Wealth and Investment Management at Barclays
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Wealth and Investment Management at Barclays Employees
Wealth and Investment Management at Barclays January 2012 - Present
Barclays Capital September 2008 - January 2012
Lehman Brothers April 2001 - September 2008
Goldman Sachs August 1992 - December 2000
Education
Wharton 1988 — 1992
Bachelor of Science (BS), Finance and Marketing
University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Economics
Barclays, Wealth and Investment Management & Corporate Banking December 2010 - Present
Barclays Wealth and Investment Management November 2009 - December 2010
Wealth and Investment Management at Barclays February 2007 - November 2009
Barclays Wealth and Investment Management August 2006 - February 2007
Evening Standard April 2004 - August 2006
Lucky 7 Productions July 2003 - April 2004
Skills
Strategic Planning, Event Management, Marketing Communications, Financial Services, Sponsorship, Event Planning, Marketing, Corporate Communications, Budgets, Corporate Events, Marketing Strategy, Email Marketing, Management, Leadership, Analysis, Project Planning, Hospitality, Direct Marketing, Account Management, Stakeholder Management
Education
University of Brighton 1999 — 2003
Bachelor of Arts (BA)
Universidad de Salamanca 2001 — 2002
Parallel Advisors February 2013 - Present
Wealth and Investment Management at Barclays 2011 - February 2013
Bernstein Global Wealth Management 2004 - 2011
Acueity November 1999 - May 2003
Babcock & Brown 1995 - 1999
General Electric February 1991 - September 1995
Comdisco 1980 - 1991
Skills
Wealth Management, Alternative Investments, Hedge Funds, FINRA, Asset Management, Asset Allocation, Equities, Private Equity, Investments, Portfolio Management, Fixed Income, Investment Strategies, Investment Management, Capital Markets, Investment Banking, Series 7, Investment Advisory, Venture Capital, Valuation, Financial Modeling, Financial Advisory, Finance, Financial Analysis, Securitization, Financial Services
Education
University of California, Berkeley - School of Law 1971 — 1974
Doctor of Law (J.D.)
University of Washington 1967 — 1971
B.A., Economics
inglemoor high
Credit Suisse March 2014 - Present
Wealth and Investment Management at Barclays September 2008 - March 2014
Lehman Brothers March 2004 - September 2008
Goldman Sachs June 2001 - March 2004
Education
New York University - Leonard N. Stern School of Business
MBA
Princeton University
The Bartinik Law Firm P.C. February 2015 - Present
The ONeil Search Group September 2014 - February 2015
Doggie Daycare NYC February 2013 - February 2015
Considine Search March 2014 - August 2014
Wealth and Investment Management at Barclays November 2011 - January 2013
Levy Phillips & Konigsberg, LLP January 2009 - October 2011
Legend Global Search, Inc. September 2008 - December 2008
Tobin, Carberry, O'Malley, Riley, Selinger, P.C. June 2007 - January 2008
Skills
Legal Research, Trials, FINRA, Recruiting, Executive Search, Business Development, Talent Acquisition, Microsoft Excel, Litigation Support, Employment Law, Estate Administration, Personal Trust..., Limited Partnerships, Corporate Law, Bluebook, Cite Checking, Compliance, Draft Pleadings, Corporate Contracts, Non-disclosure..., Subpoenas, Legal Support Services, Regulatory Submissions, Pivot Tables, Securities Litigation, TOA, TOC, CPLR, Regulatory Guidelines, Regulatory Analysis, CRD Reporting, Central Registration..., Confidentiality..., Regulatory Filings, Freedom of Information..., Securities and Exchange..., 10b5-1 Plans, Staffing Services, Limited Companies
Education
Lafayette College 2004 — 2008
B.A., Government & Law, Sociology, 3.6 GPA
Barclays Wealth and Investment Management October 2013 - Present
Barclays Wealth and Investment Management December 2012 - October 2013
Wealth and Investment Management at Barclays March 2012 - December 2012
Citigroup March 2010 - March 2012
Citigroup 2009 - 2010
Skills
Series 7, Series 63, Series 65
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelors of Science, Finance
Linklaters LLP, New York July 2014 - Present
Linklaters LLP September 2011 - August 2014
Linklaters LLP September 2009 - August 2011
Wealth and Investment Management at Barclays June 2008 - August 2008
Linklaters July 2007 - August 2007
Hogan Lovells June 2007 - July 2007
Education
College of Law, Moorgate 2008 — 2009
Legal Practice Course, Law
London School of Economics and Political Science 2005 — 2008
LLB, Law
Bolton School, Boys Division 1998 — 2005
Blog Talk Radio January 2013 - Present
Papa's Guest House January 2013 - Present
TREEmendous Miami 2008 - Present
Wealth and Investment Management at Barclays March 2003 - December 2012
Lehman Brothers Inc. Trustee January 2003 - September 2008
Skills
Non-profits, Data Analysis, Statistics, Research, Microsoft Excel, Microsoft Office, Risk Management, Spanish, Public Speaking, Sustainability, PowerPoint, Access, Strategic Planning, Business Strategy, Management, Customer Service, Financial Modeling, Microsoft Word, Budgets, Fundraising, Securities, Financial Markets, Financial Analysis, Nonprofits
Education
Schillers Int'l University 1987 — 1990
Int'l Business, Finance, Ecology, International Business.
Florida State University 1984 — 1985
Société Générale April 2015 - Present
J.P. Morgan December 2013 - April 2015
Wealth and Investment Management at Barclays April 2012 - November 2013
STAIRE Holdings Limited January 2010 - April 2012
Skills
KYC, Investment Banking, Research, Remediation, AML, Due Diligence, Onboarding, FINRA, New Client..., Compliance, Quality Control, USA PATRIOT Act, OFAC, Bank Secrecy Act, Anti Money Laundering, Quality Assurance, Risk Assessment, Financial Regulation, Sanction
Education
Montclair State University
Bachelor of Arts (BA)
Wealth and Investment Management at Barclays April 2012 - Present
Neuberger Berman April 2007 - April 2012
Morgan Stanley June 2004 - April 2007
Education
Syracuse University 2000 — 2004
B.S., Finance, Broadcast Journalism
Altman Warwick April 2015 - Present
CCRE-SL Capital October 2014 - March 2015
Five Mile Capital September 2013 - June 2014
Wealth and Investment Management at Barclays August 2011 - September 2013
Wealth and Investment Management at Barclays June 2010 - August 2011
Financial Principles, LLC June 2008 - August 2008
Skills
Finance, Financial Analysis, Financial Structuring, Financial Modeling, Valuation, Commercial Real Estate, Real Estate, Due Diligence, Real Estate Financing, CMBS, Loan Origination, Real Estate Economics, Underwriting, Commercial Mortgages, Mortgage Lending, Fixed Income, Trading, Bloomberg, Investment Strategies, Bonds, Securities, Hedging, Credit, Capital Markets, Alternative Investments, Asset Management, Fixed Income Trading
Education
Seton Hall University 2006 — 2009
Bachelors, Cum Laude, Finance
University of International Business and Economics
International Business
Wealth and Investment Management at Barclays June 2012 - Present
Bloomberg March 2009 - September 2011
Skills
Equity Research, Statistics, Industry Analysis, Financial Modeling, Valuation, Investments, Equities, Value Investing, Financial Risk, Competitive Analysis, Bloomberg Terminal, Bloomberg, Portfolio Management, Derivatives, Capital Markets, Equity Valuation, Fixed Income, Financial Analysis
Education
University of Manchester - Manchester Business School 2007 — 2008
Master of Science (MSc), Finance
International Black Sea University 2004 — 2007
Bachelor of Science, Finance
CFA Institute
Barclays Wealth and Investment Management April 2013 - Present
Wealth and Investment Management at Barclays Monaco January 2011 - April 2013
Wealth and Investment Management at Barclays July 2009 - April 2013
Wealth and Investment Management at Barclays April 2007 - July 2009
Barclays Bank April 2005 - April 2007
Fitch Ratings January 2003 - April 2005
N&G Display Originals Limited September 1997 - December 2002
Skills
Private Banking, Wealth Management, New Business Development, Change Management, Business Analysis, Business Process..., Client Service, Client Experience, Relationship Management, Private Equity, Customer Experience, CRM, Financial Services, Client Services, Business Development, Strategy
Education
University of Greenwich 1997 — 2002
2:1 Hons, Business Studies
Barclays Wealth Management Curriculum
Harvard Business School (e-learning Barclays)
CommonBond.co May 2014 - Present
Wealth and Investment Management at Barclays April 2012 - May 2014
Grant Thornton LLP March 2011 - April 2012
Deloitte October 2008 - February 2011
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Tax, Accounting, Microsoft Excel, Internal Controls, Auditing, Corporate Finance, Works well in a team, Risk Management, Due Diligence, Valuation
Education
Fairfield University 2004 — 2008
Bachelors, Accounting
Chaminade
Amazon May 2015 - Present
RBC September 2012 - April 2014
Wealth and Investment Management at Barclays July 2012 - September 2012
Emirates NBD June 2011 - July 2012
RAKBANK January 2010 - June 2011
ICICI Bank July 2008 - August 2009
Skills
Capital Markets, Corporate Finance, Sanction, Risk Management, KYC, Private Banking, Financial Risk, AML, Financial Services, Due Diligence, Investment Banking, Commercial Banking, Derivatives, Anti Money Laundering, Credit, Retail Banking, Relationship Management, Operational Risk, Fraud, OFAC, Credit Risk, Banking, Trade Finance, Operational Risk..., Certified Anti-Money..., FSA, CAMS
Education
ACAMS 2011 — 2012
CAMS
Symbiosis International University 2003 — 2008
BBA LLB, Legal, Business
Association of Certified Financial Crime Specialists
Currently pursuing Certified Financial Crime Specialist Course from ACFCS, USA, Financial Crime and AML
United Nations Peace University
Currently pursuing Certification Course in ‘Human Rights and Humanitarian Law’
Barclays Investment Bank September 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Wealth and Investment Management at Barclays June 2012 - August 2012
Ice Hockey In Harlem June 2006 - August 2011
Sony Music Entertainment April 2010 - June 2010
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Urban Studies and Economics
Barclays August 2015 - Present
Barclays Wealth and Investment Management November 2014 - October 2015
Wealth and Investment Management at Barclays July 2012 - November 2014
De Dietrich Process Systems, Inc. November 2011 - July 2012
Heffler, Radetich & Saitta LLP - Certified Public Accountants July 2011 - September 2011
New York Life Insurance Company December 2010 - May 2011
Rutgers University June 2009 - June 2010
Rutgers University September 2008 - May 2009
Rutgers University September 2007 - May 2008
Skills
Spanish, Mediation, Microsoft Excel, Microsoft Word, Microsoft Office, Accounts Payable, Purchasing, Sales, Teamwork, Sales Operations, Research, Adaptation, Social Networking, Analysis, Customer Service, Management, Public Speaking, Project Planning, Accounting, Software Documentation, Finance, PowerPoint, Data Analysis, Outlook, Series 7, Credit, Critical Thinking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelors of Science, B.S. Accounting, B.S. Finance, Economics
Barclays Wealth and Investment Management May 2013 - Present
Barclays Wealth and Investment Management September 2012 - May 2013
Wealth and Investment Management at Barclays April 2012 - September 2012
Wealth and Investment Management at Barclays August 2011 - March 2012
Barclays Wealth June 2010 - August 2010
Studio Melchior June 2009 - July 2009
Skills
Wealth Management, Business Analysis, Business Strategy, Information Management, Data Analysis, Human-computer..., Java, Software Engineering, Information Systems..., Investment Banking, Relationship Management, Due Diligence, Asset Allocation, Equities, Financial Modeling
Education
University College London, U. of London 2008 — 2011
IMB, Information Technology and Management
UBS October 2013 - Present
Bank of America June 2010 - August 2012
Wealth and Investment Management at Barclays June 2009 - August 2009
Lee and Associates June 2008 - September 2008
Education
Southern Methodist University 2012 — 2013
Master's degree, Accounting
Southern Methodist University 2006 — 2010
Bachelor's degree, Accounting and Finance
Wealth and Investment Management at Barclays August 2011 - Present
Brown Brothers Harriman March 2008 - February 2010
Oppenheimer & Co April 2001 - February 2008
Oppenheimer & Co December 1996 - April 2001
Skills
Analysis, CRM, Training
Education
Houghton College 1992 — 1996
B.S, Business Management
ISTYLEMYSELF July 2011 - Present
Goldman Sachs September 2009 - July 2011
J.P. Morgan June 2007 - September 2009
Wealth and Investment Management at Barclays 2006 - 2006
Skills
Wealth Management, Investment Banking, Equities, Hedge Funds, Private Banking, Venture Capital, Private Equity, Emerging Markets, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Derivatives, Asset Management, Investments, Fixed Income, Capital Markets, Alternative Investments, Valuation, Due Diligence, Financial Modeling, Financial Markets, Bloomberg, Corporate Development, Start-ups, Entrepreneurship
Education
The University of Manchester 2004 — 2005
Master of Science (MSc), Finance and Economics
Independent Financial Consultant June 2015 - Present
Neostalgia Music 2007 - Present
Citizen Auteur January 2006 - Present
Capco December 2013 - January 2015
Credit Suisse May 2013 - September 2013
Wealth and Investment Management at Barclays April 2012 - December 2012
LAMCO LLC November 2009 - January 2012
Deutsche Bank 2008 - 2009
Lehman Brothers 1998 - 2008
Banque Lehman Brothers Paris 1995 - 1998
Skills
Derivatives, Middle Office, International Project..., Business Analysis, Funding, P&L, Operations, Fixed Income, Implementing Processes, Financial Systems..., Systems Improvement, General Ledger..., Euroclear, Change Management, Trade support, Multicultural Team..., Bilingual- French, Residential Mortgages, Decommissioning, Bankruptcy management, Unwinding assets, Repos, Emerging Markets, Singing, Entertainment, Songwriting, Music Production, Composition, Writing, French, Income Statement, Bankruptcy, Management, Account Reconciliation, Financial Services, Capital Markets, Strategy, Investment Banking, Project Management, Risk Management, Finance
Education
ISC Paris
Masters, International Finance
Université Paris-Sorbonne
Bachelor, English, Economics
Prepa HEC Saint Michel de Picpus
Columbia University in the City of New York
General Studies - English
Lycée Maurice Ravel
Baccalauréat C
Deutsche Bank June 2015 - Present
Barclays Wealth and Investment Management June 2013 - August 2013
Citi June 2012 - August 2012
Wealth and Investment Management at Barclays May 2012 - May 2012
GNC February 2011 - May 2011
JPMorgan Chase June 2010 - July 2010
Skills
Private Equity, Microsoft Office, Microsoft Excel, Credit, Emerging Markets, FX Options, Finance, Hyperion Essbase, SAP R/3, salescomp, Oracle BI Interactive...
Education
Penn State University 2009 — 2014
Colegio Americano de Guatemala 2005 — 2009
BankUnited May 2013 - Present
Wealth and Investment Management at Barclays November 2011 - January 2013
Ming Kee Incorporated January 2004 - June 2012
JPMorgan Chase May 2007 - February 2009
eCAST Settlement Corporation / Max Recovery Incorporated May 2007 - February 2009
Liberty Woods International June 2003 - August 2006
Education
Binghamton University, State University of New York
Bachelor of Science, Financial Economics
Brooklyn Law School
Juris Doctor
Merrill Lynch Private Banking and Investing Group June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - June 2015
JP Morgan Private Bank April 2010 - May 2012
JPMorgan Private Bank 2007 - April 2010
Merrill Lynch 2006 - 2007
Education
College of the Holy Cross
Economics and Accounting
University of Melbourne
Winchester High School
DFG Investment Advisers, Inc. February 2013 - Present
Norinchukin Bank July 2012 - October 2012
Wealth and Investment Management at Barclays September 2010 - February 2012
Barclays Investment Bank November 2008 - September 2010
Lehman Brothers Holdings, Inc June 2008 - November 2008
Mandarin Oriental Hotel Group June 2007 - August 2007
The Dermot Company, Inc June 2006 - 2006
Skills
Equities, Asset Management, Series 7, Series 63, Portfolio Management, Hedge Funds, Fixed Income, Credit, Trading, Risk Management, Investment Advisory, Loans, CLO, Leveraged Finance, Spanish-speaking, Business Development, Strategic Partnerships, Investor Relations
Education
University of Miami 2004 — 2008
Bachelor of Science (B.S.), Communication Studies
NYC Lab School 1997 — 2003
Wealth and Investment Management at Barclays August 2011 - Present
Morgan Stanley Smith Barney April 2007 - August 2011
The Bank of New York Mellon October 2005 - April 2007
StatPro, Inc. September 2001 - October 2005
UBSPaineWebber, Inc. October 1990 - September 2001
Skills
Financial Services, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1985
Bachelor of Arts (B.A.), Economics
Wealth and Investment Management at Barclays November 2010 - Present
Cohen Capital Group, LLC July 2010 - November 2010
Skills
Bloomberg, Asset Allocation, Investments, Time Series Analysis, Microsoft Excel, Monte Carlo Simulation, Wealth Management, Portfolio Management, Institutional..., Hedge Funds, Alternative Investments, Separately Managed..., Limited Partnerships, Due Diligence, Performance Attribution, Mutual Funds, ETFs, Portfolio Optimization, Black-Scholes, Portfolio Performance..., Research, Statistics, High Net Worth...
Education
The University of Connecticut 2008 — 2010
M.S., Applied Financial Mathematics
Westfield State University 2003 — 2007
B.A., Mathematics
Wealth and Investment Management at Barclays April 2012 - Present
Morgan Stanley Smith Barney May 1999 - April 2012
Prudenital Securities March 1996 - May 1999
Lehman Brothers August 1992 - March 1996
Skills
Buy-side, Hedge Funds, Wealth Management, Portfolio Management, Sell Side, Series 7, Corporate Finance, Asset Managment, Alternative Investments, Investments, Acquisitions, Mergers, Wealth Management..., Fixed Income, Equities, Asset Allocation, Investment Advisory, Series 63, ETFs, Investment Strategies, Mergers & Acquisitions, Asset Management
Education
Boston University 1987 — 1991
Amplify January 2015 - Present
Macmillan October 2014 - December 2014
WeWork October 2014 - October 2014
Viacom September 2013 - September 2014
T. Howard Foundation September 2012 - December 2012
Student Centers & Programming Services September 2010 - December 2012
nuvoTV May 2012 - August 2012
Soluccion Relocation September 2011 - December 2011
Wealth and Investment Management at Barclays June 2011 - August 2011
Carrier Dome September 2008 - September 2010
Skills
Event Planning, Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Customer Service, Social Media, Management, Research, Microsoft Word, Human Resources, Creative Writing, Outlook, Facebook, R25, Versatility, Problem Solving, Access, Program Management, Time Management, Strategic Planning, College Recruiting, Written & Oral..., Relationship-builder..., Critical Thinking, Phone Etiquette, Marketing Communications, Interdepartmental..., Workers' Compensation..., Web Applications, Media, Adobe Acrobat, Fashion Shows, Public Speaking, Social Networking, Marketing, Spanish, Editing, Student Recruiting, Student Development, Writing, Teamwork, Event Management
Education
Syracuse University 2008 — 2012
Bachelor of Applied Science (BASc), Entrepreneurship/Entrepreneurial Studies
Instituto Internacional, Syracuse University 2011 — 2011
Business Administration and Management, General
Banyan Point, LLC July 2015 - Present
Wealth and Investment Management at Barclays September 2008 - June 2015
Lehman Brothers 2007 - September 2008
KeyBanc Capital Markets 2005 - 2007
Education
University of North Carolina at Chapel Hill 2001 — 2005
Landon
Wealth and Investment Management at Barclays October 2011 - September 2012
Croesus Investments, LLP May 2009 - September 2010
RC Capital Advisors January 2009 - May 2009
TIAA-CREF July 2006 - August 2008
U.S. Trust February 2005 - July 2006
AIG Global Investment Group June 2003 - February 2005
Citi 2001 - 2003
Skills
Financial Modeling, Strategy, Risk Management, Equities, Financial Services, Recruiting, Leadership, Mergers, Business Strategy, Valuation, Analysis, Deferred Compensation, Financial Risk, Global Compensation, HR Consulting, Compensation Structures, Thought Leadership, Compensation Strategies, Change Management, Sales Compensation..., Project Management, Consulting, Team Leadership, Operational Risk, Fixed Income, Private Equity, Human Resources, Talent Management, Team Management
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MBA
ESSEC Business School 2009 — 2009
MBA
New York University 2001 — 2003
M.A.
University of California, Los Angeles 1994 — 1999
B.S.
Fieldpoint Private June 2012 - Present
Wealth and Investment Management at Barclays September 2008 - June 2012
Lehman Brothers January 2007 - September 2008
Skills
Hedge Funds, Series 7, Equities, Bloomberg, Fixed Income, Risk Management, Financial Services, Derivatives, Mutual Funds, Securities, Private Equity, Investment Banking, Capital Markets, FINRA
Education
Saint Lawrence University 2002 — 2006
BA, Government
Wealth and Investment Management at Barclays July 2012 - Present
Park Avenue Securities October 2010 - July 2012
Eagle Strategies LLC New York Life Insurance Company September 2009 - November 2010
INDEPENDENT FINANCIAL MARKETING GROUP ("IFMG") November 2006 - June 2008
AIG Advisor Group May 2000 - November 2006
AIG Advisor Group January 2000 - January 2003
Lexus of Manhatten January 1999 - January 2000
Skills
Series 7, Securities, Series 63, Mutual Funds, FINRA, Asset Management, Budgets, Finance, Financial Services, Hedge Funds, Investments, Program Management, Project Management, Series 24, Investment Advisory, Management, Risk Management
Education
Essex County College 2008 — 2010
Business Adminsitration
UBS Private Wealth Management October 2014 - Present
Wealth and Investment Management at Barclays October 2007 - October 2014
Lehman Brothers October 2007 - September 2008
Merrill Lynch March 2004 - September 2007
Sanford C. Bernstein & Co. / Bernstein Global Wealth Management April 1999 - February 2004
Education
University at Buffalo
Summit Trail Advisors August 2015 - Present
Wealth and Investment Management at Barclays July 2010 - August 2015
White Tower Management September 2008 - July 2010
Collins Brothers Worldwide October 2006 - October 2008
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
Beautycounter June 2015 - Present
Gap Inc. August 2013 - July 2014
Wealth and Investment Management at Barclays December 2011 - August 2013
Credit Suisse July 2008 - December 2011
The Wedding Library June 2006 - August 2008
Williams-Sonoma, Inc. June 2003 - December 2006
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics, Public Policy
Oak Knoll School 2000 — 2003
Morgan Stanley September 2015 - Present
Wealth and Investment Management at Barclays May 2012 - September 2015
Wealth and Investment Management at Barclays September 2008 - May 2012
Lehman Brothers 2004 - September 2008
New York Stock Exchange 2002 - 2004
Skills
AML, Alternative Investments, Asset Management, Capital Markets, Equities, FINRA, Fixed Income, Hedge Funds, KYC, Series 7, Securities, Series 24
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance
French Culinary Institute 2003 — 2004
Certificate in Pastry, Baking and Pastry Arts/Baker/Pastry Chef
Citi January 2015 - Present
BNY Mellon September 2013 - January 2015
Wealth and Investment Management at Barclays June 2012 - August 2013
Barclays Capital November 2010 - May 2012
Neuberger Berman January 2009 - November 2010
Barclays Capital (formerly Lehman Brothers Inc.) September 2008 - October 2008
Lehman Brothers Inc. June 2006 - September 2008
PricewaterhouseCoopers January 1999 - June 2006
Deloitte & Touche May 1997 - January 1999
Education
Southwestern Law School 1993 — 1996
JD
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1993
MBA, Finance
New York University - Leonard N. Stern School of Business 1988 — 1990
BS, Marketing, International Business
Vanderbilt University 1985 — 1988
The Masters School
Apollo Global Management LLC July 2013 - Present
Wealth and Investment Management at Barclays January 2009 - June 2013
Lehman Brothers July 2008 - December 2008
Lehman Brothers May 2007 - July 2007
Superfund Asset Management March 2006 - October 2006
Education
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts, Urban Studies
The Peddie School 2000 — 2004
Capital Group March 2015 - Present
Villain Technology Partners January 2011 - Present
Randy Jay Grad, LLC 2009 - Present
Wealth and Investment Management at Barclays August 2012 - June 2015
Invesco US October 2013 - March 2015
Deutsche Asset Management October 2010 - August 2012
Goldman Sachs March 2010 - October 2010
InSource Consulting December 2009 - March 2010
IFST Professionals April 2009 - December 2009
Compliance Science January 2008 - March 2009
Skills
Equities, Business Analysis, Fixed Income, Investment Management, Trading, SDLC, Order Management, Bloomberg, Charles River IMS, Trading Systems, Integration, Business Requirements, Financial Services, Asset Management, Project Management, Business Intelligence, Financial Markets, SQL, Portfolio Management, Hedge Funds, Derivatives, Securities, Investments, Microsoft SQL Server, Requirements Gathering, Options, Electronic Trading, FX Options, Alternative Investments, Investment Banking, Mutual Funds, Oracle, Crystal Reports, Business Objects, Production Support, Autosys, Eagle PACE, Market Data, Capital Markets, Solution Architecture, Enterprise Architecture
Education
The University of Connecticut School of Business 1997 — 2001
BS, MIS
Manchester High
Merrill Lynch Private Bank Investment Group June 2015 - Present
Wealth and Investment Management at Barclays June 2012 - June 2015
JP Morgan Private Bank 2007 - June 2012
J.P. Morgan 2007 - June 2012
Sanford C. Bernstein 2003 - 2007
Education
Bentley University 1990 — 1994
Economics & Finance
Avon Old Farms
Richard Bernstein Advisors August 2014 - Present
Charles River Development October 2013 - August 2014
Barclays December 2012 - April 2013
Wealth and Investment Management at Barclays May 2012 - December 2012
Richard Bernstein Advisors LLC May 2010 - November 2011
Goldman Sachs Asset Management February 1997 - February 2009
The Bank of New York November 1995 - February 1997
Skills
Bloomberg, Equity Trading, Trading Systems, Electronic Trading, Asset Management, Fixed Income, Global Equity Trading, Global Equity Program..., Charles River IMS, Algos & ATS, Soft $ Management, Operations, Project Management, Change Management, Order Management System..., FIX, Capital Markets, REITs, Real Estate Economics, Investment Banking, Portfolio Management, Hedge Funds, Options, Back Office, Derivatives, ETFs, Settlement, Prime Brokerage, Trading Strategies, Mutual Funds, Investment Management, Alternative Investments, Investments, Securities, Equity Capital Markets, Program Trading
Education
New York University 2007 — 2010
Master's, Real Estate Finance
Fordham Gabelli School of Business 1999 — 2003
MBA, Finance
State University of New York at Albany 1991 — 1995
BA
Crestwood Advisors LLC June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - December 2014
JP Morgan May 2010 - May 2012
State Street Global Advisors June 2008 - November 2008
Education
College of the Holy Cross 2004 — 2008
BA, Economics
Goldman Sachs August 2015 - Present
J.P. Morgan September 2014 - August 2015
Wealth and Investment Management at Barclays May 2012 - September 2014
Barclays Wealth September 2010 - May 2012
Advent Software October 2008 - September 2010
Merrill Lynch Investment Managers June 2006 - August 2007
Skills
Fixed Income, Investments, Equities, Analysis, Valuation, Securities, Account Reconciliation, Accounting, Financial Services, Strategic Financial..., Options, Management, Auditing, Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Bonds, Back Office, Middle Office, Corporate Actions, Equity Derivatives, User Acceptance Testing, Financial Advisory
Education
Hofstra University 2009 — 2011
MBA, Finance
University of Scranton 2004 — 2008
B.S., Double Major: Finance & Economics
Kellenberg Memorial HS 2000 — 2004
High School Diploma
The Advisory Board Company July 2013 - Present
Wealth and Investment Management at Barclays November 2011 - December 2012
Wealth and Investment Management at Barclays June 2011 - November 2011
Catholic Family Center January 2011 - March 2011
Heritage Christian Services July 2010 - January 2011
First Investors Corporation May 2009 - August 2009
Skills
Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Data Analysis, Strategic Planning, Analysis, Outlook, Data Entry, Internal Controls, Management, Process Improvement, Financial Risk
Education
University of Rochester 2006 — 2010
BA, Financial Economics
Merrill Lynch July 2015 - Present
Wealth and Investment Management at Barclays March 2010 - July 2015
UBS Financial Services September 2008 - March 2010
Lehman Brothers December 1996 - September 2008
Skills
Securities, Wealth Management, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Strategic Planning, Portfolio Management, Private Equity, Private Banking, Master Limited..., Asset Allocation, Investment Advisory, Financial Advisory, Private Clients, Family Office, Financial Modeling, Capital Markets, Asset Management, Investment Banking, Strategy, Valuation
Education
Princeton University 1992 — 1996
Bachelor of Arts (BA), Political Science
Princeton University 1992 — 1996
Wealth and Investment Management at Barclays February 2012 - Present
Enova Financial August 2011 - February 2012
Barclays Capital June 2009 - July 2011
Lehman Brothers May 2008 - August 2008
ATF Finance May 2006 - August 2006
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
University of Notre Dame
J.P. Morgan June 2011 - Present
Wealth and Investment Management at Barclays February 2008 - June 2011
The Zutz Insurance Group 2002 - 2007
Skills
Prime Brokerage, Series 7, Global Custody, Fixed Income, Credit Derivatives, Securities Lending, Asset Based Lending
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2006
Master of Business Administration (M.B.A.)
Lynchburg College
Sanford School Hockessin DE
Wealth and Investment Management at Barclays January 2006 - Present
Education
SUNY Oneonta 1993 — 1996
BS, Business
Wealth and Investment Management at Barclays September 2008 - Present
Lehman Brothers June 2008 - September 2008
Skills
Series 7, Series 66, Series 3, Series 63, Uniform Combined State...
Education
Dickinson College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Mizuho Securities USA Inc. April 2015 - Present
Royal Bank of Scotland January 2010 - April 2015
Wealth and Investment Management at Barclays September 2008 - January 2010
Lehman Brothers January 1993 - September 2008
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (M.B.A.)
Lehigh University 1985 — 1989
Bachelor of Arts (BA)
Council on Energy, Environment and Water June 2012 - August 2012
Wealth and Investment Management at Barclays June 2011 - July 2011
Fitch Ratings June 2010 - July 2010
Education
Claremont McKenna College 2009 — 2013
Dubai International Academy 2007 — 2009
International Baccalaureate