Credit Suisse Asset Management
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Credit Suisse Asset Management Employees
McKinsey & Company July 2013 - Present
Credit Suisse Asset Management June 2012 - August 2012
US Army 2009 - 2010
US Army 2007 - 2009
US Army 2005 - 2007
Skills
Financial Modeling, Cross-functional Team..., Valuation, Economics, Financial Analysis, Business Strategy, Strategic Planning, Strategy, Data Analysis, Entrepreneurship, Management Consulting, Investments, Program Management, Operational Planning, Corporate Finance, Leadership, Military, Leadership Development, Project Management, Analysis, Training
Education
Harvard Business School 2011 — 2013
MBA, General Management
University of Hawaii at Manoa 2003 — 2005
MA, Asian Studies
United States Military Academy at West Point 1999 — 2003
BS, Economics
SRE Solutions LLC - strategy development & funding for transitional & growth-focused companies 2007 - Present
Integral Board Group, LLC April 2015 - Present
Women in the Boardroom February 2015 - Present
University Settlement 2008 - Present
The Door - A Center of Alternatives June 2014 - Present
Credit Suisse Asset Management January 2006 - May 2007
Citigroup Global Markets, Inc. December 2003 - August 2005
Deutsche Asset Management 2000 - 2003
Bankers Trust 1996 - 2003
Deutsche Asset Management 1998 - 2000
Skills
Strategy Formulation, Business Development, Business Analysis..., Restructuring, Mergers, Divestitures, Joint Ventures, International Product..., Platform Development, Investment Management, Investments, Hedge Funds, Alternative Investments, Commodity Pools, Global Investment..., ETFs, Leadership, Mergers & Acquisitions, Asset Management, Equities, Fixed Income, Strategic Partnerships, Executive Management, Securities, Asset Allocation, Trading, Finance, Non-profit Board..., Banking, Fundraising, Non-profit Leadership, Organizational..., Private Equity, Structured Finance, Business Planning
Education
Hofstra University School of Law
Juris Doctor (J.D.)
tondo January 2014 - Present
Winton Capital Management March 2014 - September 2015
BH Macro Limited, BH Global Limited, BH Credit Catalysts Limited September 2007 - March 2014
Credit Suisse Asset Management January 2011 - March 2013
Brevan Howard 2006 - 2011
Coalition Development 2006 - 2011
J.P. Morgan August 2001 - August 2006
Deutsche Bank September 1996 - August 2001
Merrill Lynch August 1994 - August 1996
CS First Boston July 1989 - August 1991
Skills
Hedge Funds, Investments, Alternative Investments, Credit Derivatives, Investment Banking, Emerging Markets, Private Equity, Capital Markets, Strategy, Trading, Interest Rate..., Foreign Exchange, International, Product Marketing, Marketing Strategy, Fundraising, Strategic Consulting, Non-Executive Director, Business Development, Fixed Income, Structured Products, Equities, Derivatives, Financial Markets, Asset Management, Investment Management, Structured Finance, Mergers & Acquisitions, Valuation, FX Options
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
William Penn Charter School, Philadelphia 1980 — 1985
Diploma
Posterscope USA February 2010 - February 2013
AllianceBernstein November 2004 - October 2009
Credit Suisse Asset Management April 2004 - November 2004
ABN AMRO September 2003 - April 2004
Lehman Brothers Holdings Inc. October 2000 - January 2003
Education
Bauder College 1991 — 1993
Associate of Arts (A.A.), Fashion Merchandising
Life Sci Advisors December 2011 - Present
BAM Capital LLC February 2007 - December 2008
Akam Sales & Brokerage 2008 - 2008
Credit Suisse Asset Management 2003 - 2006
UBS Asset Management 1993 - 2003
Skills
Proprietary Trading, Hedge Funds
Education
Northeastern University
Angie Colombo Jewelry NYC September 2008 - Present
Angie Colombo Jewelry September 2008 - Present
PERSONNEL EXPRESS March 2007 - Present
SAVOY ATLANTIC January 2004 - Present
CLAY FINLAY INC April 2006 - September 2006
CREDIT SUISSE ASSET MANAGEMENT January 1999 - January 2003
TEMPORARY ALTERNATIVES January 1996 - January 1999
GALBREATH January 1991 - January 1996
Credit Suisse 1993 - 1996
Colliers ABR January 1990 - January 1991
Skills
Outlook
Education
New York University 1984 — 1989
Bachelor of Arts, Journalism
New York University
Bachelor of Arts, Journalism
Credit Suisse Asset Management June 2015 - Present
BlackRock June 2013 - August 2013
CITIC Securities December 2012 - January 2013
University of California, Berkeley, Haas School of Business January 2011 - January 2013
Deutsche Bank June 2012 - July 2012
Skills
Python, R, Java, SQL, C++, VBA, Microsoft Excel, Bloomberg
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.), Financial Engineering
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Statistics
University of California, Berkeley, Haas School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan November 2010 - Present
Third Wave Gloval Investors March 2006 - November 2010
Credit Suisse Asset Management February 1999 - September 2004
UBS March 1996 - February 1999
Bank of Japan 1995 - 1996
Skills
Equities, Hedge Funds, FX Options, Global Macro, Financial Modeling, Investment Banking, Portfolio Management, Fixed Income, Valuation, Investments, Capital Markets, Derivatives, Financial Services, Asset Management, Financial Analysis
Education
Queen's University
Doctor of Philosophy (PhD), Financial Economics
John Locke Capital Management, LP January 2006 - Present
Marathon Asset Management March 2004 - December 2005
Credit Suisse Asset Management June 1998 - August 2005
Education
Columbia University - Columbia Business School 1995 — 2007
MBA - Honors
Columbia University - School of International and Public Affairs 1996 — 1997
MIA - Honors, Infinternaitona Finance
Williams College 1988 — 1992
BA, Asian Studies
Taft School 1985 — 1988
Credit Suisse Asset Management March 2008 - Present
Morgan Stanley Investment Management June 2006 - March 2008
The A Team, LLC December 2002 - June 2006
Skills
Alternative Investments, Product Management, Marketing Communications, Hedge Funds, Investor Relations, Marketing, Business Development, Asset Managment, Equities, Investments, Mutual Funds, Fixed Income, Derivatives, Private Equity, Investment Management, ETFs, Emerging Markets, Options, Bloomberg, Asset Management, Series 7, Structured Products, Financial Markets, Series 63, Financial Services, Fund Of Funds, Investment Strategies, Institutional..., Wealth Management, Relationship Management, High Net Worth..., Finance, series 3
Education
Columbia University in the City of New York
Enrolled in the Executive MBA program (expected graduation May 2016)
Canisius College 1998 — 2002
Bachelor of Science - Dual Degree, Management & Marketing
Henry Street Settlement March 2015 - Present
Center for New York City Neighborhoods July 2012 - March 2015
Center for New York City Neighborhoods September 2008 - July 2012
NPower NY January 2007 - September 2008
NPower (nonprofit) January 2006 - January 2007
mindSHIFT Technologies, Inc.n 2000 - 2006
Credit Suisse Asset Management 1998 - 2000
Mount Sinai Hospital - Home Health Care 1997 - 1997
University of California, Irvine - University Library 1993 - 1996
Skills
Non-profits, Salesforce.com, TCP/IP, Cloud Computing, Community Organizing, Community Outreach, Disaster Recovery, Microsoft Office, Networking, Nonprofits, Program Management, Project Management, Public Speaking, Social Media, System Administration, Technical Support, Volunteer Management, Windows 7, Program Development, Information Technology, Fundraising
Education
Pace University 2013 — 2013
Human Resources Management and Services
University of California, Irvine 1989 — 1994
Bachelor's degree, Biology/Biological Sciences, General
Welsh, Carson, Anderson & Stowe April 2012 - Present
FLAG Capital Management, LLC May 2003 - September 2010
Credit Suisse Asset Management September 2000 - May 2003
Donaldson, Lufkin and Jenrette May 1997 - September 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Asset Management, Valuation, Equities, Due Diligence, Venture Capital, Financial Modeling, Capital Markets
Education
Georgetown University 1982 — 1986
BS, Business Administration, Marketing and International Management
LifeSci Advisors December 2011 - Present
Glenwood 2012 - 2012
Bam Capital LLC 2006 - 2008
Credit Suisse Asset Management 2003 - 2005
UBS Global Asset Management 1993 - 2003
UBS Global Asset Management 1993 - 2003
Skills
Hedge Funds, Investment Banking, Private Equity, Financial Modeling, Equity Research, Venture Capital, Business Strategy, Market Research, Equities, Alternative Investments, Competitive Analysis, Derivatives, Investments, Asset Management, Portfolio Management, Investor Relations, Valuation
Education
Northeastern University 1979 — 1984
Bachelor of Science (B.S.), Pharmacy
The Leo Group, LLC January 2015 - Present
Apex Wealth Services LLC November 2012 - December 2014
FCG Global, LLC May 2011 - January 2013
Papmarkou Wellner Inc. January 2010 - April 2011
Silvercrest Asset Management April 2002 - October 2009
Credit Suisse Asset Management November 2000 - March 2002
Donaldson, Lufkin & Jenrette September 1992 - November 2000
Bessemer Trust March 1987 - September 1992
Skills
Portfolio Management, Finance, Management, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Account Management, Investments, Private Equity, Wealth Management, Fixed Income, Equities, Valuation, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1986
MBA, Finance
Boston College 1979 — 1983
BA, History
TradeWeb July 2007 - August 2014
Credit Suisse Asset Management March 1996 - April 2007
Bank of America National Trust May 1993 - March 1996
Skills
Derivatives, Fixed Income, Equities, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Electronic Trading, Financial Markets, Market Data
Education
St John's University
BS, Business Management, College of Business Administration
St. John's University
Credit Suisse December 2013 - Present
Credit Suisse Asset Management April 2011 - Present
Various Entities 1998 - Present
Credit Suisse Group July 2008 - May 2011
Morgan Stanley 1996 - 2008
Morgan Stanley Prime Brokerage 2002 - 2007
Knight-Ridder Financial September 1994 - November 1996
Micro bank 1996 - 1996
Dow Jones Telerate September 1985 - August 1994
Informatics General Corp. 1980 - 1985
Skills
Requirements Analysis, Business Analysis, Vendor Management, Asset Management, Software Project..., Voice Acting, Project Management, Process Improvement, Integration, Asset Managment, Financial Services, Project Delivery, Management, Requirements Gathering
Education
Purchase College, SUNY
BA/LA, Literature, History
Fidelity Investments May 2015 - Present
The place that probably has your 401k September 2013 - August 2015
UBS September 2010 - May 2013
UBS December 2006 - March 2010
UBS Financial Services January 2007 - January 2008
UBS Financial Services December 2006 - January 2007
Credit Suisse Asset Management January 2005 - October 2006
Citigroup Asset Management October 2004 - November 2005
Prudential Financial January 1996 - January 2004
Prudential Investments January 2001 - January 2002
Education
State University of New York College at Oneonta
BA, Interdisciplinary Studies
Lord, Abbett & Co. LLC August 2014 - Present
First New York Securities April 2013 - October 2013
Boodell and Co. December 2010 - July 2011
Sansar Capital 2005 - 2010
Black Arrow Capital Management, LLC January 2003 - April 2005
Credit Suisse Asset Management February 1996 - September 2002
Skills
Trading, Hedge Funds, Fixed Income, Proprietary Trading, Options, Bloomberg, Derivatives, Equities, Alternative Investments, Trading Strategies, Equity Trading, Portfolio Management, Asset Management, Capital Markets, Equity Research, Emerging Markets
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
The George Washington University 1990 — 1995
Bachelor's degree
Ellen Taverner Consulting March 2010 - Present
Gibson, Dunn & Crutcher LLP May 2008 - February 2010
Cooley Godward Kronish LLP May 2002 - April 2008
Autodaq/Onlane.com January 2000 - January 2002
Credit Suisse Asset Management January 1998 - December 1999
The Nasdaq Stock Market August 1992 - December 1997
KPMG October 1989 - July 1992
Regis McKenna Inc. 1987 - 1989
Skills
Marketing Strategy, Strategy, Internal Communications, Marketing Communications, Change Management, Strategic Planning, Strategic Communications, Integrated Marketing, Corporate Branding, Marketing Management, B2B Marketing, Public Relations, Start-ups, Online Marketing, E-commerce, Digital Marketing, Consulting, Business Strategy
Education
Alliant International University-San Francisco Bay 2008 — 2013
Master’s Degree, Organizational Psychology
University of California, Santa Cruz
B.A. w/ Highest Honors, Sociology
Golden Seeds 2009 - Present
UCM Partners 2005 - 2009
Credit Suisse Asset Management 1997 - 2005
Morgan Stanley 1995 - 1997
Greenwich Capital 1993 - 1995
First Boston Corporation 1984 - 1993
Buck Consultants 1979 - 1984
Education
Fellow - Society of Actuaries (lapsed)
(lapsed)
New York University
Bachelor's degree
http://theworldaccordingtojud.com/ January 2009 - Present
Bear Stearns Asset Management Inc. 2000 - 2008
Credit Suisse Asset Management 1999 - 2000
JP Morgan Chase November 1987 - October 1999
Avon Liquors, Inc 1974 - 1987
WPLG-TV 10 Miami 1973 - 1974
Skills
Fixed Income, Asset Management, Accounting, Reconciliation, Bloomberg, Asset Allocation, Wealth Management, Bonds, Excel, Microsoft Office, Middle Office, Banking, Equities, Microsoft Excel
Education
University of Miami 1970 — 1974
BA, Journalism
New York University 1969 — 1971
Bachelor of Arts (B.A.), Mass Communications
OppenheimerFunds August 2004 - Present
Bank of America February 2002 - August 2004
Credit Suisse Asset Management January 1996 - March 2002
BEA Associates (Aquired by Credit Suisse) April 1989 - January 1996
Skills
IT Strategy, Vendor Management, Financial Services, Business Analysis, Executive Management, Business Process..., Business Development, IT Operations, Investment Management, Back Office, Architecture, Business Intelligence, Project Portfolio..., Risk Management, Asset Managment, Project Management, Management, Wealth Management, Portfolio Management, Software Development, SDLC, Investments, Information Technology, PMO, Strategy, Finance, Asset Management, IT Management, Outsourcing, Disaster Recovery, Governance, Business Process, Architectures, Enterprise Architecture, Integration, Data Warehousing, Software Project..., Program Management, Business Continuity, Agile Project Management, Business Transformation, CRM, Cloud Computing, Data Center, Enterprise Software, IT Service Management, IT Transformation, PMP, Process Improvement, Requirements Analysis
Education
Binghamton University 1982 — 1986
Bachelor, Mathematics & Computer Science
MSCI Inc. March 2014 - Present
Dimensional Fund Advisors January 2009 - March 2014
JPMorgan 2008 - 2009
Bear Stearns 2006 - 2008
Wechsler Ross & Partners 2005 - 2006
Credit Suisse Asset Management 2003 - 2005
Skills
Copywriting, Newsletters, Strategy, Marketing, Brochures, Emerging Markets, Marketing Communications, Fixed Income, Integrated Marketing, Investment Management, Content Strategy, Alternative Investments, Asset Allocation, Risk Management, Asset Management, Investment Banking, Investments, Equities, Mutual Funds, Portfolio Management, Content Marketing
Education
The London School of Economics and Political Science (LSE) 1999 — 2000
MSc, International Political Economy
Harvard University 1997 — 1999
ALB, Economics/International Relations
Westwood High
Selfhelp Community Services July 2012 - Present
Chadbourne & Parke LLP December 2003 - November 2010
Credit Suisse Asset Management June 1999 - December 2003
Skills
Cost Benefit, Microsoft Excel, Outlook, Contract Negotiation, Invoicing, Operations Management, Process Improvement, Procurement, Vendor Management, Time Management, Strategic Sourcing, RFP, Purchasing, PowerPoint, Negotiation, Microsoft Word, Microsoft Office, Facilities Management, Customer Service, Contract Management, Budgets
Education
Borough of Manhattan Community College 2004 — 2006
AS, Liberal Arts
Wave Hill Capital Management, LLC September 2010 - Present
Credit Suisse Asset Management February 2008 - June 2010
Credit Suisse June 2005 - February 2008
Deutsche Bank October 2002 - June 2005
Morgan Stanley June 2001 - October 2002
Education
Raffles Junior College 1994 — 1996
Massachusetts Institute of Technology
SB, Economics
Massachusetts Institute of Technology
Masters of Engineering, Computer Science
Massachusetts Institute of Technology
SB, Mathematics
Massachusetts Institute of Technology
SB, Computer Science
Massachusetts Institute of Technology - Sloan School of Management
SB, Finance
RBC (Royal Bank of Canada) Wealth Management May 2008 - Present
501(c) 3 March 2007 - Present
Bear Stearns July 2001 - April 2008
HALO 2003 - 2007
Credit Suisse Asset Management 1998 - 2000
Morgan Guaranty Trust 1993 - 1998
PricewaterhouseCoopers 1992 - 1994
State University of NY at Stony Brook January 1990 - May 1992
Skills
Macroeconomics, Econometrics, Risk Management, Portfolio Management, Financial Economics, Asset Management, International Economics, Asset Managment
Education
Harvard University 1983 — 1990
Ph.D., Economics, Finance
University of Toronto 1981 — 1982
M.A., Economics
University of Toronto - University College 1977 — 1981
B.A., Economics
Credit Suisse Asset Management September 2013 - Present
Citi July 2012 - September 2013
CognoLink Limited March 2012 - July 2012
Education
Lafayette College 2007 — 2011
Economics & Business
Steinberg Asset Management, LLC November 2004 - October 2012
Credit Suisse Asset Management July 1999 - August 2004
Warburg Pincus Asset Management January 1994 - July 1999
Strong Capital Management, Inc. 1988 - 1994
Skills
Hedge Funds, Asset Managment, Equities, Fixed Income, Alternative Investments, Investments, Mutual Funds, Equity Research, Investment Management, Private Equity, Series 7, Investor Relations, Emerging Markets, High Yield, Capital Markets, Relationship Management, Investment Advisory, Institutional..., Asset Management
Education
Indiana University Bloomington 1983 — 1986
Bachelor of Science (BS), Finance, General
Credit Suisse Asset Management August 2010 - Present
Gleacher Fund Advisors January 2008 - April 2009
Olympia Capital Management March 2004 - December 2007
Credit Suisse February 2001 - March 2004
Skills
Hedge Funds, Derivatives, Alternative Investments, Equity Derivatives, Fund Of Funds, Prime Brokerage, Portfolio Management, Investments, CDS, Structured Finance
Education
Stuyvesant High School
Dartmouth College
BA, Math and Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Bernstein Private Wealth Management September 2009 - Present
Morgan Stanley Private Wealth Management April 2006 - September 2009
Marsh & McLennan April 2001 - April 2006
Credit Suisse Asset Management August 1999 - April 2001
Skills
Investments, Asset Management, Asset Allocation, Alternative Investments, Private Equity, Portfolio Management, Equities, Strategic Financial..., Finance, Financial Modeling, Mergers & Acquisitions, Wealth Management
Education
Northwestern University 2003 — 2006
Master of Business Administration (MBA), Finance, Strategy, Marketing
Bucknell University 1995 — 1999
BA, Finance & Economics (Interdepartmental Major)
Credit Suisse Asset Management October 2008 - January 2012
HSBC Asset Management July 2007 - July 2008
MacKay Shields 2001 - 2003
Credit Suisse Asset Management February 1993 - December 2000
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Middle Office, Asset Managment, Hedge Funds, Trading, Bonds, Securities, FX Options, Mutual Funds, Back Office, Investment Banking, Asset Allocation, Investments, Wealth Management, Alternative Investments, Structured Products, Financial Markets, Asset Management, Swaps
Education
Aveda Institute-New York 2003 — 2004
Cosmetology/Cosmetologist, General
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
SWCD LLC March 2013 - Present
Axonic Capital LLC February 2011 - February 2013
Flintlock Capital Asset Management, LLC April 2010 - February 2011
Institutional Credit Partners LLC July 2005 - April 2010
Credit Suisse Asset Management 2000 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2000
Merrill Lynch June 1994 - July 1996
Education
United States Military Academy at West Point 1987 — 1991
BS, Economics
Harrison High School
Akamai Technologies May 2013 - Present
Beyond Boundaries - Executive Coaching & Consulting LLP May 2009 - Present
Credit Suisse July 2007 - May 2009
Credit Suisse Asset Management June 2003 - July 2007
Credit Suisse Asset Management 2002 - 2003
Sealcorp Holdings (now part of Westpac Banking Corporation) July 2000 - November 2002
Silver Chain December 1998 - July 2000
RAC WA 1996 - 1998
Advance Bank (now part of Westpac Banking Corporation) February 1989 - March 1996
Skills
Executive Coaching, Performance Management, Large Group Facilitation, Organizational..., Leadership Development, Cultural Diversity, Emotional Intelligence, Development Of Teams, Coaching, HR Strategy, Succession Planning, Talent Development, Change Leadership, Mentoring, Management Development, 360 Feedback, Team Building, Performance Improvement, Talent Management, Training, Human Resources, Employee Engagement, Culture Change, Career Development, Training Delivery, Personal Development, Workforce Planning, Employee Training, Executive Development, Assessment Center, Career Management, HR Policies, Staff Development, Human Capital, Strategic HR, Change Management, Personnel Management, Management, Workshop Facilitation, Employee Relations, Business Strategy, Recruiting, Program Management, Leadership, Organizational..., Team Management, Consulting, Team Leadership, Organizational Design
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Talent Management Institute
University of Sydney 2001 — 2003
Master of HRM & Coaching, HR and Coaching Psychology
Edith Cowan University 1997 — 1999
Bachelor, Training and Development
AXA Advisors 2007 - Present
Credit Suisse Asset Management 1998 - 2005
Warburg Pincus 1989 - 1998
Skills
Financial Planning, Investments, Portfolio Management, Asset Allocation, Asset Management
Education
Fordham University
BA, Psychology
UBS Investment Bank February 2015 - Present
ING Investment Management 2011 - January 2015
Credit Suisse Asset Management 2008 - 2010
Credit Suisse 2005 - 2008
Skills
Project Finance, Hedge Funds, Fund Of Funds, Alternative Investment..., Investor Relations, hedge fund business..., Fixed Income, Commodities, Equities, Alternative Investments, Investment Management, Commodity, Strategy, Mutual Funds, Bloomberg, Asset Management, Derivatives, Portfolio Management, Capital Markets, Investments
Education
Cornell University 2001 — 2005
BS, Applied Economics and Management
Schantz Investments February 2009 - Present
HSBC Global Asset Management May 2005 - January 2009
Credit Suisse Asset Management February 2000 - April 2005
Prudential Securities, Inc. February 1988 - January 2000
E.F. Hutton & Co. July 1984 - January 1988
Wells Fargo Bank, N.A. January 1979 - June 1984
The Chase Manhattan Bank, N.A. February 1971 - December 1978
United States Army September 1970 - January 1971
Skills
High Yield, Bonds, Securities, Credit Analysis, Fixed Income, Asset Managment, Investment Banking, Hedge Funds, Asset Management, Loans, Credit, Equities, LBO, Alternative Investments, Capital Markets, Options
Education
Lehigh University 1966 — 1970
B.A., Government (Magna Cum Laude)
Klingenstein Fields Wealth Advisors April 2003 - Present
Credit Suisse Asset Management 1999 - 2003
Warburg Pincus Asset Management 1978 - 1999
Warburg Pincus 1978 - 1999
Skills
Equities, Fixed Income, Portfolio Management, Asset Management, Investment Management
Education
Fordham University 1983 — 1987
MBA, Finance
Fairfield University 1974 — 1978
Bachelor of Arts, Economics
Abbott Capital Management, LLC January 2015 - Present
Neuberger Berman November 2011 - December 2014
Aviva Investors North America September 2009 - January 2011
Credit Suisse April 2007 - February 2009
Credit Suisse September 2006 - April 2007
Credit Suisse 2005 - 2006
Credit Suisse Asset Management 2004 - 2005
NYLIM Retirement Plan Services 2003 - 2004
NYLIM 2001 - 2003
Skills
Consultant Relations, Alternative Investments, Institutional Investors, Consultants, Institutional..., Hedge Funds, Investment Strategies, Asset Management, Mutual Funds, Private Equity, Financial Services, Equities, Investor Relations, Due Diligence, Asset Allocation, Investment Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance
Hamilton College 1997 — 2001
Bachelor of Arts (BA), English and Mathematics
Libera Università di Lingue e Comunicazione IULM 2000 — 2000
Garden City High School 1993 — 1997
Credit Suisse Asset Management April 2015 - Present
GoldenTree Asset Management April 2013 - April 2015
Credit Suisse November 2000 - April 2013
Skills
CLO, CDO, European Structured..., ABS, RMBS, Structured Prodcuts, Trading, Derivatives, Risk Management, Visual Basic, SQL, Java
Education
Columbia University in the City of New York
BS, Computer Science
Stuyvesant High School
Amazon June 2015 - Present
Broadridge Financial Solutions May 2010 - May 2015
Broadridge Financial Solutions January 2007 - May 2010
Broadridge Financial Solutions January 2006 - January 2007
ADP January 2004 - January 2006
CREDIT SUISSE ASSET MANAGEMENT January 2000 - January 2003
Seligman Data Corporation January 1997 - January 2000
Dreyfus Service Corporation January 1995 - October 1997
Skills
ISO, Six Sigma, Cycle Counting, Department Budget..., Staff Management, Procurement, Requirements Analysis, Documentation, Production, Forecasting, Project Management, Equities, Financial Services, Vendor Management, Management, Process Improvement
Education
Dowling College 2007 — 2011
MASTERS OF BUSINESS ADMINISTRATION, BUSINESS LEADERSHIP AND MANAGEMENT, 4.0
Pace University 1990 — 1994
BACHELORS, BUSINESS ADMINISTRATION
Credit Suisse Asset Management January 2014 - Present
PB Health Coaching August 2013 - Present
PSB Constellation Inc January 2013 - Present
Credit Suisse Asset Management January 2013 - December 2013
Weichert Realtors September 2012 - January 2013
BlackRock November 1999 - September 2012
Independence Savings Bank 1988 - 1994
Independence Savings Bank 1988 - 1994
Skills
Real Estate, Selling, Real Estate Transactions, Investment Properties, Investments, Real Estate Financing, Real Estate Economics, Financial Analysis, Investment Management, Financial Modeling, Asset Managment, Fixed Income, Structured Finance, Finance, Loans, Settlement, CDS, Bloomberg, Trading Systems, Structured Products, Middle Office, Asset Management, Trading, Bonds, Portfolio Management, Derivatives, Mortgage Lending
Education
New York Real Estate Institute 2012 — 2012
NYS Real Estate Salesperson License, Real Estate
Fordham University 1997 — 2000
Master of Business Administration (MBA), Finance, General
Brooklyn College 1988 — 1992
Bachelor of Science (BSc), Business Finance and Administration
Credit Suisse Asset Management September 1998 - December 2003
Veronis Suhler Stevenson March 1995 - September 1998
Skills
Research, Data Analysis, Microsoft Excel, Project Management, Microsoft Office, PowerPoint, Business Analysis, Program Management, Microsoft Word, Analysis, Management
Education
Binghamton University 1991 — 1995
Bachelor of Arts, Philosophy, Politics & Law
New York University
Business Administration and Management, General
Viramal Limited September 2014 - Present
J. P. Morgan Mutual Funds February 2013 - Present
Virtual Capital Management LLC January 2007 - Present
Private Company November 2007 - February 2009
Credit Suisse Asset Management January 2003 - December 2006
JP Morgan Asset Management 1980 - December 2002
Morgan Guaranty Trust Company July 1968 - 1980
Skills
Equities, Finance, Fixed Income, Hedge Funds, Alternative Investments, Management, Capital Markets, Asset Managment, Portfolio Management, Investments, Investment Banking, Private Equity, Valuation, Asset Allocation, Asset Management, Securities, Investment Management, Equity Research
Education
Barnard College 1964 — 1968
ba, Economics
Northern Trust Asset Management September 2014 - September 2015
Northern Trust Asset Management January 2010 - August 2014
Northern Trust Global Investments May 2002 - January 2010
TimesSquare Capital Management July 1999 - May 2002
Credit Suisse Asset Management January 1996 - July 1999
Skills
Fixed Income, Relationship Management, Product Management, Hedge Funds, Management, Asset Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Investments, Portfolio Management, Asset Managment, Investment Strategies, Derivatives, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, Finance
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Finance
Federated Investors January 2015 - Present
Federated Investors July 2004 - Present
Credit Suisse Asset Management June 2003 - August 2003
Skills
Equity Research, Bloomberg, Alternative Investments, Equities, Hedge Funds, Equity Valuation, Portfolio Management, Valuation, Fixed Income, Series 7, Investments, Series 63, Investment Banking, Capital Markets, Asset Allocation, Asset Management, Securities, Investment Strategies, Investment Management, Mutual Funds, Financial Modeling, Emerging Markets, Derivatives, Trading, Bonds, Financial Markets, ETFs, Private Equity, Options, Equity Trading, Wealth Management
Education
Columbia Business School 2012 — 2014
EMBA
The Johns Hopkins University 2000 — 2004
Bachelor of Arts, Political Science
Barclays June 2013 - Present
Morgan Stanley January 2010 - April 2012
Morgan Stanley September 2006 - December 2009
Credit Suisse Asset Management May 1997 - September 2000
Alliance Bernstein 1986 - 1997
reserve fund 1982 - 1986
Skills
Vendor Management, Operations Management, Budget, Change Management, P&L Responsibility, Expense Management, Risk Management, Project Management, Customer Service, Headcount Management, Headcount Reporting, Vendor Finance, Vendor Relationships, Business Continuity..., Operational Excellence, Business Process..., Third Party Vendor..., Third Party Billing, Vendor Expense Reduction, Operational Risk..., Call Center..., Mentoring, Budgets, Financial Modeling, Forecasting, Finance, Capital Markets, Training, Operational Risk, Wealth Management, Fixed Income, Mutual Funds, Equities, P&L Management, Hedge Funds, Executive Management, Securities, Series 7, Derivatives, Financial Services, Banking, Strategy, Financial Risk
Education
Syracuse University 1976 — 1980
Littlejohn & Co September 2015 - Present
H.I.G. Capital March 2013 - August 2015
SAM Sustainable Asset Management August 2009 - March 2013
Credit Suisse Asset Management October 2005 - February 2009
Bear Stearns May 2002 - October 2005
Morgan Stanley 2000 - 2001
ING Barings 1998 - 2000
Skills
Private Equity, Buyouts, LBO, Investor Relations, Asset Managment, Alternative Investments, Investment Management, Hedge Funds, Equities, Emerging Markets, Investments, Trading, Capital Markets, Valuation, Bloomberg, Fixed Income, Derivatives, Portfolio Management, Financial Structuring, Investment Banking, Financial Modeling, Structured Finance, Commodity
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance, General
Villanova University 1994 — 1998
BS, Finance
Credit Suisse Asset Management August 2008 - Present
Hello Baby Productions September 2005 - Present
Skills
Marketing..., Media Production, Relationship Management, Marketing, Investor Relations, Multimedia, Management, Digital Media, Editing, Corporate Communications, Entrepreneurship, Content Strategy, Social Media, Marketing Communications, Asset Managment, Copywriting, Integrated Marketing, Social Media Marketing, Hedge Funds, Alternative Investments
Education
New York University 1991 — 1996
MFA
Columbia University
BA
Nuveen Investments 2002 - Present
Credit Suisse Asset Management 1999 - 2002
Warburg Pincus Asset Management 1997 - 1999
Gordon Altman Butowsky Weitzen Shalov & Wein 1995 - 1997
Skills
Hedge Funds, Trading, Asset Management, Investments, Mergers, Securities, Due Diligence, Compliance, Equities, Alternative Investments, Fixed Income, Mutual Funds, Institutional Investors, 1940 Act, Investment Advisory, Investment Advisers Act, ERISA, UCITS, Fund Of Funds, Asset Allocation, Capital Markets, Institutional..., Asset Managment, Private Placements, Mergers & Acquisitions, Investment Management, Emerging Markets, Financial Advisory, Investment Strategies, Investment Company Act, ETFs, FINRA
Education
Boston University School of Law 1992 — 1995
JD, cum laude,
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BA, with honors
Credit Suisse July 2015 - Present
Credit Suisse Asset Management September 2014 - July 2015
Credit Suisse July 2013 - September 2014
BlackRock October 2012 - May 2013
Credit Suisse June 2012 - August 2012
Sumitomo Mitsui Trust Bank September 2011 - June 2012
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Commodity Markets
Education
Macaulay Honors College at The City University of New York 2009 — 2013
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor's Degree, Statistics & Quantitative Modeling
Lorenzo de' Medici 2013 — 2013
Study Abroad, Italian Renaissance, Culture, and Civilization
Trust Company of the West May 2006 - March 2015
Bank of New York Asset Management 2001 - 2006
Credit Suisse Asset Management 1995 - 2000
BEA Associates 1985 - 1995
Kidder Peabody 1980 - 1983
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Investment Strategies, Fixed Income, Investment Management, Equities, Investments, Asset Allocation, High Yield, Asset Management, Capital Markets, Structured Products, Derivatives, Bloomberg, Securities, Fund Of Funds, Mutual Funds, Sales, Client Services, Product Development, Sales Management, Marketing Strategy, Institutional...
Education
Stanford University Graduate School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance, General
Columbia College (NY) 1977 — 1981
Bachelor of Arts (BA), Economics / Mathematical Statistics
McCann Erickson October 2010 - Present
mcgarrybowen and dentsu america June 2009 - October 2010
kirshenbaum bond + partners/Dotglu October 2007 - March 2009
Saatchi & Saatchi November 2005 - October 2007
Acxiom Corporation 2002 - 2005
24/7 Media 2000 - 2001
Credit Suisse Asset Management 1998 - 2000
Education
Syracuse University 1992 — 1996
BSc, S.I. Newhouse School of Public Communications
Syosset High School 1989 — 1992
Columbia Business School Alumni Club of New York January 2014 - Present
HelpMeSee November 2014 - Present
Columbia University Medical Center April 2009 - November 2014
Columbia University in the City of New York May 2004 - March 2009
BWJ International, LLC June 2001 - May 2004
General Dynamics Information Technology/Equient November 2000 - June 2001
Bates/CCG.XM/141 Worldwide December 1999 - November 2000
Credit Suisse Asset Management February 1999 - December 1999
Skills
Social Media Marketing, Social Networking Sites, Online Advertising, Facebook, YouTube, Twitter, LinkedIn, Itunes, Business Plan..., Web Project Management, Product Development, Social Media Monitoring, Online Marketing, Google Analytics, Wordpress, SEO, Organic Search, Blogging, Community Management, Social Media, Social Marketing, Content Management, Digital Media, WordPress, Web Marketing, Social Media Measurement, New Media, Business Planning, Business Development, Strategy, Email Marketing, Marketing Strategy, Web Design, Content Strategy, Lead Generation, Editing, Digital Strategy, Multimedia, Social Networking, Digital Marketing, Content Development, Web Content
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Management of Information, Communication & Media
University of Cincinnati College of Business 1983 — 1989
BBA, Information Systems
Boardman High School
Lenox Advisors February 2015 - Present
TIAA-CREF June 2012 - November 2014
Solaris Asset Management June 2008 - May 2011
Rock Crest Capital LLC March 2007 - April 2008
Credit Suisse Asset Management January 2000 - December 2006
Warburg Pincus 2000 - 2000
Eagle Asset Management July 1997 - December 1999
Skills
Equities, Portfolio Management, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance
Brandeis University 1984 — 1988
B.A., Economics
Visa July 2012 - Present
VISA July 2004 - June 2012
Dresdner Kleinwort Wasserstein February 2001 - June 2004
Credit Suisse Asset Management October 1999 - January 2001
Barclays Capital (BZW) May 1999 - September 1999
UBS (Warburg Dillon Read) July 1997 - April 1999
British Telecom (BT) August 1996 - June 1997
British Telecom (BT) October 1992 - July 1996
Skills
Server Architecture, Enterprise Architecture, Server Consolidation, Technical Leadership, Cross-functional Team..., Project Delivery, Project Coordination, Project Planning, Project Management, Migration Projects, ITIL, Unix Operating Systems, Unix Security, Unix Shell Scripting, Virtualization, High Availability, Disaster Recovery, Virtual Server, Coding Languages, VMware, RHEL, RHEV, Solaris, HP-UX, PowerVM, AIX, Tru64, Unix, Oracle RAC, Veritas Volume Manager, Veritas Cluster Server, Oracle VM, Scripting, Visual Basic, PHP, Python, Perl, Xen, SPARC, IBM pSeries, HP Proliant, Databases, Database Administration, Data Center, Team Leadership, Operations Management, IT Strategy, Big Data, Predictive Analytics, Security
Education
Buckinghamshire New University 1985 — 1987
HND
Kings University
Msc
Broadridge Financial Solutions March 2014 - Present
Broadridge Financial Solutions November 2009 - March 2014
Mickey Felice's Steak House 2002 - 2009
Credit Suisse Asset Management 1999 - 2002
Evergreen Funds (First Union National Bank) 1995 - 1999
Skills
Financial Services, Mutual Funds, Securities, Equities, Fixed Income, Banking, Back Office, Series 7, Client Services, Relationship Management, Call Centers, Bloomberg, Financial Markets, Investments, Portfolio Management
Education
Saint Bonaventure University 1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
PineBridge Investments November 2010 - Present
Credit Suisse Asset Management November 1999 - October 2010
Deutsche Bank Americas April 1993 - October 1999
Skills
Asset Management, Alternative Investments, Hedge Funds, Investment Banking, Organizational..., Private Equity, Investments, Valuation
Education
Harvard Business School 1977 — 1980
Master of Business Administration (MBA)
Harvard Law School 1976 — 1980
J.D.
Harvard College 1972 — 1976
A.B., Economics
Esposito Securities, LLC October 2014 - Present
VJR May 2010 - Present
Addepar December 2011 - March 2014
Addepar September 2011 - March 2014
Credit Suisse Asset Management May 2010 - September 2011
Credit Suisse First Boston June 2009 - August 2009
Skills
Hedge Funds, Alternative Investments, Financial Markets, Financial Modeling, Entrepreneurship, Family Office, Institutional Investors, Asset Management, Corporate Development, Private Equity, Strategy, Institutional..., Business Development, Wealth Management, Venture Capital, Business Strategy
Education
Columbia Engineering 2014 — 2016
Master's Degree, Financial Engineering
Columbia University in the City of New York 2006 — 2010
B.A, Economics, Studies in Financial Engineering
London School of Economics and Political Science 2008 — 2008
Certificate, Political Economics
Bergen Catholic 2002 — 2006
Perella Weinberg Partners September 2015 - Present
Permal Asset Management June 2003 - September 2015
Credit Suisse Asset Management 2000 - 2003
Permal Asset Management 1996 - 1999
Skills
Alternative Investments, Fund Of Funds, Hedge Funds, Portfolio Management, Global Macro, Investments, Asset Management, Asset Allocation
Education
Columbia University - School of International and Public Affairs
Master of International Affairs, International Affairs and Finance
Georgetown University 1991 — 1995
BSBA, Finance, General
Lycee Alexandre Dumas
Virtus Investment Partners April 2004 - Present
John A. Levin & Co. April 2001 - March 2004
Credit Suisse Asset Management March 2000 - March 2001
Mellon Capital Management January 1998 - January 2000
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Managment, Equities, Series 7, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Series 63, Fixed Income, Investment Strategies, Securities, Financial Modeling, Capital Markets, FINRA, Wealth Management, Investment Management, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1995
MBA, Business
The University of Connecticut School of Business 1989 — 1992
BS, Finance
TIAA-CREF 2006 - Present
John Levin & Co March 2005 - November 2005
Credit Suisse Asset Management 2000 - 2005
Morgan Stanley Investment Management 1995 - 1999
Education
Lafayette College 1977 — 1980
University of Denver 1975 — 1977
Midamerica Financial January 2014 - Present
Adhesion Wealth Advisor Solutions October 2012 - August 2013
Paladin REIT 2010 - August 2011
ATEL Securities February 2008 - September 2008
AXA Equitable March 2007 - October 2007
MainStay Investments November 2005 - December 2006
Gartmore Investments March 2004 - March 2005
Credit Suisse Asset Management November 2002 - March 2004
ING Funds November 2000 - November 2002
Federated Investors June 1996 - November 2000
Skills
Start-ups, Business Development, Sales Operations, Mutual Funds, Alternative Investments, Investments, Marketing Strategy, Strategic Planning, Retirement, New Business Development, Training, Fixed Income, Marketing, Separately Managed..., Marketing Communications, Series 24, Portfolio Management, Securities, Sales, Investment Strategies, Financial Services, Retirement Planning, Financial Advisory, Sales Management, Series 63, Series 7, Asset Allocation, Product Development, Fixed Annuities
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance, Finance, General
The Pennsylvania State University, State 1992 — 1996
Bachelor's of Science, Finance
Credit Suisse Asset Management April 2011 - May 2015
Credit Suisse February 2010 - April 2011
Bank of New York Mellon January 2010 - February 2010
The School of Industrial and Labor Relations, Office of Student Services August 2007 - December 2009
New York City's Human Resources Administration June 2008 - August 2009
Better Business Bureau of Metropolitan New York January 2008 - January 2008
Electromagnetics Technologies Industries, Inc. May 2007 - August 2007
Skills
Strategy, Finance, Analysis, Bloomberg, Derivatives, Alternative Investments, Investments, Asset Management, Due Diligence, Research
Education
Cornell University 2006 — 2010
BS, Industrial and Labor Relations
Bergen County Technical High School 2002 — 2006
High School, Law & Justice Major
The Chinese University of Hong Kong
AT&T - Shannon Labs September 2011 - January 2012
Viewpointe January 2006 - November 2009
Viewpointe January 2006 - November 2009
Bear Stearns 2005 - 2005
Credit Suisse Asset Management 2004 - 2004
JPMorgan Chase 2000 - 2004
Automated Pharmaceutical Services. 1994 - 1998
Skills
Software Development, Unix, Object Oriented Design, Testing, SDLC, SOA, Software Engineering, OOP, Databases, Perl, PL/SQL, Linux, C++, Solaris, Shell Scripting, SQL, XML
Education
North Carolina State University
BS, CS
North Carolina State University
BSCS
Staley Capital Advisers, Inc. June 2007 - Present
CFA Society of Pittsburgh 2006 - 2011
CFA Society of PIttsburgh June 2008 - June 2010
Mellon Private Wealth Management October 2004 - June 2007
Mellon Trust of New York December 2000 - October 2004
Credit Suisse Asset Management December 1999 - December 2000
Cantor Fitzgerald January 1993 - December 1999
Education
Cleveland State University 1989 — 1993
BBA, Finance
Homestead Funds January 2015 - Present
Eaton Vance September 2008 - May 2014
Credit Suisse Asset Management January 2004 - January 2007
D.A. Capital Management, LLC January 2001 - January 2004
Invesco August 1997 - October 2000
Invesco Management & Research January 1988 - August 1997
Gardner & Preston Moss, Inc. September 1982 - January 1988
Skills
Equities, Portfolio Management, Investment Strategies, Hedge Funds, Alternative Investments, Equity Research, Mutual Funds, Investments, Equity Valuation, Asset Managment, Asset Allocation, ETFs, Asset Management, Fund Of Funds, Fixed Income, Bloomberg, Valuation, Investment Management, Derivatives
Education
The University of Chicago - Booth School of Business 1977 — 1980
MBA, Finance
Knox College 1972 — 1976
BA, Honors, Economics
Aksia LLC August 2008 - April 2012
Cerberus Capital Management 2005 - 2007
Credit Suisse Asset Management March 2004 - December 2005
Credit Suisse Asset Management March 2004 - December 2005
CapitalThinking June 1999 - December 2003
Merrill Lynch September 1998 - June 1999
NewsCorp August 1997 - June 1998
eConnection 1996 - 1997
Skills
CMS, Intranet, Extranet, Microsoft Office, Portals, Start-ups, Problem Solving, Team Building, Teamwork, .NET, C#, ADO.NET, AJAX.NET, TFS, Log4Net, ASP.NET MVC, Lucene, MVC, Adobe LiveCycle Designer, Factiva, BPM, Windows Azure, SQL Azure, Visual C#, Agile Project Management, Project Management, Virtual Teams, Web Services, JavaScript, SQL, ASP.NET, Business Process Design, Microsoft SQL Server, SDLC, Software Development, Visual Studio, Web Applications, jQuery, Integration, Visio, AJAX, VB.NET, IT Management, Business Process, SharePoint, Architecture, MS Project, Application Architecture, WCF, SOA
Education
Hobart and William Smith College 1992 — 1996
Bachelors, Computer Science
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, Computer Science
Morgan Stanley Wealth Management February 2008 - Present
DNG Technology January 2007 - February 2008
Legg Mason & Co. LLC December 2005 - October 2006
Citigroup Asset Management October 2002 - December 2005
Credit Suisse Asset Management (CSAM) September 1999 - December 2000
Credit Suisse Asset Management 1999 - 2000
Salomon Brothers May 1992 - September 1997
Price Waterhouse LLC 1988 - 1992
Skills
IT Strategy, Business Process, Business Analysis, Program Management, Management, Process Improvement, Financial Services, ITIL, Vendor Management, Market Data, Portfolio Management, Project Management, Change Management, PMO, Equities, SDLC, Enterprise Software, Fixed Income
Education
University of South Florida 1985 — 1988
BS
Michigan State University 1982 — 1984
STATE STREET INVESTMENT MANAGEMENT January 2011 - July 2014
DEUTSCHE BANK ASSET MANAGEMENT June 2010 - December 2010
MORGAN STANLEY ASSET MANAGEMENT June 2007 - June 2010
CREDIT SUISSE ASSET MANAGEMENT May 1997 - December 2006
UBS WARBURG (W.I. CARR-AMERICAS LTD) August 1994 - May 1997
MERRILL LYNCH, PIERCE & SMITH NEW COURT, New York, NY October 1992 - August 1994
Skills
Settlements, Fixed Income, Asset Management, Investments, Trading, Client Service, Bloomberg, Derivatives, Equities, Mutual Funds, FX, Securities, Cash, Transaction Processing, Investment Banking, Asset Allocation, Institutional, Customer Relations, Security, Spanish, Microsoft Office, Customer Service, Middle Office, Risk Management, Back Office, Emerging Markets, Capital Markets, Financial Markets, Bonds, Banking, Due Diligence
Education
Saint Peter's University
Bachelor of Science (BS)
Compliance Science June 2015 - Present
Kyriba May 2014 - Present
eFront July 2013 - January 2014
Reval April 2007 - June 2013
Linedata Services May 2006 - April 2007
Bank of America June 2004 - May 2006
City of New York - FISA 2002 - 2004
Credit Suisse Asset Management 2000 - 2001
Skills
Interest Rate..., Derivatives, Fixed Income, Business Analysis, Trading Systems, FX Options, Risk Management, Market Data, Project Management, Process Improvement, Management, Financial Services, Strategy, Finance, Integration, Requirements Analysis, SDLC, Requirements Gathering, Analysis, Portfolio Management, Visio
Education
American University 1993 — 1995
BA, Economics
Bronx High School of Science 1985 — 1989
Rhinebeck Bank January 2015 - Present
SUNY Orange 2005 - Present
Principia Partners July 2005 - December 2014
Viewpoint May 2000 - December 2003
Credit Suisse Asset Management August 1996 - May 2000
Kinney Parking Systems April 1995 - August 1996
BlackRock March 1993 - April 1995
Skills
Change Management, Recruiting, Human Resources, Applicant Tracking..., Employee Relations, Talent Acquisition, Employee Engagement, Talent Management, Management, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MS, Human Resources
Saint John's University 1986 — 1990
BA, Psychology
SAZL Solutions February 2009 - Present
Altisource April 2014 - December 2014
Credit Suisse June 2011 - October 2012
Credit Suisse Asset Management January 2004 - December 2008
Deutsche Bank / Zurich Scudder Investments June 1999 - June 2002
As Prescribed Inc. May 1997 - May 1999
UBS August 1997 - October 1998
Skills
Market Data, Fixed Income, Asset Managment, Disaster Recovery, Hedge Funds, Technical Support, Asset Management, Equities, Bloomberg, Trading Systems, Business Analysis, Vendor Management, Electronic Trading, Derivatives, Investment Banking, Capital Markets, Portfolio Management, Financial Services
Education
Pace University 1990 — 1995
Private Investment Fund March 2012 - March 2015
Franklin Templeton Investments January 2002 - March 2012
Credit Suisse Asset Management December 1999 - July 2001
Skills
Equities, Equity Research, Bloomberg, Investments, Valuation, Capital Markets, Portfolio Management, Hedge Funds, Asset Managment, Financial Modeling, Financial Analysis, Securities, Mutual Funds, Alternative Investments, Equity Valuation, Asset Management, Derivatives
Education
Fordham University 1998 — 2001
MBA, Finance
University of Delaware 1990 — 1994
Bachelor of Science (B.S.), Finance, General
IAABO November 2009 - Present
The Guardian Life Insurance Company of America January 2012 - October 2012
MetLife - North Shore Finanical Group May 2005 - December 2011
JPMorgan Chase December 2004 - February 2005
Toussaint Capital Partners March 2004 - November 2004
Credit Suisse Asset Management March 1997 - August 2003
Blaylock & Partners July 1995 - July 1996
The Choice Program - Univ. of MD Baltimore County July 1992 - June 1995
Skills
Investments, Retirement Planning, Financial Planning, Wealth Management, Retirement, Mutual Funds, Pensions, Portfolio Management, Equities, Asset Management, Asset Managment, Banking, Capital Markets, Financial Services, Fixed Income, Insurance, Life Insurance, Securities, Strategic Financial...
Education
Connecticut College 1987 — 1992
Bachelor of Arts (B.A.), Economics
Hartford Public High School 1983 — 1987
Business Administration and Management, General
Credit Suisse May 2011 - November 2012
Credit Suisse Asset Management January 2007 - December 2009
Credit Suisse Asset Management 2002 - December 2006
Credit Suisse Asset Managment December 1999 - December 2004
Warburg Pincus Asset Mgmt February 1995 - December 1999
Kidder Peabody January 1985 - December 1994
Skills
Equities, Fixed Income, Asset Managment, Investment Banking, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, Due Diligence, Hedge Funds, Emerging Markets, Management, Investments, Market Data, Middle Office, Strategy, Portfolio Management, Venture Capital, Trading Systems, Vendor Management
Education
State University of New York - System 1984 — 1994
AAS, Business Management
New York Institute of Technology 1982 — 1985
Computer Science
Epoch Investment Partners July 2008 - Present
Catalyst Investors 2007 - 2007
Epoch Investment Partners January 2005 - June 2006
Bank of America 2002 - 2005
Credit Suisse Asset Management 2002 - 2002
JPMorgan Chase 2001 - 2002
Skills
Equities, Portfolio Management, Financial Modeling, Valuation, Fixed Income, Investments, Capital Markets, Equity Research, Private Equity, Asset Allocation, Investment Management, Trading, Investment Strategies
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Value Investing
Colgate University 1997 — 2001
Mathematics
UBS January 2013 - Present
Credit Suisse January 2011 - April 2012
Credit Suisse November 2008 - April 2012
Credit Suisse January 2004 - January 2008
Credit Suisse Asset Management January 2000 - April 2004
Warburg Pincus January 1998 - April 2000
Skills
Series 6, 7, 63, 66, 9,...
Education
Muhlenberg College 1991 — 1995
Bachelor of Arts (BA), Economics/ Finance
DePaul High School
HSBC Bank USA September 2004 - March 2015
Credit Suisse Asset Management October 1986 - May 2003
Skills
Vendor Management, Equities, Data Center, Risk Management, SDLC, Financial Services, Fixed Income, Business Analysis, Portfolio Management, Banking, Change Management, Process Improvement
Education
The George Washington University - School of Business 2007 — 2007
Master's Certificate, IT Project Management
Fiserv October 2003 - Present
Credit Suisse Asset Management April 2002 - October 2003
Tucker Anthony Incorporated (acquired by RBC Dain Rauscher) August 2000 - March 2002
Ashland Management Incorporated June 1994 - August 2000
Skills
Investments, Business Analysis, Business Requirements, Process Improvement, Requirements Gathering, Requirements Analysis, Accounting, SDLC, Portfolio Management, Visio, Business Process, Business Process..., Analysis, Vendor Management
Education
Pace University 1990 — 1994
BBA, Accounting
Bishop Kearney High School 1986 — 1990
Madison Proprietary Trading Group AuditorCredit Suisse Asset Management1999 - 2002
credit suisse asset management 1998 - 2002
Education
Boston University Questrom School of Business 1994 — 1997
Pernod Ricard USA July 2014 - Present
Pernod Ricard July 2012 - Present
Pernod Ricard USA July 2010 - October 2012
Pernod Ricard USA July 2008 - September 2010
Absolut Spirits Company Inc. June 2007 - July 2008
Credit Suisse Asset Management April 2004 - May 2007
Toscorp, Inc. March 2000 - June 2003
Skills
Sponsorship, Marketing Communications, Public Relations, Marketing Strategy, Event Management, Social Media, Marketing, Social Media Marketing, Customer Insight, Integrated Marketing, Event Planning, Corporate Communications, Alcoholic Beverages, Creative Direction, Press Releases, Blogging, Management, Strategic Communications
Education
Fordham University 2001 — 2003
Bachelor of Arts (B.A.), Journalism
Emerson College 1999 — 2001
Creative Writing: Short Fiction and Poetry
DSM CAPITAL PARTNERS LLC January 2011 - Present
FAMILY MANAGEMENT CORPORATION March 2005 - January 2011
CREDIT SUISSE ASSET MANAGEMENT July 2000 - March 2005
GOLDMAN SACHS ASSET MANAGEMENT July 1999 - July 2000
OPPENHEIMER & CO. October 1996 - July 1999
NEW YORK STOCK EXCHANGE September 1994 - October 1996
Skills
Securities, Hedge Funds, Corporate Governance, Equities, Investment Management, Risk Management, Fixed Income, Due Diligence, Investments, Alternative Investments, Broker-Dealer, Securities Regulation, AML, Series 7, Series 24, Series 4, Private Placements, Mutual Funds, Private Equity, Asset Managment, Derivatives, Investment Advisory, Capital Markets, Financial Services, Fund Of Funds, Asset Allocation, SEC, Asset Management, FINRA
Education
New York Law School 1994 — 1997
J.D, Finance
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1993
Bachelors of Arts & Science, International Relations & Psychology
Case Western Reserve University
PALISADE CAPITAL MANAGEMENT, LLC February 2009 - Present
AG ASSET MANAGEMENT, a subsidiary of Angelo, Gordon & Co. April 2004 - January 2009
CREDIT SUISSE ASSET MANAGEMENT May 2000 - March 2004
DB Alex. Brown July 1997 - April 2000
J.P. Morgan 1992 - 1995
Skills
Equity Research, Financials, Analysts, Business Services, Investments, Asset Managment, Trading, Mutual Funds, Stocks
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Masters, Business Administration; Finance
Binghamton University 1989 — 1992
BA, Double Major Economics & Political Science
Credit Suisse July 2009 - Present
Credit Suisse Asset Management June 2008 - September 2008
Dyer and Blair Investment Bank April 2007 - August 2007
Alliance Bernstein April 2005 - May 2007
Fisher Investments, Inc. September 2002 - May 2004
Fisher Investments, Inc. January 2001 - September 2002
Skills
Economics, Portfolio Management, Commodities, Equities, Research, Client Service, Derivatives, Currency, Bloomberg, Investment Banking, Asset Management, Commodity, Trading, Mutual Funds, Asset Allocation, Analysis, Investments
Education
London Business School 2007 — 2009
MBA, Business
IESE Business School - University of Navarra 2009 — 2009
International Exchange (MBA)
University of California, Santa Barbara 1997 — 2001
Bachelors of Arts, 1: Business/ Economics, 2: Communication
Merrill Lynch Wealth Management Marketing at Bank of America January 2012 - Present
Mirixa Corporation August 2007 - June 2011
Rydex Investments March 2002 - July 2005
Rydex Investments March 2002 - September 2004
CREDIT SUISSE ASSET MANAGEMENT July 1999 - March 2002
Skills
Marketing Communications, Marketing Strategy, Marketing, Leadership, Digital Marketing
Education
Marist College 1995 — 1999
B.S., Marketing and International Business
Montgomery High School 1990 — 1995
PIMCO January 2011 - Present
Allianz Global Investors January 2007 - December 2010
Credit Suisse Asset Management 1999 - 2006
Credit Suisse Asset Management (formerly BEA Associates) 1999 - 2006
Credit Suisse 1999 - 2006
Credit Suisse Group 1999 - 2006
Warburg Pincus 1995 - 1999
Warburg Pincus Asset Management 1995 - 1999
GNA 1990 - 1993
Skills
Alternative Investments, Fixed Income, Series 7, Mutual Funds, Asset Management, Equities, Investment Management, Wealth Management, Investments, Securities, Management, Strategy, Financial Services, Emerging Markets, Hedge Funds, Financial Markets, Asset Managment, 401k, Asset Allocation, Risk Management, Finance, Retirement Planning, Investment Strategies, Series 24, Due Diligence, Investment Advisory, Wealth Management..., FINRA, Series 63, Investment Banking, Fund Of Funds, Financial Advisory, Competitive Analysis, Separately Managed..., Relationship Management, Series 65, Executive Management, Financial Analysis, Financial Modeling, Hedging, Capital Markets, Series 6, Institutional..., Mergers & Acquisitions, Equity Research, Trading, Strategic Financial..., Bloomberg, Private Equity, Retirement
Education
Cornell University 1977 — 1981
Silvercrest Asset Management Group LLC March 2002 - Present
Credit Suisse Asset Management November 2000 - March 2002
Donaldson, Lufkin & Jenrette Asset Management March 1983 - November 2000
Skills
Asset Management, Asset Managment, Financial Analysis, Due Diligence, Capital Markets, Financial Modeling, Hedge Funds, Wealth Management, Hedging, Valuation, Strategy, Relationship Management, Mergers & Acquisitions, Investments, Equity Research, Accounting, Electronic Trading, Banking, Portfolio Management, Strategic Financial..., Series 7, Financial Services, Auditing, Finance, Equities, Alternative Investments, Corporate Finance, Management
Education
City University of New York-College of Staten Island 1982 — 1985
BA, Economics
Markit March 2013 - Present
CoreOne Technologies December 2011 - November 2012
BetaShares May 2009 - November 2011
CorVal Partners July 2008 - April 2009
Ellerston Capital Ltd January 2007 - July 2008
Credit Suisse Asset Management May 2006 - December 2006
CBA October 2005 - April 2006
Citigroup Asset Management February 2002 - March 2005
Goldman Sachs March 2001 - November 2001
Montgomery Asset Management April 2000 - March 2001
Skills
Equities, Hedge Funds, Derivatives, Asset Managment, Fixed Income, Middle Office, Prime Brokerage, Financial Services, Securities, Capital Markets, Trading Systems, Back Office, Portfolio Management, Trading, ETFs, Institutional Investors, Management, Wealth Management, Investments, Asset Management, Corporate Actions, Mutual Funds, Settlement, Banking, Business Analysis, Strategy, Investment Banking, Valuation, Financial Markets, Alternative Investments, Bloomberg, Index Funds, Unit Pricing
Education
State University of New York at Oswego 1989 — 1993
Bachelor of Arts (B.A.), Economics
Credit Suisse Asset Management 2007 - Present
Lehman Brothers Asset Management 1994 - 2007
Education
Fordham Gabelli School of Business 1992 — 1994
MBA, Accounting
Saint John's University 1984 — 1988
BS, Finance
Moody's Corporation August 2009 - Present
Credit Suisse Asset Management August 2007 - December 2008
Bloomberg News May 2004 - August 2007
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
New York University - Leonard N. Stern School of Business
BS, Accounting
Reliance Trust Company July 2014 - Present
Union Bank March 2014 - July 2014
Morgan Stanley September 2004 - February 2014
MORGAN STANLEY PRIVATE BANK January 2004 - February 2014
CREDIT SUISSE ASSET MANAGEMENT January 2000 - January 2004
Littman Krooks LLP January 1994 - January 2000
Skills
Trusts, Trust Services, Estate Planning, Investments, Portfolio Management, Wills, Tax, Wealth Management..., Wealth Management, Series 7, Securities, Asset Allocation, Asset Management, Powers of Attorney, Investment Management, CRM, High Net Worth..., Retirement Planning, Equities, Investment Advisory, Private Banking, Mutual Funds, Wealth, Alternative Investments
Education
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
COLUMBIA UNIVERSITY 1986 — 1990
Bachelor of Art's Degree, History
Fred Alger Management August 2005 - Present
Fred Alger & Company August 2005 - Present
AMVESCAP October 2004 - July 2005
Credit Suisse Asset Management August 2002 - October 2004
Credit Suiss Asset Management January 1997 - July 2002
Skills
Mutual Funds, Investment Management, Strategic Planning, Financial Advisory, Hedge Funds, Alternative Investments, Asset Management, Equities, Fixed Income, Investments, Securities, Portfolio Management
Education
Northwestern University School of Law 1986 — 1989
J.D
Columbia University in the City of New York 1982 — 1986
BA, Economics
Credit Suisse Asset Management July 1999 - January 2007
Credit Suisse 1999 - 2007
Education
Pace University - Lubin School of Business 1978 — 1983
Morningstar, Inc. (NASDQ: MORN) May 2013 - Present
The New School for Public Engagement (NPSE) April 2013 - Present
Golden Seeds January 2012 - Present
Pro Mujer January 2010 - Present
Evercore Asset Management, LLC 2005 - 2011
Credit Suisse Asset Management 2003 - 2005
Alliance Bernstein 2000 - 2002
Sanford C Bernstein & Co, Inc. 1981 - 2000
Skills
Equities, Asset Managment, Investment Management, Investment Strategies, Series 7, Asset Allocation, Equity Research, Emerging Markets, Private Equity, Financial Modeling, Investments, Capital Markets, Venture Capital, Investment Advisory, Asset Management, Portfolio Management
Education
Boston University
Bachelor of Arts (B.A.), East Asian Studies
New York University
M.B.A., Accounting, Taxation
TABB Group May 2014 - Present
Barclays Capital May 2012 - May 2014
SJ Levinson October 2009 - May 2012
Bloomberg September 2006 - October 2009
Credit Suisse Asset Management 1999 - 2007
Bank of New York Mellon 1996 - 1999
Bankers Trust 1993 - 1996
Skills
Electronic Trading, Trading, Equity Trading, Trading Strategies, Trading Systems, Market Structure, Microsoft SQL Server, Bloomberg, Trading System, Fixed Income, Asset Management, Equities, Quantitative Analytics, Investment Banking, Investments, Derivatives, Portfolio Management, TCA, Financial Markets, Equity Derivatives, Hedge Funds, ETFs, Capital Markets, Series 7, Securities, Series 63
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1993
MBA, Finance
Goucher College
Citigroup December 2009 - Present
Credit Suisse Asset Management October 2007 - November 2009
Perishing LLC August 2007 - October 2007
Epoch Investment Partners June 2006 - August 2007
Lord Abbett & Co 2004 - 2007
UBS May 2006 - June 2006
Lord Abbett April 2005 - May 2006
Morrow and Company January 2002 - April 2005
Education
Monmouth University 1997 — 2001
Freehold Twp Highschool 1994 — 1997
Blenheim Capital Management, LLC June 2014 - Present
Edgestream Partners October 2012 - May 2014
Credit Suisse Asset Management October 2000 - October 2012
DLJ Asset Management October 2000 - January 2001
EIM International August 1999 - September 2000
Access International Advisors April 1997 - August 1999
Skills
Global Macro, Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Asset Managment, Equity Derivatives, Portfolio Management, Asset Management, Hedging, Due Diligence, Bonds, Investments
Education
McGill University 1996 — 1997
Finance
HEC Montréal 1993 — 1996
BBA, Finance
Université de Montréal 1992 — 1993
Minor, Economic Sciences
Ecole Zodiac 1978 — 1984
Neuberger Berman May 2004 - Present
Credit Suisse Asset Management 2000 - 2004
J.P. Morgan Investment Management 1996 - 2000
Harvard Business School 1994 - 1996
Skills
Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments, Derivatives, Capital Markets, Bloomberg
Education
Drexel University - LeBow College of Business 1988 — 1994
MBA, PhD, Finance
The University of Hong Kong 1984 — 1987
B.Sc. (Hon), Engineering
Imperial Capital, LLC November 2013 - Present
Janney Montgomery Scott April 2013 - November 2013
Knight Capital Group June 2008 - April 2013
Credit Derivatives Research LLC 2006 - 2008
Sterne Agee 2006 - 2006
ICAP 2005 - 2006
HSBC Securities 2003 - 2005
Credit Suisse 1996 - 2002
credit suisse asset management 1995 - 2002
Skills
Fixed Income, Bonds, Trading, Credit Derivatives, Buy-side, Series 7, Series 63, Bloomberg, Asset Management, Electronic Trading
Education
Hofstra University 1998 — 2002
MBA, Finance
Hofstra University 1990 — 1995
Hofstra University 1990 — 1994
Chaminade High School
Trilogy Advisors Head of Risk ManagementTrilogy Global Advisors1999 - Present
Credit Suisse Asset Management 1994 - 1999
Credit Suisse 1992 - 1997
Skills
Alternative Investments, Fixed Income, Asset Managment, Equities, Hedge Funds, Portfolio Management, Derivatives, Emerging Markets, Securities, Mutual Funds, Asset Allocation, Bloomberg, Investments, Trading, Investment Strategies
Education
University at Albany, SUNY 1986 — 1990
Wells Fargo Private Bank October 2014 - Present
PineBridge Investments August 1999 - October 2014
Credit Suisse Asset Management 1998 - 1999
Yasuda Bank & Trust Company 1996 - 1998
MTV Networks 1995 - 1996
Skills
Business Development, RFP, Accounting System, E-commerce, Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Managment, Bloomberg, Investments, Equity Research, Portfolio Management, Investment Management, Mutual Funds, Emerging Markets, Asset Management, Securities, Series 7, Client Liaison, Private Equity, Asset Allocation, Valuation, Financial Modeling, Investment Strategies, Consumer, Equity Valuation, Capital Markets, Institutional...
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 1991 — 1995
BS, International Business / Finance
ACA Performance Services March 2014 - Present
CFA Institute 2010 - Present
Deloitte & Touche September 2000 - March 2014
Credit Suisse Asset Management 1998 - September 2000
Warburg Pincus Asset Management July 1997 - September 2000
Stein Roe & Farnham December 1995 - July 1997
Furman Selz September 1994 - December 1995
Oppenheimer Capital February 1993 - September 1994
Skills
Investment Management, Asset Managment, Mutual Funds, GIPS, Investment Performance, Auditing, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Equities, Investments, Performance Measurement, Investment Advisory, Fund Accounting, Risk Management, Operational Risk, Internal Controls, Client Services, Asset Management, Financial Services, Fixed Income, Management Consulting
Education
Hofstra University 1989 — 1992
Bachelor of Business Administration (BBA), Accounting
Sachem
RBC Capital Markets, LLC June 2013 - Present
GE Capital Corp August 2012 - June 2013
Calyon Corporate and Investment Bank 2006 - 2008
HSBC Securities 2003 - 2006
HSBC 2003 - 2006
Credit Suisse Asset Management 1999 - 2002
Dresdner Kleinwort Benson 1996 - 1999
Smith Barney 1990 - 1996
Smith Barney, Harris Upham, Inc. 1990 - 1996
Skills
Hedge Funds, Fund Of Funds, Investments, Due Diligence, Capital Markets, Portfolio Management, Alternative Investments, Credit, Credit Risk, Negotiation, ISDA, Derivatives, Emerging Markets, Securities, Asset Management, Risk Management, Risk, Banking, Credit Analysis, Financial Analysis, Loans, Swaps, Documentation, Financial Markets, Bonds, Bloomberg, FX, Market Risk, Fixed Income, Equity Derivatives, Financial Risk, Private Equity, Structured Finance, Investment Banking
Education
Kent State University
Bachelors, Economics
New York Institute of Finance
Credit Analysis Program
MacKay Shields 2005 - Present
Credit Suisse Asset Management 2003 - 2005
Goldman Sachs Asset Management 2002 - 2003
Deutsche Asset Management 1999 - 2002
Deutsche Bank - formerly Bankers Trust 1997 - 1999
National Futures Association January 1994 - June 1996
Skills
Fixed Income, Mutual Funds, Derivatives, Trading, Asset Management, Creative Development, Creative Problem Solving, Securities
Education
Pace University 1999 — 2001
MBA, Finance
City University of New York-Baruch College 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
ING Financial Services LLC Director of Facilities ManagementAnderson Kill & Olick, P.C.June 2005 - August 2011
Lehman Brothers 2001 - 2002
Credit Suisse Asset Management 1999 - 2001
Warburg Pincus 1995 - 2001
Education
Fordham University
EJF Capital February 2013 - Present
Crestwood Capital Management 2009 - February 2013
American Capital 2008 - 2009
ARX Investment Management 2006 - 2008
Quellos Capital Management 2003 - 2006
Credit Suisse Asset Management 2002 - 2003
National Hockey League 1993 - 1994
Skills
Hedge Funds, Investor Relations, Business Development, Alternative Investments, Capital Raising
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance
Connecticut College 1990 — 1993
BA, Government, History
Horace Mann 1975 — 1989
Citigroup July 2009 - Present
Venus Capital Management March 2006 - June 2009
Wellington Management July 2004 - March 2006
UBS Investment Bank June 2001 - June 2004
Credit Suisse Asset Management June 1997 - May 2001
Skills
Business Strategy, Marketing Strategy, Politics, Alternative Investments, Capital Markets, Portfolio Management, Microsoft Excel, New Business Development, International Relations, Fixed Income, Hedge Funds, Policy Analysis, Equities, Research, Business Development, Public Speaking, Investments, Sustainable Development, International..., Strategic Planning, International Security, Foreign Policy, Teaching, Change Management, Management, Microsoft Office
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance
Harvard University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1977 — 1981
Credit Suisse Asset Management January 2006 - August 2013
Credit Suisse June 2003 - January 2006
Skills
Portfolio Management, Hedge Funds, Quantitative Analytics, Asset Allocation, Alternative Investments, Bloomberg, Asset Management, Capital Markets, Equities, Fund Of Funds, Investments, Management, Mutual Funds, Trading, Valuation
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Finance
Lorenzo de Medici University 2002 — 2002
Wells College Florence Program, Spring 2002
Credit Suisse Asset Management August 2010 - Present
UBS Investment Bank May 2009 - January 2011
AIG Financial Products June 2007 - May 2009
Credit Suisse April 1993 - June 2007
Credit Suisse Asset Management 1993 - 2007
Education
Union College 1987 — 1991
BA, Economics
BlackRock January 2010 - Present
Martin Currie February 2007 - May 2010
Credit Suisse 2006 - 2007
Credit Suisse Asset Management 2004 - 2006
Credit Suisse 2002 - 2004
Morgan Stanley Investment Management 1997 - 2002
Citibank 1995 - 1997
JP Morgan 1987 - 1995
Skills
Business Strategy, Management, Client Services, Portfolio Management, Financial Markets, Securities Lending, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Financial Services, Mutual Funds, Capital Markets, Asset Managment, Investment Strategies, Investment Management, Bloomberg, Emerging Markets, Derivatives, Business Development
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA
Iona College 1983 — 1987
BA, Computer Science
Credit Suisse Asset Management 2011 - Present
Gibson, Dunn & Crutcher LLP 2005 - September 2011
Education
University of Virginia School of Law 2002 — 2005
J.D.
Dartmouth College 1996 — 2000
Royce & Associates May 2013 - Present
XL Consulting Solutions, Inc January 2010 - Present
Credit Suisse Asset Management March 2010 - May 2013
AMP Capital Investors November 2007 - December 2009
Implementation Solutions 2005 - 2008
TIAA-CREF April 2006 - April 2007
Mondrian Investment Partners May 2005 - March 2006
AllianceBernstein 1998 - 2005
AllianceBernstein 1998 - 2005
Merrin Financial 1996 - 1998
Skills
Equities, Equity Trading, Trading Systems, Fixed Income, Derivatives, Asset Management, Hedge Funds, Portfolio Management, Bloomberg, Electronic Trading, Financial Services, Securities, Trading, Business Analysis, Market Data
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Business Administration and Management, General
University of the Philippines 1987 — 1991
AB, Psychology
Assumption High School, Makati
High School
Axar Capital Management May 2015 - Present
Altemis Capital Management August 2013 - April 2015
Credit Suisse Asset Management April 2006 - July 2013
PlusFunds Group Inc. January 2003 - April 2006
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Structured Products
Education
EBS - European Business School Paris 2001 — 2002
MBA, International Management
Credit Suisse Asset Management February 2009 - September 2010
Bear Stearns Asset Management May 2007 - December 2008
Brown Brothers Harriman & Co. July 2004 - April 2007
Deloitte & Touche February 1998 - July 2004
Education
Lafayette College 1977 — 1981
BA, Economics and Business
Independent Real Estate Closer April 2013 - Present
Porter Novelli 2000 - 2004
Credit Suisse Asset Management 1995 - 2000
BEA Associates 1995 - 2000
Jennison Associates 1992 - 1995
Education
Pace University - Lubin School of Business 1996 — 2000
MS, Business Economics
Stony Brook University 1988 — 1992
BA, Economics
CITIC Rising Star Travel Investment Company January 2008 - Present
Credit Suisse Group 2003 - 2007
Credit Suisse Asset Management 2004 - 2006
Education
Peking University 2008 — 2009
BIMBA, International Finance
Fordham Gabelli School of Business 2006 — 2008
MBA, International Finance
Rutgers University-New Brunswick 2000 — 2002
BS, Economics
Corley Realty Group April 2008 - Present
Flateau Realty Corp 2005 - 2008
Principle Investor Realty 2003 - 2005
Deutsche Asset Management 2003 - 2005
Credit Suisse Asset Management 2001 - 2003
Bank of New York Mellon 1998 - 2001
Happy Kids ltd 1992 - 1996
Skills
Short Sales, Loss Mitigation, Real Estate, Real Estate Transactions, Commercial Real Estate, Brokerage, Property, First Time Home Buyers, Leases, Investors, Real Estate Development, Residential Homes, Rentals, Condos, Real Estate Economics, Property Management, Investments, Foreclosures, Selling, Investment Properties, Real Property, Real Estate Financing
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
BBA, Finance & Investments
Borough of Manhattan Community College 1989 — 1993
A.A.S., Banking and Finance
Paul Robeson High School
Tradewinds Global Investors March 2007 - Present
Credit Suisse Asset Management April 1997 - December 2006
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
Brown University 1981 — 1985
BA, Economics, Development Studies
Kingswood School Cranbrook 1972 — 1981
HS Diploma
Merrill Lynch June 2015 - Present
Merrill Lynch March 2009 - June 2015
Bank of America December 2007 - March 2009
Columbia Management July 2002 - December 2007
Credit Suisse Asset Management July 2001 - July 2002
BNP Paribas June 2000 - July 2001
Phillips & Drew International Investments June 1997 - May 2000
GC Services September 1994 - May 1997
MTV Networks May 1990 - September 1994
Skills
Mutual Funds, Product Management, Series 7, Strategy, Competitive Analysis, Leadership, Alternative Investments
Education
Gettysburg College 1986 — 1990
Bachelor of Liberal Arts, Fine Arts
Pocono Mountain Senior High School 1982 — 1986
Harvard Business Review June 2012 - Present
International Planning Group 2012 - 2015
Raymond James & Associates May 2008 - March 2012
Wachovia, A Wells Fargo Company February 2007 - April 2008
Banif Securities 2005 - 2007
UBS March 2003 - June 2005
Credit Suisse Asset Management April 2001 - March 2003
Prudential Investments October 1996 - April 2001
Merrill Lynch October 1993 - October 1996
Citibank - Porto Alegre 1987 - 1988
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Global Asset Allocation, Strategic Planning, Municipal Bonds, Estate Tax Planning, Global Fixed Income, Global Management, International Securities, Model Portfolios, Portfolio Strategy, Brazilian Portuguese, Spanish, International Bonds, Financial Advice, Portfolio Management, Bonds, Financial Advisory, Asset Allocation, Investment Advisory, Capital Markets, Fixed Income, Alternative Investments, Strategic Financial..., Mutual Funds, Wealth Management, Investment Banking, Asset Management, Wealth Management..., Finance, Business Planning, Insurance, Securities, Investment Strategies, Financial Markets, Series 7, Equities, High Net Worth..., Wealth, Private Banking, Life Insurance, Financial Planners, Hedge Funds, Structured Products, Estate Planning, Investments, Emerging Markets
Education
Barry University 2006 — 2007
CFP, Certified Financial Planner
Universidade Federal Rural do Rio de Janeiro 1976 — 1981
Agriculture Engineer, Engineering
Allianz Global Investors September 2014 - Present
Portales Partners July 2012 - August 2014
Trellus Management June 2003 - June 2012
Credit Suisse Asset Management June 2002 - August 2002
KPMG 2000 - 2001
KPMG 1997 - 1999
Skills
Financial Modeling, Due Diligence, Portfolio Management, Capital Markets, Equity Research
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
UCLA 1993 — 1997
BA, Psychology/Accounting
Epoch Investment Partners, Inc. July 2012 - Present
Fordham University September 2011 - July 2012
Fordham University August 2009 - October 2011
Halbis Capital Management (USA), Inc. May 2005 - January 2009
Credit Suisse Asset Management January 1990 - April 2005
Integrated Resources Asset Management October 1988 - December 1989
Bankers Trust Company May 1981 - October 1988
Skills
Valuation, Equities, Economics, Investments, Mutual Funds, Emerging Markets, Asset Management, Investment Strategies, Bloomberg, Fixed Income, Asset Managment, Banking, High Yield, Research, Financial Modeling, Credit, Asset Allocation, Credit Analysis, Hedge Funds, Statistics
Education
Fordham University 1979 — 1985
Ph. D., Economics
HSBC Global Asset Management May 2015 - Present
Cohen & Steers August 2014 - February 2015
State Street Bank & Trust April 2007 - June 2014
Credit Suisse Asset Management April 1994 - March 2007
Skills
Asset Managment, Fixed Income, Relationship Management, Equities, Settlement, Asset Management, Derivatives, Portfolio Management, Investments, Financial Services, Banking, Options, Back Office, Middle Office, Asset Allocation
Education
State University of New York at Buffalo
BA, Social Sciences
Barclays Wealth September 2008 - Present
Lehman Brothers April 2004 - September 2008
Credit Suisse Asset Management 2002 - 2004
Education
Trinity College-Hartford 1997 — 2001
B.A. in History, History
The Taft School 1994 — 1997
Royal Caribbean Cruises, Ltd. June 2014 - December 2014
CoreLogic July 2011 - April 2014
American Express February 2010 - July 2011
Housing and Development Software November 2006 - February 2009
Credit Suisse Asset Management May 1996 - December 2001
Skills
Technical Writing, Requirements Gathering, Business Analysis, Testing, User Acceptance Testing, Business Analyst, Process Improvement, Analysis, Business Process Design, Software Quality..., Visio, Software Documentation, Requirements Analysis, Software Project..., MS Project, BPMN 2.0 (process..., Java 8 SE programming..., Use Cases, UML, SQL, Excel Pivot Tables, KPI, Business rules
Education
Florida Institute of Technology 2003 — 2005
Master's Degree, Logistics Management (Supply Chain), GPA: 3.9
University of Maryland University College 2000 — 2003
MS, Technology Management, GPA: 3.4
State University of New York at Buffalo 1989 — 1992
Bachelor's Degree, Media Study (Filmmaking), GPA: 3.0
Georgia Southern University
M.S., Applied Economics in Financial Economics
BNY Mellon Asset Servicing December 2004 - Present
Credit Suisse Asset Management June 2004 - December 2004
The Dreyfus Corporation July 1998 - June 2004
SunAmerica Asset Management Corp. May 1997 - July 1998
Van Eck Global July 1996 - May 1997
Smith Barney Mutual Funds Management, Inc. November 1994 - June 1996
Smeets, Thesseling & Van Bokhorst October 1991 - October 1994
Skills
Funding, Compliance, Series 7, Product Management, Equities, Mutual Funds, 1940 Act, ETFs, Hedge Funds, SEC reporting, Fund Of Funds, Investments, SEC, Securities, SEC filings, Portfolio Management, Securities Regulation
Education
Long Island University, C.W. Post Campus
Paralegal Certificate, Generalist
University of Miami - School of Business
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Credit Suisse Asset Management July 2012 - Present
ROK Capital LLC January 2011 - June 2012
Tremblant Capital 2005 - December 2010
Kicap Management 2003 - 2005
Fidelity Investments 1997 - 2002
Skills
Hedge Funds, Equities, Investments, Management, Alternative Investments, Private Equity, Asset Management, Capital Markets, Valuation, Portfolio Management, Emerging Markets, Fixed Income, Equity Research, Investment Banking, Bloomberg
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Dartmouth College 1987 — 1991
BA, Economics
Neville, Rodie & Shaw, Inc. February 2002 - Present
Credit Suisse Asset Management February 2000 - February 2002
Warburg Pincus Asset Management March 1986 - February 2000
SCM Corporation January 1981 - March 1986
Skills
Portfolio Management..., Mutual Fund Allocation, Client Services, Financial Services, Asset Allocation, Mutual Funds, Fixed Income, Portfolio Management, Equities, Hedge Funds, Securities, Emerging Markets, Options, Private Banking, Capital Markets, Investments, Equity Research, Trading Systems, Wealth Management, Investment Management, Financial Analysis, Private Equity, Bonds, Series 7, Investment Strategies, Trading, Fund Of Funds, Relationship Management, Asset Management, Investment Advisory, Separately Managed..., Alternative Investments, Investment Banking, Series 63, Bloomberg, Financial Markets, Valuation, Bloomberg Terminal, Derivatives, High Yield, Financial Modeling, Investor Relations
Education
Marymount Manhattan College 1977 — 1984
BA, Business
Credit Suisse Asset Management August 2010 - Present
Harbinger Capital Partners 2009 - 2010
Fortress Investment Group 2006 - 2009
DKR Capital 2003 - 2005
Goldman Sachs 1981 - 2002
Skills
Hedge Funds
Education
Brooklyn College
BS, Accounting CPA
Credit Suisse Asset Management January 2012 - Present
Credit Suisse Asset Management July 2009 - December 2011
La Caisse de dépôt et placement January 2008 - June 2009
Bank of Canada November 2001 - December 2007
Education
University of Ottawa / Université d'Ottawa 1999 — 2001
M.A., Economics
Concordia University 1996 — 1999
B.A., Economics
Mirae Asset Global Investments (USA) LLC 2013 - Present
Mirae Asset Discovery Funds 2011 - Present
Mirae Asset Global Investments (USA) LLC 2009 - Present
Credit Suisse Asset Management 2007 - 2008
DB Absolute Return Strategies 2004 - 2006
Deutsche Asset Management 2001 - 2004
Deutsche Asset Management 1999 - 2001
Bankers Trust Company 1994 - 1999
Skills
Hedge Funds, Equities, Mutual Funds, Investments, Emerging Markets, Product Development, Marketing, Marketing Strategy, Asset, Alternative Investments, Asset Managment, Bloomberg
Education
Northwestern University - Kellogg School of Management
Master of Management, Finance, marketing, strategy, international business
Washington University in St. Louis
BS, Computer science
Villafranco Wealth Management November 1995 - Present
Credit Suisse Asset Management November 1998 - December 2002
Bessemer Trust January 1996 - August 1998
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
Finance and Financial Management Services
Saint Bonaventure University 1982 — 1982
Finance
Allianz Global Investors October 2014 - Present
AIG November 2013 - October 2014
KBW November 2010 - February 2013
Semper Capital Management, L.P. (fka Utendahl Capital Management) March 2007 - February 2010
MFA Financial Inc. August 2005 - February 2007
Credit Suisse Asset Management March 1994 - August 2005
Value Line 1989 - 1994
Skills
Fixed Income, Mutual Funds, Bonds, Trading, Portfolio Management, Bloomberg, Asset Management
Education
City University of New York-Baruch College
BBA, Finance&Investments
Pace University - Lubin School of Business
MBA, Financial Management
Proskauer Rose LLP April 2012 - Present
Morgan Stanley Investment Management July 2010 - March 2012
Credit Suisse August 2005 - May 2010
Credit Suisse Asset Management May 2004 - August 2005
Merrill Lynch Investment Managers February 2002 - May 2004
Merrill Lynch June 2000 - February 2002
Merrill Lynch June 1998 - June 2000
Merrill Lynch August 1994 - June 1998
Skills
Law Firm Administration, Law Firm Finance, Finance, Strategy, Partnership Accounting, Mergers & Acquisitions, Financial Services, Global Cash Management, Financial Reporting, Securities, Hedge Funds, Private Equity, Corporate Governance, Due Diligence, Capital Markets, Asset Management, Alternative Investments, Equities, Risk Management, Leadership, Private Banking, Series 24, Financial Risk, Wealth Management, Investments, Corporate Finance, Restructuring, Mutual Funds, Portfolio Management, Valuation, Accounting, Financial Modeling, Team Building, Budgeting and..., Project Management
Education
Cornell University
BA
New York University - Leonard N. Stern School of Business
MBA
KL Software Technologies November 2012 - Present
XPSoft Pty Ltd September 2011 - Present
IV&V Australia May 2012 - June 2012
DiUS Computing September 2011 - April 2012
DiUS Computing March 2010 - October 2010
The IQ Business Group, Australia February 2010 - October 2010
Skandia March 2006 - September 2007
Credit Suisse Asset Management October 2003 - March 2006
Skills
User Acceptance Testing, Agile Methodologies, Requirements Analysis, Requirements Gathering, System Testing, Testing, SQL, Business Analysis, Software Project..., Quality Assurance, Web Applications, JIRA, SDLC, Scrum, Test Automation, Test Cases, Quality Center, Regression Testing, Integration Testing, SharePoint, Wireframes, Waterfall, Agile Project Management, Project Delivery, Business Requirements, Agile, Regression, HP Quality Center
Education
University of Auckland 1998 — 2000
BCOM, Operations Mgmt & Marketing
Self May 2011 - Present
Moody's Analytics September 2009 - May 2011
Schroder Investment Management September 2006 - September 2009
Credit Suisse Asset Management July 2005 - September 2006
Credit Suisse Asset Management September 2004 - July 2005
American Ballet Theatre June 2002 - September 2004
Skills
Fixed Income, Management, Marketing, Product Management, Web Analytics
Education
City University of New York-Hunter College
Professional Writing Certificate
University of Pittsburgh
BS, Business Administration
TGP Securities, Inc. May 2014 - Present
Agincourt Ltd. March 2012 - May 2014
HSBC Global Asset Management (USA) January 2007 - February 2012
Westport Strategies, LLC January 2003 - December 2006
Credit Suisse Asset Management August 1993 - December 2002
Continental Bank N.A. (now Bank of America) October 1984 - August 1993
Skills
Asset Management, Equities, Capital Markets, Fixed Income, Investment Banking, Alternative Investments, Hedge Funds, Quantitative Investing, Insurance, Sales Management, Project Management, Business Strategy, New Business Development, Emerging Markets, Asset Managment, Asset Allocation
Education
Indiana University School of Law—Bloomington
JD cum laude, Law
University of Illinois at Urbana-Champaign - College of Business
BS Honors, Finance
Clarivest Asset Management LLC March 2006 - Present
Nicholas Applegate July 2000 - March 2006
Credit Suisse Asset Management July 1999 - July 2000
Skills
Equities, Portfolio Management, Hedge Funds, Alternative Investments, Equity Research, Risk Management
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 1999
MBA, Finance
University of Southern California
BA, Economics
White & Case October 2010 - Present
BlackRock April 2006 - October 2010
Credit Suisse Asset Management December 1999 - March 2006
Bank of America November 1991 - November 1999
Carlson Travel Group( Ask Mr Forster) 1986 - 1991
Skills
Organizational..., Facilities Management, Project Management, Strategic Sourcing, Global Strategy, Travel Management, Food Service, Contract Negotiation, Vendor Management, Strategic Planning, Budgets, Process Improvement, Operations Management, Team Building, Change Management, Negotiation, Policy, Forecasting, Leadership, Organizational..., Management, Analysis, Project Planning, Training, Employee Relations, Program Management, Team Leadership, Executive Management, Outsourcing, Contract Management, Construction, Strategy, Customer Service, Supervisory Skills, Outlook, Cross-functional Team..., Procurement, Purchasing, Performance Management, Risk Management, Human Resources, Mergers & Acquisitions, New Business Development, Leadership Development, Administration, Finance, Coaching, Access, Financial Analysis, Logistics
Education
City University of New York-Herbert H. Lehman College 1981 — 1985
BA, Health Services Administration
Institute of Audio Research
Certification, Recording Technology
Dexia April 2014 - Present
Dexia July 2009 - March 2014
Financial Security Assurance August 2007 - July 2009
Merrill Lynch 2006 - 2007
Nomura Securities 2004 - 2006
UBS 2003 - 2004
Credit Suisse Asset Management 2000 - 2003
Fiduciary Trust Company 1998 - 1999
Skills
Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Valuation, Credit Risk, Risk Management, Capital Markets, Derivatives, Securities
Education
London School of Economics and Political Science 1998 — 1999
The Pennsylvania State University 1995 — 1999
Bachelor of Science, Finance and International Business
Columbia asset management 2006 - 2010
Credit Suisse Asset Management 2002 - 2006
Skills
Equities, Equity Research, Investments, Mutual Funds, Bloomberg, Portfolio Management, Securities, Asset Managment, Financial Modeling, Asset Allocation, Valuation, Equity Valuation, Financial Analysis, Investment Strategies, Financial Research, Asset Management
Education
Wharton School, University of Pennsylvania 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
AXIS Capital June 2008 - February 2014
AXIS 2008 - 2014
Deutsche Asset Management June 2003 - June 2008
Credit Suisse Asset Management November 2000 - December 2002
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Investments, Risk Management, Equities, Private Equity, Asset Allocation, Fixed Income
Education
Loyola University Chicago 1969 — 1971
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1965 — 1969
Bachelor of Business Administration (BBA), Finance, General