Standard & Poor's
Industry: Financial services company
DescriptionStandard & Poor's Financial Services LLC is an American financial services company. It is a division of S&P Global that publishes financial research and analysis on stocks, bonds, and commodities. Parent organization: S&P Global Headquarters: New York City, New York, United States Number of employees: 10,000 Founder: Henry Varnum Poor Founded: 1860 Subsidiaries: Standard & Poor's Leveraged Commentary & Data,
Standard & Poor's List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Standard & Poor's. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Standard & Poor's Salaries. You can even request information on how much does Standard & Poor's pay if you want to. Learn about salaries, pros and cons of working for Standard & Poor's directly from the past employees.
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Standard & Poor's Employees
FMI May 2014 - Present
Standard & Poor's June 2013 - August 2013
Riverwalk Golf Club 2008 - 2011
Skills
Financial Analysis, Financial Modeling, Accounting, Research, Microsoft Excel, PowerPoint
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Dual area of emphasis, Finance and Accounting
Currently Seeking Opportunities In Investment Management, Capital Markets, Corporate Finance 2015 - Present
Morgan Stanley Wealth Management March 2013 - January 2015
HealthPlan Holdings June 2011 - August 2012
Kroisos Financial April 2009 - May 2011
Genworth Financial September 2004 - November 2008
Mesirow Financial March 2003 - August 2004
White Mountains Insurance Group February 2002 - February 2003
Ambac January 2000 - January 2002
Fitch Ratings July 1997 - January 2000
Standard & Poor's June 1992 - June 1995
Skills
Capital Markets, Valuation, Portfolio Management, Mergers & Acquisitions, Strategy, Insurance, Risk Management, Finance, Financial Services, Asset Management, Mergers, Asset Managment, Structured Finance, Leadership, Mutual Funds, Financial Analysis, Securitization, Analysis, Loans, Trading, Debt, Project Management
Education
Tulane University - A.B. Freeman School of Business 1995 — 1997
M.B.A., Finance
Tulane University 1988 — 1992
Bachelor of Arts, Classical Studies
The Coca-Cola Company May 2015 - Present
University of Missouri January 2013 - May 2015
The Integer Group\TBWA May 2014 - August 2014
Standard & Poor's May 2013 - August 2013
Robert Half Finance & Accounting August 2011 - December 2012
ParentDish October 2010 - July 2011
Times Union March 2010 - June 2010
The Concordiensis: Union College January 2008 - April 2010
Golf Digest November 2009 - December 2009
DOTmed.com May 2009 - August 2009
Skills
Advertising, Account Management, Creative Strategy, Editing, Public Relations, SEO, Journalism, Blogging, Marketing, Public Speaking, Marketing Strategy, MS Office Suite, InDesign, Facebook, Writing, comScore, Omniture, QuarkXPress, Customer Relations, Google Analytics, Photoshop, Research, Editorial, Magazines, Microsoft Office, Marketing Analytics, Graphic Design, Web Design
Education
University of Missouri-Columbia 2013 — 2015
Master of Business Administration (MBA), Marketing
University of Missouri-Columbia 2013 — 2015
Masters of Journalism, Advertising
Union College 2006 — 2010
Bachelors, English, Psychology, Classics
Byram Hills High School 2002 — 2006
UrLife Media June 2015 - Present
IMG May 2014 - August 2014
Standard & Poor's August 2009 - June 2013
Skills
Credit Analysis, Financial Analysis, Fixed Income, Municipal Bonds
Education
UCLA Anderson School of Management 2013 — 2015
University of Richmond - Robins School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration- Concentrations: Finance and Economics
Robert E. Fitch Senior High School
Cattlemen's Beef Board November 2001 - Present
Standard & Poor's May 1999 - August 2001
Jackson Hole Magazine March 1996 - February 1999
Jackson Hole Guide 1988 - 1994
Skills
Editing, Public Speaking, Marketing, Press Releases, Newsletters, Media Relations, Public Relations, Publications, Strategic Communications, Magazines, Leadership, Internal Communications, Speech Writing, Newspapers, Crisis Communications, Corporate Communications, Reputation Management, Social Media, Message Development
Education
University of Colorado Boulder 1983 — 1987
Bachelor of Science, Journalism, Emphasis in Political Science
University of Colorado Boulder
Bachelor's degree, Journalism and Political Science
Colorado Supreme Court August 2012 - April 2014
Standard & Poor's August 2008 - August 2009
Education
University of Colorado School of Law 2009 — 2012
Juris Doctor
Tulane University 2004 — 2008
Bachelor of Science, Economics and Political Science
Standard & Poor's June 2015 - August 2015
Colorado University Student Government: Engineering Council April 2014 - May 2015
ioSemantics June 2014 - August 2014
Research October 2013 - April 2014
Skills
Data Visualization, Data Mining, Public Speaking, Computer Science, Algorithms, Leadership, Programming
Education
University of Colorado Boulder 2013 — 2017
Bachelor's degree:, Applied Mathematics, Computer Science, Leadership Certificate, GPA: 3.99
Cherokee Trail High School 2011 — 2013
Graduated, May 2013, GPA: 4.0 (unweighted), 4.7 (weighted)
Ernst & Young January 2013 - Present
University at Albany Athletic Center August 2011 - December 2012
Standard & Poor's May 2012 - August 2012
Independent February 2011 - May 2011
University at Albany Science Library September 2008 - December 2010
H&R Block January 2007 - April 2008
Skills
Microsoft Word, Microsoft Excel, Teamwork, HTML, SQL, VBA, Java, MS Excel Pivot Tables, Microsoft Access, CSS, XML, Italian languages, Vlookup, Database Design, Conditional Formatting, Goal Seek, What-if Analysis, Microsoft SQL Server, Customer Service, Group Work, Great communications..., Online Research, Receptionist Duties, Cashiering, Teaching English as a..., Organized Multi-tasker, Organized self-starter, Academic Tutoring, Reading, IT Audit, CCAR, Regulatory Submissions, Accounting
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Finance, Information Technology Management, Financial Market Regulation, 3.5
L'Universita Cattolica del Sacro Cuore 2011 — 2011
Semester Abroad, Political Science, 3
Università Cattolica del Sacro Cuore 2011 — 2011
Standard & Poor's July 2014 - Present
Standard & Poor's April 2013 - July 2014
Milliman May 2012 - April 2013
Skills
Financial Analysis, Employee Benefits, Retirement, Mutual Funds, Investments, Financial Risk, Financial Services, Strategic Financial..., Risk Management, Finance, Retirement Planning, Financial Modeling, Wealth Management, Valuation
Education
University of Colorado at Boulder 2007 — 2011
Bachelor’s Degree, Economics
Standard & Poor's November 2014 - Present
AAA Corporate Transportation January 2013 - April 2014
Joint Brokerage Account (Family Investment Account) June 2010 - June 2013
College of San Mateo August 2008 - June 2009
Skills
Quantitative Finance, Financial Analysis, Sales, Statistics, Data Analysis, Research, Investments, Risk Management, Economics, PowerPoint, Microsoft Excel, Teamwork, Microsoft Word, Microsoft Office, Public Speaking, Analysis, Access, Social Media
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Science (BSc), Mathematics/Economics
Standard & Poor's June 2015 - Present
S&P Capital IQ April 2014 - June 2015
Parmenion Capital June 2013 - September 2013
Douglass Financial Group July 2010 - August 2012
Charles Schwab August 2007 - June 2010
Skills
Asset Allocation, Financial Statement..., Securities, Equity Research, Portfolio Management, Strategic Financial..., Investments, Equity Valuation, Equities, Series 7, Series 63, Asset Management, Analysis, DCF Valuation, Regression Analysis, Mergers & Acquisitions, Investment Management, Valuation, Mutual Funds, Corporate Finance, Financial Accounting, Investment Banking, Quantitative Analytics, Technical Analysis, Passed the Level 1 CFA..., Bloomberg, Bloomberg Terminal, Retirement Planning, Fixed Income, SPSS, S&P Capital IQ, Modeling
Education
University of Bath 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance, Merit
University of Northern Colorado 2005 — 2007
Bachelor of Science, Finance
Freelance Editor, Madison, N.J.Patch.com / AOLNovember 2010 - March 2012
United Business Media 2004 - 2009
Commonwealth Business Media 1999 - 2004
Standard & Poor's January 1999 - October 1999
Fairchild Publications 1998 - 1999
Fairchild Publications 1995 - 1998
The New York Times 1992 - 1995
The New York Times 1992 - 1994
Tribune Company 1991 - 1991
Fairchild Publications 1985 - 1989
Skills
Publishing, Editorial, New Media, Journalism, Social Media, Video, Creative Writing, Magazines, Breaking News, Newsletters, Advertising, Management, Copy Editing, Copywriting, Leadership, Publications, Shipping, Photoshop, Blogging, Multimedia, Sales, Transportation, B2B
Education
Tulane University
Bachelor of Arts, English
Platts January 2015 - Present
MassMutual Financial Group August 2014 - November 2014
Standard & Poor's August 2013 - December 2013
MetLife April 2013 - July 2013
TIAA-CREF May 2012 - December 2012
AIG April 2011 - January 2012
Standard & Poor's May 2010 - April 2011
at Wachovia Bank September 2009 - July 2010
Wachovia Bank July 2008 - March 2009
Lincoln Financial Group September 2007 - July 2008
Skills
Business Analysis, SDLC, Financial Services, Requirements Gathering, Business Requirements, Requirements Analysis, Business Process..., Risk Management, Product Management, Fixed Income, Business Intelligence, Software Project..., Project Management, Vendor Management, Agile Methodologies, Analysis, Enterprise Software, Leadership, Program Management, Management, Strategy, Market Research, Visio, User Acceptance Testing, SharePoint
Education
University at Albany, SUNY 1988 — 1990
MA, History
University at Albany, SUNY 1983 — 1987
BA, History
Monsignor Farrell High School 1979 — 1983
Standard & Poor's August 2014 - Present
Standard & Poor's January 2014 - August 2014
Houston Texans October 2013 - December 2013
USA Ultimate January 2012 - November 2012
Geneva Glen Camp 2006 - 2011
Skills
Leadership, Event Management, Training, Program Management, Event Planning, Management, Public Speaking, Nonprofits, Social Networking, Customer Service
Education
University of Colorado at Boulder 2006 — 2011
Bachelor's degree, Economics, Communication
MagicBus.io July 2014 - Present
Joyful Frog Digital Incubator November 2012 - May 2014
Lean Startup Machine January 2012 - December 2012
The Deal LLC January 2011 - May 2012
WhatFailed.us July 2011 - January 2012
Guidepoint Global May 2009 - January 2011
Sparkseed March 2010 - December 2010
Standard & Poor's August 2007 - May 2009
Skills
Entrepreneurship, Project Management, Marketing, Strategic Planning, Social Media, Marketing Strategy, Business Development, New Business Development, Budgets, Start-ups, Public Speaking, Business Strategy, Product Development, Public Relations, Market Research, Social Media Marketing, Account Management, Microsoft Office
Education
Tufts University 2003 — 2007
Bachelor of Arts (B.A.), Double Major: International Relations, German Area Studies
University of Tübingen 2005 — 2006
One Year Study Abroad, Political Science
Northfied Mount Hermon School 2001 — 2003
HS, General
Clifton College 1999 — 2001
GCSE
Polo Ralph Lauren December 2007 - December 2010
Manolo Blahnik June 2003 - December 2007
Standard & Poor's 2001 - 2002
Education
Universidad de 'San Andrés' 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Colegio San Andres 1992 — 1995
Sir James Henderson School of Milan 1985 — 1992
Lord Abbett & Co. LLC September 2011 - Present
Bloomberg Businessweek May 1999 - November 2010
Standard & Poor's November 1997 - May 1999
Standard & Poor's April 1992 - November 1997
Standard & Poor's July 1983 - April 1992
Education
University at Albany, SUNY 1978 — 1982
B.A., English
Standard & Poor's January 2012 - Present
Wells Fargo Securities November 2010 - December 2011
Stone & Youngberg June 2009 - September 2009
Countrywide Home Loans June 2007 - August 2008
Capital One Mortgage (formerly GreenPoint Mortgage) October 2004 - June 2007
Capital One Mortgage (formerly GreenPoint Mortgage) July 2003 - October 2004
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance & Real Estate
University of California, Davis 1999 — 2003
BA, Economics and Political Science
St. Ignatius College Prep 1995 — 1999
High School
HNW, Inc. November 2011 - Present
Lenox Hill Hospital/North Shore-LIJ Health System July 2011 - November 2011
The Huffington Post December 2010 - March 2011
Corcoran Group/Citi Habitats/Corcoran Sunshine Marketing Group/Sotheby's International Realty May 2010 - December 2010
Metropolitan Research Associates February 2007 - October 2009
Standard & Poor's November 2006 - February 2007
Omgeo June 2001 - May 2006
NOVO/Blue Marble (presently Arc Worldwide) August 1999 - May 2001
GT Interactive Software (presently Atari Inc.) January 1998 - July 1999
Andersen Consulting (presently Accenture) June 1994 - January 1998
Skills
Employee Relations, HR Strategy, Talent Acquisition, Onboarding, Benefits Administration, Employee Benefits, HRIS, Performance Management, Process Improvement, Employee Counseling, Full-cycle Recruiting, Orientation Programs, New Hire Orientation, Compensation, Compensation Planning, Compensation..., Benefits, Corporate Benefits, Benefits Design, HR Policies, Process Development, Performance Appraisal, Talent Assessment, Performance Improvement, Terminations, Exit Interviews, Employee Handbooks, Employee Recognition, Employee Surveys, Data Management, Report Generation, Internal Communications, Data Analysis, Business Continuity, Corporate Events, Project Planning, Project Coordination, Project Implementation, ADP Payroll, ADP HRB, Staff Supervision, Budget Preparation, Budget Tracking, Office Management, Oracle HR, PeopleSoft, Lawson, Talent Management, Personnel Management, Human Resources
Education
University at Albany, SUNY 1989 — 1993
B.S.
Standard & Poor's April 2014 - Present
UBS Wealth Management September 2013 - April 2014
Regeneron Pharmaceuticals May 2012 - August 2012
University at Buffalo September 2011 - July 2012
Chipotle Mexican Grill January 2010 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Visual Basic, Time Management, Teamwork, Team Management, Financial Analysis, Customer Service, Customer Satisfaction, Microsoft Office, Social Networking, Training, Data Analysis, Data Entry
Education
State University of New York at Buffalo 2009 — 2013
Bachelor of Science, Business Administration, 3.59/4.00
ICMA-RC December 2008 - Present
KPMG December 2005 - June 2008
Aurora Loan Services, a Lehman Brothers company April 2003 - October 2005
Newman & Associates (subsidiary of GMAC Commercial Holdings) December 2000 - January 2003
Schroder Investment Management (Australasia) Limited March 2000 - September 2000
Citibank, NA Sydney Australia December 1999 - March 2000
ABN AMRO Bank NV, Sydney Australia November 1997 - November 1999
Standard & Poor's August 1987 - October 1997
Shawmut Bank 1986 - 1987
Skills
Capital Markets, Credit Analysis, Investments, Credit Risk, Fixed Income, Project Planning, Equities, Portfolio Management, Investment Banking, Bonds, Structured Finance, Microsoft Excel, Finance, MBS, Financial Modeling, Securities, Banking, Financial Risk, Derivatives
Education
University at Albany, SUNY 1984 — 1986
MBA, Finance
University of Virginia 1978 — 1982
BA, Economics major;Religious Studies minor
Niskayuna High School 1974 — 1978
National Search Associates August 2013 - Present
GL Resources January 2012 - August 2013
Parker & Lynch March 2010 - November 2011
RHI 2009 - 2010
Standard & Poor's 2006 - 2008
Merck April 2001 - May 2004
Bayer 1997 - 2001
Education
University of California, Santa Barbara 1992 — 1997
BS, Pharmacology
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
Centennial AG Supply CO. May 2014 - Present
Financial Executives International July 2015 - Present
Cogent Strategies, LLC February 2009 - Present
University of Denver 2010 - Present
Financial Executives International July 2012 - Present
Asa J. Beck, CPA November 2007 - February 2009
Standard & Poor's January 2004 - November 2007
Qwest Communications November 1998 - July 2002
Applied Business Systems October 1994 - November 1998
Night Owl Security a Division of Vector Security July 1987 - September 1994
Skills
Mergers, Financial Analysis, Leadership, Business Development, Project Management, Performance Metrics, Business Process, Financial Systems, Private Placements, Strategic Planning, Financial Modeling, Due Diligence, Business Strategy, Management Consulting, Executive Management, Start-ups, Finance, Corporate Finance, Business Planning, Financial Reporting, Forecasting, Mergers & Acquisitions, Integration, Program Management, Process Improvement, Risk Management, Strategy, Business Process..., Managerial Finance, Analysis, Training, Entrepreneurship, Change Management, Strategic Financial..., Small Business, Accounting, Consulting, Budgets, Management, Venture Capital, Investments, Business Valuation, Private Equity, Valuation, CPA, Sarbanes-Oxley Act, Portfolio Management, Acquisition Integration, Investor Relations, Restructuring
Education
University of Colorado Anschutz Medical Campus 2004 — 2006
Master's, Finance
University of Maryland University College 1983 — 1985
BS, Accounting
Standard & Poor's October 2011 - Present
Goldman Sachs 2007 - 2011
T-Mobile June 2006 - August 2006
Skills
Java, XML, SQL, Spring, Eclipse, Web Services, C#, JavaScript, Requirements Analysis, Oracle, SDLC, Software Project..., Java Enterprise Edition, PL/SQL, Hibernate, .NET
Education
State University of New York at Buffalo 2005 — 2007
Masters, Computer Science
Taco Bell March 2014 - Present
Taco Bell March 2012 - March 2014
Toastmasters International October 2010 - March 2012
Toastmasters International March 2008 - October 2010
Boys Hope Girls Hope January 2008 - November 2008
Smith Barney August 2006 - 2007
Standard & Poor's May 2006 - August 2006
Skills
Event Management, Public Relations, Newsletters, Marketing Communications, Writing, Web Content, Internal Communications, Strategy, Leadership, Video, Brand Management, Marketing Strategy, Creative Direction, Marketing, Press Releases, Editing, Strategic Communications, Social Networking, Public Speaking, Fundraising, Graphic Design, Social Media, Management, Training, Email Marketing, Corporate Communications, Recruiting, Event Planning, Social Media Marketing, Interviews, Analysis, Facebook, Media Relations, Research, Nonprofits
Education
University of California, Irvine 2012 — 2014
MBA, Marketing
University of Pittsburgh 2003 — 2007
BS, Finance
University of Pittsburgh
BA, Marketing
Edward Jones November 2012 - Present
UBS Wealth Management March 2005 - April 2009
Standard & Poor's 2004 - 2004
Darden School of Business 2002 - 2004
The Boston Consulting Group June 1997 - July 2002
Skills
Talent Acquisition, Recruiting, Interviews, Human Resources, Leadership, Onboarding, Employee Relations, Sourcing, Talent Management, Applicant Tracking..., Coaching, Training, College Recruiting, Internet Recruiting, Executive Search, Technical Recruiting
Education
State University of New York at Albany 1993 — 1996
BA, Psychology, Summa Cum Laude
New York, NY 2012 - Present
Standard & Poor's 2003 - 2011
New York Stock Exchange 2001 - 2003
UBS 2000 - 2001
PaineWebber 1999 - 2000
PaineWebber 1997 - 1999
PaineWebber 1995 - 1997
PaineWebber 1993 - 1995
Skills
Financial Services, Marketing, Communications, Client..., Product Development, Financial Markets, Internal Communications, Client Liaison, Client Relations Skills, Series 63, Hedge Funds, Bonds, Market Data, Fixed Income, Electronic Trading, Securities, Equities, Trading Systems, Bloomberg, Financial Analysis, Investor Relations, Derivatives, Management, Alternative Investments, Portfolio Management, Equity Research, Investments, Trading, Sales, Banking, New Business Development, Mutual Funds, Product Management, FINRA, Investment Banking, Structured Finance, Options, Market Research, Asset Management, Capital Markets, Competitive Analysis, Finance, Analysis, Series 7
Education
University at Albany, SUNY
BA, Communication/Business
Standard & Poor's June 2011 - Present
Event Planning and Management March 2009 - Present
New York Women In Communications (NYWICI) August 2010 - 2013
Women In Sports and Events (WISENYC) March 2009 - 2012
Citigroup 2005 - 2009
UJA-Federation of New York 2002 - 2005
ABC, GQ, Vanity Fair, People, Self, Animal Fair Magazine 1999 - 2002
Sundance Channel - Sundance Film Festival 1998 - 1999
FOX / FX Networks 1994 - 1998
Education
University at Albany, SUNY
BS, Business Administration
Standard & Poor's January 2015 - Present
Standard & Poor's January 2011 - December 2014
Standard & Poor's January 2006 - December 2010
Standard & Poor's January 2004 - December 2006
Standard & Poor's January 2001 - December 2003
Standard & Poor's January 1998 - December 2000
Standard & Poor's February 1996 - December 1997
Loan Pricing Corporation 1993 - 1995
The Bank of New York September 1986 - June 1993
National Westminster Bank USA June 1982 - September 1986
Skills
Business Strategy, Structured Finance, Credit, New Business Development, Management, Leadership, Executive Management, Loans, CRM, Sales, Marketing Strategy, Marketing, Project Finance, Strategy
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Trinity College-Hartford 1978 — 1982
B.A., History
AssetMark February 2014 - Present
Janus Capital Group January 2007 - February 2014
Standard & Poor's January 2004 - December 2006
Dreyfus January 2001 - December 2004
JP Morgan Chase January 1996 - January 2001
Van Eck Global September 1991 - January 1996
Skills
Series 7, Series 63, Investments, Alternative Investments, Wealth Management, ETFs, Separately Managed..., Open Architecture, Practice Management, Business Continuity..., Succession Planning
Education
Trinity College-Hartford 1988 — 1991
BA, Economics
Northfield Mount Hermon 1985 — 1987
Private Secondary School
Standard & Poor's June 2015 - Present
LDT Consulting August 2011 - Present
Sapphire Energy November 2014 - June 2015
Watson Pharmaceuticals November 2006 - August 2011
On The Spot Oil LLC January 2008 - March 2009
Discovery Partners International January 2003 - March 2006
Adaptive Therapeutics January 2003 - January 2005
Skills
Analysis, Investments, Financial Modeling, Financial Analysis, Business Development, Data Analysis, Mergers & Acquisitions, Strategy, Valuation, Leadership, Due Diligence, Competitive Analysis, Microsoft Excel, Pharmaceutical Industry, Research, Biotechnology, Cross-functional Team..., Risk Management, US GAAP, Entrepreneurship, Skepticism, Asking Questions, Quality Control, Financial Accounting, Presentations, Python, VBA, SQL
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration, Investments
University of California, San Diego 2001 — 2006
Bachelor of Science (B.Sc.), Biochemistry/Chemistry
University of California, Los Angeles 2009 — 2011
Investments and Securities
Silver Valley High School 1997 — 2001
TD Ameritrade November 2013 - Present
Paltalk August 2013 - November 2013
Bloomberg February 2012 - August 2013
User Experience and Product Design Consulting October 2007 - September 2012
Knowledgent Group 2010 - February 2012
Standard & Poor's May 2005 - October 2007
BusinessEdge Solutions March 2002 - May 2005
iXL August 1998 - January 2002
Renaissance Interactive February 1997 - August 1998
Premier Internet October 1995 - February 1997
Skills
User Experience, Information Architecture, User-centered Design, Interaction Design, Usability Testing, User Research, Usability, Wireframes, User Experience Design, User Interface Design, Human Computer..., Experience Design, Agile Methodologies, Creative Direction, Visual Design, User Scenarios, Analytics, Persona, Content Strategy, Strategy, Design Thinking, Rapid Prototyping, Adobe Creative Suite, Information Design, User Experience Strategy, Concept Design, Digital Strategy, Mobile Applications, Management, Mobile Devices, Wearable Computing, Apple Watch, Android Watch
Education
University of Cincinnati 1991 — 1995
Bachelor’s Degree
Vlocity - The Industry Cloud Company July 2015 - Present
One Kings Lane December 2012 - July 2015
aurionPro Solutions August 2007 - December 2012
Citi October 2009 - October 2012
California Department of Technology March 2009 - April 2009
Standard & Poor's November 2008 - December 2008
PlantSense October 2008 - November 2008
State of California June 2008 - July 2008
Pioneer Electronics April 2008 - June 2008
Cyberlog October 2007 - February 2008
Skills
Performance Tuning, Application Performance..., Performance Engineering, Performance Analysis, Production Support, Performance Test..., Capacity Planning, Web Services, Application Monitoring, Unix, System Monitoring, Performance Measurement, Performance Benchmarking, Enterprise Architecture, Open Source Software, JMeter, Software Quality..., SDLC, SQL
Education
University of Alabama 2003 — 2004
M.S, Electrical and Computer Engineering
University of Madras 1998 — 2002
B.E., Instrumentation Engineering
GroupM September 2012 - July 2014
Villanova University May 2011 - May 2012
McGraw Hill Companies November 2010 - January 2011
Standard & Poor's August 2010 - October 2010
MetLife June 2009 - August 2009
MetLife June 2008 - August 2008
Skills
Microsoft Excel
Education
Villanova University 2011 — 2012
Masters of Accountancy, Accounting
State University of New York at Albany 2006 — 2010
Bachelor of Science, Accounting
AIG October 2012 - Present
Citigroup May 2009 - November 2012
Citigroup November 2008 - April 2009
Citigroup July 2005 - November 2008
ACE January 2004 - February 2005
JPMorgan Chase December 1999 - April 2004
Morgan Stanley July 1996 - December 1999
Standard & Poor's September 1992 - June 1996
Skills
Management, Marketing Communications, Equities, Media Relations, Crisis Communications, Capital Markets, Marketing, Financial Services, Financial Communications, Public Relations, Alternative Investments, Advertising, Spokesperson, Financial Markets, Thought Leadership, Investor Relations, Strategy, Copy Editing, Strategic Communications, Corporate Communications, Internal Communications, Banking, Press Releases, Crisis Management, Editing, Hedge Funds, Private Equity, Asset Management
Education
University at Buffalo 1980 — 1984
BA, Communications
Citi March 2011 - Present
MagNam Associates, LLC October 2001 - Present
IntegriDATA Business & Technology Solutions, LLC 2006 - 2010
Multi-strategy $13B NYC Hedge Fund 2006 - 2010
JPMorgan 2005 - 2006
Deloitte Consulting 1995 - 2001
Standard & Poor's 1991 - 1995
Siedentopf Consulting 1987 - 1991
Syntrex, Inc 1987 - 1987
Ryan, Swanson & Cleveland, PLLC 1985 - 1986
Skills
Strategy, Data Center, Market Data, SDLC, Account Reconciliation, Hedge Funds, Vendor Management, IT Management, Software Development, Fixed Income, SQL, Portfolio Management, Acquisition Integration, Business Analysis, Governance, Software Project..., Capital Markets, Security, IT Strategy, Alternative Investments, Data Warehousing, Asset Management, Trading Systems, P&L Management, Architecture, Financial Services, Securities, Investment Banking, Trading, Management, Requirements Analysis, Program Management, FX Options, PMO, Project Management, Risk Management, Budgets, Business Intelligence, Business Process..., Databases, Team Building, Microsoft SQL Server, Architectures, Accounting, Process Improvement, Integration, Valuation, Finance, Structured Finance, Cash Management
Education
The Bronx High School of Science
University at Albany, SUNY
BS
Morningstar Credit Ratings, LLC April 2015 - Present
Radian Asset Assurance February 2009 - Present
Radian Asset Assurance June 2003 - March 2008
American Reinsurance June 1999 - March 2003
Standard & Poor's June 1994 - June 1999
Arbor National Mortgage January 1991 - September 1992
Skills
Structured Finance, Credit, Portfolio Management, Risk Management, Securitization, Capital Markets, Financial Structuring, Banking, ABS, Due Diligence, Fixed Income, Bloomberg, Securities, Loans, CDO, Derivatives, Structured Products, Trading, Insurance, Hedge Funds, Bonds, Project Finance, CDS, Mortgage Lending, Client Relations, Trade Receivables, Loss Mitigation, Project Management, Risk Transfer
Education
University at Albany, SUNY 1992 — 1994
MBA, Finance
University at Albany, SUNY 1986 — 1990
BS, Finance
Chaminade High School 1981 — 1985
MUFG Union Bank, N.A. (formerly Bank of Tokyo-Mitsubishi) June 2010 - Present
Northeast Securites, Inc. March 2009 - June 2010
1861 Capital Management June 2007 - January 2009
Merrill Lynch August 1991 - June 2007
Lebenthal, Moseley Hallgarten, and S&P August 1980 - August 1991
Standard & Poor's 1980 - 1984
Skills
Fixed Income, Investments, Equities, Finance, Capital Markets, Portfolio Management, Bonds, Credit, Structured Finance, Valuation, Asset Managment, Management, Trading, Hedge Funds, Asset Management, Financial Markets, Derivatives, Securities, Credit Analysis, Municipal Bonds, Loans, Options, Credit Risk, Public Finance, Analysis, Strategy, Investment Banking, Project Finance, Financial Modeling, MBS, Liquidity Risk, Structured Products, Housing Finance, Bloomberg, High Yield, Financial Structuring, Banking, Financial Analysis, Risk Management
Education
State University of New York at Albany 1978 — 1980
MBA, Finance
Roubini Global Economics July 2015 - Present
Morningstar January 2014 - June 2015
Morningstar October 2011 - January 2014
Capital IQ - A Division of Standard & Poor's April 2007 - October 2011
Standard & Poor's February 1999 - April 2007
Skills
Securities, Relationship Management, Equities, Financial Modeling, Capital Markets, Capital IQ, Fixed Income, Portfolio Management, Asset Managment, Financial Services, Financial Markets, Competitive Analysis, Market Research, Business Planning, Investments, Online Marketing, Market Data, Marketing Strategy, Asset Management, Bloomberg, Morningstar Direct, Hedge Funds, Equity Research
Education
University of Arizona, Eller College of Management 1994 — 1998
BSBA, Finance
Mullen High School
Standard & Poor's July 2015 - Present
Union Bank March 2014 - July 2015
Union Bank December 2010 - February 2014
Union Bank, N.A. August 2008 - December 2010
Union Bank, N.A. October 2006 - August 2008
Jules & Associates, Inc July 2006 - August 2006
Skills
Commercial Banking, Credit Analysis, Portfolio Management, Credit, Loans, Banking, Credit Risk, Financial Analysis, Relationship Management
Education
UC Berkeley 2012 — 2015
Master of Business Administration (MBA), Finance, General
University of Southern California 2002 — 2006
Bachelor of Arts (B.A.), Economics
Hewlett-Packard October 2012 - Present
Risqo ® March 2010 - March 2014
Hewlett-Packard March 2012 - October 2012
Peak Systems September 2010 - March 2012
Peak Systems January 2008 - March 2012
Field Solutions, LLC September 2009 - September 2010
Peak Systems 2008 - 2009
Unisys October 2007 - January 2008
Standard & Poor's September 2006 - September 2007
Skills
Technical Support, System Deployment, Software Installation, Microsoft Certified..., Project Management, Integration, HP, Active Directory, Team Building, Laptops, Servers, CompTIA, Information Technology, IT Strategy, Troubleshooting, Computer Hardware, Security+, Hardware, XP, Help Desk Support, Network+, A+, Network Administration, Blackberry Enterprise..., A+ Certified, Management, CompTIA A+ Certification, ITIL, Disaster Recovery, Printers, Windows 7, Microsoft Exchange, Windows Server, DHCP, VPN, Networking, Risk Management, Sun Certified Java..., Comptia Project +, Altiris, Training, Citrix, CompTIA Network+..., CIW, Vendor Management, Symantec Altiris, Windows XP
Education
Western Governors University 2007 — 2011
BSc
University of Cambridge 2005 — 2005
ICT
Standard & Poor's March 2015 - Present
Standard & Poor's April 2013 - Present
Standard & Poor's October 2011 - April 2013
Breakthrough Collaborative June 2009 - December 2012
Heald College June 2010 - September 2011
UC Berkeley February 2007 - October 2010
Skills
Curriculum Design, Research, Teaching, Public Speaking, Standards Compliance, Process Implementation, Process Improvement, Data Analysis, Higher Education, Qualitative Research
Education
University of California, Berkeley 2006 — 2010
BA, Political Economy
2U August 2015 - Present
Applico February 2015 - August 2015
S&P Capital IQ December 2012 - February 2015
Varonis August 2012 - December 2012
Standard & Poor's June 2012 - August 2012
Expo International June 2011 - August 2011
Skills
Quality Assurance, PowerPoint, Microsoft Excel, HP Quality Center, Software Documentation, JavaScript, SQL, Visio, Microsoft Office, SharePoint, OS X, APIs, Github, Jenkins, Databases, Agile Methodologies, SDLC, Microsoft Word, Testing, HTML5, Windows XP Professional, Mac OS X, Excel, Dreamweaver, Adobe Software, Photoshop, Captivate, Toad 9.0, Quality Center, ALM, VBScript, Xcode
Education
State University of New York at Albany 2008 — 2012
Bachelor of Arts (BA), Information Science/Studies
Standard & Poor's August 2015 - Present
Standard & Poor's February 2015 - Present
U.S. Securities and Exchange Commission September 2014 - December 2014
Financial Industry Regulatory Authority May 2014 - August 2014
International Securities Exchange (ISE) June 2013 - August 2013
Thomson Reuters June 2012 - May 2013
KPMG October 2010 - August 2011
UC Santa Cruz September 2009 - June 2010
KPMG June 2009 - August 2009
Google July 2007 - September 2007
Skills
Legal Writing, Securities Regulation, Financial Analysis, Legal Compliance, Corporate Finance, Financial Regulation, Regulatory Compliance, Finance, Auditing, Options, Accounting, Revenue Recognition, Westlaw, Legal Research, Sarbanes-Oxley Act, Microsoft Excel, Microsoft Office, Internal Controls, Budgets, Cash, Financial Reporting, Public Speaking, PowerPoint, Licensing, Mergers & Acquisitions, Access, Due Diligence, Excel, Sarbanes-Oxley, Legal Documents, Research, Corporate Law, Audit, Revenue Analysis, Financial Accounting, Financial Audits, Editorial, Financial Statements, Corporate Governance, Financial Services, Securities, Securities Market, SEC filings, Valuation, US GAAP, GAAP, Financial Modeling, Economics, Lexis, Leadership
Education
University of San Francisco School of Law 2011 — 2015
Juris Doctor (JD), Banking, Corporate, Finance, and Securities Law
University of San Francisco - Masagung Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General, 3.86
University of California, Santa Cruz 2006 — 2010
BA, Business Management Economics, Accounting
Saint Ignatius College Preparatory 2003 — 2006
HS Diploma
Standard & Poor's July 2015 - Present
Scottrade January 2014 - June 2015
University of Colorado Boulder January 2013 - May 2015
Elevations Credit Union May 2013 - December 2013
The Broadmoor May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Data Analysis
Education
University of Colorado at Boulder 2011 — 2015
Bachelor’s Degree, Economics, Business Minor
Standard & Poor's March 2014 - Present
Standard & Poor's July 2012 - March 2014
Target January 2011 - November 2011
City of Davis January 2008 - April 2008
Golden State Warriors June 2006 - January 2008
Skills
Microsoft Office, Internet, Mathematics, Event Planning, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Research, Social Media, Time Management, Retail, Leadership Development, Data Analysis, Forecasting, Coaching, Access, Teamwork, Sales, Outlook
Education
University of California, Davis 2006 — 2010
Bachelor, Economics, Minor: Managerial Economics
Standard & Poor's June 2015 - Present
University of California, Berkeley, Haas School of Business December 2014 - Present
Department of Economics, University of California, Berkeley August 2014 - May 2015
China Citic Bank International Limited (CNCBI), Private Banking Investment Division May 2013 - July 2013
Skills
Bloomberg, Time Series Analysis, R, Stata, Microsoft Excel, Financial Analysis, Data Analysis, Financial Accounting, Research, Technical Analysis, Analysis, Microsoft Office, Statistics, Teamwork, Event Planning, Economics, Microsoft Word, PowerPoint, Social Media
Education
University of California, Berkeley 2012 — 2016
Bachelor's Degree, Economics
University of California, Berkeley 2012 — 2016
Bachelor's Degree, Statistics
BrightEdge October 2013 - Present
Criteo March 2013 - October 2013
Jim Jonassen & Associates/Venture Search October 2011 - December 2012
Airbnb February 2011 - October 2011
Kelly Services December 2010 - March 2011
Standard & Poor's September 2010 - December 2010
Skills
Recruiting, Lead Generation, Marketing, Salesforce.com, Account Management, Start-ups, Executive Search, Talent Management, Email Marketing, Business Development, Leadership, Interviews, SaaS, Strategy, Social Networking, Project Coordination, Social Media Marketing, Cold Calling, Social Media, Marketing Communications, Coordinating Events, CRM, Strategic Partnerships, SEM, Sales, E-commerce, Online Advertising, Digital Media, Internet Recruiting, Permanent Placement, PPC, Advertising, Consulting, Talent Acquisition, Google Adwords, Applicant Tracking..., Hiring, Screening Resumes, Benefits Negotiation, Sourcing, Contract Recruitment, College Recruiting, Screening, Onboarding, cpc, Search, Entrepreneurship, Technical Recruiting, Building Relationships, SEO
Education
University of Arizona
BA, Communication, Minor in Business
Venture for America January 2015 - Present
Venture For America May 2014 - December 2014
Venture for America September 2013 - May 2014
Standard & Poor's August 2011 - August 2013
New York Blood Center August 2009 - August 2011
Spa Week Media June 2008 - October 2008
Clinton Health Access Initiative January 2008 - May 2008
Skills
Social Media, Fundraising
Education
Tufts University 2004 — 2008
BA, International Relations, Community Health
The Advisory Board Company April 2015 - Present
Standard & Poor's September 2014 - April 2015
Great-West Financial June 2014 - August 2014
iCat December 2013 - May 2014
Janus Capital Group October 2013 - December 2013
Durning Lab, University of Colorado February 2013 - September 2013
BuffAcademy January 2012 - September 2013
Roth Capital Partners June 2013 - August 2013
LASP University of Colorado October 2010 - February 2013
University of Colorado Boulder August 2009 - May 2011
Skills
Microsoft Office, Salesforce.com..., Research, MySQL, Databases, Data Management, Statistics, Probability Theory, Consulting, Mathematical Modeling, Numerical Analysis, capitaliq, Microsoft Excel
Education
University of Colorado Boulder 2009 — 2014
Bachelor of Science (BS), Mathematics
Faith Christian Academy 2005 — 2009
Standard & Poor's April 2015 - Present
Standard & Poor's February 2014 - April 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Matlab, Microsoft Word, Teamwork, Customer Service, English, Public Speaking, Social Media, Data Analysis, Team Leadership, Windows, Outlook
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Arts (B.A.), Economics
The Nielsen Company January 2013 - Present
Healthcare, Inc. (Compas/Communications Media, Inc.) February 2010 - January 2013
Victoria's Secret June 2008 - January 2011
Giovanni Calise Company January 2009 - May 2009
Standard & Poor's May 2007 - August 2007
University of Rhode Island September 2006 - February 2007
Skills
Sales, Microsoft Office, Digital Media, Media Planning, Customer Service, Account Management, Salesforce.com, Analytics, Data Entry, Facebook, Negotiation, Microsoft Word, Microsoft Excel, Time Management, Media Buying, Copywriting, New Media, Outlook, Public Relations, Recruiting, Social Media, Training, Advertising, Marketing, Digital Marketing, Marketing Strategy, Online Advertising, Social Media Marketing, Digital Strategy, Management, Integrated Marketing, Marketing Communications, Email Marketing, Market Research
Education
University of Rhode Island 2005 — 2009
B.S. in Business Administration, International Business, Spanish
Universidad Pablo de Olavide 2008 — 2008
Study Abroad
Standard & Poor's March 2015 - Present
Standard and Poor's June 2013 - March 2015
First Congregational Church of Shrewsbury 2009 - July 2013
Woodrow Wilson International Center for Scholars January 2013 - May 2013
Wellesley College Pforzheimer Learning and Teaching Center September 2012 - May 2013
The White House August 2012 - August 2012
U.S. Department of Labor May 2012 - August 2012
Millbury Federal Credit Union May 2009 - August 2011
Professor Claire Fontijn, Associate Professor of Music December 2010 - February 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Stata, Online Research, Church Music, Piano
Education
Wellesley College 2009 — 2013
Bachelor of Arts (B.A.), Economics
University College London, U. of London 2012 — 2012
Economics
Massachusetts Academy of Math and Science at WPI 2007 — 2009
Standard & Poor's September 2014 - Present
Vail Resorts November 1998 - Present
Black Knight Financial Services Data & Analytics October 2012 - September 2014
Colorado League of Charter Schools December 2011 - May 2012
Project Lead The Way June 2010 - November 2011
Charter School Growth Fund October 2008 - June 2010
Clayton Fixed Income Services August 2007 - October 2008
Martin Associates July 2005 - May 2006
Skills
SAS, Stata, Data Analysis, SPSS, Research, Analytics, Qualitative Research, Microsoft Excel
Education
University of Denver - Sturm College of Law 2009 — 2012
JD
University of Colorado Denver 2006 — 2007
MA
University of Colorado Boulder 2000 — 2005
BA
Pacific Coast Community Acupuncture July 2015 - Present
Craig Swogger, L.Ac October 2012 - Present
Yo San University April 2014 - Present
Shiatsu Massage School of California May 2013 - December 2013
Yo San University January 2013 - April 2013
Standard & Poor's December 2000 - December 2007
Skills
Acupuncture, Chinese Herbal Medicine, Nutritional Counseling, Exercise, Moxibustion, Cupping, Meditation, Mindfulness Meditation, Wellness, Herbs, Stress Management, Traditional Chinese..., Qigong
Education
Yo San University of Traditional Chinese Medicine 2008 — 2012
Master, Traditional Chinese Medicine and Chinese Herbology
UC Davis 1995 — 1997
Master of Fine Arts (MFA), Acting
CSU Fresno 1988 — 1994
B.A., Drama
Standard & Poor's March 2015 - Present
Standard & Poor's May 2013 - Present
Stephens Inc. February 2013 - May 2013
Standard & Poor's June 2012 - January 2013
I Love My Lawnboy March 2004 - September 2009
Skills
Analysis, Finance, Customer Service, Credit, Economics, Research, Databases, Tax, Financial Modeling, Microsoft Excel, Interpersonal..., Capital Markets, Portfolio Management
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Science in Business Administration, Finance and Accounting
Standard & Poors Rating Group February 2015 - Present
Johnson Rice & Company June 2013 - January 2015
Standard & Poor's 2012 - 2012
Bayley Beach May 2009 - August 2011
Downunder Kayaking May 2009 - August 2009
Rowayton Pizza May 2006 - August 2007
Skills
Microsoft Excel, PowerPoint, Credit, Research, Microsoft Office, Social Media, Financial Modeling, Equity Research, Management, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Investments, Microsoft Word, Equities, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2010 — 2013
Bachelor of Science in Management, Finance
Standard & Poor's September 2005 - December 2014
New York Life Insurance Company July 1994 - September 2005
Skills
AML, Financial Services, OFAC, KYC, Operational Risk..., Risk Management, Economic Sanctions, Anti-corruption, Employee Training, Policy Writing, Financial Crime, Regulations, Legal Compliance, Financial Regulation, Securities, Insider Trading, Designated Brokerage, Anti-bribery, Software Systems, Risk Assessment, Exception Testing, Conflict Of Interest, Due Diligence, FCPA, Regulatory Reporting, USA PATRIOT Act, Anti Money Laundering, Fixed Income, Financial Risk, Capital Markets, 401k, Equities, Broker-Dealer Compliance, Investment Advisor...
Education
State University of New York at Albany 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management
University of Sydney 1992 — 1992
Study abroad - Int'l marketing, Australian monetary & exchange systems, foreign investment and trade
Merrill Corporation 2014 - Present
SmartRoom- BMC Group 2011 - 2013
ORC International 2007 - 2011
Standard & Poor's 1999 - 2007
Skills
Market Research, Project Management, Account Management, Sales Process, Financial Analysis, Marketing, Sales Management, Primary Research, Equity Research, Team Management, Team Leadership, Sales Presentations, Financial Reporting, Business Development, Consulting, Research, Private Equity, Financial Markets, Mergers & Acquisitions, Financial Services, Salesforce.com, Competitive Intelligence, Strategy, Business Strategy, Competitive Analysis
Education
University of Colorado Boulder
Masters, Finance
University of Colorado at Boulder
Finance
S&P Capital IQ April 2013 - Present
S&P Capital IQ November 2012 - March 2013
Standard & Poor's October 2011 - November 2012
Standard & Poor's October 2008 - November 2011
Fiserv ISS June 2008 - November 2008
US Bank October 2006 - July 2008
Western Export ServicesD January 2006 - July 2006
Skills
CRM, Data Analysis, Equities, Finance, Financial Analysis, Financial Modeling, Market Research, Marketing, Process Improvement, Risk Management, Valuation, Analytics, Capital Markets, Portfolio Management, Financial Markets
Education
University of Colorado Denver 2007 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of Colorado at Denver 2003 — 2006
Bachelor's Degree, International Business
University of Colorado Boulder 2002 — 2003
B.A., International Business
University of New York in Prague 2001 — 2002
B.A., International Business
Federal Reserve Bank of New York July 2015 - Present
NYU Stern School of Business July 2013 - July 2015
Telsey Advisory Group November 2014 - April 2015
Standard & Poor's June 2014 - August 2014
United States Marine Corps February 2012 - July 2012
United States Marine Corps October 2010 - March 2012
United States Marine Corps June 2010 - October 2010
United States Marine Corps October 2007 - June 2010
Skills
Military Operations, Signals Intelligence, Electronic Warfare, Russian, Information Operations, Training, DoD, Management, Operational Planning
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA) 2015, Finance, General
Trinity College-Hartford 2003 — 2007
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies
Standard & Poor's August 2007 - Present
Knightsbridge Asset Management April 2005 - July 2006
Pacific Life November 2000 - April 2005
Transamerica July 1999 - August 2000
Education
University of California, Berkeley 1994 — 1998
Bachelor's degree, Political Science, Business Minor
Standard & Poor's March 2014 - Present
Axiom International Investors LLC February 2010 - March 2014
Skills
Financial Analysis, Equity Research Analysis, Quantative Analysis, Bloomberg, DCF Valuation, Financial Accounting, Hedge Funds, Risk Analysis, Regression Analysis, Equities, Equity Derivatives, Statistics, Foreign Exchange, Portfolio Management, Asset Management, Business Analysis, Mutual Funds, Financial Markets, Swaps, Asset Allocation, Data Analysis, PowerPoint, Microsoft Excel, Credit Risk, Trading
Education
State University of New York at Albany
B.S. Business Administration, Financial Analyst Concentration (Honors) / Economics Minor, 3.75 GPA
Build America Mutual Assurance Company June 2014 - Present
Standard & Poor's October 2011 - May 2014
Executive Office of the President of the United States, Office of the U.S. Trade Representative May 2010 - August 2010
Federation for American Immigration Reform May 2009 - August 2009
Skills
Stata, Microsoft Excel, Financial Modeling, Public Finance, Municipal Bonds, Fixed Income, Credit Analysis, Capital Markets, Policy Analysis, Data Analysis, Bloomberg Terminal, Financial Audits, Economic Research, Econometrics, Education Policy, Labor Economics
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics and Public Policy
Montclair High School 2003 — 2007
Jefferies & Company January 2010 - June 2011
Jefferies & Company April 2008 - January 2010
Standard & Poor's September 2006 - April 2008
Goldman Sachs January 2005 - July 2006
Mitofsky International 2001 - January 2005
Skills
Strategy, New Business Development, Investor Relations, CRM, Equities, Hedge Funds, Private Equity, Capital Markets, Securities, Program Management, Management, Mergers, Marketing, Investment Banking, Series 7, Fixed Income
Education
Our Lady of Lourdes High School
University of California, Santa Barbara
B.A., Law
Deutsche Asset & Wealth Management October 2006 - Present
MERRILL LYNCH GLOBAL ASSET MANAGEMENT LIMITED June 2004 - October 2006
DnB NOR Asset Management June 2000 - May 2004
NatWest Markets July 1996 - June 2000
Standard & Poor's February 1994 - June 1996
Skills
Fixed Income, Credit
Education
University at Albany, SUNY 1990 — 1992
Master’s Degree, Economics
University at Albany, SUNY 1984 — 1988
Bachelor’s Degree, Business/Managerial Economics
Standard & Poor's June 2006 - Present
Arnhold and S. Bleichroeder September 2003 - June 2006
Argus Research May 2002 - August 2002
Pacific Holding Company January 1998 - May 2001
Skills
Hedge Funds, Valuation, Credit Analysis, Financial Modeling, Financial Statement..., Equities, Finance, Banking, Analysis, Capital Markets, Credit, Fixed Income, Accounting, Bloomberg, Equity Research, Asset Management, Strategy, Corporate Finance, Investments, Investment Banking, Structured Finance
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
University of California, Berkeley 1993 — 1997
BA, Economics
Standard & Poor's 2007 - Present
Citigroup 1998 - 2006
Lehman Brothers 1995 - 1998
Albert Frank-Guenther Law, Inc. (Advertising) 1994 - 1995
Education
University at Albany, SUNY
B.A., English; Summa Cum Laude
Penn Mutual 2010 - Present
LANDCO January 2008 - January 2010
SBAFLA 2010 - 2010
UBS Global Asset Management 1996 - 2007
Mitchell-Hutchins Asset Management (PaineWebber) 1996 - 2000
LIberty Mutual 1994 - 1996
Credit Local de France 1993 - 1994
National Westminster Bank 1992 - 1993
Dai-Ichi Kangyo 1990 - 1992
Standard & Poor's 1986 - 1990
Skills
ABS, CMBS, RMBS, Municipals, Foreign Structured..., Portfolio Management, Bonds, Municipal Bonds, MBS, Residential Mortgages, Investments, Fixed Income, Trading, Structured Products, Financial Modeling, Project Finance, Funding, Alternative Investments, Credit, Securities, Derivatives, Hedge Funds, Capital Markets, Structured Finance, Asset Allocation, Asset Management, Investment Strategies
Education
Tulane University - A.B. Freeman School of Business 1984 — 1986
MBA, Finance
Tulane University
BA, History
Standard & Poor's February 2014 - Present
Standard & Poor's October 2008 - February 2014
Standard & Poor's June 1978 - October 2008
TalentedMrRoto.com 2005 - 2007
Skills
Credit Analysis, Fixed Income, Capital Markets, Financial Modeling, Financial Analysis, Bonds, Investments, Management, Credit, Public Finance, Government, Equities, Emerging Markets, Credit Risk
Education
State University of New York at Albany 1976 — 1978
MBA, Business
University of Rochester 1972 — 1976
B.A., Psychology
BTIG, LLC February 2008 - Present
Standard & Poor's May 2006 - February 2008
Skills
Equities, Capital Markets, Investments, Valuation, Financial Modeling, Private Equity, Financial Analysis, Due Diligence, Venture Capital, Microsoft Excel, Mergers & Acquisitions, Sales, Bloomberg, Analysis, Trading, Options, Hedge Funds, Business Development, Fixed Income, Start-ups
Education
University of California, Berkeley 1997 — 2002
Duff & Phelps April 2010 - Present
Duff & Phelps, LLC October 2005 - March 2010
Standard & Poor's August 2002 - September 2005
Skills
Valuation, Start-ups, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2007 — 2010
MBA
University of California, Berkeley, Haas School of Business 1998 — 2002
B.S., Business Administration
S&P Capital IQ April 2013 - Present
Standard & Poor's January 1999 - Present
McGraw-Hill Cos Inc July 1995 - July 1999
Skills
Capital Markets, Data Analysis, Investor Relations, Team Leadership, Equities, SharePoint, Financial Markets, Project Management, Equity Research, Data Mining, Microsoft Excel, Product Management, Analysis, Fixed Income, Financial Services, Financial Analysis, Market Data, Business Analysis
Education
University of Colorado Boulder 1989 — 1993
Standard & Poor's March 2013 - Present
Standard & Poor's February 2012 - March 2013
Standard & Poor's February 2010 - February 2012
Charles Schwab February 2007 - February 2010
Skills
Portfolio Management, Fixed Income, Equities, Bloomberg, Data Analysis, Financial Analysis, Bloomberg Terminal, Municipal Bonds, Economics, Valuation, Capital Markets, Corporate Finance, Hedge Funds
Education
University of California, Davis 2002 — 2006
Economics
Saratoga High
Standard & Poor's March 2008 - Present
Education
University of California, Berkeley 2007 — 2008
University of California, Berkeley, Haas School of Business 2007 — 2008
MFE, Finance
Tulane University 1996 — 2002
Ph.D., Physics
Informa Global Markets April 2002 - September 2014
Standard & Poor's August 1997 - April 2002
Skills
Java Enterprise Edition, Oracle Database, jQuery, ElasticSearch, Oracle Coherence, PL/SQL, Hibernate, WebLogic, OC4J, Data Modeling, Software Development, Oracle
Education
State University of New York at Albany
Standard & Poor's March 2015 - Present
Standard & Poor's April 2011 - Present
Standard & Poor's August 2005 - Present
Economic & Planning Systems, Inc December 2002 - July 2003
Federal Reserve Bank July 2000 - June 2002
Skills
Economics, Financial Analysis, Research, Capital Markets, Analysis, Policy, Finance, Fixed Income, Politics, International..., Financial Modeling, Macroeconomics, Portfolio Management, International Relations, Governance
Education
University of California, Berkeley 2003 — 2005
MPP, Public Policy
Wellesley College 1995 — 1999
BA, Economic, Math
J.P. Morgan July 2014 - Present
S&P Capital IQ June 2010 - July 2014
Standard & Poor's April 2006 - June 2010
CBS MarketWatch October 1999 - April 2006
The Bond Buyer January 1996 - October 1999
Skills
Fixed Income Analysis, Fixed Income, News Writing, Journalism, Editing, Self-starter, Online Journalism, Management, High level of initiative, Highly effective, Thought Leadership, Credit Analysis, Web Content, Energy Industry, Commodity Markets, Municipal Bonds, Publishing, Newspapers, Feature Articles, Equity Research, Capital Markets, Equities, Editorial, Content Strategy, Copy Editing, Marketing, Financial Services, Investments, Portfolio Management
Education
Tulane University
B.A.
Rennert International
Bank of New York Mellon October 2004 - Present
The Guardian Life Insurance Company of America March 2000 - September 2004
Standard & Poor's 1998 - 2000
Thomson Financial/ Dalcom 1997 - 1997
Teekay Shipping 1994 - 1996
Skills
Data Management, Core Java, Databases, Informatica, PowerBuilder, DB2, Web Applications, Flex, WebSphere ESB, Reference Data, Business Analysis, ETL, Trading Systems, Market Data, SDLC
Education
1988 — 1990
M.S., Mechanical Engineering
S&P Capital IQ August 2013 - Present
S&P Dow Jones Indices July 2011 - August 2012
Standard & Poor's April 2005 - July 2011
Skills
Equities, Fixed Income, Market Data, Bloomberg, Capital Markets, Financial Markets
Education
State University of New York at Buffalo
BA, Economics
CoBiz Financial August 2005 - Present
Janus Capital Group April 1998 - October 2004
Wells Fargo (Norwest Investment Management and Trust) December 1996 - April 1998
AMG 1995 - 1996
Standard & Poor's 1989 - 1992
Skills
Portfolio Management, Investments, Asset Managment, Mutual Funds, Alternative Investments, Equities, Financial Analysis, Asset Allocation, Mergers, Capital Markets, Investment Advisory, Corporate Finance, Strategic Financial..., Hedge Funds, Business Development, Banking, Treasury Management, Commercial Banking, Finance, Venture Capital, Asset Management, Community Leadership, Executive Management, Due Diligence, Mergers & Acquisitions, Private Equity, Leadership, Strategic Planning, Financial Planning
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA, Finance
University of Arizona 1985 — 1989
BA, Econ, Business
Cherry Creek 1981 — 1985
Duff & Phelps March 2007 - Present
Standard & Poor's September 2001 - September 2005
PricewaterhouseCoopers October 1997 - September 2001
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Business Valuation, Corporate Finance, Mergers, Capital Markets, Financial Analysis, Equity Valuation, Equities, Venture Capital, Mergers & Acquisitions, DCF, Financial Structuring, Divestitures, M&A experience, Finance
Education
University of California, Berkeley 1993 — 1997
MBA, Finance, General
University of California, Hastings College of the Law 1993 — 1997
JD, Taxation
University of Pennsylvania - The Wharton School 1988 — 1990
BS, Economics, Accounting
Wakefield High 1982 — 1986
Keil Fiduciary Strategies LLC July 2005 - Present
Lipper Inc. October 1990 - July 2005
Standard & Poor's 1983 - 1990
Skills
Alternative Investments, Securities, Due Diligence, Vendor Management, Program Management, Financial Analysis, Financial Services, Portfolio Management, Analysis, Fixed Income, Executive Management
Education
University of Colorado at Boulder 1976 — 1982
Bachelor of Arts (B.A.), Economics, Psychology
Standard & Poor's April 2011 - Present
SourceMedia September 2007 - April 2011
Institutional Investor Inc. 2005 - 2007
Education
University of Colorado at Boulder 2001 — 2005
Standard & Poor's Project ManagerMcGraw-Hill Higher Education1998 - 2004
Skills
Content Management, Project Management, Editing, Business Analysis, Content Development, Management, Derivatives, Fixed Income, Capital Markets, SDLC, Risk Management, Portfolio Management, Equities, Financial Markets, Financial Services
Education
Transylvania University 1985 — 1989
World Class Hospitality Services July 2014 - Present
Inspirato with American Express May 2013 - July 2014
Inspirato with American Express October 2011 - May 2013
Inspirato with American Express 2011 - 2013
The Boulders, A Waldorf Astoria Resort February 2008 - August 2009
Morgans Hotel Group January 2007 - February 2008
Omni Hotels October 2006 - October 2007
Omni Hotels August 2005 - September 2005
Omni Hotels May 2005 - August 2005
Standard & Poor's December 2003 - May 2005
Skills
Food Safety, Leadership Development, Project Planning, Account Management, POS, Resorts, Hotels, Hotel Management, Budgets, Front Office, Sales, Management, Hospitality, Customer Satisfaction, Inventory Management, Hiring, Training, Team Building, Pre-opening, Time Management, Rooms Division, Travel Planning, Recruiting, Event Management, Event Planning, Catering, Hospitality Management
Education
University of Denver 2004 — 2006
Master's, Technology and Management
University of Denver 1999 — 2000
Bachelor, Business Administration
Universidad del Salvador 1996 — 1999
BABS, Business
International Buenos Aires Hotel and Restaurant School/ARGENTINA 1994 — 1995
Associate, Hotel Administration
Asociacion Biblioteca de Mujeres/ARGENTINA 1990 — 1993
Associate, Tourism
S&P Dow Jones Indices October 2013 - Present
S&P Dow Jones Indices September 2011 - October 2013
Standard & Poor's December 2007 - September 2011
Xerox Litigation Services November 2005 - November 2007
New York State Senate 2005 - 2005
Skills
Asset Managment, Emerging Markets, Corporate Actions, Bloomberg Terminal, Salesforce.com, Relationship Management, Indexing, Index Funds, ETFs, Reuters 3000, Factset Research Systems, Project Management, Asset Management, Capital Markets, Bloomberg, Fixed Income, Market Data, Financial Markets
Education
State University of New York at Albany 2003 — 2007
Bachelor's, Public Policy
BCHS
ING Capital, LLC March 2015 - Present
ING Bank April 2014 - Present
ING Bank May 2008 - March 2014
Standard & Poor's November 2007 - May 2008
ING Bank June 2007 - October 2007
ABB June 2006 - December 2006
Skills
Financial Modeling, Mergers & Acquisitions, Credit, Derivatives, Financial Analysis, Project Finance, Financial Structuring, Financial Risk, Commercial banking, Finance, Mergers, Structured Finance, Commercial Banking
Education
Università Commerciale 'Luigi Bocconi' 2002 — 2007
2006-2007, General Management - Major in Corporate Finance
Wachovia August 2006 - Present
Standard & Poor's July 2003 - August 2006
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of California, Berkeley 1992 — 1996
BS, Business Administration, Finance emphasis
Wichita High School - Southeast 1988 — 1992
High School Diploma
S&P 2010 - Present
Standard & Poor's 1993 - Present
Credit Suisse First Boston 1985 - 1993
Education
University at Albany, SUNY
BS, Finance & Economics
Sonomax Technologies Inc September 2010 - April 2012
VI-DA PRODUCCIONES S.A. August 2004 - April 2006
L'Oréal April 2002 - August 2004
Standard & Poor's February 2001 - March 2002
Skills
Digital Marketing, Marketing, Marketing Strategy, Marketing Management, Brand Management, Brand Development, Product Marketing, Market Research, New Business Development, SEM, Digital Strategy, Online Marketing
Education
Universidad de 'San Andrés' 1996 — 2000
Bachelor of Arts (BA)
Colegio Secundario Santo Tomas de Aquino (UCA) 1991 — 1995
Bachiller
Millennium Partners May 2014 - Present
Goldman Sachs October 2010 - May 2014
Standard & Poor's March 2009 - July 2010
Standard & Poor's February 2006 - March 2009
. 1901 - 1902
Education
The University of Chicago 1997 — 1998
Graduate work
University at Albany, SUNY 1993 — 1997
B.A.
Standard & Poor's April 2014 - Present
Standard & Poor's January 2007 - April 2014
Makovsky & Company June 2005 - February 2007
Cohn & Wolfe May 2000 - June 2005
XTEND Communications May 1998 - May 2000
Sims & Associates May 1997 - May 1998
Skills
Issues Management, Executive Communications, Crisis Communications, Media Relations, Strategic Communications, Corporate Communications, Internal Communications, Speech Writing, Reputation Management, Integrated Marketing, Public Relations, Communications Planning, Message Development, Investor Relations, Communication Training, Public Affairs
Education
State University of New York at Albany
B.A., Communications
Interim CFO, Connect for Health Colorado August 2014 - Present
Denver South East Rotary 2004 - Present
Alpha Phi Omega Endowment Trust 2003 - Present
International Association for the Study of Lung Cancer October 2011 - September 2014
SeriousFun Network June 2010 - February 2012
McREL, S&P, Global Marketing Associates November 1984 - July 2010
McREL June 2002 - June 2010
Up with People 1999 - 2002
Global Marketing Associates 1995 - 1998
Standard & Poor's 1984 - 1995
Skills
Nonprofits, Strategic Planning, Leadership, Fundraising, Grant Writing, Budgets, Program Development, Program Management, Public Speaking, Business Strategy, Leadership Development, Grants, Volunteer Management, Project Management, Program Evaluation, Community Outreach, Policy, Organizational..., Process Improvement, Data Analysis, Non-profits, Asset Management, Proposal Writing, Staff Development, Training
Education
University of Phoenix (DBA), University of Denver (MBA), University of Colorado (BA/BS)
University of Phoenix 2005 — 2010
DBA, Nonprofit Leadership
University of Denver 1980 — 1982
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder 1974 — 1977
BA/BS, Economics/Business-Finance
McHenry County Community College, Crystal Lake, IL 1973 — 1974
Standard & Poor's February 2013 - December 2013
CMBS Wells Fargo Bank N.A. September 2009 - February 2013
Cereberus May 2007 - September 2009
Skills
Portfolio Management, Asset Management, Investments, Credit, Valuation, Credit Analysis, Loans, Due Diligence, Real Estate, Credit Risk, Commercial Real Estate, Structured Finance, Loan Servicing, Property Management, Residential Mortgages, Appraisals, REO, CMBS, Budgets, Financial Structuring, Auditing, Loan Origination, Mortgage Lending, Financial Services, Financial Risk, Banking, Underwriting, Commercial Mortgages, Project Management, Project Delivery, Contract Management, Design Team Coordination, Construction..., Construction Safety, Construction Accounting, Construction Management, Project Coordination, Construction Drawings, Shop Drawings, Team Leadership, Problem Analysis, Problem Solving, Process Improvement, Procurement, Cross-functional Team..., Business Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2013
Business Administration, Management and Operations, 85
Universidad de Belgrano 1981 — 1985
Bachelor's Degree, Humanities/Humanistic Studies, 3.9
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1983 — 1984
Associate of Arts and Sciences (A.A.S.), Business and lnternational Economics Studies, 3.9
MetIPhysics 2012 - Present
Gemtera Co. 2014 - 2015
Standard & Poor`s 2010 - 2011
Standard & Poor's 2007 - 2010
Skills
Valuation, Economics, Investments, Capital Markets, Financial Analysis, Product Development, Product Management, Start-ups, Database Design and..., Strategic Data Analysis, Bloomberg, Equities, Emerging Markets, Securities
Education
State University of New York at Albany
Bachelor's degree
GE Energy Financial Services January 2011 - Present
Odeon Capital Group LLC October 2009 - August 2010
Standard & Poor's June 2008 - August 2008
Banco de la Republica de Colombia November 2005 - August 2007
Banco de la Republica de Colombia July 2002 - October 2005
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Investments, Equities, Portfolio Management, Finance, Corporate Finance, Structured Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master, Business Administration; Corporate Finance and Strategy
Universidad de Los Andes 1996 — 2002
BA, Mechanical Engineering
Universidad de Los Andes 1996 — 2002
BA, Industrial Engineering
Tulane University - A.B. Freeman School of Business 2001 — 2001
Study abroad program, Business Administration
Simply Eat Real Food September 2011 - Present
US Bank 2001 - 2006
Standard & Poor's 1996 - 2000
MTI 1994 - 1996
Interactive Software 1989 - 1994
Daniels Geophysical 1984 - 1985
Crestal Services 1982 - 1984
Skills
Holistic Health, Nutrition, Mentoring, Health Coaching, Wellness, Public Speaking, Coaching, Lifestyle, Healthcare, Wellbeing, Healing, Personal Development, Research, Training, Stress Management, Friendly Personality, Blogging, Personal Training
Education
Holistic Nutrition Lab 2013 — 2013
Certification
Institute for Integrative Nutrition 2011 — 2012
AADP Certification, Holistic Health Counseling
University of Colorado at Denver 2006 — 2009
Masters in Landscape Architure and Urban Design, MLA
Boston University 1986 — 1987
Masters, Computer Information Systems
University of Colorado at Boulder 1977 — 1982
BA, Geology
Top Publishing Houses February 2003 - Present
Standard & Poor's November 1996 - February 2003
TheStreet.com/RealMoney.com October 1999 - September 2001
The Princeton Review February 1995 - October 1996
Reed Books - London November 1993 - November 1994
Oxford University Press January 1990 - May 1991
Skills
Newsletters, Copy Editing, Books, Editing, Proofreading, Editorial, Publishing, Journalism
Education
University of Canterbury
MA, English Literature
Standard & Poor's August 2015 - Present
TD Ameritrade May 2013 - July 2015
Thomas Forti, DDS May 2009 - May 2013
S Burton Content Strategy February 2012 - November 2012
American Century 1998 - 2004
Skills
Investments, Mutual Funds, Copy Editing, Editing, Leadership, Banking
Education
University of Colorado Boulder 1985 — 1987
BA, Political Science
Machine Zone, Inc. March 2015 - Present
Standard & Poor's March 2013 - March 2015
Standard & Poor's March 2010 - March 2013
America's Growth Capital September 2009 - December 2009
Skills
Financial Analysis, Corporate Finance, Capital Markets, Fixed Income, Data Analysis, Bloomberg, Financial Modeling, Securities, Finance, Analysis, Investment Banking
Education
University of California, Berkeley 2005 — 2009
Standard & Poor's April 2015 - Present
Standard & Poor's April 2014 - March 2015
Standard & Poor's April 2013 - March 2014
Standard & Poor's September 2011 - March 2013
Standard & Poor's September 2010 - September 2011
AT&T Mobility April 2007 - December 2008
Skills
Bloomberg, Capital IQ, Microsoft Office, VBScript, Credit Analysis, Bonds, Fixed Income Research, Financial Modeling, Fixed Income, Project Finance, Quantitative Analytics
Education
University of California, Berkeley
BA, Environmental Economics / International Trade
HP Software April 2002 - Present
Standard & Poor's March 1992 - April 2002
Ernst & Young, Partner IT Consulting January 1987 - January 1992
Chase Manhattan Bank January 1982 - January 1987
Federal Reserve Bank January 1978 - January 1982
Skills
Cloud Computing, ITIL Service Strategy, Data Center Automation, IT Service Management, Professional Services, Pre-sales, Enterprise Software, Information Technology, Data Center, IT Strategy, SaaS, IT Outsourcing, Management, Solution Selling, Sales Enablement
Education
State University of New York at Albany 1978 — 1982
BA; MBA, Economics and Mathematics; Finance
University Stern School of Business
Standard & Poor's November 2008 - Present
Ernst & Young August 2005 - October 2008
Peer Tutoring (Self Employed) February 2002 - June 2005
Education
Union College 1997 — 1999
MBA, Health Systems Administration (Finance)
Union College 1993 — 1997
BS, Biology
Union College 1993 — 1997
BA, English Literature
Standard & Poor's January 2014 - Present
Standard & Poor's ( Consultant from Ness Technologies, Inc.) June 2013 - January 2014
Ness Technologies October 2012 - May 2013
UCLA 2010 - 2013
UCLA January 2012 - March 2012
UCLA (David Geffen School of Medicine) July 2011 - December 2011
UCLA January 2011 - March 2011
Kokilaben Dhirubhai Ambani Hospital July 2009 - December 2009
Skills
SAS, Stata, R, Matlab, Microsoft Office (Word,..., Windows, Microsoft Office, Research, Experimental Design, Clinical Trials, Medical Imaging, Data Analysis, Statistical Modeling, Survival Analysis, Logistic Regression, Data Mining, Clinical Study Design, Multivariate Statistics, Multivariate Analysis, Biomedical Engineering, Bioinformatics, Analysis, Cancer, Time Series Analysis, Biostatistics, Visio, Business Analysis, Market Research, Requirements Analysis, Machine Learning
Education
University of California, Los Angeles - School of Public Health 2010 — 2012
MS
D.J.Sanghvi College of Engineering 2006 — 2010
B.E.
S&P Capital IQ September 2014 - Present
S&P Capital IQ June 2013 - September 2014
Standard & Poor's February 2012 - June 2013
SecuritiesTech May 2010 - January 2012
Education
University of Colorado at Boulder 2007 — 2011
Bachelors of Science
Google November 2014 - Present
Google April 2014 - Present
Google May 2013 - April 2014
Google July 2012 - May 2013
Wildfire Interactive, Inc. April 2012 - July 2012
Upwardly Global February 2012 - June 2012
Standard & Poor's April 2011 - April 2012
Constellation Wealth Advisors LLC March 2008 - April 2011
Morgan Stanley Smith Barney June 2007 - March 2008
Morgan Stanley June 2006 - June 2007
Skills
Salesforce.com, Social Media Marketing, Financial Analysis, Marketing, Sales, Online Advertising, Financial Reporting, New Business Development, Start-ups, Social Media, Microsoft Excel, Leadership, CRM, Account Management, Lead Generation, Analytics, Marketing Strategy, Strategy
Education
University of California, Berkeley 2003 — 2007
B.A., Political Economy of Industrial Societies
Clovis High School
Standard & Poor's June 2010 - Present
Education
University at Buffalo 2008 — 2012
Valcour Capital Management March 2012 - Present
Aladdin Capital Management July 2006 - February 2011
Standard & Poor's August 1999 - June 2006
Education
University of Virginia Darden School of Business 1997 — 1999
MBA
Tufts University 1990 — 1994
BA, Economics
Charles Schwab April 2013 - Present
Lipper, A Thomson Reuters Company November 2007 - Present
Thomson Reuters November 2007 - April 2013
Standard & Poor's August 2004 - July 2007
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2007
Masters, Economics
University of California, Los Angeles 1998 — 2000
Bachelor's, Economics
Standard & Poor's 2015 - Present
White House, Office of Management and Budget 2012 - 2015
White House, Office of Management and Budget 2012 - 2012
Center on Budget and Policy Priorities 2011 - 2012
Office of the Comptroller of the Currency 2011 - 2012
Skills
Policy, Policy Analysis, Public Policy, Research, Process Improvement, Data Analysis, Program Evaluation, Microsoft Office, Spreadsheets, Qualitative Research, Stata, Spreadsheet Design, Writing, Policy Research, Public Speaking, Editing, Federal Government, Analysis, Strategic Planning, Credit Analysis, Public Finance, Financial Modeling
Education
University of California, Berkeley
Bachelor of Arts, Philosophy
University of Maryland College Park
Master of Public Policy, Public Finance
Standard & Poor's May 2015 - Present
Skills
Investment Banking, Capital Markets, Private Equity, Equity Research, Valuation, Hedge Funds, Venture Capital, Financial Modeling, Alternative Investments, Deal Sourcing, Deal Flow, Deal Creation, Private Placements, Deals, Institutional..., Due Diligence, Analysis, Online Research, Asset Management, Funding, Mergers & Acquisitions, Deal Screening, Transaction Sourcing, Deal Execution, Transaction Experience
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science in Business Administration
U.S. Department of the Treasury June 2014 - Present
FDIC November 2009 - May 2014
Structured Capital funding July 2007 - October 2009
NorthMarq Capital, Inc. October 2005 - July 2007
State Street Global Markets February 2001 - July 2003
Commerzbank, AG February 1998 - March 1999
Standard & Poor's April 1993 - February 1998
New York State Banking Department November 1991 - April 1993
Citibank September 1988 - April 1991
Skills
Structured Finance, Due Diligence, Asset Management, Investment Banking, Banking, Credit Analysis, Loans, Derivatives, Financial Structuring, Securitization, Management, Restructuring, Structured Products, Portfolio Management, Risk Management, Investments, Financial Analysis, Financial Modeling, Credit, Capital Markets
Education
State University of New York at Albany 1986 — 1988
Master of Business Administration (MBA), Finance, Management
State University of New York at Albany 1980 — 1984
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
U.S. Bank December 2014 - Present
U.S. Bank November 2012 - December 2014
Standard & Poor's May 2011 - August 2011
Strictly Accounting June 2009 - August 2009
Skills
Analysis, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Office, Maple, CDO Suite, Wall Street Office, Intex, Teamwork, Analytical Reasoning, Social Media, Photoshop, Facebook, Foreign Languages, Economics, Investment Strategies, Lotus Notes, Asset Backed Securities
Education
Wake Forest University 2008 — 2012
Bachelor of Science (B.S.), Mathematical Economics
Universidad de Salamanca 2010 — 2010
Study Abroad, Spanish Grammar and Literature
U.S. Bank November 2012 - Present
Marin Democratic Central Committee June 2011 - January 2013
Citi Community Capital October 2001 - March 2008
Standard & Poor's August 1998 - August 2001
Stoorza, Ziegaus & Metzger, Inc January 1995 - July 1996
Skills
Affordable Housing..., Public Finance, Political Campaigns, Credit Analysis, Real Estate Finance, Bonds, Investment Banking, Public Speaking, Affordable Housing
Education
University of Chicago 1996 — 1998
Masters in Public Policy, Public Policy
University of California, Santa Barbara 1990 — 1994
Bachelor of Arts, Political Science; International Relations Emphasis
Standard & Poor's February 2014 - Present
DigitalGlobe July 2013 - January 2014
Cooperative Institute for Research in Environmental Sciences June 2010 - July 2013
Boulder Country Club 2008 - 2011
Skills
Research, Field Work, Data Analysis, Forest Ecology, Environmental Science, R statistical software, SAP, Soil Sampling, Atmospheric Science, Oceanography, Microsoft Office
Education
University of Colorado at Boulder 2010 — 2013
Bachelor of Arts (BA), Environmental Studies
Charles Schwab Investment Management December 2006 - Present
Standard & Poor's April 2002 - December 2006
Driehaus Capital Management December 1996 - May 1999
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Science (BS), Finance
Standard & Poor's July 2009 - Present
Capital Group 2004 - 2007
Grant Thornton LLP 2002 - 2004
Skills
Credit Analysis, Quantitative Research, Qualitative Research, Accounting, Client Relations Skills, Financial Analysis, Financial Modeling, Equities, Valuation, Structured Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (MBA)
University of California, Los Angeles 1998 — 2002
Bachelor of Arts (B.A.), Business Economics