Lord, Abbett & Co.
Industry: Private investment management company
DescriptionLord, Abbett & Co. LLC is an independent, privately held investment manager headquartered in Jersey City, New Jersey. The firm offers a variety of fixed−income and equity strategies to individual and institutional investors. Headquarters: Jersey City, NJ Founded: 1929 Key person: Daria L. Foster Subsidiaries: Lord Abbett Distributor LLC, Lord Abbett Limited, Type of business: Privately held company
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Lord, Abbett & Co. Employees
John Hancock Investments May 2013 - Present
Lord, Abbett & Co. 2008 - May 2013
Dreyfus 1997 - 2008
Education
Fordham Gabelli School of Business 2006 — 2008
MBA
Fairfield University 1993 — 1997
BS, Marketing, Finance
Chaminade High School 1989 — 1993
College/University Preparatory and Advanced High School/Secondary Diploma Program
ADT Security Services March 2013 - Present
Killiskey Media, Ltd October 2010 - August 2015
Reach Media Group March 2010 - September 2010
Fox Soccer Channel August 2007 - July 2009
Fox Sports International February 2004 - August 2007
Datalocator October 2002 - February 2004
Deutsche Bank March 2001 - May 2002
Deutsche Bank January 1998 - March 2001
Lord, Abbett & Co. January 1995 - October 1997
Smith Barney November 1992 - January 1995
Skills
Marketing, Account Management, Sales, Product Development, Digital Media, New Media, Sponsorship, Integrated Marketing, Digital Marketing, Broadcast, Television, Advertising, Online Advertising, Advertising Sales, Sports, Management, E-commerce, Video, CRM, Mobile Devices
Education
Adelphi University 1987 — 1990
BA, Communications
York Prep High School
Lord, Abbett & Co. 2000 - Present
Education
Rutgers University 1988 — 1992
Bachelor of Science, Accounting
JPMorgan Chase September 2013 - Present
Univision – Kanban Solutions – Fiserv February 2012 - September 2013
Lord Abbett & Co 2005 - 2012
Lord, Abbett & Co. 2005 - 2012
Sakonnet Technology 2004 - 2005
Medsite (acquired by WebMD Health Corp.) 2002 - 2003
Pfizer, Inc. 2002 - 2002
Winstar Communications 2000 - 2001
J.P. Morgan & Co. (merged into JPMorgan Chase & Co.) 1996 - 2000
Comtex Systems 1992 - 1996
Skills
Business Analysis, Project Management, Vendor Management, Risk Management, Business Intelligence, Product Management, Program Management, Quality Assurance, Business Process..., Change Management, PMP, Digital Strategy, Social Media Measurement, Digital Marketing, Web Project Management, SEO, Requirements Analysis, Liaison, Operational Requirements, Agile & Waterfall..., Data Modeling, Off-shore Project..., ROI Analysis, Applications Software..., Best Practices, Release Management, Enterprise Content..., Change Control, Use Case Analysis, User Interface Design, Technical Vision, Full Life Cycle..., Team Leadership, Technical Project..., Test Scenarios, Performance Metrics, Mentoring, Program Implementation, Accounting, Documentations, CPA
Education
De La Salle University
BS, Accounting
De La Salle University
BA, Economics
NYU New York University – SCPS
Coursework, E-Commerce Brand / Relationship Marketing Advanced VB
Andersen Consulting – Intensive Coding Program
3-week Intensive, Coding Program
Rubrik, Inc. July 2015 - Present
Davis Polk & Wardwell LLP March 2010 - July 2015
Lord, Abbett & Co. June 2004 - February 2010
Misys Systems / IQ Financial March 2003 - June 2004
Fleet Boston Financial May 2000 - March 2003
Citigroup November 1998 - May 2000
Caspian Securities April 1996 - October 1998
Baring Asset Management 1993 - 1996
Bank of America 1991 - 1993
Skills
Data Warehousing, Disaster Recovery, Active Directory, Microsoft Exchange, VMware Infrastructure, Microsoft SQL Server, SDLC, Vendor Management, SharePoint, Solution Architecture, High Availability, Data Center, Business Continuity, ITIL, Security, Enterprise Architecture, IT Strategy, Storage Architecture, Server Architecture, EMC Storage, IT Operations, Windows Server, Storage Area Networks, Virtualization, VMware, SAN
Education
City University of New York-Herbert H. Lehman College 1989 — 1991
Queensborough Community College
Associate of Arts and Sciences (A.A.S.)
Lift Up Long Island September 2014 - Present
ATI Investment Consulting Inc May 2003 - Present
Real$martica, Inc. September 2009 - Present
J. & W. Seligman & Co. 1997 - 2003
J&W Seligman 1997 - 2003
Lord, Abbett & Co. 1990 - 1997
Skills
Investments, Mutual Funds, Asset Managment, Equities, Asset Allocation, Investment Management, Marketing Strategy, Wealth Management, Strategic Planning, Fixed Income, Securities, Investor Relations, Marketing, Asset Management, Financial Services, Insurance, Series 63, Start-ups, Retirement, Finance, Management
Education
Fairfield University 1983 — 1987
Bachelor of Arts (BA), English and Communications
Fairfield University 1983 — 1987
Bachelor of Arts (B.A.), English Writing/Communications
self employed owner of VoiceChick Productions LLC July 2006 - Present
New York LIfe Insurance Co. July 1998 - July 2007
Lord, Abbett & Co. 1997 - 1998
Alamo Rent a Car 1996 - 1998
Value Line 1995 - 1995
SunAmerica Asset Management 1994 - 1995
Skills
Broadcast, Voice Over, Radio, Sound, Audio Editing, Radio Advertising, Commercials, Television, Voice Acting, Entertainment, Acting, Creative Direction, Video, Podcasting, Editing, Documentaries, Radio Producing, Audio Books, Singing, Radio Broadcasting, Marketing, Sound Design, Multimedia, Audio Post Production, Comedy, Video Production, Proofreading, Recording, Video Editing, Voiceovers, Adobe Audition, Radio Host, Producing, Narrative
Education
University of Florida 1990 — 1994
BA, English
Cohen and Steers October 2014 - Present
Lord Abbett & Co. February 2008 - October 2014
Lord Abbett & Co. June 2005 - January 2008
Skills
Alternative Investments, Series 63, Separately Managed..., Mutual Funds, Series 7
Education
Villanova University 2001 — 2005
B.S., Marketing, International Business
SDA Bocconi 2004 — 2004
Study Abroad, Marketing, Economics
Università Cattolica del Sacro Cuore
Study Abroad, Italian
Lord Abbett & Co. October 2005 - Present
UBS April 2000 - October 2005
JPMorgan Chase April 1998 - April 2000
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Outlook, GTSS, Fx connect, SSCNet, SWIFT messaging, PAM for Securities, Windows 7, Fluent russian, Middle Office, MBS, Fixed Income, Derivatives, FX Derivatives, Exposure Assessment, Settlement, Collateral Management
Education
Hunter College 1994 — 1998
ACCOUNTING, BS, Accounting and Finance, Academic Dean’s List
Four Corners Tavern Group October 2003 - Present
Liberty Hampshire May 2000 - June 2003
Lord, Abbett & Co. June 1998 - May 2000
Skills
Sales, Marketing, Management, Customer Service, Investments, Event Planning, Marketing Strategy, Event Management, Finance, Sales Management
Education
Colgate University 1994 — 1998
BA, International Relations
ClearBridge Investments April 2012 - Present
Lord Abbett & Co. August 2001 - December 2011
Merrill Lynch Investment Management November 1999 - August 2001
New York Police Pension Fund October 1983 - July 1999
NYC Patrolmen's Benevolent Association February 1977 - June 1999
Skills
Series 7, Series 63, Institutional Sales, Pension Funds, Market Analysis, Investments, Alternative Investments, Portfolio Management, Uniform Combined State..., Mutual Funds, Hedge Funds, Fixed Income, Equities, Investment Management, Wealth Management, Asset Management, Institutional..., Securities, Asset Allocation, Asset Managment, Fund Of Funds, Investment Advisory, Investment Strategies, ETFs, 401k, Separately Managed..., Bonds, Series 65, Retirement, Bloomberg, Series 24, Financial Services, Capital Markets, Investor Relations, Equity Research, Pensions, Trading, Financial Markets, Options, FINRA, Institutional, Derivatives, Emerging Markets, Valuation, Relationship Management, Funding, Retirement Planning
Education
Pace University - Lubin School of Business 1981 — 1983
MS, Labor & Industrial Relations
Pace University 1977 — 1981
BS, Business
401k Masters℠ October 2013 - Present
Gebhardt Group, Inc. March 2014 - Present
Matthew Grishman, Inc. (MGI) October 2011 - Present
Gooderham, Grishman & Associates, LLC November 2011 - March 2014
MetLife October 2002 - October 2011
Putnam Retail Management March 2000 - October 2002
Lord Abbett & Co. May 1997 - March 2000
A. G Edwards & Sons, Inc. January 1995 - May 1997
Skills
Coaching, Public Speaking, Leadership, Retirement Planning, Strategic Financial..., Wealth Management, Creative Problem Solving, Connecting People, Team Building, Retirement Income..., Wealth Transfer, Value Propositions, Team Motivator, 401k, 403 b, 457 Plans, Series 7, Series 63, Series 65, Separately Managed..., Business Development, Training, Sales, Financial Planners, Life Insurance, Wealth, Succession Planning, Long-term Care, Series 24, Portfolio Management, Investment Advisory, Investments, Finance, Financial Advisory, Mutual Funds, Pensions, Retirement, Asset Allocation, Estate Planning, IRAs, Strategic Planning, Securities, Asset Management, Investment Strategies, Fixed Annuities, Alternative Investments, Financial Planning
Education
State University of New York at Albany 1990 — 1994
Bachelor of Arts, Political Science
Freelancer May 2014 - Present
Lord, Abbett & Co. July 2010 - January 2014
Sanford C. Bernstein June 2009 - August 2009
Bluefin Trading LLC May 2008 - August 2008
Skills
Investments, Bloomberg, Financial Modeling, Fixed Income, Valuation, Equity Research, Equities, Portfolio Management, Capital Markets, Bloomberg Terminal, Emerging Markets, Equity Valuation
Education
Columbia University in the City of New York 2006 — 2010
B.A., Double Major: Economics; Mathematics-Statistics, Summa Cum Laude (top 5%)
Peridrome Corporation February 2007 - Present
Lord Abbett & Co. February 2004 - February 2007
Wall Street Access November 1995 - November 2001
SCP Communications 1993 - 1995
Skills
IT Management, Financial Technology, Retail Brokerage, Enterprise Architecture, Software Design, Wealth Management, Call Center, IT Strategy, Brokers, Web Development, Personal Financial..., Startup Development, Community Organizing, Securities, Equities, Fixed Income, Asset Management, Investments, Call Centers, Financial Services, Portfolio Management, Options, Mutual Funds, Financial Advisory, Trading, Investment Management, FINRA, Investment Advisory, Alternative Investments, Asset Allocation, Separately Managed..., Investment Strategies, Strategic Financial..., Retirement Planning, Retirement, Hedge Funds, 401k, Wealth Management...
Education
City University of New York City College 1983 — 1986
BFA, Summa cum laude, Fine Arts
Bogan Associates, LLC January 2004 - Present
State Street Research (now BlackRock) 2003 - 2003
Putnam Investments 1994 - 1999
Lord Abbett & Co. 1988 - 1994
Alliance Capital Management (now AllianceBernstein) 1973 - 1988
W.E. Hutton & Co. 1969 - 1973
Trans World Airlines 1967 - 1969
US Navy 1965 - 1967
Skills
Global equity..., Asset Managment, Equities, Investments, Investment Management, Portfolio Management, Venture Capital, Hedge Funds, Valuation, Asset Management, Equity Research, Investment Strategies, Mutual Funds, Financial Modeling, Due Diligence, Alternative Investments, Strategy, Wealth Management, Private Equity, Mergers & Acquisitions, Investor Relations, Fixed Income, Asset Allocation, Corporate Finance, Management
Education
Massachusetts Institute of Technology
SB, Mechanical Engineering
Wharton School, University of Pennsylvania
MBA
Linde, Hansen & Co., LLC May 2012 - Present
Pacer Financial November 2008 - May 2012
Managers Investment Group February 2006 - June 2008
Lord, Abbett & Co. November 1998 - February 2006
Skills
Mutual Funds, ETFs, Annuities, IRA's, Stocks, Retirement Planning, 401k, Bonds, Retirement, Managed Accounts, Roth IRA, Separately Managed..., Asset Allocation, Equities, Alternative Investments, Fixed Annuities, 529 Plans, Financial Planning, Annuity, Investments, Investment Strategies, Rollovers, Securities, Indices
Education
Gettysburg College 1994 — 1998
B.A., Economics, Spanish
Park Ridge High School 1990 — 1994
Parsippany Tax And Accounting Corp. February 2010 - Present
Fairfield Greenwich Group December 2007 - December 2008
Lord Abbett & Co. April 2001 - September 2007
Dresndner Kleinwort January 1999 - April 2001
Powers & Dubin Asset Management co. December 1994 - January 1999
Abu Dhabi Investment Authority April 1989 - July 1992
Pannell Kerr Forster November 1982 - November 1988
Skills
Tax, Management Consulting, Hedge Funds, Small Business, GAAP, Financial Analysis, Financial Planning, Investments, Internal Controls, Accounting, Strategic Financial..., SEC filings, Accounts Receivable, Financial Reporting, Auditing, FBAR & OVDI Reporting, CPA, US GAAP
Education
American Institute of Certified Public Accountant 2009 — 2009
CPA, Accounting, Auditing and Tax
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance and Information Systems
Association of Chartered Certified Accountants 1989 — 1991
ACCA, Accounting
The Institute of Chartered Accountants of India 1978 — 1981
FCA, Accounting
Delhi University 1975 — 1978
B Com (Hons), Accounting, Economics, Mathematics
KPMG December 2013 - Present
Capco March 2013 - November 2013
Capco September 2010 - March 2013
One East Partners May 2006 - September 2010
G2 Systems, LLC September 2005 - May 2006
Lavish Consulting June 2003 - May 2006
National Securities Corporation May 2005 - December 2005
Chardan Capital Markets, LLC June 2003 - May 2005
Lord, Abbett & Co. May 2000 - June 2003
Brown Brothers Harriman & Co. September 1998 - May 2000
Skills
Equities, Hedge Funds, Capital Markets, Trading, Financial Services, Trading Systems, Portfolio Management, Financial Markets, Risk Management, Electronic Trading, Financial Modeling, Valuation, Prime Brokerage, Investments, Project Management, Securities, Fixed Income, Program Management, Management Consulting, Portfolio Optimization, Risk Analytics, Bonds, Financial Risk, Asset Allocation, Alternative Investments, Mutual Funds, Order Management, Derivatives, Finance, Options, FX Options, Equity Derivatives, Market Data, Axys, Investment Banking, High Frequency Trading, Electronic Trading..., Asset Backed Securities, Quantitative Modeling, VWAP, Quantitative Research, FIX, Advent Geneva, Order Management Systems, Equity Swaps, VBA, Modernist Cuisine, Programming Languages
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Columbia University in the City of New York 1987 — 1992
B.S., Computer Science
Groton School 1982 — 1987
HS Diploma, High School Diploma
International Culinary Center
French Cuisine, Modernist & French Cuisine
HUB International December 2014 - Present
Corporate Synergies Group January 2012 - December 2014
Ciro J. Giue March 2007 - December 2011
Colonial Life January 2010 - March 2011
Garfield Boys and Girls Club 2007 - December 2010
BNI 2007 - 2010
Fred Alger Management, Inc. September 2004 - March 2007
TIAA-CREF 2000 - 2004
Lord Abbett & Co. September 2002 - August 2003
JP Morgan Asset Management 1997 - 2000
Skills
Business Networking, Public Speaking, Negotiation, Employee Benefits, Health Insurance, Disability Insurance, Long-term Care, Dentistry, ERISA, Health Care Reform, Employee Wellness, Section 125 Plans, High Deductible Health..., Insurance, Affordable Care Act, Life Insurance, Retirement Planning, Mutual Funds, Human Resources, Finance, Investments, Brokers, Small Business, Risk Management, Securities, Financial Reporting, Strategic Financial..., Strategy, Financial Planners, Management, Access, Budgets, Financial Services, 401k, Health Savings Accounts, Asset Management, Financial Advisory, Estate Planning, Series 7, Long Term Care Insurance, Retirement, Term Life Insurance, Critical Illness, Executive Management, Benefits Administration, Series 63, Wealth Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance and International Business
Rutgers 1987 — 1991
BS, Accounting
Lord, Abbett & Co. July 2014 - Present
UBS Corporate Cash Management Group May 2013 - August 2013
UBS Wealth Management May 2012 - August 2012
Education
Auburn University 2010 — 2014
Honors College, Bachelor of Science in Business Administration in Finance
Woodward Academy 2006 — 2010
Kirkland & Ellis LLP November 2009 - Present
Efficiency Products LLC April 2008 - Present
Kirkland & Ellis LLP July 2007 - August 2007
Gunderson Dettmer May 2007 - June 2007
The Honorable Jack T. Camp, U.S. District Court (N.D. Ga.) May 2006 - August 2006
Self Employed April 1997 - August 2006
Southern Communication Volunteers d/b/a WEVL FM 89.9 September 2004 - July 2005
Pi Kappa Alpha Educational Foundation January 2003 - June 2005
Venture Capital Journal / Thomson Financial October 2000 - January 2003
Lord, Abbett & Co. July 1999 - October 2000
Education
University of Virginia Darden School of Business 2005 — 2009
JD/MBA
University of Virginia School of Law 2005 — 2009
JD/MBA
University of Oklahoma 1994 — 1998
BA
Auburn University 1993 — 1994
Royce & Associates October 2014 - Present
Lord Abbett & Co. LLC October 2012 - September 2014
Lord, Abbett & Co. October 2011 - October 2012
Lord Abbett 2007 - January 2012
Lord Abbett 2007 - 2009
Lord, Abbett & Co. LLC 2004 - 2007
Reuters 2002 - 2004
Lipper, A Thomson Reuters Company 1988 - 1998
Skills
Asset Allocation, Investments, Equities, Strategy, Portfolio Management, Alternative Investments, Mutual Funds, Fixed Income, Product Management, Series 7, Hedge Funds, Investment Management, Financial Services, Retirement, Asset Managment, Asset Management
Education
University of Pennsylvania - The Wharton School 1979 — 1983
B.S. in Economics, Finance and Marketing
The Pingry School
The Knight Agency 2004 - Present
Self-employed 2002 - Present
J. & W. Seligman & Co. July 1997 - September 2002
Lord, Abbett & Co. May 1996 - July 1997
Skills
Writing, Editing, Publishing, Sales, Editorial, Line Editing, Copy Editing, Proofreading, Fiction, Content Development, Corporate Communications, Freelance Writing, Feature Articles, Web Content, Online Publishing, Literature
Education
The University of Chicago 1986 — 1990
BA, English Language and Literature
University of Oxford 1989 — 1989
Modern British Novels
Healthios Capital Markets, LLC September 2014 - Present
Three Zero Three Capital Partners, LLC August 2012 - September 2014
Scully Capital Management April 2010 - June 2012
Lord, Abbett & Co. June 2003 - March 2010
Skills
Alternative Investments, Hedge Funds, Asset Managment, Asset Allocation, Series 7, Investment Strategies, Investments, Mutual Funds, Equities, Portfolio Management, Fixed Income, Investment Advisory, Series 24
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Economics
University of Illinois at Urbana-Champaign 1999 — 2003
BS, Mathematics, Economics
Peridrome Corporation February 2007 - Present
Lord Abbett & Co. 2004 - 2007
U.S. Trust 2004 - 2004
JP Morgan Chase – Investment Bank 2000 - 2003
KPMG Consulting 1998 - 2000
SIAC (American Stock Exchange) 1996 - 1998
EuroBrokers 1995 - 1996
Dendrite International Inc. 1989 - 1995
Education
Columbia University in the City of New York
MS
Eötvös Loránd University
MA, MS
Lord, Abbett & Co. May 2000 - Present
Nomura Capital Management August 1987 - December 1999
Manufacturers Hanover Investment Corp. September 1981 - August 1987
Skills
Asset Allocation, Capital Markets, Portfolio Management, Investments, Equities, Fixed Income, Research, Hedge Funds, Trading, Financial Markets, Investment Strategies, Equity Research, Asset Management, Bloomberg, Economics, Public Speaking, Alternative Investments, Valuation, Investment Management, Mutual Funds, Financial Modeling, Bonds, Derivatives, Emerging Markets, Equity Valuation, Investment Advisory, Securities
Education
University of Birmingham 1969 — 1970
M.Soc.Sc., Mathematical Economics
University at Buffalo 1966 — 1969
BA, Economics/Mathematics
Rensselaer Polytechnic Institute 1965 — 1966
N/A, Engineering
Lord, Abbett & Co. September 2009 - February 2012
Lord, Abbett & Co. July 1999 - August 2009
Scudder Investments September 1996 - June 1999
Skills
Series 24, 7, 63, 65, Mutual Funds, Asset Management, Investment Strategies, Fixed Income, Due Diligence, Product Management, Equities, Separately Managed..., Series 7, Alternative Investments, Financial Services, Investments, Hedge Funds, Asset Managment, Investment Advisory, Portfolio Management, Marketing Communications, Risk Management, Asset Allocation, Securities, Series 63, Vendor Management, Marketing
Education
University of Maine 1991 — 1996
Legg Mason Global Asset Management April 2011 - Present
Lord, Abbett & Co. September 2006 - April 2011
Financial Industry Regulatory Authority (FINRA) (f/k/a NASD Regulation) 2000 - 2006
Skills
Series 7, Asset Management, Mutual Funds
Education
Brooklyn Law School 1993 — 1998
Villanova University 1989 — 1993
BA, Political Science
BNY Mellon Capital Markets July 2009 - Present
DEPFA Bank March 2005 - July 2009
Credit Suisse 2002 - 2005
Lord Abbett & Co. July 2000 - July 2002
Education
St. Lawrence University 1996 — 2000
Morgan Stanley 2013 - Present
Morgan Stanley 2009 - Present
Merrill Lynch 2006 - 2009
Standard & Poor's 2002 - 2006
Lord, Abbett & Co. 1999 - 2002
TechHackers 1997 - 1999
Skills
Fixed Income, Financial Modeling, Derivatives, Capital Markets, Quantitative Finance, Financial Services, Credit Derivatives, Credit Risk, Risk Management, Investments, Machine Learning, Investment Banking, Equities, Financial Risk, Analytics, Asset Allocation, Credit, Market Risk, Portfolio Management, CCAR
Education
The Martin Luther University of Halle-Wittenberg 1985 — 1993
Ph.D., Physics
Lord, Abbett & Co. April 2007 - Present
OppenheimerFunds, Inc. March 2006 - March 2007
Skadden, Arps June 2002 - March 2006
Morgan Stanley October 2000 - September 2001
United Jewish Appeal Federation November 1997 - August 2000
United Jewish Appeal Federation May 1998 - November 1998
Education
New York University 1997 — 2002
New York University
of Arts & Science B.A, Psychology
EisnerAmper LLP December 2013 - Present
Deloitte December 2011 - December 2013
Lord, Abbett & Co. November 2009 - October 2011
BDO Seidman, LLP December 2007 - October 2009
Resources Global Professionals March 2006 - November 2007
KPMG February 2003 - February 2006
Deloitte September 1992 - February 2003
Skills
Sarbanes-Oxley Act, Hedge Funds, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, SEC filings, Corporate Finance, Management, Due Diligence, Finance, Auditing
Education
Hofstra University
MBA, Accounting
Villanova University
BS, Finance
J.P. Morgan Asset Management September 2013 - Present
Dreyfus January 2013 - September 2013
Dreyfus March 2006 - January 2013
Lord, Abbett & Co. 2002 - 2006
Skills
Series 7, Mutual Funds, Sales Management, Series 66, Coaching, Series 24, Asset Allocation, Uniform Combined State..., Series 63, Alternative Investments, Separately Managed..., Securities, ETFs, Investment Strategies, Series 65, Investment Advisory, Wealth Management, Series 6, Asset Management, FINRA
Education
Muhlenberg College 1998 — 2002
B.A., Economics & Polical Science
Brown Brothers Harriman January 2015 - Present
Lord Abbett & Co. January 2004 - August 2014
New York Life Investment Management May 2000 - January 2004
Warburg Pincus/Credit Suisse Asset Management April 1997 - May 2000
Chase Asset Management Inc. January 1995 - April 1997
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments, Alternative Investments, Securities, Asset Allocation, Series 7, Bloomberg, Auditing, Investment Advisory, Derivatives, Financial Services, Bonds, Series 63, Hedge Funds, Investment Management, Asset Managment
Education
Richard Stockton College of New Jersey
Bachelor of Arts (BA), Business - Finance Concentration
Mass Mutual Financial Group May 2006 - Present
Rick Zgonina Consulting January 2002 - May 2006
Nike Securities L. P. November 1999 - November 2001
Lord Abbett & Co. May 1998 - October 1999
SunAmerica July 1996 - April 1998
Van Kampen Funds 1986 - 1996
Kemper Financial Services January 1985 - May 1986
Kemper Financial Services April 1980 - January 1985
Education
Benedictine University
BA, Business Economics
Lord, Abbett & Co. December 2010 - Present
Lord Abbett April 2005 - December 2010
Lord Abbett June 2003 - April 2005
Lord, Abbett & Co June 2001 - June 2003
Prudential Securities January 1999 - June 2001
Education
Montclair State University 1993 — 1997
BA, Political Science
Hartford Investment Management June 2011 - Present
Brown Brothers Harriman January 2005 - May 2011
Lord Abbett & Co. October 2000 - December 2004
Skills
Fixed Income, Risk Management, Trading, Performance Attribution, Structured Finance
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA
Baron Capital May 2011 - Present
Lord, Abbett & Co. January 2008 - April 2011
Calyon Financial July 2006 - January 2008
Chase January 2004 - July 2006
Skills
Bloomberg Terminal, Portfolio Management, Mutual Funds, Valuation, Statistics, Analysis, Analytics
Education
Pace University 2001 — 2003
BBA, Finance, Economics
Lord, Abbett & Co. October 1990 - September 2014
Education
Columbia University in the City of New York
Master of Science (MS), Engineering
New York University, Stern School of Business
Master of Business Administration (MBA), Finance
Syracuse University
Bachelor of Science (BS), Engineering