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
Sherri Bohman Sherri Bohman's AllianceBernstein Experience September 2012 - June 2014
Job MBA Candidate, McCombs School of Business
Industry Marketing and Advertising
Experience
McCombs School of Business The University of Texas at Austin August 2014 - Present
Genentech June 2015 - August 2015
AllianceBernstein September 2012 - June 2014
B & H Systems, LLC September 2010 - November 2013
AllianceBernstein January 2012 - September 2012
AllianceBernstein July 2010 - January 2012
AllianceBernstein January 2008 - July 2010
Skills
Alternative Investments, Customer Service, Project Management, Product Marketing, Email Marketing, Marketing Strategy, Cross-functional..., New Business Development, Event Planning
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Lehigh University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
IES Paris/L'Institute Catholique 2005 — 2005
Study Abroad, French Studies
McCombs School of Business The University of Texas at Austin August 2014 - Present
Genentech June 2015 - August 2015
AllianceBernstein September 2012 - June 2014
B & H Systems, LLC September 2010 - November 2013
AllianceBernstein January 2012 - September 2012
AllianceBernstein July 2010 - January 2012
AllianceBernstein January 2008 - July 2010
Skills
Alternative Investments, Customer Service, Project Management, Product Marketing, Email Marketing, Marketing Strategy, Cross-functional..., New Business Development, Event Planning
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Lehigh University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
IES Paris/L'Institute Catholique 2005 — 2005
Study Abroad, French Studies
Hendrik de Ruiter Hendrik de Ruiter's AllianceBernstein Experience October 2014 - Present
Job Regional Consultant at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2014 - Present
R. Seelaus & Co., Inc. June 2013 - July 2014
Merrill Lynch June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Skills
Bloomberg, PowerPoint, Microsoft Excel, Economics, Microsoft Word, Corporate Finance, Microsoft Office
Education
Muhlenberg College 2009 — 2013
Bachelor's degree, Finance and Business Administration
Maastricht University 2011 — 2011
Study Abroad
AllianceBernstein October 2014 - Present
R. Seelaus & Co., Inc. June 2013 - July 2014
Merrill Lynch June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Skills
Bloomberg, PowerPoint, Microsoft Excel, Economics, Microsoft Word, Corporate Finance, Microsoft Office
Education
Muhlenberg College 2009 — 2013
Bachelor's degree, Finance and Business Administration
Maastricht University 2011 — 2011
Study Abroad
Goro Abe Goro Abe's AllianceBernstein Experience May 2005 - Present
Job Senior Manager of Events at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein May 2005 - Present
United Way of Tri-State November 2000 - May 2005
Japan Airlines January 1999 - October 2000
JAL International Service, Inc June 1995 - December 1998
Skills
Corporate Events, Event Management, Event Planning, Marketing, Marketing Communications, Marketing Strategy, Corporate Communications, Meeting Planning
Education
Le Moyne College
AllianceBernstein May 2005 - Present
United Way of Tri-State November 2000 - May 2005
Japan Airlines January 1999 - October 2000
JAL International Service, Inc June 1995 - December 1998
Skills
Corporate Events, Event Management, Event Planning, Marketing, Marketing Communications, Marketing Strategy, Corporate Communications, Meeting Planning
Education
Le Moyne College
Julianne Nazzaro Julianne Nazzaro's AllianceBernstein Experience 2005 - 2008
Job Investor Relations Associate at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies November 2011 - May 2012
Bridgewater Associates December 2009 - September 2011
AllianceBernstein 2005 - 2008
Education
Manhattan College 1999 — 2003
Economics, Economics
SS&C Technologies November 2011 - May 2012
Bridgewater Associates December 2009 - September 2011
AllianceBernstein 2005 - 2008
Education
Manhattan College 1999 — 2003
Economics, Economics
Victoria Bowen Victoria Bowen's AllianceBernstein Experience 1997 - 2001
Job Experienced Accounting Professional
Industry Accounting
Experience
Bowen Realty LLC 2009 - Present
AllianceBernstein 1997 - 2001
CNA Insurance 1997 - 1997
Monetta Financial Services 1993 - 1997
Cesario DeNicolo, CPA 1992 - 1993
Skills
Accounting, Organizational Design, Prioritisation, Analytic Problem Solving, Work Well Independently, Team-orientated, Superb Communicator, Microsoft Office
Education
Loyola University of Chicago 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
Bowen Realty LLC 2009 - Present
AllianceBernstein 1997 - 2001
CNA Insurance 1997 - 1997
Monetta Financial Services 1993 - 1997
Cesario DeNicolo, CPA 1992 - 1993
Skills
Accounting, Organizational Design, Prioritisation, Analytic Problem Solving, Work Well Independently, Team-orientated, Superb Communicator, Microsoft Office
Education
Loyola University of Chicago 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
Gary Wasilewski Gary Wasilewski's AllianceBernstein Experience September 2013 - Present
Job Regional Information Systems Manager at AllianceBernstein
Industry Information Technology and Services
Experience
AllianceBernstein September 2013 - Present
DIRECTV March 2010 - October 2011
Skills
Windows XP, Servers, Technical Support, Software Installation, Active Directory, Windows 7, Information Technology, Computer Hardware, Troubleshooting, Hardware, Windows Server, Computers, Wireless Networking, Networking, Microsoft Exchange, Help Desk Support, Laptops, System Deployment, IT Service Management, Microsoft Technologies, System Administration, Windows, Computer Repair, Network Administration, Computer Security, Operating Systems, Computer Maintenance, Printers, Blackberry Enterprise..., Blackberry, Citrix, Remote Desktop, Mobile Applications
Education
New Jersey City University 2005 — 2006
Geology/Earth Science, General
Kean University 2002 — 2005
Atmospheric Sciences and Meteorology
AllianceBernstein September 2013 - Present
DIRECTV March 2010 - October 2011
Skills
Windows XP, Servers, Technical Support, Software Installation, Active Directory, Windows 7, Information Technology, Computer Hardware, Troubleshooting, Hardware, Windows Server, Computers, Wireless Networking, Networking, Microsoft Exchange, Help Desk Support, Laptops, System Deployment, IT Service Management, Microsoft Technologies, System Administration, Windows, Computer Repair, Network Administration, Computer Security, Operating Systems, Computer Maintenance, Printers, Blackberry Enterprise..., Blackberry, Citrix, Remote Desktop, Mobile Applications
Education
New Jersey City University 2005 — 2006
Geology/Earth Science, General
Kean University 2002 — 2005
Atmospheric Sciences and Meteorology
Armando Llanes Llanear47@gmail.com Armando Llanes Llanear47@gmail.com's AllianceBernstein Experience October 2003 - March 2009
Job AVP Participant Communications and Strategy at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2011 - Present
Landmark Education November 2007 - June 2015
Open Door Ministries January 2010 - December 2012
Retirement Educators January 2010 - June 2011
Lisa James Otto Country Properties February 2010 - May 2011
AllianceBernstein October 2003 - March 2009
Merrill Lynch March 2000 - October 2003
The Vanguard Group April 1993 - March 2000
The Vanguard Group May 1990 - April 1993
Skills
Relationship Management, Project Management, Financial Services, Public Speaking, Strategic Planning, Vendor Management, Leadership, Coaching, Team Building, Workshop Facilitation, Leadership Development, Team Leadership, Sales, Marketing, Event Planning, Investments, Training, Change Management, Consulting, Management
Education
Kean University 1984 — 1986
Business Administration
Saint Peter's University 1983 — 1984
Business Administration
Transamerica Retirement Solutions July 2011 - Present
Landmark Education November 2007 - June 2015
Open Door Ministries January 2010 - December 2012
Retirement Educators January 2010 - June 2011
Lisa James Otto Country Properties February 2010 - May 2011
AllianceBernstein October 2003 - March 2009
Merrill Lynch March 2000 - October 2003
The Vanguard Group April 1993 - March 2000
The Vanguard Group May 1990 - April 1993
Skills
Relationship Management, Project Management, Financial Services, Public Speaking, Strategic Planning, Vendor Management, Leadership, Coaching, Team Building, Workshop Facilitation, Leadership Development, Team Leadership, Sales, Marketing, Event Planning, Investments, Training, Change Management, Consulting, Management
Education
Kean University 1984 — 1986
Business Administration
Saint Peter's University 1983 — 1984
Business Administration
Adriano Medina, CAMS Adriano Medina, CAMS's AllianceBernstein Experience June 2010 - September 2010
Job AntiMoney Laundering: Enhanced Due Diligence Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley, Legal and Compliance Division September 2014 - Present
Morgan Stanley June 2012 - August 2014
Starbucks Coffee Company December 2005 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
U.S. Department of State, U.S. Mission to the United Nations February 2011 - May 2011
AllianceBernstein June 2010 - September 2010
New York Stock Exchange Euronext April 2010 - June 2010
U.S. Department of Commerce, International Trade Administration September 2009 - December 2009
Bank of America Merrill Lynch September 2009 - October 2009
Rebellion Research July 2009 - August 2009
Skills
Research, Market Research, Microsoft Excel, Analysis, Microsoft Office, Spanish, PowerPoint, Microsoft Word, Economics, Management, International Relations, Customer Service, Finance, Diplomacy, Outlook, Project Management, Bloomberg Terminal, Public Speaking, Business Development, Access, Human Resources, Marketing, Portfolio Management, Teaching, FactSet Terminal, Series 7, CAMS, Certifiied Anti-Money..., ACAMS, Certified Anti-Money..., Anti Money Laundering, Enhanced Due Diligence, Know Your Client, AML, KYC, EDD, OFAC, USA PATRIOT Act, Palantir, Westlaw, World Check, World History, RDC, Global Watch List, Compliance, Wealth Management, Private Banking, Series 66, Sanctions, Private Wealth...
Education
Long Island University, Brooklyn Campus 2007 — 2012
BA, History
Aviation High School 2003 — 2007
High School Diploma, Airframe Mechanics and Aircraft Maintenance Technology/Technician
Morgan Stanley, Legal and Compliance Division September 2014 - Present
Morgan Stanley June 2012 - August 2014
Starbucks Coffee Company December 2005 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
U.S. Department of State, U.S. Mission to the United Nations February 2011 - May 2011
AllianceBernstein June 2010 - September 2010
New York Stock Exchange Euronext April 2010 - June 2010
U.S. Department of Commerce, International Trade Administration September 2009 - December 2009
Bank of America Merrill Lynch September 2009 - October 2009
Rebellion Research July 2009 - August 2009
Skills
Research, Market Research, Microsoft Excel, Analysis, Microsoft Office, Spanish, PowerPoint, Microsoft Word, Economics, Management, International Relations, Customer Service, Finance, Diplomacy, Outlook, Project Management, Bloomberg Terminal, Public Speaking, Business Development, Access, Human Resources, Marketing, Portfolio Management, Teaching, FactSet Terminal, Series 7, CAMS, Certifiied Anti-Money..., ACAMS, Certified Anti-Money..., Anti Money Laundering, Enhanced Due Diligence, Know Your Client, AML, KYC, EDD, OFAC, USA PATRIOT Act, Palantir, Westlaw, World Check, World History, RDC, Global Watch List, Compliance, Wealth Management, Private Banking, Series 66, Sanctions, Private Wealth...
Education
Long Island University, Brooklyn Campus 2007 — 2012
BA, History
Aviation High School 2003 — 2007
High School Diploma, Airframe Mechanics and Aircraft Maintenance Technology/Technician
Dan McGouran / 1000+ Connections Dan McGouran / 1000+ Connections's AllianceBernstein Experience 2000 - 2007
Job Regional Vice President, Incapital Wealth Management Solutions covering Texas | Oklahoma | Louisiana
Industry Financial Services
Experience
Incapital Wealth Management Solutions December 2014 - Present
Stadion Money Management April 2014 - December 2014
Edward Jones January 2014 - March 2014
Advisors Asset Management, Inc. January 2013 - January 2014
Advisors Asset Management April 2009 - December 2012
ClientWise, LLC July 2008 - March 2009
MS Society - Greater North Jersey Chapter July 2007 - January 2009
Greater North Jersey MS Society January 2007 - January 2009
LPL Financial Services August 2007 - July 2008
AllianceBernstein 2000 - 2007
Skills
Retirement Planning, Fixed Income, Wealth Management, Financial Services, Series 7, Financial Advisory, Retirement, SMA, Unit Investment Trusts, Finance, ETFs, Investment Management, Strategy, Asset Allocation, Leadership, Securities, Relationship Management, Alternative Investments, Mutual Funds, Investments, Series 63, Investment Advisory
Education
Manhattan College 1998 — 2001
Bachelor's degree, Organizational Leadership
Paramus Catholic 1984 — 1986
Incapital Wealth Management Solutions December 2014 - Present
Stadion Money Management April 2014 - December 2014
Edward Jones January 2014 - March 2014
Advisors Asset Management, Inc. January 2013 - January 2014
Advisors Asset Management April 2009 - December 2012
ClientWise, LLC July 2008 - March 2009
MS Society - Greater North Jersey Chapter July 2007 - January 2009
Greater North Jersey MS Society January 2007 - January 2009
LPL Financial Services August 2007 - July 2008
AllianceBernstein 2000 - 2007
Skills
Retirement Planning, Fixed Income, Wealth Management, Financial Services, Series 7, Financial Advisory, Retirement, SMA, Unit Investment Trusts, Finance, ETFs, Investment Management, Strategy, Asset Allocation, Leadership, Securities, Relationship Management, Alternative Investments, Mutual Funds, Investments, Series 63, Investment Advisory
Education
Manhattan College 1998 — 2001
Bachelor's degree, Organizational Leadership
Paramus Catholic 1984 — 1986
James Frattarola, CPA James Frattarola, CPA's AllianceBernstein Experience December 2004 - October 2006
Job Analyst at Graham Capital Management, L.P.
Industry Investment Management
Experience
Graham Capital Management, L.P. March 2012 - Present
SS&C GlobeOp October 2006 - March 2012
AllianceBernstein December 2004 - October 2006
Education
Manhattanville College 2001 — 2004
Bachelor of Arts (B.A.), Finance
Graham Capital Management, L.P. March 2012 - Present
SS&C GlobeOp October 2006 - March 2012
AllianceBernstein December 2004 - October 2006
Education
Manhattanville College 2001 — 2004
Bachelor of Arts (B.A.), Finance
Bari Goldman Bari Goldman's AllianceBernstein Experience August 2011 - March 2013
Job Director, Institutional Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald June 2014 - Present
Telsey Advisory Group March 2013 - June 2014
AllianceBernstein August 2011 - March 2013
UBS June 2004 - July 2011
Skills
Series 7, Equities, Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Portfolio Management, Capital Markets, Trading, Investments, Securities, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, General Business
Lehigh University - College of Business and Economics 2000 — 2004
B.S., Finance
Cantor Fitzgerald June 2014 - Present
Telsey Advisory Group March 2013 - June 2014
AllianceBernstein August 2011 - March 2013
UBS June 2004 - July 2011
Skills
Series 7, Equities, Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Portfolio Management, Capital Markets, Trading, Investments, Securities, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, General Business
Lehigh University - College of Business and Economics 2000 — 2004
B.S., Finance
Eric Breusch's AllianceBernstein Experience September 2011 - April 2015
Job Senior Operational Due Diligence Analyst
Industry Financial Services
Experience
Towers Watson April 2015 - Present
AllianceBernstein September 2011 - April 2015
Morgan Stanley January 2010 - August 2011
Morgan Stanley July 2006 - December 2009
Skills
Fixed Income, Credit Derivatives, Equities, Settlement, Derivatives, Securities, Portfolio Management, Asset Allocation
Education
Loyola University Maryland 2007 — 2009
MBA, General Business / Management
Loyola University Maryland 2002 — 2006
BS - Business, Marketing Concentration
Chaminade High School 1998 — 2002
Towers Watson April 2015 - Present
AllianceBernstein September 2011 - April 2015
Morgan Stanley January 2010 - August 2011
Morgan Stanley July 2006 - December 2009
Skills
Fixed Income, Credit Derivatives, Equities, Settlement, Derivatives, Securities, Portfolio Management, Asset Allocation
Education
Loyola University Maryland 2007 — 2009
MBA, General Business / Management
Loyola University Maryland 2002 — 2006
BS - Business, Marketing Concentration
Chaminade High School 1998 — 2002
Rama Katta Rama Katta's AllianceBernstein Experience February 2013 - July 2015
Job Vice President at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein August 2015 - Present
AllianceBernstein February 2013 - July 2015
AllianceBernstein July 2011 - January 2013
MBIA March 2005 - June 2011
Toastmasters June 2009 - June 2010
Discover Financial May 2004 - March 2005
Integrated Media Management October 2002 - March 2005
Arag Group (Legal Insurance) April 2002 - August 2002
StateFarm Insurance April 2001 - June 2001
Satyam February 1999 - February 2001
Skills
C#, .NET, Team Building, Microsoft SQL Server, XML, Oracle, PMO, Databases, ASP.NET, WCF, ASP.NET MVC, Business Process, T-SQL, SharePoint, Integration, PL/SQL, SDLC, Analysis, SSRS, Agile Project Management, Business Analysis, Software Development, Requirements Analysis, SQL, Data Modeling, Fixed Income, Business Intelligence, Software Project..., Enterprise Architecture, Crystal Reports, Requirements Gathering, ETL, Data Warehousing, Agile Methodologies, Visio, Sybase, Database Design, VBA, SOA
Education
Osmania University 1995 — 1997
MBA, Finance
Kendriya Vidyalaya 1980 — 1992
High School, Accounting and Commerce
Alliance Bernstein August 2015 - Present
AllianceBernstein February 2013 - July 2015
AllianceBernstein July 2011 - January 2013
MBIA March 2005 - June 2011
Toastmasters June 2009 - June 2010
Discover Financial May 2004 - March 2005
Integrated Media Management October 2002 - March 2005
Arag Group (Legal Insurance) April 2002 - August 2002
StateFarm Insurance April 2001 - June 2001
Satyam February 1999 - February 2001
Skills
C#, .NET, Team Building, Microsoft SQL Server, XML, Oracle, PMO, Databases, ASP.NET, WCF, ASP.NET MVC, Business Process, T-SQL, SharePoint, Integration, PL/SQL, SDLC, Analysis, SSRS, Agile Project Management, Business Analysis, Software Development, Requirements Analysis, SQL, Data Modeling, Fixed Income, Business Intelligence, Software Project..., Enterprise Architecture, Crystal Reports, Requirements Gathering, ETL, Data Warehousing, Agile Methodologies, Visio, Sybase, Database Design, VBA, SOA
Education
Osmania University 1995 — 1997
MBA, Finance
Kendriya Vidyalaya 1980 — 1992
High School, Accounting and Commerce
Mac Ahsler Mac Ahsler's AllianceBernstein Experience June 2014 - Present
Job Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2014 - Present
Sterne Agee June 2013 - August 2013
Skills
Bloomberg, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Athletics, Communication Skills, Data Analysis, Economics, Financial Analysis
Education
Lafayette College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Financial Policy and Analysis, Government and Law
London School of Economics and Political Science
Finance
AllianceBernstein June 2014 - Present
Sterne Agee June 2013 - August 2013
Skills
Bloomberg, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Athletics, Communication Skills, Data Analysis, Economics, Financial Analysis
Education
Lafayette College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Financial Policy and Analysis, Government and Law
London School of Economics and Political Science
Finance
Justin Feldman's AllianceBernstein Experience February 2013 - Present
Job AVP/Operational Due Diligence Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein February 2013 - Present
Rothstein Kass November 2009 - January 2013
Madison Square Garden June 2008 - August 2008
Skills
Accounting, Due Diligence
Education
Lehigh University - College of Business and Economics 2005 — 2009
B.S., Accounting
AllianceBernstein February 2013 - Present
Rothstein Kass November 2009 - January 2013
Madison Square Garden June 2008 - August 2008
Skills
Accounting, Due Diligence
Education
Lehigh University - College of Business and Economics 2005 — 2009
B.S., Accounting
Tami Cobb Tami Cobb's AllianceBernstein Experience July 2001 - August 2004
Job Administrative Assistant at Moorpark College
Industry Higher Education
Experience
Moorpark College September 2014 - Present
Brooks Institute of Photography November 2011 - October 2013
Wallenpaupack Area School District January 2011 - June 2011
Wallenpaupack Area School District September 2010 - December 2010
Self Employed June 2010 - August 2010
Wallenpaupack Area School District November 2009 - June 2010
Wallenpaupack Area School District January 2008 - November 2009
AllianceBernstein July 2001 - August 2004
Suretrade (A Quick and Reilly company) February 2000 - March 2001
Skills
Computer Proficiency, Computer Maintenance, Teaching, Office Management, Office Administration, Microsoft Office, CampusVue, QuickBooks, Typing, Event Management, Managerial, Bookkeeping, Accounts..., Admissions, Management, Student Affairs, Resume Writing, Higher Education, Customer Service, Adult Education, Academic Advising, Student Development, Student Recruiting, Student Engagement, Educational Leadership, Public Speaking
Education
Marywood University 2005 — 2007
Bachelor of Science (BS), Elementary Education and Teaching
Penn State University 2004 — 2005
Moorpark College September 2014 - Present
Brooks Institute of Photography November 2011 - October 2013
Wallenpaupack Area School District January 2011 - June 2011
Wallenpaupack Area School District September 2010 - December 2010
Self Employed June 2010 - August 2010
Wallenpaupack Area School District November 2009 - June 2010
Wallenpaupack Area School District January 2008 - November 2009
AllianceBernstein July 2001 - August 2004
Suretrade (A Quick and Reilly company) February 2000 - March 2001
Skills
Computer Proficiency, Computer Maintenance, Teaching, Office Management, Office Administration, Microsoft Office, CampusVue, QuickBooks, Typing, Event Management, Managerial, Bookkeeping, Accounts..., Admissions, Management, Student Affairs, Resume Writing, Higher Education, Customer Service, Adult Education, Academic Advising, Student Development, Student Recruiting, Student Engagement, Educational Leadership, Public Speaking
Education
Marywood University 2005 — 2007
Bachelor of Science (BS), Elementary Education and Teaching
Penn State University 2004 — 2005
Justin Kovics's AllianceBernstein Experience June 1998 - August 2001
Job Digital Creative Director
Industry Marketing and Advertising
Experience
Nickelodeon Creative Advertising July 2012 - Present
Fullsix November 2010 - July 2012
Creative Gorillas September 2001 - November 2010
AllianceBernstein June 1998 - August 2001
Skills
Concept Development, Brand Strategy, Cross-platform Marketing, Traditional Advertising, Senior Creative..., Website Design, Mobile Design, Mobile Applications, Adobe Creative Suite, Environmental Design, Social Media Strategist, Digital Marketing, Creative Direction, Video/motion Graphics
Education
Lafayette College
Trinity School
Nickelodeon Creative Advertising July 2012 - Present
Fullsix November 2010 - July 2012
Creative Gorillas September 2001 - November 2010
AllianceBernstein June 1998 - August 2001
Skills
Concept Development, Brand Strategy, Cross-platform Marketing, Traditional Advertising, Senior Creative..., Website Design, Mobile Design, Mobile Applications, Adobe Creative Suite, Environmental Design, Social Media Strategist, Digital Marketing, Creative Direction, Video/motion Graphics
Education
Lafayette College
Trinity School
Mukul Rathi Mukul Rathi's AllianceBernstein Experience January 2013 - Present
Job Technology Associate at Alliance Bernstein
Industry Computer Networking
Experience
AllianceBernstein January 2013 - Present
AllianceBernstein 2012 - Present
Polytechnic Institute of NYU September 2011 - May 2012
Akon Electronics India August 2009 - July 2010
Skills
C, Matlab, C++, VHDL, Verilog, Wireshark, Perl, TCP/IP, Linux, OSPF, RIP, Algorithms, Embedded Systems, BGP, OPNET
Education
Polytechnic University 2010 — 2012
Masters, Electrical Engineering
Maharshi Dayanand University 2005 — 2009
B.E; First, Electronics and Communication
AllianceBernstein January 2013 - Present
AllianceBernstein 2012 - Present
Polytechnic Institute of NYU September 2011 - May 2012
Akon Electronics India August 2009 - July 2010
Skills
C, Matlab, C++, VHDL, Verilog, Wireshark, Perl, TCP/IP, Linux, OSPF, RIP, Algorithms, Embedded Systems, BGP, OPNET
Education
Polytechnic University 2010 — 2012
Masters, Electrical Engineering
Maharshi Dayanand University 2005 — 2009
B.E; First, Electronics and Communication
John A. Taylor,CRPC®, CRC®, PRP, RICP® John A. Taylor,CRPC®, CRC®, PRP, RICP®'s AllianceBernstein Experience August 2007 - February 2009
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2011 - Present
Northwestern Mutual August 2009 - April 2011
AllianceBernstein August 2007 - February 2009
Wachovia September 2005 - August 2007
Wachovia Securities, LLC January 2002 - September 2005
ING March 2000 - January 2002
Wachovia Securities, LLC November 1992 - March 2000
Congressman Thomas J. Bliley 1990 - 1990
Skills
Retirement Planning, Retirement, Investments, IRAs, Financial Goals, Strategic Planning, Financial Advisory, Financial Analysis, Mutual Funds, Investment Planning, Retirement Income..., Multi-generational..., Retirement-plan..., Business-owner Planning, Estate Investment..., 401k Rollovers
Education
Mars Hill University 1986 — 1990
BA, History - Business(minor)
Wells Fargo Advisors, LLC March 2011 - Present
Northwestern Mutual August 2009 - April 2011
AllianceBernstein August 2007 - February 2009
Wachovia September 2005 - August 2007
Wachovia Securities, LLC January 2002 - September 2005
ING March 2000 - January 2002
Wachovia Securities, LLC November 1992 - March 2000
Congressman Thomas J. Bliley 1990 - 1990
Skills
Retirement Planning, Retirement, Investments, IRAs, Financial Goals, Strategic Planning, Financial Advisory, Financial Analysis, Mutual Funds, Investment Planning, Retirement Income..., Multi-generational..., Retirement-plan..., Business-owner Planning, Estate Investment..., 401k Rollovers
Education
Mars Hill University 1986 — 1990
BA, History - Business(minor)
Nina Cebenko Nina Cebenko's AllianceBernstein Experience April 2010 - October 2010
Job Consultant Relations Associate at Lazard Asset Management
Industry Investment Management
Experience
Jennison Associates May 2012 - April 2014
Jones Lang LaSalle November 2011 - December 2011
J.P. Morgan Asset Management February 2011 - August 2011
AllianceBernstein April 2010 - October 2010
FactSet Research Systems January 2007 - July 2009
Morgan Stanley Investment Management June 2006 - August 2006
Skills
Marketing, Competitive Analysis, Market Research, Marketing Strategy, Investments, Business Development, Investor Relations, Expense Reporting, Multi Tasking, Client Presentation, Customer Service, Strategic Planning, Microsoft Office, Time Management, Office Management, Office Administration, Event Planning, Event Management, Problem Solving, Creative Solutions, Account Management, Portfolio Management, Prioritisation, Calendaring, Records Management
Education
Lehigh University - College of Business and Economics 2002 — 2006
BS, Marketing
Loyola Academy
Jennison Associates May 2012 - April 2014
Jones Lang LaSalle November 2011 - December 2011
J.P. Morgan Asset Management February 2011 - August 2011
AllianceBernstein April 2010 - October 2010
FactSet Research Systems January 2007 - July 2009
Morgan Stanley Investment Management June 2006 - August 2006
Skills
Marketing, Competitive Analysis, Market Research, Marketing Strategy, Investments, Business Development, Investor Relations, Expense Reporting, Multi Tasking, Client Presentation, Customer Service, Strategic Planning, Microsoft Office, Time Management, Office Management, Office Administration, Event Planning, Event Management, Problem Solving, Creative Solutions, Account Management, Portfolio Management, Prioritisation, Calendaring, Records Management
Education
Lehigh University - College of Business and Economics 2002 — 2006
BS, Marketing
Loyola Academy
Sandy Dedopoulos Steele's AllianceBernstein Experience August 2011 - Present
Job Vice President & Director Global Internal Marketing Communications
Industry Investment Management
Experience
AllianceBernstein August 2011 - Present
AllianceBernstein November 2005 - September 2009
AllianceBernstein 2002 - 2005
Sanford C. Bernstein 2000 - 2002
Sanford C. Bernstein 1996 - 2000
Smith Barney 1994 - 1996
Skills
Building Relationships, Team Management, Client Service Oriented, Marketing Communications, Marketing, Consulting, Competitive Analysis, Series 7, Series 63, Financial Services, Institutional..., Client Services, Equities, Fixed Income, Integrated Marketing, Investments, Leadership, Mutual Funds, Portfolio Management
Education
Saint John's University - Peter J. Tobin College of Business
BS in Finance, Finance
New York University
Continuing Education Certificate, International Business & Finance
Long Island University, C.W. Post Campus
Paralegal Certificate, Law
AllianceBernstein August 2011 - Present
AllianceBernstein November 2005 - September 2009
AllianceBernstein 2002 - 2005
Sanford C. Bernstein 2000 - 2002
Sanford C. Bernstein 1996 - 2000
Smith Barney 1994 - 1996
Skills
Building Relationships, Team Management, Client Service Oriented, Marketing Communications, Marketing, Consulting, Competitive Analysis, Series 7, Series 63, Financial Services, Institutional..., Client Services, Equities, Fixed Income, Integrated Marketing, Investments, Leadership, Mutual Funds, Portfolio Management
Education
Saint John's University - Peter J. Tobin College of Business
BS in Finance, Finance
New York University
Continuing Education Certificate, International Business & Finance
Long Island University, C.W. Post Campus
Paralegal Certificate, Law
Scott Walter's AllianceBernstein Experience January 1995 - September 2008
Job Senior Information Technology Executive
Industry Financial Services
Experience
Citi May 2015 - Present
FAB Art Productions, LLC September 2014 - Present
Corbin Capital Partners May 2011 - September 2014
International Rescue Committee June 2009 - January 2011
AllianceBernstein January 1995 - September 2008
Sanford C. Bernstein May 1986 - December 1994
selected software expereince January 1986 - January 1986
USAID June 1984 - June 1985
Peace Corps May 1982 - November 1984
Technology for Communications International September 1980 - May 1982
Skills
IT Strategy, Portfolio Management, Asset Management, Program Management, Business Process..., Team Building, Product Management, MIS, SQL, Cloud Computing, Object Oriented Design, Data Modeling, Business Analysis, Systems Analysis, Financial Analysis, Strategy, Management, Integration, Risk Management, Finance, Hedge Funds, SDLC, Leadership, Project Management
Education
University of New Hampshire 1978 — 1980
B.S., Mechanical Engineering, honors
New York University 2008 — 2010
Certificate, Global Affairs
Lehigh University 1975 — 1977
Mechanical Engineering
Brighton High School 1972 — 1975
High School
Citi May 2015 - Present
FAB Art Productions, LLC September 2014 - Present
Corbin Capital Partners May 2011 - September 2014
International Rescue Committee June 2009 - January 2011
AllianceBernstein January 1995 - September 2008
Sanford C. Bernstein May 1986 - December 1994
selected software expereince January 1986 - January 1986
USAID June 1984 - June 1985
Peace Corps May 1982 - November 1984
Technology for Communications International September 1980 - May 1982
Skills
IT Strategy, Portfolio Management, Asset Management, Program Management, Business Process..., Team Building, Product Management, MIS, SQL, Cloud Computing, Object Oriented Design, Data Modeling, Business Analysis, Systems Analysis, Financial Analysis, Strategy, Management, Integration, Risk Management, Finance, Hedge Funds, SDLC, Leadership, Project Management
Education
University of New Hampshire 1978 — 1980
B.S., Mechanical Engineering, honors
New York University 2008 — 2010
Certificate, Global Affairs
Lehigh University 1975 — 1977
Mechanical Engineering
Brighton High School 1972 — 1975
High School
Scott Egner's AllianceBernstein Experience December 2002 - December 2003
Job Managed Account Solutions group at TD Ameritrade Institutional
Industry Investment Management
Experience
TD Ameritrade January 2010 - Present
- April 2009 - January 2010
Placemark Investments March 2007 - April 2009
Placemark Investments July 2004 - March 2007
AllianceBernstein December 2002 - December 2003
North American Funds 1998 - 2002
Federated Investors 1996 - 1999
Scudder Kemper Investments 1996 - 1997
CIBC 1987 - 1990
Skills
New Business Development, Strategic Planning, Marketing Strategy, Sales Management, High-Impact Sales..., Investment Advisory, Investment Strategies, Asset Managment, Asset Management, Series 24, Strategy, Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Alternative Investments, Financial Services, Portfolio Management, Selling, Separately Managed..., Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Hedge Funds, Investments, Retirement Planning, Marketing, Finance, Financial Advisory, 401k, Morningstar, Investment Management, Equities, ETFs
Education
Lake Forest College
Bachelor of Arts (B.A.), Double major- business and psychology
Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General
Princeton Day School
HS Diploma
TD Ameritrade January 2010 - Present
- April 2009 - January 2010
Placemark Investments March 2007 - April 2009
Placemark Investments July 2004 - March 2007
AllianceBernstein December 2002 - December 2003
North American Funds 1998 - 2002
Federated Investors 1996 - 1999
Scudder Kemper Investments 1996 - 1997
CIBC 1987 - 1990
Skills
New Business Development, Strategic Planning, Marketing Strategy, Sales Management, High-Impact Sales..., Investment Advisory, Investment Strategies, Asset Managment, Asset Management, Series 24, Strategy, Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Alternative Investments, Financial Services, Portfolio Management, Selling, Separately Managed..., Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Hedge Funds, Investments, Retirement Planning, Marketing, Finance, Financial Advisory, 401k, Morningstar, Investment Management, Equities, ETFs
Education
Lake Forest College
Bachelor of Arts (B.A.), Double major- business and psychology
Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General
Princeton Day School
HS Diploma
Elwin Ford Elwin Ford's AllianceBernstein Experience June 2004 - November 2005
Job Owner, Kaxbrel Consulting and Professional Services
Industry Information Technology and Services
Experience
Kaxbrel Consulting and Services, LLC August 2007 - Present
InSource LLC November 2005 - Present
Sun Life Financial January 2008 - March 2008
Washington Mutual 2006 - 2008
Genworth Financial May 2006 - November 2006
ING December 2005 - May 2006
AllianceBernstein June 2004 - November 2005
Eagle Investment Systems January 2000 - May 2001
SS&C Technologies 1996 - January 2000
Metropolitan Life Insurance Company October 1990 - March 1997
Skills
SDLC, Program Management, Business Analysis, Requirements Analysis, Business Intelligence, Business Process, Project Management, Integration, IT Strategy, Strategy, Project Planning, Investments, Portfolio Management, Agile Methodologies, Requirements Gathering, Banking, PMO, CRM, Analysis, Derivatives, Business Requirements, Visio, Leadership, Management, Financial Services, Project Portfolio..., Testing, Data Warehousing, Six Sigma, Software Project..., Vendor Management, Risk Management, IT Management, Business Process..., Security, PMP, Business Process..., Financial Risk, Outsourcing, Process Improvement, Operations Management, Team Building, Training, Information Technology, Agile Project Management, Governance, Change Management, Management Consulting, SharePoint, ITIL
Education
Le Moyne College 1979 — 1983
BS, Accounting, minor in Computer Science
Kaxbrel Consulting and Services, LLC August 2007 - Present
InSource LLC November 2005 - Present
Sun Life Financial January 2008 - March 2008
Washington Mutual 2006 - 2008
Genworth Financial May 2006 - November 2006
ING December 2005 - May 2006
AllianceBernstein June 2004 - November 2005
Eagle Investment Systems January 2000 - May 2001
SS&C Technologies 1996 - January 2000
Metropolitan Life Insurance Company October 1990 - March 1997
Skills
SDLC, Program Management, Business Analysis, Requirements Analysis, Business Intelligence, Business Process, Project Management, Integration, IT Strategy, Strategy, Project Planning, Investments, Portfolio Management, Agile Methodologies, Requirements Gathering, Banking, PMO, CRM, Analysis, Derivatives, Business Requirements, Visio, Leadership, Management, Financial Services, Project Portfolio..., Testing, Data Warehousing, Six Sigma, Software Project..., Vendor Management, Risk Management, IT Management, Business Process..., Security, PMP, Business Process..., Financial Risk, Outsourcing, Process Improvement, Operations Management, Team Building, Training, Information Technology, Agile Project Management, Governance, Change Management, Management Consulting, SharePoint, ITIL
Education
Le Moyne College 1979 — 1983
BS, Accounting, minor in Computer Science
Dayro Heredia Dayro Heredia's AllianceBernstein Experience January 2013 - Present
Job EUT Specialist
Industry Computer Software
Experience
AllianceBernstein January 2013 - Present
Wyckoff Heights Medical Center March 2009 - Present
Year Up September 2012 - January 2013
The UPS Store February 2006 - June 2009
Skills
Asset Management, Bloomberg, Asset Allocation, Investment Management, Project Management, Management, Information Technology, Technology, Microsoft Technologies, Cisco Technologies, Windows 7, Windows XP Pro, Blackberry, Blackberry Enterprise..., Blackberry OS, Blackberry applications, Apple, Mac, Mac OS, TCP/IP protocols, TCP/IP, Software Installation, Hardware, Help Desk Support, Laptops, Computer Hardware, Troubleshooting, Computer Repair, Team Leadership, Technical Support, Microsoft Word, Microsoft Excel, PowerPoint, Remote Desktop, Windows XP, Printers, Windows, Computer Maintenance, Networking, Hardware Support, System Administration, Operating Systems, Software Documentation, Active Directory, Microsoft Office 2007, OS X, Outlook, Hospitals, Wireless Networking, SharePoint
Education
St Johns Prep 2002 — 2006
High School Dipolma, High School/Secondary Diplomas and Certificates
Kingsborough Community College
AllianceBernstein January 2013 - Present
Wyckoff Heights Medical Center March 2009 - Present
Year Up September 2012 - January 2013
The UPS Store February 2006 - June 2009
Skills
Asset Management, Bloomberg, Asset Allocation, Investment Management, Project Management, Management, Information Technology, Technology, Microsoft Technologies, Cisco Technologies, Windows 7, Windows XP Pro, Blackberry, Blackberry Enterprise..., Blackberry OS, Blackberry applications, Apple, Mac, Mac OS, TCP/IP protocols, TCP/IP, Software Installation, Hardware, Help Desk Support, Laptops, Computer Hardware, Troubleshooting, Computer Repair, Team Leadership, Technical Support, Microsoft Word, Microsoft Excel, PowerPoint, Remote Desktop, Windows XP, Printers, Windows, Computer Maintenance, Networking, Hardware Support, System Administration, Operating Systems, Software Documentation, Active Directory, Microsoft Office 2007, OS X, Outlook, Hospitals, Wireless Networking, SharePoint
Education
St Johns Prep 2002 — 2006
High School Dipolma, High School/Secondary Diplomas and Certificates
Kingsborough Community College
Frank Deluca CTS™ CES™ CIS™ Frank Deluca CTS™ CES™ CIS™'s AllianceBernstein Experience December 1998 - February 2005
Job Vice President, Beacon Trust; A Subsidiary Of The Provident Bank
Industry Banking
Experience
Beacon Trust Company July 2012 - Present
Bank of America April 2006 - July 2012
PNC Bank March 2005 - March 2006
AllianceBernstein December 1998 - February 2005
AXA Equitable June 1995 - October 1997
1st Nationwide Bank 1991 - 1993
Skills
Mortgage Lending, Mortgage Planning, Securites Base Lending, Home Equity Lines of..., Home Equity Loans, Client Relationship..., Client Retention, Banking, Investments, Income Tax Prep, Life Insurance Planning, Annuities, Trust Services, Special Needs Trusts, Remediation Trusts, Trust Management, Charitable Trusts, Estate Planning, Estate Administration, Investment Management, Retirement Planning, Fixed Annuities, Life Insurance, Certified Tax Specialist, Insurance, Series 63, Hedge Funds, Bonds, Investment Strategies, Series 7, Credit, Equities, Bloomberg, Relationship Management, Salesforce.com, Financial Advisory, Loans, Financial Services, Strategic Financial..., Securities, Investment Advisory, Finance, Financial Planning, Portfolio Management, Asset Allocation
Education
Institute of Business and Finance 2013 — 2019
Certified Tax Specialist, Certified Estate Specialist, Financial Planning and Services
Kean University 1992 — 1995
Bachelors, International Business Management Science
Union County College 1988 — 1992
Associates, Business
Saint Mary's Assumption 1984 — 1988
HS Diploma, College Prep
Beacon Trust Company July 2012 - Present
Bank of America April 2006 - July 2012
PNC Bank March 2005 - March 2006
AllianceBernstein December 1998 - February 2005
AXA Equitable June 1995 - October 1997
1st Nationwide Bank 1991 - 1993
Skills
Mortgage Lending, Mortgage Planning, Securites Base Lending, Home Equity Lines of..., Home Equity Loans, Client Relationship..., Client Retention, Banking, Investments, Income Tax Prep, Life Insurance Planning, Annuities, Trust Services, Special Needs Trusts, Remediation Trusts, Trust Management, Charitable Trusts, Estate Planning, Estate Administration, Investment Management, Retirement Planning, Fixed Annuities, Life Insurance, Certified Tax Specialist, Insurance, Series 63, Hedge Funds, Bonds, Investment Strategies, Series 7, Credit, Equities, Bloomberg, Relationship Management, Salesforce.com, Financial Advisory, Loans, Financial Services, Strategic Financial..., Securities, Investment Advisory, Finance, Financial Planning, Portfolio Management, Asset Allocation
Education
Institute of Business and Finance 2013 — 2019
Certified Tax Specialist, Certified Estate Specialist, Financial Planning and Services
Kean University 1992 — 1995
Bachelors, International Business Management Science
Union County College 1988 — 1992
Associates, Business
Saint Mary's Assumption 1984 — 1988
HS Diploma, College Prep
Petra Tabry Petra Tabry's AllianceBernstein Experience March 1998 - November 2010
Job Independent Decorative Arts Expert
Industry Consumer Services
Experience
Organization with Flair November 2010 - December 2013
AllianceBernstein March 1998 - November 2010
Education
Aalto University (Helsingin kauppakorkeakoulu)
B.S., Business Administration
Marymount Manhattan College
Paralegal
Organization with Flair November 2010 - December 2013
AllianceBernstein March 1998 - November 2010
Education
Aalto University (Helsingin kauppakorkeakoulu)
B.S., Business Administration
Marymount Manhattan College
Paralegal
Patrick Holton Patrick Holton's AllianceBernstein Experience October 2006 - June 2007
Job Director, Employer Relations, Peter J. Tobin College of Business
Industry Higher Education
Experience
St. John's University February 2012 - Present
DTCC October 2010 - February 2012
DTCC June 2007 - October 2010
AllianceBernstein October 2006 - June 2007
TIAA-CREF June 2001 - October 2006
Citigroup June 2000 - June 2001
Hofstra University June 1998 - June 2000
Skills
Career Development, Recruiting, Interviews, Leadership, Campus Recruiting, Resume Writing, Performance Management, Human Resources, Mentoring, Leadership Development, Talent Management, Strategy, Sourcing, Training, Personnel Management, Program Management, Deferred Compensation, Career Counseling, Interview Preparation, Workforce Planning, Employee Relations, Social Networking, Data Analysis, Staff Development, Project Management, Social Recruiting, Talent Acquisition, Competency Management, Coaching, Interviewing, Building Relationships, Group Presentations, Diversity Recruitment, HR Technology
Education
Marist College 1994 — 1998
BA, Communications
St. John's University February 2012 - Present
DTCC October 2010 - February 2012
DTCC June 2007 - October 2010
AllianceBernstein October 2006 - June 2007
TIAA-CREF June 2001 - October 2006
Citigroup June 2000 - June 2001
Hofstra University June 1998 - June 2000
Skills
Career Development, Recruiting, Interviews, Leadership, Campus Recruiting, Resume Writing, Performance Management, Human Resources, Mentoring, Leadership Development, Talent Management, Strategy, Sourcing, Training, Personnel Management, Program Management, Deferred Compensation, Career Counseling, Interview Preparation, Workforce Planning, Employee Relations, Social Networking, Data Analysis, Staff Development, Project Management, Social Recruiting, Talent Acquisition, Competency Management, Coaching, Interviewing, Building Relationships, Group Presentations, Diversity Recruitment, HR Technology
Education
Marist College 1994 — 1998
BA, Communications
Michaela Iafeliece Michaela Iafeliece's AllianceBernstein Experience June 2007 - December 2009
Job Refined Metals Trader @ Trafigura AG
Industry Financial Services
Experience
Trafigura January 2012 - Present
Trafigura January 2010 - January 2012
AllianceBernstein June 2007 - December 2009
Metropolitan National Bank May 2006 - June 2006
Skills
Fixed Income, Equities, Mutual Funds, Trading, Commodity Markets, Management, Financial Modeling, Sales, Investments, Derivatives, Analysis, Portfolio Management, Commodity, Finance
Education
Manhattan College 2003 — 2007
Bachelors, Finance and Global Business Studies
Trafigura January 2012 - Present
Trafigura January 2010 - January 2012
AllianceBernstein June 2007 - December 2009
Metropolitan National Bank May 2006 - June 2006
Skills
Fixed Income, Equities, Mutual Funds, Trading, Commodity Markets, Management, Financial Modeling, Sales, Investments, Derivatives, Analysis, Portfolio Management, Commodity, Finance
Education
Manhattan College 2003 — 2007
Bachelors, Finance and Global Business Studies
Ron Crudo Jr. MBA, CIS, ARPC, CIMA's AllianceBernstein Experience June 2000 - December 2003
Job VP, Investment Consultant at Calamos Investments
Industry Investment Management
Experience
Calamos Investments May 2013 - Present
Columbia Management November 2006 - April 2013
Evergreen Investments January 2004 - October 2006
AllianceBernstein June 2000 - December 2003
Skills
The Fusion Group –..., Sequoia System..., Richardson – Sales..., Dr. Richard Shell –..., Ken Blanchard –..., Doug Lennick – Moral..., Mutual Funds, Managed Accounts, 529 Plans, Retirement Plans, Series 7, Series 66
Education
St. Peter's College 2000 — 2006
Master of Business Administration, International Business
Kean University 1996 — 2000
Bachelor of Science, Finance
Calamos Investments May 2013 - Present
Columbia Management November 2006 - April 2013
Evergreen Investments January 2004 - October 2006
AllianceBernstein June 2000 - December 2003
Skills
The Fusion Group –..., Sequoia System..., Richardson – Sales..., Dr. Richard Shell –..., Ken Blanchard –..., Doug Lennick – Moral..., Mutual Funds, Managed Accounts, 529 Plans, Retirement Plans, Series 7, Series 66
Education
St. Peter's College 2000 — 2006
Master of Business Administration, International Business
Kean University 1996 — 2000
Bachelor of Science, Finance
Pavel Chibisov's AllianceBernstein Experience November 2005 - August 2011
Job Manager, Business Intelligence & Analytic Data Systems
Industry Information Technology and Services
Experience
Visiting Nurse Service of New York August 2015 - Present
Visiting Nurse Service of New York August 2011 - Present
AllianceBernstein November 2005 - August 2011
Skills
Business Intelligence, Crystal Reports, Microstrategy, SDLC, Data Modeling, Business Analysis, Data Warehousing, Databases, ETL, Agile Methodologies, Requirements Analysis, Healthcare Information..., Data Analysis, Business Requirements, Data Visualization, Reporting & Analysis, Oracle, Microsoft SQL Server, Access, Sybase, Visual Basic, Database Design, Visio, Requirements Gathering, SQL, Software Project..., Project Management, PL/SQL, SharePoint, Software Development, XML, VBA, Analysis, Analytics, Enterprise Architecture, Architecture, Business Process, Dashboard, Data Mining, MicroStrategy
Education
Lomonosov Moscow State University 1991 — 1998
Masters, Geology
Visiting Nurse Service of New York August 2015 - Present
Visiting Nurse Service of New York August 2011 - Present
AllianceBernstein November 2005 - August 2011
Skills
Business Intelligence, Crystal Reports, Microstrategy, SDLC, Data Modeling, Business Analysis, Data Warehousing, Databases, ETL, Agile Methodologies, Requirements Analysis, Healthcare Information..., Data Analysis, Business Requirements, Data Visualization, Reporting & Analysis, Oracle, Microsoft SQL Server, Access, Sybase, Visual Basic, Database Design, Visio, Requirements Gathering, SQL, Software Project..., Project Management, PL/SQL, SharePoint, Software Development, XML, VBA, Analysis, Analytics, Enterprise Architecture, Architecture, Business Process, Dashboard, Data Mining, MicroStrategy
Education
Lomonosov Moscow State University 1991 — 1998
Masters, Geology
Lisa (Hensley) Gonzalez Lisa (Hensley) Gonzalez's AllianceBernstein Experience February 2005 - October 2008
Job Human Resources Professional
Industry Human Resources
Experience
Post Acute Medical, LLC November 2013 - February 2014
Firstmark Credit Union April 2009 - November 2013
The Mergis Group November 2008 - April 2009
AllianceBernstein February 2005 - October 2008
Ruby Tuesday, Inc. 2001 - August 2004
StaffingSolutions December 1996 - 2001
Skills
Onboarding, Recruiting, Applicant Tracking..., Talent Acquisition, Human Resources, New Hire Orientations, Sourcing, Temporary Staffing, Screening, Vendor Management, Contract Recruitment, Job Fairs, Job Descriptions, Screening Resumes, iCIMS, Peopleclick, SAP, Behavioral Interviewing, Staffing Metrics, Structured Interviews, I-9 Compliance, I-9 audits, New Hire Paperwork, Phone Screens, Employee Files, High Level Of..., Extending Offers, Employee Training, Temporary Placement, College Recruiting, FMLA
Education
Maryville College 1991 — 1996
Bachelor of Arts (BA), Biology Major / Psych Minor
Post Acute Medical, LLC November 2013 - February 2014
Firstmark Credit Union April 2009 - November 2013
The Mergis Group November 2008 - April 2009
AllianceBernstein February 2005 - October 2008
Ruby Tuesday, Inc. 2001 - August 2004
StaffingSolutions December 1996 - 2001
Skills
Onboarding, Recruiting, Applicant Tracking..., Talent Acquisition, Human Resources, New Hire Orientations, Sourcing, Temporary Staffing, Screening, Vendor Management, Contract Recruitment, Job Fairs, Job Descriptions, Screening Resumes, iCIMS, Peopleclick, SAP, Behavioral Interviewing, Staffing Metrics, Structured Interviews, I-9 Compliance, I-9 audits, New Hire Paperwork, Phone Screens, Employee Files, High Level Of..., Extending Offers, Employee Training, Temporary Placement, College Recruiting, FMLA
Education
Maryville College 1991 — 1996
Bachelor of Arts (BA), Biology Major / Psych Minor
Anthony Pecorella's AllianceBernstein Experience November 2014 - Present
Job Sr. Associate at BNY Mellon
Industry Financial Services
Experience
Alliancebernstein November 2014 - Present
BNY Mellon April 2007 - June 2014
Western Asset Management March 2006 - April 2007
BNY Mellon September 2004 - March 2006
Skills
Excel VBA Programming, Microsoft Excel, InvestOne, Investone Spectra Design, Bloomberg Terminal, Analysis, Fund Accounting, Financial Reporting, Valuation, Fixed Income, Equities, Derivatives
Education
Marist College 2000 — 2004
Bachelor of Applied Science (BASc), Accounting and Finance
Alliancebernstein November 2014 - Present
BNY Mellon April 2007 - June 2014
Western Asset Management March 2006 - April 2007
BNY Mellon September 2004 - March 2006
Skills
Excel VBA Programming, Microsoft Excel, InvestOne, Investone Spectra Design, Bloomberg Terminal, Analysis, Fund Accounting, Financial Reporting, Valuation, Fixed Income, Equities, Derivatives
Education
Marist College 2000 — 2004
Bachelor of Applied Science (BASc), Accounting and Finance
Brian Fagan Brian Fagan's AllianceBernstein Experience July 2010 - April 2011
Job Associate Director at MacKay Shields LLC
Industry Investment Management
Experience
MacKay Shields LLC January 2015 - Present
MacKay Shields LLC July 2013 - December 2014
New York Life Investments July 2011 - July 2013
AllianceBernstein July 2010 - April 2011
Skills
Emerging Markets, Fixed Income, Quantitative Research, Asset Managment, Bloomberg, Matlab, R, VBA, SQL, Investments, Asset Management, Macroeconomics, Portfolio Management, High Yield, Financial Modeling, Currency, Capital Markets, Equities
Education
Manhattan College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Richmond, The American International University in London 2008 — 2008
Study Abroad Program
Kent School 2002 — 2006
Ho-Ho-Kus Public School 1994 — 2002
MacKay Shields LLC January 2015 - Present
MacKay Shields LLC July 2013 - December 2014
New York Life Investments July 2011 - July 2013
AllianceBernstein July 2010 - April 2011
Skills
Emerging Markets, Fixed Income, Quantitative Research, Asset Managment, Bloomberg, Matlab, R, VBA, SQL, Investments, Asset Management, Macroeconomics, Portfolio Management, High Yield, Financial Modeling, Currency, Capital Markets, Equities
Education
Manhattan College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Richmond, The American International University in London 2008 — 2008
Study Abroad Program
Kent School 2002 — 2006
Ho-Ho-Kus Public School 1994 — 2002
Elizabeth O'Keefe Krull Elizabeth O'Keefe Krull's AllianceBernstein Experience August 2007 - May 2014
Job VP, Senior Human Capital Business Partner
Industry Investment Management
Experience
AllianceBernstein August 2007 - May 2014
Control Point Solutions: formerly Teldata Control 2002 - 2006
Shearman & Sterling LLP 2001 - 2001
Lockheed Martin IMS 1999 - 2001
Citi July 1995 - 1999
Citi 1996 - 1997
Citi 1995 - 1996
Skills
Human Resources, Leadership Development, Employee Relations, Instructor-led Training, Recruiting, Competency Management, Competency Based..., Succession Planning, Talent Management, Employee Engagement, Performance Management, Talent Acquisition, Onboarding, Organizational..., Workshop Facilitation, Executive Coaching, Performance Improvement, Coaching, HR Policies, Workforce Planning, Compensation, Organizational Design, Career Development, Personnel Management
Education
Loyola College in Maryland 1991 — 1995
Bachelor of Arts (B.A.), Communication, General
AllianceBernstein August 2007 - May 2014
Control Point Solutions: formerly Teldata Control 2002 - 2006
Shearman & Sterling LLP 2001 - 2001
Lockheed Martin IMS 1999 - 2001
Citi July 1995 - 1999
Citi 1996 - 1997
Citi 1995 - 1996
Skills
Human Resources, Leadership Development, Employee Relations, Instructor-led Training, Recruiting, Competency Management, Competency Based..., Succession Planning, Talent Management, Employee Engagement, Performance Management, Talent Acquisition, Onboarding, Organizational..., Workshop Facilitation, Executive Coaching, Performance Improvement, Coaching, HR Policies, Workforce Planning, Compensation, Organizational Design, Career Development, Personnel Management
Education
Loyola College in Maryland 1991 — 1995
Bachelor of Arts (B.A.), Communication, General
Gaurav Batra Gaurav Batra's AllianceBernstein Experience March 2008 - August 2011
Job Business Unit Controller at New York Stock Exchange
Industry Financial Services
Experience
New York Stock Exchange August 2011 - Present
AllianceBernstein March 2008 - August 2011
Alliance Bernstein August 2006 - March 2008
Skills
Business Analysis, Requirements Analysis, Financial Analysis, Vendor Management, Fixed Income, Equities, Asset Managment, Risk Management, Project Management, Asset Management, Financial Services, Portfolio Management, Capital Markets
Education
Mahatma Jyotiba Phule (MJP) Rohilkhand University
Bachelor of Technology (B.Tech.), Electrical Engineering
New Jersey Institute of Technology
Master of Science (M.S.), Computer Science
Springdales School
New York Stock Exchange August 2011 - Present
AllianceBernstein March 2008 - August 2011
Alliance Bernstein August 2006 - March 2008
Skills
Business Analysis, Requirements Analysis, Financial Analysis, Vendor Management, Fixed Income, Equities, Asset Managment, Risk Management, Project Management, Asset Management, Financial Services, Portfolio Management, Capital Markets
Education
Mahatma Jyotiba Phule (MJP) Rohilkhand University
Bachelor of Technology (B.Tech.), Electrical Engineering
New Jersey Institute of Technology
Master of Science (M.S.), Computer Science
Springdales School
Daniel Terwilliger Daniel Terwilliger's AllianceBernstein Experience August 2006 - January 2012
Job Operations Manager at UniversityTickets
Industry Computer Software
Experience
UniversityTickets May 2014 - Present
UniversityTickets January 2012 - May 2014
AllianceBernstein August 2006 - January 2012
HSBC November 2005 - August 2006
Skills
Business Analysis, SQL, Microsoft SQL Server, Project Management, Microsoft Excel, Microsoft Office, Data Analysis, Financial Analysis, Marketing Strategy, PowerPoint, Financial Modeling, Microsoft Word, Bloomberg, Hedge Funds
Education
Marist College 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Western New England College 2001 — 2003
Bachelor of Science (B.S.), Finance, General
UniversityTickets May 2014 - Present
UniversityTickets January 2012 - May 2014
AllianceBernstein August 2006 - January 2012
HSBC November 2005 - August 2006
Skills
Business Analysis, SQL, Microsoft SQL Server, Project Management, Microsoft Excel, Microsoft Office, Data Analysis, Financial Analysis, Marketing Strategy, PowerPoint, Financial Modeling, Microsoft Word, Bloomberg, Hedge Funds
Education
Marist College 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Western New England College 2001 — 2003
Bachelor of Science (B.S.), Finance, General
Anthony Tomicich Anthony Tomicich's AllianceBernstein Experience April 2000 - June 2012
Job Financial Operatons Specialist
Industry Investment Management
Experience
Greater New York City Area May 2015 - Present
UBS June 2013 - April 2015
AllianceBernstein April 2000 - June 2012
SG Cowen June 1998 - February 2000
Paine Webber April 1995 - June 1998
Kidder Peabody June 1992 - April 1995
Bear Stearns March 1989 - April 1992
Skills
Settlement, Corporate Actions, Fixed Income, Equities, Stocks, Securities, Asset Management, Bonds, Process Improvement, Dividends, Microsoft Excel, Account Reconciliation, Transfer Agency, Microsoft Word, Outlook, Financial Operations, Highly detail oriented, Brokers, Highly Dedicated, Exceptional People..., High Level Of Accuracy, Reorg, Buy-in, Operations Management, Stock Transfer, Financial Analysis, Prioritize Workload, Committed to..., Capital Markets, Financial Services, Investment Banking, Broadridge, ADP, DTCC, Loan Administration, WSO, Clearpar, Brokerage Operations, Fail Control, Bond Interest, Flexibility, Adaptability, Fast Paced Environment, Fast Learner, Multi Tasking
Education
Manhattan College 1984 — 1988
Bachelor of Science (Business Administration), Finance and Marketing Majors
Greater New York City Area May 2015 - Present
UBS June 2013 - April 2015
AllianceBernstein April 2000 - June 2012
SG Cowen June 1998 - February 2000
Paine Webber April 1995 - June 1998
Kidder Peabody June 1992 - April 1995
Bear Stearns March 1989 - April 1992
Skills
Settlement, Corporate Actions, Fixed Income, Equities, Stocks, Securities, Asset Management, Bonds, Process Improvement, Dividends, Microsoft Excel, Account Reconciliation, Transfer Agency, Microsoft Word, Outlook, Financial Operations, Highly detail oriented, Brokers, Highly Dedicated, Exceptional People..., High Level Of Accuracy, Reorg, Buy-in, Operations Management, Stock Transfer, Financial Analysis, Prioritize Workload, Committed to..., Capital Markets, Financial Services, Investment Banking, Broadridge, ADP, DTCC, Loan Administration, WSO, Clearpar, Brokerage Operations, Fail Control, Bond Interest, Flexibility, Adaptability, Fast Paced Environment, Fast Learner, Multi Tasking
Education
Manhattan College 1984 — 1988
Bachelor of Science (Business Administration), Finance and Marketing Majors
Jennifer Ryan Woods Jennifer Ryan Woods's AllianceBernstein Experience September 2014 - April 2015
Job Financial Writer
Industry Writing and Editing
Experience
Forbes April 2015 - Present
Entrepreneur Media April 2015 - Present
CNBC 2007 - Present
AllianceBernstein September 2014 - April 2015
Long Island Pulse Magazine June 2014 - 2015
InvestmentNews May 2013 - June 2014
Women's Initiative 2014 - 2014
Penguin Group USA 2009 - 2014
Ameriprise Financial 2013 - 2013
TheStreet.com 2006 - 2007
Skills
News Writing, Journalism, Business Journalism, Breaking News, Online Journalism, Feature Articles, Editing, Editorial, AP Style, Copywriting, Newspapers, Copy Editing, Media Relations, Content Development, Investigative Reporting, Social Media, Publications, Personal Finance
Education
Lehigh University 1999 — 2003
BA, Journalism
Friends Academy 1991 — 1999
High School Diploma
Forbes April 2015 - Present
Entrepreneur Media April 2015 - Present
CNBC 2007 - Present
AllianceBernstein September 2014 - April 2015
Long Island Pulse Magazine June 2014 - 2015
InvestmentNews May 2013 - June 2014
Women's Initiative 2014 - 2014
Penguin Group USA 2009 - 2014
Ameriprise Financial 2013 - 2013
TheStreet.com 2006 - 2007
Skills
News Writing, Journalism, Business Journalism, Breaking News, Online Journalism, Feature Articles, Editing, Editorial, AP Style, Copywriting, Newspapers, Copy Editing, Media Relations, Content Development, Investigative Reporting, Social Media, Publications, Personal Finance
Education
Lehigh University 1999 — 2003
BA, Journalism
Friends Academy 1991 — 1999
High School Diploma
Laurence Bertan Laurence Bertan's AllianceBernstein Experience June 2004 - Present
Job SVP, Director of Compliance at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2004 - Present
SIFMA 2014 - Present
Sanford C. Bernstein December 2000 - June 2006
Sanford C. Bernstein June 1998 - December 2000
Oppenheimer & Co. March 1993 - June 1998
Price Waterhouse August 1983 - June 1992
Skills
Securities, Hedge Funds, Mutual Funds, AML, Series 7, Investment Management, Broker-Dealer, Dodd-Frank, Commodity Pools, Investment Advisory, FINRA, Investments, Wealth Management, Trading, Auditing, Investment Banking, Series 14 and 24, Asset Management
Education
Lehigh University - College of Business and Economics 1979 — 1983
BS, Accounting and Finance
AllianceBernstein June 2004 - Present
SIFMA 2014 - Present
Sanford C. Bernstein December 2000 - June 2006
Sanford C. Bernstein June 1998 - December 2000
Oppenheimer & Co. March 1993 - June 1998
Price Waterhouse August 1983 - June 1992
Skills
Securities, Hedge Funds, Mutual Funds, AML, Series 7, Investment Management, Broker-Dealer, Dodd-Frank, Commodity Pools, Investment Advisory, FINRA, Investments, Wealth Management, Trading, Auditing, Investment Banking, Series 14 and 24, Asset Management
Education
Lehigh University - College of Business and Economics 1979 — 1983
BS, Accounting and Finance
Derek Bowers Derek Bowers's AllianceBernstein Experience November 2000 - October 2009
Job Front End Web Developer
Industry Information Technology and Services
Experience
Derek Bowers November 2011 - Present
Bayonne Board of Education January 2014 - June 2015
Bayonne Board of Education April 2013 - December 2013
Adecco - United Water June 2012 - December 2012
Total Desktop Support - BlackRock February 2012 - May 2012
Bayonne Board of Education September 2011 - February 2012
AllianceBernstein November 2000 - October 2009
Compuflex Corporation March 1999 - November 2000
Skills
Web Development, CSS, Active Directory, Front-end, Dreamweaver, Windows, XHTML, Blackberry, JavaScript, HTML, Microsoft Exchange, Joomla, Adobe Fireworks, Microsoft Office, Adobe Creative Suite, jQuery, cPanel, Windows 7, Networking
Education
Kean University 1995 — 1999
Bachelor of Science (B.S.), Computer Science
Kean University 1995 — 1999
Bachelor of Science in CS, Computer Science
Derek Bowers November 2011 - Present
Bayonne Board of Education January 2014 - June 2015
Bayonne Board of Education April 2013 - December 2013
Adecco - United Water June 2012 - December 2012
Total Desktop Support - BlackRock February 2012 - May 2012
Bayonne Board of Education September 2011 - February 2012
AllianceBernstein November 2000 - October 2009
Compuflex Corporation March 1999 - November 2000
Skills
Web Development, CSS, Active Directory, Front-end, Dreamweaver, Windows, XHTML, Blackberry, JavaScript, HTML, Microsoft Exchange, Joomla, Adobe Fireworks, Microsoft Office, Adobe Creative Suite, jQuery, cPanel, Windows 7, Networking
Education
Kean University 1995 — 1999
Bachelor of Science (B.S.), Computer Science
Kean University 1995 — 1999
Bachelor of Science in CS, Computer Science
John deMelo John deMelo's AllianceBernstein Experience September 2004 - July 2006
Job Marketing Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company August 2013 - Present
Loomis, Sayles & Company August 2007 - August 2013
Accountemps April 2007 - August 2007
AllianceBernstein September 2004 - July 2006
Skills
Microsoft Office, Microsoft Excel, Project Management, Financial Analysis, Customer Service, Investments, Microsoft Word, Mutual Funds
Education
Northeastern University 2012 — 2015
Master of Business Administration (MBA), Marketing
Marist College 2000 — 2004
Bachelor of Science (BS), Finance, General
Loomis, Sayles & Company August 2013 - Present
Loomis, Sayles & Company August 2007 - August 2013
Accountemps April 2007 - August 2007
AllianceBernstein September 2004 - July 2006
Skills
Microsoft Office, Microsoft Excel, Project Management, Financial Analysis, Customer Service, Investments, Microsoft Word, Mutual Funds
Education
Northeastern University 2012 — 2015
Master of Business Administration (MBA), Marketing
Marist College 2000 — 2004
Bachelor of Science (BS), Finance, General
Olga Mackin Olga Mackin's AllianceBernstein Experience 1995 - 1998
Job Gloria Nilson & Co. Real Estate
Industry Real Estate
Experience
DCL - Dermatologic Cosmetic Laboratories May 2012 - January 2015
PhotoMedex October 2006 - June 2012
Bioelements 2005 - 2006
DePasquale Companies 2003 - 2006
Seligman Data Corp 1998 - 2002
AllianceBernstein 1995 - 1998
Prudential Financial 1990 - 1995
Skills
Skin Care, Marketing, Sales, Beauty Industry, Customer Service, Cosmetics, Surgeons, Territory Management, Makeup Artistry, Aesthetics, Spa, Dermatology, Sales Management, Strategic Planning, Product Development, Training, Product Launch, Sales Operations, Account Management, Medical Devices, Leadership, Capital Equipment, Selling, Sales Force Development
Education
Kean University
Bachelor of Arts (B.A.), Education/Business
DCL - Dermatologic Cosmetic Laboratories May 2012 - January 2015
PhotoMedex October 2006 - June 2012
Bioelements 2005 - 2006
DePasquale Companies 2003 - 2006
Seligman Data Corp 1998 - 2002
AllianceBernstein 1995 - 1998
Prudential Financial 1990 - 1995
Skills
Skin Care, Marketing, Sales, Beauty Industry, Customer Service, Cosmetics, Surgeons, Territory Management, Makeup Artistry, Aesthetics, Spa, Dermatology, Sales Management, Strategic Planning, Product Development, Training, Product Launch, Sales Operations, Account Management, Medical Devices, Leadership, Capital Equipment, Selling, Sales Force Development
Education
Kean University
Bachelor of Arts (B.A.), Education/Business
Viktor Gurevich Viktor Gurevich's AllianceBernstein Experience September 2013 - March 2014
Job Senior Systems Analyst at GlobeTax
Industry Financial Services
Experience
Globe Tax Services, Inc. May 2014 - Present
AllianceBernstein September 2013 - March 2014
Value Line October 2011 - June 2013
JPMorgan Chase July 2010 - March 2011
Barnes & Noble March 2008 - January 2010
Credit Suisse July 2005 - July 2007
I/B/E/S (Institutional Brokers Estimate System) then Thomson Financial February 2000 - June 2005
Davidoff of Geneva February 2000 - January 2001
Davidoff of Geneva January 1999 - January 2000
The Leading Hotels of the World January 1997 - December 1998
Skills
Web Services, C#, ASP.NET, XML, .NET, Microsoft SQL Server, T-SQL, ASP.NET MVC, ADO.NET, WCF, TFS, VB.NET, AJAX, Scrum, SOA, JavaScript, Excel VSTO, SSIS, XSLT, ASP, VB6, VBA, Visual Basic, SQL
Education
Scientific Research Institute of System Analysis (Russian Academy of Sciences)
Doctor of Philosophy (Ph.D.), Engineering
Lomonosov Moscow State University (MSU)
Master of Science (MS), Mathematics
Globe Tax Services, Inc. May 2014 - Present
AllianceBernstein September 2013 - March 2014
Value Line October 2011 - June 2013
JPMorgan Chase July 2010 - March 2011
Barnes & Noble March 2008 - January 2010
Credit Suisse July 2005 - July 2007
I/B/E/S (Institutional Brokers Estimate System) then Thomson Financial February 2000 - June 2005
Davidoff of Geneva February 2000 - January 2001
Davidoff of Geneva January 1999 - January 2000
The Leading Hotels of the World January 1997 - December 1998
Skills
Web Services, C#, ASP.NET, XML, .NET, Microsoft SQL Server, T-SQL, ASP.NET MVC, ADO.NET, WCF, TFS, VB.NET, AJAX, Scrum, SOA, JavaScript, Excel VSTO, SSIS, XSLT, ASP, VB6, VBA, Visual Basic, SQL
Education
Scientific Research Institute of System Analysis (Russian Academy of Sciences)
Doctor of Philosophy (Ph.D.), Engineering
Lomonosov Moscow State University (MSU)
Master of Science (MS), Mathematics
Gregory Hiatrides Gregory Hiatrides's AllianceBernstein Experience June 2006 - November 2007
Job Senior Associate at Bow River Capital Partners
Industry Venture Capital & Private Equity
Experience
Bow River Capital Partners July 2015 - Present
KPMG Corporate Finance LLC July 2014 - June 2015
St. Charles Capital May 2012 - July 2014
Meritage Funds August 2011 - December 2011
Chartis April 2009 - June 2010
Bank of Ireland December 2007 - January 2009
AllianceBernstein June 2006 - November 2007
Skills
Investment Analysis, Financial Modeling, Financial Planning, Enterprise Valuation, Business Plan..., Cash Flow Forecasting, Financial Forecasting, Capital Structure, Acquisition Analysis, Capital Budgeting, Growth plan, Business Valuation, Valuation, Due Diligence, Financial Statement..., Credit Analysis, Business Planning, Strategic Financial..., Analysis, Portfolio Management, Strategy, Finance, Investments
Education
Loyola University Maryland 2002 — 2006
B.B.A., Finance - Sellinger School of Business
University of Colorado at Denver 2010 — 2011
MBA
Bow River Capital Partners July 2015 - Present
KPMG Corporate Finance LLC July 2014 - June 2015
St. Charles Capital May 2012 - July 2014
Meritage Funds August 2011 - December 2011
Chartis April 2009 - June 2010
Bank of Ireland December 2007 - January 2009
AllianceBernstein June 2006 - November 2007
Skills
Investment Analysis, Financial Modeling, Financial Planning, Enterprise Valuation, Business Plan..., Cash Flow Forecasting, Financial Forecasting, Capital Structure, Acquisition Analysis, Capital Budgeting, Growth plan, Business Valuation, Valuation, Due Diligence, Financial Statement..., Credit Analysis, Business Planning, Strategic Financial..., Analysis, Portfolio Management, Strategy, Finance, Investments
Education
Loyola University Maryland 2002 — 2006
B.B.A., Finance - Sellinger School of Business
University of Colorado at Denver 2010 — 2011
MBA
Guillermo Alvarez-Calderon Guillermo Alvarez-Calderon's AllianceBernstein Experience June 2000 - December 2008
Job Senior Vice President ICON Investments
Industry Financial Services
Experience
ICON Investments December 2008 - Present
AllianceBernstein June 2000 - December 2008
Skills
FINRA Series 7, FINRA Series 39, FINRA Series 63, Alternative Investments, Mutual Funds, Business Development, Investments, Asset Managment, Investment Advisory, International Sales, International Marketing
Education
Lafayette College 1996 — 2000
Business / Economics
Darien High School
ICON Investments December 2008 - Present
AllianceBernstein June 2000 - December 2008
Skills
FINRA Series 7, FINRA Series 39, FINRA Series 63, Alternative Investments, Mutual Funds, Business Development, Investments, Asset Managment, Investment Advisory, International Sales, International Marketing
Education
Lafayette College 1996 — 2000
Business / Economics
Darien High School
Greg Swieringa Greg Swieringa's AllianceBernstein Experience 2003 - March 2012
Job Senior Software Engineer (.NET) | 10+ Years | C# | FullStack | UI | SQL | WPF | WinForms | WCF | Web | SDLC | Finance
Industry Information Technology and Services
Experience
Value Line April 2012 - Present
AllianceBernstein 2003 - March 2012
JPMorgan Chase 2000 - 2003
University of Minnesota 1996 - 1999
Skills
C#, Web Services, Scrum, Agile Methodologies, WCF, Software Development, Visual Studio, Testing, WPF, SQL, Entity Framework, CSS, Microsoft SQL Server, ASP.NET, JavaScript, VBA, jQuery, XML, Omniture, VB.NET, HTML, MS Office Suite, WinForms, Microsoft Office, Infragistics, Flash, ActionScript, Brightcove, .NET, Web Development, TFS, SOA, LINQ, Software Engineering, ADO.NET, SDLC, User Interface, IIS
Education
Massachusetts Institute of Technology 1987 — 1991
Bachelor of Science
Value Line April 2012 - Present
AllianceBernstein 2003 - March 2012
JPMorgan Chase 2000 - 2003
University of Minnesota 1996 - 1999
Skills
C#, Web Services, Scrum, Agile Methodologies, WCF, Software Development, Visual Studio, Testing, WPF, SQL, Entity Framework, CSS, Microsoft SQL Server, ASP.NET, JavaScript, VBA, jQuery, XML, Omniture, VB.NET, HTML, MS Office Suite, WinForms, Microsoft Office, Infragistics, Flash, ActionScript, Brightcove, .NET, Web Development, TFS, SOA, LINQ, Software Engineering, ADO.NET, SDLC, User Interface, IIS
Education
Massachusetts Institute of Technology 1987 — 1991
Bachelor of Science
Kelly Sudovar Kelly Sudovar's AllianceBernstein Experience June 2002 - August 2007
Job Lead Product Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial April 2012 - April 2015
Pershing June 2010 - April 2012
AllianceBernstein Defined Contribution Investments August 2007 - June 2010
AllianceBernstein June 2002 - August 2007
AllianceBernstein August 1999 - June 2002
Putnam Investments June 1997 - August 1999
Skills
Investments, Pensions, 401k, Retirement, Series 6, Product Marketing, Marketing Strategy, Marketing Communications, Training
Education
Montclair State University 2003 — 2007
MBA, Marketing
Loyola University Maryland 1993 — 1997
BBA, Marketing
Georgetown Visitation 1989 — 1993
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial April 2012 - April 2015
Pershing June 2010 - April 2012
AllianceBernstein Defined Contribution Investments August 2007 - June 2010
AllianceBernstein June 2002 - August 2007
AllianceBernstein August 1999 - June 2002
Putnam Investments June 1997 - August 1999
Skills
Investments, Pensions, 401k, Retirement, Series 6, Product Marketing, Marketing Strategy, Marketing Communications, Training
Education
Montclair State University 2003 — 2007
MBA, Marketing
Loyola University Maryland 1993 — 1997
BBA, Marketing
Georgetown Visitation 1989 — 1993
Mark J. Ruiz's AllianceBernstein Experience August 2006 - April 2011
Job Customer Development at The Butter Group
Industry Hospitality
Experience
The Butter Group October 2013 - Present
Freelance March 2008 - Present
Soiree Group March 2008 - September 2012
AllianceBernstein August 2006 - April 2011
Education
Manhattan College 2003 — 2006
Bachelor of Science, Finance, Management
The Butter Group October 2013 - Present
Freelance March 2008 - Present
Soiree Group March 2008 - September 2012
AllianceBernstein August 2006 - April 2011
Education
Manhattan College 2003 — 2006
Bachelor of Science, Finance, Management
Cory Scofield Cory Scofield's AllianceBernstein Experience November 2011 - Present
Job Assistant Vice President, Mandatory Corporate Actions at State Street
Industry Financial Services
Experience
AllianceBernstein November 2011 - Present
AllianceBernstein July 2008 - November 2011
AllianceBernstein October 2005 - June 2008
Skills
Fixed Income, Equities, Trading, Portfolio Management, Settlement, Corporate Actions, Account Reconciliation, Bloomberg, Hedge Funds, Securities, Financial Services, Investment Management, Management
Education
New York University 2014 — 2014
Individual Course: Principles in Financial Modeling, Fall 2014
NABCEP 2012 — 2012
NABCEP certified - Entry Level Solar Electric Installer Certification, Solar Energy Technology/Technician
Marist College 2002 — 2005
Business Administration, Business Strategy / Economics
University of Pittsburgh 1998 — 1999
Mechanical Engineering
AllianceBernstein November 2011 - Present
AllianceBernstein July 2008 - November 2011
AllianceBernstein October 2005 - June 2008
Skills
Fixed Income, Equities, Trading, Portfolio Management, Settlement, Corporate Actions, Account Reconciliation, Bloomberg, Hedge Funds, Securities, Financial Services, Investment Management, Management
Education
New York University 2014 — 2014
Individual Course: Principles in Financial Modeling, Fall 2014
NABCEP 2012 — 2012
NABCEP certified - Entry Level Solar Electric Installer Certification, Solar Energy Technology/Technician
Marist College 2002 — 2005
Business Administration, Business Strategy / Economics
University of Pittsburgh 1998 — 1999
Mechanical Engineering
Gus Pompa Gus Pompa's AllianceBernstein Experience August 2005 - September 2009
Job Information Systems Manager
Industry Law Practice
Experience
Jackson Walker LLP September 2009 - Present
AllianceBernstein August 2005 - September 2009
Education
Kennedy Western University 1999 — 2002
BS, Management Information Systems
Jackson Walker LLP September 2009 - Present
AllianceBernstein August 2005 - September 2009
Education
Kennedy Western University 1999 — 2002
BS, Management Information Systems
Terri Kietur Gundling Terri Kietur Gundling's AllianceBernstein Experience August 1999 - March 2001
Job Executive Assistant at High 5 Games
Industry Executive Office
Experience
High 5 Games February 2011 - Present
Cyber City Teleservices Marketing, Inc. March 2003 - May 2010
KPMG, LLP March 2001 - December 2002
AllianceBernstein August 1999 - March 2001
Deutsche Bank March 1993 - July 1999
McKinsey & Company March 1985 - March 1993
Parade Magazine May 1984 - March 1985
Skills
Excel, Advertising, Administrative Support, Outlook, Microsoft Excel, Administrative..., Office Management
Education
Katharine Gibbs School 1983 — 1984
Certificate
Bergenfield High School 1979 — 1983
High 5 Games February 2011 - Present
Cyber City Teleservices Marketing, Inc. March 2003 - May 2010
KPMG, LLP March 2001 - December 2002
AllianceBernstein August 1999 - March 2001
Deutsche Bank March 1993 - July 1999
McKinsey & Company March 1985 - March 1993
Parade Magazine May 1984 - March 1985
Skills
Excel, Advertising, Administrative Support, Outlook, Microsoft Excel, Administrative..., Office Management
Education
Katharine Gibbs School 1983 — 1984
Certificate
Bergenfield High School 1979 — 1983
Luigi Frantellizzi Luigi Frantellizzi's AllianceBernstein Experience September 2005 - July 2007
Job LSF Technical Services Owner
Industry Information Technology and Services
Experience
LSF Technical Services April 2009 - Present
UBS AG July 2007 - April 2009
AllianceBernstein September 2005 - July 2007
HSBC 2000 - 2004
Republic National Bank 1997 - 2000
Skills
Disaster Recovery
Education
Manhattan College 2001 — 2005
BSEE, ELECTRICAL ENGINEERING
LSF Technical Services April 2009 - Present
UBS AG July 2007 - April 2009
AllianceBernstein September 2005 - July 2007
HSBC 2000 - 2004
Republic National Bank 1997 - 2000
Skills
Disaster Recovery
Education
Manhattan College 2001 — 2005
BSEE, ELECTRICAL ENGINEERING
Leon Zborovsky Leon Zborovsky's AllianceBernstein Experience October 2006 - April 2013
Job QM Project Manager, ITIL at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman May 2013 - Present
AllianceBernstein October 2006 - April 2013
Bank of NY April 2001 - October 2006
Hot Jobs (Yahoo) January 1999 - February 2000
Comet Systems February 1997 - September 1999
Skills
SDLC, Business Analysis, Project Management, Trading Systems, PMO, Portfolio Management, Software Project..., Visio, Fixed Income, Derivatives, Equities, Requirements Analysis, Program Management, Financial Services, Process Improvement, ITIL Certified
Education
Nyack College 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Long Island University 1997 — 1999
Pre Med
Brown Brothers Harriman May 2013 - Present
AllianceBernstein October 2006 - April 2013
Bank of NY April 2001 - October 2006
Hot Jobs (Yahoo) January 1999 - February 2000
Comet Systems February 1997 - September 1999
Skills
SDLC, Business Analysis, Project Management, Trading Systems, PMO, Portfolio Management, Software Project..., Visio, Fixed Income, Derivatives, Equities, Requirements Analysis, Program Management, Financial Services, Process Improvement, ITIL Certified
Education
Nyack College 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Long Island University 1997 — 1999
Pre Med
Daniel Davitt's AllianceBernstein Experience October 2010 - Present
Job AVP, Internal Audit Alternative Investments at AllianceBernstein
Industry Accounting
Experience
AllianceBernstein October 2010 - Present
KPMG LLP July 2009 - February 2010
Education
Loyola University Maryland 1999 — 2003
BBA, Accounting
AllianceBernstein October 2010 - Present
KPMG LLP July 2009 - February 2010
Education
Loyola University Maryland 1999 — 2003
BBA, Accounting
Mike LaTorre's AllianceBernstein Experience July 2013 - Present
Job Regional Annuity Subadvised Wholesaler at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 2013 - Present
Allstate August 2012 - June 2013
Prudential Financial December 2007 - August 2012
Skills
Sales, Sales Management, Recruiting, Customer Service, Public Speaking, Marketing, Business Performance..., Direct Sales, Series 6, Series 63, Relationship Management, Variable Annuities, Capital Markets, Series 7
Education
La Salle University 2009 — 2011
MBA, Finance
Temple University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
2009 & 2010 Top of the Rock Award Winner - Pru
AllianceBernstein July 2013 - Present
Allstate August 2012 - June 2013
Prudential Financial December 2007 - August 2012
Skills
Sales, Sales Management, Recruiting, Customer Service, Public Speaking, Marketing, Business Performance..., Direct Sales, Series 6, Series 63, Relationship Management, Variable Annuities, Capital Markets, Series 7
Education
La Salle University 2009 — 2011
MBA, Finance
Temple University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
2009 & 2010 Top of the Rock Award Winner - Pru
Catherine Fowler Catherine Fowler's AllianceBernstein Experience January 2012 - Present
Job Private Client Coordinator at AllianceBernstein
Industry Primary/Secondary Education
Experience
AllianceBernstein January 2012 - Present
Education
Long Island University-Rockland Campus 2007 — 2009
Masters in School Counseling
Quinnipiac University 2001 — 2005
AllianceBernstein January 2012 - Present
Education
Long Island University-Rockland Campus 2007 — 2009
Masters in School Counseling
Quinnipiac University 2001 — 2005
Paul Hammer Paul Hammer's AllianceBernstein Experience July 2012 - Present
Job Regional Consultant at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 2012 - Present
Allied Irish Banks June 2011 - August 2011
SAC Capital December 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Stata, Economics, Financial Analysis, Social Media, Credit Analysis, Research, Spanish, Fixed Income, Investments, Portfolio Management, Valuation, Credit, Data Analysis, Capital Markets, Securities, Hedge Funds
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A.)
AllianceBernstein July 2012 - Present
Allied Irish Banks June 2011 - August 2011
SAC Capital December 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Stata, Economics, Financial Analysis, Social Media, Credit Analysis, Research, Spanish, Fixed Income, Investments, Portfolio Management, Valuation, Credit, Data Analysis, Capital Markets, Securities, Hedge Funds
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A.)
Doreen Lucas's AllianceBernstein Experience June 2007 - November 2007
Job Experienced Traditional and Digital Marketing Professional
Industry Marketing and Advertising
Experience
Wells Fargo May 2015 - Present
National Grid May 2013 - December 2014
National Grid August 2012 - May 2013
Dale Carnegie Training April 2012 - July 2012
Zeus Staffing, Inc July 2010 - July 2012
The Guardian Life Insurance Company of America October 2010 - April 2012
J.P. Morgan (for Magnum Solutions) July 2010 - October 2010
Morgan Stanley December 2007 - September 2009
AllianceBernstein June 2007 - November 2007
AllianceBernstein November 2005 - June 2007
Skills
Online Marketing, Direct Mail, Market Planning, Promotions, Vendor Management, Project management, Creative strategy..., Strategic Planning, sales support, relationship management, Online Advertising, Sales Operations, Strategic Communications, Competitive Analysis, Marketing, Project Management, Sales, Relationship Management, Strategy, Leadership, Lead Generation, Direct Marketing, Marketing Management, Marketing Strategy, Marketing Communications, Market Research, Advertising, Program Management, CRM, Digital Marketing, Product Development, Integrated Marketing, Creative Direction, Social Media Marketing, Consulting, Internal Communications, Newsletters
Education
Le Moyne College 1998 — 2002
B.S., Business, Marketing
Wells Fargo May 2015 - Present
National Grid May 2013 - December 2014
National Grid August 2012 - May 2013
Dale Carnegie Training April 2012 - July 2012
Zeus Staffing, Inc July 2010 - July 2012
The Guardian Life Insurance Company of America October 2010 - April 2012
J.P. Morgan (for Magnum Solutions) July 2010 - October 2010
Morgan Stanley December 2007 - September 2009
AllianceBernstein June 2007 - November 2007
AllianceBernstein November 2005 - June 2007
Skills
Online Marketing, Direct Mail, Market Planning, Promotions, Vendor Management, Project management, Creative strategy..., Strategic Planning, sales support, relationship management, Online Advertising, Sales Operations, Strategic Communications, Competitive Analysis, Marketing, Project Management, Sales, Relationship Management, Strategy, Leadership, Lead Generation, Direct Marketing, Marketing Management, Marketing Strategy, Marketing Communications, Market Research, Advertising, Program Management, CRM, Digital Marketing, Product Development, Integrated Marketing, Creative Direction, Social Media Marketing, Consulting, Internal Communications, Newsletters
Education
Le Moyne College 1998 — 2002
B.S., Business, Marketing
Brendan Carney's AllianceBernstein Experience November 2007 - May 2012
Job Senior VP, Business Analyst (IT) at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2012 - Present
AllianceBernstein November 2007 - May 2012
General Electric January 2001 - November 2007
JP Morgan Chase October 1998 - January 2001
Bear Stearns 1996 - 1998
Skills
FX, Banking, Back Office, Alternative Investments, Business Analysis, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Equity Trading, Corporate Finance, Bonds, FX Options, Financial Risk, Fixed Income, Investment Banking, Interest Rate..., Financial Services, Financial Analysis, Prime Brokerage, Project Management, SDLC, Quality Assurance, Middle Office, Market Data, Series 7, Sybase, Trading Systems, Securities, User Acceptance Testing
Education
Manhattan College 1990 — 1994
Bachelor of Science (B.S.), Mathematics and Computer Science
Archbishop Stepinac
Jefferies LLC May 2012 - Present
AllianceBernstein November 2007 - May 2012
General Electric January 2001 - November 2007
JP Morgan Chase October 1998 - January 2001
Bear Stearns 1996 - 1998
Skills
FX, Banking, Back Office, Alternative Investments, Business Analysis, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Equity Trading, Corporate Finance, Bonds, FX Options, Financial Risk, Fixed Income, Investment Banking, Interest Rate..., Financial Services, Financial Analysis, Prime Brokerage, Project Management, SDLC, Quality Assurance, Middle Office, Market Data, Series 7, Sybase, Trading Systems, Securities, User Acceptance Testing
Education
Manhattan College 1990 — 1994
Bachelor of Science (B.S.), Mathematics and Computer Science
Archbishop Stepinac
Raphael Blumkin's AllianceBernstein Experience 2006 - October 2008
Job Versatile management professional with 15+ years expertise managing highly visible, complex programs and projects
Industry Financial Services
Experience
C. V. Starr & Company May 2010 - Present
Chartis Insurance April 2009 - May 2010
AllianceBernstein 2006 - October 2008
AllianceBernstein 2004 - 2006
TIAA-CREF 2003 - 2004
TIAA-CREF 2001 - 2003
JPMorgan Chase 1995 - 2001
JP Morgan Chase 1993 - 1995
Skills
Six Sigma, Process Improvement, IT Strategy, Management, Operational Risk..., Portfolio Management, Performance Measurement, PMO, SDLC, Relationship Management, Requirements Analysis, Leadership, Financial Analysis, Cross-functional Team..., Financial Services, Risk Management, Management Consulting, Analysis, Strategy, Business Process..., Change Management, Business Process, Business Intelligence, Team Building, Banking, Vendor Management, Business Analysis
Education
Pace University 1995 — 1997
MS, Information Systems
The University of Chicago Booth School of Business 1979 — 1980
MBA, Finance, Management Science
Massachusetts Institute of Technology 1972 — 1976
Bachelor of Science, Life Sciences
C. V. Starr & Company May 2010 - Present
Chartis Insurance April 2009 - May 2010
AllianceBernstein 2006 - October 2008
AllianceBernstein 2004 - 2006
TIAA-CREF 2003 - 2004
TIAA-CREF 2001 - 2003
JPMorgan Chase 1995 - 2001
JP Morgan Chase 1993 - 1995
Skills
Six Sigma, Process Improvement, IT Strategy, Management, Operational Risk..., Portfolio Management, Performance Measurement, PMO, SDLC, Relationship Management, Requirements Analysis, Leadership, Financial Analysis, Cross-functional Team..., Financial Services, Risk Management, Management Consulting, Analysis, Strategy, Business Process..., Change Management, Business Process, Business Intelligence, Team Building, Banking, Vendor Management, Business Analysis
Education
Pace University 1995 — 1997
MS, Information Systems
The University of Chicago Booth School of Business 1979 — 1980
MBA, Finance, Management Science
Massachusetts Institute of Technology 1972 — 1976
Bachelor of Science, Life Sciences
Somesh Marepalli's AllianceBernstein Experience 2007 - January 2010
Job at Bloomberg
Industry Financial Services
Experience
Bloomberg January 2010 - Present
AllianceBernstein 2007 - January 2010
Goldman Sachs 2006 - 2007
Computer Associates (CA) March 2002 - May 2006
Tata Infotech Limited August 1997 - July 1999
Skills
Trading Systems, Sybase, Unix, SDLC, SQL, Agile Methodologies, Equities, Java, Electronic Trading, Software Project..., Business Analysis, Software Development
Education
The University of Akron 1999 — 2001
Master of Science (M.S.), Computer Science
Manipal Institute of Technology
Bloomberg January 2010 - Present
AllianceBernstein 2007 - January 2010
Goldman Sachs 2006 - 2007
Computer Associates (CA) March 2002 - May 2006
Tata Infotech Limited August 1997 - July 1999
Skills
Trading Systems, Sybase, Unix, SDLC, SQL, Agile Methodologies, Equities, Java, Electronic Trading, Software Project..., Business Analysis, Software Development
Education
The University of Akron 1999 — 2001
Master of Science (M.S.), Computer Science
Manipal Institute of Technology
Brad Kuhl's AllianceBernstein Experience June 1999 - November 2008
Job Consultant at Pride VMS
Industry Financial Services
Experience
Pride VMS January 2014 - Present
Staples Business Advantage November 2009 - Present
AllianceBernstein June 1999 - November 2008
Prudential Insurance November 1997 - June 1999
Skills
Data Center, Salesforce.com, Solution Selling, SaaS, Sales Process, Disaster Recovery, VMware, Selling, Vendor Management, Account Management, Technical Support
Education
Marist College 1990 — 1994
Pride VMS January 2014 - Present
Staples Business Advantage November 2009 - Present
AllianceBernstein June 1999 - November 2008
Prudential Insurance November 1997 - June 1999
Skills
Data Center, Salesforce.com, Solution Selling, SaaS, Sales Process, Disaster Recovery, VMware, Selling, Vendor Management, Account Management, Technical Support
Education
Marist College 1990 — 1994
Keri Ann Carozza's AllianceBernstein Experience April 2007 - February 2012
Job Vice President at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management March 2014 - Present
Jennison Associates April 2012 - March 2014
AllianceBernstein April 2007 - February 2012
Morgan Stanley Investment Management (Van Kampen) October 2004 - March 2007
Deutsche Asset Management 2003 - 2004
Prudential Securities 2002 - 2003
Skills
Series 7, Series 63, Series 24, FINRA, Hedge Funds, Securities, Investment Management, Alternative Investments, Asset Managment, ETFs, Mutual Funds, Equities, Investments, Asset Allocation, Broker-Dealer, Financial Regulation, Investment Company Act, Investment Advisory, AML, Separately Managed...
Education
Pace University 2002 — 2004
MBA, Investment Management
Manhattan College 1994 — 1998
AQR Capital Management March 2014 - Present
Jennison Associates April 2012 - March 2014
AllianceBernstein April 2007 - February 2012
Morgan Stanley Investment Management (Van Kampen) October 2004 - March 2007
Deutsche Asset Management 2003 - 2004
Prudential Securities 2002 - 2003
Skills
Series 7, Series 63, Series 24, FINRA, Hedge Funds, Securities, Investment Management, Alternative Investments, Asset Managment, ETFs, Mutual Funds, Equities, Investments, Asset Allocation, Broker-Dealer, Financial Regulation, Investment Company Act, Investment Advisory, AML, Separately Managed...
Education
Pace University 2002 — 2004
MBA, Investment Management
Manhattan College 1994 — 1998
Pamela McGonigal's AllianceBernstein Experience 2000 - 2002
Job Acquisition Process Coordinator at Federal Highway Administration
Industry Government Administration
Experience
Federal Highway Administration July 2013 - Present
NOAA May 2009 - July 2013
Program Management Associates July 2004 - May 2009
AllianceBernstein 2000 - 2002
Sanford C. Bernstein 1996 - 2001
OfficeMax 1992 - 1995
Skills
Program Management, Project Management, Project Planning, Strategic Planning, Business Process..., PMP, Vendor Management, Integration, Process Improvement, IT Strategy, Government, Budgets, Business Analysis, Analysis, Risk Management, Governance
Education
Kent State University 1986 — 1991
Kent State University 1986 — 1991
Business
Federal Highway Administration July 2013 - Present
NOAA May 2009 - July 2013
Program Management Associates July 2004 - May 2009
AllianceBernstein 2000 - 2002
Sanford C. Bernstein 1996 - 2001
OfficeMax 1992 - 1995
Skills
Program Management, Project Management, Project Planning, Strategic Planning, Business Process..., PMP, Vendor Management, Integration, Process Improvement, IT Strategy, Government, Budgets, Business Analysis, Analysis, Risk Management, Governance
Education
Kent State University 1986 — 1991
Kent State University 1986 — 1991
Business
Kenneth Haman's AllianceBernstein Experience 2005 - 2008
Job Managing Director, The Advisor Institute at AllianceBernstein Investments
Industry Financial Services
Experience
AllianceBernstein Investments March 2005 - Present
AllianceBernstein 2005 - 2008
Independent Consultant, Financial Service Industry 1999 - 2005
Private Practice 1985 - 2005
Skills
Wealth Management, Training, Financial Advisory, Investments, Leadership, Financial Services, Business Development, Coaching, Portfolio Management, Team Management, Strategy, Risk Management, Management
Education
Moravian College 1985 — 1987
Master of Arts in Pastoral Counseling, Counseling Psychology
Princeton Theological Seminary 1980 — 1983
Master of Divinity, Pastoral Theology
Lebanon Valley College 1976 — 1980
Bacherlor of Arts, Business Administration
AllianceBernstein Investments March 2005 - Present
AllianceBernstein 2005 - 2008
Independent Consultant, Financial Service Industry 1999 - 2005
Private Practice 1985 - 2005
Skills
Wealth Management, Training, Financial Advisory, Investments, Leadership, Financial Services, Business Development, Coaching, Portfolio Management, Team Management, Strategy, Risk Management, Management
Education
Moravian College 1985 — 1987
Master of Arts in Pastoral Counseling, Counseling Psychology
Princeton Theological Seminary 1980 — 1983
Master of Divinity, Pastoral Theology
Lebanon Valley College 1976 — 1980
Bacherlor of Arts, Business Administration
Constantin Andreae's AllianceBernstein Experience June 2010 - Present
Job Director Offshore Regional Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2010 - Present
AllianceBernstein August 2007 - April 2011
Interventure Capital April 2007 - August 2007
American Express Bank 2004 - 2007
Bear Stearns 2002 - 2004
Lutron Electronics 1997 - 2000
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2002
MBA, Finance
Lafayette College 1992 — 1997
BS, Mechanical Engineering
Washington International High School
AllianceBernstein June 2010 - Present
AllianceBernstein August 2007 - April 2011
Interventure Capital April 2007 - August 2007
American Express Bank 2004 - 2007
Bear Stearns 2002 - 2004
Lutron Electronics 1997 - 2000
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2002
MBA, Finance
Lafayette College 1992 — 1997
BS, Mechanical Engineering
Washington International High School
Ashwin Alankar's AllianceBernstein Experience June 2010 - Present
Job Senior Portfolio Manager/Senior Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2010 - Present
Platinum Grove Asset Management July 2003 - April 2010
Platinum Grove Asset Management July 2003 - April 2010
Platinum Grove Asset Management July 2003 - April 2010
Education
Massachusetts Institute of Technology
BS, MS, Math and Chemical Engineering
University of California, Berkeley
Ph.D., Finance
AllianceBernstein June 2010 - Present
Platinum Grove Asset Management July 2003 - April 2010
Platinum Grove Asset Management July 2003 - April 2010
Platinum Grove Asset Management July 2003 - April 2010
Education
Massachusetts Institute of Technology
BS, MS, Math and Chemical Engineering
University of California, Berkeley
Ph.D., Finance
Finni Chacko's AllianceBernstein Experience May 2008 - Present
Job Facilities Engineer at AllianceBernstein
Industry Construction
Experience
AllianceBernstein May 2008 - Present
Albert Einstein College of Medicine August 2006 - April 2008
Skills
Asset Management, Budgets, Contract Management, Disaster Recovery, Management, Microsoft Excel, Microsoft Office, Process Improvement, Project Management, Project Planning, Risk Management, Vendor Management, Visio
Education
Manhattan College 1991 — 1998
AllianceBernstein May 2008 - Present
Albert Einstein College of Medicine August 2006 - April 2008
Skills
Asset Management, Budgets, Contract Management, Disaster Recovery, Management, Microsoft Excel, Microsoft Office, Process Improvement, Project Management, Project Planning, Risk Management, Vendor Management, Visio
Education
Manhattan College 1991 — 1998
Dan Valenti's AllianceBernstein Experience April 2010 - February 2011
Job BNP Paribas Commodities
Industry Capital Markets
Experience
BNP Paribas October 2014 - Present
Marex North America March 2011 - October 2014
AllianceBernstein April 2010 - February 2011
Newedge Group USA January 2008 - May 2010
Fimat April 2001 - January 2008
Baron + Filtenborg Capital NV February 2000 - April 2001
Skills
Fixed Income, Trading Systems, Hedge Funds, Equities, Options, Financial Markets, Derivatives, Trading, Commodity Markets, Bloomberg, Commodity, Equity Derivatives, Proprietary Trading, Alternative Investments
Education
Lake Forest College 1992 — 1995
Proctor Academy 1990 — 1990
BNP Paribas October 2014 - Present
Marex North America March 2011 - October 2014
AllianceBernstein April 2010 - February 2011
Newedge Group USA January 2008 - May 2010
Fimat April 2001 - January 2008
Baron + Filtenborg Capital NV February 2000 - April 2001
Skills
Fixed Income, Trading Systems, Hedge Funds, Equities, Options, Financial Markets, Derivatives, Trading, Commodity Markets, Bloomberg, Commodity, Equity Derivatives, Proprietary Trading, Alternative Investments
Education
Lake Forest College 1992 — 1995
Proctor Academy 1990 — 1990
Christine Long's AllianceBernstein Experience 2006 - 2008
Job Vice President, CoHead Channel MarketingAmericas
Industry Financial Services
Experience
PIMCO April 2012 - Present
PIMCO April 2012 - Present
Guardian Life Insurance May 2009 - April 2012
AllianceBernstein 2006 - 2008
AXA Distributors 2004 - 2006
Travelers Life & Annuity May 2003 - December 2004
Smith Barney 1997 - 2003
SunAmerica 1995 - 1997
Smith Barney 1992 - 1995
Shearson Lehman Brothers 1989 - 1992
Skills
Retirement Planning, Leadership, Strategic Financial..., Marketing Communications, Marketing, Marketing Strategy, Mutual Funds, Retirement, Insurance, Financial Services, Vendor Management, Distribution Strategies, Strategic Planning, Multi-channel Marketing, Investments, Analytics, 401k, Direct Marketing, Securities, Investment Strategies, Strategy, Sales, Digital Marketing, Wealth Management, Creative Direction, Series 63, Product Management, Investment Advisory, Public Relations, Integrated Marketing, Fixed Income, Relationship Management, Investment Management, Fixed Annuities, CRM, Product Marketing, Team Building, Email Marketing, ETFs, Series 7, Thought Leadership, Asset Managment, Business Development, FINRA, Asset Allocation, Separately Managed..., Portfolio Management, Wealth Management..., Alternative Investments, Financial Advisory
Education
Manhattanville College 1985 — 1989
PIMCO April 2012 - Present
PIMCO April 2012 - Present
Guardian Life Insurance May 2009 - April 2012
AllianceBernstein 2006 - 2008
AXA Distributors 2004 - 2006
Travelers Life & Annuity May 2003 - December 2004
Smith Barney 1997 - 2003
SunAmerica 1995 - 1997
Smith Barney 1992 - 1995
Shearson Lehman Brothers 1989 - 1992
Skills
Retirement Planning, Leadership, Strategic Financial..., Marketing Communications, Marketing, Marketing Strategy, Mutual Funds, Retirement, Insurance, Financial Services, Vendor Management, Distribution Strategies, Strategic Planning, Multi-channel Marketing, Investments, Analytics, 401k, Direct Marketing, Securities, Investment Strategies, Strategy, Sales, Digital Marketing, Wealth Management, Creative Direction, Series 63, Product Management, Investment Advisory, Public Relations, Integrated Marketing, Fixed Income, Relationship Management, Investment Management, Fixed Annuities, CRM, Product Marketing, Team Building, Email Marketing, ETFs, Series 7, Thought Leadership, Asset Managment, Business Development, FINRA, Asset Allocation, Separately Managed..., Portfolio Management, Wealth Management..., Alternative Investments, Financial Advisory
Education
Manhattanville College 1985 — 1989
Edward Jamrozy's AllianceBernstein Experience 1986 - 1994
Job Customer Service
Industry Financial Services
Experience
Merrill Lynch May 1997 - November 2001
Alliance Capital Management 1988 - 1994
AllianceBernstein 1986 - 1994
Skills
Logical Data Modeling, Excel, Microsoft Office, Organizational..., Quality Assurance, Educational Technology, Writing, Microsoft Word, Technical Writing, Microsoft Excel, Proofreading
Education
Le Moyne College 1964 — 1968
BA, French
Merrill Lynch May 1997 - November 2001
Alliance Capital Management 1988 - 1994
AllianceBernstein 1986 - 1994
Skills
Logical Data Modeling, Excel, Microsoft Office, Organizational..., Quality Assurance, Educational Technology, Writing, Microsoft Word, Technical Writing, Microsoft Excel, Proofreading
Education
Le Moyne College 1964 — 1968
BA, French
Cindy Montanez, CBCP's AllianceBernstein Experience November 2007 - August 2011
Job Experienced Business Resiliency Manager
Industry Information Technology and Services
Experience
JPMorgan Chase August 2011 - Present
AllianceBernstein November 2007 - August 2011
BNP Paribas March 2003 - November 2007
Skills
Crisis Management, Business Continuity, Business Continuity..., Risk Management, Disaster Recovery, Business Resilience, Incident Management
Education
Manhattan College 2000 — 2004
BA with Honors, Corporate Communications and Industrial/Organizational Psychology
JPMorgan Chase August 2011 - Present
AllianceBernstein November 2007 - August 2011
BNP Paribas March 2003 - November 2007
Skills
Crisis Management, Business Continuity, Business Continuity..., Risk Management, Disaster Recovery, Business Resilience, Incident Management
Education
Manhattan College 2000 — 2004
BA with Honors, Corporate Communications and Industrial/Organizational Psychology
Alex Spodak's AllianceBernstein Experience September 2010 - Present
Job Assistant Vice President AB Institutional Investments
Industry Financial Services
Experience
AllianceBernstein September 2010 - Present
UBS Wealth Management March 2009 - September 2010
UBS Wealth Management March 2008 - February 2009
UBS Wealth Management August 2006 - February 2008
Skills
Series 7, Asset Management, Capital Markets, Investments, Equities, Alternative Investments, Fixed Income, Asset Allocation, Investment Management, Series 63, Investment Strategies, Securities, Financial Services, Mutual Funds, Finance, Wealth Management, Risk Management, Hedge Funds, Management
Education
Loyola University Maryland 2002 — 2006
Bachelor's degree, Finance
AllianceBernstein September 2010 - Present
UBS Wealth Management March 2009 - September 2010
UBS Wealth Management March 2008 - February 2009
UBS Wealth Management August 2006 - February 2008
Skills
Series 7, Asset Management, Capital Markets, Investments, Equities, Alternative Investments, Fixed Income, Asset Allocation, Investment Management, Series 63, Investment Strategies, Securities, Financial Services, Mutual Funds, Finance, Wealth Management, Risk Management, Hedge Funds, Management
Education
Loyola University Maryland 2002 — 2006
Bachelor's degree, Finance
Steven Pavlovic's AllianceBernstein Experience June 2005 - February 2012
Job Internal Advisor Consultant
Industry Financial Services
Experience
PIMCO February 2012 - Present
AllianceBernstein June 2005 - February 2012
Citigroup Alternative Investments March 2005 - June 2005
Virtus Investment Partners 2002 - 2005
Skills
Series 7, Series 63, Retirement Planning, Investments, Separately Managed..., Wealth Management, Equities, Asset Managment, Mutual Funds, Bloomberg, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Advisory, Asset Management, Investment Strategies, Securities
Education
Manhattan College 1991 — 1995
BS, Finance
PIMCO February 2012 - Present
AllianceBernstein June 2005 - February 2012
Citigroup Alternative Investments March 2005 - June 2005
Virtus Investment Partners 2002 - 2005
Skills
Series 7, Series 63, Retirement Planning, Investments, Separately Managed..., Wealth Management, Equities, Asset Managment, Mutual Funds, Bloomberg, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Advisory, Asset Management, Investment Strategies, Securities
Education
Manhattan College 1991 — 1995
BS, Finance
Jeffrey Latzer's AllianceBernstein Experience September 2006 - January 2007
Job Managing Editor at Corporate Insight
Industry Marketing and Advertising
Experience
Corporate Insight December 2014 - Present
Corporate Insight August 2011 - November 2014
Adopt NY 2011 - June 2013
Project Pet January 2010 - November 2012
Corporate Insight February 2007 - July 2011
Corporate Insight February 2007 - March 2009
AllianceBernstein September 2006 - January 2007
New Line Cinema January 2006 - May 2006
Sony Pictures Entertainment May 2005 - September 2005
Newmarket Press 2004 - 2005
Skills
Writing, Editing, Competitive Intelligence, Research, Report Writing, Financial Writing, Competitive Analysis, Client Communication, Client Relationship..., Nonprofits, CRM, Marketing, Analysis, User Experience, Market Research, Data Analysis, Management, Social Media, Finance
Education
Manhattan College 2002 — 2006
B.A., English
Corporate Insight December 2014 - Present
Corporate Insight August 2011 - November 2014
Adopt NY 2011 - June 2013
Project Pet January 2010 - November 2012
Corporate Insight February 2007 - July 2011
Corporate Insight February 2007 - March 2009
AllianceBernstein September 2006 - January 2007
New Line Cinema January 2006 - May 2006
Sony Pictures Entertainment May 2005 - September 2005
Newmarket Press 2004 - 2005
Skills
Writing, Editing, Competitive Intelligence, Research, Report Writing, Financial Writing, Competitive Analysis, Client Communication, Client Relationship..., Nonprofits, CRM, Marketing, Analysis, User Experience, Market Research, Data Analysis, Management, Social Media, Finance
Education
Manhattan College 2002 — 2006
B.A., English
Clair Raver's AllianceBernstein Experience May 2006 - May 2007
Job Program Coordinator at Duke University
Industry Education Management
Experience
Duke University October 2007 - June 2010
AllianceBernstein May 2006 - May 2007
Sanford C. Bernstein November 2001 - May 2006
UBS November 1999 - October 2001
UBS November 1998 - November 1999
Pechiney March 1997 - November 1998
Skills
Career Development, CRM, Equities
Education
Keele University 1992 — 1996
Bachelor of Arts with Honours, French and European Studies
Duke University October 2007 - June 2010
AllianceBernstein May 2006 - May 2007
Sanford C. Bernstein November 2001 - May 2006
UBS November 1999 - October 2001
UBS November 1998 - November 1999
Pechiney March 1997 - November 1998
Skills
Career Development, CRM, Equities
Education
Keele University 1992 — 1996
Bachelor of Arts with Honours, French and European Studies
Kara Sheffel's AllianceBernstein Experience October 2007 - October 2008
Job Internal Wholesaler for New England at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management January 2013 - Present
First Eagle Investment Management January 2013 - Present
Prudential Investments July 2010 - January 2013
Swatch Group January 2009 - July 2010
AllianceBernstein October 2007 - October 2008
Bio Reference Laboratory Inc May 2001 - October 2007
Skills
Series 63, Asset Allocation, Mutual Funds, Alternative Investments, Series 7, Wealth Management, Securities, 401k, Retirement Planning, Investments, Asset Management, Separately Managed..., Fixed Annuities, Equities, FINRA, Retirement, ETFs, Uniform Combined State..., Investment Strategies, Fixed Income
Education
Kean University 2006 — 2008
MBA, Global Management
Kean University 1998 — 2003
B.A, Finance
First Eagle Investment Management January 2013 - Present
First Eagle Investment Management January 2013 - Present
Prudential Investments July 2010 - January 2013
Swatch Group January 2009 - July 2010
AllianceBernstein October 2007 - October 2008
Bio Reference Laboratory Inc May 2001 - October 2007
Skills
Series 63, Asset Allocation, Mutual Funds, Alternative Investments, Series 7, Wealth Management, Securities, 401k, Retirement Planning, Investments, Asset Management, Separately Managed..., Fixed Annuities, Equities, FINRA, Retirement, ETFs, Uniform Combined State..., Investment Strategies, Fixed Income
Education
Kean University 2006 — 2008
MBA, Global Management
Kean University 1998 — 2003
B.A, Finance
John Prosperi's AllianceBernstein Experience September 2005 - Present
Job Senior Managing Director at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein September 2005 - Present
AllianceBernstein January 2007 - March 2012
Argent Capital Management 2000 - 2005
Skills
Mutual Funds, Investments, Management, Series 24, Derivatives, Strategic Financial..., Series 7, Business Development, Retirement, Leadership, ETFs, Series 6, Wealth Management, 401k, Financial Services, Bloomberg, Bonds, Alternative Investments, Investment Management, Investment Strategies, Hedge Funds, Capital Markets, Trading, Fixed Income, Equities, Financial Modeling, FINRA, Series 63, Valuation, Finance, Private Equity, Equity Research, Retirement Planning, Investment Advisory, Securities, Portfolio Management, Asset Allocation, Financial Markets, Asset Managment, Portfolio Optimization, Fund Of Funds, Series 65, Separately Managed..., Wealth Management..., Investor Relations, Financial Advisory, Electronic Trading, Uniform Combined State..., Private Banking, Retirement Plan...
Education
Maryville University of Saint Louis 1985 — 1987
Bachelor of Arts (B.A.), Management
AllianceBernstein September 2005 - Present
AllianceBernstein January 2007 - March 2012
Argent Capital Management 2000 - 2005
Skills
Mutual Funds, Investments, Management, Series 24, Derivatives, Strategic Financial..., Series 7, Business Development, Retirement, Leadership, ETFs, Series 6, Wealth Management, 401k, Financial Services, Bloomberg, Bonds, Alternative Investments, Investment Management, Investment Strategies, Hedge Funds, Capital Markets, Trading, Fixed Income, Equities, Financial Modeling, FINRA, Series 63, Valuation, Finance, Private Equity, Equity Research, Retirement Planning, Investment Advisory, Securities, Portfolio Management, Asset Allocation, Financial Markets, Asset Managment, Portfolio Optimization, Fund Of Funds, Series 65, Separately Managed..., Wealth Management..., Investor Relations, Financial Advisory, Electronic Trading, Uniform Combined State..., Private Banking, Retirement Plan...
Education
Maryville University of Saint Louis 1985 — 1987
Bachelor of Arts (B.A.), Management
Eric Siegrist's AllianceBernstein Experience June 2011 - Present
Job Internal Wholesaler at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2011 - Present
Wells Fargo July 2010 - June 2011
Echo Trade July 2009 - June 2010
Bank of America October 2008 - July 2009
Household Finance October 2004 - September 2008
Skills
Equities, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7
Education
Marist College 2003 — 2006
MBA
Marist College 2001 — 2003
Marketing
Saint Bonaventure University 1999 — 2001
Marketing
AllianceBernstein June 2011 - Present
Wells Fargo July 2010 - June 2011
Echo Trade July 2009 - June 2010
Bank of America October 2008 - July 2009
Household Finance October 2004 - September 2008
Skills
Equities, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7
Education
Marist College 2003 — 2006
MBA
Marist College 2001 — 2003
Marketing
Saint Bonaventure University 1999 — 2001
Marketing
Paul DiDomizio's AllianceBernstein Experience August 2011 - Present
Job Middle Office at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein August 2011 - Present
GlobeOp Financial Services February 2007 - April 2009
AllianceBernstein April 1998 - February 2007
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Fund Administration, Capital Markets, Derivatives, Asset Management, Fund Accounting, Middle Office, Back Office, FX Options, Financial Services, Financial Analysis, Portfolio Management
Education
Manhattan College 1993 — 1997
Bachelor of Science (BS), Finance
Manhattan College 1993 — 1997
Bachelor of Science (BS), Finance
AllianceBernstein August 2011 - Present
GlobeOp Financial Services February 2007 - April 2009
AllianceBernstein April 1998 - February 2007
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Fund Administration, Capital Markets, Derivatives, Asset Management, Fund Accounting, Middle Office, Back Office, FX Options, Financial Services, Financial Analysis, Portfolio Management
Education
Manhattan College 1993 — 1997
Bachelor of Science (BS), Finance
Manhattan College 1993 — 1997
Bachelor of Science (BS), Finance
John Moninger's AllianceBernstein Experience 1993 - 1995
Job Managing Director Retail Sales at Eaton Vance
Industry Investment Management
Experience
Eaton Vance November 2012 - Present
LPL Financial 2007 - 2012
UBS 1995 - 2007
AllianceBernstein 1993 - 1995
Education
Kutztown University of Pennsylvania 1989 — 1993
Eaton Vance November 2012 - Present
LPL Financial 2007 - 2012
UBS 1995 - 2007
AllianceBernstein 1993 - 1995
Education
Kutztown University of Pennsylvania 1989 — 1993
Carmela DiMeo's AllianceBernstein Experience 2008 - March 2012
Job SVP, Head of Marketing Americas at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments May 2014 - Present
OppenheimerFunds March 2012 - May 2014
AllianceBernstein 2008 - March 2012
AllianceBernstein 2004 - 2008
Brown Brothers Harriman 2002 - 2004
Sanford C. Bernstein & Co. Inc. 1997 - 2001
Sanford C. Bernstein & Co., Inc. 1995 - 1997
Skills
Product Marketing, Cross-functional Team..., Integrated Marketing, Marketing Strategy, Series 7, Management, Series 24, Asset Management, CRM, Fixed Income, Financial Services, Digital Marketing, Investments, Mutual Funds, Marketing, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & Marketing
Long Island University 1991 — 1995
BA, International Studies
PineBridge Investments May 2014 - Present
OppenheimerFunds March 2012 - May 2014
AllianceBernstein 2008 - March 2012
AllianceBernstein 2004 - 2008
Brown Brothers Harriman 2002 - 2004
Sanford C. Bernstein & Co. Inc. 1997 - 2001
Sanford C. Bernstein & Co., Inc. 1995 - 1997
Skills
Product Marketing, Cross-functional Team..., Integrated Marketing, Marketing Strategy, Series 7, Management, Series 24, Asset Management, CRM, Fixed Income, Financial Services, Digital Marketing, Investments, Mutual Funds, Marketing, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & Marketing
Long Island University 1991 — 1995
BA, International Studies
Kristina (Kristina L Munsch) Sita's AllianceBernstein Experience December 2013 - Present
Job VPIMO AllianceBernstein & Owner Comfort Keepers Secaucus
Industry Investment Management
Experience
AllianceBernstein December 2013 - Present
Comfort Keepers May 2009 - Present
WP Stewart June 2002 - December 2013
Skills
Series 24, Wealth Management, Strategic Financial..., Series 63, Options, Risk Management, Long-term Care
Education
Lehigh University - College of Business and Economics
Bachelors of Science, Finance, General
AllianceBernstein December 2013 - Present
Comfort Keepers May 2009 - Present
WP Stewart June 2002 - December 2013
Skills
Series 24, Wealth Management, Strategic Financial..., Series 63, Options, Risk Management, Long-term Care
Education
Lehigh University - College of Business and Economics
Bachelors of Science, Finance, General
Fariida Yasin LION's AllianceBernstein Experience February 2014 - May 2014
Job Graphic Design | Web Developer
Industry Graphic Design
Experience
WebMD September 2014 - Present
AllianceBernstein February 2014 - May 2014
J Marketing Solutions June 2013 - February 2014
MicroKY Co. Ltd. December 2011 - July 2013
Magic Tech Co LTD. July 2008 - December 2011
McCann Erickson June 2007 - August 2007
Syn3.org April 2006 - April 2007
Skills
Art Direction, Brand Management, Graphic Design, Creative Direction, Corporate Identity, Logo Design, Web Design, Concept Development, Adobe Creative Suite, InDesign, Illustrator, Adobe Fireworks, Photoshop, Flash, After Effects, MySQL, PHP, eclipse, Xcode, CSS, HTML, Android App Development, Apple App Development
Education
Kean University 2003 — 2008
Bachelor of Fine Arts (BFA), Visual Communications / Advertising
WebMD September 2014 - Present
AllianceBernstein February 2014 - May 2014
J Marketing Solutions June 2013 - February 2014
MicroKY Co. Ltd. December 2011 - July 2013
Magic Tech Co LTD. July 2008 - December 2011
McCann Erickson June 2007 - August 2007
Syn3.org April 2006 - April 2007
Skills
Art Direction, Brand Management, Graphic Design, Creative Direction, Corporate Identity, Logo Design, Web Design, Concept Development, Adobe Creative Suite, InDesign, Illustrator, Adobe Fireworks, Photoshop, Flash, After Effects, MySQL, PHP, eclipse, Xcode, CSS, HTML, Android App Development, Apple App Development
Education
Kean University 2003 — 2008
Bachelor of Fine Arts (BFA), Visual Communications / Advertising
Brett Winton's AllianceBernstein Experience February 2007 - Present
Job Principal at iamB Consulting
Industry Research
Experience
iamB Consulting January 2012 - Present
AllianceBernstein February 2007 - Present
Skills
Hedge Funds, Portfolio Management, Financial Modeling, Investments, Equities, Equity Research, Alternative Investments, Private Equity, Asset Management, Fixed Income, Capital Markets, Emerging Markets, Valuation, Investment Banking, Investment Management, Asset Allocation, Mutual Funds, Equity Valuation, Venture Capital
Education
Massachusetts Institute of Technology 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
iamB Consulting January 2012 - Present
AllianceBernstein February 2007 - Present
Skills
Hedge Funds, Portfolio Management, Financial Modeling, Investments, Equities, Equity Research, Alternative Investments, Private Equity, Asset Management, Fixed Income, Capital Markets, Emerging Markets, Valuation, Investment Banking, Investment Management, Asset Allocation, Mutual Funds, Equity Valuation, Venture Capital
Education
Massachusetts Institute of Technology 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
Jonathan Reiss's AllianceBernstein Experience January 2001 - December 2004
Job Financial Synthesist and Kindler
Industry Financial Services
Experience
Society of Quantitative Analysts June 2007 - Present
Analytical Synthesis, LLC. January 2005 - Present
AllianceBernstein January 2001 - December 2004
Sanford C. Bernstein 1993 - 2000
Sanford C. Bernstein 1985 - 1993
Skills
Quantitative Investing, Portfolio Optimization, Asset Allocation, Fixed Income Portfolio..., Risk Management, Uncertainty, Housing Finance, Alternative Investments, Hedge Funds, Asset Managment, Fixed Income, Mutual Funds, Asset Management, Options, Equities, Investment Management, Financial Services, Investment Strategies, Bloomberg, Finance, Derivatives
Education
Massachusetts Institute of Technology 1974 — 1979
B.S., Civil Engineering
Society of Quantitative Analysts June 2007 - Present
Analytical Synthesis, LLC. January 2005 - Present
AllianceBernstein January 2001 - December 2004
Sanford C. Bernstein 1993 - 2000
Sanford C. Bernstein 1985 - 1993
Skills
Quantitative Investing, Portfolio Optimization, Asset Allocation, Fixed Income Portfolio..., Risk Management, Uncertainty, Housing Finance, Alternative Investments, Hedge Funds, Asset Managment, Fixed Income, Mutual Funds, Asset Management, Options, Equities, Investment Management, Financial Services, Investment Strategies, Bloomberg, Finance, Derivatives
Education
Massachusetts Institute of Technology 1974 — 1979
B.S., Civil Engineering
Carmine DeVito's AllianceBernstein Experience March 2000 - Present
Job Vice President, Communications Implementation & Operations at AllianceBernstein
Industry Information Technology and Services
Experience
AllianceBernstein March 2000 - Present
Refined Sugars, Inc. 1991 - March 2000
American Sugar Refining 1997 - 2000
Pall Biomedical 1990 - 1991
Education
Manhattan College 1981 — 1986
MS, Chemincal Engineering
Carmel High School 1977 — 1981
AllianceBernstein March 2000 - Present
Refined Sugars, Inc. 1991 - March 2000
American Sugar Refining 1997 - 2000
Pall Biomedical 1990 - 1991
Education
Manhattan College 1981 — 1986
MS, Chemincal Engineering
Carmel High School 1977 — 1981
Heather Franz's AllianceBernstein Experience December 2003 - September 2005
Job Design & Construction Senior Project Manager
Industry Financial Services
Experience
AXA Equitable September 2005 - Present
AllianceBernstein December 2003 - September 2005
The MONY Group July 2000 - December 2003
Morris Office Environment May 1998 - July 2000
Skills
Facilities Management, Management, Budgets, Space planning, Contract Negotiation, Purchasing, Furniture, Space Planning, Construction, Interior Design
Education
Kent State University 1993 — 1998
BA, Interior Design
AXA Equitable September 2005 - Present
AllianceBernstein December 2003 - September 2005
The MONY Group July 2000 - December 2003
Morris Office Environment May 1998 - July 2000
Skills
Facilities Management, Management, Budgets, Space planning, Contract Negotiation, Purchasing, Furniture, Space Planning, Construction, Interior Design
Education
Kent State University 1993 — 1998
BA, Interior Design
Kanako Kato's AllianceBernstein Experience December 2003 - December 2006
Job Finance
Industry Investment Management
Experience
Sumitomo Mitsui Banking Corporation February 2011 - July 2011
AllianceBernstein December 2003 - December 2006
Sumitomo Mitsui Asset Management Co., Ltd. April 2001 - December 2003
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Fixed Income, Microsoft Excel, Valuation, Microsoft Office
Education
NYU 2012 — 2013
Certificate, Portfolio Management
London Metropolitan University 2007 — 2008
Deploma, Business, Management, Marketing, and Related Support Services
Kobe University 1997 — 2001
Bachelor's degree, Economics
Sumitomo Mitsui Banking Corporation February 2011 - July 2011
AllianceBernstein December 2003 - December 2006
Sumitomo Mitsui Asset Management Co., Ltd. April 2001 - December 2003
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Fixed Income, Microsoft Excel, Valuation, Microsoft Office
Education
NYU 2012 — 2013
Certificate, Portfolio Management
London Metropolitan University 2007 — 2008
Deploma, Business, Management, Marketing, and Related Support Services
Kobe University 1997 — 2001
Bachelor's degree, Economics
Mark Gleason Jr, CFA's AllianceBernstein Experience March 2014 - Present
Job Product Analyst – MultiAsset at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein March 2014 - Present
Alliance Bernstein L.P May 2009 - March 2014
Loyola College in Maryland February 2005 - May 2008
Skills
Series 7, Series 63, Investments, Mutual Funds, Fixed Income, Asset Allocation, Equities, Asset Management, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Wealth Management, Financial Services, Retirement Planning, ETFs
Education
Loyola College in Maryland 2004 — 2008
BBA, Business Economics
AllianceBernstein March 2014 - Present
Alliance Bernstein L.P May 2009 - March 2014
Loyola College in Maryland February 2005 - May 2008
Skills
Series 7, Series 63, Investments, Mutual Funds, Fixed Income, Asset Allocation, Equities, Asset Management, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Wealth Management, Financial Services, Retirement Planning, ETFs
Education
Loyola College in Maryland 2004 — 2008
BBA, Business Economics
Richard Briganti's AllianceBernstein Experience February 2007 - September 2008
Job EMR Application Development Manager at Attain Fertility a division of Integramed America Inc.
Industry Computer Software
Experience
Sigmund Software August 2009 - April 2012
AllianceBernstein February 2007 - September 2008
AllianceBernstein July 2000 - February 2007
Zumbach Electronics Corp. August 1990 - July 1998
Southern Westchester BOCES January 1997 - December 1997
Grumman Aerospace August 1985 - August 1990
Skills
Databases, Business Analysis, C#, Microsoft SQL Server, SQL, SDLC, Testing, Visual Basic, Agile Methodologies, Data Warehousing, Enterprise Software, Oracle, Project Management, Quality Assurance, Software Development
Education
Fairfield University 2009 — 2011
Web Development Certificate, Web Development in XHTML, C#, ASP.NET, 4.0
NY Institute of Finance 2001 — 2001
Series 7 Certification
Pace University 1997 — 1997
Database Management Systems
Manhattan College
M.S., Computer Engineering
Manhattan College
B.E, Electrical Engineering
Sigmund Software August 2009 - April 2012
AllianceBernstein February 2007 - September 2008
AllianceBernstein July 2000 - February 2007
Zumbach Electronics Corp. August 1990 - July 1998
Southern Westchester BOCES January 1997 - December 1997
Grumman Aerospace August 1985 - August 1990
Skills
Databases, Business Analysis, C#, Microsoft SQL Server, SQL, SDLC, Testing, Visual Basic, Agile Methodologies, Data Warehousing, Enterprise Software, Oracle, Project Management, Quality Assurance, Software Development
Education
Fairfield University 2009 — 2011
Web Development Certificate, Web Development in XHTML, C#, ASP.NET, 4.0
NY Institute of Finance 2001 — 2001
Series 7 Certification
Pace University 1997 — 1997
Database Management Systems
Manhattan College
M.S., Computer Engineering
Manhattan College
B.E, Electrical Engineering
Bobbi Lynn Roberts's AllianceBernstein Experience February 2011 - Present
Job Vice President, Financial Reporting at AllianceBernstein LP
Industry Investment Management
Experience
AllianceBernstein February 2011 - Present
AllianceBernstein February 2008 - February 2011
AllianceBernstein September 2005 - February 2008
Regeneron Pharmaceuticals August 2002 - September 2005
IBM June 2001 - August 2002
Skills
Financial Analysis, Financial Accounting, Internal Controls, Financial Reporting, SOX 404, Accounting, Sarbanes-Oxley Act
Education
King's College 1997 — 2001
Bachelor of Science (B.S.), Accounting
AllianceBernstein February 2011 - Present
AllianceBernstein February 2008 - February 2011
AllianceBernstein September 2005 - February 2008
Regeneron Pharmaceuticals August 2002 - September 2005
IBM June 2001 - August 2002
Skills
Financial Analysis, Financial Accounting, Internal Controls, Financial Reporting, SOX 404, Accounting, Sarbanes-Oxley Act
Education
King's College 1997 — 2001
Bachelor of Science (B.S.), Accounting
Dianne Tocyloski's AllianceBernstein Experience 1995 - 2001
Job Sr. Client Relationship Manager at Transamerica Retirement Services
Industry Financial Services
Experience
Transamerica Retirement Services May 2004 - Present
AllianceBernstein 1995 - 2001
Skills
401k, Defined Benefit, Retirement Plan..., ERISA
Education
Kean University 2001 — 2004
MA, Organizational Psychology
The College of New Jersey 1990 — 1994
BA, Psychology
Transamerica Retirement Services May 2004 - Present
AllianceBernstein 1995 - 2001
Skills
401k, Defined Benefit, Retirement Plan..., ERISA
Education
Kean University 2001 — 2004
MA, Organizational Psychology
The College of New Jersey 1990 — 1994
BA, Psychology
Eric Panchenko's AllianceBernstein Experience April 2011 - Present
Job Programmer
Industry Computer Software
Experience
AllianceBernstein April 2011 - Present
Education
Lafayette College 1998 — 2002
Bachelor of Science (B.S.), Computer Science
AllianceBernstein April 2011 - Present
Education
Lafayette College 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Meghan Bergman's AllianceBernstein Experience May 2008 - January 2010
Job Accounting Analyst at The Metropolitan Museum of Art
Industry Financial Services
Experience
The Metropolitan Museum of Art September 2010 - Present
AllianceBernstein May 2008 - January 2010
Diversified Investment Advisors 2008 - 2008
Merrill Lynch May 2007 - August 2007
IVI International 2005 - 2007
Skills
Accounting, Fund Accounting, Finance, Financial Analysis, Financial Reporting, Financial Statements, Asset Management, Account Reconciliation, Cash Management, Employee Training, Financial Accounting, Equities, Microsoft Excel, General Ledger, Endowments, Bloomberg, Due Diligence, Corporate Finance, Auditing, Lawson General Ledger, Peachtree, Acquisitions, Microsoft Office, WebEx, Workday, QuickBooks
Education
Manhattanville College 2004 — 2008
BA, Finance
The Metropolitan Museum of Art September 2010 - Present
AllianceBernstein May 2008 - January 2010
Diversified Investment Advisors 2008 - 2008
Merrill Lynch May 2007 - August 2007
IVI International 2005 - 2007
Skills
Accounting, Fund Accounting, Finance, Financial Analysis, Financial Reporting, Financial Statements, Asset Management, Account Reconciliation, Cash Management, Employee Training, Financial Accounting, Equities, Microsoft Excel, General Ledger, Endowments, Bloomberg, Due Diligence, Corporate Finance, Auditing, Lawson General Ledger, Peachtree, Acquisitions, Microsoft Office, WebEx, Workday, QuickBooks
Education
Manhattanville College 2004 — 2008
BA, Finance
Neutel M. Pastilha's AllianceBernstein Experience 1998 - 2008
Job HR Professional (Project Manager/Business Analyst/Client Relationship Manager)
Industry Financial Services
Experience
Barclays June 2011 - Present
Barclays Capital October 2009 - May 2011
AllianceBernstein 1998 - 2008
Neu Revelations, Inc 1993 - 1998
Ceridian 1990 - 1993
Kraft General Foods 1986 - 1989
Skills
Business Analysis, Deferred Compensation, Employee Benefits, Process Improvement, Talent Management, Metrics, SharePoint, Mergers, Sourcing, HRIS, Organizational..., Employee Relations, Stakeholder Management, Training, Benefits Administration, Human Resources, Risk Management, Employee Engagement, Management, SDLC, Strategic Planning, Succession Planning, SAP HR, Program Management, HR Consulting, PeopleSoft, Organizational..., Equities, Visio, Project Management, Team Building, HR Policies, Performance Management, Onboarding, Budgets, Relationship Management, Organizational Design, Contract Recruitment, Personnel Management, Business Process..., Payroll, Workforce Planning, Change Management, Talent Acquisition, Vendor Management, Employee Training, Technical Recruiting, Executive Search, Recruiting, Financial Services
Education
Manhattan College 1982 — 1986
BS, Business Administration
Barclays June 2011 - Present
Barclays Capital October 2009 - May 2011
AllianceBernstein 1998 - 2008
Neu Revelations, Inc 1993 - 1998
Ceridian 1990 - 1993
Kraft General Foods 1986 - 1989
Skills
Business Analysis, Deferred Compensation, Employee Benefits, Process Improvement, Talent Management, Metrics, SharePoint, Mergers, Sourcing, HRIS, Organizational..., Employee Relations, Stakeholder Management, Training, Benefits Administration, Human Resources, Risk Management, Employee Engagement, Management, SDLC, Strategic Planning, Succession Planning, SAP HR, Program Management, HR Consulting, PeopleSoft, Organizational..., Equities, Visio, Project Management, Team Building, HR Policies, Performance Management, Onboarding, Budgets, Relationship Management, Organizational Design, Contract Recruitment, Personnel Management, Business Process..., Payroll, Workforce Planning, Change Management, Talent Acquisition, Vendor Management, Employee Training, Technical Recruiting, Executive Search, Recruiting, Financial Services
Education
Manhattan College 1982 — 1986
BS, Business Administration
Raymond Bellaran's AllianceBernstein Experience 2004 - Present
Job Sr. Oracle Database Developer/Technical Architect
Industry Financial Services
Experience
AllianceBernstein 2004 - Present
Marciano Systems, Inc. January 1996 - March 2005
Various Consulting Firms January 1989 - December 1995
Skills
Oracle, PL/SQL, Data Warehousing, Performance Tuning, Technical Architecture, ETL, SQL, Technical Project..., Mentoring, OCP 8i (Oracle..., Application Architecture, Databases, Business Analysis, SDLC, Requirements Analysis, Technical Analysis, Team Leadership, Analytics, Metadata Modeling
Education
Lehigh University
Bachelor’s Degree
AllianceBernstein 2004 - Present
Marciano Systems, Inc. January 1996 - March 2005
Various Consulting Firms January 1989 - December 1995
Skills
Oracle, PL/SQL, Data Warehousing, Performance Tuning, Technical Architecture, ETL, SQL, Technical Project..., Mentoring, OCP 8i (Oracle..., Application Architecture, Databases, Business Analysis, SDLC, Requirements Analysis, Technical Analysis, Team Leadership, Analytics, Metadata Modeling
Education
Lehigh University
Bachelor’s Degree
William Kip Weese's AllianceBernstein Experience January 2004 - January 2005
Job Director Advisory Sales / Marketing at Ross Sinclaire & Associates LLC
Industry Financial Services
Experience
Ross Sinclaire & Associates LLC November 2013 - Present
Institutional Manager Resource LLC August 2011 - June 2014
Envestnet Asset Management 2005 - August 2011
AllianceBernstein January 2004 - January 2005
Natixis North America January 1999 - January 2004
Fidelity Investments January 1996 - January 2001
Skills
Asset Management, Series 7, ETFs, Securities, Asset Allocation, Financial Services, Asset Managment, Series 63, Mutual Funds, Wealth Management, Investments, Alternative Investments, Separately Managed..., FINRA, Asset Manager Consulting, RIA Platform Consulting, Investment Advisory, Hedge Funds, Portfolio Management, Equities, Investment Management, Project Coordination, New Business Development, Structured Products, Private Equity, Municipal Bonds, Investment Banking, Acquisitions, Mergers & Acquisitions
Education
University of Maine 1992 — 1994
BA English Edu
Le Moyne College 1991 — 1992
Ross Sinclaire & Associates LLC November 2013 - Present
Institutional Manager Resource LLC August 2011 - June 2014
Envestnet Asset Management 2005 - August 2011
AllianceBernstein January 2004 - January 2005
Natixis North America January 1999 - January 2004
Fidelity Investments January 1996 - January 2001
Skills
Asset Management, Series 7, ETFs, Securities, Asset Allocation, Financial Services, Asset Managment, Series 63, Mutual Funds, Wealth Management, Investments, Alternative Investments, Separately Managed..., FINRA, Asset Manager Consulting, RIA Platform Consulting, Investment Advisory, Hedge Funds, Portfolio Management, Equities, Investment Management, Project Coordination, New Business Development, Structured Products, Private Equity, Municipal Bonds, Investment Banking, Acquisitions, Mergers & Acquisitions
Education
University of Maine 1992 — 1994
BA English Edu
Le Moyne College 1991 — 1992
Ryan O'Keefe's AllianceBernstein Experience December 2006 - December 2007
Job Financial Services
Industry Financial Services
Experience
Select Equity Group 2009 - Present
Goldman Sachs April 2008 - April 2009
AllianceBernstein December 2006 - December 2007
Skills
Fixed Income, Equities, Derivatives, Bloomberg, Excel, FX, Compliance, Risk Management, Financial Reporting, Word, Capital Markets, Financial Analysis, Credit, Hedge Funds, Process Improvement, Investments, Securities, Trading, Settlements, Microsoft Office, Asset Management, Reconciliation, Trading Systems, Microsoft Excel, Microsoft Word
Education
Manhattan College 2002 — 2006
BS, Finance, Economics
Select Equity Group 2009 - Present
Goldman Sachs April 2008 - April 2009
AllianceBernstein December 2006 - December 2007
Skills
Fixed Income, Equities, Derivatives, Bloomberg, Excel, FX, Compliance, Risk Management, Financial Reporting, Word, Capital Markets, Financial Analysis, Credit, Hedge Funds, Process Improvement, Investments, Securities, Trading, Settlements, Microsoft Office, Asset Management, Reconciliation, Trading Systems, Microsoft Excel, Microsoft Word
Education
Manhattan College 2002 — 2006
BS, Finance, Economics
Jessica House Steward's AllianceBernstein Experience January 2007 - August 2007
Job Consultant at Blue Beyond Consulting
Industry Management Consulting
Experience
Classical Soprano Artist June 1994 - Present
Blue Beyond Consulting April 2010 - November 2014
AllianceBernstein January 2007 - August 2007
Communispond June 2005 - January 2007
Skills
Leadership Development, Strategic Planning, Organizational..., Organizational..., Change Management, Public Speaking, Workshop Facilitation, Emotional Intelligence, Research, Team Building, Leadership, Strategy, Management Consulting, Program Management, Strategic Communications, Organizational Design, Employee Engagement, Entrepreneurship, Executive Development, Talent Management, Culture Change, Performance Improvement
Education
Manhattan School of Music 2002 — 2004
Master of Music/Post-Graduate Diploma, Voice/Opera Performance
Texas Tech University
Master of Music, Voice Performance
University of Illinois at Urbana-Champaign
Bachelor of Music, Voice Performance
Classical Soprano Artist June 1994 - Present
Blue Beyond Consulting April 2010 - November 2014
AllianceBernstein January 2007 - August 2007
Communispond June 2005 - January 2007
Skills
Leadership Development, Strategic Planning, Organizational..., Organizational..., Change Management, Public Speaking, Workshop Facilitation, Emotional Intelligence, Research, Team Building, Leadership, Strategy, Management Consulting, Program Management, Strategic Communications, Organizational Design, Employee Engagement, Entrepreneurship, Executive Development, Talent Management, Culture Change, Performance Improvement
Education
Manhattan School of Music 2002 — 2004
Master of Music/Post-Graduate Diploma, Voice/Opera Performance
Texas Tech University
Master of Music, Voice Performance
University of Illinois at Urbana-Champaign
Bachelor of Music, Voice Performance
Jeff Kurpiel's AllianceBernstein Experience 2012 - Present
Job Director of Tax at AllianceBernstein LP
Industry Investment Management
Experience
AllianceBernstein 2012 - Present
The Rohatyn Group 2010 - 2012
Citi 2009 - 2010
The TCW Group, Inc. (Trust Company of the West) 2007 - 2008
The TCW Group, Inc. (Trust Company of the West) 2000 - 2007
Richard Welling LLP 1998 - 2000
Skills
Private Equity, Hedge Funds, Investments, Equities, Investment Management, Tax, Fixed Income, Financial Services, Emerging Markets, Asset Management, International Tax, Accounting, Partnership Taxation, SEC filings, Alternative Investments, Derivatives, Transfer Pricing, Tax Compliance, Tax Law, Tax Accounting, Finance, Corporate Finance, Portfolio Management, International Law, Corporate Law, Mutual Funds, Fund Of Funds, Pension Funds, Managed Funds, Commodity Markets, Structured Finance
Education
Loyola Law School, Loyola Marymount University 1995 — 1998
Juris Doctor
Loyola Marymount University, College of Business Administration 1995 — 1998
MBA, Finance
Loyola Marymount University 1993 — 1995
BA, Economics, cum laude
Loyola Marymount University 1993 — 1995
BBA, Finance, cum laude
AllianceBernstein 2012 - Present
The Rohatyn Group 2010 - 2012
Citi 2009 - 2010
The TCW Group, Inc. (Trust Company of the West) 2007 - 2008
The TCW Group, Inc. (Trust Company of the West) 2000 - 2007
Richard Welling LLP 1998 - 2000
Skills
Private Equity, Hedge Funds, Investments, Equities, Investment Management, Tax, Fixed Income, Financial Services, Emerging Markets, Asset Management, International Tax, Accounting, Partnership Taxation, SEC filings, Alternative Investments, Derivatives, Transfer Pricing, Tax Compliance, Tax Law, Tax Accounting, Finance, Corporate Finance, Portfolio Management, International Law, Corporate Law, Mutual Funds, Fund Of Funds, Pension Funds, Managed Funds, Commodity Markets, Structured Finance
Education
Loyola Law School, Loyola Marymount University 1995 — 1998
Juris Doctor
Loyola Marymount University, College of Business Administration 1995 — 1998
MBA, Finance
Loyola Marymount University 1993 — 1995
BA, Economics, cum laude
Loyola Marymount University 1993 — 1995
BBA, Finance, cum laude
Cara Albrand, CFA's AllianceBernstein Experience October 1998 - January 2005
Job Senior Director Credit Analysis at ADP
Industry Financial Services
Experience
ADP August 2010 - Present
Aberdeen Asset Management August 2007 - January 2009
BlackRock October 2005 - August 2007
Brandywine Global February 2005 - September 2005
AllianceBernstein October 1998 - January 2005
SEI Investments 1997 - 1998
Skills
Fixed Income, Portfolio Management, Investments, Trading, Bonds, Investment Strategies, Credit, Project Management, Credit Analysis, Asset Management, Economics, Hedge Funds, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1997
BS, Finance
ADP August 2010 - Present
Aberdeen Asset Management August 2007 - January 2009
BlackRock October 2005 - August 2007
Brandywine Global February 2005 - September 2005
AllianceBernstein October 1998 - January 2005
SEI Investments 1997 - 1998
Skills
Fixed Income, Portfolio Management, Investments, Trading, Bonds, Investment Strategies, Credit, Project Management, Credit Analysis, Asset Management, Economics, Hedge Funds, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1997
BS, Finance
John Logsdon's AllianceBernstein Experience October 2013 - Present
Job Assistant Vice President Senior Writer
Industry Investment Management
Experience
AllianceBernstein October 2013 - Present
Mercer Investment Consulting November 2009 - November 2012
BNY Mellon 2007 - 2008
USI Holdings 2004 - 2006
The Hartford 1998 - 2002
Aetna 1994 - 1998
Skills
Investments, Mutual Funds, Portfolio Management, Sales, Management, Marketing, Analysis, Proposal Writing, Project Management, Customer Service, Strategic Planning, Finance, Marketing Strategy, New Business Development, Retirement Planning, Business Development, Equities, Relationship Management, Leadership
Education
Loyola University of Chicago
Bachelor of Science (BS), Business Administration and Management, General
AllianceBernstein October 2013 - Present
Mercer Investment Consulting November 2009 - November 2012
BNY Mellon 2007 - 2008
USI Holdings 2004 - 2006
The Hartford 1998 - 2002
Aetna 1994 - 1998
Skills
Investments, Mutual Funds, Portfolio Management, Sales, Management, Marketing, Analysis, Proposal Writing, Project Management, Customer Service, Strategic Planning, Finance, Marketing Strategy, New Business Development, Retirement Planning, Business Development, Equities, Relationship Management, Leadership
Education
Loyola University of Chicago
Bachelor of Science (BS), Business Administration and Management, General
Magdalena Niedzwiecka's AllianceBernstein Experience December 2008 - September 2009
Job RFI ASSOCIATE at ALLIANCE BERNSTEIN
Industry Financial Services
Experience
AllianceBernstein December 2008 - September 2009
AllianceBernstein May 2007 - November 2008
American Properties Corporation January 2007 - April 2007
The Omara Organization, Inc. June 2004 - December 2006
Education
New York University 2002 — 2004
MA, European Studies
Manhattanville College 1998 — 2002
BA, International Studies/English
AllianceBernstein December 2008 - September 2009
AllianceBernstein May 2007 - November 2008
American Properties Corporation January 2007 - April 2007
The Omara Organization, Inc. June 2004 - December 2006
Education
New York University 2002 — 2004
MA, European Studies
Manhattanville College 1998 — 2002
BA, International Studies/English
RadhaKishan Billa's AllianceBernstein Experience June 2006 - October 2009
Job Sr. Business Analayst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Barclays Capital December 2009 - February 2013
AllianceBernstein June 2006 - October 2009
Deutsche Bank November 2003 - June 2006
IT C.W.POST, Long Island University November 2001 - November 2003
Skills
SDLC, Business Analysis, Fixed Income, Data Modeling, PL/SQL, Risk Management, Software Project..., Requirements Analysis, SQL, Data Warehousing, User Acceptance Testing, Management, Trading Systems
Education
LIU Post 2003 — 2004
MBA, Finance, Marketing
LIU Brooklyn 2000 — 2002
MS, Computer Science
Madurai Kamaraj University 1996 — 2000
B.Tech, Computer Science
Morgan Stanley April 2013 - Present
Barclays Capital December 2009 - February 2013
AllianceBernstein June 2006 - October 2009
Deutsche Bank November 2003 - June 2006
IT C.W.POST, Long Island University November 2001 - November 2003
Skills
SDLC, Business Analysis, Fixed Income, Data Modeling, PL/SQL, Risk Management, Software Project..., Requirements Analysis, SQL, Data Warehousing, User Acceptance Testing, Management, Trading Systems
Education
LIU Post 2003 — 2004
MBA, Finance, Marketing
LIU Brooklyn 2000 — 2002
MS, Computer Science
Madurai Kamaraj University 1996 — 2000
B.Tech, Computer Science
Andre Morgan's AllianceBernstein Experience 1992 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase July 2012 - Present
Morgan Stanley September 2006 - January 2012
PFPC 2004 - 2006
AllianceBernstein 1992 - 2004
Skills
Accounting & Reporting, Risk & Investment..., Metrics, Securities, IRS & SEC Audits, Hedge Fund..., Global Operations, Compliance, Due Diligence, System Conversions, Policies & Procedures, Business Development, Hedge Funds, Fund Administration, Financial Reporting, Valuation, Investments, Fixed Income
Education
Long Island University
Master of Business Administration (MBA)
State University of New York College at Old Westbury
Bachelor's degree, Accounting
JPMorgan Chase July 2012 - Present
Morgan Stanley September 2006 - January 2012
PFPC 2004 - 2006
AllianceBernstein 1992 - 2004
Skills
Accounting & Reporting, Risk & Investment..., Metrics, Securities, IRS & SEC Audits, Hedge Fund..., Global Operations, Compliance, Due Diligence, System Conversions, Policies & Procedures, Business Development, Hedge Funds, Fund Administration, Financial Reporting, Valuation, Investments, Fixed Income
Education
Long Island University
Master of Business Administration (MBA)
State University of New York College at Old Westbury
Bachelor's degree, Accounting
Peter Cornax's AllianceBernstein Experience May 2001 - Present
Job Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2001 - Present
State Farm Insurance January 2000 - April 2001
Skills
Fixed Income, Equities, Bloomberg, Asset Managment, Alternative Investments, Series 7, Hedge Funds, Portfolio Management, Investment Strategies, Derivatives, Securities, Trading, Investments, Bonds, Credit Derivatives, Asset Management, Investment Management
Education
Marist College 1998 — 2000
Bachelor of Science, Business-Marketing
AllianceBernstein May 2001 - Present
State Farm Insurance January 2000 - April 2001
Skills
Fixed Income, Equities, Bloomberg, Asset Managment, Alternative Investments, Series 7, Hedge Funds, Portfolio Management, Investment Strategies, Derivatives, Securities, Trading, Investments, Bonds, Credit Derivatives, Asset Management, Investment Management
Education
Marist College 1998 — 2000
Bachelor of Science, Business-Marketing
Gary Lamsback's AllianceBernstein Experience July 2010 - January 2014
Job Director at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors January 2014 - Present
AllianceBernstein July 2010 - January 2014
AllianceBernstein July 2006 - July 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Series 66, ETFs
Education
Loyola University Maryland
B.A., Finance
Saint Joseph's Preparatory School
Emerging Global Advisors January 2014 - Present
AllianceBernstein July 2010 - January 2014
AllianceBernstein July 2006 - July 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Series 66, ETFs
Education
Loyola University Maryland
B.A., Finance
Saint Joseph's Preparatory School
Jessica Alvarez-Calderon's AllianceBernstein Experience August 2006 - June 2010
Job Executive Director, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2010 - Present
AllianceBernstein August 2006 - June 2010
Accenture 2002 - 2006
Education
Lafayette College 1997 — 2001
International Affairs & Economics/Business
J.P. Morgan Asset Management June 2010 - Present
AllianceBernstein August 2006 - June 2010
Accenture 2002 - 2006
Education
Lafayette College 1997 — 2001
International Affairs & Economics/Business
Eric Dove's AllianceBernstein Experience June 2010 - September 2010
Job iOS Technical Support at Apple
Industry Computer Software
Experience
Apple November 2013 - May 2014
Apple September 2013 - May 2014
Ministry of Education and Science, Republic of Georgia July 2011 - December 2011
AllianceBernstein June 2010 - September 2010
Starbucks June 2008 - December 2008
Bombay Company October 2006 - January 2008
YMCA of Greater San Antonio May 2007 - August 2007
Skills
Excel, PowerPoint, Spanish, Word, Customer Service, Financial Modeling, Typing, Accounting, Teamwork, Financial Analysis, Microsoft Office, Customer Relations, Problem Solving, Financial Reporting, Forecasting, Spreadsheets, Microsoft Excel, Management, Critical Thinking, Access, Microsoft Word
Education
The University of Texas at San Antonio 2004 — 2010
Bachelor of Business Administration, Finance, 3.7
The University of Texas at San Antonio 2004 — 2010
Bachelor of Business Administration, International Business, 3.7
Lund University
Master of Science (MSc), Finance
Apple November 2013 - May 2014
Apple September 2013 - May 2014
Ministry of Education and Science, Republic of Georgia July 2011 - December 2011
AllianceBernstein June 2010 - September 2010
Starbucks June 2008 - December 2008
Bombay Company October 2006 - January 2008
YMCA of Greater San Antonio May 2007 - August 2007
Skills
Excel, PowerPoint, Spanish, Word, Customer Service, Financial Modeling, Typing, Accounting, Teamwork, Financial Analysis, Microsoft Office, Customer Relations, Problem Solving, Financial Reporting, Forecasting, Spreadsheets, Microsoft Excel, Management, Critical Thinking, Access, Microsoft Word
Education
The University of Texas at San Antonio 2004 — 2010
Bachelor of Business Administration, Finance, 3.7
The University of Texas at San Antonio 2004 — 2010
Bachelor of Business Administration, International Business, 3.7
Lund University
Master of Science (MSc), Finance
Alison Goss's AllianceBernstein Experience March 2010 - August 2010
Job at Pearson Partners, Inc.
Industry Investment Management
Experience
Pearson Partners, Inc. November 2010 - June 2012
AllianceBernstein March 2010 - August 2010
Skills
Investments, Asset Management, Financial Analysis
Education
Marymount Manhattan College
Business Management, Finance and Investments
Pearson Partners, Inc. November 2010 - June 2012
AllianceBernstein March 2010 - August 2010
Skills
Investments, Asset Management, Financial Analysis
Education
Marymount Manhattan College
Business Management, Finance and Investments
Victoria Lukonin's AllianceBernstein Experience June 1999 - August 2002
Job
Industry Financial Services
Experience
Prudential Financial November 2004 - January 2008
Deutsche Asset Management August 2002 - October 2004
AllianceBernstein June 1999 - August 2002
Education
Thomas Edison State College 2007 — 2010
Bachelor of Science (B.S.), Business Administration, Human Resources/Org Management
Kingsborough Community College 1996 — 1999
A.A.S, Business Administration
.
Prudential Financial November 2004 - January 2008
Deutsche Asset Management August 2002 - October 2004
AllianceBernstein June 1999 - August 2002
Education
Thomas Edison State College 2007 — 2010
Bachelor of Science (B.S.), Business Administration, Human Resources/Org Management
Kingsborough Community College 1996 — 1999
A.A.S, Business Administration
.
Scott Toppi's AllianceBernstein Experience July 2009 - April 2012
Job Financial Services Advisory at PwC
Industry Financial Services
Experience
PwC April 2012 - Present
AllianceBernstein July 2009 - April 2012
Alliance Bernstein Asset Management June 2008 - July 2009
Jennison Associates July 2007 - August 2007
First Investors December 2006 - January 2007
Trans-Lux/Fair-Play, Inc. May 2006 - August 2006
Skills
Bloomberg, Equities, Fixed Income, Asset Managment, Asset Allocation, Portfolio Management, Series 7, Investments, Bloomberg Terminal, Mutual Funds, Financial Modeling, Hedge Funds, Alternative Investments, Financial Analysis, Trading
Education
Manhattan College 2004 — 2008
B.S, Finance, Computer Information Systems
PwC April 2012 - Present
AllianceBernstein July 2009 - April 2012
Alliance Bernstein Asset Management June 2008 - July 2009
Jennison Associates July 2007 - August 2007
First Investors December 2006 - January 2007
Trans-Lux/Fair-Play, Inc. May 2006 - August 2006
Skills
Bloomberg, Equities, Fixed Income, Asset Managment, Asset Allocation, Portfolio Management, Series 7, Investments, Bloomberg Terminal, Mutual Funds, Financial Modeling, Hedge Funds, Alternative Investments, Financial Analysis, Trading
Education
Manhattan College 2004 — 2008
B.S, Finance, Computer Information Systems
James Ross Jr.'s AllianceBernstein Experience February 2007 - April 2008
Job Project Manager at Ross & Associates Construction Services
Industry Construction
Experience
Ross & Associates Construction Services April 2008 - Present
AllianceBernstein February 2007 - April 2008
Ameriprise Financial Services, Inc. August 2006 - December 2006
Massey Knakal Realty Services September 2005 - March 2006
Skills
Construction, Construction Management, Contract Management, Contract Negotiation, Customer Service, Microsoft Excel, Microsoft Office, Project Management, Project Planning
Education
NYU 2008 — 2008
Manhattan College 2002 — 2006
Ross & Associates Construction Services April 2008 - Present
AllianceBernstein February 2007 - April 2008
Ameriprise Financial Services, Inc. August 2006 - December 2006
Massey Knakal Realty Services September 2005 - March 2006
Skills
Construction, Construction Management, Contract Management, Contract Negotiation, Customer Service, Microsoft Excel, Microsoft Office, Project Management, Project Planning
Education
NYU 2008 — 2008
Manhattan College 2002 — 2006
Timothy Timone's AllianceBernstein Experience May 2005 - November 2011
Job Vice President at CRT Capital Group
Industry Investment Management
Experience
CRT Capital Group September 2014 - Present
State Street Bank November 2011 - August 2014
AllianceBernstein May 2005 - November 2011
BNY Mellon September 2003 - May 2005
Skills
Alternative Investments, Asset Management, Capital Markets
Education
Marist College
Bachelor of Science (B.S.), Finance, General
CRT Capital Group September 2014 - Present
State Street Bank November 2011 - August 2014
AllianceBernstein May 2005 - November 2011
BNY Mellon September 2003 - May 2005
Skills
Alternative Investments, Asset Management, Capital Markets
Education
Marist College
Bachelor of Science (B.S.), Finance, General
Bo Chang's AllianceBernstein Experience August 2004 - October 2010
Job Musician
Industry Performing Arts
Experience
Independent Music Professional May 1997 - Present
Federal Reserve Bank of New York September 2012 - May 2013
Guggenheim Partners June 2011 - July 2012
AllianceBernstein August 2004 - October 2010
Education
The Juilliard School 1997 — 2000
MM, Voice
Manhattan School of Music 1994 — 1997
BM, Voice Performance
Independent Music Professional May 1997 - Present
Federal Reserve Bank of New York September 2012 - May 2013
Guggenheim Partners June 2011 - July 2012
AllianceBernstein August 2004 - October 2010
Education
The Juilliard School 1997 — 2000
MM, Voice
Manhattan School of Music 1994 — 1997
BM, Voice Performance
Kanako Kato's AllianceBernstein Experience December 2003 - December 2006
Job Investment Management
Industry Investment Management
Experience
Sumitomo Mitsui Banking Corporation February 2011 - July 2011
AllianceBernstein December 2003 - December 2006
Sumitomo Mitsui Asset Management Co., Ltd. April 2001 - December 2003
Education
NYU 2012 — 2013
Certificate, Portfolio Management
London Metropolitan University 2008 — 2009
Diploma, Business Administration and Management, General
Kobe University 1997 — 2001
Bachelor's degree, Economics
Sumitomo Mitsui Banking Corporation February 2011 - July 2011
AllianceBernstein December 2003 - December 2006
Sumitomo Mitsui Asset Management Co., Ltd. April 2001 - December 2003
Education
NYU 2012 — 2013
Certificate, Portfolio Management
London Metropolitan University 2008 — 2009
Diploma, Business Administration and Management, General
Kobe University 1997 — 2001
Bachelor's degree, Economics
Rick Cavalla's AllianceBernstein Experience September 2006 - Present
Job Software Developer at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein September 2006 - Present
eb2b Commerce / Enable Corp November 2004 - September 2006
Datek Online April 2001 - July 2003
Apprise Software July 1997 - April 2001
Skills
SQL, C#, Microsoft SQL Server, MySQL, Trading Systems, Progress 4GL, Java
Education
Lehigh University 1993 — 1997
B.S., Computer Engineering
AllianceBernstein September 2006 - Present
eb2b Commerce / Enable Corp November 2004 - September 2006
Datek Online April 2001 - July 2003
Apprise Software July 1997 - April 2001
Skills
SQL, C#, Microsoft SQL Server, MySQL, Trading Systems, Progress 4GL, Java
Education
Lehigh University 1993 — 1997
B.S., Computer Engineering
Peil Pennington's AllianceBernstein Experience October 2006 - June 2011
Job Credit Trading Assistant
Industry Investment Banking
Experience
Societe Generale US June 2011 - Present
AllianceBernstein October 2006 - June 2011
Education
Lafayette College 2002 — 2006
BA, Economics and Business
Societe Generale US June 2011 - Present
AllianceBernstein October 2006 - June 2011
Education
Lafayette College 2002 — 2006
BA, Economics and Business
Anne Cronin's AllianceBernstein Experience September 2005 - January 2013
Job Vice President, J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan January 2013 - January 2015
AllianceBernstein September 2005 - January 2013
Skills
Project Management, Business Development, Leadership, Strategic Planning, Client Services
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan January 2015 - Present
J.P. Morgan January 2013 - January 2015
AllianceBernstein September 2005 - January 2013
Skills
Project Management, Business Development, Leadership, Strategic Planning, Client Services
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
Jennifer Quinones's AllianceBernstein Experience February 2004 - Present
Job Operations Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein February 2004 - Present
Education
Manhattan College 1999 — 2003
Bachelor of Science (B.S.)
AllianceBernstein February 2004 - Present
Education
Manhattan College 1999 — 2003
Bachelor of Science (B.S.)
Armand Amritt's AllianceBernstein Experience November 2014 - Present
Job AllianceBernstein Regional Consultant
Industry Financial Services
Experience
AllianceBernstein November 2014 - Present
JP Morgan Chase Bank, N.A. November 2011 - November 2014
First Midwest Securities, Inc January 2010 - October 2011
Skills
Accounting, Investment Strategies, Microsoft Excel, Sales, Mutual Funds, Fixed Income, Equities, Territory Growth, Growth Strategies, Financial Analysis, Asset Management
Education
Long Island University, C.W. Post Campus 2006 — 2011
Bachelor's degree, International Business
AllianceBernstein November 2014 - Present
JP Morgan Chase Bank, N.A. November 2011 - November 2014
First Midwest Securities, Inc January 2010 - October 2011
Skills
Accounting, Investment Strategies, Microsoft Excel, Sales, Mutual Funds, Fixed Income, Equities, Territory Growth, Growth Strategies, Financial Analysis, Asset Management
Education
Long Island University, C.W. Post Campus 2006 — 2011
Bachelor's degree, International Business
Samuel Alofoje's AllianceBernstein Experience September 2004 - January 2012
Job Business Analyst, AVP Product Support & Control Mizuho Trust & Banking Co. NY
Industry Investment Banking
Experience
Mizuho Trust & Banking Co, NY 2013 - 2013
AllianceBernstein September 2004 - January 2012
State Street Corp. March 2001 - September 2004
Skills
Bloomberg, Equities, Hedge Funds, Fixed Income, Equity Research, Valuation, Alternative Investments, Financial Modeling, Capital Markets, Asset Management, Derivatives, Investment Banking, Investments, Portfolio Management, Private Equity
Education
Kean University 1996 — 2000
BS/ BA, Finance/Economics
Mizuho Trust & Banking Co, NY 2013 - 2013
AllianceBernstein September 2004 - January 2012
State Street Corp. March 2001 - September 2004
Skills
Bloomberg, Equities, Hedge Funds, Fixed Income, Equity Research, Valuation, Alternative Investments, Financial Modeling, Capital Markets, Asset Management, Derivatives, Investment Banking, Investments, Portfolio Management, Private Equity
Education
Kean University 1996 — 2000
BS/ BA, Finance/Economics
Corinne M. Hill's AllianceBernstein Experience 1991 - 2005
Job Director of Research
Industry Investment Management
Experience
Rogge Global Partners 2007 - November 2012
AllianceBernstein 1991 - 2005
Skills
Fixed Income, Portfolio Management, Bonds, Investments, Investment Strategies, Emerging Markets, Securities, Mutual Funds, Strategy, High Yield, Asset Managment
Education
New York University 1989 — 1991
Master of Business Administration (M.B.A.), Finance and International Business
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (BS), Major Accounting and minor Psychology
Rogge Global Partners 2007 - November 2012
AllianceBernstein 1991 - 2005
Skills
Fixed Income, Portfolio Management, Bonds, Investments, Investment Strategies, Emerging Markets, Securities, Mutual Funds, Strategy, High Yield, Asset Managment
Education
New York University 1989 — 1991
Master of Business Administration (M.B.A.), Finance and International Business
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (BS), Major Accounting and minor Psychology
Alan C Lui's AllianceBernstein Experience August 1986 - December 2002
Job Reconciliation/Fund Accounting
Industry Investment Management
Experience
Allianz Global Investors January 2003 - July 2013
AllianceBernstein August 1986 - December 2002
Skills
Equities, Fixed Income, Investments, Mutual Funds, Bloomberg, Securities
Education
Laguardia Community College
Associates of Science in Data processing, computer and accounting courses
Allianz Global Investors January 2003 - July 2013
AllianceBernstein August 1986 - December 2002
Skills
Equities, Fixed Income, Investments, Mutual Funds, Bloomberg, Securities
Education
Laguardia Community College
Associates of Science in Data processing, computer and accounting courses
Brian Cho's AllianceBernstein Experience 1993 - 2002
Job Portfolio Manager at Chiron Investment Management
Industry Research
Experience
Chiron Investment Management September 2015 - Present
Empirical Research Partners October 2002 - August 2015
AllianceBernstein 1993 - 2002
Skills
Equity Research, Equities, Hedge Funds, Bloomberg, Quantitative Research, Portfolio Optimization, Fixed Income, Asset Management, Alternative Investments, Capital Markets, Financial Modeling, Investment Management, Quantitative Analytics, Valuation, Portfolio Management
Education
MIT 1986 — 1990
bachelor's of science, Aerospace, Aeronautical and Astronautical/Space Engineering
Chiron Investment Management September 2015 - Present
Empirical Research Partners October 2002 - August 2015
AllianceBernstein 1993 - 2002
Skills
Equity Research, Equities, Hedge Funds, Bloomberg, Quantitative Research, Portfolio Optimization, Fixed Income, Asset Management, Alternative Investments, Capital Markets, Financial Modeling, Investment Management, Quantitative Analytics, Valuation, Portfolio Management
Education
MIT 1986 — 1990
bachelor's of science, Aerospace, Aeronautical and Astronautical/Space Engineering
Julie Oetting's AllianceBernstein Experience May 1998 - August 2000
Job Special Education Teacher at Northside ISD
Industry Education Management
Experience
Northside ISD August 2000 - Present
AllianceBernstein May 1998 - August 2000
US Navy November 1988 - May 1993
Education
Southern Illinois University, Carbondale 1992 — 1994
Bachelor of Science (BS), Aviation/Airway Management and Operations
Lamar University
Master's degree, Educational Leadership and Administration, General
Northside ISD August 2000 - Present
AllianceBernstein May 1998 - August 2000
US Navy November 1988 - May 1993
Education
Southern Illinois University, Carbondale 1992 — 1994
Bachelor of Science (BS), Aviation/Airway Management and Operations
Lamar University
Master's degree, Educational Leadership and Administration, General
Ryan Federico's AllianceBernstein Experience April 2007 - December 2009
Job Broker Transition Associate at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional September 2014 - Present
BlackRock July 2012 - September 2014
BlackRock January 2010 - July 2012
AllianceBernstein April 2007 - December 2009
UPS August 2005 - April 2007
Skills
Series 7, Series 63, Series 65, Microsoft Excel, Portfolio Management, ETFs, Mutual Funds, Asset Management, RIA, Accounting, Management
Education
Marywood University 2001 — 2004
Bachelor's degree, Accounting
Western Wayne High School 1996 — 2000
TD Ameritrade Institutional September 2014 - Present
BlackRock July 2012 - September 2014
BlackRock January 2010 - July 2012
AllianceBernstein April 2007 - December 2009
UPS August 2005 - April 2007
Skills
Series 7, Series 63, Series 65, Microsoft Excel, Portfolio Management, ETFs, Mutual Funds, Asset Management, RIA, Accounting, Management
Education
Marywood University 2001 — 2004
Bachelor's degree, Accounting
Western Wayne High School 1996 — 2000
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management