Barclays Capital
Industry: Investment banking company
DescriptionBarclays Investment Bank is a British multinational investment bank under the auspices of Barclays headquartered in London. It provides advisory, financing and risk management services to large companies, institutions and government clients. Headquarters: London Revenue: 10.53 billion GBP (2016) Parent organization: Barclays Founded: 1997 Subsidiaries: Barclays Bank PLC, Research Division,
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Barclays Capital Employees
Loews Corporation June 2011 - Present
Barclays Capital August 2009 - April 2011
Fortress Investment Group June 2002 - January 2009
Skills
Alternative Investments, Capital Markets, Equities, Fixed Income, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Investment Banking, Investments, Bloomberg, Valuation, Trading, Bonds, Financial Modeling
Education
Duke University 1992 — 1996
Dual Bachelor's degrees in, Economics & Spanish
Google June 2015 - Present
Google August 2011 - Present
Deutsche Bank Securities 2008 - August 2011
Barclays Capital March 2006 - 2008
USS West Virginia 2002 - 2006
Skills
Business Strategy, Risk Management, New Business Development, Leadership, Valuation, Corporate Finance, Operations Management, Financial Analysis, Strategy, Process Improvement, Cross-functional Team..., Analysis, Process Engineering, Finance, Management, Business Development, Nuclear, Financial Modeling, Nuclear Energy, Consulting, User Experience, Program Management
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration
Naval Nuclear Power School 2002 — 2003
Nuclear Engineering
United States Naval Academy 1998 — 2002
Bachelor of Science, Economics
Christian Brothers Academy (CBA) 1993 — 1997
High School
Hudson Gate Partners January 2011 - Present
Barclays Capital September 2008 - August 2009
Lehman Brothers June 2004 - September 2008
Lehman Brothers June 2001 - May 2004
Heidrick & Struggles September 2000 - May 2001
Lehman Brothers August 1995 - June 1998
Skills
Recruiting, Capital Markets, Human Resources, Hedge Funds, Executive Search, Investment Banking, Performance Management, Talent Management, Private Equity
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
Duke University 1991 — 1995
BA, Economics, English
Phillips Exeter Academy 1988 — 1991
TD June 2014 - Present
TD February 2013 - Present
Barclays Capital June 2004 - March 2013
Deutsche Bank August 1998 - June 2004
Skills
Risk, Compliance, Policy, Program Management, Risk Management, Change Management, AML, E-learning, Negotiation, Contract Negotiation, Coaching, Team Building, Process Improvement, Governance, Team Management, Microsoft Office, Organizational..., Planning, Banking, Excel, Public Speaking, Consultancy, Account Management, Team Leadership, People Management, PowerPoint, Problem Solving, Leadership Development, Mentoring, Budgeting, New Business Development, Security, Management, Compliance Training, E-Learning, Financial Risk, Investment Banking, Training, USA PATRIOT Act, MiFID, OFAC, Operational Risk, Anti Money Laundering, Financial Services, Due Diligence, Derivatives, Project Management, Capital Markets, Equities, Leadership
Education
Inns of Courts School of Law (ICSL) 1997 — 1998
Diploma, Bar Vocational Course (BVC)
College of Law - York 1996 — 1997
Diploma, Common Professional Examination (CPE) - LAW
Durham University 1992 — 1996
BA (Hons), European Studies with French and German
Ingatestone Anglo European school 1982 — 1989
GE Ventures July 2014 - Present
Black Coral Capital June 2013 - August 2013
Rocky Mountain Institute May 2012 - July 2012
Nicholas Institute for Environmental Policy Solutions 2011 - May 2012
Barclays Capital September 2008 - May 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Skills
Series 7, Capital Markets, Bloomberg, Equities, Derivatives, Financial Analysis, Energy Modeling, Series 63, Series 55, Renewable Energy, Energy, Data Analysis, Due Diligence
Education
Duke University - Nicholas School of the Environment 2011 — 2014
Master of Environmental Management, Energy & Environment
Duke University - The Fuqua School of Business 2011 — 2014
MBA, Finance
University of Michigan 2004 — 2008
BBA, Finance, Mathematics
RMB Capital June 2014 - Present
Barclays Capital July 2009 - July 2011
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 2006 — 2009
Bachelor of Arts (B.A.), Economics
NYLIFE Securities LLC February 2014 - April 2015
New York Life Insurance Company November 2013 - April 2015
Self Employed March 2012 - October 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers July 1988 - September 2008
Bear Stearns August 1983 - July 1988
Skills
Financial Services, Risk Management, Retirement, Securities, Life Insurance, Investments, Derivatives, Options, Capital Markets, Alternative Investments, Bonds, Equities, Protection..., Annuity Sales, Asset Protection, Business Insurance..., Licensed Life Insurance..., Permanent Life Insurance, Supplements to Employee..., Customer Satisfaction, Life Insurance..., Grandchild Gifting, IRA Rollovers, Business Succession..., Key Person Insurance, Buy-sell Agreements, Lead Generation, Customer Service, Account Management, Business Development, Inventory Management, B2B, Financial Futures, Futures Trading, Portfolio Management, Fixed Income, Financial Markets, Financial Risk
Education
DePaul University 1995 — 2001
B.S, Finance
Sterling National Bank August 2015 - Present
Capital One May 2013 - Present
BlackRock December 2012 - May 2013
Barclays Capital August 2008 - December 2012
BNP Paribas February 2007 - July 2007
Lexington Insurance Company January 2006 - June 2006
Skills
Fixed Income, Prime Brokerage, Equities, Capital Markets, Options
Education
Northeastern University 2003 — 2008
Bachelor of Science (BS), International Business
Dublin City University 2006 — 2006
International Business
Peddie School August 2012 - Present
Princeton Junction, New Jersey 2012 - Present
Princeton Junction, NJ 2011 - Present
Barclays Capital 2008 - 2011
Princeton Academy of the Sacred Heart 2005 - 2011
Lehman Brothers 1995 - 2008
Skills
Risk Management, Sales Management, Program Trading, Electronic Trading, Equity Trading, Equity Derivatives, Mentoring, Recruitment/Retention, Middle East Relations &..., Leadership, Equities, Portfolio Management, Trading Systems, Options, Finance, Hedge Funds, Management, Capital Markets, Trading, Derivatives
Education
Duke University
Bachelor of Science (BS), Mechanical Engineering
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance
Rothy's March 2013 - Present
CABH Holdings, LLC March 2012 - Present
Infospace March 2010 - October 2011
GCA Savvian Advisors March 2004 - March 2010
Jefferies & Company August 2003 - March 2004
Genesis Capital, LLC October 2002 - August 2003
Robertson Stephens January 1998 - September 2002
Barclays Capital August 1996 - January 1998
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Corporate Finance, LBO, Mergers, Private Placements, M&A experience, Restructuring, Equities, Strategy, Due Diligence, Start-ups, Investments, Management, Valuation, Strategic Partnerships, Entrepreneurship, E-commerce
Education
Duke University 1988 — 1992
BA, Political Science and Government
Wake Forest University School of Law 1993 — 1996
Juris Doctor
TRADE THE TELLS January 2015 - Present
CentruryGroup Trading LLC February 2014 - Present
Optionshop April 2012 - November 2013
CenturyGroup Trading LLC August 2010 - March 2012
HTG Capital Partners, LLC March 2008 - April 2010
Nomura Securities 1996 - 2005
Barclays Capital 1990 - 1993
Skills
Proprietary Trading, Trading Systems, Derivatives, FX Options, Equity Trading, Equities, Hedge Funds, Equity Derivatives, Alternative Investments, Arbitrage, Hedging, Capital Markets, Portfolio Management, Investments, Securities, Bloomberg, Market Making, Series 7, Eurex, Swaps, Blogging, Market Commentary, Market Strategist, Market Analysis, Credit Derivatives, Market Data, Risk Management, Traders, Financial Markets, Series 63, ETFs, Trading Strategies, Technical Analysis, Investment Strategies, Options Strategies, Exotic Derivatives, Futures Trading, Market Risk, Asset Allocation, Fixed Income, Bonds, Asset Managment, Mutual Funds, Relative Value, Interest Rate..., CQG, Options, Trading, Electronic Trading, Commodity
Education
DePaul University 1980 — 1984
Bachelors, Finance
American Airlines May 2014 - June 2015
American Airlines January 2013 - April 2014
Deloitte August 2011 - December 2012
Barclays Capital June 2010 - August 2010
Sears Holdings Corporation May 2010 - June 2010
Fourth-Sector Financial Corporation January 2010 - May 2010
Capgemini January 2008 - June 2009
Amdocs 2005 - 2008
Skills
Financial Modeling, Executive Interviews, Requirements Analysis, Gap Analysis, Current State Assessment, Performance Benchmarking, Strategic Roadmaps, M&A execution, Strategy, Corporate Finance, Managerial Finance, Strategic Finance, Cross-functional Team..., Interviews, Forecasting, Business Planning, Outsourcing, Project Management, Finance, Valuation, Due Diligence
Education
London School of Economics and Political Science 2011 — 2011
International Management, Exchange Program
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Finance and Strategy
Ramrao Adik Institute of Technology (RAIT) - Mumbai University 2001 — 2005
Bachelor of Engineering, Computer Engineering, Distinction
HSBC April 2013 - Present
Rabobank December 2005 - April 2013
Barclays Capital May 2004 - December 2005
BNP Paribas February 1996 - May 2004
Skills
Commodity, Derivatives, Structured Finance, Trading, Banking, Capital Markets, Corporate Finance, Investment Banking, Trade Finance, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, Finance Concentration
Purdue University 1991 — 1995
Bachelor of Arts, Philosophy, French
Serpukhov Dairy Inc. April 2012 - June 2015
Barclays Capital September 2010 - October 2011
Morgan Stanley March 2004 - October 2010
Merrill Lynch June 1998 - March 2004
Merrill Lynch June 1998 - March 2004
Skills
Financial Reporting, Product Control, Derivatives, Valuation, Accounting, Finance, Equities, Corporate Finance, Financial Analysis, Investment Banking, IFRS, Due Diligence, Internal Controls, Business Analysis
Education
Duquesne University 1994 — 1998
Bachelor of Science, Accounting/Finance
Weldon Resources, LLC September 2011 - Present
Elevation LLC September 2010 - August 2011
Prudential Securities February 2010 - September 2010
Advantage Futures February 2005 - December 2009
Barclays Capital June 1988 - June 2003
Skills
Futures Trading, Executive Coaching, Management Consulting, Broker-Dealer, Hedge Funds, Mutual Funds, Fund Accounting, Managed Futures, Sales Management, Sales, Trading, Trading Systems, Trade Finance, Electronic Trading, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Derivatives Trading, Leadership Development, Operations Management, Business Development, Global Business..., Global Management, FINRA, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1978
MBA, Finance
Moss Adams Capital February 2012 - Present
CatchFree, Inc. August 2010 - January 2012
AMSOLAR Corp September 2009 - June 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers August 2002 - September 2008
The Geneva Companies January 1999 - July 2000
Compensation Resource Group December 1995 - December 1998
Ernst & Young August 1993 - November 1995
Skills
Debt, Corporate Finance, Investment Banking, Equities, Project Finance, Transportation, Renewable Energy, Finance, Investments, Mergers & Acquisitions, Analysis, Venture Capital, Financial Services, Accounting, Start-ups, Private Equity
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
University of Southern California 1989 — 1993
BS
T2 Growth Advisors 2015 - Present
Wirtz Beverage Group 2013 - 2015
Wirtz Beverage Group 2012 - 2013
McKinney Rogers 2010 - 2012
McKinney Rogers 2008 - 2010
J.P. Morgan (Bear Stearns) 2007 - 2008
Barclays Capital 2004 - 2007
US Army 2002 - 2006
US Army 1998 - 2002
Skills
Change Management, Capital Markets, Business Strategy, Strategic Planning, Management Consulting, Planning, Team Building, Operations Management, Business Transformation, Leadership Development, Strategy Development, Team Leadership, Analysis, Change Leadership, Cultural Transformation, Financial Analysis, Situation Analysis, program management, Program Management, International Project..., Product Strategy, Cost Reduction, Organizational Design, Sales Management, Cross-functional Team..., Strategy, Management, Risk Management, Project Planning, Leadership, Analytics, Project Management, Integration, Sales, Negotiation, CRM
Education
Duke University - The Fuqua School of Business 2005 — 2007
Master of Business Administration (MBA), Finance, General
University of Richmond 1994 — 1998
BSBA, Finance, Business Administration
Universität Klagenfurt 1996 — 1996
German
MJX Asset Management 2003 - Present
A New Beginning January 2007 - Present
Regis College June 2013 - Present
The Army War College Foundation, Inc. September 2015 - Present
Christ Church United Methodist Church January 2013 - February 2015
Barclays Capital 2001 - 2003
Citibank 1981 - 2001
Bankers Trust 1979 - 1981
Harris Bank 1976 - 1979
Skills
Asset Managment, Structured Products, Bonds, Bloomberg, Investments, CDO, Fixed Income, Loans, Alternative Investments, Capital Markets, Hedge Funds, Credit, Leveraged Finance, Equities
Education
DePaul University 1978 — 1980
MBA
Indiana University-Purdue University at Fort Wayne 1973 — 1976
BS
Elgin Community College 1972 — 1973
Cover-All Inc. November 2014 - Present
NTT DATA Americas April 2010 - Present
Goldman Sachs April 2010 - Present
Wipro Technologies May 2007 - April 2010
Barclays Capital November 2008 - February 2009
Lehman Brothers May 2007 - October 2008
DHL Global Mail December 2006 - May 2007
Infosys Technologies Ltd April 2003 - May 2007
DHL June 2003 - November 2006
Systems Plus 2002 - 2003
Skills
Core Java, Java Enterprise Edition, Spring, PL/SQL, Sybase, Apache, Oracle, DB2, Struts, Software Development, JUnit, Design Patterns, Linux, Unix Shell Scripting, Hibernate, JMS, Maven2, Subversion, JBoss Application Server, Eclipse
Education
Dharmsinh Desai Institute of Technology 1998 — 2002
Bachelor of Engineering (B.E.), Computer Science
Lazard Asset Management November 2013 - Present
Barclays January 2013 - November 2013
Barclays January 2011 - January 2013
Barclays Capital January 2010 - December 2010
French Government Teaching Assistantship October 2008 - May 2009
Skills
Data Analysis, Entrepreneurship, Portfolio Management, PowerPoint, Strategy, Market Research, Budgets, Bloomberg, Management, Sales, Credit, Banking
Education
Denison University 2004 — 2008
Bachelor of Arts, Economics, French
Hamilton-Wenham Regional High School 2000 — 2004
HS, Liberal Arts
SPHERE Technology Solutions June 2010 - Present
Independent Consulant December 2008 - May 2010
Barclays Capital September 2008 - November 2008
Lehman Brothers Holdings Inc. July 1996 - September 2008
Skills
Microsoft Exchange, IT Service Management, Security, Strategy, Storage, Vendor Management, Microsoft Technologies, SharePoint, Professional Services, ITIL, Servers, Messaging, Identity Management, Disaster Recovery, Enterprise Architecture, Infrastructure, Data Center, Active Directory
Education
Dover Business College 1995 — 1996
Computer and Network Tech
J.P. Morgan January 2014 - Present
JPMorgan Chase March 2013 - December 2013
Barclays Capital April 2012 - September 2012
Merrill Lynch March 2011 - October 2011
Morgan Stanley Smith Barney July 2010 - December 2010
UBS Investment Bank April 2008 - August 2009
Deutsche Bank January 2006 - October 2007
MortgageIT October 2004 - December 2005
Skills
Financial Services, Investment Banking, Capital Markets, Fixed Income, Banking, Business Process, Risk Management, Project Management, Due Diligence, Mortgage Lending, Business Development, PMO Development, Finance, Asset Management, Business Analysis, Asset Managment, Loans, PMO, Management, Mergers & Acquisitions, Leadership
Education
Dowling College 2004 — 2006
MBA, Corporate Banking & Financee
Pace University 1995 — 1999
BA, Political Science & International Marketing
Wells Fargo Advisors October 2013 - Present
PDA Laboratories August 2012 - Present
Fidelity Investments June 2010 - September 2013
Barclays Capital April 2009 - May 2010
Bank of America August 1993 - March 2009
Skills
Investments, Equity Trading, Risk Management, Equities, Financial Risk, Trading, Options, Electronic Trading, Securities, Capital Markets, Prime Brokerage, Portfolio Management, Brokerage, Finance, Asset Management, Hedge Funds, Bloomberg, Financial Markets, Retirement Planning, Fixed Income
Education
Drew University 1986 — 1989
BA, Economics and Finance
Barclays Capital June 2010 - Present
Deutsche Bank February 2007 - June 2010
Bear Stearns November 2004 - February 2007
Skills
Financial Analysis, Financial Modeling, Equities, Corporate Finance, Financial Reporting, Investment Banking, Derivatives, Bloomberg, Finance, Accounting, Capital Markets, Valuation, Banking, Financial Risk, Securities
Education
Saint John's University 2006 — 2009
Masters in Business Administration, Finance
Drexel University 2000 — 2004
Bachelor of Science, Accounting
Breezemont Holdings February 2013 - Present
Kelvingrove Capital May 2012 - May 2013
Nomura August 2010 - February 2012
Wachovia, A Wells Fargo Company June 2007 - July 2010
Barclays Capital January 2003 - May 2007
Morgan Stanley June 1994 - May 2001
Skills
CFA, Bloomberg, Bonds, capital markets, capital structure, convertible bonds, corporate finance, deal execution, deal structuring, debt, debt structuring, derivatives, due diligence, emerging markets, equities, equity capital markets, equity derivatives, equity valuation, financial markets, financial modeling, fixed income, investment banking, ipo, leveraged finance, options, origination, private equity, private placements, sell side, special situations, structuring, transaction, valuation, volatility, Capital Markets, Convertible Bonds
Education
Duke Fuqua School of Business 1996 — 1997
MBA
Duke University 1987 — 1991
BA, Economics
InterDealer Information Technologies, LLC January 2012 - Present
Bonds.com, Inc. February 2010 - December 2011
Barclays Capital September 2008 - July 2009
Lehman Brothers December 2005 - September 2008
Townsend Analytics July 2002 - December 2005
US OTC Markets LLC 2001 - 2002
Reuters 1991 - 2000
Skills
Equities, Electronic Trading, Fixed Income, Trading Systems, Derivatives
Education
University of Oxford
Graduate Degree, Philosophy, Politics, Economics
Denison University
Bachelor of Arts (BA), Economics
Ernst & Young LLP 2013 - Present
Houlihan Lokey 2008 - 2013
Morgan Stanley 2003 - 2008
Barclays Capital 1999 - 2003
Bankers Trust Co 1992 - 1999
Skills
Mergers & Acquisitions, Equities, Structured Products, Hedge Funds, Valuation, Financial Modeling, Business Valuation, Financial Analysis, Alternative Investments, Private Equity, Due Diligence, Derivatives, Fixed Income, Investment Banking, Corporate Finance, Capital Markets, M&A experience
Education
Duke University
MBA, Finance and Accounting
University of Delaware
Bachelor of Arts, Biology
Barclays Capital October 2006 - Present
JP Morgan January 2006 - September 2006
UBS Investment Bank October 2005 - December 2005
HCL Infosystems Ltd January 2003 - December 2004
Skills
Fixed Income, Valuation, Portfolio Management, Financial Modeling, Risk Management, Trading, Derivatives, Asset Managment, VBA, Investment Banking, Equities, Capital Markets, Financial Analysis, Interest Rate..., Financial Risk, CRM, Business Analysis, Banking, Team Management, Credit Derivatives, Bloomberg, Finance, Bonds, Strategy, Credit, Financial Markets, Structured Products, Market Risk, Options, Corporate Finance, Managerial Finance, CDS, Bloomberg Terminal, Management, Market Data, Investments, Equity Derivatives, Emerging Markets, Asset Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2006
MBA
Delhi University 1999 — 2003
BS
Labaton Sucharow LLP April 2012 - Present
Barclays Capital July 2009 - August 2009
United States Senate May 2009 - June 2009
Cohen, Milstein, Hausfeld & Toll August 2007 - August 2008
Skills
Corporate Law, International Law, Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Westlaw, Courts, Intellectual Property, Mediation, Class Actions
Education
Tulane University Law School 2008 — 2011
J.D., Law
Duke University 2001 — 2005
B.S., Psychology, Political Science
St. John's High School 1997 — 2001
High School Degree
Bank in Brooklyn September 2013 - Present
freelance January 2005 - Present
Citco Fund Services December 2012 - August 2013
Riskcare November 2010 - November 2012
Barclays Capital 2012 - 2012
Morgan Stanley 2011 - 2011
RBC Capital Markets 2011 - 2011
Ernst & Young December 2005 - November 2010
Synectics for Management Decisions, Inc 2000 - 2005
Proteus 2001 - 2001
Skills
Microsoft SQL Server, SQL, XML, C#, Web Development, Visio, Data Warehousing, Programming, Java, HTML, PHP, CSS, JavaScript, ASP, SSIS, SSRS, Eclipse, Visual Studio, T-SQL, MySQL, Database Design, Requirements Analysis, SDLC, Agile Methodologies, Software Development, Business Analysis, Enterprise Architecture, Unix, Scrum, IT Strategy, Web Applications, Databases, Bootstrap
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2011
Masters, MBA Finance
The George Washington University 2000 — 2003
Masters, Computer Science
Drew University 1995 — 1999
BS, Computers, Psychology, Studio Art
Ethical Culture Fieldston School 1989 — 1995
Systems Evolution, Inc. June 2007 - Present
Barclays Capital June 2004 - June 2007
Toys R Us 2002 - 2004
US Department of Defense August 2000 - September 2002
USMC 1995 - 2001
Skills
Program Management, Change Management, Business Process..., Process Improvement, Leadership, Management, Six Sigma, Project Planning, Analysis, Business Analysis, Management Consulting, Cross-functional Team..., Project Management, Risk Management, Strategic Planning, Operations Management, Vendor Management, Project Portfolio..., IT Strategy, Team Building, SDLC, Business Intelligence, Business Development, Strategy, Consulting, Human Resources, Integration, CRM, Business Process
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Business Administration
United States Naval Academy 1991 — 1995
BS, Oceanography
St Johns Prep, Danvers MA 1987 — 1991
High School
Project Management Institute
PMP Certification
Sotheby's Financial Services October 2013 - Present
Barclays Capital June 2010 - October 2013
Deloitte & Touche June 2007 - June 2010
The Bank of New York May 2006 - August 2006
Skills
Valuation, Finance, Alternative Investments, Securitization, Fixed Income, Financial Analysis, Capital Markets, Bloomberg, Equities, Financial Services, Financial Modeling, Investments, Hedge Funds, Derivatives, Investment Banking, Microsoft Excel, Corporate Finance, Securities
Education
Drew University 2003 — 2007
Economics, Business Management
Westfield High School
CS Technology November 2011 - Present
Barclays Capital September 2008 - November 2011
Lehman Brothers December 2004 - September 2008
Lehman Brothers June 2003 - December 2004
Lehman Brothers September 2000 - June 2003
Lehman Brothers August 1999 - September 2000
Skills
ITIL, IT Management, Project Management, Relationship Management, System Administration, Management, Technical Support, Change Management, Windows 7, Leadership, Telecommunications, Unix, Windows XP, Databases, Information Technology, Infrastructure, Business Analysis, Vendor Management, Disaster Recovery, Program Management, Risk Management
Education
Dowling College 2002 — 2003
MBA, Information Technology
State University of New York College at Oswego 1994 — 1999
BA, Information Systems
Barclays Capital July 2011 - Present
19th Special Forces Group December 2005 - Present
3rd Battalion 6th Field Artillery Regiment, 10th Mountain Division August 2001 - December 2005
Skills
Valuation, Financial Modeling, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Investment Finance, Corporate Finance
IESE Business School - University of Navarra 2010 — 2011
MBA - Exchange Program, Finance
Webster University 2006 — 2008
Master of the Arts, Leadership and Management
New York University 1997 — 2001
Bachelor of the Arts, Economics and Pre-Med
Homebase Technologies, Inc. Senior Network EngineerThe Systems ShopJune 1998 - July 2004
Barclays Capital 1995 - 1997
Education
Dowling College 1990 — 1992
Bachelors, Business Administration
State University of New York at Farmingdale 1987 — 1990
Associates, Business
A9.com November 2014 - Present
Audible, Inc. February 2012 - October 2014
Overland Storage June 2011 - February 2012
Barclays Capital February 2011 - June 2011
Bank of America April 2010 - February 2011
Bristol-Myers Squibb June 2008 - April 2010
Lehman Brothers September 2007 - June 2008
New York Presbyterian Hospital February 2007 - July 2007
Citigroup November 2004 - February 2007
Skills
JavaScript, CSS, Java, jQuery, XHTML, Backbone.js, Mobile Applications, Software Development, J2EE, HTML, DHTML, Design Patterns, jQuery UI, Selenium, OOP, Node.js, JPA, Spring, AJAX, HTML 5, PHP, Web Development, Linux, SQL, MySQL, Web Services, SDLC, Integration, REST, Testing, Agile Methodologies, Eclipse
Education
Duke University 2001 — 2003
MS, Mechanical Engineering
National Institute of Technology Karnataka 1997 — 2001
BE, Engineering
Morgan Stanley June 2010 - Present
Barclays Capital September 2008 - June 2010
Lehman Brothers January 2006 - September 2008
Townsend Analytics May 2002 - January 2006
TTC InfoAge December 1999 - January 2002
Information Resources, Inc. May 1994 - October 1999
Northern Trust June 1993 - January 1994
Skills
Bloomberg, Credit Derivatives, Integration, Software Development, Hedge Funds, Financial Risk, SDLC, Securities, Project Management, Portfolio Management, SQL, Trading Systems, Equities, Capital Markets, Market Data, Risk Management
Education
The University of Chicago - Booth School of Business
MBA High Honors, Finance, Marketing, Entrepreneurship
DePauw University
BA Magna Cum Laude, Computer Science, Economics
Shanghai Jiao Tong University
International Business, Computer Science
Lexington Partners September 2015 - Present
Barclays July 2015 - September 2015
Barclays June 2012 - June 2015
Aurora Energy Networks October 2009 - May 2011
Barclays Capital June 2010 - August 2010
New Venture Lab Consulting December 2008 - May 2009
Association for the Advancement of Sustainability in Higher Education September 2008 - May 2009
Skills
Entrepreneurship, Investment Banking, Finance, Leadership, Venture Capital, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Economics, Capital Markets, Research, Mergers & Acquisitions, Financial Accounting
Education
Duke University 2009 — 2011
Bill & Melinda Gates Foundation September 2013 - July 2014
Bain & Company October 2011 - September 2013
Barclays Capital June 2010 - August 2010
Skills
Healthcare, Hospitals, Strategy, Business Analysis, Global Health, Business Strategy, Management Consulting
Education
Icahn School of Medicine at Mount Sinai 2014 — 2018
Doctor of Medicine (M.D.)
Duke University 2007 — 2011
A.B., Philosophy, Economics
University of Oxford 2009 — 2009
Philosophy, Ethics
Barclays Capital January 2011 - Present
LYZ Capital Advisors LLC. June 2008 - January 2011
Education
Drexel University 2003 — 2008
Ph.D., Information Retrieval & Machine Learning
Shanghai Jiao Tong University 1999 — 2002
Master, Management Science & Engineering
Shanghai Jiao Tong University 1995 — 1999
Bachelor, International Trade, Automation
CNSI August 2012 - Present
Verizon January 2012 - September 2012
Barclays Capital September 2008 - December 2011
Lehman Brothers June 2007 - August 2007
Infosys July 2004 - June 2006
Skills
Sun Certified Java..., Java, J2EE, Network Engineering, Web Services, SQL, SQL Server, SOA, soap, WSDL, Struts, Design Patterns, HTML/XML, JavaScript, Core Java, Flex, OOP, Databases, Servlets, Investment Banking, Java Enterprise Edition, Java, Microsoft SQL Server, Weblogic, J2EE Application..., Oracle, IT Service Management, Unix, SOAP, Unix Shell Scripting, Spring, PL/SQL, Tomcat, JSP
Education
University of Maryland Baltimore County 2006 — 2008
MS, Computer Science
Doctor Babasaheb Ambedkar Marathwada University 2000 — 2004
BE, Computer Science
S.B. College of Science 1996 — 1998
Eze Software Group November 2011 - Present
We Flew the Coop Enterprises May 2011 - November 2011
Barclays Capital October 2008 - April 2011
Lehman Brothers May 2005 - August 2008
Skills
SDLC, Software Project..., Data Center, Agile Methodologies, Security, Linux, Project Management, ITIL, Databases, Testing, Management, Cisco Technologies
Education
DePaul University 2007 — 2009
Masters, Information Systems
Grand Valley State University 2001 — 2005
Bachelor, Information Systems
Parkdale Mills, Inc. July 2013 - Present
Wall Esleeck Babcock LLP 2012 - 2013
Gray, Layton, Kersh, Solomon, Furr & Smith, P.A. July 2009 - October 2012
Cadwalader, Wickersham & Taft LLP 2007 - 2009
Barclays Capital 2005 - 2007
Simpson Thacher & Bartlett LLP 2000 - 2005
Skills
Corporate Law, Mergers & Acquisitions, Licensing, Securities, Corporate Governance, Mergers, Private Equity, Securities Regulation, Banking, Due Diligence, Private Placements, Cross-border..., Bankruptcy, Capital Markets, Corporate Finance, Litigation, Debt, Intellectual Property, Commercial Litigation, Venture Capital
Education
Duke University School of Law 1997 — 2000
JD/LLM, Law
Duke University 1991 — 1995
BS
Garena Online July 2014 - June 2015
Goldman Sachs July 2012 - June 2014
Barclays Capital May 2011 - July 2011
Apple May 2010 - July 2010
NCS Group December 2009 - January 2010
Skills
Microsoft Office, Financial Analysis, Entrepreneurship, Microsoft Excel, Microsoft Word, Project Management, VBA, Teamwork, Finance, PowerPoint, HTML, Research, Credit, Credit Risk
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
National University of Singapore 2008 — 2012
BBAH, Finance
The University of Connecticut 2010 — 2010
Bachelor of Business Administration (B.B.A.), Student Exchange Program
Goldman Sachs & Co May 2002 - Present
Barclays Capital March 2000 - April 2002
Skills
Derivatives, Capital Markets, Equities, Trading, Hedge Funds, Structured Products, Commodities, Hedging, Alternative Investments, Fixed Income, Options, Valuation, Structuring, Equity Trading, Commodity, Currency, Equity Valuation, Global Macro, FX, Credit Derivatives, Financial Markets, Financial Modeling, Asset Management, Volatility, Trading Strategies, Relative Value, Prime Brokerage, Equity Derivatives, Emerging Markets, Portfolio Management, Corporate Finance, Swaps, Bonds, Debt, Portfolio Optimization, Investment Strategies, Interest Rate..., Investment Banking, Trading Systems, Bloomberg, Financial Analysis
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Delhi University
Bachelor of Science (BS), Business/Managerial Economics
Penn State University
Graduate Diploma, Mathematical Modeling
Global Association of Risk Professionals
FRM, Financial Risk Manager
Global Association of Risk Professionals
ERP, Energy Trading and Risk Management
Barclays August 2013 - July 2015
Barclays March 2013 - August 2013
Barclays Capital May 2012 - August 2012
UBS May 2011 - July 2011
PwC July 2010 - August 2010
Education
Duke University 2009 — 2012
Bachelor of Science (BSc)
Frankfurt International School 2007 — 2009
International Baccalaureate
SJL Advisors January 2013 - February 2015
Credit Suisse May 2011 - July 2012
Barclays Capital May 2000 - May 2011
State Street Bank September 1992 - May 2000
Skills
Investment Banking, Fixed Income, Capital Markets, Credit Derivatives, Structured Products, Hedge Funds, Valuation, Financial Structuring, Structured Finance
Education
Fuqua School of Business, Duke University
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania
Bachelor's degree, Economics
St. Paul's School
MacroCatalysts, LLC April 2011 - Present
The Boston Consulting Group June 2014 - August 2014
Barclays Capital September 2008 - April 2011
Lehman Brothers May 2007 - September 2008
Skills
Equities, Series 7, Capital Markets, Fixed Income, Portfolio Management, Options, Investments, Hedge Funds, Bloomberg, Business Strategy, Trading, Series 63, Commodity, Economics, Investment Strategies, Equity Trading, Equity Derivatives, FX Spot, Marketing Strategy, Private Equity, Investment Banking, Emerging Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Entrepreneurship
Duke University 2004 — 2008
Bachelor’s Degree, Public Policy, Markets & Management
Berkeley Preparatory School
High School
Barclays Investment Bank February 2012 - Present
Barclays Capital August 2009 - February 2012
Skills
Agency MBS, CMBS, Non Agency RMBS, Fixed Income, Bloomberg, Derivatives, Hedge Funds, Equities, Financial Modeling, Investment Banking, Valuation, Structured Products, Credit, Capital Markets, Credit Derivatives
Education
Duke University 2005 — 2009
B.S., Economics
Citi March 2010 - Present
RG Global Technologies LLC March 2010 - February 2011
Barclays Capital September 2008 - March 2010
Lehman Brothers May 2006 - September 2008
Citi April 2005 - May 2006
TEJ Technologies November 2000 - April 2005
CMC Ltd June 1998 - October 2000
Skills
Java, Java Enterprise Edition, JMS, Tibco EMS, Sybase, Oracle, WebSphere MQ, Fixed Income Trading..., Weblogic, Electronic Trading, Agile Project Management
Education
Devi Ahilya Vishwavidyalaya 1995 — 1998
Master of Computer Applications, Computer Science
Devi Ahilya Vishwavidyalaya 1992 — 1995
Bachelor of Science, Computer Science
Access Search, Inc. February 2012 - Present
Access Search, Inc. February 2012 - December 2013
Barclays Capital September 2010 - October 2011
Bank of Montreal July 2009 - September 2010
BlackRock June 2008 - August 2008
Russell Investments June 2007 - December 2007
Skills
Advanced Excel, Advanced Powerpoint, Microsoft Office, Corporate Finance, Valuation, Investment Banking, Private Equity, Due Diligence, Mergers, Analysis, Recruiting, Financial Analysis, Management, Finance, Strategy, Mergers & Acquisitions, Auditing, Microsoft Excel, Corporate Recruiting, Banking, Graduate Recruitment, College Recruiting, Kindness, Accounting, PowerPoint
Education
DePauw University 2005 — 2009
Bachelor of Arts '09, Economics
The Kraft Heinz Company August 2015 - Present
University of Michigan Ross School of Business June 2013 - May 2015
A.T. Kearney June 2014 - August 2014
Sustainable Harvest Coffee Importers March 2014 - May 2014
Sagence, Inc. April 2013 - June 2013
Bank of America Merrill Lynch September 2010 - April 2013
Barclays Capital September 2008 - September 2010
Athletes for Charity June 2008 - February 2009
Lehman Brothers Bank June 2007 - September 2008
Skills
Fixed Income, Capital Markets, Bloomberg, Equities, Financial Analysis, Derivatives, Financial Modeling, Risk Management, Investment Banking, Banking, Investments, Portfolio Management, Credit, Corporate Finance, Data Analysis, Corporate Social..., Credit Derivatives, Analytics, Analysis, Leadership, Management Consulting, Valuation, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
MBA, Class of 2015 at University of Michigan Ross School of Business
DePauw University 2003 — 2007
BA, Mathematics
Natixis April 2014 - Present
Natixis May 2013 - Present
FDM Group May 2012 - May 2013
Barclays Capital September 2012 - March 2013
Blank Rome LLP September 2009 - September 2010
BlackRock September 2008 - March 2009
Drexel University College of Medicine September 2007 - March 2008
NAVY Marketing and Recruiting Internship Program April 2007 - June 2007
Skills
Microsoft Excel, Analysis, Project Management, PowerPoint, Marketing, Access, Research, Public Speaking, Event Management, Social Media, Management, Change Management, Data Analysis, Team Leadership, Unix, Unix Shell Scripting, Oracle SQL, Visual Basic, Business Analysis, MS Project, SharePoint, Event Planning, Microsoft Word, Outlook, Financial Analysis, Customer Service, Fundraising, Accounting, Budgets, Bloomberg, Visio, SQL, Mutual Funds, Innovation Management, Business Model..., Business Strategy, Business Innovation, Venture Development, Startup Development, Presentation Skills
Education
Stanford University Graduate School of Business 2015 — 2015
Stanford Ignite, Certificate Program in Innovation and Entrepreneurship
Drexel University - LeBow College of Business 2006 — 2011
Bachelor's Degree, Finance, Marketing, International Business; International Area Studies, Italian
American University of Rome 2010 — 2011
International Business, Trade, and Economics & Organizations; Global Politics; Italian
Foundation for International Education 2009 — 2009
Global Marketing and British Culture
Citigroup September 2011 - Present
Barclays Capital March 2010 - September 2011
HSBC 2008 - 2010
Dresdner Kleinwort - DRKW ( Now Commerzbank AG ) 2001 - 2008
Broadridge 2000 - July 2001
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Business Analysis, Risk Management, Equity Derivatives, Back Office, Equities, SDLC, Investment Banking, Middle Office, Financial Services, FX Options, Banking, Credit Derivatives
Education
Delhi University
BS, Science
IMT
MBA, Finance and Systems
Sirote & Permutt, P.C. March 2011 - July 2014
Moody Radio South September 2011 - January 2012
Theater Forum November 2005 - December 2006
Eilenberg & Krause 2004 - 2006
Law Offices of Robert Kirkman Collins & Carolyn Wollen July 2001 - September 2003
Barclays Capital October 1997 - January 2001
Skills
Writing, Public Speaking, Editing, Legal Research, DeltaView, Research, Social Media, PowerPoint, Interviews
Education
Duke University 1989 — 1993
BA, Drama
Royal Academy of Dramatic Arts, London, England
Special Certificate, Shakespeare Intensive
Capco October 2014 - Present
Ares Management October 2011 - May 2013
GE Capital - Americas 2005 - 2011
M&I Investment Management Company 2004 - 2005
Barclays Capital 1999 - 2002
Paribas 1998 - 1999
Goldman Sachs 1993 - 1995
Education
Fuqua School of Business, Duke University 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General, 4.0/4.0
University of Notre Dame 1989 — 1993
Bachelor of Business Administration (BBA), Finance, 3.9/4.0
Barclays Capital December 2011 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
JP Morgan Chase April 2008 - November 2010
JP morgan chase September 2006 - March 2008
Tmob Mobile Technology July 2005 - June 2006
Skills
User Acceptance Testing, Quality Center, SDLC, Test Planning, Release Management, Requirements Analysis, Business Requirements, Software Project..., Regression Testing, Testing, Software Quality..., Test Management, Quality Assurance, Business Analysis, System Testing, SQL, Test Cases, Visio, Requirements Gathering, Waterfall
Education
Dharmsinh Desai Institute of Technology 1994 — 1998
BE, Electronics and Communication
Invesco 2013 - Present
J.P. Morgan 2011 - 2011
HSBC Global Asset Management 2008 - 2010
Barclays Capital 2007 - 2008
BlackRock 2002 - 2006
Skills
Emerging Markets, Natural Resources, Investments, Fundamental Analysis, Fixed Income, Derivatives, Financial Modeling, Team Leadership
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Infusion August 2013 - Present
UBS April 2011 - July 2012
Barclays Capital September 2008 - July 2009
Lehman Brothers August 2005 - September 2008
Infusion March 2002 - August 2005
Skills
Sales, Account Management, Pre-sales, Business Development, Business Strategy, Options, Index Options, Excel models, Equity Derivatives, Derivatives, Volatility, Equity Capital Markets, Investments, Financial Modeling, Equities, Investment Banking, Structured Products, Fixed Income, Java, C++, Ice Hockey, Management, Digital Strategy
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Investment & Corporate Finance
Rochester Institute of Technology 1997 — 2002
BS, Computer Science
The Chinese University of Hong Kong 2010 — 2011
International Finance
Eckert Seamans March 2014 - Present
Orrick, Herrington & Sutcliffe LLP June 2007 - March 2014
Barclays Capital April 2011 - May 2011
Highmark June 2005 - May 2006
Skills
Employment Law, Legal Writing, Discrimination, Corporate Governance, Litigation, Arbitration, Legal Research, Civil Litigation, Class Actions, Mediation, Employment Contracts, Trials
Education
Duquesne University School of Law 2003 — 2006
Grove City College 1999 — 2003
B.S., Business Administration
Société Générale March 2015 - Present
Societe Generale April 2013 - Present
Barclays Capital June 2009 - February 2013
Education
Dickinson College 2005 — 2009
BA, IB&M
Citadel LLC May 2015 - Present
DRW Trading Group July 2013 - April 2015
Barclays Capital June 2012 - August 2012
Smith Breeden Associates June 2011 - August 2011
Duke High Energy Physics Research Group June 2010 - August 2010
Education
Duke University 2009 — 2013
B.S, Mathematics
Durham Academy 2005 — 2009
Columbia University in the City of New York HRIS Data AnalystNomura HoldingsFebruary 2011 - June 2011
Nomura Holdings February 2011 - June 2011
Nomura Holdings February 2011 - June 2011
Globecomm Systems Inc October 2010 - January 2011
Globecomm Systems Inc October 2010 - January 2011
Verint Systems February 2010 - June 2010
Verint Systems February 2010 - June 2010
Barclays Capital February 2009 - July 2009
Barclays Capital February 2009 - July 2009
NYCAPS February 2008 - August 2008
Skills
PeopleSoft, Recruiting, HRIS, Access, Employee Benefits, Analysis, Budgets, Payroll, Onboarding, Human Resources, Management, Software Documentation, Process Improvement, Personnel Management, Business Intelligence, Temporary Placement
Education
DeVry Institute of Technology 2000 — 2004
Bachelors, Professional Studies Computer Information Systems
DeVry University 2000 — 2004
Bachelor, Computer Information Systems
DeVry Institute of Technology
Bachelors, Professional Studies Computer Information Systems
Societe Generale September 2012 - Present
Jefferies & Company August 2011 - September 2012
Barclays Capital August 2008 - August 2011
RBS Greenwich Capital Markets October 2007 - August 2008
Credit Suisse Securities (USA) LLC April 2004 - September 2007
AirPlus International August 2000 - June 2001
Skills
Derivatives, German, Spanish, Portuguese, Regulatory Compliance, Regulatory Reporting, Risk Management, Operational Risk, Financial Futures, Physical Commodities, FERC, CFTC, Fixed Income, Securities, Investment Banking, Hedge Funds, Commodity, Management, Structured Products, Financial Markets, Financial Services, Structured Finance, Trading Systems, Bloomberg, Capital Markets, Trading, Due Diligence, Finance, Banking, Swaps
Education
Rutgers University 2000 — 2004
BA / Masters, Economics, Spanish, Finance
Drexel University 1996 — 2000
BS, Architecture
Queen of Peace 1992 — 1996
LibreMax Capital, LLC June 2011 - Present
Barclays Capital June 2010 - June 2011
BlackRock June 2009 - August 2009
MindTree May 2008 - July 2008
Standard Chartered Bank 2005 - 2005
Education
Duke University 2006 — 2010
BS, Biomedical Engineerg, Economics, Global Health
The London School of Economics and Political Science (LSE) 2008 — 2008
Development Economics, Forecasting Financial Markets
Banca IMI August 2014 - Present
CIBC World Markets March 2013 - October 2013
The Seaport Group November 2011 - February 2013
KBW August 2003 - August 2011
Barclays Capital August 1994 - July 2003
Skills
Fixed Income, High Yield, Sales, Management, Capital Markets, CRM, Options, Securities, Credit, Structured Products, Hedge Funds, Bloomberg, Structured Finance
Education
Penn State University 1992 — 1994
MBA, Finance
Drexel University 1985 — 1990
BS EE, Engineering
The Employment Guide, LLC February 2015 - Present
Barclays Investment Bank December 2012 - August 2014
Barclays Capital May 2011 - December 2012
GSW Worldwide August 2009 - May 2011
Marcus Evans August 2008 - May 2009
Education
Denison University 2004 — 2008
BA, Psychology; Economics
Barclays Capital September 2008 - Present
Lehman Brothers November 2004 - February 2008
ING Clarion 2003 - 2004
Education
Duke University 1998 — 2002
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
Branson
DUMAC, LLC January 2013 - Present
Lincoln Investment Management Company December 2010 - December 2012
QMS Capital Management June 2009 - August 2009
Hamilton Lane June 2008 - August 2008
Barclays Capital September 2003 - June 2007
Cambridge Associates September 2002 - September 2003
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Asset Managment, Quantitative Finance, Financial Modeling, Fixed Income, Asset Management, Hedge Funds, Investment Management, Investments, Securities, Bloomberg, Private Equity, Investment Strategies
Education
Stanford University 2009 — 2010
MS Financial Mathematics
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance
Haverford College 1998 — 2002
BA, Mathematical Economics, Spanish
Hong Kong International School
20th Century Fox Film May 2014 - Present
StyleHaul, Inc. July 2013 - September 2013
Tastemade September 2012 - March 2013
USC Marshall School of Business June 2011 - 2013
Demand Media June 2012 - August 2012
Fox Filmed Entertainment May 2012 - August 2012
Nomura Securities February 2010 - June 2011
Barclays Capital July 2008 - January 2009
Stanford Financial Group, Washington Policy Research May 2007 - August 2007
Education
USC Marshall School of Business 2011 — 2013
MBA and Graduate Certificate in The Business of Entertainment (USC School of Cinematic Arts)
Duke University 2004 — 2008
BA, Public Policy Studies
Moody's Analytics May 2012 - Present
ORION Trading March 2011 - April 2012
EMC Document Sciences January 2008 - March 2011
ResearchWave May 2007 - December 2007
Bloomberg 1998 - 2007
Barclays Capital June 1995 - April 1998
Federal Reserve Bank of New York 1989 - 1994
Skills
Fixed Income, Bloomberg, Salesforce.com, Account Management, Financial Markets, Business Planning, Market Data, Management, Solution Selling, Sales, Business Development, Derivatives, Strategic Partnerships, Basel III, Enterprise Risk..., Credit Risk, Trading, Portfolio Management, Risk Management, Capital Markets, Banking, Bloomberg Terminal, FX Options, Sales Process, Equities, Trading Systems, Asset Management, Electronic Trading, Hedge Funds, SaaS, Relationship Management, Credit Analysis, Financial Services, Analytics, Bonds, Equity Trading, Credit, Options, Securities, Financial Risk, Alternative Investments
Education
Denison University
BS, Economics / History
New York University - Leonard N. Stern School of Business
MBA, Finance
Barclays July 2012 - Present
Barclays Capital June 2011 - August 2011
KeyBank July 2006 - May 2010
Skills
Private Equity, Investment Banking, Capital Markets, Financial Modeling, Investments, Valuation, Strategy, Financial Structuring, Leveraged Finance, Due Diligence, Corporate Finance, Bloomberg, Financial Analysis, Business Strategy, Project Finance, Portfolio Management, Real Estate Economics, Real Estate Finance, Series 63, Equity Capital Markets
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Dual Concentration in Finance (Corporate/Investment)
Duke University 2002 — 2006
BA, Public Policy Studies
University School 1989 — 2002
High School Diploma
Barclays Investment Bank July 2011 - Present
Barclays Capital June 2010 - August 2010
Fuqua School of Business February 2010 - March 2010
Skills
Swaps, Trading, Commodity, Arbitrage, Commodity Markets, Oil Trading, Energy Trading, Commodities, Economics, Futures, Options, Derivatives, Risk Management, Bloomberg, Strategy, Microsoft Office
Education
Duke University 2007 — 2011
B.S., Economics; Politics, Philosophy, and Economics Certificate; cum laude
Universidad San Pablo-CEU 2009 — 2009
Carmel High School 2003 — 2007
Tribeca Angels December 2014 - Present
World Insurance Associates, LLC December 2011 - Present
Jersey Mike's Subs March 2014 - Present
Colonial American Bank April 2011 - July 2015
Colonial American Bank July 2010 - March 2011
Barclays Capital 2005 - 2010
Citigroup 2002 - 2005
Merrill Lynch 1997 - 2002
Citicorp 1990 - 1997
Skills
Structured Finance, Commercial Lending, Derivatives, Credit, Strategy, Banking, Loans, Investments, Commercial Banking, Portfolio Management, Capital Markets, Investment Banking, Financial Analysis, Asset Managment, Credit Derivatives, Asset Management, Loan Origination, Asset Based Lending, Valuation, Financial Institutions, Finance, Funding, Due Diligence, Corporate Finance, Private Equity
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Georgetown University 1984 — 1988
BSBA, Finance
Barclays Investment Bank June 2012 - Present
Duke University Football Program August 2008 - May 2012
Barclays Capital May 2011 - August 2011
Oppenheimer & Co. Inc. May 2010 - July 2010
Education
Duke University 2008 — 2012
BS, Economics and Political Science
Moses Brown School 2004 — 2008
Barclays Capital July 2011 - Present
JP Morgan June 2007 - July 2011
Optimization Fund LP January 2005 - February 2006
Banc of America Securities LLC 1999 - 2005
Skills
Equity Derivatives, Hedge Funds, Prime Brokerage, Equities, Financial Markets, Alternative Investments, ISDA, Swaps, Investment Management, Marketing Strategy, Credit Derivatives
Education
Duke University 1994 — 1998
BA, Economics, Philosophy, Markets & Management
Byram Hills High School 1990 — 1994
Barclays March 2012 - Present
Barclays Capital September 2008 - March 2012
Lehman Brothers July 2005 - September 2008
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Washington and Lee University
BS, Business Administration & Accounting
MJT Technologies March 2015 - Present
Barclays Capital September 2008 - February 2015
Lehman Brothers August 2005 - September 2008
RQSI / Access Asset Management March 2001 - August 2005
Carr Global Advisors October 1998 - March 2001
Fenchurch Capital Management August 1995 - October 1998
Skills
Trading, Derivatives, Fixed Income, Hedge Funds, Equities, Capital Markets, Valuation, Alternative Investments, Asset Managment, Portfolio Management, Options, Microsoft SQL Server, Stored Procedures, Data Reconciliation, Straight Through..., Process Automation, MIS, Managed Futures, Futures Trading, Commodity Pools, Trading Systems, Bloomberg, Data Warehousing, Investments, Risk Management, Finance, Financial Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
Masters, Finance
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
Bachleor, Finance
JP Morgan April 2013 - Present
ACTIV Financial Systems, Inc. October 2009 - March 2013
Barclays Capital June 2008 - February 2009
Accoona October 2007 - April 2008
SoftWave Media Exchange January 2007 - May 2007
Skills
Servers, System Administration, Linux, Unix, Troubleshooting, Data Center, Operating Systems, Testing, RedHat, Red Hat Linux, Windows, Apache, Databases, Shell Scripting, DNS, SQL, Technical Support, MySQL, VMware, SSH, LVM
Education
DeVry University 2011 — 2013
Technical Management Degree, Project Management
Rockland College 2001 — 2003
Computer Support Services, Computers
VF Corporation May 2012 - Present
Barclays Capital August 2008 - May 2012
Lehman Brothers 2007 - 2007
M&T Bank January 2002 - July 2006
Freed Maxick CPAs, P.C. 2001 - 2002
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Due Diligence, Mergers, Capital Markets, Investments, Credit Analysis, Finance, Risk Management, Credit Risk, Credit, M&A experience, Mergers & Acquisitions, Financial Institutions, Private Equity, Financial Structuring, Business Valuation
Education
Duke University - The Fuqua School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
London Business School 2007 — 2007
Exchange Program
State University of New York at Buffalo 2003 — 2004
Concentration, Accounting
University of Miami 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
ZAIS Group, LLC 2012 - Present
Barclays Capital 2010 - 2012
DUMAC, LLC May 2009 - May 2010
Education
Duke University 2006 — 2010
BS, Biology (concentration in Genetics), Economics, Physics (Minor)
Libertyville High School
Bikyni June 2014 - Present
Self-Employed December 2013 - May 2014
Reformation October 2012 - November 2013
Barclays Capital August 2010 - September 2012
The Prescott Group May 2005 - July 2008
Skills
Strategic Consulting, Venture Capital, Economics, Entrepreneurship, Analytics, Competitive Analysis, Market Research, Due Diligence, Business Development, Private Equity, Start-ups
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Duke University 1999 — 2003
B.S., Economics & Computer Science
Citi September 2014 - Present
Barclays Capital August 2009 - September 2014
Duke University Medical School August 2004 - August 2009
Bank of America August 2003 - July 2004
Skills
Investment Banking, Healthcare, Management Consulting, Financial Modeling, Due Diligence, Corporate Finance, Economics, Finance, Investments, Private Equity, Valuation, Mergers & Acquisitions, Capital Markets, Financial Analysis, Equities
Education
Duke University School of Medicine 2004 — 2009
Doctor of Medicine (MD)
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Investments / Corporate Finance
North Carolina State University 1995 — 2000
B.S., Biochemistry
Bank of America August 2014 - Present
Citi January 2012 - June 2014
C12 Capital Management August 2009 - January 2012
Barclays Capital April 2008 - August 2009
Barclays Capital December 2005 - April 2008
New York City Department of Education 2005 - 2006
Fareportal 2003 - 2005
1800 Communications 2002 - 2003
Mobile 123 2000 - 2002
Skills
Databases, SQL, Microsoft SQL Server, SDLC, C#, .NET, Data Warehousing, Business Intelligence, SharePoint, SSRS, Management, Process Improvement, Troubleshooting, Trading Systems, Massive Parallel..., Netezza, MongoDB, WCF, Realtime Programming, Financial Metrics, FIX Protocol, EDW, Excel/VBA, High Performance..., QlikView, Performance tuning..., Message Broker..., ASP.NET, Enterprise ETL/ELT..., Enterprise Software, Cloud Computing, ITIL, IT Management, Database Design
Education
Delhi Public School - Mathura Road, New Delhi
High School
Delhi University
Bachelor of Commerce (B.Com.), Commerce and Business Administration
MSIT - India
B. Tech - Computer Science and Engineering, Information Technology
Wells Fargo July 2010 - Present
Barclays Capital June 2009 - August 2009
Citigroup Smith Barney/Morgan Stanley Smith Barney September 2008 - February 2009
State Capital Investment Bank May 2008 - June 2008
Skills
Exotic Derivatives, Interest Rate..., Structured Products, Credit Derivatives, Equity Derivatives, Mathematics, Derivatives, Exotics, Structuring, Financial Structuring, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
BSc, Finance, Mathematics and International Business
Duke University 2006 — 2007
Biomedical Engineering and Economics
Aviva Investors May 2011 - Present
Barclays Capital 2010 - 2011
Federal Realty Investment Trust 2009 - 2009
RBS Greenwich Capital 2006 - 2008
Raymond James 2003 - 2006
Skills
Real Estate Private..., Fund Of Funds, Secondaries, Corporate Finance, Real Estate Economics, Real Estate Financing, Capital Markets, Investment Banking, Portfolio Management, Investment Strategies
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Real Estate
Duke University 2000 — 2003
B.S., Economics
Deloitte June 2014 - Present
Deloitte & Touche April 2011 - June 2014
Barclays Capital September 2008 - May 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Morgan Stanley January 2006 - October 2006
Skills
Equities, Financial Services, Capital Markets, Bloomberg, Derivatives, Project Management, Change Management, Risk Assessment, User Acceptance Testing, Relationship Management, Third Party Vendor..., Business Requirements, Dodd-Frank, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Bachelor of Science, Business Administration - Majors: Economics and Finance
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Drew University 2004 — 2006
BA, Economics
Barclay's Capital December 2014 - Present
Integral Development Corporation February 2013 - July 2014
SunGard February 2010 - February 2013
Skills
SQL, Test Planning, Testing, Microsoft Excel, Requirements Gathering, Functional..., Software Implementation, System Design, Agile Methodologies, Business Analysis, Requirements Analysis, User Acceptance Testing, Software Development, SDLC, VBA, Data Analysis, Regression Testing, Financial Services, FIX, Electronic Trading, Capital Markets, Trading Systems, FX Options, Financial Markets
Education
Drexel University - College of Business and Administration
BSBA with a concentration in Economics, Economics
Barclays March 2013 - Present
Barclays Capital April 2010 - February 2013
Dow Jones September 2008 - March 2010
Code71 Inc September 2007 - July 2008
IMS Health May 2005 - June 2007
Metatude Asia Ltd January 2003 - April 2005
Metatude Asia Ltd January 2002 - December 2002
IECB November 2000 - December 2001
Skills
Agile Methodologies, Design Patterns, Test Driven Development, Java Enterprise Edition, Struts, Spring, Oracle, Java, XML, AJAX, WCF, Web Services, Microsoft SQL Server, Hibernate, .NET, Tomcat, SQL, Scrum, JSP, Ruby on Rails, Software Development, C#, Agile Project Management, Spring Framework
Education
Dhaka Bishwabidyalaya 1995 — 2001
PNC Capital Markets 2011 - Present
Barclays Capital 2009 - 2011
Citigroup 2000 - 2009
Bank of Montreal 1996 - 2000
JPMorgan Chase (formerly First Chicago) 1990 - 1996
General Motors 1984 - 1990
Skills
Trading Systems, FX Options, Derivatives, Capital Markets, Equities, Hedging, Options, Financial Markets, Back Office, Asset Managment, Foreign Exchange, Finance, Fixed Income, Asset Management, Currency, Structured Products
Education
University of Michigan
MBA
Duke University
BSE, Mechanical Engineering and Materials Science
Morgan Stanley August 2013 - Present
Nomura August 2009 - August 2013
Barclays Capital September 2008 - August 2009
Lehman Brothers November 2005 - September 2008
Skills
CDO, Structured Finance, Product Control, Structured Products, Credit Derivatives, Fixed Income, Equity Derivatives, Trading, Investment Banking, Corporate Finance, Credit, Financial Modeling, Operational Risk, Quantitative Analytics, Interest Rate..., Market Risk, Hedge Funds, Derivatives, Credit Risk, Equity Trading, FX Options, Capital Markets, Swaps
Education
Durham University 2002 — 2005
BA, Economics
The Boston Consulting Group September 2014 - Present
The Boston Consulting Group September 2012 - September 2014
Barclays Capital June 2011 - August 2011
Ncredible Software April 2009 - May 2011
Colbourne Corporation January 2010 - January 2011
BAE Systems September 2005 - January 2010
General Dynamics May 2003 - August 2004
Rival Gear Clothing LLC August 2003 - April 2004
Best Software July 2002 - August 2002
Skills
Systems Engineering, Earned Value Management, Program Management, Mobile Devices, Start-ups, Engineering Management, System Architecture, Aerospace, Business Development, Leadership, Integration
Education
Duke University - The Fuqua School of Business 2010 — 2012
M.B.A.
San Diego State University-California State University 2008 — 2010
University of Arizona 2001 — 2005
Bachelor of Science, Systems Engineering
Brophy College Preparatory 1997 — 2001
Barclays Capital September 2008 - Present
Lehman Brothers December 1997 - September 2008
UBS July 1996 - December 1997
Salomon Brothers (Citigroup) September 1986 - July 1996
Skills
Bloomberg, Fixed Income, Series 7, Trading Systems, Capital Markets, Derivatives, Financial Modeling, Trading, Risk Management, Investment Banking, Data Analysis, Financial Analysis, Mutual Funds, Hedge Funds, Asset Management, Interest Rate..., Equities, SQL, Options, Portfolio Management, Alternative Investments, Investments, Financial Markets, Analysis, Credit Derivatives, Business Analysis, Securities, Bonds
Education
DePaul University
Finance
Barclays Capital January 2010 - Present
Bear Stearns Asset Management December 2006 - June 2008
ClearBridge Advisors April 2006 - December 2006
Citigroup April 2000 - May 2005
Education
Iona College 2002 — 2004
MBA, Marketing
Fordham University 1999 — 2001
MA, English
Drew University 1997 — 1999
BA, English
Perella Weinberg Partners April 2014 - Present
Barclays Capital March 2011 - April 2014
Bentley Associates April 2010 - March 2011
Education
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.)
Passed Level I of CFA Exam
Bank of America January 2014 - Present
Barclays October 2012 - January 2014
Barclays Capital November 2007 - October 2012
Barclays Capital January 2000 - November 2007
Skills
Commodity, Derivatives, Commodity Markets, Investment Banking, Capital Markets, Credit Risk, Risk Management, Leveraged Finance, ISDA, High Yield, Financial Analysis, Financial Risk, Commercial Banking, Investments
Education
Dowling College 1995 — 1999
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
AllianceBernstein July 2013 - Present
Standard & Poor's May 2012 - June 2013
Barclays Capital February 2010 - June 2012
Goldman Sachs 2006 - January 2010
Infosys Technologies Ltd June 2003 - February 2006
Skills
Quality Assurance, SQL, FIX, Data Analysis, Visio, Equities, Order Management, SDLC, User Acceptance Testing, Trading Systems, Requirements Gathering, Agile Methodologies, Business Analysis, Oracle, Derivatives, Requirements Analysis
Education
Delhi University 1998 — 2002
Bachelor of Information Technology
Aberdeen Asset Management July 2014 - Present
Aberdeen Asset Management January 2008 - Present
Aberdeen Asset Management October 2006 - January 2008
Deutsche Asset Management March 2002 - October 2006
Barclays Capital May 1999 - January 2002
National Hockey League March 1996 - May 1999
Arthur Andersen December 1992 - March 1996
Skills
Financial Analysis, Financial Modeling, Fixed Income, High Yield Bonds, Accounting, System Testing, System Integration..., Credit Analysis, Bonds, Tax Preparation, Securities, Finance, High Yield, Investments, CDS, Bloomberg, Fixed Income Analysis, Relative Value, Credit, Valuation
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance/Accounting
Drexel University 1988 — 1992
BA, Finance and Marketing
Marple Newtown Sr High
Designlab August 2013 - Present
YCharts March 2012 - August 2013
Barclays Capital July 2010 - March 2012
Barclays Capital June 2009 - August 2009
Pilot Advisors, LP May 2008 - July 2008
VetRelief.com June 2007 - August 2007
West Wind Sailing June 2005 - September 2005
Skills
Python, Django, JavaScript, jQuery, HTML, CSS, Facebook API, PHP, Equity Derivatives, Guitar, Sailing
Education
Duke University 2006 — 2010
B.S.E., Electrical/Computer Engineering & Computer Science
Cushman & Wakefield November 2013 - Present
Barclays Capital January 2012 - November 2013
MF Global August 2009 - January 2012
Barclays Capital September 2008 - August 2009
Lehman Brothers May 2005 - September 2008
Credit Suisse First Boston August 2000 - May 2005
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance, Innovation & Entrepreneurship
Drew University 1994 — 1998
BA, Economics
Bank of America Merrill Lynch March 2014 - Present
Stifel Financial Corp. March 2012 - February 2014
Barclays Capital September 2010 - March 2012
Credit Suisse February 2006 - August 2010
Bear Stearns & Co, Inc. 2002 - 2006
Skills
Recruiting
Education
Duquesne University 1998 — 2002
BS, Finance and Investment Management
Marfil Designs August 1995 - Present
Barclays Capital January 2009 - February 2010
Lehman Brothers October 2004 - January 2009
Accenture January 2001 - September 2001
Skills
HTML, PowerPoint, Photoshop, JavaScript
Education
DePaul University 1998 — 2000
B.A., Graphic Design
Harper College
A.A. & A.S., Associate in Science and Associate in Arts
Barclays Capital June 2010 - Present
UBS Wealth Management October 2006 - June 2010
Education
New Jersey Institute of Technology 2004 — 2006
MS, Computer Science
Delhi University
Nomura Securities International October 2009 - Present
Barclays Capital September 2008 - October 2009
Lehman Brothers September 1997 - September 2008
Skills
ISDA, Securities Lending, Options, Management, Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Software Documentation, Securities, Bloomberg, Negotiation, Swaps, Equity Derivatives, Credit Derivatives, Trading
Education
Dowling College 1995 — 1997
MBA, General Management
Dowling College 1991 — 1995
BS, Social Sciences
Barclays Capital June 2010 - Present
Williams Lea July 2006 - May 2011
Bankers Life and Casualty April 2004 - June 2006
Skills
Access, PowerPoint, Spreadsheets, Microsoft Office, Lotus Notes, Analysis, Financial Analysis, Outlook, Microsoft Excel, Administrative..., Equities, Customer Service, Microsoft Word, Time Management, Bloomberg, Investments, Sales, Event Planning, Fixed Income, Management
Education
DePaul University 2008 — 2010
B.S, Economics
Harold Washington College 2006 — 2008
AA, Business Administration
Barclays Capital September 2009 - Present
Bank of Tokyo-Mitsubishi December 2008 - August 2009
Lehman Brothers January 2005 - October 2008
BearingPoint September 1999 - January 2005
Skills
Process Improvement, SAS, Project Management, Teamwork, SDLC, Project Planning, Requirements Analysis, Testing, Business Process, Professional Mentoring, Management, User Acceptance Testing, Integration, Leadership
Education
Duke University 1994 — 1998
Bachelor of Arts, Comparative Area Studies, French
TZP Group September 2013 - Present
The Carlyle Group July 2011 - August 2013
Barclays Capital June 2008 - June 2011
Education
Duke University 2004 — 2008
Economics
Chaminade High School 2000 — 2004
High School
Federal Reserve Bank of New York August 2012 - Present
Federal Reserve Bank of New York January 2009 - August 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers June 2006 - September 2008
Skills
Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Staff Development, Financial Analysis, Organizational...
Education
New York University
M.S. in HR Management & Development, In Progress
Dickinson College
Bachelor of Arts, American Studies, Minor - Anthropology
St. John's University July 2013 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers 2000 - 2008
KeySpan September 1998 - March 2000
Skills
Facilities Management, Property Management, Corporate Real Estate, Real Estate, Procurement, LEED, Management, Leadership, Portfolio Management, Vendor Management, Asset Management, Real Estate Transactions, Financial Modeling, Due Diligence, Contract Negotiation, Leases, Contract Management, Negotiation, Financial Analysis, Commercial Real Estate, LEED Accredited, Real Estate Development, Budgets, Valuation
Education
Dowling College 1999 — 2002
MBA, General Management
Georgia Institute of Technology 1995 — 1998
BME, Mechanical Engineering
State University of New York - Farmingdale 1993 — 1995
Associates, Engineering Science
QMS Capital Management LP 2014 - Present
Amundi Smith Breeden 2012 - 2014
Square 1 Bank 2009 - 2012
Barclays Capital 2006 - 2008
Deutsche Bank Securities 1998 - 2003
Education
Duke University - The Fuqua School of Business
MBA
University of Pennsylvania - The Wharton School
Bachelor of Science, Finance
Huron Consulting Group January 2015 - Present
Huron Consulting Group September 2013 - Present
Guggenheim Securities February 2012 - January 2013
Cantor Fitzgerald December 2010 - December 2011
BTIG LLC March 2009 - November 2010
Duke University 2006 - 2010
Barclays Capital 2006 - January 2009
Credit Suisse March 2005 - June 2006
Goldman Sachs January 2004 - March 2005
Goldman Sachs July 2001 - December 2003
Skills
Valuation, Trading, High Yield Bonds, Debt Restructuring, Financials, Financial Markets, Capital Markets Advisory, Investment Banking, Financial Modeling, TMT, Technology, Fixed Income, Leveraged Finance, Hedge Funds, Strategy, Capital Markets
Education
Duke University 1997 — 2001
BS, Economics
Duke University 1997 — 2001
Certificate, Markets and Management
Loomis, Sayles & Company July 2014 - Present
Barclays Capital October 2004 - April 2013
Deutsche Bank August 2000 - October 2004
Eurohypo AG September 1998 - July 2000
Skills
Fixed Income, Derivatives, Money Market, Credit, Credit Trading, Structured Products, Bonds, Credit Derivatives, Equity Derivatives, Interest Rate..., CDS, Bond Markets, Bond Pricing, Swaps, Bloomberg, High Yield, Capital Markets, Trading, Financial Analysis, Financial Markets, Emerging Markets, Distressed Debt, Investments, Investment Banking, Convertible Bonds, Microsoft Excel
Education
University College Dublin 1994 — 1998
Bachelor's Degree, (BComm Int )Commerce and German, 2.1
Dublin City University 1999 — 2000
Graduate Certificate Corporate Treasury
Passed Level II of the CFA Program
Blackrock College 1989 — 1994
High School
J.P. Morgan August 2013 - Present
Barclays August 2011 - July 2013
Barclays Capital June 2010 - August 2010
JP Morgan Chase July 2007 - July 2009
Skills
Investment Banking, Financial Modeling, Equities, High Yield, Valuation, Corporate Finance, Mergers, MLP, Equity Research, Capital Markets, Emerging Markets, Mergers & Acquisitions, Investments, Financial Analysis, Finance, Private Equity, Business Strategy, Due Diligence
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Finance
Duke University 2003 — 2007
B.S., Economics
National University of Singapore
National University of Singapore
Taylor Woods Capital LLC 2012 - Present
Morgan Stanley 2009 - 2012
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - 2008
Fairfax Financial Group 1997 - 2000
Fairfax Financial Group 1995 - 1997
Prudential Reinsurance 1990 - 1995
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA, Finance
Virginia Tech 1985 — 1989
BS, Finance
Premier League Basketball May 2015 - Present
Management Leadership for Tomorrow May 2012 - June 2014
Barclays Capital July 2009 - April 2012
Lehman Brothers May 2008 - August 2008
Skills
Financial Modeling, Investments, Financial Analysis, Corporate Finance, Investment Banking, Bloomberg, Equities
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing Strategy
Georgetown University 2005 — 2009
BS, Finance, International Business
University of International Business and Economics 2007 — 2008
Business, Mandarin
A/B 2008 - 2008
Swiss Re Financial Products May 2000 - April 2007
Swiss Re 2000 - 2007
E.W. Blanch Capital Markets, Inc. 1999 - 2000
Santander Investment 1997 - 1998
Barclays Capital 1992 - 1997
Merrill Lynch 1991 - 1992
Cambridge Realty Capital Ltd 1989 - 1991
Skills
Hedge Funds, Structured Finance, Capital Markets, Valuation, Fixed Income, Derivatives, Securitization, Investment Banking, Private Equity, Structured Products, Financial Structuring, Credit Derivatives, Equities, Emerging Markets, Alternative Investments
Education
DePaul University 1988 — 1991
BS, Finance
University of Minnesota-Twin Cities
J.P. Morgan July 2011 - Present
Bernstein Global Wealth Management May 2009 - July 2011
Barclays Capital June 2008 - April 2009
Wachovia Securities, LLC March 2004 - June 2008
Citigroup August 2000 - January 2004
Shearman and Sterling September 1998 - July 2000
Education
New York University School of Law 1997 — 1998
LL.M., Taxation
University of California, Hastings College of the Law 1995 — 1997
J.D.
Duke University 1989 — 1993
A.B., Political Science
FocusPoint Private Capital Group (Formerly Forbes Private Capital) January 2015 - Present
Barclays Capital February 2008 - May 2013
Lehman Brothers February 2006 - September 2008
Goldman Sachs February 1991 - February 2006
UBS Securities February 1990 - February 1991
Merrill Lynch & Co. August 1986 - February 1990
Shearson Lehman Brothers Inc. May 1985 - August 1985
PNC August 1980 - August 1984
Skills
Capital Markets, Investment Banking, Hedge Funds, Derivatives, Structured Products, Fixed Income, Emerging Markets, Corporate Finance, Financial Structuring, Finance
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance, Graduated with Distinction
Duke University 1976 — 1980
BA, Economics, Magna cum laude
The Buckingham Research Group December 2014 - Present
Buckingham Research Group October 2012 - December 2014
Barclays Capital July 2010 - October 2012
Financial Federal Corporation June 2009 - July 2010
Skills
Finance, Microsoft Office, Microsoft Excel, Financial Analysis, Equities, Financial Modeling, PowerPoint, Bloomberg, Research, Marketing, Equity Research, Series 7, Analysis, Financial Reporting, Microsoft Word, Outlook
Education
Dickinson College 2005 — 2009
Bachelor of Arts, International Business and Management; French and Francophone Studies
Inferential Advisory April 2014 - Present
Inferential Focus April 2014 - Present
UBS September 2010 - February 2014
Barclays Capital September 2008 - September 2010
Lehman Brothers 2000 - September 2008
Skills
Intelligence, Equities, Strategic Thinking, Portfolio Management, Investments, Equity Research, Institutional, Trading, Derivatives, Capital Markets, Hedge Funds, Strategic Consulting, Emerging Trends, Fixed Income, Writing, Cash, Structured Products
Education
University of Chicago 2002 — 2005
MBA, Finance
Drake University 1996 — 2000
BA, History
Trust Company of the West April 2013 - Present
Bank of America Merrill Lynch October 2009 - March 2013
Wells Fargo February 2009 - October 2009
Barclays Capital July 2008 - January 2009
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Credit, Investment Banking, Valuation, Finance, Credit Analysis, Asset Management, Investment Management, Leadership, Non-profit Volunteer, Fixed Income, Bloomberg, Capital Markets, Equities, Portfolio Management, Microsoft Excel
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
Bachelor of Science, Business Administration
Diablo Valley College 2003 — 2006
Associate of Arts (A.A.), Business Administration
Barclays Capital September 2007 - Present
Lehman Brothers 2007 - 2008
Townsend Analytics June 2006 - September 2007
Chicago Stock Exchange 1995 - 2006
Education
DePaul University
Masters, Information Technology
The Blackstone Group March 2013 - Present
Barclays Capital June 2009 - March 2013
Bank of America/Merrill Lynch May 2005 - June 2009
SPX Corporation April 2004 - May 2005
Fried Frank January 2000 - April 2004
US Army April 1996 - January 2000
Skills
Securities, Capital Markets, Securities Regulation, Corporate Governance, Investment Banking, Dodd-Frank, SEC, Compliance, Cross-border...
Education
New York University School of Law
J.D.
Duke University
B.A., Public Policy
Fortress Investment Group May 2011 - Present
Barclays Capital April 2010 - April 2011
Education
Duke University 2005 — 2009
BS, Economics
ClearCost Health June 2014 - Present
Market Metrix September 2010 - May 2014
Broadridge October 2006 - September 2010
Broadridge 2006 - 2010
Delta Dental 2003 - 2006
CIBC World Markets 2001 - 2002
Barclays Capital 1998 - 2000
Chase 1997 - 1998
Phibro Energy 1996 - 1997
Philip Morris Capital Corp 1996 - 1996
Skills
Data Modeling, Sybase, Data Warehousing, Database Design, Oracle, Microsoft SQL Server, PL/SQL, Databases, SQL Tuning
Education
Dominican University of California
Neovia Logistics December 2014 - Present
Santander Consumer USA Inc. July 2013 - December 2014
Barclays February 2010 - 2013
Barclays Capital September 2007 - January 2010
Skills
Capital Markets, Financial Modeling, Equities, Financial Analysis, Fixed Income, Portfolio Management, Bloomberg, Investments, Hedge Funds, Valuation, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Duke University 2004 — 2007
Bachelor of Science (BS), History
University School of Milwaukee 1990 — 2003
Newedge Financial Inc September 2006 - Present
Cargill Investment Services May 2002 - September 2006
DT Trading April 1999 - May 2002
Barclays Capital September 1992 - April 1999
Virginia Trading January 1987 - September 1992
Shearson Lehman June 1985 - January 1987
Skills
Options, Trading, Options Strategies, Brokerage, Electronic Trading, Derivatives, Trading Systems, Commodity, Finance, Financial Markets, Equities, Fixed Income, Hedge Funds, FX Options, Alternative Investments, Bloomberg, Capital Markets, Series 7, Investments, Market Data, Equity Trading, Securities, FINRA, Currency, Proprietary Trading
Education
DePaul University 1989 — 1991
State Farm Insurance- New Canaan 2003 - Present
Barclays Capital 2002 - 2003
ABN AMRO Bank 1998 - 2002
RBS Greenwich Capital 1991 - 1998
Manufacturers Hanover Trust 1987 - 1991
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, FINANCE, RISK MANAGEMENT
Saint Lawrence University 1978 — 1982
BS, CHEMISTRY
St. Joseph's Collegiate Institute
Barclays Capital 1984 - 1997
Education
Drew University 1953 — 1957
A.B. Magna cum Laude, English Literature (British and Commonwealth)
Citi Group September 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers April 1997 - September 2008
Bell Labs March 1991 - April 1997
Skills
IT Management
Education
New Jersey Institute of Technology 1989 — 1991
MS, Computer Science
Delhi University 1983 — 1987
B Tech, Mechanical Engineering
Bain & Company August 2013 - August 2014
Bain & Company February 2012 - August 2013
Goldman Sachs July 2011 - January 2012
Wall St. Cheat Sheet August 2010 - May 2011
Goldman Sachs June 2010 - August 2010
Barclays Capital June 2009 - August 2009
Captain Marden's Table & Takeaway July 2005 - August 2007
Skills
Economics, Corporate Finance, Entrepreneurship, Financial Modeling, Valuation, Investment Banking, Emerging Markets, Strategic Consulting, Mergers & Acquisitions, Private Equity
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Duke University 2007 — 2011
B.S., Graduation with Distinction in Economics
Mount Alvernia High School
MetLife Investments July 2015 - Present
OppenheimerFunds July 2013 - July 2015
Morgan Stanley April 2012 - July 2013
Barclays Capital June 2010 - April 2012
Deloitte July 2001 - May 2010
Skills
Business Analysis, SDLC, Business Intelligence, IT Strategy, Requirements Gathering, Data Warehousing, PMO, Change Management, Process Improvement, Fixed Income, Business Requirements, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Global Business, Management
Drexel University - College of Business and Administration 1998 — 2001
Bachelor of Science (BS), Management Information Systems and Services
Maestro Technologies, Inc. September 2004 - Present
State of Connecticut Judicial Branch (CSSD) April 2014 - Present
Huxley 2013 - 2015
Huxley 2013 - 2015
BPA Worldwide January 2014 - April 2014
Neopost July 2012 - December 2013
GMO Inc November 2011 - June 2012
PPL Corporation February 2011 - November 2011
Barclays Capital January 2010 - December 2010
Fidelity Investments July 2007 - December 2009
Skills
SDLC, ASP.NET, .NET, C#, Web Application Design, LINQ, WinForms, Visual Studio, Visual Studio Team..., VB.NET, RIA, Entity Framework, JavaScript, jQuery, jQuery UI, SOA, WCF Services, Web Services, XML, RDBMS, PL/SQL, Oracle, SQL Server Management..., T-SQL, Design Patterns, Agile Methodologies, Requirements Gathering, Requirements Analysis, Functional Requirements, Distributed Team..., Resource Management, Team Leadership, Software Development, ASP.NET MVC, Databases, Visual Basic
Education
Delhi University 1996 — 2000
B. Comm, Commerce
Mira Model Sr. Secondary School 1985 — 1996
High School, Primary Education
REDI Global Technologies January 2015 - Present
Trading Technologies March 2010 - January 2015
Trading Technologies March 2006 - March 2010
Rolfe & Nolan January 2004 - March 2006
Rolfe and Nolan March 2001 - January 2004
Barclays Capital April 1998 - January 2001
Credit Agricole 1994 - 1996
Index Futures Group 1994 - 1994
SMBC Nikko Securities America 1991 - 1994
Skills
Equity Trading, Trading Systems, FX Options, Electronic Trading, Technical Analysis, SDLC, Back Office, Options, Derivatives, Financial Markets, Equity Derivatives, Market Data, Exchange Connectivity, Low Latency, Trading, Fixed Income, Commodity, Equities, Middle Office, Trading Strategies, Hedge Funds, FX trading, Trading System, Bloomberg, Commodity Markets, Foreign Exchange, Interest Rate..., Swaps, Bonds, Prime Brokerage
Education
DePaul University 1990 — 1993
Bachelor, Finance
Macquarie Group January 2012 - Present
Barclays Capital July 2010 - December 2011
Apollo Global Management LLC May 2008 - July 2008
Education
Duke University 2006 — 2010
B.S., Economics
London School of Economics and Political Science 2008 — 2008
Economics
Wells Fargo Advisors January 2015 - Present
J.P. Morgan August 2013 - August 2014
Credit Suisse May 2012 - May 2013
Royal Bank of Canada Capital Markets, LLC July 2009 - November 2011
Morgan Joseph TriArtisan LLC October 2007 - April 2009
Barclays Capital October 2006 - September 2007
Instinet Incorporated February 2000 - April 2006
Skills
Risk Management, Compliance Management, Business Process..., Business Recovery..., Relationship Development, Budget Oversight, Project Delivery, Cost Reduction..., Influential, Cross-functional Team..., Inter-personal, Budgets, Software Documentation, Management, Change Management, Leadership, Project Management, Financial Services, Banking, Process Improvement, Social Influence
Education
Dowling College
MBA, Banking & Finance
Cisco Systems March 2013 - Present
Barclays Capital June 2012 - August 2012
Rensselaer Polytechnic Institute August 2011 - May 2012
Nomura India Services Pvt Ltd. August 2009 - July 2011
Tech Mahindra September 2006 - August 2009
Skills
Core Java, Unix, SQL, JSP, Struts, Eclipse, JavaScript, Oracle, Java, Spring, HTML, Agile Methodologies, AJAX, C++, XML, Unix Shell Scripting, PL/SQL, JUnit, Spring Framework, Shell Scripting, Matlab, Sybase, Python
Education
Rensselaer Polytechnic Institute 2011 — 2013
Master Of Science, Information Technology and Web Sciences
Dharmsinh Desai Institute of Technology 2002 — 2006
Bachelor of Engineering, Information Technology
Barclays Capital July 2012 - Present
Barclays Capital-Sales & Trading Internship June 2011 - August 2011
Barclays Capital 2011 - 2011
Voras Capital Management May 2010 - July 2010
Vorás Capital Management, LP May 2010 - June 2010
Blue Star Camps May 2009 - July 2009
Blue Star Camp May 2009 - July 2009
Tri State Consumer Insurance June 2008 - August 2008
TSC Direct May 2008 - July 2008
Skills
Interest Rate Swaps, Interest Rate..., Fixed Income, Interest Rate Hedging, Municipalities, Public Finance, Financial Structuring, Interest Rate Risk..., Investments, Alternative Investments, Structured Investments, Options, Microsoft Excel, Capital Markets, Financial Modeling, Bloomberg, PowerPoint, Microsoft Word, Portfolio Management, Swaps
Education
Duke University 2008 — 2012
B.S., Economics, Concentration in Finance
Duke University 2008 — 2012
Bachelor of Science (B.S.), Economics; Finance
London School of Economics 2010 — 2010
Jericho High School 2004 — 2008
CA Technologies September 2011 - Present
Barclays Capital January 2011 - September 2011
American Express April 1997 - June 2009
Education
DeVry University
Barclays Capital November 2006 - Present
Deutsche Bank August 2004 - 2006
Merrill Lynch November 1997 - 2002
Skills
Investment Banking, High Yield, Capital Markets, LBO, Private Equity, Equities, Financial Structuring, Corporate Finance, Hedge Funds, Valuation, Fixed Income, Alternative Investments
Education
University of Virginia School of Law 1991 — 1994
JD, Law
Duke University 1986 — 1990
AB, Political Science
Barclays Capital July 2003 - February 2011
Barclays Capital July 2003 - January 2011
ALPHANET SOLUTIONS / CIBER INC August 1997 - June 2003
Skills
Data Center, Networking, Troubleshooting, VoIP, Servers, Operating Systems, Avaya, Switches, Software Installation, Printers, Laptops, HP, XP, Blackberry, Hardware, Blackberry Enterprise..., Desktop Computers
Education
Dover Business College 1995 — 1997
Computer Sience
Barclays Capital 2003 - Present
Barclays Bank PLC March 2001 - September 2003
Barclays April 1999 - March 2001
Hyder Consulting 1993 - 1997
Skills
Investment Banking, Fixed Income, Risk Management, Equities, Financial Risk, Derivatives, Structured Products, Credit Risk, AML, Capital Markets
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Plymouth University 1989 — 1993
BA, Business Studies
The Blackstone Group March 2014 - Present
Brownstone Investment Group January 2012 - February 2014
UBS August 2009 - December 2011
Barclays Capital May 2006 - October 2008
Goldman Sachs August 1996 - May 2006
Merrill Lynch August 1992 - August 1994
Skills
Fixed Income, Hedge Funds, Series 7, Equities, Electronic Trading, Financial Modeling, Trading, Trading Systems, Series 63, Bonds, Securities, Capital Markets, Alternative Investments, Investment Banking, Emerging Markets, Bloomberg, Derivatives, Valuation, Private Equity, Portfolio Management
Education
Anderson School at UCLA 1994 — 1996
Master of Business Administration (MBA), Finance, General
Duke University 1988 — 1992
Bachelor of Arts (B.A.), Economics