Neuberger Berman
Neuberger Berman is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals. Assets under management: 304 billion USD (June 2018) Headquarters: New York City, New York, United States Founded: 1939 Founders: Roy Neuberger, Robert Berman Parent organization: Neuberger Berman Group LLC Subsidiaries: Neuberger Berman Pty Ltd,
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Neuberger Berman Employees
Federal Reserve Bank of New York June 2015 - Present
The Federal Reserve Bank of New York 2005 - Present
Federal Reserve Bank of NY February 2013 - June 2015
Citigroup Inc. February 2003 - June 2005
Neuberger Berman 2003 - 2004
JP Morgan Chase March 2001 - February 2003
Skills
Banking, Financial Analysis, Financial Risk, Financial Services, Risk Management, Credit, Credit Analysis, Credit Risk, Process Improvement, Portfolio Management, AML, Insurance, Enterprise Risk..., Finance, Business Process, Analysis, Business Process..., Program Management, Management, Strategic Financial..., Leadership, Integration, Operational Risk..., Financial Planning
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA)
New York Institute of Finance 1999 — 2000
Certificate
City University of New York-Baruch College 1990 — 1994
BBA
Frankfield High School
Certificate
Edelman March 2014 - Present
Larkin Street Design June 2010 - Present
Fair Trade USA September 2013 - October 2013
Emerge Studio, City College of San Francisco August 2012 - May 2013
Paw Loyalty January 2012 - October 2012
Neuberger Berman October 2006 - August 2010
Skills
Adobe InDesign, Adobe Illustrator, Adobe Photoshop, InDesign, Photoshop, Illustrator, Marketing, Adobe Creative Suite, WordPress, Newsletters, Graphic Design, Creativity, Graphics, Business Cards, Mac, Direct Mail, Illustration, Social Media, Logo Design
Education
American University 2002 — 2006
Bachelor of Arts, Studio Arts
City College of San Francisco 2010 — 2013
Web Design and Graphics Certificate, Production Art Certificate, Graphic Design, Cumulative 4.0 GPA
UBS Wealth Management October 2014 - Present
Morgan Stanley January 2009 - October 2014
Merrill Lynch Global Wealth Management January 2005 - January 2009
Neuberger Berman February 2001 - January 2005
Lehman Brothers July 1988 - September 1992
Skills
Investments, Portfolio Management, Asset Allocation, Securities, Finance, Wealth Management, Equities, Investment Management, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Capital Markets, Valuation, Risk Management, Investment Advisory, Financial Analysis, Series 63, Asset Management, Wealth, Collaborative Learning, Investment Banking
Education
Barnard College 1981 — 1985
Bachelor of Arts (B.A.), Urban Studies/Affairs
Citi February 2014 - Present
National Grid January 2012 - February 2014
Neuberger Berman June 2013 - August 2013
Shanghai Jiao Tong University July 2011 - August 2011
Skills
Investment Management, Portfolio Management, Asset Allocation, Pension Funds, Retirement Planning, Microsoft Excel, VBA, PeopleSoft, Oracle, SAP, Everest
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Brooklyn Technical High School
K. D. Clewley Capital Management January 2006 - Present
Kevin Clewley Investment Management 1999 - 2005
Scudder Stevens and Clark 1996 - 1998
Neuberger Berman 1987 - 1996
Skills
Portfolio Management, Investments, Asset Allocation, Economics, Asset Management, Bonds, Financial Modeling, Investment Strategies, Equities, Investment Management, Wealth Management, Financial Advisory, Emerging Markets, Fixed Income, Risk Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Babson College 1976 — 1980
B.S., Finance
Montpelier High School 1972 — 1976
SPHERE Technology Solutions September 2014 - Present
Sapphire Bliss January 2012 - Present
Barclays November 2012 - September 2014
Barclays Capital September 2008 - November 2012
Lehman Brothers April 2007 - August 2008
Lehman Brothers August 2006 - April 2007
Lehman Brothers February 2004 - August 2006
Neuberger Berman January 1998 - February 2004
Neuberger Berman January 1997 - January 1998
Neuberger Berman July 1996 - January 1998
Skills
Project Management, Security, Windows, Active Directory, Servers, Mobile Enterprise, Desktop Application..., VB.NET, HTML, JavaScript, .NET CLR, iOS, Android, Microsoft Office, Microsoft Operating..., Productivity Software, IT Management, IT Relationship..., Product Management, Infrastructure..., Market Data, Windows Server, Enterprise Architecture, IT Strategy, Integration, Vendor Management, Disaster Recovery, IT Service Management, Business Continuity, SDLC, Infrastructure, Trading Systems, Data Center, SharePoint, System Deployment, Enterprise Software, Technical Support, Information Technology, Management, Business Analysis, IT Operations, Mobile Applications, Cloud Computing, Information Security, Virtualization, Software Project..., Investment Banking, Problem Management, Financial Services
Education
City University of New York-Baruch College 1992 — 1996
BBA, Marketing Management
Citi August 2015 - Present
Citi October 2013 - August 2015
Citi January 2013 - October 2013
Citi February 2011 - January 2013
Neuberger Berman Toastmasters Club July 2010 - February 2011
Neuberger Berman October 2005 - February 2011
Staten Island Tech PTA April 2009 - March 2010
Lehman Brothers September 2007 - April 2009
Lehman Brothers October 2005 - September 2007
Ajilon June 2005 - October 2005
Skills
SDLC, Vendor Management, Risk Management, Billing Systems, Resource Management, Disaster Recovery, Re-engineering, Quality Assurance, Data Center, Integration, Cross-functional Team..., Management, PMP, Project Management, Security, Project Portfolio..., Software Documentation, Testing, Governance, Project Planning, Toastmasters, Leadership, Banking
Education
Baruch College, City University of New York (CUNY) 1986 — 1988
BBA
City University of New York-College of Staten Island 1982 — 1983
John Dewey High School 1979 — 1982
High School
Plan International USA February 2015 - Present
Neuberger Berman January 2014 - January 2015
Infosys September 2010 - August 2012
Skills
Salesforce.com, Salesforce Administrator, Apex Data Loader, Salesforce.com..., Visual Force, Apex Programming, JavaScript, Force.com Sites, Java, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Microsoft Office, Business Analysis, CRM, Cloud Computing, HTML, SaaS
Education
BMS Institute Of Technology Management
Bachelor of Engineering (BEng), Electrical, Electronics and Communications Engineering
Neuberger Berman April 2007 - September 2013
UBS Wealth Management 1994 - 2007
PaineWebber 1994 - 2007
Skills
Series 7, Series 63, Wealth Management, Series 66, Fixed Income, Series 24, Series 65, Alternative Investments, Investment Advisory, Mutual Funds, Asset Allocation, Securities, Investment Strategies, Retirement Planning, Equities, Hedge Funds, Separately Managed..., Financial Services, FINRA
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
MBA, Marketing
College of the Holy Cross 1978 — 1982
BA, English
DaVita January 2015 - Present
Deutsche Bank August 2013 - December 2014
Recurrent Capital March 2013 - May 2013
Casimir Capital January 2013 - May 2013
Neuberger Berman September 2012 - January 2013
Strategic Wealth Management Group June 2012 - September 2012
State of Israel Bonds March 2012 - June 2012
Castle & Associates Law Firm LLP June 2010 - August 2010
Israel Defense Force October 2008 - January 2010
Skills
Excel, Stata, Access, PowerPoint, Gretl, Visual Basic, Bloomberg Terminal, Reuters 3000, Microsoft Excel, Statistics, R
Education
Baruch College, City University of New York (CUNY) 2010 — 2013
Bachelor of Business Administration (BBA), Finance, 3.7
Bar-Ilan University
Certificate, Middle Eastern Studies
StoneCastle Financial Corp. September 2013 - Present
Federal Guaranty Insurance Company July 2013 - August 2013
Neuberger Berman July 2012 - February 2013
BNY Mellon January 2012 - May 2012
Ambac October 2011 - November 2011
DoubleRock Corp March 2007 - September 2011
JPMorgan Chase March 2002 - March 2007
Morgan Stanley Investment Management February 1995 - March 2002
Skills
Fund Accounting, Fund..., Hedge Funds, Private Equity, Mergers, Pension Funds, Compliance Monitoring, FASB, ERISA, Fund Accounting, Fund Administration, Financial Reporting, Asset Managment, Alternative Investments, Securities, Fixed Income, Equities, Mutual Funds
Education
Adelphi University 1986 — 1989
MBA, Corporate Finance
St. Francis College 1979 — 1984
BS, Accounting
Morgan Stanley February 2014 - Present
JPMorgan Chase June 2013 - August 2013
Neuberger Berman June 2012 - August 2012
GoldenTree Asset Management June 2012 - June 2012
GoldenTree Asset Management May 2011 - August 2011
GoldenTree Asset Management May 2010 - August 2010
GoldenTree Asset Management July 2009 - August 2009
JCC Maccabi April 2009 - June 2009
GoldenTree Asset Management July 2008 - August 2008
Skills
Databases, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Visio, Access, Project Management, HTML, Business Analysis, SharePoint, SnagIt, Analysis, SQL, Thompson One, Apple, iCal, iPhone, Outlook, Dreamweaver, Pivot Tables, Vlookup, Hlookups, Public Speaking, Social Media
Education
American University - Kogod School of Business 2009 — 2013
Bachelor of Science, Business Administration; Information Systems Technology
Scarsdale High School
High School
Harrah's New Orleans August 2011 - March 2013
IKEA November 2007 - June 2010
Tribune Broadcasting (CW11 - NY) December 2002 - November 2007
KPMG, LLP August 2000 - December 2002
Neuberger Berman November 1996 - July 2000
Skills
Recruitment/Retention, Employee Relations, Perfomance Management, Recruiting, Talent Management, Talent Acquisition, Onboarding, Human Resources, Employee Engagement, HRIS, Employee Benefits, Applicant Tracking..., Organizational..., Sourcing, HR Policies, Change Management, Employment Law, Personnel Management, Workforce Planning, Succession Planning, PeopleSoft, Performance Management, Training, Management, Customer Service, Inspiring Teams, Employee Training, Hiring, New Hire Orientations, Leadership, Temporary Placement, College Recruiting, Coaching, Job Descriptions, Time Management, Leadership Development, Policy, Career Development, Resume Writing
Education
Pace University 2002 — 2002
Certification, SHRM - HR Management
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Marketing
Neuberger Berman February 2013 - Present
Neuberger Berman September 2009 - Present
AT&T September 2006 - September 2009
Macrosoft Inc April 2005 - September 2009
Coach March 2006 - September 2006
Advanced Communications September 2003 - March 2005
IBM January 2003 - April 2003
Skills
Tomcat, DHTML, SOAP, DB2, Sybase, Servlets, PL/SQL, IIS, XML, XSLT, AJAX, JSP, Microsoft SQL Server, JavaBeans, Solaris, Databases, JavaScript, Software Development, Oracle, SDLC, Agile Methodologies, Enterprise Architecture, Java Enterprise Edition, SQL, SOA, Java
Education
Stevens Institute of Technology 2009 — 2012
MS, Computer Science, CGPA: 3.94
Karachi University 2002 — 2003
MBA, Information Technology Management, CGPA: 3.6
Muhammad Ali Jinnah University 1999 — 2003
BCS, Computer Science
ASRC Federal InuTeq February 2009 - Present
AAR Wireless, LLC October 2006 - February 2009
Neuberger Berman November 2004 - October 2006
Skills
Event Planning, PowerPoint, Coaching, Microsoft Word, Outlook, Microsoft Excel, Mac, Organizational..., Training, PC, Team Building, Government, Public Speaking, Leadership Development, Word, Excel, Visioning, Connecting People, Writing/Editing, Diversity & Inclusion, Employee Engagement, Workshop Facilitation, Qualitative Research, Empowering others
Education
American University 2012 — 2014
Master’s Degree, Organization Development, 3.7
University of California, Berkeley
BA, Cultural Anthropology, 3.8
Coach U
Core Essentials Program
Neuberger Berman September 2008 - Present
Lehman Brothers January 2006 - September 2008
Education
Adamson University 1989 — 1994
Computer Engineering
Neuberger Berman February 2015 - Present
Neuberger Berman November 2013 - February 2015
Standard & Poor's August 2010 - June 2011
Skills
Accounting, QuickBooks, Tax, Auditing, Accounts Payable, Accounts Receivable, Data Analysis, Payroll, Great Plains Software, Lacerte, Turbo Tax, Data Research, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft PowerPoint, Financial Reporting, Financial Analysis, Portfolio Management, Account Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
Master of Science, Accountancy
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science, Accounting
J.P. Morgan January 2015 - Present
MUFG Americas August 2014 - January 2015
Infinity Info Systems ( a Genesis10 company) January 2014 - August 2014
Genesis10 August 2012 - July 2014
The C&L Group February 2012 - July 2012
Barclays Wealth September 2010 - September 2011
Barclays Wealth September 2008 - September 2010
Lehman Brothers October 2003 - September 2008
Neuberger Berman November 1998 - October 2003
Dreyfus September 1995 - November 1998
Skills
IT Strategy, Program Management, Integration, Vendor Management, Leadership, Business Intelligence, SDLC, Business Development, Outsourcing, Process Improvement, Project Portfolio..., PMO, IT Management, Business Process, Risk Management, Requirements Analysis, Business Process..., Executive Management, Software Project..., Asset Management, Change Management, Cloud Computing, PMP, Investment Banking, Team Building, Management Consulting, IT Service Management, ITIL, Team Leadership, Talent Acquisition, New Business Development, SaaS, Process Engineering, IT Outsourcing, Talent Management, Business Management, Analytics, Managed Services, Mobile Applications, Salesforce.com, Agile, Consultancy, Transition Planning, ITSM, Service Desk, Application Support, Application Development, K2, Cyber-security, Agile Methodologies
Education
Adelphi University 1984 — 1988
B.A 1988, Management and Communication
New York University
M.S, Management and Systems
Neuberger Berman May 2014 - Present
Financial Industry Regulatory Authority January 2014 - April 2014
Financial Industry Regulatory Authority September 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, English, HTML, Management, Analysis, Finance, Financial Analysis, Statistics, Data Analysis, Accounting
Education
Baruch College 2013 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 4.0/4.0
Borough of Manhattan Community College 2011 — 2012
Associate of Arts (AA), Business Administration and Management, General, 3.97 / 4.0
Wolverine Execution Services (WEX) February 2015 - Present
Self Employed April 2013 - Present
Neuberger Berman November 2012 - February 2015
Clearstream Services July 2008 - July 2012
Deutsche Börse July 2008 - July 2012
Skills
C, C++, Java, J2EE, SQL, PL/SQL, Oracle, UML, BPMN, Perl, ksh, bash, Unix, Linux, ClearCase, Software Engineering, Testing, Java Enterprise Edition, Software Development, XML
Education
Oklahoma State University 2007 — 2008
Computer Science
Polytech'Lille 2005 — 2008
Master, Computer Science and Statistics
Institut Universitaire de Technologie de Lens 2003 — 2005
DUT, Computer Science
Neuberger Berman August 1996 - Present
Lehman Brothers 1996 - 2008
Morgan Stanley 1985 - 1996
Salomon Brothers 1978 - 1982
Weeden & Co. 1977 - 1978
Skills
Hedge Funds, Alternative Investments, Equities, Investment Banking, Private Equity, Capital Markets, Emerging Markets, Valuation, Asset Management, Venture Capital, Fixed Income, Portfolio Management, Investments
Education
American University 1974 — 1976
MBA, Finance and Marketing
Colgate University 1970 — 1974
BA, Economics
Neuberger Berman 2011 - Present
AllianceBernstein January 2005 - September 2011
AllianceBernstein July 1998 - January 2005
Dental Health Alliance January 1995 - June 1998
NYPIRG January 1991 - January 1993
Tactica International January 1990 - January 1991
Skills
Equities, Asset Managment, Portfolio Management, Fixed Income
Education
Grove City College 1987 — 1990
B.A, Economics
Ateneo de Manila University
New York University School of Continuing Education
Project Management and Business Process Re-Engineering
Fidelity Investments November 2011 - Present
Morgan Stanley June 2010 - November 2011
Neuberger Berman October 2003 - February 2010
Bear Stearns 1983 - 2003
Education
Barnard College
B.A.
Brooklyn Law School
J.D.
Neuberger Berman February 2012 - Present
BT June 2011 - March 2012
OnAsset Intelligence, Inc August 2010 - February 2011
Verizon February 2009 - August 2010
LECG June 2006 - February 2009
LECG July 2004 - June 2006
Verizon May 2000 - July 2004
Diaspark Inc September 1998 - May 2000
Intellicon Solutions May 1997 - September 1998
Skills
Program Delivery, SOA, Enterprise Solutions, Data Warehousing, Web Applications, Microsoft Technologies, SQL Server, Automation
Education
Bhavnagar University 1994 — 1997
MCA, Computer Sciences
Acharya Nagarjuna University 1990 — 1993
BSc. Computer Sciences, Computer Sciences
Dillon Read Capital Management 1987 - 1997
Dillon, Read & Company 1987 - 1997
Neuberger Berman 1988 - 1989
Skills
Enterprise Software, Marketing Strategy, Social Media, Strategic Planning, Online Advertising, Customer Service, Social Media Marketing, Product Management, E-commerce, Salesforce.com, Entrepreneurship, Start-ups
Education
Barnard College 1983 — 1987
Total Bank Solutions October 2013 - Present
The Stanton Executive Group, LLC September 2009 - November 2014
JPMorgan Chase July 2012 - August 2013
Morgan Stanley Smith Barney September 2007 - September 2009
UBS Wealth Management June 2006 - September 2007
Clarke American September 2003 - July 2006
Reich & Tang Funds June 1999 - September 2003
Neuberger Berman March 1997 - June 1999
Skills
Retail Banking, Private Banking, Commercial Banking, Private Wealth..., Wealth Management, Retail Brokerage, Mortgage, Securities Lending, Underwriting, Credit Risk, Organizational..., Business Strategy, Strategic Consulting, Legal Compliance, Executive Coaching, Executive Search, Executive Development, Talent Management, Compliance, Mortgage Lending, Investments, Management, Wealth Management..., Mutual Funds, Securities, CRM, Banking, Mergers & Acquisitions, Financial Services, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, Executive Management and International Business
Providence College 1990 — 1994
Bachelor of Arts, Mathematics and Humanities
The Morgan School 1986 — 1990
Diploma, General
Neuberger Berman September 2014 - Present
Morgan Stanley April 2014 - September 2014
PNC April 2012 - February 2014
PNC July 2008 - April 2012
Deutsche Bank 1990 - 2008
Bankers Trust 1990 - 1999
Skills
Real Estate, Asset Allocation, Investments, FINRA, Equities, Asset Managment, Securities, Investment Management, Series 7, Banking, Alternative Investments, Asset Management, Fiduciary Services, Mutual Funds, Portfolio Management, Trust Services, Financial Services, Fixed Income
Education
Adelphi University 1986 — 1990
Banking & Money Management, Banking, Economics and Accounting
Neuberger Berman December 2013 - Present
First Data Corporation March 2013 - November 2013
First Data Corporation May 2010 - February 2013
Camp Sinoquipe June 2000 - August 2009
Skills
Salesforce.com..., Microsoft Excel, Microsoft SQL Server, Business Analysis, Project Delivery, Data Analysis, Process Improvement, Apex Data Loader, CRM, DemandTools, Technical Documentation
Education
Hagerstown Community College 2012 — 2014
Political Science and Government
Albright College 2006 — 2008
Political Science and Government
ProShare Advisors, LLC April 2013 - Present
Wappingers Central School District September 2010 - Present
Allianz Global Investors April 2009 - May 2012
Neuberger Berman November 1992 - April 2009
Lehman Brothers 2003 - 2008
Neuberger Berman 1992 - 2003
Skills
IT Leadership, IT Management, IT Strategy, Program Management, Business Strategy, Business Relationship..., Business Intelligence, CRM, E-commerce, Vendor Management, Compliance, Security, Governance, Business Continuity..., Disaster Recovery, Mutual Funds, Sales Operations, Mobile Applications, Business Continuity, Requirements Analysis, Project Management, SDLC, Business Analysis, Project Portfolio..., Management, IT Service Management, Leadership, Information Security, Financial Services, Asset Management
Education
New York Institute of Technology 1988 — 1990
MS, Computer Science
B. M. S. College of Engineering 1981 — 1986
BE, Engineering in Electronics and Communications
Neuberger Berman September 2008 - Present
Lehman Brothers April 2005 - Present
First Genetic Trust 2004 - 2005
Synygy 2002 - 2005
Bristol Technology 1995 - 1997
Skills
SDLC, Fixed Income, Trading Systems, Sybase, Enterprise Architecture, Capital Markets, Vendor Management
Education
Arizona State University
M.S, Computer Science
Neuberger Berman July 2013 - Present
General Electric July 2008 - June 2013
Lehman Brothers March 2007 - July 2008
Lehman Brothers February 2005 - March 2007
PricewaterhouseCoopers 2001 - 2005
Skills
Private Equity, Mergers, International Tax, Mergers & Acquisitions, Restructuring, Corporate Law, Tax, Tax Law, Investment Banking, Equities, Financial Structuring, Due Diligence, Capital Markets, Tax Accounting, Corporate Finance, Corporate Tax, Financial Services
Education
Harvard Law School 1997 — 1998
LLM, International Taxation
Tulane University Law School 1996 — 1997
LLM, Corporate Law
Tamil Nadu Doctor Ambedkar Law University 1991 — 1996
B.L., Law
Neuberger Berman October 2004 - Present
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
Master in Business Administration, Finance
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science, Finance
HS Management Partners, LLC October 2007 - Present
Lehman Brothers January 2004 - 2007
Neuberger Berman September 1986 - January 2004
ADP January 1983 - September 1986
Skills
Fixed Income, Prime Brokerage, Hedge Funds, Alternative Investments, Financial Services, Financial Markets, Equity Derivatives, Investment Banking, Capital Markets, Series 24, Securities, Private Equity, Trading, Bonds, Asset Management, Mutual Funds, Investment Advisory, Portfolio Management, Investment Management, Bloomberg, Equity Trading, Electronic Trading, Series 63, Middle Office, Wealth Management, Asset Allocation, Financial Risk, FINRA, Options, Equities, Corporate Actions, Trading Systems, Investments, Derivatives, Equity Research, Settlement, KYC, Fund Of Funds, Back Office, AML, Series 7, Investor Relations, Valuation, Operational Risk, Investment Strategies
Education
Adelphi University 1982 — 1986
MBA, Finance
State University of New York at Binghamton 1977 — 1980
BA Economics
Voya Investment Management May 2014 - Present
ING Investment Management July 2011 - April 2014
ING Investment Management July 2010 - June 2011
New York Life Investments September 2006 - June 2010
New York Life Investments June 2003 - August 2006
Fiduciary Asset Management May 1999 - March 2003
Banc of America Securities February 1997 - April 1999
Merrill Lynch May 1994 - February 1997
Neuberger Berman November 1992 - May 1994
Andersen Consulting (Accenture) September 1990 - October 1992
Skills
Fixed Income, Portfolio Management, Asset Managment, Asset Allocation, Investments, Investment Strategies, Bonds, Bloomberg, Asset Management, Trading, Financial Services, Structured Products
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance
Amherst College 1986 — 1990
BA, Economics and Political Science
Franklin Templeton Investments June 2014 - Present
Neuberger Berman December 2013 - June 2014
The Burgiss Group December 2009 - November 2013
Goldman Sachs Asset Management 2004 - 2009
Bank of America November 2002 - May 2004
Goldman Sachs June 1999 - November 2002
Skills
Portfolio Management, Alternative Investments, Bloomberg, Financial Risk, Asset Management, Investments, Risk Management, Investment Management, Private Equity, Due Diligence, Hedge Funds, Asset Allocation, Venture Capital, Equities, Fixed Income
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
Bachelor of Business Administration, Finance & Investments
Neuberger Berman December 2010 - Present
NYPH March 2005 - December 2010
CGI July 1998 - February 2005
Skills
SOA, Web Services, Leadership, SDLC, Software Project..., Requirements Analysis, Business Analysis, IT Strategy, Enterprise Architecture, Integration, Agile Methodologies, Business Intelligence, Unix, SQL
Education
Thapar Institute of Engineering and Technology 1994 — 1998
Bachelor's degree, Electrical, Electronics and Communications Engineering
Apeejay School 1992 — 1994
High School, Non Medical
Bank of America June 2014 - Present
Burberry January 2014 - May 2014
Neuberger Berman October 2013 - December 2013
The Wall Street Transcript April 2013 - October 2013
Skills
Microsoft Excel, Analysis, Finance, Financial Reporting, PowerPoint, Marketing, Budgets, Strategic Financial..., CRM, Investments, Business Development, Competitive Analysis, Research, Customer Service, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
University of Seoul 2012 — 2012
Midwood High School 2006 — 2010
High School, Medical Science
Neuberger Berman May 2015 - July 2015
Morgan Stanley May 2014 - April 2015
Citigroup August 2013 - May 2014
TIAA-CREF June 2013 - August 2013
Goldman Sachs August 2012 - June 2013
Education
Baruch College 2011 — 2015
B.B.A., Finance
Midwood High School at Brooklyn College 2008 — 2011
Advanced Regents Diploma with Honors, A.P. Scholar
Cook Children's Health Care System September 2011 - Present
The Juilliard School 2008 - September 2011
Neuberger Berman 2008 - 2008
Lehman Brothers 2004 - 2008
Citi Institutional Consulting 2001 - 2004
Skills
Investment Management, Investment Banking, Alternative Investments, Private Equity, Hedge Funds, Equities, Fixed Income, Risk Management, Asset Allocation, Portfolio Management, Strategy, Investments, Financial Modeling, Valuation, Asset Management, Due Diligence, Equity Research, Emerging Markets, Capital Markets, Bloomberg, Corporate Finance, Financial Analysis, Venture Capital, Derivatives
Education
Cambridge Judge Business School
The George Washington University - School of Business
BBA, Finance & Accounting
Neuberger Berman August 2015 - Present
ODA Architecture September 2014 - August 2015
Santander Portfolio Management Competition September 2014 - May 2015
Champion System June 2013 - September 2014
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Sales, Customer Service, Financial Analysis, Finance, PowerPoint, Microsoft Word, Spanish, Data Entry, Marketing, Social Media, Microsoft SQL Server, VBA, QuickBooks, Data Analysis, Cash Flow, Bank Reconciliation, Financial Reporting, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Brooklyn College 2010 — 2012
Morgan Stanley June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
Amherst College September 2012 - May 2013
Sports 1 Marketing May 2012 - August 2012
The Opinion Sage Hill Student Newspaper January 2008 - January 2011
Skills
Sports Marketing, Sports Management, Sports, Event Planning, Sponsorship Sales, Social Media, Fundraising, Sponsorship, PowerPoint, Event Management, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Spanish, Blogging, Social Media Marketing, Editing, Social Networking, Public Relations, Facebook
Education
Amherst College 2011 — 2015
Political Science and Government
Sage Hill School 2008 — 2011
BNY Mellon January 2015 - Present
CUNY Queensborough September 2012 - December 2014
Neuberger Berman June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Outlook, Investments, Management
Education
Adelphi University 2010 — 2014
Bachelor of Science (BS), Finance, 3.5
Aspen Insurance Holdings Head of HR, Global Finance & ActuarialAIGMay 2011 - Present
TIAA-CREF 2007 - May 2011
Mizuho Corporate Bank 2006 - 2007
Neuberger Berman 2003 - 2006
JPMorgan Chase 2001 - 2003
JPMorgan Chase 1999 - 2001
MetLife 1990 - 1999
Skills
Employee Relations, HR Transformation, Strategic HR, Talent Management, HR Consulting, Performance Management, Spanish, Global Talent..., Mergers & Acquisitions, Leadership Development, Employee Training, Diversity & Inclusion, International HR, Workforce Planning, Incentive Programs, Culture Change, Executive Coaching, New Market Expansion, Personnel Management, Human Resources, Succession Planning, Talent Acquisition, Deferred Compensation, Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Bachelor of Business Administration (B.B.A.), Human Resources Management
PineBridge Investments February 2012 - Present
Cantor Fitzgerald July 2010 - February 2012
Neuberger Berman October 2006 - July 2010
Lehman Brothers 2006 - 2008
EisnerAmper LLP November 2003 - August 2005
Skills
Auditing, Fund Administration, Mutual Funds, Hedge Funds, Financial Reporting, Fund Accounting, Private Equity
Education
Baruch College 2000 — 2003
MBA, Accountancy
SUNY Stony Brook Health Sciences
Neuberger Berman May 2015 - Present
Steben & Company, Inc. 2012 - 2015
ProShare Advisors LLC 2008 - 2012
Ameriprise Financial May 2007 - December 2008
Rydex Investments 2002 - 2007
Corporate Executive Board 2001 - 2002
Oppenheimer & Co. Inc. 1991 - 1999
Skills
Marketing Strategy, Digital Marketing, Strategic Partnerships, Mutual Funds, Marketing Communications, Marketing, ETFs, Alternative Investments, Market Research, Management, Asset Management, Advertising, Product Development, Product Marketing, Strategic Planning, Integrated Marketing, Online Advertising, Marketing Management, Asset Managment, Market Planning, Copywriting, Sales, Search Engine..., Investment Strategies, Investments, Competitive Analysis, CRM, Brand Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Maketing & Strategy
Harvard Business School 2005 — 2005
Certificate in Marketing Strategy
Adelphi University
BS, Management & Communications
Chaminade High School
High School
RV One Superstores, Inc 2008 - Present
Tribute World Trade Center visitor center July 2006 - September 2007
Squirrely Productions February 2004 - November 2005
Neuberger Berman October 2000 - December 2003
Skills
Management, Digital Marketing, Marketing, Leadership, Marketing Strategy, Strategy, Finance, Social Media, Project Management, Financial Modeling, Sales Management
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Marketing
Pace University 1996 — 2001
BA, Finance
LogMeIn March 2014 - Present
Ionia Corporation May 2013 - March 2014
Vera Solutions January 2012 - May 2013
Acceptional August 2011 - December 2011
SKIP - Supporting Kids In Peru October 2010 - March 2011
Neuberger Berman July 2008 - September 2010
Lehman Brothers May 2007 - July 2007
Skills
Relationship Management, Executive Management, Program Management, SEO, Salesforce.com..., Salesforce.com Certified, Alternative Investments, Risk Management, Portfolio Management, Analysis, Economics, Hedge Funds, Investments, Management, Salesforce.com, Cloud Computing, Entrepreneurship, Consulting, Sales, Enterprise Software, SaaS, Professional Services, CRM, Research
Education
Amherst College 2004 — 2008
B.A., Economics
New York Life Insurance Company February 2014 - Present
Neuberger Berman March 2010 - February 2014
State Street June 2007 - March 2010
International Fund Services (Ireland) Ltd, A State Street Company June 2007 - March 2010
American Corporate Benefits October 2006 - May 2007
JP Morgan Chase July 2006 - August 2006
Buck Sturmer 2004 - 2005
Skills
Fixed Income, Hedge Funds, Trading, Accounting, Portfolio Management, Equities, PowerPoint, Microsoft Excel, Asset Managment, Microsoft Office, Due Diligence, Asset Management, Bloomberg, Financial Services, Mutual Funds, Investments, Finance
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Economics, Mathematics
Francis Lewis 1999 — 2003
Neuberger Berman July 1997 - Present
Brookehill Equities January 1992 - July 1997
Skills
Series 7, Series 4, Series 63, Separately Managed...
Education
Baruch College 1995 — 1997
Business Administration and Management, General
Queensborough CC 1987 — 1989
Associate of Science (A.S.)
Forest Hills High School 1984 — 1987
Capco July 2015 - Present
Neuberger Berman October 2014 - June 2015
Citi February 2013 - September 2014
Credit Suisse AG March 2011 - December 2012
Eisai 2010 - 2011
Citi Hedge Fund Services 2008 - 2010
Sprint 2006 - 2008
ADP 2006 - 2006
Ernst & Young, LLP 1997 - 2006
Skills
Financial Analysis, Process Improvement, Financial Reporting, Risk Management, Sarbanes-Oxley Act, Forecasting, Financial Services, Managerial Finance, Banking, Business Analysis, Project Management, Financial Modeling, Operations Management, Finance, Financial Risk, Analysis, Business Process..., Corporate Finance, Vendor Management, Auditing, Portfolio Management, Credit Risk, Internal Audit, Accounting, Equities, Credit, Management, Internal Controls, Due Diligence, Management Consulting, Investment Banking, Executive Management, Enterprise Risk..., Capital Markets, Governance, Financial Accounting, Team Management, Variance Analysis, Risk Assessment, Fixed Income, Securities, IT Audit, Project Portfolio..., Bloomberg, Change Management, Investments, Access, Financial Markets, Cross-functional Team..., SDLC
Education
Ashford University 2008 — 2010
MBA, Finance
William Paterson University 1987 — 1991
Bachelor of Science (BS), Business: Finance
Baruch Investment Management Group January 2015 - Present
Neuberger Berman June 2015 - July 2015
City of New York, Administration for Children's Services June 2013 - March 2015
Lutheran Augustana Center June 2011 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Spreadsheets, Analysis, Budgets, Finance, Access, Marketing, Data Analysis, Public Speaking
Education
City University of New York-Baruch College 2013 — 2017
Bachelor of Business Administration (B.B.A.)
Macaulay Honors College at The City University of New York 2013 — 2017
Universidad Nacional de Tres de Febrero
Neoliberalism and Social Movements of Latin America
Neuberger Berman May 2015 - Present
Imprint, a Sullivan Content Lab January 2015 - May 2015
BlackRock & iShares May 2012 - December 2014
Russell Investments August 2011 - May 2012
Russell Investments June 2010 - August 2011
Verathon Medical February 2009 - June 2010
WASSER Studios July 2008 - February 2009
FedEx Office June 2007 - July 2008
Western Washington University September 2006 - June 2007
Hertz Local Edition January 2006 - August 2006
Skills
Direct Marketing, Social Media Marketing, Web Analytics, Advertising, Customer Service, Market Research, Marketing, Time Management, Online Marketing, Marketing Strategy, Web Design, Event Management, Brand Management, Strategic Partnerships, Team Management, Strategy, Content Strategy, Facebook, Salesforce.com, Creative Problem Solving, Competitive Analysis, SharePoint Designer, Social Media, Cross-functional Team..., Budgets, Copywriting, Analytics, Collateral Management, Graphic Design, Adobe Creative Suite, Product Marketing, Account Management, Microsoft Office, Business Strategy, Creative Direction, Google Analytics, Digital Marketing, Master Control, Profit Improvement, Rationalization, Collateral Design, Print Production, Technical Writing, Product Life Cycle..., Budget Management, Budget Preparation, SEO, Digital Media, Problem Solving, Management
Education
American InterContinental University 2010 — 2011
MBA, Marketing
Western Washington University 2003 — 2007
B.A, Political Science; International Relations
Neuberger Berman December 1994 - Present
Lehman Brothers November 2003 - November 2008
Baker & McKenzie June 1993 - May 1998
Education
Pace University 1995 — 2000
MBA, Ogranizational Behavior
Baruch College, City University of New York (CUNY) 1990 — 1995
BBA, Human Resources
Stanford Institute for Innovation in Developing Economies (SEED) 2013 - 2015
mPowering 2009 - 2012
Salesforce.com 2007 - 2009
SAP Labs 2005 - 2007
Neuberger Berman 2001 - 2003
Credit Suisse First Boston 1998 - 2001
PricewaterhouseCoopers 1997 - 1998
Skills
Non-profit Boards, Non-profit Leadership, Fundraising, International..., Marketing, Social Enterprise, Product Marketing, Go-to-market Strategy, Cloud Computing, SaaS, Entrepreneurship, Start-ups, Strategy, Business Development, Social Entrepreneurship, Salesforce.com, Enterprise Software, Product Management, Strategic Partnerships, Marketing Strategy, Venture Capital, Market Analysis, Program Management, Nonprofits, Business Strategy, Management, Analytics
Education
Stanford University Graduate School of Business 2003 — 2005
MBA, General Management with Certificates in Global and Public Management
Barnard College 1993 — 1997
BA, Economics
Bronx High School of Science
High School
Kulwin, Masciopinto & Kulwin, L.L.P June 2015 - Present
American Federation of Government Employees July 2009 - Present
U.S. Department of Justice, Civil Rights Division, Special Litigation Section August 2007 - December 2007
Federal Communications Commission May 2007 - August 2007
U.S. Department of Justice, Civil Division, Federal Programs Branch January 2007 - April 2007
District of Columbia, Superior Court, Civil Division August 2006 - December 2006
National Apartment Association May 2006 - August 2006
Neuberger Berman 2003 - 2004
Skills
Mentoring, Westlaw, Policy Analysis, Litigation, Immigration Law, Civil Rights, Legislative Relations, Program Management, Licensing, Politics, Public Policy, Nonprofits, Litigation Support, Research, Public Speaking, Government, Legal Writing, PowerPoint, Community Outreach, Civil Litigation, Legal Research, Microsoft Office, Policy, International Law, Administrative Law, Legislation
Education
American University, Washington College of Law 2005 — 2008
J.D.
Credit Suisse June 2005 - Present
Morgan Stanley June 1998 - May 2005
Neuberger Berman February 1995 - May 1998
Skills
Program Trading, Equities, ETFs, Asset Management, Trading Systems, Portfolio Management, Hedge Funds, Derivatives, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Electronic Trading, Trading, Investment Banking, Asset Managment, Risk Management, Emerging Markets, Bonds, Financial Markets, Private Equity, Equity Derivatives, Equity Trading, Investments, Securities, Operational Excellence, Trading Strategies
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MBA, Finance & Investments
San Jose State University 1990 — 1994
BS, Accounting
Mission San Jose High School 1988 — 1990
HS
Woodside High School 1986 — 1988
The Jacob Burns Community Legal Clinics, The George Washington University Law School August 2015 - Present
D.C. Office of Administrative Hearings (OAH) May 2015 - Present
Miami-Dade County Public Schools January 2013 - July 2014
Miami-Dade County Public Schools August 2012 - January 2013
Neuberger Berman April 2011 - July 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2011 - April 2011
Lambda Legal March 2010 - June 2010
U.S. Department of State June 2009 - August 2009
U.S. Department of State May 2009 - July 2009
United Way of New York City June 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Outlook, Spanish, Online Research, Program Development, PeopleSoft, Mac, Lotus Notes, Graphic Design, Multimedia, Windows Vista, Fashion Design, Research, Microsoft Office, Event Planning, Public Speaking, Non-profits, Social Media, Fundraising, Windows 7, ESOL Instruction, Teaching English as a..., Language Teaching, Creative Writing, Bilingual, Strategic Communications, Customer Service, Recruiting, Time Management, Nonprofits, Leadership, Journalism, Copy Editing, Marketing Communications, Entertainment Law, Teaching, Immigration Law
Education
The George Washington University Law School 2014 — 2017
Doctor of Law (J.D.), Labor and Employment Law; Immigration Law; Real Estate; Administrative Law
City University of New York-Baruch College 2007 — 2010
Bachelor of Arts, Political Science and Journalism; Law and Policy; Nonprofit Management and Leadership, Summa Cum Laude
Universidad Nacional de Mar del Plata 2010 — 2010
Advanced Oral Spanish Communication and Literature
Pace University 2005 — 2007
Neuberger Berman January 2015 - Present
AQR Capital Management October 2012 - December 2014
Bethpage Federal Credit Union June 2011 - August 2011
Skills
Hedge Funds, Economics, Alternative Investments, Series 7, Investments, Financial Analysis, Series 63, Data Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Strategic Asset..., Tactical Asset..., FactSet, BlackRock Aladdin, Multi-Asset Class..., Portfolio Management, Portfolio Construction
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Environmental Studies
The Tuck School of Business at Dartmouth
Business Bridge Program
The London School of Economics and Political Science (LSE)
Summer Program - Financial Accounting
Milton Academy 2006 — 2008
High School
Neuberger Berman June 2010 - Present
Barclays Wealth Management / Lehman Brothers LLC February 2008 - June 2010
Skills
Financial Analysis, Operations Management, Risk Management, Business Planning, Financial Reporting, Operational Risk, Bloomberg, Equities, Fixed Income, Reporting & Analysis, Asset Allocation, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
Bachelor of Business Administration (BBA)
Turkish Military Academy 1999 — 2002
Military Art
Reservoir Media Management, Inc. May 2015 - Present
Reservoir Media Management, Inc. April 2013 - May 2015
Rebellion Research May 2005 - April 2013
Great Oaks Capital Management LLC June 2004 - August 2004
Neuberger Berman June 2003 - August 2003
Artemis Records June 2002 - August 2002
Atlantic Records June 2001 - August 2001
Education
Columbia Business School 2011 — 2013
M.B.A., Finance & Economics
New York University 2005 — 2009
M.A., Music Composition
Amherst College 2001 — 2005
B.A. cum laude, Music Composition
Trinity School 1988 — 2001
OppenheimerFunds January 2007 - Present
OppenheimerFunds October 2004 - December 2006
Neuberger Berman September 2000 - August 2001
Skills
Series 63, Series 7, Mutual Funds, Investments, Consultative Selling, Fusion, Sequoia, Wealth Management, 401k, Separately Managed..., Alternative Investments, Asset Allocation, Financial Advisory, IRAs, High Net Worth..., Qualified Retirement..., Retirement, Retirement Planning, Financial Services, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
MBA, Finance and Investments
American University 1996 — 2000
B.S., Business Administration
Grand Prix ~ America - Dance Apparel July 2010 - Present
CSI Alumuni Association May 2013 - Present
Neuberger Berman October 2006 - June 2010
Amerinteriors Co. 2004 - 2006
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Investments, Asset Managment, Asset Management, Analysis, Finance, Risk Management, Business Analysis, Strategic Planning, Management, Financial Reporting, Financial Modeling, Microsoft Word, Contract Negotiation, Budgets, Banking, Vendor Management
Education
City University of New York-College of Staten Island 2003 — 2006
BS, BS., International Business, Economics
The American University of Rome 2004 — 2005
International Busness
Baruch College, City University of New York (CUNY) 2002 — 2003
Miller Soils, LLC February 2015 - Present
Medicinal Oasis January 2015 - Present
Proprly June 2014 - December 2014
Evolution Productions September 2008 - September 2013
Neuberger Berman June 2013 - July 2013
The Sands Atlantic Beach May 2011 - September 2011
Tulane University August 2009 - October 2010
Park Shore Country Day Camp & Pre-School June 2009 - August 2010
Baked Sweet, Inc. September 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Spanish, PowerPoint, Research, Microsoft Word, Social Media, Management, Social Networking, Customer Service, Public Speaking, Social Media Marketing, Facebook
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tulane University 2009 — 2011
Neuberger Berman April 2014 - Present
Sidoti & Company, LLC May 2010 - June 2013
Office of the Comptroller of the Currency May 2008 - May 2009
JPMorgan Chase June 2005 - May 2009
UBS May 2005 - September 2005
Skills
Series 7, Series 63, NYS Notary Public, Equities, Private Equity, Smiling, Bloomberg, Investments, Securities, Hedge Funds
Education
Baruch College 2004 — 2009
Bachelor's Degree, Finance and Investments
State University of New York at Albany 2004 — 2004
TripAdvisor August 2013 - Present
Amherst College August 2009 - Present
Neuberger Berman June 2012 - August 2012
Structured Portfolio Management June 2011 - August 2011
Skills
Java, C#, Object Oriented Software
Education
Amherst College 2009 — 2013
Bachelor of Arts (BA), Mathematics and Computer Science, A
Evercore Partners February 2010 - Present
Neuberger Berman January 2009 - February 2010
Lehman Brothers July 2001 - September 2008
Education
Amherst College 1997 — 2001
BA, English
Kent Denver School 1993 — 1997
Craig-Hallum Capital Group September 2009 - Present
Copper Rock Capital January 2005 - December 2008
Neuberger Berman 1998 - 2002
RCM Capital 1991 - 1998
Liquidity Fund 1990 - 1991
Skills
Investment Management, Money Management, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Valuation, Securities, Equities, Strategy, Mutual Funds, Equity Research, Investments, IPO, Portfolio Management, Equity Valuation, Bloomberg, Capital Markets, Alternative Investments, Investment Banking
Education
Arizona State University 1986 — 1990
BS, Finance
Third Avenue Management September 2003 - April 2013
Neuberger Berman May 2002 - August 2002
Skills
Investments, Alternative Investments, Securities, Equities, Hedge Funds, Bloomberg, Analysis, Fund Of Funds, Due Diligence, Asset Management, Capital Markets, Fixed Income, Private Equity, Portfolio Management, Financial Modeling, Valuation, Equity Research, Derivatives, Value Investing, Investment Management
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MBA, Finance
Fordham University 2000 — 2003
B.A., Economics
Regis
Neuberger Berman June 2015 - Present
Macaulay Business Club 2012 - May 2015
Permal Group June 2014 - August 2014
Royal Bakers September 2009 - March 2014
Insight Venture Partners October 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Teamwork, Event Planning, Sales, Finance, Leadership, Time Management
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Macaulay Honors College at The City University of New York 2011 — 2015
Film Academy at Magic Hour 2014 — 2014
Japanese Film and Promotion, A
Stuyvesant High School 2007 — 2011
Frontier Capital Management Co, LLC 2007 - Present
Lehman Brothers Asset Management 2003 - 2006
Neuberger Berman 1996 - 2003
Skills
Asset Management, Hedge Funds, Alternative Investments, Equities, Asset Allocation, Fixed Income, Series 7, Investments, Mutual Funds, Series 63, Bloomberg, FactSet, Investment Management, Institutional Sales, Portfolio Management, Asset Managment, Investment Strategies
Education
Zicklin School of Business - Baruch College - CUNY 1999 — 2000
M.S., Finance
Arizona State University 1991 — 1995
B.S., Finance/Economics
Vermont Technical College 1989 — 1991
Architectural Engineering
LiquidHub May 2015 - Present
North Highland June 2014 - May 2015
Angelo, Gordon & Co. December 2013 - April 2014
OppenheimerFunds July 2013 - December 2013
Jennison Associates LLC April 2013 - July 2013
J.P. Morgan February 2013 - April 2013
Barclays Wealth and Investment Management August 2012 - December 2012
Neuberger Berman July 2011 - July 2012
Deutsche Bank Asset Management April 2010 - May 2011
Junction Partners January 2009 - April 2010
Skills
Fixed Income, Portfolio Management, Order Management, Securities, SDLC, Equity Trading, Charles River IMS, Prime Brokerage, Swaps, Banking, Trading Systems, Equities, Analysis, Asset Managment, Bonds, Back Office, Business Requirements, Financial Services, Equity Derivatives, Market Risk, Hedge Funds, Business Analysis, FX Options, Alternative Investments, Performance Attribution, Bloomberg, Capital Markets, Commodity, Financial Markets, Options, Middle Office, Electronic Trading, Derivatives, PMP, Market Data, PMO, Emerging Markets, Mutual Funds, Investments, User Acceptance Testing, Requirements Analysis, Finance, Credit Derivatives, Treasury Management, FX trading, Investment Banking, Money Market, Integration, Investment Management, Calypso
Education
Villanova University 2003 — 2003
Certificate, Project Mangement
Stevens Institute of Technology 1997 — 2000
M.S., Technology Management
CFA 1990 — 1990
Completed Level I, Investments and Securities
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Finance
Fortigent, LLC May 2015 - Present
LPL Financial September 2014 - May 2015
LPL Financial January 2014 - September 2014
Wells Fargo October 2012 - January 2013
Enviowash 2009 - 2011
The Principal Financial Group/Granite Securities September 2004 - June 2008
Arbor Management October 2003 - July 2004
Neuberger Berman December 2000 - April 2003
Neuberger Berman February 1998 - December 2000
Neuberger Berman March 1996 - February 1998
Skills
Investments, Management, Securities, Financial Services, Asset Managment, PowerPoint, Microsoft Excel, Portfolio Management, Microsoft Office, Trading, Asset Allocation, Hedge Funds, Leadership, Microsoft Word, Mutual Funds
Education
Adelphi University 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Nomura June 2012 - Present
Jefferies & Company November 2008 - April 2012
Bank of America May 2004 - November 2008
Neuberger Berman June 1999 - May 2004
Gruntal & Co July 1997 - June 1999
Skills
Series 7, Series 63, ADP, Gloss, Euroclear, DTC, Swift Alliance, Microsoft Office, Bloomberg Terminal, Security Operations, Fixed Income, IPM, Investments, Prime Brokerage, Securities Lending, Middle Office, Derivatives, Options, Bonds, Equities, Electronic Trading, Equity Derivatives, Back Office, Corporate Actions, Settlement, Mutual Funds, Investment Banking, Securities, Bloomberg, Currency
Education
Baruch College 1990 — 1995
Applied Economics
Xaverian 1986 — 1990
Deutsche Bank November 2011 - Present
Neuberger Berman October 2008 - November 2011
Lehman Brothers August 2005 - September 2008
Alliance Capital May 2005 - July 2005
T. Rowe Price Associates July 1997 - September 2004
Sumitomo Bank July 1995 - July 1997
Education
University of Baltimore 2002 — 2004
MBA
American University - Kogod School of Business 2000 — 2001
MBA, Couse Work Towards MBA
The Johns Hopkins University 1990 — 1995
BA, Economics
Kent Place School 1986 — 1990
New York University
Intensive Credit Training Program
Neuberger Berman September 2009 - Present
Lehman Brothers October 2006 - September 2009
Checkfree Investment Services December 2002 - October 2006
Siebel Systems June 2000 - December 2002
Checkfree Investment Services May 1999 - June 2000
Security APL September 1997 - May 1999
Security APL December 1993 - September 1997
Disc Engineering June 1990 - June 1992
Skills
Business Analysis, Fixed Income, Trading Systems, Financial Services, SDLC, Management, Vendor Management, Requirements Analysis, Portfolio Management, Asset Management, Visio, IT Strategy, Requirements Gathering, Mutual Funds, Business Requirements, Analysis, Software Project..., Business Process, PMO, IT Management, SQL, Unix, Process Improvement
Education
Ahmadu Bello University 1985 — 1989
B.SC, Accounting
Phillips Exeter Academy
Celebrity Screens INC March 2001 - Present
Neuberger Berman February 1996 - July 2000
Skills
Advertising, Media Buying, Digital Marketing, Media Planning, Marketing Strategy, Online Advertising, Digital Strategy, Interactive Marketing, Social Media Marketing, Mobile Marketing, Advertising Sales, Online Marketing, Social Networking, Strategic Partnerships, Integrated Marketing, Outdoor Advertising, Digital Media, Social Media, New Business Development, Marketing
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
Finance
Neuberger Berman September 2009 - Present
Neuberger Berman February 2005 - June 2009
Citicorp Investment Services 2004 - 2005
UBS November 2001 - May 2004
Skills
Asset Allocation
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS, Finance
Manhattan College 1997 — 2001
BS Psychology, BA Religious Studies
Archbishop Molloy High School 1993 — 1997
Prudential Financial March 2014 - Present
Federal Reserve Bank of New York July 2013 - November 2013
Neuberger Berman July 2010 - March 2013
Horizon Blue Cross Blue Shield of NJ November 2007 - March 2010
AXA Equitable April 2000 - May 2007
McKinsey & Company October 1997 - April 2000
KRYSTALTECH, INC October 1993 - October 1997
Skills
Strategic Sourcing, Vendor Management, Sourcing, Procurement, Process Improvement, Negotiation, Global Sourcing, Purchasing, Forecasting, Contract Negotiation, SAP, Business Strategy, Outsourcing, Management, Cross-functional Team..., Supply Chain Management, Sales, Budgets, Six Sigma, Product Development, Business Analysis, Strategy, Pricing, Leadership, Project Management, Contract Management, Business Process, Manufacturing, Supply Chain, Analysis, IT Management, Business Process..., Telecommunications, Change Management, Human Resources, Software Documentation, RFP, CRM, Spend Analysis, Team Building, Team Leadership, B2B
Education
Baruch College, City University of New York (CUNY) 1990 — 1993
BBA, International Marketing
Queens College 1988 — 1990
NYU Langone Medical Center January 2015 - Present
Guardian Life Insurance November 2006 - January 2015
The Capital Markets Company (Capco) 2004 - 2006
Neuberger Berman 1993 - 2004
Skills
PeopleSoft, Business Analysis, Business Process..., SDLC, Vendor Management, Visio, Requirements Analysis, PMO, Business Process, Business Requirements, PMP, Requirements Gathering, Systems Analysis, IT Strategy, Business Intelligence
Education
City University of New York-Baruch College 1988 — 1992
Bachelor of Business Administration (BBA)
Neuberger Berman December 2012 - Present
Neuberger Berman June 2008 - December 2012
Neuberger Berman 2004 - 2008
Skills
Fixed Income, Investments, Portfolio Management, Equities, Risk Management, Financial Analysis, Financial Services, Project Management, Microsoft Office, Business Strategy, Bloomberg, Due Diligence, Microsoft Excel, Asset Management, Mutual Funds, Leadership
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, International Business Strategy, Economics
State University of New York College at Oswego
AllianceBernstein June 2010 - Present
Neuberger Berman October 2009 - October 2010
Strategic Insight February 2009 - October 2009
J&W Seligman October 2007 - January 2009
AllianceBernstein 2005 - 2007
Perfect Information 2003 - 2005
Standard & Poor's 2000 - 2003
OppenheimerFunds 1998 - 2000
Skills
Analysis, Analytics, Equities, Asset Managment, Fixed Income, Portfolio Management, Asset Allocation, Hedge Funds, Investments, Alternative Investments, Mutual Funds, Competitive Analysis, Competitive Intelligence, Market Analysis, Market Research, Excel models, Asset Management, Due Diligence, Separately Managed..., Strategy
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance
State University of New York College at Plattsburgh 1994 — 1998
B.S., Marketing
Neuberger Berman 2006 - Present
Morgan Stanley 2003 - 2006
MSCI Inc. 2003 - 2004
AllianceBernstein 1999 - 2003
Skills
Alternative Investments, Asset Management
Education
Barnard College 1995 — 1999
Barclays Investment Bank July 2012 - Present
RBS September 2008 - July 2012
Capco September 2005 - September 2008
Neuberger Berman August 2001 - February 2005
Neuberger Berman February 2000 - August 2001
Skills
Hedge Funds, Fixed Income, Securities, Risk Management, Equities, Capital Markets, Equity Derivatives, Financial Services, Investment Banking, Derivatives, Prime Brokerage, Due Diligence, Corporate Finance, Electronic Trading, Trading Systems, Swaps, Structured Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Finance
PMP Certification
Project Management
SunTrust Robinson Humphrey August 2005 - Present
Lehman Brothers 2003 - 2005
Neuberger Berman 1994 - 2003
Skills
Equities, Valuation, Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Asset Management, Bloomberg, Alternative Investments, Series 7, Equity Research, Investments, Series 63, Equity Trading, Securities, Portfolio Management, Derivatives, Trading, Trading Systems, Electronic Trading
Education
Fordham University - Graduate School of Business Administration 1997 — 2001
Master of Business Administration (M.B.A.), Finance, Entrepreneurial Studies
Babson College 1987 — 1991
Bachelor of Science (B.S.), Finance & Entrepreneurial Studies
JPMorgan Chase December 2012 - Present
Credit Suisse 2011 - December 2012
Neuberger Berman 2005 - 2011
UBS Wealth Management 2003 - 2005
Morgan Stanley 1998 - 2002
Smith Barney 1995 - 1998
Skills
Asset Management, Financial Services, Series 63, Equities, Investment Management, Fixed Income, Wealth Management, Mutual Funds, Hedge Funds, Asset Allocation, Securities, Investments, Investment Advisory, Investor Relations, Financial Markets, Capital Markets, Competitive Analysis, Pensions, Emerging Markets, Product Marketing, Technical Writing, Internal Communications, Crisis Communications, Asset Managment, Marketing, Relationship Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Marketing, Finance
Barnard College 1990 — 1994
Bachelor of Arts (BA), Economics
Cardozo
Neuberger Berman February 2012 - Present
John Hancock February 2007 - February 2012
Putnam Investments 2004 - 2007
The Ayco Company 2002 - 2004
Skills
Series 7
Education
American International College 1996 — 1998
Philips April 2014 - Present
Philips March 2011 - Present
Philips September 2008 - March 2011
Philips September 2007 - August 2008
Invivo Corporation July 2006 - July 2007
Neuberger Berman May 1994 - May 1999
Skills
Healthcare
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2000
Masters, Finance
Babson College 1990 — 1994
BS, Business Admin
L. Roy Papp & Associates 2004 - Present
IBM 2002 - 2004
Sanford C. Bernstein 1999 - 2000
Neuberger Berman 1997 - 1999
Skills
Finance, Portfolio Management, Management, Equities, Financial Analysis, Investments, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments
Education
Arizona State University - W. P. Carey School of Business 2000 — 2002
MBA, Financial Management & Markets
Villanova University 1992 — 1996
BS, Accounting
Neuberger Berman 2009 - Present
Lehman Brothers July 2008 - 2009
Lincoln Center for the Performing Arts September 2001 - July 2008
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Finance
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Finance
Neuberger Berman August 2004 - Present
Lehman Brothers August 2004 - September 2008
Education
Tbilisis Teknologiuri Instituti 1985 — 1991
Neuberger Berman February 2010 - Present
iQues February 2010 - Present
CUBE NETWORKS L.L.C. December 2008 - Present
Skills
Microsoft Exchange, VoIP, CCNA, Networking, Data Center, Active Directory, Troubleshooting, Software, Customer Service, Hardware, VMware, Microsoft Office, Windows Server, Negotiation, Symantec Endpoint..., Forecasting, Cisco Technologies, Technical Support, Network Administration, System Administration, Servers, Cloud Computing, Virtualization, Routing, Unix, Information Technology, Microsoft SQL Server, ITIL, Integration, DNS, Security
Education
NetCom Information Technology 2007 — 2007
Networking
Taškentskij Elektrotehniceskij Universitet Svjazi 2001 — 2005
Bachelor, Networking and Telecommunication
Ernst & Young July 2011 - Present
Neuberger Berman August 2007 - July 2011
Highland Park Methodist Child Development August 2006 - July 2007
Skills
Excel, Microsoft Office, Customer Relations
Education
Auburn University 2002 — 2006
Bachelor of Science, Child Development
Massage Envy October 2009 - Present
Merrill Lynch July 1999 - April 2006
Neuberger Berman January 1994 - July 1999
Merrill Lynch October 1986 - January 1994
Skills
Therapeutic Massage, Deep Tissue Massage, Myofascial Release, Reflexology, Swedish, Craniosacral Therapy, Management, Accounting, Training
Education
Cortiva Institute - Somerset School of Massage Therapy 2008 — 2009
Diploma, Massage Therapy
New York Institute of Finance 1992 — 1993
Specific job related coursework, Finacial Services Operations
Adelphi University 1981 — 1985
BA, History, Economics, Political Science
Cohen & Steers, Inc. August 2005 - Present
Neuberger Berman January 2000 - August 2005
Lehman Brothers 2004 - 2005
Salomon Smith Barney 1998 - 1999
Santander Investment Securities, Inc. 1996 - 1998
Skills
Asset Management, Hedge Funds, Equities, Alternative Investments, Capital Markets, Fixed Income, Mutual Funds, Investments, Securities, Bloomberg, Financial Services, Financial Analysis, Investment Management, Collateral Management, Investment Banking, Asset Managment, Asset Allocation, Portfolio Management, Series 7
Education
Adelphi University 1994 — 1996
Accounting
State University of New York College at Plattsburgh 1986 — 1988
BS, Accounting
Nassau Community College 1983 — 1985
AS, Accounting
Neuberger Berman March 2015 - Present
AXA Equitable August 2001 - March 2015
The Dreyfus Corporation October 1995 - July 2001
Kramer Levin Naftalis & Frankel LLP September 1994 - September 1995
Reid & Priest March 1994 - September 1994
Skills
Notary Public, Legal Assistance, Corporate Governance, Mutual Funds, Budgets, Strategic Planning, Leadership, Intellectual Property, Employment Law, Trusts, Estate Law, Business Strategy, Administrative..., Insurance Law, Arbitration, Wordperfect, FINRA, Outlook, Trademarks
Education
Adelphi University 1993 — 1994
Lawyer's Assistant Program, Generalist Certificate
University at Albany, SUNY 1989 — 1993
BA, History (Concentration in American History)
Neuberger Berman Trust Company N.A. November 2012 - Present
Law Offices of Joanne R. Sternlieb June 2002 - October 2012
Neuberger Berman 1999 - 2002
Simpson Thacher & Bartlett 1987 - 1998
Skills
Estate Planning, Trusts, Wills, Estate Administration, Powers of Attorney, Estate Law
Education
New York University School of Law 1984 — 1987
JD
Amherst College 1979 — 1983
B.A., magna cum laude, in Psychology
TIAA-CREF October 2014 - Present
TIAA-CREF December 2011 - September 2014
Lord Abbett September 2008 - December 2011
Lord Abbett March 2006 - August 2008
Neuberger Berman January 2005 - March 2006
Skills
Alternative Investments, Equities, Hedge Funds, Strategy, Bloomberg, Investments, Asset Managment, Series 7, Fixed Income, Series 63, Equity Research, Asset Allocation, Capital Markets, Financial Analysis, Financial Modeling, Portfolio Management, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
MBA, Finance & Investments
Drew University 2000 — 2004
Economics
Don Bosco Prep 1996 — 2000
National Nuclear Security Administration June 2014 - September 2015
U.S. Department of State January 2014 - April 2014
118 Capital, Inc. September 2012 - September 2013
Building Hope June 2013 - August 2013
United States Senate May 2013 - July 2013
Tower Research Capital August 2010 - August 2012
Hong Kong Institute of Education August 2009 - July 2010
Neuberger Berman July 2008 - July 2009
Skills
Foreign Policy, Research, Policy Analysis, Nonprofits, International Relations, Fundraising, Politics, Private Equity, Project Management, Public Policy, Economic Development, Economics, International..., Community Outreach, Political Science, Stata, Qualitative Research, Social Entrepreneurship, Program Management, Diplomacy, Impact Investing, International Economics, Leadership, Quantitative Analytics, Human Rights, Intercultural..., Quantitative Research, Emerging Markets, Spanish, Political Campaigns, Program Evaluation, Policy, Foreign Affairs, NGOs, Government, Capacity Building, National Security, Due Diligence, Alternative Investments, Financial Modeling, Valuation, Teaching, Financial Markets, Investments
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of International Affairs
Amherst College 2004 — 2008
Bachelor of Arts, cum laude, Political Science
Ramius Capital Group April 2007 - Present
Focus Investment Group 2000 - 2007
Neuberger Berman 1996 - 2000
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
MBA, Finance
Prudential Financial February 2013 - Present
Sandy's aftermath November 2012 - Present
Ridge Clearing/Broadridge December 2005 - May 2012
Neuberger Berman 1986 - 2004
Skills
Prime Brokerage, Series 7, Securities Lending, Series 63, Securities, Equities, Fixed Income, Middle Office, Back Office, Trading, Collateral Management, Mutual Funds, Bonds, Corporate Actions, DTC, LOANET, BPS, Settlement, Hedge Funds, Funding, Capital Markets, Loanet, Asset Management, Financial Services, Cash Management, Options, FINRA
Education
New York Institute of Finance 1980 — 1981
Series 7 & 63, Stock Brokerage Accounting
Adelphi University 1977 — 1978
Ft Hamilton High School 1971 — 1975
Academic, High School
PHOTON Consulting April 2012 - April 2013
PHOTON Consulting March 2010 - March 2012
PureSense October 2009 - February 2010
Wellington Management July 2008 - December 2008
Neuberger Berman June 2007 - August 2007
Indiana University June 2006 - August 2006
National Institutes of Health April 2003 - August 2003
Skills
Financial Modeling, Data Analysis, Strategic Planning, Energy, Financial Analysis, Management Consulting, Strategic Consulting, Market Research, Qualitative Market..., Quantitative Analysis, Quantitative Research, Quantitative Finance, Quantitative Modeling, Solar, Photovoltaics, Renewable Energy, Alternative Energy, Energy Management, Distributed Generation, Distributed..., Competitive Intelligence, Market Intelligence, Quantitative Analytics, Solar Energy, Distributed Systems, Qualitative Research, Strategy, Cleantech, Economics, Business Development, Equity Research, Market Analysis, Start-ups, Product Development, Sustainable Energy, Energy Policy, Venture Capital, Analysis
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Amherst College 2004 — 2008
Bachelor of Arts, Psychology
Bethesda-Chevy Chase High School 2000 — 2004
Slick Enterprises Inc. November 2012 - Present
Northern Trust March 2011 - November 2012
J.I. Kislak Inc August 2005 - March 2011
Neuberger Berman December 1996 - July 2005
Skills
Investments, Asset Management, Portfolio Management, High Net Worth..., Asset Allocation, Wealth Management, Investment Strategies, Investment Advisory, Equities, Fixed Income, Private Equity, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds
Education
Pace University - Lubin School of Business 2001 — 2004
M.B.A., Investment Management
Allegheny College 1992 — 1996
B.A., Economics
Neuberger Berman January 2012 - Present
Neuberger Berman October 2008 - February 2012
Lehman Brothers July 2008 - October 2008
Lehman Brothers June 2007 - May 2008
Skills
Private Equity, Hedge Funds, Account Reconciliation, Middle Office, Accounting, Distressed Debt, General Ledger, Equities, Risk Management, Fund Accounting, Due Diligence, Asset Managment, Investments, Bloomberg, Valuation, CPA, Trading, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accountancy
Townsend Harris High School 2000 — 2004
HS Diploma
Deakin University
Trian Partners August 2012 - Present
Goldman Sachs Asset Management November 2009 - August 2012
Neuberger Berman September 2008 - November 2009
Lehman Brothers June 2008 - September 2008
Skills
Hedge Funds, Alternative Investments, Series 7, Asset Managment, Series 63, Fixed Income, Bloomberg, Quantitative Analytics
Education
Barnard College 2004 — 2008
BA, Political Science
United Bankshares, Inc 2015 - 2015
Freddie Mac January 2010 - June 2014
CGI July 2009 - December 2009
Barclays Capital September 2009 - November 2009
Lehman Brothers September 2005 - September 2008
Neuberger Berman October 2000 - September 2005
Stroock & Stroock & Lavan LLP June 1998 - October 2000
Sprint PCS September 1998 - February 1999
Skills
Management, System Administration, Quality Assurance, Disaster Recovery, Leadership, Customer Service, Technical Support, Troubleshooting, SDLC, Data Center, Project Management
Education
American International College 1994 — 1998
BA, Management Information Systems
Allianz Global Investors October 2008 - Present
Neuberger Berman April 2004 - October 2008
Ameriprise Financial Advisors April 1994 - April 2004
Skills
Alternative Investments, Asset Allocation, Investment Management, Mutual Funds, Investments, Investment Strategies, Asset Management, Hedge Funds, Asset Managment
Education
University of Colorado at Boulder - Leeds School of Business 1989 — 1990
MBA
Babson College 1983 — 1987
BS, Investments
Citi February 2012 - Present
Citi June 2011 - February 2012
Pershing April 2010 - December 2010
JPMorgan Asset Management 2005 - 2009
Neuberger Berman November 2004 - February 2005
Alliance Capital Management June 2001 - November 2004
PIMCO June 1997 - December 2000
Prudential Investments March 1997 - May 1997
TIAA-CREF September 1991 - March 1997
Skills
Relationship Management, Financial Services, Leadership, Mutual Funds, Asset Management, Management, Cross-functional Team..., Project Management, CRM, Series 7, Forecasting, Sales, Banking, Alternative Investments, Vendor Management, Series 63
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Mangement
Harry S Truman High School 1980 — 1984
Jennison Associates and QMA February 2007 - Present
Jennison Associates and QMA February 2007 - December 2011
JPMorgan 2001 - 2007
Neuberger Berman 1997 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, Marketing
Albion College 1987 — 1991
BA, Economics & Management
First Manhattan Co. February 2005 - Present
Roanoke Asset Management June 1999 - February 2005
Oppenheimer Capital January 1997 - June 1999
Neuberger Berman January 1996 - June 1997
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Trading, Capital Markets, Asset Management, Series 7, Management, Securities, Bloomberg, Trading Systems, Portfolio Management, Investments, Financial Markets, Financial Services, Series 63, Derivatives, Investment Banking, Bonds, Electronic Trading, Equity Trading
Education
New York University 2006 — 2009
Risk Management
Adelphi University 1994 — 1995
Finance
Neuberger Berman December 2011 - Present
Dr Pepper Snapple Group August 2007 - December 2011
Skills
CCNA, SAP, Microsoft Certified..., IT Service Management, Oracle, Altiris, Vendor Management, ITIL, Cisco Technologies, MCSE, MCTS, IT Strategy, Business Process, Leadership
Education
Polk State College 2004 — 2006
Western Connecticut State University 1986 — 1990
Abilene Christian University 1985 — 1986
Neuberger Berman July 2007 - Present
Lehman Brothers 2007 - Present
Compass Advisers 2006 - 2007
UBS Investment Bank 1996 - 2000
Skills
Travel Arrangements, Administrative..., Office Management, Executive Support, Expense Management, Calendaring, Calendars, Concur, Confidentiality, Customer Service, Diary Management, Spreadsheets, Expense Reports, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Executive...
Education
Ashford University
Bachelor of Arts (B.A.), Psychology
Investment Management Group [Baruch College Fund] September 2013 - January 2015
UBS Investment Bank June 2014 - August 2014
Neuberger Berman June 2013 - August 2013
AXA Equitable 2010 - 2012
Skills
Investments, Asset Managment, Valuation, Derivatives, Due Diligence, Strategy, Equities, Series 7, Financial Analysis, Bloomberg, Corporate Finance, Analysis, Asset Management, Equity Research, Investment Banking, Mutual Funds, Portfolio Management, Trading
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.7/4.0
Hunter College Highschool
Stuyvesant Highschool
CANTOR FITZGERALD July 2015 - Present
NEUBERGER BERMAN December 2012 - March 2015
CANTOR FITZGERALD June 2009 - November 2012
DELOITTE TAX, LLP September 2006 - June 2009
Levyti Consulting October 2005 - August 2006
KPMG LLP March 2000 - September 2005
Skills
Corporate Tax, Tax, Income Tax, Tax Accounting, Auditing, CPA
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2008
MS, Taxation
New York University 2004 — 2005
Selected Coursework, Information Technology
Saint John's University - Peter J. Tobin College of Business 1993 — 1995
MBA, Accounting
Adelphi University
Master of Science (M.S.), Banking & Financial Services
Adelphi University
Bachelor of Science (B.S.), Business Management
Neuberger Berman 2013 - Present
Siemens July 2005 - December 2012
Education
Akademia Górniczo-Hutnicza im. Stanisława Staszica w Krakowie 1990 — 1995
Master's degree, Computer Science
Neuberger Berman May 2007 - Present
Nuveen Investments November 1992 - May 2007
Skills
Series 63, Series 7, Mutual Funds, Asset Allocation, Wealth Management, Series 65, Alternative Investments, Separately Managed...
Education
American University - Kogod School of Business 1990 — 1992
MBA, Marketing & Finance
Boston University - College of Communication 1986 — 1990
BS, Broadcasting & Film
The Agnes Irwin School
Neuberger Berman June 2010 - Present
Lynx Capital Partners June 2008 - May 2010
Skills
Equity Trading, Equities, Bloomberg, Mutual Funds, Trading, Investments, Project Management, Series 7, Asset Management, Series 63, Microsoft Excel, PowerPoint, FactSet
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (MBA), Finance, General, 3.56
University at Albany, SUNY 2004 — 2008
B.S., Finance, Management
Unitarian Universalist Association May 1997 - Present
Home September 1980 - August 1990
Neuberger Berman 1974 - 1980
Skills
Office Management, Microsoft Office, People Management
Education
Kirkland College 1971 — 1973
Albion College 1969 — 1971
Neuberger Berman December 2011 - Present
Neuberger Berman September 2010 - 2011
LaGuardia Community College April 2006 - June 2006
Skills
Equities, Fixed Income, Microsoft Excel, Hedge Funds, Series 7
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BA, Finance and Investments
LaGuardia Community College/CUNY
Associate, Applied Science; Computer Information Systems
J.P. Morgan July 2013 - Present
Neuberger Berman February 2011 - April 2013
J.P. Morgan July 2007 - February 2011
Skills
Investments, Bloomberg, Equities, Series 7, Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Capital Markets, Financial Analysis, Financial Modeling, Finance, Financial Services, Sales
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
B.B.A., Accounting
Neuberger Berman board memberUnion Settlement Association2000 - 2010
Education
Amherst College
Time Inc. June 2012 - Present
Morgan Stanley Smith Barney January 2012 - March 2012
Time Inc. June 2011 - August 2011
LAMCO LLC July 2010 - September 2010
Lehman Brothers July 2008 - August 2008
Neuberger Berman July 2008 - August 2008
Skills
Forecasting, Financial Analysis, Wealth Management, Finance, Budgets, Business Analysis, Risk Management, Microsoft Word, Financial Modeling, Analytics
Education
City University of New York-Baruch College 2009 — 2013
Accounting
JPMorgan Chase October 2013 - Present
MedSynergies November 2012 - October 2013
Neuberger Berman July 2005 - October 2012
Tenet Healthcare Corporation June 1999 - July 2005
BDO Seidman LLP November 1997 - May 1999
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Accounting
Scotia Capital December 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers October 2005 - September 2008
Neuberger Berman October 1997 - September 2004
Dean Witter September 1996 - October 1997
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
MBA, Finance
Warsaw School of Economics 1984 — 1990
Masters, Economics of International Commerse
EY June 2013 - Present
Neuberger Berman March 2012 - June 2013
Baruch College Accounting Society August 2011 - August 2012
National Football League June 2011 - September 2011
Merrill Lynch February 2011 - May 2011
NYC Department of Environmental Protection June 2009 - August 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Taxation
Baruch Honors College/ CUNY 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Summa Cum Laude
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Summa Cum Laude
Neuberger Berman February 2014 - Present
Neuberger Berman August 2010 - January 2014
Neuberger Berman February 2009 - August 2010
Skills
Mutual Funds, Series 63, Series 7, Alternative Investments, Series 6, Asset Allocation, Uniform Combined State..., Securities, Equities, Separately Managed..., Wealth Management, Fixed Income, Asset Management, Investments, Series 65, Investment Advisory, Hedge Funds
Education
Baruch College
MKM Partners October 2011 - Present
Knight Equity Markets August 2004 - September 2011
Harvest Management June 1994 - August 2004
Neuberger Berman August 1984 - June 1994
Skills
Equities, FINRA, Portfolio Management, Alternative Investments, Equity Research, Series 24, Management, Financial Services, Asset Management
Education
Adelphi University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
STARR Career Development Center August 2012 - May 2015
BlackRock May 2014 - August 2014
Neuberger Berman June 2013 - August 2013
Tishman Speyer July 2012 - August 2012
Weil Gotshal and Manges June 2011 - August 2011
Ernst & Young June 2010 - August 2010
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Brooklyn Technical High School 2007 — 2011
Neuberger Berman January 2014 - Present
Neuberger Berman January 2010 - December 2012
Neuberger Berman January 2006 - December 2009
Neuberger Berman July 2004 - December 2005
Skills
Global Equities, Fixed Income, Charles River IMS, MacGregor
Education
Fordham University 2002 — 2005
Master of Business Administration (MBA), Finance, General
Baruch College
Bachelor of Business Administration (BBA), International Marketing
Neuberger Berman September 2013 - Present
Balyasny Asset Management L.P. March 2007 - May 2013
HSBC October 2006 - March 2007
Barclays April 2004 - October 2006
Barclays February 2001 - April 2004
Skills
Equities, Fixed Income, Hedge Funds, Derivatives, Asset Management, Capital Markets, Investment Banking, Bloomberg, Alternative Investments, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
SUNY Albany
Bachelor's degree, Economics
Neuberger Berman January 2014 - Present
Neuberger Berman June 2011 - December 2013
Merrill Lynch September 2010 - January 2011
JPMorgan Chase January 2010 - February 2010
Agricultural Bank of China July 2009 - September 2009
Bank of Communications Limited May 2009 - June 2009
Skills
Matlab, VBA, C++ Language, Bloomberg Terminal, ThomsonOne, Thomson MarketQA, Microsoft Office, Charles River IMS, InDesign, Photoshop, Equities, Finance, Financial Risk, Investment Management
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance / Mathematics
Lehmann Maupin July 2014 - Present
Neuberger Berman January 2007 - June 2014
The Jewish Museum December 2003 - November 2006
Skills
Contemporary Art, Microsoft Excel, Fine Art
Education
NYU Institute of Fine Arts