GlobeOp Financial Services
Industry: Company
DescriptionFounded: 2000 Subsidiary: GlobeOp Financial Services (Cayman) Limited Parent organization: Financial Models Corp ltd
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GlobeOp Financial Services Employees
Proskauer Rose LLP January 2012 - Present
MF Global July 2009 - November 2011
Bank of New York Mellon 2007 - July 2009
GlobeOp Financial Services 2004 - 2007
Skills
Financial Modeling, Hedge Funds, Capital Markets, Equities, Derivatives, Securities, Financial Analysis, Corporate Finance, Valuation, Investments, Investment Banking, Bloomberg, Fixed Income, Analysis, Finance
Education
NYU Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Strategy
The Hong Kong University of Science and Technology 2014 — 2014
Doing Business in China
Binghamton University - School of Management 2000 — 2004
Bachelor of Science, Finance
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance January 2014 - July 2015
Liberty Mutual Insurance May 2013 - January 2014
New York Life Insurance Company May 2012 - August 2012
GlobeOp Financial Services June 2011 - August 2011
Bentley University January 2010 - May 2011
GHA Technology December 2010 - February 2011
LDS Landscaping June 2007 - August 2010
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Computer Information Systems
Saint Joseph Regional High School 2005 — 2009
SCM July 2013 - Present
First Republic Investment Management November 2008 - November 2012
Byram Capital Management LLC January 2005 - October 2008
Paratus Partners LLC March 2004 - December 2004
GlobeOp Financial Services September 2002 - February 2004
JSK Associates / IES Inc June 1998 - August 2002
Skills
Advent, APX, Axys, ACD, Dataport, Data Exchange, REX, DTC, Settlement, Trading, Moxy, Equities, Omgeo Alert, SWIFT messaging, Oasys, CTM, Bloomberg, Account Reconciliation, LongView Trading System, Fixed Income, Derivatives, Alternative Investments, Securities, Mutual Funds, Asset Allocation, Corporate Actions, Back Office, Investments, Investment Advisory, Portfolio Management
Education
Iona College 1998 — 2001
B.B.A., Business Management
Bryant University 1996 — 1998
Business Management
Deutsche Bank Securities June 2015 - Present
Deutsche Bank January 2011 - April 2015
GlobeOp Financial Services October 2007 - December 2010
Citibank October 2006 - October 2007
ICICI Bank December 2004 - March 2006
Skills
Fixed Income, Financial Risk, Derivatives, Equities, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Valuation, Financial Modeling, Equity Research, Mutual Funds, Asset Management, Fund Accounting, Financial Markets, Securities, Finance, Portfolio Management, Banking, Risk Management, Financial Services, Financial Analysis, Analysis
Education
Institute of Technology and Management (in association with Southern New Hampshire University, NH) 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General, 3.7 GPA
Welingkar Institute of Management 2004 — 2005
Diploma in Finance Management, Finance, General, Distinction
Mumbai University 2002 — 2004
M.Com, Accounts and Taxation, First Class
GlobeOp Financial Services August 2006 - January 2011
GlobeOp Financial Services December 2006 - December 2007
Globeop Financial Services August 2006 - December 2006
Fulcrum Limited August 2005 - August 2006
Channel Capital Group August 2003 - August 2005
Skills
Hedge Funds, Fund Of Funds, Risk, Back Office, Investment Operations, Alternative Investments, Asset Management, Derivatives, Fixed Income, Due Diligence, Financial Markets, Risk Management, Prime Brokerage, Investor Relations, Accounting, Fund Accounting, Investments, Asset Managment, Equities, Valuation, Institutional..., Fund Administration, Private Equity, Middle Office, Capital Markets, Securities, Funding, Mutual Funds, Options, Bloomberg, Financial Services, Investment Management, Portfolio Management, Financial Risk
Education
Loyola College in Maryland 1990 — 1994
Bachelor of Arts (BA), Political Science
SS&C GlobeOp May 2013 - Present
GlobeOp Financial Services September 2011 - May 2013
Alternative Investment Solutions June 2007 - September 2011
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Bloomberg Terminal, Valuation, Securities, Fund Administration, Hedge Accounting, Bonds
Education
Fairleigh Dickinson University 2008 — 2011
Master's degree, Accounting
Fairleigh Dickinson University 2003 — 2007
Bachelor's, Finance
Ernst & Young December 2013 - Present
Sapient Global Markets October 2010 - December 2013
Royal Bank of Scotland October 2009 - June 2010
Deutsche Bank July 2006 - February 2009
Merrill Lynch April 2005 - June 2006
GlobeOp Financial Services July 2004 - April 2005
Richard C. Young & Co. - Investment Advisors September 2003 - April 2004
Skills
FX, Derivatives, Investment Banking, Hedge Funds, Trading, Alternative Investments, Equities, Bloomberg, Securities, Options, Portfolio Management, Capital Markets, Swaps, Trading Systems, Business Analysis, Customer Relations, Compliance, Funding, Excel, Electronic Trading, Access, Prime Brokerage, Hedging, FX Options, Finance, Middle Office, Microsoft Excel, Risk Management
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance
University of Rhode Island 2000 — 2004
BS, Finance, Economics
Cazenovia High School 1996 — 2000
Regents Diploma
Institute for Defense and Government Advancement August 2015 - Present
RecruitiFi January 2014 - July 2015
HPH Hospitality Group October 2009 - January 2014
Blue Ridge Capital October 2005 - October 2009
BNY Mellon April 2004 - May 2005
GlobeOp Financial Services September 2003 - April 2004
Language Link Russia May 2003 - August 2003
FFTW October 2001 - April 2003
Skills
Bloomberg, Derivatives, Equities, Margin, Financial Risk, Credit Derivatives, Advent, Market Research, Accounting System, MS Excel Pivot Tables, Reporting & Analysis, Newsletter Production, Written & Oral..., Financial Services, Options, Hedge Funds, Business Development, Business Strategy, Process Improvement, Process Management, Management, Leadership, Applicant Tracking..., Recruiting, Sourcing, Technical Recruiting, Talent Acquisition, Strategy, Finance, Internet Recruiting, Training, Executive Search, Talent Management, Employee Relations
Education
Lafayette College 1998 — 2001
Bachelor of Arts, International Affairs
Universiteit Maastricht / Maastricht University 2000 — 2000
Cresskill High School
Two Sigma Investments August 2012 - Present
Owl Creek Asset Management June 2011 - August 2012
GlobeOp Financial Services January 2008 - June 2011
Apple Bank for Savings June 2004 - December 2007
Skills
Business Communications, Hedge Funds, Blue Sky, AML, Series 7, Form PF
Education
New York Law School 2008 — 2011
JD, Focus on Securities Law and Financial Regulation
City University of New York-Brooklyn College 2000 — 2004
B.S, Business Management and Finance - Cum Laude
Capital Markets Advisors LLC February 2012 - Present
Citi October 2010 - October 2011
Merrill Lynch January 2006 - October 2010
GlobeOp Financial Services 2000 - 2005
Skills
Series 7, Series 63, Series 24, Derivatives, Prime Brokerage, Capital Markets, Fixed Income, Middle Office, Collateral Management, FX Options, Financial Services, Equities, Risk Management, Foreign Exchange, Asset Management, Credit Derivatives, Equity Derivatives, Securities, Banking, Dodd-Frank, Hedge Funds, Bonds, Options, Swaps
Education
Adelphi University 1980 — 1985
Bachelor of Science (BS), Accounting
Chaminade High School 1976 — 1980
Citi October 2005 - Present
GlobeOp Financial Services 2003 - 2005
Roslyn Savings Bank 2001 - 2003
BNY Mellon 1998 - 2001
Chase 1997 - 1998
Skills
Hedge Funds, Mutual Funds, Recruiting, Offshore Outsourcing, Training, Team Management, Fund Administration, Equities, Fixed Income, Alternative Investments, Derivatives, Bloomberg, Credit Derivatives, Swaps, Securities, Structured Products, Bonds, Options, FX Options, Equity Derivatives, Valuation, Fund Of Funds, Interest Rate..., Corporate Actions, CDS, Back Office, Commodity
Education
Adelphi University 2001 — 2004
Master of Business Administration (MBA), Finance, General
Baruch College 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
Raymond James Financial, Inc. June 2015 - Present
GlobeOp Financial Services April 2012 - May 2015
UBS Investment Bank February 2010 - September 2011
Medicmatics November 2008 - January 2010
UBS Investment Bank April 2007 - November 2008
United Healthcare September 2004 - April 2007
The Computer Merchant February 2004 - August 2004
Fleet Bank November 2002 - February 2004
Cap Gemini Ernst & Young 1999 - 2001
Skills
SDLC, Software Development, Oracle, Software Project..., Java, Enterprise Architecture, SOA, Program Management, Strategy, OOP, ClearCase, Agile Methodologies, Management, Requirements Analysis, SQL, Team Building, Business Process..., Leadership, Core Java, Business Analysis, Visual Studio, Vendor Management, Design Patterns, JBoss Application Server, Integration, Consulting, Unix
Education
New Jersey Institute of Technology 1996 — 1999
MS, Computer Science
Osmania University 1991 — 1995
Btech, chemical engineering
Hyderbad Public School
Johns Hopkins Bloomberg School of Public Health
Princeton University September 2011 - August 2013
GlobeOp Financial Services October 2010 - May 2011
Cedar Grove High School September 2009 - January 2010
ESB Electric Corp. July 2008 - August 2009
Moody's Investors Service June 2007 - February 2008
ESB Electric Corp. August 2005 - May 2007
L'Oreal June 2004 - August 2005
Cornell University September 2001 - May 2004
Skills
Chemistry, Derivatives, Analytical Chemistry, R&D, Quantitative Analytics, HPLC, Teaching, Research, Technology Transfer, Surfactants, Valuation, Laboratory, Organic Chemistry, Product Development, Spectroscopy, Formulation, CDOs and MBSs, OTC Derivatives, valuation of credit..., Valuation of options on..., Valuation of forward..., Valuation of bonds,..., mechanics of futures..., hedging strategies..., yield curves, bootstrap..., Arbitrage bounds for..., Trading strategies..., delta hedging and Greeks, Brownian motion model..., Ito’s Lemma, derivation..., binomial trees, Volatility smile and..., Interest rate and..., hazard rates, bootstrapping of..., Exotic derivative..., MatLab, VB, Data Analysis, Finance, Science
Education
Princeton University 2011 — 2013
Chemistry, 3.34
Cornell University 2000 — 2004
BS, cum laude, 3.5, Chemistry
Calcagni Real Estate April 2015 - Present
Weichert Realtors June 2013 - Present
AML Construction, LLC January 2012 - June 2013
SAC Capital June 2010 - January 2012
SAC Capital January 2008 - June 2010
SAC Capital August 2006 - January 2008
GlobeOp Financial Services August 2005 - August 2006
Skills
Hedge Funds, Trading Systems, Fixed Income, Equities, Portfolio Management, Asset Managment, Bloomberg, Prime Brokerage, Market Data, Electronic Trading, Trading, Emerging Markets, Derivatives, Alternative Investments, Middle Office, Options, Credit Derivatives, FX Options, Investment Banking, Capital Markets, Real Estate, Real Estate Investor, Real Estate Transactions, Real Estate Development
Education
Fairfield University 2008 — 2009
MBA, International Business
Fairfield University 2001 — 2005
Bachelor's degree, Finance
Markit November 2014 - Present
Markit May 2014 - October 2014
Markit December 2012 - May 2014
GlobeOp Financial Services November 2009 - May 2012
Morgan Stanley July 2006 - July 2009
Morgan Stanley September 2005 - May 2006
Morgan Stanley July 2003 - September 2005
Skills
Bloomberg, MS Office Suite, Swaps, Derivatives, Equities, Credit, FX, Institutional Investors, Fixed Income, Cash Management, Hedge Funds, Strategic Thinking, Clearing, FX Options, Collateral Management, Commodity, Microsoft Office, Settlement, Institutional..., Trading, Finance, Trading Systems, Financial Markets
Education
Loyola University Maryland 1999 — 2003
Bachelor of Business Administration, Concentration in Finance
Monash University 2001 — 2001
International Finance, Junior Year
Manhattan School of Music July 2014 - Present
Advanced Vision Research September 2009 - May 2011
GlobeOp Financial Services June 2004 - April 2011
Tricorn Partners November 2008 - January 2010
Doughty Hanson Tech Ventures 2000 - 2005
American School in London June 1997 - June 2003
moneygator.com 2000 - 2003
Wit Soundview Europe 2000 - 2001
Merrill Lynch & Co February 1987 - February 2000
Simpson Thacher & Bartlett LLP August 1980 - February 1987
Skills
Private Equity, Investment Banking, Finance, Financial Advisory, Corporate Governance
Education
Vanderbilt University Law School 1977 — 1980
J.D.
Brown University 1973 — 1977
A.B., Political Science
Westbury High School 1969 — 1973
Balyasny Asset Management L.P. July 2015 - Present
Balyasny Asset Management L.P. March 2011 - Present
Direct Access Partners June 2010 - March 2011
GlobeOp Financial Services March 2007 - December 2009
Hencorp Becstone LC November 2006 - March 2007
Male Cahlin Design Partners March 2000 - November 2006
Skills
Equities, Derivatives, Fixed Income, Hedge Funds, Prime Brokerage, Bloomberg, Asset Managment, Securities, Capital Markets, Trading, Alternative Investments, Series 7, Asset Management, Financial Markets, Options, Mutual Funds, Electronic Trading
Education
Florida International University - College of Business 2006 — 2010
Bachelor's, Management
Miami Dade College 2003 — 2006
Associate's, Business Administration
Ketchum Public Relations December 2010 - Present
GlobeOp Financial Services February 2007 - May 2010
Skills
Event Management, Advertising, Press Releases, Marketing, New Business Development, Adobe Creative Suite, Event Planning, Salesforce.com, Driving New Business, Prospecting New Clients, Microsoft Office, Media Relations
Education
Johnson & Wales University 1998 — 2003
BA
Societe Generale April 2011 - December 2011
GlobeOp Financial Services April 2008 - July 2009
ICICI Prudential Life Insurance Company Ltd August 2007 - March 2008
ICICI Bank Ltd May 2006 - July 2006
Skills
Equities, Derivatives, Options, MIS, Trading, Finance
Education
Medi- Caps Institute of Technology and Management 2005 — 2007
MBA, Finance
Rani Durgawati Vishwavidyalaya
B.Com
Kendriya Vidyalaya
Bridgewater Associates 2010 - Present
GlobeOp Financial Services September 2008 - April 2009
Morgan Stanley February 2007 - February 2008
transammonia April 1986 - February 2007
Brandeis Intsel, a division of Pechiney Inc. May 1981 - April 1986
Skills
Derivatives, Portfolio Management, Hedge Funds, Accounting, Equities, Business Analysis, Vendor Management, Auditing, Finance, Analysis
Education
Iona College
MBA, Finance
Manhattan College
Bachelors, Accounting
Birchbox January 2015 - Present
Birchbox January 2014 - December 2014
Phifer & Company March 2013 - December 2013
Dave Partners, LLC September 2012 - February 2013
Euromoney 2011 - 2012
GlobeOp Financial Services May 2006 - March 2007
Skills
Start-ups, B2B, Account Management, Sourcing, Social Media, E-commerce, Marketing, Press Releases, Social Media Marketing, Public Relations, Strategic Communications, Advertising, Interviews, Marketing Communications, Integrated Marketing, Networking, Digital Media, Digital Marketing, Facebook, Strategy, Management, Salesforce.com, Social Networking, Business Development, Digital Strategy, Market Research, eCommerce, Microsoft Office, Microsoft Excel, New Business Development, Lead Generation, account
Education
Fordham University 2010 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Fairleigh Dickinson University 2008 — 2010
Morgan Stanley November 2013 - Present
GlobeOp Financial Services July 2009 - November 2013
Morgan Stanley Smith Barney January 2008 - May 2008
Skills
Hedge Funds, Accounting, Data Analysis, Financial Analysis, Databases, Data Entry, Investor Relations, Investor Reporting, Finance, Microsoft Excel, Microsoft Word, Advent, PowerPoint
Education
Manhattanville College 2006 — 2009
Bachelor's degree, Finance, General
H/2 Capital Partners July 2011 - Present
FrontPoint Partners LP March 2011 - July 2011
FrontPoint Partners LLC/ Morgan Stanley Investment Management April 2008 - December 2010
GlobeOp Financial Services May 2006 - April 2008
Skills
Alternative Investments, Derivatives, Equities, Fixed Income, Hedge Funds, Asset Management, Bloomberg, Strategy, Valuation
Education
LIU Post
BS, Finance
Bowery Investment Management, LLC July 2012 - Present
Longacre Fund Management July 2005 - July 2012
GlobeOp Financial Services 2004 - 2005
Skills
Trading, Distressed Debt, High Yield, Equity Trading, Options, CDS, Credit Derivatives, Special Situations
Education
Fairfield University 2000 — 2004
BS, Finance & Accounting
LaSalle Institute, Troy, NY 1996 — 2000
High School Diploma
Deutsche Bank May 2015 - Present
Bank of Tokyo-Mitsubishi UFJ December 2014 - March 2015
Prudential Financial February 2014 - June 2014
Capgemini August 2012 - November 2013
GlobeOp Financial Services October 2009 - March 2011
Citi 2011 - 2011
Morgan Stanley October 2008 - August 2009
Lehman Brothers 2007 - 2008
JPMorgan May 2007 - November 2007
Thales Fund Management November 1998 - April 2007
Skills
Business Analysis, Excel, SQL, Business Documentation, Fixed Income Products, Credit Derivatives, Interest Rate..., Equity Derivatives, VBA, CFA, Client Services, SDLC, Fixed Income, Derivatives, Middle Office, Equities, Hedge Funds, Bloomberg, Swaps, Chartered Financial..., Microsoft Excel, Documentations, Capital Markets, Settlement, FX Options, Trading, Financial Modeling
Education
City University of New York-Brooklyn College
BS, Accounting
GlobeOp Financial Services May 2011 - Present
SSC Technologies January 2010 - April 2011
CIGNA June 2006 - December 2009
Boston Financial Data Services June 2005 - June 2006
MFS Investment Management April 2004 - February 2005
Boston Capital June 2001 - April 2004
Skills
Investments, Mutual Funds, Due Diligence, Finance, Trading, Investor Relations, Investment Management, Accounting, Funding, Management, CRM, Real Estate, Customer Service, Accounts Payable, Training, Hedge Funds, Asset Management, Alternative Investments, Bloomberg, Equities
Education
Curry College 1997 — 2001
Bachelor's, Business Management; Finance and Accounting
Under Armour September 2012 - Present
Johns Hopkins Hospital July 2011 - September 2012
Questcor PharmaceuticalsJanuary 2011 February 2011 - June 2011
GlobeOp Financial Services October 2010 - February 2011
Independent Brewers United February 2010 - September 2010
Carr Securities Corporation November 2008 - February 2010
Skills
SAP, Photoshop, AutoCAD, InDesign, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Photography, SketchUp, File Management, Research, Public Speaking
Education
The Johns Hopkins University - Carey Business School
Master of Business Administration (M.B.A.), Design Management
The Maryland Institute College of Art
Master of Arts (M.A.), Design Thinking and Management
Colgate University 2004 — 2008
BA, Architectural Studies
Friends Academy 2000 — 2004
Citco Fund Services September 2009 - Present
ING Investment Management March 2009 - August 2009
GlobeOp Financial Services 2002 - 2008
Morgan Stanley Investment Management 1998 - 2002
JPMorgan Chase 1993 - 1998
Skills
Fund Accounting, Fixed Income
Education
Connecticut College 1989 — 1993
BA, Economics
Markit January 2014 - Present
GlobeOp Financial Services September 2008 - December 2013
Oracle Corporation (via Hyperion Solutions acquisition in 2007) 1997 - 2008
Hyperion Solutions 1997 - 2007
Skills
Contract Negotiation, Compliance, Licensing, Corporate Governance, Privacy Law, Software Licensing, Due Diligence, Mergers, Risk Management, Employment Law, Securities Regulation, Litigation Management, Legal Writing, Financial Services, Commercial Litigation, Securities, Mergers & Acquisitions, Legal Compliance, Competition Law, Technology, Hedge Funds, Data Privacy, Private Equity, Cloud Computing, Capital Markets, CRM, Derivatives, Joint Ventures
Education
Pace University School of Law 1993 — 1997
J.D., Law
Ithaca College 1988 — 1990
B.S., Communications
The Dannon Company November 2013 - Present
Westchester County Deparment of Public Safety June 2011 - October 2013
Sellinger Applied Portfolio January 2013 - May 2013
Loyola University Maryland Student Government Association May 2012 - May 2013
GlobeOp Financial Services June 2012 - August 2012
Westchester County Parks Deparment May 2010 - August 2010
Skills
Finance, Project Management, Leadership, Microsoft Office, Management, Portfolio Management, Ice Hockey, Sports, Public Speaking, OS X, Emergency Services, Risk Management, Emergency Response, Teamwork, Thomson Reuters Eikon..., Mac OS X, Derivatives, Equities, Options, Trading, Financial Analysis, Access, Fixed Income, FX Hedging, Cash Management, Account Reconciliation, Banking, Treasury, CitiDirect, Intercompany..., Intercompany Accounts, SAP, Budgets, Hedge Funds, Microsoft Excel, Time Management
Education
Loyola College in Maryland 2009 — 2013
B.B.A. in Finance, Finance
Iona prep 2006 — 2009
High School Diploma
Och-Ziff Capital Management September 2012 - Present
GlobeOp Financial Services February 2010 - September 2012
GSO Capital Partners May 2008 - December 2009
Citi August 2005 - May 2008
Skills
Financial Services, Investor Relations, Private Equity, Hedge Funds, Fund Of Funds
Education
Lehigh University 2003 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Lehigh University - College of Business and Economics 2003 — 2005
BS, Finance
Temple University 2001 — 2003
The Bank of New York Mellon October 2010 - March 2014
GlobeOp Financial Services May 2004 - January 2009
CitiCapital May 2002 - June 2003
Deutsche Bank January 2002 - April 2002
The Bank of New York October 2001 - January 2002
Lehman Brothers May 1994 - August 2001
Skills
Accounting, Fund Accounting, Equities, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Reconciliation, Fund Administration, Compliance, Advent, Derivatives, Asset Management, Mutual Funds, Securities, Financial Reporting, Middle Office, Capital Markets, Corporate Actions, Auditing, Account Reconciliation
Education
Manhattan College 1981 — 1986
BBA, Accounting/Finance
Manhattan College 1981 — 1986
Bachelor of Business Administration (B.B.A.), Accounting/Finanance
Maveron LLC January 2013 - Present
Maveron LLC December 2008 - December 2012
National Bank of Arizona April 2007 - September 2008
Davis Selected Advisers January 2006 - April 2007
GlobeOp Financial Services April 2001 - December 2005
Fortis February 1997 - April 2001
Education
Ecole nationale des Ponts et Chaussées 2000 — 2000
Executive MBA, International Business
University of Bristol 1999 — 1999
Executive MBA, International Business
University of Economics in Cracow 1992 — 1997
Masters / BA, Accounting
Golden Pear Funding April 2015 - Present
Tortus Capital May 2014 - April 2015
Alternative Asset Managers, LP ("AAM") September 2004 - February 2014
EisnerFast April 2004 - September 2004
GlobeOp Financial Services April 2003 - April 2004
BNP Paribas August 1999 - April 2003
Education
Franklin & Marshall College 1995 — 1999
Bachelor of Arts (B.A.), Accounting
Bank of New York Mellon September 2008 - Present
KPMG US January 2006 - September 2007
GlobeOp Financial Services February 2004 - December 2005
PFPC Global Fund Services July 2002 - February 2004
J. P. Morgan Chase & Co January 2000 - March 2001
The Bank of New York November 1998 - October 1999
Skills
MS Office, Bloomberg Terminal, Reuters 3000, Lotus, Bloomberg, Valuation, Equities, Financial Modeling, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Capital Markets, Fund Accounting, Financial Analysis, Financial Statement...
Education
Northeastern University 2001 — 2003
Master of Science (M.S.), Finance
Bentley College 1991 — 1997
Bachelor of Science (B.S.), Finance
SS&C GlobeOp November 2011 - Present
GlobeOp Financial Services July 2001 - November 2011
State Street June 1998 - July 2001
Skills
Hedge Funds, Alternative Investments, Fund Accounting, Equities, Capital Markets, Fixed Income, Sales Management, Operations Management, Mutual Funds, Office Management, Credit Derivatives, Commodity, Private Equity, Venture Capital, BPO, Fund Administration, Middle Office, Business Development, Fund Of Funds, Separately Managed..., UCITS, Securities, Bloomberg, Derivatives, Options, Swaps, Asset Management
Education
Johnson and Wales University 1994 — 1998
Bachelor of Business Administration (BBA), Management
SeaDoTravel.com March 2013 - Present
Parfumamour.com February 2010 - Present
BNY Mellon March 2011 - April 2015
BNP Paribas February 2010 - September 2010
Bloomberg March 2009 - July 2009
GlobeOp Financial Services October 2006 - December 2008
Credit Agricole September 2001 - October 2006
Banca Intesa August 1998 - September 2001
Skills
Customer Service, Leadership, Retail, Product Development, Business Development, Team Building, New Business Development, Microsoft Office, Entrepreneurship, Marketing Strategy, Negotiation, Change Management, Microsoft Word, Sales Management, Pricing, Research, Program Management, CRM, Team Management, Employee Relations, Vendor Management, Investment Banking, Management
Education
Fairleigh Dickinson University 2000 — 2002
Bachelor's degree, CFP Certificate
HERBERT H. LEHMAN COLLEGE (CUNY) 1983 — 1998
B.A, Accounting
Herbert H. Lehman 1983 — 1998
B.A., Accounting
Cerberus Capital Management November 2009 - Present
GlobeOp Financial Services February 2006 - November 2009
Citigroup August 2004 - January 2006
Skills
Equities, Hedge Funds, Derivatives
Education
Baruch College, City University of New York (CUNY) 2004 — 2005
Masters, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Otto Specht June 2015 - Present
Self November 2013 - Present
HedgeServ Corporation June 2012 - October 2013
Paladyne Systems, A Broadridge Company November 2011 - June 2012
NanoHoldings LLC October 2010 - November 2011
GlobeOp Financial Services January 2002 - May 2010
AllianceBernstein October 1998 - December 2001
RogersCasey September 1996 - October 1998
Comdisco September 1984 - August 1996
IBM September 1981 - August 1984
Skills
Financial Services, Capital Markets, Team Building, Energy, Private Equity, Portfolio Management, Asset Managment, Equities, Financial Modeling, Venture Capital, Investor Relations, Hedge Funds, Valuation, Entrepreneurship, Asset Management, Finance, Start-ups, Business Development, Due Diligence, Derivatives, Financial Markets, Bonds, FX Options, Financial Risk, Fixed Income, Alternative Investments, Trading, Fund Administration, Investment Management, Options, Investments
Education
Bowdoin College 1969 — 1973
BA
MIT 1973 — 1974
Westfield August 2009 - Present
BMO Capital Markets April 2006 - October 2008
GlobeOp Financial Services 2002 - 2004
Skills
Real Estate, PeopleSoft, Asset Managment, Event Management, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Retail, Property Management, Corporate Finance, HRIS, Negotiation, Salesforce.com, Management, Administrative..., Travel Arrangements, Social Media, Social Media Marketing, Project Management, Strategic Planning, Asset Management, Shopping Centers, Marketing Strategy, Advertising, Marketing, Contract Negotiation, Sales, Leases
Education
Borough of Manhattan Community College
Fortress Investment Group January 2014 - Present
Fortress Investment Group February 2006 - Present
Citco Fund Services 2003 - February 2006
GlobeOp Financial Services 2002 - 2003
Morgan Stanley March 2001 - 2002
Skills
Bloomberg, Financial Accounting, Financial Analysis, Fund Accounting
Education
Baruch College 1997 — 2000
BS, Accounting
GlobeOp Financial Services May 2007 - Present
Fred Alger Management May 2005 - May 2007
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Capital Markets, Investment Banking, Valuation, Bloomberg, Asset Management, Alternative Investments, FX Options, Middle Office, Portfolio Management, Credit Derivatives, Financial Modeling, Securities, Investments, Private Equity, Mutual Funds, Options, Fund Accounting
Education
City University of New York-Baruch College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting, Cum Laude
First Data Corporation August 2015 - Present
GE Capital April 2014 - August 2015
Cengage Learning March 2006 - April 2014
GlobeOp Financial Services 2004 - 2006
New York State Assembly January 2003 - December 2005
Kaye Scholer LLP August 1999 - April 2003
Judd Burstein PC 1994 - 1995
Skills
FCPA, Corporate Governance, Corporate Law, Privacy Law, Securities Regulation, Contract Negotiation, Intellectual Property, Strategy, Internal Controls, Leadership, Management, Licensing, UK Bribery Act, Compliance Training, Code of Ethics, Internal Investigations, Securities Offerings, SEC filings, Licensing Negotiations, Vendor Contracts, OFAC, Government Contracting, Corporate Fraud..., Business Ethics, Technology Transfer
Education
University of Pennsylvania Law School 1996 — 1999
JD, Law
State University of New York College at Purchase 1990 — 1993
BFA
Columbia University in the City of New York
Financial Accounting
KPMG US October 2014 - Present
Lehigh University August 2010 - May 2014
KPMG June 2013 - August 2013
Swap Text 2011 - 2013
GlobeOp Financial Services June 2012 - August 2012
Gift Hit, LLC. November 2011 - May 2012
The Seawane Country Club May 2008 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Accounting, Financial Analysis, Microsoft Word, Public Speaking, Data Analysis, Financial Modeling
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Norca Industrial LLC March 2008 - Present
Citigroup Private Bank Wealth Management January 2004 - January 2008
GlobeOp Financial Services January 2001 - January 2004
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance. New York City
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
BBA, International Business. New York City
GlobeOp Financial Services September 2007 - Present
Phoenix Investment Partners November 2005 - September 2007
CIGNA January 2002 - July 2005
Aeltus Investment Management July 1998 - January 2002
Skills
Bloomberg, Equities, Hedge Funds, Mutual Funds, Securities, Derivatives, Fixed Income, Investments, Portfolio Management, Valuation, Alternative Investments, Asset Management, Management, Capital Markets
Education
Bryant College 1994 — 1998
BS, Business Administration
Luxottica April 2013 - Present
Luxottica November 2011 - April 2013
Professional Poker Player June 2008 - September 2011
Citigroup Global Investment Banking July 2006 - June 2008
GlobeOp Financial Services November 2005 - July 2006
Skills
Forecasting, Sales, Management, Marketing, Inventory Management, Customer Service, Banking, Budgets, Merchandising, Credit, Retail, Marketing Strategy, Leadership, VBA, Microsoft Excel, Microsoft Access, SAP AFS, SAP BI, Demand Planning, Supply Chain Management, Strategic Planning, Product Assortment..., Assortment Optimization, Assortment Development, Inventory Planning, Demand Supply Planning, Logistics, Distribution Logistics, Supply Chain Operations, Supply Chain, Product Launch, Launching New Brands, Brand Management, Product Marketing, Business Analysis, Data Analysis, Databases, Statistical Modeling, Project Management, Project Planning, Global Sourcing, Sourcing, Master Data Management, S&OP implementation, QlikView, Business Objects, MS Excel Pivot Tables, Vlookup, Sumif, countif
Education
Binghamton University - School of Management 2002 — 2005
Bachelor's Degree, Finance and Financial Management Services
Advent Software 2012 - Present
GlobeOp Financial Services 2001 - 2011
Interactive Brokers LLC 1995 - 2001
Skills
Fixed Income, Equities, Alternative Investments, Investor Reporting, Bloomberg, Derivatives, Fund Accounting, Asset Managment, Hedge Funds, Fund Administration, Trading Systems, FX Options, Options, Securities, Mutual Funds, Asset Management, Trading, Capital Markets, Financial Markets, Credit Derivatives, Financial Services, Corporate Actions, Back Office, Swaps
Education
Iona College
BBA, Accounting
Millbrook Capital Management June 2012 - Present
Vegasoul LLC March 2011 - March 2012
Eric Dinallo for NY Attorney General January 2010 - September 2010
AI International May 2007 - July 2009
Alternative Investment Solutions September 2004 - May 2007
GlobeOp Financial Services April 2003 - August 2004
Skills
Hedge Funds, Derivatives, Bloomberg, Alternative Investments, Equities
Education
Fordham Gabelli School of Business 2010 — 2012
MBA, Professional Accounting
University of Delaware 1995 — 1999
B.A, Criminology
Livingston High School
L&T Infotech December 2012 - Present
Risk Focus December 2009 - December 2012
GlobeOp Financial Services January 2008 - November 2009
UBS Investment Bank April 2005 - November 2007
FXall January 2004 - April 2005
Goldman Sachs Asset Management February 1998 - December 2003
Skills
Spring, Java, Core Java, Multithreading, Integration, Database Design, Application Development, Application Architecture, Distributed Systems, Fixed Income, Risk Management, Credit Derivatives, Derivatives, XML, Unix, SQL, C#, Microsoft SQL Server, Software Development, Agile Methodologies
Education
New York University 1996 — 1998
Master of Science, Computer Science
Fu Jen Catholic University 1989 — 1993
Bachelor of Science, Computer Science and Information Engineering
Premium Point Investments September 2011 - Present
GlobeOp Financial Services October 2006 - September 2011
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Derivatives, Alternative Investments, Securities, Fund Administration, Middle Office, Fund Accounting, Swaps, Investments, Corporate Actions, Securities Lending
Education
Hartwick College 2002 — 2006
B.A., Economics
SS&C GlobeOp January 2015 - Present
GlobeOp Financial Services August 2005 - Present
UBS 2001 - 2005
Morgan Stanley Dean Witter 1999 - 2002
Skills
Financial Services, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg, Fixed Income, Derivatives, Securities, Capital Markets, Relationship Management, Investment Banking, Middle Office, Portfolio Management, Prime Brokerage, Mutual Funds
Education
Hofstra University 1994 — 1997
Bachelor, Management
Fortigent, LLC March 2014 - August 2015
GlobeOp Financial Services October 2011 - November 2013
Stamford Board of Education September 2010 - September 2011
Paramount Equity Partners LLC December 2009 - September 2010
PTG Capital May 2008 - November 2009
GlobeOp Financial Services July 2005 - May 2008
Brown Brothers Harriman April 2002 - July 2005
Skills
Hedge Funds, Equities, Corporate Actions, Alternative Investments, Private Equity, Derivatives, Fixed Income, Investor Relations, Bloomberg, Mutual Funds, Options, Securities, Financial Services, Capital Markets, Fund Of Funds, Due Diligence, Regulatory Compliance, Anti Money Laundering
Education
Boston University Questrom School of Business 1997 — 2001
BSBA, Finance, International Relations
Centerbridge Partners, L.P. January 2012 - Present
Plainfield Asset Management October 2007 - December 2011
GlobeOp Financial Services July 2002 - October 2007
Education
Iona College 1998 — 2002
Masters, Finance, Business Management
Cartier May 2014 - Present
The NPD Group March 2013 - May 2014
The NPD Group March 2014 - 2014
CBS News April 2012 - August 2012
GlobeOp Financial Services April 2011 - August 2011
Assemblywoman Michelle Schimel- 16th District April 2010 - June 2010
Skills
Facebook, Social Media, Editing, Journalism, Blogging, Event Planning, Tumblr, Research, Social Media Marketing, Final Cut Pro, Politics, Spanish, Creative Writing, PowerPoint, Microsoft Office, Data Analysis, Market Research, Microsoft Word
Education
Emory University 2009 — 2012
Bachelor of Arts (B.A.), International/Global Studies
Emory University 2009 — 2012
Bachelor of Arts, International Studies; Political Economies & Latin America
high school
high school
JBCStyle / JBCconnect / JBCPlatform January 2006 - Present
Janou Pakter January 2012 - Present
The Ira Zaslow Foundation September 2001 - Present
GlobeOp Financial Services February 2003 - August 2005
UBS October 2001 - February 2003
Skills
E-commerce, Social Media Marketing, Social Networking, Digital Marketing, Retail, Strategic Planning, Marketing Strategy, Business Strategy, Business Intelligence, Business Analysis, Management, Sales, Human Resources, Recruiting, Talent Management, Merchandising, Sourcing, Public Relations, Program Management, Apparel, Team Building, Brand Development, CRM, Email Marketing, Competitive Analysis, Team Management, Fashion, Strategy, Product Development, Negotiation, Leadership, Customer Service, Marketing, Business Planning, Entrepreneurship, Salesforce.com, Advertising, Market Research, Luxury Goods, Business Development, Marketing Communications, New Business Development, Executive Management, Temporary Placement, Time Management, Finance, Strategic Partnerships, Social Media, Sales Management, Account Management
Education
Brooklyn Law School 1997 — 2000
Juris Doctor
University at Albany, SUNY 1993 — 1997
Business Administration
Kepler Group September 2014 - Present
Rosetta May 2013 - September 2014
GlobeOp Financial Services May 2012 - August 2012
SeatGeek May 2011 - August 2011
Skills
Data Analysis, Marketing Strategy, Customer Segmentation..., Digital Media, CRM, SEO, Social Media Marketing, Public Relations, Microsoft Excel, PowerPoint, Digital Strategy
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Political Science and Business Management
Vanguard August 2014 - Present
Vanguard June 2013 - August 2014
GlobeOp Financial Services May 2012 - August 2012
Boys and Girls Club of Ridgefield June 2006 - September 2011
Mercedes-Benz USA April 2009 - June 2009
Skills
Fixed Income, Hedge Funds, Equities, Options, Middle Office, Collateral Management, Swaps, Credit Derivatives, Microsoft Excel, PowerPoint, Teamwork, Securities, Microsoft Office
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Economics and Finance
Markit June 2014 - Present
SS&C GlobeOp September 2013 - June 2014
GlobeOp Financial Services April 2011 - September 2013
Skills
Fixed Income, Derivatives, Capital Markets, Alternative Investments, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Finance, Mutual Funds, Hedge Funds
Education
Iona College 2006 — 2010
BBA, Finance
Och-Ziff Capital Management Group April 2005 - Present
GlobeOp Financial Services March 2004 - March 2005
Skills
Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, US GAAP, Equities, Accounting, Auditing, Derivatives, Financial Analysis, Financial Services, Financial Reporting, Financial Modeling
Education
Binghamton University 1999 — 2003
BS, Economics
Highbridge Capital Management July 2007 - Present
GlobeOp Financial Services July 2001 - July 2007
Education
Lehigh University
IEA - Investors Economic Assurance LLC June 2015 - Present
Conifer Financial Services January 2014 - October 2014
International Fund Services (Ireland) Ltd, A State Street Company December 2012 - January 2014
J.P. Morgan Asset Management January 2007 - November 2012
GlobeOp Financial Services 2003 - 2006
Pimco Advisors June 1998 - October 2003
SBSF June 1993 - April 1999
Skills
Fund Accounting, Hedge Funds, Fixed Income, Derivatives, Fund Of Funds, Alternative Investments, Bloomberg, Middle Office, Auditing, Accounting, Asset Management, Financial Reporting, Prime Brokerage, Equities, Mutual Funds, Portfolio Management, Operations Management, Document Management, Project Management, Regulatory Requirements, Business Analysis, Onboarding, Budgets, Board Relations, Board Governance, New Hire Training, Compliance, Budget, Dodd-Frank, Regulatory Reporting, Investor Relations, KYC, Anti Money Laundering, OFAC
Education
SUNY Canton 2015 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Iona College 2001 — 2005
KGS-Alpha Capital Markets, L.P. April 2011 - Present
GlobeOp Financial Services June 2010 - April 2011
KBC Financial Products September 2009 - June 2010
KBC Financial Products June 2009 - June 2010
KBC Financial Products January 2007 - June 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2006
Finance and Investments
BTG Pactual January 2013 - Present
BTG Pactual April 2012 - December 2012
BTG Pactual April 2011 - March 2012
GlobeOp Financial Services January 2006 - April 2011
Skills
Hedge Funds, Fixed Income, MBS, ABS, Interest Rate..., Credit Derivatives, Equities, Options, CFDs, Futures, FX, Settlements, FX Options, Alternative Investments, Bloomberg, Settlement, Swaps
Education
Iona College 2004 — 2005
MBA, Finance
Iona College 2000 — 2004
BBA, Finance
Symitar November 2014 - Present
Barclays December 2009 - September 2014
Sandelman Partners June 2007 - June 2009
UBS 2006 - 2007
Globeop Financial Services 2004 - 2006
Education
Columbia University in the City of New York 1998 — 2002
BS, Computer Science
JPMorgan Chase December 2012 - Present
Kinetix Trading Solutions December 2011 - April 2012
GlobeOp Financial Services December 2009 - June 2011
Barclays Capital September 2008 - January 2009
Lehman Brothers November 1998 - September 2008
Skills
Trading Systems, Derivatives, Credit Derivatives, Fixed Income, Capital Markets, Prime Brokerage, Sybase, Investment Banking, Interest Rate..., Equities, Middle Office, Equity Derivatives, Market Data, Hedge Funds, Bloomberg, Electronic Trading, Low Latency, Trading, Swaps, Business Analysis, Program Management, Market Risk, Risk Systems
Education
Dartmouth College
Duke University
Deutsche Bank October 2012 - Present
GlobeOp Financial Services April 2010 - November 2012
GlobeOp Financial Services November 2007 - April 2010
Investors Bank & Trust 2001 - 2007
Skills
Hedge Funds, Relationship Management, Mutual Funds, CRM, Fund Accounting, Alternative Investments, Asset Management, Bloomberg, Derivatives, Equities, Financial Services, Fixed Income, Fund Administration, Investments, Portfolio Management, Securities
Education
Johnson & Wales University 1988 — 1992
GlobeOp Financial Services June 2006 - Present
Skills
Hedge Funds
Education
Loyola University Maryland 2002 — 2006
Capstone Investment Advisors, LLC September 2011 - May 2015
Meridian Fund Services LLC June 2010 - August 2011
Meridian Fund Services LLC March 2005 - June 2010
GlobeOp Financial Services 2003 - 2005
State Street February 2002 - September 2003
State Street October 2000 - February 2002
Skills
Hedge Funds, Alternative Investments, Securities, Financial Modeling, Bloomberg, Fund Administration, Fixed Income, Valuation, Equities, Fund Accounting, Asset Management, Private Equity, Capital Markets, Derivatives, Fund Of Funds, Options
Education
Cornell University 1997 — 2000
J.P. Morgan July 2014 - Present
J.P. Morgan October 2011 - July 2014
GlobeOp Financial Services June 2004 - October 2011
Citigroup 2006 - 2007
State Street 1998 - 2004
Skills
Alternative Investments, Hedge Funds, Mutual Funds
Education
Bentley University 1994 — 1998
BS Finance
North Yarmouth Academy 1992 — 1995
Incapture Investments LLC July 2014 - Present
Elliott Management Corp December 2005 - July 2014
GlobeOp Financial Services April 2004 - December 2005
Westminster USA LTD August 2002 - April 2004
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Derivatives, Alternative Investments, Capital Markets, Securities, Middle Office, Asset Management, Investment Banking, Trading, Financial Modeling, Portfolio Management, Prime Brokerage, Investments, Financial Markets, Trading Systems
Education
Manhattan College 1998 — 2002
Bachelor of Arts (B.A.), Major: Computer Science Minor: Mathematics
Stonehill Capital Management, LLC July 2008 - Present
GlobeOp Financial Services April 2006 - July 2008
Education
Iona College 1998 — 2002
PRO Sports Physical Therapy of Westchester May 2014 - Present
University of Miami Leonard M. Miller School of Medicine May 2011 - May 2014
Bridgewater Associates April 2010 - January 2011
Morgan Stanley February 2008 - April 2010
GlobeOp Financial Services 2006 - 2008
Skills
Hedge Funds, Investor Relations, Anti Money Laundering
Education
University of Miami Leonard M. Miller School of Medicine 2011 — 2014
D.P.T, 2014
Binghamton University 2001 — 2005
B.S., Psychobiology
Binghamton University 2001 — 2005
B.A., Economics
Morgan Stanley April 2013 - Present
GlobeOp Financial Services December 2007 - April 2013
Skills
Bloomberg, Equities, Hedge Funds
Education
Fordham University 2003 — 2007
Boston Merchant Financial Pvt. Ltd. April 2011 - July 2014
Boston Merchant Financial Ltd. April 2010 - April 2011
Brighton House Associates January 2009 - February 2010
University of Massachusetts Boston September 2007 - December 2008
GlobeOp Financial Services January 2006 - August 2007
Skills
Risk Management, Corporate Finance, Foreign Exchange, Market Research, Data Analysis, Options, Investment Banking, FX Options, Trading Strategies, Commodity, Securities, Hedging, Trading Systems, Marketing Communications, Business Development, Management, Marketing
Education
University of Massachusetts Boston 2007 — 2008
MBA
Institute of Technology and Management 2004 — 2006
PGDBM
P.A.W. Capital Partners, LP May 2006 - Present
GlobeOp Financial Services 2001 - 2006
The Bank of New York May 1997 - September 2002
Skills
Accounts Receivable, Performance Measurement, Transfer Agency, Accounts Payable, Microsoft Excel, Hedge Funds, Fund Administration, Fund Accounting, Fund Of Funds, Mutual Funds, Investments, Capital Markets, Investor Relations, Asset Management, Fixed Income, Equities, Financial Analysis, Financial Services, Securities
Education
Fordham University 1992 — 1997
BS, Accounting
Globeop July 2007 - Present
Globeop Financial 2007 - Present
GlobeOp Financial Services 2007 - Present
Education
Barnard College
GlobeOp Financial Services 2006 - 2007
JPMorgan Chase 2004 - 2006
Education
Fordham Gabelli School of Business 2001 — 2003
MBA
University of Wisconsin-Madison
Standard Chartered Bank November 2014 - Present
GlobeOp Financial Services 2009 - 2014
GlobeOp Financial Services July 2005 - 2009
Eugene Lang College 2000 - 2002
Skills
Higher Education, Banking, Analysis, Microsoft Office, Training, Microsoft Excel, Public Speaking, Data Analysis, Management, Nonprofits, PowerPoint, Strategic Planning
Education
Drexel University 2007 — 2009
M.S, Higher Education Administration
The New School 1998 — 2002
Master, Non Profit Administration
School of Visual Arts 1988 — 1992
BFA, Public Relations
UAW Retiree Medical Benefits Trust July 2014 - Present
Goldman Sachs/State Street Bank April 2012 - June 2014
Private Client Resources, LLC September 2011 - January 2012
INTL FCStone Inc. April 2011 - September 2011
Windcrest Discover Investments April 2008 - April 2011
Kenmar 2005 - 2008
Various June 2004 - June 2005
GlobeOp Financial Services February 2004 - May 2004
State Street June 2002 - February 2004
Deutsche Asset Management October 2001 - June 2002
Skills
SAS, SAS70, Palisades SQL -..., Geneva, RediPlus, GoToMeeting.com, SAP Streamworks, Portia, PIMS, Sungard, Reuters, Bloomberg Terminal, Excel, Word, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, SAP, Valuation, Accounting, Investments, Management, Trading, Portfolio Management, Mutual Funds, Fund Of Funds, Capital Markets, Risk Management, FX Options, Equities, Financial Modeling, Finance, Financial Analysis
Education
Penn State University 2010 — 2012
MBA
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), Economics
Danish International Studies (DIS) 2000 — 2000
International FInance
The Gunnery 1996 — 1997
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Insight Investment February 2015 - Present
IMRC LLC October 2008 - Present
Angelo, Gordon & Co. March 2014 - January 2015
Citi June 2012 - July 2013
Madison Square Investors June 2008 - April 2009
Goldman Sachs Asset Management April 2006 - April 2008
Morgan Stanley January 2004 - December 2005
GLOBEOP FINANCIAL SERVICES June 2003 - December 2003
DEUTSCHE ASSET MANAGEMENT October 2001 - June 2003
JPMorgan Chase April 1998 - July 2001
Skills
Investment Banking, Equities, Asset Management, Capital Markets, Fixed Income, Hedge Funds, Investments, Financial Modeling, Portfolio Management, Valuation, Derivatives, Emerging Markets, Corporate Finance, Private Equity, Financial Services, Alternative Investments, Trading, Venture Capital, Financial Analysis, Due Diligence, Mergers & Acquisitions, Securities, Mutual Funds, Accounting
Education
Pace University 2004 — 2006
Master of Science (MS), Management Information Systems, General
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Team Epic June 2014 - Present
GroupM ESP September 2010 - June 2014
ESBL Sports Management May 2010 - August 2010
Kansas City Chiefs Football Club Inc. January 2010 - May 2010
San Diego Sports Commission March 2009 - May 2009
GlobeOp Financial Services June 2005 - December 2008
The Bank of New York October 2003 - June 2005
Skills
Sports Marketing, Social Media Marketing, Digital Marketing, Sponsorship, Integrated Marketing, Digital Media, Marketing, Marketing Strategy, Advertising, Event Management
Education
San Diego State University-California State University 2009 — 2010
MBA, Sports Business
Arizona State University, W. P. Carey School of Business 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
GlobeOp Financial Services June 2006 - Present
HSBC August 2004 - June 2006
Dreyfus August 2000 - August 2004
Skills
Hedge Funds, Equities, Fund Accounting, Mutual Funds, Fixed Income, Valuation, Financial Services, Asset Management, Derivatives
Education
City University of New York-Hunter College
Bachelor's degree, Accounting
Electrolux North America September 2014 - Present
City of Charlotte March 2013 - August 2014
ReCommunity - Hudson Baylor July 2009 - January 2013
Ferncliff Manor September 2007 - March 2009
Global Alumina July 2006 - September 2007
GlobeOp Financial Services September 2002 - July 2006
Sentinel Real Estate 1999 - 2003
Lincoln Center for the Performing Arts 1994 - 1999
Dean Witter 1989 - 1994
Skills
Accruals, Financial Reporting, GAAP, Financial Analysis, Internal Audit, Accounting, Forecasting, Payroll, Sarbanes-Oxley Act, Internal Controls, Cash Flow, Auditing, Revenue Recognition, Variance Analysis, Financial Modeling, Management Accounting, Fixed Assets, US GAAP, Consolidation, Outlook, Microsoft Excel, Analysis, General Ledger, Financial Accounting, Accounts Payable, Account Reconciliation, Cash Management, Managerial Finance, PeopleSoft, Risk Management, Accounts Receivable, Finance, Sarbanes-Oxley, QuickBooks, Strategic Financial..., Financial Statements, Invoicing, JD Edwards, Working Capital..., Access, Management, Treasury Management, Corporate Finance, Budgets, Due Diligence, Hyperion Enterprise, Process Improvement, Training, Microsoft Office, Project Management
Education
Iona College
Bachelor’s Degree, Accounting and Finance
MidOcean Partners July 2009 - Present
Outpost Investment Group December 2008 - July 2009
JD Capital Management February 2005 - November 2008
GlobeOp Financial Services 2004 - 2005
Bank of New York Mellon May 2000 - June 2004
Skills
Due Diligence, Hedge Funds, Credit, Valuation, Accounting, Asset Managment, Financial Modeling, Alternative Investments, Portfolio Management, Investments, Financial Analysis, Equities, Capital Markets
Education
Iona College
Master of Business Administration (MBA), Finance, General
Roberts Wesleyan College
Business Administration
Hedge Fund Consultant March 2007 - Present
GlobeOp Financial Services 2001 - 2007
UBS Warburg March 1999 - December 2000
Merrill Lynch February 1998 - March 1999
Bankers Trust April 1995 - February 1998
Bank of New York March 1993 - September 1994
Skills
Finance, Fixed Income, Hedge Funds, Investments, Management
Education
Babson College 1986 — 1990
Salisbury 1984 — 1986
HS
Black Mountain Systems May 2015 - Present
IFS, A State Street Company May 2008 - May 2015
International Fund Services (N.A.) LLC (subsidiary of State Street) May 2008 - January 2010
UNTAS A.S. March 2007 - May 2008
GlobeOp Financial Services August 2004 - March 2007
Hera Hotel 2002 - February 2007
GlobeOp Financial Services May 2002 - August 2004
Prudential Financial August 2001 - April 2002
Skills
Hedge Funds, Business Analysis, CRM, Analysis, Business Development, Asset Management, Financial Services, Portfolio Management, Equities, Capital Markets, Fund Of Funds, Mutual Funds, Leadership, Due Diligence, Finance, Relationship Management, Management, Alternative Investments
Education
Fordham University 1999 — 2001
Master of Arts, International Political Science and Economy
Bilkent Üniversitesi / Bilkent University 1994 — 1998
BA, Political Science and Public Administration
TED University
Cerberus Capital Management March 2011 - Present
Dune Capital April 2009 - April 2010
Dune Capital June 2007 - April 2009
Deutsche Bank Securities February 2006 - June 2007
GlobeOp Financial Services June 2004 - February 2006
Education
Boston University Questrom School of Business 2000 — 2004
Ardsley High School
Lombard Odier Asset Management (USA) Corp January 2012 - Present
Harbinger Capital Partners June 2009 - December 2011
HSBC, Alternative Fund Services June 2008 - June 2009
Reich & Tang Funds August 2004 - May 2008
GlobeOp Financial Services August 2002 - August 2004
Salomon Smith Barney June 1984 - May 2002
Skills
Mutual Funds, Financial Reporting, Hedge Funds, Fund Of Funds, Fund Administration, Fund Accounting, Private Equity, Alternative Investments
Education
Hofstra University 1984 — 1987
AllianceBernstein August 2011 - Present
GlobeOp Financial Services February 2007 - April 2009
AllianceBernstein April 1998 - February 2007
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Fund Administration, Capital Markets, Derivatives, Asset Management, Fund Accounting, Middle Office, Back Office, FX Options, Financial Services, Financial Analysis, Portfolio Management
Education
Manhattan College 1993 — 1997
Bachelor of Science (BS), Finance
Manhattan College 1993 — 1997
Bachelor of Science (BS), Finance
FundCount, LLC February 2012 - Present
GlobeOp Financial Services 2011 - 2011
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2011
DPM Mellon 2004 - 2005
PFPC June 2000 - December 2003
Skills
Hedge Funds, Financial Analysis, Fixed Income, Bloomberg, Equities, Derivatives, Fund Accounting, Mutual Funds, Fund Administration, Securities, Alternative Investments, FX Options, Options, Swaps, Corporate Actions, Fund Of Funds, Microsoft Excel, Leadership, Financial Services, Portfolio Management, Middle Office, Bloomberg Terminal, Business Analysis, Back Office, Equity Derivatives, Bonds, VBA, Microsoft Word, Software Implementation, Project Management, Software Implementation...
Education
Indiana University of Pennsylvania
The University of Texas at Arlington
GlobeOp Financial Services ManagerGlobeOp Financial Services2005 - 2010
UBS Investment Bank 2000 - 2005
UBS 2000 - 2005
Education
Iona College 1994 — 1996
JPMorgan Chase August 2013 - Present
EWM Executive Wealth Managent Ltd. 2008 - July 2013
OpHedge Investment Services March 2008 - October 2008
GlobeOp Financial Services 2006 - 2008
UBS 2000 - 2005
AIG Trading Group June 1996 - May 2000
Skills
Equities, Mutual Funds, Capital Markets, Hedge Funds, Risk Management, Fixed Income, Project Management, Strategy, Options, Financial Services, Business Analysis, Valuation, Investment Banking, Prime Brokerage, CRM, Financial Markets, Alternative Investments, Middle Office, Electronic Trading, Commodity
Education
Hartwick College 1991 — 1995
Yorktown High School 1988 — 1991
Regents
GlobeOp Financial Services October 2008 - Present
Deustche Bank December 2004 - October 2008
Long Term Capital Management January 1997 - July 1998
Bankers Trust 1992 - 1997
Salomon Brothers June 1984 - August 1992
Salomon Brothers 1984 - 1992
Education
Baruch College, City University of New York (CUNY) 1979 — 1984
JPMorgan Chase August 2014 - Present
J.P. Morgan December 2011 - August 2014
JP Morgan Chase February 2010 - December 2011
Lehman Brothers August 2009 - February 2010
GlobeOp Financial Services March 2008 - April 2009
JP Morgan Chase 1995 - 2008
Skills
Client Onboarding, Account Reconciliation, Management, KYC, Derivatives, Investment Banking, Middle Office, Prime Brokerage, Credit Derivatives, Interest Rate..., Securities, Hedge Funds, Fixed Income
Education
City University of New York-College of Staten Island 1985 — 1988
Ipreo August 2008 - Present
Ipreo (formerly i-Deal LLC) August 2008 - Present
Galleon Group April 2007 - December 2007
GlobeOp Financial Services January 2005 - April 2007
Thomson Financial July 2000 - November 2004
Carson Group November 1994 - July 2000
Skills
Investor Relations, Hedge Funds, Alternative Investments, Capital Markets, Finance, Leadership, Equities, CRM, Financial Services, Fixed Income, Bloomberg, Investment Banking, Market Data, Derivatives, Financial Markets, Management
Education
Virginia Wesleyan College 1990 — 1994
Manhattanville College
Business - Issues Management
New York Institute of Finance
SS&C Globeop December 2008 - Present
GlobeOp Financial Services September 2004 - December 2008
AIG Trading Group September 1999 - September 2004
Skills
Valuation, Asset Management, Investment Banking, Alternative Investments, Capital Markets, Equities, Fixed Income, Hedge Funds, Derivatives, Asset Managment, Bloomberg, FX Options, Financial Markets, Trading, Securities, Portfolio Management, Options, Middle Office, Financial Services
Education
Pace University - Lubin School of Business 2002 — 2004
MBA, Finance
Manhattan College 1995 — 1999
BS, Finance
GlobeOp Financial Services Project Manager
Alternative Asset Investment Management October 2007 - January 2008
AXA Advisors March 2007 - July 2007
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
Bachelors, Finance
National Income Life Insurance July 2012 - October 2012
John Thomas Financial December 2011 - May 2012
GlobeOp Financial Services September 2003 - December 2008
HSBC (Bank of Bermuda) April 2000 - September 2003
Whale Securities Co. LP June 1999 - April 2000
Allianz Global Investors (Oppenheimer Capital) April 1998 - June 1999
Robeco (Weiss, Peck & Greer LLC) March 1996 - April 1998
BNY Mellon (Dreyfus) September 1994 - March 1996
U.S. Army Military Police Corp. February 1985 - August 1992
Skills
Internal Audit, Finance, Hedge Funds, Fund Accounting, Process Improvement, CRM, Analysis, Accounting, Project Management, Capital Markets, FX Options, Financial Services, Risk Management, Consulting, Financial Statements, Account Reconciliation, Auditing, Valuation, Financial Markets, Geneva and Advent..., Reconciliation MIS, Client Relationship..., Equities, Fixed Income, Derivatives, Alternative Investments, Financial Analysis, SSAE 16
Education
Frostburg State University 1992 — 1994
B.S., Accounting
U.S. Army Basic Leadership Development Course
Certificate & Service School Academic Evaluation Report
U.S. Army Basic Non-Commissioned Officer Course
Bloomberg November 2010 - Present
Advent Capital Management May 2005 - February 2011
GlobeOp Financial Services April 2004 - May 2005
JPMorgan Chase August 2001 - September 2003
Skills
Trading Systems, Equities, Bloomberg, Derivatives, Hedge Funds, Fixed Income, Electronic Trading, Equity Derivatives, Bonds, Mutual Funds, Options, Money Market, Securities, Middle Office, Alternative Investments, Portfolio Management, Trading, Capital Markets, Financial Markets, Asset Management, Investments
Education
Hofstra University
AltB Partners LP April 2013 - Present
GlobeOp Financial Services June 2006 - April 2013
International Paper November 2003 - May 2006
Merrill Lynch April 1992 - June 2003
Citi September 1987 - April 1992
Cadwalader, Wickersham & Taft LLP September 1985 - September 1987
Skills
Corporate Governance, Corporate Law, Securities Regulation, Mergers, Securities, Contract Negotiation, Capital Markets, Due Diligence, Governance, Asset Managment, Risk Management, Corporate Finance, Hedge Funds, Equities, Private Equity, Mergers & Acquisitions
Education
University of Michigan Law School 1982 — 1985
J.D., Law
Binghamton University 1978 — 1982
B.A., Economics and Political Science
Cognizant Technology Solutions February 2010 - Present
GlobeOp Financial Services June 2006 - January 2008
Deutsche Bank March 2005 - June 2006
Skills
Business Analysis, Financial Modeling, Financial Analysis, Project Management, Data Analysis, Requirements Analysis, Business Strategy, Capital Markets, SDLC, Valuation, Investments
Education
Fairleigh Dickinson University 2008 — 2010
Master of Business Administration (MBA), Management Information Systems and Services
Rizvi Institute Of Management Studies and Research 2003 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
Federal Home Loan Bank of New York January 2012 - Present
Federal Home Loan Bank of New York December 2009 - March 2012
GlobeOp Financial Services April 2008 - December 2009
Bear Stearns May 2006 - November 2007
Skills
Fixed Income, Derivatives, Bloomberg, Interest Rate..., MBS, Capital Markets, Credit Derivatives, Valuation, Quantitative Finance, Financial Engineering, Structured Products, Financial Modeling, Bonds, FX Options, Valuation Modeling, Model Validation, Credit Risk, Counterparty Risk, Structured Finance, Reuters, VBA, Market Risk, Interest Rate Risk..., Financial Risk
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Financial Engineering
Brigham Young University 2000 — 2004
BS, Economics & Computer Science
河南师大附中
Nation Design March 2015 - Present
Cache, Inc February 2007 - March 2015
GE Asset Management June 2006 - February 2007
MBIA Asset Management (Cutwater Asset Management) July 2002 - June 2006
GlobeOp Financial Services March 2001 - June 2002
Kinexus 2000 - 2001
Skills
Bloomberg, Finance, Microsoft Excel, Retail, Settlement, Forecasting, MBS, Financial Analysis, Financial Statements, Cash Management, ABS, Payroll, Microsoft Office, Middle Office, PowerPoint, Budgets, Accounting, Account Reconciliation, Fixed Income, Analysis, Hedge Funds, Management, Portfolio Management
Education
Pace University 2003 — 2006
MBA, Financial Management
Drew University 1996 — 2000
BA, Economics
The Harvey School 1992 — 1996
HS Diploma
J.P. Morgan Cayman Trust Company January 2014 - Present
JPMorgan Chase December 2007 - Present
GlobeOp Financial Services 2002 - 2007
Deutsche Bank 1999 - 2002
Salomon Brothers 1996 - 1999
Skills
Hedge Funds, Alternative Investments, Derivatives, Equities, Fixed Income, Asset Managment, Prime Brokerage, Private Equity, Capital Markets, Credit Derivatives, Fund Of Funds, Financial Services, Mutual Funds, Middle Office, Fund Administration, ETFs, Operational Risk, Due Diligence, Investor Relations, Collateral Management, Back Office, Bonds, Equity Derivatives, Options, Financial Markets, Securities, Swaps, Corporate Actions, Fund Accounting, Relationship Management, Asset Management, Electronic Trading, Emerging Markets, FX Options, Structured Products, Interest Rate..., Bloomberg, Management
Education
Kingston University 1993 — 1995
BA Hons, Accountng and Finance
Kingston University 1992 — 1993
BEng Hons, Aerospace Engineering
Haywards Heath 6th Form College
WCG Management L.P. November 2008 - Present
Merrill Lynch July 2007 - November 2008
GlobeOp Financial Services 2006 - 2007
Skills
Fund Accounting, Hedge Funds, Equities, Strategic Planning, Alternative Investments, Microsoft Excel, Bloomberg, Account Reconciliation, Investments, Fixed Income, Strategic Financial..., General Ledger, Credit, Finance, Financial Analysis, Accounting
Education
Iona College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
GlobeOp Financial Services Senior Fund accountantState StreetSeptember 2000 - August 2004
Education
Bryant University 1996 — 2000
BS, Accounting
GlobeOp Financial Services April 2003 - Present
UBS 2001 - 2003
BNY Mellon 1998 - 2001
Royce Investment Group 1997 - 1998
Skills
Fund Administration, Fund Accounting, Hedge Funds, Bloomberg, Equities, Fixed Income, Proficient in MS Word,..., Options, Alternative Investments, Financial Services, Derivatives, Investment Banking, Credit Derivatives, Capital Markets, Corporate Actions, Fund Of Funds, Valuation, Settlement, Bonds, Securities, CRM, Mutual Funds, FX Options, Financial Markets, Middle Office, Swaps, Trading, Asset Management, Prime Brokerage, Back Office, Collateral Management, Equity Derivatives, Hedging, Interest Rate..., Investments, Operational Risk, Portfolio Management, Structured Products, Trading Systems, Equity Trading, Investment Management, Market Risk, AML, Bloomberg Terminal, Commodity, Electronic Trading, Emerging Markets, Equity Research, Financial Risk, Investor Relations
Education
Hartwick College 1992 — 1996
BA, Business Management
IHS
Citco Funds Services September 2003 - Present
GlobeOp Financial Services March 2002 - September 2003
Education
City University of New York-College of Staten Island 1994 — 1997
Wells Fargo May 2011 - Present
Alternative Investment Solutions November 2009 - August 2011
Citco August 2006 - December 2008
Ivy Asset Management July 2005 - July 2006
GlobeOp Financial Services November 2003 - June 2005
J&W Seligman November 2000 - November 2002
Dreyfus December 1997 - November 2000
Skills
Fund Accounting, Hedge Funds, Securities, Portfolio Management, Derivatives, Mutual Funds, Investments, Fixed Income, Finance, Accounting, Financial Analysis, Financial Reporting, Options, Asset Management, Bloomberg
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
RBC Capital Markets July 2013 - Present
Ridge Clearing November 2011 - Present
BNP Paribas July 2011 - July 2011
Societe Generale April 2008 - August 2008
KPMG April 2006 - March 2008
GlobeOp Financial Services July 2004 - April 2006
Federated Investors September 2001 - July 2004
Bear Stearns June 1997 - March 2001
Skills
Trading, Fixed Income, Middle Office, Equities, Derivatives, Hedge Funds, Securities, Settlement, Mutual Funds, Operational Risk, Risk Management, Relationship Management, Operational Risk..., Financial Services, Bloomberg, Capital Markets, Prime Brokerage
Education
City University of New York-Baruch College 1997 — 2000
MBA, Finance and Investments
State University of New York College at Oneonta
BS, Business Economics
Scotiabank June 2015 - Present
UBS Investment Bank May 2010 - June 2015
GlobeOp Financial Services May 2005 - April 2009
UBS/ PaineWebber July 1987 - May 2005
Skills
Settlement, Fixed Income, Investment Banking, Finance, Hedge Funds, Derivatives, Equities, Bloomberg, Management, Fund Of Funds, User Acceptance Testing, Capital Markets, Accounting, FINRA, Fund Administration, Financial Analysis, Trading, Account Reconciliation, Middle Office, AML, Fund Accounting, Options, Due Diligence, Securities, Series 7, Valuation, Alternative Investments
Education
City University of New York-College of Staten Island 1980 — 1985
BS, Accounting
General Networks Corporation September 2014 - Present
Crescent Capital Group September 2014 - Present
Morgan Stanley May 2013 - August 2014
Berkery, Noyes & Co., LLC February 2012 - May 2013
TCS Premier September 2008 - February 2012
GlobeOp Financial Services February 2007 - August 2008
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Analysis, Financial Analysis, Equities, Vendor Management, Investments, Finance
Education
City University of New York-Brooklyn College
Bachelor of Business Administration (BBA), Business Administration and Management, General
GlobeOp Financial Services 2006 - Present
JPMorgan Chase July 2010 - January 2011
GlobeOp Financial Services 2006 - July 2010
Banc of America Securities January 2000 - October 2006
Bear Stearns June 1999 - September 1999
Skills
Hedge Funds, Fixed Income, Credit Derivatives, Sales Operations, Bloomberg, Investment Banking, Back Office, Derivatives, Valuation, FX Options, Capital Markets, Financial Services, Banking, Swaps, Alternative Investments, Middle Office, Leadership, Equities, Equity Derivatives, Structured Products, Securities, Bonds, Prime Brokerage, Interest Rate..., Options
Education
City University of New York-Hunter College 1997 — 2001
Bachelor
Genpact November 2009 - Present
NKGSB Bank September 2008 - November 2009
GlobeOp Financial Services September 2006 - September 2008
Skills
Risk Management, Fixed Income, ALM, DFAST, Interest Rate Risk..., Market Risk, Stress Testing, Liquidity Management, Banking, Financial Risk, Valuation, Credit Risk, Bancware, Portfolio Management, Investments, Liquidity Risk, Treasury, Bloomberg, Balance Sheet Risk..., Fixed Income Trading, Liquidity Risk Reporting, ALCO Reporting, Derivatives, Relationship Management, Investment Banking, Credit, Loans, FX Options, Foreign Exchange, Analysis, Financial Markets, Trade Finance, Corporate Finance, Credit Analysis, Auditing, Financial Modeling, Bonds, Treasury Management, Risk Analytics, VBA, Funding, Basel II, Trading, Capital Markets, Back Office, OTC Derivatives, Valuations, ALM Model Validation, RBI Reporting
Education
GARP 2008 — 2009
FRM, Risk Management
ICFAI 2006 — 2008
CFA, Finance
Devi Ahilya Vishwavidyalaya 2004 — 2006
MBA (FA), Finance
International Fund Services (NA) LLC, A State Street Company July 2008 - Present
Morgan Stanley April 2007 - July 2008
SS&C GlobeOp June 2005 - April 2007
GlobeOp Financial Services July 2003 - June 2005
Citigroup January 2002 - July 2003
Merrill Lynch May 1994 - August 1996
Skills
Accounting, Fund Administration, Hedge Funds, Fund Accounting, Finance, Auditing, Fixed Income, Equities, Middle Office, Bloomberg, Alternative Investments, Derivatives, Corporate Actions, Securities, Asset Managment, Swaps, Capital Markets, Mutual Funds, Back Office, FX Options, Portfolio Management, Financial Services, Private Equity, Investments, Options, Trading, Bonds, Bloomberg Terminal, Valuation, Asset Management, Management, Fund Of Funds
Education
State University of New York College at Old Westbury 1991 — 1992
B.S., Finance
Ithaca College 1987 — 1991
Accounting and Finance
GlobeOp Financial Services August 2010 - Present
FrontPoint Partners 2004 - 2008
Andor Capital Management 2000 - 2003
Pequot Capital 1999 - 2000
Tiger Management 1992 - 2000
Skills
Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
BBA, Finance
Iridian Asset Management July 2010 - Present
GlobeOp Financial Services August 2009 - July 2010
Moon Capital November 2007 - May 2009
CRT Capital Group March 2004 - November 2007
Deutsche Bank September 1998 - March 2004
Skills
Hedge Funds
Education
Fordham University 1988 — 1992
B.S,, Accounting
GlobeOp Financial Services 2009 - Present
Mariner Investment Group 2006 - 2008
Bessemer Trust 2000 - 2006
Education
City University of New York-Hunter College
B.A.
Deutsche Bank November 2014 - Present
GlobeOp Financial Services September 2011 - January 2013
Apolloportfolio.com November 2009 - June 2011
The Bank of New York Mellon November 2004 - October 2009
CREDIT INDUSTRIEL ET COMMERCIAL BANK January 2003 - August 2004
SMBC Capital Markets, Inc. 2001 - 2002
Skills
Swaps, Fixed Income, CDO, Derivatives, Structured Products, Equities, CDS, Structured Finance, Market Risk, Valuation, Portfolio Management, FX Options, ABS, VBA, Credit Risk, Interest Rate Swaps
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Ming Yin College
Prestige Employee Administrators February 2014 - Present
Prestige Employee Administrators April 2013 - Present
Prestige Employee Administrators March 2009 - March 2011
First Data Merchant Services February 2004 - February 2005
GlobeOp Financial Services January 2002 - February 2004
Multex January 2001 - January 2002
Acclaim Entertainment January 1999 - January 2001
Skills
Employee Relations, Human Resources, Talent Management, Onboarding, HR Consulting, Employee Benefits, Talent Acquisition, Organizational..., Recruiting, HRIS
Education
Adelphi University
MBA
Hofstra University
BA
Cutwater Asset Management December 2012 - Present
GlobeOp Financial Services August 2005 - August 2011
UBS Investment Bank 2000 - 2005
Skills
Hedge Funds, Finance, Alternative Investments, Equities, Fixed Income, Fund Accounting, Private Equity, Options, Portfolio Management, Fund Of Funds, Account Reconciliation, MS Office 2010, Advent Geneva/Partners, MS Access
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Health/Health Care Administration/Management, A
Iona College 1993 — 1996
BBA, Accounting
Westchester Community College 1989 — 1993
AS, Accounting
JP Morgan May 2010 - Present
GlobeOp Financial Services August 2007 - May 2010
Skills
Capital Markets, Portfolio Management, Invesment Banking, SAP, Cognos, Business Objects, Equities, Equity Derivatives, Valuation, Derivatives
Education
CFA Institute, USA 2011 — 2011
CFA Level 1
Birla Institute of Technology and Science, Pilani 2003 — 2007
M.Sc, Finance
Hudson Realty Capital 2011 - Present
GlobeOp Financial Services 2009 - 2011
PricewaterhouseCoopers 2003 - 2009
Grant Thornton LLP 1999 - 2003
Skills
Financial Reporting, Internal Controls, Auditing, Accounting, GAAP, CPA, Hedge Funds, Private Equity, Fund Accounting, Financial Audits, Financial Services, Mutual Funds, Management Accounting, Management, Leadership
Education
State University of New York at New Paltz 1993 — 1996
BS, Accounting
Jiangxi University of Finance and Economics 1990 — 1992
Finance
First Republic Bank March 2015 - Present
JPMorgan Chase March 2014 - February 2015
JPMorgan Chase & CO. December 2012 - February 2014
GlobeOp Financial Services May 2010 - November 2012
Deutsche Bank August 2007 - April 2010
Citi December 2005 - July 2007
Skills
AML, Hedge Funds, KYC, Financial Risk, Banking, Securities, Portfolio Management, Asset Management, Due Diligence, Financial Services, Alternative Investments, Investments, Corporate Finance, Wealth Management, Valuation
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance & Investment
SS&C Technologies January 2015 - Present
SS&C GlobeOp July 2011 - Present
GlobeOp Financial Services October 2006 - July 2011
JPMorgan Chase December 2001 - October 2006
Commercial Capital Corp. May 2000 - December 2001
Independence Community Bank August 1997 - May 2000
Emigrant Mortgage Company March 1996 - August 1997
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Mutual Funds, Account Reconciliation, Fund Accounting, Financial Services, Accounting, Securities, Risk Management, Fund Administration, Financial Analysis, Bloomberg, Derivatives, Fixed Income, Financial Reporting, Middle Office, Asset Management, Corporate Actions, Swaps, Fund Of Funds
Education
Fordham University 1991 — 1995
BS, Business Management
Credit Suisse August 2014 - Present
National Australia Bank June 2011 - August 2014
National Australia Bank October 2009 - June 2011
TIAA-CREF April 2008 - October 2009
GlobeOp Financial Services June 2007 - April 2008
Interactive Data August 2000 - April 2007
Skills
Derivatives, Valuation, Market Risk, Financial Modeling, Fixed Income, Bloomberg, Financial Markets, Bonds, FX Options, Hedge Funds, Finance, Murex, Calypso, Reuters 3000, Middle Office, Credit Derivatives, Interest Rate..., Equity Derivatives, Swaps, Credit
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
MFE, Financial Engineering
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
GlobeOp Financial Services December 2010 - July 2012
Standard & Poor's November 2007 - January 2010
DZ Bank AG, New York January 2006 - October 2007
DZ Bank AG, New York May 2001 - December 2005
Focus One Media Group International March 2000 - April 2001
Unicredit June 1989 - March 2000
Skills
Employee Relations, Performance Management, Onboarding, Succession Planning, HRIS, Talent Management, Employee Benefits, Human Resources, Recruiting, Talent Acquisition, Organizational..., Organizational Design, Deferred Compensation, Employee Engagement, Change Management, Leadership Development, Executive Coaching, Benefits Administration, HR Policies, Sourcing
Education
Teachers College of Columbia University 2002 — 2003
Continuing Education in Mediation and Conflict Resolution
The New School 1993 — 1997
MS, Human Resources Management
Houghton College 1983 — 1987
BA, Sociology
Melody Capital Partners, LP August 2014 - Present
GlobeOp Financial Services March 2012 - August 2014
Morgan Stanley June 2010 - January 2012
Plainfield Asset Management June 2008 - June 2010
JWM Partners August 2006 - June 2008
WestLB 2004 - 2006
Morgan Stanley 2000 - 2004
Arthur Andersen LLP 1998 - 1999
Skills
Fund Administration, Financial Markets, Mutual Funds, Swaps, Account Reconciliation, Back Office, Credit Derivatives, FX Options, Cash Management, Structured Products, Treasury, Prime Brokerage, Investment Management, Middle Office, Mergers, Management, Hedge Funds, Fund Accounting, Financial Analysis, Finance, Capital Markets, Asset Management
Education
Fordham University 1994 — 1997
BS, Accounting
GlobeOp Financial Services June 2011 - Present
Schultze Asset Management, LLC August 2006 - June 2011
HSBCSecurities USA February 2006 - June 2006
Bear Stearns & Co October 2005 - February 2006
Credit Suisse First August 2004 - October 2005
Skills
Fixed Income, Derivatives, Equities, Trading, Finance, Asset Management, Bonds, Credit, Trading Systems, Swaps, Back Office, Account Reconciliation, Management, Financial Risk, Accounting, Project Management, Loans, Interest Rate..., Emerging Markets, Marketing
Education
Manhattanville College 2013 — 2015
DeVry Institute of TechnologyLong Island 2000 — 2004
Bachelor Degree, Business Administration; Business Information SystemsBusiness
Staples May 2014 - Present
GlobeOp Financial Services March 2007 - August 2013
Skills
Fund Administration, Hedge Funds, Fund Accounting, Geneva, Kondor, Bloomberg, Kondor+, Alternative Investments, Derivatives, Equities, Fixed Income, Corporate Actions, Mutual Funds, Fund Of Funds, Financial Modeling, Management, Securities, Financial Analysis, Middle Office, Capital Markets, Valuation
Education
Boston College - Carroll School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
The Johns Hopkins University 2002 — 2006
B.A., Economics, Political Science
BNY Mellon November 2010 - Present
GlobeOp Financial Services 2006 - 2008
Barclays Bank 2007 - 2007
Skills
Hedge Funds, Alternative Investments, Legal Compliance, FINRA, Fixed Income, Equities, Financial Services, Management, Securities, Bloomberg, Capital Markets, Securities Lending, Euroclear, Swaps, FX Spot, NAV
Education
Long Island University, Southampton Campus 1991 — 1993
Business Administration and Management, General
GlobeOp Financial Services Associate directorKidder Peabody1990 - 1994
Education
Fordham University 1986 — 1990
Cardinal Spellman High School 1982 — 1986
Holy rosary 1982 — 1986
GlobeOp Financial Services May 2006 - Present
UBS 2004 - 2006
ubs 1998 - 2006
UBS 1998 - 2004
Skills
Prime Brokerage, FX Options, Hedge Funds, Equities, Fixed Income, Derivatives, Capital Markets, Investment Banking, Bloomberg, Alternative Investments, Asset Management, Middle Office, Options, Portfolio Management, Securities, Financial Markets, Trading, Financial Services, Back Office, Series 7, Investments, Swaps, Trading Systems, Credit Derivatives
Education
Fordham University 1986 — 1990
Bachelor, Management
Curoverse, Inc May 2014 - Present
Brightworks Computer Consulting January 2009 - Present
WOTN, LLC January 2003 - August 2005
GlobeOp Financial Services July 2001 - July 2002
Juno July 2000 - June 2001
Skills
Software Development, C, Perl, bash, sql, Linux, Programming, Hardware, Databases, SQL, Java, C++, Bash
Education
University of St. Andrews 2005 — 2011
Doctor of Philosophy (PhD), Computer Science
Cornell University 1996 — 2000
Bachelor of Applied Science (BASc), Computer Science
Cantor Fitzgerald December 2011 - Present
Cadogan Management LLc April 2008 - Present
GlobeOp Financial Services 2005 - 2008
Dreyfus 1998 - 2005
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Financial Reporting, Asset Managment, Fund Of Funds, Fund Accounting, Asset Management, Bloomberg, Capital Markets, Derivatives, Mutual Funds, Portfolio Management
Education
City University of New York-Baruch College
City University of New York-Baruch College
City University of New York-Baruch College
Pace University
MBA, Finance
Prudential Financial September 2014 - Present
Prudential Financial February 2012 - September 2014
SS&C Technologies July 2010 - February 2012
SS&C Technologies June 2008 - July 2010
GlobeOp Financial Services February 2007 - June 2008
Skills
Fund Accounting, Financial Reporting, Accounting, Account Reconciliation, Bloomberg, Financial Statements, Financial Accounting, Valuation, Financial Services, Internal Controls, Financial Analysis, Microsoft Excel, General Ledger, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
MBA, MBA
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
B.B.A., Finance
SMS Holdings January 2010 - Present
Deloitte October 2007 - August 2008
deloitte 2007 - 2008
globeop 2001 - 2008
globeop 2001 - 2008
globeop 2001 - 2008
GlobeOp Financial Services July 2001 - October 2007
deloitte 2001 - 2007
Skills
Microsoft Office, Great Plains, SunSystems, Internet
Education
American Intercontinental University 2005 — 2006
Bachelor, Business Administration in Accounting & Finance
University of South Carolina-Aiken 1991 — 1994
Math and Art
GlobeOp Financial Services April 2012 - Present
HSBC Securities Services July 2006 - April 2012
Education
Long Island University, C.W. Post Campus 2004 — 2007
Masters, Business Administration
Binghamton University
GlobeOp Financial Services 2006 - Present
Distributed Energy Systems 1995 - 2003
IBM & Hayes Micro Computer 1991 - 1994
Indian Institute of Technology, Bombay 1986 - 1990
Education
Georgia Institute of Technology
Master's Degree, Electrical Engineering
University of Kerala
Bachelor's Degree, Electrical Engineering
Saiers Capital, LLC May 2013 - Present
GlobeOp Financial Services July 2007 - May 2013
HSBC Halbis Capital Management (USA), Inc. / Atlantic Advisors, LLC September 1999 - July 2007
US Navy, Department of Defense January 1991 - July 1999
Skills
Hedge Funds, Hedge Accounting, Investor Reporting, Management, Financial Statements, Operational Due..., Partnership Accounting, Operational Efficiency, Performance Measurement, Business Unit Start-up
Education
Lehigh University
Bachelor of Science (BS), Computer Science
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Morgan Stanley Prime Brokerage May 2004 - Present
GlobeOp Financial Services November 2001 - April 2004
Skills
Hedge Funds, Prime Brokerage, Series 7, Equities, Securities, Series 63
Education
Iona College 2000 — 2001
Master of Business Administration (MBA)
Iona College 1996 — 2000
Bachelor of Business Administration (BBA)