AllianceBernstein Company
Industry: Asset management company
DescriptionAllianceBernstein Holding L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. AllianceBernstein is based in New York City in the United States. CEO: Seth Bernstein (1 May 2017–) Headquarters: New York City, New York, United States Traded as: NYSE: AB Number of employees: 3,450 Subsidiaries: Sanford C. Bernstein & Co., LLC, Parent organizations: AXA, AXA Equitable Holdings, AXA Financial
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AllianceBernstein Employees
Employee
Years
Job
Industry
Ross Brunello Ross Brunello's AllianceBernstein Experience June 2011 - May 2012
Job Wells Fargo Real Estate Capital Markets
Industry Commercial Real Estate
Experience
Wells Fargo June 2014 - Present
JPMorgan Chase July 2012 - June 2014
AllianceBernstein June 2011 - May 2012
Skills
Asset Management, Investments, Real Estate, Finance, Investment Management, Commercial Real Estate, Commercial Lending
Education
Fordham Gabelli School of Business
Wells Fargo June 2014 - Present
JPMorgan Chase July 2012 - June 2014
AllianceBernstein June 2011 - May 2012
Skills
Asset Management, Investments, Real Estate, Finance, Investment Management, Commercial Real Estate, Commercial Lending
Education
Fordham Gabelli School of Business
Bingran(Bella) Zhao Bingran(Bella) Zhao's AllianceBernstein Experience June 2013 - November 2013
Job Financial Validation Engineer at Numerix
Industry Financial Services
Experience
Numerix May 2014 - Present
Numerix November 2013 - May 2014
Fordham University, Department of Computer Science June 2013 - November 2013
AllianceBernstein June 2013 - November 2013
Skills
Quantitative Finance, VBA, Econometrics, Bloomberg, Derivatives, SAS, Eviews, Risk Management, Fixed Income, Monte Carlo Simulation, C++, Matlab, GARCH, SQL, Credit Risk, Portfolio Management, Bloomberg Terminal
Education
Fordham University 2012 — 2013
Master of Science (MS), Quantitative Finance, 3.7
Fordham University 2013 — 2013
Advanced Certificate, Financial Computing
Xiamen University 2008 — 2012
Bachelor of Science (BS), Applied Mathematics
Numerix May 2014 - Present
Numerix November 2013 - May 2014
Fordham University, Department of Computer Science June 2013 - November 2013
AllianceBernstein June 2013 - November 2013
Skills
Quantitative Finance, VBA, Econometrics, Bloomberg, Derivatives, SAS, Eviews, Risk Management, Fixed Income, Monte Carlo Simulation, C++, Matlab, GARCH, SQL, Credit Risk, Portfolio Management, Bloomberg Terminal
Education
Fordham University 2012 — 2013
Master of Science (MS), Quantitative Finance, 3.7
Fordham University 2013 — 2013
Advanced Certificate, Financial Computing
Xiamen University 2008 — 2012
Bachelor of Science (BS), Applied Mathematics
George Smith George Smith's AllianceBernstein Experience June 2013 - August 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Georgetown University September 2011 - May 2014
AllianceBernstein June 2013 - August 2013
U.S. Department of State August 2012 - December 2012
U.S. Department of Justice May 2012 - July 2012
City of Houston June 2011 - August 2011
Skills
Research, Writing, Public Speaking, Microsoft Office, Social Media, Spanish, Editing, Situational Leadership, Collaborative Leadership, Government, Policy, Nonprofits, Community Outreach, Data Analysis, Excel, PowerPoint, Event Planning, Cross-functional Team..., Peer Mentoring, Collaborative Problem..., Empathy, Program Management, Training, Strategy, Community Development, Grants, Economics, Policy Analysis, Fundraising, Microsoft Excel
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), English, Cum Laude Graduate
University of Ghana 2012 — 2012
Goldman Sachs July 2014 - Present
Georgetown University September 2011 - May 2014
AllianceBernstein June 2013 - August 2013
U.S. Department of State August 2012 - December 2012
U.S. Department of Justice May 2012 - July 2012
City of Houston June 2011 - August 2011
Skills
Research, Writing, Public Speaking, Microsoft Office, Social Media, Spanish, Editing, Situational Leadership, Collaborative Leadership, Government, Policy, Nonprofits, Community Outreach, Data Analysis, Excel, PowerPoint, Event Planning, Cross-functional Team..., Peer Mentoring, Collaborative Problem..., Empathy, Program Management, Training, Strategy, Community Development, Grants, Economics, Policy Analysis, Fundraising, Microsoft Excel
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), English, Cum Laude Graduate
University of Ghana 2012 — 2012
Peter Greenberger, CFA, CFP® Peter Greenberger, CFA, CFP®'s AllianceBernstein Experience August 2005 - March 2007
Job Director, Mutual Fund Research & Marketing at Raymond James Financial Inc
Industry Financial Services
Experience
Raymond James Financial Inc November 2012 - Present
Raymond James February 2012 - November 2012
Raymond James August 2008 - February 2012
Raymond James September 2007 - August 2008
AllianceBernstein August 2005 - March 2007
AllianceBernstein January 2004 - August 2005
AllianceBernstein June 2002 - January 2004
Bank of America January 2000 - January 2002
Skills
Series 7, Mutual Funds, Asset Management, Investments, Hedge Funds, Retirement Plan..., Dynamic Asset Allocation, Portfolio Assessment, Portfolio Management, Investment Strategies, Alternative Investments, Defined Contribution, Asset Allocation, Equities, Morningstar, Morningstar Direct, Financial Advisory, Strategic Financial..., 401k, Investment Management, Financial Planning
Education
Fordham University 2006 — 2006
CFP, Financial Planning
Columbia University 1999 — 2001
Master of Arts, Organizational Development
Pennsylvania State University 1995 — 1999
Bachelor of Science, Organizational Psychology
Raymond James Financial Inc November 2012 - Present
Raymond James February 2012 - November 2012
Raymond James August 2008 - February 2012
Raymond James September 2007 - August 2008
AllianceBernstein August 2005 - March 2007
AllianceBernstein January 2004 - August 2005
AllianceBernstein June 2002 - January 2004
Bank of America January 2000 - January 2002
Skills
Series 7, Mutual Funds, Asset Management, Investments, Hedge Funds, Retirement Plan..., Dynamic Asset Allocation, Portfolio Assessment, Portfolio Management, Investment Strategies, Alternative Investments, Defined Contribution, Asset Allocation, Equities, Morningstar, Morningstar Direct, Financial Advisory, Strategic Financial..., 401k, Investment Management, Financial Planning
Education
Fordham University 2006 — 2006
CFP, Financial Planning
Columbia University 1999 — 2001
Master of Arts, Organizational Development
Pennsylvania State University 1995 — 1999
Bachelor of Science, Organizational Psychology
Chenda Huang Chenda Huang's AllianceBernstein Experience July 2013 - November 2013
Job Quantitative Developer (Consultant) at CME Group
Industry Financial Services
Experience
CME Group June 2014 - Present
SmartWorks, LLC February 2014 - May 2014
AllianceBernstein July 2013 - November 2013
Research Solution Advisors May 2013 - July 2013
Shanghai Brilliance Credit Rating & Investors Service Co., Ltd June 2011 - September 2011
Haagen-Dazs Ice-Cream Co., General Mills Inc. July 2008 - September 2008
Skills
Quantitative Finance, C++, Matlab, Microsoft Excel (VBA), Data Analysis, Equities, Matlab Simulation, Time Series Analysis, C++ Programming, SAS programming, Time-series Analysis, Portfolio Management, Java/ J2EE, Visual C#, Option Pricing Models, Financial Modeling, Risk Management, Economics, Investment Strategies, Econometrics, Bloomberg Terminal, Statistics
Education
Fordham University 2012 — 2013
Master of Science (MS), Quantitative Finance, 3.86/4.00
Shanghai University of Finance and Economics 2007 — 2011
Bachelor's Degree, Economics & Mathematics
CME Group June 2014 - Present
SmartWorks, LLC February 2014 - May 2014
AllianceBernstein July 2013 - November 2013
Research Solution Advisors May 2013 - July 2013
Shanghai Brilliance Credit Rating & Investors Service Co., Ltd June 2011 - September 2011
Haagen-Dazs Ice-Cream Co., General Mills Inc. July 2008 - September 2008
Skills
Quantitative Finance, C++, Matlab, Microsoft Excel (VBA), Data Analysis, Equities, Matlab Simulation, Time Series Analysis, C++ Programming, SAS programming, Time-series Analysis, Portfolio Management, Java/ J2EE, Visual C#, Option Pricing Models, Financial Modeling, Risk Management, Economics, Investment Strategies, Econometrics, Bloomberg Terminal, Statistics
Education
Fordham University 2012 — 2013
Master of Science (MS), Quantitative Finance, 3.86/4.00
Shanghai University of Finance and Economics 2007 — 2011
Bachelor's Degree, Economics & Mathematics
Kevin Borja Kevin Borja's AllianceBernstein Experience December 2008 - November 2011
Job Sr. Associate Middle Office
Industry Investment Management
Experience
Neuberger Berman November 2011 - Present
AllianceBernstein December 2008 - November 2011
AllianceBernstein August 2006 - December 2008
Skills
Equities, Bloomberg, Asset Managment, Fixed Income, Mutual Funds, Hedge Funds, Middle Office, Investments, Financial Modeling, Trading, Equity Research, Financial Analysis, Capital Markets, Bloomberg Terminal, Asset Management, Alternative Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance, 3.8
Pennsylvania State University 2002 — 2006
Bachelor of Science (B.S.), Finance & International Business
Neuberger Berman November 2011 - Present
AllianceBernstein December 2008 - November 2011
AllianceBernstein August 2006 - December 2008
Skills
Equities, Bloomberg, Asset Managment, Fixed Income, Mutual Funds, Hedge Funds, Middle Office, Investments, Financial Modeling, Trading, Equity Research, Financial Analysis, Capital Markets, Bloomberg Terminal, Asset Management, Alternative Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance, 3.8
Pennsylvania State University 2002 — 2006
Bachelor of Science (B.S.), Finance & International Business
Richard Porcaro Richard Porcaro's AllianceBernstein Experience July 2007 - May 2010
Job Head of Procurement – Americas Region at Chain IQ Group AG
Industry Financial Services
Experience
Chain IQ Group AG May 2014 - Present
UBS May 2010 - April 2014
AllianceBernstein July 2007 - May 2010
GlaxoSmithKline August 2005 - July 2007
Lucent Technologies January 2001 - July 2005
Atlantech Data 1997 - 1998
Skills
Supply Management, Strategic Sourcing, Procurement, Data Transformation, Spend Analysis, Global Sourcing, Supply Chain Management, Process Improvement, Outsourcing, Supply Chain, Business Process..., Sourcing, Vendor Management, Six Sigma, Leadership, Negotiation, Business Strategy, Management, Strategy, E-procurement, Purchasing, Telecommunications, Strategic Planning, Project Management, Cross-functional Team..., Lean Manufacturing, Analysis, Manufacturing, Business Process, eSourcing, Budgets, Contract Negotiation, Change Management, Human Resources, Contract Management, Operational Excellence, Supplier Negotiation, Product Development, Forecasting, Offshoring, SAP, Business Transformation, Logistics, RFP, Risk Management, Stakeholder Management, Operations Management, Procure-to-Pay
Education
Georgia State University 1999 — 2000
MBA
University of Maryland College Park 1993 — 1997
BA
Chain IQ Group AG May 2014 - Present
UBS May 2010 - April 2014
AllianceBernstein July 2007 - May 2010
GlaxoSmithKline August 2005 - July 2007
Lucent Technologies January 2001 - July 2005
Atlantech Data 1997 - 1998
Skills
Supply Management, Strategic Sourcing, Procurement, Data Transformation, Spend Analysis, Global Sourcing, Supply Chain Management, Process Improvement, Outsourcing, Supply Chain, Business Process..., Sourcing, Vendor Management, Six Sigma, Leadership, Negotiation, Business Strategy, Management, Strategy, E-procurement, Purchasing, Telecommunications, Strategic Planning, Project Management, Cross-functional Team..., Lean Manufacturing, Analysis, Manufacturing, Business Process, eSourcing, Budgets, Contract Negotiation, Change Management, Human Resources, Contract Management, Operational Excellence, Supplier Negotiation, Product Development, Forecasting, Offshoring, SAP, Business Transformation, Logistics, RFP, Risk Management, Stakeholder Management, Operations Management, Procure-to-Pay
Education
Georgia State University 1999 — 2000
MBA
University of Maryland College Park 1993 — 1997
BA
William Ha William Ha's AllianceBernstein Experience June 2013 - August 2013
Job Mechanical Engineer Georgia Tech
Industry Mechanical or Industrial Engineering
Experience
AllianceBernstein June 2013 - August 2013
Yale University School of Medicine July 2010 - August 2010
Skills
Robotics, Product Design, Matlab, Solidworks, Engineering, Photography, Lightroom, Cell Culture, Microsoft Office, Website Penetration..., EagleCAD, Machining, Information Security, AutoCAD, Inventor, SolidWorks, Autodesk Inventor
Education
Georgia Institute of Technology 2013 — 2017
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Hunter College High School 2007 — 2013
High School Diploma
AllianceBernstein June 2013 - August 2013
Yale University School of Medicine July 2010 - August 2010
Skills
Robotics, Product Design, Matlab, Solidworks, Engineering, Photography, Lightroom, Cell Culture, Microsoft Office, Website Penetration..., EagleCAD, Machining, Information Security, AutoCAD, Inventor, SolidWorks, Autodesk Inventor
Education
Georgia Institute of Technology 2013 — 2017
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Hunter College High School 2007 — 2013
High School Diploma
Thomas Shipp, CFA Thomas Shipp, CFA's AllianceBernstein Experience March 2010 - December 2011
Job Equity Research Associate at BMO Capital Markets
Industry Investment Management
Experience
BMO Capital Markets October 2014 - Present
Jennison Associates December 2011 - October 2014
AllianceBernstein March 2010 - December 2011
AllianceBernstein March 2008 - March 2010
Skills
Commission, Managed Accounts, Investments, Budget, Analysis, Mutual Funds, Procurement, Market Data, Budgets, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equities, Managing Accounts, Asset Management, Investment Management, Financial Modeling
Education
Fordham University 2003 — 2007
BS, Business/Finance
DHS
BMO Capital Markets October 2014 - Present
Jennison Associates December 2011 - October 2014
AllianceBernstein March 2010 - December 2011
AllianceBernstein March 2008 - March 2010
Skills
Commission, Managed Accounts, Investments, Budget, Analysis, Mutual Funds, Procurement, Market Data, Budgets, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equities, Managing Accounts, Asset Management, Investment Management, Financial Modeling
Education
Fordham University 2003 — 2007
BS, Business/Finance
DHS
Christian Leone Christian Leone's AllianceBernstein Experience June 2014 - Present
Job TOP Program Associate IMO
Industry Financial Services
Experience
AllianceBernstein June 2014 - Present
Outside The Numbers February 2013 - December 2013
AllianceBernstein June 2013 - August 2013
EMI Music February 2012 - January 2013
Fameco Real Estate June 2011 - August 2011
Paganini’sRistorante June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Teamwork, Microsoft Word, Business Development, Research, Finance, Analysis, Sales, Negotiation, Market Research, Marketing
Education
Fordham University 2010 — 2014
Bachelor's Degree, Business Administration
Germantown Academy 2006 — 2010
AllianceBernstein June 2014 - Present
Outside The Numbers February 2013 - December 2013
AllianceBernstein June 2013 - August 2013
EMI Music February 2012 - January 2013
Fameco Real Estate June 2011 - August 2011
Paganini’sRistorante June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Teamwork, Microsoft Word, Business Development, Research, Finance, Analysis, Sales, Negotiation, Market Research, Marketing
Education
Fordham University 2010 — 2014
Bachelor's Degree, Business Administration
Germantown Academy 2006 — 2010
Ellen Gutierrez Ellen Gutierrez's AllianceBernstein Experience 2009 - 2012
Job Business Development Services at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2013 - Present
AllianceBernstein 2009 - 2012
AllianceBernstein 2007 - 2009
AllianceBernstein 2001 - 2007
Committee to Protect Journalists 1999 - 2001
Skills
Client Service, Team Leadership, Change Management, Project Management, Outsourcing, Business Communications, RFP, People Management, Decision Making, Results Oriented, Risk Management, Front Office Operations, Management, Investments, Financial Services, Business Analysis
Education
Georgetown University
Westminster School
OppenheimerFunds 2013 - Present
AllianceBernstein 2009 - 2012
AllianceBernstein 2007 - 2009
AllianceBernstein 2001 - 2007
Committee to Protect Journalists 1999 - 2001
Skills
Client Service, Team Leadership, Change Management, Project Management, Outsourcing, Business Communications, RFP, People Management, Decision Making, Results Oriented, Risk Management, Front Office Operations, Management, Investments, Financial Services, Business Analysis
Education
Georgetown University
Westminster School
Yinqiao Yin Yinqiao Yin's AllianceBernstein Experience June 2013 - Present
Job Operational Risk Intern at Financial Industry Regulatory Authority
Industry
Experience
Financial Industry Regulatory Authority October 2013 - Present
AllianceBernstein June 2013 - Present
Shanghai Pudong Development Bank March 2012 - June 2012
China Life Insurance Co.Ltd October 2011 - February 2012
The Goodyear Tire & Rubber Company June 2011 - August 2011
Skills
VBA, Matlab, SAS, Microsoft Office, Bloomberg Terminal, Access, Fixed Income, Microsoft Word, Quantitative Finance, Corporate Finance, Derivatives
Education
Fordham University 2012 — 2014
Master's degree, Quantitative finance, 3.939
Shanghai University of Finance and Economics 2008 — 2012
Bachelor's degree, Real Estate / Accounting, 3.7
Financial Industry Regulatory Authority October 2013 - Present
AllianceBernstein June 2013 - Present
Shanghai Pudong Development Bank March 2012 - June 2012
China Life Insurance Co.Ltd October 2011 - February 2012
The Goodyear Tire & Rubber Company June 2011 - August 2011
Skills
VBA, Matlab, SAS, Microsoft Office, Bloomberg Terminal, Access, Fixed Income, Microsoft Word, Quantitative Finance, Corporate Finance, Derivatives
Education
Fordham University 2012 — 2014
Master's degree, Quantitative finance, 3.939
Shanghai University of Finance and Economics 2008 — 2012
Bachelor's degree, Real Estate / Accounting, 3.7
Richard Marshall Richard Marshall's AllianceBernstein Experience October 2012 - Present
Job Vice President Investment Management Operations Global Head of Pricing at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2012 - Present
AllianceBernstein July 2010 - Present
AllianceBernstein June 1998 - July 2010
Chase Manhattan Corporation September 1997 - June 1998
Bankers Trust April 1993 - September 1997
Skills
Corporate Actions, Market Data, Valuation, Analysis, Fixed Income, Reference Data, Pricing, Cadis, Hedge Funds, Equities, Settlement, Financial Services, Securities, Trading Systems, Strategy, Derivatives, Bloomberg, Asset Management
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA, Finance
Penn State University 1987 — 1992
BS, Economics
AllianceBernstein October 2012 - Present
AllianceBernstein July 2010 - Present
AllianceBernstein June 1998 - July 2010
Chase Manhattan Corporation September 1997 - June 1998
Bankers Trust April 1993 - September 1997
Skills
Corporate Actions, Market Data, Valuation, Analysis, Fixed Income, Reference Data, Pricing, Cadis, Hedge Funds, Equities, Settlement, Financial Services, Securities, Trading Systems, Strategy, Derivatives, Bloomberg, Asset Management
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA, Finance
Penn State University 1987 — 1992
BS, Economics
Emelisa Mendoza Emelisa Mendoza's AllianceBernstein Experience June 2008 - September 2014
Job CapMkts Analyst @ WellsFargoSecurities
Industry Investment Management
Experience
Wells Fargo Securities September 2014 - Present
AllianceBernstein June 2008 - September 2014
Goldman Sachs July 2007 - April 2008
First Manhattan Co. June 2005 - May 2007
Fitch Ratings June 2006 - August 2006
Columbia University Medical Center February 2002 - June 2006
Loews Corporation June 2002 - September 2002
Skills
Series 7, Series 63, Trading, Investments, Bloomberg, Hedge Funds, Fixed Income, Financial Services, Corporate Finance, Financial Modeling, Bloomberg Terminal, FINRA, Equities, Valuation, Investment Management
Education
Fordham University 2003 — 2007
Bachelors of Science, Business Administration
Mother Cabrini High School 1999 — 2003
Regents Honors NY State HS Diploma
Wells Fargo Securities September 2014 - Present
AllianceBernstein June 2008 - September 2014
Goldman Sachs July 2007 - April 2008
First Manhattan Co. June 2005 - May 2007
Fitch Ratings June 2006 - August 2006
Columbia University Medical Center February 2002 - June 2006
Loews Corporation June 2002 - September 2002
Skills
Series 7, Series 63, Trading, Investments, Bloomberg, Hedge Funds, Fixed Income, Financial Services, Corporate Finance, Financial Modeling, Bloomberg Terminal, FINRA, Equities, Valuation, Investment Management
Education
Fordham University 2003 — 2007
Bachelors of Science, Business Administration
Mother Cabrini High School 1999 — 2003
Regents Honors NY State HS Diploma
Jeanmarie Macari LaBonte, CIMA, CPWA Jeanmarie Macari LaBonte, CIMA, CPWA's AllianceBernstein Experience November 2007 - November 2008
Job VP, Senior Wealth Advisor at Comerica Bank
Industry Financial Services
Experience
Comerica Bank November 2011 - Present
US Bank July 2009 - August 2011
AllianceBernstein November 2007 - November 2008
Wells Fargo Investments November 2000 - November 2007
Prudential Investments April 1997 - May 2000
Oppenheimer & Co. January 1995 - March 1997
J&W Seligman December 1991 - January 1995
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Political Science/International Business
Hofstra University 1988 — 1991
BA, Political Science/International Business
Comerica Bank November 2011 - Present
US Bank July 2009 - August 2011
AllianceBernstein November 2007 - November 2008
Wells Fargo Investments November 2000 - November 2007
Prudential Investments April 1997 - May 2000
Oppenheimer & Co. January 1995 - March 1997
J&W Seligman December 1991 - January 1995
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Political Science/International Business
Hofstra University 1988 — 1991
BA, Political Science/International Business
Jonnathan Wong-Coronel Jonnathan Wong-Coronel's AllianceBernstein Experience February 2005 - March 2007
Job Principal, Orestes Capital Management LLC
Industry Financial Services
Experience
Orestes Capital Management LLC November 2008 - Present
Vanquish Capital Group March 2007 - August 2008
AllianceBernstein February 2005 - March 2007
Skills
Fixed Income, Structured Finance, MBS, ABS, Valuation, CDO, Portfolio Management, CMBS, Investments, Trading, Intex, Financial Markets, Commercial Real Estate, Alternative Investments, Asset Allocation, Bloomberg, Bonds, Capital Markets, Financial Structuring, Hedge Funds, Hedging, Investment Advisory, Investment Management, Mortgage Lending, Securitization, Structured Products
Education
Georgetown University 1996 — 2000
B.S., Econonmics
Georgetown University, School of Foreign Service 1996 — 2000
Bachelor of Science, International Economics; Finance
Orestes Capital Management LLC November 2008 - Present
Vanquish Capital Group March 2007 - August 2008
AllianceBernstein February 2005 - March 2007
Skills
Fixed Income, Structured Finance, MBS, ABS, Valuation, CDO, Portfolio Management, CMBS, Investments, Trading, Intex, Financial Markets, Commercial Real Estate, Alternative Investments, Asset Allocation, Bloomberg, Bonds, Capital Markets, Financial Structuring, Hedge Funds, Hedging, Investment Advisory, Investment Management, Mortgage Lending, Securitization, Structured Products
Education
Georgetown University 1996 — 2000
B.S., Econonmics
Georgetown University, School of Foreign Service 1996 — 2000
Bachelor of Science, International Economics; Finance
Barton Noga's AllianceBernstein Experience August 2008 - July 2012
Job Professional Strategist looking for a Private Equity position
Industry Financial Services
Experience
G-TEKT North American Corporation August 2014 - August 2015
Victoria's Secret 2013 - 2013
AllianceBernstein August 2008 - July 2012
Fordham University September 2009 - May 2012
AllianceBernstein September 2006 - July 2008
Skadden Arps July 2005 - October 2006
Skills
New Business Development, Business Strategy, International Business, Excel, Financial Analysis, Financial Modeling, Problem Solving, Energy, Customer Service, Building Relationships, Relationship Marketing, Media Relations, New Media, Financial Services, Media Planning, Strategic Planning, Strategic Thinking, Strategic Communications, Microsoft Excel, Mandarin, Finance, Management Consulting, Business Analysis, Analysis
Education
Fordham University 2009 — 2012
Master of Business Administration (M.B.A.), Finance and Media & Communications Management, 3.667
The Ohio State University 2001 — 2004
BA, Political Science
The Ohio State University
BA, Mandarin Chinese
G-TEKT North American Corporation August 2014 - August 2015
Victoria's Secret 2013 - 2013
AllianceBernstein August 2008 - July 2012
Fordham University September 2009 - May 2012
AllianceBernstein September 2006 - July 2008
Skadden Arps July 2005 - October 2006
Skills
New Business Development, Business Strategy, International Business, Excel, Financial Analysis, Financial Modeling, Problem Solving, Energy, Customer Service, Building Relationships, Relationship Marketing, Media Relations, New Media, Financial Services, Media Planning, Strategic Planning, Strategic Thinking, Strategic Communications, Microsoft Excel, Mandarin, Finance, Management Consulting, Business Analysis, Analysis
Education
Fordham University 2009 — 2012
Master of Business Administration (M.B.A.), Finance and Media & Communications Management, 3.667
The Ohio State University 2001 — 2004
BA, Political Science
The Ohio State University
BA, Mandarin Chinese
Harry Gruber Harry Gruber's AllianceBernstein Experience June 2007 - October 2008
Job Project Manager at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
Arnab Sarkar's AllianceBernstein Experience September 2013 - Present
Job Derivatives Trader at AllianceBernstein LP
Industry Investment Management
Experience
AllianceBernstein September 2013 - Present
AEGON USA Investment Management LLC February 2010 - August 2013
Sun Life Financial May 2008 - January 2010
Wachovia Corp. May 2005 - May 2008
Education
Georgia Institute of Technology 2004 — 2006
MS Quantitative and Computational Finance, Finance
Indian Institute of Technology, Bombay 1999 — 2004
Mechanical Engineering
Kendriya Vidyalaya
Secondary and Senior Secondary Education, Mathematics, Physics, History, Economics
St. Joseph's Convent High School, Chittaranjan
AllianceBernstein September 2013 - Present
AEGON USA Investment Management LLC February 2010 - August 2013
Sun Life Financial May 2008 - January 2010
Wachovia Corp. May 2005 - May 2008
Education
Georgia Institute of Technology 2004 — 2006
MS Quantitative and Computational Finance, Finance
Indian Institute of Technology, Bombay 1999 — 2004
Mechanical Engineering
Kendriya Vidyalaya
Secondary and Senior Secondary Education, Mathematics, Physics, History, Economics
St. Joseph's Convent High School, Chittaranjan
Ronald Funderburk Ronald Funderburk's AllianceBernstein Experience June 2007 - August 2007
Job Investment Director, Credit & Inflation at North Carolina Department of State Treasurer Retirement Systems Division
Industry Investment Management
Experience
North Carolina Department of State Treasurer -Retirement Systems Division October 2013 - Present
North Carolina Department of State Treasurer -Retirement Systems Division March 2009 - September 2013
AllianceBernstein June 2007 - August 2007
Ernst & Young August 2004 - July 2006
Goldman Sachs May 2003 - August 2003
Goldman Sachs May 2002 - August 2002
Skills
Asset Allocation, Portfolio Management, Investments, Due Diligence, Fixed Income, Valuation, Financial Modeling, Private Equity, Corporate Finance, Financial Analysis, Asset Managment, Risk Management, Contract Negotiation, Alternative Investments, Business Networking
Education
Harvard Business School 2006 — 2008
MBA
North Carolina State University 2002 — 2004
MS
North Carolina State University 1999 — 2004
BS
North Carolina Department of State Treasurer -Retirement Systems Division October 2013 - Present
North Carolina Department of State Treasurer -Retirement Systems Division March 2009 - September 2013
AllianceBernstein June 2007 - August 2007
Ernst & Young August 2004 - July 2006
Goldman Sachs May 2003 - August 2003
Goldman Sachs May 2002 - August 2002
Skills
Asset Allocation, Portfolio Management, Investments, Due Diligence, Fixed Income, Valuation, Financial Modeling, Private Equity, Corporate Finance, Financial Analysis, Asset Managment, Risk Management, Contract Negotiation, Alternative Investments, Business Networking
Education
Harvard Business School 2006 — 2008
MBA
North Carolina State University 2002 — 2004
MS
North Carolina State University 1999 — 2004
BS
David Sands David Sands's AllianceBernstein Experience August 1998 - March 2000
Job Available for opportunities Head of Global Data Services and Technology Strategy
Industry Financial Services
Experience
Citi January 2013 - February 2014
Citi 2009 - January 2013
Citi March 2005 - May 2009
Capco March 2004 - March 2005
Morgan Stanley March 2000 - November 2002
AllianceBernstein August 1998 - March 2000
Skills
Fixed Income, Process Improvement, Management, Training, Investments, Operational Excellence, Research, Analysis, CRM, Analytics, Equities, Capital Markets, Business Analysis, Financial Analysis, Project Management, Investment Banking, Financial Services
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor's degree, Economics
Citi January 2013 - February 2014
Citi 2009 - January 2013
Citi March 2005 - May 2009
Capco March 2004 - March 2005
Morgan Stanley March 2000 - November 2002
AllianceBernstein August 1998 - March 2000
Skills
Fixed Income, Process Improvement, Management, Training, Investments, Operational Excellence, Research, Analysis, CRM, Analytics, Equities, Capital Markets, Business Analysis, Financial Analysis, Project Management, Investment Banking, Financial Services
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor's degree, Economics
Laura Reifinger's AllianceBernstein Experience January 2013 - Present
Job Legal & Compliance at AllianceBernstein
Industry Law Practice
Experience
AllianceBernstein January 2013 - Present
AllianceBernstein October 2012 - January 2013
Law Office of Anthony Cecutti December 2010 - October 2012
Solow Realty & Development Group November 2011 - June 2012
Lincoln Square Legal Services, Inc. August 2010 - December 2010
Brooklyn Legal Services Corporation A June 2010 - August 2010
New York County Defender Services January 2010 - April 2010
Samsung Electronics July 2009 - August 2009
Priority Films February 2006 - February 2008
Global Outreach - Fordham University October 2006 - March 2007
Skills
Legal Research, Legal Writing, Client Counseling, Criminal Law, Legal Assistance, Legal Advice, Due Diligence, Corporate Governance, Criminal Defense, Corporate Law, International Law, Westlaw, Lexis, Securities Regulation
Education
Fordham University School of Law 2008 — 2011
J.D., Law
Sungkyunkwan University 2009 — 2009
Law, International Law
Fordham University 2004 — 2008
B.A., Communications & Media Studies, Concentration in Electronic Media; Political Science
American University of Paris 2007 — 2007
International Politics
Emmaus High School 2000 — 2004
AllianceBernstein January 2013 - Present
AllianceBernstein October 2012 - January 2013
Law Office of Anthony Cecutti December 2010 - October 2012
Solow Realty & Development Group November 2011 - June 2012
Lincoln Square Legal Services, Inc. August 2010 - December 2010
Brooklyn Legal Services Corporation A June 2010 - August 2010
New York County Defender Services January 2010 - April 2010
Samsung Electronics July 2009 - August 2009
Priority Films February 2006 - February 2008
Global Outreach - Fordham University October 2006 - March 2007
Skills
Legal Research, Legal Writing, Client Counseling, Criminal Law, Legal Assistance, Legal Advice, Due Diligence, Corporate Governance, Criminal Defense, Corporate Law, International Law, Westlaw, Lexis, Securities Regulation
Education
Fordham University School of Law 2008 — 2011
J.D., Law
Sungkyunkwan University 2009 — 2009
Law, International Law
Fordham University 2004 — 2008
B.A., Communications & Media Studies, Concentration in Electronic Media; Political Science
American University of Paris 2007 — 2007
International Politics
Emmaus High School 2000 — 2004
Chris Toub Chris Toub's AllianceBernstein Experience January 1992 - Present
Job Director of Equities at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein January 1992 - Present
AllianceBernstein Limited April 2005 - June 2009
Alliance Capital Management 1992 - 2004
Marcus Schloss & Co December 1989 - May 1992
Bear Stearns August 1987 - December 1989
JP Morgan June 1982 - July 1985
Skills
Equities, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Series 63, Series 7
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Williams College 1978 — 1982
BA, Economics, Political Science
AllianceBernstein January 1992 - Present
AllianceBernstein Limited April 2005 - June 2009
Alliance Capital Management 1992 - 2004
Marcus Schloss & Co December 1989 - May 1992
Bear Stearns August 1987 - December 1989
JP Morgan June 1982 - July 1985
Skills
Equities, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Series 63, Series 7
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Williams College 1978 — 1982
BA, Economics, Political Science
Rob Ryman's AllianceBernstein Experience July 2008 - September 2010
Job Equity Analyst at Fine Capital
Industry Investment Management
Experience
Fine Capital September 2012 - Present
Noodle Education September 2010 - September 2012
AllianceBernstein July 2008 - September 2010
Credit Suisse June 2007 - August 2007
The Princeton Review, K-12 and Test Prep Divisions August 2004 - August 2006
Los Angeles Unified School District April 2002 - July 2004
The Broad Foundation 2002 - 2002
Dorot Fellowship in Israel 2000 - 2001
A.T. Kearney 1998 - 2000
Skills
Investment Management, Hedge Funds, Educational Technology, Management Consulting, Entrepreneurship, Start-ups, Business Development, Strategic Planning, Mergers & Acquisitions
Education
Harvard Business School 2006 — 2008
MBA with Distinction
Harvard University 1994 — 1998
B.A., magna cum laude, Social Studies (Economics, Philosophy, and Political Theory)
Fine Capital September 2012 - Present
Noodle Education September 2010 - September 2012
AllianceBernstein July 2008 - September 2010
Credit Suisse June 2007 - August 2007
The Princeton Review, K-12 and Test Prep Divisions August 2004 - August 2006
Los Angeles Unified School District April 2002 - July 2004
The Broad Foundation 2002 - 2002
Dorot Fellowship in Israel 2000 - 2001
A.T. Kearney 1998 - 2000
Skills
Investment Management, Hedge Funds, Educational Technology, Management Consulting, Entrepreneurship, Start-ups, Business Development, Strategic Planning, Mergers & Acquisitions
Education
Harvard Business School 2006 — 2008
MBA with Distinction
Harvard University 1994 — 1998
B.A., magna cum laude, Social Studies (Economics, Philosophy, and Political Theory)
Johnny Mazzeo Johnny Mazzeo's AllianceBernstein Experience April 2007 - May 2009
Job Financial Services Professional Series 7,63,9,10,24 licensed
Industry Financial Services
Experience
AllianceBernstein L.P. June 2008 - May 2009
AllianceBernstein April 2007 - May 2009
AllianceBernstein April 2007 - June 2008
AllianceBernstein L.P. April 2007 - June 2008
Maxim Group LLC December 2004 - February 2006
Maxim Group LLC October 2004 - December 2004
Education
Fordham University 2001 — 2004
BS, Finance, Marketing
AllianceBernstein L.P. June 2008 - May 2009
AllianceBernstein April 2007 - May 2009
AllianceBernstein April 2007 - June 2008
AllianceBernstein L.P. April 2007 - June 2008
Maxim Group LLC December 2004 - February 2006
Maxim Group LLC October 2004 - December 2004
Education
Fordham University 2001 — 2004
BS, Finance, Marketing
Jack (Rusty) O'Kelley Jack (Rusty) O'Kelley's AllianceBernstein Experience 1998 - 1999
Job Managing Director at Russell Reynolds Associates
Industry Management Consulting
Experience
Russell Reynolds Associates December 2013 - Present
Heidrick & Struggles April 2009 - December 2013
Booz & Co / Katzenbach Partners LLC 2001 - 2009
Vidyah 1999 - 2001
AllianceBernstein 1998 - 1999
Sullivan & Cromwell 1993 - 1998
4th Circuit 1992 - 1993
Skills
Financial Services, Private Equity, Healthcare, Corporate Governance, Mergers, Business Strategy, Hospitality, Management, Online Advertising, Organizational Design, Executive Management, Management Consulting, Succession Planning, Leadership Development, Leadership, Strategy, Fundraising, Mergers & Acquisitions, CRM, Emerging Markets, Recruiting, Organizational..., Finance
Education
Yale Law School 1989 — 1992
Law, Law
Hampton University 1985 — 1989
Bachelor of Science (BS), Accounting
Russell Reynolds Associates December 2013 - Present
Heidrick & Struggles April 2009 - December 2013
Booz & Co / Katzenbach Partners LLC 2001 - 2009
Vidyah 1999 - 2001
AllianceBernstein 1998 - 1999
Sullivan & Cromwell 1993 - 1998
4th Circuit 1992 - 1993
Skills
Financial Services, Private Equity, Healthcare, Corporate Governance, Mergers, Business Strategy, Hospitality, Management, Online Advertising, Organizational Design, Executive Management, Management Consulting, Succession Planning, Leadership Development, Leadership, Strategy, Fundraising, Mergers & Acquisitions, CRM, Emerging Markets, Recruiting, Organizational..., Finance
Education
Yale Law School 1989 — 1992
Law, Law
Hampton University 1985 — 1989
Bachelor of Science (BS), Accounting
Alexander Langowski Alexander Langowski's AllianceBernstein Experience August 2004 - September 2011
Job
Industry Marketing and Advertising
Experience
GrubHub February 2015 - Present
GrubHub October 2012 - February 2015
Razorfish October 2011 - October 2012
AllianceBernstein August 2004 - September 2011
Skills
Sybase SQL Anywhere, MySQL, VBA, SAS, SAS/SQL, Google Analytics, DoubleClick, DFA, Microsoft Atlas, Unicast, comScore, Teradata Aster Data, Tableau, R, Octave, Matlab, Digital Marketing, A/B testing, Linear Regression, Logistic Regression, Neural Networks, Consumer Insight, Analytics, Data Analysis, Online Advertising, Database Marketing, Microsoft SQL Server, E-commerce, Financial Modeling, Digital Strategy, Mobile Marketing, Data Mining, Segmentation, SEM, Google Adwords, Competitive Analysis, Customer Insight, Predictive Analytics, Marketing Research, Integrated Marketing, B2B Marketing, Management, Strategy, CRM, Marketing
Education
Rochester Institute of Technology 2002 — 2004
B.S.
General Assembly 2014 — 2014
Kansai Gaidai University 2001 — 2002
Saint Louis University 2000 — 2001
Gymnasium Kamp-Lintfort 1998 — 1999
Abitur
GrubHub February 2015 - Present
GrubHub October 2012 - February 2015
Razorfish October 2011 - October 2012
AllianceBernstein August 2004 - September 2011
Skills
Sybase SQL Anywhere, MySQL, VBA, SAS, SAS/SQL, Google Analytics, DoubleClick, DFA, Microsoft Atlas, Unicast, comScore, Teradata Aster Data, Tableau, R, Octave, Matlab, Digital Marketing, A/B testing, Linear Regression, Logistic Regression, Neural Networks, Consumer Insight, Analytics, Data Analysis, Online Advertising, Database Marketing, Microsoft SQL Server, E-commerce, Financial Modeling, Digital Strategy, Mobile Marketing, Data Mining, Segmentation, SEM, Google Adwords, Competitive Analysis, Customer Insight, Predictive Analytics, Marketing Research, Integrated Marketing, B2B Marketing, Management, Strategy, CRM, Marketing
Education
Rochester Institute of Technology 2002 — 2004
B.S.
General Assembly 2014 — 2014
Kansai Gaidai University 2001 — 2002
Saint Louis University 2000 — 2001
Gymnasium Kamp-Lintfort 1998 — 1999
Abitur
Sarah Dally Sarah Dally's AllianceBernstein Experience August 2012 - April 2015
Job Skilled Relationship Builder ◊ Client Service Professional
Industry Financial Services
Experience
GoldenTree Asset Management April 2015 - Present
AllianceBernstein August 2012 - April 2015
Micro Interventional Devices, Inc. January 2012 - June 2012
Lafayette College Office of Alumni Affairs February 2011 - June 2011
Cobham June 2010 - August 2010
US Congress May 2009 - August 2009
Skills
Fundraising, Event Planning, PowerPoint, Social Media, Marketing, Research, Time Management, Community Outreach, Microsoft Excel, Building Relationships, Project Planning, Press Releases, Leadership, Human Resources, Recruiting, Volunteer Management, Spanish, Editing, Microsoft Office, Microsoft Word, Manage Client..., Maintaining Strong..., Team-oriented, Internal & External..., Asset Management, Investment Management, Wealth Management..., CRM, Investments, Financial Analysis, Series 7, Organization Skills
Education
Lafayette College 2007 — 2011
Bachelor of Arts, Policy Studies
Georgetown University 2010 — 2010
Institute on Business and Government Affairs
GoldenTree Asset Management April 2015 - Present
AllianceBernstein August 2012 - April 2015
Micro Interventional Devices, Inc. January 2012 - June 2012
Lafayette College Office of Alumni Affairs February 2011 - June 2011
Cobham June 2010 - August 2010
US Congress May 2009 - August 2009
Skills
Fundraising, Event Planning, PowerPoint, Social Media, Marketing, Research, Time Management, Community Outreach, Microsoft Excel, Building Relationships, Project Planning, Press Releases, Leadership, Human Resources, Recruiting, Volunteer Management, Spanish, Editing, Microsoft Office, Microsoft Word, Manage Client..., Maintaining Strong..., Team-oriented, Internal & External..., Asset Management, Investment Management, Wealth Management..., CRM, Investments, Financial Analysis, Series 7, Organization Skills
Education
Lafayette College 2007 — 2011
Bachelor of Arts, Policy Studies
Georgetown University 2010 — 2010
Institute on Business and Government Affairs
John Phillips, Jr. John Phillips, Jr.'s AllianceBernstein Experience 2011 - 2012
Job Investor
Industry Investment Management
Experience
AllianceBernstein 2011 - 2012
Bernstein Investment Research and Management 1997 - 2012
AllianceBernstein 1994 - 2012
Skills
Asset Allocation, Equities, Alternative Investments, Hedge Funds, Portfolio Management, Fixed Income, Investment Management, Investments, Asset Managment, Investment Strategies, Asset Management, Series 7, Equity Research, Equity Valuation, Wealth Management, Bloomberg, Capital Markets, Institutional..., Private Equity, Series 63, Securities, Valuation, Mutual Funds, Investment Advisory, Emerging Markets, ETFs
Education
Harvard Business School
MBA
Hamilton College 1965 — 1969
Bachelor's degree, English
AllianceBernstein 2011 - 2012
Bernstein Investment Research and Management 1997 - 2012
AllianceBernstein 1994 - 2012
Skills
Asset Allocation, Equities, Alternative Investments, Hedge Funds, Portfolio Management, Fixed Income, Investment Management, Investments, Asset Managment, Investment Strategies, Asset Management, Series 7, Equity Research, Equity Valuation, Wealth Management, Bloomberg, Capital Markets, Institutional..., Private Equity, Series 63, Securities, Valuation, Mutual Funds, Investment Advisory, Emerging Markets, ETFs
Education
Harvard Business School
MBA
Hamilton College 1965 — 1969
Bachelor's degree, English
Aaron Kravitz Aaron Kravitz's AllianceBernstein Experience October 2006 - February 2012
Job Director of Strategic Accounts at Digital Globe Services
Industry Marketing and Advertising
Experience
Digital Globe Services December 2013 - Present
Asset Manager April 2012 - November 2013
AllianceBernstein October 2006 - February 2012
Floor13 Design October 2003 - October 2006
Trillium Trading, LLC May 2002 - September 2003
Skills
Business Development, Strategic Planning, CRM, Strategy, Mutual Funds, Analytics, Project Management, Series 7, Asset Management, Equities, Analysis, Investments, Alternative Investments, Start-ups, Marketing, Asset Managment, Management, Marketing Strategy, Competitive Analysis, Sales, Finance, Data Analysis
Education
General Assembly 2015 — 2015
Data Analytics
Georgetown University - The McDonough School of Business 1999 — 2002
B.S. in Business Administration, Finance
Digital Globe Services December 2013 - Present
Asset Manager April 2012 - November 2013
AllianceBernstein October 2006 - February 2012
Floor13 Design October 2003 - October 2006
Trillium Trading, LLC May 2002 - September 2003
Skills
Business Development, Strategic Planning, CRM, Strategy, Mutual Funds, Analytics, Project Management, Series 7, Asset Management, Equities, Analysis, Investments, Alternative Investments, Start-ups, Marketing, Asset Managment, Management, Marketing Strategy, Competitive Analysis, Sales, Finance, Data Analysis
Education
General Assembly 2015 — 2015
Data Analytics
Georgetown University - The McDonough School of Business 1999 — 2002
B.S. in Business Administration, Finance
James Zemaites James Zemaites's AllianceBernstein Experience 1993 - 1996
Job Information Systems Audit and Control Professional MBA, CISA, Certified EMT
Industry Financial Services
Experience
Valley of the Sun YMCA 2013 - 2014
AXA US 1997 - 2011
AllianceBernstein 1993 - 1996
Equitable Capital Management 1991 - 1993
Equitable Capital Management 1987 - 1991
Equitable Variable Life Insurance Company 1986 - 1986
Equitable Life Assurance Society of the U.S. 1980 - 1985
Equitable Life Assurance Society of the U.S. 1973 - 1980
Skills
Internal Audit, Sarbanes-Oxley Act, IT Audit, COSO, Enterprise Risk..., Internal Controls, Sarbanes-Oxley, GAAP, Business Process, Business Process..., CISA, Auditing, External Audit, Operational Risk..., Financial Risk, SAS70, Financial Reporting, Risk Assessment, COBIT, Governance, Risk Management, Information Security, Access Lists, Information Technology, Business Continuity, Analysis, Financial Services, Finance, IFRS, Fraud, SSAE 16, AML, Operational Risk, Corporate Finance, Insurance, Certified Fraud Examiner, Accounting, General Ledger, Corporate Governance, Financial Analysis, Quality Auditing, US GAAP, Due Diligence, PCI DSS, Information Security..., Budgets, Strategic Financial..., CPA, Financial Accounting, Managerial Finance
Education
Fordham Gabelli School of Business 1973 — 1975
MBA, Finance
Rutgers University-New Brunswick 1967 — 1971
BA, Business/Accounting
Valley of the Sun YMCA 2013 - 2014
AXA US 1997 - 2011
AllianceBernstein 1993 - 1996
Equitable Capital Management 1991 - 1993
Equitable Capital Management 1987 - 1991
Equitable Variable Life Insurance Company 1986 - 1986
Equitable Life Assurance Society of the U.S. 1980 - 1985
Equitable Life Assurance Society of the U.S. 1973 - 1980
Skills
Internal Audit, Sarbanes-Oxley Act, IT Audit, COSO, Enterprise Risk..., Internal Controls, Sarbanes-Oxley, GAAP, Business Process, Business Process..., CISA, Auditing, External Audit, Operational Risk..., Financial Risk, SAS70, Financial Reporting, Risk Assessment, COBIT, Governance, Risk Management, Information Security, Access Lists, Information Technology, Business Continuity, Analysis, Financial Services, Finance, IFRS, Fraud, SSAE 16, AML, Operational Risk, Corporate Finance, Insurance, Certified Fraud Examiner, Accounting, General Ledger, Corporate Governance, Financial Analysis, Quality Auditing, US GAAP, Due Diligence, PCI DSS, Information Security..., Budgets, Strategic Financial..., CPA, Financial Accounting, Managerial Finance
Education
Fordham Gabelli School of Business 1973 — 1975
MBA, Finance
Rutgers University-New Brunswick 1967 — 1971
BA, Business/Accounting
Michael Raso, CAIA Michael Raso, CAIA's AllianceBernstein Experience October 1990 - February 1995
Job Head of Investor Relations and Business Development at Credit Capital Investments, LLC
Industry Financial Services
Experience
Credit Capital Investments, LLC October 2013 - Present
Alternative Investing Solutions, Inc. August 2011 - September 2013
OppenheimerFunds November 2008 - April 2011
OppenheimerFunds April 1995 - March 2010
AllianceBernstein October 1990 - February 1995
Skills
Sales Process, Product Marketing, Distribution, Client Relationship..., Mutual Funds, Alternative Investments, Distribution Strategies, Management, Fixed Income, CRM, Investment Strategies, Capital Markets, Wealth Management..., Hedge Funds, Investments, Asset Management, Financial Services, Asset Allocation, Finance, Fixed Annuities, ETFs, Relationship Management, Business Development, Strategy, Bonds, Portfolio Management, Investment Advisory, Sales, Wealth Management, 401k, Financial Markets, Series 63, Equities, Strategic Financial..., Marketing, Executive Management, IRAs, Product Development, Series 65, Securities, Financial Advisory, Series 6, Retirement Planning, Variable Annuities, Fund Of Funds, Retirement, Budgets, Investment Management, Product Management, Separately Managed...
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, International Finance and Public Relations
University of Scranton 1986 — 1990
BS, Economics/Finance
Credit Capital Investments, LLC October 2013 - Present
Alternative Investing Solutions, Inc. August 2011 - September 2013
OppenheimerFunds November 2008 - April 2011
OppenheimerFunds April 1995 - March 2010
AllianceBernstein October 1990 - February 1995
Skills
Sales Process, Product Marketing, Distribution, Client Relationship..., Mutual Funds, Alternative Investments, Distribution Strategies, Management, Fixed Income, CRM, Investment Strategies, Capital Markets, Wealth Management..., Hedge Funds, Investments, Asset Management, Financial Services, Asset Allocation, Finance, Fixed Annuities, ETFs, Relationship Management, Business Development, Strategy, Bonds, Portfolio Management, Investment Advisory, Sales, Wealth Management, 401k, Financial Markets, Series 63, Equities, Strategic Financial..., Marketing, Executive Management, IRAs, Product Development, Series 65, Securities, Financial Advisory, Series 6, Retirement Planning, Variable Annuities, Fund Of Funds, Retirement, Budgets, Investment Management, Product Management, Separately Managed...
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, International Finance and Public Relations
University of Scranton 1986 — 1990
BS, Economics/Finance
Gayle Hameister Baldwin's AllianceBernstein Experience July 2011 - Present
Job Research Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein July 2011 - Present
Education
Harvard Business School 2009 — 2011
M.B.A.
University of Pennsylvania 2002 — 2006
BS, BA, Finance, Accounting, German
AllianceBernstein July 2011 - Present
Education
Harvard Business School 2009 — 2011
M.B.A.
University of Pennsylvania 2002 — 2006
BS, BA, Finance, Accounting, German
Charlie Poe, CFA, MBA Charlie Poe, CFA, MBA's AllianceBernstein Experience 2001 - 2001
Job Chief Investment Officer at Grand Central Investment Group, LLC
Industry Entertainment
Experience
Grand Central Investment Group, LLC December 2014 - Present
Poe Wealth Management December 2013 - November 2014
Merrill Lynch December 2011 - May 2013
Liberty Road Entertainment December 2007 - December 2011
Poe Family Investment Co. June 1997 - December 2011
Poe & Associates, Inc. 2006 - 2007
Poe Financial Group 2002 - 2006
AllianceBernstein 2001 - 2001
Poe Financial Group 1997 - 2000
Skills
Investments, Asset Managment, Valuation, Private Equity, Financial Modeling, Asset Management, Alternative Investments, Asset Allocation, Equities, Strategic Financial..., Portfolio Management, Financial Analysis, Investment Strategies, Hedge Funds, Finance, Wealth Management, Venture Capital
Education
IESE Business School - University of Navarra 2000 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1996
BS in Business Administration, Finance and Insurance
Furman University 1992 — 1993
HB Plant
Grand Central Investment Group, LLC December 2014 - Present
Poe Wealth Management December 2013 - November 2014
Merrill Lynch December 2011 - May 2013
Liberty Road Entertainment December 2007 - December 2011
Poe Family Investment Co. June 1997 - December 2011
Poe & Associates, Inc. 2006 - 2007
Poe Financial Group 2002 - 2006
AllianceBernstein 2001 - 2001
Poe Financial Group 1997 - 2000
Skills
Investments, Asset Managment, Valuation, Private Equity, Financial Modeling, Asset Management, Alternative Investments, Asset Allocation, Equities, Strategic Financial..., Portfolio Management, Financial Analysis, Investment Strategies, Hedge Funds, Finance, Wealth Management, Venture Capital
Education
IESE Business School - University of Navarra 2000 — 2002
MBA
University of Florida - Warrington College of Business Administration 1994 — 1996
BS in Business Administration, Finance and Insurance
Furman University 1992 — 1993
HB Plant
Brittany Ciulla's AllianceBernstein Experience December 2010 - April 2011
Job Marketing and Events Professional
Industry Biotechnology
Experience
Livingston International September 2014 - March 2015
National Funding September 2013 - June 2014
Lifebooker LLC April 2011 - May 2013
AllianceBernstein December 2010 - April 2011
Rafanelli Events July 2009 - November 2010
Ernst & Young July 2008 - December 2008
Pioneer Investments July 2007 - December 2007
Skills
B2B, Marketing, Account Management, Customer Service, Management, Salesforce.com, Social Media, Social Media Marketing, Event Planning, Market Research, Microsoft Office, Public Relations, Email Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Project Management
Education
Northeastern University 2006 — 2010
a Bachelor of Science Degree
Studio Art Centers International 2009 — 2009
Fordham University 2005 — 2006
Livingston International September 2014 - March 2015
National Funding September 2013 - June 2014
Lifebooker LLC April 2011 - May 2013
AllianceBernstein December 2010 - April 2011
Rafanelli Events July 2009 - November 2010
Ernst & Young July 2008 - December 2008
Pioneer Investments July 2007 - December 2007
Skills
B2B, Marketing, Account Management, Customer Service, Management, Salesforce.com, Social Media, Social Media Marketing, Event Planning, Market Research, Microsoft Office, Public Relations, Email Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Project Management
Education
Northeastern University 2006 — 2010
a Bachelor of Science Degree
Studio Art Centers International 2009 — 2009
Fordham University 2005 — 2006
Michael Butler's AllianceBernstein Experience October 1995 - November 1997
Job Senior Director at Broadridge Financial Solutions,Inc.
Industry Financial Services
Experience
Broadridge Financial Solutions January 2013 - Present
Q7 Pro Tax Solutions November 2012 - Present
JP Morgan March 2008 - November 2012
Bear Stearns May 2006 - March 2008
J&W Seligman October 2002 - November 2005
Paine Webber June 2000 - October 2002
Merrill Lynch November 1997 - June 2000
AllianceBernstein October 1995 - November 1997
Skills
Hedge Funds, Building Relationships, Mutual Funds, Entrepreneurship, Sales, Marketing, Public Speaking, Real Estate Investor, Creative Solutions, Contract Negotiation, New Business Development, Relationship Management, Salesforce.com, Prime Brokerage, Derivatives, Territory..., Consultative Sales..., Asset Allocation, Series 7, Series 63, Alternative Investments, Equity Derivatives, Scalable Process..., Banking, Fixed Income, Financial Services, Equities, Securities, Capital Markets, Financial Risk, Investment Banking, Portfolio Management, Investment Strategies, Trading Systems, Credit Derivatives, Structured Products, Finance, Trading, Swaps, Venture Capital
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
Fordham University 1990 — 1994
Bachelor of Science (B.S.), Marketing
Nutley High School 1986 — 1990
Broadridge Financial Solutions January 2013 - Present
Q7 Pro Tax Solutions November 2012 - Present
JP Morgan March 2008 - November 2012
Bear Stearns May 2006 - March 2008
J&W Seligman October 2002 - November 2005
Paine Webber June 2000 - October 2002
Merrill Lynch November 1997 - June 2000
AllianceBernstein October 1995 - November 1997
Skills
Hedge Funds, Building Relationships, Mutual Funds, Entrepreneurship, Sales, Marketing, Public Speaking, Real Estate Investor, Creative Solutions, Contract Negotiation, New Business Development, Relationship Management, Salesforce.com, Prime Brokerage, Derivatives, Territory..., Consultative Sales..., Asset Allocation, Series 7, Series 63, Alternative Investments, Equity Derivatives, Scalable Process..., Banking, Fixed Income, Financial Services, Equities, Securities, Capital Markets, Financial Risk, Investment Banking, Portfolio Management, Investment Strategies, Trading Systems, Credit Derivatives, Structured Products, Finance, Trading, Swaps, Venture Capital
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
Fordham University 1990 — 1994
Bachelor of Science (B.S.), Marketing
Nutley High School 1986 — 1990
Jennifer Ziehe, CFA, CAIA's AllianceBernstein Experience April 2005 - April 2006
Job Global Alternative Investment & Derivatives Sales; Business Development & Strategy Global Hedge Funds & Asset Managers
Industry Financial Services
Experience
CME Group August 2011 - Present
Triliad Securities July 2010 - August 2011
Merrill Lynch July 2006 - January 2009
AllianceBernstein April 2005 - April 2006
Dreman Value Management 2004 - 2005
Merrill Lynch 2001 - 2004
Salomon Smith Barney September 2000 - May 2001
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Investments, Series 7, Bloomberg, Derivatives, Trading, Portfolio Management, Asset Management, Asset Allocation, Securities, Investment Banking, Finance
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance & Int'l Business
The Chinese University of Hong Kong 1999 — 2000
International Asian Studies Programme, Chinese Studies & Mandarin Chinese
CME Group August 2011 - Present
Triliad Securities July 2010 - August 2011
Merrill Lynch July 2006 - January 2009
AllianceBernstein April 2005 - April 2006
Dreman Value Management 2004 - 2005
Merrill Lynch 2001 - 2004
Salomon Smith Barney September 2000 - May 2001
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Investments, Series 7, Bloomberg, Derivatives, Trading, Portfolio Management, Asset Management, Asset Allocation, Securities, Investment Banking, Finance
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance & Int'l Business
The Chinese University of Hong Kong 1999 — 2000
International Asian Studies Programme, Chinese Studies & Mandarin Chinese
Danielle Pagano Danielle Pagano's AllianceBernstein Experience March 1998 - February 2008
Job Senior Vice President, Global Business Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2011 - Present
The Cardinal Partners March 2008 - August 2011
AllianceBernstein March 1998 - February 2008
AllianceBernstein March 1996 - March 1998
AllianceBernstein March 1993 - March 1996
Skills
Strategic Planning, Sales Management, Talent Management, Management, Performance Management, Employee Training, Mutual Funds, Asset Managment, Investments, Series 7, Equities, Portfolio Management, Asset Management, Business Development, CRM, Marketing, Project Management, Strategy, Executive Management, Leadership, Business Strategy
Education
New York University 1994 — 1996
M.A., Educational Leadership and Administration
Gettysburg College 1988 — 1992
B.A., Business Management
Nuveen Investments September 2011 - Present
The Cardinal Partners March 2008 - August 2011
AllianceBernstein March 1998 - February 2008
AllianceBernstein March 1996 - March 1998
AllianceBernstein March 1993 - March 1996
Skills
Strategic Planning, Sales Management, Talent Management, Management, Performance Management, Employee Training, Mutual Funds, Asset Managment, Investments, Series 7, Equities, Portfolio Management, Asset Management, Business Development, CRM, Marketing, Project Management, Strategy, Executive Management, Leadership, Business Strategy
Education
New York University 1994 — 1996
M.A., Educational Leadership and Administration
Gettysburg College 1988 — 1992
B.A., Business Management
Mark Wormuth Mark Wormuth's AllianceBernstein Experience December 2013 - Present
Job Regional Consultant at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein December 2013 - Present
Race-West Company June 2013 - December 2013
Race-West Company April 2012 - May 2013
The Greater Scranton Chamber of Commerce January 2012 - April 2012
Prudential Financial May 2011 - August 2011
Skills
Microsoft Excel, Sales, Leadership, Series 7, Series 66, Client Relations Skills, New Business Development, Client Development, Business Communications, Finance, Excel models, Report Writing, Market Research, Microsoft Office, Data Entry, Project Planning, Sustainability
Education
Kania School of Management 2011 — 2013
MBA, Finance and International Business, 3.58
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Business Administration; concentration in Finance; specialization in Business Communications
AllianceBernstein December 2013 - Present
Race-West Company June 2013 - December 2013
Race-West Company April 2012 - May 2013
The Greater Scranton Chamber of Commerce January 2012 - April 2012
Prudential Financial May 2011 - August 2011
Skills
Microsoft Excel, Sales, Leadership, Series 7, Series 66, Client Relations Skills, New Business Development, Client Development, Business Communications, Finance, Excel models, Report Writing, Market Research, Microsoft Office, Data Entry, Project Planning, Sustainability
Education
Kania School of Management 2011 — 2013
MBA, Finance and International Business, 3.58
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Business Administration; concentration in Finance; specialization in Business Communications
Akriti Kumar Akriti Kumar's AllianceBernstein Experience June 2014 - Present
Job Institutional Equity Sales at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2014 - Present
International Relations Club September 2010 - Present
BNY Mellon 2013 - August 2013
Georgetown University June 2012 - August 2012
McDonough School of Business June 2012 - August 2012
Skills
Research, Data Analysis, Financial Analysis, Leadership, Finance, Brand Management, Product Marketing, Client Relations
Education
Georgetown University 2010 — 2014
Bachelor's of Science in Business Administration, International Business and Finance
Universitat Pompeu Fabra
Eastern Regional High School- Voorhees, NJ 2006 — 2010
AllianceBernstein June 2014 - Present
International Relations Club September 2010 - Present
BNY Mellon 2013 - August 2013
Georgetown University June 2012 - August 2012
McDonough School of Business June 2012 - August 2012
Skills
Research, Data Analysis, Financial Analysis, Leadership, Finance, Brand Management, Product Marketing, Client Relations
Education
Georgetown University 2010 — 2014
Bachelor's of Science in Business Administration, International Business and Finance
Universitat Pompeu Fabra
Eastern Regional High School- Voorhees, NJ 2006 — 2010
Jonathan Kalikow Jonathan Kalikow's AllianceBernstein Experience September 2010 - November 2010
Job President of Gamma Real Estate & Triton Real Estate Investments
Industry Real Estate
Experience
Triton Real Estate Investments December 2012 - Present
Emrys Partners September 2011 - December 2012
Rocwood Capital Mgmt January 2011 - June 2011
AllianceBernstein September 2010 - November 2010
Solus, LP November 2004 - January 2010
Plexus Partners LLC February 2003 - November 2004
Morgan Stanley 1995 - 1997
Skills
Portfolio Management, Trading, Hedge Funds, Investments, Asset Management, Derivatives, Credit, Equity Derivatives, Capital Markets, Equities, Valuation
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Fordham University School of Law 1993 — 1996
JD
Triton Real Estate Investments December 2012 - Present
Emrys Partners September 2011 - December 2012
Rocwood Capital Mgmt January 2011 - June 2011
AllianceBernstein September 2010 - November 2010
Solus, LP November 2004 - January 2010
Plexus Partners LLC February 2003 - November 2004
Morgan Stanley 1995 - 1997
Skills
Portfolio Management, Trading, Hedge Funds, Investments, Asset Management, Derivatives, Credit, Equity Derivatives, Capital Markets, Equities, Valuation
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Fordham University School of Law 1993 — 1996
JD
Gavin Dunaway Gavin Dunaway's AllianceBernstein Experience July 2008 - November 2008
Job Senior Editor, US at AdMonsters
Industry Online Media
Experience
AdMonsters 2011 - Present
Libel November 2008 - Present
ADOTAS October 2009 - November 2011
TheStreet.com November 2008 - September 2009
AllianceBernstein July 2008 - November 2008
Worldwide ERC(R)--Mobility March 2006 - June 2008
Tax Analysts March 2004 - March 2006
Skills
writing, reporting, editing, QuarkXPress, HTML, Adobe Creative Suite, Microsoft Office, Magazines, Editing, Writing, Digital Media, Social Media, Proofreading, Feature Articles, New Media, Digital Marketing, Copy Editing, Online Publishing, Web Content, Online Marketing, Online Advertising, Digital Strategy, Publishing, Social Media Marketing, Web Analytics, Publications, Advertising, Indie Rock, Musicians
Education
George Mason University 1999 — 2003
Bachelor of Arts, English
Mary Washington College 1998 — 2000
AdMonsters 2011 - Present
Libel November 2008 - Present
ADOTAS October 2009 - November 2011
TheStreet.com November 2008 - September 2009
AllianceBernstein July 2008 - November 2008
Worldwide ERC(R)--Mobility March 2006 - June 2008
Tax Analysts March 2004 - March 2006
Skills
writing, reporting, editing, QuarkXPress, HTML, Adobe Creative Suite, Microsoft Office, Magazines, Editing, Writing, Digital Media, Social Media, Proofreading, Feature Articles, New Media, Digital Marketing, Copy Editing, Online Publishing, Web Content, Online Marketing, Online Advertising, Digital Strategy, Publishing, Social Media Marketing, Web Analytics, Publications, Advertising, Indie Rock, Musicians
Education
George Mason University 1999 — 2003
Bachelor of Arts, English
Mary Washington College 1998 — 2000
Ilana Mayid, CAIA's AllianceBernstein Experience May 2012 - Present
Job Senior Associate Portfolio Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2012 - Present
Education
Fordham University 2006 — 2010
Bachelor’s Degree
AllianceBernstein May 2012 - Present
Education
Fordham University 2006 — 2010
Bachelor’s Degree
Thomas Bianco Thomas Bianco's AllianceBernstein Experience June 1993 - June 1994
Job Chief Operating Officer at Wavelength Asset Management
Industry Investment Management
Experience
Wavelength Asset Management, LLC September 2013 - Present
Operative January 2012 - March 2013
Bank of America Merrill Lynch February 2006 - December 2011
Bear Stearns (currently JP Morgan Chase) January 1999 - February 2006
BCM, LLC January 1997 - December 1998
PaineWebber (currently UBS) July 1994 - September 1996
AllianceBernstein June 1993 - June 1994
Lehman Brothers July 1990 - March 1993
CS First Boston Corporation (currently Credit Suisse) July 1983 - June 1990
PaineWebber (currently UBS) July 1981 - June 1983
Skills
Growth Strategy..., Business Transformation, Buy and Sell Side..., Market and Client..., Client Segmentation, Sales Management, Expense Control, Recruiting and Mentoring, Team Building, Investment Strategies, Risk Management, Revenue Growth..., Management, Strategy, Expense Management, Leadership, Mergers & Acquisitions, Investments, Hedge Funds, Equities
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Georgetown University 1973 — 1977
BSBA, Economics/Government
Bergen Catholic, HS
Wavelength Asset Management, LLC September 2013 - Present
Operative January 2012 - March 2013
Bank of America Merrill Lynch February 2006 - December 2011
Bear Stearns (currently JP Morgan Chase) January 1999 - February 2006
BCM, LLC January 1997 - December 1998
PaineWebber (currently UBS) July 1994 - September 1996
AllianceBernstein June 1993 - June 1994
Lehman Brothers July 1990 - March 1993
CS First Boston Corporation (currently Credit Suisse) July 1983 - June 1990
PaineWebber (currently UBS) July 1981 - June 1983
Skills
Growth Strategy..., Business Transformation, Buy and Sell Side..., Market and Client..., Client Segmentation, Sales Management, Expense Control, Recruiting and Mentoring, Team Building, Investment Strategies, Risk Management, Revenue Growth..., Management, Strategy, Expense Management, Leadership, Mergers & Acquisitions, Investments, Hedge Funds, Equities
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Georgetown University 1973 — 1977
BSBA, Economics/Government
Bergen Catholic, HS
Abdul Moore's AllianceBernstein Experience August 2000 - December 2002
Job Digital Services Manager
Industry Marketing and Advertising
Experience
CPA.com February 2008 - Present
Lord Abbett December 2002 - February 2008
AllianceBernstein August 2000 - December 2002
MBNA June 1995 - December 1999
Skills
Email Marketing, Advertising, Online Advertising, Social Media Marketing, Direct Marketing, Marketing Communications, Web Analytics, Marketing Strategy, Online Marketing, Marketing, Digital Marketing, SEO, Social Media, Financial Services, Digital Strategy, CRM, Google Analytics, SEM, Integrated Marketing, Google Adwords, Analytics, E-commerce, Product Management, Content Management, Lead Generation, Salesforce.com, Mobile Marketing, Management, Strategic Partnerships, PPC, Strategy, B2B Marketing, Web Project Management, Start-ups, Product Marketing, Content Development, Marketing Management, Brand Management, Marketing Automation, Website Development, Copywriting, Web Content Management, Content Marketing, Entrepreneurship, User Experience, CMS, WordPress, Information Architecture, Blogging, Content Strategy
Education
Georgetown University 1996 — 2000
BA, English, Economics
Saint Benedict's Preparatory School 1991 — 1996
CPA.com February 2008 - Present
Lord Abbett December 2002 - February 2008
AllianceBernstein August 2000 - December 2002
MBNA June 1995 - December 1999
Skills
Email Marketing, Advertising, Online Advertising, Social Media Marketing, Direct Marketing, Marketing Communications, Web Analytics, Marketing Strategy, Online Marketing, Marketing, Digital Marketing, SEO, Social Media, Financial Services, Digital Strategy, CRM, Google Analytics, SEM, Integrated Marketing, Google Adwords, Analytics, E-commerce, Product Management, Content Management, Lead Generation, Salesforce.com, Mobile Marketing, Management, Strategic Partnerships, PPC, Strategy, B2B Marketing, Web Project Management, Start-ups, Product Marketing, Content Development, Marketing Management, Brand Management, Marketing Automation, Website Development, Copywriting, Web Content Management, Content Marketing, Entrepreneurship, User Experience, CMS, WordPress, Information Architecture, Blogging, Content Strategy
Education
Georgetown University 1996 — 2000
BA, English, Economics
Saint Benedict's Preparatory School 1991 — 1996
Chen Liang's AllianceBernstein Experience 2014 - Present
Job Fixed Income Associate at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein 2014 - Present
AllianceBernstein May 2013 - August 2013
Bloomingdale's 2012 - 2013
US Securities and Exchange Commission September 2012 - December 2012
Investment Company Institute August 2012 - December 2012
City of New York CCRB May 2012 - August 2012
TIAA-CREF June 2011 - August 2011
Skills
Problem Solving, Research, Writing, Databases, Project Management, Client Relations Skills, Administrative Support, Organizational..., Bloomberg Terminal, Economics, Community Outreach, PowerPoint, Microsoft Excel, Recruiting
Education
Grinnell College 2010 — 2013
B.A., Economics
Washington University in St. Louis 2012 — 2012
Off-Campus Study Program in Washington D.C.
CFA Institute
AllianceBernstein 2014 - Present
AllianceBernstein May 2013 - August 2013
Bloomingdale's 2012 - 2013
US Securities and Exchange Commission September 2012 - December 2012
Investment Company Institute August 2012 - December 2012
City of New York CCRB May 2012 - August 2012
TIAA-CREF June 2011 - August 2011
Skills
Problem Solving, Research, Writing, Databases, Project Management, Client Relations Skills, Administrative Support, Organizational..., Bloomberg Terminal, Economics, Community Outreach, PowerPoint, Microsoft Excel, Recruiting
Education
Grinnell College 2010 — 2013
B.A., Economics
Washington University in St. Louis 2012 — 2012
Off-Campus Study Program in Washington D.C.
CFA Institute
Victoria Donnelly's AllianceBernstein Experience 2013 - August 2015
Job Web Developer
Industry Internet
Experience
AllianceBernstein 2013 - August 2015
Sanford C. Bernstein 2013 - March 2014
Wellesley College August 2010 - May 2013
AllianceBernstein 2013 - 2013
The Wall Street Journal June 2012 - August 2012
American Museum of Natural History 2010 - 2010
Skills
JavaScript, Web Development, jQuery, HTML, CSS, Ruby, Github, Research, Editing, Public Speaking, Microsoft Office, Microsoft Excel, Spanish, Data Analysis, PowerPoint, OS X, Event Planning, Community Outreach, Facebook, Social Media, Higher Education, Microsoft Word, Fundraising, Qualitative Research
Education
Wellesley College 2009 — 2013
Bachelor of Arts (B.A.), Peace and Justice Studies
General Assembly 2015 — 2015
Web Development Immersive
Boston University
International Conflict Resolution
AllianceBernstein 2013 - August 2015
Sanford C. Bernstein 2013 - March 2014
Wellesley College August 2010 - May 2013
AllianceBernstein 2013 - 2013
The Wall Street Journal June 2012 - August 2012
American Museum of Natural History 2010 - 2010
Skills
JavaScript, Web Development, jQuery, HTML, CSS, Ruby, Github, Research, Editing, Public Speaking, Microsoft Office, Microsoft Excel, Spanish, Data Analysis, PowerPoint, OS X, Event Planning, Community Outreach, Facebook, Social Media, Higher Education, Microsoft Word, Fundraising, Qualitative Research
Education
Wellesley College 2009 — 2013
Bachelor of Arts (B.A.), Peace and Justice Studies
General Assembly 2015 — 2015
Web Development Immersive
Boston University
International Conflict Resolution
Leah Wiener's AllianceBernstein Experience August 2004 - September 2006
Job Senior Client Executive at MetLife
Industry Insurance
Experience
MetLife April 2007 - Present
AllianceBernstein August 2004 - September 2006
Prudential Financial May 1999 - August 2004
Skills
Insurance, 401k, Retirement Planning, Investments, Mutual Funds, Fixed Annuities, Employee Benefits, Retirement
Education
Green Mountain College 1993 — 1997
Bachelors of Science
MetLife April 2007 - Present
AllianceBernstein August 2004 - September 2006
Prudential Financial May 1999 - August 2004
Skills
Insurance, 401k, Retirement Planning, Investments, Mutual Funds, Fixed Annuities, Employee Benefits, Retirement
Education
Green Mountain College 1993 — 1997
Bachelors of Science
Sara Dyatlovitsky's AllianceBernstein Experience November 2010 - Present
Job Vice President RFP Manager Fixed Income Product Management AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein November 2010 - Present
AllianceBernstein September 2008 - March 2011
AllianceBernstein August 2006 - September 2008
Skills
Fixed Income
Education
Gettysburg College
AllianceBernstein November 2010 - Present
AllianceBernstein September 2008 - March 2011
AllianceBernstein August 2006 - September 2008
Skills
Fixed Income
Education
Gettysburg College
Anthony Catalano's AllianceBernstein Experience September 2014 - Present
Job AO, Financial Reporting Supervisor at AllianceBernstein
Industry Accounting
Experience
AllianceBernstein September 2014 - Present
The SDDCO Group October 2011 - August 2014
CVS Caremark Corporation December 2006 - August 2012
Jewish Board of Family and Children's Services September 2011 - October 2011
Fordham University September 2007 - May 2011
Sports Authority 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, QuickBooks, Client Representation, Social Media, Accounting, PowerPoint, Sports, Sports History, Microsoft Word, Access, Finance
Education
Fordham University 2007 — 2011
Bachelors of Science, Public Accounting
Fordham Prep 2003 — 2007
Sports Management Worldwide
AllianceBernstein September 2014 - Present
The SDDCO Group October 2011 - August 2014
CVS Caremark Corporation December 2006 - August 2012
Jewish Board of Family and Children's Services September 2011 - October 2011
Fordham University September 2007 - May 2011
Sports Authority 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, QuickBooks, Client Representation, Social Media, Accounting, PowerPoint, Sports, Sports History, Microsoft Word, Access, Finance
Education
Fordham University 2007 — 2011
Bachelors of Science, Public Accounting
Fordham Prep 2003 — 2007
Sports Management Worldwide
John McLaughlin, CFA John McLaughlin, CFA's AllianceBernstein Experience January 2010 - Present
Job VP, Research Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2010 - Present
AllianceBernstein April 2008 - January 2010
AllianceBernstein November 2005 - April 2008
Skills
Financial Modeling, Investment Strategies, Asset Allocation, Investments, Investment Management, Research, Risk Management, Financial Advisory, Wealth Management, Hedge Funds
Education
Georgetown University 2001 — 2005
BS, Finance, Mathematics
AllianceBernstein January 2010 - Present
AllianceBernstein April 2008 - January 2010
AllianceBernstein November 2005 - April 2008
Skills
Financial Modeling, Investment Strategies, Asset Allocation, Investments, Investment Management, Research, Risk Management, Financial Advisory, Wealth Management, Hedge Funds
Education
Georgetown University 2001 — 2005
BS, Finance, Mathematics
Jim Lonergan Jim Lonergan's AllianceBernstein Experience 1985 - 1987
Job CEO | COO | Chairman | Shareholder Value Driver | Private Equity | Linking Strategic Vision with Executional strength
Industry Executive Office
Experience
Advantage Business Media August 2014 - Present
The Alternative Press January 2013 - Present
Synaptic Digital March 2009 - October 2012
The Connors Group, Inc. September 2011 - June 2012
Sports Information Group July 2008 - October 2011
TheStreet.com 2001 - 2007
WorldlyInvestor.com 2000 - 2001
Thomson Reuters 1990 - 2000
AllianceBernstein 1985 - 1987
Skills
Strategy, Digital Media, Strategic Partnerships, Mergers & Acquisitions, Business Development, New Business Development, Business Strategy, Management, Leadership, SaaS, Marketing Strategy, Strategic Planning, Marketing, Investments, Digital Marketing, Social Media, Entrepreneurship, Executive Management, E-commerce, P&L Management, Product Development, Sales, Financial Services, Online Advertising, Lead Generation, Email Marketing, Public Relations, B2B, Competitive Analysis, Online Marketing, Advertising, Content Management, Analytics, Private Equity, Product Management, Integrated Marketing, Digital Strategy, Social Media Marketing, Marketing Communications, CRM, Mobile Marketing, SEO, Mobile Devices, Mergers, Finance, Product Marketing, Direct Marketing, Salesforce.com, New Media
Education
University of Chicago - Strategy 1999 — 1999
Strategy
University of Virginia-Darden School of Business 1998 — 1998
Mergers & Acquisition
Fordham University 1989 — 1991
MBA, Marketing
Villanova University 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Advantage Business Media August 2014 - Present
The Alternative Press January 2013 - Present
Synaptic Digital March 2009 - October 2012
The Connors Group, Inc. September 2011 - June 2012
Sports Information Group July 2008 - October 2011
TheStreet.com 2001 - 2007
WorldlyInvestor.com 2000 - 2001
Thomson Reuters 1990 - 2000
AllianceBernstein 1985 - 1987
Skills
Strategy, Digital Media, Strategic Partnerships, Mergers & Acquisitions, Business Development, New Business Development, Business Strategy, Management, Leadership, SaaS, Marketing Strategy, Strategic Planning, Marketing, Investments, Digital Marketing, Social Media, Entrepreneurship, Executive Management, E-commerce, P&L Management, Product Development, Sales, Financial Services, Online Advertising, Lead Generation, Email Marketing, Public Relations, B2B, Competitive Analysis, Online Marketing, Advertising, Content Management, Analytics, Private Equity, Product Management, Integrated Marketing, Digital Strategy, Social Media Marketing, Marketing Communications, CRM, Mobile Marketing, SEO, Mobile Devices, Mergers, Finance, Product Marketing, Direct Marketing, Salesforce.com, New Media
Education
University of Chicago - Strategy 1999 — 1999
Strategy
University of Virginia-Darden School of Business 1998 — 1998
Mergers & Acquisition
Fordham University 1989 — 1991
MBA, Marketing
Villanova University 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
John Smalley John Smalley's AllianceBernstein Experience April 1994 - February 2012
Job Retired
Industry Investment Management
Experience
Stax Inc. September 2012 - February 2014
AllianceBernstein April 1994 - February 2012
Coopers & Lybrand November 1985 - April 1994
Peat Marwick January 1982 - November 1985
Skills
Investments, Marketing Communications, Marketing, Thought Leadership, Mutual Funds, Equities, Management, Confidentiality, Mentoring Of Staff, Writing, Online Communications, Publication Development, Editing, Newsletters, Blogging, Editorial, Marketing Strategy, Internal Communications, Corporate Communications, Digital Marketing, Strategic Communications, Fixed Income, New Business Development, Asset Management, Strategy, Budgets, Investor Relations, Leadership
Education
Fordham University
BA, Writing/Journalism and Music, 3.8
Stax Inc. September 2012 - February 2014
AllianceBernstein April 1994 - February 2012
Coopers & Lybrand November 1985 - April 1994
Peat Marwick January 1982 - November 1985
Skills
Investments, Marketing Communications, Marketing, Thought Leadership, Mutual Funds, Equities, Management, Confidentiality, Mentoring Of Staff, Writing, Online Communications, Publication Development, Editing, Newsletters, Blogging, Editorial, Marketing Strategy, Internal Communications, Corporate Communications, Digital Marketing, Strategic Communications, Fixed Income, New Business Development, Asset Management, Strategy, Budgets, Investor Relations, Leadership
Education
Fordham University
BA, Writing/Journalism and Music, 3.8
Breno Neri Breno Neri's AllianceBernstein Experience May 2009 - September 2009
Job Economics Consultant at Analysis Group
Industry Financial Services
Experience
Analysis Group July 2012 - Present
Credit Suisse February 2010 - August 2012
AllianceBernstein May 2009 - September 2009
FGV January 2005 - May 2006
Econnnect 1998 - 2002
Skills
SQL, C++, Linux, Java, CAPM, HTML, ACD, DCC, APT, Grid Computing, Trading Systems, Quantitative Finance, Statistical Arbitrage, Derivatives, Trading Strategies, SAS, R, Matlab, GARCH, Econometrics, Economics, Risk Management, Monte Carlo Simulation, Statistics, KDB
Education
New York University 2006 — 2010
PhD, Financial Econometrics
Fundação Getulio Vargas 2004 — 2006
M.Sc., Economics
Universidade Federal de Pernambuco 1994 — 1997
B.Sc., Physics
Analysis Group July 2012 - Present
Credit Suisse February 2010 - August 2012
AllianceBernstein May 2009 - September 2009
FGV January 2005 - May 2006
Econnnect 1998 - 2002
Skills
SQL, C++, Linux, Java, CAPM, HTML, ACD, DCC, APT, Grid Computing, Trading Systems, Quantitative Finance, Statistical Arbitrage, Derivatives, Trading Strategies, SAS, R, Matlab, GARCH, Econometrics, Economics, Risk Management, Monte Carlo Simulation, Statistics, KDB
Education
New York University 2006 — 2010
PhD, Financial Econometrics
Fundação Getulio Vargas 2004 — 2006
M.Sc., Economics
Universidade Federal de Pernambuco 1994 — 1997
B.Sc., Physics
Matthew Stebner Matthew Stebner's AllianceBernstein Experience June 2005 - May 2011
Job Client Relations Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2015 - Present
BlackRock April 2014 - March 2015
BlackRock July 2013 - January 2015
BlackRock June 2011 - June 2013
AllianceBernstein June 2005 - May 2011
MetLife Financial Services August 2001 - January 2004
Reliastar 1996 - 2001
Williams Thatcher & Rand 1995 - 1996
Merrill Lynch 1992 - 1994
Skills
401k, Series 63, Retirement Planning, Defined Contribution, CRM, Management, Sales, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Investments, Asset Management, Wealth Management, Equities, Securities, Fixed Income, Financial Services, Retirement, Investment Advisory, Strategic Financial...
Education
Hartwick College 1987 — 1991
B.A., English
Chatham Township High School 1983 — 1987
Memphis University School 1981 — 1983
Voya Financial September 2015 - Present
BlackRock April 2014 - March 2015
BlackRock July 2013 - January 2015
BlackRock June 2011 - June 2013
AllianceBernstein June 2005 - May 2011
MetLife Financial Services August 2001 - January 2004
Reliastar 1996 - 2001
Williams Thatcher & Rand 1995 - 1996
Merrill Lynch 1992 - 1994
Skills
401k, Series 63, Retirement Planning, Defined Contribution, CRM, Management, Sales, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Investments, Asset Management, Wealth Management, Equities, Securities, Fixed Income, Financial Services, Retirement, Investment Advisory, Strategic Financial...
Education
Hartwick College 1987 — 1991
B.A., English
Chatham Township High School 1983 — 1987
Memphis University School 1981 — 1983
Maria C. Sazon Maria C. Sazon's AllianceBernstein Experience August 1997 - May 2010
Job Director at Assured Guaranty
Industry Financial Services
Experience
Assured Guaranty July 2013 - Present
SUNY Charter Schools Institute April 2012 - June 2013
National Alliance for Public Charter Schools May 2010 - March 2012
AllianceBernstein August 1997 - May 2010
Financial Guaranty Insurance Company 1994 - 1997
The Fuji Bank, Limited 1992 - 1994
Skills
Credit and risk analysis, Financial Modeling, Legal Documentation, Facilities Financing, Public Finance, Municipal Bonds, Finance, Portfolio Management, Bonds, Capital Markets, Banking, Credit, Fixed Income, Economics, Analysis, Loans, Budgets, Policy, Accounting, Management, Cash Management, Nonprofits, Investments
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Saint Peter's University fka Saint Peter's College
BS, Business Management, Summa Cum Laude
Assured Guaranty July 2013 - Present
SUNY Charter Schools Institute April 2012 - June 2013
National Alliance for Public Charter Schools May 2010 - March 2012
AllianceBernstein August 1997 - May 2010
Financial Guaranty Insurance Company 1994 - 1997
The Fuji Bank, Limited 1992 - 1994
Skills
Credit and risk analysis, Financial Modeling, Legal Documentation, Facilities Financing, Public Finance, Municipal Bonds, Finance, Portfolio Management, Bonds, Capital Markets, Banking, Credit, Fixed Income, Economics, Analysis, Loans, Budgets, Policy, Accounting, Management, Cash Management, Nonprofits, Investments
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
Saint Peter's University fka Saint Peter's College
BS, Business Management, Summa Cum Laude
Christina Carman Christina Carman's AllianceBernstein Experience June 2011 - Present
Job Senior Administrative Assistant at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2011 - Present
Caxton Associates November 2008 - June 2011
Caxton Associates April 2007 - November 2008
The Forum Group September 2006 - April 2007
Skills
Equities, Hedge Funds, Financial Modeling, Data Analysis, Fixed Income, Mutual Funds
Education
Fordham University 2004 — 2006
BA, Business
Bayshore Middle School 1996 — 1999
Middletown Highschool North
AllianceBernstein June 2011 - Present
Caxton Associates November 2008 - June 2011
Caxton Associates April 2007 - November 2008
The Forum Group September 2006 - April 2007
Skills
Equities, Hedge Funds, Financial Modeling, Data Analysis, Fixed Income, Mutual Funds
Education
Fordham University 2004 — 2006
BA, Business
Bayshore Middle School 1996 — 1999
Middletown Highschool North
Margaret Bagley (Cooney) Margaret Bagley (Cooney)'s AllianceBernstein Experience 2003 - 2007
Job Independent Marketing Communications Professional
Industry Financial Services
Experience
AllianceBernstein 2003 - 2007
Morgan Stanley 1999 - 2003
Credit Lyonnais Securities 1997 - 1999
Dean Witter Reynolds Inc. 1992 - 1997
Bull & Bear Group 1987 - 1992
Skills
Internal Communications, Marketing Communications, Integrated Marketing, Creative Direction, Marketing Strategy, Brand Management, Market Research, Financial Services, Corporate Communications
Education
Fordham University 1983 — 1987
Bachelor of Arts (B.A.), Economics, English Literature
AllianceBernstein 2003 - 2007
Morgan Stanley 1999 - 2003
Credit Lyonnais Securities 1997 - 1999
Dean Witter Reynolds Inc. 1992 - 1997
Bull & Bear Group 1987 - 1992
Skills
Internal Communications, Marketing Communications, Integrated Marketing, Creative Direction, Marketing Strategy, Brand Management, Market Research, Financial Services, Corporate Communications
Education
Fordham University 1983 — 1987
Bachelor of Arts (B.A.), Economics, English Literature
Catherine Johnston, CFA's AllianceBernstein Experience August 2010 - Present
Job Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2010 - Present
AllianceBernstein December 2008 - October 2010
AllianceBernstein June 2008 - December 2008
AllianceBernstein August 2006 - June 2008
Rampart Investment Management 2005 - 2006
Skills
Competitive Analysis, Portfolio Management, Fixed Income, Mutual Funds, Business Development, Asset Management, Corporate Finance, Product Management, Equities, Market Research, Investment Management, Capital Markets
Education
Hamilton College 2001 — 2005
BA, Mathematics, Psychology
AllianceBernstein August 2010 - Present
AllianceBernstein December 2008 - October 2010
AllianceBernstein June 2008 - December 2008
AllianceBernstein August 2006 - June 2008
Rampart Investment Management 2005 - 2006
Skills
Competitive Analysis, Portfolio Management, Fixed Income, Mutual Funds, Business Development, Asset Management, Corporate Finance, Product Management, Equities, Market Research, Investment Management, Capital Markets
Education
Hamilton College 2001 — 2005
BA, Mathematics, Psychology
Alexandra Maione's AllianceBernstein Experience June 2007 - January 2010
Job Senior Event Planner at Fête
Industry Events Services
Experience
Fête October 2012 - Present
Goldman Sachs Asset Management February 2010 - October 2012
AllianceBernstein June 2007 - January 2010
Skills
Equities, Bloomberg, Fixed Income, Hedge Funds, Mutual Funds, Asset Managment, Securities, Alternative Investments, Investments, FINRA, Portfolio Management, Microsoft Excel, PowerPoint, Private Equity, Financial Modeling, Microsoft Office, Investment Management, Financial Analysis, Event Planning
Education
Gettysburg College 2003 — 2007
BA, Business Management, Double Minor in English Literature and Writing
Advanced Studies In England - University College, Oxford Affiliate
Fête October 2012 - Present
Goldman Sachs Asset Management February 2010 - October 2012
AllianceBernstein June 2007 - January 2010
Skills
Equities, Bloomberg, Fixed Income, Hedge Funds, Mutual Funds, Asset Managment, Securities, Alternative Investments, Investments, FINRA, Portfolio Management, Microsoft Excel, PowerPoint, Private Equity, Financial Modeling, Microsoft Office, Investment Management, Financial Analysis, Event Planning
Education
Gettysburg College 2003 — 2007
BA, Business Management, Double Minor in English Literature and Writing
Advanced Studies In England - University College, Oxford Affiliate
Geoffrey Tomlinson, CFA's AllianceBernstein Experience June 2011 - Present
Job Portfolio Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2011 - Present
AllianceBernstein November 2007 - June 2011
AllianceBernstein November 2005 - November 2007
Boston Private Bank June 2004 - July 2005
Skills
Equities
Education
Hamilton College 2000 — 2004
Bachelor of Arts, Economics
AllianceBernstein June 2011 - Present
AllianceBernstein November 2007 - June 2011
AllianceBernstein November 2005 - November 2007
Boston Private Bank June 2004 - July 2005
Skills
Equities
Education
Hamilton College 2000 — 2004
Bachelor of Arts, Economics
Daniel Sack, CPA's AllianceBernstein Experience 2008 - 2011
Job Private Equity Portfolio Accounting at Starwood Energy Group
Industry Oil & Energy
Experience
Starwood Energy Group July 2015 - Present
First Reserve Corporation April 2013 - July 2015
PwC 2011 - April 2013
AllianceBernstein 2008 - 2011
Legg Mason January 2005 - January 2008
Hewitt Associates 2003 - 2005
GE Asset Management 2003 - 2004
Skills
Tax Accounting, Financial Accounting, Accounting, Tax, Auditing, Financial Analysis, Financial Reporting, Investments, Mutual Funds, Valuation, Fixed Income, Asset Management, Equities
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Accounting
Sacred Heart University 2000 — 2003
Starwood Energy Group July 2015 - Present
First Reserve Corporation April 2013 - July 2015
PwC 2011 - April 2013
AllianceBernstein 2008 - 2011
Legg Mason January 2005 - January 2008
Hewitt Associates 2003 - 2005
GE Asset Management 2003 - 2004
Skills
Tax Accounting, Financial Accounting, Accounting, Tax, Auditing, Financial Analysis, Financial Reporting, Investments, Mutual Funds, Valuation, Fixed Income, Asset Management, Equities
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Accounting
Sacred Heart University 2000 — 2003
Joann Careccia's AllianceBernstein Experience November 1999 - Present
Job Administrative Officer at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein November 1999 - Present
AllianceBernstein November 1999 - Present
Alliance Capital 1999 - Present
Graphnet 1998 - 1999
ITT 1982 - 1993
Skills
Telecommunications, Vendor Management, Team Leadership, Disaster Recovery, Microsoft Excel, Team Building, Business Analysis, Workshop Facilitation, Strategic Planning, Program Management, Process Improvement, SharePoint, Project Management, VoIP, SDLC, ITIL
Education
Fordham University 1978 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
AllianceBernstein November 1999 - Present
AllianceBernstein November 1999 - Present
Alliance Capital 1999 - Present
Graphnet 1998 - 1999
ITT 1982 - 1993
Skills
Telecommunications, Vendor Management, Team Leadership, Disaster Recovery, Microsoft Excel, Team Building, Business Analysis, Workshop Facilitation, Strategic Planning, Program Management, Process Improvement, SharePoint, Project Management, VoIP, SDLC, ITIL
Education
Fordham University 1978 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Randy McDonald's AllianceBernstein Experience May 2000 - July 2004
Job Law Clerk at D.C. Court of Appeals
Industry Law Practice
Experience
D.C. Court of Appeals August 2007 - August 2008
AllianceBernstein May 2000 - July 2004
Education
Howard University School of Law 2004 — 2007
Juris Doctor
Fordham University 2002 — 2004
Masters, Economics
Grand Valley State University 1995 — 2000
Bachelors, Economics
D.C. Court of Appeals August 2007 - August 2008
AllianceBernstein May 2000 - July 2004
Education
Howard University School of Law 2004 — 2007
Juris Doctor
Fordham University 2002 — 2004
Masters, Economics
Grand Valley State University 1995 — 2000
Bachelors, Economics
Jane Allison's AllianceBernstein Experience October 2010 - July 2011
Job Senior Manager, GMS Pricing at American Express
Industry Financial Services
Experience
American Express February 2015 - Present
American Express July 2013 - February 2015
American Express June 2012 - August 2012
AllianceBernstein October 2010 - July 2011
AllianceBernstein December 2007 - October 2010
RBS Greenwich Capital June 2006 - October 2007
Education
NYU Stern School of Business 2011 — 2013
MBA
Hamilton College 2002 — 2006
B.A., Economics, Government
Groton School 1997 — 2002
High School
American Express February 2015 - Present
American Express July 2013 - February 2015
American Express June 2012 - August 2012
AllianceBernstein October 2010 - July 2011
AllianceBernstein December 2007 - October 2010
RBS Greenwich Capital June 2006 - October 2007
Education
NYU Stern School of Business 2011 — 2013
MBA
Hamilton College 2002 — 2006
B.A., Economics, Government
Groton School 1997 — 2002
High School
Shavon Johnson's AllianceBernstein Experience June 2013 - June 2014
Job Regulatory Reform Consultant at Goldman Sachs (Placement via Axiom Legal & Custom Staffing)
Industry Law Practice
Experience
Axiom Legal June 2014 - Present
AllianceBernstein June 2013 - June 2014
JJA Services January 2013 - June 2013
The Honorable Judge Danny K. Chun, Supreme Court, Criminal Term, Kings County, New York February 2012 - May 2012
Supreme Court Civil Term, New York County January 2011 - April 2011
Gerstein & Yu June 2010 - August 2010
Ziff Davis Enterprise October 2005 - August 2009
Donna Karan New York September 2004 - December 2004
Skills
Legal Writing
Education
New York Law School 2009 — 2012
JD
Fordham University 2001 — 2005
BS, Marketing
High School
Axiom Legal June 2014 - Present
AllianceBernstein June 2013 - June 2014
JJA Services January 2013 - June 2013
The Honorable Judge Danny K. Chun, Supreme Court, Criminal Term, Kings County, New York February 2012 - May 2012
Supreme Court Civil Term, New York County January 2011 - April 2011
Gerstein & Yu June 2010 - August 2010
Ziff Davis Enterprise October 2005 - August 2009
Donna Karan New York September 2004 - December 2004
Skills
Legal Writing
Education
New York Law School 2009 — 2012
JD
Fordham University 2001 — 2005
BS, Marketing
High School
Rogge, Kyle's AllianceBernstein Experience July 2010 - February 2014
Job Agent at Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap March 2014 - Present
AllianceBernstein July 2010 - February 2014
Sanford C. Bernstein July 2007 - July 2010
Northwestern Mutual 2006 - 2006
Skills
Alternative Investments, Investment Strategies, Securities, Financial Services, Investment Advisory, Financial Modeling, Financial Analysis, Trading, Strategic Financial..., Capital Markets, Sales, PowerPoint, Microsoft Excel, Marketing, Microsoft Office, Finance, Investments, Social Media, Asset Management
Education
Gettysburg College 2004 — 2007
Marcus & Millichap March 2014 - Present
AllianceBernstein July 2010 - February 2014
Sanford C. Bernstein July 2007 - July 2010
Northwestern Mutual 2006 - 2006
Skills
Alternative Investments, Investment Strategies, Securities, Financial Services, Investment Advisory, Financial Modeling, Financial Analysis, Trading, Strategic Financial..., Capital Markets, Sales, PowerPoint, Microsoft Excel, Marketing, Microsoft Office, Finance, Investments, Social Media, Asset Management
Education
Gettysburg College 2004 — 2007
Ioulia Vorona's AllianceBernstein Experience February 2008 - July 2012
Job Investment Consultant at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt October 2014 - Present
AllianceBernstein February 2008 - July 2012
ACA September 2006 - January 2008
ACA Capital September 2006 - January 2008
MDx Medical Management 2003 - 2006
Education
Franklin & Marshall College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Northfield Mount Hermon
Aon Hewitt October 2014 - Present
AllianceBernstein February 2008 - July 2012
ACA September 2006 - January 2008
ACA Capital September 2006 - January 2008
MDx Medical Management 2003 - 2006
Education
Franklin & Marshall College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Northfield Mount Hermon
Troy Meyerhoeffer's AllianceBernstein Experience Production ArtistScudder Investments2003 - Present
Job Sr Production Artist at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein Production ArtistScudder Investments2003 - Present
Education
George Mason University 1998 — 2000
AllianceBernstein Production ArtistScudder Investments2003 - Present
Education
George Mason University 1998 — 2000
Christian Breda's AllianceBernstein Experience December 2012 - Present
Job Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein December 2012 - Present
AllianceBernstein February 1999 - December 2012
Nori, Hennion and Walsh 1998 - 1998
Education
Fordham University 1995 — 1998
Bachelor of Science (B.S.), Finance
AllianceBernstein December 2012 - Present
AllianceBernstein February 1999 - December 2012
Nori, Hennion and Walsh 1998 - 1998
Education
Fordham University 1995 — 1998
Bachelor of Science (B.S.), Finance
Chris Nonas's AllianceBernstein Experience June 1994 - February 1999
Job Director of Finance and Operations at Pura Vida Investments, LLC
Industry Investment Management
Experience
Pura Vida Investments, LLC November 2012 - Present
Ridgeback Capital Management LP July 2008 - November 2012
Exton Capital Management LLC April 2007 - May 2008
Mark Asset Management Corporation March 1999 - March 2007
AllianceBernstein June 1994 - February 1999
Skills
Asset Management, Financial Analysis, Investments, Due Diligence, Financial Reporting, Hedge Funds, Accounting, Equities, Strategic Planning, Financial Services, Insurance, New Business Development, Project Management, Leadership, Customer Service, Nonprofits
Education
Gettysburg College 1990 — 1994
Bachelor of Arts (B.A.), Accounting and Finance
Pura Vida Investments, LLC November 2012 - Present
Ridgeback Capital Management LP July 2008 - November 2012
Exton Capital Management LLC April 2007 - May 2008
Mark Asset Management Corporation March 1999 - March 2007
AllianceBernstein June 1994 - February 1999
Skills
Asset Management, Financial Analysis, Investments, Due Diligence, Financial Reporting, Hedge Funds, Accounting, Equities, Strategic Planning, Financial Services, Insurance, New Business Development, Project Management, Leadership, Customer Service, Nonprofits
Education
Gettysburg College 1990 — 1994
Bachelor of Arts (B.A.), Accounting and Finance
Nick Lapi's AllianceBernstein Experience 1991 - 1999
Job Director of Annuity Sales at PPMG
Industry Financial Services
Experience
PPMG 2004 - 2009
Professional Planners 2004 - 2009
AllianceBernstein 1991 - 1999
Education
Fordham University 1982 — 1986
PPMG 2004 - 2009
Professional Planners 2004 - 2009
AllianceBernstein 1991 - 1999
Education
Fordham University 1982 — 1986
Maxie Kroen's AllianceBernstein Experience September 2004 - Present
Job Senior Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein September 2004 - Present
Sands Brothers 2002 - 2004
Oppenheimer & Co. 2003 - 2003
Education
Fordham University 1997 — 2001
AllianceBernstein September 2004 - Present
Sands Brothers 2002 - 2004
Oppenheimer & Co. 2003 - 2003
Education
Fordham University 1997 — 2001
Julie Bohan's AllianceBernstein Experience 2007 - Present
Job DirectorIntegration and Operations at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein 2007 - Present
AllianceBernstein 1990 - Present
AllianceBernstein Investments 1990 - Present
Education
Fordham University 1982 — 1986
AllianceBernstein 2007 - Present
AllianceBernstein 1990 - Present
AllianceBernstein Investments 1990 - Present
Education
Fordham University 1982 — 1986
Jamie Weiss- Flesher's AllianceBernstein Experience February 2001 - January 2003
Job Principal at Flesher Financial Services
Industry Financial Services
Experience
Flesher Financial Services November 2013 - Present
RPH Financial Services September 2009 - January 2013
BNY Mellon Wealth Management February 2007 - September 2009
BNY Mellon Wealth Management October 2005 - February 2007
Bernstein Global Wealth Management January 2003 - October 2005
AllianceBernstein February 2001 - January 2003
Skills
Asset Allocation, Fixed Income, Asset Managment, Wealth Management, Investments, Excel Vba, Private Client Services, Business Development
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance and Business Economics
University of Maryland College Park 1996 — 2000
Bachelor of Arts (BA), Economics
University of Maryland College Park 1996 — 2000
Bachelor's degree, Economics
Flesher Financial Services November 2013 - Present
RPH Financial Services September 2009 - January 2013
BNY Mellon Wealth Management February 2007 - September 2009
BNY Mellon Wealth Management October 2005 - February 2007
Bernstein Global Wealth Management January 2003 - October 2005
AllianceBernstein February 2001 - January 2003
Skills
Asset Allocation, Fixed Income, Asset Managment, Wealth Management, Investments, Excel Vba, Private Client Services, Business Development
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance and Business Economics
University of Maryland College Park 1996 — 2000
Bachelor of Arts (BA), Economics
University of Maryland College Park 1996 — 2000
Bachelor's degree, Economics
Michael Arias's AllianceBernstein Experience February 2006 - April 2007
Job Trader Bank Resource Management
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
HSBC July 2012 - August 2014
HSBC January 2008 - August 2010
Bear Stearns - Bear Stearns Asset Management April 2007 - December 2007
AllianceBernstein February 2006 - April 2007
Skills
Series 63, Series 7, Series 55, Capital Markets, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance
James Madison University - College of Business 2001 — 2005
BBA, Finance
Morgan Stanley April 2015 - Present
HSBC July 2012 - August 2014
HSBC January 2008 - August 2010
Bear Stearns - Bear Stearns Asset Management April 2007 - December 2007
AllianceBernstein February 2006 - April 2007
Skills
Series 63, Series 7, Series 55, Capital Markets, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance
James Madison University - College of Business 2001 — 2005
BBA, Finance
Stacy Hannings Scott's AllianceBernstein Experience 2001 - 2004
Job
Industry Financial Services
Experience
Moody's Corporation December 2014 - Present
Moody's Corporation March 2013 - December 2014
American Express 2011 - 2013
American Express 2007 - 2011
American Express 2005 - 2007
American Express 2004 - 2005
AllianceBernstein 2001 - 2004
Skills
Strategic Planning, Budgeting, Investments, Forecasting, Planning, Budgets, Project Planning, Portfolio Management, Strategic Financial..., Finance, Analysis, Strategy, Management, Corporate Finance, Cross-functional Team..., Leadership, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Financial Planning
Education
Gettysburg College
BA
Moody's Corporation December 2014 - Present
Moody's Corporation March 2013 - December 2014
American Express 2011 - 2013
American Express 2007 - 2011
American Express 2005 - 2007
American Express 2004 - 2005
AllianceBernstein 2001 - 2004
Skills
Strategic Planning, Budgeting, Investments, Forecasting, Planning, Budgets, Project Planning, Portfolio Management, Strategic Financial..., Finance, Analysis, Strategy, Management, Corporate Finance, Cross-functional Team..., Leadership, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Financial Planning
Education
Gettysburg College
BA
Tierney Boisvert's AllianceBernstein Experience June 2008 - April 2011
Job Associate Director at Ladder Capital Finance LLC
Industry Real Estate
Experience
Ladder Capital Finance LLC March 2014 - Present
Ladder Capital Finance LLC April 2011 - Present
AllianceBernstein June 2008 - April 2011
Credit Suisse July 2007 - April 2008
Skills
Series 7, Series 63, Asset Managment, Financial Modeling, Financial Analysis, Financial Markets, Microsoft Excel, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Real Estate Economics, PowerPoint, Singing
Education
Hamilton College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Loomis Chaffee 1999 — 2003
Ladder Capital Finance LLC March 2014 - Present
Ladder Capital Finance LLC April 2011 - Present
AllianceBernstein June 2008 - April 2011
Credit Suisse July 2007 - April 2008
Skills
Series 7, Series 63, Asset Managment, Financial Modeling, Financial Analysis, Financial Markets, Microsoft Excel, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Real Estate Economics, PowerPoint, Singing
Education
Hamilton College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Loomis Chaffee 1999 — 2003
Jim Kratzok's AllianceBernstein Experience April 2000 - September 2005
Job Free at last...
Industry Computer Software
Experience
Home October 2014 - Present
Microsoft July 2006 - October 2014
Softricity March 2006 - July 2006
Cleary Gottlieb Steen & Hamilton LLP November 2005 - March 2006
AllianceBernstein April 2000 - September 2005
Neuberger Berman August 1997 - April 2000
Deutsche Bank May 1995 - August 1997
Bankers Trust August 1993 - May 1995
Microcom August 1992 - July 1993
IBM September 1983 - July 1992
Skills
Business Analysis, SDLC, Enterprise Architecture, Microsoft Technologies, Enterprise Software, Servers, IT Management, Consulting, ITIL, Microsoft SQL Server, System Deployment, Integration, Software Development, Technical Support, App-V, Vendor Management, System Administration, Virtualization, Project Management, SharePoint, Cloud Computing, Windows Server, Software Installation, Security, Hyper-V, Application..., IT Strategy, Data Center, Citrix, Disaster Recovery, Powershell, SaaS, IT Service Management
Education
Franklin & Marshall College 1977 — 1981
Bachelor of Arts (B.A.), American Studies
Home October 2014 - Present
Microsoft July 2006 - October 2014
Softricity March 2006 - July 2006
Cleary Gottlieb Steen & Hamilton LLP November 2005 - March 2006
AllianceBernstein April 2000 - September 2005
Neuberger Berman August 1997 - April 2000
Deutsche Bank May 1995 - August 1997
Bankers Trust August 1993 - May 1995
Microcom August 1992 - July 1993
IBM September 1983 - July 1992
Skills
Business Analysis, SDLC, Enterprise Architecture, Microsoft Technologies, Enterprise Software, Servers, IT Management, Consulting, ITIL, Microsoft SQL Server, System Deployment, Integration, Software Development, Technical Support, App-V, Vendor Management, System Administration, Virtualization, Project Management, SharePoint, Cloud Computing, Windows Server, Software Installation, Security, Hyper-V, Application..., IT Strategy, Data Center, Citrix, Disaster Recovery, Powershell, SaaS, IT Service Management
Education
Franklin & Marshall College 1977 — 1981
Bachelor of Arts (B.A.), American Studies
Franklin Dickson's AllianceBernstein Experience July 2004 - June 2006
Job Associate Director Fund Treasury at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management June 2015 - Present
U.S. Bank June 2013 - June 2015
BNY Mellon April 2008 - June 2013
Goldman Sachs June 2006 - February 2008
AllianceBernstein July 2004 - June 2006
Citi August 2003 - July 2004
BNY Mellon January 2001 - August 2003
Skills
Equities, Derivatives, Valuation, Financial Analysis, Accounting, Fixed Income, Mutual Funds, Hedge Funds, Trading, Mergers & Acquisitions, Analysis, Financial Services, Securities, Bloomberg, Asset Management
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance/Accounting
Rutgers University-New Brunswick 1996 — 2000
B.A., Economics
UBS Global Asset Management June 2015 - Present
U.S. Bank June 2013 - June 2015
BNY Mellon April 2008 - June 2013
Goldman Sachs June 2006 - February 2008
AllianceBernstein July 2004 - June 2006
Citi August 2003 - July 2004
BNY Mellon January 2001 - August 2003
Skills
Equities, Derivatives, Valuation, Financial Analysis, Accounting, Fixed Income, Mutual Funds, Hedge Funds, Trading, Mergers & Acquisitions, Analysis, Financial Services, Securities, Bloomberg, Asset Management
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance/Accounting
Rutgers University-New Brunswick 1996 — 2000
B.A., Economics
MAX MIROSH's AllianceBernstein Experience April 2005 - July 2006
Job Implementation Consultant at Bank of America
Industry Investment Banking
Experience
Bank of America August 2008 - Present
Brown Brothers Harriman 2013 - 2013
Macquarie Capital Investment Management August 2007 - June 2008
Merrill Lynch July 2006 - July 2007
AllianceBernstein April 2005 - July 2006
Morgan Stanley Investment Management January 2001 - April 2005
Skills
Business Analysis,..., Client on-Boarding, Trading Systems, Equities, Business Analysis, Trading, Equity Trading, Integration, Securities, Portfolio Management, Financial Services, Order Management, Project Portfolio..., Business Requirements, Databases, Business Process..., Options, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Science (BS)
Bank of America August 2008 - Present
Brown Brothers Harriman 2013 - 2013
Macquarie Capital Investment Management August 2007 - June 2008
Merrill Lynch July 2006 - July 2007
AllianceBernstein April 2005 - July 2006
Morgan Stanley Investment Management January 2001 - April 2005
Skills
Business Analysis,..., Client on-Boarding, Trading Systems, Equities, Business Analysis, Trading, Equity Trading, Integration, Securities, Portfolio Management, Financial Services, Order Management, Project Portfolio..., Business Requirements, Databases, Business Process..., Options, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Science (BS)
Meghan McGinty's AllianceBernstein Experience November 2007 - Present
Job VP at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein November 2007 - Present
Education
Georgia Institute of Technology 1996 — 2000
BS Management
AllianceBernstein November 2007 - Present
Education
Georgia Institute of Technology 1996 — 2000
BS Management
Christopher Letta's AllianceBernstein Experience September 2008 - Present
Job Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein September 2008 - Present
UBS Investment Bank May 2006 - September 2008
JPMorgan Chase October 1998 - May 2006
Standard & Poor's July 1996 - October 1998
Societe Generale June 1995 - July 1996
Societe Generale May 1989 - June 1995
Skills
Fixed Income
Education
New York University 1990 — 1994
MBA, Finance / International Business
Hamilton College 1983 — 1987
BA, History / Computer Science
AllianceBernstein September 2008 - Present
UBS Investment Bank May 2006 - September 2008
JPMorgan Chase October 1998 - May 2006
Standard & Poor's July 1996 - October 1998
Societe Generale June 1995 - July 1996
Societe Generale May 1989 - June 1995
Skills
Fixed Income
Education
New York University 1990 — 1994
MBA, Finance / International Business
Hamilton College 1983 — 1987
BA, History / Computer Science
Amy Boothe-Fuentes's AllianceBernstein Experience June 1997 - January 2006
Job Senior Vice President at FIG Partners
Industry Investment Management
Experience
FIG Partners November 2014 - Present
Auster Financial LLC November 2007 - November 2014
Terminus Asset Management Company February 2007 - November 2007
SunTrust January 2006 - February 2007
AllianceBernstein June 1997 - January 2006
MetLife 1994 - 1997
Skills
Securitization, Portfolio Management, Fixed Income, MBS, Hedge Funds, ABS, Capital Markets, Valuation, Structured Products, Credit, Investments, Securities, Credit Analysis, Mutual Funds, Investment Management, Loans, Mortgage Lending
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Finance
University of Georgia - Terry College of Business
BBA, Accounting
FIG Partners November 2014 - Present
Auster Financial LLC November 2007 - November 2014
Terminus Asset Management Company February 2007 - November 2007
SunTrust January 2006 - February 2007
AllianceBernstein June 1997 - January 2006
MetLife 1994 - 1997
Skills
Securitization, Portfolio Management, Fixed Income, MBS, Hedge Funds, ABS, Capital Markets, Valuation, Structured Products, Credit, Investments, Securities, Credit Analysis, Mutual Funds, Investment Management, Loans, Mortgage Lending
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Finance
University of Georgia - Terry College of Business
BBA, Accounting
Frederic Bloch's AllianceBernstein Experience August 1990 - February 2012
Job Senior Vice President, Development at Jewish Home Lifecare
Industry Investment Management
Experience
Jewish Home Lifecare March 2012 - Present
AllianceBernstein August 1990 - February 2012
Bernstein Global Wealth Management August 1990 - February 2012
Skills
Asset Managment, Alternative Investments
Education
Yale University - Yale School of Management 1978 — 1980
MBA, Finance
Hamilton College
BA, Political Science
Jewish Home Lifecare March 2012 - Present
AllianceBernstein August 1990 - February 2012
Bernstein Global Wealth Management August 1990 - February 2012
Skills
Asset Managment, Alternative Investments
Education
Yale University - Yale School of Management 1978 — 1980
MBA, Finance
Hamilton College
BA, Political Science
Robert. Brazofsky's AllianceBernstein Experience 2007 - 2009
Job Vice President Regional Manager Alliance Bernstein
Industry Financial Services
Experience
AllianceBernstein Investments January 2007 - Present
AllianceBernstein 2007 - 2009
Wachovia Corporation June 1999 - November 2007
Wachovia Corporation January 1999 - January 2007
Wachovia, A Wells Fargo Company 1999 - 2007
Wachovia Bank formerly First Union 1999 - 2007
Nabisco Corporation January 1995 - January 1998
Skills
Banking, Budgets, CRM, Credit, Credit Analysis, Finance, Investments, Leadership, Loans, Management, Market Research, Marketing, Mortgage Lending, Mutual Funds, Negotiation, Sales, Sales Process, Series 63, Series 7
Education
Gettysburg College 1995 — 1999
BA, FINANCE/ SPANISH
Gettysburg College 1995 — 1999
B.A, Finance and Spanish
Instituto Universitario De Sevilla
AllianceBernstein Investments January 2007 - Present
AllianceBernstein 2007 - 2009
Wachovia Corporation June 1999 - November 2007
Wachovia Corporation January 1999 - January 2007
Wachovia, A Wells Fargo Company 1999 - 2007
Wachovia Bank formerly First Union 1999 - 2007
Nabisco Corporation January 1995 - January 1998
Skills
Banking, Budgets, CRM, Credit, Credit Analysis, Finance, Investments, Leadership, Loans, Management, Market Research, Marketing, Mortgage Lending, Mutual Funds, Negotiation, Sales, Sales Process, Series 63, Series 7
Education
Gettysburg College 1995 — 1999
BA, FINANCE/ SPANISH
Gettysburg College 1995 — 1999
B.A, Finance and Spanish
Instituto Universitario De Sevilla
Samuel Groban, CFA's AllianceBernstein Experience October 2001 - March 2005
Job Vice President, Domestic Fixed Income Strategies
Industry Investment Management
Experience
OppenheimerFunds July 2009 - Present
Bear Stearns Asset Management April 2005 - November 2008
AllianceBernstein October 2001 - March 2005
Rydex Investments October 2000 - September 2001
Skills
Hedge Funds, Due Diligence, Equities, Alternative Investments, Asset Managment, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA
University of Michigan 1996 — 2000
BA
OppenheimerFunds July 2009 - Present
Bear Stearns Asset Management April 2005 - November 2008
AllianceBernstein October 2001 - March 2005
Rydex Investments October 2000 - September 2001
Skills
Hedge Funds, Due Diligence, Equities, Alternative Investments, Asset Managment, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA
University of Michigan 1996 — 2000
BA
David Edlin's AllianceBernstein Experience January 2006 - October 2008
Job Executive Vice President, Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers 2009 - Present
AllianceBernstein January 2006 - October 2008
Deutsche Asset Management 2002 - 2005
Putnam Investments 1986 - 2002
Education
Georgetown University
BS, Finance
Cohen & Steers 2009 - Present
AllianceBernstein January 2006 - October 2008
Deutsche Asset Management 2002 - 2005
Putnam Investments 1986 - 2002
Education
Georgetown University
BS, Finance
Evette Modee's AllianceBernstein Experience 2000 - 2006
Job Print Procurement Specialist
Industry Marketing and Advertising
Experience
FrontLine Marketing January 2010 - Present
FrontLine Marketing 2006 - 2010
AllianceBernstein 2000 - 2006
Judith Jack Jewlery August 1995 - February 2000
Skills
Advertising, Integrated Marketing, Promotions, Account Management, Coordination, Management, Procurement, Project Management, Budgets, Sales, Retail, Digital Marketing
Education
Gibbs College
Associate Degree
Westchester Business Institute
Associate Degree
FrontLine Marketing January 2010 - Present
FrontLine Marketing 2006 - 2010
AllianceBernstein 2000 - 2006
Judith Jack Jewlery August 1995 - February 2000
Skills
Advertising, Integrated Marketing, Promotions, Account Management, Coordination, Management, Procurement, Project Management, Budgets, Sales, Retail, Digital Marketing
Education
Gibbs College
Associate Degree
Westchester Business Institute
Associate Degree
Vera Juncaj's AllianceBernstein Experience January 2009 - September 2009
Job UN
Industry Nonprofit Organization Management
Experience
United Nations September 2009 - Present
AllianceBernstein January 2009 - September 2009
Broadgate Consultants June 2007 - October 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Marketing Communications, Microsoft Office, Public Relations, Budgets, Research, Social Media, Customer Service, Recruiting, Event Management, Public Speaking, Human Resources
Education
Fordham University 2002 — 2006
B.S., Business
United Nations September 2009 - Present
AllianceBernstein January 2009 - September 2009
Broadgate Consultants June 2007 - October 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Marketing Communications, Microsoft Office, Public Relations, Budgets, Research, Social Media, Customer Service, Recruiting, Event Management, Public Speaking, Human Resources
Education
Fordham University 2002 — 2006
B.S., Business
Christopher Cavanagh, CIMA's AllianceBernstein Experience December 2005 - November 2008
Job RIA Sales, The Vanguard Group
Industry Investment Management
Experience
Vanguard July 2011 - Present
Goldman Sachs Asset Management 2009 - 2011
AllianceBernstein December 2005 - November 2008
Nationwide Financial January 2003 - December 2005
SEI Investments 1998 - 2002
Skills
Mutual Funds, Investments, Series 7, Series 63, ETFs, 401k
Education
Franklin & Marshall College 1984 — 1988
BA, Business Management
Wharton School, University of Pennsylvania
CIMA, Certified Investment Management Analyst
Vanguard July 2011 - Present
Goldman Sachs Asset Management 2009 - 2011
AllianceBernstein December 2005 - November 2008
Nationwide Financial January 2003 - December 2005
SEI Investments 1998 - 2002
Skills
Mutual Funds, Investments, Series 7, Series 63, ETFs, 401k
Education
Franklin & Marshall College 1984 — 1988
BA, Business Management
Wharton School, University of Pennsylvania
CIMA, Certified Investment Management Analyst
Lissa Quevedo's AllianceBernstein Experience 2000 - 2002
Job Retirement Plan Administrator Petco
Industry Human Resources
Experience
PETCO Animal Supplies, Inc. February 2015 - Present
University Health System January 2009 - January 2015
Charles Schwab August 2002 - December 2008
AllianceBernstein 2000 - 2002
Skills
Healthcare, Retirement, Health Insurance, Insurance, Pensions, Employee Benefits, 401k, 457
Education
Texas Tech University 1993 — 1997
B. A.
Fundación Universidad de las Américas Puebla
The University of Texas at San Antonio
Graduate level Spanish
PETCO Animal Supplies, Inc. February 2015 - Present
University Health System January 2009 - January 2015
Charles Schwab August 2002 - December 2008
AllianceBernstein 2000 - 2002
Skills
Healthcare, Retirement, Health Insurance, Insurance, Pensions, Employee Benefits, 401k, 457
Education
Texas Tech University 1993 — 1997
B. A.
Fundación Universidad de las Américas Puebla
The University of Texas at San Antonio
Graduate level Spanish
Stefanie Russo's AllianceBernstein Experience August 2010 - January 2012
Job Teaching Assistant
Industry Investment Management
Experience
Port Chester School District August 2015 - Present
State Street January 2012 - June 2015
AllianceBernstein August 2010 - January 2012
Alliance Bernstein May 2009 - August 2010
AB August 2007 - May 2009
AB August 2006 - July 2007
Education
Fordham University 2002 — 2006
BS, Accounting & Finance
Universidad de Sevilla 2005 — 2005
International Business- (G.L.O.B.E) Program Specialization
Port Chester School District August 2015 - Present
State Street January 2012 - June 2015
AllianceBernstein August 2010 - January 2012
Alliance Bernstein May 2009 - August 2010
AB August 2007 - May 2009
AB August 2006 - July 2007
Education
Fordham University 2002 — 2006
BS, Accounting & Finance
Universidad de Sevilla 2005 — 2005
International Business- (G.L.O.B.E) Program Specialization
Joseph Jiang's AllianceBernstein Experience February 2005 - April 2007
Job Senior Strategist at Clinton Group
Industry Investment Management
Experience
Clinton Group April 2007 - August 2014
AllianceBernstein February 2005 - April 2007
UBS Investment Bank July 2002 - April 2005
Williams Energy 2001 - June 2002
Skills
Quantitative Finance, Fixed Income, Asset Management, Bloomberg, Capital Markets
Education
Courant Institute, New York University 1998 — 2001
M.S., Financial Mathematics
New York University 1998 — 2001
Ph.D. (ABD dropout), Economics
Fudan University 1992 — 1997
Bachelor of Arts (B.A.)
Clinton Group April 2007 - August 2014
AllianceBernstein February 2005 - April 2007
UBS Investment Bank July 2002 - April 2005
Williams Energy 2001 - June 2002
Skills
Quantitative Finance, Fixed Income, Asset Management, Bloomberg, Capital Markets
Education
Courant Institute, New York University 1998 — 2001
M.S., Financial Mathematics
New York University 1998 — 2001
Ph.D. (ABD dropout), Economics
Fudan University 1992 — 1997
Bachelor of Arts (B.A.)
Rob Ginsberg's AllianceBernstein Experience February 2006 - December 2008
Job Managing Director at Renaissance Macro Research
Industry Investment Management
Experience
Renaissance Macro Research February 2011 - Present
ISI Group August 2009 - February 2011
AllianceBernstein February 2006 - December 2008
Alliance Capital Management July 1995 - February 2006
Skills
Equity Research, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Asset Managment, Fixed Income, Series 7, Investment Strategies, Bloomberg, Investments, Asset Allocation, Series 63, Valuation, Stock Picking, Capital Markets, Securities, Asset Management
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
State University of New York College at Buffalo 1991 — 1995
BS, Economics
Renaissance Macro Research February 2011 - Present
ISI Group August 2009 - February 2011
AllianceBernstein February 2006 - December 2008
Alliance Capital Management July 1995 - February 2006
Skills
Equity Research, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Asset Managment, Fixed Income, Series 7, Investment Strategies, Bloomberg, Investments, Asset Allocation, Series 63, Valuation, Stock Picking, Capital Markets, Securities, Asset Management
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
State University of New York College at Buffalo 1991 — 1995
BS, Economics
Sana Manjeshwar's AllianceBernstein Experience September 2011 - July 2014
Job Ombuds Manager at Chevron: Ombudsman (CNI3: Confidential, Neutral, Impartial, Independent and Informal)
Industry Oil & Energy
Experience
Chevron August 2014 - Present
AllianceBernstein September 2011 - July 2014
Wilson Elser April 2009 - September 2011
Stroock & Stroock & Lavan LLP August 2007 - April 2009
Troutman Sanders LLP October 2001 - December 2005
Skills
Employee Relations, Employment Law, Human Resources, Legal Writing, Legal Research, Mediation, Organizational..., Performance Management, Policy, Mergers & Acquisitions, Government, Conflict Resolution
Education
Fordham Law School 2005 — 2007
Doctor of Law (JD), Labor and Employment Law
McGill University 1995 — 1998
Bachelor of Science (BS), Industrial and Organizational Psychology
American School of Paris
Commonwealth Education Foundation Mumbai
North London Collegiate School
A Levels
Chevron August 2014 - Present
AllianceBernstein September 2011 - July 2014
Wilson Elser April 2009 - September 2011
Stroock & Stroock & Lavan LLP August 2007 - April 2009
Troutman Sanders LLP October 2001 - December 2005
Skills
Employee Relations, Employment Law, Human Resources, Legal Writing, Legal Research, Mediation, Organizational..., Performance Management, Policy, Mergers & Acquisitions, Government, Conflict Resolution
Education
Fordham Law School 2005 — 2007
Doctor of Law (JD), Labor and Employment Law
McGill University 1995 — 1998
Bachelor of Science (BS), Industrial and Organizational Psychology
American School of Paris
Commonwealth Education Foundation Mumbai
North London Collegiate School
A Levels
Gerardo Talamo's AllianceBernstein Experience January 2007 - Present
Job Counsel at AllianceBernstein
Industry Law Practice
Experience
AllianceBernstein January 2007 - Present
US Navy September 1999 - December 2003
Skills
Securities, Securities Regulation, Hedge Funds, Capital Markets, Private Equity, Alternative Investments, Corporate Governance, Mutual Funds, Equities, Corporate Law, Due Diligence, Asset Management, FINRA, Derivatives, Investment Management, Investments, Fixed Income, Mergers & Acquisitions, Legal Writing, Financial Services, Litigation, Structured Finance, Legal Research, Series 7
Education
Fordham University School of Law 2006 — 2007
Doctor of Law (J.D.)
Temple University - James E. Beasley School of Law 2004 — 2006
Doctor of Law (J.D.)
Saint Lawrence University 1995 — 1998
B.A., Major: Government, Minor: Caribbean/Latin American Studies
New York University 1994 — 1995
Bachelor of Arts (B.A.)
St. George's School 1990 — 1993
The Buckley School 1983 — 1990
AllianceBernstein January 2007 - Present
US Navy September 1999 - December 2003
Skills
Securities, Securities Regulation, Hedge Funds, Capital Markets, Private Equity, Alternative Investments, Corporate Governance, Mutual Funds, Equities, Corporate Law, Due Diligence, Asset Management, FINRA, Derivatives, Investment Management, Investments, Fixed Income, Mergers & Acquisitions, Legal Writing, Financial Services, Litigation, Structured Finance, Legal Research, Series 7
Education
Fordham University School of Law 2006 — 2007
Doctor of Law (J.D.)
Temple University - James E. Beasley School of Law 2004 — 2006
Doctor of Law (J.D.)
Saint Lawrence University 1995 — 1998
B.A., Major: Government, Minor: Caribbean/Latin American Studies
New York University 1994 — 1995
Bachelor of Arts (B.A.)
St. George's School 1990 — 1993
The Buckley School 1983 — 1990
Al Caesar's AllianceBernstein Experience April 2005 - March 2012
Job VP, Strategic Initiatives at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2012 - Present
AllianceBernstein April 2005 - March 2012
McKinsey & Company September 2000 - April 2005
US Navy June 1991 - May 1998
Skills
Valuation, Equity Research, Financial Modeling, Asset Management, Financial Analysis, Investments
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance, Operations
Georgetown University 1991 — 1992
Master of Arts, National Security Studies
United States Naval Academy 1987 — 1991
BS, Political Science
Prudential Financial March 2012 - Present
AllianceBernstein April 2005 - March 2012
McKinsey & Company September 2000 - April 2005
US Navy June 1991 - May 1998
Skills
Valuation, Equity Research, Financial Modeling, Asset Management, Financial Analysis, Investments
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance, Operations
Georgetown University 1991 — 1992
Master of Arts, National Security Studies
United States Naval Academy 1987 — 1991
BS, Political Science
Donna Strick's AllianceBernstein Experience 2001 - 2008
Job Finance Governance Analyst at Swiss Re
Industry Financial Services
Experience
Swiss Re September 2012 - Present
Citco Fund Services August 2009 - September 2012
AllianceBernstein 2001 - 2008
Princeton Financial Systems 2000 - 2001
Merrill Lynch Asset Management 1998 - 2000
Project USE 1993 - 1995
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Securities, Options, Derivatives, Equity Derivatives, Prime Brokerage, Alternative Investments, Portfolio Management, Trading, Mutual Funds, Asset Managment, Process Improvement, Asset Allocation, Bonds
Education
Gettysburg College 1995 — 1997
BA, Finance
Virginia Wesleyan College 1992 — 1994
Moorestown High School 1988 — 1992
Swiss Re September 2012 - Present
Citco Fund Services August 2009 - September 2012
AllianceBernstein 2001 - 2008
Princeton Financial Systems 2000 - 2001
Merrill Lynch Asset Management 1998 - 2000
Project USE 1993 - 1995
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Securities, Options, Derivatives, Equity Derivatives, Prime Brokerage, Alternative Investments, Portfolio Management, Trading, Mutual Funds, Asset Managment, Process Improvement, Asset Allocation, Bonds
Education
Gettysburg College 1995 — 1997
BA, Finance
Virginia Wesleyan College 1992 — 1994
Moorestown High School 1988 — 1992
Greg Sawers's AllianceBernstein Experience 1988 - 2001
Job Chairman and Investor at TriplePoint Software
Industry Financial Services
Experience
TriplePoint Software October 2014 - Present
Assura Group of New York September 2012 - June 2014
Evercore Asset Managment 2005 - 2012
Credit Suisse Asset Managment 2002 - 2005
AllianceBernstein 1988 - 2001
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Emerging Markets, Corporate Development, Investment Strategies, Capital Markets, Valuation, Due Diligence, Equity Research, Asset Allocation
Education
Harvard Business School 1983 — 1985
MBA
Georgetown University 1978 — 1982
BSFS
TriplePoint Software October 2014 - Present
Assura Group of New York September 2012 - June 2014
Evercore Asset Managment 2005 - 2012
Credit Suisse Asset Managment 2002 - 2005
AllianceBernstein 1988 - 2001
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Emerging Markets, Corporate Development, Investment Strategies, Capital Markets, Valuation, Due Diligence, Equity Research, Asset Allocation
Education
Harvard Business School 1983 — 1985
MBA
Georgetown University 1978 — 1982
BSFS
Bin Sun's AllianceBernstein Experience December 2013 - Present
Job Quantitative Developer at Alliance Bernstein
Industry Financial Services
Experience
AllianceBernstein December 2013 - Present
Royal Bank of Canada August 2011 - December 2013
JP Morgan Chase June 2010 - August 2010
KPMG September 2009 - December 2009
Novartis June 2009 - August 2009
Skills
Java, Microsoft SQL Server, Business Analysis, C, VBA, SQL, Microsoft Excel, Derivatives, Trading, Trading Systems, Quantitative Finance, Risk, SQL Server, Excel, KDB, Equities, Economics, Q, Python, Matlab, Functional Programming
Education
Syracuse University 2008 — 2010
Master, Information Management
Fudan University 2004 — 2008
Bachelor, Software Engineering
AllianceBernstein December 2013 - Present
Royal Bank of Canada August 2011 - December 2013
JP Morgan Chase June 2010 - August 2010
KPMG September 2009 - December 2009
Novartis June 2009 - August 2009
Skills
Java, Microsoft SQL Server, Business Analysis, C, VBA, SQL, Microsoft Excel, Derivatives, Trading, Trading Systems, Quantitative Finance, Risk, SQL Server, Excel, KDB, Equities, Economics, Q, Python, Matlab, Functional Programming
Education
Syracuse University 2008 — 2010
Master, Information Management
Fudan University 2004 — 2008
Bachelor, Software Engineering
William Carinci's AllianceBernstein Experience 2001 - 2004
Job VP, Managed Accounts, Equity Trading
Industry Financial Services
Experience
Goldman Sachs Asset Management 2004 - Present
AllianceBernstein 2001 - 2004
Investors Bank & Trust 2000 - 2001
Skills
Series 63, Trading, Investments, Investment Management, Separately Managed..., Series 7, Equity Trading, Block Trading, Bloomberg, Security APL, Vestmark, Wrap Accounts
Education
Fordham University - Graduate School of Business Administration 2002 — 2006
MBA, Finance and Business Economics
Villanova University 1995 — 2000
Bachelor of Science (BS), Finance
Goldman Sachs Asset Management 2004 - Present
AllianceBernstein 2001 - 2004
Investors Bank & Trust 2000 - 2001
Skills
Series 63, Trading, Investments, Investment Management, Separately Managed..., Series 7, Equity Trading, Block Trading, Bloomberg, Security APL, Vestmark, Wrap Accounts
Education
Fordham University - Graduate School of Business Administration 2002 — 2006
MBA, Finance and Business Economics
Villanova University 1995 — 2000
Bachelor of Science (BS), Finance
Geoffrey Porges's AllianceBernstein Experience June 2002 - Present
Job Senior Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2002 - Present
BTG International Inc. 1999 - 2002
Merck & Company 1996 - 1999
Education
Harvard Business School 1991 — 1993
mba, business
Sydney University 1979 — 1985
Bachelor of Medicine, Bachelor of Surgery, Medicine
AllianceBernstein June 2002 - Present
BTG International Inc. 1999 - 2002
Merck & Company 1996 - 1999
Education
Harvard Business School 1991 — 1993
mba, business
Sydney University 1979 — 1985
Bachelor of Medicine, Bachelor of Surgery, Medicine
john san pedro's AllianceBernstein Experience 2005 - 2008
Job CEO at Incubix Technologies
Industry Higher Education
Experience
Incubix Technologies March 2014 - Present
Fordham University March 2009 - November 2014
Incubixtech 2014 - 2014
ICAP October 2006 - September 2009
AllianceBernstein 2005 - 2008
Skills
Social Media, Disaster Recovery, Event Planning, Public Relations, Leadership, Social Media Marketing, Social Networking, Vendor Management, Networking, Event Management
Education
Fordham University
Incubix Technologies March 2014 - Present
Fordham University March 2009 - November 2014
Incubixtech 2014 - 2014
ICAP October 2006 - September 2009
AllianceBernstein 2005 - 2008
Skills
Social Media, Disaster Recovery, Event Planning, Public Relations, Leadership, Social Media Marketing, Social Networking, Vendor Management, Networking, Event Management
Education
Fordham University
Jeff Asmar's AllianceBernstein Experience June 2008 - May 2009
Job Assistant Controller
Industry Investment Management
Experience
Phoenix Bay State Construction Co., Inc. February 2010 - January 2014
AllianceBernstein June 2008 - May 2009
A.G. Edwards September 2006 - August 2007
Skills
Investments, Securities, Fixed Income, Portfolio Management, Equities, Trading, Accounting
Education
Fordham University 2004 — 2008
Bachelor of Science, Business Administration, concentrating in Finance; Minor: Economics
Boston College High School 2000 — 2004
Phoenix Bay State Construction Co., Inc. February 2010 - January 2014
AllianceBernstein June 2008 - May 2009
A.G. Edwards September 2006 - August 2007
Skills
Investments, Securities, Fixed Income, Portfolio Management, Equities, Trading, Accounting
Education
Fordham University 2004 — 2008
Bachelor of Science, Business Administration, concentrating in Finance; Minor: Economics
Boston College High School 2000 — 2004
Pat Fitzpatrick's AllianceBernstein Experience 1992 - 1995
Job Managing Director Senior Trader at Lampe Conway
Industry Financial Services
Experience
Lampe Conway October 2006 - Present
Kellner Dileo 1999 - 2006
Prudential Securities 1996 - 1998
AllianceBernstein 1992 - 1995
Skills
Bloomberg, Equities, Hedge Funds, Fixed Income, Equity Trading, Derivatives, Options, Capital Markets, Trading, Electronic Trading, Alternative Investments, Securities, Trading Systems, Asset Management
Education
Fordham Gabelli School of Business 1993 — 1996
mba, finance
Fordham University 1986 — 1990
bs, finance
Bergen Catholic 1982 — 1986
Lampe Conway October 2006 - Present
Kellner Dileo 1999 - 2006
Prudential Securities 1996 - 1998
AllianceBernstein 1992 - 1995
Skills
Bloomberg, Equities, Hedge Funds, Fixed Income, Equity Trading, Derivatives, Options, Capital Markets, Trading, Electronic Trading, Alternative Investments, Securities, Trading Systems, Asset Management
Education
Fordham Gabelli School of Business 1993 — 1996
mba, finance
Fordham University 1986 — 1990
bs, finance
Bergen Catholic 1982 — 1986
Jack Plym's AllianceBernstein Experience 1994 - 2009
Job Investor / Portfolio Manager
Industry Financial Services
Experience
J.P. Morgan (Endowments & Foundations Group) 2010 - Present
Make-A-Wish Foundation of Metro New York 2005 - Present
Boys Hope Girls Hope of New York (formerly Anchor) 2001 - Present
AllianceBernstein 1994 - 2009
Donaldson, Lufkin & Jenrette 1988 - 1992
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Financial Advisory, Equity Research, Alternative Investments, Asset Management, Asset Allocation, Investment Management, Private Equity, Financial Modeling
Education
Harvard Business School 1992 — 1994
MBA
Yale University 1984 — 1988
B.A., Economics
J.P. Morgan (Endowments & Foundations Group) 2010 - Present
Make-A-Wish Foundation of Metro New York 2005 - Present
Boys Hope Girls Hope of New York (formerly Anchor) 2001 - Present
AllianceBernstein 1994 - 2009
Donaldson, Lufkin & Jenrette 1988 - 1992
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Financial Advisory, Equity Research, Alternative Investments, Asset Management, Asset Allocation, Investment Management, Private Equity, Financial Modeling
Education
Harvard Business School 1992 — 1994
MBA
Yale University 1984 — 1988
B.A., Economics
Jerry Morawiec's AllianceBernstein Experience April 2008 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
AllianceBernstein April 2008 - March 2009
Goldman Sachs Asset Management July 2006 - February 2008
Citigroup, CIB June 2005 - July 2006
Emigrant Funding Corporation July 2004 - January 2005
Education
Fordham University
of Business AdministrationBachelor of Science, Finance
AllianceBernstein April 2008 - March 2009
Goldman Sachs Asset Management July 2006 - February 2008
Citigroup, CIB June 2005 - July 2006
Emigrant Funding Corporation July 2004 - January 2005
Education
Fordham University
of Business AdministrationBachelor of Science, Finance
Jamie Horowitz's AllianceBernstein Experience July 2014 - Present
Job Vice President / Counsel at AllianceBernstein
Industry Law Practice
Experience
AllianceBernstein July 2014 - Present
Schulte Roth & Zabel LLP September 2008 - June 2014
Skills
Securities Regulation, Private Equity, Corporate Law, Corporate Governance, Securities, Hedge Funds, Legal Research, Legal Writing, Due Diligence, Legal Advice, Alternative Investments, Investments
Education
Fordham University School of Law 2005 — 2008
JD
University of Pennsylvania 2001 — 2005
BA, Communication and History
AllianceBernstein July 2014 - Present
Schulte Roth & Zabel LLP September 2008 - June 2014
Skills
Securities Regulation, Private Equity, Corporate Law, Corporate Governance, Securities, Hedge Funds, Legal Research, Legal Writing, Due Diligence, Legal Advice, Alternative Investments, Investments
Education
Fordham University School of Law 2005 — 2008
JD
University of Pennsylvania 2001 — 2005
BA, Communication and History
Joshua Wasser's AllianceBernstein Experience October 2000 - November 2009
Job Sales at CreditSights
Industry Financial Services
Experience
CreditSights November 2010 - Present
AllianceBernstein October 2000 - November 2009
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Alternative Investments, Capital Markets, Equity Research, Investments, Bloomberg, Asset Management, Mutual Funds, Investment Management, Valuation, Financial Analysis
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Syracuse University 1996 — 2000
CreditSights November 2010 - Present
AllianceBernstein October 2000 - November 2009
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Alternative Investments, Capital Markets, Equity Research, Investments, Bloomberg, Asset Management, Mutual Funds, Investment Management, Valuation, Financial Analysis
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Syracuse University 1996 — 2000
Melanie Hilbush's AllianceBernstein Experience August 2012 - September 2014
Job Trader at AllianceBernstein
Industry Investment Management
Experience
AB September 2014 - Present
AllianceBernstein August 2012 - September 2014
RBS Global Banking & Markets August 2010 - August 2012
Forex Capital Markets, LLC June 2009 - August 2009
Education
Georgetown University 2006 — 2010
BSBA, Finance
McDonogh School 2002 — 2006
AB September 2014 - Present
AllianceBernstein August 2012 - September 2014
RBS Global Banking & Markets August 2010 - August 2012
Forex Capital Markets, LLC June 2009 - August 2009
Education
Georgetown University 2006 — 2010
BSBA, Finance
McDonogh School 2002 — 2006
Erick Volp's AllianceBernstein Experience June 2008 - November 2010
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2010 - Present
AllianceBernstein June 2008 - November 2010
AllianceBernstein April 2005 - June 2008
Skills
Hedge Funds, Equities, Fund Of Funds, Private Equity, Mutual Funds, Investments, Valuation, Asset Management, Alternative Investments, Fixed Income, Capital Markets, Series 7
Education
Hamilton College 2000 — 2004
BA, Government
Credit Suisse November 2010 - Present
AllianceBernstein June 2008 - November 2010
AllianceBernstein April 2005 - June 2008
Skills
Hedge Funds, Equities, Fund Of Funds, Private Equity, Mutual Funds, Investments, Valuation, Asset Management, Alternative Investments, Fixed Income, Capital Markets, Series 7
Education
Hamilton College 2000 — 2004
BA, Government
Terry Miller, MBA, CFP, CIMA's AllianceBernstein Experience 2002 - 2006
Job Arbroath Capital
Industry Investment Management
Experience
Arbroath Capital January 2010 - Present
Morgan Stanley Smith Barney 2007 - 2009
AllianceBernstein 2002 - 2006
Smith Barney 2000 - 2002
Prudential Financial 1996 - 2000
Bank of America State Trust Company 1992 - 1996
Chase Manhattan Private Bank January 1988 - July 1992
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Asset Management, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Series 66, Certified Financial..., ETFs, Investments, Investment Management
Education
Gonzaga University
BA, Mathematics
Gonzaga University - School of Business Administration
MBA
Arbroath Capital January 2010 - Present
Morgan Stanley Smith Barney 2007 - 2009
AllianceBernstein 2002 - 2006
Smith Barney 2000 - 2002
Prudential Financial 1996 - 2000
Bank of America State Trust Company 1992 - 1996
Chase Manhattan Private Bank January 1988 - July 1992
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Asset Management, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Series 66, Certified Financial..., ETFs, Investments, Investment Management
Education
Gonzaga University
BA, Mathematics
Gonzaga University - School of Business Administration
MBA
Richard Kurt Halsted's AllianceBernstein Experience June 2004 - November 2006
Job Vice President at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. July 2014 - Present
Thomson Reuters 2006 - 2013
AllianceBernstein June 2004 - November 2006
New Directions Sales Inc / Red Sky LP September 2003 - June 2004
LVMH October 2001 - July 2003
Skills
Financial Modeling, Business Analysis, Financial Reporting, Managerial Finance, Forecasting, Finance, Risk Management, Sarbanes-Oxley Act, Mergers & Acquisitions, Process Improvement, Accounting, Business Strategy, Change Management, Corporate Finance, Financial Planning, Strategy, Strategic Financial...
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Fordham University
Bachelor of Science (BS), Finance
Chaminade High School, Mineola
JPMorgan Chase & Co. July 2014 - Present
Thomson Reuters 2006 - 2013
AllianceBernstein June 2004 - November 2006
New Directions Sales Inc / Red Sky LP September 2003 - June 2004
LVMH October 2001 - July 2003
Skills
Financial Modeling, Business Analysis, Financial Reporting, Managerial Finance, Forecasting, Finance, Risk Management, Sarbanes-Oxley Act, Mergers & Acquisitions, Process Improvement, Accounting, Business Strategy, Change Management, Corporate Finance, Financial Planning, Strategy, Strategic Financial...
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Fordham University
Bachelor of Science (BS), Finance
Chaminade High School, Mineola
Robert Craft, CIMA's AllianceBernstein Experience June 2000 - August 2013
Job Vice President: Regional Investment Consultant at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 2014 - Present
AllianceBernstein June 2000 - August 2013
Skills
Series 7, Series 63, Wealth Management..., Securities, Equities, Fixed Income, Investments, Investment Advisory, Management, Wealth Management, Portfolio Management, Alternative Investments, Financial Services, Investment Strategies
Education
Gettysburg College 1996 — 2000
2000, History and Political Science
St. Johns College High School 1995 — 1996
T. Rowe Price March 2014 - Present
AllianceBernstein June 2000 - August 2013
Skills
Series 7, Series 63, Wealth Management..., Securities, Equities, Fixed Income, Investments, Investment Advisory, Management, Wealth Management, Portfolio Management, Alternative Investments, Financial Services, Investment Strategies
Education
Gettysburg College 1996 — 2000
2000, History and Political Science
St. Johns College High School 1995 — 1996
Susan Çelaj's AllianceBernstein Experience January 2004 - June 2011
Job Senior Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
Brown Brothers Harriman June 2011 - September 2013
AllianceBernstein January 2004 - June 2011
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Mutual Funds, Alternative Investments, Derivatives, Asset Management, Securities, Corporate Actions, Bloomberg Terminal, Fund Accounting, Middle Office, Settlement, Capital Markets, Series 63, Series 7, Financial Services, Investment Management, Bonds
Education
Fordham University 1999 — 2003
Bachelor of Arts (B.A.)
JPMorgan Chase October 2013 - Present
Brown Brothers Harriman June 2011 - September 2013
AllianceBernstein January 2004 - June 2011
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Mutual Funds, Alternative Investments, Derivatives, Asset Management, Securities, Corporate Actions, Bloomberg Terminal, Fund Accounting, Middle Office, Settlement, Capital Markets, Series 63, Series 7, Financial Services, Investment Management, Bonds
Education
Fordham University 1999 — 2003
Bachelor of Arts (B.A.)
Jim Fagan's AllianceBernstein Experience August 2008 - May 2010
Job Market Leader at TD Wealth Management for high net worth individuals and foundations.
Industry Financial Services
Experience
TD Wealth Management November 2013 - Present
BNY Mellon May 2010 - October 2013
AllianceBernstein August 2008 - May 2010
Cross Pond Solutions January 2005 - July 2008
Bowne Global Solutions January 2001 - September 2005
RR Donnelley January 1994 - December 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Management, Risk Management
Education
Harvard Business School 2000 — 2000
AMP Certification, International Business
St. John's University, New York 1974 — 1975
Master of Arts (M.A.)
LeMoyne College, Syracuse 1969 — 1973
Bachelor of Arts (B.A.)
TD Wealth Management November 2013 - Present
BNY Mellon May 2010 - October 2013
AllianceBernstein August 2008 - May 2010
Cross Pond Solutions January 2005 - July 2008
Bowne Global Solutions January 2001 - September 2005
RR Donnelley January 1994 - December 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Management, Risk Management
Education
Harvard Business School 2000 — 2000
AMP Certification, International Business
St. John's University, New York 1974 — 1975
Master of Arts (M.A.)
LeMoyne College, Syracuse 1969 — 1973
Bachelor of Arts (B.A.)
Brian Paulson's AllianceBernstein Experience July 1998 - Present
Job Mutual Fund Wholesaler at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein July 1998 - Present
Education
Lehigh University - College of Business and Economics 1996 — 1998
Bachelor of Science (BS), Finance, General
Gettysburg College 1994 — 1995
AllianceBernstein July 1998 - Present
Education
Lehigh University - College of Business and Economics 1996 — 1998
Bachelor of Science (BS), Finance, General
Gettysburg College 1994 — 1995
Reese Huebsch's AllianceBernstein Experience June 2006 - June 2015
Job VP Security Operations Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2006 - June 2015
Skills
Risk Management, Operational Risk..., Vendor Management, Due Diligence, Management, Project Management
Education
Fordham University 2013 — 2015
Master of Business Administration (MBA)
The Citadel 1997 — 2001
Bachelor of Arts (BA), German Language and Literature
AllianceBernstein June 2006 - June 2015
Skills
Risk Management, Operational Risk..., Vendor Management, Due Diligence, Management, Project Management
Education
Fordham University 2013 — 2015
Master of Business Administration (MBA)
The Citadel 1997 — 2001
Bachelor of Arts (BA), German Language and Literature
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management