International Fund Services (NA) LLC, A State Street Company
Industry: Company
DescriptionFounded: 1989 Parent organization: State Street Bank and Trust Company
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International Fund Services (NA) LLC, A State Street Company Employees
SpotYoga Corporation June 2015 - Present
HedgeServ December 2014 - June 2015
International Fund Services (NA) LLC, A State Street Company August 2013 - December 2014
International Fund Services (NA) LLC, A State Street Company July 2012 - August 2013
Bucknell University June 2011 - May 2012
Skills
Writing, Creative Writing, Microsoft Excel, Bloomberg Terminal, Leadership, Sales, Operations Management
Education
Bucknell University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General, 3.8
Bucknell University 2008 — 2012
Bachelor of Arts (BA), English Language and Literature, General, 3.95
International Fund Services (NA) LLC, A State Street Company June 2015 - Present
The World Bank April 2013 - June 2015
Oppenheimer & Co. Inc. July 2014 - August 2014
Goldstate Securities May 2012 - August 2012
Skills
Statistics, Economics, Finance, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Data Analysis, SQL, Data Mining, Consulting, Technical Writing, R, C++, Matlab, Teaching, Mac OS, Windows, Customer Service, iOS Development, Analysis, Financial Modeling
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Quantitative Finance
Renmin University of China 2011 — 2013
Master of Arts (M.A.), Economics
Georgia Institute of Technology 2008 — 2011
Bachelor of Science (B.S.), Industrial Engineering
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
International Fund Services (NA) LLC, A State Street Company April 2013 - November 2014
Hodulik & Morrison, P.A. July 2011 - April 2013
Middlesex County Prosecutor's Office May 2008 - July 2011
Skills
Fund Accounting, Financial Statements, Financial Accounting, Hedge Funds, Alternative Investments, Fixed Income, Swaptions, Futures Trading, Microsoft Excel, Securities, Auditing, Bloomberg, Equities, Federal Funding, Non-profit..., Microsoft Office, Operating Budgets, Standards Compliance, Financial Reporting, Pension Administration, Financial Projection
Education
Kutztown University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Accounting
GIC October 2013 - Present
Magick Productions Group August 2011 - October 2013
International Fund Services (NA) LLC, A State Street Company November 2005 - August 2011
Skills
Bloomberg, Fixed Income, Business Analysis, Financial Analysis, Financial Services, Microsoft Excel, Economics, Equities, Process Improvement, Asset Management, Microsoft Office, Hedge Funds, Finance, Photoshop, Alternative Investments, Microsoft Word, Securities, PowerPoint, FX Options, Front Office, Front Office Support, Front to Back Office, Financial Modeling, Derivatives, Valuation, Investments
Education
City University of New York-Hunter College
Bachelor's degree, Economics
J.P. Morgan September 2013 - Present
Citisoft December 2012 - August 2013
Eagle Investment Systems November 2010 - November 2012
International Fund Services (NA) LLC, A State Street Company April 2009 - January 2010
State Street Alternative Investment Solutions March 2006 - April 2009
Investors Bank & Trust (acquired by State Street) January 2004 - March 2006
Nail Communications 2003 - 2004
Skills
Equities, Bloomberg, Hedge Funds, Mutual Funds, Securities, Fund Accounting, Corporate Actions, Investments, Business Analysis, Valuation, Financial Services, Account Reconciliation, Business Requirements, Reference Data, Trading
Education
Providence College 2000 — 2003
BA, Humanities
University of Delaware 1999 — 2000
University of the Antilles
French
International Fund Services (NA) LLC, A State Street Company June 2013 - Present
Centerbridge Partners September 2011 - June 2013
State Street Alternative Investment Solutions 2002 - 2011
Skills
Tax, Accounting, Tax Accounting, Financial Accounting, CPA, Partnership Taxation, Private Equity, Hedge Funds, Fund Of Funds, Fund Accounting, Tax Preparation, Fund Administration, Alternative Investments, Financial Services
Education
Northeastern University 2011 — 2012
Masters, Taxation
University at Buffalo 1996 — 2000
B.S., Accounting
EPAM Systems June 2012 - Present
International Fund Services (NA) LLC, A State Street Company June 2009 - June 2010
Skills
Microsoft BI Suite, Microsoft SQL Server, SharePoint, Project Coordination, Business Analysis, Finance, Cloud Computing, Research Design, Oracle, Cognos, Microsoft Excel, Data Mining, ETL, Microsoft Office, Cell Biology, Statistics, InfoPath Forms, Developers, Molecular Biology, Genetics, Web Video, Powershell, Atlassian JIRA, Organic Chemistry, Tennis, Microsoft CRM, Visual Studio, AutoCAD, Scrum, Agile Project Management, Agile Methodologies, Unit Testing, JIRA
Education
University of Delaware 2006 — 2010
Bachelor's degree, Biological and Biomedical Sciences
GE Capital November 2014 - Present
GE Capital September 2013 - November 2014
International Fund Services (NA) LLC, A State Street Company March 2013 - May 2013
Parchem – fine & specialty chemicals October 2012 - January 2013
Omnicom Group April 2012 - July 2012
UBS May 2010 - March 2011
MERRILL LYNCH /BANK OF AMERICA February 2008 - March 2010
Sempra Energy Trading September 2006 - August 2007
GENERAL ELECTRIC CORPORATE FINANCIAL SERVICES June 2003 - August 2005
Skills
Prime Brokerage, Bloomberg, Derivatives, Equities, Finance, Financial Services, Trading, Portfolio Management, Capital Markets, Hedge Funds, Financial Analysis, Asset Management
Education
Manhattanville College 2002 — 2006
Bachelor of Arts, Finance
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
International Fund Services (NA) LLC, A State Street Company April 2012 - December 2014
International Fund Services Ireland October 2010 - April 2012
International Fund Services Ireland October 2007 - October 2010
International Fund Services Ireland March 2006 - October 2007
Skills
Microsoft Office, Equities, Customer Service, Bloomberg, Accounting, Financial Services, Microsoft Word, Business Analysis, Microsoft Excel, Project Management, Asset Management, Finance, Hedge Funds, Fund Accounting, Fund Administration, Outsourcing, Alternative Investments, Options, Derivatives, Fixed Income, Corporate Actions, Account Reconciliation, Team Management
Education
University College Cork 2004 — 2005
Masters in Economic Science (MEconSc), Economics, Competition and Regulation
University College Cork 2003 — 2004
Higher Diploma in Business Economics, Economics
University College Cork 2000 — 2003
Bachelor of Arts (B.A.), Economics, Geography
EY January 2012 - Present
Pennsylvania Multi Family Asset Managers November 2007 - December 2011
Orleans Homebuilders 2006 - 2007
Ryan Homes 2004 - 2006
International Fund Services (NA) LLC, A State Street Company 2003 - 2004
Skills
Big 4, Tax, FATCA, Information Reporting &..., Section 1441
Education
Georgetown University Law Center 2011 — 2011
Master of Laws (LL.M.), Taxation
Georgetown University Law Center 2008 — 2011
Doctor of Law (J.D.), Law
The College of New Jersey 1999 — 2003
B.S., Finance
International Fund Services (NA) LLC, A State Street Company April 2013 - Present
HSBC June 2009 - September 2012
HSBC Securities March 2006 - June 2009
HSBC Securities Services October 2004 - March 2006
BNY Mellon September 2000 - October 2004
Skills
Geneva, Microsoft Excel, Microsoft Word, Fund Accounting, Hedge Funds, Valuation, Fund Of Funds, Bloomberg, Fund Administration, Account Reconciliation
Education
Hunter College 1995 — 2000
Bachelor of Science (B.S.), Accounting
International Fund Services (NA) LLC, A State Street Company July 2004 - Present
Skills
Collateral Management, Cash Management, Hedge Funds, Middle Office, Back Office, Funding, SWIFT messaging, Fixed Income, Securities, Treasury Management
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
International Fund Services (NA) LLC, A State Street Company August 2013 - Present
International Fund Services (Ireland) Ltd, A State Street Company October 2012 - August 2013
International Fund Services (Ireland) Ltd, A State Street Company April 2011 - October 2012
International Fund Services (Ireland) Ltd, A State Street Company June 2007 - March 2011
Brendon Corr Inc January 2004 - August 2006
Smith Barney February 2006 - May 2006
G & L Partners August 2005 - August 2005
Skills
Trading, Fixed Income, Equities, Bloomberg, Hedge Funds, Portfolio Management, Options, Finance, Securities, Derivatives, FX Options, Credit Derivatives, Bloomberg Terminal, Bonds, IDC, Reuters, Futures, Swaps, Middle Office, Financial Analysis, Commodity, Fund Of Funds, Mutual Funds, Markitwire
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2012
MBA, Finance, Management & Business Strategy
Hofstra University 2003 — 2007
BBA, Finance, Management
Capco January 2015 - Present
International Fund Services (NA) LLC, A State Street Company March 2013 - December 2014
Bloomberg LP January 2012 - February 2013
Merrill Lynch Wealth Management February 2011 - May 2011
Suplee, Clooney, & Company May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Data Analysis, Economics, Microsoft Word, Microsoft Office, Finance, Presentation Skills, Analysis
Education
Fairfield University 2007 — 2011
B.S., Finance & Accounting
Strategic Value Partners July 2015 - Present
Chelsea Technologies September 2014 - July 2015
The Leukemia & Lymphoma Society June 2013 - September 2014
International Fund Services (NA) LLC, A State Street Company June 2012 - January 2013
University of Hartford October 2008 - May 2012
Federal Reserve Bank of New York June 2011 - August 2011
Toronto Montreal Exchange Atrium June 2010 - August 2010
Wilson Elser June 2004 - August 2009
Skills
Active Directory, Servers, Java, Citrix, Windows Server, Networking, Photoshop, Linux, Management, Cisco Technologies, Microsoft Office, JavaScript, SQL, Operating Systems, Microsoft Exchange, HTML, Troubleshooting, Data Center, Network Administration
Education
University of Hartford 2008 — 2012
Bachelor’s Degree, Information Technology
University of Hartford 2008 — 2012
Bachelor's degree, Information Technology
Bank of America April 2015 - Present
Capital One September 2014 - Present
FuturEdu Solutions January 2011 - August 2014
Credit Suisse September 2005 - December 2010
International Fund Services (NA) LLC, A State Street Company August 2002 - August 2005
J.P. Morgan 2001 - 2003
Merrill Lynch 1996 - 2001
Citi ( Saloman Brothers) December 1994 - February 1996
AT&T September 1991 - December 1994
Skills
Unix, Electronic Trading, Perl, Equities, SQL, C++, Java, Trading Systems, Hadoop, Capital Markets, XML, OOAD, Program Management, Sybase ASE, Sybase, Middle Office, Derivatives, Software Development, SDLC, Investment Banking, Enterprise Architecture, HBase, Python
Education
New Jersey Institute of Technology 1989 — 1991
Master's degree, Computer Science
University of Hyderabad 1987 — 1989
M.Tech, Computer Science ( AI & Robotics)
V.R.Siddhrtha Engg. college 1982 — 1986
Bachelor's degree, Mechanical Engineering
International Fund Services (NA) LLC, A State Street Company March 2015 - Present
Citi Hedge Fund Services, North America, Inc. September 2013 - March 2015
International Fund Services (IFS)- A State Street Company March 2013 - September 2013
Advise Technologies May 2012 - December 2012
Citco Fund Services (USA) Inc. 2010 - 2012
OpHedge Investment Services 2008 - 2010
Citco Fund Services (USA) Inc. 2000 - 2008
PricewaterhouseCoopers January 1998 - November 2000
BDO Seidman, LLP November 1996 - December 1997
Skills
Hedge Funds, Fund Accounting, Fixed Income, Fund Administration, Alternative Investments, Derivatives, Financial Accounting, Compilation Of..., Partner Accoutning, Investment Accounting, Month End Close, Net Asset Value (NAV), Equaties, Financial Analysis, Bloomberg, Equities, Accounting, Financial Services, Investment Management, Middle Office, Collateral Management, Fund Of Funds, Valuation, Asset Management, Capital Markets, Securities, Swaps, Emerging Markets, Options, MBS, Prime Brokerage, Corporate Actions, Bonds, FX Options, CDS, Financial Markets, Financial Reporting, Credit Derivatives, Asset Allocation, Mutual Funds
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
BS, Accounting
SS&C GlobeOp May 2013 - Present
International Fund Services (NA) LLC, A State Street Company February 2013 - May 2013
HSBC September 2011 - October 2012
HSBC May 2010 - September 2011
HSBC January 2008 - April 2010
HSBC November 2005 - January 2008
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Fund Accounting, Bloomberg, Mutual Funds, Alternative Investments, AML, Valuation, Securities, Financial Services, Portfolio Management, Accounting, Account Reconciliation
Education
Concordia College 2001 — 2005
Bachelor of Arts (B.A.), Business/Spanish/Economics
Park Senior High School 1997 — 2001
High School Diploma
International Fund Services (NA) LLC, A State Street Company January 2013 - Present
BNY Mellon January 2008 - December 2012
J&W Seligman 2001 - 2004
Skills
Bloomberg, Financial Analysis, Equities, Financial Modeling
Education
Baruch College
BBA, Accounting
Fordham University
MBA, Finance
ConvergEx Group May 2014 - Present
International Fund Services (NA) LLC, A State Street Company October 2012 - May 2014
Liquidnet August 2010 - October 2012
Liquidnet August 2008 - August 2010
R Square May 2005 - August 2010
UBS Global Asset Management May 2007 - August 2008
Celgene September 2005 - April 2007
Wolters Kluwer May 2005 - August 2005
iGATE December 1999 - May 2005
Skills
Business Intelligence, Agile Methodologies, Data Integration, Agile Project Management, Architecture, Scrum, Oracle, PL/SQL, ETL, SDLC, Cognos, Database Design, SQL, Data Warehouse..., Microsoft Office, Data Modeling, OLTP, Shell Scripting, Electronic Trading, Program Management, Technical Leadership, Atlassian JIRA, MS Project, Data Mining, OLAP, Oracle SQL, Financial Services, Dark Pools, Reporting Systems, Netezza, Databases, Unix, JIRA, Oracle SQL Developer
Education
WIEECT 1997 — 2000
B. Sc. Tech, Computer Technology
Ruia 1994 — 1997
B. Sc., Physics
University of Mumbai 1992 — 1994
Higher Education, Physics Chemistry Mathematics
Prudential Financial February 2012 - Present
Prudential Financial April 2009 - February 2012
JPMorgan Chase March 2008 - February 2009
Bell Potter Securities September 2007 - November 2007
National Australia Bank April 2007 - September 2007
Citco Fund Services November 2005 - February 2007
International Fund Services (NA) LLC, A State Street Company March 2004 - September 2004
Skills
Accounting, Fund Accounting, Middle Office, Bloomberg Terminal, Global Custody, Fixed Income, Financial Analysis, Qualified Chartered..., Account Reconciliation, Microsoft Excel, Alternative Investments, Equities, Finance, Derivatives, Investments, Risk Management
Education
ACCA (Association of Chartered Certified Accountants)
ACCA, Accounting
Letterkenny Institute of Technology 2004 — 2005
Master's Degree, Accounting and Finance
Letterkenny Institute of Technology 1999 — 2003
Bachelor's Degree, Accounting and Business/Management
International Fund Services (NA) LLC, A State Street Company November 2014 - July 2015
BNY Mellon October 2001 - October 2014
Skills
Bonds, Derivatives, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Management, Microsoft Excel, Mutual Funds
Education
Philadelphia Biblical University 2003 — 2007
Bachelor of Science (BS), Bible/Biblical Studies
Penn State University 1996 — 2000
Bachelor of Science (BS), Accounting
International Fund Services (NA) LLC, A State Street Company June 2014 - Present
Fortress Investment Group December 2013 - May 2014
Wynright Corporation November 2012 - November 2013
Tropics Software Technologies July 2012 - October 2012
Multivision Inc. February 2012 - July 2012
Skills
SQL, Agile Methodologies, C#, Java, Microsoft SQL Server, Web Services, ASP.NET, Visual Studio, XML, SOA, .NET, Web Applications, OOP, SDLC, WCF, Databases
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics, 3.4 GPA
NIIT Bangalore 2011 — 2011
Diploma in Java Technologies, Core Java, J2EE, Oracle SQL
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
The Permal Group February 2014 - October 2014
JPMorgan Chase December 2013 - January 2014
Morgan Stanley March 2013 - December 2013
Moody's Corporation June 2012 - March 2013
Avis Budget Group June 2011 - May 2012
The Burgiss Group January 2011 - May 2011
Merrill Lynch December 2008 - April 2009
Merill Lynch September 2008 - December 2008
Skills
Analysis, Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, SPSS, Portfolio Management, Valuation, Accounting, Management, Financial Statement..., Data Analysis, Comparable Analysis, PowerPoint, Essbase, Microsoft Word, Eviews, Oracle, Outlook, S-Plus, Webfolio
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
Master of Business Administration, Finance, 3.88
Rutgers University 2004 — 2008
Bachelor of Arts, Economics, 3.12
Holy Spirit High School
International Fund Services (NA) LLC, A State Street Company March 2013 - Present
State Street Bank January 2010 - February 2013
Global Pathways at Northeastern University January 2009 - October 2009
Arrabe Integra March 2008 - July 2008
State Street January 2007 - August 2007
Skills
Bloomberg, Analysis, Investments, Portfolio Management, SAP, Microsoft Excel, Mutual Funds, Finance, Spanish, Accounting, Microsoft Office, General Ledger
Education
Northeastern University 2004 — 2009
BSIB, International Business - Finance
Universidad Pontificia Comillas 2007 — 2008
Business
State Street Alternative Investment Solutions August 2015 - Present
International Fund Services (NA) LLC, A State Street Company October 2014 - August 2015
Mitsubishi UFJ Fund Services October 2013 - September 2014
Angelo, Gordon & Co. September 2012 - October 2013
Citco Fund Services January 2008 - January 2012
Citco Fund Services January 2006 - December 2007
Citco Fund Services August 2003 - December 2005
Deutsche Bank (acquired by State Street) February 2001 - August 2003
Morgan Stanley Dean Witter August 1998 - November 2000
Skills
Hedge Funds, Syndicated Loans, Fixed Income, Equities, Fund Administration, Fund Accounting, Financial Services, Fund Of Funds, Bloomberg, Swaps, Alternative Investments, Bonds, Corporate Actions, Investments, Forwards, Back Office, DTCC, Accounting, Private Equity, Financial Reporting, Equity Derivatives, Hedge Accounting, Managing Accounts, Finance, Credit Derivatives, Investran, Interest Rate..., MBS, SAS70, Hedge Fund Accounting, Geneva, Wall Street Office, Aexeo, Hedgetek, Managed Accounts, Back Office Operations, Repos, Futures, Quantitative Analysis, Revolvers, Distressed Debt, CLO, CMO, Hurdle Rates, NAV Allocations, SOC 1, Team Management, Position Reconciliation, Project Management, Mutual Funds
Education
City University of New York-Herbert H. Lehman College
BA, Accounting
Bronx High School of Science
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
Deloitte Bermuda January 2013 - January 2015
Deloitte August 2010 - January 2013
Deloitte January 2007 - August 2010
Skills
Hedge Funds, Private Equity, Capital Allocation, NAV, Financial Statements, Trial Balance, Collaborative Leadership, Account Reconciliation, Securities, Swaps, Currency Futures, Futures Trading, Forwards, Foreign Currency..., Partnership Taxation, Management, Cross-functional Team..., Cross-functional..., Wash Sales, Constructive Sales, Straddles, Dividends, Withholding, Options, FX Options, Warrants, Equities, Short Sales, Bonds, Microsoft Excel, MS Excel Pivot Tables, MS Excel Macros, Microsoft Word, GoSystems, AllocatesAll, Corptax, Bloomberg, BNA, Mandarin, Chinese
Education
The University of Akron 2009 — 2010
Taxation, Master's degree
Case Western Reserve University 2005 — 2009
Accounting, Bachelor of Applied Science (B.A.Sc.)
International Fund Services (NA) LLC, A State Street Company 2004 - Present
Alliance Capital August 2002 - June 2004
Merrill Lynch June 1999 - July 2002
SunAmerica Mutual Funds September 1998 - June 1999
Skills
Finance
Education
Rutgers University-New Brunswick
Bachelor's Degree
International Fund Services (NA) LLC, A State Street Company June 2011 - Present
International Fund Services (NA) LLC, A State Street Company December 2009 - June 2011
MetLife July 2009 - December 2009
Skills
Hedge Funds, Financial Services, Relationship Management, Business Development, Project Management, Due Diligence, Alternative Investments, Business Relationship..., Customer Service, Fund Administration, Fixed Income, Management
Education
Seton Hall University
Bachelor of Science (B.S.), Business Administration with a concentration in marketing
Taunton High School
UC San Diego Health System 2015 - Present
Highland Hospital July 2014 - January 2015
Palomar Health 2015 - 2015
International Fund Services (NA) LLC, A State Street Company April 2013 - December 2013
Bessemer Trust October 2011 - April 2013
Barclays Capital October 2008 - September 2011
UBS Investment Bank July 2007 - August 2007
Goldman Sachs January 2007 - June 2007
Raytheon January 2006 - June 2006
Skills
Nursing, Healthcare, ICU, Certified Nursing..., ACLS, Patient Care Tech, Volunteer Leadership, CCP, PCT, BLS, Hedge Funds, Equities, Portfolio Management, AML, KYC, Due Diligence, Compliance, RN, Hospitals, TeamSTEPPS, Critical Care, Patient Care Associate, Health Care Assistant, CNA, EPIC Systems, UCSD Resuscitation...
Education
University of Rochester 2014 — 2014
Bachelor of Science Degree in Nursing, Registered Nursing/Registered Nurse
Northeastern University 2004 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Middlesex University 2004 — 2004
Semester Abroad in London
International Fund Services (NA) LLC, A State Street Company August 2010 - Present
Merrill Lynch July 2008 - August 2010
Northwestern Mutual September 2007 - March 2008
Education
Fordham University - Graduate School of Business Administration 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance
New York & Company August 2014 - May 2015
maurices October 2008 - July 2014
JPMorgan Chase July 2007 - September 2008
JPMorgan Chase June 2006 - August 2006
International Fund Services (NA) LLC, A State Street Company May 2005 - August 2005
Skills
Finance, Retail, Microsoft Excel, Real Estate, Access, Financial Analysis, PowerPoint, Microsoft Word, Analysis, Marketing, ESRI Business Analyst, ESRI ArcGIS, MicroStrategy, Hyperion
Education
Cornell University
Bachelor of Science (B.S.), Applied Economics & Management
International Fund Services (NA) LLC, A State Street Company March 2014 - Present
State Street October 2012 - March 2014
Oppenheimer & Co. July 2011 - August 2011
The Observatory Hotel March 2011 - April 2011
Oppenheimer & Co. June 2010 - August 2010
Skills
Microsoft Excel, Market Research, PowerPoint, Microsoft Word, Microsoft Office, Management, Fund Accounting, Marketing, Community Outreach, Anti Money Laundering, KYC
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
Legends Bar and Restaurant November 2010 - Present
UBS June 2010 - August 2010
Skills
Teamwork, Bartending, Microsoft Excel, Time Management, Restaurants, Customer Service, Food & Beverage, Microsoft Office, Inventory Management, Financial Analysis, Budgets, Microsoft Word, PowerPoint, Forecasting, Data Entry, Public Speaking
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
ASA Institute of Business and Computer Technology 2009 — 2010
Associate's degree, Accounting
Orenburg State University (OSU) 2005 — 2008
Bachelor of Engineering (BEng), Engineering in Medical and Biological Practice, A
International Fund Services (NA) LLC, A State Street Company April 2015 - Present
Dealogic October 2014 - April 2015
Agata & Valentina May 2014 - August 2014
T3 Trading Group, LLC May 2013 - July 2013
Reavis Parent Lehrer LLP January 2010 - May 2010
Law Office of Isabel M. Hidrobo January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Social Media, English, Time Management, Access, Data Analysis, Leadership
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, GPA 3.74
International Fund Services (NA) LLC, A State Street Company April 2014 - Present
Colacino Tax Partners February 2014 - April 2014
RR Advisory Group, LLC December 2013 - February 2014
Alternative Assets Investment Management, LLP September 2010 - November 2010
YMCA June 2008 - August 2010
Skills
Accounting, Financial Statements, Marketing, Customer Service, Management, Tax Preparation, Financial Analysis, Bloomberg, Data Analysis, Bloomberg Terminal, Financial Modeling, Economics, Outlook, Access, Tax Returns, QuickBooks, Auditing, Valuation, Social Media, Corporate Finance, Public Speaking, Event Planning, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (M.S.), Professional Accounting, N/A
Fordham University Gabelli School of Business 2008 — 2012
Bachelor of Science (BS), Applied Accounting and Finance
Christian Brothers Academy - Lincroft, NJ 2004 — 2008
High School Diploma
Good Common Practice January 2015 - Present
Youth Empowerment Project January 2015 - Present
The New Dawn Foundation March 2014 - Present
Psychology Department - LIU Brooklyn June 2012 - Present
New York Community Hospital of Brooklyn June 2013 - January 2014
Poke Restaurant September 2010 - June 2012
Gregory's Coffee June 2010 - October 2010
International Fund Services (NA) LLC, A State Street Company June 2005 - June 2010
Skills
Social Work, Community Outreach, Psychology, Research, Creative Writing, Event Planning, Public Speaking, Program Development, Nonprofits, Microsoft Office, Customer Service, Social Media, Program Evaluation, Psychotherapy, Fundraising, Writing, SPSS, Editing, Teaching, Spanish, Data Analysis, Meditation, Mindfulness, Theology, PowerPoint, Wellness, Yoga, Outlook, Philosophy, Photography, Volunteer Management, Critical Thinking, Higher Education, Data Entry, Strategic Planning, Project Management, Statistics, Mental Health Care, Mediation, Children's Yoga, Human Subjects Research, Reiki, Movement Therapy, Art Therapy, Social Media Marketing, Text Editing, Team Building, Student Development, Energy Healing, Group Therapy
Education
Tulane University 2014 — 2015
Master of Social Work (MSW), Global Social Work Certificate
Long Island University, Brooklyn Campus 2009 — 2013
Bachelor of Arts (B.A.), Psychology
University of Vermont 2005 — 2008
Bachelor of Arts (B.A.), Psychology
International Fund Services (NA) LLC, A State Street Company August 2015 - Present
State Street April 2014 - August 2015
International Fund Services (NA) LLC, A State Street Company December 2012 - April 2014
Skills
Microsoft Office, Event Planning, Marketing Research, Sales Presentations, Marketing Communications, Financial Analysis, Teamwork, Strategic Leadership, Time Management, Customer Service, Investment Strategies, Financial Reporting, Fund Accounting, Hedge Funds, Manage Client..., Cash Management, Client Development, Report Writing, Advertising, Analysis, CRM, Finance, Investments, Market Research, Microsoft Excel, PowerPoint, Sales, Social Media, Strategic Financial..., Strategic Planning, System Administration, Mutual Funds, Strategy
Education
Ryerson University 2010 — 2012
Bachelor of Commerce (B.Com.), Finance, General
Sheridan College 2007 — 2010
Advanced Diploma, Business Administration - Marketing
International Fund Services (NA) LLC, A State Street Company April 2015 - Present
Tanaka Capital Management March 2014 - August 2014
Broadhi Capital March 2013 - June 2013
Agricultural Bank of China June 2012 - August 2012
Skills
Microsoft Excel, Visual C++, Financial Modeling, R, Investments, Matlab, Equity Trading, Valuation, VBA, SQL, Quantitative Finance, Equities, Data Analysis, Derivatives, Economics
Education
Rutgers Business School 2013 — 2015
Master's degree, Financial Mathematics, 3.7/4.0
Renmin University of China 2009 — 2013
Bachelor of Science (BS), Financial Mathematics, 3.59/4.00
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
SEFCU June 2012 - Present
AXA Advisors January 2013 - April 2013
Skills
Problem Solving, Financial Analysis, Stock Picking, Risk Assessment, Stock Trading, Portfolio Management, Regression Analysis
Education
The College of Saint Rose 2009 — 2013
Bachelor of Science (BS), Business Administration: Finance Concentration
Ann Aboulafia P.C. CPA 2009 - 2011
International Fund Services (NA) LLC, A State Street Company 2008 - 2009
BNY Mellon 2004 - 2008
KPMG 2003 - 2004
J.T. Shulman P.C. CPA's 2001 - 2003
BDO USA, LLP 2000 - 2001
Goldstein Golub Kessler LLP 1998 - 2000
Michael & Adest CPA's PC 1989 - 1998
Skills
Accounting, CPA, Financial Statements, Financial Reporting, Tax, Hedge Funds, Auditing, Alternative Investments, Finance, Financial Services, Tax Preparation, Account Reconciliation, Investments, Financial Audits, Private Equity
Education
Hofstra University
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
Baker Tilly Virchow Krause, LLP July 2014 - December 2014
Baker Tilly Virchow Krause, LLP July 2012 - July 2014
Ehrhardt Keefe Steiner & Hottman PC October 2009 - July 2012
Skills
Accounting, Tax Returns, Preparation, Microsoft Excel, Tax, Financial Analysis, Account Reconciliation, Tax Accounting, Tax Preparation, Corporate Tax, Income Tax
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2009
B.S. in Business Administration, Accounting
International Fund Services (NA) LLC, A State Street Company May 2011 - Present
The Bank of New York Mellon August 2006 - April 2011
NYS Senator Joseph P. Addabbo December 2004 - December 2010
Skills
Hedge Funds, Financial Services, Financial Analysis, Capital Markets, Alternative Investments, Mutual Funds, Securities, Fixed Income, Bloomberg
Education
Saint Francis Prep 1994 — 1998
High School
Queens College
Bacehlors, Economics
State Street March 2015 - Present
International Fund Services (NA) LLC, A State Street Company July 2012 - Present
L. F. Howard Associates, Inc. January 2000 - June 2012
Medical Records Institute January 1998 - December 1999
Horst Chrt Steuerberater August 1996 - December 1997
Systems Automation / Judge Imaging, Inc. June 1995 - July 1996
Lanier Worldwide, Inc June 1994 - June 1995
Skills
Advent, SQL, Project Planning, Strategic Financial..., Strategic Planning, Investments, Business Planning, Business Strategy, Research, Business Development, Policy, Project Management, Strategy, Account Management, Operations Management, Management, Government, Insurance, Contract Negotiation, Leadership, Analysis, Portfolio Management, Finance, Asset Management, Negotiation, Marketing, Accounting, Risk Management, Financial Services, Hedge Funds, Training, Financial Analysis, Wealth Management
Education
University of Massachusetts School of Law - Dartmouth 2000 — 2004
J.D., Juris Doctor, Law
Beloit College 1990 — 1994
B.A., Bachelors of Arts, International Relations
Berkshire School 1986 — 1990
Goldman Sachs August 2010 - Present
International Fund Services (NA) LLC, A State Street Company August 2004 - August 2010
ThoughtWorks August 2003 - August 2004
Icon Nicholson March 2001 - August 2003
Electric Farm January 2001 - March 2001
Aspiro AB May 2000 - September 2000
Merkantildata October 1999 - May 2000
TALX Corp. May 1998 - August 1999
Skills
Agile, Scrum, Software Development, Java, SOA, Enterprise Architecture, Software Project..., SQL, J2EE, XML, SQL Server, MySQL, Ant, JavaScript, TDD, Architecture, Subversion, Spring, Agile Project Management, Program Management, Sybase, Eclipse, Product Management, SDLC, Application Development, OOP, HTML, Web Applications, Team Leadership, Agile Methodologies, E-commerce, Architectures, Web Development, Test Driven Development, Change Management, Cross-functional Team..., Project Management, Strategic Leadership, Strategic Planning, Technical Leadership, Thought Leadership, Java Enterprise Edition
Education
Universitetet i Bergen 1994 — 1998
B.S., Information Science
University of Missouri-Saint Louis 1997 — 1998
B.S., Management Information Systems
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
Joseph Gunnar & Co, LLC September 2013 - January 2015
Skills
Portfolio Management, Securities, Wealth Management, Financial Analysis, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Financial Markets, Hedge Funds, Customer Service, Public Speaking, Microsoft Excel
Education
Pace University - Lubin School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
International Fund Services (NA) LLC, A State Street Company April 2015 - Present
Weintraub Films March 2013 - May 2015
Larsen Home Improvement April 2011 - February 2015
Larsen Home Improvement April 2009 - April 2011
Larsen Home Improvement April 2007 - April 2009
BNY Mellon March 2006 - April 2007
Target 2003 - 2005
Target January 2000 - 2003
Madison Square Garden September 2001 - April 2002
Skills
Sales, Financial Analysis, Management, Customer Service, Microsoft Excel, Microsoft Word, Budgets, Film Production, Screenwriting, Film Festivals, PowerPoint, Statistics, Securities, Account Management, Microsoft Office, Finance, Analysis, Dedication to..., Time Management, Client Interfacing..., Business Innovation, Bloomberg, Accounting, Social Networking, Social Media, Script Coverage, Mac OS, Priority Management, Team Leadership, Marketing, Research, Retail, Advertising, Investment Management, Financial Reporting, Strategic Planning, Equities, Fixed Income
Education
LIU Post 1999 — 2005
Bachelor of Science (BS), Business Administration and Management
Wantagh High School 1995 — 1999
Regents Diploma
Morgan Stanley January 2014 - Present
International Fund Services (NA) LLC, A State Street Company July 2011 - January 2014
Kraft Foods Group March 2011 - July 2011
The Late Show with David Letterman August 2009 - December 2009
New York Post June 2009 - August 2009
AQR Capital Management June 2007 - August 2007
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor of Science (B.S.), Finance
Royal Caribbean Cruises, Ltd. June 2014 - August 2014
International Fund Services (NA) LLC, A State Street Company June 2011 - March 2013
Brisk Beverage Ltd. July 2010 - September 2010
MAKO Surgical Corp. June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Accounts Payable, Auditing, Alternative Investments, Microsoft Excel, Hedge Funds, Time Management, PowerPoint, Financial Reporting, Teamwork, Leadership, People Skills, Customer Service, Business Strategy, Account Management, Valuation, Data Analysis, Market Research, Project Management, Social Media, Team-oriented, Public Speaking, Online Marketing, Passion for Helping..., Problem Solving, Microsoft Word, Microsoft Office
Education
University of Miami 2013 — 2015
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelors of Science
Markit March 2015 - Present
International Fund Services (NA) LLC, A State Street Company August 2013 - March 2015
International Fund Services (NA) LLC, A State Street Company March 2011 - August 2013
BNY Mellon August 2010 - March 2011
Merrill Lynch December 2009 - June 2010
Skills
Markit EDM, Fixed Income, Equities, Bloomberg Terminal, Hedge Funds, SQL, Financial Analysis, Investments, Finance, Mutual Funds, Securities, Derivatives, Alternative Investments, Bonds, Swaps, Options, Futures, Microsoft Excel, Vlookup, Macro, TestTrack, SWIFT messaging, Factoring, MBS, Testing, UAT coordination, Data Reconciliation, Middle Office, Bloomberg, security master, UAT, Data Analysis, Data Management, Microsoft SQL Server
Education
Fairfield University 2006 — 2010
Bachelors of Science, Finance
Fairfield University 2006 — 2010
Bachelor of Science (BS), Management
Australia Catholic UniversityBrisbane 2008 — 2009
Saint Joseph's Preparatory School 2002 — 2006
Traiana 2015 - Present
AIG 2014 - 2015
The Citco Group of Companies 2010 - 2014
Alma Scuola Cucina 2009 - 2010
Goldman Sachs 2008 - 2009
International Fund Services (NA) LLC, A State Street Company 2005 - 2008
Education
Fairfield University
Bachelor of Science (BS), Accounting and Finance
International Culinary Center
Italian Studies
Mizuho Bank September 2014 - Present
International Fund Services (NA) LLC, A State Street Company January 2014 - September 2014
SEI INVESTMENTS October 2013 - December 2013
University of Hartford September 2009 - May 2013
Microsoft October 2012 - January 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Outlook, Event Planning, Research, Student Affairs, Administrative..., Customer Service, Filing, Time Management, Sales, Data Analysis, Critical Thinking, Access, Teamwork, Social Networking, Accounting, Facebook, Public Speaking, Leadership, Analysis, Marketing, Account Reconciliation, Retail, Statistics, Windows, Financial Analysis, Banking, Resume Writing, Matlab, Tutoring, Administration, Analytical Skills, Investments, Finance, Managerial Finance, Economics, C, Management, Team Building, Project Management, Problem Solving, Process Improvement, Social Media, Training
Education
University of Hartford 2009 — 2013
BAchelors Degree in Business Administration, Economics and Finance
University of Hartford 2009 — 2013
Bachelor of Science (B.S.), Economics and Finance
HedgeServ 2013 - Present
CMH Garrison, LLC 2009 - 2012
Praetorian Securities, LLC 2005 - 2008
Third Point LLC 2005 - 2007
International Fund Services (NA) LLC, A State Street Company 2004 - 2005
New York State Senate 1999 - 2002
Education
Columbia University - School of International and Public Affairs
Master's Degree, Public Policy Analysis
Queens College
Bachelor's Degree, Political Science and Government
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
American University, Office of Development September 2013 - December 2013
Kid Power Inc. June 2011 - August 2013
StrengthsInsight January 2013 - May 2013
bon appetit management company October 2010 - May 2013
Skills
Customer Service, Photoshop, Microsoft Office, Administrative Support, Social Media Marketing, Marketing, PowerPoint, Time Management, Public Speaking, Leadership, Research, Teamwork, Event Management, Outlook, Facebook, Public Relations, Blogging
Education
American University - Kogod School of Business 2010 — 2013
BS, Business Language and Culture- German
WHU – Otto Beisheim School of Management 2012 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Whitney High School 2006 — 2010
Prudential Fixed Income June 2014 - Present
C&A Sportswear LLC January 2008 - Present
International Fund Services (NA) LLC, A State Street Company July 2013 - June 2014
BMW of North America, LLC May 2012 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Access, QuickBooks, Windows, Finance, Bloomberg Terminal, Bonds, Middle Office, Fixed Income, Reuters, Pricing Analysis, Securities, Options, Derivatives, Leadership, Bloomberg
Education
University of Phoenix
Master of Business Administration (M.B.A.), Finance, General
Montclair State University 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration c/o Finance
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
Jefferies LLC May 2014 - August 2014
ICAP April 2014 - April 2014
Brown Brothers Harriman January 2014 - March 2014
Merrill Lynch September 2013 - November 2013
Nova Southeastern University September 2012 - April 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Strategic Planning, Corporate Finance, Budgets, Financial Reporting, Customer Service, Business Strategy, Investments, Risk Management, Banking, Forecasting, Finance, Credit, Portfolio Management, Accounts Payable, Research
Education
Nova Southeastern University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
International Fund Services (NA) LLC, A State Street Company July 2015 - Present
International Fund Services (NA) LLC, A State Street Company May 2013 - July 2015
International Fund Services (NA) LLC, A State Street Company May 2012 - May 2013
International Fund Services (NA) LLC, A State Street Company June 2011 - May 2012
International Fund Services (NA) LLC, A State Street Company January 2011 - June 2011
Wells Fargo Financial June 2010 - September 2010
Education
Providence College 2006 — 2010
BS, Management
Deutsche Bank July 2015 - Present
International Fund Services (NA) LLC, A State Street Company March 2014 - July 2015
Deloitte February 2013 - March 2014
UBS June 2012 - August 2012
Czar Metrics February 2012 - May 2012
Compass Labs September 2011 - January 2012
Harlem Village Academies June 2011 - August 2011
Harker Research September 2010 - May 2011
Morehead Planetarium and Science Center May 2008 - August 2010
UNC-CH Physics and Astronomy Department January 2010 - May 2010
Skills
Data Analysis, VBA, Microsoft Excel, Valuation Modeling, Interest Rate..., Financial Modeling, Fincad, Microsoft Office, Leadership, Research, Analysis, Matlab, C++, Public Speaking, R, Stata, Bloomberg Terminal, Tableau, Pivot Tables, Consulting, Management, Business Analysis, Project Management
Education
New York University 2011 — 2012
M.S., Financial Engineering, 3.98
University of North Carolina at Chapel Hill 2006 — 2010
B.S, Physics and Astronomy w/ minor in Mathematics
Guilford College 2004 — 2006
n/a, Attended during high school
International Fund Services (NA) LLC, A State Street Company June 2012 - Present
Sables Smoked Fish Inc May 2011 - June 2012
USTA August 2005 - September 2011
Jim Waters Corp January 2011 - May 2011
Bureau of Economic Research November 2010 - December 2010
HSBC Broking Services Asia Limited June 2010 - July 2010
Skills
Word, Excel, Inventory Management, Research, Analysis, PowerPoint, Supervisory Experience, Data Analysis, Employee Relations, Event Management, Human Resources, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Recruiting, Software Documentation, Time Management, Training
Education
Marist College 2007 — 2011
B.S., Business Administration, Concentration: Human Resources
Paul Schreiber High School 2003 — 2007
International Fund Services (NA) LLC, A State Street Company September 2014 - Present
International Fund Services (NA) LLC, A State Street Company January 2012 - August 2014
Brown Brothers Harriman July 2011 - December 2011
Skills
PowerPoint, Financial Analysis, Hedge Funds, Bloomberg, Microsoft Excel, Securities, Financial Services, Analysis, Derivatives, Microsoft Office, Valuation, Data Analysis, Client Relations Skills, Time Management, Manage Client..., Collateral Management, Mutual Funds, Portfolio Management
Education
James Madison University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
International Fund Services (NA) LLC, A State Street Company January 2007 - Present
Viteos August 2006 - January 2007
Skills
Hedge Funds, NAV, Financial Analysis, Bloomberg, Fund Accounting, Equities, Derivatives, Fixed Income, Accounting, Account Reconciliation
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2006
Bachelor's of Science, Finance, General
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
GAIN Capital July 2011 - November 2014
Mutual of Omaha May 2010 - May 2011
Skills
Management, Customer Satisfaction, Analysis, Customer Service, Strategy, Sales, Salesforce.com, Leadership, Marketing, Microsoft Office, PowerPoint, Accounting, Microsoft Excel, Financial Analysis, Microsoft Word, Networking
Education
Philadelphia University 2010 — 2011
Master of Business Administration (MBA), Finance
Philadelphia University 2006 — 2010
Bachelor's degree, Finance, General
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
BNY Mellon March 2014 - January 2015
BNY Mellon February 2013 - March 2014
JPMorgan Chase December 2011 - January 2013
Merrill Lynch May 2011 - October 2011
Skills
MS Excel, MS Office, Series 7, Management, Data Analysis, Analysis, Microsoft Office, Microsoft Excel
Education
Drexel University 2006 — 2010
Bachelor of Science, Business Administration; Finance
Garrison Investment Group May 2014 - Present
International Fund Services (NA) LLC, A State Street Company October 2013 - May 2014
International Fund Services (NA) LLC, A State Street Company August 2012 - September 2013
Fitch Ratings May 2011 - September 2011
UBS September 2010 - January 2011
Wayside Technology Group May 2007 - August 2010
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Finance
Christian Brothers Academy
International Fund Services (NA) LLC, A State Street Company April 2014 - Present
JPMorgan Chase November 2012 - April 2014
Credit Suisse June 2010 - December 2012
ICAP April 2007 - May 2010
Merrill Lynch April 2006 - January 2007
Insurance Services Organization January 2005 - March 2006
Tektronix Engineering Development India September 2004 - December 2004
OnMobile Asia Pacific Pvt. Ltd June 2002 - September 2004
Skills
Core Java, Swing, UML, User Interface Design, Object Oriented Design, System Design, Web Services, Agile Methodologies, Design Patterns, Software Design, Requirements Analysis, Weblogic, Java Enterprise Edition, Fixed Income, XML, SOA, Spring, Electronic Trading, Derivatives, Hibernate, Unix, Sybase
Education
Bangalore University 1997 — 2001
BE, Information technology
National Public School 1985 — 1997
International Fund Services (NA) LLC, A State Street Company March 2015 - Present
International Fund Services (NA) LLC, A State Street Company October 2013 - Present
State Street Alternative Investment Solutions September 2012 - October 2013
Thomson Reuters June 2012 - September 2012
Topwater Capital Partners LLC January 2012 - June 2012
Aladdin Capital May 2011 - August 2011
Skills
Financial Modeling, Fixed Income, Hedge Funds, Salesforce.com, Private Equity, PowerPoint, Microsoft Excel, Financial Analysis, Equities, Valuation, Financial Services, Securities, Asset Management, Economics, Alternative Investments, Finance, Financial Markets, Bloomberg
Education
Sacred Heart University 2008 — 2012
Bachelor of Science, Economics/Finance
EY February 2014 - Present
Northern Trust April 2007 - November 2013
State Street Global Advisors April 2006 - April 2007
International Fund Services (NA) LLC, A State Street Company September 2004 - March 2006
Skills
Valuation, Financial Services, Mutual Funds, Financial Reporting, Microsoft Office, Middle Office, Fund Accounting, Corporate Actions, Project Management, Team Leadership, Business Analysis, Relationship Management, Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Securities, Fund Administration, Due Diligence, People Skills, Efficiency, Transfer Agency, Custodians, Client Relations Skills, Superior Client Service, Close Attention to..., Creative Problem Solving, Investments
Education
The Institute of Banking 2008 — 2009
Professional Diploma in Investment Fund Services
The Institute of Banking (Dublin) 2007 — 2008
Professional Certificate in Investment Fund Services
Dublin Business School 2002 — 2003
BA (Hons) in Business
University College Dublin 1999 — 2002
Bachelor of Commerce (B.Com.)
International Fund Services (NA) LLC, A State Street Company April 2014 - Present
Eagle Trading Systems August 2013 - April 2014
International Fund Services (NA) LLC, A State Street Company May 2013 - August 2013
International Fund Services (NA) LLC, A State Street Company July 2011 - May 2013
State Street June 2010 - July 2011
State Street January 2008 - June 2010
State Street October 2004 - January 2008
Skills
Fund Accounting, Bloomberg, Mutual Funds, Hedge Funds, Fixed Income, Fund Administration, Equities, Swaps, Alternative Investments, Corporate Actions, Derivatives, Bloomberg Terminal, Options, Account Reconciliation, Bonds, Securities, Funding
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Economics, Psychology, Mathematics
Eastern Regional
Eastern Regional
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management June 2014 - December 2014
International Fund Services (NA) LLC, A State Street Company June 2013 - August 2013
Skills
Risk Management, Microsoft Office, Investments, Customer Service, Bloomberg, Microsoft Excel, Microsoft Word, Series 63, Hedge Funds, PowerPoint
Education
Colgate University 2010 — 2014
The Taft School 2009 — 2010
Post Graduate
Duxbury High School 2005 — 2009
Bulger Partners April 2013 - Present
International Fund Services (NA) LLC, A State Street Company January 2012 - April 2013
International Fund Services (Ireland) Ltd, A State Street Company September 2010 - January 2012
International Fund Services (Ireland) Ltd, A State Street Company November 2007 - September 2010
Skills
Fund Accounting, Hedge Funds, Fund Administration, Bloomberg, Financial Reporting, Mutual Funds, Corporate Actions, Derivatives, Fixed Income, Securities, Alternative Investments, Bloomberg Terminal, Financial Services, Fund Of Funds, NAV, Finance, Investments
Education
Salve Regina University 2003 — 2007
Bachelor of Arts, Business Management
Ice Farm Advisors, LP March 2014 - Present
Varna Capital Management LLC September 2010 - March 2014
Pelagic Capital Advisors April 2007 - August 2010
XE Capital Management July 2004 - April 2007
International Fund Services (NA) LLC, A State Street Company February 2001 - July 2004
JH Whitney Investment Management January 2000 - February 2001
Dempsey, Myers & Company October 1997 - January 2000
Skills
Finance, Mutual Funds, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Equities, Asset Management, Capital Markets, Valuation, Financial Modeling, Fixed Income, Bloomberg, Derivatives, Investments
Education
Fairfield University 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
International Fund Services (NA) LLC, A State Street Company June 2015 - Present
Datacolor December 2011 - April 2015
Clarion Partners June 2011 - December 2011
Morgan Stanley Investment Management January 2005 - May 2011
Large Animal Games September 2004 - January 2005
Skills
XML, C#, .NET, SQL, Microsoft SQL Server, Java, Linux, JavaScript, CSS, Web Services, ASP.NET, Software Development, Perl, C++, HTML, Quality Assurance, Programming, Databases, SharePoint, Objective-C, MySQL
Education
Rutgers University-New Brunswick 2002 — 2004
Bachelor's of Science, Computer Science
Mercer County Community College 2000 — 2002
N/A, Computer Science
International Fund Services (NA) LLC, A State Street Company September 2015 - Present
International Fund Services (NA) LLC, A State Street Company September 2014 - September 2015
Mariner Holdings May 2013 - March 2014
Scout Investments October 2010 - April 2013
UMB Bank May 2009 - October 2010
UMB Bank January 2008 - May 2009
Skills
Bloomberg, Securities, Excel, PowerPoint, Management, Finance, Financial Modeling, Equities, Mutual Funds, Trading, Alternative Investments
Education
University of Hawaii at Hilo 2004 — 2007
Bachelor of Arts (B.A.), Mathematics and Economics
PineBridge Investments February 2014 - Present
PineBridge Investments December 2010 - February 2014
PineBridge Investments January 2009 - December 2010
AIG Investments January 2006 - January 2009
International Fund Services (NA) LLC, A State Street Company October 2003 - December 2005
Skills
Investment Strategies, Portfolio Management, Risk Management, Quantitative Analytics, Asset Allocation, Pensions, Fixed Income, Derivatives, Bloomberg
Education
Cornell University 2002 — 2003
Master, Financial Engineering
The University of Auckland 2001 — 2002
Master, Operations Research
The University of Auckland 1997 — 2000
Bachelor, Mathematics
International Fund Services (NA) LLC, A State Street Company March 2001 - Present
Macquarie Group September 1999 - May 2000
Citibank, N.A. - Ireland July 1997 - July 1999
Skills
Hedge Funds, Change Management, Fixed Income, Equities, Derivatives, Fund Accounting, Investor Relations, Outsourcing, Account Reconciliation
Education
Saint Leo University 1992 — 1996
Bachelor's degree, Business Administration and Accounting
H/2 Capital Partners July 2015 - Present
Taconic Capital Advisors 2005 - July 2015
International Fund Services (NA) LLC, A State Street Company 2005 - 2005
Lava Trading 2004 - 2005
SHI International Corp. January 1997 - August 2004
AT&T October 1995 - December 1996
Skills
Equities, Hedge Funds, Derivatives, Fixed Income, Capital Markets, Asset Management, Investment Banking, Portfolio Management, Bloomberg, Trading Systems
Education
Columbia University in the City of New York
MA
Syracuse University
MS
Tsinghua University
BA
International Fund Services (NA) LLC, A State Street Company October 2013 - Present
Caxton Associates, LLC September 2004 - Present
Merrill Lynch 1993 - 2003
State Street Bank & Trust 1993 - 2003
Merrill Lynch Investment Managers 1988 - 2003
Skills
Fixed Income, Derivatives, Middle Office, Bloomberg, Equities, Financial Services, Account Reconciliation, Fund Accounting, Hedge Funds, Operations Management, Securities, Auditing, Mutual Funds, Back Office, Accounting
Education
Shippensburg University of Pennsylvania 1983 — 1987
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
International Fund Services, A State Street Company February 2013 - Present
International Fund Services - A State Street Company May 2010 - February 2013
International Fund Services, A State Street Company May 2006 - May 2010
Pequot Capital May 2005 - May 2006
GE Capital May 2004 - May 2005
Skills
Fixed Income, Interest Rate Swaps, FX, FX Options, Derivatives, Hedge Funds, Operations, Bloomberg Terminal, Reuters, Super Derivatives, Markitwire, OTC, Fund Administration, Swaps, Settlement, Bonds, Bloomberg, Options, Prime Brokerage, Interest Rate..., Foreign Exchange, Account Reconciliation, MBS
Education
Fairfield University 2002 — 2006
Bachelor, Finance
Kolbe Cathedral High School 1998 — 2002
International Fund Services (NA) LLC, A State Street Company February 2015 - Present
International Fund Services (Ireland) Ltd, A State Street Company April 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company March 2010 - April 2011
International Fund Services (Ireland) Ltd, A State Street Company January 2008 - February 2010
International Fund Services (Ireland) Ltd, A State Street Company August 2005 - December 2008
Skills
Process Improvement, Management, Middle Office, Business Analysis, Fixed Income, Equities, Change Management, Business Strategy, Strategic Planning, Bloomberg, SWIFT messaging, Hedge Funds, Market Data, Derivatives, FX Options, Options, Securities
Education
The Citadel
Bachelor of Science (B.S.), Business Administration
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
Assured Guaranty April 2012 - October 2014
International Fund Services Ltd, A State Street Company September 2009 - April 2012
Bloomberg June 2007 - September 2009
New York State Insurance Department May 2004 - January 2005
Skills
Bloomberg, Derivatives, Valuation, Interest Rate Swaps, Foreign Languages
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Master, Quantitative finance
New Jersey Institute of Technology 2002 — 2006
Bachelor, Mathematics of Finance/Actuarial Science
Citco Fund Services June 2014 - Present
International Fund Services (NA) LLC, A State Street Company December 2008 - January 2013
PricewaterhouseCoopers December 2007 - November 2008
Deloitte Tax LLC July 2007 - December 2007
International Fund Services (NA) LLC, A State Street Company 2005 - 2007
Skills
Accounting, Partnership Taxation, Income Tax, Tax Accounting, Corporate Tax, GAAP, Tax, Tax Returns, Financial Reporting, CPA, Tax Advisory, International Tax, Tax Research, Auditing, US GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2015
Master of Science (M.S.), Taxation
Pace University - Lubin School of Business 2003 — 2005
M.S, Accounting
State University of New York at Stony Brook 2000 — 2003
M.A, Music
Seoul National University 1996 — 2000
B.A, Music
Private Law Firm September 2014 - Present
International Fund Services (NA) LLC, A State Street Company October 2012 - August 2014
Goldman Sachs January 2010 - October 2012
Goldman Sachs November 2007 - January 2010
PwC August 2005 - November 2007
Skills
CPA, Microsoft Excel, Microsoft Word, Advent Geneva, Advent Partner, Outlook, Hedge Funds, Equities, Investments, Securities, Alternative Investments, Bloomberg, Due Diligence, Trading Systems, Fixed Income, Corporate Finance, Financial Analysis, Private Equity, Derivatives
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2005
Master of Business Administration (M.B.A.), Professional Accounting
University of Notre Dame 2000 — 2004
Bachelor of Science (B.S.), Mathematics
International Fund Services (NA) LLC, A State Street Company May 2015 - Present
State Street 2005 - Present
International Fund Services (NA) LLC, A State Street Company May 2014 - May 2015
International Fund Services(Ireland) January 2008 - May 2014
International Fund Services 2000 - 2014
International Fund Services (Ireland) Ltd, A State Street Company 2000 - 2014
International Fund Services (IFS) Ireland March 2006 - September 2008
Skills
Capital Markets, Hedge Funds, Fund Accounting, Derivatives, Fund Administration, Fund Of Funds, Accounting, Equities, Alternative Investments, Fixed Income, Bloomberg, Back Office, Corporate Actions, Mutual Funds, Middle Office
Education
Dublin Business School 2001 — 2003
Certificate and Diploma in Mutual Funds, Mutual Funds
University Of Ulster Magee 1987 — 1991
BA (Hons), Hotel and Tourism Management
REDI Global Technologies December 2014 - Present
Intent Media Inc. August 2013 - November 2014
Intent Media Inc. December 2011 - August 2013
International Fund Services (NA) LLC, A State Street Company September 2002 - December 2011
Prudential Financial 1993 - 2001
Skills
Software Quality..., Agile Methodologies, Testing, Quality Assurance, Integration Testing, Test Automation, SilkTest, Unix, Big Data, Financial Services, Regression Testing, Cucumber, Functional Testing, Statistical Modeling, Hadoop, Pig, Financial Products, Online Advertising, Test Driven Development, SQL, Team Leadership, SDLC, Agile Project Management, Java, Scrum
Education
Columbia University in the City of New York 2000 — 2002
Certificate, Java & C++ Programming
University of Notre Dame
Bachelors, Accounting
International Fund Services (NA) LLC, A State Street Company 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company October 2007 - 2014
CGI-AMS 2005 - 2007
Chroma Technology Corp 2002 - 2004
Skills
Lightroom, Photography, Adobe Creative Suite, ETL Tools, Microsoft Office, Pervasive, Unix Shell Scripting, Microsoft Excel, HTML, Photoshop, Databases, CSS, SQL, Java, Software Development, XML, Linux, JavaScript, Management, ETL, Full SDLC, ETL Testing, Lead Development
Education
Rensselaer Polytechnic Institute 2001 — 2005
BS, Information Technology
International Fund Services (NA) LLC, A State Street Company November 2012 - Present
HSBC Securities March 2008 - September 2012
Loeb Partners March 2005 - February 2008
Dreyfus August 2001 - February 2005
Nichimen America Inc. July 2000 - August 2001
Skills
Accounting, Reconciliations, Securities, Equities, Options, Futures, ABS, MBS, Fixed Income, Credit Derivatives, Hedge Fund of Funds, Hedge Funds, Master Feeder Fund..., Series Accounting, Partnership Accounting, Fund Administration, Account Reconciliation, Fund Accounting, Corporate Actions, Middle Office, Bloomberg, Bloomberg Terminal, Fixed Income
Education
City University of New York-Hunter College
2000, Bachelor of Science, Accounting
International Fund Services (NA) LLC, A State Street Company March 2012 - Present
International Fund Services (NA) LLC, A State Street Company October 2010 - February 2012
International Fund Services (NA) LLC, A State Street Company September 2009 - September 2010
International Fund Services (NA) LLC, A State Street Company April 2005 - August 2009
International Fund Services (NA) LLC, A State Street Company August 2003 - March 2005
Skills
Business Analysis, Process Improvement, Requirements Analysis, Project Management, Derivatives, Microsoft Excel, Operations Management, Equities, Project Planning, Data Analysis, Trade Operations, Fixed Income, Options, FX Options, Futures, Interest Rate Swaps, Credit Derivatives, Business Development, Markitwire, Derivative Operations, Fund Administration
Education
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Finance, General
International Fund Services (NA) LLC, A State Street Company May 2014 - Present
U.S. Bancorp Fund Services, LLC (Formerly Alternative Investment Solutions, LLC) August 2007 - December 2013
International Fund Services (NA) LLC, A State Street Company May 2000 - August 2007
EisnerLubin December 1997 - May 2000
Skills
Financial Analysis, Due Diligence, Internal Controls, Corporate Finance, Tax, Internal Audit, Banking, Investment Banking, Strategic Planning, Business Analysis, Financial Services, Microsoft Excel, Capital Markets, Project Finance, Customer Service, Equities, Fixed Income, Management, Bloomberg
Education
City University of New York-Queens College 1993 — 1997
Bachelor of Arts (B.A.), Accounting and Information Systems
Morgan Stanley March 2015 - Present
International Fund Services (NA) LLC, A State Street Company April 2013 - March 2015
Wells Fargo February 2012 - January 2013
Education
Rutgers University-New Brunswick 2006 — 2010
International Fund Services (NA) LLC, A State Street Company April 2013 - Present
State Street September 2007 - March 2013
Skills
Fund Administration, Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Securities, Equities, Bloomberg Terminal, Derivatives, Corporate Actions, Fund Of Funds, Hedge Funds, Global Custody, Alternative Investments, Account Reconciliation, ETFs
Education
University of Massachusetts Boston 2005 — 2008
Bachelor Degree in Management, Accounting, 3.6
International Fund Services (NA) LLC, A State Street Company November 2013 - Present
Newbury Partners November 2010 - November 2013
International Fund Services (NA) LLC, A State Street Company January 2006 - November 2010
Skills
Private Equity, Alternative Investments, Asset Managment, Financial Modeling, Valuation, Asset Management, Bloomberg, Investment Banking, Equities, Investments, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Due Diligence, Financial Analysis, Capital Markets, Options, Fund Accounting, Middle Office, Trading Systems, Settlement
Education
Pace University 2000 — 2004
BBA, Finance
Brevan Howard October 2014 - Present
Arden Asset Management July 2012 - September 2014
International Fund Services (NA) LLC, A State Street Company December 2009 - July 2012
Skills
Alternative Investments, Hedge Funds, Asset Managment, Financial Reporting, Fund Of Funds, Financial Services, Due Diligence, Investor Relations, AML, Asset Allocation, Investment Advisory, Economics, Global Macro, UCITS, Institutional..., Operational Due...
Education
Rutgers University-New Brunswick
Bachelor of Arts, Economics
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
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
Brown Brothers Harriman May 2011 - December 2014
Morgan Stanley Smith Barney February 2010 - December 2010
Bleakley, Schwarts, Cooney & Finney, LLC May 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Exchange, Mac OS, Lotus Notes, Critical Thinking, Bank Reconciliation, Customer Service, Superior Client Service, Vlookup, MS Excel Pivot Tables, Social Media
Education
Boston College 2005 — 2009
BA, Economics
State Street September 2015 - Present
International Fund Services (NA) LLC, A State Street Company March 2013 - Present
JPMorgan Chase June 2008 - March 2013
BNY Mellon June 2006 - June 2008
Skills
Due Diligence, Anti Money Laundering, Bank Secrecy Act, OFAC, USA PATRIOT Act, SAR, Microsoft Excel, VBA, KYC, AML
Education
Seton Hall University 2003 — 2006
BS, Criminal Justice and Corrections
Ernst & Young October 2011 - Present
International Fund Services (Ireland) Ltd, A State Street Company November 2009 - October 2011
International Fund Services (NA) LLC, A State Street Company March 2007 - October 2009
Investors Bank & Trust October 2005 - April 2007
Skills
Financial Analysis, Excel, Tax, Process Improvement, Accounting, Account Reconciliation, Analysis, Project Management, Equities, Mutual Funds, Financial Services, Asset Managment, Securities, Hedge Funds, Fund Accounting, Investments, Alternative Investments, Fixed Income, Derivatives, Finance, Options, Swaps, Fund Of Funds, Tax Accounting, Tax Preparation, CPA, Valuation, Partnership Taxation, Income Tax, Big 4, Tax Research, Bonds
Education
Bentley University 2010 — 2012
MSA, Accountancy, 3.71 GPA
University of Massachusetts, Amherst 2000 — 2004
Bachelors Degree, Business Administration
International Fund Services (NA) LLC, A State Street Company February 2014 - Present
GoldenTree Asset Management December 2012 - January 2014
International Fund Services Ltd. June 2008 - February 2013
SunGard VPM May 2007 - June 2008
Skills
Hedge Funds, Business Analysis, SQL, Application Support, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Fund Accounting, Microsoft SQL Server, Back Office, XML, Sybase, Databases, Production Support, Analysis, Software Documentation, ETL, Requirements Analysis, Accounting, Testing, Unix, Autosys, User Acceptance Testing, Information Technology
Education
Dowling College 2005 — 2007
BBA, Finance
BMO Harris Bank June 2015 - Present
International Fund Services (NA) LLC, A State Street Company August 2013 - April 2014
State Street Bank June 2011 - July 2013
State Street Bank February 2008 - May 2011
State Street Bank October 2006 - January 2008
TD Canada Trust April 2006 - July 2006
Philippine National Bank July 2003 - January 2006
Skills
Financial Analysis, Portfolio Management, Banking, Trading, Finance, SWIFT payments, Time Management, Client Liaison, Microsoft Excel, FX Options, Settlement, Trade Settlements, Trade Processing, Economic Data Analysis, Vlookup, PowerPoint, Financial Services, Mutual Funds, Accounting, Investments, Segregated Funds, Client Services, Portfolio Administration
Education
De La Salle University 1987 — 1990
Bachelor of Science
Deutsche Bank March 2015 - Present
Credit Suisse January 2015 - March 2015
John Hancock Financial Services June 2014 - October 2014
Commonwealth Bank December 2010 - March 2014
Numerix May 2008 - November 2010
International Fund Services (NA) LLC, A State Street Company September 2007 - October 2007
Imagine Software June 2005 - June 2007
United States Marine Corps May 1999 - May 2005
Morgan Stanley Private Wealth Management November 2004 - April 2005
Skills
Stocks, SPSS, Penmanship, Teaching, ServSafe, Bonds, Swaps, Capital Markets, Derivatives, Fixed Income, Risk Management, Equity Derivatives, Investments, Options, Financial Markets, Financial Modeling, Trading, Equities, Portfolio Management
Education
Saint Thomas Aquinas College 1998 — 2004
Bachelor of Science (B.S.), Finance, General
Pace University 2003 — 2003
Mathematics
International Fund Services (NA) LLC, A State Street Company June 2012 - Present
Bloomberg March 2011 - March 2012
Quinnipiac University Polling Institute September 2009 - May 2010
WQAQ, Quinnipiac University Radio Station January 2009 - May 2010
Skills
Budgets, Management, Fixed Income, Research, Bloomberg, Bloomberg Terminal, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Data Reconciliation, Collateral Systems, Collateral Management
Education
Quinnipiac University 2006 — 2010
Bachelor of Science (BS), Economics
International Fund Services (NA) LLC, A State Street Company April 2011 - Present
Bertucci's August 2006 - June 2011
Raytheon IDS June 2008 - September 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Teamwork, Financial Reporting, Investments
Education
Boston University 2005 — 2009
BA, Economics
Bishop Guertin High School 2001 — 2005
CPP Investment Board September 2015 - Present
CPP Investment Board June 2013 - September 2015
Capital Markets Risk Management - TD Bank Group June 2010 - June 2013
International Fund Services (NA) LLC, A State Street Company October 2009 - June 2010
Citco Fund Services February 2008 - October 2009
Skills
Risk Management, Market Risk, Alternative Investments, VAR, Credit Derivatives, Bloomberg Terminal, Structured Finance, Stress Testing, Equity Derivatives, Quantitative Finance, Financial Markets
Education
University of Toronto 2004 — 2007
Honors Bachelor of Arts, Economics Specialist
Mount Allison University 2002 — 2004
Non-degree, Economics and Computer Science
International Fund Services (NA) LLC, A State Street Company September 2014 - Present
International Fund Services, A State Street Company May 2011 - August 2014
International Fund Services (Ireland) Ltd, A State Street Company October 2010 - May 2011
IFS, A State Street Company May 2008 - September 2010
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Reconciliations, Fixed Income
Education
McMaster University
Honour Bachelor of Commerce
International Fund Services (NA) LLC, A State Street Company April 2015 - Present
New Holland Capital March 2008 - July 2014
Citco Fund Services May 2003 - March 2008
David J. Greene & Co. May 2001 - July 2003
Skills
Hedge Funds, Account Reconciliation, Derivatives, Fixed Income, Equities, Asset Management, Fund Accounting, Financial Modeling, Valuation, Fund Of Funds, Bloomberg, Private Equity
Education
City University of New York-Hunter College 1999 — 2003
Bachelor of Science (B.S.), Accounting and Economics
Georgia Power Company August 2011 - Present
Southern Power Company June 2007 - August 2011
International Fund Services (NA) LLC, A State Street Company April 2002 - July 2005
Country Road 2000 - 2001
Skills
Accounting, Internal Controls, Financial Accounting, Analysis, Account Reconciliation, Financial Reporting, Sarbanes-Oxley Act, Access, Budgets, General Ledger, Auditing, Forecasting, GAAP, Financial Analysis, Accounts Payable, Variance Analysis, Tax, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
Bachelor of Business Administration (BBA), Accounting
City University of New York-Baruch College 1998 — 2001
Bachelor of Business Administration (BBA), Accounting and Finance
International Fund Services (NA) LLC, A State Street Company November 2013 - Present
Becker Realty Services, Inc. September 2009 - November 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Strategic Planning, Windows, Microsoft Office, Negotiation, English, Accounting, Public Speaking, Research, Budgets, New Business Development, Financial Reporting, Real Estate, Risk Management, Marketing, Team Building, Business Analysis, Advertising, Coaching, Event Management, Real Estate Economics, Sales Management, Management, Account Management, Social Media, Real Estate Transactions, Retail, Contract Negotiation, Public Relations, Foreclosures, Marketing Strategy, Salesforce.com, Entrepreneurship, Leadership Development, Training, Inventory Management, Social Media Marketing, Social Networking, Event Planning, Online Advertising, Sales, Investments, Facebook, Business Development
Education
Queens College 2010 — 2012
Bachelor of Arts (BA), Economics
International Fund Services (NA) LLC, A State Street Company October 2013 - Present
Eaton Vance July 2011 - October 2013
State Street November 2010 - July 2011
State Street August 2009 - October 2010
Skills
Fund Administration, Equities, Mutual Funds, NAV, Bloomberg, Fixed Income
Education
Boston University Questrom School of Business 2005 — 2009
Business Administration, Finance, Entrepreneurship
International Fund Services (NA) LLC, A State Street Company June 2015 - Present
The Bank of New York Mellon June 2010 - June 2015
The Bank of New York Mellon June 2009 - August 2009
The Bank of New York Mellon May 2008 - August 2008
Skills
Account Reconciliation, Accounting, Accruals, Alternative Investments, Asset Management, Banking, Bloomberg, Corporate Actions, Derivatives, Equities, Financial Analysis, Financial Reporting, Financial Services, Financial Statements, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Mutual Funds, Portfolio Management, Real Estate, Sales, Securities
Education
Rider University 2006 — 2010
BS, Finance
International Fund Services (NA) LLC, A State Street Company November 2013 - Present
BNY Mellon May 2009 - Present
CACEIS (USA) April 2003 - May 2009
Citi September 1998 - April 2003
Dean Witter Reynolds Inc. January 1996 - September 1998
Skills
Fund Administration, Hedge Funds, Fund Of Funds, Mutual Funds, CDS, Accounting, Fund Accounting, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Derivatives
Education
City University of New York-Hunter College
BS, Accounting
International Fund Services (NA) LLC, A State Street Company August 2015 - Present
HedgeServ November 2013 - June 2015
Citco Fund Services (USA) Inc June 2013 - November 2013
Glenview Capital Management April 2008 - December 2012
International Fund Services (Ireland) Ltd, A State Street Company December 2002 - April 2008
Fidelity Investments July 1999 - December 2002
Skills
Hedge Funds, Fund Administration, Investor Relations, Alternative Investments, Equities, Private Equity, Fixed Income, Asset Management, Financial Services, Investments
Education
Roger Williams University 1994 — 1998
BA, Corp Communications
International Fund Services (NA) LLC, A State Street Company September 2014 - Present
Citco Fund Services June 2013 - September 2014
Citco Fund Services January 2012 - June 2013
Citco Fund Services July 2010 - December 2011
BNY Mellon (Formerly PNC Global Investment Servicing) August 2008 - June 2010
Skills
Investor Relations, Hedge Funds, Financial Services, Microsoft Excel, Accounting, Fund Administration, Mutual Funds, Alternative Investments, Bloomberg, Fund Of Funds, Investments, Fund Accounting
Education
Dublin City University 2005 — 2008
Bachelors, Bachelor of Business Studies, Finance
Lord, Abbett & Co. LLC January 2014 - Present
Morgan Stanley April 2013 - October 2013
International Fund Services (NA) LLC, A State Street Company March 2012 - April 2013
Arthur Avenue Pharmacy March 2004 - March 2012
UBS October 2009 - April 2010
Skills
Proficient in Microsoft..., Portfolio Management, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Access, Microsoft Office, Account Reconciliation, Accounting, Data Analysis, Asset Management
Education
Iona College 2006 — 2011
MBA, Finance, Marketing, International Business
International Fund Services (NA) LLC, A State Street Company October 2014 - Present
International Fund Services (NA) LLC, A State Street Company November 2012 - October 2014
HSBC October 2004 - September 2012
Merrill Lynch June 1999 - September 2004
Skills
Hedge Funds, Fund Of Funds, Fixed Income, Mutual Funds, Fund Accounting, Fund Administration, Bloomberg, Alternative Investments, Account Reconciliation, Corporate Actions, Equities, Financial Services, Securities, Valuation
Education
Rowan University 1990 — 1992
The Ohio State University 1988 — 1990
International Fund Services (NA) LLC, A State Street Company October 2014 - Present
SS&C Globe Op August 2012 - October 2014
BNY Mellon August 2011 - October 2012
JPMorgan Chase September 2006 - July 2011
Skills
Hedge Funds, Alternative Investments, Investor Relations, Equities, Financial Services, Financial Modeling
Education
Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Credit Suisse March 2013 - Present
International Fund Services (NA) LLC, A State Street Company June 2006 - February 2013
Skills
Hedge Funds, Asset Management, Private Equity, Alternative Investments, Securities, Portfolio Management, Financial Services, Bloomberg Terminal
Education
Pace University
Bachelor of Business Administration (BBA)
International Fund Services (NA) LLC, A State Street Company September 2013 - Present
Moody's Corporation January 2013 - September 2013
International Fund Services (NA) LLC, A State Street Company April 2012 - September 2013
Baruch V.I.T.A (Volunteer Income Tax Assistance) June 2012 - June 2013
Baruch V.I.T.A (Volunteer Income Tax Assistance) January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, Outlook, Adobe Acrobat, Fund Administration, Income Tax, Financial Research, SharePoint
Education
Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Finance
City University of New York City College 2008 — 2011
Mechanical Engineering
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
Van Eck Global June 2013 - August 2013
Education
2016 Level II Candidate in the CFA Program
Boston University 2010 — 2014
Bachelor of Science (B.S.) Business Administration, Finance and Law
Tappan Zee High School 2006 — 2010
State Street Alternative Investment Solutions January 2012 - Present
International Fund Services (NA) LLC, A State Street Company February 2008 - December 2011
State Street Bank June 2007 - January 2008
Skills
Microsoft Office, Derivatives, Pricing, Employee Training, Issues Managment, Alternative Investments, Dodd-Frank, RPF, Broker-Dealer, Confirmation, Middle Office, Trading, Financial Services, Investments
Education
Suffolk University - Sawyer School of Management 2011 — 2015
Master of Business Administration (MBA), Accounting
University of Massachusetts Boston 2003 — 2006
Bachelor of Science (B.S.), Accounting
Citco Fund Services July 2014 - Present
International Fund Services (NA) LLC, A State Street Company January 2004 - July 2014
Education
University of Delaware
Master of Business Administration (MBA), Accounting
eXelate, A Nielsen Company January 2014 - Present
International Fund Services (NA) LLC, A State Street Company June 2011 - January 2014
eXelate February 2011 - June 2011
Essentials Brands, Inc August 2009 - January 2011
Skills
Accounting, Financial Reporting, Account Reconciliation, Tax, US GAAP, Financial Analysis, Financial Statements, GAAP, General Ledger
Education
City University of New York-Baruch College 2006 — 2008
Bachelor of Business Administration (BBA), Accounting, 3.64
International Fund Services (NA) LLC, A State Street Company March 2015 - Present
Academy Securities March 2012 - February 2015
Academy Securities April 2011 - October 2012
CBS Corporation May 2011 - April 2012
Skills
Equities, Investments, International Travel, Value Investing, Bloomberg Terminal, Equities Research, Investment Banking, Fixed Income Analysis, Foreign Currency, Commodity Markets, Derivatives, Options, Valuation, Equity Derivatives, Hedge Funds, Portfolio Management, Fixed Income, Private Equity
Education
Monmouth University 2011 — 2013
Bachelor's degree, Finance, General
St. John Vianney 2004 — 2007
Wells Fargo May 2014 - August 2014
International Fund Services (NA) LLC, A State Street Company February 2014 - May 2014
State Street May 2013 - August 2013
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Finance and Applied Accounting, Concentration in Alternative Investments
Westford Academy 2007 — 2011
High School
Fir Tree Partners February 2006 - Present
Goldman Sachs May 2005 - February 2006
International Fund Services (NA) LLC, A State Street Company August 2003 - May 2005
Education
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Finance (Major) and Economics (Minor)
International Fund Services (NA) LLC, A State Street Company November 2013 - Present
Laidlaw & Company UK Ltd. June 2012 - September 2012
Skills
Sports, Bloomberg, Finance, Microsoft Excel, Financial Analysis, Financial Services, Trading, Investments, Portfolio Management, Teamwork, Financial Reporting
Education
Marquette University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General