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
Daniel Nordby Daniel Nordby's AllianceBernstein Experience September 1996 - April 2007
Job Partner at Nordby/Rawley Productions
Industry Performing Arts
Experience
Nordby/Rawley Productions April 2007 - Present
AllianceBernstein September 1996 - April 2007
Skills
Asset Managment, Asset Management, Film Production, Hedge Funds, Asset Allocation, Investment Management, Screenwriting, Equities, Alternative Investments, Theatre
Education
Hennepin County Medical Center Paramedic Program 2013 — 2014
Paramedic, Emergency Medicine
Harvard University
MBA
University of Minnesota
Ph.D.
Nordby/Rawley Productions April 2007 - Present
AllianceBernstein September 1996 - April 2007
Skills
Asset Managment, Asset Management, Film Production, Hedge Funds, Asset Allocation, Investment Management, Screenwriting, Equities, Alternative Investments, Theatre
Education
Hennepin County Medical Center Paramedic Program 2013 — 2014
Paramedic, Emergency Medicine
Harvard University
MBA
University of Minnesota
Ph.D.
Archan Basu Archan Basu's AllianceBernstein Experience March 2009 - June 2011
Job Senior Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2013 - Present
J.P. Morgan June 2011 - May 2013
AllianceBernstein March 2009 - June 2011
Bernstein Global Wealth Management August 2004 - May 2011
LifeHarbor Inc. 2000 - 2004
Grantham, Mayo, Van Otterloo & Co 1999 - 2000
Barra Inc 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Harvard University 1989 — 1993
AB
Fidelity Investments June 2013 - Present
J.P. Morgan June 2011 - May 2013
AllianceBernstein March 2009 - June 2011
Bernstein Global Wealth Management August 2004 - May 2011
LifeHarbor Inc. 2000 - 2004
Grantham, Mayo, Van Otterloo & Co 1999 - 2000
Barra Inc 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Harvard University 1989 — 1993
AB
Enrico Lupo's AllianceBernstein Experience December 2005 - March 2007
Job Product Manager
Industry Banking
Experience
Citi April 2015 - Present
Citibank October 2010 - May 2015
Bloomberg July 2007 - October 2010
AllianceBernstein December 2005 - March 2007
Grupo Santander Brasil January 2005 - December 2005
Skills
Bloomberg, Derivatives, Credit, Fixed Income, Financial Markets, Excel, Customer Relations, English, Bloomberg Terminal, Sales Management, Negotiation, Microsoft Office, Bonds, Spanish, Emerging Markets, PowerPoint, Word, Investment Banking, Sales, Microsoft Excel, Portfolio Management, Customer Service, Valuation, Microsoft Word, Investments, Trading, Structured Finance, Mutual Funds, Capital Markets
Education
Ibmec 2009 — 2010
Postgraduation, Certificate in Financial Management
Universidade Paulista 2000 — 2005
Bacherol, Civil Engineer
Pueri Domus
Citi April 2015 - Present
Citibank October 2010 - May 2015
Bloomberg July 2007 - October 2010
AllianceBernstein December 2005 - March 2007
Grupo Santander Brasil January 2005 - December 2005
Skills
Bloomberg, Derivatives, Credit, Fixed Income, Financial Markets, Excel, Customer Relations, English, Bloomberg Terminal, Sales Management, Negotiation, Microsoft Office, Bonds, Spanish, Emerging Markets, PowerPoint, Word, Investment Banking, Sales, Microsoft Excel, Portfolio Management, Customer Service, Valuation, Microsoft Word, Investments, Trading, Structured Finance, Mutual Funds, Capital Markets
Education
Ibmec 2009 — 2010
Postgraduation, Certificate in Financial Management
Universidade Paulista 2000 — 2005
Bacherol, Civil Engineer
Pueri Domus
Richard Kozlowski Richard Kozlowski's AllianceBernstein Experience May 1999 - February 2004
Job Independent National Sales Director at BlackRock
Industry Investment Management
Experience
BlackRock June 2015 - Present
BlackRock January 2015 - May 2015
Deutsche Bank January 2008 - December 2014
Deutsche Bank February 2004 - January 2008
AllianceBernstein May 1999 - February 2004
Van Kampen Investments June 1994 - May 1999
Skills
Series 7, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Asset Management, Portfolio Management, Wealth Management, Securities
Education
Illinois Wesleyan University 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Kaneland High School 1986 — 1990
BlackRock June 2015 - Present
BlackRock January 2015 - May 2015
Deutsche Bank January 2008 - December 2014
Deutsche Bank February 2004 - January 2008
AllianceBernstein May 1999 - February 2004
Van Kampen Investments June 1994 - May 1999
Skills
Series 7, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Asset Management, Portfolio Management, Wealth Management, Securities
Education
Illinois Wesleyan University 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Kaneland High School 1986 — 1990
Jody Harvey, MBA's AllianceBernstein Experience 2000 - 2002
Job Director of Business Development at Supplylogix LLC
Industry Pharmaceuticals
Experience
Supplylogix LLC April 2014 - Present
Alcon Laboratories, Inc. May 2013 - April 2014
Novartis January 2013 - May 2013
Novartis June 2011 - May 2013
Novartis August 2006 - October 2011
The Staubach Company 2002 - 2006
AllianceBernstein 2000 - 2002
Skills
Cardiology, Rheumatology, Nephrology, Endocrinology, Internal Medicine, Sales Management, Neurology, Sales Skills Training, Data Analysis, Strategic Planning, Situational Leadership, Organizational Change, DISC, Coaching, Cross-functional Team..., Training & Development, Selling Skills, Change Management, Pharmaceutical Industry, Urology, Pharmaceutical Sales, Employee Training, Sales Effectiveness, Sales
Education
The University of Texas at Dallas - School of Management 2007 — 2010
MBA, Marketing & Organizational Behavior
Indiana University-Purdue University at Indianapolis 1995 — 1998
Information Technology
Supplylogix LLC April 2014 - Present
Alcon Laboratories, Inc. May 2013 - April 2014
Novartis January 2013 - May 2013
Novartis June 2011 - May 2013
Novartis August 2006 - October 2011
The Staubach Company 2002 - 2006
AllianceBernstein 2000 - 2002
Skills
Cardiology, Rheumatology, Nephrology, Endocrinology, Internal Medicine, Sales Management, Neurology, Sales Skills Training, Data Analysis, Strategic Planning, Situational Leadership, Organizational Change, DISC, Coaching, Cross-functional Team..., Training & Development, Selling Skills, Change Management, Pharmaceutical Industry, Urology, Pharmaceutical Sales, Employee Training, Sales Effectiveness, Sales
Education
The University of Texas at Dallas - School of Management 2007 — 2010
MBA, Marketing & Organizational Behavior
Indiana University-Purdue University at Indianapolis 1995 — 1998
Information Technology
Eric Traugott, MBA Eric Traugott, MBA's AllianceBernstein Experience June 2008 - January 2012
Job Director at Park Lexington Advisors
Industry Financial Services
Experience
ParkLexington Advisors, LLC June 2014 - Present
State Street March 2013 - May 2014
State Street January 2012 - March 2013
AllianceBernstein June 2008 - January 2012
AllianceBernstein June 2005 - June 2008
Skills
Derivatives, Business Analysis, Options, Process Improvement, Asset Management, Bloomberg, Accounting, SDLC, Access, Visio, Microsoft Word, Microsoft Excel, Change Management, Microsoft Office, PowerPoint, Word, Business Process..., Outlook, Financial Modeling
Education
Iona College 2005 — 2007
MBA, Financial Management
Providence College 2001 — 2005
BA, Math
Iona Prep 1997 — 2001
ParkLexington Advisors, LLC June 2014 - Present
State Street March 2013 - May 2014
State Street January 2012 - March 2013
AllianceBernstein June 2008 - January 2012
AllianceBernstein June 2005 - June 2008
Skills
Derivatives, Business Analysis, Options, Process Improvement, Asset Management, Bloomberg, Accounting, SDLC, Access, Visio, Microsoft Word, Microsoft Excel, Change Management, Microsoft Office, PowerPoint, Word, Business Process..., Outlook, Financial Modeling
Education
Iona College 2005 — 2007
MBA, Financial Management
Providence College 2001 — 2005
BA, Math
Iona Prep 1997 — 2001
Maria Ricci-Bizzaro's AllianceBernstein Experience August 2004 - September 2008
Job Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2013 - Present
KStone Partners LLC August 2012 - September 2013
Bloomberg June 2011 - July 2012
Instinet Corporation September 2008 - June 2011
AllianceBernstein August 2004 - September 2008
Oppenheimer & Co. August 2003 - May 2004
Fordham Financial August 2002 - May 2003
Skills
Series 63, Series 7, Equities, Alternative Investments, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Portfolio Management, Securities, Asset Management, Equity Research, Financial Advisory, Investment Strategies, Asset Allocation
Education
Saint John's University 1999 — 2001
BA, Philosophy
Hofstra University 1997 — 1999
New York Law School
Allianz Global Investors September 2013 - Present
KStone Partners LLC August 2012 - September 2013
Bloomberg June 2011 - July 2012
Instinet Corporation September 2008 - June 2011
AllianceBernstein August 2004 - September 2008
Oppenheimer & Co. August 2003 - May 2004
Fordham Financial August 2002 - May 2003
Skills
Series 63, Series 7, Equities, Alternative Investments, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Portfolio Management, Securities, Asset Management, Equity Research, Financial Advisory, Investment Strategies, Asset Allocation
Education
Saint John's University 1999 — 2001
BA, Philosophy
Hofstra University 1997 — 1999
New York Law School
Kyle DiGangi's AllianceBernstein Experience December 2014 - Present
Job Vice President, Counsel at AllianceBernstein
Industry Law Practice
Experience
AllianceBernstein December 2014 - Present
DLA Piper October 2012 - December 2014
St. John's University Securities Arbitration Clinic February 2012 - May 2012
U.S. Securities and Exchange Commission September 2011 - December 2011
DLA Piper June 2011 - August 2011
Honorable Judge Seybert September 2010 - November 2010
Honorable Judge Trust June 2010 - August 2010
Honorable Judge Winslow June 2010 - August 2010
AllianceBernstein June 2008 - August 2009
Skills
Litigation, Research, Writing
Education
Saint John's University School of Law 2009 — 2012
Doctor of Law (J.D.), Law, Magna Cum Laude
James Madison University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General, Magna Cum Laude
Smithtown High School
AllianceBernstein December 2014 - Present
DLA Piper October 2012 - December 2014
St. John's University Securities Arbitration Clinic February 2012 - May 2012
U.S. Securities and Exchange Commission September 2011 - December 2011
DLA Piper June 2011 - August 2011
Honorable Judge Seybert September 2010 - November 2010
Honorable Judge Trust June 2010 - August 2010
Honorable Judge Winslow June 2010 - August 2010
AllianceBernstein June 2008 - August 2009
Skills
Litigation, Research, Writing
Education
Saint John's University School of Law 2009 — 2012
Doctor of Law (J.D.), Law, Magna Cum Laude
James Madison University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General, Magna Cum Laude
Smithtown High School
Michael Foley Michael Foley's AllianceBernstein Experience May 2010 - May 2012
Job Managing Director, Head of US Pensions at BlackRock
Industry Investment Management
Experience
BlackRock May 2014 - Present
BlackRock April 2012 - May 2014
AllianceBernstein May 2010 - May 2012
AllianceBernstein September 2008 - May 2010
AllianceBernstein April 2007 - September 2008
AllianceBernstein January 2006 - April 2007
AllianceBernstein January 2004 - January 2006
Skills
Asset Management, Alternative Investments, Hedge Funds, Asset Allocation, Series 7, Investments, Equities, Fixed Income, Investment Strategies, Team Leadership, Business Development, Sales Management, Marketing Strategy, Strategic Planning, Mutual Funds, Portfolio Management, Investment Management, Asset Managment
Education
Harvard Business School
MBA, General Management
United States Military Academy at West Point
BS, Economics
BlackRock May 2014 - Present
BlackRock April 2012 - May 2014
AllianceBernstein May 2010 - May 2012
AllianceBernstein September 2008 - May 2010
AllianceBernstein April 2007 - September 2008
AllianceBernstein January 2006 - April 2007
AllianceBernstein January 2004 - January 2006
Skills
Asset Management, Alternative Investments, Hedge Funds, Asset Allocation, Series 7, Investments, Equities, Fixed Income, Investment Strategies, Team Leadership, Business Development, Sales Management, Marketing Strategy, Strategic Planning, Mutual Funds, Portfolio Management, Investment Management, Asset Managment
Education
Harvard Business School
MBA, General Management
United States Military Academy at West Point
BS, Economics
Kimberly Oliver Kimberly Oliver's AllianceBernstein Experience January 1997 - August 2003
Job Associate Director, Senior Registered Client Service Associate
Industry Financial Services
Experience
UBS Wealth Management December 2014 - Present
UBS Wealth Management December 2012 - December 2014
Morgan Stanley Wealth Management September 2007 - December 2012
Smith Barney June 2006 - September 2007
AllianceBernstein January 1997 - August 2003
Education
New York University 2000 — 2003
Master's Degree
State University of New York College at Brockport 1994 — 1996
Hofstra University 1992 — 1993
UBS Wealth Management December 2014 - Present
UBS Wealth Management December 2012 - December 2014
Morgan Stanley Wealth Management September 2007 - December 2012
Smith Barney June 2006 - September 2007
AllianceBernstein January 1997 - August 2003
Education
New York University 2000 — 2003
Master's Degree
State University of New York College at Brockport 1994 — 1996
Hofstra University 1992 — 1993
Galvin Chow Galvin Chow's AllianceBernstein Experience May 2011 - April 2014
Job Social Media Manager at Pop Chart Lab
Industry Design
Experience
Pop Chart Lab October 2013 - Present
AllianceBernstein May 2011 - April 2014
92nd Street Y February 2011 - May 2011
Mitchell & Titus, LLP July 2010 - December 2010
Citi September 2007 - November 2009
Skills
Blogging, Creative Writing, Proofreading, Copywriting, Copy Editing, Editing, Writing, Production Managment, Publishing, Facebook, Tumblr, Social Media, Adobe Creative Suite
Education
Haverford College 1998 — 2002
Bachelor of Arts (BA), East Asian Studies
International Christian University 2000 — 2001
Junior year abroad, Japanese Language and Literature
Wilson High School 1994 — 1998
Pop Chart Lab October 2013 - Present
AllianceBernstein May 2011 - April 2014
92nd Street Y February 2011 - May 2011
Mitchell & Titus, LLP July 2010 - December 2010
Citi September 2007 - November 2009
Skills
Blogging, Creative Writing, Proofreading, Copywriting, Copy Editing, Editing, Writing, Production Managment, Publishing, Facebook, Tumblr, Social Media, Adobe Creative Suite
Education
Haverford College 1998 — 2002
Bachelor of Arts (BA), East Asian Studies
International Christian University 2000 — 2001
Junior year abroad, Japanese Language and Literature
Wilson High School 1994 — 1998
Leah (Zamkow) Zygler's AllianceBernstein Experience 2010 - 2011
Job Vice President, High Net Worth Marketing at Neuberger Berman
Industry Marketing and Advertising
Experience
Neuberger Berman November 2013 - Present
HNW April 2011 - October 2013
AllianceBernstein 2010 - 2011
Marsh Private Client Services May 2009 - June 2010
Marsh Private Client Services March 2007 - April 2009
Marsh Private Client Services May 2005 - March 2007
Rubenstein Public Relations May 2004 - April 2005
Skills
Public Relations, Advertising, Event Planning, Direct Marketing, Sponsorship, Marketing Communications, Internal Communications, Email Marketing, Marketing Strategy, Media Relations, Corporate Communications, Social Media Marketing, Press Releases, Management, Integrated Marketing, Digital Marketing
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Arts, Journalism, concentration in advertising and communications
Neuberger Berman November 2013 - Present
HNW April 2011 - October 2013
AllianceBernstein 2010 - 2011
Marsh Private Client Services May 2009 - June 2010
Marsh Private Client Services March 2007 - April 2009
Marsh Private Client Services May 2005 - March 2007
Rubenstein Public Relations May 2004 - April 2005
Skills
Public Relations, Advertising, Event Planning, Direct Marketing, Sponsorship, Marketing Communications, Internal Communications, Email Marketing, Marketing Strategy, Media Relations, Corporate Communications, Social Media Marketing, Press Releases, Management, Integrated Marketing, Digital Marketing
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Arts, Journalism, concentration in advertising and communications
Jennifer Tierney Jennifer Tierney's AllianceBernstein Experience July 2010 - November 2013
Job 529 Product Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
AllianceBernstein July 2010 - November 2013
AllianceBernstein November 2005 - June 2010
New Jersey Devils May 2005 - November 2005
New York / New Jersey Xtreme- Professional Indoor Football (NIFL) October 2004 - May 2005
Skills
Series 63, 529 Plans, Series 6, Life, Health, &..., Mutual Funds, Separately Managed..., Investment Management, FINRA, Series 7
Education
James Madison University 2000 — 2004
Bachelor of Science (B.S.), Kinesiology
Morgan Stanley November 2013 - Present
AllianceBernstein July 2010 - November 2013
AllianceBernstein November 2005 - June 2010
New Jersey Devils May 2005 - November 2005
New York / New Jersey Xtreme- Professional Indoor Football (NIFL) October 2004 - May 2005
Skills
Series 63, 529 Plans, Series 6, Life, Health, &..., Mutual Funds, Separately Managed..., Investment Management, FINRA, Series 7
Education
James Madison University 2000 — 2004
Bachelor of Science (B.S.), Kinesiology
Kris Padier's AllianceBernstein Experience November 1991 - May 2005
Job Business System Analyst
Industry Construction
Experience
Bartlett Cocke General Contractors October 2007 - Present
ServiceMaster Clean August 2012 - January 2014
Mission Restaurant Supply January 2012 - December 2012
F.A. Nunnelly Co May 2005 - October 2007
AllianceBernstein November 1991 - May 2005
Skills
Photographer, Cake Decorator, Project Management, Team Building, Strategic Planning, Contract Negotiation, Microsoft Office, Process Scheduler, Project Planning, Budgets, Contract Management, Microsoft Excel, Training, Healthcare, Onboarding, Management, Customer Service, Sales, Microsoft Word, Leadership, Marketing, Social Media, PowerPoint, Outlook, Recruiting, Human Resources, Time Management, Process Improvement, Public Relations, Negotiation, Supervisory Skills, Employee Relations, Sales Management, Account Management, Customer Satisfaction, Event Planning, Marketing Strategy
Education
Kaplan University 2009 — 2012
Bachelor's of Science Business, Bachelor of Science Business
Washington Senior High 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Bartlett Cocke General Contractors October 2007 - Present
ServiceMaster Clean August 2012 - January 2014
Mission Restaurant Supply January 2012 - December 2012
F.A. Nunnelly Co May 2005 - October 2007
AllianceBernstein November 1991 - May 2005
Skills
Photographer, Cake Decorator, Project Management, Team Building, Strategic Planning, Contract Negotiation, Microsoft Office, Process Scheduler, Project Planning, Budgets, Contract Management, Microsoft Excel, Training, Healthcare, Onboarding, Management, Customer Service, Sales, Microsoft Word, Leadership, Marketing, Social Media, PowerPoint, Outlook, Recruiting, Human Resources, Time Management, Process Improvement, Public Relations, Negotiation, Supervisory Skills, Employee Relations, Sales Management, Account Management, Customer Satisfaction, Event Planning, Marketing Strategy
Education
Kaplan University 2009 — 2012
Bachelor's of Science Business, Bachelor of Science Business
Washington Senior High 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Sharon Fay's AllianceBernstein Experience
Job Head of Equities and CIO Global Value at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Investment Management, Investment Strategies, Equity Research, Portfolio Management, Mutual Funds, Investments, Asset Allocation, Capital Markets, Derivatives
Education
Harvard Business School 1985 — 1987
MBA
Brown University
Bachelor of Arts, Economis
AllianceBernstein
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Investment Management, Investment Strategies, Equity Research, Portfolio Management, Mutual Funds, Investments, Asset Allocation, Capital Markets, Derivatives
Education
Harvard Business School 1985 — 1987
MBA
Brown University
Bachelor of Arts, Economis
James Marullo James Marullo's AllianceBernstein Experience 2007 - 2010
Job Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group January 2015 - Present
The Blackstone Group January 2013 - Present
The Blackstone Group January 2012 - Present
The Blackstone Group April 2010 - January 2012
AllianceBernstein 2007 - 2010
Skills
Active Directory, Windows, Blackberry, Project Management, Apple, Technology Management, Executive Support, Microsoft Exchange, TCP/IP, Information Technology..., Troubleshooting, Problem Management, Incident Management, People Skills, IT Operations, Blackberry Enterprise..., Citrix, Data Center, Cisco IOS
Education
Johnson and Wales University 2002 — 2006
Bachelor of Science (B.S.), Electrical and Electronics Engineering
The Blackstone Group January 2015 - Present
The Blackstone Group January 2013 - Present
The Blackstone Group January 2012 - Present
The Blackstone Group April 2010 - January 2012
AllianceBernstein 2007 - 2010
Skills
Active Directory, Windows, Blackberry, Project Management, Apple, Technology Management, Executive Support, Microsoft Exchange, TCP/IP, Information Technology..., Troubleshooting, Problem Management, Incident Management, People Skills, IT Operations, Blackberry Enterprise..., Citrix, Data Center, Cisco IOS
Education
Johnson and Wales University 2002 — 2006
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Madelyn R. Miller Madelyn R. Miller's AllianceBernstein Experience March 2008 - September 2012
Job Global Wealth Management
Industry Financial Services
Experience
J. P. Morgan Securities LLC September 2012 - Present
AllianceBernstein March 2008 - September 2012
Caisse des dépôts 1991 - 1994
Bellemead Development Corporation 1983 - 1987
Salomon Brothers 1982 - 1982
PwC 1979 - 1981
Skills
Certificed Public..., Financial Services, Securities, Corporate Finance, High Net Worth..., Management, Accounting, Investments, Equities
Education
Harvard Business School 1981 — 1983
Masters in Business Administration, Finance and Real Estate
University of Pennsylvania - The Wharton School 1975 — 1979
Bachelor of Science in Economics, Accounting and Finance
J. P. Morgan Securities LLC September 2012 - Present
AllianceBernstein March 2008 - September 2012
Caisse des dépôts 1991 - 1994
Bellemead Development Corporation 1983 - 1987
Salomon Brothers 1982 - 1982
PwC 1979 - 1981
Skills
Certificed Public..., Financial Services, Securities, Corporate Finance, High Net Worth..., Management, Accounting, Investments, Equities
Education
Harvard Business School 1981 — 1983
Masters in Business Administration, Finance and Real Estate
University of Pennsylvania - The Wharton School 1975 — 1979
Bachelor of Science in Economics, Accounting and Finance
Eric Yeh's AllianceBernstein Experience June 2011 - June 2014
Job
Industry Investment Management
Experience
Coastal Management, LLC October 2014 - Present
AllianceBernstein June 2011 - June 2014
Tower Research Capital July 2008 - March 2011
Deutsche Bank April 2004 - July 2008
Morgan Stanley March 2000 - April 2004
Tudor Investment Corporation June 1998 - March 2000
Skills
Equities, Trading, Portfolio Management, Hedge Funds, Strategy, Quantitative Finance, Risk Management, Electronic Trading, Derivatives, Capital Markets, Fixed Income, Proprietary Trading, Trading Systems, Alternative Investments, Equity Derivatives, Credit Derivatives, Quantitative Strategies, Options, University Teaching, Nonprofits, Organizational...
Education
Harvard University 1997 — 1998
SM
Harvard University 1994 — 1998
AB
Coastal Management, LLC October 2014 - Present
AllianceBernstein June 2011 - June 2014
Tower Research Capital July 2008 - March 2011
Deutsche Bank April 2004 - July 2008
Morgan Stanley March 2000 - April 2004
Tudor Investment Corporation June 1998 - March 2000
Skills
Equities, Trading, Portfolio Management, Hedge Funds, Strategy, Quantitative Finance, Risk Management, Electronic Trading, Derivatives, Capital Markets, Fixed Income, Proprietary Trading, Trading Systems, Alternative Investments, Equity Derivatives, Credit Derivatives, Quantitative Strategies, Options, University Teaching, Nonprofits, Organizational...
Education
Harvard University 1997 — 1998
SM
Harvard University 1994 — 1998
AB
Lacey Kauzlarich Lacey Kauzlarich's AllianceBernstein Experience January 2013 - August 2013
Job Account Coordinator at onPeak
Industry Events Services
Experience
onPeak February 2014 - Present
AllianceBernstein January 2013 - August 2013
Manhattan Steakhouse & Central Park Banquet Hall 2007 - 2012
Jennifer Zabinski Events June 2011 - August 2011
Famous Footwear November 2009 - January 2011
Skills
Coordinating Events, Customer Service, Close Attention to..., Microsoft Office Suites, Social Media Management, Self-Motivated, Highly Organized, Team Oriented, Time Management, Flexible & Adaptive, Microsoft Office, Team-oriented
Education
Ithaca College 2009 — 2012
Bachelor of Science (BS), Integrated Marketing Communications
Centerville High School
Graduated
onPeak February 2014 - Present
AllianceBernstein January 2013 - August 2013
Manhattan Steakhouse & Central Park Banquet Hall 2007 - 2012
Jennifer Zabinski Events June 2011 - August 2011
Famous Footwear November 2009 - January 2011
Skills
Coordinating Events, Customer Service, Close Attention to..., Microsoft Office Suites, Social Media Management, Self-Motivated, Highly Organized, Team Oriented, Time Management, Flexible & Adaptive, Microsoft Office, Team-oriented
Education
Ithaca College 2009 — 2012
Bachelor of Science (BS), Integrated Marketing Communications
Centerville High School
Graduated
Mikhel Semple Mikhel Semple's AllianceBernstein Experience March 2007 - December 2007
Job Experienced Computer Scientist and Contractor
Industry Information Technology and Services
Experience
New York Presbyterian Hospital June 2011 - Present
Fujifilm Medical Systems September 2010 - November 2010
Xerox Corporation at Diversifed Investment Advisors December 2009 - January 2010
Mercy College August 2009 - September 2009
TowerGroup May 2009 - June 2009
Regeneron Pharmaceuticals January 2009 - January 2009
March of Dimes September 2008 - December 2008
Cavalry Portfolio Services March 2008 - April 2008
National Action Council for Minorities in Engineering January 2008 - January 2008
AllianceBernstein March 2007 - December 2007
Skills
SharePoint, Databases, CSS, Quality Assurance, Troubleshooting, Dreamweaver, Web Development, Outlook, Data Entry, Testing, Microsoft Office, Java, Web Design, Microsoft Excel, PowerPoint
Education
Westchester Community College 2009 — 2011
Certificate, Web Development for E-Commerce
Iona College 2001 — 2005
B.A., Computer Science
New York Presbyterian Hospital June 2011 - Present
Fujifilm Medical Systems September 2010 - November 2010
Xerox Corporation at Diversifed Investment Advisors December 2009 - January 2010
Mercy College August 2009 - September 2009
TowerGroup May 2009 - June 2009
Regeneron Pharmaceuticals January 2009 - January 2009
March of Dimes September 2008 - December 2008
Cavalry Portfolio Services March 2008 - April 2008
National Action Council for Minorities in Engineering January 2008 - January 2008
AllianceBernstein March 2007 - December 2007
Skills
SharePoint, Databases, CSS, Quality Assurance, Troubleshooting, Dreamweaver, Web Development, Outlook, Data Entry, Testing, Microsoft Office, Java, Web Design, Microsoft Excel, PowerPoint
Education
Westchester Community College 2009 — 2011
Certificate, Web Development for E-Commerce
Iona College 2001 — 2005
B.A., Computer Science
Herbert Fox Herbert Fox's AllianceBernstein Experience June 1998 - November 2008
Job Project Manager, Scrum Master, Lead Systems Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
MF Global October 2009 - November 2011
AllianceBernstein June 1998 - November 2008
Lehman Brothers Bank 1993 - 1996
Kidder Peabody & Co, Inc. 1984 - 1993
Morgan Stanley 1980 - 1984
Associated Dry Goods (Acquired by May Department Stores) June 1978 - June 1980
Harris Corporation 1976 - 1978
Skills
Trading, Asset Management, Equities, Portfolio Management, Derivatives, FX, Investments, Capital Markets, Risk Management, Securities, Compliance, Business Analysis, Vendor Management, Fixed Income, Trading Systems, Program Management, Financial Markets, SDLC, Process Improvement, Electronic Trading, Change Management, PMO, Visio, Commodities, Options, Hedge Funds, Team Leadership, Equity Trading, Wealth Management, Analysis, Risk, Problem Solving, Agile Project Management, Agile Modeling, Credit Derivatives, Collateral Management, Middle Office, Market Data, Investment Banking, Back Office, Bloomberg, Equity Derivatives, Structured Products, Prime Brokerage, Bonds, Alternative Investments, Order Management, Swaps, FX Options
Education
Hofstra University 1984 — 1992
BS, Business Computer Information Systems
TIAA-CREF January 2012 - Present
MF Global October 2009 - November 2011
AllianceBernstein June 1998 - November 2008
Lehman Brothers Bank 1993 - 1996
Kidder Peabody & Co, Inc. 1984 - 1993
Morgan Stanley 1980 - 1984
Associated Dry Goods (Acquired by May Department Stores) June 1978 - June 1980
Harris Corporation 1976 - 1978
Skills
Trading, Asset Management, Equities, Portfolio Management, Derivatives, FX, Investments, Capital Markets, Risk Management, Securities, Compliance, Business Analysis, Vendor Management, Fixed Income, Trading Systems, Program Management, Financial Markets, SDLC, Process Improvement, Electronic Trading, Change Management, PMO, Visio, Commodities, Options, Hedge Funds, Team Leadership, Equity Trading, Wealth Management, Analysis, Risk, Problem Solving, Agile Project Management, Agile Modeling, Credit Derivatives, Collateral Management, Middle Office, Market Data, Investment Banking, Back Office, Bloomberg, Equity Derivatives, Structured Products, Prime Brokerage, Bonds, Alternative Investments, Order Management, Swaps, FX Options
Education
Hofstra University 1984 — 1992
BS, Business Computer Information Systems
Matt Grumoli Matt Grumoli's AllianceBernstein Experience June 2014 - August 2014
Job Research Analyst at Susquehanna International Group
Industry Investment Management
Experience
Minutemen Equity Fund September 2012 - May 2015
AllianceBernstein June 2014 - August 2014
Hartford Investment Management May 2013 - August 2013
State Street September 2012 - May 2013
Berkshire Bank June 2012 - August 2012
Longmeadow Country Club April 2007 - June 2012
Skills
Bloomberg Terminal, Equity Research, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Equities, Bloomberg, Mutual Funds, Economics, Equity Valuation, Data Analysis, Valuation, Analysis, Statistics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Economics
Universitat Autònoma de Barcelona 2013 — 2013
Longmeadow High School 2007 — 2011
Minutemen Equity Fund September 2012 - May 2015
AllianceBernstein June 2014 - August 2014
Hartford Investment Management May 2013 - August 2013
State Street September 2012 - May 2013
Berkshire Bank June 2012 - August 2012
Longmeadow Country Club April 2007 - June 2012
Skills
Bloomberg Terminal, Equity Research, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Equities, Bloomberg, Mutual Funds, Economics, Equity Valuation, Data Analysis, Valuation, Analysis, Statistics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Economics
Universitat Autònoma de Barcelona 2013 — 2013
Longmeadow High School 2007 — 2011
Harry Hummel Harry Hummel's AllianceBernstein Experience June 2007 - December 2008
Job Principal at Event Horizon Capital
Industry Capital Markets
Experience
Event Horizon Capital January 2010 - Present
Event Horizon Capital January 2010 - Present
AllianceBernstein June 2007 - December 2008
Bank of America January 2006 - June 2007
MBNA June 2004 - December 2005
Insight Venture Partners November 2000 - November 2002
Component Software 1997 - 1999
McKinsey & Company March 1992 - July 1997
Skills
Financial Analysis, Management Consulting, Software Development, Hedge Funds, Equities, Financial Modeling, Equity Research, Investments, Business Development, Portfolio Management, Strategy, Venture Capital, Investment Strategies, Investment Management, Alternative Investments, Trading Strategies, Asset Management
Education
Harvard University 1985 — 1992
Ph.D., Chemical Physics
Harvard University 1981 — 1984
A.M., Earth and Planetary Sciences
Yale University 1976 — 1980
B.S., Geology & Geophysics
Event Horizon Capital January 2010 - Present
Event Horizon Capital January 2010 - Present
AllianceBernstein June 2007 - December 2008
Bank of America January 2006 - June 2007
MBNA June 2004 - December 2005
Insight Venture Partners November 2000 - November 2002
Component Software 1997 - 1999
McKinsey & Company March 1992 - July 1997
Skills
Financial Analysis, Management Consulting, Software Development, Hedge Funds, Equities, Financial Modeling, Equity Research, Investments, Business Development, Portfolio Management, Strategy, Venture Capital, Investment Strategies, Investment Management, Alternative Investments, Trading Strategies, Asset Management
Education
Harvard University 1985 — 1992
Ph.D., Chemical Physics
Harvard University 1981 — 1984
A.M., Earth and Planetary Sciences
Yale University 1976 — 1980
B.S., Geology & Geophysics
Julia Iodice Julia Iodice's AllianceBernstein Experience June 2008 - July 2010
Job Senior Examiner at Financial Industry Regulatory Authority
Industry Law Practice
Experience
Financial Industry Regulatory Authority November 2013 - Present
Gana LLP September 2013 - November 2013
NYC Conflicts of Interest Board January 2013 - May 2013
US Securities and Exchange Commission May 2012 - November 2012
New York City Criminal Court, Honorable Felicia Mennin June 2011 - August 2011
AllianceBernstein June 2008 - July 2010
Skills
Legal Writing, Westlaw, Research, Legal Research, Courts, Securities, Lexis, Corporate Law, Commercial Litigation, Corporate Governance, Mediation, Securities Regulation, LexisNexis
Education
St. John's University School of Law 2010 — 2013
Doctor of Law (J.D.)
Haverford College 2004 — 2008
BA, Classics
Financial Industry Regulatory Authority November 2013 - Present
Gana LLP September 2013 - November 2013
NYC Conflicts of Interest Board January 2013 - May 2013
US Securities and Exchange Commission May 2012 - November 2012
New York City Criminal Court, Honorable Felicia Mennin June 2011 - August 2011
AllianceBernstein June 2008 - July 2010
Skills
Legal Writing, Westlaw, Research, Legal Research, Courts, Securities, Lexis, Corporate Law, Commercial Litigation, Corporate Governance, Mediation, Securities Regulation, LexisNexis
Education
St. John's University School of Law 2010 — 2013
Doctor of Law (J.D.)
Haverford College 2004 — 2008
BA, Classics
Filomena Cambareri Rizzo Filomena Cambareri Rizzo's AllianceBernstein Experience 2006 - 2008
Job Client Reporting Analyst
Industry Investment Management
Experience
PineBridge Investments 2010 - 2011
AllianceBernstein 2006 - 2008
Education
Hofstra University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Computer Information Sysytems
PineBridge Investments 2010 - 2011
AllianceBernstein 2006 - 2008
Education
Hofstra University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Computer Information Sysytems
Vinod Chathlani's AllianceBernstein Experience December 2013 - Present
Job AVP Dynamic Asset Allocation at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein December 2013 - Present
Reliance Communications May 2009 - September 2011
IL&FS Engineering & Construction Company April 2008 - March 2009
Skills
Analytics, Financial Analysis, Research, Matlab, Time Series Analysis, Options, Stochastic Calculus, Portfolio Optimization, Quantitative Finance, Quantitative Modeling, Quantitative Analysis, Econometric Modeling, Derivatives, Fixed Income, SAS, C++, Asset Managment, Quantitative Analytics, Financial Modeling, Asset Management
Education
University of California, Los Angeles 2012 — 2012
Master of Financial Engineering, Finance
Indian School of Business 2007 — 2008
MBA (PGDM)
AllianceBernstein December 2013 - Present
Reliance Communications May 2009 - September 2011
IL&FS Engineering & Construction Company April 2008 - March 2009
Skills
Analytics, Financial Analysis, Research, Matlab, Time Series Analysis, Options, Stochastic Calculus, Portfolio Optimization, Quantitative Finance, Quantitative Modeling, Quantitative Analysis, Econometric Modeling, Derivatives, Fixed Income, SAS, C++, Asset Managment, Quantitative Analytics, Financial Modeling, Asset Management
Education
University of California, Los Angeles 2012 — 2012
Master of Financial Engineering, Finance
Indian School of Business 2007 — 2008
MBA (PGDM)
Michael Adler, CFA Michael Adler, CFA's AllianceBernstein Experience October 2004 - November 2006
Job Economic and Regulatory Capital at Depository Trust & Clearing Corporation
Industry Banking
Experience
Depository Trust & Clearing Corporation August 2013 - Present
Federal Home Loan Bank of New York July 2009 - August 2013
Sumitomo Mitsui Banking Corporation November 2006 - June 2009
AllianceBernstein October 2004 - November 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Portfolio Management, Finance, Credit, Loans, Cash Flow, Valuation, Bloomberg, Asset Management, Credit Risk, Risk Management, Banking, Strategic Financial..., Credit Analysis, Analysis, Capital Markets, Commercial Banking, Derivatives, Due Diligence, Equities, Financial Markets, Financial Risk, Fixed Income, Trading, Structured Finance, Mergers, Investments, Hedge Funds
Education
University at Buffalo 1999 — 2004
B.S., Finance, International Business, Japanese
国際基督教大学 2001 — 2002
Depository Trust & Clearing Corporation August 2013 - Present
Federal Home Loan Bank of New York July 2009 - August 2013
Sumitomo Mitsui Banking Corporation November 2006 - June 2009
AllianceBernstein October 2004 - November 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Portfolio Management, Finance, Credit, Loans, Cash Flow, Valuation, Bloomberg, Asset Management, Credit Risk, Risk Management, Banking, Strategic Financial..., Credit Analysis, Analysis, Capital Markets, Commercial Banking, Derivatives, Due Diligence, Equities, Financial Markets, Financial Risk, Fixed Income, Trading, Structured Finance, Mergers, Investments, Hedge Funds
Education
University at Buffalo 1999 — 2004
B.S., Finance, International Business, Japanese
国際基督教大学 2001 — 2002
Spencer M. Ross Spencer M. Ross's AllianceBernstein Experience June 2008 - October 2008
Job Assistant Professor of Marketing at UMass Lowell
Industry Marketing and Advertising
Experience
University of Massachusetts Lowell August 2015 - Present
Suffolk University July 2014 - June 2015
Simmons School of Management July 2013 - June 2014
University of Massachusetts Amherst September 2009 - May 2013
AllianceBernstein June 2008 - October 2008
AllianceBernstein September 2007 - May 2008
AllianceBernstein June 2007 - August 2007
NewAlliance Bank September 2004 - August 2006
McGill Tribune Newspaper September 2003 - April 2004
Savings Bank of Manchester August 2001 - September 2003
Skills
Research, Marketing, Social Media, Market Research, Microsoft Office, Microsoft Excel, Marketing Communications, PowerPoint, Social Media Marketing, Data Analysis, Marketing Research, Editing, SPSS, Public Relations, Microsoft Word, Social Networking, Online Advertising, Nonprofits, Marketing Strategy, Strategy
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Ph.D., Marketing
Saint John's University 2006 — 2008
M.B.A., International Business, Marketing
McGill University 2000 — 2004
B.A., Political Science, French Language and Literature
University of Massachusetts Lowell August 2015 - Present
Suffolk University July 2014 - June 2015
Simmons School of Management July 2013 - June 2014
University of Massachusetts Amherst September 2009 - May 2013
AllianceBernstein June 2008 - October 2008
AllianceBernstein September 2007 - May 2008
AllianceBernstein June 2007 - August 2007
NewAlliance Bank September 2004 - August 2006
McGill Tribune Newspaper September 2003 - April 2004
Savings Bank of Manchester August 2001 - September 2003
Skills
Research, Marketing, Social Media, Market Research, Microsoft Office, Microsoft Excel, Marketing Communications, PowerPoint, Social Media Marketing, Data Analysis, Marketing Research, Editing, SPSS, Public Relations, Microsoft Word, Social Networking, Online Advertising, Nonprofits, Marketing Strategy, Strategy
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Ph.D., Marketing
Saint John's University 2006 — 2008
M.B.A., International Business, Marketing
McGill University 2000 — 2004
B.A., Political Science, French Language and Literature
Melissa Gillert Melissa Gillert's AllianceBernstein Experience October 2010 - April 2012
Job Principal Consultant in Professional Services at SuccessFactors
Industry Computer Software
Experience
SuccessFactors April 2012 - Present
AllianceBernstein October 2010 - April 2012
Starwood Hotels and Resorts Worldwide September 2007 - October 2010
Citi June 2002 - September 2007
Education
Ithaca College 1998 — 2002
BS
Quinlan School of Business, Loyola University Chicago
MBA
SuccessFactors April 2012 - Present
AllianceBernstein October 2010 - April 2012
Starwood Hotels and Resorts Worldwide September 2007 - October 2010
Citi June 2002 - September 2007
Education
Ithaca College 1998 — 2002
BS
Quinlan School of Business, Loyola University Chicago
MBA
Michael Durso, CFA Michael Durso, CFA's AllianceBernstein Experience July 2006 - March 2009
Job Relationship Management at SKY Harbor Capital Management, LLC
Industry Financial Services
Experience
SKY Harbor Capital Management, LLC July 2014 - Present
BlackRock October 2012 - July 2014
BlackRock January 2011 - November 2012
BlackRock December 2009 - January 2011
Barclays Global Investors March 2009 - December 2009
AllianceBernstein July 2006 - March 2009
Skills
Institutional, Bloomberg, Series 7, Mutual Funds, ETFs, Series 63, Pensions, Alternative Investments, Fixed Income, Portfolio Management, Investments, Bloomberg Terminal, Hedge Funds, Equities, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Due Diligence
Education
James Madison University 2002 — 2006
BA, Finance, Marketing
James Madison University - College of Business 2002 — 2006
BA, Finance
Christian Brothers Academy 1998 — 2002
SKY Harbor Capital Management, LLC July 2014 - Present
BlackRock October 2012 - July 2014
BlackRock January 2011 - November 2012
BlackRock December 2009 - January 2011
Barclays Global Investors March 2009 - December 2009
AllianceBernstein July 2006 - March 2009
Skills
Institutional, Bloomberg, Series 7, Mutual Funds, ETFs, Series 63, Pensions, Alternative Investments, Fixed Income, Portfolio Management, Investments, Bloomberg Terminal, Hedge Funds, Equities, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Due Diligence
Education
James Madison University 2002 — 2006
BA, Finance, Marketing
James Madison University - College of Business 2002 — 2006
BA, Finance
Christian Brothers Academy 1998 — 2002
Richard Davies Richard Davies's AllianceBernstein Experience June 2008 - February 2010
Job Senior Managing Director Defined Contribution and CoHead North America at AllianceBernstein Institutional Investments
Industry Investment Management
Experience
AB August 2015 - Present
Russell Investments May 2011 - December 2013
AllianceBernstein Investments March 2010 - May 2011
AllianceBernstein June 2008 - February 2010
AllianceBernstein Institutional Investments 2006 - 2008
AllianceBernstein Investments 2004 - 2006
Alliance Fund Distributors 1995 - 2004
First Chicago 1989 - 1995
The Boston Consulting Group September 1983 - May 1989
Procter & Gamble 1979 - 1981
Skills
Annuities, Mutual Funds, Investments, 401k, Pensions, Institutional, Asset Allocation, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Series 7, Retirement, Equities, Series 63, Fixed Annuities, Asset Managment, Wealth Management..., Hedge Funds, Portfolio Management, Fixed Income, Institutional..., Bloomberg, Defined Contribution, Investment Advisory, Defined Benefit, Series 24, Insurance, FINRA, Separately Managed..., Investor Relations, ETFs, Securities, Wealth Management, Bonds, Capital Markets, Financial Services, Fund Of Funds, Financial Advisory, Equity Research, Series 65, Series 6, Retirement Planning
Education
Harvard Business School 1981 — 1983
MBA
University of Wisconsin-Madison 1974 — 1979
BA, Economics
AB August 2015 - Present
Russell Investments May 2011 - December 2013
AllianceBernstein Investments March 2010 - May 2011
AllianceBernstein June 2008 - February 2010
AllianceBernstein Institutional Investments 2006 - 2008
AllianceBernstein Investments 2004 - 2006
Alliance Fund Distributors 1995 - 2004
First Chicago 1989 - 1995
The Boston Consulting Group September 1983 - May 1989
Procter & Gamble 1979 - 1981
Skills
Annuities, Mutual Funds, Investments, 401k, Pensions, Institutional, Asset Allocation, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Series 7, Retirement, Equities, Series 63, Fixed Annuities, Asset Managment, Wealth Management..., Hedge Funds, Portfolio Management, Fixed Income, Institutional..., Bloomberg, Defined Contribution, Investment Advisory, Defined Benefit, Series 24, Insurance, FINRA, Separately Managed..., Investor Relations, ETFs, Securities, Wealth Management, Bonds, Capital Markets, Financial Services, Fund Of Funds, Financial Advisory, Equity Research, Series 65, Series 6, Retirement Planning
Education
Harvard Business School 1981 — 1983
MBA
University of Wisconsin-Madison 1974 — 1979
BA, Economics
Joseph Kolinsky's AllianceBernstein Experience 1998 - 2003
Job Compliance Officer at Water Island Capital, LLC
Industry Financial Services
Experience
Water Island Capital, LLC March 2014 - Present
MetLife January 2011 - February 2014
Zweig-DiMenna February 2005 - December 2010
PricewaterhouseCoopers 2004 - 2005
AllianceBernstein 1998 - 2003
The Bank of New York 1995 - 1998
Skills
Mutual Funds, AML, Hedge Funds, Securities, Asset Managment, Equities, Fixed Income, Broker-Dealer, Capital Markets, Risk Management, Due Diligence, Alternative Investments, Derivatives, Investment Management, Investments, Financial Services, Bloomberg, Financial Risk, KYC, Finance, Series 24, Internal Audit, Portfolio Management, Auditing, Financial Analysis, Asset Management
Education
Iona College 1989 — 1992
BA
Fordham Prep 1984 — 1988
High School Diploma
Water Island Capital, LLC March 2014 - Present
MetLife January 2011 - February 2014
Zweig-DiMenna February 2005 - December 2010
PricewaterhouseCoopers 2004 - 2005
AllianceBernstein 1998 - 2003
The Bank of New York 1995 - 1998
Skills
Mutual Funds, AML, Hedge Funds, Securities, Asset Managment, Equities, Fixed Income, Broker-Dealer, Capital Markets, Risk Management, Due Diligence, Alternative Investments, Derivatives, Investment Management, Investments, Financial Services, Bloomberg, Financial Risk, KYC, Finance, Series 24, Internal Audit, Portfolio Management, Auditing, Financial Analysis, Asset Management
Education
Iona College 1989 — 1992
BA
Fordham Prep 1984 — 1988
High School Diploma
Albert Abbatiello, MBA Albert Abbatiello, MBA's AllianceBernstein Experience August 2011 - November 2011
Job Management Information Reporting at Noble Americas Corp.
Industry Financial Services
Experience
Noble Americas Corp. November 2014 - Present
Morgan Stanley Wealth Management August 2013 - November 2014
Morgan Stanley November 2011 - August 2013
AllianceBernstein August 2011 - November 2011
Chase Bank 2010 - March 2011
Skills
Financial Modeling, Financial Analysis, Fixed Income, Financial Accounting, Financial Services, Budgeting, Bloomberg, Customer Relations, Vlookup, Pivot Tables, Sales, Microsoft Office, Excel, Word, Access, PowerPoint, Accounts Receivable, Essbase, Mas 90, Forecasting, General Ledger, Metrics, Asset Management, Billing Process, Accounting
Education
Iona College 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Iona College 2004 — 2008
BBA, Finance
Noble Americas Corp. November 2014 - Present
Morgan Stanley Wealth Management August 2013 - November 2014
Morgan Stanley November 2011 - August 2013
AllianceBernstein August 2011 - November 2011
Chase Bank 2010 - March 2011
Skills
Financial Modeling, Financial Analysis, Fixed Income, Financial Accounting, Financial Services, Budgeting, Bloomberg, Customer Relations, Vlookup, Pivot Tables, Sales, Microsoft Office, Excel, Word, Access, PowerPoint, Accounts Receivable, Essbase, Mas 90, Forecasting, General Ledger, Metrics, Asset Management, Billing Process, Accounting
Education
Iona College 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Iona College 2004 — 2008
BBA, Finance
Robert S. De Leon's AllianceBernstein Experience June 2002 - September 2007
Job General Counsel & Chief Compliance Officer at Rimrock Capital Management, LLC
Industry Legal Services
Experience
Rimrock Capital Management, LLC January 2014 - Present
Self-Employed May 2013 - December 2013
Tradewinds Global Investors, LLC November 2010 - September 2012
Covariance Capital Management (a unit of TIAA-CREF) June 2010 - November 2010
TIAA-CREF September 2007 - November 2010
AllianceBernstein June 2002 - September 2007
Hold Brothers On-line Investment Services, LLC 2001 - 2002
US Securities and Exchange Commission 1998 - 2001
Proskauer Rose LLP 1995 - 1998
Pillsbury Winthrop Shaw Pittman 1990 - 1995
Skills
Corporate Law, Securities Regulation, Investment Management, Hedge Funds, Separately Managed..., Mutual Funds, Asset Managment, Investment Company Act, SEC filings, Banking Law, Mergers and Acquisitions, Sales and Marketing..., International..., ERISA, Compliance, UCITS, Brokerage, Securities Litigation, High-Tech Industry, Alternative Investments, Investments, Asset Management, mergers and acquisitions, Equities, SEC Filings, Mergers & Acquisitions, Due Diligence, Securities, Litigation
Education
Harvard Law School 1987 — 1990
J.D., Law
Rutgers College 1983 — 1987
B.A., History/Political Science
Rimrock Capital Management, LLC January 2014 - Present
Self-Employed May 2013 - December 2013
Tradewinds Global Investors, LLC November 2010 - September 2012
Covariance Capital Management (a unit of TIAA-CREF) June 2010 - November 2010
TIAA-CREF September 2007 - November 2010
AllianceBernstein June 2002 - September 2007
Hold Brothers On-line Investment Services, LLC 2001 - 2002
US Securities and Exchange Commission 1998 - 2001
Proskauer Rose LLP 1995 - 1998
Pillsbury Winthrop Shaw Pittman 1990 - 1995
Skills
Corporate Law, Securities Regulation, Investment Management, Hedge Funds, Separately Managed..., Mutual Funds, Asset Managment, Investment Company Act, SEC filings, Banking Law, Mergers and Acquisitions, Sales and Marketing..., International..., ERISA, Compliance, UCITS, Brokerage, Securities Litigation, High-Tech Industry, Alternative Investments, Investments, Asset Management, mergers and acquisitions, Equities, SEC Filings, Mergers & Acquisitions, Due Diligence, Securities, Litigation
Education
Harvard Law School 1987 — 1990
J.D., Law
Rutgers College 1983 — 1987
B.A., History/Political Science
Heather (Wiley) Davis's AllianceBernstein Experience May 2001 - November 2008
Job Key Account Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard July 2012 - Present
GMO March 2011 - June 2012
Longview Partners May 2009 - February 2011
AllianceBernstein May 2001 - November 2008
Skills
Asset Management, Wealth Management, Asset Managment, Investments, Alternative Investments, CRM, Pensions, Management, Series 63, Series 7
Education
Indiana University - Kelley School of Business 1997 — 2001
Bachelor of Science, Finance
Vanguard July 2012 - Present
GMO March 2011 - June 2012
Longview Partners May 2009 - February 2011
AllianceBernstein May 2001 - November 2008
Skills
Asset Management, Wealth Management, Asset Managment, Investments, Alternative Investments, CRM, Pensions, Management, Series 63, Series 7
Education
Indiana University - Kelley School of Business 1997 — 2001
Bachelor of Science, Finance
Heath Grossman, CFP® Heath Grossman, CFP®'s AllianceBernstein Experience July 2007 - September 2009
Job Financial Advisor at Johnson Brunetti
Industry Financial Services
Experience
Johnson Brunetti May 2012 - Present
The Hartford May 2011 - May 2012
Standard & Poor's February 2010 - May 2011
AllianceBernstein July 2007 - September 2009
Morgan Stanley March 2005 - February 2007
LMB Advisors March 2003 - January 2005
Phoenix Life Insurance Company April 2001 - February 2003
American Express Financial Advisors April 2000 - March 2001
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Product Management, Investments, Relationship Management, Finance, Series 7, Series 63, Financial Services, Fixed Income, Securities, Financial Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Equities, Asset Management, Investment Management
Education
New York University
Certificate in Financial Planning
James Madison University
Mass Communication; English
Rockville High School
Johnson Brunetti May 2012 - Present
The Hartford May 2011 - May 2012
Standard & Poor's February 2010 - May 2011
AllianceBernstein July 2007 - September 2009
Morgan Stanley March 2005 - February 2007
LMB Advisors March 2003 - January 2005
Phoenix Life Insurance Company April 2001 - February 2003
American Express Financial Advisors April 2000 - March 2001
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Product Management, Investments, Relationship Management, Finance, Series 7, Series 63, Financial Services, Fixed Income, Securities, Financial Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Equities, Asset Management, Investment Management
Education
New York University
Certificate in Financial Planning
James Madison University
Mass Communication; English
Rockville High School
Maggie Couture Maggie Couture's AllianceBernstein Experience 2007 - 2008
Job Private Events Manager at Catalyst Restaurant
Industry Hospitality
Experience
Catalyst Restaurant April 2014 - Present
American Express September 2012 - April 2014
Provincetown Film Festival 2012 - 2012
Tribeca Film Festival 2010 - 2012
Twist 2010 - 2012
Log Cabin Delaney House 2009 - 2012
AllianceBernstein 2007 - 2008
French Ministry of Education 2006 - 2007
Eaton Vance 2006 - 2006
State Street 2004 - 2006
Skills
Event Management, Event Sales, Event Planning, Customer Service, Relationship Building, Relationship Management, Public Speaking, Blogging, Social Media, Microsoft Office, Micros, InDesign, French, Delphi, Sponsorship, Creative Writing, Budget Management, Public Relations Skills, Travel, HTML, Photoshop, Event booking software, Open Table, Cross-cultural..., Accounting, Sabre, Travel consulting, Leisure Travel, Press releases, Constant Contact
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Certificate, Event Management, GPA 4.0
Alliance Francaise Paris 2009 — 2009
French language, Level B2
Saint Anselm College 2000 — 2004
Bachelor of Arts, Business
Catalyst Restaurant April 2014 - Present
American Express September 2012 - April 2014
Provincetown Film Festival 2012 - 2012
Tribeca Film Festival 2010 - 2012
Twist 2010 - 2012
Log Cabin Delaney House 2009 - 2012
AllianceBernstein 2007 - 2008
French Ministry of Education 2006 - 2007
Eaton Vance 2006 - 2006
State Street 2004 - 2006
Skills
Event Management, Event Sales, Event Planning, Customer Service, Relationship Building, Relationship Management, Public Speaking, Blogging, Social Media, Microsoft Office, Micros, InDesign, French, Delphi, Sponsorship, Creative Writing, Budget Management, Public Relations Skills, Travel, HTML, Photoshop, Event booking software, Open Table, Cross-cultural..., Accounting, Sabre, Travel consulting, Leisure Travel, Press releases, Constant Contact
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Certificate, Event Management, GPA 4.0
Alliance Francaise Paris 2009 — 2009
French language, Level B2
Saint Anselm College 2000 — 2004
Bachelor of Arts, Business
Chris Obuck's AllianceBernstein Experience September 2001 - July 2006
Job Account and Client Management | Project Delivery
Industry Internet
Experience
Replay Creative November 2014 - Present
Eastern Mountain Sports June 2014 - Present
Meetup Groups January 2010 - Present
ADP March 2014 - May 2014
Independent Consultant March 2013 - February 2014
charitybuzz April 2012 - September 2012
Companies in Metro NYC area April 2007 - March 2012
McGraw-Hill Companies August 2006 - April 2007
AllianceBernstein September 2001 - July 2006
Consultant January 2000 - August 2001
Skills
Project Management, Account Management, Client Services, Agile Project Management, Email Marketing, Integrated Marketing, User Experience, Digital Strategy, Web Analytics, Social Media, CMS, Digital Media, Digital Marketing, Content Management, Web Development, Marketing, Advertising, Analytics, Mobile Marketing, E-commerce
Education
Ithaca College 1992 — 1996
B.S.
Pleasantville High School 1988 — 1992
Diploma
Replay Creative November 2014 - Present
Eastern Mountain Sports June 2014 - Present
Meetup Groups January 2010 - Present
ADP March 2014 - May 2014
Independent Consultant March 2013 - February 2014
charitybuzz April 2012 - September 2012
Companies in Metro NYC area April 2007 - March 2012
McGraw-Hill Companies August 2006 - April 2007
AllianceBernstein September 2001 - July 2006
Consultant January 2000 - August 2001
Skills
Project Management, Account Management, Client Services, Agile Project Management, Email Marketing, Integrated Marketing, User Experience, Digital Strategy, Web Analytics, Social Media, CMS, Digital Media, Digital Marketing, Content Management, Web Development, Marketing, Advertising, Analytics, Mobile Marketing, E-commerce
Education
Ithaca College 1992 — 1996
B.S.
Pleasantville High School 1988 — 1992
Diploma
Giancarlo Cordon Giancarlo Cordon's AllianceBernstein Experience October 2012 - Present
Job Audio Visual Technician at AllianceBernstein
Industry Information Technology and Services
Experience
AllianceBernstein October 2012 - Present
The Experts December 2011 - November 2012
ieSmartSystems, L.L.C. July 2011 - November 2011
Kean University February 2006 - June 2011
Skills
Audio Visual Support, Audio Visual Integration, Video Conferencing, Teleconferencing, Conference Support, Audio Engineering, Audio Editing, Desktop Application..., Computer Maintenance, AV, Digital Signage, Audio Conferencing, Extron, Crestron, Tandberg
Education
Institute of Audio Research 2003 — 2004
Post Production / Live Sound
Elizabeth High School 1997 — 2001
AllianceBernstein October 2012 - Present
The Experts December 2011 - November 2012
ieSmartSystems, L.L.C. July 2011 - November 2011
Kean University February 2006 - June 2011
Skills
Audio Visual Support, Audio Visual Integration, Video Conferencing, Teleconferencing, Conference Support, Audio Engineering, Audio Editing, Desktop Application..., Computer Maintenance, AV, Digital Signage, Audio Conferencing, Extron, Crestron, Tandberg
Education
Institute of Audio Research 2003 — 2004
Post Production / Live Sound
Elizabeth High School 1997 — 2001
Derek Huang Derek Huang's AllianceBernstein Experience July 2014 - August 2014
Job Student at University of California, Los Angeles
Industry Investment Banking
Experience
Pacific Oak, LLC July 2015 - September 2015
AllianceBernstein July 2014 - August 2014
UCLA April 2014 - June 2014
UCLA April 2014 - June 2014
BNP Paribas Cardif July 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Critical Thinking, Market Research, Data Analysis, Communication, Teamwork, Leadership, Microsoft Excel, Competitor Analysis, Time Management, Public Speaking
Education
University of California, Los Angeles 2013 — 2015
Bachelor's Degree, Economics
Udemy 2015 — 2015
Complete Investment Banking Training, Finance
Udemy 2015 — 2015
Excel for Investment Banking by Wall Street Prep, Microsoft Excel
OpenDoor 2014 — 2014
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
Irvine Valley College 2011 — 2013
Associate's Degree, Business Administration and Management, General, 3.89
Pacific Oak, LLC July 2015 - September 2015
AllianceBernstein July 2014 - August 2014
UCLA April 2014 - June 2014
UCLA April 2014 - June 2014
BNP Paribas Cardif July 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Critical Thinking, Market Research, Data Analysis, Communication, Teamwork, Leadership, Microsoft Excel, Competitor Analysis, Time Management, Public Speaking
Education
University of California, Los Angeles 2013 — 2015
Bachelor's Degree, Economics
Udemy 2015 — 2015
Complete Investment Banking Training, Finance
Udemy 2015 — 2015
Excel for Investment Banking by Wall Street Prep, Microsoft Excel
OpenDoor 2014 — 2014
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
Irvine Valley College 2011 — 2013
Associate's Degree, Business Administration and Management, General, 3.89
Shirali Acosta's AllianceBernstein Experience 2005 - 2006
Job
Industry Human Resources
Experience
BTG Pactual 2009 - Present
Hypo Real Estate Capital / Depfa Bank 2006 - 2009
AllianceBernstein 2005 - 2006
Aeon 2003 - 2004
Penguin Group USA January 2000 - November 2003
Cambridge Ellis School 1998 - 1999
Skills
Human Resources, Personnel Management, Talent Management, Organizational..., Performance Management, Employee Benefits, Onboarding, Employee Engagement, Employee Relations, HR Consulting, Employee Handbooks, Strategic Human..., Corporate Culture, Change Management, Restructuring, Fluent in English, Fluent in Spanish, Intermediate French, Basic Portuguese, Basic German, Microsoft Excel, Editing, Financial Analysis, Training
Education
Harvard University 1995 — 1999
Bachelor’s Degree, Psychology
BTG Pactual 2009 - Present
Hypo Real Estate Capital / Depfa Bank 2006 - 2009
AllianceBernstein 2005 - 2006
Aeon 2003 - 2004
Penguin Group USA January 2000 - November 2003
Cambridge Ellis School 1998 - 1999
Skills
Human Resources, Personnel Management, Talent Management, Organizational..., Performance Management, Employee Benefits, Onboarding, Employee Engagement, Employee Relations, HR Consulting, Employee Handbooks, Strategic Human..., Corporate Culture, Change Management, Restructuring, Fluent in English, Fluent in Spanish, Intermediate French, Basic Portuguese, Basic German, Microsoft Excel, Editing, Financial Analysis, Training
Education
Harvard University 1995 — 1999
Bachelor’s Degree, Psychology
Laert Bezati Laert Bezati's AllianceBernstein Experience September 2013 - May 2015
Job Compliance Analyst at Shenkman Capital Management
Industry Financial Services
Experience
Shenkman Capital Management June 2015 - Present
AllianceBernstein September 2013 - May 2015
IBM January 2013 - August 2013
Skills
Finance, Analysis, Financial Analysis, Forecasting, Data Analysis, Microsoft Excel, Budgets, Microsoft Office, PowerPoint, Teamwork, Financial Modeling
Education
Iona College 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Shenkman Capital Management June 2015 - Present
AllianceBernstein September 2013 - May 2015
IBM January 2013 - August 2013
Skills
Finance, Analysis, Financial Analysis, Forecasting, Data Analysis, Microsoft Excel, Budgets, Microsoft Office, PowerPoint, Teamwork, Financial Modeling
Education
Iona College 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Ama Addae's AllianceBernstein Experience February 2007 - June 2011
Job Founder/President at Beach Glam LLC
Industry Luxury Goods & Jewelry
Experience
Beach Glam LLC March 2013 - Present
Numarine Performance Motoryachts June 2012 - August 2012
Burberry January 2012 - May 2012
AllianceBernstein February 2007 - June 2011
Skills
Strategy, Marketing Strategy, Portfolio Management, Marketing, Equities, Entrepreneurship, Finance, Corporate Finance, Luxury Goods, Luxury Lifestyle, Luxury Brand Marketing, Fashion, Investments, Asset Managment, Bloomberg, Asset Allocation, Marketing Research, Business Strategy, New Business Development, Strategic Planning, Strategic Partnerships, Global Sourcing, E-commerce, Fashion Buying, Social Media Marketing, Digital Strategy, Business Development, Small Business..., Retail, Merchandising
Education
NYU Stern School of Business 2011 — 2013
MBA, Luxury Marketing & Entrepreneurship
HEC School of Management 2012 — 2012
Fall 2012 Exchange Program, Luxury Marketing
Hartwick College 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General, Magna Cum Laude & College Honors
Beach Glam LLC March 2013 - Present
Numarine Performance Motoryachts June 2012 - August 2012
Burberry January 2012 - May 2012
AllianceBernstein February 2007 - June 2011
Skills
Strategy, Marketing Strategy, Portfolio Management, Marketing, Equities, Entrepreneurship, Finance, Corporate Finance, Luxury Goods, Luxury Lifestyle, Luxury Brand Marketing, Fashion, Investments, Asset Managment, Bloomberg, Asset Allocation, Marketing Research, Business Strategy, New Business Development, Strategic Planning, Strategic Partnerships, Global Sourcing, E-commerce, Fashion Buying, Social Media Marketing, Digital Strategy, Business Development, Small Business..., Retail, Merchandising
Education
NYU Stern School of Business 2011 — 2013
MBA, Luxury Marketing & Entrepreneurship
HEC School of Management 2012 — 2012
Fall 2012 Exchange Program, Luxury Marketing
Hartwick College 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General, Magna Cum Laude & College Honors
Michael Godwin, CFA Michael Godwin, CFA's AllianceBernstein Experience March 2013 - May 2015
Job Manager of Portfolio Strategy at Fragasso Financial Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors September 2015 - Present
AllianceBernstein March 2013 - May 2015
Ronin Capital April 2007 - October 2012
Skills
Equities, Options, Derivatives, Trading, Bloomberg, Financial Analysis, Investments
Education
James Madison University
Bachelor of Business Administration (BBA), Information Systems
Fragasso Financial Advisors September 2015 - Present
AllianceBernstein March 2013 - May 2015
Ronin Capital April 2007 - October 2012
Skills
Equities, Options, Derivatives, Trading, Bloomberg, Financial Analysis, Investments
Education
James Madison University
Bachelor of Business Administration (BBA), Information Systems
Tom Lonergan's AllianceBernstein Experience July 2013 - September 2015
Job Regional Consultant at LaSalle Investment Management
Industry Investment Management
Experience
LaSalle Investment Management September 2015 - Present
AllianceBernstein July 2013 - September 2015
Lord, Abbett & Co. LLC July 2012 - July 2013
UBS Wealth Management June 2010 - August 2010
Skills
Mutual Funds, Public Speaking, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Financial Advisory
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Public Finance
Universidad de Navarra 2011 — 2011
Summer Study, Public Policy Analysis
Hinsdale South HS 2004 — 2008
LaSalle Investment Management September 2015 - Present
AllianceBernstein July 2013 - September 2015
Lord, Abbett & Co. LLC July 2012 - July 2013
UBS Wealth Management June 2010 - August 2010
Skills
Mutual Funds, Public Speaking, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Financial Advisory
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Public Finance
Universidad de Navarra 2011 — 2011
Summer Study, Public Policy Analysis
Hinsdale South HS 2004 — 2008
Heidi Byrne Heidi Byrne's AllianceBernstein Experience February 2008 - February 2009
Job Global Talent Acquisition Manager
Industry Human Resources
Experience
Bloomberg February 2012 - September 2013
Bloomberg July 2009 - March 2011
AllianceBernstein February 2008 - February 2009
Euro London Appointments August 2001 - January 2008
Skills
Interviewing, Executive Search, Relationship Management, Recruiting, French, German, Translation, Interpreting, Business Development, Human Resources, Sourcing, Interviews, Applicant Tracking..., Marketing, Team Management, Technical Recruiting, Talent Acquisition, Onboarding, Talent Management, Management, Financial Services, Performance Management, Strategy
Education
Heriot-Watt University 1996 — 2000
MA, Interpreting and translation (French and German)
Bloomberg February 2012 - September 2013
Bloomberg July 2009 - March 2011
AllianceBernstein February 2008 - February 2009
Euro London Appointments August 2001 - January 2008
Skills
Interviewing, Executive Search, Relationship Management, Recruiting, French, German, Translation, Interpreting, Business Development, Human Resources, Sourcing, Interviews, Applicant Tracking..., Marketing, Team Management, Technical Recruiting, Talent Acquisition, Onboarding, Talent Management, Management, Financial Services, Performance Management, Strategy
Education
Heriot-Watt University 1996 — 2000
MA, Interpreting and translation (French and German)
adam damiano's AllianceBernstein Experience May 2003 - June 2012
Job Business Analyst at Alcoa Titanium and Engineered Products
Industry Logistics and Supply Chain
Experience
Alcoa Titanium and Engineered Products July 2015 - Present
RTI International Metals April 2014 - Present
AllianceBernstein May 2003 - June 2012
ABN AMRO Bank N.V. 2001 - 2002
ING Bank 2000 - 2001
National Investors Services 1999 - 2000
United States Marine Corps June 1991 - June 1995
Skills
Account Reconciliation, Equities, Fixed Income, Financial Services, Derivatives, Bonds, Portfolio Management, Mutual Funds, Securities, Financial Risk, Bloomberg, Credit, Capital Markets, Hedge Funds, Prime Brokerage, Settlement, Asset Management, Accounting, Alternative Investments, Options, Series 7, Trading, Corporate Actions, Investment Banking, Financial Markets, Back Office, Investments, Trading Systems, FX Options, Equity Derivatives, Electronic Trading, Middle Office, Equity Research, Operational Risk, Business Analysis
Education
Iona College 1995 — 1999
BA, ECONOMICS
mt vernon high school
mt vernon high school
Alcoa Titanium and Engineered Products July 2015 - Present
RTI International Metals April 2014 - Present
AllianceBernstein May 2003 - June 2012
ABN AMRO Bank N.V. 2001 - 2002
ING Bank 2000 - 2001
National Investors Services 1999 - 2000
United States Marine Corps June 1991 - June 1995
Skills
Account Reconciliation, Equities, Fixed Income, Financial Services, Derivatives, Bonds, Portfolio Management, Mutual Funds, Securities, Financial Risk, Bloomberg, Credit, Capital Markets, Hedge Funds, Prime Brokerage, Settlement, Asset Management, Accounting, Alternative Investments, Options, Series 7, Trading, Corporate Actions, Investment Banking, Financial Markets, Back Office, Investments, Trading Systems, FX Options, Equity Derivatives, Electronic Trading, Middle Office, Equity Research, Operational Risk, Business Analysis
Education
Iona College 1995 — 1999
BA, ECONOMICS
mt vernon high school
mt vernon high school
Matthew Aizenman Matthew Aizenman's AllianceBernstein Experience July 2010 - February 2013
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement February 2013 - Present
AllianceBernstein July 2010 - February 2013
Goldman Sachs 2008 - July 2010
Goldman Sachs 2003 - 2008
Mellon HR Solutions 1999 - 2003
Putnam Investments 1996 - 1999
Skills
Defined Contribution, Retirement, Relationship Management, Investments, Series 63, Defined Benefit, Series 7, Series 6, Alternative Investments, Portfolio Management, Mutual Funds, Fixed Income
Education
Hobart and William Smith Colleges 1992 — 1996
BA, Psychology
CHS
EMPOWER Retirement February 2013 - Present
AllianceBernstein July 2010 - February 2013
Goldman Sachs 2008 - July 2010
Goldman Sachs 2003 - 2008
Mellon HR Solutions 1999 - 2003
Putnam Investments 1996 - 1999
Skills
Defined Contribution, Retirement, Relationship Management, Investments, Series 63, Defined Benefit, Series 7, Series 6, Alternative Investments, Portfolio Management, Mutual Funds, Fixed Income
Education
Hobart and William Smith Colleges 1992 — 1996
BA, Psychology
CHS
Drew Wrosch Drew Wrosch's AllianceBernstein Experience January 2007 - March 2010
Job Account Management Client Relations Sales
Industry Real Estate
Experience
Higbie Maxon Agney, Inc. November 2011 - Present
AllianceBernstein January 2007 - March 2010
C.H. Robinson Worldwide, Inc. June 2005 - March 2006
Skills
Passed NY DOS Real..., Licensed Real Estate..., Investment Properties, Real Estate, First Time Home Buyers, New Business Development, Real Estate Transactions, Marketing, Portfolio Management, Short Sales, Management, Leases, Real Estate Economics, Brokerage, Customer Service, Residential Homes, Marketing Strategy, Property Management, Negotiation, Asset Management, Commercial Real Estate, Leadership, Pricing, Sales, Investments, Strategic Planning, Sales Management, Real Estate Development, Selling, Due Diligence, Asset Managment
Education
Indiana University Bloomington
BA, History
Grosse Pointe South High School 1996 — 2000
St. Lawrence University
Higbie Maxon Agney, Inc. November 2011 - Present
AllianceBernstein January 2007 - March 2010
C.H. Robinson Worldwide, Inc. June 2005 - March 2006
Skills
Passed NY DOS Real..., Licensed Real Estate..., Investment Properties, Real Estate, First Time Home Buyers, New Business Development, Real Estate Transactions, Marketing, Portfolio Management, Short Sales, Management, Leases, Real Estate Economics, Brokerage, Customer Service, Residential Homes, Marketing Strategy, Property Management, Negotiation, Asset Management, Commercial Real Estate, Leadership, Pricing, Sales, Investments, Strategic Planning, Sales Management, Real Estate Development, Selling, Due Diligence, Asset Managment
Education
Indiana University Bloomington
BA, History
Grosse Pointe South High School 1996 — 2000
St. Lawrence University
Gerard L. Mignardi Gerard L. Mignardi's AllianceBernstein Experience November 2006 - September 2007
Job Financial Services Professional
Industry Financial Services
Experience
Cramer Rosenthal McGlynn January 2014 - Present
Cramer Rosenthal McGlynn November 2011 - December 2013
Two Sigma Investments June 2011 - November 2011
Cramer Rosenthal McGlynn August 2008 - June 2011
Lazard Asset Management September 2007 - August 2008
AllianceBernstein November 2006 - September 2007
Skills
Investments, Securities, Financial Modeling, Equity Research, Valuation, Financial Analysis, Due Diligence, Capital Markets, Private Equity, Middle Office, Asset Management, Trading, Account Portfolio..., Investment Management, Portfolio Management, Trading Strategies, Fund Accounting, Financial Services, Hedge Funds, Bloomberg, Equities, Mutual Funds, Client Services
Education
Iona College 2008 — 2010
MBA, Finance
Manhattan College 2002 — 2006
Bachelor of Science, Finance
University of Richmond 2005 — 2005
Bachelor of Science, Finance
Cramer Rosenthal McGlynn January 2014 - Present
Cramer Rosenthal McGlynn November 2011 - December 2013
Two Sigma Investments June 2011 - November 2011
Cramer Rosenthal McGlynn August 2008 - June 2011
Lazard Asset Management September 2007 - August 2008
AllianceBernstein November 2006 - September 2007
Skills
Investments, Securities, Financial Modeling, Equity Research, Valuation, Financial Analysis, Due Diligence, Capital Markets, Private Equity, Middle Office, Asset Management, Trading, Account Portfolio..., Investment Management, Portfolio Management, Trading Strategies, Fund Accounting, Financial Services, Hedge Funds, Bloomberg, Equities, Mutual Funds, Client Services
Education
Iona College 2008 — 2010
MBA, Finance
Manhattan College 2002 — 2006
Bachelor of Science, Finance
University of Richmond 2005 — 2005
Bachelor of Science, Finance
George Mylnikov George Mylnikov's AllianceBernstein Experience October 2005 - December 2009
Job Head of Quantitative Strategies and Research at FFTW
Industry Investment Management
Experience
FFTW September 2013 - Present
FFTW April 2010 - September 2013
AllianceBernstein October 2005 - December 2009
American Express 2004 - 2005
American Express 2002 - 2004
Education
Purdue University
PhD, Mathematics
Ivane Javahišvilis Sakhelobis Tbilisis Sakhelmtsipo Universiteti
Bachelor of Arts (BA), Mathematics
FFTW September 2013 - Present
FFTW April 2010 - September 2013
AllianceBernstein October 2005 - December 2009
American Express 2004 - 2005
American Express 2002 - 2004
Education
Purdue University
PhD, Mathematics
Ivane Javahišvilis Sakhelobis Tbilisis Sakhelmtsipo Universiteti
Bachelor of Arts (BA), Mathematics
Jim Russo's AllianceBernstein Experience February 2006 - April 2009
Job Managing Director at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC August 2009 - Present
AllianceBernstein February 2006 - April 2009
J.P. Morgan Private Bank June 2003 - February 2006
JPMorgan Chase March 1996 - May 2003
JPMorgan Chase December 1994 - March 1996
Dreyfus April 1987 - December 1994
Skills
Equities, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Fixed Income, Investments, Asset Allocation, Equity Research, CRM, Emerging Markets, Financial Services, Investment Management, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Hofstra University 1984 — 1987
BBA, Finance
Colonial Consulting LLC August 2009 - Present
AllianceBernstein February 2006 - April 2009
J.P. Morgan Private Bank June 2003 - February 2006
JPMorgan Chase March 1996 - May 2003
JPMorgan Chase December 1994 - March 1996
Dreyfus April 1987 - December 1994
Skills
Equities, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Fixed Income, Investments, Asset Allocation, Equity Research, CRM, Emerging Markets, Financial Services, Investment Management, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Hofstra University 1984 — 1987
BBA, Finance
Brian W. Fagan Brian W. Fagan's AllianceBernstein Experience May 2006 - August 2013
Job DirectorBenefits at Regeneron Pharmaceuticals
Industry Financial Services
Experience
Regeneron Pharmaceuticals December 2013 - Present
Greater New York Area August 2013 - December 2013
AllianceBernstein May 2006 - August 2013
North Fork Bank 2001 - 2006
JPMorgan Chase 1996 - 2001
Ogden Corporation 1982 - 1996
Skills
Employee Benefits, Outsourcing, Global Mobility, Employee Relations, Analysis, Health Insurance, Management, Benefits Communcations, Finance & Administration, HRIS, Team Building, Vendor Management, Business Intelligence, Leadership, Strategy, Human Resources, Payroll, PeopleSoft, Change Management, 401k, Finance, Project Management, ERISA, FMLA, Supply Chain Management, Project Planning, Executive Management, Mergers & Acquisitions, Policy, Deferred Compensation, HR Policies, Strategic Planning
Education
Hofstra University
Bachelors, Business Administration
Nassau Community College
Associate of Arts and Sciences (AAS), Accounting and Finance
Regeneron Pharmaceuticals December 2013 - Present
Greater New York Area August 2013 - December 2013
AllianceBernstein May 2006 - August 2013
North Fork Bank 2001 - 2006
JPMorgan Chase 1996 - 2001
Ogden Corporation 1982 - 1996
Skills
Employee Benefits, Outsourcing, Global Mobility, Employee Relations, Analysis, Health Insurance, Management, Benefits Communcations, Finance & Administration, HRIS, Team Building, Vendor Management, Business Intelligence, Leadership, Strategy, Human Resources, Payroll, PeopleSoft, Change Management, 401k, Finance, Project Management, ERISA, FMLA, Supply Chain Management, Project Planning, Executive Management, Mergers & Acquisitions, Policy, Deferred Compensation, HR Policies, Strategic Planning
Education
Hofstra University
Bachelors, Business Administration
Nassau Community College
Associate of Arts and Sciences (AAS), Accounting and Finance
John Colan, CFA John Colan, CFA's AllianceBernstein Experience June 2008 - October 2013
Job High Yield Credit Analyst at Legal & General Investment Management
Industry Investment Management
Experience
Legal & General Investment Management November 2013 - Present
AllianceBernstein June 2008 - October 2013
Hyperion Brookfield Asset Management June 2007 - August 2007
AXA Financial June 2006 - August 2006
Skills
Valuation, Financial Modeling, Credit Analysis, Bloomberg, High Yield, Hedge Funds, Fixed Income, Fixed Income Analysis, Equity Valuation, Bloomberg Terminal, Asset Managment, Investments, DCF, Credit, Asset Management
Education
Hobart College 2004 — 2008
BA, Economics
Chartered Financial Analyst 2009 — 2013
Legal & General Investment Management November 2013 - Present
AllianceBernstein June 2008 - October 2013
Hyperion Brookfield Asset Management June 2007 - August 2007
AXA Financial June 2006 - August 2006
Skills
Valuation, Financial Modeling, Credit Analysis, Bloomberg, High Yield, Hedge Funds, Fixed Income, Fixed Income Analysis, Equity Valuation, Bloomberg Terminal, Asset Managment, Investments, DCF, Credit, Asset Management
Education
Hobart College 2004 — 2008
BA, Economics
Chartered Financial Analyst 2009 — 2013
Paul Stanwick, PMP's AllianceBernstein Experience 2006 - 2009
Job Program and Project Manager at Accenture
Industry Management Consulting
Experience
Accenture June 2014 - Present
Accenture 2012 - May 2014
Moody's Investors Service 2010 - 2011
AllianceBernstein 2006 - 2009
Standard & Poor's 2000 - 2006
Standard & Poor's 1996 - 2000
Skills
Business Strategy, System Development, Program Management, Process Improvement, Project Management, Management, Strategy, SDLC, Equities, Product Launch, Financial Services, PMP, Strategic Planning, Content Development, Business Process..., PMO Development, Business Planning, Capital Markets, Vendor Management, Portfolio Management, Hedge Funds, PMO, Risk Management, IT Strategy, Structured Finance, Fixed Income, Financial Modeling, Finance
Education
Haverford and Bryn Mawr Colleges
B.A., Archaeology
Indiana University - Kelley School of Business
M.B.A., Finance
Accenture June 2014 - Present
Accenture 2012 - May 2014
Moody's Investors Service 2010 - 2011
AllianceBernstein 2006 - 2009
Standard & Poor's 2000 - 2006
Standard & Poor's 1996 - 2000
Skills
Business Strategy, System Development, Program Management, Process Improvement, Project Management, Management, Strategy, SDLC, Equities, Product Launch, Financial Services, PMP, Strategic Planning, Content Development, Business Process..., PMO Development, Business Planning, Capital Markets, Vendor Management, Portfolio Management, Hedge Funds, PMO, Risk Management, IT Strategy, Structured Finance, Fixed Income, Financial Modeling, Finance
Education
Haverford and Bryn Mawr Colleges
B.A., Archaeology
Indiana University - Kelley School of Business
M.B.A., Finance
David Gibbons, CRPC® David Gibbons, CRPC®'s AllianceBernstein Experience September 2003 - January 2005
Job Financial Consultant, Vice President at M & T Securities, Inc.
Industry Financial Services
Experience
M & T Bank October 2012 - Present
RS Investments August 2009 - July 2012
SunAmerica February 2006 - April 2009
PLANCO January 2005 - February 2006
AllianceBernstein September 2003 - January 2005
Bear Stearns Asset Management 1998 - 2002
Putnam Investments 1995 - 1998
Skills
Series 63, Mutual Funds, Series 6, Asset Allocation, Series 7, Series 65, Variable Annuities, Alternative Investments, Retirement, Hedge Funds, Fixed Annuities, Life Insurance, Investments, Retirement Planning, Securities, Wealth Management, Investment Strategies, Investment Advisory, FINRA, Uniform Combined State..., Investment Management, 401k, ETFs, Asset Management, Estate Planning
Education
University of Rochester 1994 — 1995
MAT
Hobart and William Smith Colleges 1990 — 1994
CSH 1987 — 1990
M & T Bank October 2012 - Present
RS Investments August 2009 - July 2012
SunAmerica February 2006 - April 2009
PLANCO January 2005 - February 2006
AllianceBernstein September 2003 - January 2005
Bear Stearns Asset Management 1998 - 2002
Putnam Investments 1995 - 1998
Skills
Series 63, Mutual Funds, Series 6, Asset Allocation, Series 7, Series 65, Variable Annuities, Alternative Investments, Retirement, Hedge Funds, Fixed Annuities, Life Insurance, Investments, Retirement Planning, Securities, Wealth Management, Investment Strategies, Investment Advisory, FINRA, Uniform Combined State..., Investment Management, 401k, ETFs, Asset Management, Estate Planning
Education
University of Rochester 1994 — 1995
MAT
Hobart and William Smith Colleges 1990 — 1994
CSH 1987 — 1990
Robert Metz Robert Metz's AllianceBernstein Experience August 2007 - June 2009
Job Commodities Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2010 - January 2014
AllianceBernstein August 2007 - June 2009
Skills
Asset Management, Bloomberg, Derivatives, Equities, Fixed Income
Education
Iona College 2009 — 2013
Master, Business Administration; Financial Management
Iona College 2003 — 2007
Bachelor, Business Administration; Finance
Morgan Stanley March 2010 - January 2014
AllianceBernstein August 2007 - June 2009
Skills
Asset Management, Bloomberg, Derivatives, Equities, Fixed Income
Education
Iona College 2009 — 2013
Master, Business Administration; Financial Management
Iona College 2003 — 2007
Bachelor, Business Administration; Finance
Renee DeFore's AllianceBernstein Experience September 2001 - July 2002
Job economics finance business investments communications marketing administration technology
Industry Public Relations and Communications
Experience
Self Employed May 2012 - June 2014
Georgetown University May 2010 - July 2012
Peace Corps October 2007 - February 2010
The Carlyle Group April 2006 - August 2007
StaffWise Legal March 2003 - March 2006
AllianceBernstein September 2001 - July 2002
Wells Fargo Advisors (formerly Wachovia Securities LLC) June 1996 - September 2001
Merrill Lynch October 1992 - May 1995
Charles Schwab August 1986 - August 1990
Skills
Economics, Research, Data Analysis, Policy, Public Relations, Management, Project Management, CRM, Brokering Resources, Financial Markets, Educator, Trainer, Client & Prospect..., Employee Training, Office Management, Financial Reporting, HIPAA, SOP Development, Technical Writing, Corporate Communications, Negotiation, Customer Service, Communications, Data Analysis &..., Economic & Market..., Budget Projections, Management - Account,..., Marketing & Fundraising, Media Relations, Press Releases, Content Writing &..., Non-Profit..., Trainer & Educator..., Trainer & Educator..., Trainer & Educator..., Trainer & Educator IT..., Manager, Senior Paralegal, Advanced Excel, Pivot Tables, Microsoft Word, PowerPoint, Adobe, Legal Discovery &..., Legal Administration, LexisNexis, Concordance, E-Discovery DocuMatrix, CTS Scheduling software, Computer Networking
Education
National Association of Business Economics (NABE) 2013 — 2015
CBE certificate courses + seminar
New York University - Leonard N. Stern School of Business 2001 — 2001
Completed Executive Program Certificate Course
Hollins University exchange with University of London 1981 — 1981
Exchange Student
Hollins University 1977 — 1981
Bachelor of Arts
Financial Institution Internships
Primary & Secondary Education
under my father's tutelage
Self Employed May 2012 - June 2014
Georgetown University May 2010 - July 2012
Peace Corps October 2007 - February 2010
The Carlyle Group April 2006 - August 2007
StaffWise Legal March 2003 - March 2006
AllianceBernstein September 2001 - July 2002
Wells Fargo Advisors (formerly Wachovia Securities LLC) June 1996 - September 2001
Merrill Lynch October 1992 - May 1995
Charles Schwab August 1986 - August 1990
Skills
Economics, Research, Data Analysis, Policy, Public Relations, Management, Project Management, CRM, Brokering Resources, Financial Markets, Educator, Trainer, Client & Prospect..., Employee Training, Office Management, Financial Reporting, HIPAA, SOP Development, Technical Writing, Corporate Communications, Negotiation, Customer Service, Communications, Data Analysis &..., Economic & Market..., Budget Projections, Management - Account,..., Marketing & Fundraising, Media Relations, Press Releases, Content Writing &..., Non-Profit..., Trainer & Educator..., Trainer & Educator..., Trainer & Educator..., Trainer & Educator IT..., Manager, Senior Paralegal, Advanced Excel, Pivot Tables, Microsoft Word, PowerPoint, Adobe, Legal Discovery &..., Legal Administration, LexisNexis, Concordance, E-Discovery DocuMatrix, CTS Scheduling software, Computer Networking
Education
National Association of Business Economics (NABE) 2013 — 2015
CBE certificate courses + seminar
New York University - Leonard N. Stern School of Business 2001 — 2001
Completed Executive Program Certificate Course
Hollins University exchange with University of London 1981 — 1981
Exchange Student
Hollins University 1977 — 1981
Bachelor of Arts
Financial Institution Internships
Primary & Secondary Education
under my father's tutelage
Erald Bezati Erald Bezati's AllianceBernstein Experience December 2010 - August 2014
Job Associate Officer / Portfolio Management Group
Industry Financial Services
Experience
AB August 2015 - Present
BNY Mellon August 2014 - April 2015
AllianceBernstein December 2010 - August 2014
State Street September 2011 - January 2014
Morgan Stanley Smith Barney June 2010 - December 2010
Argus Information & Advisory Services January 2010 - May 2010
Skills
Financial Analysis, Equities, Corporate Actions, Portfolio Management, Business Analysis, Risk Management, Banking, Data Analysis, Financial Reporting, Credit Risk, Finance, Microsoft Excel, Financial Modeling
Education
Iona College 2013 — 2017
MBA, Post Master's Certificate, General Accounting
Iona College 2011 — 2017
MBA, Financial Management
Iona College 2006 — 2010
BBA, Finance
AB August 2015 - Present
BNY Mellon August 2014 - April 2015
AllianceBernstein December 2010 - August 2014
State Street September 2011 - January 2014
Morgan Stanley Smith Barney June 2010 - December 2010
Argus Information & Advisory Services January 2010 - May 2010
Skills
Financial Analysis, Equities, Corporate Actions, Portfolio Management, Business Analysis, Risk Management, Banking, Data Analysis, Financial Reporting, Credit Risk, Finance, Microsoft Excel, Financial Modeling
Education
Iona College 2013 — 2017
MBA, Post Master's Certificate, General Accounting
Iona College 2011 — 2017
MBA, Financial Management
Iona College 2006 — 2010
BBA, Finance
Ray Joseph's AllianceBernstein Experience September 2010 - August 2012
Job
Industry Investment Management
Experience
UBS Wealth Management August 2012 - Present
AllianceBernstein September 2010 - August 2012
Relay Graduate School of Education (formerly UKA Teacher U) September 2008 - September 2010
Capital Group Companies June 1998 - September 2008
Merrill Lynch July 1994 - August 1997
Skills
Buy-side, Investments, Asset Management, Portfolio Management, Equity Research, Mutual Funds, Equity Capital Markets, Strategic Planning, Fundraising, Higher Education, Asset Managment, Corporate Finance, Financial Modeling, Investment Banking, Financial Services, Alternative Investments, Hedge Funds, Investment Strategies, IPO, Investment Management, Finance
Education
Harvard Business School
MBA
Harvard College
AB
St. Paul's School
HS
RFK
UBS Wealth Management August 2012 - Present
AllianceBernstein September 2010 - August 2012
Relay Graduate School of Education (formerly UKA Teacher U) September 2008 - September 2010
Capital Group Companies June 1998 - September 2008
Merrill Lynch July 1994 - August 1997
Skills
Buy-side, Investments, Asset Management, Portfolio Management, Equity Research, Mutual Funds, Equity Capital Markets, Strategic Planning, Fundraising, Higher Education, Asset Managment, Corporate Finance, Financial Modeling, Investment Banking, Financial Services, Alternative Investments, Hedge Funds, Investment Strategies, IPO, Investment Management, Finance
Education
Harvard Business School
MBA
Harvard College
AB
St. Paul's School
HS
RFK
Nate Dupree's AllianceBernstein Experience January 2010 - November 2010
Job CoFounder of Data Markets Inc
Industry Information Services
Experience
dmi.io September 2013 - Present
Bridgewater Associates July 2010 - September 2013
AllianceBernstein January 2010 - November 2010
AllianceBernstein 2007 - April 2010
AllianceBernstein September 2004 - 2007
Bernstein Research April 2002 - September 2004
McKinsey & Co 1998 - 2002
US Navy June 1992 - June 1996
Skills
Analysis, Management, Fixed Income, Investments, Equity Research, Equities, Training, Hedge Funds, Capital Markets, Finance, Asset Managment, Investment Management, Portfolio Management, Financial Modeling, Bloomberg, Investment Banking, Market Data, Analytics, Valuation, Investment Strategies, Asset Management
Education
University of Virginia Darden School of Business 1996 — 1998
MBA, Shermet award (top 5%)
Harvard University 1988 — 1992
AB, Computer Science, Magna cum laude
Woodberry Forest School
dmi.io September 2013 - Present
Bridgewater Associates July 2010 - September 2013
AllianceBernstein January 2010 - November 2010
AllianceBernstein 2007 - April 2010
AllianceBernstein September 2004 - 2007
Bernstein Research April 2002 - September 2004
McKinsey & Co 1998 - 2002
US Navy June 1992 - June 1996
Skills
Analysis, Management, Fixed Income, Investments, Equity Research, Equities, Training, Hedge Funds, Capital Markets, Finance, Asset Managment, Investment Management, Portfolio Management, Financial Modeling, Bloomberg, Investment Banking, Market Data, Analytics, Valuation, Investment Strategies, Asset Management
Education
University of Virginia Darden School of Business 1996 — 1998
MBA, Shermet award (top 5%)
Harvard University 1988 — 1992
AB, Computer Science, Magna cum laude
Woodberry Forest School
Chris Schulte's AllianceBernstein Experience September 2011 - June 2012
Job Vice President, HR Generalist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2012 - Present
AllianceBernstein September 2011 - June 2012
AllianceBernstein January 2011 - September 2011
AllianceBernstein July 2009 - January 2011
Capital Group February 2006 - July 2009
AllianceBernstein January 2001 - February 2006
Education
Kansas State University 1994 — 1998
B.S., Elementary Education with an emphasis in Human Development and Family Services
Neuberger Berman August 2012 - Present
AllianceBernstein September 2011 - June 2012
AllianceBernstein January 2011 - September 2011
AllianceBernstein July 2009 - January 2011
Capital Group February 2006 - July 2009
AllianceBernstein January 2001 - February 2006
Education
Kansas State University 1994 — 1998
B.S., Elementary Education with an emphasis in Human Development and Family Services
Dave Steigerwald's AllianceBernstein Experience May 2008 - July 2011
Job Institutional Sales/Trading at Drexel Hamilton, LLC
Industry Financial Services
Experience
Drexel Hamilton, LLC September 2013 - Present
Trader May 2012 - February 2013
AllianceBernstein May 2008 - July 2011
Camelot Capital June 2005 - May 2008
DeutscheBank/Alex. Brown &Sons 1991 - 2005
Chicago Board of Trade May 1986 - January 1991
Skills
Trading, Equities, Derivatives, Asset Management, Hedge Funds, Options, Investment Banking, Commodity, Portfolio Management, Investments, FX Options, Bonds, Mutual Funds, Alternative Investments, Financial Services, Finance
Education
Hobart and William Smith Colleges 1979 — 1983
Drexel Hamilton, LLC September 2013 - Present
Trader May 2012 - February 2013
AllianceBernstein May 2008 - July 2011
Camelot Capital June 2005 - May 2008
DeutscheBank/Alex. Brown &Sons 1991 - 2005
Chicago Board of Trade May 1986 - January 1991
Skills
Trading, Equities, Derivatives, Asset Management, Hedge Funds, Options, Investment Banking, Commodity, Portfolio Management, Investments, FX Options, Bonds, Mutual Funds, Alternative Investments, Financial Services, Finance
Education
Hobart and William Smith Colleges 1979 — 1983
Tom Mercado's AllianceBernstein Experience July 2012 - August 2015
Job Senior Business Analyst
Industry Financial Services
Experience
Annaly Capital Management August 2015 - Present
AllianceBernstein July 2012 - August 2015
Alliance Bernstein July 2010 - June 2012
AllianceBernstein September 2008 - June 2010
AllianceBernstein October 2006 - September 2008
Wells, Canning & Associates September 2005 - September 2006
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Hedge Funds, Asset Management, Risk Management, Alternative Investments, Trading Systems, Securities, Financial Analysis, Business Analysis, Microsoft Excel, VBA, Access, Derivatives, Financial Services, Finance, Microsoft Office, Financial Markets, SQL, SDLC, Vendor Management, Analysis, Leadership, Visio
Education
Iona College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Mater Dei High School 1996 — 2000
Annaly Capital Management August 2015 - Present
AllianceBernstein July 2012 - August 2015
Alliance Bernstein July 2010 - June 2012
AllianceBernstein September 2008 - June 2010
AllianceBernstein October 2006 - September 2008
Wells, Canning & Associates September 2005 - September 2006
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Hedge Funds, Asset Management, Risk Management, Alternative Investments, Trading Systems, Securities, Financial Analysis, Business Analysis, Microsoft Excel, VBA, Access, Derivatives, Financial Services, Finance, Microsoft Office, Financial Markets, SQL, SDLC, Vendor Management, Analysis, Leadership, Visio
Education
Iona College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Mater Dei High School 1996 — 2000
Aku Patel's AllianceBernstein Experience Senior Quantitative TraderAlliance Bernstein2007 - Present
Job VicePresident at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein Senior Quantitative TraderAlliance Bernstein2007 - Present
Goldman Sachs 2004 - 2007
Lehman Brothers 1998 - 1999
Education
Imperial College London 1995 — 1998
AllianceBernstein Senior Quantitative TraderAlliance Bernstein2007 - Present
Goldman Sachs 2004 - 2007
Lehman Brothers 1998 - 1999
Education
Imperial College London 1995 — 1998
Aimee Quick's AllianceBernstein Experience April 1999 - March 2001
Job Managing Director/Human Resources
Industry Human Resources
Experience
Fortress Investment Group March 2005 - Present
Ernst & Young 2001 - 2005
AllianceBernstein April 1999 - March 2001
Republic National Bank May 1997 - April 1999
Education
Hofstra University 1994 — 1997
MA, Industrial Organizational Pyschology
Fortress Investment Group March 2005 - Present
Ernst & Young 2001 - 2005
AllianceBernstein April 1999 - March 2001
Republic National Bank May 1997 - April 1999
Education
Hofstra University 1994 — 1997
MA, Industrial Organizational Pyschology
Jennifer Archer's AllianceBernstein Experience June 2008 - July 2011
Job Executive Director, Institutional Defined Contribution Sales at J.P. Morgan
Industry Investment Management
Erica Diaz's AllianceBernstein Experience August 2005 - February 2008
Job Vice President IMD Product Controllers Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2008 - Present
AllianceBernstein August 2005 - February 2008
Skills
Fixed Income, Financial Markets, Commodity, Equities, Hedge Funds, Due Diligence, Options, Derivatives, Capital Markets, Bloomberg, Asset Management
Education
Iona College 2002 — 2005
bba, finance
Goldman Sachs March 2008 - Present
AllianceBernstein August 2005 - February 2008
Skills
Fixed Income, Financial Markets, Commodity, Equities, Hedge Funds, Due Diligence, Options, Derivatives, Capital Markets, Bloomberg, Asset Management
Education
Iona College 2002 — 2005
bba, finance
Douglas Keller's AllianceBernstein Experience June 2004 - November 2008
Job Chief Operating Officer Freshwater Global Advisors LLC
Industry Investment Management
Experience
Freshwater Global Advisors, LLC December 2010 - Present
Harvest Capital Services Corp. December 2008 - December 2010
AllianceBernstein June 2004 - November 2008
Skills
Equities, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Market Risk, Portfolio Management, Risk Management, Derivatives, Securities, FX Options, Options, Bloomberg, Investment Management, Financial Markets, Series 7, Asset Management, Investment Strategies, Trading Systems, Equity Research, Mutual Funds, Trading, Asset Allocation, Equity Trading, Valuation, Fund Of Funds, Investment Banking, Investments, Middle Office, FINRA, Series 63, ETFs, Prime Brokerage, Equity Derivatives, Credit Derivatives, Bonds, Structured Products, Financial Risk, Electronic Trading
Education
Hofstra University 2000 — 2003
MS, Finance
Queens College 1994 — 1996
BBA, Accounting
State University of New York College at Geneseo 1993 — 1994
Accounting
Freshwater Global Advisors, LLC December 2010 - Present
Harvest Capital Services Corp. December 2008 - December 2010
AllianceBernstein June 2004 - November 2008
Skills
Equities, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Market Risk, Portfolio Management, Risk Management, Derivatives, Securities, FX Options, Options, Bloomberg, Investment Management, Financial Markets, Series 7, Asset Management, Investment Strategies, Trading Systems, Equity Research, Mutual Funds, Trading, Asset Allocation, Equity Trading, Valuation, Fund Of Funds, Investment Banking, Investments, Middle Office, FINRA, Series 63, ETFs, Prime Brokerage, Equity Derivatives, Credit Derivatives, Bonds, Structured Products, Financial Risk, Electronic Trading
Education
Hofstra University 2000 — 2003
MS, Finance
Queens College 1994 — 1996
BBA, Accounting
State University of New York College at Geneseo 1993 — 1994
Accounting
Alexandra Marini Concolino's AllianceBernstein Experience July 2014 - Present
Job Regional Marketing Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 2014 - Present
AllianceBernstein January 2013 - June 2014
AllianceBernstein May 2009 - December 2012
AllianceBernstein October 2007 - April 2009
AllianceBernstein July 2006 - September 2007
Education
Hobart and William Smith Colleges 2002 — 2006
Bachelor of Arts, Arts and Education
AllianceBernstein July 2014 - Present
AllianceBernstein January 2013 - June 2014
AllianceBernstein May 2009 - December 2012
AllianceBernstein October 2007 - April 2009
AllianceBernstein July 2006 - September 2007
Education
Hobart and William Smith Colleges 2002 — 2006
Bachelor of Arts, Arts and Education
Lindsay Charles's AllianceBernstein Experience October 2009 - June 2013
Job Associate at Ripco Real Estate Corp
Industry Commercial Real Estate
Experience
Ripco Real Estate Corp October 2013 - Present
Openhouse Gallery June 2013 - October 2013
AllianceBernstein October 2009 - June 2013
Edifice Information Management June 2007 - October 2009
Edifice Information Management June 2007 - October 2009
Gotham Casting, Inc. 2004 - 2007
Skills
Marketing, Sales, Account Management, Business Development, Marketing Strategy, Event Planning, Retail, Strategic Planning, New Business Development, Market Research, Real Estate Transactions, Salesforce.com, Lease Negotiations, Analytics, Data Analysis, SaaS, Microsoft Excel, Project Management, Business Intelligence, Product Management, Commercial Real Estate, Tenant Representation
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Marketing
Ripco Real Estate Corp October 2013 - Present
Openhouse Gallery June 2013 - October 2013
AllianceBernstein October 2009 - June 2013
Edifice Information Management June 2007 - October 2009
Edifice Information Management June 2007 - October 2009
Gotham Casting, Inc. 2004 - 2007
Skills
Marketing, Sales, Account Management, Business Development, Marketing Strategy, Event Planning, Retail, Strategic Planning, New Business Development, Market Research, Real Estate Transactions, Salesforce.com, Lease Negotiations, Analytics, Data Analysis, SaaS, Microsoft Excel, Project Management, Business Intelligence, Product Management, Commercial Real Estate, Tenant Representation
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Marketing
Jamie Nieradka's AllianceBernstein Experience April 2002 - Present
Job Digital Marketing Director
Industry Financial Services
Experience
AllianceBernstein April 2002 - Present
Prudential Securities 2000 - 2001
Skills
Digital Marketing, Web Content Management, Web Analytics, Mobile Applications, Asset Managment, SEO, Project Management, Social Media
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2000
Liberal Studies
Hofstra University 1988 — 1992
BA, Communications/Television Production
AllianceBernstein April 2002 - Present
Prudential Securities 2000 - 2001
Skills
Digital Marketing, Web Content Management, Web Analytics, Mobile Applications, Asset Managment, SEO, Project Management, Social Media
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2000
Liberal Studies
Hofstra University 1988 — 1992
BA, Communications/Television Production
Jennifer Carroll's AllianceBernstein Experience 2002 - 2006
Job Consultant, MidAtlantic Client Relations at Investment Performance Services, LLC
Industry Financial Services
Experience
Investment Performance Services, LLC June 2006 - Present
AllianceBernstein 2002 - 2006
Sanford C. Bernstein 2000 - 2002
Education
Isenberg School of Management, UMass Amherst 1996 — 2000
Investment Performance Services, LLC June 2006 - Present
AllianceBernstein 2002 - 2006
Sanford C. Bernstein 2000 - 2002
Education
Isenberg School of Management, UMass Amherst 1996 — 2000
Tina Conway's AllianceBernstein Experience June 2009 - June 2010
Job Human Resources Manager at Bank of America
Industry Human Resources
Experience
Bank of America July 2010 - Present
AllianceBernstein June 2009 - June 2010
Merrill Lynch June 2005 - June 2009
FedEx Express 1993 - December 2003
FedEx Express October 1987 - 1993
Skills
Human Resources, Strategic Planning, Performance Management, Employee Relations, Talent Acquisition, Recruiting, Talent Management, Succession Planning, Employee Benefits, Onboarding, Employee Engagement, Workforce Planning, HRIS, Deferred Compensation, College Recruiting, Personnel Management, Organizational Design, Benefits Administration
Education
Syracuse University 2004 — 2005
Bachelor of Arts (BA), Sociology
Highline Community College 2002 — 2003
Associate of Arts
Bank of America July 2010 - Present
AllianceBernstein June 2009 - June 2010
Merrill Lynch June 2005 - June 2009
FedEx Express 1993 - December 2003
FedEx Express October 1987 - 1993
Skills
Human Resources, Strategic Planning, Performance Management, Employee Relations, Talent Acquisition, Recruiting, Talent Management, Succession Planning, Employee Benefits, Onboarding, Employee Engagement, Workforce Planning, HRIS, Deferred Compensation, College Recruiting, Personnel Management, Organizational Design, Benefits Administration
Education
Syracuse University 2004 — 2005
Bachelor of Arts (BA), Sociology
Highline Community College 2002 — 2003
Associate of Arts
Ellen Auborn's AllianceBernstein Experience February 2012 - November 2014
Job Managing Director IT Product Management at AB
Industry Financial Services
Experience
AB December 2014 - Present
AllianceBernstein February 2012 - November 2014
AllianceBernstein March 2008 - November 2014
AllianceBernstein September 1995 - March 2008
Grumman Aerospace 1986 - 1992
Skills
Asset Management, BCM, Business Analysis, Asset Managment, Business Continuity, Data Center, Disaster Recovery, Enterprise Architecture, Financial Services, IT Infrastructure..., IT Management, IT Strategy, Infrastructure, Leadership, Management, Microsoft SQL Server
Education
Hofstra University
MBA, Business Computer Information Systems
Northeastern University
BSEE
AB December 2014 - Present
AllianceBernstein February 2012 - November 2014
AllianceBernstein March 2008 - November 2014
AllianceBernstein September 1995 - March 2008
Grumman Aerospace 1986 - 1992
Skills
Asset Management, BCM, Business Analysis, Asset Managment, Business Continuity, Data Center, Disaster Recovery, Enterprise Architecture, Financial Services, IT Infrastructure..., IT Management, IT Strategy, Infrastructure, Leadership, Management, Microsoft SQL Server
Education
Hofstra University
MBA, Business Computer Information Systems
Northeastern University
BSEE
Erica Siegeltuch's AllianceBernstein Experience August 2005 - Present
Job Senior Performance Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein August 2005 - Present
Education
Iona College 2002 — 2005
BBA, Finance
AllianceBernstein August 2005 - Present
Education
Iona College 2002 — 2005
BBA, Finance
Sravan Kesharaju's AllianceBernstein Experience September 2007 - February 2009
Job Associate at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. June 2010 - Present
Westwater Corp September 2007 - May 2010
AllianceBernstein September 2007 - February 2009
Barclays 2009 - 2009
Moody's 2009 - 2009
aqua equities 2006 - 2007
eSpeed.com 2004 - 2007
espeed.com 2004 - 2007
eSped.com 2004 - 2007
Skills
SDLC, Agile Methodologies, SQL, Spring, Business Analysis
Education
Indira Gandhi National Open University
JPMorgan Chase & Co. June 2010 - Present
Westwater Corp September 2007 - May 2010
AllianceBernstein September 2007 - February 2009
Barclays 2009 - 2009
Moody's 2009 - 2009
aqua equities 2006 - 2007
eSpeed.com 2004 - 2007
espeed.com 2004 - 2007
eSped.com 2004 - 2007
Skills
SDLC, Agile Methodologies, SQL, Spring, Business Analysis
Education
Indira Gandhi National Open University
Jeffrey Phlegar's AllianceBernstein Experience 1988 - 2011
Job Chairman & Chief Executive Officer at MacKay Shields
Industry Financial Services
Experience
MacKay Shields December 2011 - Present
AllianceBernstein 1988 - 2011
Education
Hofstra University
MacKay Shields December 2011 - Present
AllianceBernstein 1988 - 2011
Education
Hofstra University
Velusamy Marimuthan's AllianceBernstein Experience March 2003 - December 2003
Job Technical Lead at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF February 2008 - Present
FinTech Innovative Solutions September 2005 - April 2012
TIAA-CREF 2008 - 2010
Deutsche Asset Management September 2005 - January 2008
JPMorgan Chase & Co. March 2003 - August 2005
AllianceBernstein March 2003 - December 2003
JPMorgan Chase & Co. May 1998 - December 2002
BNP Paribas January 1998 - May 1998
Bharat Electronics June 1989 - September 1995
Skills
Eagle PACE, Fixed Income, Asset Managment, Bloomberg, SDLC, Business Analysis, SQL, Microsoft SQL Server, Unix, XML, Requirements Gathering, Data Warehousing, ETL, Requirements Analysis, Informatica, PL/SQL, Software Project..., Data Modeling, Oracle, Software Development, Integration, Business Intelligence, Unix Shell Scripting, Crystal Reports, Reference Data, Market Data, Offshoring, Enterprise Architecture, SOA, Solution Architecture, Agile Methodologies, Vendor Management, Databases, Financial Services, Project Management, Visio, Management, Consulting, Program Management, Process Improvement, Business Requirements, IT Strategy, Business Process, Equities, Asset Management
Education
Indira Gandhi National Open University 1994 — 1995
Post-Graduate Diploma in Financial Management (PGDFM), Finance and Financial Management Services
Anna University 1985 — 1989
Bachelor of Engineering (B.E.), Computer Science and Engineering
TIAA-CREF February 2008 - Present
FinTech Innovative Solutions September 2005 - April 2012
TIAA-CREF 2008 - 2010
Deutsche Asset Management September 2005 - January 2008
JPMorgan Chase & Co. March 2003 - August 2005
AllianceBernstein March 2003 - December 2003
JPMorgan Chase & Co. May 1998 - December 2002
BNP Paribas January 1998 - May 1998
Bharat Electronics June 1989 - September 1995
Skills
Eagle PACE, Fixed Income, Asset Managment, Bloomberg, SDLC, Business Analysis, SQL, Microsoft SQL Server, Unix, XML, Requirements Gathering, Data Warehousing, ETL, Requirements Analysis, Informatica, PL/SQL, Software Project..., Data Modeling, Oracle, Software Development, Integration, Business Intelligence, Unix Shell Scripting, Crystal Reports, Reference Data, Market Data, Offshoring, Enterprise Architecture, SOA, Solution Architecture, Agile Methodologies, Vendor Management, Databases, Financial Services, Project Management, Visio, Management, Consulting, Program Management, Process Improvement, Business Requirements, IT Strategy, Business Process, Equities, Asset Management
Education
Indira Gandhi National Open University 1994 — 1995
Post-Graduate Diploma in Financial Management (PGDFM), Finance and Financial Management Services
Anna University 1985 — 1989
Bachelor of Engineering (B.E.), Computer Science and Engineering
Julie Frankel, CFA's AllianceBernstein Experience November 2005 - April 2011
Job Executive for Development and Operations
Industry Nonprofit Organization Management
Experience
Healthy LifeStars January 2014 - Present
Towers Watson August 2011 - January 2013
AllianceBernstein November 2005 - April 2011
TAL Global Asset Management 2002 - 2004
Towers Perrin 1995 - 2001
Skills
Portfolio Management, Investments, CRM, Pensions, Alternative Investments, New Business Development, Asset Management, Competitive Analysis, Financial Services, Asset Managment, Hedge Funds, Equities, Marketing Communications, Fixed Income, Strategic Planning, Internal Communications, Asset Allocation, Marketing Strategy, Change Management, Non-profit..., Non-profit Leadership, Team Building, Team-oriented, Wellness
Education
CFA Institute 1996 — 1999
CFA
Université de Montréal - HEC Montréal 1986 — 1989
Bachelor of Business Administration (B.B.A.), Finance, Economics
Collège Marie de France 1976 — 1986
Baccalauréat, Business/Commerce, General
Healthy LifeStars January 2014 - Present
Towers Watson August 2011 - January 2013
AllianceBernstein November 2005 - April 2011
TAL Global Asset Management 2002 - 2004
Towers Perrin 1995 - 2001
Skills
Portfolio Management, Investments, CRM, Pensions, Alternative Investments, New Business Development, Asset Management, Competitive Analysis, Financial Services, Asset Managment, Hedge Funds, Equities, Marketing Communications, Fixed Income, Strategic Planning, Internal Communications, Asset Allocation, Marketing Strategy, Change Management, Non-profit..., Non-profit Leadership, Team Building, Team-oriented, Wellness
Education
CFA Institute 1996 — 1999
CFA
Université de Montréal - HEC Montréal 1986 — 1989
Bachelor of Business Administration (B.B.A.), Finance, Economics
Collège Marie de France 1976 — 1986
Baccalauréat, Business/Commerce, General
Clayton Benn's AllianceBernstein Experience September 2013 - Present
Job AllianceBernstein LP
Industry Financial Services
Experience
AllianceBernstein September 2013 - Present
Floyd Advisory, LLC January 2011 - July 2013
Ansa McAL April 2009 - January 2011
Huron Consulting Group August 2005 - September 2008
MetLife 2004 - 2004
Allied Capital 2003 - 2004
HGM Management & Technologies 2002 - 2003
Skills
Financial Planning, Mergers, Business Valuation, Budgeting, Corporate Finance, Forecasting, Financial Modeling, Financial Analysis, Valuation, Strategic Planning, Excel, Forensic Accounting, Management Consulting, PowerPoint
Education
Howard University 2003 — 2005
MBA, Finance & Supply Chain Management
Howard University 1998 — 2002
BBA, Finance
AllianceBernstein September 2013 - Present
Floyd Advisory, LLC January 2011 - July 2013
Ansa McAL April 2009 - January 2011
Huron Consulting Group August 2005 - September 2008
MetLife 2004 - 2004
Allied Capital 2003 - 2004
HGM Management & Technologies 2002 - 2003
Skills
Financial Planning, Mergers, Business Valuation, Budgeting, Corporate Finance, Forecasting, Financial Modeling, Financial Analysis, Valuation, Strategic Planning, Excel, Forensic Accounting, Management Consulting, PowerPoint
Education
Howard University 2003 — 2005
MBA, Finance & Supply Chain Management
Howard University 1998 — 2002
BBA, Finance
Tim Rose, CFA's AllianceBernstein Experience October 2007 - June 2010
Job
Industry Financial Services
Experience
MetLife June 2010 - Present
AllianceBernstein October 2007 - June 2010
Skills
VBA, Intex, Trepp, SQL, C++, Java, Investments, Valuation
Education
James Madison University 2003 — 2007
B.S., Quantitative Finance and Economics
MetLife June 2010 - Present
AllianceBernstein October 2007 - June 2010
Skills
VBA, Intex, Trepp, SQL, C++, Java, Investments, Valuation
Education
James Madison University 2003 — 2007
B.S., Quantitative Finance and Economics
Steve Sivillo's AllianceBernstein Experience May 2005 - January 2009
Job at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
Dawn Pomerantz's AllianceBernstein Experience May 2007 - October 2009
Job Senior Financial Analyst, National Accounts at Diageo
Industry Wine and Spirits
Experience
Diageo June 2012 - Present
Diageo November 2009 - June 2012
AllianceBernstein May 2007 - October 2009
Coca-Cola Enterprises September 2005 - April 2007
Coca-Cola Enterprises May 2002 - September 2005
Coca-Cola Enterprises January 2000 - May 2002
Coca-Cola Enterprises May 1999 - January 2000
Coca-Cola Enterprises March 1998 - May 1999
Skills
Accounting, Budgets, Consumer Products, Finance, Financial Analysis, Financial Reporting, Forecasting, Management, SAP
Education
Ithaca College 1992 — 1996
Bachelor of Science, Accounting
Rondout Valley 1988 — 1992
Diageo June 2012 - Present
Diageo November 2009 - June 2012
AllianceBernstein May 2007 - October 2009
Coca-Cola Enterprises September 2005 - April 2007
Coca-Cola Enterprises May 2002 - September 2005
Coca-Cola Enterprises January 2000 - May 2002
Coca-Cola Enterprises May 1999 - January 2000
Coca-Cola Enterprises March 1998 - May 1999
Skills
Accounting, Budgets, Consumer Products, Finance, Financial Analysis, Financial Reporting, Forecasting, Management, SAP
Education
Ithaca College 1992 — 1996
Bachelor of Science, Accounting
Rondout Valley 1988 — 1992
Eugene Shen's AllianceBernstein Experience October 2009 - April 2014
Job Director of Coaching Analytics at Baltimore Ravens
Industry Sports
Experience
Baltimore Ravens August 2014 - Present
AllianceBernstein October 2009 - April 2014
JD Capital Management September 2001 - December 2008
Long-Term Capital Management, LLC 1998 - 2001
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1998
MBA
Harvard University 1989 — 1993
AB, Applied Math with Economics
Baltimore Ravens August 2014 - Present
AllianceBernstein October 2009 - April 2014
JD Capital Management September 2001 - December 2008
Long-Term Capital Management, LLC 1998 - 2001
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1998
MBA
Harvard University 1989 — 1993
AB, Applied Math with Economics
Rao Boppana's AllianceBernstein Experience May 2006 - Present
Job Consultant at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2006 - Present
Enforsys Inc.. January 2005 - April 2006
Goldman Sachs May 2001 - December 2004
CVS Caremark Corporation May 1999 - April 2001
Skills
SDLC, SQL, Microsoft SQL Server, Requirements Analysis, Business Analysis, Sybase, .NET, Trading Systems, Unix, Agile Methodologies, Business Intelligence, Software Development, Software Project..., Vendor Management, Management, Data Warehousing, Oracle, Fixed Income, Databases, Enterprise Architecture, Integration, CRM, Equities, SOA, IT Strategy
Education
Karnatak University 1987 — 1991
BE, Electronics and Communication
AllianceBernstein May 2006 - Present
Enforsys Inc.. January 2005 - April 2006
Goldman Sachs May 2001 - December 2004
CVS Caremark Corporation May 1999 - April 2001
Skills
SDLC, SQL, Microsoft SQL Server, Requirements Analysis, Business Analysis, Sybase, .NET, Trading Systems, Unix, Agile Methodologies, Business Intelligence, Software Development, Software Project..., Vendor Management, Management, Data Warehousing, Oracle, Fixed Income, Databases, Enterprise Architecture, Integration, CRM, Equities, SOA, IT Strategy
Education
Karnatak University 1987 — 1991
BE, Electronics and Communication
Arend Elston's AllianceBernstein Experience January 2007 - February 2010
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street August 2014 - Present
Alliance Bernstein February 2010 - August 2014
AllianceBernstein January 2007 - February 2010
Edward Jones July 2004 - December 2006
Innotec December 2002 - March 2004
Innotec December 2001 - November 2002
Skills
Series 63, Separately Managed..., Mutual Funds, Asset Allocation, Series 7, Municipal Bonds, Fixed Income
Education
Hope College 1998 — 2002
Bachelor of Science (BS), Engineering
Brown City High School 1994 — 1998
State Street August 2014 - Present
Alliance Bernstein February 2010 - August 2014
AllianceBernstein January 2007 - February 2010
Edward Jones July 2004 - December 2006
Innotec December 2002 - March 2004
Innotec December 2001 - November 2002
Skills
Series 63, Separately Managed..., Mutual Funds, Asset Allocation, Series 7, Municipal Bonds, Fixed Income
Education
Hope College 1998 — 2002
Bachelor of Science (BS), Engineering
Brown City High School 1994 — 1998
Josh Duhl's AllianceBernstein Experience March 2006 - December 2012
Job Partner at Deccan Value Investors
Industry Investment Management
Experience
Deccan Value Investors January 2013 - Present
AllianceBernstein March 2006 - December 2012
McKinsey & Company 2003 - 2006
Independent Consulting 2002 - 2003
Coolboard.com 1999 - 2001
Firefly 1996 - 1997
McKinsey & Company 1994 - 1996
Education
Harvard Business School 1997 — 1999
MBA
Yale University 1990 — 1994
BA/MA, Economics
Highland Park High School 1986 — 1990
Deccan Value Investors January 2013 - Present
AllianceBernstein March 2006 - December 2012
McKinsey & Company 2003 - 2006
Independent Consulting 2002 - 2003
Coolboard.com 1999 - 2001
Firefly 1996 - 1997
McKinsey & Company 1994 - 1996
Education
Harvard Business School 1997 — 1999
MBA
Yale University 1990 — 1994
BA/MA, Economics
Highland Park High School 1986 — 1990
Yoginder Kak's AllianceBernstein Experience 1998 - 2008
Job Research Analyst, Global Equity at Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2015 - Present
Invesco Ltd. January 2011 - June 2015
Goldin Associates October 2009 - January 2011
Praesidium Investment Management January 2009 - July 2010
AllianceBernstein 1998 - 2008
Hughes Network Systems 1996 - 1998
Siemens Ltd. 1988 - 1994
Skills
Energy, Valuation, Equity Research, Financial Modeling, Equities, Investments, Asset Managment, Portfolio Management, Investment Management, Capital Markets, Asset Management, Corporate Finance, Finance, Restructuring, Financial Services, Bloomberg, Hedge Funds
Education
Tulane University 1994 — 1996
MBA, Finance
Tulane University - A.B. Freeman School of Business 1994 — 1996
MBA, Finance
Indian Institute of Technology (Banaras Hindu University), Varanasi 1984 — 1988
B.Tech, Electrical Engineering
Lord, Abbett & Co. LLC September 2015 - Present
Invesco Ltd. January 2011 - June 2015
Goldin Associates October 2009 - January 2011
Praesidium Investment Management January 2009 - July 2010
AllianceBernstein 1998 - 2008
Hughes Network Systems 1996 - 1998
Siemens Ltd. 1988 - 1994
Skills
Energy, Valuation, Equity Research, Financial Modeling, Equities, Investments, Asset Managment, Portfolio Management, Investment Management, Capital Markets, Asset Management, Corporate Finance, Finance, Restructuring, Financial Services, Bloomberg, Hedge Funds
Education
Tulane University 1994 — 1996
MBA, Finance
Tulane University - A.B. Freeman School of Business 1994 — 1996
MBA, Finance
Indian Institute of Technology (Banaras Hindu University), Varanasi 1984 — 1988
B.Tech, Electrical Engineering
arvind archarya's AllianceBernstein Experience June 2009 - Present
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
AllianceBernstein June 2009 - Present
Education
Indian Institute of Technology, Bombay
AllianceBernstein June 2009 - Present
Education
Indian Institute of Technology, Bombay
Carmine Cozelino's AllianceBernstein Experience December 2006 - November 2008
Job Vice President – Sales and Marketing at SQN Securities, LLC
Industry Financial Services
Experience
SQN Investment Group August 2014 - Present
ICON Investments December 2008 - May 2014
AllianceBernstein December 2006 - November 2008
OppenheimerFunds December 2005 - December 2006
JP Morgan Chase January 2002 - December 2005
Joseph Gunnar and Co, LLC June 2000 - January 2002
Skills
Outlook, PowerPoint, Microsoft Excel, Asset Management, Presentation Training, Sales Training, Alternative Investments, General Securities..., Sales Management, Marketing, Securities, Finance, CRM, Financial Planning, Financial Advisory, Financial Services, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Series 7
Education
Hofstra University 1997 — 1999
Batchelors of Arts, Political Science, minor in International Affairs
Nassau Community College 1994 — 1997
A.A., Liberal Arts
St Mary's High School 1990 — 1994
SQN Investment Group August 2014 - Present
ICON Investments December 2008 - May 2014
AllianceBernstein December 2006 - November 2008
OppenheimerFunds December 2005 - December 2006
JP Morgan Chase January 2002 - December 2005
Joseph Gunnar and Co, LLC June 2000 - January 2002
Skills
Outlook, PowerPoint, Microsoft Excel, Asset Management, Presentation Training, Sales Training, Alternative Investments, General Securities..., Sales Management, Marketing, Securities, Finance, CRM, Financial Planning, Financial Advisory, Financial Services, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Series 7
Education
Hofstra University 1997 — 1999
Batchelors of Arts, Political Science, minor in International Affairs
Nassau Community College 1994 — 1997
A.A., Liberal Arts
St Mary's High School 1990 — 1994
Kyle DiGangi's AllianceBernstein Experience 2008 - 2008
Job Student at James Madison University College of Business
Industry Legal Services
Experience
AllianceBernstein 2008 - 2008
Education
James Madison University 2005 — 2009
AllianceBernstein 2008 - 2008
Education
James Madison University 2005 — 2009
Chuck Vitolo's AllianceBernstein Experience August 1993 - Present
Job Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 1993 - Present
Equitable Capital January 1982 - July 1993
Equitable Life August 1976 - December 1981
Skills
Hedge Funds, Asset Management, Equities, Alternative Investments, Fixed Income, Investment Management, Securities, Investments
Education
Iona College 1976 — 1978
MBA, Accounting
CUNY Lehman College 1972 — 1976
BS, Accounting
AllianceBernstein August 1993 - Present
Equitable Capital January 1982 - July 1993
Equitable Life August 1976 - December 1981
Skills
Hedge Funds, Asset Management, Equities, Alternative Investments, Fixed Income, Investment Management, Securities, Investments
Education
Iona College 1976 — 1978
MBA, Accounting
CUNY Lehman College 1972 — 1976
BS, Accounting
Sundeep Addanki's AllianceBernstein Experience June 2006 - November 2012
Job Director, Senior Risk Manager FCC Risk Assessment Americas
Industry Financial Services
Experience
Standard Chartered Bank July 2015 - Present
Credit Suisse July 2013 - July 2015
PwC November 2012 - June 2013
AllianceBernstein June 2006 - November 2012
Merrill Lynch May 2005 - June 2006
Skills
AML, KYC, Business Analysis, Risk Management, Fraud, Sanction, Requirements Analysis, Program Management, Data Warehousing, Unix, Oracle, Project Management, SDLC, Financial Services, Financial Risk, Databases, Banking, Anti Money Laundering
Education
Stevens Institute of Technology 2003 — 2005
Master of Engineering
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor of Technology
Standard Chartered Bank July 2015 - Present
Credit Suisse July 2013 - July 2015
PwC November 2012 - June 2013
AllianceBernstein June 2006 - November 2012
Merrill Lynch May 2005 - June 2006
Skills
AML, KYC, Business Analysis, Risk Management, Fraud, Sanction, Requirements Analysis, Program Management, Data Warehousing, Unix, Oracle, Project Management, SDLC, Financial Services, Financial Risk, Databases, Banking, Anti Money Laundering
Education
Stevens Institute of Technology 2003 — 2005
Master of Engineering
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor of Technology
Gaetano DiMiceli's AllianceBernstein Experience May 2009 - Present
Job Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2009 - Present
AllianceBernstein June 2004 - May 2009
Investors Bank & Trust August 2002 - June 2004
Sanford C. Bernstein May 2000 - August 2002
Skills
Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Mutual Funds, Options, FX Options, Credit Derivatives, Middle Office, Valuation, Equity Derivatives, Settlement, Back Office, Corporate Actions, Bloomberg Terminal, Swaps, Structured Products, Interest Rate..., Market Data, Business Analysis
Education
Northeastern University 2002 — 2004
MSF, Finance
Iona College 1996 — 2000
Bachelor of Arts (B.A.), Finance, Economics
AllianceBernstein May 2009 - Present
AllianceBernstein June 2004 - May 2009
Investors Bank & Trust August 2002 - June 2004
Sanford C. Bernstein May 2000 - August 2002
Skills
Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Mutual Funds, Options, FX Options, Credit Derivatives, Middle Office, Valuation, Equity Derivatives, Settlement, Back Office, Corporate Actions, Bloomberg Terminal, Swaps, Structured Products, Interest Rate..., Market Data, Business Analysis
Education
Northeastern University 2002 — 2004
MSF, Finance
Iona College 1996 — 2000
Bachelor of Arts (B.A.), Finance, Economics
Daniel Krause's AllianceBernstein Experience June 1999 - April 2004
Job Counterpoint Mutual Funds, LLC
Industry Financial Services
Experience
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Anupam Sanyal's AllianceBernstein Experience June 2006 - February 2010
Job VP, Capital Markets, Risk Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Bank of America May 2013 - October 2014
Barclays Capital February 2010 - May 2013
AllianceBernstein June 2006 - February 2010
Centre for GIS, Qatar 1995 - 1997
Skills
Sybase, Autosys, Oracle, Data Warehousing, Perl, Message Queue, DB2, Java, Data Modeling, EAI, Architecture, Business Intelligence, Fixed Income, SDLC, Capital Markets
Education
Jadavpur University 1988 — 1992
BE
Wells Fargo October 2014 - Present
Bank of America May 2013 - October 2014
Barclays Capital February 2010 - May 2013
AllianceBernstein June 2006 - February 2010
Centre for GIS, Qatar 1995 - 1997
Skills
Sybase, Autosys, Oracle, Data Warehousing, Perl, Message Queue, DB2, Java, Data Modeling, EAI, Architecture, Business Intelligence, Fixed Income, SDLC, Capital Markets
Education
Jadavpur University 1988 — 1992
BE
Andrew Dolinsky's AllianceBernstein Experience April 2013 - January 2015
Job Acquisitions Director at Marcus Partners
Industry Venture Capital & Private Equity
Experience
Marcus Partners February 2015 - Present
AllianceBernstein April 2013 - January 2015
Centerview Partners July 2011 - April 2013
Upwardly Global July 2011 - June 2012
Kelley School of Business August 2008 - July 2011
Goldman Sachs June 2010 - August 2010
Deloitte Consulting June 2009 - August 2009
Skills
Private Equity, Microsoft Excel, Financial Modeling, Microsoft Office, Real Estate, Leadership, Financial Analysis, Market Research, Investments, PowerPoint, Team Leadership, Access, Corporate Finance, Accounting, Valuation
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance - Real Estate, Economics, International Studies
Marcus Partners February 2015 - Present
AllianceBernstein April 2013 - January 2015
Centerview Partners July 2011 - April 2013
Upwardly Global July 2011 - June 2012
Kelley School of Business August 2008 - July 2011
Goldman Sachs June 2010 - August 2010
Deloitte Consulting June 2009 - August 2009
Skills
Private Equity, Microsoft Excel, Financial Modeling, Microsoft Office, Real Estate, Leadership, Financial Analysis, Market Research, Investments, PowerPoint, Team Leadership, Access, Corporate Finance, Accounting, Valuation
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance - Real Estate, Economics, International Studies
Sarah Natow's AllianceBernstein Experience June 2007 - July 2007
Job CRM Assistant Systems Manager at The Jewish Museum
Industry Fine Art
Experience
The Jewish Museum July 2015 - Present
The Jewish Museum May 2014 - July 2015
Cooper Hewitt, Smithsonian Design Museum November 2011 - May 2014
New York Studio School 2010 - November 2011
Chalk and Vermilion June 2009 - August 2009
Office of the Attorney General of the state of New York June 2008 - July 2008
AllianceBernstein June 2007 - July 2007
Skills
Arts Administration, Event Management, Community Outreach, Nonprofits, Fundraising, Grant Writing, Grants, Art, Museums
Education
Harvard University 2006 — 2010
AB, Visual and Environmental Studies, Economics
Harvard University 2006 — 2010
Bachelor's degree, Visual and Environmental Studies
The Jewish Museum July 2015 - Present
The Jewish Museum May 2014 - July 2015
Cooper Hewitt, Smithsonian Design Museum November 2011 - May 2014
New York Studio School 2010 - November 2011
Chalk and Vermilion June 2009 - August 2009
Office of the Attorney General of the state of New York June 2008 - July 2008
AllianceBernstein June 2007 - July 2007
Skills
Arts Administration, Event Management, Community Outreach, Nonprofits, Fundraising, Grant Writing, Grants, Art, Museums
Education
Harvard University 2006 — 2010
AB, Visual and Environmental Studies, Economics
Harvard University 2006 — 2010
Bachelor's degree, Visual and Environmental Studies
Jon Hanak's AllianceBernstein Experience 1998 - 2009
Job VP Director of Business Enhancement Services and Training
Industry Financial Services
Experience
AllianceBernstein Investor Services September 1998 - Present
AllianceBernstein 1998 - 2009
Education
Hofstra University 1986 — 1990
BBA, International Business
AllianceBernstein Investor Services September 1998 - Present
AllianceBernstein 1998 - 2009
Education
Hofstra University 1986 — 1990
BBA, International Business
Patricia Maciarz's AllianceBernstein Experience 2005 - Present
Job Vice President/Office Services at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein 2005 - Present
St. Patrick School, Bay Shore, NY 2007 - 2009
Gruner + Jahr 1997 - 2005
Interep 1985 - 1996
Skills
Customer Service, Vendor Management, Financial Services, Strategic Planning, Team Leadership, Contract Negotiation, Process Improvement, Project Management, Business Process..., Budgets, Negotiation, Equities, Management, Asset Managment, Microsoft Office, Asset Management, Leadership
Education
Hofstra University 1980 — 1984
BA, Communication Arts
AllianceBernstein 2005 - Present
St. Patrick School, Bay Shore, NY 2007 - 2009
Gruner + Jahr 1997 - 2005
Interep 1985 - 1996
Skills
Customer Service, Vendor Management, Financial Services, Strategic Planning, Team Leadership, Contract Negotiation, Process Improvement, Project Management, Business Process..., Budgets, Negotiation, Equities, Management, Asset Managment, Microsoft Office, Asset Management, Leadership
Education
Hofstra University 1980 — 1984
BA, Communication Arts
Jennifer Petersen's AllianceBernstein Experience September 2008 - March 2012
Job Administrative Assistant III at Baird Capital
Industry Financial Services
Experience
Baird Capital April 2012 - Present
AllianceBernstein September 2008 - March 2012
Sidney Garber Jewelers September 2007 - August 2008
Skills
Concur, Outlook, Microsoft Office, PowerPoint, Event Planning, Office Management, Management, Microsoft Excel, Employee Relations, Cpr Certified, First Aid, AED, Human Resources, Marketing, Mac OS X, Filemaker Pro, Recruiting, Customer Service
Education
Indiana University Bloomington 2003 — 2007
BA, English
Baird Capital April 2012 - Present
AllianceBernstein September 2008 - March 2012
Sidney Garber Jewelers September 2007 - August 2008
Skills
Concur, Outlook, Microsoft Office, PowerPoint, Event Planning, Office Management, Management, Microsoft Excel, Employee Relations, Cpr Certified, First Aid, AED, Human Resources, Marketing, Mac OS X, Filemaker Pro, Recruiting, Customer Service
Education
Indiana University Bloomington 2003 — 2007
BA, English
Steven Xiangyu Lai's AllianceBernstein Experience September 2011 - June 2012
Job Tech Lead / Principle Quantitative Developer
Industry Financial Services
Experience
ITG July 2012 - Present
AllianceBernstein September 2011 - June 2012
FactSet Research Systems May 2010 - June 2011
Stevens Institute of Technology September 2004 - May 2010
MarketAxess July 2007 - February 2009
Skills
C++, Fixed Income, Algorithms, Java, Options, Perl, SQL, Equities, Trading, Software Development, Linux, Matlab, Testing, Optimization, Multithreading, XML, CPLEX, Mathematical Modeling, Python, C#, .NET, Derivatives, Eclipse, Unix, Trading Systems
Education
Stevens Institute of Technology
Doctor of Philosophy (Ph.D.) drop out, Math and Management Science
Chinese Academy of Sciences
Master, Electronic Engineering
Jilin University
BS, Computer Science
ITG July 2012 - Present
AllianceBernstein September 2011 - June 2012
FactSet Research Systems May 2010 - June 2011
Stevens Institute of Technology September 2004 - May 2010
MarketAxess July 2007 - February 2009
Skills
C++, Fixed Income, Algorithms, Java, Options, Perl, SQL, Equities, Trading, Software Development, Linux, Matlab, Testing, Optimization, Multithreading, XML, CPLEX, Mathematical Modeling, Python, C#, .NET, Derivatives, Eclipse, Unix, Trading Systems
Education
Stevens Institute of Technology
Doctor of Philosophy (Ph.D.) drop out, Math and Management Science
Chinese Academy of Sciences
Master, Electronic Engineering
Jilin University
BS, Computer Science
Sasan Doroudian's AllianceBernstein Experience October 2011 - Present
Job Credit trader
Industry Financial Services
Experience
AllianceBernstein October 2011 - Present
Societe Generale 2010 - September 2011
MNB, LLC 2009 - 2010
SAC Capital November 2004 - March 2008
UBS Investment Bank November 2000 - March 2004
Paine Webber March 1996 - March 2000
Firmseek 2000 - 2000
Credit Suisse First Boston March 1995 - March 1996
Kidder Peabody September 1993 - March 1996
Education
Haverford College 1988 — 1992
B.A., Philosophy
AllianceBernstein October 2011 - Present
Societe Generale 2010 - September 2011
MNB, LLC 2009 - 2010
SAC Capital November 2004 - March 2008
UBS Investment Bank November 2000 - March 2004
Paine Webber March 1996 - March 2000
Firmseek 2000 - 2000
Credit Suisse First Boston March 1995 - March 1996
Kidder Peabody September 1993 - March 1996
Education
Haverford College 1988 — 1992
B.A., Philosophy
Daniel Hidder's AllianceBernstein Experience November 2010 - June 2014
Job Director, Marketing & Business Development at Segall Bryant & Hamill
Industry Investment Management
Experience
Segall Bryant & Hamill June 2014 - Present
AllianceBernstein November 2010 - June 2014
InterCall August 2009 - November 2010
First American Trust, LLC May 2008 - February 2009
Skills
Series 7, Series 63
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Finance
New Trier High School 2001 — 2005
Segall Bryant & Hamill June 2014 - Present
AllianceBernstein November 2010 - June 2014
InterCall August 2009 - November 2010
First American Trust, LLC May 2008 - February 2009
Skills
Series 7, Series 63
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Finance
New Trier High School 2001 — 2005
Jason Graeb, C(k)P®'s AllianceBernstein Experience 2006 - 2008
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
MassMutual Financial Group January 2013 - February 2015
The Hartford August 2008 - January 2013
AllianceBernstein 2006 - 2008
Travelers Life & Annuity 2004 - 2006
Merrill Lynch 2002 - 2004
Datek Online January 2000 - January 2002
Skills
Profit Sharing, Series 7, Retirement, Retirement Planning, Pensions, C(k)P®, Sales, Consulting, Cash Balance, Series 63, 401k, Mutual Funds, Investments, Financial Advisory, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Planners, Retirement Plan..., Wealth Management, Series 65, Series 6
Education
Indiana University of Pennsylvania 1994 — 1998
BA, Finance
JPMorgan Chase & Co. February 2015 - Present
MassMutual Financial Group January 2013 - February 2015
The Hartford August 2008 - January 2013
AllianceBernstein 2006 - 2008
Travelers Life & Annuity 2004 - 2006
Merrill Lynch 2002 - 2004
Datek Online January 2000 - January 2002
Skills
Profit Sharing, Series 7, Retirement, Retirement Planning, Pensions, C(k)P®, Sales, Consulting, Cash Balance, Series 63, 401k, Mutual Funds, Investments, Financial Advisory, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Planners, Retirement Plan..., Wealth Management, Series 65, Series 6
Education
Indiana University of Pennsylvania 1994 — 1998
BA, Finance
Anthony Riczo's AllianceBernstein Experience August 2007 - October 2008
Job Business Application Specialist at Wells Fargo
Industry Banking
Experience
Business Application Specialist August 2011 - Present
Wachovia, A Wells Fargo Company April 2009 - August 2011
AllianceBernstein August 2007 - October 2008
Centennial Wireless January 1999 - January 2005
Education
Indiana Institute of Technology 2001 — 2005
Bachelor's Degree, Business Administration and Management, General, 3.4
Business Application Specialist August 2011 - Present
Wachovia, A Wells Fargo Company April 2009 - August 2011
AllianceBernstein August 2007 - October 2008
Centennial Wireless January 1999 - January 2005
Education
Indiana Institute of Technology 2001 — 2005
Bachelor's Degree, Business Administration and Management, General, 3.4
Carlos Narvaez, CFA's AllianceBernstein Experience 2005 - 2007
Job Director at Merrill Lynch, Managed Account Advisors LLC
Industry Financial Services
Experience
Merrill Lynch Vice President, CFAMerrill LynchOctober 2007 - December 2014
AllianceBernstein 2005 - 2007
Skills
Portfolio Management, Mutual Funds, Fixed Income, Equities, Capital Markets, Asset Management, Alternative Investments, Wealth Management, Securities
Education
Hobart and William Smith Colleges 1993 — 1997
Bachelor's Degree, Political Science and Government
Merrill Lynch Vice President, CFAMerrill LynchOctober 2007 - December 2014
AllianceBernstein 2005 - 2007
Skills
Portfolio Management, Mutual Funds, Fixed Income, Equities, Capital Markets, Asset Management, Alternative Investments, Wealth Management, Securities
Education
Hobart and William Smith Colleges 1993 — 1997
Bachelor's Degree, Political Science and Government
Henry Tu's AllianceBernstein Experience 2000 - 2002
Job Vice President, Global Strategy, Governance & Enterprise Architecture at AIG
Industry Information Technology and Services
Experience
American International Group, Inc. 2011 - Present
Power Of Java, LLC 2003 - 2011
Marsh & McLennan Companies, Inc. 2002 - 2003
AllianceBernstein 2000 - 2002
Bank of New York Mellon 1998 - 2000
Capital One Financial 1994 - 1998
Intellisoft Inc 1993 - 1994
National Aeronautics and Space Administration (NASA) Earth Observing System (EOS) 1992 - 1993
Skills
Enterprise Architecture, Governance, SDLC, IT Strategy, Management, Strategy, Business Intelligence, Architecture, Information Technology, Business Analysis, TOGAF, IT Management, Architectures, Vendor Management, Java Enterprise Edition, Risk Management, Program Management, TOGAF Certified Sr...., Photography, C/C++, Enterprise Software, Aviation, Investments, Stocks, Options, Futures Trading, FOREX, Wealth Management
Education
Jackson State University 1992 — 1993
Master Degree, Computer Science
American International Group, Inc. 2011 - Present
Power Of Java, LLC 2003 - 2011
Marsh & McLennan Companies, Inc. 2002 - 2003
AllianceBernstein 2000 - 2002
Bank of New York Mellon 1998 - 2000
Capital One Financial 1994 - 1998
Intellisoft Inc 1993 - 1994
National Aeronautics and Space Administration (NASA) Earth Observing System (EOS) 1992 - 1993
Skills
Enterprise Architecture, Governance, SDLC, IT Strategy, Management, Strategy, Business Intelligence, Architecture, Information Technology, Business Analysis, TOGAF, IT Management, Architectures, Vendor Management, Java Enterprise Edition, Risk Management, Program Management, TOGAF Certified Sr...., Photography, C/C++, Enterprise Software, Aviation, Investments, Stocks, Options, Futures Trading, FOREX, Wealth Management
Education
Jackson State University 1992 — 1993
Master Degree, Computer Science
Thomas Schmitt's AllianceBernstein Experience 1996 - 2008
Job Senior Vice President Kurdistan at Hunt Oil Company
Industry Investment Management
Experience
Hunt Oil Company September 2012 - Present
Taum Sauk Capital April 2008 - November 2012
AllianceBernstein 1996 - 2008
Atlantic Richfield Corporation (Now BP) June 1979 - February 1996
Education
Harvard Business School 1989 — 1991
MBA, General Management
University of Missouri-Rolla 1975 — 1979
BS, Chemical Engineering
Hunt Oil Company September 2012 - Present
Taum Sauk Capital April 2008 - November 2012
AllianceBernstein 1996 - 2008
Atlantic Richfield Corporation (Now BP) June 1979 - February 1996
Education
Harvard Business School 1989 — 1991
MBA, General Management
University of Missouri-Rolla 1975 — 1979
BS, Chemical Engineering
Michelle Stonebrink's AllianceBernstein Experience September 2014 - Present
Job Private Client Coordinator at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein September 2014 - Present
KPMG August 2013 - September 2014
AllianceBernstein June 2012 - July 2013
James Madison University August 2011 - May 2012
James Madison University August 2011 - May 2012
James Madison University August 2009 - December 2009
Skills
Microsoft Office, Training & Development, Organizational..., Organizational..., Promotions, Editing, Scheduling Management, Presentation Material, Public Speaking, Employee Training, Research, Marketing, Social Networking, Social Media, Social Media Marketing, Event Planning, Corporate Events, Sales
Education
James Madison University 2008 — 2012
Bachelor of Science (B.S.), Communication Studies, Human Resources
Menendez Pelayo International University 2011 — 2011
AllianceBernstein September 2014 - Present
KPMG August 2013 - September 2014
AllianceBernstein June 2012 - July 2013
James Madison University August 2011 - May 2012
James Madison University August 2011 - May 2012
James Madison University August 2009 - December 2009
Skills
Microsoft Office, Training & Development, Organizational..., Organizational..., Promotions, Editing, Scheduling Management, Presentation Material, Public Speaking, Employee Training, Research, Marketing, Social Networking, Social Media, Social Media Marketing, Event Planning, Corporate Events, Sales
Education
James Madison University 2008 — 2012
Bachelor of Science (B.S.), Communication Studies, Human Resources
Menendez Pelayo International University 2011 — 2011
Douglas Campomenosi's AllianceBernstein Experience May 2003 - Present
Job Technical Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein May 2003 - Present
Education
Iona College
BA, Psychology
AllianceBernstein May 2003 - Present
Education
Iona College
BA, Psychology
Brett Dearing's AllianceBernstein Experience January 2008 - January 2009
Job Senior Director, Wealth Management Services at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2015 - Present
Viceroy Consulting Services LLC, August 2009 - Present
Cole Real Estate Investments September 2011 - May 2013
Viceroy Consulting Services LLC July 2009 - September 2011
AllianceBernstein Investment, Inc December 2008 - September 2009
AllianceBernstein January 2008 - January 2009
AllianceBernstein August 2004 - September 2008
Goldman Sachs January 1998 - December 2003
New England Funds January 1996 - January 1998
Federated Investors August 1992 - January 1996
Skills
Business Development, Portfolio Management, Investment Management, Strategy, Alternative Investments, Asset Managment, Mutual Funds, Asset Management, New Business Development, Financial Services, Hedge Funds, Dynamic Speaker, Financial Advisory, Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial..., Retirement, Investment Banking, Separately Managed..., Fixed Annuities, Mergers & Acquisitions, Series 7, Wealth Management..., Securities, Series 63, Wealth, High Net Worth..., Fixed Income, ETFs, Investments, Equities, Retirement Planning, Bonds, FINRA, Financial Planning
Education
Indiana University of Pennsylvania 1987 — 1991
Bachelor of Science Degree, Management Information Systems with Concentration in Finance
BNY Mellon Wealth Management January 2015 - Present
Viceroy Consulting Services LLC, August 2009 - Present
Cole Real Estate Investments September 2011 - May 2013
Viceroy Consulting Services LLC July 2009 - September 2011
AllianceBernstein Investment, Inc December 2008 - September 2009
AllianceBernstein January 2008 - January 2009
AllianceBernstein August 2004 - September 2008
Goldman Sachs January 1998 - December 2003
New England Funds January 1996 - January 1998
Federated Investors August 1992 - January 1996
Skills
Business Development, Portfolio Management, Investment Management, Strategy, Alternative Investments, Asset Managment, Mutual Funds, Asset Management, New Business Development, Financial Services, Hedge Funds, Dynamic Speaker, Financial Advisory, Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial..., Retirement, Investment Banking, Separately Managed..., Fixed Annuities, Mergers & Acquisitions, Series 7, Wealth Management..., Securities, Series 63, Wealth, High Net Worth..., Fixed Income, ETFs, Investments, Equities, Retirement Planning, Bonds, FINRA, Financial Planning
Education
Indiana University of Pennsylvania 1987 — 1991
Bachelor of Science Degree, Management Information Systems with Concentration in Finance
Raymond Papera's AllianceBernstein Experience September 2007 - Present
Job Senior VicePresident at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein September 2007 - Present
AllianceBernstein June 1991 - Present
Scudder Investments 1985 - 1991
Lehman Management Company 1982 - 1985
Skills
Equities, Fixed Income, Mutual Funds, Hedge Funds, Alternative Investments, Money Market, Asset Managment, Bloomberg, Series 7, Portfolio Management
Education
Husson University 1974 — 1978
BS, Accounting
Husson University 1974 — 1978
Bachelor of Science (BS), Accounting
AllianceBernstein September 2007 - Present
AllianceBernstein June 1991 - Present
Scudder Investments 1985 - 1991
Lehman Management Company 1982 - 1985
Skills
Equities, Fixed Income, Mutual Funds, Hedge Funds, Alternative Investments, Money Market, Asset Managment, Bloomberg, Series 7, Portfolio Management
Education
Husson University 1974 — 1978
BS, Accounting
Husson University 1974 — 1978
Bachelor of Science (BS), Accounting
Prashant Tewari's AllianceBernstein Experience 2005 - Present
Job Professional
Industry Investment Management
Experience
AllianceBernstein 2005 - Present
McKinsey & Company 2000 - 2005
Standard Chartered Bank 1995 - 1998
Education
University of Chicago Graduate School of Business 1998 — 2000
MBA
Indian Institute of Management, Lucknow
MBA
Indian Institute of Technology, Kanpur
AllianceBernstein 2005 - Present
McKinsey & Company 2000 - 2005
Standard Chartered Bank 1995 - 1998
Education
University of Chicago Graduate School of Business 1998 — 2000
MBA
Indian Institute of Management, Lucknow
MBA
Indian Institute of Technology, Kanpur
Audrey Reinebach's AllianceBernstein Experience 1996 - 2000
Job Real Estate Professional
Industry Real Estate
Experience
Weichert Realtors 2000 - Present
Independent Consultant 2000 - Present
Long Hill Christian Preschool 2010 - 2012
AllianceBernstein 1996 - 2000
Merrill Lynch 1994 - 1996
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Heidelberg College
Weichert Realtors 2000 - Present
Independent Consultant 2000 - Present
Long Hill Christian Preschool 2010 - 2012
AllianceBernstein 1996 - 2000
Merrill Lynch 1994 - 1996
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Heidelberg College
Courtney Tumm's AllianceBernstein Experience June 2014 - Present
Job Regional Consultant at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2014 - Present
Cohen & Steers May 2011 - May 2014
Citi May 2008 - March 2011
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Equities, Fixed Income, Asset Management, Investments, Securities, Alternative Investments, Wealth Management, Bloomberg, Financial Services, Portfolio Management, Uniform Combined State..., FINRA, Series 65, Retirement Planning, Investment Strategies, ETFs
Education
Iona College 2005 — 2008
BBA, Finance
AllianceBernstein June 2014 - Present
Cohen & Steers May 2011 - May 2014
Citi May 2008 - March 2011
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Equities, Fixed Income, Asset Management, Investments, Securities, Alternative Investments, Wealth Management, Bloomberg, Financial Services, Portfolio Management, Uniform Combined State..., FINRA, Series 65, Retirement Planning, Investment Strategies, ETFs
Education
Iona College 2005 — 2008
BBA, Finance
ranjith kumar Edula's AllianceBernstein Experience June 2009 - September 2009
Job NAS Storage Engineer II at Rackspace US
Industry Computer Networking
Experience
Rackspace, the #1 managed cloud company August 2014 - Present
Blackboard November 2010 - August 2014
JPMorgan Chase March 2010 - October 2010
JPMorgan Chase September 2009 - December 2009
AllianceBernstein June 2009 - September 2009
Skills
NetApp, SAN, NAS, NFS, Disaster Recovery, NetApp Filers, High Availability, EMC Storage, Microsoft Exchange, Netbackup, Troubleshooting, Storage, Data ONTAP 7-Mode, Data ONTAP C-Mode, NCIE Certified, Windows, isilon
Education
Southern Illinois University, Carbondale 2006 — 2008
Masters, E.C.E
Jawaharlal Nehru Technological University 2002 — 2006
B.Tech, E.C.E
Rackspace, the #1 managed cloud company August 2014 - Present
Blackboard November 2010 - August 2014
JPMorgan Chase March 2010 - October 2010
JPMorgan Chase September 2009 - December 2009
AllianceBernstein June 2009 - September 2009
Skills
NetApp, SAN, NAS, NFS, Disaster Recovery, NetApp Filers, High Availability, EMC Storage, Microsoft Exchange, Netbackup, Troubleshooting, Storage, Data ONTAP 7-Mode, Data ONTAP C-Mode, NCIE Certified, Windows, isilon
Education
Southern Illinois University, Carbondale 2006 — 2008
Masters, E.C.E
Jawaharlal Nehru Technological University 2002 — 2006
B.Tech, E.C.E
George Luo's AllianceBernstein Experience May 2004 - June 2006
Job Experienced finance professional
Industry Financial Services
Experience
Canaccord Genuity Asia September 2009 - June 2012
Guosen Securities July 2007 - September 2009
Columbia Management May 2006 - June 2007
AllianceBernstein May 2004 - June 2006
Education
Yale School of Management 2002 — 2004
Master of Business Administration (MBA), Finance
Wayne State University 1995 — 1997
Master of Science (MS), Computer Science
Huazhong University of Science and Technology 1988 — 1994
Bachelor's degree, Computer Science
Canaccord Genuity Asia September 2009 - June 2012
Guosen Securities July 2007 - September 2009
Columbia Management May 2006 - June 2007
AllianceBernstein May 2004 - June 2006
Education
Yale School of Management 2002 — 2004
Master of Business Administration (MBA), Finance
Wayne State University 1995 — 1997
Master of Science (MS), Computer Science
Huazhong University of Science and Technology 1988 — 1994
Bachelor's degree, Computer Science
D. Aaron DeVore's AllianceBernstein Experience October 2014 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
AllianceBernstein October 2014 - Present
AllianceBernstein April 2013 - October 2014
Kforce At USAA September 2008 - October 2012
KForce at USAA September 2008 - October 2012
Smith Protection Security July 2006 - August 2008
Smith Protection Security April 2005 - July 2006
Skills
Security, Avaya, Access, VoIP, VPN, Databases, Active Directory, Computer Hardware, Disaster Recovery, Information Technology, Servers, Software Installation, Technical Support, Windows 7, Troubleshooting, SharePoint, Visio
Education
San Antonio College 1996 — 1996
ITT Technical Institute-San Antonio
AllianceBernstein October 2014 - Present
AllianceBernstein April 2013 - October 2014
Kforce At USAA September 2008 - October 2012
KForce at USAA September 2008 - October 2012
Smith Protection Security July 2006 - August 2008
Smith Protection Security April 2005 - July 2006
Skills
Security, Avaya, Access, VoIP, VPN, Databases, Active Directory, Computer Hardware, Disaster Recovery, Information Technology, Servers, Software Installation, Technical Support, Windows 7, Troubleshooting, SharePoint, Visio
Education
San Antonio College 1996 — 1996
ITT Technical Institute-San Antonio
Nick DiChiara's AllianceBernstein Experience January 2014 - Present
Job EUT at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2014 - Present
W.P. Stewart September 2002 - January 2014
Education
Hofstra University 1998 — 2002
Bachelor of Science (BS), BCIS
AllianceBernstein January 2014 - Present
W.P. Stewart September 2002 - January 2014
Education
Hofstra University 1998 — 2002
Bachelor of Science (BS), BCIS
Christopher Malick's AllianceBernstein Experience January 2014 - Present
Job Pricing & Valuation Analyst at AB
Industry Financial Services
Experience
AllianceBernstein January 2014 - Present
State Street August 2012 - April 2014
Xanadu May 2011 - August 2012
Cape Atlantic Title Agency August 2009 - May 2011
Skills
Bloomberg, Financial Analysis, Valuation, Fixed Income, Equities, Hedge Funds, Financial Modeling, Asset Management, Financial Services, Pricing, Investments
Education
Iona College 2007 — 2011
Bachelor's degree, Finance, General
AllianceBernstein January 2014 - Present
State Street August 2012 - April 2014
Xanadu May 2011 - August 2012
Cape Atlantic Title Agency August 2009 - May 2011
Skills
Bloomberg, Financial Analysis, Valuation, Fixed Income, Equities, Hedge Funds, Financial Modeling, Asset Management, Financial Services, Pricing, Investments
Education
Iona College 2007 — 2011
Bachelor's degree, Finance, General
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management