Alliance Bernstein
Industry: Asset management company
DescriptionAllianceBernstein Holding L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. AllianceBernstein is based in New York City in the United States. Headquarters: New York City, NY CEO: Seth Bernstein (May 1, 2017–) Number of employees: 3,450 Traded as: NYSE: AB Subsidiaries: Bernstein Private Wealth Management, Parent organizations: AXA, AXA Equitable Holdings, AXA Financial
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Alliance Bernstein Employees
Sistema Research 2014 - Present
University of San Diego 2014 - Present
Private Office 2002 - 2014
Alliance Bernstein 2001 - 2002
Zurich Insurance Company Ltd (Zurich Scudder Investments) 1996 - 2000
Morgan Stanley 1994 - 1996
The Boston Consulting Group 1991 - 1994
Citi 1987 - 1989
Skills
Strategy, Uncertainty Analysis, Complex Systems, Corporate Strategy..., Collective Intelligence, Financial Modeling, Security Analysis, University Teaching, Valuation, Management, Start-ups, Management Consulting, Business Strategy, Economics, Entrepreneurship, Program Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School
MBA Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
M.A. International Relations, Concentration in Japanese Studies
Tufts University
B.S., Civil Engineering
Liquidnet August 2007 - Present
Alliance Bernstein 2002 - 2007
Merrill Lynch 2000 - 2001
Sticky Networks 2000 - 2000
Opus360 1998 - 2000
J&H Marsh McLennan 1997 - 1998
Johnson & Higgins 1996 - 1997
Dow Jones Telerate 1992 - 1996
Skills
Product Management, Business Analysis, Data Analysis, Big Data, Analysis, Electronic Trading, Analytics, Start-ups, Interaction Design, Team Leadership, Trading Systems, Equities, Requirements Analysis, Scrum, Trading, Business Intelligence, Software Development, Fixed Income, Problem Solving, Agile Project Management, Agile Methodologies, Capital Markets, Market Data, Project Management, Data Visualization, Product Strategy, Buy-side, Spotfire, Product Development, Business Strategy, Program Management, Strategy Development, Institutional Investors, Web Applications, Investment Banking, Private Equity, Web Application Design, Excel, IPO, Writing, Portfolio Management, Financial Markets, Business Requirements, Business Development, SDLC, Strategy, Management, Financial Services
Education
Stevens Institute of Technology 2005 — 2007
Master of Science (M.S.), Technology Management (EMTM)
Syracuse University 1988 — 1992
Alliance Bernstein July 2013 - Present
Buckingham Research Group February 2012 - August 2012
Merrill Lynch February 2007 - April 2011
Cantor Fitzgerald December 2003 - February 2007
GFI Group March 1996 - December 2003
Skills
Allocations, Settlement, Project Management, Business Analysis, Securities, FINRA, Equities, Bloomberg, Financial Services, Series 7, Equity Trading, Hedge Funds, Middle Office, Electronic Trading, Prime Brokerage, Fixed Income, Series 63, Settlement Agreements, Derivatives
Education
Rutgers University 1994 — 2001
BA, English Literature
The George Washington University 1989 — 1992
Hightstown High School
Principal Funds January 2007 - November 2014
Russell Investments February 2002 - December 2006
Alliance Bernstein February 2000 - March 2002
Delaware Investments January 1995 - January 2000
Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, Portfolio Management, Financial Planning, Series 7, Wealth Management, Retirement, Asset Management
Education
University of San Diego School of Business Administration 2011 — 2013
Master's degree, Business / Executive Leadership
University of Southern California - Marshall School of Business 1987 — 1991
Bachelor's degree, Finance and Business Economics
Harvey Nash January 2015 - Present
TekPartners July 2013 - December 2014
M. Miceli Professional Services November 2010 - July 2013
Maxim Group August 2011 - January 2012
Alliance Bernstein May 2008 - September 2008
Skills
Venture Capital, Marketing, Investments, Financial Analysis, Business Strategy, Strategic Financial..., Contract Negotiation, Microsoft Office, Financial Modeling, CRM, Sales, Process Improvement, Mergers & Acquisitions, Advertising, Microsoft Excel, Technical Recruiting, Recruiting, Leadership, Business Development, Internet Recruiting, Sourcing, Management, Talent Acquisition, Staffing Services, Benefits Negotiation, Contract Recruitment, Applicant Tracking..., Staff Augmentation, Temporary Placement, Screening Resumes, Cold Calling, Permanent Placement, Executive Search, Java, JavaScript, SQL, Mobile Devices, Cloud Computing, C++, Networking, Start-ups, CSS, HTML, Customer Service, MySQL, Web Development, Software Development, Interviews, Databases, Consulting
Education
University of Miami 2007 — 2011
BA, Economics
GDT - General Datatech July 2014 - Present
Virtual Image Presentation-VIP 2009 - 2014
Orange County District Attorney’s Office: Major Frauds Unit 2010 - 2010
Alliance Bernstein 2007 - 2008
Frontera Concepts 2007 - 2007
Law Offices of Frank Herrera 2006 - 2006
Skills
Legal Research, Westlaw, Legal Writing, Courts, Litigation
Education
Whittier Law School 2009 — 2012
Juris Doctor (J.D.), Business Law, Top 35%
St. Mary's University 2003 — 2006
Bachelor's Degree, English and Political Science, cum laude: 3.79 GPA
Nationwide Sales Solutions March 2011 - June 2013
Alliance Bernstein January 2008 - February 2011
INFONXX February 2004 - September 2006
Education
University of the Incarnate Word 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
The University of Texas at San Antonio 2002 — 2007
Bachelor's Degree, Accounting and Finance
Rinchem March 2015 - Present
Kennedy Consulting, Recruitment Services January 2015 - Present
HEB February 2009 - January 2015
HEB January 2007 - February 2009
HEB January 2004 - January 2007
Alliance Bernstein October 2002 - January 2004
Victoria's Secret August 1999 - October 2002
Skills
Operations Management, Applicant Tracking..., Human Resources, Management, Microsoft Office, Recruiting, Retail, Hiring, Customer Service, Team Leadership, Warehousing, Interviews, Leadership, Sales, Talent Acquisition, Sourcing, Leadership Development, Process Improvement, Employee Relations, Strategic Planning, Onboarding, Inventory Management, Logistics, College Recruiting, Manufacturing, Inventory Control, Talent Management, Employee Engagement, Employee Training, Performance Management, Cold Calling, Training, Time Management, Internet Recruiting, New Hire Orientations, Organizational..., PeopleSoft, Workforce Planning, Team Building, Coaching, Employee Benefits, Temporary Placement, Staffing Services, Succession Planning, Vendor Management, Payroll, Technical Recruiting, HRIS
Education
Sam Houston State University 2011 — 2013
MBA, Concentration in Human Resources
The University of Texas at San Antonio 1999 — 2001
Bachelor of Business Administration, Management
Alliance Bernstein June 2015 - Present
Actinver Securities October 2014 - June 2015
Actinver Securities March 2014 - October 2014
Teavana March 2012 - December 2013
Skills
Microsoft Excel, Microsoft Word, Teamwork, Financial Analysis, Customer Service, Data Entry, Finance, Sales, Outlook, Team Leadership, English, Forecasting, Spanish, Project Management, Negotiation
Education
The University of Texas at San Antonio 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Alliance Bernstein October 2013 - Present
Neudesic April 2012 - October 2013
Western Digital May 2009 - August 2010
Vector Marketing Corporation June 2007 - August 2007
Nyguen Phu Lam Tutoring Center December 2006 - June 2007
Skills
PowerPoint, Microsoft Excel, Market Research, Social Media, Event Planning, Microsoft Office, Marketing, Customer Service, Microsoft Word, Marketing Communications, Public Relations, Strategic Planning, Project Management, Email Marketing, Social Media Marketing, CRM, Social Networking, Salesforce.com, Sales, Management, Online Marketing, SharePoint, Trade Shows, Event Management, Negotiation, Marketing Management, Project Planning, Marketing Strategy, Lead Generation, Product Marketing, Digital Marketing, Facebook, Leadership, Analytics, Account Management, Online Advertising, SaaS, Advertising, Strategy, B2B, Direct Marketing, Google Analytics, Competitive Analysis, E-commerce, SEO, Strategic Partnerships, Product Management
Education
University of California, Berkeley 2007 — 2011
Global Marketing
University of New Haven CEA Global Campus 2010 — 2010
Bachelor's degree
USAA 2014 - Present
USAA February 2013 - August 2014
AllianceBernstein 2006 - 2012
Alliance Bernstein 2006 - 2006
AllianceBernstein 2004 - 2006
Tom's Ribs Restaurant 2002 - 2004
San Antonio Remittance Corporation 2000 - 2002
Skills
Alternative Investments, Equities, Bloomberg, Asset Allocation, Equity Research, Fixed Income, Investment Strategies, Asset Managment, Investment Management, Municipal Bonds, Mutual Funds, Account Reconciliation, Electronic Funds..., Project Coordination, Multitasking Skills, Customer Oriented, Microsoft Excel, Financial Analysis, Data Analysis, Communication Skills, Self Management, Equity Valuation, Securities, Investments, Portfolio Optimization, Wealth Management, Asset Management, Equity Trading, Trading
Education
University of Phoenix
Wealthstream Advisors September 2011 - Present
Aronson Johnson Ortiz October 2011 - January 2012
Alliance Bernstein June 2007 - February 2011
Federal Reserve Bank of New York August 1990 - May 2007
The Conference Board November 1976 - July 1990
Skills
Economics, Macroeconomics, Equities, Currency, Asset Allocation, Capital Markets, Investment Strategies, Valuation, Portfolio Management, Investments, Research, Asset Management, Financial Planning, Policy, Teaching Adults and..., Economic and Financial..., Media Relations, Speech-writing, Product & Project..., Coaching & Management
Education
CUNY Graduate Center 1973 — 1975
Ph.D., Economics
Queens College 1972 — 1973
M.A., Economics
City University of New York-Queens College 1968 — 1972
B.A., Economics
Artesia Botanical Oasis October 2014 - Present
Alliance Bernstein June 2007 - November 2010
Freelance AV Technician May 2005 - November 2010
Taskmasters Inc. May 2007 - October 2007
Next New Networks April 2007 - September 2007
Tribeca.net February 2007 - June 2007
Wall Street Webcasting October 2006 - January 2007
Myriad Productions 2006 - 2006
The Learning Annex 2006 - 2006
Skills
Customer Service, Film, Camera Operation, Video Editing, AV, Video Conferencing, Digital Video, Microphones, Drawing, Painting, Printmaking, Sound, Camera Operating, Final Cut Pro
Education
Skidmore College 2001 — 2005
BS, Studio Art
Hanover High 1997 — 2001
High School Degree
Alliance Bernstein October 2013 - Present
Northwestern Mutual January 2013 - June 2013
Investment Society August 2010 - May 2012
Budget Blinds May 2011 - August 2011
Skills
Microsoft Office, Financial Analysis, Bloomberg, Bloomberg Terminal, Microsoft Excel, Technical Analysis, Insurance Background, Valuation, Finance, Investments, Risk Management, Analysis, Financial Modeling
Education
The University of Texas at San Antonio 2010 — 2013
Finance, Finance
The University of Texas at Dallas 2009 — 2010
1199 SEIU Training and Employment Funds May 2015 - Present
1199 SEIU Training and Employment funds January 2009 - Present
1199 SEIU September 2004 - Present
Alliance Bernstein August 2001 - May 2004
Skills
Microsoft Office, Microsoft Excel, Outlook, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Training, Data Entry, Leadership, Social Media, Nonprofits, Time Management, Team Building, Team Leadership
Education
St. Joseph's College 2004 — 2008
Bachelor of Science (B.S.), Health/Health Care Administration/Management
St. Joseph's College 2004 — 2008
Bachelor's of Science, Health/Health Care Administration/Management
J.P. Morgan June 2011 - Present
Legg Mason March 2009 - August 2011
Legg Mason June 2004 - March 2009
Alliance Bernstein January 1993 - January 2004
Equitable Capital Management 1990 - 1993
Education
Tufts University
BA, Economics
ING Investment Management July 2012 - Present
Alliance Bernstein February 2006 - July 2012
W.R. Huff Asset Management August 2002 - December 2005
Xerox January 1996 - January 2001
Skills
Asset Management, Financial Modeling, Fixed Income, Investments, Valuation, Alternative Investments, Asset Allocation, Bloomberg, Equity Research, Hedge Funds, Investment Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2002
Master of Business Administration (M.B.A.), Finance, General
Rensselaer Polytechnic Institute 1991 — 1995
Bachelor of Science, Electrical Engineering
American Independence Financial Services September 2010 - December 2011
AllianceBernstein July 2008 - August 2009
Alliance Bernstein December 2007 - July 2008
Alliance Capital 2002 - 2007
Regent Investor Services 1998 - 2002
Palley Needelman Asset Management 1996 - 1998
Wolf, Webb, Burk and Campbell 1987 - 1996
Saint Joseph's University 1987 - 1991
Continental Bank 1981 - 1983
Skills
Behavioral Finance, Alternative Investments, Separately Managed..., Asset Allocation, Series 7, Mutual Funds
Education
CAIA
Chartered Alternative Investment Analyst
CFA Institute
CFA
Temple University 1982 — 1986
MS, Finance
University of Delaware 1975 — 1980
BS, Economics
Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2009 - Present
Natixis Global Associates International August 2006 - January 2009
WM Group of Funds November 2003 - August 2006
Alliance Bernstein November 1998 - November 2003
Skills
Financial Advisory, Mutual Funds, Investments, Fixed Annuities, Securities, Financial Services, Variable Annuities, Wealth, Asset Allocation, Insurance, Risk Management, Pension Consulting, 401(k) Rollovers, Business-Succession..., Deferred Compensation..., Estate Investment..., Financial Analysis, Fixed-Income Strategies, Investment Planning, Bonds, Strategic Financial..., Tax Managed Investment..., Wealth-Preservation..., Beneficiary Planning
Education
West Virgina University 1989 — 1991
Master of Arts in Communication Studies, Interpersonal Communication
Southern Illinois University, Carbondale 1985 — 1989
Bachelor of Science (B.S.), Bachelor of Arts in Speech Communication / Specialization: Public Relations
Alliance Bernstein September 1989 - Present
Skills
Separately Managed..., Section 529 College..., Qualified Retirement...
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1985
Bachelor of Arts (B.A.), Business, Marketing
Union County College 1981 — 1983
AllianceBernstein December 2013 - Present
Alliance Bernstein July 1998 - December 2013
AXA Equitable 1998 - December 2013
Ardor Associates Inc. 1996 - 2013
Prudential July 1996 - July 1998
Platinum Software June 1994 - June 1996
Skills
Fixed Income, Project Management, SDLC, Business Analysis, Databases
Education
University of South Florida 1990 — 1994
BS, Management Information Systems
NRT 2014 - Present
AIG 2013 - 2014
Citi Group April 2011 - April 2013
Lehman Brothers 1999 - 2010
Alliance Bernstein 1995 - 1999
Goldstein, Golub, Kessler, and Co 1988 - 1990
Skills
Finance, Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Equities, Investment Banking, Hedge Funds, Financial Reporting, Asset Management, Risk Management, Derivatives
Education
State University of New York College at Plattsburgh 1985 — 1988
Bachelors, Accounting
IAC September 2012 - Present
Freelance July 2010 - Present
Alliance Bernstein May 2011 - September 2012
Central Park Group, LLC March 2011 - July 2011
IKM Productions November 2010 - March 2011
Agape Innovation January 2009 - June 2010
University of South Carolina January 2006 - May 2008
Serve Management Group May 2005 - August 2005
Skills
Video Conferencing, Telepresence, Cisco Telepresence, Crestron, Graphic Design, Photoshop, Illustrator, French, After Effects, InDesign, TMS, Bilingual
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor of Arts, Media Arts (Video Production) & Anthropology
Global Financial Services Organization April 2012 - Present
Alliance Bernstein 2002 - 2012
Citibank-E-Citi: Enterprise Commerce March 1999 - December 2000
Citibank-Private Banking Group – Operations and Technology July 1997 - March 1999
Citibank-Global Human Resources Group - January 1992 - June 1997
Citicorp/Citibank-Corporate Financial Control Group September 1989 - December 1991
Citicorp/Citibank-Consumer Services Group – International August 1988 - September 1989
Citicorp/Citibank-Global Insurance Division and Global Trade Division September 1984 - August 1988
Skills
Financial Services, Financial Analysis, Risk Management, Product Control, Foreign Exchange, Financial Reporting, CFOs, Expense Management, SOX Compliancy, Internal Controls, Strategic Sourcing, Procurement, Contract Negotiation, Contract Management, Corporate Benefits, Pension Administration, Employee Benefits, Strategic Financial..., Investment Management, Internal Audit, Finance, Credit, Leadership, Strategy
Education
New York University, Stern School of Business 1973 — 1975
Master of Business Administration (M.B.A.), Accounting and Finance
Pace University
Bachelor of Business Administration (B.B.A.), Accounting/CPA Prep
Stevens Institute of Technology November 2004 - Present
Alliance Bernstein 2003 - 2005
Alliance Bernstein 2003 - 2005
Noranda Inc. 1990 - 2000
Skills
Strategic Sourcing, Team Building, Leadership Coaching, Vendor Management, Crystal Ball, Process Improvement, Business Process..., Cost Benefit, Business Process..., Risk Management, Process Engineering, Program Management, Six Sigma, Cross-functional Team..., Project Management
Education
Stevens Institute of Technology 2005 — 2009
MBA, Technology Management
Stevens Institute of Technology 2005 — 2006
MBA, Technology Management
York University 1992 — 1997
BA, Dual degree: Fine Arts and Business Administration
Broadridge Financial Solutions July 2014 - Present
Broadridge February 2012 - January 2014
UBS Wealth Management February 2007 - June 2011
Alliance Bernstein April 1999 - February 2007
Bankers Trust November 1995 - March 1999
Prudential Securities 1988 - 1995
Skills
CRM, Strategy, Program Management, Management, Databases, Data Warehousing, Project Management, Fixed Income, Leadership, Portfolio Management, Oracle, Equities, Derivatives, Asset Allocation, Business Analysis, Sybase, Financial Services, SDLC, Unix, Securities Lending, Trading, Strategic Planning, Corporate Actions, Offshoring, Vendor Management, DB2, Financial Risk, Pricing Analysis, Infrastructure...
Education
SUNY Albany 1983 — 1986
BS, Management Information Systems
State University of New York at Albany 1983 — 1986
Bachelor of Science (B.S.), Management Information Systems, General
Transamerica October 2013 - Present
University of Phoenix May 2005 - February 2013
SOI February 2012 - December 2012
San Antonio Human Resource Management Association April 2011 - May 2012
Ceridian July 2011 - February 2012
Right Management a division of Manpower August 2009 - 2011
ADP TotalSource March 2006 - August 2009
St. Mary's University June 2006 - August 2008
Alliance Bernstein 1999 - 2004
Skills
Recruiting, Leadership, Training, Strategy, Management, Leadership Development, Business Development, Marketing, Sales, Strategic Planning
Education
St. Mary's University 2003 — 2004
MBA, Business Administration
The University of Texas at Austin 1992 — 1996
Bachelors, Business Economics
Barclays June 2013 - Present
Morgan Stanley January 2010 - April 2012
Morgan Stanley September 2006 - December 2009
Credit Suisse Asset Management May 1997 - September 2000
Alliance Bernstein 1986 - 1997
reserve fund 1982 - 1986
Skills
Vendor Management, Operations Management, Budget, Change Management, P&L Responsibility, Expense Management, Risk Management, Project Management, Customer Service, Headcount Management, Headcount Reporting, Vendor Finance, Vendor Relationships, Business Continuity..., Operational Excellence, Business Process..., Third Party Vendor..., Third Party Billing, Vendor Expense Reduction, Operational Risk..., Call Center..., Mentoring, Budgets, Financial Modeling, Forecasting, Finance, Capital Markets, Training, Operational Risk, Wealth Management, Fixed Income, Mutual Funds, Equities, P&L Management, Hedge Funds, Executive Management, Securities, Series 7, Derivatives, Financial Services, Banking, Strategy, Financial Risk
Education
Syracuse University 1976 — 1980
Telx September 2013 - May 2014
Thomson Reuters March 2010 - May 2013
ALLIANCE BERNSTEIN January 2008 - October 2008
ALLIANCE BERNSTEIN December 1997 - January 2008
St Luke's - Roosevelt Hospital Center 1994 - 1997
Skills
Vendor Management, Data Center Operations, Change/Problem Mgmt, Offshore Resource Mgmt, Data Center Facilities..., Disaster Recovery, Risk Management, Telecommunications, Outsourcing, Active Directory, IT Management, SDLC, Requirements Analysis, Process Improvement, IT Strategy, PMP, Resource Management, Data Center, Management, Business Analysis, Program Management, Visio, Business Intelligence, Integration, IT Service Management, Troubleshooting, Service Delivery, SharePoint
Education
St. Peter's College
BS Degree, Marketing/Information Technlogy
New Horizons Learning Center 2010 — 2010
Certified, ITIL V3 Foundations
Alliance Bernstein September 2010 - Present
Legg Mason August 2008 - May 2009
Janus Mutual Funds 2007 - 2008
Janus Mutual Funds 1999 - 2007
Skills
Data Analysis, Series 6, Alternative Investments, Securities, Equities, Investments, Retirement, CRM, Financial Analysis, Insurance, Process Improvement, Forecasting, Vendor Management, Team Leadership, Series 65, Asset Allocation, Team-oriented, Strategic Thinking, Separately Managed..., ETFs, Asset Managment, Wealth Management, FINRA, High level of initiative
Education
Regis University 2002 — 2005
MBA, Finance and Accounting
University of Colorado Denver 1994 — 1998
BSBA, Management
Maxim Integrated February 2015 - Present
Carmax March 2012 - February 2014
Alliance Bernstein 2006 - 2011
USAA Financial Services November 1984 - April 2005
Skills
Type 50 wpm, 20 years customer..., 3 years selling banking..., Execptional verbal ,..., Excellent team leader, Completed 79 hours of..., PC proficient in all..., Demonstrated excellent..., Proven ability as a..., Ability to interpret,..., Experience..., Demonstrated the..., Customer Service, Microsoft Excel, Microsoft Word, Outlook, Sales, Training
Education
St Philip's College 2005 — 2005
none, Business Administration and Management, General
San Antonio College 1983 — 2000
none, Business Administration, Management and Operations
Advisors Asset Management, Inc. July 2011 - Present
Citi Smith Barney February 2008 - July 2011
JPMorgan Chase October 2006 - August 2007
Alliance Bernstein 2001 - 2007
American Express Financial Advisors 1999 - 2001
Skills
Series 7, Series 63, Series 65, Wholesaling, Consultative Selling, Financial Markets, Investments, Separately Managed..., Equities, Fixed Income, Mutual Funds, Securities, Bonds, Alternative Investments, Hedge Funds, Financial Planning, Investment Advisory, Wealth Management, Asset Allocation, Managed Accounts, Investment Products, Financial Advisory, Strategic Financial..., Managing Accounts, Trading, FINRA, Investment Strategies, Financial Services, ETFs, Retirement, Selling, Insurance, Finance, Uniform Combined State..., Wholesale, Asset Management, Retirement Planning, Portfolio Management, Sales
Education
Texas Tech University 1989 — 1991
Not Completed, English
Alamo Heights High School
Royal Bank of Canada January 2011 - Present
Alliance Bernstein August 2008 - December 2010
Vonage Holdings Corporation August 2007 - August 2008
Audible 2006 - 2007
White Mountains LLC 2006 - 2007
Education
Southern Illinois University, Carbondale
M.S, Electrical and Computer Engg
The Clocktower - Starr Restaurants May 2015 - Present
The Capital Grille September 2014 - May 2015
Alliance Bernstein February 2015 - April 2015
AXA Advisors July 2013 - September 2014
T. Rowe Price August 2010 - June 2013
Ruehl by Abercrombie April 2008 - August 2010
Ruth's Chris Steak House April 2004 - April 2008
Hill, Coniglio, Polins and Associates May 2007 - August 2007
Skills
Management, Marketing, Sales, Customer Satisfaction, Market Research, Marketing Strategy, Inventory Management, Customer Service, Retail, Purchasing, Market Planning, Networking
Education
University of South Florida 2003 — 2008
Bachelors of Arts, Communication
Land O' Lakes High School
Alliance Bernstein July 2008 - Present
Verizon Data Services(I) 2003 - 2008
Qatalys 2000 - 2003
Skills
C#, Microsoft SQL Server, Oracle, XML, ASP.NET, Java, SQL, SDLC, Agile Methodologies, Requirements Analysis, PL/SQL, WCF, Database Design, Business Analysis, .NET, JavaScript, Web Services, Sybase, Unix, SOA, Software Project...
Education
University of Madras 1996 — 1999
B.E, Computer Science
ITG February 2007 - Present
BLOCKalert February 2007 - August 2008
LEERINK SWANN & CO December 2006 - February 2007
ALLIANCE BERNSTEIN August 2005 - December 2006
KEEFE BURYETTE & WOODS January 2005 - August 2005
Merrill Lynch September 2004 - December 2004
Wall Street Access December 1999 - September 2004
Skills
Equity Trading, Trading Systems, Equities, Troubleshooting, Bloomberg, Fixed Income, Series 63, Trading, Problem Solving, Series 7, Order Management, Integration, TCP/IP, Team Leadership, Operating Systems, Windows, Unix, Customer Relations, Microsoft Office, Process Improvement, XP, Excel, Strategic Planning, Word, Microsoft Excel, Customer Service, Windows XP, Electronic Trading, Market Data, Software Troubleshooting, Analytical Skills
Education
St. John's University 1995 — 2000
Bachelor, Science Computer Science
St. John's University, New York NY 1995 — 2000
Bachelor of Science, Computer
Adelante Capital Management 2011 - Present
Pacific Crest 2010 - 2011
Alliance Bernstein 2008 - 2010
Prudential, Inc. 1999 - 2008
Merrill Lynch International 1994 - 1999
Skills
Capital Markets, Investment Banking, Equity Research, Equities, Derivatives, Financial Markets, Electronic Trading, Trading, Hedge Funds, Trading Systems, Fixed Income, FX Options, New Business Development, Business Strategy, Equity Trading, Sales Management, Equity Derivatives, Investments, Proprietary Trading, Options, Team Leadership, Staff Development, Accountability, Revenue & Profit Growth, Turnaround Specialist, Budget Development, P&L Responsibility, New Business..., Start-up Consulting, Advocacy of New..., Business Alliances, Strategic Alliances, Business Analytics, Business Process..., Equity Rese, Capital Markets Analysis, Strategy
Education
University of California, Berkeley 1986 — 1991
Bachelor of Arts, Physical Sciences
Mercer August 2012 - Present
Collaborative Solutions February 2012 - July 2012
Alliance Bernstein September 2010 - December 2011
IBM 2003 - September 2010
PricewaterhouseCoopers Consulting 2002 - 2003
PriceWaterhouseCoopers (PWC) 1998 - 2000
PricewaterhouseCoopers 1998 - 2000
Price Waterhouse 1994 - 1997
Price Waterhouse 1991 - 1994
Price Waterhouse 1989 - 1991
Skills
SaaS, Strategy, Business Process..., Program Management, Management Consulting, Performance Management, Change Management, Business Development, HR Transformation, HR Operations, HR Strategy, HR Technology, Leadership, Personnel Management, Outsourcing, Management, Succession Planning, Talent Management, Sales, Business Transformation, CRM, Human Resources, Governance, Enterprise Software, HRIS, Business Process
Education
The University of Texas at Austin 1988 — 1989
Master of Professional Accounting, Tax Law/Taxation
The University of Texas at Austin 1985 — 1988
BBA, Accounting
The Foundation Showroom. September 2014 - Present
Zound Industries June 2014 - Present
The Foundation Showroom November 2011 - Present
Clientique Marketing Group June 2010 - August 2010
MyClean.com June 2010 - August 2010
Alliance Bernstein June 2009 - August 2009
GO Soccer 2004 - 2009
Education
Skidmore College
Management and Business
Markit August 2015 - Present
Fidelity Investments March 2012 - August 2015
Archon Group, A Goldman Sachs Company December 2011 - March 2012
Archon Group, A Goldman Sachs Company November 2010 - December 2011
RBS Global Banking & Markets June 2009 - August 2010
RBS Global Banking & Markets July 2007 - June 2009
Alliance Bernstein August 2006 - June 2007
Merrill Lynch 2005 - 2006
Skills
Account Reconciliation, General Ledger, Financial Analysis, Financial Risk, Fund Accounting, Internal Audit, Management, Bloomberg, Securities, Trading
Education
Rochester Institute of Technology 2002 — 2006
BS, Finance
Pantzer Properties May 2015 - Present
Bank of America U.S. Trust May 2012 - May 2013
Pico Quantitative Trading January 2012 - April 2012
Bank of America Merrill Lynch January 2010 - July 2011
Alliance Bernstein June 2008 - August 2008
Skills
Real Estate, Financial Modeling, Valuation, Real Estate Private...
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2005 — 2009
Charles Schwab April 2013 - Present
NFP Securities November 2005 - April 2013
Broadway Brokerage Services, Inc. 2005 - 2005
Alliance Bernstein 2003 - 2005
Charles Schwab 1999 - 2002
Morgan Stanley 1998 - 1999
Education
Texas State University 1994 — 1998
BBA, Finance
Central Hudson Gas & Electric November 2012 - Present
Metro-North Railroad May 2008 - November 2012
Alliance Bernstein October 2007 - May 2008
JPMorgan Chase January 2007 - October 2007
Skills
Procurement, Contract Negotiation, Negotiation, Logistics, Contract Management, Budgets, Supply Chain Management, Inventory Management, Supervisory Skills, Operations Management, Project Planning, Microsoft Excel, Microsoft Office, Transportation, Supply Chain
Education
SUNY Oneonta 2002 — 2006
Bachelor's Degree of Science, 12/ 2006; History
Roy C. Ketcham 1998 — 2002
Duke Energy Corporation July 2015 - Present
Transportation Insight April 2014 - June 2015
Transportation Insight February 2013 - April 2014
Transportation Insight April 2012 - February 2013
Cardinal Health March 2009 - April 2012
KMR LOGISTICS July 2008 - November 2008
University of Dayton August 2006 - May 2008
University Directories May 2007 - August 2007
ALLIANCE BERNSTEIN June 2006 - August 2006
Skills
Process Improvement, Logistics, Sales, Time Management, Customer Service, Marketing, Account Management, Inventory Management, Microsoft Office, Microsoft Excel, Strategic Planning, Cold Calling, PowerPoint, Social Media, Salesforce.com, Black Belt, Lean Transformation, Lean Tools, Continuous Improvement, Cross-functional Team..., Lean Manufacturing, Management, Business Development, Pricing, Supply Chain, Training, Transportation, Operations Management, Warehousing, Supply Chain Management
Education
University of Dayton 2004 — 2008
Bachelor of Science, Business Administration; Marketing; Communication
Systemax March 2013 - October 2013
Sapient August 2012 - February 2013
Studio South Interior Design September 2011 - March 2012
Lopez Levi & Associates, P.A. 2012 - 2012
Alliance Bernstein May 2010 - January 2011
SNI Companies 2008 - 2009
Mercantile Bank June 2007 - December 2008
Banco Popular March 2007 - December 2008
Colonial Bank February 2003 - March 2007
Skills
Lotus Notes, Banking, QuickBooks, GreatPlains, Microsoft Office..., Amipro, Visio, PowerPoint, Internet Explorer, Mainframe, Oracle Applications, SAP, Microsoft Excel, Social Media, Auditing, Finance
Education
University of Phoenix 2011 — 2012
Master's, Accounting, 3.5
Kaplan University 2007 — 2009
Bachelor's, Finance, 3.5
IBM May 2011 - Present
IBM May 2007 - May 2011
IBM May 2004 - May 2007
IBM June 2001 - May 2004
Sanford C. Bernstein October 1996 - June 2001
Alliance Bernstein 1996 - 2001
Coopers & Lybrand 1990 - 1996
Skills
Direct Sales, Performance Management, Talent Management, Personnel Management, Talent Acquisition, Change Management, Organizational..., HR Transformation, Employee Engagement, Technical Recruiting, Recruiting, Human Resources, Succession Planning, Business Process..., Organizational Design, Workforce Planning
Education
State University of New York at Albany
Publicis September 2015 - Present
Publicis Kaplan Thaler September 2013 - Present
Publicis September 2012 - Present
Publicis June 2011 - October 2012
Publicis Advertising May 2010 - June 2011
Publicis 2009 - 2009
French Connection 2008 - 2008
Aga Khan Development Network 2008 - 2008
Alliance Bernstein 2007 - 2007
Glamour magazine 2007 - 2007
Skills
Digital Marketing, Integrated Marketing, Interactive Advertising, Digital Strategy, Advertising, Creative Strategy, Social Media Marketing, Account Management, Interactive Marketing, Public Relations, Social Media, Brand Development
Education
University of Michigan 2006 — 2010
BA, Communication Studies and Psychology
Media Audits International October 2013 - May 2015
JAB Wireless, Inc. July 2013 - September 2013
Ulster County Comptrollers Office May 2012 - August 2012
SUNY New Paltz January 2012 - June 2012
Ulster Greene ARC January 2011 - January 2012
Alliance Bernstein May 2007 - December 2009
Ameriprise Financial Services, Inc. September 2006 - April 2007
American Express Financial Advisors June 2005 - August 2005
Skills
Finance, Accounting, Data Analysis, Financial Reporting, Strategic Financial..., Microsoft Excel, Microsoft Office, Auditing, Financial Analysis, Account Reconciliation, Journal Entries, Financial Accounting, Bloomberg Terminal, Internal Audit, Accounts Receivable, Analysis, Regression Analysis, Great Plains Software, Bank Reconciliation, Cash Flow Forecasting, Cash Receipts, SOP development, Qualitative Research, Spreadsheets, Access, Portfolio Management, Microsoft Word, Cash Flow, Financial Planning, General Ledger..., Employee Training, Microsoft Dynamics, Mutual Funds, Strategic Planning, Investments, Banking, Time Management, Private Equity, Fund Administration, Fund Accounting
Education
State University of New York at New Paltz 2011 — 2012
MBA
State University of New York at New Paltz 2003 — 2006
BS, Finance
Kingston High School 1999 — 2002
Santander Bank, N.A. May 2015 - Present
AllianceBernstein July 2008 - May 2015
Alliance Bernstein November 2004 - July 2008
JPMorgan Chase January 2004 - November 2004
Principia Partners July 2001 - December 2003
Societe Generale 1999 - 2001
Skills
Business Intelligence, Integration, Data Warehousing, Program Management, Derivatives, Databases, Accounting, Enterprise Software, Strategy, Risk Management, SDLC, Stocks, Vendor Management, Software Documentation, Enterprise Data, Enterprise Data Modeling, Regulatory Compliance, Consulting, Project Management, Business Analysis, Management, Fixed Income, PMO, Asset Management, Equities, Governance
Education
University of California, Los Angeles 1990 — 1994
Bachelor of Science (B.S.), Computer Science and Engineering
NEPA Alliance & NEPA Alliance Business Finance Corporation July 2014 - Present
NEPA November 2012 - June 2014
Political Consultant May 2005 - May 2013
US Rep Christopher P Carney (PA-10) January 2007 - January 2011
Penn Security Bank & Trust January 2005 - December 2006
Alliance Bernstein 2002 - 2004
Skills
Investment Management, Personnel Management, Economics, Problem Solving, Government Contracting, Government Procurement, Government Operations, Financial Analysis, Investment Advisory, Investment Strategies, Operations Management, Project Management, Policy Analysis, Sales, Public Speaking, Portfolio Management, Program Management, Policy, Budgets, Economic Development, Start-ups, Leadership, Investments, Strategic Planning, Public Relations, Strategy, Fundraising, Research, Finance, Government, Recruiting, Analysis, Politics, Community Development, Strategic Communications, Management Consulting, Small Business, Leadership Development, Political Campaigns, Political Communication, Nonprofits, Event Planning, Contract Negotiation, Business Planning, Public Policy, Business Strategy, Marketing, Community Outreach, Volunteer Management, Entrepreneurship
Education
Penn State University 1991 — 1995
Bachelor of Science, Marketing/Economics
Valley View High School 1988 — 1991
UBS Wealth Management Fixed Income Specialist February 2014 - Present
Ana-Data Consulting Inc January 2003 - August 2010
Alliance Bernstein 2010 - 2010
Citigroup 2009 - 2010
MetLife Financial Services 2009 - 2009
Hedgespeed 2008 - 2009
Merrill Lynch 2006 - 2008
UBS 2005 - 2007
AIG 2003 - 2005
FTI - Now branded as Golden Source 2001 - 2003
Skills
Capital Markets, SDLC, Business Analysis, Market Data, Enterprise Architecture, Trading Systems, SharePoint, Asset Management, Hedge Funds, Microsoft SQL Server, Investment Management, Software Development, Equities, Google App Engine, SharePoint Designer, Office 365, Fixed Income, Financial Services, Risk Management, Vendor Management, IT Strategy, Portfolio Management, Software Project..., Trading, Investment Banking, Agile Methodologies, Requirements Analysis, Management, Integration, Business Intelligence, Project Management, Financial Markets, Consulting, Program Management
Education
University of Essex 1983 — 1987
MSc and PhD, Computer Engineering
The University of Salford 1979 — 1981
Bachelor of Science (BSc) Bio Medical Electronic
SACU San Antonio Federal Credit Union November 2014 - Present
KGS (Kforce Government Solutions) September 2013 - November 2014
KGS (Kforce Government Solutions) December 2011 - August 2013
Time Warner Cable September 2010 - May 2011
HP Enterprise Services November 2009 - September 2010
United Health Group July 2007 - July 2009
Alliance Bernstein August 2006 - May 2007
Laboratory Corporation of America May 2001 - August 2006
Verizon November 1999 - May 2001
Dell Computer Corp. August 1997 - November 1999
Skills
IT Service Management, ITIL, Change Management, Integration, Vendor Management, CMS, ITIL Certified, Technical Support, Outsourcing, Incident Management, Service Delivery, Troubleshooting, Program Management, Active Directory, Leadership, Enterprise Software, Process Improvement, BMC Remedy, IT Operations, Servers, Help Desk Support, Information Technology, Management, ColdFusion, Knowledge Management, Quality Assurance, Workforce Management, Workforce Planning, Service Desk, Managed Services, Networking, Strategy, Training, CMMI, Business Development, Contract Management, Project Management, SQL, Solution Architecture, Analytics, Reporting & Analysis, Six Sigma
Education
Texas State University 1994 — 1997
BA, Psychology
Community College of the Air Force 1987 — 1997
A.A.S., Aerospace Engineering
Texas State Technical College 1993 — 1994
A.A.S., Aviation Science
Spartan College of Aeronautics 1992 — 1993
A.A.S., Aviation Science
Alamo Heights HS
East to West Management March 2009 - Present
Alliance Bernstein May 2007 - March 2009
AllianceBernstein 2007 - March 2009
Women's Sports Foundation May 2005 - April 2007
Education
Stony Brook University 2000 — 2004
J.P. MORGAN CHASE August 2005 - Present
Bank One, New York July 2002 - July 2005
Alliance Bernstein 2002 - 2004
Alliance Bernstein 2002 - 2004
AT&T 1994 - 1998
Skills
PMP, SDLC, Data Warehousing, Requirements Analysis, Business Analysis, Software Project..., SQL, Oracle, PL/SQL, Requirements Gathering, Unix, ETL, Visio, Data Modeling, Software Development
Education
University of Madras 1987 — 1991
Masters, Computer Engineering
Alliance Bernstein CAAG team leadAllianceBernstein2000 - Present
AllianceBernstein 2000 - Present
AllianceBernstein 2000 - Present
Education
Pace University 1997 — 2001
Alliance Bernstein March 2007 - Present
Alliance Bernstiein 2007 - 2008
Investors Bank & Trust 2002 - 2007
Skills
Fund Accounting, Equities, Fixed Income, Hedge Funds, Investments
Education
Providence College 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Cenveo 2008 - Present
Alliance Bernstein 2006 - 2008
Fidelity Investments 2000 - 2006
Skills
Visio, Vendor Management, Strategic Planning, Software Project..., SharePoint, Sarbanes-Oxley Act, SDLC, Requirements Analysis, Project Management, Process Improvement, Microsoft SQL Server, Leadership, Integration, IT Management, Financial Analysis, Disaster Recovery, CRM, Business Intelligence, Business Analysis, Active Directory, Change Management, Business Process..., Account Management
Education
Stonehill College 1996 — 2000
My Guides LLC March 2011 - Present
N.E. Systems LLC June 2010 - Present
N.E. Systems LLC June 2010 - Present
JM Family Enterprises 2010 - 2012
World Fuel Services December 2007 - June 2010
Alliance Bernstein July 2006 - December 2007
Bear Stearns November 2003 - July 2006
MoneyLine Telerate June 2002 - April 2003
Instinet Corporation October 1999 - June 2002
Electronic Data Systems April 1998 - October 1999
Skills
SDLC, Vendor Management, Unix, Oracle, PL/SQL, Databases, Integration, Quality Assurance, Business Analysis, Testing, Software Development, Software Documentation, Requirements Analysis, Microsoft SQL Server, Data Warehousing, Management
Education
Rensselaer Polytechnic Institute 1992 — 1996
Bachelor of Science (BS), Nuclear Engineering
Rensselaer Polytechnic Institute 1992 — 1996
Bachelor's of Science, Nuclear Engineering and Business Management
Alliance Bernstein March 2008 - October 2008
AllianceBernstein 1982 - 2008
Education
Siena College 2001 — 2006
Alliance Bernstein Systems EngineeringAllianceBernstein2005 - Present
Alliance Capital 1999 - 2008
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1996
Thomson Reuters March 2006 - Present
Elderplan June 2004 - March 2006
Alliance Bernstein November 1999 - June 2004
Scholastic September 1998 - November 1999
Premier Concepts, Inc. dba Imposters May 1997 - May 1998
Skills
SAP, Business Objects, PeopleSoft, Revenue Recognition, Variance Analysis, Financial Analysis, Financial Reporting, Reconciliations, Budgeting, Forecasting, Expenses, Revenue, Corporate Finance, Accounting, Excel, Balance Sheet, Accpac, Salesforce.com, ProClarity, Budgets, Account Reconciliation, Balance Sheet Review, General Ledger, Fixed Assets, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Accruals, SOX Compliancy, Finance, Managerial Finance, Accounts Receivable, Financial Audits, Analysis, Auditing, Financial Modeling, Management, Microsoft Excel
Education
University of Colorado Boulder - Leeds School of Business 1992 — 1996
BS, Finance & International Business
Self Employed January 2007 - Present
Alliance Bernstein January 2007 - August 2007
CSC 2003 - 2006
JP Morgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
Verizon Enterprise Solutions Group June 2000 - December 2003
Morgan Stanley 1989 - 2000
Education
University of Cincinnati
Alliance Bernstein business analystus trust2005 - 2006
AIG 2002 - 2005
merrill lynch 1993 - 1997
merrill lynch 1989 - 1990
merrill lynch 1989 - 1990
Education
Rutgers University-New Brunswick 1983 — 1987
Alliance Bernstein November 2006 - February 2014
Education
University of Maryland College Park 1993 — 1995
Alliance Bernstein November 2005 - Present
IBM 1999 - 2005
Education
Pace University
Electrical Engg, MIS
Alliance Bernstein October 2007 - Present
NYFIX June 2005 - October 2007
eSpeed/Cantor Fitzgerald April 2000 - June 2005
Skills
Quality Center, Trading Systems, SDLC, Testing, Quality Assurance, User Acceptance Testing, Agile Methodologies, SQL, Requirements Analysis
Education
University of California, Davis
MS, Engineering
SIB Portfolio Advisors October 2010 - Present
Alliance Bernstein 2006 - October 2010
Skills
Bloomberg, Equities, Hedge Funds, Asset Management, Fixed Income, Alternative Investments, Performance Attribution
Education
University of Pittsburgh
Bachelor of Science in Business Adminisration, Finance and Marketing
Alliance Bernstein June 2004 - Present
Skills
Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Series 7, Mutual Funds, Investments, Portfolio Management
Education
Syracuse University 2000 — 2004
Bachelor of Science, Finance & Marketing
Alliance bernstein April 2006 - Present
Morningstar 2003 - 2005
Education
Peking University 1987 — 1991
BS
Alliance Bernstein February 2006 - March 2008
REUTERS September 2004 - June 2005
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
Lloyds Banking Group November 2013 - April 2014
eSecLending June 2010 - 2013
Alliance Bernstein April 2008 - May 2010
Brevan Howard 2006 - 2007
Man Securities 2004 - 2006
Mitsubishi UFJ Securities 1997 - 2004
Bank of New York Mellon 1996 - 1997
JP Morgan 1988 - 1996
Skills
Portfolio Management, Trading, Hedge Funds, Finance, Banking, Financial Risk, Securities, Management, Prime Brokerage, Bloomberg, Securities Lending, Relationship Management, Global Custody, Project Management, Risk Management, Equities, Capital Markets, Cash Management, Repo Trading, stock loan, Collateral Management, Sales, Asset Management, Fixed Income, Alternative Investments, Investments, Emerging Markets, Financial Markets, Financial Modeling, Structured Products, Trading Systems, Valuation, Settlement, Strategy, Swaps, Financial Services, Structured Finance, Bonds, Options, Investment Banking, Corporate Actions, Electronic Trading
Education
University of Rhode Island 1984 — 1988
BS, Natural Resources / Economics
Hilton Capital Management LLC July 2015 - Present
American Portfolios November 2013 - March 2015
Centrality Partners LLC November 2010 - March 2012
AXA-Equitable 2003 - November 2010
Thomson Financial 2000 - 2002
Alliance Bernstein 1997 - 2000
Skills
Sales, Asset Management, Business Analysis, Financial Services, Life Insurance, Insurance, Mutual Funds, Relationship Management, Equities, Strategy, Portfolio Management, CRM, Investments, Vendor Management, Wealth Management, Risk Management, Series 7
Education
State University of New York at New Paltz
Alliance Bernstein 1998 - Present
Skills
VBScript, SCCM, Active Directory, MSI, Windows 7, XP, Disaster Recovery, Asset Managment, VMware, Microsoft SQL Server, SharePoint, IT Service Management, Citrix, Microsoft Exchange, Windows, Asset Management, Business Analysis, Management, SDLC
Education
Rutgers University-New Brunswick 1991 — 1996
Executive Parking April 2015 - Present
H&R Block December 2014 - Present
Medsave (temp assignment) June 2014 - October 2014
Stanley Steemer May 2011 - April 2013
Premier Coins July 2010 - April 2011
Fidelity Investments September 2006 - July 2007
Alliance Bernstein August 2004 - September 2005
Deutsche Bank Asset Management August 2002 - April 2004
Allianz Dresdner Asset Management May 2001 - August 2002
Alliance Capital Management October 1998 - May 2001
Skills
Corporate Actions, Securities, Fixed Income, Equities, Financial Services, Investments, Bloomberg, Portfolio Management, Asset Management, Mutual Funds, Management, Banking, FINRA, Derivatives, Alternative Investments, Trading, Hedge Funds, Mergers & Acquisitions, Back Office, Options, Capital Markets, Bonds, Investment Management, Microsoft Excel, Microsoft Word
Education
H&R Block Tax Preparation school 2014 — 2014
Income Tax preparation
Pohs Institute 2008 — 2008
10-55 LIfe Accident and Health Insurance Agent License, Life, Accident, and Health Insurance
University of Pennsylvania 1994 — 1998
BA Economics and Psychology, Economics and Psychology
Chaminade High School 1990 — 1994
HS diploma, Liberal arts, Honor Roll Student 4 years
Carnick & Kubik October 2011 - Present
Bank of Oklahoma/ Colorado State Bank & Trust March 2009 - September 2011
Alliance Bernstein July 2007 - November 2008
Griffin, Kubik, Stephens & Thompson June 2001 - July 2007
Education
Southern Methodist University 1996 — 2000
BBA, Finance
Maxim Group August 2013 - May 2015
The PrinceRidge Group January 2012 - November 2012
Nomura Securities International September 2009 - November 2011
Alliance Bernstein August 2008 - September 2009
Banc of America Securities June 2005 - November 2007
Lehman Brothers July 1988 - May 2005
Skills
Commodity, Credit, Currency, Derivatives, Fixed Income, Foreign Exchange, Funding, Investment Strategies, Management, Trading, Securitization, Hedge Funds, Bloomberg, Capital Markets, Equities, Bonds
Education
Saint John's University - Peter J. Tobin College of Business 1984 — 1988
Bachelor of Science (B.S.)
Wagner College
Master of Business Administration
AXA Investment Managers August 2012 - Present
Lord Abbett June 2011 - July 2012
Navigare Partners, LLC October 2005 - September 2010
Alliance Bernstein February 1996 - September 2005
Skills
High Yield, Debt, Credit, Alternative Investments, Portfolio Management, Leveraged Finance, Bonds, Asset Management, Investments, Corporate Finance, Investment Banking, Buy-side, Fundamental Research, Credit Analysis, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA
Rutgers College 1976 — 1980
BA
Alliance Bernstein October 2008 - Present
Alliance Bernstein 2003 - 2008
Loeb & Troper 2003 - 2003
Skills
Mutual Funds, Asset Managment, Asset Management, Financial Services, Derivatives, Capital Markets
Education
Rowan University 1999 — 2003
Business Administration
Macquarie Group February 2010 - October 2014
Systematic Financial Mgmt January 2007 - February 2010
GFI Group July 2005 - June 2006
Alliance Bernstein March 1997 - July 2005
Abel/Noser Corp July 1995 - March 1997
Mitchell Hutchins Asset Management June 1987 - July 1995
Skills
Financial Analysis, Investments, Equities, Sales, Sales Process, Relationship Management, Portfolio Management
Education
Pace University
Master of Business Administration (M.B.A.), Investments and Portfolio Management
St. John's University
Bachelor's Degree, Finance
Citi October 2012 - Present
Citi September 2005 - October 2012
Lord Abbett LLC January 2005 - September 2005
Alliance Bernstein December 2001 - December 2004
JPMorgan Chase June 1999 - December 2001
Chase Manhattan Bank, N.A. July 1995 - June 1999
Skills
Fixed Income, Bonds, Equities, Trading Systems, Bloomberg, User Acceptance Testing, Middle Office, Securities, Operational Due..., Business Requirements, Process Implementation, Straight Through..., SWIFT messaging, Omgeo Oasys, Tradesuite, Security APL, Vestmark, Business Objects, Failstation, HP Quality Center (Test..., Trading, Settlement, Asset Managment, Financial Services, Investment Management, ETFs, Bloomberg Terminal, Asset Allocation, Operational Risk, Mutual Funds, Capital Markets, Finance, Prime Brokerage, Equity Trading, Financial Risk, DTC, Operational Risk..., Global Custody, Market Data, Equity Research, Back Office, Cash Management, Trade Life Cycle, PAM for Securities, SDLC, Hedge Funds, Portfolio Management, Business Analysis, Requirements Gathering, Process Improvement
Education
Queens College 1991 — 1998
B.A, Sociology
The Guardian Life Insurance Company of America May 2013 - Present
AIG June 2010 - May 2013
Yodle February 2010 - June 2010
Deutsche Asset Management May 2003 - August 2009
Alliance Bernstein July 2001 - May 2003
PricewaterhouseCoopers September 1998 - July 2001
Deloitte & Touche LLP August 1997 - September 1998
TIAA-CREF April 1994 - August 1997
A. Uzzo and Company, C.P.A.'s, P.C. November 1992 - March 1994
Arthur Giglio, CPA August 1989 - October 1992
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Auditing, Forecasting, Accounting, IFRS, Mergers & Acquisitions, Finance, US GAAP, Process Improvement, GAAP, SEC filings, Analysis, SAP, Account Reconciliation, Financial Risk
Education
Pace University - Lubin School of Business 1990 — 1994
Certificate, Financial Accounting
Temple University - Fox School of Business and Management 1986 — 1989
Business Administration
The College of New Jersey 1982 — 1986
BS, General Business
Rowan College at Burlington County
Six Sigma Greenbelt - DeAM
Alliance Bernstein Institutional SalesSanford C. Bernstein2008 - Present
Robert W. Baird 2006 - 2008
Lehman Brothers 2004 - 2006
Cleary Gull Inc. 1998 - 2001
Miller Brewing Company 1996 - 1998
Education
University of Wisconsin-Madison 1994 — 1995
BS, finance
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
Broadridge Financial Services 2008 - Present
Alliance Bernstein 2005 - 2008
Education
Osmania University
Alliance Bernstein July 2000 - Present
Education
Pace University 1996 — 2000
MS. CS, Technology
Trust Company of America October 2014 - Present
AllianceBernstein August 2009 - September 2014
Alliance Bernstein March 2008 - August 2009
Merrill Lynch June 2007 - February 2008
Roger Williams University January 2007 - May 2007
UBS June 2006 - August 2006
Skills
Bloomberg, Fixed Income, Equities, Asset Allocation, Portfolio Management, Series 7, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Investment Management, Series 63, Investments, Investment Strategies, Wealth Management, Securities, Financial Modeling, Trading, Equity Research, Customer Service
Education
Roger Williams University 2003 — 2007
BS, Finance, 3.7/4.0
HOLT CAT July 2012 - Present
HOLT CAT February 2007 - October 2008
Alliance Bernstein November 2006 - February 2007
Maverick Cleaners September 2005 - September 2006
Skills
Account Reconciliation, Financial Analysis, Accounts Payable, Finance, Auditing, Forecasting, Budgets, Analysis, Invoicing, Cash Flow, Management, Credit
Education
The University of Texas at San Antonio 2001 — 2005
Business, Finance
JPMorgan Chase August 2005 - Present
Bank One Corporation July 2004 - August 2005
Alliance Bernstein July 2002 - July 2004
School House Capital LLC/State Street Bank January 2002 - June 2002
AT&T, Piscataway 1998 - 2000
AT&T 1994 - 1998
Education
University of Madras 1988 — 1991
Masters, Computer Applications
University of Madras 1984 — 1987
Bachelors, Mathematics
Mannur Chengalvaraya Naidu Higher Secondary School 1982 — 1984
12th, Mathematics, Physics, Chemistry
Avichi High School 1977 — 1982
Tory Burch February 2015 - Present
Tory Burch October 2012 - Present
Tory Burch July 2012 - October 2012
Polo Ralph Lauren January 2009 - June 2012
Alliance Bernstein August 2007 - December 2008
XL Global Services November 2006 - August 2007
American Red Cross May 2006 - November 2006
SNS Technologies 2000 - 2001
Skills
Microsoft SQL Server, ETL, SSIS, Data Warehousing, T-SQL, SSRS, Databases, Business Intelligence, Database Design, SQL, .NET, SDLC
Education
Pune Institute of Computer Technology 1996 — 2000
B.E, Computer Engineering
University of Pune 1996 — 2000
B.E, Computer Engineering
HB System October 2009 - Present
Wegmans Food Markets July 2009 - September 2009
AllianceBernstein August 2007 - January 2009
Alliance Bernstein March 2006 - December 2008
Skills
Software Documentation, Perl, Test Planning, Testing, SDLC, Microsoft SQL Server, Business Analysis, Management, Requirements Analysis, SQL, Scrum, Vendor Management, Data Modeling, Project Management, Oracle, Databases, Agile Methodologies, User Acceptance Testing, Software Project..., Integration, Enterprise Architecture, Leadership, .NET
Education
University of Mumbai 1989 — 1994
BE, Electronics
Linden Cookies, Inc. December 2008 - Present
Alliance Bernstein November 2007 - November 2008
Legg Mason April 2006 - November 2008
Education
St. Lawrence University 1998 — 2002
BA, Political Science
Kent School
NCCS
Bank of America September 2012 - Present
Alliance Bernstein June 2011 - February 2012
Caxton Associates 1999 - 2011
Capital Market Risk Advisors (CMRA) 1996 - 1999
Skills
Equities, Hedge Funds, Asset Management, Alternative Investments
Education
Skidmore College 1991 — 1995
Noble and Greenough 1986 — 1990
Evenson Best February 2014 - Present
Alliance Bernstein June 2011 - February 2014
HighTower Advisors January 2010 - June 2011
Empire Office November 1993 - January 2008
Skills
Space-planning, CAD, Certified Ergonomic..., Furniture, Project Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BS, Marketing
J.P. Morgan March 2013 - Present
BlackRock August 2009 - March 2013
BlackRock June 2008 - August 2009
Alliance Bernstein July 2007 - June 2008
UBS Financial Services August 2006 - July 2007
Morgan Stanley September 2002 - July 2006
Skills
Series 7, Mutual Funds, Series 63, Seties 24
Education
The College of New Jersey 1998 — 2002
Edge Technology Group January 2013 - Present
Alliance Bernstein October 2006 - March 2012
Bridgewater Associates February 2006 - September 2006
KCHI LLC September 2002 - January 2006
Greenwich Technology Partners March 1999 - April 2002
American Skandia January 1997 - March 1999
SND ELECTRONICS LLC July 1992 - January 1997
Skills
Microsoft Windows 7, Microsoft Windows XP, Microsoft Office 2007, Microsoft Outlook, Microsoft Office..., Remote Desktop, Remote Assist, Virtual Machines, VPN, TCP/IP protocols, ODBC, Blackberry BES 5.0, RSA Authentication..., Symantec Endpoint..., KVS Enterprise Vault, Cisco IP Telephony..., Omgeo Tradesuite, Bloomberg Terminal, Microsoft Office..., Quantitative Analysis, Excellent Verbal and..., Collaborative Problem..., Team Leadership, Close Attention to..., Financial Analysis, Department Budgeting, Inventory Forecasting, Microsoft Excel, Personal Finance, Corporate Finance, Java, Microsoft LiveMeeting, Active Directory, Blackberry Enterprise..., Windows 7, XP, HTML, DNS, DHCP, Cisco VoIP, Outlook, Security, Windows XP, Technical Support, Disaster Recovery, System Deployment, SDLC, Hardware, Vendor Management, Microsoft Office
Education
Western Connecticut State University 2006 — 2009
Masters in Business Administration
State University of New York College at Purchase 1993 — 1996
BA, Liberal Arts and Sciences/Liberal Studies
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2014 - Present
AIG September 2011 - May 2014
Duff & Phelps April 2006 - September 2011
Goldman Sachs January 2005 - March 2006
Alliance Bernstein September 2002 - June 2003
Skills
Financial Modeling, Mergers, Due Diligence, Business Strategy, Strategy, Corporate Finance, Valuation, Financial Analysis, Private Equity, Forecasting, Mergers & Acquisitions, Finance, Business Valuation, Equities, Capital Markets, Investment Banking, Equity Research, Venture Capital, Mutual Funds, Bloomberg, Corporate Development, DCF, Investments
Education
Rutgers Business School 2003 — 2005
MBA, Finance
Revolution Health Coach and Absolution Crossfit March 2015 - Present
Alliance Bernstein 2007 - Present
AllianceBernstein 2007 - March 2015
PLANCO/Hartford 2005 - 2007
Van Kampen Investments 1999 - 2005
Skills
Mutual Funds, Sales Presentations, Investments, Series 7, Sales, Series 63, New Business Development, Sales Management, Investment Advisory, Selling, Building Relationships, Wholesaling, Consultative Selling, Group Presentations, Customer Presentations, Territory Planning, Nutrition, Nutritional Counseling, Nutrition Education, Sports Nutrition, Lifestyle Coaching, Healthy Lifestyle, paleo diet, CrossFit, functional fitness
Education
University of Delaware 1989 — 1993
Bachelor of Science (BS), Education
University of Delaware 1989 — 1993
BS, Elementary Education
Institute of Integrative Nutrition
Certified Health Coach, Foods, Nutrition, and Wellness Studies, General
AllianceBernstein June 2014 - Present
AllianceBernstein 2005 - June 2014
Alliance Bernstein July 1999 - 2005
JP Morgan 1977 - 1999
Skills
Portfolio Management, Alternative Investments, Equities, Hedge Funds, Asset Management, Asset Allocation, Fixed Income, Investment Strategies, Investment Management, Investments, Series 7, Bloomberg, Mutual Funds, Wealth Management, Capital Markets, Equity Research, Financial Modeling, Valuation, Investment Advisory, Series 63
Education
The University of Chicago Booth School of Business 1975 — 1977
mba, finance
Tufts University 1972 — 1975
B.A, Economics
Currently Available for Work November 2009 - Present
Accenture 2010 - 2011
Wachovia August 2008 - October 2009
Wachovia, A Wells Fargo Company March 2008 - October 2009
Wachovia March 2008 - July 2008
Alamo Community College District (ACCD) January 2008 - March 2008
Comal Independent School District October 2007 - December 2007
American Funds November 2006 - October 2007
Alliance Bernstein May 2006 - September 2006
American Funds July 2004 - April 2006
Skills
Recruiting, Lotus Notes, Business Analysis, Project Management, Vendor Management, Business Requirements, Networking, Disaster Recovery, Microsoft Office, MS Project, Process Improvement, Analysis, Information Technology, Interviews, Time Management, Training, Budgets, Visio, Testing, SharePoint, SDLC, Program Management, Management, Access, Accounting, Teamwork, CRM
Education
Education Service Center - TOPP 2007 — 2008
Education
Texas State University 1984 — 1989
BBA, Business Management
Nuware Technology September 2012 - Present
Nuware Technology July 1994 - August 2012
Alliance Bernstein 1994 - 2012
Skills
CRM, Software Development, SDLC, Business Development
Education
University of Central Oklahoma 1992 — 1994
Masters, Computer Science
Valero Energy Corporation October 2013 - Present
Valero Energy Corporation May 2012 - October 2013
Kraft Foods October 2011 - May 2012
Tesoro October 2010 - December 2010
Volunteer Income Tax Assistance January 2010 - March 2010
Alliance Bernstein August 2004 - August 2007
Allstate Financial Services November 2003 - August 2004
Compass Bank March 2003 - November 2003
USAA January 1994 - November 2002
Skills
Time Management, Account Reconciliation, Customer Service, Invoicing, SAP, Accounts Payable, Accounting, Internal Audit, Finance, Leadership
Education
The University of Texas at San Antonio 2007 — 2009
B.B.A., Accounting
St. Mary's University 1988 — 1990
M.B.A., Multinational Management
The University of Texas at San Antonio 1982 — 1987
B.B.A., Management
Bernstein Private Wealth Management May 2014 - Present
Caerus Energy, LLC December 2009 - May 2014
Sammons Corporation May 2008 - August 2009
Alliance Bernstein May 2004 - May 2008
Skills
Mergers, Private Equity, Investments, Asset Managment, Alternative Investments, Energy, Strategy, Strategic Planning, Gas, Asset Management, Investment Banking, Venture Capital, Portfolio Management, Mergers & Acquisitions, Commodity, Contract Negotiation, Corporate Development, New Business Development, Start-ups, Trading, Business Development, Management, Finance, Capital Markets, Business Strategy, Executive Management, Business Valuation, Management Consulting, Natural Gas, Corporate Finance, Entrepreneurship, Investment Management, Financial Advisory, Hedge Funds, Equities, Emerging Markets, Financial Planning
Education
Texas Tech University - Rawls College of Business 1989 — 1993
BA, Marketing
Dallas Jesuit High School 1985 — 1989
BNY Mellon- Cutwater Asset Management May 2015 - Present
Sumitomo Mitsui Trust Bank (U.S.A) Limited March 2014 - September 2014
State Street Bank February 2013 - August 2013
BCP Securities October 2012 - January 2013
DTCC March 2012 - July 2012
Alliance Bernstein October 2010 - July 2011
OCE Information Technologies October 2008 - October 2009
Bank of NY October 2006 - January 2008
GlobeOp Financial Services June 2004 - May 2006
Lord, Abbett & Co April 1999 - May 2004
Skills
Fixed Income, Settlements, Equities, Bloomberg, Securities, Asset Management, Excel, Risk Management, Investments, Word, Access, Hedge Funds, Microsoft Office, Analysis, Accounting, Banking, Funding, Bonds, Problem Solving, FX, Mutual Funds, Asset Managment, Trading, FX Options, Finance, Microsoft Word, Settlement, Portfolio Management, Options, Corporate Actions, Financial Services, Derivatives, Swaps
Education
State University of New York at Buffalo 1979 — 1983
B.A, Political Science and Sociology
Realty Income Corporation April 2015 - Present
Alliance Bernstein June 2007 - Present
Alliance Bernstein January 2013 - March 2015
Alliance Bernstein June 2007 - January 2013
McKinsey & Company September 2001 - March 2007
Citigroup 1993 - 1998
Education
University of Chicago 1999 — 2001
MBA, Finance and Strategy
Stanford University 1989 — 1993
BS, Computer Science
BlackRock January 2013 - Present
Davis Advisors August 2006 - January 2013
J&W Seligman 2002 - 2006
alliance bernstein 1996 - 2000
Skills
CFA, Alternative Investments, Chartered Financial..., Equities, Asset Management
Education
Taft school 1987 — 1991
Tulane University 1987 — 1991
Bachelor of Arts (BA), History
Alliance Bernstein October 2010 - Present
University Health System March 2004 - July 2010
Education
University of Phoenix 2009 — 2013
Database Management/Software Development
State Street IMS November 2011 - Present
Alliance Bernstein April 2006 - January 2012
AllianceBernstein December 2002 - April 2006
Financial Security Assurance March 1996 - March 1998
Eagle Insurance January 1993 - March 1996
Skills
Equities, Settlement, Collateral Management, Middle Office, Key Performance..., Outsourcing, User Acceptance Testing, Fixed Income, Derivatives, FX Options, FX Operations, FX Spot, Globalization, Options, Asset Management, Investment Banking, Market Data, Risk Management, Money Market, SWIFT payments, Portfolio Management, Trading, Financial Services, Corporate Actions, Series 7, Credit Derivatives, Global Custody, Bonds, Bloomberg, Securities, Reference Data, Asset Allocation, Prime Brokerage, Currency, Swaps, Investment Management, Alternative Investments, Financial Markets, Hedge Funds, Structured Products, Banking, Back Office, Interest Rate..., Bloomberg Terminal, CDS, Securities Lending, Fund Administration, ETFs, Mutual Funds, Electronic Trading
Education
Saint John's University 1988 — 1992
Bachelor of Science, Finance
MVHS 1984 — 1988
Jet Aviation 2011 - Present
Alliance Bernstein December 2010 - December 2010
Fiserv 2008 - 2010
Education
Rutgers University-New Brunswick
MHRM
Berridge manufacturing October 2008 - Present
Wachovia, A Wells Fargo Company August 2007 - October 2008
Alliance Bernstein June 2007 - July 2007
Time Warner Cable May 2007 - June 2007
United Healthcare June 2006 - April 2007
JP Morgan Chase March 2005 - March 2006
Earthlink March 2003 - February 2005
Metro One Telecommunications March 2002 - August 2002
Best Buy August 2000 - April 2001
Skills
A+ Certified, Servers, Windows Server, Active Directory, Disaster Recovery, Team Building
Education
San Antonio College
Computer Science
University of Houston
Computer Science
AllianceBernstein June 2010 - Present
Alliance Bernstein February 1992 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BA, Economics
JPMorgan Chase October 2011 - Present
Barclays Capital May 2009 - October 2011
Alliance Bernstein July 2008 - May 2009
UBS Investment Bank March 2004 - July 2008
Skills
Derivatives, Equities, Fixed Income, Equity Derivatives, Trading Systems, Capital Markets, Electronic Trading, FX Options, Trading
Education
Rutgers University-New Brunswick 1992 — 1996
BA, Double Major Economics & Political Science
Prudential Fixed Income April 2015 - Present
Alliance Bernstein October 2011 - April 2015
Penn State University July 2011 - June 2012
Penn State University July 2005 - July 2011
Skills
Machine Learning, Hedge Funds, Currency Markets (G10..., Systematic Strategies..., Asset Allocation, Global Macro Economic..., Data Mining, Network/Graph Modeling, Recommender Systems
Education
University of Arizona, Eller College of Management 2000 — 2005
Doctor of Philosophy (Ph.D.), Management Information Systems and Services
Tsinghua University 1996 — 2000
Bachelor's degree, Management Information Systems, General
Oppenheimer & Co. Inc. March 2014 - Present
Telsey Advisory Group November 2013 - February 2014
Alliance Bernstein 2001 - 2013
TD/Waterhouse Securites July 1996 - March 1999
Skills
Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Series 7, Trading
Education
Siena College 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Westlake High School 1989 — 1992