Lazard Asset Management
Industry: Asset management company
DescriptionLazard is a financial advisory and asset management firm that engages in investment banking, asset management, and other financial services primarily with institutional clients. It is the world's largest independent investment bank, with principal executive offices in New York City, Paris and London. Assets under management: 249 billion USD (2017) Headquarters: Hamilton, Bermuda Revenue: 2.65 billion USD (2017) Number of employees: 2,843 (2017) Subsidiaries: Lazard & Co., Limited, Lazard Middle Market LLC,
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Lazard Asset Management Employees
Lazard Asset Management June 2010 - May 2014
ING Investment Management October 2009 - May 2010
Institute of Child Health, University College London July 2009 - September 2009
ING Investment Banking March 2008 - July 2008
Piller Segan Company April 2007 - September 2007
The Gersh Agency August 2004 - April 2007
Innovative Artists 2002 - 2004
Christian's of Long Island, LLC December 1998 - June 2001
Education
Imperial College Business School 2008 — 2009
MSc
Imperial College London 1995 — 1998
BSc
Ryan Labs Asset Management May 2009 - Present
Halbis Capital Management January 2008 - May 2009
Calyon Bank September 2002 - December 2007
Credit Suisse September 1993 - May 2002
Brundage, Story & Rose September 1993 - May 2002
Lazard Asset Management June 1987 - September 1993
Prudential Financial June 1986 - July 1987
Skills
Fixed Income, CDS, Technical Analysis, High Yield, Portfolio Management, Hedge Funds, Asset Management, Derivatives, Alternative Investments, Bloomberg, Trading, Bonds, Capital Markets, Investments, Investment Strategies, Credit Derivatives, Securities, Credit, Investment Management
Education
Chartered Financial Analyst 1996 — 1999
CFA, Chartered Financial Analyst
New York University 1992 — 1993
None, Economics
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
Hofstra University 1982 — 1986
BA, Liberal Arts
Lazard Asset Management January 1989 - March 1996
Skills
Client Services, Wealth Management..., Series 7, Series 66, Long Term Care Insurance, Life Insurance
Education
James Madison University
Bachelor's Degree
Ezra Productions 2011 - Present
Lazard Asset Management September 2009 - August 2011
Cartier April 2009 - August 2009
Merrill Lynch June 2008 - September 2008
Skills
Emerging Markets, Investments, Equities, Marketing Communications, Asset Managment, Marketing Strategy, Asset Management, Business Development, Strategy, Marketing, Private Equity, Portfolio Management, Microsoft Excel, New Business Development, Hedge Funds, Business Strategy, Start-ups, Entrepreneurship, Public Relations, Strategic Planning, Mergers & Acquisitions, Digital Marketing, Competitive Analysis, Market Research, Strategic Partnerships, Sales, Integrated Marketing
Education
New York University 2004 — 2008
BA, Economics
Santa Monica High School 2000 — 2004
Connor, Clark & Lunn Financial Group June 2013 - Present
Aviva Investors July 2009 - May 2013
Credit Suisse April 2005 - June 2009
Lazard Asset Management August 2000 - March 2005
Skills
Asset Management, Equities, Alternative Investments, Investments, Fixed Income, Hedge Funds, Mutual Funds, Portfolio Management, Asset Allocation, Investment Management, Bloomberg, Investment Strategies, Derivatives, Wealth Management, Financial Services
Education
Williams College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Finance, General
Lazard Asset Management June 2015 - Present
Columbia Threadneedle Investments March 2007 - Present
Columbia Management 2007 - Present
Pioneer Investments October 2005 - March 2007
United States Navy May 1985 - September 2004
Skills
Securities, Investments, Asset Managment, Risk Management, Leadership, Team Building, Navy, Selling, Business Development, Series 63, Program Management, Sales, Hedge Funds, Asset Management, Series 7, Strategy, Asset Allocation, Strategic Planning, Equities, Alternative Investments, Fixed Income, Series 65, Portfolio Management, Investment Strategies, Mutual Funds
Education
Naval Postgraduate School 1991 — 1992
Masters, Finance
United States Naval Academy 1981 — 1985
Physical Science, Pilot
Lazard Asset Management January 2007 - Present
Skills
Global Fixed Income, FX, Asset Allocation, Inflation Linked Bonds, Covered Bonds, Corporate Bonds, Macro Strategy, Derivate, Anlageaufteilung, Festverzinsliche Werte, Kapitalmärkte, Devisenoptionsgeschäft, Portfolio Management, Derivatives, Bloomberg, Fixed Income, Asset Management, Bonds, Capital Markets, Financial Markets, Investments
Education
Johannes Gutenberg-Universität Mainz 2004 — 2008
Dr. rer. pol, VWL
Johannes Gutenberg-Universität Mainz 1996 — 2003
Diplom-Volkswirt, VWL
University of Paris I: Panthéon-Sorbonne 1999 — 2000
Economie
Mertiz Asset Management May 2013 - June 2013
Republic of Korean Army April 2011 - April 2013
Lazard Asset Management May 2011 - July 2011
Education
Indiana University Bloomington 2009 — 2015
Bachelor's Degree, Economics and Mathematics
Lazard Asset Management 1999 - Present
PwC 1997 - 1999
Credit Agricole 1996 - 1997
Sanus Health Corp 1993 - 1995
Skills
Commodity Markets, Value Investing, Short Selling, Absolute Return, European & US..., Equity Research, Financial Modeling
Education
Manhattan College 1994 — 1997
Bachelor of Science (BS), Accounting and Finance
Lazard Asset Management September 2013 - Present
Fairfield Prep January 2011 - Present
Fairfield Bucks Lacrosse Program May 2012 - August 2013
Owens Schine and Nicola PC May 2012 - August 2012
Westchester County Board of Legislators May 2011 - August 2011
Skills
Public Speaking, Social Media, Microsoft Excel, PowerPoint, Asset Management, Team Leadership
Education
Fairfield University 2009 — 2013
Bachelor of Arts (B.A.), Political Science/International Studies/Economics
Lazard Asset Management December 2014 - Present
Prudential Investments May 2013 - December 2014
Video Films Systems January 2012 - May 2013
Prudential Financial June 2012 - March 2013
Law Offices of Norman A. Roberts, LLC October 2011 - January 2012
I Believe Photos May 2011 - October 2011
Senator Robert P. Casey Jr. January 2011 - July 2011
CTPartners June 2010 - August 2010
Salon Marrow Dyckman Newman & Broudy LLP 2007 - 2009
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Series 7, Series 63, Financial Analysis, Salesforce.com, Insurance
Education
Lafayette College 2007 — 2011
B.A, Policy Studies, Government & Law
Janus Capital Group September 2014 - Present
Lazard Asset Management May 2013 - August 2014
ZAIS Group LLC June 2012 - May 2013
Addison Wechsler Financial Marketing (formerly Wechsler Ross & Partners) June 2011 - June 2012
Cadogan Management/Cantor Fitzgerald Investment Advisors August 2009 - June 2011
Schroder Investment Management February 2007 - August 2009
McCann Erickson July 2005 - February 2007
Draftfcb 2005 - 2005
Williams Whittle 2004 - 2005
Skills
Financial Services, Mutual Funds, Investor Relations, Hedge Funds, Salesforce.com, CRM, Fund Of Funds, Due Diligence, Alternative Investments, Asset Management, Relationship Management, Financial Markets, Brand Development, Marketing Communications, Investment Management, Client Service, Maintaining..., Financial Reporting, RFP Generation, Pipeline Management, Sales Presentations, Sales Support Tools, Intralink, Sales Logix, Microsoft CRM, Coordinate Meetings, Roadshows, Conference Coordination, Marketing Management, Marketing Budget, Brand Awareness, Fast-paced, Highly Detailed, PMAPS, Client Services, Equities, Marketing, Investments, Business Development
Education
Northeastern University 1999 — 2004
B.A, Marketing
Villa Walsh Academy 1995 — 1999
Wyndham Hotel Group October 2013 - Present
DeVry College of New York August 2013 - October 2013
Williams Lea January 2010 - July 2012
Williams Lea February 2005 - January 2010
Williams Lea March 2003 - February 2005
New York Life Insurance Company February 2001 - March 2003
Lazard Asset Management March 1998 - February 2001
Skills
Performance Management, Vendor Management, Organizational..., Coaching, Team Building, Training, Project Management, Outsourcing, Succession Planning, Account Management, Marketing Communications, BPO, CRM, Leadership Development, Talent Management, Direct Marketing, Recruiting, Budgets, Onboarding, Marketing, Employee Training, Financial Services, Adobe Acrobat, SharePoint, Written & Oral..., Ultipro, SurveyMonkey, Technical Training, Blended Learning, PowerPoint, MS Project, InDesign, Photoshop
Education
New York University 1995 — 1998
MA, Communications & Management
Hofstra University 1988 — 1992
BA, Communications
Hightower Inc. June 2015 - Present
Bloomberg LP May 2014 - April 2015
Bloomberg LP October 2012 - May 2014
Lazard Asset Management June 2011 - August 2011
Infobase Publishing June 2010 - August 2010
Skills
Research, Microsoft Office, Sales, Digital Strategy, Customer Service, Asset Managment, Compliance
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Arts (B.A.), Public Policy and Law
General Assembly
Business Development and Building Partnerships in Tech
Universitat Autònoma de Barcelona 2010 — 2010
Trinity College Rome 2009 — 2009
Lazard Asset Management July 2013 - Present
Burkenroad Reports, A B Freeman School of Business August 2012 - Present
Brean Murray, Carret & Co. June 2012 - August 2012
Cyberonics June 2012 - August 2012
Dr. Reddy's Laboratories July 2008 - June 2011
Skills
Microsoft Office, Matlab, MSP, C, AutoCAD, CCPM, Concerto, X TRADER, LIM, Bloomberg, Financial Modeling, Revenue Forecasting, Strategic Planning, Critical Chain Project...
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Energy, 3.96
Indian Institute of Technology, Kharagpur 2004 — 2008
B.Tech, Mechanical Engineering
+2 LEE Academy 2001 — 2003
12th Board, I.Sc
Rogosin Institute (affiliated with New York-Presbyterian Hospital) September 2010 - May 2011
YMCA of Greater New York September 2009 - May 2010
Morgan Stanley October 2007 - October 2008
Lazard Asset Management July 2006 - October 2007
Wachovia Securities December 2003 - June 2006
Education
Fordham University 2009 — 2011
Master of Social Work (MSW)
University of Rochester 1997 — 2001
Bachelor of Arts (BA), English
Horace Mann High School 1993 — 1997
Lazard Asset Management December 2014 - Present
Quality of Life Labs, LLC May 2011 - December 2014
Skills
Typography, Logo Design, Posters, Layout, Corporate Identity, Graphic Design, Brochures, Illustration, InDesign, Illustrator, Business Cards, Adobe Creative Suite, Art Direction, Flyers, Graphics, Stationery, Visual Communication, Vector Illustration, Adobe Acrobat, Web Design, Dreamweaver, Photoshop, Invitations, Book Design, Banners, Magazine Design, Catalogs, Digital Illustration, Book Covers, Copywriting, Letterhead, Postcards, Collateral, Branding, Communication Design, OS X, Environmental Graphics, Information Graphics, Packaging, Corporate Branding, Visual Identity, Image Editing, Concept Development, Information Design, Typesetting, Direct Mail, Concept Design, Annual Reports, Advertising, Drawing
Education
New York Institute of Technology 2009 — 2012
BFA, Graphic Design
Manhattanville College 2005 — 2008
Lazard Asset Management January 2014 - Present
BlackRock October 2006 - November 2013
Merrill Lynch February 1998 - October 2006
Skills
Series 7, Series 63, Series 65, Mutual Funds, Alternative Investments, Asset Management, Separately Managed..., ETFs, Wealth Management, Relationship Management, Strategy, Securities, Asset Allocation, Financial Services, Investment Advisory
Education
Fordham University
Bachelor of Arts (BA), Economics
Lazard Asset Management June 2010 - Present
Morgan Stanley August 2009 - June 2010
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Yale University 2005 — 2009
Bachelor of Arts (BA), Political Science
Lazard Asset Management May 2015 - July 2015
China Universal Asset Management June 2014 - August 2014
Charoen Pokphand Foods Public Company Limited (CPF)- Thailand World Headquarter December 2013 - January 2014
Harvard Council on Business and the Environment 2012 - 2013
Skills
Chess, Autism Therapy, Research, International Relations, Nonprofits, Economics, Finance, Conference Planning, Data Analysis, Public Speaking, Statistics, Social Entrepreneurship, Community Outreach, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, English, Event Planning
Education
Harvard University 2012 — 2016
Bachelor's Degree
Beijing Language and Culture University 2013 — 2013
Satit Kaset Demonstration School 2000 — 2012
High School
McKinsey & Company July 2008 - Present
Lazard Asset Management May 2007 - August 2007
Concord Effekten IPO Team June 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook
Education
Harvard Business School 2011 — 2013
MBA, Business Administration and Management, General
European Business School Oestrich-Winkel 2005 — 2008
Bachelor's degree, Business Administration and Management, General
Paradigm Capital Management June 2009 - August 2012
PARADIGM CAPITAL MANAGEMENT June 2009 - August 2012
Lazard Asset Management October 2000 - January 2009
Lazard Asset Management June 2000 - January 2009
Lazard Asset Management June 1997 - October 2000
Dean Witter Intercapital November 1993 - June 1997
MORGAN STANLEY/DWR INTERCAPITAL November 1993 - June 1997
LAWRENCE O’DONNELL MARCUS and CO February 1991 - November 1993
SCHOLL AND LEVIN INC March 1990 - February 1991
THE VILLAGE CORNER SHOPS July 1989 - March 1990
Skills
Trading, Equities, Equity Trading, Hedge Funds, Fixed Income, Bloomberg, ETFs, Mutual Funds, Options, Securities, Series 7, Technical Analysis
Education
Pace University 1984 — 1988
BA., Finance
Pace University
Bachelor of Business Administration, Finance
Lehigh University - College of Business and Economics 1980 — 1982
INSTITUTE OF FINANCE
The Mauler Institute, LLC January 2010 - Present
The Mauler Institute 2010 - 2015
The Mauler Institute 2010 - 2015
Corporate Executive Board January 2006 - June 2010
Corporate Executive Board January 2004 - January 2005
Corporate Executive Board July 2003 - January 2004
Strategic Management Group August 1999 - July 2001
Lazard Asset Management 1997 - 2001
University of Pennsylvania 1993 - 1996
Skills
Higher Education, Cross-functional Team..., Management, Strategic Planning, CRM, Strategy, Leadership, Executive Management, Management Consulting, College Counseling, College Admissions, Customer Engagement, Consulting, customer supp
Education
Harvard Business School 2001 — 2003
MBA
University of Pennsylvania 1993 — 1997
BA, Economics & International Relations
University of California, San Diego
Certificate in College Counseling
School for International Training 1996 — 1996
BSS
State Street Bank & Trust August 2013 - Present
FINARC Investment Management February 2013 - August 2013
Brown Brothers Harriman August 2008 - September 2012
Lehman Brothers July 2007 - June 2008
Lazard Asset Management May 2006 - December 2006
Skills
Chartered Financial..., Series 7, Series 66, Equities, Bloomberg, Series 63, Securities, Mutual Funds, Capital Markets, Equity Research, Bloomberg Terminal, Corporate Finance, FINRA, Options, Asset Allocation, Risk Management, Investment Management, ETFs, Financial Markets, Portfolio Management, Electronic Trading, Uniform Combined State...
Education
New York University 2003 — 2007
B.A., Economics
Berkshire School 1999 — 2003
Silver Lane Advisors August 2013 - Present
New York Society of Security Analysts (NYSSA) December 2014 - Present
ACT Research September 2013 - Present
Jefferies & Company October 2010 - July 2013
Lazard Asset Management 2008 - October 2010
Bear Stearns 2002 - 2008
Columbus Capital Co., LLC 2000 - 2002
Skills
Private Equity, Equity Research, LBO, Mergers, Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Finance, Economics, Restructuring, Bloomberg, Structured Finance, Investment Banking, Mutual Funds, Fixed Income, Capital Markets, Alternative Investments, Trading, Emerging Markets, Asset Management
Education
University of Pennsylvania 1989 — 1993
BA, Economics
Fordham University School of Law 1994 — 1997
JD, Tax, finance
Lazard Asset Management May 2015 - July 2015
Harvard Student Agencies November 2013 - May 2015
Kabouter Management LLC July 2014 - August 2014
Raymond James Financial Inc. July 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research
Education
Harvard University 2013 — 2017
AB Candidate in Statistics, Sophomore
Greenwich High School 2009 — 2013
Albridge, an Affiliate of Pershing January 2013 - Present
Lazard Asset Management June 2012 - Present
Lazard Asset Management June 2012 - Present
Brown Brothers Harriman August 2011 - January 2012
Thomas M. Rickmers LLC 2011 - 2012
Open Systems Technologies 2011 - 2012
Acxiom for Dun and Bradstreet February 2010 - February 2011
BNY Mellon Pershing LLC June 2003 - May 2008
BNY Mellon Pershing LLC January 1998 - June 2003
The Bank of New York February 1996 - October 1998
Skills
JCL, Software Installation, SQL DB2, CICS, WebSphere MQ, TSO, OS/390, AIX, Unix, Windows Server, IPL, SMP/E, SQL, VMware, iConnect, Putty, Blade Technology, Autosys, CA7, SDSF, VTAM, MVS, JES2, TCP/IP, FTP, NDM, SNA, Fileaid, Data Sharing, BMC Remedy, SPUFI, Service Desk, Netview, Netman, SAR, CA Dispatch, Quick Reference Guides, Maestro, Microsoft Office, Lotus Notes, Lotus Domino, Windows 7, Novell Server, Vendor Management, RSA Security, Disaster Recovery, SiteScope, IBM Tivoli, LAN-WAN, GDPS/XRC
Education
IBM 1996 — 2003
DB2 System Administration Z/os
Ocean County College 1980 — 1982
Liberal Arts
PIMCO July 2013 - Present
PIMCO 2010 - Present
Bessemer Trust Company 2009 - 2010
Lazard Asset Management 2006 - 2009
Education
Marymount Manhattan College 2006 — 2007
BS, Business Management
Southern Methodist University 2004 — 2006
N.A, Business
The Hotchkiss School 2001 — 2004
Lazard Asset Management February 2013 - Present
Citadel Asset Management September 2010 - November 2012
J.P.Morgan Asset Management September 2004 - August 2010
JPMorgan Chase August 1994 - July 2010
JPMorgan Funds July 2003 - September 2004
J.P.Morgan Private Bank September 1999 - July 2003
J.P.Morgan Securities Inc. September 1994 - September 1999
Merrill Lynch & Company July 1993 - July 1994
Skills
Hedge Funds, Equities, Fixed Income, Private Equity, Investment Management, Commodity, Investor Relations, Business Development, Real Estate, Sales, High Frequency Trading, Macro, Mutual Funds, Asset Managment, Securities, Alternative Investments
Education
Harvard Business School 1999 — 2001
MBA
Morehouse College 1989 — 1993
BA
Miami Central Senior High School 1986 — 1989
Diploma, High Honors
Goldman Sachs Asset Management January 2012 - Present
Goldman Sachs Asset Management April 2010 - January 2012
Lazard Asset Management 2006 - 2010
Education
New York University 2002 — 2006
B.A. cum laude, Economics
Keller Williams NYC September 2014 - Present
Disney Cruise Line October 2013 - May 2014
Healthline Networks, Inc. July 2013 - September 2013
Impact Demonstrations September 2012 - September 2013
IAB May 2013 - June 2013
Lazard Asset Management August 2011 - May 2013
Atrium Staffing November 2010 - May 2013
Prospect Theatre Company 2012 - 2012
Focus Pointe Global September 2009 - May 2010
The Stella Adler Studio of Acting 2010 - 2010
Skills
Theatre, Acting, Entertainment, Performing Arts, Communication Skills, Singing, OS X, Social Networking, Administrative Work, Real Estate Transactions, Real Estate Sales..., Real Estate Advisory..., Real Estate Marketing, Blogging, Communication, Public Speaking, Event Planning, Public Relations, Teaching, Event Management, Organizational..., Voice Over, Press Releases, Microsoft Office, Mac OS X, Social Media, Facebook, Writing, Organization, Childcare, Product Demonstration, Teaching Acting, Marketing, Real Estate License
Education
Kent State University 2006 — 2009
Master of Fine Arts (MFA), Acting, 4.0
Pepperdine University 2002 — 2006
Bachelor's Degree, Public Relations, Musical Theatre, 3.89
CVCA
CVCA
Oak Grove Consultancy LLC February 2009 - Present
Bryant Rabbino LLP October 2010 - May 2013
Capital L Group, LLC March 2010 - December 2011
Invesco Ltd September 2004 - January 2009
New York Life Investment Management 2000 - 2004
Lazard Asset Management July 1997 - July 2001
Prudential Investments December 1996 - July 1997
Skills
Hedge Funds, Securities, Investment Advisory, Compliance, Asset Management, Mutual Funds, Series 7, Private Equity, AML, FINRA, Risk Management, Due Diligence, Internal Controls, Enterprise Risk..., Asset Managment, Alternative Investments
Education
Emory University - Goizueta Business School 2010 — 2013
Master of Business Administration (MBA)
Thomas Jefferson School of Law 2009 — 2011
LL.M (Cum Laude)
Nigerian Law School, Victoria Island 1985 — 1986
B.L.
University of Nigeria 1981 — 1985
LL.B.
Income Research & Management June 2013 - Present
John Hancock Investment Management Services, LLC October 2011 - May 2013
MassMutual Financial Group May 2010 - September 2011
Morgan Stanley Smith Barney January 2009 - April 2010
Eaton Vance November 2008 - December 2008
Lazard Asset Management October 2007 - November 2008
UBS Wealth Management May 2006 - August 2006
Wachovia Securities February 2002 - August 2003
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Bloomberg, Barclays Point, Microsoft Excel, PowerPoint, Fixed Income, Securities, Asset Managment, Morningstar, Zephyr Style Advisor
Education
Hofstra University 2003 — 2007
BBA, Finance
Lazard Asset Management September 1995 - Present
Smith Barney 1991 - 1995
Morgan Stanley Smith Barney 1990 - 1995
Skills
Separately Managed..., Portfolio Management, Management, Asset Management, Alternative Investments, Fixed Income, Strategy, Wealth Management, Mutual Funds, Investments, Investment Management, Finance, Financial Services, Management Consulting, ETFs, Series 7, Sales, Investment Advisory, Asset Allocation, Investment Strategies, Sales Presentations, Series 63, Hedge Funds, Equities, Securities, Fund Of Funds, FINRA
Education
Ohio Wesleyan University 1977 — 1981
BA, Politics & Government/Economics/Biology
Ohio Wesleyan University 1977 — 1981
BS, Economics/Politics & Government
Symetra Financial October 2011 - Present
New York Life Insurance Company March 2004 - August 2010
Lazard Asset Management 2000 - 2002
Schroders 1998 - 2000
Equitable Distributors, Inc. 1996 - 1998
Wood Logan Associates, Inc. 1993 - 1996
Shearson Lehman Brothers 1991 - 1992
Skills
Account Management, Annuities, Mutual Funds, Retirement, Financial Services, Fixed Annuities, Relationship Management, Sales, Sales Operations, Wealth Management, Series 7
Education
LIU Post
BS, Business Mgmt & Marketing
Suffolk County Community College 1977 — 1981
Associates, Business Administration
StructuredRetailProducts.com December 2005 - Present
Lazard Asset Management April 1997 - November 2005
Smith Barney January 1993 - April 1997
Skills
Alternative Investments, Structured Products, Hedge Funds, Bonds, Fixed Income, Asset Management, Securities, Mutual Funds, Investments, Trading, Wealth Management, Capital Markets, Portfolio Management, Commodity, Financial Markets, Financial Services, Equities, Derivatives
Education
Fairleigh Dickinson University 1993 — 1995
MBA, Finance
University of Florida 1988 — 1991
BS, Finance
Hartford Investment Management Co. (HIMCO) Managing DirectorHartford Investment Management Co.
Goldman Sachs November 2009 - September 2015
Deutsche Asset Management May 2002 - October 2009
Lazard Asset Management 1997 - May 2002
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Private Equity, Asset Managment, Investments
Education
New York University, Stern School of Business 1993 — 1996
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1987 — 1991
Bachelor of Science (BS), Business and Economics
Consumer Edge Research LLC March 2015 - Present
Telsey Advisory Group April 2011 - March 2015
HRC Portofilio Solutions January 2009 - April 2011
Lazard Asset Management May 2008 - January 2009
Skills
Series 7, Equities, Fixed Income, Series 63, Alternative Investments, Investments, Capital Markets, Mutual Funds, Securities, Asset Management, Salesforce.com, Financial Services, Asset Allocation
Education
Loyola University Maryland 1999 — 2003
Bachelor's degree, Economics
Don Bosco Prep 1995 — 1999
Random House Children's Books June 2014 - Present
Lazard Asset Management June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, Photoshop, Teamwork, Research, Event Planning
Education
Lehigh University - College of Business and Economics 2011 — 2015
Bachelor of Applied Science (BASc), Marketing
Garden City High School 2007 — 2011
Lazard Asset Management April 2014 - Present
BBR Partners November 2012 - April 2014
American Marketing Association January 2011 - June 2012
University Program Council September 2010 - June 2012
Mizuho Securities USA Inc. June 2011 - August 2011
The Distillery June 2007 - January 2011
Executive Suites of Rochester June 2006 - August 2008
Skills
Marketing, PowerPoint, Microsoft Excel, Market Research, Outlook, Sales, Management, Bloomberg, Bloomberg Terminal, Strategic Consulting, Microsoft Powerpoint, Microsoft CRM, Advent, Leadership, Fundraising, Social Media, Public Speaking, Microsoft Word, Social Networking, SPSS, Facebook, Microsoft Office, Portfolio Management, Time Management, Data Analysis, Social Media Marketing, Financial Services, Teamwork, Office Management, Research, Mac
Education
Ohio University 2008 — 2012
Bachelor’s Degree, Marketing / Management & Strategic Leadership
Pittsford Sutherland HIgh School 2004 — 2008
High School, Business, Management, Marketing, and Related Support Services
Lazard Asset Management January 1999 - Present
EGS Partners, LLC 1990 - 1998
Bear Stearns 1988 - 1990
Skills
Hedge Funds, Portfolio Management, Equities, Securities, Financial Services, Asset Management, Asset Managment, Business Analysis, Middle Office, Project Management, Mutual Funds, Sybase, Back Office, Change Management, SDLC, Visio, Requirements Gathering, Disaster Recovery, Market Data, Finance, Series 7, Series 63, Business Process..., Investment Management, SQL, Databases, Autosys, Process Improvement
Education
Hofstra University 1984 — 1988
Bachelor's Degree, Major: Finance Minor: Business Computer Information Systems, Dean's List
Western Asset Management April 2015 - Present
Prudential Fixed Income November 2014 - March 2015
Lazard Asset Management 2013 - 2013
Rothschild Asset Management April 2008 - November 2011
Skills
Marketing, Sales, Bloomberg, Hedge Funds, Portfolio Management, Marketing Communications, Investment Management, Alternative Investments, Fund Of Funds, Investments, Financial Services, Asset Management, Equities, Fixed Income, Due Diligence, Private Equity, Investment Banking, Asset Allocation, Mutual Funds, Investment Strategies, Finance, Securities, Financial Markets, Client Services
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Lazard Asset Management June 2015 - August 2015
Burkenroad Reports January 2015 - April 2015
Empirical Asset Management May 2014 - July 2014
Mangrove Partners May 2013 - July 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Finance, Economics, Microsoft Word, Time Management, PowerPoint, Teamwork, Analysis, Spanish, Accounting, Financial Modeling, Access, Microsoft Office, Public Speaking, FactSet, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science in Management (B.S.M.), Finance, General, 3.7
New York University 2014 — 2014
Global Programs, NYU Prague, 3.7
Wellesley High School 2008 — 2012
Och-Ziff Capital Management September 2015 - Present
Och-Ziff Capital Management July 2012 - August 2015
Fortress Investment Group January 2012 - June 2012
Bank of America January 2011 - December 2011
Lazard Asset Management March 2000 - November 2010
Micro Modeling Associates 1997 - 2000
Plural 1997 - 2000
Skills
Financial Modeling, Excel VBA, C#, .NET, T-SQL, Access, Microstrategy, Netezza, VBScript, Bloomberg Terminal, Factset, Market Data, Unix Shell Scripting, R, VAR, Derivatives, VBA, Fixed Income
Education
University of Pennsylvania 1987 — 1988
Massachusetts Institute of Technology 1983 — 1987
BSME, Mechanical Engineering, Physics
Deloitte August 2015 - Present
Lazard Asset Management February 2015 - August 2015
National Association of Black Accountants Baruch College Chapter June 2014 - December 2014
Deloitte June 2013 - August 2014
Bank of America July 2011 - May 2013
Macy's November 2008 - September 2011
Skills
PowerPoint, Word, Customer Service, Excel, Microsoft Office, Retail, Microsoft Word, Microsoft Excel, Sales, Banking, Accounts Payable, Auditing, Financial Analysis, Financial Accounting, Accounting, Leadership
Education
Baruch College 2011 — 2014
Bachelors of Business Administration, Accounting, 3.51
Harvard Business School 2013 — 2013
Summer Venture in Management Program, Business development
Queensborough Community College 2009 — 2011
Associates, Business Administration, 3.77
Lazard Asset Management August 2011 - Present
Merrill Lynch September 2010 - December 2010
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Series 7, Social Media, Wealth Management, Bloomberg Terminal, Asset Allocation, Asset Management, Hedge Funds, Mutual Funds, Investment Strategies, Alternative Investments, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Business Administration (MBA), Finance, General
Fordham University 2007 — 2011
Epoch Investment Partners, Inc. April 2010 - Present
Lazard Asset Management September 2005 - March 2010
Wellington Management 2003 - August 2005
Skills
Asset Management, Investments, Equities, Hedge Funds, Bloomberg, Private Equity, Microsoft Excel, Capital Markets, Financial Modeling, Financial Services
Education
Boston University 2001 — 2003
Master of Music, Vocal Performance
Ithaca College 1995 — 1999
Bachelor of Music, Vocal Performance
Thomson Horstmann & Bryant February 1999 - Present
Lazard Asset Management 1995 - 1998
Skills
Asset Management, Investments, Institutional Portfolio..., Asset Managment, Manage Client..., Fundamental Equity..., Consultant Relationship...
Education
University of Missouri-Kansas City 1993 — 1994
MBA, Finance
Northwest Missouri State University 1989 — 1993
Bachelor of Science (BS), Finance
Lazard Asset Management May 2015 - Present
Bank of America Merrill Lynch August 2011 - May 2015
Bank of America Merrill Lynch August 2010 - August 2011
Merrill Lynch December 2008 - August 2009
Merrill Lynch June 2008 - August 2008
Merrill Lynch July 2007 - December 2007
Skills
Fixed Income, Derivatives, Credit, Bloomberg, Equities, Capital Markets, Bonds, Financial Modeling, Investment Banking, Hedge Funds, Investments, Securities, Series 7, Trading, Valuation
Education
Northeastern University 2005 — 2010
Bachelors, Finance
Dorsal Capital Management October 2014 - Present
Janus Capital Group July 2007 - October 2014
Oppenheimer & Co. Inc. August 2006 - July 2007
Alan and Jenny's Adventures October 2005 - July 2006
Friedman Billings Ramsey August 2003 - October 2005
CIBC World Markets / Oppenheimer July 1998 - July 2003
Lazard Asset Management July 1995 - July 1998
Education
Lehigh University 1991 — 1995
BS, Finance
Lazard Asset Management January 2015 - Present
Lazard Asset Management October 2008 - Present
Lazard Asset Management October 2004 - October 2008
Lazard Asset Management April 2004 - October 2004
Lazard Asset Management September 2001 - April 2004
Skills
Alternative Investments, Asset Management, Fixed Income, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Valuation
Education
St Chad's College, Durham University, UK 2009 — 2012
Politics & Philosophy
University of Durham 2009 — 2011
Politics & Philosophy
Keller Williams Realty Gold Coast May 2012 - Present
ARTIO GLOBAL INVESTORS June 2005 - September 2011
Lazard Asset Management January 2004 - June 2005
Lazard Asset Management January 1996 - January 2004
ASHLAND MANAGEMENT January 1995 - January 1996
Skills
Equities, Factset, Mutual Funds, Bloomberg, Charles River, Charles River IMS, Alternative Investments, Asset Managment, Investment Management, Hedge Funds, Fixed Income, Investments, Real Estate, Asset Allocation, Equity Research, Portfolio Management, Sellers, Equity Trading, Equity Derivatives, Equity Valuation, Derivatives, ETFs, Institutional..., Investment Strategies, FINRA, Asset Management, Financial Markets, Securities, Series 7, Series 63, Valuation, Emerging Markets
Education
New York University
B.A., Cultural Anthropology/Chinese Literature
Neuberger Berman May 2014 - Present
Lazard Asset Management August 2012 - April 2014
Atrato Advisors LLC November 2010 - July 2012
Exis Capital Management June 2009 - August 2009
Skills
Bloomberg, MS Office Suite, MS Excel, Microsoft Excel, Investments, Alternative Investments, Microsoft Office, Portfolio Management, Hedge Funds, Bloomberg Terminal, Mutual Funds, Commodity, Due Diligence, Equities, Fund Of Funds, Fixed Income
Education
Miami University 2006 — 2010
Economics
Lazard Asset Management November 2014 - Present
Screenvision August 2014 - October 2014
Financial Industry Regulatory Authority December 2013 - June 2014
Presidio Bank December 2011 - July 2012
Saint John's University Int'l Student Admission Office 2009 - 2011
SCHER FINANCIAL GROUP OF METLIFE May 2008 - July 2008
Skills
Microsoft Office, SPSS Modeler, SQL, Microsoft Excel, Cognos, SPSS Clementine, Banking, Tableau, Big Data Analysis, Hadoop, Cloudera, Finance, Data Mining, Financial Analysis, Access, Analytics, Data Warehousing, Financial Modeling
Education
Fordham University 2012 — 2013
Master's degree, Business Analytics, 3.9
Saint John's University 2007 — 2011
Bachelor's degree, Finance, General
McGladrey November 2014 - Present
Lazard Asset Management April 2014 - August 2014
KPMG August 2012 - September 2013
KPMG May 2011 - August 2011
Protiviti May 2010 - August 2010
Education
Marist College 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
St. Anthony's High School 2003 — 2007
Lazard Asset Management August 2010 - Present
Goldman Sachs November 2008 - May 2010
UBS February 1997 - May 2008
Skills
Microsoft Word, Lotus Notes, Radar, Global insight data, Invoicing, Management, Microsoft Excel, Investments, Equities, Marketing
Education
Marymount Manhattan College
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.5
Lazard Asset Management June 2012 - Present
Oh So Fabulous May 2006 - Present
Wykagyl Country Club 2008 - 2010
Macy's August 2001 - February 2008
Skills
Event Planning, Outlook, Event Management, PowerPoint, Budget, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Public Relations, Organizer Extraordinaire
Education
Fordham University 1997 — 2001
BA, Communications
Fordham University 1997 — 2001
BA, Communications
Franklin Templeton Investments April 2014 - Present
Lazard Asset Management February 2009 - April 2014
Lazard Asset Management May 2007 - February 2009
Lazard Asset Management June 2004 - May 2007
Skills
Equities, Fixed Income, Asset Management, Investment Management, Series 7, Investments, Mutual Funds, Asset Allocation, Capital Markets, Portfolio Management, Securities, Marketing Strategy, Team Leadership, Content Development, New Product Roll Out, Sales Support Tools, Superior Client Service, Managerial Skills, Manage Client..., Direct Client...
Education
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Cramer Rosenthal McGlynn January 2014 - Present
Cramer Rosenthal McGlynn November 2011 - December 2013
Two Sigma Investments June 2011 - November 2011
Cramer Rosenthal McGlynn August 2008 - June 2011
Lazard Asset Management September 2007 - August 2008
AllianceBernstein November 2006 - September 2007
Skills
Investments, Securities, Financial Modeling, Equity Research, Valuation, Financial Analysis, Due Diligence, Capital Markets, Private Equity, Middle Office, Asset Management, Trading, Account Portfolio..., Investment Management, Portfolio Management, Trading Strategies, Fund Accounting, Financial Services, Hedge Funds, Bloomberg, Equities, Mutual Funds, Client Services
Education
Iona College 2008 — 2010
MBA, Finance
Manhattan College 2002 — 2006
Bachelor of Science, Finance
University of Richmond 2005 — 2005
Bachelor of Science, Finance
Georgetown University October 2013 - Present
Georgetown University 2010 - Present
Lazard Asset Management August 2007 - November 2009
Skills
Research, Financial Modeling, Fundraising, Social Media, Valuation, Hedge Funds
Education
Georgetown University 2004 — 2007
Bachelor of Arts (B.A.), Classics and Classical Languages and English
Institute for Integrative Nutrition 2009 — 2010
Archmere Academy 2001 — 2003
TD June 2015 - Present
Lazard Asset Management May 2014 - May 2015
Capital Markets Advisors LLC. September 2012 - May 2014
The Greystone Equity Fund January 2012 - May 2012
J.H.Darbie & Co. September 2011 - April 2012
Edward Jones June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Investment Banking, Bloomberg Terminal, Financial Structuring, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Morningstar, Municipal Bonds, Capital Markets, Financial Modeling, Credit, Structured Securities, Public Finance, Credit Risk, Credit Analysis, Financial Transactions, Financial Statement..., Securitization, Quantitative Finance, Municipal Law, Municipalities, Structured Finance, Close Attention to..., Document Drafting, Document Review, Legal Documents, Excel, Debt, Munex, Series 7
Education
Marist College 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.6
Lazard Asset Management February 2011 - Present
Lazard Asset Management February 2006 - February 2011
Skills
Investments, Equities, Bloomberg, Valuation, Options, Small Cap, Portfolio Management, Investment Management, Alternative Investments, Hedge Funds, Asset Management, Equity Research, Emerging Markets, Fixed Income, Financial Modeling, Asset Allocation, Finance
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
Master of Business Administration (MBA), Finance
Wagner College 2004 — 2005
Bachelor of Arts, Sociology
University of California, Los Angeles 2002 — 2004
Goldman Sachs December 2013 - Present
Lab49 March 2009 - November 2013
Citi September 2006 - February 2009
Citigroup January 2006 - August 2006
Applied Recognition Inc. January 2005 - January 2006
CSFB June 2004 - January 2005
Lazard Asset Management October 2001 - February 2004
Sapient July 1996 - May 2001
Skills
JavaScript, reactjs, d3.js, Node.js, Trading Systems, Agile Methodologies, C#, Test Driven Development, Multithreading, SQL, Microsoft SQL Server, Software Development, XML, Enterprise Architecture, SDLC, REST, Data Warehousing, Scala, CSS, SASS, Leadership Development, Dependable Team Player, MongoDB, ElasticSearch, Project Management, .NET, d3
Education
University at Albany 1992 — 1996
BS, Computer Science
New York University
CJKR Consulting June 2010 - Present
BROADRIDGE FINANCIAL SOLUTIONS January 2009 - December 2009
BROWN BROTHERS July 2007 - November 2008
Citibank January 2006 - July 2007
Edgewood Asset Management June 2000 - January 2006
SPEARS, BENZAK, SALOMON AND September 1999 - June 2000
Lazard Asset Management February 1995 - April 1999
SMITH BARNEY September 1989 - February 1995
Skills
Equities, Securities, Process Improvement, Portfolio Management, Investments, Trading
Education
Iona College 1985 — 1989
Iona College 1985 — 1989
B.B.A, Finance
West Islip High School 1982 — 1985
Lazard March 2007 - Present
Lazard Asset Management February 2003 - February 2007
Lazard Asset Management June 1997 - February 2003
Checkfree Investment Services 1991 - 1997
Skills
Information Technology, Portfolio Management, Management, Disaster Recovery, Financial Services, Hedge Funds, Auditing, Corporate Finance, Trading Systems, Due Diligence, Marketing, CRM, Risk Management, Asset Managment, Equities, Alternative Investments, Project Management, Financial Analysis, Asset Management, Bloomberg
Education
Marist College
Dodge & Cox August 2010 - Present
BlackRock October 2000 - April 2009
Lazard Asset Management 1997 - 2000
UBS Global Asset Management 1996 - 1997
Salomon Brothers Asset Management 1994 - 1996
Skills
Asset Management, Portfolio Management, Investments, Mutual Funds, Fixed Income, Hedge Funds, Asset Managment, Equities, Alternative Investments
Education
Fordham University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Lazard Asset Management September 2010 - Present
Newgate Capital Management Inc. May 2005 - March 2009
Libra Advisors L.L.C, Equity Long/Short Hedge Fund June 2002 - March 2005
CIBC World Markets, Alternative Assets Group May 1998 - August 2001
Skills
Hedge Funds, Equities
Education
Tufts University 1995 — 1998
MA, Natural Resource Management
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1998
MALD, International Investment and Banking
Lomonosov Moscow State University (MSU) 1985 — 1990
MS, Seismology and Geophysics
Fortis Prime Fund Solutions (Cayman) Limited August 2009 - Present
Lazard Asset Management December 2005 - January 2009
Bisys 2003 - 2005
Education
Montclair State University 1999 — 2006
BlackRock Financial August 2008 - Present
Morgan Stanley Investment Management September 2004 - May 2008
Goldman Sachs 2000 - 2004
Lazard Asset Management January 1998 - July 2000
Skills
Hedge Funds, Series 7, Product Management, Asset Managment, Fixed Income, Equities, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Asset Management, Mutual Funds, Securities
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Muhlenberg College 1988 — 1992
Bachelor of Science (BS), Psychology
Lazard Asset Management April 2012 - Present
Deutsche Asset Management March 2010 - March 2012
Morgan Stanley November 2006 - March 2010
US Trust April 2002 - November 2006
Industrial Bank of Japan May 2001 - April 2002
PricewaterhouseCoopers July 1998 - February 2001
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
Schiller International University 1989 — 1993
BBA, International Business
Delhi Public School
Tocqueville Asset Management April 2008 - Present
US Trust February 2006 - April 2008
Lazard Asset Management June 2001 - February 2006
Education
Fordham University 1997 — 2001
Lazard Asset Management December 2007 - Present
State Street Global Advisors March 2000 - December 2007
SSgA 2000 - 2007
Education
Massachusetts Institute of Technology 1992 — 1997
Moscow Institute of Physics and Technology (State University) (MIPT) 1985 — 1992
Engineer, Physics
Lazard Asset Management September 2004 - Present
Lazard Asset Management March 2004 - September 2004
Lazard Asset Management July 2002 - August 2004
Wachovia Securities, LLC August 2000 - July 2002
FBR June 1999 - August 1999
Skills
Alternative Investments, Equities, Investments, Bloomberg, Mutual Funds, Asset Management, Series 7, Investment Strategies, Asset Allocation, Portfolio Management, Series 63, ETFs, Fund Of Funds, Microsoft Excel, Fixed Income
Education
Miami University 1996 — 2000
BS, Finance & Economics
Miami University, Luxembourg Campus 1998 — 1998
International Business Program
Academy of the Holy Cross
Lazard Asset Management
Skills
Hedge Funds, Equities, Alternative Investments, Asset Management, Fixed Income, Bloomberg, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Investment Management, Equity Research, Valuation, Series 7, Bonds
Education
Indiana University Bloomington 1992 — 1996
Woods Asset Management June 2015 - Present
Morgan Stanley May 2007 - May 2015
Soloman Smith Barney May 2001 - May 2007
Merrill Lynch January 1995 - May 2001
Lazard Asset Management 1986 - 1995
Skills
Asset Management, Equities, Series 7, Alternative Investments, Series 63, Retirement Planning, Capital Markets, Trading, Asset Allocation, Investments, Strategic Planning, Financial Analysis, Fixed Income, Investment Strategies, Hedge Funds, Mutual Funds, Portfolio Management, Bonds, Equity Research, Marketing Strategy, Educational Fundraising, Social Media Marketing, Youth Programs, Bloomberg, Financial Services, Investment Management, Options, Securities, Financial Modeling, Strategic Financial..., Trading Systems, Valuation, Investor Relations, Structured Products, Financial Advisory, Fund Of Funds, Due Diligence, Credit Analysis, Risk Management, Finance, Fixed Annuities, Structured Finance, Financial Structuring, Mergers & Acquisitions, Executive Management, Corporate Finance, Venture Capital, Emerging Markets, Economics, Banking
Education
Ohio Wesleyan University 1981 — 1985
The Brooks School 1979 — 1981
The Fessenden School 1977 — 1979
Derby Academy 1971 — 1977
UBS Global Asset Management January 2013 - Present
UBS Global Asset Management November 2010 - December 2012
Lazard Asset Management November 2007 - January 2009
UBS Wealth Management October 2005 - December 2007
UBS Wealth Management January 2005 - October 2005
UBS Wealth Management January 2002 - January 2005
Skills
Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Sales, Investments, Series 24, Series 66
Education
Gettysburg College
Lazard Asset Management July 2007 - Present
Education
Duke University 2003 — 2007
Wexford Capital July 2008 - December 2011
Lazard Asset Management June 2000 - July 2008
Education
Middlebury College
Lazard Asset Management March 2014 - Present
Deutsche Bank Securities February 2013 - March 2014
Deutsche Bank Securities June 2011 - January 2013
Wells Fargo August 2010 - May 2011
Colgate Palmolive October 2008 - August 2010
Colgate Palmolive August 2007 - October 2008
Colgate-Palmolive March 2006 - August 2007
Colgate Palmolive August 2004 - December 2005
Colgate Palmolive September 2003 - August 2004
CAPS Logistics 2000 - 2003
Skills
Equity Research, Corporate Finance, Investments, Financial Analysis, Financial Modeling, Business Analysis, Business Strategy, Data Analysis, Series 7, Series 63, Series 86, Series 87, Analytics, Forecasting, Supply Chain, Supply Chain Management, Supply Chain..., Business Process..., Strategic Sourcing, Process Improvement, Operations Management, Six Sigma, Competitive Analysis, Logistics, Consumer Products, Change Management, Pricing, SAP, Strategic Planning, Strategy, Mergers, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Georgia Institute of Technology 1994 — 2000
BSIE
Fritts Family Chiropractic January 2010 - Present
CNET Networks January 2000 - March 2003
Lazard Asset Management May 1998 - January 2000
Skills
Teaching, Strategic Planning, Product Development, Social Media, Leadership, Chiropractic, Blogging, Healthcare, Research, Social Media Marketing, Spine, Microsoft Office, Entrepreneurship, Marketing Strategy, Public Speaking, Customer Service
Education
Life University 2004 — 2007
Doctorate - DC, Chiropractic
University of Arizona 1991 — 1996
BA, Communication
Loomis Chaffee School 1987 — 1991
Diploma, Liberal Arts Education
Robert Wood Johnson Foundation July 2006 - Present
Lazard Asset Management 2001 - 2006
Education
University of St. Andrews 1993 — 1997
Hamilton College 1992 — 1993
The Madeira School 1989 — 1992
oak knoll
oak knoll
Welton Investment Partners Managing Director - Head of Distribution for Barclays Funds & Advisory-AmericasBarclaysSeptember 2010 - March 2014
Harbert Management Corporation June 2007 - September 2010
Merrill Lynch Investment Managers 2002 - December 2006
Husic Capital Management September 1999 - January 2002
Cowen & Company 1997 - 1999
Lazard Asset Management 1992 - 1997
Skills
Asset Management, Hedge Funds, Alternative Investments, Client Service, Asset Allocation, Private Equity, Series 7, Institutional, Mutual Funds, Venture Capital, New Business Development, Asset Managment, Equities, Financial Services, Investments, Institutional..., Investment Management, Fixed Income, Bloomberg, Investment Strategies, Pensions, Pension Funds, Fund Of Funds, Securities, Emerging Markets, Funding, Bonds, Financial Advisory, Capital Markets, Structured Products, Investment Advisory, Portfolio Management, Options, ETFs, Derivatives, Investor Relations
Education
Indiana University Bloomington 1976 — 1980
BS
Legg Mason October 2010 - Present
Neuberger Berman January 2009 - November 2010
Neuberger Berman April 2006 - December 2008
Lazard Asset Management August 2004 - April 2006
Skills
Mutual Funds, Financial Services, Fixed Annuities, Retirement, FINRA
Education
Loyola University Maryland 2000 — 2004
Lazard Asset Management August 2005 - Present
Alliance Capital Management July 2004 - July 2005
Skills
Financial Analysis, Alternative Investments
Education
Loyola College in Maryland 2000 — 2004
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Foundation Title July 2007 - Present
RGS Title, LLC August 2004 - May 2007
Lazard Asset Management September 1999 - April 2002
Education
Fairfield University 1995 — 1999
B.S., Marketing
University of Limerick 1998 — 1998
Indipendent Study, Marketing
Gonzaga College High School 1992 — 1995
Meteora Partners LLC May 2005 - Present
GAM November 1993 - June 2005
GAM USA Inc. 1993 - 2005
Lazard Asset Management October 1991 - November 1993
J&W Seligman & Co Inc 1977 - 1991
Skills
Compliance, Hedge Funds, Due Diligence, Accounting
Education
Manhattan College 1973 — 1977
BS, Accounting
Lazard Asset Management 1995 - Present
Skills
Investments, Investment Management, Mutual Funds, Hedge Funds, Asset Management, Equities, Asset Managment, Asset Allocation, Alternative Investments, Portfolio Management, Series 7, FINRA, Fund Of Funds, Investment Advisory, Financial Markets, ETFs, Wealth Management, Series 63, Institutional...
Education
Fairfield University 1990 — 1994
Bachelor of Arts, Political Science
New York University - Leonard N. Stern School of Business
MBA, Finance & Marketing
J&W Seligman August 2007 - May 2009
BLX 2004 - 2007
Weston Capital Management June 2003 - January 2004
Lazard Asset Management 2000 - 2002
Education
Indiana University Bloomington 1999 — 2003
York Capital Management July 2013 - Present
Allianz Global Investors Fund Management LLC June 2010 - April 2013
Bear Stearns Asset Management May 2007 - April 2009
Bear Stearns Asset Management March 2004 - April 2007
MEAG AG (formerly Munich Re Capital Management) January 2003 - March 2004
Lazard Asset Management April 1999 - January 2003
Skills
Alternative Investments, Asset Management, Auditing, Equities, Fixed Income, Investment Management, Management, Securities, Series 7, Asset Managment, Capital Markets, Derivatives, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Private Equity
Education
Fordham University
Morgan Stanley & Co. February 2009 - Present
Lazard Asset Management May 2008 - August 2008
Lazard Asset Management May 2007 - August 2007
Skills
Investments, Risk Management, MBS, Structured Products, Bonds, High Yield, Portfolio Optimization, ETFs, Portfolio Management, Investment Banking, Bloomberg
Education
Lehigh University - College of Business and Economics 2005 — 2008
Bachelor of Science (B.S.), Finance & Economics
Lazard Asset Management October 2012 - Present
Morgan Stanley 2007 - October 2012
Morgan Stanley October 2000 - November 2007
Skills
Web Design, Product Management, CRM software, Telephony Systems, Business Analysis, Microsoft Office 2007, Functional..., User Experience, Requirements Gathering, Project Governance, Client Relationship..., Business Intelligence..., Relational Databases, Process Improvement, SharePoint, Documentum, Enterprise Content..., User Acceptance Testing, People Management, Full SDLC, Software Project..., Quality Center, BRD, Vignette Portal, Business Objects, CRM, Management, Program Management, Strategy, Mobile Devices, SDLC, Vendor Management, Business Requirements, Project Management
Education
Pace University - Lubin School of Business 1995 — 1997
M.B.A., Information Systems
Fordham University 1988 — 1992
B.S.
LPS Partners, Inc. August 2012 - March 2014
Chapdelaine Tullet Prebon, Inc. May 2009 - July 2012
Creditex Group Inc. October 2006 - October 2008
Tullett Prebon April 1996 - October 2006
Lazard Asset Management October 1994 - March 1995
Wertheim Schroeder Securities, Inc. January 1994 - October 1994
Kidder Peabody June 1992 - January 1994
RMJ Securities Japan December 1989 - October 1990
Prudential Bache Securities October 1987 - November 1989
Prudential Bache Securities February 1985 - October 1987
Skills
Fixed Income, Financial Markets
Education
Fordham University - Graduate School of Business Administration 1991 — 1992
Master of Business Administration (MBA), Finance
St. Francis College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Fordham University 1978 — 1981
Liberal Arts
Xavier H.S. 1974 — 1978
College Prep
Independent Consultancy August 2008 - Present
Chocolat Moderne October 2003 - May 2008
Chocolat Moderne October 2003 - May 2008
Allegheny Energy July 2001 - June 2002
Allegheny Energy Global Markets 2001 - 2002
Lazard Asset Management March 1997 - September 2000
Lehman Brothers May 1991 - March 1995
Skills
Enterprise Architecture, IT Strategy, SDLC, Vendor Management, Process Improvement, Unix, Integration, Enterprise Software, IT Service Management, Troubleshooting, Management, E-commerce, CRM, Solaris, Business Process, Security
Education
New York University
B.A., Computer Science
New York University - Leonard N. Stern School of Business
N/A, Finance and International Business
Saint Clement Ukrainian Catholic University in Rome, Italy.
Lazard Asset Management March 2001 - June 2015
Sungard March 1998 - March 2001
JP Morgan January 1985 - January 1998
Fiduciary Trust Comapny January 1981 - January 1985
Skills
Portfolio Management, GIPS Compliance, Project Management, Investments, Performance Analysis, Investment Management, Performance Measurement, Equities, Fixed Income, Asset Allocation, Mutual Funds, Hedge Funds, Securities, Asset Management, Alternative Investments, Bloomberg, Financial Services
Education
New York University 1978 — 1982
Master's degree, Social Sciences
Western New England College 1972 — 1976
Bachelor's degree, Social Sciences
DST Systems May 2005 - Present
Mercantile Bank February 2002 - February 2004
ING Funds May 1998 - January 2001
Lazard Asset Management October 1995 - May 1998
Furman Selz March 1988 - October 1996
Skills
Finance, Retirement, Team Leadership, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Strategic Planning, Relationship Management, Series 63, Customer Service, Project Management, Investments, 401k, Business Analysis, CRM, Call Centers, Investment Management, Portfolio Management, Risk Management, Securities, Series 6, Series 7, Asset Management, Equities, Alternative Investments, Wealth Management, Management
Education
Northeastern University
New Providence Asset Management June 2014 - Present
Oakum Bay Capital 2012 - July 2013
York Capital Management May 2003 - March 2012
Lazard Asset Management September 2001 - May 2003
ScudderWeiselCapital May 2000 - March 2001
Bessemer Trust Company May 1993 - May 2000
Education
Hobart and William Smith Colleges 1980 — 1984
BA, History
The Loomis Chaffee School
Bridget Fagan January 2007 - Present
John Wiley and Sons October 2005 - March 2007
Primedia January 2005 - October 2005
Lazard Asset Management July 2001 - April 2003
Young & Rubicam June 1999 - July 2001
Education
Iona College 1995 — 1999
BA, Mass Communications
Lazard Asset Management May 2015 - Present
Perella Weinberg Partners September 2014 - March 2015
Perella Weinberg Partners October 2012 - August 2014
RBC Capital Markets September 2011 - October 2012
RBC Capital Markets June 2009 - December 2011
KBC Financial Products May 2007 - January 2009
Citigroup 2004 - 2004
Skills
Hedge Funds, Derivatives, Capital Markets, Structured Products, Valuation, Alternative Investments
Education
New York University 2004 — 2007
BA, Economics
AIG January 2013 - Present
RMS September 2009 - January 2013
RMS April 2008 - September 2009
BNP Paribas October 2006 - March 2008
Lazard Asset Management August 2004 - October 2006
SAIC October 2000 - August 2004
Skills
Agile Methodologies, Reinsurance, Product Management, Product Marketing
Education
Massachusetts Institute of Technology 1997 — 1999
Master's Degree, Civil and Environmental Engineering, 5.0
Penn State University 1993 — 1997
Bachelor's Degree, Meteorology and Mathematics, 3.93/4.0
Lazard Asset Management October 2000 - Present
Credit Suisse October 1996 - September 2000
Education
Long Island University, C.W. Post Campus 1994 — 1996
BS, Accounting
Suffolk County Community College 1992 — 1994
AS, Accounting
Strategas Research Partners January 2010 - Present
Lazard Asset Management September 2007 - December 2009
Education
Fairfield University
BA Economics
St. John's HS
NYC Department of Education April 2009 - Present
Fairfield Greenwich Group October 2008 - January 2009
Lazard Asset Management March 2000 - September 2008
Skills
Marketing Communications, Media Relations, Financial Services, Hedge Funds, Project Management, Marketing, PowerPoint
Education
Hampton University
BA, Communications / Mass Media
Hampton University
Bachelor's degree, Communication and Media Studies
Macquarie Group October 2010 - Present
Stetson Street Partners March 2009 - August 2010
Lazard Asset Management 2001 - 2008
Coatue Capital LLC 1999 - 2001
Salomon Brothers 1995 - 1998
Skills
Valuation, Hedge Funds, Equities, Financial Modeling, Portfolio Management, Capital Markets, Private Equity, Investment Banking, Equity Research, Asset Management, Investments
Education
Duke University 1991 — 1995
BA, History, Middle East and European policy
Lazard Asset Management September 2003 - Present
JP Morgan Chase 2002 - 2003
Brown Brothers Harriman - Private Bank/Financial 2000 - 2001
Merril Lynch 1996 - 1997
AT&T Bell Labs 1991 - 1993
Skills
Trading Systems, Asset Management, Equities, Fixed Income, Portfolio Management, SQL, Market Data, Trading, Sybase, Order Management, Unix, Perl, Solaris, Software Development, Wealth Management, Compliance, Web Services, C++, Asset Managment, Equity Derivatives
Education
New Jersey Institute of Technology 1988 — 1991
MS, Computer Sciences
Osmania University 1983 — 1987
Bachelor of Engineering, Civil Engineering
St. Joseph's Junior College, Hyderabad, India 1981 — 1983
Math, Physics, Chemistry, Language arts
Little Flower High School, Hyderabad, India 1969 — 1981
SSC
Aon Hewitt Investment Consulting January 2010 - Present
RogersCasey October 2000 - December 2009
Lazard Asset Management May 1996 - October 2000
Scudder Investments February 1993 - May 1996
AXA Equitable September 1990 - February 1993
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Equities, Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Structured Finance International (SFI) August 2009 - Present
Castle Tower Consulting, LLC August 2009 - Present
Fortis Bank December 2006 - August 2009
Lazard Asset Management December 2005 - December 2006
Maersk Line July 2004 - December 2005
Education
Indiana University Bloomington 1999 — 2004
BS, Accounting, Finance, Intern'l Business
Douglass Winthrop Advisors August 2010 - Present
Nicholas Advisors, Inc May 2002 - July 2010
Lazard Asset Management 1997 - 1999
Nicholas Advisors, Inc 1995 - 1997
Skills
Hedge Funds, Portfolio Management, Investments, Asset Management, Asset Managment, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2000 — 2001
MBA
University of Vermont 1990 — 1994
BS, SBM
The Taft School 1987 — 1990
Eaglebrook 1985 — 1987
St David's
Addison October 2013 - Present
Wechsler Ross & Partners November 2011 - October 2013
Prudential Financial July 2010 - July 2011
Lazard Asset Management 2005 - 2009
DeSola Group 1995 - 2002
Skills
Strategy, Marketing, CRM, Marketing Communications, Negotiation, Financial Services, Product Development, Marketing Strategy, Strategic Planning, Management, Presenter, Digital Marketing, Integrated Marketing, New Business Development, Business Development, Team Building, Mergers & Acquisitions, Product Marketing, Corporate Branding, Advertising, Management Consulting, Business Strategy, Investments, Social Media, Leadership, Corporate Communications
Education
London School of Economics and Political Science
Business Administration and Management, Course Cert
Iona College
Bachelor of Arts (B.A.)
American Express August 2015 - Present
American Express September 2013 - Present
The Boston Consulting Group June 2012 - August 2012
Citi August 2009 - June 2011
Citi July 2008 - August 2009
Lazard Asset Management June 2007 - August 2007
Lazard Asset Management June 2006 - August 2006
Skills
Strategic Planning, Financial Analysis, Project Coordination, Strategy, Analysis, Finance, Leadership, Research, Financial Modeling, Valuation, Investments, Due Diligence, Consulting, Management Consulting, Mergers & Acquisitions, Corporate Finance, Management, Analytics, Data Analysis
Education
Harvard Business School 2011 — 2013
MBA, Strategy & Operations, General Management
Yale University 2004 — 2008
B.A., Economics, Political Science
Raging Capital Management, LLC April 2014 - Present
Dreman Value Management October 2007 - March 2014
Lazard Asset Management June 2004 - October 2007
Skills
Equities, ADRs, Hedge Funds, Trading, FX trading, Bloomberg, Microsoft Excel, Asset Managment
Education
Northeastern University 2000 — 2004
Bachelor, Finance and Marketing
Market Technicians Association 2011 — 2013
CMT
ZAIS Group, LLC June 2014 - Present
ZAIS Group, LLC January 2007 - June 2014
Lazard Asset Management October 2004 - August 2006
Christie's August 2002 - October 2004
Christie's August 2000 - October 2004
Skills
Crystal Reports, Derivatives
Education
North Carolina State University - College of Management 1996 — 2000
Bachelor of Science, Finance
Lazard Asset Management November 2013 - Present
Morgan Stanley Wealth Management May 2011 - November 2013
Morgan Stanley Smith Barney September 2009 - May 2011
Douglaston Yacht Club June 2007 - September 2009
Skills
Financial Services, Financial Analysis, Business Development, Risk Management, Relationship Management, Strategic Planning, Business Strategy, Business Analysis, Vendor Management
Education
James Madison University 2002 — 2006
BA, Management
Lazard Asset Management DirectorDeutsche Bank1996 - 2001
Bank of America NT&SA May 1995 - August 1996
Fleet Financial Group January 1991 - May 1995
Skills
Capital Markets, Fixed Income, Hedge Funds, Investments, Portfolio Management, Investment Banking, Financial Modeling
Education
Harvard University, John F. Kennedy School of Government 1990 — 1992
MPPPP, Public Policy
Duke University 1987 — 1990
Bachelor of Arts (B.A.), Economics and Public Policy
Lazard Asset Management December 2002 - Present
Education
Hofstra University
Accounting
New York University - Leonard N. Stern School of Business
Lazard Asset Management October 2007 - Present
Ryan Beck & Co. September 2002 - October 2007
Oppenheimer & Co.(formerly Josephthal & Co.) October 1998 - January 2002
Skills
Equities, Mutual Funds, Asset Managment, Alternative Investments, Bloomberg, Fixed Income, Trading Systems, Asset Allocation, Portfolio Management, Investments, Middle Office, Bloomberg Terminal, Asset Management, Financial Services, Investment Management, Investor Relations, Series 7, Hedge Funds
Education
Long Island University, Brooklyn Campus
Pharmacy
School name:
Putnam Investments January 2015 - Present
Lazard Asset Management 2009 - 2014
Citigroup Alternative Investments 2007 - 2008
Renaissance Technologies Corp. 2005 - 2007
Skills
Series 63, Investment Banking, Alternative Investments, Financial Modeling, Management, Fund Of Funds, Institutional..., Bonds, Hedge Funds, Risk Management, Asset Management, Financial Analysis
Education
Lake Forest College
Bachelor's Degree
Hampton Home Productions January 2008 - Present
Senetek PLC 1999 - 2008
Fire Island Mermaids 1989 - 1994
Lazard Asset Management 1984 - 1987
Skills
Estate Management, Residential Design, Residential Renovation..., Customer Service, Marketing, Social Media, Strategic Planning, New Business Development, Public Relations, Management, Sales, Contract Negotiation, Residential Homes, Social Media Marketing, Small Business, E-commerce, SEO, Renovation, Property Management, Negotiation, Construction
Education
Stony Brook University
New York University
Lazard Asset Management October 2010 - Present
Moody's Investors Service August 2002 - September 2010
Moody's Investors Service 2002 - 2010
IDEAglobal September 1999 - August 2002
Instituto Peruano de Economía July 1997 - August 1997
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Global Business and Financial Instruments
Ithaca College
Bachelor of Arts, Economics
Lazard Asset Management 2006 - Present
ING Investment Management 2005 - 2006
Fiduciary Trust Company 2002 - 2005
Forsyth Capital Management 2000 - 2001
Morgan Stanley 1993 - 2000
Baring Securities 1989 - 1993
New United Motors Manufacturing Inc 1984 - 1986
Skills
Equity Research, Equities, Investment Management, Asset Managment, Valuation, Portfolio Management, Investments, Asset Allocation, Bloomberg, Financial Modeling
Education
Harvard University
MA, East Asian Studies
University of California, Berkeley
BA, Japanese
Lazard Asset Management September 2014 - Present
OppenheimerFunds July 2012 - September 2014
Simpson Capital April 2010 - July 2012
Skills
Alternative Investments, Bloomberg, Derivatives, Equities, Equity Trading, FX Options, Fixed Income, Hedging, Investments, Options, Options Strategies, Portfolio Management, Trading, Series 7, Proprietary Trading, Trading Systems, Electronic Trading, Asset Management
Education
James Madison University
Lazard Asset Management December 2013 - Present
Harding Loevner LP November 2011 - December 2013
Roosevelt & Cross Incorporated October 2010 - October 2011
Roosevelt & Cross June 2009 - August 2009
Jersey City Law Department June 2008 - August 2008
Skills
Presentation Development, Institutional..., Quantitative Analysis, High Net Worth..., Quantitative Research, Portfolio Management, Securities, Analysis, Chartered Financial..., Separately Managed..., Economics, Bloomberg, Investments, Leadership, Bonds, Finance, Management, Microsoft Excel, PowerPoint, Data Analysis, Mutual Funds, Series 7, Series 63, Tamale, Geneva, Salesforce.com, InDesign, Proxy Voting, Trading, Trading Systems, Moxy, UCITS, Wrap Accounts, Wholesale, Quantitative Analytics
Education
Lynchburg College 2006 — 2010
Bachelor of Arts, Financial Economics
Lazard Asset Management July 2012 - Present
J.P. Morgan October 2010 - June 2012
Citi January 2010 - July 2010
Skills
Microsoft Office, Asset Management, Investments, Accounting
Education
Mississippi State University - College of Business and Industry 2005 — 2010
International Business, Finance
Atelier Isabey April 2009 - Present
Lazard Asset Management 2001 - 2002
Education
Indiana University Bloomington
BS, Business
Lazard Asset Management May 2012 - Present
Lazard Asset Management August 2010 - May 2012
Debevoise & Plimpton August 2008 - August 2010
Skills
Portfolio Management, Alternative Investments, Bloomberg, Asset Management, Hedge Funds, Investments, Mergers & Acquisitions, Private Equity, Fixed Income, Due Diligence, Financial Modeling
Education
Franklin & Marshall College 2004 — 2008
Bachelor of Arts (B.A.), Political Science
Oxford University 2006 — 2007
Advanced Studies in England
Bronxville High School
Chilton Investment Company August 2008 - Present
Lazard Asset Management May 2001 - August 2008
Education
NYU
Apostolic Faith Church January 2013 - Present
Nyack University 2008 - 2011
Lazard Asset Management 2005 - 2009
Skills
Nonprofits, Public Speaking, Teaching, Fundraising, Community Outreach, Event Planning, Volunteer Management, Leadership Development, Preaching, Program Development, Theology, Research, PowerPoint, Biblical Studies, Microsoft Excel, Pastoral Care, Financial Analysis, Religion, Coaching, Non-profits, Investments, Finance, Microsoft Office
Education
Nyack College 2008 — 2011
Master of Divinity (M.Div.), Theological and Ministerial Studies
New York University 1993 — 1998
Bachelor of Arts (B.A.), Economics
State Street Bank August 2008 - September 2011
Lazard Asset Management October 2007 - August 2008
State Street Bank June 2005 - September 2007
Education
Johnson & Wales University
Bachelor of Science, Business Management; Finance
Wooster Capital April 2005 - Present
Lazard Asset Management April 1996 - April 2005
Skills
Asset Management, Hedge Funds, Equities, Bonds, Bloomberg, Fixed Income, Alternative Investments, Uniform Combined State..., Trading, Portfolio Management, Series 7, Investments, Derivatives, Capital Markets, Securities, Financial Markets, Options, Equity Trading
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance
Western Connecticut State University 1990 — 1994
BA, Business
Vestmark May 2013 - Present
Citi January 2006 - May 2013
Lazard Asset Management March 1994 - January 2006
Skills
Equities, Portfolio Management, Financial Services, Asset Management, Bloomberg, Securities, Investments, Financial Markets, Risk Management, Business Analysis
Education
Rutgers University 1990 — 1993
Bachelor of Arts (B.A.), Economics
Old Dominion University 1989 — 1990
BNP Paribas December 2012 - Present
Crédit Agricole Private Equity September 2011 - February 2012
LCL March 2010 - August 2010
Louis Dreyfus Investment Group March 2009 - August 2009
CIC June 2007 - July 2007
Lazard Asset Management June 2006 - July 2006
Skills
Financial Modeling, Investment Banking, Financial Analysis, Structured Finance, Corporate Finance, Leveraged Finance, Banque, Finance, Capital-investissement
Education
ESCP Europe 2010 — 2011
Mastère Spécialisé, Finance
Ecole supérieure des Sciences commerciales d'Angers 2005 — 2010
Master 2, Banque Finance
Sophia University 2008 — 2009
International Business and Development Studies
1919 Investment Counsel 2014 - Present
Legg Mason Investment Counsel 2003 - 2014
Lazard Asset Management 2002 - 2003
Moody's Corporation 2000 - 2002
Prudential Financial 1997 - 2000
Skills
Fixed Income, Portfolio Management
Education
Loyola University Maryland
Master of Business Administration (M.B.A.)
University of Maryland, College Park
Bachelor of Arts (B.A.), Economics
City National Bank November 2013 - Present
BM Armand Consulting April 2011 - Present
Lehman Brothers/Barclays Capital 2007 - 2011
MD Sass 2003 - 2007
Lazard Asset Management 2000 - 2003
Bank of New York 1998 - 2000
Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, Financial Accounting, Internal Controls, Corporate Finance, GAAP, Account Reconciliation, Finance, General Ledger, Financial Audits, Microsoft Excel, Forecasting, QuickBooks, Risk Management, Cash Flow, US GAAP, Tax Preparation, Income Tax, Variance Analysis, Financial Statements, CPA
Education
Long Island University, Brooklyn Campus
Master of Science (MS), Accounting
Goldman Sachs August 2010 - Present
Capco December 2009 - August 2010
Dresdner Kleinwort Wasserstein August 2008 - December 2009
UBS June 2006 - August 2008
Deutsche Bank March 2002 - June 2006
Lazard Asset Management October 1997 - June 2002
Skills
Risk Management, Derivatives, Business Analysis, Tax, Tax Advisory, International Tax, Tax Treaties, International Tax..., FATCA, Cost Basis Reporting, Alternative, Transaction Tax, Business Strategy, New Business Development, Relationship Management, Business Requirements, Business Process..., Change Management, Project Management, Agile Project Management, Corporate Actions, Class Actions, Operations Management, Team Leadership, Process Improvement, Regulatory Requirements, Business Continuity, Asset Management, Mentoring, Recruiting, Management Consulting, Global Custody, Financial Markets, Accounting, Lean Management, Six Sigma, Signavio, Blueprint
Education
Long Island University, Brooklyn Campus 2006 — 2008
Master of Business Administration (MBA), Taxation
St. John's University 1997 — 2002
Bachelor of Science (BS), Accounting and Finance