Citi Hedge Fund Services
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Citi Hedge Fund Services Employees
Joddes Limited (Family Office) July 2015 - Present
Joddes Limited April 2015 - Present
Daniel, Russell & Charles Co., LLC June 2014 - December 2014
State Street September 2013 - September 2014
State Street August 2012 - September 2013
RBC March 2012 - August 2012
Citi Hedge Fund Services December 2010 - December 2011
BMO Financial Group June 2010 - December 2010
Skills
Derivatives, Hedge Funds, Financial Analysis, Trading, Financial Markets, Risk Management, Portfolio Management, Mutual Funds, Analysis, Financial Modeling, Investment Banking, Bloomberg, Economics, Equity Research, Management, Strategy, Fund Administration, Market Risk, Corporate Finance, Fund Accounting, Macroeconomics, Econometric Modeling, Time Series Analysis, Commodity Market..., Equity Trading, Operational Risk, Hedging Strategy, Trading Strategies, Portfolio Strategy, Economic Forecasting, NAV Calculation, VAR Calculation, Risk Monitoring, Portfolio Construction, economic consulting, Performance Measurement, Quantitative Finance, Global Business..., Business Strategy, Leadership, Business Development, Team Building, Negotiation, Decision Making, Social Influence, Coaching
Education
Université de Sherbrooke 2010 — 2010
Graduate Diploma’s, Financial Market, 3,5
Université de Sherbrooke 2010 — 2010
Graduate Diploma’s, Quantitative Analysis, 3.3
Université de Montréal 2005 — 2009
Bachelor’s Degree, Economics, 4.0
Collège Jean-de-Brébeuf 2003 — 2005
Associate's Degree, Internationnal Study
Citi Hedge Fund Services January 2014 - Present
Citi Hedge Fund Services January 2011 - Present
Citibank, Alternative Investments (GTS) 2003 - Present
Citigroup 2003 - Present
Citi Group 2003 - Present
Citi 2003 - Present
BISYS Hedge Fund Services Limited 2003 - January 2007
The BISYS Group, Inc. 2003 - January 2007
PricewaterhouseCoopers September 1993 - November 2003
WGBH September 1990 - May 1993
Skills
Hedge Funds, Equities, Asset Managment, Fixed Income, Alternative Investments, Fund Accounting, Fund Administration, Asset Management, Fund Of Funds, Mutual Funds, Securities, Trading, Derivatives, Bloomberg, Middle Office, Financial Services
Education
Babson College 1988 — 1992
BS, Accounting, MIS
Cohasset High School
Loeb King Capital Management May 2008 - Present
Citi Hedge Fund Services July 2006 - May 2008
State Street August 2005 - September 2006
The American Prospect August 1999 - May 2003
Skills
Hedge Funds, Accounting, Investments, Financial Analysis, Private Equity, Finance, Microsoft Excel, Financial Reporting, Fund Of Funds, Fund Accounting, Microsoft Word, 40 Act Funds, Advent Geneva, Bloomberg Terminal, Outlook, PPC Engagement Manager, GoSystem Audit
Education
Suffolk University - Sawyer School of Management 2003 — 2005
Bachelor of Science in Business Administration (BSBA)
CVS Health April 2014 - Present
CVS Caremark Corporation December 2012 - March 2014
Citi Hedge Fund Services April 2008 - July 2010
Investors Bank & Trust / State Street July 2006 - April 2008
Skills
Financial Modeling, Financial Statement..., Team-oriented, Problem Solving, Data Analysis, Fixed Income, Corporate Finance, Competitive Analysis, Securities, Bloomberg, Hedge Funds, Equities, Financial Analysis, Valuation, Analytics, Finance, Management
Education
Boston University Questrom School of Business 2010 — 2012
MBA, Finance
Tufts University 2001 — 2006
B.A., Economics
Lake Forest Academy 1997 — 2001
JPMorgan Chase May 2012 - December 2013
Raptor Capital Management November 2009 - July 2011
R.R Donnelley Global Financial Management Services January 2009 - November 2009
Redbrick Capital Management November 2007 - December 2008
Citi Hedge Fund Services July 2005 - October 2007
The Harvard Faculty Club March 2005 - May 2005
Citco Fund Services (Bahamas) Ltd March 1999 - January 2004
MeesPierson Fund Services (Bahamas) Ltd August 1997 - February 1999
Kodaikanal International School June 1996 - June 1997
Skills
Alternative Investments, Geneva (Alternative..., Hedge Fund Accounting, Fund Administration, Fund Accounting, Financial Reporting, Hedge Accounting, Hedge Funds, Accounting, Financial Services, Securities, Bloomberg, Asset Management, Equities, Financial Analysis, Fixed Income, Mutual Funds, Investments
Education
Harvard Extension School 2004 — 2005
CERTIFICATE OF SPECIAL STUDIES, ADMINISTRATION AND MANAGEMENT
University of Miami 1993 — 1994
MASTER, BUSINESS ADMINISTRATION; Finance
University of Miami 1988 — 1992
BACHELOR, BUSINESS ADMINISTRATION; Marketing
Kodaikanal International School
Citi Hedge Fund Services December 2010 - August 2013
28 Degrees March 2011 - June 2013
European Business Development Group, Inc May 2009 - August 2009
MassMutual Financial Group May 2007 - August 2007
Skills
Accounting, Account Reconciliation, Fund Accounting, Hedge Funds, Financial Analysis, Asset Management, Financial Modeling, Financial Reporting, Valuation, Financial Accounting, Derivatives, Internal Controls, Bank Reconciliation, Bloomberg, Equities, Fund Administration, Accounts Receivable, Microsoft Excel, Microsoft Office, Management
Education
Middlesex University 2013 — 2014
Master of Business Administration (MBA)
Boston University 2007 — 2010
Bachelor of Science (BS), Accounting
University of Rhode Island 2005 — 2007
Bachelor of Science (BS), Accounting
Fiserv April 2014 - Present
Fiserv July 2011 - March 2014
Fiserv March 2010 - July 2011
Citi Hedge Fund Services July 2008 - March 2009
Mid Realty, Inc February 2004 - July 2008
Education
New Jersey City University 2005 — 2009
Bachelor of Science, Business Administration; International Business
GMO August 2015 - Present
Citi Hedge Fund Services November 2013 - Present
The Brattle Group September 2013 - November 2013
Fidelity Investments June 2012 - December 2012
3M December 2011 - January 2012
Education
Bentley University 2009 — 2013
Economics & Finance, Cum Laude
The University of Manchester 2012 — 2012
Citi Hedge Fund Services August 2007 - Present
AIG SunAmerica 1994 - 2007
Donaldson, Lufkin & Jenrette February 1992 - May 1994
Skills
Business Management, Client Services, Client Relationship..., Client Communications, Investor Relations, Customer Relations, Customer Service, Customer Presentations, Group Presentations, Team Leadership, Teamwork, Account Management, Mentoring, Operations, Operations Management, Strategic Planning, Risk Management, Financial Services, Fund Of Funds, CRM, Private Equity, Management, Training, Mutual Funds, Hedge Funds
Education
Fairleigh Dickinson University
MBA Finance, Business Management
Fairleigh Dickinson University
Bachelor of Science (BS), Business Management
FrontFour Capital Group, LLC October 2013 - Present
Oakum Bay Capital September 2012 - September 2013
Steel Partners January 2008 - August 2012
Citi Hedge Fund Services October 2004 - January 2008
State Street August 2002 - October 2004
Skills
Alternative Investments, Valuation, Equities, Fund Accounting, Investments, Securities, Hedge Funds, Mutual Funds, Fund Of Funds, Middle Office, Bonds, Corporate Actions, Fixed Income, Fund Administration, Bloomberg, Capital Markets
Education
Saint Michael's College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Concentration: Finance
RGP - Resources Global Professionals 2015 - Present
Exploring opportunities william.teets@gmail.com 2014 - Present
Citi Hedge Fund Services 2008 - 2014
Citi Hedge Fund Services 2006 - 2008
Aon Hewitt 2003 - 2006
Capgemini 2000 - 2002
Capgemini 1999 - 2000
Capgemini 1995 - 2000
Capgemini 1990 - 1995
Yegen Associates, Inc. 1987 - 1990
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Finance, Accounting, Budgets, Financial Services, Management, Corporate Finance, Business Process..., Variance Analysis, Managerial Finance, Process Improvement, Valuation, Mergers & Acquisitions, Hedge Funds, Capital Markets, Internal Audit, Fixed Income, Leadership, Alternative Investments, Risk Management, Private Equity, Cash Flow, Banking, General Ledger, Investments, Credit Risk, US GAAP, Strategic Financial..., Financial Risk, PeopleSoft, Treasury Management, Strategic Planning, Forecasting, Auditing, Securities, Bloomberg, Essbase, Consolidation, Portfolio Management, Shared Services, Cash Management, Asset Management, Hyperion Enterprise, Microsoft Office, Microsoft Office...
Education
University of Delaware - Lerner College of Business and Economics 1981 — 1985
Bachelor of Science (B.S.), Accounting
The Townsend Group May 2013 - Present
Citi Hedge Fund Services November 2012 - May 2013
Citi Hedge Fund Services June 2011 - November 2012
The Ohio State University Chief Investment Office July 2009 - June 2011
The Ohio State University Office of Business & Finance February 2008 - July 2009
Skills
Microsoft Office, Word, Excel, Access, Financial Modeling, Portfolio Management, Microsoft Excel, Alternative Investments, Microsoft Word, Derivatives, Finance, Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
B.S. Business Administration, Finance
Citi Hedge Fund Services 2003 - Present
Skills
Fund Of Funds, Hedge Funds, Valuation, Fund Accounting, Alternative Investments, Project Management, Tax, Financial Services, Fund Administration, Accounting, Hedge Accounting, Financial Statements, Equities, Fixed Income, Securities, Middle Office, Mutual Funds, Swaps
Education
Temple University 2007 — 2013
MBA, Finance
Penn State University 1999 — 2003
Bachelor of Science (BS), Accounting
Silverline June 2015 - Present
Accenture October 2013 - Present
Citi Hedge Fund Services January 2010 - October 2013
Lehman Brothers/Barclays Capital/Lehman Brothers Holdings October 2000 - October 2010
Accenture March 1998 - October 2000
Skills
Recruiting, Employee Relations, PeopleSoft, Personnel Management, Human Resources, Performance Management, Onboarding, Coaching, Talent Management, Change Management, Training, Management, Interviews
Education
SETON HALL UNIVERSITY 1994 — 1998
Bachelor of Arts, Sociology
Seton Hall University 1994 — 1998
Bachelor of Arts (BA), Sociology
Cornell University School of Labor Relations
Bachelor of Arts (B.A.), Certificate in HR Studies
KPMG US July 2014 - Present
CITI Hedge Fund Services January 2005 - February 2014
Education
Penn State University 1991 — 1995
Fuzz Productions January 2015 - Present
Nature Publishing Group May 2013 - December 2014
Bohler Engineering August 2010 - May 2013
Citi Hedge Fund Services March 2010 - August 2010
Molyneux Studio 2009 - 2010
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Analysis, Italian, General Ledger, Accounts Receivable, Budgets, US GAAP, IFRS, Accruals, Intercompany..., Project Accounting, Forecasting, Variance Analysis, Foreign Currency..., Consolidation, Auditing
Education
Temple University - Fox School of Business and Management 2004 — 2009
BBA, Accounting, Spanish and Latin American Studies for Business
Temple University Rome 2008 — 2008
International Business, Italian
The Wharton School July 2013 - Present
Huntington National Bank September 2011 - June 2013
Citi Hedge Fund Services 2007 - 2010
Skills
Auditing, Management, Cross-functional Team..., Leadership
Education
The Ohio State University Fisher College of Business 2010 — 2011
MBA
Interactive Data March 2011 - Present
Progressive Asset Management March 2010 - March 2011
Citi Hedge Fund Services February 2007 - December 2009
Pershing May 2004 - February 2007
Skills
Hedge Funds, Mutual Funds, Financial Services, Investments, Portfolio Management, ETFs, Securities, Fixed Income, Equities, Bloomberg, Financial Markets, Investment Strategies, Financial Analysis, Corporate Actions, Trading
Education
University of Delaware
BS, Political Science
Citi March 2014 - Present
Citi Hedge Fund Services June 2009 - February 2014
Citi August 2003 - June 2010
UBS Financial Services / Painewebber September 1999 - August 2003
Skills
Hedge Funds, Team Management, Project Management, Microsoft Office, Extremely Organized, Technology Product..., Business Analysis, Strategic Planning, Relationship Management, Management, Investments, Portfolio Management, Cash Management, Equities, Fund Administration, Account Reconciliation, Fixed Income, Leadership, Trading
Education
Monmouth University 2004 — 2006
Masters, Business Finance
Monmouth University 1995 — 1999
BS, Finance
Capco July 2015 - Present
Neuberger Berman October 2014 - June 2015
Citi February 2013 - September 2014
Credit Suisse AG March 2011 - December 2012
Eisai 2010 - 2011
Citi Hedge Fund Services 2008 - 2010
Sprint 2006 - 2008
ADP 2006 - 2006
Ernst & Young, LLP 1997 - 2006
Skills
Financial Analysis, Process Improvement, Financial Reporting, Risk Management, Sarbanes-Oxley Act, Forecasting, Financial Services, Managerial Finance, Banking, Business Analysis, Project Management, Financial Modeling, Operations Management, Finance, Financial Risk, Analysis, Business Process..., Corporate Finance, Vendor Management, Auditing, Portfolio Management, Credit Risk, Internal Audit, Accounting, Equities, Credit, Management, Internal Controls, Due Diligence, Management Consulting, Investment Banking, Executive Management, Enterprise Risk..., Capital Markets, Governance, Financial Accounting, Team Management, Variance Analysis, Risk Assessment, Fixed Income, Securities, IT Audit, Project Portfolio..., Bloomberg, Change Management, Investments, Access, Financial Markets, Cross-functional Team..., SDLC
Education
Ashford University 2008 — 2010
MBA, Finance
William Paterson University 1987 — 1991
Bachelor of Science (BS), Business: Finance
Credit Suisse July 2006 - Present
CACEIS (USA) Inc. May 2005 - July 2006
Barlow Partners April 2004 - May 2005
Citi Hedge Fund Services March 2001 - April 2004
Fidelity Investments September 2000 - March 2001
Skills
Private Equity, Hedge Funds, Compliance, AML, KYC, RFP, Alternative Investments, Excel, PowerPoint, Fund Of Funds, Asset Management, Investor Relations, Due Diligence, Bloomberg, Mutual Funds, Customer Relations, Asset Managment, Microsoft Excel, CRM, Management, Fixed Income, Investments, Derivatives, Capital Markets, Securities, Portfolio Management, Financial Markets, FX Options, Equities, Corporate Finance, Trading, Structured Finance, Financial Services, Emerging Markets, Financial Modeling, Banking
Education
Harvard University 2013 — 2016
Master's Degree, Finance
Université de Montréal - HEC Montréal 1996 — 2000
Bachelor's degree, Finance
Citi Hedge Fund Services June 2011 - Present
Allendale Public Schools January 2008 - May 2011
Barton Elementary School August 2009 - December 2009
Lenape Meadows Summer School June 2008 - July 2008
Hillside Elementary School May 2008 - June 2008
Brookside Middle School January 2006 - January 2008
Rivkin Radler LLP May 2007 - July 2007
Skills
Social Media, Access, Bloomberg, Hedge Funds, Middle Office, Event Planning, Social Networking, Onboarding, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Teamwork, Project Management, PowerPoint
Education
The College of New Jersey 2006 — 2010
Bachelor of Science, Elementary Education; Math/Science/Technology, (Double Major) With a specialization in Technology
Maples FS October 2009 - Present
Citi Hedge Fund Services March 2005 - September 2009
Skills
Hedge Funds, Financial Analysis, Investments, Alternative Investments
Education
Laval University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
BBR Partners February 2012 - Present
Citi Hedge Fund Services August 2011 - February 2012
AIS Fund Administration February 2010 - April 2011
Education
Seton Hall University 2005 — 2009
Business, Finance
Financial Products Research (FPR) January 2010 - Present
FRC April 2007 - February 2010
Citi Hedge Fund Services 2005 - 2007
Wallaston Investments 2002 - 2005
Skills
ETFs, Personal Finance, Corporate Finance, SPSS, Mutual Funds, Asset Managment, Investments, Wealth Management, Hedge Funds, Alternative Investments, Financial Services, Securities, Strategy, Portfolio Management, Financial Advisory, Investment Management, Series 7, Financial Analysis, Trading, Asset Management, Venture Capital, Equity Research, Investor Relations, Asset Allocation, Financial Modeling, Derivatives, FINRA, Emerging Markets, Economics, Investment Advisory, Investment Strategies, Equities, Financial Markets
Education
Boston University 2004 — 2006
Masters, Financial Economics
Massachusetts Institute of Technology
TIAA-CREF January 2015 - Present
Citi Hedge Fund Services July 2008 - December 2014
BISYS Hege Fund Services October 2006 - July 2008
Wilmer Cutler Pickering Hale and Dorr LLP June 2005 - June 2006
Skills
Conduct interviews for..., Data Analysis, Securities, Auditing, Analysis, Mutual Funds, User Acceptance Testing, Management, FX Options, Portfolio Management, Trading, Quality Assurance, Valuation, Advent Geneva, Eagle STAR, Eagle PACE, HI-Portfolio, JP Morgan Pricing Direct, LPC, Reuters, IDC Remote Plus, Bloomberg, Markit, Alternative Investments, Fund Accounting, Corporate Actions, Fund Administration, Hedge Funds, Fixed Income, Bloomberg Terminal
Education
University of Massachusetts Lowell
Master of Business Administration, Attending
Northeastern University
Bachelor of Science, Political Science
East Bridge Capital Management August 2013 - Present
Advise Technologies April 2012 - August 2013
Geosphere Capital Management January 2011 - March 2012
Geosphere Capital Management April 2008 - December 2010
Citi Hedge Fund Services November 2004 - April 2008
Education
Northeastern University 1999 — 2004
BS, Finance
Farallon Capital Management January 2007 - Present
Muir Data January 2012 - Present
Citco Fund Services 2004 - 2007
Citi Hedge Fund Services July 2001 - 2004
Skills
Financial Analysis, Market Research, Strategy Execution, Mobile Data Solutions, SaaS, Wind, Renewable Energy, Financial Modeling, Project Management, Start-ups, Entrepreneurship, Analysis, Analytics, Management, Auditing, Accounting, Asset Management, Portfolio Management, Strategy, Mergers & Acquisitions, Venture Capital, Valuation, Private Equity, Cleantech, Business Strategy, Executive Management, Corporate Development, Project Finance, Finance, Wind Turbines, Wind Power, Gearbox, Business Planning, Due Diligence, Sustainable Energy, Solar Energy, Emerging Markets, Corporate Finance, Investor Relations, Strategic Partnerships, Investments, Business Development, Energy, International Business, Alternative Investments, Hedge Funds, Equities, Strategic Planning, Leadership, Risk Management
Education
Presidio Graduate School 2010 — 2012
MBA, Sustainability
Bentley University 1997 — 2001
BS, Finance
South Burlington High School 1993 — 1997
Diploma
iPayment, Inc. September 2015 - Present
Orchard Brands July 2013 - February 2015
Appleseed's April 2009 - July 2013
Citi Hedge Fund Services June 2008 - April 2009
The First Marblehead Corporation March 2007 - May 2008
Skills
College Recruiting, Interviews, Employee Engagement, Talent Acquisition, Employee Benefits, Recruiting, Performance Management
Education
Salem State University 2002 — 2006
TD July 2015 - Present
TD August 2013 - July 2015
Eisai November 2011 - August 2013
Eisai July 2011 - November 2011
Citi Hedge Fund Services June 2007 - April 2011
State of New Jersey May 2005 - May 2007
Chubb & Son October 2001 - April 2005
Skills
Cash Management, Risk Management, Vendor Management, Forecasting, Process Improvement, Finance, Financial Services, Portfolio Management, Accounting, Analysis, Investments, Internal Controls, Treasury Management, Due Diligence, Internal Audit, Asset Management, Cash Flow, Management, SAP, Banking
Education
Montclair State University
MBA
St. Peter's College
BS, Economics, English
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
JPMorgan Chase May 2013 - Present
Citi Hedge Fund Services April 2010 - April 2013
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 1998 - July 2007
JPMorgan Chase October 1995 - April 1998
US Trust April 1988 - October 1995
Fidelity Investments April 1987 - April 1988
The Boston Company April 1982 - April 1987
State Street May 1980 - April 1982
Education
Bentley University 1976 — 1980
Citi Hedge Fund Services January 2007 - Present
Citi Hedge Fund Services October 2004 - December 2010
BISYS Fund Services January 1999 - October 2004
Skills
Fund Administration, Fund Accounting, Hedge Funds, Financial Services, Alternative Investments, Fund Of Funds, Bloomberg Terminal, Account Reconciliation, Training, Finance, Financial Accounting, Financial Analysis, Accounting, Bloomberg, Equities, Fixed Income, Mutual Funds, Business Analysis, Securities
Education
Bentley University 1990 — 1995
BS, Finance
CITI Hedge Fund Services 2011 - Present
CITI Fund Services July 2008 - December 2011
CITI Fund Services July 2005 - July 2008
Skills
Hedge Funds, Financial Reporting, Mutual Funds, Financial Analysis, Investments, Securities, Financial Services, Risk Management, Financial Modeling, Equities, Asset Management, Alternative Investments, Fixed Income, Strategic Financial..., Accounting, Derivatives, Bloomberg, Internal Controls, Banking, Portfolio Management
Education
University of Dayton 2000 — 2004
Bacchelor of Science, Finance, General
Kyard Capital Inc. October 2012 - Present
Desjardins September 2011 - October 2012
Desjardins Asset Management October 2007 - September 2011
Citi Hedge Fund Services January 2001 - December 2006
L'Oreal May 2000 - December 2000
Ernst & Young September 1997 - May 2000
Skills
Fund Accounting, Hedge Funds, Alternative Investments, Derivatives, Portfolio Management, Financial Markets, Due Diligence, Auditing, Investment Strategies, Risk Management
Education
Canadian Securities Institute 2004 — 2004
Canadian Securities Course (CSC)
Canadian Institute of Chartered Accountants 1999 — 1999
CA
Université de Montréal - HEC Montréal 1994 — 1997
B.A.A., Accounting
Laurion Capital April 2014 - Present
Fortress Investment Group July 2013 - April 2014
Centerbridge Partners March 2010 - February 2013
CITI Hedge Fund Services October 2007 - March 2010
Skills
Hedge Funds, Alternative Investments, Fund Administration, Fund Accounting, Bloomberg, Middle Office, Fixed Income, Corporate Actions, Derivatives, Asset Managment, Private Equity, Investments, Valuation, Credit Derivatives, Restructuring, Debt Restructuring, VPM, FX trading, Loans Administration, Capital Markets
Education
Rutgers University-New Brunswick 2001 — 2005
Citi Hedge Fund Services September 2002 - Present
Rothstein Kass September 2002 - August 2005
Skills
Hedge Funds, Fund Of Funds, Fund Accounting, Alternative Investments, Fund Administration, Private Equity, Fixed Income, Middle Office, Securities, Equities, Derivatives, US GAAP, Financial Reporting, Financial Services, Bloomberg
Education
Rider University 2001 — 2002
Master's Degree, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor's Degree, Major: Accounting, Minor: Computer Science
Citi Hedge Fund Services North America Inc. October 2003 - Present
CITI Hedge Fund Services 2003 - Present
Education
Arizona State University 1989 — 1993
SS&C Technologies May 2015 - Present
Morgan Stanley Fund Services April 2011 - May 2015
Citi Hedge Fund Services January 2008 - April 2011
Skills
Financial Reporting, Finance, Account Reconciliation, Analysis, Hedge Funds, Financial Services, Asset Management, Alternative Investments, Bloomberg, Derivatives, Equities, Financial Analysis, Financial Statements, Fixed Income, Fund Of Funds, Investments, Securities, Private Equity, Management, Valuation, Fund Administration
Education
Kean University
Bachelor's of Science, Finance
JPMorgan Chase April 2011 - Present
Citi Hedge Fund Services June 2010 - August 2010
Morgan Stanley November 2007 - May 2010
Morgan Stanley August 2004 - November 2007
Morgan Stanley April 2001 - August 2004
Alliance Capital Management/Alliance Bernstein November 1998 - April 2001
Alliance Capital Management February 1998 - November 1998
Skills
Business Analysis, Visio, SDLC, Business Process..., Requirements Gathering, SharePoint, Integration, Project Management, User Acceptance Testing, Analysis, Management, Business Requirements, Business Process, Software Documentation, Fixed Income, Equities, Asset Managment, Financial Services, Risk Management
Education
International Institute for Learning 2008 — 2008
Certified Project Management Professional
The Chubb Institute 2001 — 2002
Certificate, Computer Technical Support
University of Delaware 1993 — 1997
B.S, Business Administration (Finance concentration)
Piscataway High School 1989 — 1993
diploma
Citi Hedge Fund Services June 2008 - Present
Villafranco Wealth Management/Southwind Associates February 2006 - June 2008
Lebenthal Asset Management April 2004 - February 2006
H.G. Wellington June 2001 - April 2004
Skills
Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Derivatives, Securities, Portfolio Management, Equities, Capital Markets, Mutual Funds, Bonds, Series 7, Investment Banking, Options, Trading Systems
Education
University of Delaware 1997 — 2001
Business Administration, Finance
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Stone Coast Fund Services December 2014 - Present
Citi Hedge Fund Services August 2003 - November 2014
Putnam Investments 1993 - 2003
Education
College of Financial Planning 2009 — 2012
Master of Science, Financial Planning
Bentley University 1995 — 1996
Certificate Program, Pension and Employee Benefits Program
New England College 1985 — 1989
Bachelor of Arts, Marketing
Citi Hedge Fund Services August 2010 - May 2015
Citi Hedge Fund Services January 2008 - August 2010
BISYS Hedge Fund Services September 2005 - January 2008
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Securities, Financial Services
Education
Saint Anselm College 1996 — 2000
Bachelor's Degree, Business Administration and Management, General
Williston Northampton 1993 — 1996
High School
GxG Management LLC July 2012 - Present
HSBC January 2009 - June 2012
Duff Capital Advisors LP April 2008 - October 2008
Citi Hedge Fund Services October 2005 - April 2008
Skills
Accounting, Financial Analysis, Fund Administration, Investments, Fund Accounting, Private Equity, Equities, Financial Reporting, Financial Statements, Fund Of Funds, Hedge Funds, Management, Valuation, Mutual Funds, Due Diligence
Education
The Hebrew University 1995 — 2000
Economics, Accounting
Corvex Management January 2013 - Present
Hylas Capital Management November 2011 - December 2012
CastleRock Management November 2010 - November 2011
Ramius Capital Group December 2007 - November 2010
Citi Hedge Fund Services 2005 - 2007
Skills
Private Equity, Investments, Finance, Alternative Investments, Bloomberg, Hedge Funds, Financial Analysis, Asset Management, Fund Accounting, Financial Modeling, Fund Of Funds, Equities, Financial Reporting, Valuation
Education
Elon University - Martha and Spencer Love School of Business 2001 — 2005
BS, Finance and Marketing
Morgan Stanley July 2014 - Present
Citi Hedge Fund Services October 2011 - July 2014
Paskewitz Asset Management, LLC May 2010 - October 2011
Citi June 2007 - May 2010
ALLEN & COMPANY LLC 2006 - 2007
BISYS-RK ALTERNATIVE INVESTMENT SERVICES January 2005 - October 2006
Rothstein Kass January 2002 - December 2004
Skills
Hedge Funds, Valuation, Portfolio Management, Equities, Account Reconciliation
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2001
MBA
Renmin University of China 1987 — 1991
Bachelor
Citi Hedge Fund Services November 2005 - Present
Citi 2005 - Present
Skills
Bloomberg, Equities, Alternative Investments, Fixed Income, Portfolio Management, Derivatives, Capital Markets, Financial Analysis, Hedge Funds
Education
Pace University 1986 — 1990
BBA, Accounting
Beacon Consulting Group September 2012 - Present
Little Harbor Advisors May 2012 - September 2012
Tuckerbrook Alternative Investments February 2008 - May 2012
Citi Hedge Fund Services August 2005 - October 2007
BISYS Fund Services November 2004 - August 2005
BISYS Fund Services July 2001 - November 2004
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Financial Reporting, Alternative Investments, Fund Administration, Fund Of Funds, Investments, Private Equity, Asset Managment, Financial Analysis, Financial Modeling, Bloomberg, Accounting, Due Diligence, Auditing
Education
The University of Findlay 1997 — 2001
B.S., Accounting
Centerline Partners December 2012 - February 2013
BNY Mellon Hedge Fund Services June 2012 - December 2012
Tullet Prebon / OTC Valuations (Division Closed) June 2011 - January 2012
Citi Hedge Fund Services June 2010 - May 2011
Viteos Hedge Fund Services March 2008 - March 2009
Variman LLC September 2005 - January 2008
Global Investment Systems February 1998 - September 2005
Bankers Trust Company February 1996 - February 1998
Lexington Wealth Management December 1993 - February 1996
Education
Lehigh University 1989 — 1993
BA, Accounting
Lehigh University
Bachelor of Arts, Accounting
Citi Hedge Fund Services August 2009 - Present
Spectrum Global Fund Administration April 2007 - August 2009
BISYS Fund Services October 2005 - March 2007
Skills
Corporate Actions, Hedge Accounting, Fund Accounting, Bloomberg, Mutual Funds, Portfolio Management
Education
Ashland University 2011 — 2013
MBA, Finance and Entrepreneurship
Wittenberg University 2001 — 2005
Bachelors, Business Administration
Citi Hedge Fund Services 2008 - Present
State Street June 2006 - March 2008
Skills
Customer Service, Alternative Investments, Bloomberg, Equities, Mutual Funds, Microsoft Excel, Hedge Funds, Management, Fund Accounting
Education
Merrimack College 2004 — 2006
Business Administration - Management
Saint Bonaventure University 2002 — 2004
Business
Boston University
MBA
Deloitte Tax September 2015 - Present
Citi June 2012 - September 2015
Citi Hedge Fund Services September 2010 - June 2012
Citi July 2007 - September 2010
Citi October 2005 - June 2007
Deustche Bank December 2004 - September 2005
Commercial Federal Bank August 2002 - November 2004
Skills
Project Management, Multi Tasking, Financial Analysis, Financial Reporting, Risk Management, Finance, Portfolio Management, Alternative Investments, Investments, Equities, Accounting, Mentoring, Microsoft Office, Communication Skills
Education
University of Nebraska at Omaha 1997 — 2002
BSBA, Finance
BNY Mellon June 2015 - Present
Citi August 2014 - June 2015
Citi January 2012 - July 2014
Citi Hedge Fund Services February 2011 - January 2012
Skills
Financial Analysis, Financial Modeling, Asset Managment, Financial Reporting, Valuation, Hedge Funds, Derivatives, Bloomberg, Corporate Finance, Asset Management, Investment Banking, Equities, Alternative Investments, Analysis, Capital Markets, Finance, Investments, Fixed Income, Management, Portfolio Management, Securities
Education
Seton Hall University 2007 — 2010
Bachelor of Science, Accounting
NOT AVAILABLE N/A January 2014 - Present
NOT AVAILABLE N/A January 2010 - Present
Citi Hedge Fund Services January 2008 - December 2009
Education
Kutztown University of Pennsylvania 2003 — 2007
B.S., Finance
Citi Hedge Fund Services February 2014 - Present
Alphametrix360 LLC February 2012 - January 2014
Citigroup October 2007 - January 2010
Citigroup July 2006 - October 2007
Skills
Fund Accounting, Mutual Funds, Hedge Funds, Financial Reporting, Financial Analysis, Investments, Accounting, General Ledger, Auditing, Access, Fund Administration
Education
Franklin University 2007 — 2010
MBA, Financial Leadership
Franklin University 2003 — 2005
Bachelor, Business Administration
Université de Reims Champagne-Ardenne 1996 — 2001
Bachelor's degree, Economics
The Blackstone Group February 2008 - Present
Citi Hedge Fund Services 2006 - 2008
Education
University of Delaware 2002 — 2006
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Finance
Citi Hedge Fund Services December 2013 - Present
PwC January 2013 - July 2013
Bloomberg LP July 2012 - December 2012
CHS Properties July 2009 - July 2012
Philadelphia University June 2011 - May 2012
Skills
Tax Returns, Financial Accounting, Microsoft Excel, Account Reconciliation, Journal Entries, General Ledger, Microsoft Word, Financial Analysis, PowerPoint, Microsoft Office, GAAP, Bank Reconciliation, Data Entry, Spreadsheets, Bloomberg Software, Bloomberg Terminal, Bloomberg, Time Management, Managerial Finance, Accounting, QuickBooks, Accounts Payable, Financial Modeling, Analysis, Access, CPA, Management, Auditing, Economics, Customer Service, Tax Preparation, Accruals, Start-ups, US GAAP, Inventory Management, Databases, Finance, Tax, Corporate Tax, Financial Reporting, SAP, Data Analysis, Lotus Notes, Risk Management, Accounts Receivable, Retail, Budgets, Outlook, Mutual Funds, Internal Controls
Education
Philadelphia University 2011 — 2012
Master of Business Administration (M.B.A.), Accounting, B
Philadelphia University 2007 — 2011
Accounting
AMG Funds December 2014 - Present
Citi Hedge Fund Services November 2010 - December 2014
Deloitte & Touche February 2001 - February 2010
The Bank of New York September 1993 - February 2001
Skills
SEC filings, Internal Controls, GAAP, External Audit, US GAAP, IFRS, CPA, Auditing, Financial Reporting, Sarbanes-Oxley Act
Education
Hofstra University 1991 — 1993
BBA, Accounting
Smithtown HS East 1987 — 1990
Citi Hedge Fund Services 2004 - 2008
Education
Kean University 2009 — 2010
MBA
Kean University 1999 — 2003
BS, Accounting
Citi Hedge Fund Services January 2012 - Present
Citco Fund Services 2006 - December 2011
The Bank of New York 2002 - 2006
Fidelity Investments 2000 - 2002
Skills
Hedge Funds, Fund Administration, Alternative Investments, Mutual Funds, Fund Of Funds, Financial Services, AML, Transfer Agency, Investor Relations, Equities, Fixed Income
Education
Dalhousie University
B.Comm, Finance
Citi Hedge Fund Services November 2006 - January 2012
Wellington Management 2002 - 2006
JP Morgan 1993 - 2002
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Asset Managment, Securities, Investments, Derivatives
Education
Newbury College
Conifer Financial Services June 2011 - Present
1861 Capital Management September 2006 - December 2010
Citi Hedge Fund Services August 2004 - August 2006
Investors Group July 2002 - July 2004
Skills
Fund Accounting, Financial Accounting, Leadership, Project Management, Financial Analysis, Account Management, Bloomberg, Microsoft Office, Data Conversion, Hedge Funds, Mutual Funds, Finance, Equities, Fixed Income, Financial Services, Accounting, Investments
Education
University of Manitoba 1998 — 2002
Bachelor of Commerce, Finance & International Business
University of Manitoba 1994 — 1998
Bachelor of Science, Microbiology
SS&C Technologies July 2014 - Present
Citi Hedge Fund Services January 2011 - July 2014
Citi Hedge Fund Services July 2007 - January 2011
Citi Hedge Fund Services March 2006 - July 2007
JPMorgan Chase August 2005 - March 2006
JPMorgan Chase July 2001 - August 2005
JPMorgan Chase June 2000 - July 2001
JPMorgan Chase December 1999 - June 2000
Investors Bank & Trust January 1999 - October 1999
Skills
Accounting, Bloomberg, Financial Reporting, Fund Accounting, Hedge Funds, Mutual Funds, Vendor Management, Alternative Investments, Financial Services, Management, Strategy
Education
Boston University 1994 — 1998
Bachelor of Science (BS)
JPMorgan Chase February 2013 - Present
Merrill Lynch Alternative Investments August 2011 - October 2012
P&L Consulting Inc. April 2011 - August 2011
Citi Hedge Fund Services January 2009 - April 2011
Citi Alternative Investments January 2008 - January 2009
Citi Alternative Investments March 2007 - January 2008
J.P. Morgan Private Equity Fund Services August 2004 - March 2007
Skills
Alternative Investments, Superior Client Service, Product Management, Private Equity, Fund Administration, Investor Relations, Hedge Funds, Real Estate Private..., Operations Management, Operations Processes, Risk Management, Financial Services, Mutual Funds
Education
St. Francis College
Bachelor of Science, Finance
Citi Hedge Fund Services June 2010 - Present
Education
The Ohio State University 1998 — 2002
Bachelor of Science (BS), Family Resource Management Studies, General
Citi Hedge Fund Services September 2006 - Present
Skills
Bloomberg
Education
Saint Michael's College