PineBridge Investments
Industry: Company
DescriptionHeadquarters: United States of America Founded: 1996 Subsidiaries: PineBridge Investments Europe Limited, Parent organization: PineBridge Investments Holdings US LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportPinebridge Investments LlcWebsiteDirections Saved (0) Saved Save Investment service in Houston, Texas Located in: The America TowerAddress: 2727 Allen Pkwy, Houston, TX 77019 Phone: (713) 284-5900Website: : : : : : Place name: Hours: : Category: Website: https://www.pinebridge.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pinebridge Investments Llc Posting publicly on the Web Write a review Reviews Be the first to review
PineBridge Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PineBridge Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
PineBridge Investments Salaries. You can even request information on how much does PineBridge Investments pay if you want to. Learn about salaries, pros and cons of working for PineBridge Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
335 PineBridge Investments employees in database. Find out everything there's to know about PineBridge Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
PineBridge Investments Employees
PineBridge Investments January 2014 - Present
PineBridge Investments May 2012 - December 2013
PineBridge Investments May 2010 - May 2012
AIG January 2010 - May 2010
AIG January 2005 - December 2009
AIG April 2003 - December 2004
Lonuzzi & Woodland, LLP October 1998 - April 2003
Skills
Legal Support, Legal Document Review, Document Drafting
Education
Borough of Manhattan Community College 2009 — 2011
CUNY New York City College of Technology 2000 — 2003
Katherine Gibbs School 1997 — 1998
Fort Hamilton High School 1994 — 1997
Brooklyn Technical High School 1993 — 1994
Greater Than One October 2014 - June 2015
PwC January 2013 - September 2014
PineBridge Investments May 2011 - December 2012
PwC June 2012 - August 2012
Morgan Stanley Smith Barney January 2011 - April 2011
Better Business Bureau March 2010 - December 2010
New York Junior Tennis League January 2008 - December 2008
Impressions Inc (Thomas A. Edison Career and Technical Education High School) September 2007 - June 2008
Health Science Communications September 2007 - February 2008
Skills
Accounting, Auditing, Account Reconciliation, Microsoft Excel, Financial Analysis, Financial Statements, PowerPoint, Financial Reporting, Analysis, Finance, Internal Controls, Investments, Bloomberg, Financial Accounting, Accounts Payable, Banking, Photoshop, InDesign, Illustrator, BrightEdge, Google Analytics
Education
University of North Alabama 2015 — 2015
Accounting
City University of New York-Baruch College 2010 — 2015
Bachelor's Degree, Marketing
PineBridge Investments January 2011 - July 2012
Morgan Stanley March 2005 - June 2009
Deutsche Bank 2002 - 2004
Goldman Sachs 1998 - 1999
Skills
Hedge Funds, Alternative Investments, Private Equity
Education
Columbia Business School 2001 — 2002
MBA, Finance
Harvard University
BA, Political Science and Government
Bronx High School of Science
Ray Partners, Inc. July 2013 - Present
Toeroek Associates October 2012 - June 2013
PineBridge Investments December 2000 - June 2012
Bond Logistix LLC (Formerly a division of Orrick, Herrington and Sutcliffe LLP and Dain Rauscher) August 1997 - December 2000
Shaw Industries October 1992 - August 1997
Skills
Executive Level..., Microsoft Word, Microsoft Excel, PowerPoint, Adobe Acrobat, Self Management, Efficiency, Scheduling, Coordination, Team-oriented, Vendor Relationships, Accounts Payable, Event Planning, HR Liaison, Cost Saving Initiatives, Administrative..., Office Management, Outlook, Human Resources, Invoicing, Executive..., Administrative...
Education
Cisco College 1991 — 1992
AA, Mathematics, Secondary Education
Midwestern State University 1989 — 1991
Mathematics and Spanish
Robert Half August 2013 - Present
The Abernathy MacGregor Group July 2014 - February 2015
PineBridge Investments September 2013 - July 2014
Sunset Plaza Insurance Agency March 2013 - August 2013
AdColony September 2012 - February 2013
A.I. Entertainment January 2008 - August 2012
Bombay Furniture Company October 2005 - January 2008
US Navy October 2001 - March 2005
Life Skills Resources Center November 1997 - November 1999
Sackett General Contractors June 1990 - December 1996
Skills
Executive..., Microsoft Office, Microsoft Excel, Outlook, Accounts Payable &..., Office Administration, Microsoft Word, Research, Management, Customer Service, Event Management, Creative Writing, Social Media, Social Networking, PowerPoint, Event Planning, Advertising, Teaching, Facebook, Film, Social Media Marketing, Data Entry, Office Management, Administrative..., Adobe Acrobat
Education
California State University-Los Angeles 2009 — 2011
Bachelor of Science (BS), Mathematics
Raritan Valley Community College 2005 — 2006
Associate of Science (A.S.), Early Childhood Education and Teaching
U.S. Navy 2001 — 2005
PineBridge Investments 2010 - Present
AIG 2004 - 2010
SunAmerica Financial Group 1999 - 2004
Transamerica 1996 - 1998
Skills
Investments, CLO Analysis, Account Reconciliation, Fixed Income, Alternative Investments, Asset Management, Securities, Valuation Modeling, Financial Modeling, Financial Accounting
Education
California State University-Los Angeles
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of California, Los Angeles
Bachelor's Degree, Economics
Vanguard June 2013 - Present
Fry's Food and Drug December 2006 - May 2013
North Star Resource Group July 2012 - September 2012
PineBridge Investments August 2011 - December 2011
Skills
Financial Analysis, Human Resources, PowerPoint, Sales, Microsoft Office, Public Speaking, Research, Customer Satisfaction, Teamwork, Time Management, Customer Service, Microsoft Excel, Recruiting
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Arizona State University 2010 — 2013
Certification, International Business
Chandler/Gilbert Community College 2008 — 2010
Associate's degree, Business/Commerce, General
PineBridge Investments January 2014 - May 2014
PineBridge Investments July 2013 - December 2013
CIMB Thai Public Company Limited November 2009 - June 2012
PwC August 2007 - August 2009
Shanghai My Whole Way CPAs August 2006 - June 2007
Skills
Investments, Auditing, Financial Modeling, Structured Products, Corporate Finance, Exotic Derivatives, Financial Product..., Financial Risk..., Valuation, Matlab, Chartered Financial..., Teamwork, Stock Market Analysis, Business Valuation, Bloomberg, DCF, Capital Markets, Emerging Markets, Equity Research, Equity Valuation, C++ Language, Financial Analysis, Portfolio Management, Financial Markets, Derivatives, Due Diligence, Private Equity
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Fudan University 2004 — 2006
Certificate, Mandarin
Chulalongkorn Mahawitthayalai 2000 — 2004
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Novus Partners, Inc. October 2014 - Present
Novus Partners April 2013 - September 2014
PineBridge Investments October 2011 - April 2013
JP Morgan November 2009 - October 2011
Knight Capital Group June 2008 - September 2008
Sherwin Williams June 2007 - September 2007
Skills
Equities, Hedge Funds, Investments, Management, Portfolio Management
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2009
BS, Finance and Economics
IGS Energy May 2015 - Present
US Army March 2010 - Present
Ohio University Student Equity Management Group September 2014 - December 2014
PineBridge Investments May 2014 - August 2014
Edward Jones August 2013 - June 2014
Balboa Electrical & Plumbing June 2006 - May 2014
Skills
Entrepreneurship, Leadership, Teamwork, Microsoft Excel, Communication, Problem Solving, Sales, Cold Calling
Education
Ohio University 2014 — 2016
Bachelor of Arts (B.A.), Finance, Marketing
Cedarville University 2011 — 2014
Bachelor of Arts (B.A.), Finance, Marketing
PineBridge Investments November 2013 - August 2014
EY June 2013 - August 2013
Meaden & Moore May 2012 - June 2013
ARTIO GLOBAL June 2011 - May 2012
Skills
Accounting, Forensic Accounting, Fraud, CPA, Accounts Receivable, Outlook, Corporate Finance, Microsoft Office, Budgets, Bookkeeping, Internal Controls, Analysis, Data Analysis, Customer Service, Research, Sarbanes-Oxley Act, Income Tax
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Master's degree, Accounting
Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
PineBridge Investments March 2010 - Present
AIG Global Investment Group December 2004 - March 2010
Deutsche Bank January 2000 - December 2004
Garban Broking Services January 1998 - December 1999
Deutsche Bank January 1995 - December 1997
Bankers Trust November 1991 - December 1995
Skills
Investments, Alternative Investments, Hedge Funds, Private Equity, Financial Analysis, Financial Reporting, Financial Planning, Financial Modeling, Financial Management, Financial Accounting, Financial Control, Corporate Finance, Managerial Finance, Financial Audits, Management, Equities, Portfolio Management, Emerging Markets, Fund Of Funds, Financial Services, Strategy, Finance
Education
Boston University 1988 — 1991
B.S. B.A., Finance & Accounting
PineBridge Investments July 2015 - Present
Rahmanan Antique & Decorative Rugs June 2014 - June 2015
Basically Kids May 2013 - January 2014
Rahmanan Antique & Decorative Rugs July 2013 - December 2013
R2M2 May 2012 - August 2012
Skills
Microsoft Word, Access, Microsoft Excel, Data Entry, B&W Photography, Digital Photography, PowerPoint, QuickBooks
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
PineBridge Investments June 2000 - Present
Royal Bank of Canada 1997 - 1999
Creditanstalt Corporate Finance, Inc. 1996 - 1997
Credit Lyonnais 1991 - 1996
The Bank of New York 1989 - 1991
Education
Columbia University - Columbia Business School 1987 — 1989
MBA
University of California, Los Angeles
BA
Instituto Vera-Cruz
The Branson School
High School
PineBridge Investments January 2013 - August 2014
PineBridge Investments March 2012 - December 2012
PineBridge Investments March 2010 - February 2012
AIG INVESTMENTS January 2005 - February 2010
Skills
Human Resources, Bloomberg Terminal, HRIS Database Management, Workday, PeopleSoft, Office Management, Access, Asset Management, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, System Administration, Payroll, Employee Benefits, Employee Relations, Organizational..., Office Administration, Administrative..., Invoicing, Performance Management, Generalist Duties, Recruiting, Interpreting, Administrative..., Onboarding, HRIS, Interviews
Education
City University of New York-Herbert H. Lehman College 2010 — 2016
Bachelor's Degree, Business/Managerial Economics
CUNY Bronx Community College 2005 — 2010
Associate's Degree, Business Administration and Management, General
Turtle Creek Investment Advisors, LLC November 2013 - Present
PineBridge Investments March 2011 - November 2013
Coleman Research September 2009 - March 2011
Basswood Capital Management, LLC March 2008 - July 2008
Education
Baruch College, City University of New York (CUNY)
Bachelor of Arts (B.A.), Double Major in Mathematics & Economics
Campbell Soup Company June 2014 - August 2014
PineBridge Investments January 2012 - June 2013
PineBridge Investments April 2010 - December 2011
AIG Investments January 2009 - March 2010
AIG Global Investment Group June 2006 - December 2008
Skills
Hedge Funds, Alternative Investments, Bloomberg, Investment Management, Portfolio Management, Valuation, Fund Of Funds, Investments, Consumer Products, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Marketing and Operations Management
Amherst College 2002 — 2006
Bachelor of Arts (B.A.), Economics and Computer Science
Capco January 2015 - Present
PineBridge Investments April 2014 - December 2014
MZ Group August 2013 - December 2013
Zolio Inc March 2013 - June 2013
Cathay Bank July 2012 - January 2013
Levi Strauss & Co. July 2011 - September 2011
Skills
Cantonese, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, ThomsonOne, IR Navigator, Research, Teamwork, Public Speaking, Finance, Financial Analysis, Spreadsheets, Time Management
Education
Baruch College 2010 — 2014
Bachelor's Degree, Finance & Investments, Major GPA: 3.8/4.0
Morgan Stanley October 2014 - Present
PineBridge Investments July 2008 - October 2014
Bethpage Federal Credit Union April 2008 - June 2008
Askari Bank November 2006 - February 2008
Securities and Exchange Commission of Pakistan June 2005 - October 2006
GunnAllen Financial April 2003 - March 2005
Abbott Laboratories December 2002 - March 2003
Tri-State Developers NY, Inc January 2002 - November 2002
Skills
Multicurrency..., General Ledger..., General Ledger Migration, General Ledger Cleanup, Startup Experience, Process Development, Process Improvement, Policies and Procedures..., Internal Controls, Accounting, Account Reconciliation, Financial Reporting, General Ledger, Consolidation, Forecasting, Accounts Payable, Analysis, Auditing, Budgets, Cash Flow Forecasting, Equities, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Statements, IFRS, Investments, Management, Managerial Finance, Portfolio Management, Private Equity, Process Simulation, QuickBooks, Risk Management, SAP, Sarbanes-Oxley Act, Start-ups, Tax, US GAAP, Valuation, Corporate Finance, Due Diligence, SEC filings, Strategic Financial..., Internal Audit, GAAP, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
Bachelors of Business Administration, Accounting
F-Squared Investments August 2013 - May 2015
PineBridge Investments July 2012 - August 2013
BNY Mellon Beta Management & Mellon Transition Management November 2004 - February 2012
Askari Risk Management 1998 - 2004
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Mutual Funds, Investment Management, Portfolio Management, Derivatives, Bloomberg, Investments, Series 7, Asset Allocation, Series 63
Education
Boston University Questrom School of Business 1994 — 1998
MBA, Finance
Middlebury College 1988 — 1992
Bachelor of Arts (BA), Economics
PineBridge Investments June 2015 - Present
Moelis & Company July 2014 - June 2015
Columbia University September 2012 - May 2014
Goldman Sachs May 2013 - August 2013
Benchmark Solutions September 2012 - February 2013
Massachusetts General Hospital June 2012 - August 2012
West End Advisors January 2012 - June 2012
UBS January 2012 - May 2012
Skills
Matlab, Java, Data Analysis, C++, Microsoft Excel, Research, Microsoft Office, PowerPoint, SQL
Education
Columbia University in the City of New York
Bachelor of Science (Bsc) Operations Research: Engineering Management Systems, Minors: Economics, Entrepreneurship
Capital Vision January 2015 - August 2015
PineBridge Investments August 2014 - October 2014
Aviva Investors North America January 2013 - June 2013
The University of Iowa August 2012 - December 2012
The University of Iowa December 2011 - December 2012
IHS June 2012 - August 2012
Industrial and Commercial Bank of China June 2011 - August 2011
Skills
C++, SQL, R, Fixed Income, Bloomberg, Financial Analysis, Credit Analysis, Financial Modeling, Microsoft Excel, Equity Valuation, Investment Banking, Analysis, Economic Research
Education
Boston University Questrom School of Business 2015 — 2017
Master’s Degree, Mathematical Finance
University of Iowa 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Mathematics
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
PineBridge Investments January 2012 - Present
PineBridge Investments July 2010 - December 2011
PineBridge Investments August 2009 - July 2010
Sumitomo Mitsui Banking Corporation June 2008 - July 2009
UBS Financial Services January 2009 - May 2009
Skills
Bloomberg, Valuation, Portfolio Management, Real Estate, Microsoft Excel, Financial Modeling, Distressed Assets, Financial Analysis, Equities, Alternative Investments, Private Equity, Corporate Finance, Investment Banking, Investments, Equity Research, Equity Trading, Finance, Asset Management, Emerging Markets, Asset Managment, Non-Performing Real..., REO, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance, Mathematics
Belarusian State Economic University 1999 — 2003
Finance
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
PineBridge Investments July 2007 - July 2013
Skills
Hedge Funds, Valuation, Bloomberg, Equities, Fixed Income, Equity Research, Emerging Markets, Corporate Finance, Capital Markets, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
New York University 2003 — 2007
Bachelor of Arts (B.A.), Economics
NYU Langone Medical Center December 2013 - Present
PineBridge Investments 1996 - March 2013
AIG 1996 - 2013
St. Luke's-Roosevelt Hospital Center 1995 - 1996
Deutsche Bank (formerly Bankers Trust) 1989 - 1995
Skills
Investments, Equities, Bloomberg, Asset Management, Hedge Funds, Emerging Markets, PowerPoint, Event Planning, Time Management, Equity Research, Employee Benefits, Management, Software Documentation, Insurance, Marketing, FINRA, Event Management, Project Management, Administrative..., Office Management, Outlook, Budgets
Education
City University of New York City College
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies, magna cum laude GPA: 3.6
Columbia Sciences Po Dual BA 2012 - Present
New Holland Capital June 2015 - August 2015
Pharus Advisors, LLC March 2015 - June 2015
PineBridge Investments July 2014 - August 2014
Carlton Mansfield Consulting June 2013 - June 2014
Earthbound Farm June 2012 - July 2012
University of Pennsylvania June 2012 - July 2012
US Congress June 2011 - July 2011
Skills
Salesforce.com, French, Marketing, Product Development, Strategic Planning, Business Strategy, Management, Social Networking, Product Marketing, Creative Writing, InDesign, Data Analysis, Leadership, Social Media Marketing, Photography, Marketing Communications, Event Management, Political Science, Fundraising, Teaching
Education
Columbia University in the City of New York 2014 — 2016
Bachelor of Arts (B.A.), Political Science with Business Management Concentration
Institut d'Etudes politiques de Paris / Sciences Po Paris 2011 — 2014
Bachelor of Arts (B.A.), Economics with a specialization in Asian studies
Pinewood High School 2009 — 2012
GPA: 4.57(weighted)/ 3.98 (unweighted)-- Valedictorian
Win & Christie Neuger Foundation February 2013 - Present
PineBridge Investments February 1996 - January 2013
Skills
Investments, Investment Management, Asset Management, Equities, Alternative Investments, Private Equity, Portfolio Management, Management, Emerging Markets, Fund Of Funds, Hedge Funds, Asset Managment
Education
Tuck School of Business at Dartmouth 1971 — 1973
Master of Business Administration (MBA)
Dartmouth College 1968 — 1972
AB
Fred Alger Management December 2010 - Present
PineBridge Investments July 2008 - October 2010
Bear Stearns July 2005 - May 2008
JP Morgan Asset Management 1994 - 2005
Banco Pactual 1994 - 1994
Skills
Equity Research, Emerging Markets, Asset Managment, Equities, Research, Asset Management, Hedge Funds, Capital Markets, Investments, Valuation, Portfolio Management, Alternative Investments, Analysis, Asset Allocation, Bloomberg, Corporate Finance, Derivatives, Equity Valuation, Financial Markets, Financial Modeling, Fixed Income, Investment Banking, Investment Strategies, Private Equity, Securities, Series 7, Structured Finance, Trading, Mutual Funds, Investment Advisory, Investor Relations
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Fundação Getulio Vargas 1989 — 1993
BA, Public Administration
Faculdade de Tecnologia de São Paulo 1989 — 1992
BS, Computer Science
Colegio Bandeirantes 1986 — 1988
High School
PineBridge Investments September 2011 - Present
Credit Suisse May 2010 - September 2011
Proskauer Rose LLP January 2009 - May 2010
Goldman Sachs January 2005 - November 2008
Prudential Financial June 2002 - December 2004
Education
Fordham Gabelli School of Business 2007 — 2011
MBA, Finance, Marketing
Rutgers University-New Brunswick 1998 — 2002
PineBridge Investments 2012 - Present
TIAA-CREF 1997 - 2012
JPMorgan Chase & Co. 1995 - 1997
Kraft Foods Group 1991 - 1993
EY 1989 - 1991
Skills
Alternative Investments, Private Equity, High Yield, Mezzanine, Fixed Income, Asset Management, Investment Management, Capital Markets, Asset Allocation, Valuation, LBO, Investor Relations, Fund Of Funds, Portfolio Management, Financial Modeling, Securities, Hedge Funds, Equities, Bonds, Private Placements, Private Equity Funds..., Portfolio Analysis &..., Investment Analysis, Strategic Planning, Due Diligence, Relationship Building, Negotiation, Deal Structuring, Performance Management, Team Management, Credit Analysis, Client Communications, Revenue Generation, New Product Development, New Product Launch, Fundraising, Co-investments
Education
Columbia Business School
MBA, Finance
State University of New York at Buffalo - School of Management
BS, Accounting
FDM Group January 2015 - Present
Camp Anchor July 2006 - August 2014
Chi Phi Fraternity September 2012 - September 2013
PineBridge Investments May 2013 - July 2013
RuffaloCODY December 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Research, Public Speaking, Economics, Environmental Economics, Access
Education
Binghamton University 2010 — 2014
Bachelor of Arts (B.A.), Economics
South Side High School 2006 — 2010
Angelo, Gordon & Co. January 2015 - Present
PineBridge Investments June 2015 - August 2015
Metropolitan Pavilion & Metropolitan West September 2014 - December 2014
Education
City University of New York-Baruch College 2013 — 2016
BBA in Accounting, CPA eligible with 150 credits, Overall GPA: 3.97/4.00, Major GPA: 3.92/4.00
Clinton Foundation October 2013 - Present
PineBridge Investments November 2010 - October 2013
NOESIS,LLC April 2010 - October 2010
Bates White Economic Consulting October 2007 - November 2009
AIG Global Investment Group June 2006 - September 2006
Skills
Quantitative Analytics, Equities, Bloomberg, Data Analysis, Hedge Funds, Portfolio Management, Asset Management, Stata, Quantitative Research, SAS, Quantitative Analysis, Economic Research, Project Management, Product Management, Agriculture, Budget Management, Operations Management
Education
New York University 2012 — 2013
Graduate Courses, Mathematics in Finance
Colgate University 2003 — 2007
BA, cum laude, Mathematical Economics, Applied Mathematics
Cardiff University / Prifysgol Caerdydd 2006 — 2006
Study Abroad, Business. Mathematics
Brooklyn Technical High School 1999 — 2003
Diploma, Social Science
Scuta Real Estate LLC June 2012 - Present
PineBridge Investments November 2008 - April 2012
PineBridge Investments 2006 - November 2008
Pequot Capital 2005 - 2006
New Line Cinema 1998 - 2002
Skills
Hedge Funds, Fixed Income, Valuation, Private Equity, Financial Analysis, Microsoft Excel, Fund Of Funds, PowerPoint, Alternative Investments, Microsoft Office, Sales, Analysis, Asset Management, Equities, Microsoft Word, Marketing, Defined Benefit, Investments, Investment Management, Research, New Business Development, Project Management, Portfolio Management, Pension Funds, Institutional..., Series 7, Securities, Investment Strategies, CRM databases, Customer Service, Strategic Planning, Marketing Communications, Marketing Strategy, Financial Reporting, Film Production, Real Estate Development
Education
Fordham University 2004 — 2006
MBA, Finance
Boston College 1993 — 1997
BA, Economics
The Taft School 1990 — 1993
PineBridge Investments April 2014 - Present
Curtis, Mallet-Prevost, Colt & Mosle LLP 2012 - April 2014
Colgate University September 2009 - May 2012
Weil Gotshal and Manges June 2007 - August 2007
Skills
Microsoft Excel, Research, Microsoft Office, Blogging, Event Management, Bloomberg, Equities, Fixed Income, Risk Management, Investments, Asset Allocation, Mutual Funds, AML
Education
Colgate University 2008 — 2012
BA, History and Political Science
St. Raymond HS for Boys 2004 — 2008
HS Diploma
PineBridge Investments April 2007 - Present
Greenwich Associates July 2004 - April 2007
Skills
Investments, Alternative Investments, Private Equity, Valuation, Hedge Funds, Equities, Equity Research, Asset Managment, Bloomberg, Fixed Income, Financial Modeling, Due Diligence, Mutual Funds, Fund Of Funds, Emerging Markets, Capital Markets, Investment Management, Financial Services, Asset Allocation, Asset Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Master of Business Administration (MBA)
Colby College 2000 — 2004
Economics
PineBridge Investments July 2015 - Present
Silverman Linden Johnson February 2015 - April 2015
JDC November 2013 - December 2014
Reinhardt LLP January 2013 - August 2013
FilmNation Entertainment LLC September 2012 - January 2013
Barnes & Noble September 2009 - July 2011
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Customer Service, PowerPoint, Time Management, Bill4Time, Sage ERP 500, Accounting, Teamwork, Outlook, Research, Financial Accounting, Financial Reporting, Bookkeeping, Financial Analysis, Microsoft Office, Finance
Education
LIU Post 2015 — 2015
Master of Science (MS), Accounting (Concentration in Taxation)
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
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
PineBridge Investments June 2015 - Present
Nomura Securities July 2013 - May 2015
Nomura Securities June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Skills
Financial Accounting, Financial Modeling, Bloomberg, Business Analysis, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Derivatives, Microsoft Word, Data Analysis, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Research
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Operations Research and Information Engineering, Dyson Business Minor for Engineers
Ransom Everglades School
PineBridge Investments 2004 - Present
PineBridge Investments 2004 - 2011
Kirkland & Ellis LLP 1998 - 2004
Education
The George Washington University Law School 1995 — 1998
JD, Law
Binghamton University 1991 — 1995
BA
The University of Texas at Austin August 2014 - Present
ProdamSam.com January 2008 - Present
Hariskr.com March 2011 - Present
PineBridge Investments February 2014 - August 2014
IBM May 2011 - July 2013
Next Jump August 2010 - December 2010
Project Olympus March 2010 - December 2010
HubSpot May 2010 - July 2010
Carnegie Mellon University, Department of Statistics January 2008 - May 2010
Skills
Research, Analytics, Information Systems, Marketing, Online Marketing, B2B Marketing, Teaching, Web Development, SEO, Lead Generation, Product Management, Start-ups, Strategy, Blogging, Social Media, Project Management, Leadership, Scrum, Cloud Computing, Advertising, Management, Email Marketing
Education
The University of Texas at Austin 2014 — 2018
Doctor of Philosophy (PhD), Information Systems
Carnegie Mellon University 2009 — 2010
Master, Information Systems Management
Carnegie Mellon University 2006 — 2010
B.S., Information Systems
Horace Mann School High School 2004 — 2006
High School, High School Diploma
Gimnazija Bežigrad Slovenia 2003 — 2004
High School
Citi November 2014 - Present
Deloitte April 2012 - November 2014
PineBridge Investments December 2009 - March 2012
Capital Counsel LLC October 2008 - December 2009
AIG Investments December 2006 - October 2008
Ashland Partners April 2005 - December 2006
Skills
Compliance, Fixed Income, Equities, Hedge Funds, Excel, Private Equity, GIPS, Marketing Materials, RFP preparation, Performance Measurement, Microsoft Excel, Marketing, Investment Management, Asset Management, Alternative Investments, Analysis, Auditing, Bloomberg, Emerging Markets, Investments, Management, Portfolio Management, RFP
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts (B.A.), Economics, Political Science
Montclair Kimberley Academy 1996 — 2000
HS
Morgan Stanley June 2015 - Present
PineBridge Investments November 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Legg Mason 2005 - 2008
Citigroup 1984 - 2005
E. F. Hutton 1984 - 1987
Skills
Mutual Funds, Equities, Series 7, Fixed Income, Alternative Investments, Risk Management, Portfolio Management, Asset Managment, Securities, Hedge Funds, Asset Management, Financial Services, Wealth Management, Business Analysis, Asset Allocation, Investments, Valuation
Education
Baruch College, City University of New York (CUNY)
Business
Deloitte & Touche LLP August 2015 - Present
PineBridge Investments February 2012 - July 2015
PineBridge Investments November 2010 - July 2015
Deloitte & Touche LLP July 2007 - November 2010
Skills
Asset Management, Equities, Internal Controls, Financial Modeling, Fixed Income, Financial Analysis, Process Improvement, Internal Audit, Leadership, Management
Education
Bentley University
Master of Science, Accounting
Bentley University 2003 — 2007
Bachelor of Science, Corporate Finance and Accounting
PineBridge Investments May 2012 - Present
PineBridge Investments May 2010 - August 2012
PineBridge Investments November 2006 - May 2010
Resources Global Professionals February 2006 - December 2007
Deutsche Bank Securities May 1999 - March 2005
JP Morgan 1998 - 1999
Citibank 1993 - 1998
Skills
Fixed Income, Accounting, Forecasting, Restructuring, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance, Mutual Funds, Financial Services, Finance, Investments, Analysis, Budgets, Financial Risk, Management, Asset Management, Hedge Funds
Education
New York University 2001 — 2003
Real Estate Certificate, Real Estate Financing
Fordham Gabelli School of Business 1994 — 1996
MBA, Management
Fordham University 1989 — 1993
BS, Finance
PineBridge Investments February 2011 - Present
Kellogg Capital Markets January 2010 - January 2011
Merrill Lynch 1995 - 2009
Morgan Stanley 1986 - 1995
Price Waterhouse Coopers 1980 - 1986
Skills
Hedge Funds, Private Equity, Finance, Accounting, Fund Of Funds, Financial Modeling, Equities, Financial Analysis, Alternative Investments, Investments, Strategic Financial..., Capital Markets, Asset Management, Corporate Financial..., Team Restructuring, Leadership, Expense Management, Business Process..., Auditing, FINRA, Wealth Management, Financial Reporting, Financial Planning, Portfolio Management
Education
Georgetown University - The McDonough School of Business 1976 — 1980
BSBA, Business (Accounting)
JP Morgan Asset Management July 2013 - Present
General Motors Asset Management January 2011 - July 2013
PineBridge Investments December 2007 - January 2011
AIG Asset Management February 2007 - December 2007
The Wall Street Journal November 2005 - February 2007
The McGraw-Hill Companies February 2002 - November 2005
The McGraw-Hill Companies August 2000 - February 2002
Education
Adelphi University 2004 — 2005
MBA, Management
University of California, Irvine 1997 — 2000
BA, Economics
PineBridge Investments December 2012 - Present
Commonfund January 2007 - July 2012
Savage Trading, LLC August 2004 - December 2006
Skills
Asset Management, Financial Analysis, Hedge Funds, Financial Modeling, Valuation, Equities, Investments, Bloomberg, Private Equity, Capital Markets, Fixed Income, Alternative Investments, Derivatives, Trading, Portfolio Management, Asset Managment
Education
The University of Connecticut School of Business 2009 — 2011
MBA, Finance & International Business
Dartmouth College 1999 — 2004
A.B., English
Citi June 2015 - August 2015
Permal Asset Management January 2010 - May 2014
Concord Capital Management August 2009 - December 2009
PineBridge Investments April 2007 - August 2009
Ernst & Young LLP October 2004 - March 2007
Skills
Hedge Funds, Fund Of Funds, Operational Due..., Due Diligence, Alternative Investments, Asset Managment, Bloomberg, Asset Management, Corporate Finance, Financial Modeling, Investment Management, Fixed Income, Capital Markets, Investments, Finance, Financial Analysis, Equities
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance, Accounting
Aite Group June 2015 - August 2015
PineBridge Investments July 2013 - July 2014
Standard Chartered Bank July 2010 - December 2012
Skills
Business Strategy, Marketing, Data Analysis, Product Management, Mutual Funds, Investments, Business Development, Asset Management, Portfolio Management, Financial Analysis, Strategic Planning, Equities, Bloomberg, Banking, Fixed Income, Financial Services, Financial Markets, Financial Statement..., Competitive Analysis, Lipper
Education
Boston University Questrom School of Business 2014 — 2016
Master of Business Administration (MBA)
National Chengchi University 2006 — 2010
Bachelor's degree, Money and Banking, 3.5/4
PineBridge Investments March 2012 - March 2015
BNY Mellon July 2010 - October 2011
BNY Mellon Asset Management January 2003 - June 2010
Mellon Capital December 1994 - December 2002
Unisys September 1991 - August 1992
CR&R Inc December 1988 - August 1991
Skills
Asset Management, Executive Management, International Economics, Leadership, Global Acumen, Equities, Fixed Income, Chinese, Strategy, Valuation, Finance, Joint Ventures, Cross-functional Team..., Investments, Portfolio Management, Securities, Management, Investment Management, Business Process, Mutual Funds, Financial Analysis, Asset Managment, Talent Management, Alternative Investments, ETFs, Hedge Funds
Education
Harvard University 1992 — 1994
Masters Degree, Government and Business
Georgetown University 1983 — 1988
Bachelors Degree, Humanities and International Affairs
Huntington Beach High School 1979 — 1983
SB & Company, LLC August 2015 - Present
Huatai-PineBridge Investments June 2014 - August 2014
PineBridge Investments February 2013 - January 2014
Shenyin & Wanguo Securities Co. Ltd. June 2012 - August 2012
Jiangsu Suzhou New& High-tech Venture Group Co. Ltd. June 2010 - August 2010
Education
Fairfield University 2014 — 2015
Master's degree, Finance, General
The Ohio State University 2009 — 2012
Bachelor's degree, Economics
Caddis Partners, LLC April 2013 - Present
Interventure Advisors, LP November 2010 - February 2013
PineBridge Investments February 2010 - December 2010
Cape Advisors, Inc. October 2008 - February 2010
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Accounting, Asset Managment, Internal Controls
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Arts (MA), Accounting
Southwestern Oklahoma State University 1997 — 2000
Bachelor of Arts (BA), Accounting
Valley National Bank July 2015 - Present
Valley National Bank December 2014 - July 2015
KPMG January 2012 - December 2014
PineBridge Investments April 2011 - January 2012
Cerberus Capital Management 2007 - 2011
NFP September 2003 - June 2007
Vitech Systems Group August 2002 - September 2003
WorldNow July 2001 - July 2002
Accenture October 1997 - April 2000
Skills
Employee Benefits, Human Resources, Finance, Mergers & Acquisitions, Internal Audit, Requirements Analysis, Disaster Recovery, Budgets, HRIS, Vendor Management, Interviews, Risk Management, IT Strategy, Change Management, Payroll, SDLC, Project Management, Business Intelligence, Sarbanes-Oxley Act, Solution Architecture, SQL, Process Improvement, Time Management, Business Analysis, Business Process...
Education
Bucknell University 1993 — 1997
BSBA, Management
Bucknell University 1993 — 1997
BSBA, Management
Bucknell University 1993 — 1997
BSBA, Management
PineBridge Investments August 2013 - Present
Willkie Farr & Gallagher LLP September 2008 - August 2013
Education
Duke University School of Law 2005 — 2008
Doctor of Law (JD) and LLM in International and Comparative Law
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Economics and International Relations
Epoch Investment Partners September 2011 - Present
PineBridge Investments January 2009 - September 2011
PineBridge Investments July 2007 - December 2008
Brunswick School August 2005 - June 2007
Zhang Partners June 2006 - August 2006
Education
Amherst College 2001 — 2005
Psychology
The Blake School 1997 — 2001
Lake Country Montessori School 1985 — 1997
Manhattanville College
MAT, Education
PineBridge Investments August 2010 - April 2014
AIG Investments September 2006 - July 2010
AIG Global Investment Group November 2004 - August 2006
Skills
Bloomberg, Equities, Asset Managment, Portfolio Management, Investment Management, Fund Of Funds, Emerging Markets, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Securities, Analytics, Bonds, Financial Markets, Series 7, Trading, Investment Banking, Options, FX Options, Investor Relations, Trading Systems, VBA, Series 63
Education
Brandeis University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Associated Colleges (Beijing, China) 2003 — 2003
Mandarin Chinese
NYC Department of Parks & Recreation January 2012 - Present
Independent Consultant March 2008 - December 2011
PineBridge Investments September 2011 - October 2011
Euro RSCG Life x2 March 2007 - March 2008
Independent Freelancer October 2001 - March 2007
Alliance Computing Solutions October 2004 - September 2005
ACS Career Training Center May 2004 - August 2004
Merrill Lynch March 1999 - September 2001
Visual International September 1993 - February 1999
Slide Center Inc. March 1992 - September 1993
Education
ACS Career Training Center
New Horizons Computer Learning Centers
Fashion Institute of Technology
Computer Animation
New York University
School of Visual Arts
Graphic Design
PineBridge Investments May 2015 - Present
Citi September 2013 - May 2015
Ernst & Young June 2011 - August 2013
BNP Paribas March 2008 - June 2011
Merrill Lynch June 2007 - February 2008
Skills
Human Resources, Talent Acquisition, Talent Management, Recruiting, Onboarding, Applicant Tracking..., Technical Recruiting, Financial Services, Deferred Compensation, PeopleSoft, HRIS, Executive Search, Employer Branding, Succession Planning, College Recruiting, Leadership, Management, Employee Relations, Financial Analysis, Microsoft Office, Risk Management
Education
Boston College
Human Development, Human Resource Management
Sidley Austin LLP May 2015 - Present
Bracewell & Giuliani LLP July 2014 - May 2015
White & Case September 2011 - May 2014
PineBridge Investments March 2011 - August 2011
White & Case May 2009 - July 2009
Diwok Hermann Petsche Rechtsanwälte GmbH June 2008 - August 2008
Middle District of Florida May 2008 - June 2008
Skills
Intellectual Property, Legal Research, Legal Writing, Corporate Law, Legal Advice, Corporate Governance, Due Diligence
Education
New York University School of Law 2008 — 2010
JD
Georgetown University Law Center 2007 — 2008
Emory University 2003 — 2007
BA, History and Political Science
Hitachi Solutions America, Ltd- Business Solution Group January 2014 - Present
Hitachi Solutions America, Ltd- Business Solution Group July 2013 - January 2014
Hitachi Solutions, Ltd. June 2012 - July 2013
PineBridge Investments 2012 - 2012
Argo Turboserve Corporation April 2000 - September 2011
CRMUG 2008 - 2010
AXUG 2005 - 2007
Ernst & Young 1998 - 2000
SONY September 1996 - March 1998
Specialized Business Systems September 1985 - August 1996
Skills
ERP, CRM, Supply Chain Management, Microsoft Dynamics, Business Intelligence, Business Analysis, SharePoint, Integration, Cloud Computing, Process Improvement, Project Management, PMP, Axapta, Microsoft CRM, Business Process, IT Strategy, Professional Services, Vendor Management, SaaS, ITIL
Education
Iona College 1989 — 1993
Master of Science, Computer Science
Dominican College of Blauvelt 1984 — 1988
Bachelors, Management Information Systems
Clarkstown
PineBridge Investments September 2015 - Present
PIMCO January 2013 - September 2015
Standard & Poor's January 2008 - January 2013
Standard & Poor's April 2004 - January 2008
Standard & Poor's January 2002 - April 2004
Financial Accounting Standards Board (FASB) January 2001 - December 2001
Skills
Editing, Editorial, Proofreading, Publications, Publishing, Magazines, Storytelling, Feature Articles, Newsletters, Social Media, Content Management, Writing, Finance, Books, Journalism, Content Development, Copy Editing, Copywriting, Content Strategy, Research
Education
Fordham University School of Law 2004 — 2008
J.D.
State University of New York at Binghamton 1997 — 2000
B.A.
PineBridge Investments 2013 - 2014
Ernst & Young 2011 - 2013
Lloyds Banking Group 2011 - 2011
PwC 2011 - 2011
Ardour Capital Investments March 2010 - November 2010
Skills
Financial Modeling, Business Valuation, Equity Research, Financial Services, Asset Management
Education
Fordham University 2010 — 2011
Master of Business Administration (MBA), Accounting and Finance, 3.97
American University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and International Business
Ally Financial Inc. July 2011 - Present
PineBridge Investments June 2008 - December 2010
FirstLight Financial Corporation February 2007 - June 2008
Silver Point Capital 2005 - 2007
GE Capital 2001 - 2005
Heller Financial 1992 - 2001
Education
Baruch College, City University of New York (CUNY) 1977 — 1982
BBA, Finance
Anchorage Capital Group December 2012 - Present
AlpInvest Partners August 2012 - November 2012
PineBridge Investments May 2008 - July 2012
Nikko Asset Management Americas, Inc. 2007 - 2008
UBS June 1999 - March 2007
PaineWebber 1990 - 1999
Skills
Fluent in Spanish..., Series 7, Microsoft Office, Adobe Acrobat, Thompson One, HR Policies, SharePoint, Conversation, Employee Engagement, Capital Markets, Human Resources, Office Management, Policy, Employee Benefits, Personnel Management, Benefits Administration, Performance Management, Asset Management
Education
Dominican College of Blauvelt 2008 — 2011
MBA, Management
Dominican College of Blauvelt 1997 — 2000
BS, Business Administration
PineBridge Investments November 2010 - Present
Clearbrook Financial August 2006 - November 2010
Skills
Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Equities, Portfolio Management
Education
Colgate University 2002 — 2006
PineBridge Investments May 2011 - Present
Big Board Partners, LLC November 2008 - May 2011
Cuttone & Co. July 2010 - March 2011
Soldier Capital, LLC August 2008 - July 2010
Skills
Equity Trading, High Frequency Trading, Execution Management..., Series 7, Trading Strategies, Investment Management, Traders, Middle Office, Equities, Bloomberg, Trading, Electronic Trading, Investments, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Securities, Asset Managment, Options, Trading Systems, Fund Of Funds, Equity Derivatives, Investor Relations, Back Office, Corporate Actions, Risk Management, Foreign Exchange, Asset Allocation, Financial Markets, Private Equity, Series 63
Education
University of Colorado Boulder 2004 — 2008
B.A., Economics & Political Science
City University London 2007 — 2007
Study Abroad, Economics
PineBridge Investments March 2008 - Present
AIG Investments November 2005 - March 2008
AIG Investments November 2003 - November 2005
Bear Stearns Asset Management June 2002 - August 2002
University of Illinois, Urbana-Champaign June 1998 - August 2001
F-16 System Program Office May 1996 - June 1998
US Air Force June 1995 - May 1996
Skills
Retirement Planning, Portfolio Management, Strategy, Hedge Funds, Equities, Quantitative Analytics, Investment Strategies, Asset Allocation, Portfolio Optimization, Investments, Alternative Investments, Emerging Markets, Valuation, Management, Securities, Due Diligence, Bloomberg, Fixed Income
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Entrepreneurship, Accounting, Int'l Business
Carnegie Mellon University 1991 — 1995
Bachelor of Science, Electrical and Computer Engineering
MetLife April 2013 - Present
Moody's Investors Service January 2013 - January 2014
PineBridge Investments March 2010 - December 2012
Broadridge Financial May 2008 - March 2010
Cablevision July 2003 - March 2008
SITETRENDS integrated February 1999 - June 2003
Bristol-Myers Squibb 1998 - 1999
ExxonMobil 1993 - 1998
Skills
Databases, Business Analysis, Business Intelligence, Enterprise Software, SDLC, Leadership, Data Warehousing, Microsoft SQL Server, Integration, SQL, Enterprise Architecture, Analytics, Big Data, Hadoop, MongoDB, HBase, Hive, Apache Pig, Greenplum, Big Data Appliance, IT Solutions
Education
New York Institute of Technology-Old Westbury 1996 — 1998
Master's degree, Environmental Engineering Technology/Environmental Technology
New York Institute of Technology 1990 — 1994
Bachelors, Aerosapce Engineer
City University of New York City College
Masters Of Engineering, Mechanical Engineering
PineBridge Investments November 2010 - Present
PineBridge Investments August 2007 - November 2010
PineBridge Investments June 2004 - August 2007
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Fixed Income, Fund Of Funds, Private Equity, Bloomberg, Investments, Mutual Funds, Investment Management, Series 7, Asset Management
Education
Emory University - Goizueta Business School 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Marketing
PineBridge Investments November 2007 - Present
AIG Investments May 2001 - April 2010
Diversified Investment Advisors 1994 - 2001
Skills
Management, Finance, Fund Of Funds, Portfolio Management, Fixed Income, Alternative Investments, Asset Management, Investment Management, Quantitative Analytics, Hedge Funds, Equities, Investments, Bloomberg, Asset Allocation, Mutual Funds, Private Equity
Education
Hagan School of Business, Iona College 1996 — 1998
MBA, Finance
Fordham University
PineBridge Investments November 2003 - Present
AIG Investments 2003 - 2009
AIG 2003 - 2009
AIG 2003 - 2009
Pioneer Investments 2000 - 2003
PaineWebber 1989 - 1995
Skills
Equities, Alternative Investments, Asset Managment, Hedge Funds, Mutual Funds, Portfolio Management, Investment Management, Investments, Asset Allocation, Fund Of Funds, Securities, Asset Management, Financial Services, Bloomberg, Financial Modeling, Fixed Income, Private Equity, Risk Management, Series 7, Investment Strategies, Emerging Markets, Series 63
Education
Boston College 1982 — 1986
BS, Marketing
Vontobel Asset Management August 2012 - Present
PineBridge Investments September 2011 - May 2012
Robeco-Sage May 2005 - August 2011
Skills
PowerPoint, RFP, CRM, Microsoft Excel, Analysis, Proficient in Saratoga,..., Microsoft Office..., Familiar with Quark..., Alternative Investments, Asset Management, Equities, Business Development, Financial Services, Fixed Income, Hedge Funds, Investments
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2007
BS, Legal
Attorney and Consultant November 2014 - Present
Incapture Investments October 2013 - November 2014
PineBridge Investments April 2011 - October 2013
PineBridge Investments LLC (U.S.) March 2010 - October 2013
PineBridge Investments June 2004 - October 2013
Katten Muchin Rosenman LLP November 2002 - June 2004
Testa, Hurwitz & Thibeault, LLP September 1996 - September 2002
Skills
Investments, Financial Services, Due Diligence, Securities Regulation, Hedge Funds, Corporate Law, Alternative Investments, Mergers & Acquisitions, Venture Capital, Joint Ventures, Corporate Governance, Asset Management, Securities, Private Equity
Education
Boston College Law School 1993 — 1996
JD
Tufts University 1988 — 1992
BA, Political Science
PineBridge Investments February 2014 - Present
PineBridge Investments December 2010 - February 2014
PineBridge Investments January 2009 - December 2010
AIG Investments January 2006 - January 2009
International Fund Services (NA) LLC, A State Street Company October 2003 - December 2005
Skills
Investment Strategies, Portfolio Management, Risk Management, Quantitative Analytics, Asset Allocation, Pensions, Fixed Income, Derivatives, Bloomberg
Education
Cornell University 2002 — 2003
Master, Financial Engineering
The University of Auckland 2001 — 2002
Master, Operations Research
The University of Auckland 1997 — 2000
Bachelor, Mathematics
PineBridge Investments January 2007 - Present
AIG January 2007 - March 2010
GE Capital August 2005 - January 2007
Inter-American Investment Corporation June 2004 - August 2004
ExxonMobil October 1997 - September 2001
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2001 — 2003
MA
Bucknell University 1992 — 1996
BA
PineBridge Investments July 2011 - Present
Schulte Roth & Zabel LLP August 2006 - June 2011
Epstein Becker & Green, P.C. August 2005 - August 2006
New York City Law Department September 2004 - August 2005
White & Case August 1999 - August 2001
Skills
Corporate Law, Hedge Funds, Private Equity, Leveraged Finance, Investment Advisers Act, Mergers & Acquisitions, Restructuring, Private Placements, High Yield
Education
Pace University School of Law 2001 — 2004
J.D., cum laude
College of the Holy Cross 1995 — 1999
Bachelor of Arts (B.A.), Political Science
PineBridge Investments January 2014 - Present
Conning Asset Management May 2009 - December 2011
Wellington Management September 2004 - December 2008
Goldman Sachs 1985 - 2004
Education
Duke University - The Fuqua School of Business 1983 — 1985
MBA
St. Lawrence University
BA
The Blackstone Group June 2015 - Present
J.P. Morgan June 2010 - May 2015
PineBridge Investments June 2008 - November 2009
UBS Wealth Management January 2008 - April 2008
Skills
Bloomberg, Financial Modeling, Investment Banking, Credit Risk, Equities, Hedge Funds, Valuation, Derivatives, Fixed Income, Investments, Capital Markets, Bloomberg Terminal, Corporate Finance, Private Equity, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance and Investments, Economics
Staten Island Technical High School 2002 — 2006
Wells Fargo Private Bank October 2014 - Present
PineBridge Investments August 1999 - October 2014
Credit Suisse Asset Management 1998 - 1999
Yasuda Bank & Trust Company 1996 - 1998
MTV Networks 1995 - 1996
Skills
Business Development, RFP, Accounting System, E-commerce, Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Managment, Bloomberg, Investments, Equity Research, Portfolio Management, Investment Management, Mutual Funds, Emerging Markets, Asset Management, Securities, Series 7, Client Liaison, Private Equity, Asset Allocation, Valuation, Financial Modeling, Investment Strategies, Consumer, Equity Valuation, Capital Markets, Institutional...
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 1991 — 1995
BS, International Business / Finance
PineBridge Investments 2012 - Present
PineBridge Investments 2005 - 2012
Caveat Emptor Capital Management 2004 - 2005
Spartan Institutional Research 2000 - 2004
Valley National Bank 1998 - 2000
Skills
Asset Managment, Alternative Investments, Hedge Funds, Equities, Bloomberg, Equity Research, Valuation, Investments, Financial Modeling, Investment Management, Portfolio Management, Investment Strategies
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance
Muhlenberg College 1994 — 1998
BA, Economics
Johnson Controls June 2012 - Present
PineBridge Investments August 2011 - May 2012
Citi October 2009 - August 2011
The Andrea and Charles Bronfman Philanthropies February 2009 - August 2009
JP Morgan Chase May 2006 - April 2008
Deutsche Bank September 2003 - April 2006
Accenture March 2000 - August 2003
Goldman Sachs June 1999 - January 2000
Skills
Accounting, Analysis, Budgets, Finance, Financial Analysis, Financial Reporting, Forecasting, Process Improvement, Strategic Financial..., Variance Analysis, Management, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Double Major: Finance and Real Estate
Skidmore College 1995 — 1999
BA (Cum Laude), Business and Economics, 3.7 GPA
Greystar September 2014 - Present
MetLife June 2013 - August 2013
PineBridge Investments May 2013 - June 2013
UBS April 2011 - July 2012
UBS Investment Bank July 2008 - April 2011
Skills
Bloomberg, Valuation, Financial Modeling, Capital Markets, DCF
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Entrepreneurial Management
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (B.A.), Economics and Mathematics
PineBridge Investments August 2012 - Present
International Standard Asset Management (ISAM) February 2012 - August 2012
AllianceBernstein June 2007 - February 2012
Skills
Quantitative Research, Investment Strategies, Trading Systems, Bloomberg, Mathematics, Statistics, Investments, Portfolio Optimization, Quantitative Modeling, Hedge Funds, Portfolio Management, Quantitative Analysis, Quantitative Finance, Asset Management, Alternative Investments, Matlab, Bloomberg Terminal, SQL, Financial Markets, C++, Perl, Excel, Risk Management, Econometrics, Time Series Analysis, Monte Carlo Simulation, SAS, VBA, R, Derivatives, Backtesting, Risk Modeling, Quantitative Analytics, Microsoft Excel, Statistical Arbitrage, Performance Attribution, Fixed Income
Education
Columbia University in the City of New York 2004 — 2007
B.A., summa cum laude, Mathematics, Computer Science
Plano East Senior High
PineBridge Investments March 2011 - Present
PineBridge Investments March 2010 - April 2011
AIG Investments January 2007 - March 2010
Cadwalader, Wickersham & Taft LLP February 2006 - January 2007
Steptoe & Johnson LLP November 2002 - January 2006
Davis Polk & Wardwell LLP October 1998 - October 2002
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Hedge Funds, Venture Capital, Capital Markets, Alternative Investments, Securities, Investments, Restructuring, Asset Management, Securities Regulation, Fund Of Funds, Financial Structuring, Risk Management, Emerging Markets, Investment Management, Cross-functional Team..., Management, Large Scale Change..., Start-ups, Strategic Planning, Mergers, Corporate Law, Commercial Litigation, Joint Ventures, Strategic Partnerships, Private Placements, Fixed Income, Equities, Derivatives, Compliance, Negotiation, Project Management, Operations Management, Business Development, Leadership, Strategy, Public Speaking, Corporate Communications, Finance
Education
Columbia University School of Law 1995 — 1998
Juris Doctor (J.D.)
University of Oxford 1992 — 1994
Master of Philosophy
Williams College 1988 — 1992
Bachelor of Arts
International School Manila 1978 — 1988
PineBridge Investments November 2012 - Present
Verus Analytics (formerly Quant division of Gradient Analytics) September 2009 - November 2012
AQR Capital Management June 2009 - August 2009
Georgia Institute of Technology August 2008 - May 2009
Paramount Industries January 2007 - July 2008
Capgemini Consulting September 2005 - December 2006
Skills
SAS, Time Series Analysis, VBA, Fixed Income, Matlab, Derivatives, SQL, C++, Numerical Analysis, Investments, Portfolio Optimization, Regression Analysis
Education
Georgia Institute of Technology 2008 — 2010
M.S., Quantitative and Computational Finance
University of Pune 2001 — 2005
B.Enginnering, Electronics and Telecommunication Engineering
PineBridge Investments October 2014 - Present
PineBridge Investments May 2012 - Present
PineBridge Investments July 2011 - May 2012
PineBridge Investments October 2009 - July 2011
AIG Investments January 2009 - October 2009
AIG Investments June 2007 - September 2009
Strategy Studio June 1998 - June 2006
Skills
Corporate Branding, Mobile Applications, Content Strategy, Graphic Design, Market Analysis, Budgets, Design Thinking, Digital Media, Advertising, Art Direction, Creative Direction, Adobe Creative Suite, Marketing, Photoshop, Web Design, Marketing Strategy, Illustrator, Marketing Communications, Brand Development, Asset Managment, Start-ups, Logo Design, Asset Management, Graphics, Brand Management, Email Marketing, Internal Communications, Corporate Communications, Integrated Marketing, User Interface Design, Interaction Design, InDesign, Creative Strategy, Brand Architecture, Information Architecture, Branding & Identity, Digital Strategy, Web Development, Concept Development, Corporate Identity, User Experience, Management, Public Relations, Brand Implementation, Copywriting, Brand Awareness, Media Relations, Visual Communication, Typography, Strategy
Education
City University of New York City College 2006 — 2007
Earth Systems Science & Environmental Engineering
Parsons School of Design 1996 — 1998
Communication Design
La Guardia HS of Music & Art & the Performing arts
La Guardia HS of Music & Art & the Performing arts
PineBridge Investments July 2010 - Present
Resources Global Professionals October 2007 - July 2010
Avon Products 1990 - 2007
PriceWaterhouseCoopers 1987 - 1989
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Consolidation, Hyperion Enterprise, Accounting, Forecasting, Internal Controls, Strategic Financial..., Auditing, Sarbanes-Oxley Act, Corporate Finance, General Ledger, Managerial Finance, Budgets, Financial Forecasting
Education
Binghamton University - School of Management 1983 — 1987
BS, Accounting
PineBridge Investments October 1999 - Present
Swiss Bank Corp., New York 1981 - 1989
Skills
Private Equity, Alternative Investments, Investments, Equities, Asset Managment, Hedge Funds
Education
Columbia University - Columbia Business School 1979 — 1981
MBA
University of Malaya, Kuala Lumpur 1975 — 1979
Bachelor's Degree, Chemical Engineering
Assurant November 2012 - Present
PineBridge Investments March 2012 - November 2012
Citi Capital Advisors November 2007 - March 2012
Credit Suisse 2003 - 2007
Credit Suisse First Boston 1997 - 2001
SNL Financial 1995 - 1997
Skills
Financial Modeling, Hedge Funds, Fixed Income, Alternative Investments, Capital Markets, Equities, Corporate Finance, Investment Banking, Equity Research, Portfolio Management, Valuation, Bonds, Asset Managment, Bloomberg
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Virginia 1991 — 1995
BA, Economics, History
St. Anselm's
PineBridge Investments LLC 2012 - 2015
PineBridge Investments 2010 - 2012
PineBridge Securities LLC 2010 - 2012
AIG Global Investment Group 2004 - 2010
AIG Equity Sales Corp. October 2000 - 2010
AIG Global Investment Group 1998 - 2000
AIG Global Investment Group 1995 - 1998
Kidder, Peabody & Co. 1987 - 1995
Skills
Finance, Portfolio Management, Alternative Investments, Equities, Investments, Fixed Income, Private Equity, Hedge Funds, Capital Markets, Asset Allocation, Asset Management, Emerging Markets, Valuation, Investment Management, Series 7, Asset Managment, Securities, Mutual Funds, Risk Management, Financial Services, Bloomberg, Investment Strategies
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
Isenberg School of Management, UMass Amherst 1978 — 1982
BBA, Economics
PineBridge Investments January 2013 - Present
PineBridge Investments March 2010 - Present
AIG Investments 2008 - March 2010
Merrill Lynch 2006 - 2008
The Williams Capital Group, L.P. 2005 - 2006
Kenmar Global Investment 2003 - 2005
New York Life Insurance Company June 1994 - June 2003
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Management, Private Equity, Bloomberg, Capital Markets, Portfolio Management, Valuation, Investments, Investment Management, Derivatives, Asset Allocation, Financial Modeling, Emerging Markets, Investment Strategies
Education
Dartmouth College 1977 — 1981
B.A., Engineering Sciences
Boston University Graduate School of Management
M.B.A, Finance
Aetna\Meritain June 2013 - Present
PineBridge Investments July 2011 - September 2013
HighPoint Solutions December 2010 - January 2011
Warner Bros. Studios June 2004 - 2010
PEROTSYSTEMS – Cedars Sinai November 2008 - February 2009
Kaiser Permanente May 2001 - May 2004
MARCONI October 1998 - May 2001
WASHINGTON MUTUAL July 1990 - January 1999
INGRAM MICRO March 1997 - March 1998
FEDERAL EXPRESS February 1986 - July 1990
Skills
SQL, Tidal Enterprise..., Business Objects, XML, Project Management, Management, JavaScript, Data Center, Java, CSS, Linux, Vendor Management, HTML, Visio, Business Intelligence, Business Analysis
Education
NEW HORIZONS COMPUTER LEARNING CENTER 2010 — 2010
Certificate of completion, MCTS SQL DB Admin with BI
Glendale Community College 2007 — 2010
University of Phoenix 2004 — 2006
Masters of Science, Computer Information Systems
Urban League Data Training Center 1987 — 1987
Certificate of Completion, Business Application Programming
California State University-Los Angeles 1980 — 1984
B.A, Child Development - Bilingual Multi-Subject Teaching Credential
Los Angeles City College 1975 — 1977
A.A, General Education
John Marshall High School 1973 — 1975
High School Diploma, General Education
UBS Wealth Management January 2013 - Present
PineBridge Investments June 2003 - July 2012
Merrill Lynch September 2001 - June 2003
Merrill Lynch July 1996 - August 1999
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Of Funds, Asset Managment, Bloomberg, Portfolio Management, Investments, Equity Research, Asset Allocation, Capital Markets, High Yield
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
Boston College 1992 — 1996
BS, Finance
Hopewell Valley Central High 1988 — 1992
Gottex Fund Management February 2014 - Present
PineBridge Investments September 2002 - December 2013
Sanford C. Bernstein May 2001 - September 2002
Putnam Investments January 2000 - June 2000
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Emerging Markets, Portfolio Management, Risk Management, Investments, Asset Management, Securities, Fixed Income, Equities
Education
Brigham Young University 1995 — 2001
Bachelor of Science (B.S.), International Finance
PineBridge Investments March 2014 - Present
Duncan Advisory Services LLC 2005 - Present
Credit Suisse 1998 - 2005
Credit Suisse First Boston 1998 - 2001
Credit Suisse 1998 - 2001
AIG 1993 - 1998
Skadden Arps September 1987 - 1992
Skills
Private Equity, Capital Markets, Hedge Funds, Mergers, Due Diligence, Investment Banking, Securities, Corporate Governance, Securities Regulation, Corporate Finance, Venture Capital, Private Placements, Alternative Investments, M&A experience, Start-ups, Options, Acquisitions, Fixed Income, Emerging Markets, Derivatives, Bloomberg, Valuation, Mergers & Acquisitions, Executive Management, Joint Ventures, Credit Derivatives, Cross-border..., Corporate Law, Mutual Funds, Capital, Asset Management, Investment Management, Structured Finance, Financial Services, Restructuring, Equities, Corporate Development, Risk Management, Financial Structuring, Financial Modeling, IPO, LBO, Intellectual Property, Investments, Portfolio Management
Education
Duke University 1983 — 1986
MA, Philosophy
Duke University School of Law 1983 — 1986
JD
Wheaton College (MA) 1980 — 1983
BA
Brown Brothers Harriman April 2015 - Present
JPMorgan Chase September 2011 - April 2015
PineBridge Investments December 2009 - September 2011
Mizuho Securities USA January 2008 - December 2009
US Tech Solutions June 2007 - April 2009
Allied North America September 2007 - December 2007
Omnicom Group June 2005 - September 2007
DOITT October 2003 - June 2005
White Mountains Re May 2004 - July 2004
Education
Monipur High School 1986 — 2010
City University of New York City College 2001 — 2007
BS/MS, Computer Science
Cardozo Law Moot Court Honor Society June 2015 - Present
PineBridge Investments June 2015 - Present
United Nations Foundation January 2014 - June 2014
United Nations Association of the National Capitol Area October 2013 - December 2013
United Nations Association of the National Capital Area May 2013 - September 2013
Maryland Pro Realty September 2011 - December 2012
Skills
Social Media, Fundraising, Research, Leadership, Management, Project Planning, Entrepreneurship, Program Management, Market Research, Budgets, Training, Community Outreach, Networking, Private Equity, Alternative Investments, Legal Research, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2014 — 2017
Juris Doctor (J.D.)
University of Maryland College Park
Bachelor of Arts (BA), History
고려대학교
International Student Program
BNY Mellon November 2014 - Present
Quantilus Inc April 2014 - October 2014
Warner Music Group December 2013 - March 2014
BNY Mellon June 2013 - December 2013
JPMorgan Chase; Global Corporate Bank; Wholesale Bank Client Onboarding August 2012 - April 2013
PineBridge Investments December 2011 - July 2012
Morgan Stanley Smith Barney Global Wealth Management Application Integration & Solutions April 2010 - July 2011
Kingsborough Community College January 2010 - May 2010
JPMorgan Chase: Global Architecture August 2009 - October 2009
MetLife July 2008 - July 2009
Skills
Integration, Business Analysis, Systems Analysis, Risk Management, Writing and Editing, Program Management, Software Project..., End User Process, Application Navigation, System Integration, User-centered Design, Project Planning, Policies & Procedures..., Graphics, Disastor Recovery, Web Content, Data Migration, GUI development, UAT, Multiple Project..., Technical Writing, IT Operations, Medical / Scientific..., HIPAA, Research
Education
Columbia University in the City of New York
School of General Studies
Mark Hopkins College: Brattleboro, Vermont
Film
Boston University
College of Basic Studies: Communications
PineBridge Investments July 2013 - Present
Lord Abbett 2010 - 2013
Columbia Management 2007 - 2010
Fidelity Investments - Pyramis Global Advisors 1996 - 2006
Skills
Investments, Equities, Pension Funds, Alternative Investments, Asset Management, Financial Services, Fixed Income, Institutional..., Securities, ETFs, Series 7, Hedge Funds, Asset Allocation, Mutual Funds, Investment Management, Bloomberg, Management, Investment Advisory, Series 63, Portfolio Management, Wealth Management, Fund Of Funds, Capital Markets, Equity Research, Institutional Sales, Asset Managment, Corporate Law, Investment Strategies
Education
American School London
High School
Bentley University
PineBridge Investments July 2015 - Present
New York Liquidation Bureau September 2014 - December 2014
Cummins-Allison February 2013 - May 2013
Schmalz Inc May 2012 - August 2012
Cornell Flux Pinning Research August 2010 - May 2011
Polytechnic Institute of NYU June 2010 - August 2010
Cornell Minesweeper Project April 2009 - May 2010
Human Resource Administration Engineering Division June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, VBA, Risk Management, Financial Derivatives, Internal Audit, Project Management, Software Development, Matlab, AutoCAD, Mechanical Engineering, Java, Machining, Sheet Metal, Robotics, Manufacturing, Pro E, Rapid Prototyping, Microsoft Office, Solidworks
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Master's Degree, Accountancy, 3.5
Cornell University 2007 — 2011
B.S., Mechanical Engineering, 3.4
Amida Capital Management March 2012 - Present
PineBridge Investments October 2008 - February 2012
Ivory Capital August 2006 - June 2008
PwC October 2002 - August 2006
Skills
Alternative Investments, Hedge Funds, Asset Management, Financial Reporting, Mutual Funds, Equities, Private Equity, Fixed Income, Fund Of Funds, Accounting, Fund Accounting, Trading Systems, Valuation, CPA, Financial Analysis, Investments
Education
Fairfield University 1994 — 1997
B.S., Accounting
PineBridge Investments 2009 - Present
American International Group 2004 - 2009
Skills
Securities Regulation, Privacy Law, Litigation, Contractual Agreements, Employment Law, Intellectual Property, Data Privacy, Insurance, Due Diligence, Corporate Law, Mergers & Acquisitions, Corporate Governance, Private Equity, Joint Ventures, Commercial Litigation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1988 — 1991
JD
Smith College 1984 — 1988
BA
Deloitte 2011 - Present
PineBridge Investments 2010 - 2011
Skills
Microsoft Excel, Financial Analysis, Accounting, Financial Reporting, Tax, Auditing, Internal Controls, Financial Accounting, Financial Modeling, Corporate Finance, QuickBooks, Account Reconciliation, Management Consulting, General Ledger, GAAP
Education
Baruch College 2010 — 2011
MST, Tax
Yeshiva University 2006 — 2010
BS, Accounting
CCMP Capital Advisors, LLC April 2013 - Present
PineBridge Investments October 2011 - April 2013
Morrison Cohen LLP February 2008 - October 2011
Simpson Thacher & Bartlett LLP October 2005 - January 2008
Skills
Private Equity, Alternative Investments, Corporate Law, Investment Management, Securities Regulation, Cross-border...
Education
Cornell Law School 2002 — 2005
J.D.
Cornell University 1998 — 2002
B.S., Applied Economics and Management
PineBridge Investments August 2014 - Present
IDB Bank April 2014 - August 2014
The CSI Companies / Ceres Terminals June 2010 - March 2014
Credit Suisse First Boston January 2010 - May 2010
Cognizant Technology Solutions November 2008 - December 2009
BNY Mellon November 2008 - December 2009
Photon Infotech June 2007 - October 2008
EF - Education July 2005 - May 2007
Kemiron Companies, Inc March 2004 - June 2005
Financial Management Solutions June 2003 - February 2004
Skills
Web Services, Microsoft SQL Server, .NET, C#, SDLC, VB.NET, WCF, ASP.NET, JavaScript, XML, Visual Studio, ADO.NET, UML, IIS, TFS, Requirements Analysis, Software Project..., Software Development, Integration, Agile Methodologies, SQL, Databases, SOA, Solution Architecture, PL/SQL, Crystal Reports, AJAX, JSON, Web Development
Education
Bharathidasan University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Programming, Specific Applications
National Institute of Information technology 1998 — 2001
Information Technology, Computer Science, A
University of Madras 1998 — 2001
Bachelor's degree, Mathematics
PineBridge Investments February 2003 - August 2010
AIG Investments February 2003 - August 2010
Bear Stearns Asset Management May 2001 - February 2003
Bank of America April 1991 - March 2000
Charlotte Business Journal May 1989 - April 1991
Skills
Investor Relations, Email Marketing, Asset Managment, Hedge Funds, Spanish, Investments, Editing, Microsoft Office, Alternative Investments, PowerPoint, Fixed Income, Emerging Markets, Private Equity, Mutual Funds, Equities, Corporate Communications, Investment Strategies, Series 7, Marketing, Financial Services, Asset Management, Bloomberg, Capital Markets, Finance, Securities, Media Relations, Financial Markets, Portfolio Management, Valuation, Fund Of Funds, Investment Management, Asset Allocation, Public Relations, Internal Communications, Venture Capital, Management
Education
Davidson College 1985 — 1989
BA, Political Science
Choate Rosemary Hall 1983 — 1985
PineBridge Investments January 2013 - Present
PineBridge Investments March 2010 - December 2012
AIG Investments June 2008 - March 2010
Tullett Prebon March 2005 - June 2008
AIG Insurance March 2003 - March 2005
Atlantic Mutual Companies June 1998 - March 2003
Skills
Human Resources, Employee Benefits, Financial Services, Succession Planning, Talent Management, HRIS, Coaching, Hedge Funds, Employee Relations, Change Management, Leadership, Performance Management, Asset Management, Talent Acquisition, Employee Engagement, Deferred Compensation, Organizational Design
Education
Baruch College 2003 — 2005
MS, Labor and Industrial Relations
State University College at Oneonta 1994 — 1998
BS, Economics
Citrin Cooperman January 2014 - Present
PineBridge Investments June 2012 - September 2013
Volunteer Income Tax Assistance (VITA) January 2011 - May 2012
Beads on Fifth January 2009 - May 2012
Skills
QuickBooks, Sales Tax, US GAAP, Internal Controls, Corporate Tax, Finance, Financial Reporting
Education
Baruch College
BBA, Accounting
i2 Capital April 2015 - Present
Stearns Associated Partners, LLC 2012 - Present
PineBridge Investments April 2010 - March 2013
AIG Global Investment Group 2006 - 2010
Abbott Capital Management 2001 - 2004
Equinox Investment Partners, LLC 1995 - 2001
Kleinwort Benson 1989 - 1994
Skills
Strategy, Hedge Funds, Private Equity, Alternative Investments, Asset Management, Venture Capital, Investments, Start-ups, Equities, Corporate Development, Due Diligence, Emerging Markets, Finance, Financial Modeling, Fund Of Funds, Investment Management, Investor Relations, Management, Mergers, Portfolio Management, Valuation
Education
Cornell University 1982 — 1984
Graduate, Asian Studies- focus on comparative economic development
Sewanee-The University of the South 1977 — 1980
BA, History, Political Science
PineBridge Investments February 2008 - Present
TA Associates June 2002 - December 2004
JPMorgan Chase 1998 - 2002
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Cornell University 1994 — 1998
Scarsdale High School 1990 — 1994
High School
Meredith Financial Group Inc. June 2014 - Present
AGlobal Partners, LLC June 2012 - Present
PineBridge Investments August 2011 - May 2012
Robeco Asset Management January 2008 - January 2011
American Express Bank June 1984 - January 2008
Skills
Alternative Investments
Education
Brigham Young University 1981 — 1983
MBA, Finance
PineBridge Investments October 2010 - Present
EisnerAmper LLP January 2008 - October 2010
Pali Capital Inc 2001 - 2007
UBS January 2000 - May 2001
UBS May 1991 - January 2000
Coopers & Lybrand 1986 - 1989
Skills
Private Equity, Tax, Mergers, Accounting, International Tax
Education
NYU School of Law 1986 — 1989
LLM, Tax
Benjamin N. Cardozo School of Law, Yeshiva University 1983 — 1986
JD, Law
suny @ albany
PwC July 2011 - Present
PineBridge Investments July 2010 - May 2011
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MS, Taxation
Fordham University 2006 — 2010
BS, Public Accounting
Senzar Asset Management May 2012 - Present
PineBridge Investments July 2011 - May 2012
FrontPoint Partners October 2004 - July 2011
Inverness Management September 1998 - October 2004
KPMG January 1997 - September 1998
D'Arcangelo & Co., LLP January 1995 - December 1996
KPMG August 1991 - January 1995
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment
Education
City University of New York-Baruch College 1987 — 1991
BBA, Accounting
Esquel Group June 2015 - Present
PineBridge Investments August 2014 - May 2015
ProNAi Therapeutics, Inc. April 2013 - July 2014
CEfashion.net November 2012 - April 2013
Creative Rights June 2012 - November 2012
Mount Holyoke College Library September 2009 - May 2012
NBC Universal News (Beijing, China) June 2011 - August 2011
A. Scott Foundation & the Beijing Lay Buddhist Association June 2011 - August 2011
Lay Buddhist Association of Beijing June 2011 - August 2011
Skills
Blogging, Research, Editing, Mandarin, Interviews, Social Media, Writing, Social Media Outreach, Printer Whisperer, Market Research, Travel Arrangements, Fundraising, Microsoft Office
Education
Mount Holyoke College 2009 — 2012
BA
Danish Institute for Study Abroad (DIS) 2011 — 2011
Beijing Language and Culture University 2010 — 2010
PineBridge Investments December 2013 - Present
J.P. Morgan June 2011 - November 2013
Eric Kwok September 2009 - June 2011
The Blackstone Group March 2009 - September 2009
Goldman Sachs January 2007 - October 2008
Skills
Portfolio Management, Fund Accounting, Investments, Mutual Funds, Hedge Funds, Private Equity, Financial Reporting, Financial Analysis, Bloomberg, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Accounting
Saw Mill Capital 2012 - Present
PineBridge Investments 2012 - 2012
Commonfund Capital 2004 - 2011
Commonfund Capital 2000 - 2004
PwC 1999 - 2000
PwC 1997 - 1999
Skills
Team building and..., Coaching and staff..., Performance assessment, Planning, Open door policy, Accounting policy and..., Internal controls, Implementation, Review, Audit and tax..., Client service, Relationship building..., Cross functional teams, Written correspondence
Education
Bucknell University
Bachelor of Arts, International Relations
Pace University - Lubin School of Business
MBA, Financial Accounting
Sailthru May 2015 - August 2015
PineBridge Investments June 2014 - May 2015
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (MS), Accounting
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
PineBridge Investments August 2014 - Present
David Carrie LLC July 2008 - August 2014
Rebecca School 2006 - 2008
Skills
Legal Research, Human Resources, Child Development, Microsoft Office, System Administration, Social Media, Legal Writing, Microsoft Word, Recruiting, Outlook, Hiring, Microsoft Excel, Onboarding, PowerPoint, Research
Education
Cathedral High School
Teachers College of Columbia University 2008 — 2010
MA, Clinical Psychology
Fordham University 2003 — 2007
BS, Psychology
PineBridge Investments December 2002 - Present
Columbia Business School May 2003 - Present
Skills
Valuation, Alternative Investments, Private Equity, Mentoring, Management, Investments, Equities, Mutual Funds, Structured Finance
Education
Columbia Business School 2000 — 2002
McGill University 1995 — 1996
University of Pennsylvania 1991 — 1995
PineBridge Investments June 2011 - Present
Cadwalader, Wickersham & Taft LLP 2004 - 2011
Skills
Securities, Derivatives, Asset Management, Credit Funds, Structured Products, Leveraged Finance, Dodd-Frank, Investment Advisers Act, Product Development
Education
Fordham Law School 2001 — 2004
J.D.
Fordham University 1995 — 1999
North Park Advisors 2009 - Present
PineBridge Investments 2009 - 2014
AIG Global Investment Group 2002 - 2009
AIG Global Investment Group 2000 - 2002
Southern Africa Enterprise Development Fund 1996 - 1998
Chemical Securities (Media and Telecommunications Group) 1994 - 1996
Skills
Private Equity, Structured Capital..., Debt & Equity Financing, Growth Capital, Growth Management, Strategic Planning, Board of Directors, Mergers & Acquisitions, Alternative Investments, Asset Management, Investment Advisory, High Net Worth..., Investment Management, Emerging Markets, Venture Capital, Real Estate, Financial Analysis, Financial Modeling, Due Diligence
Education
Harvard Business School 1999 — 2000
Master of Business Administration (MBA)
Boston College 1989 — 1993
Bachelor of Science (BS), Finance
PineBridge Investments June 2007 - Present
Assured Guaranty June 2001 - May 2005
Prudential Securities Inc. March 1999 - August 2000
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Management, Private Equity, Bloomberg, Investments, Investment Management, Portfolio Management, Mutual Funds, Fund Of Funds, Emerging Markets, Valuation, Asset Allocation
Education
UCLA Anderson School of Management 2005 — 2007
Master of Business Administration (MBA)
Cornell University 1994 — 1998
Bachelor of Science (BS), Nutritional Sciences