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
Accenture July 2015 - Present
Fortegra Financial June 2012 - May 2014
James Moore, Certified Public Accountants and Consultants August 2010 - May 2012
AllianceBernstein June 2011 - August 2011
Skills
Budgets, Financial Analysis, Finance, Accounting, Analysis, Leadership Development, Leadership, Microsoft Excel, Risk Management, Data Analysis, Customer Service, Financial Accounting, Financial Reporting, Oracle E-Business Suite, Oracle CRM, Oracle Reports, Business Analysis, Research, Team Leadership, Project Management, Event Planning
Education
Emory University - Goizueta Business School 2014 — 2015
MBA Candidate, Finance & Strategy
University of Florida 2008 — 2012
Bachelor's degree, Accounting
Suncoast Community High School 2005 — 2008
International Baccalaureate Degree
AllianceBernstein May 2014 - Present
Moutran Saint Elias June 2008 - Present
Euromena LP September 2009 - Present
Materis 2005 - June 2008
Bureau Veritas 2004 - June 2008
Wendel June 2000 - June 2008
Neuf Cegetel May 2001 - October 2006
Wheelabrator Allevard September 2000 - April 2005
Trader Classified Media September 2000 - March 2004
Goldman Sachs 1999 - 1999
Skills
Strategy, Entrepreneurship, Investments, Asset Managment, Corporate Development, Management, French, Private Equity, Mergers, Mergers & Acquisitions, Analysis, Portfolio Management, Due Diligence, Asset Management, Valuation, Corporate Finance, Negotiation, Emerging Markets, Venture Capital, Business Strategy, Equities, Financial Modeling, Investment Banking, Start-ups, Finance
Education
Harvard Business School 1998 — 2000
Master
Ecole polytechnique 1992 — 1995
Ingenieur
Bank of America Merrill Lynch April 2015 - Present
Moody's Analytics September 2014 - April 2015
AllianceBernstein June 2013 - November 2013
Shanghai Pudong Development Bank May 2011 - June 2011
Skills
Matlab, Financial Modeling, Quantitative Analytics, VBA, C++, Quantitative Finance, SAS, Statistics, Mathematics, Derivatives, Portfolio Management, Market Risk, Risk Management, Graph Theory, Bloomberg Terminal, Time Series Analysis, Financial Econometrics, Stochastic Calculus, Econometrics, Fixed Income, MBS, Agency MBS, Trading, Finance, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master's Degree, Quantitative Finance, 3.8/4.0
Southern Polytechnic State University 2010 — 2012
Bachelor of Science (BS), Mathematics, 3.9/4.0
North China University of Technology 2008 — 2010
Bachelor of Science (BS), Computational and Applied Mathematics
BM Acquisitions March 2013 - Present
The Computer Company LLC May 2012 - August 2013
Altrinsic Global Advisors January 2010 - May 2012
AllianceBernstein August 2009 - January 2010
AllianceBernstein August 2007 - August 2009
CitationShares 2004 - 2006
Saber Dodge March 2002 - August 2003
PM Amusement April 2001 - August 2001
C&E Delivery January 1998 - April 2001
Skills
Process Improvement, Change Management, Problem Solving, Microsoft Excel, PowerPoint, Microsoft Office, Risk Management, Strategic Planning, Customer Service, Financial Analysis, Airlines, Flights, Airports, Budgets, Account Reconciliation, Financial Modeling, Financial Services, Aviation, Event Planning, Aircraft, Commercial Aviation, Strategic Financial..., Business Process..., Training, Negotiation, Sales, Relationship Management, Business Development, Auditing, Investment Management, Asset Management, Logistics, Leadership, Team Building
Education
Embry-Riddle Aeronautical University 2004 — 2007
BS Business Administration, Aviation Business, 3.79 GPA
AllianceBernstein 2015 - Present
Emory University Goizueta Business School May 2014 - Present
NBCUniversal, Inc. June 2014 - August 2014
KPMG June 2014 - June 2014
Cosmopolitan Management September 2013 - October 2013
Van Wagner Sports Group June 2013 - August 2013
The Emory Wheel September 2012 - May 2013
Richner Communications June 2011 - May 2013
United Entertainment Group June 2012 - August 2012
The Brandeis School November 2011 - June 2012
Skills
Advertising, Marketing, Press Releases, Digital Media, Research, Journalism, Social Media Marketing, Social Media, Editorial, Facebook, Marketing Strategy, Public Speaking, Digital Marketing, Integrated Marketing, Consulting, Wealth Management, Regression Modeling, Entertainment, Brand Management, Politics, Economics, Financial Reporting, Economic Modeling, eMarketer, Salesforce.com, MS Excel Pivot Tables
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (BBA)
University of Economics, Prague 2014 — 2014
North Shore Hebrew Academy High School 2008 — 2012
Voya Investment Management November 2011 - Present
New York Foundling January 2014 - June 2015
AllianceBernstein August 2008 - November 2011
AllianceBernstein June 2007 - August 2008
AllianceBernstein January 2006 - June 2007
Alliance Capital Management August 2004 - January 2006
MetLife Financial Services January 2003 - August 2004
Skills
Defined Contribution, Partner Relationship..., Product Management, RFP, Project Management, Management, Training, Retirement, Product Development, Mutual Funds, Alternative Investments, Investment Strategies, Investment Management, Fixed Income, Asset Managment, Equities, Investments, Relationship Management, Asset Allocation, Portfolio Management, Asset Management, ETFs, Qualified Retirement...
Education
Fairfield University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Graphiq (formerly FindTheBest) April 2015 - Present
FindTheBest October 2014 - March 2015
FindTheBest April 2014 - September 2014
FindTheBest July 2013 - March 2014
Deutsche Bank June 2012 - August 2012
City of New York May 2011 - August 2011
Nantucket Community Sailing June 2007 - August 2010
AllianceBernstein May 2010 - July 2010
Star Leaning Center September 2006 - June 2009
Skills
ETL, Microsoft Excel, Quantitative Analytics, Research, Spanish, Public Policy, Public Speaking, Social Media, Data Analysis, Editing, Fundraising, Policy Analysis, Economics, Microsoft Office, Non-profits, PowerPoint, Event Planning, Qualitative Research, Italian
Education
Duke University 2009 — 2013
B.A., Public Policy
Trinity School 2005 — 2009
Camden Capital January 2014 - Present
BNY Mellon October 2011 - January 2014
AllianceBernstein August 2007 - October 2011
Indymac Bank January 2005 - August 2007
Pacific Mercantile Bank February 1997 - December 2004
Education
Florida Atlantic University
LASS & Economics, Finance and Economics
University of Florida
Finance and Economics
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) May 2014 - Present
OpenLink Financial December 2013 - April 2014
Memorial Sloan-Kettering Cancer Center June 2013 - December 2013
AllianceBernstein July 2013 - September 2013
Skills
VBA, Derivatives, Quantitative Finance, Bloomberg, Matlab, Options, Monte Carlo Simulation, R, C++, SAS, Statistics, Asset Allocation, Hedge Funds, Portfolio Management, Econometrics, Interest Rate..., Securitization, Securitized Products, Fixed Income, Alternative Investments, Risk Management, MBS, VaR, SQL, VAR
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Quantitative Finance, 3.8
University of Minnesota-Twin Cities 2011 — 2012
Exchange Student, Mathematics, Dean's List
Tongji University 2008 — 2011
Bachelor of Science (BS), Mathematics, 3.9
Google March 2015 - Present
Winded Sail July 2010 - Present
American Express November 2013 - March 2015
American Express March 2011 - November 2013
AllianceBernstein March 2007 - July 2010
AXA Equitable May 2006 - March 2007
Skills
Time Management, Consultative Selling..., Business Development, Entrepreneurship, Marketing, Analysis, Analytics, CRM, Finance, Financial Analysis, Forecasting, Leadership, Portfolio Management, Strategic Partnerships, Strategy
Education
Elon University 2002 — 2006
Business Administration, Finance and Management
Bernards High School 1998 — 2002
All India Movement for Seva June 2014 - February 2015
Morningstar July 2013 - February 2014
Morningstar June 2012 - July 2013
Goizueta Business School August 2010 - May 2012
AllianceBernstein June 2011 - August 2011
Universum March 2011 - May 2011
ISGN June 2010 - August 2010
Lebow College of Business January 2009 - June 2009
Skills
Innovation, Strategic Thinking, Singer/Songwriter, Entrepreneurship, Competitive Analysis, Analysis, Business Strategy, Investments, Facebook, Social Media, Marketing, Equities, Strategy, Leadership, Research, Analytics, Market Research, Blogging, Financial Modeling, Data Analysis, Valuation, Morningstar Direct, Morningstar
Education
Emory University - Goizueta Business School 2009 — 2012
BBA, Concentration : Finance and Data & Decision Sciences
Emory University: College of Arts and Sciences 2009 — 2012
Alternate Major, Comparative Literature : Quantum Metaphysics
Handelshögskolan i Stockholm / Stockholm School of Economics 2010 — 2010
N/A, Finance
Drexel University - College of Business and Administration 2008 — 2009
N/A, Business & English
AllianceBernstein May 2014 - Present
Zolfo Cooper December 2012 - May 2014
River Birch Capital LLC December 2012 - May 2014
Grieco, Oates & DeFilippo, LLC July 2009 - March 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, Recruiting, Human Resources, Customer Service, Research, Windows, Restructuring, Administrative..., English, Outlook, Photoshop, Teaching, HTML, Public Speaking, Bloomberg Terminal, PACER, Westlaw, Meeting Scheduling, Legal Assistants
Education
Seton Hall University School of Law
Florida Atlantic University
Bachelor of Arts (BA), English Language and Literature, General; Arts and Humanities
AllianceBernstein April 2014 - Present
William Blair Investment Management August 2008 - March 2014
McKinsey & Company November 2003 - July 2008
William Blair & Company 2002 - 2002
iXL January 2000 - August 2001
Metasys August 1996 - January 2000
Optum Software 1998 - 2000
Skills
Business Strategy, Valuation, Product Development, Investment Management, Asset Management, Asset Allocation, Alternative Investments, CFA, Series 7, CAIA
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Management and Strategy
Duke University 1992 — 1996
B.S., Engineering
Landon School 1986 — 1992
High School
Schindler Elevator Corporation (U.S.) August 2015 - Present
Schindler Elevator Corporation (U.S.) March 2014 - August 2015
Schindler Group December 2012 - March 2014
Schindler Group December 2011 - December 2012
Hudson Energy February 2011 - December 2011
Raifarm October 2008 - January 2011
School District of Philadelphia September 2007 - March 2008
AllianceBernstein August 2006 - May 2007
Skills
Analysis, Business Analysis, Financial Analysis, Leadership, Cross-functional Team..., Microsoft Excel, Visio, Access, Process Improvement, Finance, Accounting, Data Analysis, SAP, Training, Six Sigma, PowerPoint, Business Process, Forecasting, Financial Modeling, Business Process..., Budgets, Strategic Planning, Start-ups, Pivot Tables, Microsoft Office, Process Development, Business Process..., Russian, Valuation, Market Research, English, Public Speaking, Problem Solving, Variance Analysis, Process Engineering, Change Management, Lean Manufacturing, Optimization, Quality Assurance, Quality Management, Management, Project Management, Project Planning, Business Development, Business Strategy, Team Leadership, Strategy
Education
Drexel University 2009 — 2010
MBA, Financial Management, International Business
Drexel University 2005 — 2010
BS, Business Administration; Finance, Economics, and Psychology
Bergen County Academies 2001 — 2005
HS Diploma - Business & Computer Science, Business/Commerce, General
Simon Business School, University of Rochester June 2014 - Present
AllianceBernstein June 2013 - June 2014
Empiritrage April 2011 - December 2012
Comcast Cable (GuideWorks,LLC) April 2011 - September 2011
Drexel University September 2009 - April 2011
PJM Interconnection April 2010 - September 2010
Drexel University January 2009 - January 2010
Skills
Python, C, Linux, MySQL, R, jQuery, Ruby on Rails, Java, C#, Programming, SQL, Matlab, C++, Databases, JavaScript, Data Analysis, Algorithms, Software Development, Microsoft Office, Microsoft Excel, CSS
Education
Drexel University 2008 — 2013
BS, Computer Engineering, Summa Cum Laude
university of rohester
Ryan Labs Asset Management June 2015 - Present
AllianceBernstein June 2014 - July 2014
Emory EPass January 2013 - May 2014
Irving Levin Associates, Inc. May 2013 - July 2013
The Tokeneke Club June 2009 - August 2012
Skills
Microsoft Excel, Salesforce.com, PowerPoint, Stata, Microsoft Word, Tennis, Photography, Current Affairs, Golf, Cooking
Education
Emory University - Goizueta Business School 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Economics
American University of Rome
International Business
Lionstone Investments January 2015 - Present
AllianceBernstein July 2013 - January 2015
Vornado Realty Trust May 2012 - August 2012
The JBG Companies July 2006 - May 2011
Collegeboxes LLC 2004 - 2006
Washington Analysis June 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Real Estate, Finance
Duke University 2002 — 2006
BA, Economics and Public Policy
Neuberger Berman December 2011 - Present
Goldman Sachs March 2010 - December 2011
AllianceBernstein July 2006 - March 2010
Bank of America March 2005 - July 2006
Citi September 2002 - March 2005
GE Capital November 2001 - August 2002
Skills
Series 7, Alternative Investments, Mutual Funds, Series 63, Wealth Management, Separately Managed..., Asset Managment, Asset Allocation, Portfolio Management, Fixed Income, Investments, Hedge Funds, Equities, Uniform Combined State..., Investment Strategies, Securities, ETFs, Investment Advisory, Capital Markets, Tactical Asset...
Education
Florida International University 2003 — 2005
Master of Business Administration (MBA), International Business, Marketing, Management, and Related Support Services
Florida International University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, International Business
American Anesthesiology July 2014 - Present
AllianceBernstein 2007 - 2011
Skills
Resume Writing, Microsoft Office
Education
Stony Brook University 2010 — 2012
Master of Social Work (MSW), Social Work
Farmingdale State University of New York 2003 — 2007
Bachelor of Science (B.S.), Management of Technology
Credit Suisse July 2014 - Present
Credit Suisse October 2011 - June 2014
Credit Suisse January 2010 - October 2011
Allianz Global Investors June 2007 - December 2008
AllianceBernstein 2006 - 2007
Skills
Series 7, Marketing Strategy, Marketing, Management, Finance, Business Analysis, Microsoft Excel, Data Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
MBA, Finance and Marketing
New York University 2010 — 2010
Marketing and Interior Design
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
BA, Economics and Psychology
BNY Mellon Wealth Management April 2015 - Present
BNY Mellon Wealth Management July 2008 - Present
AllianceBernstein January 2006 - July 2008
Skills
Marketing, Customer Service, Microsoft Office, Account Management, Outlook, Social Media Marketing, Marketing Communications, Marketing Strategy, Public Relations, Financial Analysis, Public Speaking, Team Building, Sales, Strategic Planning
Education
Florida Atlantic University
BA in Arts and Humanities, Art History
AllianceBernstein June 2013 - Present
AllianceBernstein June 2008 - Present
Skills
Fixed Income, Portfolio Management
Education
Duke University 2004 — 2008
Bachelors of Arts, Economics
Conde Nast July 2011 - Present
JLH Consulting May 2009 - Present
AllianceBernstein May 2008 - March 2011
AllianceBernstein June 2005 - May 2008
New York Life Insurance Company January 2005 - June 2005
AETEA Information Technology December 2000 - February 2005
United States Air Force December 1996 - December 2000
Skills
Project and Program..., Scrum, PMO, Agile Project Management, Strategic Planning, International Management, IT Strategy, Vendor Management, Asset Managment, Digital Media, Mobile Applications, Digital Strategy, Digital Integration, Business Analysis, Multilingual, New Media, Monetization, Process Engineering, Product Development
Education
New York University 2009 — 2009
Management & Information Technology, Certificate in Project Management
Eastern Kentucky University 1993 — 1996
Bachelor of Arts (BA), Industrial and Organizational Psychology
Ramstein American High School, Germany
Sentinel Investments April 2007 - June 2014
Sentinel Investments 2007 - 2014
AIG Advisor Group 2001 - 2007
AllianceBernstein 1990 - 2002
Education
Fairleigh Dickinson University 1985 — 1990
of Fairleigh Dickinson University
a bachelor's degree, business management
RumbaTime 2011 - Present
AllianceBernstein 2006 - 2011
12K Dreamers 2004 - 2005
Jittery Joes 2003 - 2004
Skills
Start-ups, Private Equity, Venture Capital, Entrepreneurship, Marketing, Mergers & Acquisitions, Business Strategy, New Business Development, Financial Modeling, Investments, Business Development, Strategic Planning, Valuation, Corporate Development, Strategic Partnerships, Small Business, Social Networking, Product Development, Digital Strategy, Strategy, Competitive Analysis, E-commerce, Online Marketing, Online Advertising, Social Media Marketing, Business Planning, Brand Development, Integrated Marketing, Advertising, Executive Management, Analytics, Digital Media, Marketing Strategy, Brand Management, Digital Marketing, Angel Investing, Marketing Communications, Mobile Marketing, Email Marketing, Relationship Marketing, SEM
Education
Emory University 1998 — 2002
BA, Economics and English
KaiZen Production, LLC January 2007 - Present
AllianceBernstein September 1998 - September 2007
MTV Networks January 1992 - December 1997
Skills
Television, Event Management
Education
Kean University 2007 — 2009
Post Grad Teaching Certification, Education
Felician College 2001 — 2004
Bachelor of Arts - Management / Marketing
PIMCO August 2008 - Present
Morgan Stanley Investment Management July 2006 - May 2008
AllianceBernstein February 2000 - June 2006
Cantor Fitzgerald July 1998 - November 1999
Fuji Capital Markets Corporation April 1993 - April 1998
Lehman Brothers January 1992 - January 1993
Morgan Stanley May 1985 - January 1992
Skills
Derivatives, Fixed Income, Asset Management, Investments, Equities, Technology, Operations, Investment Management, Trading, Asset Managment, Financial Advisory, Financial Services, Prime Brokerage, Capital Markets, Back Office, Financial Risk, Mutual Funds, Alternative Investments, Corporate Actions, Equity Derivatives, Hedge Funds, Trading Systems, Portfolio Management, Securities, Vendor Relationships
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Smith College 1982 — 1986
BA, Philosophy
Walnut HIls High School
Molina Healthcare March 2012 - Present
Princeton February 2008 - February 2012
AllianceBernstein June 1997 - January 2008
Coopers & Lybrand June 1996 - June 1997
Dun & Bradstreet January 1993 - June 1996
Skills
Process Improvement, Auditing, Data Warehousing, Business Analysis, Portfolio Management, SDLC, asp.net, C#, AJAX, JavaScript
Education
Drexel University - College of Business and Administration
BS, Accounting
Deloitte August 2014 - Present
Deloitte October 2012 - Present
Alliance Boots plc June 2010 - September 2010
AllianceBernstein June 2004 - August 2009
BNY Mellon January 2003 - April 2004
Skills
Project Management, Management, Strategy, CRM, Business Strategy, Market Research, Change Management, Trading, Equities, Management Consulting, Team Building, Accounting, Financial Modeling, Training, Financial Analysis, Financial Risk, Financial Services, Business Process..., Business Analysis, Testing, Capital Markets, Policy
Education
Durham University 2009 — 2011
Masters of Business Administration (MBA)
University at Buffalo, State University of New
Bachelor of Science, Business Administration; Management Information Systems/ Marketing
Legend Financial Advisors, Inc. December 2013 - Present
JKS Financial February 2013 - December 2013
Federated Investors March 2009 - January 2013
VincentStrangioStore January 2002 - February 2012
AllianceBernstein January 1997 - January 2002
AllianceBernstein January 1993 - January 1997
Education
Fairfield University 1987 — 1991
Bachelor of Science (BS), Economics
Soundlink Partners, LLC May 2015 - Present
EACM Advisors LLC (BNY Mellon Asset Management) January 2012 - May 2015
Morgan Stanley Smith Barney December 2010 - December 2011
AllianceBernstein June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Fairfield University 2012 — 2013
Master of Science in Finance
Roger Williams University 2007 — 2010
Bachelor of Science (BS), Finance
Ports America November 2013 - Present
Ports America December 2008 - Present
Eric and Luck, LLC. January 1998 - Present
The Connors Group May 2008 - December 2008
AllianceBernstein 1998 - 2002
Sanford C. Bernstein 1998 - 2001
South Bronx Human Development Organization, Inc. September 1992 - June 1997
Army National Guard 1989 - 1997
Skills
Social Networking, Management, Event Planning, Time Management, Networking, Employee Relations, Marketing, Social Media, New Business Development, Training, Project Management, Operations Management, Leadership, Strategic Planning, Troubleshooting, Project Planning, Team Building, Microsoft Office, Administration, Team Leadership, Human Resources, Process Improvement, Logistics, Microsoft Excel, Analysis, Organizational..., Program Management, Negotiation, PowerPoint, Vendor Management, System Administration, Outlook, Microsoft Word, Business Development, Process Scheduler, Software Documentation, Customer Satisfaction, Inventory Management, Business Strategy, Teamwork, Kaizen, Green Belt, Business Process..., Microsoft Certified..., Business Analysis, Lean Six Sigma, Stevedoring, International Shipping, Terminal Operations, CRM
Education
Excelsior College
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies, Freshman
AllianceBernstein June 2015 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, PowerPoint, Research, Teaching
Education
Duke University 2011 — 2015
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics
J.P. Morgan May 2013 - Present
Sponsors for Educational Opportunity April 2013 - Present
Kappa Alpha Theta Foundation January 2013 - Present
Ben Franklin Academy September 2012 - May 2013
Deloitte July 2012 - July 2012
Tangoe July 2011 - August 2011
HedgeMark International LLC June 2011 - July 2011
Office of the Attorney General of the State of New York June 2010 - August 2010
AllianceBernstein June 2009 - July 2009
Skills
Commcare Software..., Brazilian Portuguese, Spanish-speaking, Microsoft Excel, PowerPoint, Photoshop, Market Research, Leadership, Event Management, Management
Education
Goizueta Business School, Emory University 2011 — 2015
BBA, Accounting and Finance, 4.0
Miss Porter's School 2008 — 2011
Emory University
USAA May 2014 - Present
USAA April 2013 - May 2014
AllianceBernstein July 2011 - April 2013
AllianceBernstein July 2008 - July 2011
Pershing, a Bank of New York Mellon Company January 2006 - June 2008
Skills
Investments, Investment Strategies, Trading, Analysis, Investment Management, Fixed Income, Equities, Financial Analysis, Risk Management, Financial Reporting, Forecasting, Asset Managment, Microsoft Excel, Portfolio Management, Accounting, Project Management, Bloomberg, Equity Research, Operational Risk..., Risk Assessment, Access, Account Management, Account Reconciliation, Microsoft Word, Eviews, Econometrics, Performance Management, Performance Measurement, Municipal Bonds, Data Analysis, Data Management, Data Integrity, Microsoft Project, Asset Management, Management, Strategic Planning, Finance, Mutual Funds, Financial Services, Alternative Investments, CRM, Strategy, Securities, ETFs
Education
Eastern University 2001 — 2005
BA, Economics, Finance & Mathematics
University of Nairobi 1999 — 2001
Mechanical Engineering
Nairobi School
Carreon Cares, LLC September 2009 - Present
Classic Residence by Hyatt and Van Dyk Park Place January 2009 - October 2009
AllianceBernstein March 1999 - October 2008
Skills
Word, Microsoft Office, Excel, Problem Solving, Customer Service, PowerPoint, Documentation
Education
Felician College 2000 — 2002
Bachelor of Arts, Organizational Management
Baby+Company May 2014 - Present
McKinsey & Company 2013 - 2013
Clinton Health Access Initiative March 2012 - July 2012
Oliver Wyman October 2010 - December 2011
AllianceBernstein August 2007 - September 2010
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2003 — 2007
AB, Biology, Economics
Jennison Associates June 2010 - Present
AllianceBernstein April 2009 - June 2010
AllianceBernstein June 2008 - April 2009
Skills
Bloomberg, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Equities, Investments, Mutual Funds, Derivatives, Financial Analysis, Asset Managment
Education
Fordham University - Graduate School of Business Administration 2012 — 2016
Master of Business Administration (MBA), Dual Concentration in Finance and Management Information Systems
Ithaca College 2004 — 2008
BS, Business Administration - Finance
Miami International Holdings July 2012 - Present
AllianceBernstein February 2012 - July 2012
AllianceBernstein July 2011 - February 2012
AllianceBernstein January 2011 - July 2011
AllianceBernstein June 2010 - January 2011
MMC September 2007 - March 2008
BioClinica September 2006 - March 2007
Bustleton Radiology Associates January 2004 - January 2006
Skills
Software Documentation, Windows Server, Databases, VMware, SharePoint, Visio, Active Directory, SQL, Project Management, Business Analysis, SDLC, Unix, Disaster Recovery, Requirements Analysis, Microsoft Office, Bash, Unix Shell Scripting, Tidal Enterprise..., Control-M, Data Center, Microsoft Exchange, System Deployment, Shell Scripting, Market Data, Linux, Enterprise Architecture, VBScript, Perl, Trading Systems, Low Latency, Windows 7, Networking, Hardware, Analysis, Servers, Electronic Trading, Trading, Troubleshooting, Virtualization, MySQL, Exchange Connectivity, Operating Systems, IT Management, Windows, IT Strategy, ITIL
Education
Drexel University 2005 — 2010
Dual BS, Information Technology and Business Administration - Management Information Systems
PwC October 2014 - Present
SAC Capital September 2013 - September 2014
First Derivatives September 2010 - September 2014
RBC Capital Markets August 2013 - September 2013
Morgan Stanley December 2010 - July 2013
AllianceBernstein December 2012 - December 2012
ESB International February 2009 - September 2009
Education
Dublin City University 2006 — 2010
Financial and Actuarial Mathematics
State Street March 2012 - Present
AllianceBernstein February 2007 - February 2012
IBM HQ June 1989 - September 1995
Skills
Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Equities, Asset Allocation, Risk Management, Asset Management, Microsoft Excel, Securities, Derivatives, Fixed Income, Investments, Mutual Funds, Due Diligence, Alternative Investments, Bloomberg, Financial Services
Education
Dutchess Community College 2001 — 2003
Associate of Arts and Sciences (AAS), Paralegal, 3.9 Phi Beta Kappa
Tusk Ventures July 2015 - Present
MetaProp NYC June 2015 - Present
LATCH March 2015 - Present
Flip Inc. August 2015 - Present
The Blackstone Group December 2012 - July 2015
The Blackstone Group March 2010 - December 2012
AllianceBernstein May 2006 - March 2010
Morgan Stanley May 2005 - April 2006
Skills
Alternative Investments, Private Equity, Venture Capital, Investments, Financial Modeling, Valuation, Corporate Venture..., Start-up Ventures, Hedge Funds, Early Stage Ventures, Entrepreneurship, Start-ups, Venture Financing, Real Estate Technology, Mergers & Acquisitions, Equities, Portfolio Management, Asset Managment, Corporate Finance, Series 7, Finance, Fixed Income, Capital Markets, Financial Analysis, Asset Management, Series 63, Business Development, Strategic Financial..., Investor Relations, Strategic Investment, Due Diligence, Institutional Sales, Microsoft Excel, Capital IQ, Investment Management, Strategy, Business Strategy, Strategic Partnerships, Strategic Planning, Financial Technology, Financial Services, Financial Planning
Education
Florida State University - College of Business
Bachelor’s Degree, Finance
Rollins College - Crummer Graduate School of Business
Master of Business Administration (M.B.A.), Concentrations in Finance and Management
LNR Property LLC January 2015 - Present
LNR Property LLC July 2012 - December 2014
AllianceBernstein June 2011 - August 2011
Lighthouse Partners June 2010 - August 2010
Skills
Due Diligence, Financial Analysis, Financial Modeling, Valuation, Asset Management, Investments, Private Equity
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance
Interdisciplinary Center (IDC) Herzliya - Arison School of Business 2010 — 2011
Fortune International Realty March 2015 - Present
Ocean Bank September 2008 - Present
AllianceBernstein May 2006 - July 2008
BankUnited August 2005 - May 2006
Skills
Commercial Banking, Banking, Loans, Retail Banking, Credit
Education
Florida International University
Bachelor's degree
Ceros.com January 2014 - Present
Manhattan Sailing School May 2013 - January 2014
Service Blogger October 2011 - December 2012
Clover Network Inc. May 2011 - September 2011
Lawline.com February 2010 - May 2011
AllianceBernstein April 2007 - February 2010
Club Med May 2006 - January 2007
Skills
Start-ups, Business Development, Marketing, Sales, New Business Development, Strategy, Selling, Social Media, Shakeology, Strategic Partnerships, Online Advertising, Lead Generation, E-commerce
Education
Fairfield University 2002 — 2006
Economics, Music
Fairfield College Preparatory School 1998 — 2002
AllianceBernstein September 2007 - Present
Merrill Lynch October 2002 - September 2007
Citigroup Asset Management June 1997 - October 2002
Travelers Group Inc. (predecessor to Citigroup Inc.) November 1994 - June 1997
Smith Barney Inc. June 1988 - October 1994
Skills
High-Level Relationship..., Product Management, Education Savings..., Advocacy, Public Speaking, Writing, Marketing Communications, Advertising, Negotiation, Corporate Law, Government Relations, Media Relations, Asset Management, Financial Services, Strategic Planning, Investment Advisers Act, Fundraising, Banking Law, FCPA, Political Contributions..., Section 16, Board Relations, M &A, Legal Compliance, Securities, Reiki, Mergers & Acquisitions
Education
Brooklyn Law School 1990 — 1994
Doctor of Law (J.D.)
Duquesne University
B.A., Philosophy and Political Science
NYU School of Professional Studies
AXA US June 2015 - Present
AXA January 2014 - Present
AXA July 2010 - December 2013
Ernst & Young February 2010 - June 2010
High Rise Capital Management, L.P. March 2008 - December 2008
Houlihan Lokey February 2006 - March 2008
AllianceBernstein September 2004 - February 2006
Education
Erasmus Universiteit Rotterdam
International Business
Indiana University
Bachelors, Political Science, Business, International Studies, and Russian/Eastern European Studies
Deutsche Bank May 2015 - Present
Duke University September 2013 - Present
Duke University August 2013 - Present
Aeropostale September 2011 - August 2014
AllianceBernstein June 2014 - July 2014
Duke Business Network September 2013 - May 2014
Skills
Microsoft Excel, Financial Accounting, Customer Service, Sales, Visual Merchandising, Retail Sales, Inventory Management
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Economics
Duke University
Self-employed March 2004 - Present
AllianceBernstein 2000 - 2011
Degussa 1996 - 2001
Stevens Institute of Technology 1991 - 1996
Skills
Web Development, Software Development, HTML, Microsoft SQL Server, XML, Project Management, Business Analysis, Requirements Analysis, MySQL, CSS, .NET, SQL, Java, Microsoft Office, JavaScript, Workflow Management, Business Intelligence, Business Strategy, Databases, Leadership, Management, Program Management, Program management, Public Speaking, Public speaking, Social networking, SharePoint, Start-ups, Strategy, Team Leadership, Team building, Team leadership, Training, Visio, Team Building, Social Networking
Education
Felician College
Bachelor of Business Administration and International Marketing Degree, Business, Management, Marketing, and Related Support Services
Mastery Universtiy
Life Mastery, Psychology, Social and Philosophical Foundations of Education
AllianceBernstein April 2011 - Present
Alliance Bernstein 2005 - April 2011
Willis Re 2000 - 2005
Skills
Business Analysis, Project Management, Relationship Management, Management, Financial Analysis, Business Process..., User Experience, Risk Management, Vendor Management, Portfolio Management, Asset Management, Mutual Funds, Financial Services, Equities, Budgets
Education
Elon University
BS, Business Administration
Elon University - Martha and Spencer Love School of Business
Bachelor of Science (B.S.), Business Administration and Management, General
OppenheimerFunds October 2014 - Present
OppenheimerFunds June 2013 - October 2014
Brown Brothers Harriman July 2012 - March 2013
Schroders July 2007 - July 2012
BNY Mellon April 2004 - June 2007
AllianceBernstein July 2001 - March 2004
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Fixed Income, Series 7, Series 63, Client Service Oriented, Process Improvement, Policy Generation, Project Management, Asset Management, Relationship Management, Financial Services, Institutional..., Salesforce.com, Investment Management, Client Services, CRM, Asset Allocation
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance & Management
Lafayette College 1997 — 2001
Bachelor of Arts (BA), Econ/Business & Gov't/Law
ISS/Barclays August 2013 - Present
AllianceBernstein December 2009 - April 2013
Cambridge Corporate Services May 2002 - April 2013
Morgan Stanley November 2006 - December 2009
Goldman Sachs May 2002 - November 2006
Goldman Sachs January 2000 - March 2002
Federal Express April 1983 - January 2000
Skills
Vendor Management, Fixed Income, Process Improvement, Operations Management, Financial Modeling, Derivatives, Portfolio Management, Series 7, Change Management, Capital Markets, Forecasting, Valuation, Strategic Planning, Start-ups, Mutual Funds, Investments, Private Equity, Risk Management, Financial Analysis, Operational Risk..., Analysis, Management, Customer Service, CRM, Project Management, Account Management
Education
Dowling College
Business Administration and Management, General
AllianceBernstein 2014 - Present
AllianceBernstein June 2013 - August 2013
CBRE June 2012 - August 2012
Sotheby's International Realty July 2011 - August 2011
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Equities, Asset Management, Microsoft Office, Series 7, Data Analysis, Public Speaking, Research
Education
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Thomson Reuters December 2013 - Present
Thomson Reuters July 2012 - Present
Thomson Reuters January 2010 - June 2012
Morgan Stanley, Mass Mutual, Ganim Group February 2005 - April 2009
AllianceBernstein April 1999 - February 2005
US Surgical 1996 - 1999
KPMG 1994 - 1996
People's Bank 1993 - 1994
PricewaterhouseCoopers 1985 - 1992
Skills
Vendor Management, Talent Management, Employee Engagement, Global Compensation, Client Relationship..., Change Management, Technology Systems..., Business Process..., Strategic Communications, Leadership Development, Program Management, Organizational Design, CRM, Performance Management, Deferred Compensation, Management Consulting, Strategy, Organizational..., Compensation & Benefits, Executive Compensation...
Education
Fairfield University
BS
Mercy College
MS
AllianceBernstein 1999 - Present
AT&T April 1999 - November 1999
Salomon Smith Barney July 1987 - April 1999
AT&T/AT&TIS/New York Telephone November 1978 - July 1987
Skills
Asset Managment, Fixed Income, Securities, Equities, Hedge Funds, Portfolio Management, Asset Management, Investments, Series 7, Risk Management, Financial Services, Mutual Funds, Change Management, Project Management, Vendor Management, Business Analysis
Education
Farmingdale State College
Business
AllianceBernstein May 2011 - Present
Nuveen Investments April 2001 - October 2010
Morgan Stanley Investment Management June 1998 - April 2001
Goldman Sachs June 1993 - June 1996
Skills
Equities, Equity Research, Finance, Investments, Portfolio Management, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
M.B.A., Finance
Fairfield University 1989 — 1993
B.S., Finance
United Palace September 2013 - Present
Tiffany & Co. April 2013 - September 2013
Proskauer Rose LLP August 2012 - October 2012
CBS Corporation February 2011 - September 2011
Ridgewood Savings Bank May 2010 - October 2010
1199SEIU Funds May 2009 - May 2010
AllianceBernstein February 2007 - October 2008
Cartus February 2005 - September 2006
Cartus May 2002 - February 2005
AllianceBernstein May 2000 - February 2002
Skills
Facilities Management, Customer Service, Operations Management, Vendor Management, Budgets, Project Management, Negotiation, Team Building, Microsoft Office, Microsoft Excel, Process Improvement, Strategic Planning, Construction Management, Strategy, Process Scheduler, Contract Management, Management, Contract Negotiation, Construction, Team Leadership, Program Management, Quality Assurance, Account Management, Leadership, Human Resources, Project Planning, Inventory Management, Analysis, Time Management, Marketing, Policy, Retail, Procurement, Sourcing, Training, Administration, Purchasing, Supervisory Skills, Employee Relations, System Administration, Proposal Writing, Customer Satisfaction, Property Management, Recruiting, Real Estate, Outlook, Facilities Operations, Security, Performance Management, Change Management
Education
Fairfield University 2003 — 2006
M.A., Organizational Business Communication, 3.94
Western Connecticut State University 1998 — 2003
B.S., Justice Law Administration/Psychology
Danbury High School 1992 — 1996
High School Degree, General Studies
Avis Budget Group May 2005 - Present
Cendant Car Rental Group October 2003 - May 2005
AXA Equitable 2000 - 2003
AllianceBernstein 1997 - 2000
Skills
Insurance, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Budgets, Claim, Customer Service, Property & Casualty..., Managerial Finance, Liability, Microsoft Excel, Internal Controls, Risk Management
Education
St. Peter's College 1994 — 1997
Bachelor's degree, Accounting
Fairfield University 1993 — 1994
Freelance Presentations Specialist March 2009 - Present
AllianceBernstein June 2002 - March 2009
Goldman, Sachs & Co September 1998 - April 2001
Other Experience Includes: August 1992 - August 1998
Skills
InDesign, Illustrator, Photoshop, PowerPoint, Dreamweaver, QuarkXPress, Keynote, Pre-press, Server Administration, Database Administration, HTML, Adobe Acrobat, Flash, Graphic Design, Word, Excel, Adobe Creative Suite, Mac, Microsoft Office, Outlook, Layout, Graphics, Desktop Publishing, Brochures, Advertising, Collateral, Art Direction, Creative Direction, Branding & Identity, Web Design, Corporate Identity
Education
Fashion Institute of Technology
AAS, Graphic Design
NYU
NYU
School of Visual Arts
Raylor Asset Management Group & RayLign Advisory 2009 - Present
StrategicPoint Investment Advisors 2009 - 2009
AllianceBernstein 2006 - 2008
Pyxis Mobile 2005 - 2006
Columbia Managment August 1999 - December 2004
PricewaterhouseCoopers September 1998 - July 1999
Deloitte Touche Tohmatsu International. July 1996 - August 1998
Skills
Alternative Investments, Investments, Asset Managment, Wealth Management, Start-ups, Asset Management, Portfolio Management, Financial Services, Asset Allocation, Strategy, Mutual Funds, Investment Management, Mergers & Acquisitions, Finance, Financial Analysis, Due Diligence, Valuation
Education
RIGA BUSINESS SCHOOL 1995 — 1998
MBA, International Business
DUKE UNIVERSITY 1991 — 1995
BA, Political Science, French
Xaverian Brothers High School 1987 — 1991
AllianceBernstein June 2014 - Present
J.P. Morgan July 2013 - June 2014
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Raymond James July 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, PowerPoint, Finance
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration, Finance and Accounting
Clinton Group, Inc. April 2015 - Present
AllianceBernstein March 2012 - March 2015
BlackRock July 2008 - March 2012
Barclays Global Investors June 2007 - August 2007
Skills
Portfolio Management
Education
Duke University 2004 — 2008
PhD, Finance
Duke University - The Fuqua School of Business 2004 — 2008
PhD
Indian Institute of Technology, Delhi 2000 — 2004
B.Tech
Institut national des Sciences appliquées de Lyon 2002 — 2003
B. Tech, International exchange student
AllianceBernstein February 2009 - Present
AllianceBernstein September 2007 - March 2010
Education
Fairleigh Dickinson University
MBA, Finance
Pensacola Christian College
BS -Double Major, Accounting and Business Management
AllianceBernstein October 2014 - Present
AllianceBernstein June 2010 - September 2014
Janus Capital Group March 2006 - May 2010
Janus Capital Group September 2002 - March 2009
RS Investments July 2000 - August 2002
Goldman Sachs July 1999 - August 1999
Michelin August 1996 - June 1998
Michelin July 1993 - June 1995
Skills
Equities, Mutual Funds, Portfolio Management, Investments, Emerging Markets, Institutional, Equity Research, Asset Management, International Investment, Investment Management, Equity Valuation, Asset Managment, Alternative Investments, Hedge Funds, Strategy, Series 7, Private Equity, Institutional..., Asset Allocation, Valuation, Investment Advisory, ETFs, Capital Markets, Bonds, Financial Markets
Education
Harvard Business School 1998 — 2000
MBA
ESCP Europe 1987 — 1990
Lycee Prive Ste Genevieve 1986 — 1987
Preparatory school
sanofi-aventis July 2012 - Present
sanofi-aventis April 2009 - July 2012
AllianceBernstein April 2006 - December 2008
EDS Technologies 2005 - 2006
Skills
Business Intelligence, Cognos, Data Modeling, Data Warehousing, SDLC, SQL, Solution Architecture, Business Analysis, IT Strategy, Business Objects, Data Integration, Informatica, Unix, MySQL, PL/SQL, ETL
Education
Fairleigh Dickinson University 2003 — 2005
Masters, Electrical Engineering
Osmania University 1999 — 2003
BE, Electronics & Communication
AllianceBernstein May 2010 - Present
Barclays Global Investors February 2008 - June 2010
Prudential Financial November 2006 - 2008
Morgan Stanley Investment Management June 2004 - May 2006
Skills
Spanish-speaking
Education
Fairfield University 1994 — 1998
Bachelor of Science (B.S.)
Casey, Quirk & Associates July 2014 - Present
Casey, Quirk & Associates December 2013 - July 2014
Casey, Quirk & Associates January 2013 - December 2013
Casey, Quirk & Associates June 2011 - December 2012
Casey, Quirk & Associates August 2009 - June 2011
ScottMadden, Inc. June 2008 - August 2008
AllianceBernstein June 2001 - July 2007
Skills
Financial Modeling, Asset Managment, Valuation, Hedge Funds, Private Equity, Alternative Investments, Portfolio Management, Investments, Due Diligence, Equities, Competitive Analysis, Strategy, Financial Analysis, Fixed Income, Corporate Finance, Business Strategy, Venture Capital, Capital Markets, Management Consulting, Strategic Planning, Mutual Funds, Strategic Consulting, Asset Management, Management
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Concentrations: Strategy and Decision Science
University of Massachusetts, Amherst 1997 — 2001
B.A., Finance, Minor in Economics
The University of Manchester 2000 — 2000
Newtown High School
AllianceBernstein July 2001 - Present
Skills
Financial Analysis, Product Marketing, Economic Research, Equity Research, Portfolio Management, Equities, Financial Modeling, Investments, Competitive Analysis, Management, Asset Management, Strategy, Valuation, Private Equity, Mergers & Acquisitions
Education
Eastern University 1997 — 2001
BA, Economics-Finance
AllianceBernstein 2002 - April 2012
Polo Ralph Lauren August 2000 - May 2002
Allied Building Products February 1999 - August 2000
Skills
Financial Reporting, SOX, SEC reporting, GAAP, Accounting, XBRL, Sarbanes-Oxley Act, SEC filings, Finance, Financial Analysis, Investor Relations, 10K, Equities, Financial Statements, 10Q, Analysis, Auditing, SEC, Financial Modeling, SEC Filings
Education
Fairleigh Dickinson University 1992 — 1994
MBA, Finance
Temple University - Fox School of Business and Management 1987 — 1989
B.B.A, Accounting
Rutgers University-New Brunswick
Accenture August 2013 - Present
Duke University - The Fuqua School of Business July 2011 - May 2013
Best Buy May 2012 - August 2012
Morgan Stanley June 2010 - July 2011
AllianceBernstein October 2008 - June 2010
AllianceBernstein February 2006 - October 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Analysis, Data Analysis
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Strategy, Decision Sciences, Finance
University of Rochester 2000 — 2004
Bachelor’s Degree, Computer Science, Economics
Christian Brothers Academy 1996 — 2000
High School
Janus Capital Group July 2014 - Present
Envestnet Asset Management December 2009 - July 2014
Colonial Consulting February 2007 - May 2009
AllianceBernstein December 2005 - February 2007
EACM Advisors June 2004 - December 2005
Skills
Alternative Investments, Equities, Mutual Funds, Asset Allocation, Portfolio Management, Asset Management, Investment Strategies, Hedge Funds, Wealth Management, Investment Management, Fixed Income, Fund Of Funds, Investment Advisory
Education
Pace University 2006 — 2008
MBA, Investment Management
Fairfield University 2000 — 2004
BS, Mathematics
Capco March 2013 - Present
AllianceBernstein September 2007 - March 2013
Bristol-Myers Squibb 2004 - 2007
Johnson & Johnson 2001 - 2004
Skills
Visio, Business Analysis, Process Engineering, Access, SQL, Excel, Program Management, Customer Relations, User Acceptance Testing, SDLC, Microsoft Office, Quality Assurance, Business Process..., Requirements Analysis, Change Management, Word, Documentation, Process Improvement, Testing, MS Project, Business Process, Analysis, Agile, Problem Solving, Test Planning, Test Management, PMP
Education
Drexel University - College of Business and Administration 2002 — 2004
Bachelor of Business Administration (BBA), Management Information Systems & Human Resource Management
Edison High School 1994 — 1998
AllianceBernstein March 2003 - Present
Prudential Financial July 1999 - December 2002
Skills
Equities, Management, Alternative Investments, Hedge Funds, Fixed Income, Investments, Finance, Asset Management, Risk Management
Education
Drew University 1995 — 1999
Bachelor of Arts (BA), Economics and French Language Studies
Drew University 1995 — 1999
Bachelor's degree, Economics and French Language Studies
Infosys September 2014 - Present
J.P. Morgan May 2008 - August 2014
AllianceBernstein December 2005 - September 2007
Wells Fargo March 2005 - November 2005
Citi February 2003 - December 2004
Skills
Chartered Financial..., CAIA, Alternative Investment..., Financial Modeling, Valuation, Hedge Funds, Equities, Investment Strategies, Fixed Income, Investments, Portfolio Management, Bloomberg, Asset Managment, Capital Markets, Asset Allocation, Financial Analysis, Private Equity, Alternative Investments, Series 7, Corporate Finance, Investment Management, Equity Research, Wealth Management, Asset Management, Finance, Risk Management, Financial Structuring, Financial Risk, Relationship Management, Due Diligence, Mergers & Acquisitions
Education
Duke University - Fuqua School of Business
Master of Business Administration (M.B.A.)
University of Virginia
BA
Baldwin Senior High School
Regents Diploma
Renaissance Technologies LLC March 2008 - Present
Crum & Forster July 2006 - March 2008
Marsh & McLennan Companies Inc. (MMC) 2004 - 2006
AllianceBernstein 2001 - 2004
Prudential Securities 1996 - 2001
Dean Witter Reynolds, Inc. 1990 - 1995
Manufacturer's Hanover Trust 1988 - 1990
Skills
Human Resources, Deferred Compensation, Employee Benefits, Health Insurance, Retirement Benefits, Benefits Accounting, Group Insurance, Benefits Administration, HRIS, Employee Relations, Compensations, PeopleSoft, 401k, Insurance, Executive Pay, ERISA, Succession Planning, Workers Compensation, Onboarding, Applicant Tracking..., Employee Engagement, Compensation
Education
Fairfield University 1983 — 1987
Bachelor of Science (BS), Finance
Surveyor Capital May 2011 - Present
W.P. Stewart May 2010 - May 2011
AllianceBernstein December 2001 - November 2009
Arthur Andersen September 1999 - May 2001
Skills
Investments, Financial Analysis, Business Analysis, Business Strategy, Financial Modeling, Equity Valuation, Stock Picking, Market Neutral, Angel Investing, Growth Capital, Market Research, Quantitative Analysis
Education
Emory University - Goizueta Business School 1995 — 1999
BA, Accounting
iShares November 2012 - Present
New York Life Insurance Company June 2012 - October 2012
AllianceBernstein July 2011 - February 2012
Bernstein Global Wealth Management October 2010 - July 2011
AllianceBernstein September 2007 - October 2010
AllianceBernstein Investments July 2004 - September 2007
Hennion & Walsh May 2003 - July 2004
Skills
Large Group Facilitation, Program Design, Needs Analysis, Coaching, Talent Management, Hiring, Series 7, Strategic Planning, Series 63, Public Speaking, Sales Management, Team Building, Organizational..., Consultative Selling, Recruiting, Selling, CRM, Management, Sales, Asset Management, Financial Services, Investments, Mutual Funds, Program Management
Education
Drew University
Bachelor of Science, Behavioral Science
Capco February 2014 - Present
HSBC August 2012 - Present
HSBC Securities November 2010 - August 2012
HSBC June 2008 - November 2010
HSBC Securities September 2004 - July 2008
AllianceBernstein December 1999 - September 2004
Morgan Stanley March 1999 - December 1999
AXA Equitable March 1995 - March 1999
Skills
Process Improvement, Banking, Management, PMO, Budgets, Governance, Vendor Management, Stakeholder Management, Financial Services, Business Process..., Portfolio Management, Change Management, Management Consulting, SDLC
Education
East Stroudsburg University of Pennsylvania 1990 — 1994
BS, Psychology
Allianz Global Investors February 2015 - Present
Emerging Global Advisors February 2011 - February 2015
AllianceBernstein June 2007 - February 2011
Bank of America April 2006 - June 2007
Skills
Series 7, Series 63, Asset Management, Asset Allocation, Equities, Investments, Wealth Management, Fixed Income, Portfolio Management, Bloomberg, Mutual Funds, ETFs, Capital Markets, Valuation, Investment Strategies
Education
Florida State University - College of Business
Bachelor of Science (BS), Finance
Florida State University - College of Business
Bachelor of Science (BS), Entrepreneurship
JPMorgan Chase October 2005 - May 2015
PMI New York City 2006 - 2015
PMI New York City 2006 - 2015
Credit Suisse May 2004 - October 2005
AllianceBernstein February 2002 - May 2004
Merrill Lynch 2000 - 2001
Citibank November 1985 - May 2000
Fordham University 1993 - 1997
Skills
IT Strategy, Budgets, Forecasting, Management, Strategy, Banking, Data Warehousing, Mergers & Acquisitions, Business Analysis, Has ability to focus on..., Budget, SDLC, Project Management, Risk Management, Financial Services
Education
Fordham University - Graduate School of Business Administration 1992 — 1997
Master of Business Administration (MBA), Information Technology
Fordham University 1977 — 1981
Bachelor of Arts (B.A.), Biochemistry, 3.5
Napier Park Global Capital February 2013 - Present
Citi Alternative Investment November 2007 - January 2013
AllianceBernstein 2002 - 2006
Alliance Capital Management 1991 - 2006
Northstar Financial Services, Bermuda 2004 - 2005
Skills
Fixed Income, Hedge Funds, Alternative Investments, Equities, Derivatives, Capital Markets, Portfolio Management, Asset Management, Bloomberg, Bonds, Investments, Investment Banking, Securities, Trading, Credit Derivatives, Valuation, Structured Products, Financial Modeling, Emerging Markets, Credit
Education
Fairleigh Dickinson University 1993 — 1997
MA, Economics
Rutgers University-New Brunswick 1982 — 1986
BA, Computer Science, Economics
Morgan Stanley Alternative Investment Partners Real Estate May 2012 - Present
RREEF February 2011 - May 2012
AllianceBernstein June 2010 - March 2011
Morgan Stanley Investment Management June 2000 - June 2010
Morgan Stanley January 2005 - September 2008
Skills
International Real..., Capital Markets, Institutional Investors, Investments, Investment Strategies, Fund Of Funds, Investors, Alternative Investments, Real Estate Investment, Real Estate Investor, Real Estate Finance, Real Estate Transactions, Distressed Debt, Debt Restructuring, Private Equity, Equity Capital Markets, Property Tax, International Tax, Cross-border..., Asset Management, Due Diligence, Corporate Finance, Financial Structuring, Institutional..., Investment Management, Investment Properties, Investor Relations, Real Estate, Real Estate Economics
Education
Duke University School of Law 1989 — 1992
JD & LLM, Law and International Law
Georgetown University 1984 — 1988
BSFS, International Politics
Calvin Klein October 2013 - Present
Calvin Klein June 2012 - October 2013
Macy's January 2007 - May 2009
Loehmann's February 2004 - December 2006
AllianceBernstein August 2000 - February 2004
Skills
Assortment Planning, Trend Analysis, Open to Buy, Statistical Analysis, Gross Margin Analysis, Presentation Skills, Target Customer..., Sales Forecasting, Sales Planning, Vendor Communication, Replenishment, Merchandise Strategies, Competitive Analysis, RTV's and Inventory..., Visual Merchandising, Fashion, Sportswear
Education
Fashion Institute of Technology
Continuing Education Courses - Fashion Styling
Morgan State University
MBA, Business Administration and Management, General
Morgan State University
Bachelor of Science (BS), Finance, General
Integra LifeSciences July 2011 - Present
Thomson Reuters September 2010 - January 2011
Hertz Corp February 2010 - May 2010
AllianceBernstein April 2006 - October 2008
Bear Stearns Co February 2000 - April 2006
Skills
Equities, Account Reconciliation, Access, Finance, Sales, Financial Analysis, Financial Modeling, Financial Services, Capital Markets, Alternative Investments, Business Analysis
Education
Fairleigh Dickinson University 1998 — 2005
BS, Finance
Wroxton College, FDU UK Campus 1999 — 1999
International Finance, Global Business
AllianceBernstein December 2013 - Present
Deutsche Asset and Weath Management January 2013 - November 2013
Deutsche Asset Management June 2008 - December 2012
Deutsche Asset Management June 2004 - May 2008
Deutsche Asset Management November 1999 - May 2004
Bankers Trust August 1994 - November 1999
Bankers Trust January 1993 - August 1994
Skills
Product Development, Asset Managment, Investment Management, Strategy, Fixed Income, Hedge Funds, Separately Managed..., Alternative Investments, Mutual Funds, Equities, Investments, Portfolio Management, ETFs, Fund Of Funds, Series 7
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Dual: Finance and Information Systems
Pace University - Lubin School of Business 1990 — 1992
BA, Finance with a minor in Accounting
Royce & Associates May 2013 - Present
XL Consulting Solutions, Inc January 2010 - Present
Credit Suisse Asset Management March 2010 - May 2013
AMP Capital Investors November 2007 - December 2009
Implementation Solutions 2005 - 2008
TIAA-CREF April 2006 - April 2007
Mondrian Investment Partners May 2005 - March 2006
AllianceBernstein 1998 - 2005
AllianceBernstein 1998 - 2005
Merrin Financial 1996 - 1998
Skills
Equities, Equity Trading, Trading Systems, Fixed Income, Derivatives, Asset Management, Hedge Funds, Portfolio Management, Bloomberg, Electronic Trading, Financial Services, Securities, Trading, Business Analysis, Market Data
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Business Administration and Management, General
University of the Philippines 1987 — 1991
AB, Psychology
Assumption High School, Makati
High School
Fourpoints Asset Management (former Philippe Investment Management) August 2011 - Present
Taum Sauk Capital Management December 2009 - August 2011
AllianceBernstein August 2005 - November 2009
Philippe Investment Management January 2005 - August 2005
Natexis Bleichroeder September 2003 - November 2004
Credit Lyonnais Securities October 2001 - October 2002
PricewaterhouseCoopers March 2001 - September 2001
Education
ESCP Europe 2000 — 2001
Master, Finance
Université Paris Dauphine 1996 — 2000
Marie Curie
Marie Curie
Funston Media Managment March 2011 - Present
Save a Mind Foundation 2011 - 2015
Ultimark Products 2011 - 2012
AllianceBernstein December 2002 - September 2007
Skills
Microsoft Excel, Event Planning, Microsoft Office, Social Media, Event Management, Marketing Communications, Strategic Planning, Marketing Strategy, Social Networking, Leadership, Online Marketing, Social Media Marketing, Marketing, Budgets, Management
Education
Elon University
BBR Partners June 2014 - Present
BBR Partners April 2009 - June 2014
AllianceBernstein November 1998 - October 2008
Oppenheimer & Co. June 1996 - November 1998
Skills
Advent, Portfolio Management, Trading, Reconciliation, Excel, Statements, Microsoft Excel, Financial Statements, Account Reconciliation, Investments, Fixed Income, Accounting, Equities
Education
Fordham Gabelli School of Business 1999 — 2003
MBA, Finance, Management
New York University 1992 — 1996
BA, Economics
Brooklyn Tech High School 1988 — 1992
PS 117
AllianceBernstein July 2010 - Present
Town of Hempstead May 2005 - July 2011
Ardour Capital Investments February 2010 - June 2010
eRichards Consulting September 2008 - May 2009
Skills
Series 7, Series 63, Bloomberg, Equities, Hedge Funds, Fixed Income, Microsoft Excel, Asset Managment, Mutual Funds, Financial Analysis, Portfolio Management, Investments, Securities
Education
Fairfield University 2005 — 2009
BS, Finance, Spanish
Regency Wealth Management, LLC January 2009 - Present
AllianceBernstein March 1991 - December 2008
Education
Fordham Gabelli School of Business 1978 — 1980
MBA, Finance/International Business
Rutgers University-New Brunswick 1974 — 1978
BA, Economics
Greater Malvern Area September 2009 - Present
AllianceBernstein 2001 - 2008
Bank of Tokyo-Mitsubishi UFJ 2001 - 2007
Skills
Financial Risk, Fixed Income, Risk Management, Asset Management, Banking, Operational Risk, Investment Management, AML, Capital Markets, Enterprise Risk..., Financial Services, KYC, Hedge Funds, Internal Audit, Sarbanes-Oxley Act, Investment Data..., Internal Controls, Operational Risk..., Mutual Funds, Securities, Securities Lending,, Portfolio Management
Education
Dowling College
MBA, Banking & Finance
York College
BBS, Accounting & Economics
Kroeber Sales Consulting January 2012 - Present
Genworth Financial August 2010 - May 2011
Lincoln Financial Distributors March 2002 - June 2009
Lincoln Financial Distributors March 2002 - June 2009
Meridian Telesis January 2000 - January 2002
AllianceBernstein January 1998 - January 2000
Alliance Capital Mutual Funds January 1996 - April 1998
Skills
Series 7, Mutual Funds, Start-ups, Financial Services, Investments, New Business Development, Asset Management, Business Development, Sales Operations, CRM
Education
Drexel University - LeBow College of Business 1987 — 1992
BS, Business
Drexel University's LeBow College of Business
Bachelor of Science, Business Administration - Finance
AllianceBernstein February 2014 - Present
Ameriprise Financial Services, Inc. January 2011 - January 2014
Pappas Restaurants, Inc. May 2011 - June 2012
Wells Fargo January 2009 - January 2010
Education
Florida Institute of Technology 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services, Graduate Program
The University of Texas at Austin 2006 — 2009
Bachelor of Arts (B.A.), Political Science and Economics, 3.5 GPA
Invesco Ltd. September 2014 - Present
AllianceBernstein January 2012 - September 2014
Bernstein Global Wealth Management November 2005 - December 2011
Skills
Asset Management, Investments, Management, Equities, Alternative Investments, Series 7, Asset Allocation, Financial Analysis, Hedge Funds, Financial Modeling
Education
Emory University - Goizueta Business School 2007 — 2010
MBA, Corporate Finance, Strategy
University of Florida 1999 — 2003
BA, Economics, History, French
J.P. Morgan Asset Management November 2009 - Present
AllianceBernstein June 2007 - June 2009
Federated Investors January 2006 - May 2007
Federated Investors September 2004 - December 2005
PNC Financial Services Group August 2000 - August 2004
Skills
Series 7, Mutual Funds, Investments, Consultative Selling, Financial Planning, Selling, Strategic Financial...
Education
Duquesne University 2000 — 2004
Bachelor of Arts, Communication, Political Science
AllianceBernstein July 2014 - Present
AllianceBernstein June 2012 - Present
Siemens Corporate Research June 2011 - March 2012
iSchool, Drexel University November 2010 - May 2011
Wipro Technologies Ltd June 2007 - May 2009
Skills
Requirements Analysis, Business Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, PL/SQL, UML, Quality Center, SDLC, SQL, Equities, Asset Management, Collateral Management, CRM, Derivatives, Healthcare Information..., Visio, Six Sigma, Microsoft SQL Server, Analysis, HP Quality Center, Data Analysis, Management
Education
Drexel University 2010 — 2012
MS
Jawaharlal Nehru Technological University 2003 — 2007
B Tech
Pinnacle Advisory Group 2014 - 2015
FTA Partners 2010 - 2012
C Change Investments 2008 - 2010
Lehman Brothers 2007 - 2008
Cru Capital 2005 - 2007
Deutsche Bank 1996 - 2004
Scudder Investments 2000 - 2002
Banker Trust 1996 - 2000
AllianceBernstein 1990 - 1996
Skills
Hedge Funds, Due Diligence, Investments, Portfolio Management, Alternative Investments, Asset Managment, Bloomberg, Investment Banking, Private Equity, Venture Capital, Asset Management, Risk Management, Options, Derivatives, Trading, Equities
Education
Dowling College 1991 — 1993
Master's degree, Business Administration and Management, General, 3.7
Dowling College 1980 — 1986
BA, Math
AllianceBernstein February 2014 - Present
DoubleLine Group LP October 2013 - December 2013
US Securities and Exchange Commission June 2013 - August 2013
QS Investors, LLC March 2013 - June 2013
Deutsche Bank June 2011 - April 2012
SBI MUTUAL FUND April 2010 - May 2010
STMicroelectronics 2007 - 2009
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Investment Banking, VBA, Competitive Analysis, R, Matlab, SAS, C++, Microsoft Excel, Mergers & Acquisitions, Business Analysis, Portfolio Management, Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2013
Master of Financial Engineering, Financial Mathematics, 4.0/4.0
Indian Institute of Management, Lucknow 2009 — 2011
PGDM, Business Administration and Management, General, 8.48/10 (Top 5%)
ESCP Europe / ESCP-EAP 2010 — 2010
Student Exchange - Master in Management, Business Administration and Management, General
Punjab Engineering College 2003 — 2007
Bachelor of Engineering (B.E.), Electronics and Electrical Communication, First Division with Honors
AllianceBernstein 1998 - Present
Education
Drexel University
Master of Business Administration (MBA), Finance - Investment Management
Saint Joseph's University
Bachelor's degree, Finance, General
AllianceBernstein April 2011 - Present
AllianceBernstein September 2006 - April 2011
AllianceBernstein March 2004 - August 2006
Skills
Bloomberg, Equity Research, Hedge Funds, Equities, Equity Valuation, Investment Strategies, Mutual Funds, Series 63, Asset Managment, Portfolio Management, Derivatives, Capital Markets, Valuation, Financial Modeling, Investments, Portfolio Optimization, Alternative Investments, Trading, Risk Management, Investment Management, Securities, Financial Markets, Financial Analysis, Asset Allocation
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance
Trinity College-Hartford 1997 — 2001
BA, Economics
Goldman Sachs Asset Management December 2011 - Present
AllianceBernstein March 2002 - December 2011
Education
Stanford GSB 1986 — 1988
MBA
Duke University 1980 — 1984
BA, Economics & Russian
Ithaca College August 2012 - Present
Ithaca College November 2008 - August 2012
Thirteen/WNET October 2006 - October 2008
AllianceBernstein July 2004 - October 2006
Twentieth Century Fox January 2002 - January 2004
Miramax Films March 2001 - January 2002
Skills
Event Management, Event Planning, Fundraising, Facebook, Social Media Marketing, Program Management, Public Relations, Volunteer Management, Media Relations, Non-profits, Social Networking, Social Media, Nonprofits, Community Outreach, Editing
Education
Emerson College 1995 — 1999
B.S., Film
Presentation High School 1991 — 1995
High School Diploma
J.P. Morgan March 2014 - Present
Leerink Swann July 2012 - March 2014
AllianceBernstein January 2008 - February 2012
AllianceBernstein December 2005 - January 2008
Trillium Trading, LLC September 2004 - November 2005
Skills
Financial Modeling, Portfolio Management, Equities, Equity Research, Valuation
Education
Emory University 2000 — 2004
BBA, Finance, Management
MasTec Incorporated Sr IT Manager - BIMasTec IncApril 2009 - Present
Ryder System, Inc. March 2003 - April 2009
AllianceBernstein January 2001 - December 2002
E*TRADE Financial December 1999 - January 2001
Education
Florida International University - College of Business Administration
MBA, Finance
Oracle Univeristy
The Lodge School
AllianceBernstein July 2010 - Present
Coltabaco,an affiliate of Philip Morris International September 2008 - March 2010
PMI Global Services Inc July 2004 - August 2008
Kraft Foods Inc. December 2002 - June 2004
Clark/Bardes Consulting May 2002 - December 2002
Arthur Andersen LLP September 1999 - May 2002
Skills
Global Mobility, Spanish, Policy Analysis, Expatriate Management, Expatriate Tax, U.S. Immigration, international..., Relocation, Immigration Law, Benchmarking, Compensation, Corporate Relocation, Employee Relations, Deferred Compensation, Human Resources, Interviews, Leadership, Management, Performance Management, Policy, Personnel Management, Strategy, Recruiting, Tax, Talent Management, Training
Education
Fairfield University 1995 — 1999
BA, International Studies
OMD USA December 2014 - Present
New York University August 2014 - Present
Penguin Random House December 2013 - December 2014
Random House August 2012 - December 2013
64 Consulting June 2009 - August 2012
U.S. Department of State September 2008 - July 2009
AllianceBernstein June 2007 - August 2008
UBS Wealth Management May 2006 - May 2007
First Magnus Financial June 2004 - December 2006
Education
Full Sail University 2011 — 2012
Masters, Internet Marketing
Universität Duisburg-Essen, Standort Essen 2008 — 2009
Fairfield University 2003 — 2007
Honors BS Finance, Finance, German, Jazz Performance
RBC Capital Markets February 2011 - Present
AllianceBernstein June 2010 - August 2010
Axa Group Risk Management April 2009 - September 2009
Skills
Quantitative Finance, Financial Modeling, Bloomberg, Derivatives, Microsoft Excel, VBA, Matlab, R, Equities, Econometrics, SAS, PowerPoint, Quantitative Analytics, Fixed Income, Microsoft Word
Education
New York University 2009 — 2010
Msc in Mathematics in Finance
Ecole polytechnique 2006 — 2009
Msc in Applied Mathematics
U.S. Bancorp Fund Services, LLC November 2013 - Present
AllianceBernstein May 2013 - November 2013
AllianceBernstein July 2012 - November 2013
Morgan Stanley Smith Barney September 2009 - June 2012
Lerch, Vinci and Higgins, LLP May 2008 - September 2008
Merrill Lynch September 2007 - December 2007
Skills
Portfolio Management, Equities, Trading, P&L Analysis, Accounting, Balance Sheet Review, Bloomberg, SQL, Excel, Sell Side, Buy-side, Institutional Investors, Asset Management, Strategic and Tactical..., Mutual Funds, Separately Managed..., ETFs, Joint Ventures, Conversions, Private Client, Tax Harvesting, Teamwork, Investment Advisory, Series 7, Series 63
Education
Fairfield University 2005 — 2009
B.S., Finance
Bergen Catholic High School 2001 — 2005
Vanguard VPAllianceBernstein2001 - 2007
AllianceBernstein 2001 - 2007
Education
Dowling College 2004 — 2006
MBA, Banking & Finance
AQR Capital Management April 2012 - Present
AllianceBernstein June 2003 - June 2010
AllianceBernstein April 2001 - June 2003
Skills
Management, US GAAP, IFRS, Financial Modeling, Financial Analysis, Fixed Assets, International Accounting, Capital Markets, Fixed Income, Financial Reporting, Accounting, Bloomberg, Equities, Consolidation, Hedge Funds, Auditing, Finance, Risk Management, Sarbanes-Oxley Act, Asset Managment, Microsoft Excel, Asset Management, Internal Controls
Education
Fairfield University 1986 — 1990
BS, Accounting
Newland Capital Management LLC September 2013 - Present
Sidoti & Company, LLC May 2008 - September 2013
AllianceBernstein February 2007 - May 2008
Skills
Equity Research, Financial Modeling, Chartered Financial..., Investments, Equities, Analysis, Equity Valuation, Portfolio Management, Valuation, Competitive Analysis, Hedge Funds, Capital Markets, Asset Management
Education
Emory University
Bachelor of Arts
AllianceBernstein September 2007 - July 2013
AllianceBernstein March 2011 - January 2012
Alliancebernstein September 2007 - March 2011
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fixed Income, Asset Management, Investment Strategies, Bloomberg, Investment Management, Portfolio Management, Mutual Funds, Investments, Wealth Management, Investment Advisory, Capital Markets, Derivatives, Securities, Valuation, Financial Modeling
Education
Duke University
Bachelor of Engineering (B.E.), Biomedical/Medical Engineering and Electrical Engineering
Invesco Aim March 2007 - April 2011
Dreyfus January 2005 - December 2006
AllianceBernstein October 1989 - January 2005
Education
Fairleigh Dickinson University
Xerox Corporation May 2011 - Present
AllianceBernstein June 2005 - August 2010
AllianceBernstein June 2000 - June 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Finance, Financial Analysis, Financial Audits, Process Improvement, Accounting, Financial Reporting, Analysis, Microsoft Excel, Business Process..., Forecasting, Management, Risk Management
Education
The Chubb Institute 1996 — 1998
Computer Programming
Fairleigh Dickinson University 1993 — 1996
Montclair State University
Citadel Investment Group January 2008 - Present
AllianceBernstein June 2004 - December 2007
McKinsey & Company September 1997 - May 2004
Skills
Financial Modeling, Valuation, Portfolio Management, Hedge Funds, Equities, Investments, Management, Asset Management
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Duke University 1990 — 1994
BA, Economics and Mathematics
Morgan Stanley June 2014 - Present
Bank of America October 2012 - May 2014
AllianceBernstein August 2005 - October 2012
Banco Itaú May 2002 - August 2005
Sakura Bank August 1987 - April 2001
Skills
Sarbanes-Oxley Act, Accounting, Asset Managment, Mutual Funds, GAAP, Investments, Valuation, Financial Statements, Financial Accounting, Broker-Dealer, Fixed Income, Auditing
Education
Duke University 1983 — 1987
Bachelor of Science (B.S.), Psychology
AllianceBernstein July 2013 - September 2013
Xiamen University September 2010 - May 2012
Skills
C++, C, R, Matlab, SAS, VBA, Bloomberg Terminal, SQL, Quantitative Finance, Derivatives, Economics, Econometrics, Time Series Analysis, Macroeconomics, Financial Modeling, Statistics
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Science (MS), Quantitative Finance, 3.9 / 4.0
Xiamen University 2008 — 2012
Bachelor of Science (BS), Computer Science
Xiamen University 2010 — 2012
Bachelor of Science (BS), Mathematical Finance
AllianceBernstein 2010 - Present
AllianceBernstein 2009 - 2010
AllianceBernstein 2007 - 2008
AllianceBernstein 2003 - 2006
McKinsey & Company 2002 - 2003
McKinsey & Company 2000 - 2002
Skills
Banking, Asset Managment, Equities, Alternative Investments, Fixed Income, Hedge Funds, Private Banking, Asset Management, Financial Markets, Strategy, Asset Allocation, Capital Markets, Emerging Markets, Mergers & Acquisitions, Portfolio Management, Valuation, Private Equity, Investments, Series 7, Wealth Management..., Investment Management, Mutual Funds, Bloomberg, Investment Banking, Investment Strategies, Equity Research, Wealth Management
Education
Wharton School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Florida International University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Int'l Business
AllianceBernstein January 2013 - Present
Conduce Capital 2010 - December 2012
Morgan Stanley Wealth Management September 2006 - December 2010
Skills
Portfolio Management, Asset Allocation, Derivatives
Education
Florida State University
Bachelor of Science (BS), Economics