Alternative Investment Solutions
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Alternative Investment Solutions Employees
SS&C GlobeOp May 2013 - Present
GlobeOp Financial Services September 2011 - May 2013
Alternative Investment Solutions June 2007 - September 2011
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Bloomberg Terminal, Valuation, Securities, Fund Administration, Hedge Accounting, Bonds
Education
Fairleigh Dickinson University 2008 — 2011
Master's degree, Accounting
Fairleigh Dickinson University 2003 — 2007
Bachelor's, Finance
RBC Capital Markets August 2015 - Present
RBC Capital Markets August 2015 - Present
Sia Partners September 2014 - August 2015
Resources Global Professionals December 2010 - September 2014
Consulting July 2013 - September 2013
AIG CONSUMER FINANCE GROUP, INC July 2008 - April 2010
ALTERNATIVE INVESTMENT SOLUTIONS October 2007 - May 2008
RSM McGladrey, Inc January 2006 - September 2007
LORING WARD GROUP, INC August 2005 - January 2006
THE PALLADIN GROUP February 1999 - August 2005
Skills
Financial Reporting, Internal Controls, Auditing, Accounting, Finance, Internal Audit, Due Diligence, Account Reconciliation, General Ledger, US GAAP, GAAP, SEC filings, Process Improvement, Analysis, IFRS, Financial Accounting, Financial Statements, Strategic Financial..., Tax, Hedge Funds, Forecasting, Financial Modeling, Risk Management, Sarbanes-Oxley Act, Financial Risk, Variance Analysis, Consolidation, Financial Services, SEC Filings
Education
City University of New York-Baruch College - Zicklin School of Business 1990 — 1997
BS, Accountancy
Pace University - Lubin School of Business 1986 — 1990
Zenefits April 2015 - Present
California Nurses Association December 2013 - April 2015
Australian Services Union December 2012 - April 2013
Australasian Society for Ultrasound in Medicine July 2012 - September 2012
Alternative Investment Solutions September 2010 - April 2012
US Census Bureau April 2010 - June 2010
Dr. William E. Goldberg, M.D., P.C. June 2009 - September 2009
Skills
Administration, Human Resources, Nonprofits, ADP HRB, ADP Payroll, Temporary Staffing, Microsoft Office, Photoshop, Google Apps, SharePoint, Asana, Dropbox, Adobe Acrobat, California Labor Law, International Travel, Travel Itineraries, Technical Support, Digital Photography, Adobe Photoshop, Online Money Wiring, ERS, EMRs, Public Speaking, Video Conferencing, Teleconferencing, Biological Anthropology, Childcare, Meditation Instruction, Reiki, Scuba Diving, Party Planning, Painting, Makeup Artistry, Singing, Guitar, CPR/AED
Education
Boston University 2008 — 2009
Bachelor of Arts (B.A.), Biological Anthropology
Technische Universität Dresden 2007 — 2007
Biomedical Engineering
Boston University 2005 — 2007
Biomedical Engineering
Franklin Templeton Investments June 2014 - Present
Advantage Rent A Car July 2013 - June 2014
Alternative Investment Solutions September 2010 - July 2013
Florida Atlantic University January 2007 - December 2008
Skills
Financial Modeling, Investment Banking, Hedge Funds, Investments, Valuation, Fixed Income, Corporate Finance, Equities, Financial Analysis, Business Valuation, Bloomberg Terminal, DCF Valuation, Hedge Accounting, Security Operations, Visual Basic, Macro, Middle Office, Structured Finance, Bloomberg, Derivatives, CDO, Account Reconciliation, Settlement, Prime Brokerage, DCF, Alternative Investments, CDS, Corporate Actions
Education
Florida Atlantic University
Master, Accounting
Florida Atlantic University
Bachelor of Business Administration, Economics and Finance
Islamia English School
Offerpop March 2014 - Present
Amplify Education July 2012 - Present
Amplify Education June 2011 - July 2012
CarryQuote Inc September 2009 - June 2011
Frontier Financial Advisors August 2008 - August 2009
Alternative Investment Solutions April 2007 - August 2008
SAP May 2006 - August 2006
UNIDO May 2005 - August 2005
Skills
Product Management, Competitive Analysis, Product Development, Marketing, Business Analysis, SaaS, Strategy, Start-ups, Portfolio Management, Strategic Partnerships, Communication, Management, Project Planning, Program Management, Vendor Management, Alcoholic Beverages, Enterprise Software, Analytics, Happy Hour, Fine Dining
Education
Col. Fairleigh. S. Dickinson Scholar, Fairleigh Dickinson University
BS, Finance, Economics & Electrical Engineering Technology
Fairleigh Dickinson University
BS, Engineering, Finance
Sardar Patel Vidyalaya
Silberman College of Business, Fairleigh Dickinson University
Bachelors of Science, Finance
US Banccorp February 2015 - Present
US Banccorp January 2013 - February 2015
Alternative Investment Solutions April 2011 - December 2012
Skills
Equities, Derivatives, Financial Analysis, Fixed Income, Investments, Valuation, Financial Markets, Microsoft Excel
Education
Rutgers University 2006 — 2010
Bachelor of Science (BS), Finance, General
New Legacy Group June 2014 - Present
Bergen Asset Management, LLC December 2012 - June 2014
Alternative Investment Solutions June 2011 - December 2012
Towers Watson May 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, Financial Analysis, Strategic Financial..., Securities, Fixed Income, Risk Management, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Word, Access, Strategic Planning, Analysis, Outlook, Customer Service, Marketing, Research
Education
2011 Loyola University Maryland 2007 — 2011
Bachelor; a Bachelor of Arts, Science Mathematical Science; Actuarial Science; Economics
Loyola University Maryland 2007 — 2011
Bachelor of Science & Bachelor of Arts, Mathematical Science, Economics
Prosiris Capital Management 2012 - Present
Alternative Investment Solutions December 2007 - August 2012
MET Life Securities May 2006 - December 2007
Education
Montclair State University 2004 — 2006
BS, Economics/ Finance
Lycée Al Khansaa 1995 — 1999
baccaleaureat, Accounting/ Economics
NYU Langone Medical Center March 2015 - Present
Hammerman & Gainer Inc. August 2013 - March 2015
Bloomberg LP May 2009 - June 2013
Middlesex Management December 2006 - January 2008
Alternative Investment Solutions November 2005 - October 2006
BISYS-RK Alternative Investment Services, Inc. April 2004 - April 2005
Derivative Portfolio Management L.L.C December 2001 - April 2004
Skills
Analysis, Data Analysis, Business Analysis, Microsoft Office, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Finance, SharePoint, Bloomberg, Access, Microsoft SQL Server, Risk Management, Account Reconciliation, MS Excel Pivot Tables, Bloomberg Terminal, Office 365, Yardi Voyager, Macro, Vlookup, VBA, Pivot Tables, Commodity, Reporting, Portfolio Management, Siroms, PeopleSoft
Education
DeVry University 2008 — 2016
Bachelor of Business Administration (BBA), Finance, General
Cittone Institute 1997 — 2000
Associate's degree, Computer Programming/Programmer, General
Alternative Investment Solutions January 2011 - Present
State Street May 2010 - January 2011
State Street December 2007 - May 2010
Skills
Hedge Funds, Mutual Funds, Securities, Bloomberg, Financial Analysis, Equities, Fixed Income, Investments, Alternative Investments, Fund Administration, Bonds, Asset Management, Asset Allocation, Derivatives
Education
James Madison University 2003 — 2007
BS, Public Administration
Alternative Investment Solutions December 2009 - Present
Four Springs Capital LLC April 2011 - December 2013
Trimeteor Oil & Gas February 2013 - October 2013
BFS Financial, Inc. October 2009 - March 2011
Wells Fargo Advisors, LLC February 2008 - August 2009
Morgan Keegan 2005 - 2008
AmSouth Investments 2005 - 2007
Triad Advisors/Lowther & Co. Inc. 1999 - 2005
Morgan Stanley Smith Barney 1998 - 1999
Prudential Securities 1994 - 1998
Skills
Financial Planning, Financial Advisory, Portfolio Management, Alternative Investments, Asset Allocation, Retirement Planning, Real Estate, Investments, Series 63, Asset Managment, Insurance, Mutual Funds, Series 7, Securities, Investment Advisory, Wealth Management, Asset Management, Strategic Financial..., Valuation, Fixed Annuities, Leases, Finance, Investment Strategies, 401k
Education
University of Kentucky 1979 — 1983
BA, Finance and Journalism (dual degrees)
Nashua High School 1974 — 1978
High School Diploma, College Prep
Millbrook Capital Management June 2012 - Present
Vegasoul LLC March 2011 - March 2012
Eric Dinallo for NY Attorney General January 2010 - September 2010
AI International May 2007 - July 2009
Alternative Investment Solutions September 2004 - May 2007
GlobeOp Financial Services April 2003 - August 2004
Skills
Hedge Funds, Derivatives, Bloomberg, Alternative Investments, Equities
Education
Fordham Gabelli School of Business 2010 — 2012
MBA, Professional Accounting
University of Delaware 1995 — 1999
B.A, Criminology
Livingston High School
Resources Global Professionals February 2014 - Present
Madison Consulting Group August 2011 - January 2014
Jorge L. Piney March 2009 - August 2011
Alternative Investment Solutions January 2008 - March 2009
AIG July 2006 - December 2007
Real Estate Financial Solutions, LLC March 2005 - July 2006
Deutsche Bank October 1999 - October 2004
Alliance Capital Management January 1998 - October 1999
Public Accounting June 1993 - May 1998
Skills
Hedge Funds, Equities, Financial Analysis, Fixed Income, Private Equity, Asset Managment, Valuation, Financial Services, Financial Reporting, Account Reconciliation, Wealth Management, Fund Accounting, US GAAP, Tax, Auditing, Sarbanes-Oxley Act, Mutual Funds, Fund Administration, Financial Statements, Bonds, Bloomberg, Accounting, Securities, Asset Management, Finance, Due Diligence
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2015
Masters, Taxation
Saint Peter's University 1993 — 2000
MBA/BS, MBA in Management/International Business; BS in Accountancy/Economics
NBHS
NLI International, Inc June 2013 - Present
Millennium Partners April 2009 - June 2013
Highbridge Capital Management August 2007 - November 2008
Alternative Investment Solutions September 2006 - August 2007
Education
The Ohio State University Fisher College of Business 2002 — 2004
BS, International Business
Wells Fargo May 2011 - Present
Alternative Investment Solutions November 2009 - August 2011
Citco August 2006 - December 2008
Ivy Asset Management July 2005 - July 2006
GlobeOp Financial Services November 2003 - June 2005
J&W Seligman November 2000 - November 2002
Dreyfus December 1997 - November 2000
Skills
Fund Accounting, Hedge Funds, Securities, Portfolio Management, Derivatives, Mutual Funds, Investments, Fixed Income, Finance, Accounting, Financial Analysis, Financial Reporting, Options, Asset Management, Bloomberg
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
U.S. Bank August 2014 - Present
U.S. Bank August 2014 - Present
U.S. Bank May 2012 - July 2014
Alternative Investment Solutions May 2012 - December 2012
Highbridge Capital Management August 2010 - January 2012
Ziff Brothers Investments June 2009 - March 2010
Professional Access March 2005 - June 2009
Sandelman Partners August 2007 - April 2009
Arnhold and S. Bleichroeder July 2006 - July 2007
Citibank March 2005 - July 2006
Skills
Hedge Funds, Agile Methodologies, SDLC, Java, Microsoft SQL Server, Equities, Fixed Income, SQL, Project Management, Asset Management, Requirements Analysis, Management
Education
Devi Ahilya Vishwavidyalaya 1999 — 2002
MCA, Master of Computer Applications
Devi Ahilya Vishwavidyalaya 1996 — 1999
BCA, Bachelor of Computer Applications
The Lawrence School,Lovedale 1988 — 1996
Pro-Pack, Inc. September 2015 - Present
REI April 2014 - Present
Rockit Solutions LLC August 2011 - June 2013
Alternative Investment Solutions March 2010 - December 2011
American International Group June 2008 - August 2008
American International Group June 2007 - August 2007
Education
Bryant University 2005 — 2009
Bachelor of Science, Finance
Mimi Blue Meatballs June 2015 - Present
White Lodging Services July 2014 - June 2015
Ganzo Ristorante August 2013 - April 2014
Nomura Securities April 2011 - August 2012
Alternative Investment Solutions April 2010 - February 2011
Soldier Capital August 2009 - March 2010
Skills
Wine & Spirits Industry, Food & Beverage, Hospitality Industry, Hospitality Management, Wine Tasting, Restaurant Management, Wineries, Grapevine, Restaurant Marketing, Winemaking, Hospitality, Hospitality Service, Financial Analysis, Finance, Banking, Risk Management, Portfolio Management, Accounting, Financial Modeling, Analysis, Leadership, Investments
Education
Florence University of the Arts - Apicius International School of Hospitality 2013 — 2014
Wine Studies & Enology, Viticulture and Enology
Quinnipiac University 2005 — 2009
Bachelor of Science (B.S.), Finance
Societe Generale Corporate and Investment Banking - SGCIB May 2015 - Present
Deutsche Bank May 2014 - April 2015
Jefferies & Company June 2011 - May 2014
Alternative Investment Solutions April 2008 - April 2011
Skills
Product Control, Fixed Income, Bloomberg, Hedge Funds, MBS, Derivatives, Capital Markets, Financial Analysis, Valuation
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2007
BS, Finance
Alternative Investment Solutions January 2013 - Present
Worldwide Management Consultants, Inc. May 1996 - Present
Skills
Strategic Planning, Start-ups, Mergers, Product Development, Marketing Strategy, Business Development, Strategic Partnerships, Sales, Product Management, New Business Development, Marketing, Mergers & Acquisitions, International Sales, Management Consulting, Team Building, Strategy, Product Marketing, Budgets, Retail, Cross-functional Team..., Investments, Real Estate, Corporate Development, Selling, Funding, Competitive Analysis, Commodity, Investor Relations, Alternative Energy, Executive Management, Wind, International Business, Venture Capital, Private Equity, Due Diligence, Operations Management, Leadership, Small Business, Management, Finance, Emerging Markets, Joint Ventures, Risk Management, Negotiation, Business Strategy, Business Planning, Contract Negotiation, Entrepreneurship, Sales Management
Education
Embry-Riddle Aeronautical University 1974 — 1977
Aeronautics/Aviation/Aerospace Science and Technology, General
Bishop Loughlin M.H.S. 1970 — 1974
Jitan's Market November 2014 - Present
TubeMogul, Inc. March 2014 - November 2014
U.S. Bank October 2011 - March 2014
Alternative Investment Solutions May 2009 - October 2011
Skills
Account Management, Sales, Marketing, Market Research, New Business Development, Strategic Planning, Forecasting, Budgets, Customer Service, Account Reconciliation, Project Management, Problem Solving, Entrepreneurship, Client Relations, Leadership
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2011
Bachelor’s Degree, Finance
Alternative Investment Solutions May 2008 - Present
Commerce Bank July 2007 - August 2008
Certified Actuarial Services December 2006 - May 2007
Center for Integrative Rehabilitation March 2006 - August 2006
COPE Center, Inc June 2004 - July 2005
The Education Station December 2000 - June 2003
Education
Caldwell College 2003 — 2008
Bachelor of Arts (B.A.), Mathematics
Caldwell College
Master of Arts (M.A.), Education
New York Foundation for Senior Citizen December 2009 - February 2011
Alternative Investment Solutions February 2008 - September 2009
Education
Montclair State University 2009 — 2011
B.S., Finance
Alternative Investment Solutions October 2007 - Present
Skills
Hedge Funds, Fixed Income, Financial Analysis, Equities, Bloomberg, Derivatives, Investments
Education
Boston University 2003 — 2007
Bachelor of Arts (BA), Economics
Boston University 2003 — 2007
Bachelor of Arts (BA), Psychology
The Pingry School 1999 — 2003