargo Securities July 2011 - March 2012
Carnegie Mellon University June 2010 - August 2010
SecondMarket, Inc. January 2009 - July 2009
Oppenheimer Capital February 2007 - September 2008
AllianceBernstein 2006 - 2007
Consulting Services 2002 - 2005
Skills
Valuation, Financial Modeling, Equities, Statistics, Investments, Bloomberg, Investment Strategies, Hedge Funds, Investment Advisory, Portfolio Management, Alternative Investments, Consulting, Financial Analysis, Marketing, Derivatives, Asset Management, Asset Allocation, Trading, Fixed Income, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Investment Strategy (select program) – quantitative finance, financial engineering, and strategy
Dartmouth College 2000 — 2004
AB, Geography/Economics, Cum Laude
CFA Institute
CFA Institute, CFA
Garden City High School
The Blackstone Group March 2012 - Present
AllianceBernstein December 2006 - March 2012
Credit Suisse September 2004 - December 2006
HSBC Halbis Capital Management 2006 - 2006
Global Consulting Group August 2002 - August 2004
Skills
Investor Relations, Hedge Funds, Asset Managment, Equities, Wealth Management, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Investments, Portfolio Management, Alternative Investments, Financial Services, Financial Markets, Capital Markets, Private Equity, Trading, Derivatives, Series 7, Corporate Communications, Strategy, Fund Of Funds, Asset Management, Wealth Management..., Emerging Markets
Education
Boston University 1988 — 1993
MA, PhD, Classics
Emory University 1983 — 1987
BA, English & Classics
Citadel LLC September 2015 - Present
AllianceBernstein August 2012 - August 2015
AllianceBernstein October 2010 - October 2012
Pipeline Financial Group April 2008 - October 2010
AllianceBernstein April 2007 - November 2007
Skills
Trading Systems, Electronic Trading, Derivatives, Equities, Bloomberg, Hedge Funds, Quantitative Finance, Quantitative Investing, Equity Derivatives, Fixed Income, Trading, Equity Trading, Econometrics, Market Microstructure
Education
City University of New York
Ph.D., Market Microstructure, Financial Economics
Moscow State University 1992 — 1997
M.S., Applied Mathematics/Applied Mechanics
LibreMax Capital, LLC June 2010 - Present
AllianceBernstein September 1999 - May 2010
Education
Brooklyn Law School 1990 — 1993
JD
Yale University 1986 — 1990
BS, Economics and Political Science
AllianceBernstein March 2003 - Present
Education
California State University-Los Angeles 1996 — 2001
Credit Suisse Private Bank USA October 2012 - Present
AllianceBernstein February 2006 - October 2012
Merrill Lynch Investment Managers January 2001 - February 2006
Merrill Lynch Investment Managers June 1999 - January 2001
Skills
Mutual Funds, Asset Managment, Asset Allocation, Investments, Wealth Management, Series 7, Alternative Investments, Estate Planning, Investment Management, Strategic Financial..., Finance, High Net Worth...
Education
Bucknell University
BSBA, Management, Economics, Psychology
L
L
The Hun School of Princeton
Morgan Stanley October 2011 - Present
MBIA January 2008 - October 2011
AllianceBernstein October 2005 - January 2008
Pfizer April 2005 - October 2005
Skills
Financial Modeling, Fixed Income, Capital Markets, Financial Analysis, Asset Management, Corporate Finance, Valuation, Portfolio Management, Hedge Funds, Derivatives
Education
California State University-Fullerton 1999 — 2000
MBA, Finance
Credit Suisse March 2015 - Present
Emerging Global Advisors September 2009 - March 2015
AllianceBernstein July 2007 - September 2009
UBS Wealth Management May 2006 - July 2007
Education
Boston University Questrom School of Business 2002 — 2006
BS
BNP Paribas May 2013 - Present
J.P. Morgan January 2011 - May 2013
J.P. Morgan December 2007 - December 2010
Citi 2002 - December 2007
FundWatchDog LLC 2001 - 2003
State Street Corporation 2000 - 2001
Arthur Andersen & Co. 1998 - 2000
BISYS Fund Services 1995 - 1998
AllianceBernstein 1988 - 1995
U.S. Securities and Exchange Commission 1985 - 1988
Skills
Fund Administration, Securities, Mutual Funds, Hedge Funds, Investment Management, Alternative Investments, Financial Services, Asset Management, Securities Regulation, Asset Managment, FINRA, Due Diligence, Private Equity, Risk Management, Corporate Governance, Investments
Education
Georgetown University Law Center 1985 — 1989
LLM, Securities Regulation
Boston University School of Law 1981 — 1984
J.D., Law
John Carroll University 1977 — 1981
Bachelor's Degree, Political Science
AllianceBernstein January 2013 - Present
AllianceBernstein October 2011 - February 2013
AllianceBernstein April 2007 - October 2011
AllianceBernstein Global Wealth Management May 2004 - April 2007
Yanni Partners Investment Consulting May 2003 - May 2004
Skills
Portfolio Management, Investments, Equities, Asset Management, Financial Modeling, Derivatives, Hedge Funds, Bloomberg, Fixed Income, Capital Markets
Education
Carnegie Mellon University 1999 — 2002
Bachelor of Science; Bachelor of Science, Economics; Policy Management
PGBA LLC September 2013 - Present
PGBA LLC July 2012 - September 2013
Aflac March 2011 - August 2012
AllianceBernstein 2001 - 2008
alliance 1999 - 2008
Sanford C. Bernstein 1987 - 2000
Skills
Vendor Management, Management, Databases, SDLC, Project Management, Disaster Recovery, Business Analysis, Process Improvement, SharePoint, Budgets, Leadership, Risk Management, Data Center, IT Strategy, Information Technology, Infrastructure
Education
City University of New York City College
pre-Engineering
John Bowne H.S.
Regents Diploma
AllianceBernstein January 2006 - November 2008
RogersCasey 2003 - 2006
Morgan Stanley Investment Management 1995 - 1999
morgan stanley 1992 - 1994
Skills
Alternative Investments, Asset Management, Asset Allocation, Equities, Asset Managment, Capital Markets, Hedge Funds, Investments, Investment Management, Investment Strategies, Portfolio Management, Fixed Income
Education
University of Pennsylvania - The Wharton School 1989 — 1991
mba, finance
Brown University
BA
Hebrew Union College 2010 - Present
AllianceBernstein 2001 - Present
Baruch College April 2010 - July 2014
HUC-JIR 2003 - 2011
Wellgen Corp. 2000 - 2010
Temple Shaaray Tefila 2003 - 2009
Poseidon Undersea Resorts, LLC 2007 - 2008
Xerox Corporation 1966 - 1978
Skills
Corporate Finance, Fundraising, Due Diligence, Strategic Planning, Public Speaking, Nonprofits, Leadership Development, Marketing, Non-profits, Financial Modeling, Mergers & Acquisitions, Start-ups, Private Equity, Event Planning, DCF, Mutual Funds, Investments, Leadership, Business Strategy, Management, Venture Capital, Budgets, Hedge Funds, Research, Team Building, Alternative Investments
Education
Brooklyn Law School 1957 — 1961
Doctor of Law (JD), Law
RAPP January 2014 - Present
RAPP April 2013 - January 2014
J.P. Morgan April 2012 - March 2013
AllianceBernstein April 2009 - February 2012
AllianceBernstein July 2007 - April 2009
AllianceBernstein February 2003 - July 2007
AllianceBernstein January 2001 - March 2002
AllianceBernstein June 1998 - January 2001
Skills
Hedge Funds, Analytics, Equities, Fixed Income, Bloomberg, Alternative Investments, Portfolio Management, Asset Managment, Financial Modeling, Capital Markets, Derivatives, Investments, Big Data, VBA, Portfolio Optimization, SQL, Quantitative Analytics, Asset Management, Valuation
Education
New York University 2008 — 2012
MA, Economics
International Wine Center 2010 — 2010
Advanced Certificate, Wine & Spirits
Case Western Reserve University 1994 — 1998
BS, Management Science
WATT Fuel Cell November 2012 - Present
Grogan Co May 2011 - November 2012
MillenWorks May 2009 - April 2011
AllianceBernstein July 2008 - May 2009
DARPA Grand Challenge Team Caltech October 2004 - October 2007
Skills
Matlab, Product Design, Engineering Management, Finite Element Analysis, Systems Engineering, Engineering, Solidworks, Simulink
Education
Caltech 2004 — 2008
BS, Mechanical Engineering
Amazon September 2015 - Present
Amazon July 2014 - Present
Amazon May 2013 - August 2013
Knight Capital Group July 2010 - May 2012
AllianceBernstein August 2009 - July 2010
AllianceBernstein September 2007 - August 2009
Skills
Microsoft Excel, Financial Modeling, Fixed Income, PowerPoint, Pivot Tables
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
MBA, Finance
University of Rochester 2003 — 2007
BA, Economics and English
Stuyvesant High School 1999 — 2003
Thyme Technologies, Inc. January 2012 - October 2013
Capco April 2012 - August 2012
Capco November 2011 - March 2012
Capco September 2011 - November 2011
Capco October 2010 - August 2011
Capco April 2010 - September 2010
AllianceBernstein August 2009 - March 2010
AllianceBernstein February 2008 - July 2009
Milli Micro Systems Inc June 2006 - December 2007
Frontlistings Innovations September 2006 - October 2007
Skills
Business Analysis, Project Management, Business Development, Program Management, Entrepreneurship, Investments, Organizational Design, IT Strategy, SDLC, Management Consulting, Analysis, Consulting, Strategy, Analytics, Leadership, Management, Derivatives, Sales, Requirements Analysis
Education
Carnegie Mellon University 2004 — 2007
B.A, Information Systems
London School of Economics and Political Science 2006 — 2006
Management Information Systems, General
Canadian academy 2002 — 2004
High School Degree - IB Diploma
Stroock & Stroock & Lavan LLP March 2015 - Present
Debevoise & Plimpton LLP July 2013 - March 2015
MetLife October 2012 - May 2013
Interbrand 2012 - 2012
AllianceBernstein August 2007 - August 2011
Hudson Yards (formerly Horan Imaging) December 1996 - February 2007
CPS Group, Bozell Worldwide Advertising April 1995 - November 1996
Skills
Eidos Media Methode 3.5, Adobe Acrobat, Adobe Creative Suite, Dreamweaver, Layout, InDesign, Image Manipulation, Mac, Photoshop, Pre-press, Illustrator, QuarkXPress, Web Design, Microsoft Office, PowerPoint, Advertising, Newsletters, Brochures, Graphics, Graphic Design, Microsoft Office..., XML, CSS, HTML, Corporate Identity, Microsoft Excel, Presentation Design, English, Typography, Color Correction, Image Editing, Logo Design, Proofreading, Magazines, Annual Reports, Adobe InDesign, HTML emails, Online Design, Adobe Photoshop, Adobe Illustrator, Retouching, Package Design, Print Production, Copy Editing, Desktop Publishing, Fireworks, Photo Editing, Magazine Design, Financial Charts &..., Logos
Education
Brandeis University
Philosophy
SMBC Nikko Securities America, Inc. May 2015 - Present
Bank of America Merrill Lynch September 2009 - March 2013
AllianceBernstein November 2006 - November 2008
CGI-AMS July 2004 - October 2006
Education
Carnegie Mellon University 2000 — 2004
BS, Information Systems
Allianz June 2010 - Present
AllianceBernstein February 2001 - May 2010
Oppenheimer Capital May 1996 - February 2001
Oppenheimer Capital May 1996 - February 2001
DIME Savings Bank March 1987 - May 1996
Education
City University of New York-Brooklyn College 1995 — 1998
Masters of Economics, Economics
City University of New York-Brooklyn College 1986 — 1991
Bachelor of Science, Business, Management and Finance
Rebar Systems, LLC December 2014 - Present
Point 72 (Cubist Systematic, nee SAC Capital) January 2011 - November 2014
AllianceBernstein July 2007 - January 2011
Interactive Data July 2006 - July 2007
Bear Stearns & Co Inc December 1999 - July 2007
Reuters August 1997 - December 1999
Interactive Brokers October 1992 - August 1997
Skills
Low Latency, RMDS, Wombat, Trading Systems, Market Data, Electronic Trading, Reference Data, Bloomberg, Exchange Connectivity, Financial Markets, Vendor Management, Data Center, Equities, Fixed Income, Options, Disaster Recovery, Unix, Solaris
Education
Budapest University of Technology and Economics 1987 — 1992
MSc, Computer Science
AllianceBernstein March 2004 - Present
Morgan Stanley November 1994 - November 2001
Skills
Email Marketing, PowerPoint, Microsoft Office, Adobe Acrobat, Microsoft Excel, Microsoft Word, Marketing Communications, Desktop Publishing, Dreamweaver, Editing, Adobe Creative Suite, Visio, InDesign, SQL, Web Development, Excel, Word, Pardot, ExactTarget, Adobe Fireworks, adobe premiere
Education
City University of New York City College
City University of New York City College
BNY Mellon August 2014 - Present
Lord, Abbett & Co. LLC August 2013 - July 2014
The Bank of New York Mellon May 2009 - August 2013
AllianceBernstein August 2000 - November 2008
AllianceBernstein January 1994 - May 2000
Davis Polk & Wardwell LLP June 1989 - December 1993
Skills
Investments, Mutual Funds, Corporate Governance, Securities, Fixed Income, Investment Management, Hedge Funds, Series 7, Portfolio Management
Education
Brooklyn Law School 1996 — 2000
Juris Doctor
Senior Regional Director 1986 - Present
WM Group of Funds April 2003 - 2006
AllianceBernstein March 1999 - March 2003
Kemper Funds February 1996 - March 1999
Skills
Wealth Management, Investments, Retirement Planning, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Services, Financial Advisory
Education
California State University-Long Beach - College of Business Administration 1980 — 1983
BS, Marketing
The University of Akron 1978 — 1980
Business
Lifeline Assets Member, Board of DirectorsAsian American InstituteJanuary 2011 - Present
Therapeutic Proteins Inc. 2010 - Present
Human Development Foundation of North America 2008 - Present
Alliance Capital Management 1994 - 2008
AllianceBernstein 1994 - 2008
Merrill Lynch May 1992 - February 1994
Citibank - Citibank Select Investments June 1991 - May 1992
Goldman Sachs 1986 - 1988
Skills
Investments, Equities, Alternative Investments, Asset Managment, Portfolio Management, Equity Research, Private Equity, Capital Markets, Valuation, Financial Modeling, Investment Management, Emerging Markets, Due Diligence, Securities, Entrepreneurship, Investment Strategies, Corporate Development, Investment Banking, Executive Management, Mergers & Acquisitions, Investment Advisory, Asset Allocation, Finance, Fixed Income, Funding, Asset Management
Education
Stanford University Graduate School of Business 1989 — 1991
PhD - ABD, Business
University of Cambridge 1988 — 1989
M.Phil., Finance
Brown University 1983 — 1986
Sc.B., Computer Science
The Johns Hopkins University 1982 — 1983
B.Sc., EECS
Alliance Capital Management 1986 - 2006
Alliance Bernstein March 1986 - July 2005
AllianceBernstein 1996 - 2005
Education
Boston University
M.A.
Stony Brook University
B.A.
AllianceBernstein June 2010 - Present
AllianceBernstein September 2008 - July 2010
AllianceBernstein January 2003 - October 2008
AllianceBernstein May 1998 - December 2002
Education
Brandeis University 1992 — 1996
Economics, Spanish
J.H. Cohn LLP DirectorJ.H. Cohn LLP1998 - 2011
Alliance Bernstein 2005 - 2009
AllianceBernstein 2003 - 2003
Andersen Consulting 1995 - 1998
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1984 — 1985
MBA, Operations Management
Carnegie Mellon University 1980 — 1984
BS, Chemical Engineering
AllianceBernstein July 2012 - Present
Centerboard Group June 2011 - August 2011
Anthony Logistics For Men June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2012
BS, Business Administration, Track: Finance, Minors: Chinese, Global Systems & Integration
Stuyvesant High School 2004 — 2008
Netflix April 2015 - Present
The New York Times April 2013 - April 2015
Sociocast Networks August 2012 - April 2013
Princeton University August 2010 - July 2012
AllianceBernstein July 2008 - June 2010
Caltech June 2006 - September 2007
Jet Propulsion Laboratory June 2005 - September 2006
Skills
Machine Learning, R, Java, MapReduce, Apache Pig, SQL, Data Science, Natural Language..., Python, Linux, Bayesian statistics, Probability Theory, Financial Engineering, Time Series Analysis, Statistics, Data Visualization, Data Mining, Big Data, Hadoop, Matlab, Mathematica, Algorithms
Education
Princeton University
M.S.E., Machine Learning and Statistics
California Institute of Technology
B.S., Applied Mathematics, Business and Economics
Atlantic Health July 2011 - October 2014
Newark Beth Israel Medical Center 2009 - 2011
AllianceBernstein 1996 - 2007
Salomon Brothers 1987 - 1996
Mutual Benefit Life Insurance 1975 - 1987
Skills
Process Improvement, EMR, Leadership, Project Management, Risk Management, Business Analysis, IT Management
Education
Mountainside Hosp School of Nursing 2007 — 2009
RN, Nursing
Bucknell University 1971 — 1975
BS, Mathematics, Computer Science(minor)
SPHS
SPHS
SPHS
Pine River Capital Management August 2015 - Present
Société Générale September 2014 - Present
AllianceBernstein June 2013 - September 2014
AllianceBernstein 2011 - June 2013
UPMC May 2010 - July 2010
Skills
Network Security, Java, Oracle SQL, Perl, PHP, MySQL, C, Computer Security, Information Security..., Checkpoint, Juniper, Fortinet, Cisco Security, Flex Builder, Unix Shell Scripting, C++, Reverse Engineering, Ethical Hacker, Information Security..., ECSA, CISSP, penetration testing, Python, Objective-C, Information Security
Education
Carnegie Mellon University 2009 — 2011
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance, 3.7
AllianceBernstein 2013 - Present
AllianceBernstein June 2011 - February 2013
Silicon Valley Bank June 2010 - August 2011
Skills
Bloomberg, Portfolio Management, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Excel, Relative Value, Data Analysis, Research, Investments, Trading, Asset Management, Microsoft Office, Emerging Markets, Bonds, Mutual Funds, Management, Financial Risk, Equities
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2011
AllianceBernstein October 2012 - Present
AllianceBernstein June 2005 - October 2012
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
MBA
Carnegie Mellon University 2001 — 2005
BS, Finance
AllianceBernstein January 2012 - Present
Goldman Sachs, Real Estate Principal Investment Area June 2010 - December 2011
Goldman Sachs, Real Estate Investment Banking Group July 2008 - June 2010
Skills
Valuation, Financial Modeling, Private Equity, Capital Markets, Bloomberg, Investment Banking, Alternative Investments, Hedge Funds, Equities, Equity Research
Education
Brown University
Columbia University - Columbia Business School
The Bank of New York Mellon August 2008 - Present
Credit Suisse November 2005 - August 2008
AllianceBernstein July 2002 - May 2005
Skills
Mutual Funds, Asset Management, Financial Services, Equities, Asset Managment, Fixed Income
Education
Boston University 1998 — 2002
BS, Finance
UBS Financial Services Inc September 2013 - Present
J.P. Morgan July 2012 - September 2013
AllianceBernstein June 2010 - August 2012
Morgan Stanley Smith Barney May 2007 - June 2010
Morgan Stanley Investment Management December 2003 - April 2007
Education
California State University-Chico 1999 — 2003
Psychology
Compass July 2015 - Present
Mercer May 2014 - July 2015
AllianceBernstein October 2012 - May 2014
Mercer Health and Benefits April 2012 - October 2012
Mercer Health and Benefits March 2010 - April 2012
Mercer Health and Benefits July 2008 - March 2010
Skills
Underwriting, Financial Projections, Employee Benefits, Healthcare Consulting, Data Analysis, Fundamental Analysis, Benefits Design, Global Health, Deferred Compensation, Health Insurance, Defined Benefit, Business Planning, Management, Valuation, Executive Pay, Insurance, Actuarial Science, Quantitative Analytics, Financial Modeling, Mergers & Acquisitions, Benefits Administration, Equities, Equity Research
Education
Bowdoin College 2004 — 2008
BA, Asian Studies, Biology
AllianceBernstein October 2007 - Present
BOC Gases June 2006 - October 2007
Bayer Material Science June 2005 - August 2005
Skills
Portfolio Management, Management, Asset Allocation, Budget, Negotiation, Financial Modeling, Risk Management, Asset Managment, Valuation, Corporate Finance, Investments, Fixed Income
Education
Carnegie Mellon University 2002 — 2006
Bachelor of Science, Chemical Engineering
AllianceBernstein August 2013 - Present
Ropes & Gray LLP January 2011 - August 2013
Godfrey & Kahn, S.C. 2008 - 2008
Ernst & Young August 2004 - September 2007
Education
Northwestern University School of Law 2007 — 2010
J.D., Law
Boston University 2000 — 2004
School of Management
Muzieo January 2012 - Present
Warner Music Group June 2009 - March 2010
AllianceBernstein August 2008 - July 2009
Skills
Entrepreneurship, Disruptive Technologies, Mobile Music, Mobile Applications, Musicians, User Experience Design, Effectiveness, Communication, Digital Marketing, User Experience, Mobile Devices, Mobile Marketing, Strategic Partnerships, Web Development, Digital Media, Content Strategy, Digital Strategy, Information Architecture, E-commerce, Start-ups, Online Advertising, SEO, Online Marketing, SEM, User Interface Design
Education
City University of New York 2010 — 2013
Full Sail University 2010 — 2013
web design and development
institute of audio research 2008 — 2009
certified, sound compression and audio electronics
AllianceBernstein September 2014 - Present
Sullivan & Cromwell LLP June 2012 - September 2014
University of Pennsylvania September 2009 - May 2012
bgC3 June 2011 - August 2011
Foreign Policy Research Institute September 2009 - December 2010
Skills
International Relations, Foreign Policy, Political Science, Politics, Research, International..., Stata, Spanish, Public Policy, Qualitative Research, Nonprofits, Community Outreach
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts, International Relations
The Center for Economic Research and Graduate Education of Charles University (CERGE) 2011 — 2011
Central European Studies
Americas High School 2004 — 2008
Brown University 2007 — 2007
Summer@Brown
Ft Interactive Data Corp February 2015 - Present
AllianceBernstein January 2011 - Present
AllianceBernstein April 2006 - December 2010
Skills
Fixed Income, Asset Management, Bloomberg, Mutual Funds
Education
Boston University 1994 — 1998
BS, English
James Madison HS 1990 — 1994
Mayer Brown LLP October 2007 - Present
KPMG Advisory January 2003 - May 2004
AllianceBernstein 2002 - 2003
Skills
Mergers & Acquisitions, Corporate Governance, Finance, Investments, Structured Finance, Emerging Markets, Negotiation, Leveraged Finance, Private Equity, Corporate Law, Due Diligence
Education
Boston University School of Law 2004 — 2007
Juris Doctor, Business Organizations and Finance Law
New York University - Leonard N. Stern School of Business 1998 — 2000
Bachelor of Science, Finance and International Business
Abington Heights High School
The University of Hong Kong
AllianceBernstein June 2006 - March 2012
AllianceBernstein 2006 - 2012
Mancini Duffy March 1995 - March 2003
Skills
Facilities Management, Architecture, Building Maintenance
Education
Chung Yuan Christian University
Bachelor of Architecture (B.Arch.)
The University of New Mexico
Master of Architecture (M.Arch.)
Balyasny Asset Management L.P. May 2015 - Present
AllianceBernstein June 2011 - August 2014
Skills
Software Development, C++, Java, C#, SQL, Business Analysis
Education
The Polytechnic Institute of New York University 2014 — 2016
Master of Financial Engineering, Financial Mathematics
Carnegie Mellon University 2008 — 2011
Bachelor of Science (BS), Mathematics
AllianceBernstein AssociateBlackRockAugust 2004 - September 2007
Education
Caltech 1998 — 2004
Doctor of Philosophy (PhD), Applied Mathematics
Propel Equity Partners April 2014 - Present
Alex Brands March 2008 - April 2014
AllianceBernstein November 2004 - March 2008
BNP Paribas July 2000 - November 2004
EY April 1999 - July 2000
IBM June 1998 - April 1999
IBM May 1997 - August 1997
Skills
Leadership, IT Strategy, IT Management, Project Management, Enterprise Software, Software Engineering, Software Development, N-tier, Operations Management, ERP Implementations, Microsoft Dynamics GP, Sage MAS100, Cross-functional Team..., WMS Implementations, Virtualization, EMC Storage, Cloud Computing, Office 365, SharePoint, Hosted Microsoft..., Mobile Device Management, VoIP, VPN, C#, ASP.NET, Microsoft Visual Studio, Java, Java Swing, Java Enterprise Edition, Sun Certified Java..., J2EE Application..., Microsoft SQL Server, SQL Server Management..., T-SQL, OLAP, XML, Forecasting, Statistical Modeling, Demand Planning, Demand Solutions, Lotus Notes, Product Compliance, Lotus Domino, LotusScript, Consumer Goods, Warehousing, EDI, Finance, Microsoft Excel, Crystal Reports
Education
Bucknell University 1994 — 1998
Bachelor of Science (B.S.), Computer Science