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
PwC September 2015 - Present
Grant Thornton LLP December 2011 - September 2015
Barclays Capital October 2008 - December 2011
EY September 2005 - October 2008
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy, and Entrepreneurship & Social Innovation
Pace University 2001 — 2005
Bachelor of Business Administration (BBA), Public Accounting
S&P Capital IQ March 2013 - Present
Auriga USA, LLC September 2011 - June 2012
CapStone Investments February 2011 - August 2011
Standard & Poor's January 2009 - March 2011
DellaCamera Capital Management April 2007 - January 2008
Raymond James Financial April 2003 - January 2007
Scotia Capital February 2001 - August 2002
Barclays Capital April 1998 - February 2001
Barclays Capital June 1993 - April 1998
Moody's June 1988 - June 1993
Skills
Fixed Income, Equities, Portfolio Management, Bonds, Investments, Trading, Investment Strategies, Equity Research, High Yield, Technical Analysis, Equity Trading, Equity Valuation, Valuation, Credit Risk, Investment Management, Asset Allocation, Fundamental Analysis, Trading Strategies, Analysis, Chartered Financial..., Relative Value, Consumer Products, Asset Managment, Fixed Income Analysis, Retail, Modeling, Food & Beverage, Restaurants, Financial Markets, Asset Management, Securities, Mutual Funds, Capital Markets
Education
Pace University - Lubin School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Delaware - Lerner College of Business and Economics 1984 — 1988
BS, Business Administration - Finance
Standard Chartered Bank November 2011 - Present
Barclays Capital November 2009 - November 2011
Deutsche Bank 2004 - October 2009
Deutsche Bank 2004 - 2009
Skills
Collateral Management, Fixed Income, Derivatives, Investment Banking, Equities
Education
Pace University-Pleasantville/Briarcliff Campus 1998 — 2001
BA, Business Management
The Global Poverty Project July 2014 - Present
Intralinks January 2014 - July 2014
Intralinks July 2013 - December 2013
Booz Allen Hamilton May 2011 - April 2013
Dragon Alliance January 2011 - February 2011
Barclays Capital June 2009 - August 2009
Trevanna Post, Inc. June 2008 - August 2008
Advanced Veterinary Technologies, Inc. June 2007 - August 2007
Fells Brook Bath & Tennis Club June 2005 - August 2006
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Analysis, Government, Management Consulting, Strategic Planning, PowerPoint, Proposal Writing, Process Improvement, Public Speaking, Superior Client Service, Sales, Marketing, Data Analysis, Budgets, Leadership, Management, Social Media, Event Planning, Social Media Marketing, Business Development
Education
Penn State University 2006 — 2010
Finance, International Business, Spanish
Universidad de Sevilla 2009 — 2009
Minor in Spanish, European Union, Andalucian Culture, Spanish Film
Montclair Kimberley Academy 2002 — 2006
ICAP November 2011 - Present
ICAP June 2011 - November 2011
Junior Achievement of New York September 2010 - May 2011
ICAP June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
UBS Wealth Management May 2009 - September 2009
UBS Wealth Management January 2009 - May 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers September 2007 - September 2008
Skills
Liquidity, Market Analysis, Currency, FX, Financial Markets, Series 7, Bloomberg, Excel, FX Options, Financial Modeling, Microsoft Excel, Portfolio Management, Investments
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance
New York University - Leonard N. Stern School of Business 2009 — 2009
Study Abroad, Finance
University of London 2009 — 2009
Study Abroad, Finance
Tenafly High School 2003 — 2007
Traiana September 2014 - Present
Traiana March 2012 - August 2014
Merrill Lynch May 2010 - April 2011
Barclays Capital August 2007 - December 2008
Education
Pace University - Lubin School of Business 2003 — 2008
BBA, Finance & Economics
World Bank Group October 2015 - Present
Citi October 2014 - September 2015
Johns Hopkins University January 2014 - April 2014
Barclays Capital June 2012 - August 2012
National University Student Innovation Program May 2009 - May 2011
BNY Mellon September 2010 - November 2010
The Sinoway Investment Corporation June 2009 - July 2009
Skills
Valuation, Mandarin, Financial Analysis, Chinese, Microsoft Excel, Portfolio Management, Eviews, Bloomberg Terminal, Data Analysis, SPSS, Bloomberg, Equity Research, Equities, Finance, Investment Banking, Investments, Mergers & Acquisitions, Corporate Finance, Analysis, Economics, Market Research
Education
The Johns Hopkins University 2013 — 2014
Master's Degree, Finance, General
Queen's University 2013 — 2013
Exchange Student, Business Administration and Management, General
Peking University 2011 — 2013
Master of Science (M.S.), Finance, 3.78
Renmin University of China 2007 — 2011
Bachelor of Science (B.S.), Economics, 3.86
Spencer Stuart March 2015 - Present
Fortress Investment Group August 2011 - August 2013
Barclays Capital August 2010 - August 2011
Paramount BioSciences/ Opus Point Partners September 2009 - July 2010
Ober Onet & Associates May 2008 - September 2009
Preservation Foundation of Palm Beach 2007 - 2008
Education
Palm Beach Atlantic University 2002 — 2006
BA, Psychology/ Sociology
London Study Semester
Art/Philosophy
Riverview High School
First Republic Bank June 2014 - Present
Barclays Capital June 2004 - June 2014
BNP Paribas July 2001 - June 2004
Skandinaviska Enskilda Banken July 1993 - July 2001
Skills
ITIL, IT Service Management, IT Strategy, Active Directory, Governance, IT Security Policies, IT Security Operations, IT Security Best..., Desktop Environment, Desktop Computers, Remote Desktop, Remote Access, Secure Remote Access, Projects, Project Management, Project Planning, Project Managers, PMP, IT Management, Vendor Management, Disaster Recovery, Cross-functional Team..., Leadership, Single Sign On, PMO, Infrastructure, Management, Project Portfolio..., SDLC, System Deployment, Project Delivery, Team Leadership, Process Improvement, Service Delivery, Information Technology, IT Operations, Business Analysis, Outsourcing, Stakeholder Management, Integration, Software Project..., Resource Management, Requirements Analysis, Offshoring, Incident Management, Release Management, Information Security..., Information Security, Business Process, Service Management
Education
Pace University - Lubin School of Business
BBA, Information Systems
Madison Logic November 2012 - Present
Social Shark, Inc. April 2010 - March 2013
Wells Fargo Advisors, LLC March 2007 - November 2012
Barclays Capital July 2006 - March 2007
AllianceBernstein June 2005 - July 2006
Skills
Sales, Investment Strategies, Entrepreneurship, Marketing Strategy, Lead Generation, Content Marketing, Social Media, Content Syndication, Product Development, Social Media Marketing, Networking, Social Networking, Online Lead Generation, Demand Generation, Cold Calling, Sales Operations, B2B, Investments, Advertising, Salesforce.com, Portfolio Management, Marketing, Analytics, Email Marketing, Bloomberg, Online Advertising, CRM, Business Development
Education
Pennsylvania State University 2001 — 2005
BS, Psychology with Business Option, 3.71
East Brunswick High School 1997 — 2001
Barclays Capital May 2012 - Present
Royal Bank of Scotland June 2010 - May 2012
CSC August 2007 - June 2010
Skills
Electronic Trading, FIX, Fidessa, Quality Assurance, SQL, Unix, Business Requirements, Equities, Requirements Gathering, SDLC, User Acceptance Testing, Business Analysis, Functional..., Requirements Analysis, Stakeholder Management, Software Project..., Testing, Middle Office, System Testing, Test Planning, Regression Testing, Order Management, Exchange Connectivity, Agile Project Management, Quality Center, Market Data, Investment Banking, Derivatives, Equity Derivatives, Sybase
Education
Panjab University
Master of Computer Applications (MCA), Computer Science
Panjab University
Bachelor of Commerce (B.Com.), Commerce
SS&C GlobeOp August 2013 - Present
Barclays Capital June 2012 - December 2012
Credit Suisse Americas November 2007 - March 2012
Merrill Lynch November 2004 - October 2007
The Bank Of New York June 2001 - November 2004
Skills
Credit, Middle Office, Settlements, CDS, Credit Derivatives, CDO, Structured Products, Bloomberg, Fixed Income, Derivatives
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, International Business
Baruch College 1997 — 2001
BBA, Finance
Lycee Alexandre Dumas 1990 — 1996
Baccalaureat Francais, Sciences Economiques
Stifel Nicolaus April 2012 - Present
Barclays Capital September 2007 - August 2011
Barclays Capital March 2004 - September 2007
Barclays Capital November 2000 - March 2004
PRUDENTIAL SECURITIES January 1983 - January 2000
Prudential Securities 1996 - 1998
Prudential Securities 1980 - 1983
Skills
Middle Office, Client Service, Fixed Income, Series 63, Corporates, Series 7, Bonds, Bloomberg, Emerging Markets, CMBS, CDS, MBS, FX
Education
Pace University 1979 — 1982
B.A., Marketing
RBC Capital Markets October 2010 - Present
Largo, Inc. March 2000 - August 2014
Barclays Capital March 2010 - May 2010
Shell Energy North America February 2009 - October 2009
Credit Suisse July 2005 - December 2008
Goldman Sachs April 2000 - April 2004
i-Deal LLC 2004 - 2004
Chase Investment Services Corp. 1999 - 2000
American Stock Exchange May 1997 - April 1999
Skills
Project Management, Business Analysis, Business Strategy, New Business Development, Business Process..., Test Case Generation, Commodity Markets, Energy Derivatives, Capital Markets, Business Process..., New Product..., Trading Systems, Derivatives, Software Development, SDLC, Commodity, Risk Management, Equities, Strategy, Financial Risk, Portfolio Management, Valuation, Requirements Gathering, Swaps
Education
Pace University - Lubin School of Business 1996 — 1999
MBA
Pace University - Lubin School of Business 1992 — 1996
BBA
1234 1981 — 1991
Goldman Sachs January 2010 - Present
Barclays Capital August 2008 - September 2009
Lehman Brothers May 2007 - August 2007
Wipro Technologies August 2004 - June 2006
Skills
Business Analysis, SDLC, Equities, Investment Banking, Requirements Analysis, Derivatives, Fixed Income, Equity Derivatives
Education
Penn State University 2006 — 2008
Master of Sciences, Computer Science
JPMorgan Chase & Co. September 2013 - Present
Barclays Capital February 2011 - September 2013
Citi Group January 2010 - February 2011
UBS Investment Bank 2008 - December 2009
Deutsche Bank Prime Brokerage- FX trading December 2007 - August 2008
Lehman Brothers August 2006 - November 2007
Deutsche Bank October 2005 - August 2006
Goldman Sachs August 2004 - October 2005
Education
Penn State University 1998 — 2000
MS, Computer Engineering
EY May 2014 - Present
Cognizant Technology Solutions December 2010 - May 2014
Travelers July 2013 - December 2013
American Express December 2010 - June 2013
Barclays Capital March 2010 - November 2010
Bloomberg October 2009 - March 2010
Knowledge Investment Partners March 2008 - August 2009
WILO SE August 2004 - August 2007
Tata Motors June 2000 - June 2000
Skills
Financial Analysis, Risk Management, Capital Markets, Equity Research, Investment Banking, Analysis, Financial Markets, Portfolio Management, Financial Modeling, Credit Risk, Analytics, Valuation, Corporate Finance, Fixed Income, Derivatives, Basel II, Emerging Markets, Private Equity, SAS, Economic Capital, SQL, Business Analysis, Project Management, Liquidity Risk
Education
Pace University 2007 — 2009
MBA, Finance
University of Pune 2001 — 2004
BE, Mechanical Engineering
Burch Creative Capital July 2013 - Present
jane December 2008 - Present
EquaLife Group April 2013 - June 2013
viagogo February 2013 - May 2013
Barclays Capital February 2010 - August 2012
Lehman Brothers 2008 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Business Strategy, Retail, Store Operations, Brand Developement, Brand Development, Management, Marketing, Mergers & Acquisitions, Competitive Analysis, Mandarin, Emerging Markets, E-commerce, Sourcing, Strategy, Private Equity, Venture Capital
Education
University of Pennsylvania 2005 — 2008
BA, East Asian Studies, Cum Laude
Peking University 2008 — 2008
School of Oriental and African Studies, U. of London 2007 — 2007
The Hotchkiss School 2003 — 2005
FirstBank December 2014 - Present
Generation Mortgage Co. August 2011 - November 2014
Advanced Funding Solutions, Inc. May 2009 - August 2011
SmartStream Technologies November 2007 - May 2009
CorrectNet, Inc. April 2006 - November 2007
Senior Funding Group October 2003 - April 2006
Citigroup October 1999 - September 2003
DTCC April 1998 - October 1999
Barclays Capital June 1988 - April 1998
Manufacturers Hanover Trust 1986 - June 1988
Education
The College of William and Mary
BBA, Finance, Classical Studies
Pace University - Lubin School of Business 1992 — 1993
Master of Business Administration (M.B.A.), cum laude
Barclays Capital 2012 - Present
Seagull Securities Consulting, Inc. February 2009 - Present
The Shareholder Forum November 2011 - July 2012
DTCC June 1977 - 2009
Depository Trust Company June 1972 - 2009
Skills
Trading Systems, Asset Managment, Project Management, Corporate Actions, Securities, Training, Management, Compliance, Product Development, Financial Risk, Team Building, Back Office, Financial Analysis, Middle Office, Capital Markets, Financial Services, Strategic Planning, Business Strategy, Leadership, Vendor Management, Process Improvement, Mentoring, Contract Negotiation, New Business Development, Portfolio Management, Strategy, Settlement, Relationship Management, Mergers, Investment Banking, Investments, Equities, Business Process..., Consulting, Bloomberg, Mutual Funds, Banking, Finance, Financial Markets, Trading, Fixed Income, Asset Management, Bonds, Mergers & Acquisitions, Risk Management
Education
Pace University - Lubin School of Business
Business ADMIN
Xaverian High School 1968 — 1972
Societe Generale April 2013 - Present
Scotiabank April 2012 - April 2013
RBC Capital Markets October 2007 - March 2012
WaMu September 2006 - September 2007
Barclays Capital June 2004 - September 2006
ABN AMRO 2001 - 2004
Skills
Middle Office, MBS, Electronic Trading, Rates, Capital Markets, Derivatives, Bonds, Options, Fixed Income, Cash Management, Trading Systems, Trading, FX Options, Operational Risk, Bloomberg, Financial Markets, Interest Rate..., Settlement, Structured Products, ABS, Back Office, Market Risk, Securities, Banking, Investment Banking
Education
Penn State University 1996 — 2000
B.S., Management
University of Scranton
Master of Business Administration (MBA)
BNP Paribas August 2008 - Present
Dubai Investment Group July 2007 - June 2008
Lehman Brothers October 2005 - March 2007
ABN AMRO October 2004 - October 2005
Barclays Capital July 1998 - October 2004
Skills
Analysis, Equities, Equity Derivatives, Finance, Forecasting, Financial Reporting, Investment Banking, Management, Microsoft Excel, Banking, Capital Markets, Derivatives, Financial Analysis, Financial Modeling, Risk Management
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Accounting
Barclays Investment Bank March 2015 - Present
Barclays Capital October 2009 - March 2015
Deutsche Bank August 2005 - October 2009
Credit Suisse April 1997 - August 2005
Skills
Investment Banking, Finance, Fixed Income, Bloomberg, Equities, Securities
Education
Pace University - Lubin School of Business 1994 — 1998
BBA, Accounting Information Systems
Fitch Ratings January 2011 - Present
National Public Finance Guarantee Corp. 2008 - 2010
MBIA Insurance Corporation 2006 - 2008
MBIA Insurance Corporation 2004 - 2006
MBIA Insurance Corporation 1999 - 2004
Barclays Capital 1996 - 1999
Barclays Capital 1991 - 1996
Citibank, N.A. 1981 - 1991
Education
Purchase College, SUNY 2010 — 2011
Fundraising and Board Development
Pace University
BA, Economics
S&P Capital IQ 2013 - Present
Barclays Capital June 2006 - December 2013
Lehman Brothers March 2005 - June 2006
NYU School of Medicine August 2002 - March 2005
Viatronix May 2001 - August 2002
Skills
Fixed Income, Sybase, C++, Derivatives, Java, SQL, Trading Systems, Business Analysis, Unix, Investment Banking, Equities, SDLC, Project Management, Leadership, Software Development, Credit Derivatives, Agile Methodologies, Market Data, Capital Markets, Software Project...
Education
Stony Brook University
Master's Degree, Computer Science
Pandit Ravishankar Shukla University 1996 — 2000
Bachelors, Engineering
Jawaharlal Nehru Higher Senior Secondry School, Bhopal, India
Delhi Public School - Haridwar
Bridgewater Associates July 2014 - July 2015
GFI Group September 2010 - June 2014
Barclays Capital October 2009 - August 2010
GFI Group June 2006 - October 2009
Bloomberg January 2004 - June 2006
Comstock/Interactive Data March 2003 - December 2003
The Sporn Group June 2000 - May 2002
Tempest Software November 1999 - June 2000
Pantone, Inc. January 1999 - November 1999
Live Picture September 1995 - December 1998
Skills
JavaScript, XML, C++, Perl, AJAX, OOAD, User Interface, Trading Systems, Java, Real-time Programming, UML, Spring, Software Development, Databases, Web Applications, Best Practices, Software Engineering, C#, Design Patterns, .NET, C, JSON, SDLC, Requirements Analysis, PL/SQL, Software Design, Electronic Trading, Multithreading, Architecture, Agile Methodologies, Integration, Ruby, SOA, Scrum, WPF, Unix, Web Services, Java Enterprise Edition, Algorithms, Architectures
Education
Parsons School of Design 1981 — 1982
Photography BFA Program
The Hebrew University 1977 — 1978
Ancient Semitic Languages
Walnut Hills High School
Coastal Properties Development January 2015 - Present
Barclays Capital June 1996 - November 2014
Education
Pace University-Pleasantville/Briarcliff Campus 1976 — 1980
Knowledgent March 2014 - Present
CT Corporation, a Wolters Kluwer company September 2009 - December 2013
J.H. Cohn LLP April 2009 - June 2009
Barclays Capital May 2007 - March 2009
Lehman Brothers May 2007 - March 2009
Bloomberg L.P. May 2004 - May 2007
UBS 1998 - 2004
McKinsey & Company November 1988 - July 1998
Skills
Data Warehousing, Data Warehouse..., Dimensional Modeling, ETL, Microsoft SQL Server, Business Objects, SSIS, SQL Server 2000-2008, Oracle, Business Intelligence, Informatica, Business Intelligence..., Databases, Requirements Analysis, Collibra, Business Analysis, Data Governance, Software Project..., OLAP, Essbase, Sybase, Analysis Services, SDLC, Enterprise Software, SSAS
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
Pace University - Lubin School of Business
BBA, Management Information Systems
McKinsey & Company December 2011 - Present
iNotion March 2001 - Present
Barclays Capital May 2006 - December 2011
Authentidate May 2004 - December 2006
CIT November 2003 - May 2006
Tiffany August 2003 - November 2003
TIAA-CREF February 2003 - June 2003
Medical Economics May 2002 - October 2002
Paxonix October 2001 - January 2002
Logical Design Solutions March 2001 - September 2001
Skills
F5 BigIP, Load Balancing, Application Delivery..., Infoblox, DNS, DHCP, IP Addressing, Checkpoint, Fortinet, Firewalls, VPN, Juniper, Network Security
Education
Penn State University 1991 — 1995
Bachelor of Business Administration, Management Information Systems
Wells Fargo February 2012 - Present
Credit Suisse August 2008 - February 2012
Credit Suisse First Boston August 2008 - January 2011
Barclays Capital November 2007 - August 2008
Bear Stearns February 2007 - October 2007
Barclay's Capital July 2006 - February 2007
Bear Stearns May 2005 - February 2006
EA 2004 - 2005
Computer Sciences Corporation 2000 - 2004
UBS 1988 - 1996
Education
Pangbourne College
Penn State University
Bsc, Geophysics
Barclays Capital 2007 - Present
BARCLAYS CAPITAL INC. 2004 - 2007
Forrest Edwards Group, LTD 2001 - 2004
ZELLER TUXEDO AND LIMOUSINE 1997 - 2001
ZELLER TUXEDO AND LIMOUSINE 1994 - 1997
THIS END UP - Melville Corp. 1990 - 1993
Education
Pace University 1988 — 1992
Bachelor of Business Administration, Marketing/Retail Management
Deutsche Bank Securities January 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers August 1988 - September 2008
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Corporate Finance
St. Francis College 1977 — 1981
BS, Accounting
St. Francis College 1977 — 1981
Morgan Stanley February 2015 - Present
Barclays Capital December 2009 - January 2015
Babson Capital Management August 2005 - September 2009
Radian Asset Assurance November 2001 - July 2005
Providian Financial May 2001 - November 2001
Deutsche Bank May 1997 - April 2001
Bank of America May 1995 - November 1997
Skills
Fixed Income, Derivatives, Structured Products, Trading, ABS, Credit Risk, Financial Modeling, Capital Markets, Portfolio Management, Investments, Risk Management, Investment Banking, Hedge Funds
Education
University of Chicago 1989 — 1995
Ph.D.
Peking University 1985 — 1989
BS
PTS Consulting 2013 - Present
ThruPoint 2011 - 2012
Citihub 2009 - 2011
Barclays Capital 2002 - 2008
Cablevision 2000 - 2002
UBS 1994 - 2000
Goldman Sachs 1990 - 1994
Education
Pace University
BS
Barclays Capital 2011 - Present
Barclays Capital 2009 - 2011
UBS Investment Bank January 1999 - November 2008
UBS Investment Bank November 1992 - January 1999
BNY Mellon May 1987 - October 1992
Education
Pace University-New York
St Francis Prep
JPMorgan Chase April 2014 - Present
State Farm June 2011 - April 2014
Barclays Capital September 2008 - April 2011
Lehman Brothers May 1983 - September 2008
Education
Hofstra University-Zarb School of Business
BBA, Accounting - Zarb School of Business
Pace University - Lubin School of Business
MBA, Financial Management
Barclays Capital October 2007 - Present
CUPS Frozen Yogurt May 2014 - January 2015
Skills
Analytical Skills, Multi Tasking, Customer Service, Organization &..., Communication, Work Ethic, Training
Education
Saint Peter's University 2006 — 2008
MBA, International Business/ Finance
Pace University - Lubin School of Business 1999 — 2003
BBA, Management
VelocityIR.com February 2009 - Present
Barclays Capital February 2004 - December 2008
Grant Thornton UK LLP June 1993 - November 2003
BDO LLP May 1991 - May 1994
Education
Penn State University 1986 — 1990
Masters, Accounting & Finance
Barclays October 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Lehman Brothers March 2004 - May 2007
JPMorgan Chase May 2003 - August 2003
Skills
Bloomberg Terminal, Excel, PowerPoint, Word, Access, Project Management, Clearwell, Discovery Accelerator, Due Diligence, Business Analysis, Finance, Investment Banking, Microsoft Excel, Bloomberg, Corporate Finance, Financial Analysis, Microsoft Word
Education
Pace University - Lubin School of Business 2004 — 2008
Magna Cum Laude; Bachelors of Business Administration
Barclays Capital January 2010 - Present
UBS Investment Bank April 2007 - May 2009
Skills
Prime Brokerage, Equities, Hedge Funds, Bloomberg, Fixed Income, Investments, Standards Compliance, Government Bonds, US Treasuries, Trade Compliance, Complaince, Investment Banking
Education
Pace University
Finance, Finance/Economics
Tishman Speyer January 2013 - Present
Barclays Capital September 2008 - January 2013
Lehman Brothers August 2005 - September 2008
Jordache Enterprises August 2002 - June 2005
Skills
Microsoft Word, Calendars, Spreadsheets, Concur, Microsoft Excel, PowerPoint, Outlook, SAP, Travel, Expenses
Education
CW Post (Long Island University) 2000 — 2002
Bachelor of Fine Arts, Graphic Design
Penn State University 1998 — 2000
Grodsky Caporrino & Kaufman LLP August 2013 - Present
Barclays Capital April 2011 - July 2013
Deloitte September 2005 - April 2011
Skills
Corporate Tax, Tax, Tax Preparation, Internal Controls, Accounting, User Acceptance Testing
Education
Pace University - Lubin School of Business 2006 — 2010
MBA, Management
Pace University - Lubin School of Business 2001 — 2005
BBA, Accounting
JPMorgan April 2010 - Present
Bank of America June 2009 - October 2010
Barclays Capital September 2007 - January 2009
JPMorgan August 1997 - September 2007
Fischer Francis Tree and Watts November 1996 - August 1997
The Frustum Group September 1989 - November 1996
GDK Systems May 1985 - September 1989
Marine Midland 1982 - 1984
Education
Pace University 1979 — 1982
Bachelor Business Administration, Management and Information Technology
Mizuho Bank, Ltd. - Americas Division November 2014 - Present
John Dunham and Associates January 2008 - Present
Halcyon Asset Management April 2013 - May 2014
Nomura Securities February 2011 - March 2013
Chiron Business Solutions July 2009 - December 2012
Citi Group May 2010 - January 2011
UBS September 2009 - May 2010
NYC FISA May 2009 - September 2009
Barclays Capital April 2006 - December 2008
JPMorgan Chase May 2004 - April 2006
Skills
VBA, Fixed Income, Derivatives, Microsoft SQL Server, Business Analysis, Requirements Analysis, Program Management, Equities, Project Management, Databases, Portfolio Management, SDLC, Leadership, Vendor Management, PMP, SQL
Education
Fairleigh Dickinson University-Metropolitan Campus 1990 — 1991
MBA
Fairleigh Dickinson University-Metropolitan Campus 1987 — 1990
BS
Penn State University 1981 — 1986
Barclays Capital September 2008 - Present
Lehman Brothers Inc. February 1987 - September 2008
Skills
Middle Office, Prime Brokerage, Fixed Income, Derivatives, Equities, Trading Systems, Hedge Funds, Capital Markets, Electronic Trading, Equity Derivatives, Trading, Investment Banking
Education
Pace University - Lubin School of Business
Royal Bank of Scotland July 2014 - Present
Hockeybuzz 2005 - Present
Rotowire August 2002 - Present
Roto Sports, Inc. 2002 - Present
Royal Bank of Scotland July 2013 - June 2014
Royal Bank of Scotland April 2012 - June 2013
Jefferson Wells July 2011 - April 2012
Barclays Capital October 2007 - June 2011
Baseball Digest Daily 2006 - 2008
UBS 2004 - 2007
Skills
Risk Management, Auditing, Internal Audit, Financial Modeling, Financial Services, Financial Analysis
Education
Pace University - Lubin School of Business 1996 — 2000
MBA, Investment Finance
Yeshiva University 1985 — 1990
Bachelor of Science, Accounting
Barclays Capital September 2011 - Present
Barclays Capital August 1998 - August 2011
Skills
Credit Derivatives, Structured Products, Middle Office, Derivatives, Interest Rate..., Fixed Income, Investment Banking, Prime Brokerage, Swaps, Equity Derivatives, Capital Markets, Securitization, CDS, Trading Systems, FX Options, Bloomberg, Trading, Market Risk, Settlement, Electronic Trading, Options, Equities, Financial Markets, Product Control, Collateral Management, Hedge Funds, Bonds, Back Office, Commodity, Structured Finance, Dodd-Frank, Operational Risk, Securities Lending, Risk Management, Dodd Frank Reporting, Derivative Regulatory...
Education
Pace University
Barclays Capital Senior Vice PresidentSalomon BrothersJanuary 1983 - January 1999
Education
Pace University - Lubin School of Business 1984 — 1988
MBA, Finance
Cisco Systems August 2012 - Present
Cisco Systems March 2010 - July 2012
Barclays Capital September 2008 - March 2010
Lehman Brothers February 2001 - September 2008
Deutsche Bank June 1999 - February 2001
Bankers Trust 1983 - June 1999
Skills
Consulting, Vendor Management, Outsourcing, Forecasting, Finance, Market Data, Investment Banking, Business Analysis, Program Management, Process Improvement, Integration, Risk Management, Contract Negotiation, Telecommunications, Strategic Sourcing, Budgets, Business Process..., Data Center, Business Process, Cisco Technologies, IT Strategy, Project Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, FINANCE
Pace University 1979 — 1983
BBA, MIS - Management Information Systems
Barclays May 2015 - Present
Citi January 2013 - May 2015
Home Owner 2010 - 2015
Home Owner 2010 - 2015
Barclays Capital February 2011 - December 2012
Barclays Capital September 2008 - February 2011
Lehman Brothers September 2006 - 2008
Deutsche Bank 2004 - 2006
Skills
Investment Banking, Equities, Capital Markets, Vendor Management, Financial Analysis, Corporate Finance, Fixed Income, Derivatives, Finance, Bloomberg, Business Analysis
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Nomura Securities April 2010 - Present
Barclays Capital April 2009 - April 2010
Merrill Lynch June 2008 - December 2008
Interwoven May 2007 - June 2008
Credit Suisse June 2001 - March 2007
Skills
Fixed Income, Prime Brokerage, Equities, Wealth Management, Derivatives, Trading Systems, Back Office
Education
Pace University - Lubin School of Business
MS, Business & Information Systems
Barclays Capital October 2009 - Present
Bear Stearns September 2004 - October 2008
Lehman Brothers December 1998 - September 2004
MCI International July 1995 - December 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Derivatives, Equities, Finance, Financial Modeling, Investment Banking, Tax Accounting, Valuation, Commodity Risk..., Financial Analysis, Fixed Income
Education
Pace University - Lubin School of Business
BBA, Finance
Barclays Capital May 2010 - Present
Calyon November 2009 - April 2010
MJF Telecommunications February 2009 - October 2009
Citibank February 2008 - December 2008
Merrill Lynch March 2007 - February 2008
Morgan Stanley March 2006 - March 2007
JPMorgan Chase 1998 - 2006
Bankers Trust Company 1997 - 1998
Education
Pace University
St. Johns Graduate Scool of Business
Deutsche Bank July 2011 - Present
Barclays Capital November 2009 - January 2011
Barclays Capital 1998 - January 2011
Barclays Capital January 2009 - December 2009
Barclays Capital January 2008 - December 2008
Barclays Capital January 2006 - January 2008
FFTW January 1996 - January 1997
AIG Trading Group January 1995 - January 1996
Skills
Risk Management, Fixed Income, Balance Sheet, Capital Markets, Trading, Financial Risk, Credit Risk, Credit, Rates, Derivatives, Liquidity Risk, Liquidity, Treasury, Financial Markets, Bonds, Credit Derivatives, ABS, Market Risk, Options, Series 7, Basel III, Series 63, Asset Managment, Portfolio Management, Money Market, MBS, Securitization, Funding, Hedge Funds, Investments, Securities, Swaps, Structured Products, Interest Rates
Education
Penn State University 1988 — 1992
BS, ECON
Richland High School 1984 — 1988
High School, AP classes
Barclays Capital September 2008 - December 2011
Lehman Brothers April 2000 - September 2008
Calvin Klein - Warnaco Inc. November 1998 - April 2000
KPMG US July 1996 - November 1998
Skills
Equities, Fixed Income
Education
Penn State University 1993 — 1997
Barclays Capital March 2007 - November 2008
JPMorgan Chase March 2006 - March 2007
Citigroup November 2002 - March 2006
Skills
Corporate Finance, Fixed Income, Banking, Financial Modeling, Derivatives, Capital Markets
Education
Pace University - Lubin School of Business 2001 — 2003
MBA, Finance
Pace University 1997 — 2001
BBA, Marketing/Management
HSBC Securities July 2013 - Present
Nomura Holding America Inc. August 1998 - April 2013
Barclays Capital October 1995 - August 1998
HSBC Securities 1985 - 1994
HSBC 1985 - 1993
Skills
Financial Institutions, Capital Markets, Structured Products, Hedge Funds, REIT, Swaps, Derivatives, Fixed Income, Market Risk, Securitization, Credit Derivatives, Investment Banking, MBS, Structured Finance
Education
Pace University 1991 — 1994
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA, Economics
CPHS
Scotiabank June 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers April 2005 - September 2008
Bear Stearns 2003 - 2004
Skills
Bloomberg, PeopleSoft, Equities, Derivatives, Capital Markets, Access, Prime Brokerage, Equity Derivatives, Swaps, Hedge Funds, Excel, Product Control, Middle Office
Education
Pace University - Lubin School of Business 1997 — 2002
Bachelors of Business Administration, Accounting
Barclays Capital September 2008 - Present
Lehman Brothers July 1999 - September 2008
Taglich Brothers January 1992 - January 1998
Skills
Investment Banking, Capital Markets, Hedge Funds, Fixed Income, Equities, US Equities, Equity Trading, Equity Research, Options, Bloomberg, Electronic Trading
Education
Pace University - Lubin School of Business 1983 — 1987
Accounting and Finance
JPMorgan Chase June 2014 - July 2014
Standard Chartered Bank January 2013 - January 2013
Barclays Capital April 2011 - July 2011
Brown Brothers Harriman March 2011 - April 2011
Credit Suisse AG November 2009 - May 2010
Brown Brothers Harriman March 2008 - August 2008
JPMorgan Chase Bank September 2005 - January 2008
Citigroup September 2003 - September 2005
Skills
FX Derivatives, Fixed Income, Credit Derivatives, Credit Risk, MS Word, Microsoft Excel, Derivatives Middle..., Foreign Exchange, Currency Swaps, FX Spots
Education
Pace University 1988 — 1992
B.B.A., Business
Pace University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
Conte Service Corp May 1994 - Present
Barclays Capital September 1998 - May 2001
Credit Suisse First Boston 1994 - 1998
Salomon Inc. June 1989 - November 1993
Salomon Brothers 1989 - 1993
Lehman Brothers June 1988 - July 1989
The Ogilvy Group June 1985 - July 1988
Education
Pace University 1982 — 1985
Tower Research Capital October 2013 - Present
Barclays February 2013 - September 2013
Barclays Capital March 2010 - February 2013
New York Mercantile Exchange June 2007 - April 2010
Johnson & Johnson January 2006 - August 2006
Skills
Commodity, Commodity Markets, Natural Gas, Corporate Finance, Financial Risk, Derivatives, Compliance, Dodd-Frank, Regulations, Trading, Investments, Fixed Income, Finance, Asset Management
Education
Penn State University 2003 — 2007
BS, Finance
East Brunswick High School
Barclays Capital 2010 - Present
Citco Fund Services 2009 - May 2010
Deutsche Bank July 2007 - 2009
J.P. Morgan Futures Inc. March 2006 - June 2007
Skills
Fixed Income, Credit Derivatives, Derivatives, Hedge Funds, Bloomberg, Capital Markets, Investment Banking, Bonds, Risk Management, Structured Products, Interest Rate..., Swaps, Commodity, Market Data, Electronic Trading
Education
Pace University - Lubin School of Business 2000 — 2005
Finance Major, Economics Minor
EPA - OIG 2010 - Present
DFAS September 2008 - November 2010
Dept of Defense 2008 - 2008
Cipriani 2008 - 2008
Barclays Capital 2007 - 2007
Education
Keller Graduate School of Management 2008 — 2010
MBA, Accounting
Penn State University 2002 — 2006
BS, Finance, Accouting
TiVo June 2013 - March 2014
Barclays Capital February 2010 - May 2013
Moody's Investors Service October 2008 - January 2010
Macquarie Group Limited April 2008 - June 2008
Fitch Ratings November 2004 - February 2008
American Federation of Musicians and Employers Pension Fund January 2000 - April 2004
Questa Corporation February 1999 - January 2000
Deutsche Bank September 1998 - December 1998
The Chase Manhattan Bank February 1998 - July 1998
Skills
VBA, Microsoft SQL Server, Oracle, SQL, Databases, VB.NET, C#, XML, Visual Basic, Web Services, .NET, Requirements Analysis, PL/SQL, Java, Database Design, SDLC
Education
Pace University - Lubin School of Business 1995 — 1997
MBA, Public Accounting
National Metallurgical Academy of Ukraine 1988 — 1993
BS, Economics / Engineering
Barclays Capital October 2008 - Present
Skills
Equities, Electronic Trading, Derivatives, Trading Systems, Quantitative Finance, Market Data, Options
Education
Stony Brook University 2002 — 2008
Ph. D.
The University of Tokyo 1999 — 2001
Master
Peking University 1994 — 1998
Bachelor
Citi Group April 2011 - Present
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2002 - September 2008
Ziff Davis Media July 1999 - May 2002
Viacom March 1992 - May 1999
Skills
Strategic Financial..., Management, Portfolio Management, Budgets, Business Analysis, Finance, Leadership, Project Planning, Risk Management, Strategy, Investment Banking, Business Strategy, Fixed Income
Education
Penn State University 1987 — 1991
Bachelor of Science, Health Policy and Administration, Business Administration
Barclays Capital September 2008 - Present
Lehman Brothers May 1998 - September 2008
Union Bank of Switzerland April 1996 - May 1998
Coopers & Lybrand L.L.P November 1995 - April 1997
Education
Pace University - Lubin School of Business 1996 — 2000
BBA, Business Administration
Barclays Capital November 2008 - December 2008
Enterprise Solutions Providers August 2007 - March 2008
The Bank of New York September 2006 - August 2007
Bank of NY Mellon May 2006 - September 2006
Tempco December 2004 - March 2006
USDA September 2001 - August 2002
Skills
MS Project, Databases, SDLC, SharePoint
Education
Pace University 2009 — 2011
Master's (MBA), Software Engineering
Saint John's University
Bachelor of Science, Computer Science
Saint John's University 2002 — 2006
GE Capital 2014 - Present
RGP 2013 - 2014
Morgan Stanley 2001 - 2013
Barclays Capital 2000 - 2001
Nomura Securities 1990 - 2000
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Series 7, Asset Management, Investments, Financial Modeling, Risk Management, Corporate Finance, Program Management, Business Process, New Business Development, Process Improvement, Forecasting, Series 63, Internal Controls, Financial Reporting, Analysis, Banking, Portfolio Management, Finance, Credit, Accounting, Sarbanes-Oxley Act, Trading, Structured Products, Investment Banking, Structured Finance, Securities
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo Bank May 2010 - Present
Bank of America September 2009 - May 2010
Financial Industry Technical Services Inc. February 2009 - September 2009
Bank of America June 2008 - February 2009
Bank of America May 2000 - June 2008
OMR Systems Corp June 1998 - May 2000
Société Générale Corporate and Investment Banking November 1997 - June 1998
Barclays Capital August 1993 - October 1997
Morgan Stanley April 1986 - August 1993
Skills
Derivatives, Fixed Income, Process Improvement, Project Management, Trading, Options, SDLC, FX Options, Finance, Financial Services, Mergers & Acquisitions, Middle Office, Commodity, Currency, Credit, Foreign Exchange
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Management Science
Morgan Stanley Smith Barney December 2009 - Present
Barclays Capital March 2009 - December 2009
Morgan Stanley September 2003 - March 2009
Lehman Brothers 1979 - 2003
Education
Pace University
MS, Information Systems
AIG August 2014 - Present
DTCC June 2012 - July 2014
JPMorgan June 2008 - June 2012
Bear Stearns February 2006 - June 2008
Merrill Lynch 2004 - 2006
Barclays Capital 2001 - 2004
Barclays Capital 2001 - 2004
Skills
Investment Banking, Risk Management, IT Strategy, Management, Finance, Fixed Income, Derivatives, Trading Systems, Financial Analysis, Hedge Funds, Financial Modeling, Valuation, Equities, Capital Markets, Mergers, FX Options, Private Equity, Business Analysis, Strategic Financial..., Credit Risk, Vendor Management, Executive Management, Business Strategy, Equity Derivatives, Financial Markets, Swaps, Investment Strategies, Analysis, Governance, VBA, Strategy, Investments, Options
Education
Pace University - Lubin School of Business
BBA, Investment Management, Global Economics
Barclays Capital September 2008 - Present
Lehman Brothers July 2006 - September 2008
Merrill Lynch 2005 - 2006
JPMorgan Chase 2004 - 2005
Education
Pace University 1993 — 1997
BBA, Business Management
UBS Investment Bank 2011 - 2013
Bank of Montreal 2009 - 2011
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - 2008
Deutsche Bank 2004 - 2006
CIBC 2002 - 2003
Deutsche Bank 1997 - 2002
Fudan University 1985 - 1989
Skills
Valuation, Risk Management, Product Control, Financial Risk, Equity Valuation, Capital Markets, Financial Modeling
Education
Peking University
B.Sc, Mathematics
University of Guelph
MA, Economics - Finance
University of Toronto
Ph.D Studies, Finance/Econometrics
J.P. Morgan July 2013 - Present
Barclays Capital July 2010 - June 2013
Bank of America June 2009 - July 2010
Barclays Capital August 2003 - June 2009
Merrill Lynch April 1995 - November 2002
Smith Barney 1993 - 1995
Skills
Capital Markets, Derivatives, Commodity, Rates, Hedge Funds, Fixed Income, Trading, Options, Sales, Equities, Interest Rates, Trading System, Futures Trading, Risk Management, Trading Systems, Investment Banking, Bloomberg, Options Strategies, Electronic Trading, Financial Markets, Equity Research
Education
Pace University 1996 — 1999
MBA, Finance
William Paterson University of New Jersey 1986 — 1993
Cliffside Park HS 1982 — 1988
Barclays Capital December 2011 - Present
Barclays Capital September 2008 - December 2011
Lehman Brothers June 2007 - September 2008
Pace University January 2007 - June 2007
Bharat Petroleum June 2004 - August 2006
Skills
CISA, Enterprise Risk..., Auditing, Risk Management, IT Audit, Business Continuity, Sarbanes-Oxley Act, SDLC, Information Security, Financial Risk, Internal Audit
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Information Systems
Sardar Patel College of Engineering 2000 — 2004
Bachelor of Engineering, Computers
Bhavans College 1998 — 2000
Science
MBA in Information Systems
Vanguard May 2015 - Present
Barclays January 2013 - Present
Barclays Capital August 2009 - December 2012
Barclays Capital October 2008 - August 2010
Lehman Brothers January 2004 - September 2008
Skills
Fixed Income, Finance, Capital Markets, Series 7, Securities, Prime Brokerage, Series 63, Strategy, Securities Lending, Business Analysis, Structured Products, Equities, Trading Systems, Investment Banking, Trading, Equity Derivatives, Options, Electronic Trading, Bloomberg, Hedge Funds, Product Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance and Economics
Penn State University 1997 — 2001
B.S Mathematics, Mathematics/Actuarial Science
Barclays Capital April 2009 - Present
Goldman Sachs April 2007 - December 2008
MJX Asset Management July 2005 - April 2007
Skills
Loan Servicing, Banking, Investment Banking, Syndications, Loans, Bloomberg, Closings, Middle Office, Fixed Income, Asset Management
Education
Pace University 2001 — 2005
BBA, Business Management
TPG-Axon Capital September 2014 - Present
Barclays April 2012 - September 2014
Barclays Capital September 2010 - April 2012
Barclays Capital September 2009 - September 2010
Ernst & Young September 2006 - February 2010
The Defense Finance and Accounting Service (DFAS May 2004 - August 2004
Skills
Accounting, CPA, Team Management, Root Cause Analysis, Financial Analysis, Microsoft Excel, VBA, MS Excel Pivot Tables, Risk Assessment, Internal Controls, Due Diligence, Project Management, Analysis, Financial Statements, Hedge Funds, Financial Services, Management, Performance Management, SharePoint, Microsoft Office, Employee Benefits, Auditing, Financial Audits
Education
Penn State University 2002 — 2006
Bachelor of Science, Accounting
Blooomberg LP December 2014 - Present
Nomura Holdings Americas May 2012 - November 2014
Express Scripts (Medco Health Solutions) August 2011 - May 2012
MF Global April 2009 - August 2011
Barclays Capital 2008 - 2009
Lehman Brothers July 2006 - September 2008
AIG 2003 - 2004
Neuberger Berman 2000 - 2004
Pershing 1988 - 1994
Skills
Sourcing, Global Sourcing, Vendor Management, Strategic Sourcing, Purchasing, Analysis, Business Process..., Change Management, Business Strategy, Contract Management, Contract Negotiation, Cross-functional Team..., E-procurement, ERP, Forecasting, Management, Negotiation, Offshoring, Operations Management, Outsourcing, Process Improvement, Procurement, Program Management, Project Management, RFP, Risk Management, SAP, Spend Analysis, Strategic Planning, Strategy, Supplier Development, Supplier Evaluation, Supply Chain, Supply Chain Management, Supply Management, Team Leadership, Telecommunications
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, Management
Xaverian High School 1982 — 1986
Infosys January 2011 - October 2012
Standard & Poor's January 2011 - February 2011
Barclays Capital 2010 - 2010
LinkShare Corporation 2010 - 2010
Jeppesen 2008 - 2010
SAIC September 2007 - July 2008
Merrill Lynch 2006 - 2007
AXA Financial January 2005 - March 2006
pennsylvania power and light 1995 - 2000
Megasys 1995 - 1996
Skills
Oracle RAC, Enterprise Architecture, Data Architecture, Oracle SOA Suite, Data Warehousing, Data Modeling, Databases, High Availability, Performance Tuning, Requirements Analysis, Solaris, Oracle
Education
Pace University - Lubin School of Business 2008 — 2014
MBA
J.P. Morgan Asset Management August 2013 - Present
Guggenheim Partners April 2012 - August 2013
MF Global April 2010 - November 2011
Lehman Brothers August 2005 - April 2010
Barclays Capital 2008 - 2009
Ernst & Young March 2003 - August 2005
Skills
Equities, Bloomberg, Series 7, Capital Markets, Product Control, Financial Modeling, Financial Forecasting, Strategic Financial..., Business Planning, Business Strategy, Restructuring, Internal Controls, Cost Reduction Planning, Process Improvement, Forecasting
Education
Pace University - Lubin School of Business 2005 — 2009
M.B.A, Investment Management
Rutgers University-New Brunswick 1999 — 2001
BA, Economics
Nomura July 2009 - Present
Lehman Brothers Holding Inc. November 2008 - July 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers March 2006 - September 2008
Merrill Lynch 2004 - 2006
CITIGROUP 1999 - 2004
Education
Pace University 1986 — 1991
BA, Accounting/Political Science
Barclays Capital September 2008 - Present
Lehman Brothers 2000 - September 2008
KPMG Audit 1997 - 2000
Education
Pace University
Public Accounting
Citi May 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers May 1989 - September 2008
Education
Penn State University 1983 — 1988
B.S., Finance/Accounting
Barclays Capital February 2007 - Present
Lehman Brothers 2008 - 2009
Lehman Brothers 2007 - 2008
The Bank of New York 1997 - 2006
Skills
Fixed Income, Middle Office, Equities, Capital Markets, Market Data
Education
Pace University - Lubin School of Business 2000 — 2005
MBA, Financial Management
Saint John's University 1992 — 1997
BS, Finance
Barclays Capital July 2012 - Present
Barclays Capital June 2011 - August 2011
Skills
VBA
Education
University of Wisconsin-Madison 2007 — 2012
Phd, Mathematics, Metric Geometry, Geometric Analysis
Peking University 2003 — 2007
BSc, Mathematics
Barclays Capital September 2008 - Present
Lehman Brothers December 1981 - September 2008
KPMG Peat Marwick February 1978 - December 1981
Education
Penn State University 1976 — 1978
MBA Finance
University of Delaware 1972 — 1976
BS Accounting
Barclays Capital May 2010 - Present
Shearman and Sterling LLP November 2008 - May 2010
Deutsche Bank Securities Inc. March 2002 - June 2008
CDC Ixis North America 2001 - 2002
Skills
Securitization, Structured Finance, Structured Products, Capital Markets, Financial Structuring, ABS, Series 7, Investment Banking, Financial Modeling, Bloomberg
Education
Penn State University
Barclays Capital Sr. V.P.Lehman Brothers1981 - 2008
Education
Pace University - Lubin School of Business 1986 — 1989
M.S., Finance
SUNY Stony Brook 1975 — 1978
B.A., Economics
Australia and New Zealand Banking Group December 2009 - Present
Barclays Capital September 2006 - December 2009
Bank of America April 2000 - September 2006
UBS AG May 1997 - March 2000
Smith Barney Inc. December 1991 - May 1997
Security Pacific National Trust Co. January 1984 - December 1991
Skills
Hedge Funds, Capital Markets, Credit Risk, Mortgage Banking, Derivatives, Counterparty Risk
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Finance
Siena College 1979 — 1981
BS, Marketing/Management
JP Morgan Chase December 2010 - Present
Barclays Capital 2008 - 2010
Lehman Brothers 1997 - 2008
Education
Peking University
B.S., Computer Science
University of Vermont
M.S., Mathematics
Yale University
M.Phil, Computer Science
NYU Langone Medical Center March 2011 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers September 2007 - September 2008
Lehman Brothers January 2007 - August 2007
Education
Pace University 2007 — 2007
N/A, Information Technology
Jefferies & Company March 2009 - Present
Barclays Capital 2005 - 2009
University of Pennsylvania 1999 - 2003
Education
University of Pennsylvania 2003 — 2005
MBA
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Penn State University 1995 — 1999
Finance
Kroll Bond Rating Agency, Inc. April 2015 - Present
Fitch Ratings December 2013 - April 2015
Barclays Capital October 2009 - November 2013
BNP Paribas June 2009 - October 2009
HSBC August 2006 - January 2009
NewEdge Group Inc April 2004 - August 2006
Skills
Credit Risk, Hedge Funds, Private Equity, Structured Products, REITs, Risk Management, Portfolio Management, REIT, Credit, Bonds
Education
Pace University - Lubin School of Business
MBA, Investment Management
Pace University - Lubin School of Business
BBA, Finance
Lumi Organics April 2013 - Present
Altamar Brands May 2012 - Present
Avenue Capital Group April 2010 - July 2011
Barclays Capital July 2008 - April 2010
Skills
Financial Modeling, Valuation, Equities, Corporate Finance, Private Equity, Hedge Funds, Alternative Investments, Due Diligence, Corporate Development, Emerging Markets, Entrepreneurship, Investor Relations, Strategy, Venture Capital, Mergers & Acquisitions, Strategic Planning, Management, Leadership
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, 2013
Penn State University 2004 — 2008
BA, Public Relations and International Politics
The Taft School 2000 — 2004
MindShare
MindShare
RBS Global Banking & Markets May 2011 - Present
Barclays Capital April 2010 - May 2011
RBS Global Banking & Markets December 2009 - August 2010
Goldman Sachs February 2001 - February 2009
Thomson Financial August 1994 - January 2001
Thomson Financial August 1994 - February 1998
Muller Data 1991 - 1994
Skills
Business Analysis, Databases, Project Management, Management, PMP, System Administration, Sybase, CRM, Database Administration, Data Analysis, Strategic Planning, Trading Systems, Servers, Human Resources, Fixed Income, Equities, Investment Banking, Derivatives, Technical Support, Electronic Trading, Disaster Recovery, SQL, Autosys, Middle Office, Infrastructure, Performance Tuning, Solaris
Education
State University of New York at Stony Brook 2010 — 2011
Certificate, Project Management
Pace University - Lubin School of Business 1987 — 1991
BBA, Finance
Barclays Capital December 2009 - Present
Citigroup January 2000 - March 2009
Salomon Smith Barney 1996 - 2000
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & International Business
Penn State University
BS, Accounting
Mission Staffing April 2015 - Present
Sandell Asset Management July 2014 - April 2015
Saba Capital Management LP July 2009 - July 2014
Satellite Asset Management April 2008 - April 2009
Deutsche Bank April 2003 - March 2008
Barclays Capital August 2002 - April 2003
PricewaterhouseCoopers September 1999 - August 2002
Skills
Fixed Income, Bloomberg, Equities, Hedge Funds, Options, FX Options, Trading, Equity Derivatives, Portfolio Management, Swaps, Settlement, Back Office
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
University of Connecticut 1995 — 1999
BS, Finance
Barclays May 2009 - Present
Barclays Capital January 2013 - 2013
Goldman Sachs 2000 - 2007
Morgan Stanley 2000 - 2007
Skills
Fixed Income, Investment Banking, Equities, Trading Systems, Hedge Funds, Electronic Trading, Equity Derivatives, Derivatives, Investments
Education
Pace University - Lubin School of Business 1999 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
University of Hartford 1989 — 1993
Bachelor of Arts (BA), American Government and Politics (United States)
Deutsche Bank November 2010 - Present
Barclays Capital October 2009 - November 2010
Deutsche Bank June 2003 - September 2009
Instinet Corporation April 2001 - November 2005
Skills
Derivatives, Electronic Trading, Equities, Equity Derivatives, FX Options, Financial Markets, Fixed Income, Bloomberg, Capital Markets, Exchange Connectivity, Investment Banking, Low Latency, Market Data, Middle Office, Options, Trading Systems, Trading, Sybase, Prime Brokerage
Education
Pace University 1996 — 2001
Bachelor's degree, Information Systems
State Street August 2014 - Present
Citi June 2003 - July 2014
Citi June 2003 - January 2006
BARCLAYS CAPITAL August 2000 - July 2002
NAP INC. March 1997 - August 2000
Skills
Hedge Funds, Equities, Prime Brokerage, Risk Analysis, Delta One, Interest Rate..., Product Control, Credit Derivatives, Fixed Income, Securities Lending, Securities, Risk Management, Financial Risk, Derivatives
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Financial Management
University of Athens, Greece 1990 — 1995
Bachelor of Science, Mathematics (Statistics and Operations Research)
The Miller Group VA 2015 - Present
Perfect Commerce 2015 - Present
Wilbanks, Smith & Thomas January 2013 - 2014
Federal Reserve Bank of New York April 2012 - November 2012
Barclays Capital March 2010 - March 2012
Neuberger Berman August 2006 - March 2010
Clear Channel Entertainment June 2005 - August 2005
Skills
Financial Modeling
Education
Penn State University 2002 — 2006
College of Liberal Arts
AxiomSL March 2013 - Present
Axiom SL January 2013 - March 2013
Local Non-Profit Organizations September 2011 - December 2012
Barclays Capital August 2009 - August 2011
UBS Investment Bank January 2007 - August 2009
UBS 1989 - 2009
UBS Investment Bank April 2006 - December 2006
UBS Investment Bank February 2005 - March 2006
UBS Investment Bank March 2003 - January 2005
Skills
Equities, Program Management, Enterprise Architecture, Hedge Funds, Fixed Income, Investment Banking, Strategic Planning, Management, Team Management, Derivatives, Financial Controlling, Change Management, Trading Systems, Business Analysis, Market Data, Capital Markets, Equity Derivatives, SDLC, Prime Brokerage, Electronic Trading, IT Strategy, Middle Office, Risk Management, Business Planning, Credit Derivatives, Structured Products, Back Office, Financial Markets, Options, Portfolio Management, Financial Services, FX Options, Trading, Securities, Emerging Markets, Interest Rate..., Financial Risk, Alternative Investments, Series 7, Market Risk, Valuation, Operational Risk, Bonds, Asset Management, Swaps, Equity Trading, Settlement, Reference Data, Financial Modeling, Operational Risk...
Education
Pace University - Lubin School of Business 1986 — 1988
MBA, Financial Management
Rensselaer Polytechnic Institute 1982 — 1986
BS, Computer Science
PIMCO June 2012 - Present
PIMCO January 2010 - June 2012
Barclays Capital October 2008 - January 2010
Lehman Brothers July 2008 - October 2008
Lehman Brothers June 2007 - August 2007
Education
Yale University 2004 — 2008
Ph.D., Physics
Peking University 2000 — 2004
B.S & B.A., Physics & Economics
IFC - International Finance Corporation September 2015 - Present
I-DEV International June 2014 - August 2014
The World Bank February 2014 - June 2014
World Vision January 2014 - January 2014
The Carlyle Group June 2013 - August 2013
Morgan Stanley January 2011 - August 2012
Barclays Capital July 2009 - March 2011
Morgan Stanley June 2008 - August 2008
The Boston Consulting Group October 2007 - June 2008
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Client Coverage, Corporate Finance, Investment Banking, Mergers, Strategy, Bloomberg, IPO, Mergers & Acquisitions, Microsoft Excel, Analysis, Banking, Emerging Markets, Energy, Energy Efficiency, Natural Resources, Competitive Analysis, Trading, Impact Investing, Investments, International Relations
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master of Arts (MA), International Relations, International Economics
University of Pennsylvania - The Wharton School 2012 — 2015
Master of Business Administration (MBA), Finance
Peking University 2005 — 2009
BA, Major in Finance, Minor in Psychology, 1%
Nanjing Foreign Language School 1999 — 2005
National Grid 2014 - 2015
Related Companies 2014 - 2014
Estee Lauder 2010 - 2013
Comtech Communication Corp.. 2008 - 2010
Murray Feiss Import LLC 2006 - 2008
Barclays Capital February 2005 - April 2006
Direct Energy 2006 - 2006
Mizuho Corporate Bank 1994 - 2004
Lockwood Greene Engineers 1993 - 1994
Morgan Stanley (Dean Witter Intercapital) May 1986 - January 1992
Skills
Financial Reporting, Forecasting, Hyperion Enterprise, Financial Analysis, Accounting, Analysis, Corporate Finance, Finance, Variance Analysis, Financial Modeling, Sarbanes-Oxley Act, Cost Accounting, Mergers, Strategic Financial..., Accounts Payable, Capital Budgeting, Due Diligence, Risk Management, Management, Account Reconciliation, Cash Management, Budgets, Project Planning, Essbase, Cash Flow, Financial Audits, Auditing, FDQM (Financial Data..., Hyperion HFM, Hyperion Reports, Hyperion Financial..., SG&A, MD&A
Education
Pace University - Lubin School of Business
BBA
Citi Global Markets Inc. July 2011 - Present
Barclays Capital September 2007 - April 2011
Lehman Brothers January 2000 - September 2007
Skills
Series 63, Asset Managment, CDS, Portfolio Management, FINRA, Valuation, Financial Services, Securities, Credit Derivatives, Fixed Income, Electronic Trading, Credit, Investments, Financial Modeling, Private Equity, Financial Risk, Mutual Funds, Middle Office, Wealth Management, Banking, Mergers & Acquisitions, Relationship Management, Interest Rate..., Sales Management, Business Strategy, Corporate Finance, Business Analysis, Asset Management, Account Management, Emerging Markets, ETFs, Risk Management, Commodity, Reference Data, Equity Research, Alternative Investments, New Business Development, Sales, Structured Products, Financial Analysis, Project Management, Finance, Product Management, Bloomberg Terminal
Education
Penn State University 1989 — 1991
MBA, Finance
Providence College 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Barclays Capital November 1998 - Present
Salomon Brothers 1983 - 1998
Education
Pace University - Lubin School of Business 1979 — 1984
MBA, Finance
Wagner College 1972 — 1975
BS, ACCOUNTING
JPMorgan Chase March 2013 - Present
KPMG China September 2010 - March 2012
Barclays Capital March 2004 - August 2010
Deloitte August 2002 - March 2004
WeiserMazars LLP June 1999 - July 2002
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Operational Risk, Auditing, Financial Analysis, Financial Services, Financial Accounting, Risk Management, Sarbanes-Oxley Act, Operational Risk..., Investment Banking, CPA, AML, Risk Assessment
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Barclays Bank June 2012 - Present
Barclays September 2009 - June 2012
Barclays Capital August 2002 - September 2009
Deutsche Bank Securities June 1995 - June 2002
Deloitte & Touche June 1992 - November 1995
Dun & Bradstreet April 1989 - June 1992
Bank Leumi August 1988 - March 1989
Skills
Derivatives, Investment Banking, Capital Markets, Fixed Income, Prime Brokerage, Enterprise Risk..., Introducing New Products, Internal Audit, Operational Risk, General Controls, Directing, Risk Management, Management, Governance, Banking, Internal Controls
Education
Pace University 1985 — 1988
BBA, Management Information Systems
PSP Investments July 2015 - Present
Barclays Capital April 2011 - July 2015
North West Upgrading February 2009 - March 2011
Barclays Capital 2006 - 2009
Goldman Sachs 1983 - 2006
Skills
Investment Banking, Capital Markets, Management, Equities, Business Planning, Financial Modeling, Finance, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Hedge Funds, Investments, Private Equity, Risk Management, Valuation, Financial Structuring, Derivatives, Due Diligence, Fixed Income, Structured Finance
Education
Pace University - Lubin School of Business 1983 — 1986
Master of Business Administration (M.B.A.), FInance and Information Systems, 3.8
University at Albany, SUNY 1977 — 1981
Bachelor’s Degree, Economics
Barclays Capital January 2005 - Present
Education
Penn State University 2000 — 2004
B.S., Finance & IB
Smeal College of Business
Victoria University
B.S, Finance and International Business
Merrill Edge September 2013 - Present
David Lerner Associates, inc. January 2012 - July 2012
System Cargo Express January 2011 - December 2011
Las Palmas Restaurant LLC June 2009 - June 2010
Barclays Capital June 1986 - June 2009
Education
Pace University 1986 — 1990
BS, Computer Science
Goldman Sachs Asset Management January 2006 - Present
Jasper Asset Management March 2005 - January 2006
Barclays Capital April 2004 - March 2005
Credit Suisse First Boston 1999 - 2004
Salomon Brothers 1997 - 1999
HSBC Securities November 1996 - August 1997
Knight-Ridder Financial July 1996 - November 1996
Skills
Trading Systems, Equities, Electronic Trading, Quantitative Finance, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds
Education
University at Buffalo 1988 — 1993
Ph.D., Physics
Peking University 1981 — 1988
B.S, Physics
EY September 2015 - Present
Barclays Investment Bank June 2014 - August 2015
Brigade Capital Management, LLC January 2014 - May 2014
Barclays Capital July 2010 - December 2013
UBS Global Asset Management January 2010 - May 2010
Marks Paneth & Shron LLP January 2009 - December 2009
Credit Suisse June 2009 - August 2009
Skills
Management, Fixed Income, Bloomberg, Risk Management, Program Management, Leadership, Financial Analysis, Training, PowerPoint, Portfolio Management, Capital Markets, Finance, Investment Banking
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finance and Management
Barclays Capital May 2012 - Present
JPMorgan Chase August 2010 - May 2012
IBM February 2002 - August 2010
Morgan Stanley Dean Witter December 2000 - January 2002
Skills
Unix, SDLC, Java, C#, Trading Systems, SOA, Software Development, C++, Agile Methodologies, Java Enterprise Edition
Education
University of Toronto 1995 — 1997
MSc, Computer Science
Peking University
Bachelor of Science, Math
Société Générale November 2014 - Present
Goldman Sachs 2006 - October 2014
Barclays Capital 2005 - 2006
Lehman Brothers 2000 - 2005
Skills
Equities, Options, Derivatives, FINRA, High Frequency Trading, Capital Markets, Futures, Electronic Trading, M&A experience, ETFs, Fixed Income, Equity Trading, Trading, Series 7, Securities, Corporate Actions, Series 63, Hedge Funds, Prime Brokerage, Market Data, Settlement, Financial Markets
Education
Pace University 1990 — 1994
Criminal Justice
Citigroup July 2012 - Present
Barclays Capital December 2011 - August 2012
Barclays Capital August 2010 - November 2011
Barclays Capital July 2001 - July 2010
The Asahi Bank, Ltd. January 1993 - June 2001
The Mitsui Trust and Banking Company, Ltd. December 1991 - December 1992
Deloitte & Touche June 1988 - July 1991
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Accounting, Accounting, Management Reporting, Auditing, regulatory reporting, Finance System..., regulatory reporting..., Policy, Banking, Investment Banking, Process Improvement
Education
Pace University 1986 — 1990
34 Credits, Accounting, GPA: 3.88
Sophia University
B.S., Business/Economics, GPA: 3.52
UBS Securities Co., Ltd July 2012 - Present
Credit Suisse October 2005 - July 2012
Barclays Capital 2005 - 2005
SunGard 1999 - 2004
Bankers Trust 1994 - 1998
Skills
Derivatives
Education
Pace University 1990 — 1993
BBA, Management Science
BNY Mellon May 2012 - Present
N/A July 2011 - February 2012
Guggenheim Partners July 2010 - February 2012
Dresdner Kleinwort June 1996 - March 2010
Barclays Capital 1987 - 1996
Skills
Options, Equities, Back Office, Swaps, FX Options, Securities, Capital Markets, Risk Management, Investment Banking, Financial Risk, Trading Systems, Bloomberg, Bonds, Emerging Markets, Equity Derivatives
Education
Pace University
J.P. Morgan October 2010 - May 2015
BNY ConvergEx March 2006 - May 2010
Barclays Capital March 2004 - March 2006
Merrill Lynch April 2002 - April 2004
Herzog,Heine, Geduld, Inc January 1990 - July 2002
Skills
Bloomberg, Trading, Trading Systems, Equity Research, Electronic Trading, Financial Markets, Series 63, Equity Trading, Alternative Investments, Investments
Education
Pace University 1986 — 1990
BBA, Political Science / Business Administration
Bank of Tokyo-Mitsubishi UFJ July 2014 - Present
Bank of Tokyo-Mitsubishi UFJ June 2012 - July 2014
Barclays Capital June 2009 - June 2012
KPMG June 2005 - June 2009
Skills
Investment Banking, Risk Management, Finance, Capital Markets, Derivatives, Financial Risk, Fixed Income, Internal Audit, Banking, Financial Reporting, Internal Controls
Education
Pace University - Lubin School of Business 2004 — 2006
BBA, Public Accounting
University of Missouri-Columbia
Citi May 2011 - Present
Barclays Capital October 2008 - January 2010
Lehman Brothers 1992 - 2008
Skills
Prime Brokerage, Business Analysis, Capital Markets, Derivatives, Equities, Investment Banking, Credit Derivatives, Banking, Fixed Income, Middle Office, Back Office, Bloomberg, Hedge Funds, Securities, Risk Management, Trading Systems, Financial Services, Trading, Portfolio Management, Equity Derivatives, Bonds
Education
Pace University - Lubin School of Business 1994 — 1999
BBA, FINANCE
BNY Mellon Manaing DirectorBNY MellonDecember 2011 - Present
HSBC 2003 - 2011
Barclays Capital 2000 - 2003
Bankers Trust 1998 - 2000
Nat West Markets 1991 - 1997
Education
Pace University - Lubin School of Business
MBA, Finance
St Francis College
BS, Biology, Pre-Med
Nomura Securities October 2009 - Present
J.P. Morgan June 2008 - October 2009
Bear Stearns April 2006 - June 2008
UBS December 2004 - April 2006
Barclays Capital March 2004 - December 2004
Credit Suisse August 1997 - March 2004
Coopers & Lybrand August 1992 - August 1997
Skills
CPA, State of NY, Agency MBS, Non Agency MBS, ABS, CMBS, Structured Lending, CLO
Education
Pace University - Lubin School of Business 1989 — 1992
Bachelor of Science (BS), Accounting
Bloomberg LP January 2013 - Present
Deutsche Bank January 2011 - September 2012
Jefferies & Company September 2010 - January 2011
Barclays Capital June 2004 - February 2009
Skills
RMBS Trading, RMBS Evaluations, Mortgage-Backed..., Product Control, Capital Markets, Equities, Investment Banking, Middle Office, Trading, Fixed Income, Securities, Valuation, Bloomberg, Financial Markets, MBS, Financial Services, Trading Systems, Bonds, Investments
Education
Pace University - Lubin School of Business
Barclays Capital October 2010 - Present
Education
Pace University - Lubin School of Business 2006 — 2010