Alliance Capital Management
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 Founded: October 2000 Subsidiaries: Bernstein Private Wealth Management, Parent organizations: AXA, AXA Equitable Holdings, AXA Financial
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Alliance Capital Management Employees
Employee
Years
Job
Industry
Jim Espaillat Jim Espaillat's Alliance Capital Management Experience January 2004 - June 2005
Job Senior .NET Architect/Full Stack Developer
Industry Computer Software
Experience
BioReference Laboratories July 2015 - Present
Delphinus Consulting, Inc August 1998 - Present
Strategy&, part of the PwC network August 2013 - January 2015
ASME July 2012 - August 2013
OneWorld, Inc. September 2007 - May 2012
Unilever March 2006 - August 2007
NYC HRA March 2006 - May 2006
Time Inc. June 2005 - March 2006
SetFocus April 2005 - March 2006
Alliance Capital Management January 2004 - June 2005
Skills
.NET, C#, VB.NET, ASP.NET, PowerBuilder, SQL, Microsoft SQL Server, Sybase, Oracle SQL, Databases, Business Analysis, Oracle, SDLC, XML, SSIS, Database Design, Web Services, T-SQL, Visual Basic, Stored Procedures, Software Project..., DB2, Software Development, Architecture, Software Design, IIS, WinForms, Programming, Requirements Analysis, ADO.NET, PL/SQL, Enterprise Architecture, Data Modeling, Integration, Visual Studio, ASP, jQuery, Java, Web Applications, Unix, AJAX, Testing, SSRS, Access, Enterprise Software, Performance Tuning, HTML, Architectures, Entrepreneurship
Education
SetFocus 2005 — 2006
Master's Program in .NET
Chubb Institute 1992 — 1992
Diploma in Computer Programming
Arizona State University 1987 — 1989
Graduate Program, Zoology
University of Pennsylvania 1983 — 1987
Bachelor of Arts (BA), Biology
BioReference Laboratories July 2015 - Present
Delphinus Consulting, Inc August 1998 - Present
Strategy&, part of the PwC network August 2013 - January 2015
ASME July 2012 - August 2013
OneWorld, Inc. September 2007 - May 2012
Unilever March 2006 - August 2007
NYC HRA March 2006 - May 2006
Time Inc. June 2005 - March 2006
SetFocus April 2005 - March 2006
Alliance Capital Management January 2004 - June 2005
Skills
.NET, C#, VB.NET, ASP.NET, PowerBuilder, SQL, Microsoft SQL Server, Sybase, Oracle SQL, Databases, Business Analysis, Oracle, SDLC, XML, SSIS, Database Design, Web Services, T-SQL, Visual Basic, Stored Procedures, Software Project..., DB2, Software Development, Architecture, Software Design, IIS, WinForms, Programming, Requirements Analysis, ADO.NET, PL/SQL, Enterprise Architecture, Data Modeling, Integration, Visual Studio, ASP, jQuery, Java, Web Applications, Unix, AJAX, Testing, SSRS, Access, Enterprise Software, Performance Tuning, HTML, Architectures, Entrepreneurship
Education
SetFocus 2005 — 2006
Master's Program in .NET
Chubb Institute 1992 — 1992
Diploma in Computer Programming
Arizona State University 1987 — 1989
Graduate Program, Zoology
University of Pennsylvania 1983 — 1987
Bachelor of Arts (BA), Biology
Mary Jo Schmitt Mary Jo Schmitt's Alliance Capital Management Experience March 1990 - January 1998
Job Human Resources Professional
Industry Financial Services
Experience
Technology Crossover Ventures (TCV) January 2012 - Present
The Blackstone Group April 2001 - February 2011
Merrill Lynch July 1999 - April 2001
CIBC World Markets November 1998 - July 1999
Alliance Capital Management March 1990 - January 1998
Skills
Equities, Private Equity, Due Diligence, Investment Banking, Mergers, Human Resources, Talent Management, Mergers & Acquisitions, Personnel Management, Management, Talent Acquisition, HRIS
Education
Columbia University
MA, Organizational Psychology
Loras College
BA, Business
Technology Crossover Ventures (TCV) January 2012 - Present
The Blackstone Group April 2001 - February 2011
Merrill Lynch July 1999 - April 2001
CIBC World Markets November 1998 - July 1999
Alliance Capital Management March 1990 - January 1998
Skills
Equities, Private Equity, Due Diligence, Investment Banking, Mergers, Human Resources, Talent Management, Mergers & Acquisitions, Personnel Management, Management, Talent Acquisition, HRIS
Education
Columbia University
MA, Organizational Psychology
Loras College
BA, Business
Christine Stokes Christine Stokes's Alliance Capital Management Experience August 2004 - January 2006
Job Vice President Sr. Product Manager, MultiAsset Strategies
Industry Investment Management
Experience
Voya Investment Management November 2011 - Present
New York Foundling January 2014 - June 2015
AllianceBernstein August 2008 - November 2011
AllianceBernstein June 2007 - August 2008
AllianceBernstein January 2006 - June 2007
Alliance Capital Management August 2004 - January 2006
MetLife Financial Services January 2003 - August 2004
Skills
Defined Contribution, Partner Relationship..., Product Management, RFP, Project Management, Management, Training, Retirement, Product Development, Mutual Funds, Alternative Investments, Investment Strategies, Investment Management, Fixed Income, Asset Managment, Equities, Investments, Relationship Management, Asset Allocation, Portfolio Management, Asset Management, ETFs, Qualified Retirement...
Education
Fairfield University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Voya Investment Management November 2011 - Present
New York Foundling January 2014 - June 2015
AllianceBernstein August 2008 - November 2011
AllianceBernstein June 2007 - August 2008
AllianceBernstein January 2006 - June 2007
Alliance Capital Management August 2004 - January 2006
MetLife Financial Services January 2003 - August 2004
Skills
Defined Contribution, Partner Relationship..., Product Management, RFP, Project Management, Management, Training, Retirement, Product Development, Mutual Funds, Alternative Investments, Investment Strategies, Investment Management, Fixed Income, Asset Managment, Equities, Investments, Relationship Management, Asset Allocation, Portfolio Management, Asset Management, ETFs, Qualified Retirement...
Education
Fairfield University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Cynthia Reilly Cynthia Reilly's Alliance Capital Management Experience November 1998 - February 2000
Job Conference & Event Planning Professional
Industry Financial Services
Experience
Federal Reserve Bank of New York January 2014 - Present
Central New York Regional Planning and Development Board February 2011 - September 2013
Rapid Response Monitoring January 2010 - January 2011
Institute for Private Investors November 2000 - November 2009
Appalachian Christian Village April 2000 - August 2000
Alliance Capital Management November 1998 - February 2000
JP Morgan Investment Management February 1998 - October 1998
JP Morgan & Company July 1997 - January 1998
Skills
Financial Modeling, Event Management, Administrative..., Strategic Planning, Public Speaking, Training, Event Planning, Negotiation, Management, Time Management, Human Resources
Education
Berkeley College 1995 — 1997
Associate of Arts (A.A.), Business Administration
Rutherford High School 1989 — 1993
Federal Reserve Bank of New York January 2014 - Present
Central New York Regional Planning and Development Board February 2011 - September 2013
Rapid Response Monitoring January 2010 - January 2011
Institute for Private Investors November 2000 - November 2009
Appalachian Christian Village April 2000 - August 2000
Alliance Capital Management November 1998 - February 2000
JP Morgan Investment Management February 1998 - October 1998
JP Morgan & Company July 1997 - January 1998
Skills
Financial Modeling, Event Management, Administrative..., Strategic Planning, Public Speaking, Training, Event Planning, Negotiation, Management, Time Management, Human Resources
Education
Berkeley College 1995 — 1997
Associate of Arts (A.A.), Business Administration
Rutherford High School 1989 — 1993
Corrie Matthews Corrie Matthews's Alliance Capital Management Experience June 1994 - April 1996
Job Restaurants Professional
Industry Restaurants
Experience
Gilded Lily Catering March 2011 - Present
E.J. Malloy's 1999 - 2011
Alliance Capital Management June 1994 - April 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Restaurants, Social Media, Event Planning, Public Speaking, Inventory Management, Restaurant Management, Hospitality, Food & Beverage, Time Management, Food, Photoshop, Sales, Event Management, Food Service, Teamwork, Strategic Planning
Education
Kaplan University
The University of Montana
Gilded Lily Catering March 2011 - Present
E.J. Malloy's 1999 - 2011
Alliance Capital Management June 1994 - April 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Restaurants, Social Media, Event Planning, Public Speaking, Inventory Management, Restaurant Management, Hospitality, Food & Beverage, Time Management, Food, Photoshop, Sales, Event Management, Food Service, Teamwork, Strategic Planning
Education
Kaplan University
The University of Montana
Kevin Catlett Kevin Catlett's Alliance Capital Management Experience March 2005 - October 2005
Job Associate at Deiss Law PC
Industry Law Practice
Experience
Deiss Law PC September 2014 - Present
Cottonwood Legal, LLC October 2012 - September 2014
Skordas, Caston & Hyde October 2011 - April 2013
Legal Defenders Association August 2011 - April 2012
Legal Aid Society of Salt Lake May 2011 - August 2011
State of Utah, Attorney General's Office May 2010 - February 2011
Simpson Thacher & Bartlett LLP June 2007 - July 2009
Morgan Stanley Dean Witter January 2007 - April 2007
Alliance Capital Management March 2005 - October 2005
Skills
Legal Research, Westlaw, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Securities Regulation, Bankruptcy, Criminal Law, Due Diligence, Securities, Private Equity, Lexis, Courts, Appeals
Education
University of Utah S.J. Quinney College of Law
JD, Law
Columbia University in the City of New York
A.B., History
University of Otago
Study Abroad, History
Albany Academy
High School
Loomis Chaffee
High School
Deiss Law PC September 2014 - Present
Cottonwood Legal, LLC October 2012 - September 2014
Skordas, Caston & Hyde October 2011 - April 2013
Legal Defenders Association August 2011 - April 2012
Legal Aid Society of Salt Lake May 2011 - August 2011
State of Utah, Attorney General's Office May 2010 - February 2011
Simpson Thacher & Bartlett LLP June 2007 - July 2009
Morgan Stanley Dean Witter January 2007 - April 2007
Alliance Capital Management March 2005 - October 2005
Skills
Legal Research, Westlaw, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Securities Regulation, Bankruptcy, Criminal Law, Due Diligence, Securities, Private Equity, Lexis, Courts, Appeals
Education
University of Utah S.J. Quinney College of Law
JD, Law
Columbia University in the City of New York
A.B., History
University of Otago
Study Abroad, History
Albany Academy
High School
Loomis Chaffee
High School
Brian Sogluizzo's Alliance Capital Management Experience 1998 - 2000
Job Director, Regional Head, Middle Office Americas at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank January 2013 - Present
Standard Chartered Bank March 2012 - January 2013
Standard Chartered Bank February 2010 - March 2012
Merrill Lynch 2006 - 2009
BNP Paribas 2004 - 2006
TGI Office Automation 2000 - 2004
Alliance Capital Management 1998 - 2000
Warburg Pincus 1995 - 1998
Lazard Asset Management 1993 - 1995
Skills
Fixed Income, Middle Office, Operations Management, Securities Regulation, Bloomberg, Derivatives, Capital Markets, Trading, Hedge Funds, Equities, Securities, FX Options, Bonds, Asset Managment, Portfolio Management, Emerging Markets, Trading Systems, Options, Financial Markets, Investment Banking, Mutual Funds, Structured Products, Alternative Investments, Series 99, Asset Management, Finance, Financial Services, Treasury
Education
City University of New York-Brooklyn College
Standard Chartered Bank January 2013 - Present
Standard Chartered Bank March 2012 - January 2013
Standard Chartered Bank February 2010 - March 2012
Merrill Lynch 2006 - 2009
BNP Paribas 2004 - 2006
TGI Office Automation 2000 - 2004
Alliance Capital Management 1998 - 2000
Warburg Pincus 1995 - 1998
Lazard Asset Management 1993 - 1995
Skills
Fixed Income, Middle Office, Operations Management, Securities Regulation, Bloomberg, Derivatives, Capital Markets, Trading, Hedge Funds, Equities, Securities, FX Options, Bonds, Asset Managment, Portfolio Management, Emerging Markets, Trading Systems, Options, Financial Markets, Investment Banking, Mutual Funds, Structured Products, Alternative Investments, Series 99, Asset Management, Finance, Financial Services, Treasury
Education
City University of New York-Brooklyn College
Kelly A. Kurtz, CPC Kelly A. Kurtz, CPC's Alliance Capital Management Experience 1992 - 1998
Job Retirement Plan Consultant Patterson Smith Associates, LLC / Commonwealth Financial Network
Industry Financial Services
Experience
Patterson Smith Associates, LLC September 2006 - Present
Commonwealth Financial Network NJ September 2006 - Present
Preferred Pension Planning Corporation 1999 - 2006
The Copeland Companies 1998 - 1999
Alliance Capital Management 1992 - 1998
Skills
Pensions, Retirement, 401k, Defined Benefit, Employee Benefits, Retirement Planning, Retirement Plan..., ERISA, Mutual Funds, Defined Contribution, Pension Administration, TPA, Small Business, Accountants
Education
Montclair State University 1987 — 1991
BA
Patterson Smith Associates, LLC September 2006 - Present
Commonwealth Financial Network NJ September 2006 - Present
Preferred Pension Planning Corporation 1999 - 2006
The Copeland Companies 1998 - 1999
Alliance Capital Management 1992 - 1998
Skills
Pensions, Retirement, 401k, Defined Benefit, Employee Benefits, Retirement Planning, Retirement Plan..., ERISA, Mutual Funds, Defined Contribution, Pension Administration, TPA, Small Business, Accountants
Education
Montclair State University 1987 — 1991
BA
Jane Heeckt Jane Heeckt's Alliance Capital Management Experience April 1998 - May 1999
Job Owner, Acorn Paralegal Services
Industry Legal Services
Experience
Acorn Paralegal Services June 1999 - Present
Alliance Capital Management April 1998 - May 1999
Morgan Stanley Smith Barney January 1997 - March 1998
Conde Nast March 1996 - January 1997
Wachtell, Lipton, Rosen & Katz August 1995 - February 1996
Matthew Bender September 1989 - June 1995
Skills
Editing, Proofreading, Publishing, Document Preparation, Publications, Online Research, Document Drafting, Content Management, Legal Research, CMS, Office Administration
Education
New York University SCE 1994 — 1995
Diploma, Paralegal Program
Fordham University 1992 — 1994
BA, English
Glassboro State College 1983 — 1986
Voorhees High School
Acorn Paralegal Services June 1999 - Present
Alliance Capital Management April 1998 - May 1999
Morgan Stanley Smith Barney January 1997 - March 1998
Conde Nast March 1996 - January 1997
Wachtell, Lipton, Rosen & Katz August 1995 - February 1996
Matthew Bender September 1989 - June 1995
Skills
Editing, Proofreading, Publishing, Document Preparation, Publications, Online Research, Document Drafting, Content Management, Legal Research, CMS, Office Administration
Education
New York University SCE 1994 — 1995
Diploma, Paralegal Program
Fordham University 1992 — 1994
BA, English
Glassboro State College 1983 — 1986
Voorhees High School
Greg Merritt Greg Merritt's Alliance Capital Management Experience April 2004 - July 2005
Job eTrading Project Manager Capital Markets
Industry Banking
Experience
Carlisle & Gallagher Consulting Group October 2013 - Present
Bank of America May 2010 - October 2013
Bank of America July 2005 - May 2010
Alliance Capital Management April 2004 - July 2005
Fischer Francis Trees & Watts (FFTW) February 2001 - April 2004
Skills
Fixed Income, Risk Management, Banking, Financial Risk, Bloomberg, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Asset Managment, Credit, Relationship Management, Investments, Project Management, Six Sigma, Process Improvement, SharePoint, Financial Services, Leadership, Loans, Training, Settlement, Business Analysis, Strategic Planning, Asset Management, Vendor Management, Analysis, Prime Brokerage, Business Process..., Investment Banking, Derivatives, Capital Markets, SDLC, Corporate Finance, Strategic Financial..., Operational Risk, Bonds, Management, Project Planning, Finance, Securities, Cash Management, Strategy, EDI, Valuation, Credit Cards, Business Requirements, Middle Office, Back Office
Education
College of Charleston
Bachelor of Science, Business Administration
Carlisle & Gallagher Consulting Group October 2013 - Present
Bank of America May 2010 - October 2013
Bank of America July 2005 - May 2010
Alliance Capital Management April 2004 - July 2005
Fischer Francis Trees & Watts (FFTW) February 2001 - April 2004
Skills
Fixed Income, Risk Management, Banking, Financial Risk, Bloomberg, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Asset Managment, Credit, Relationship Management, Investments, Project Management, Six Sigma, Process Improvement, SharePoint, Financial Services, Leadership, Loans, Training, Settlement, Business Analysis, Strategic Planning, Asset Management, Vendor Management, Analysis, Prime Brokerage, Business Process..., Investment Banking, Derivatives, Capital Markets, SDLC, Corporate Finance, Strategic Financial..., Operational Risk, Bonds, Management, Project Planning, Finance, Securities, Cash Management, Strategy, EDI, Valuation, Credit Cards, Business Requirements, Middle Office, Back Office
Education
College of Charleston
Bachelor of Science, Business Administration
Felicia Felton Felicia Felton's Alliance Capital Management Experience January 1998 - August 2000
Job Sales and Customer Service
Industry Telecommunications
Experience
Wells Fargo August 2014 - Present
Premier Designs August 2013 - Present
T-Mobile December 2003 - August 2013
Alliance Captial Management August 2000 - December 2003
Alliance Capital Management January 1998 - August 2000
Skills
Wireless, Call Center, UMTS, GSM, Cellular Communications, Management of small..., Call Centers, Sales, Project Management, Vendor Management, Customer Service, Management, Leadership, Coaching, Customer Experience, Customer Retention, Analysis, Technical Support, Mobile Communications, Interviews, IP, 3G, Mobile Technology, Customer Satisfaction, Mobile Devices, Team Building, Training, CDMA
Education
Bennett College for Women
none, Marketing
Plainfield High School
Wells Fargo August 2014 - Present
Premier Designs August 2013 - Present
T-Mobile December 2003 - August 2013
Alliance Captial Management August 2000 - December 2003
Alliance Capital Management January 1998 - August 2000
Skills
Wireless, Call Center, UMTS, GSM, Cellular Communications, Management of small..., Call Centers, Sales, Project Management, Vendor Management, Customer Service, Management, Leadership, Coaching, Customer Experience, Customer Retention, Analysis, Technical Support, Mobile Communications, Interviews, IP, 3G, Mobile Technology, Customer Satisfaction, Mobile Devices, Team Building, Training, CDMA
Education
Bennett College for Women
none, Marketing
Plainfield High School
David Levi, CFA's Alliance Capital Management Experience 1993 - 1995
Job Managing Director, Head of Distribution
Industry Financial Services
Experience
Brookfield Investment Management April 2014 - Present
Nuveen Investments September 2009 - April 2014
AllianceBernstein 2004 - 2009
Legg Mason 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan Asset Management 1996 - 1999
Alliance Capital Management 1993 - 1995
Skills
CFA, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Asset Allocation, Equities, Series 7, Fixed Income, Investment Strategies, Investments, Portfolio Management, Wealth Management, Capital Markets, Bloomberg, Emerging Markets, Separately Managed..., Investment Management, Fund Of Funds, Financial Markets, Investor Relations, Series 24, International Sales
Education
Columbia Business School
MBA, Finance
Hamilton College
Brookfield Investment Management April 2014 - Present
Nuveen Investments September 2009 - April 2014
AllianceBernstein 2004 - 2009
Legg Mason 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan Asset Management 1996 - 1999
Alliance Capital Management 1993 - 1995
Skills
CFA, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Asset Allocation, Equities, Series 7, Fixed Income, Investment Strategies, Investments, Portfolio Management, Wealth Management, Capital Markets, Bloomberg, Emerging Markets, Separately Managed..., Investment Management, Fund Of Funds, Financial Markets, Investor Relations, Series 24, International Sales
Education
Columbia Business School
MBA, Finance
Hamilton College
Traci Ford's Alliance Capital Management Experience April 1994 - March 1996
Job Theater Manager at Bloomfield College Westminster Arts Center
Industry Entertainment
Experience
Bloomfield College July 2006 - Present
Bloomfield College 2006 - Present
Prudential Insurance Company of America April 1997 - December 2004
New Amsterdam Entertainment March 1996 - December 1996
Alliance Capital Management April 1994 - March 1996
Skills
compose press releases, create/market brands, Customer Relations, Composition, Final Cut Pro, Press Releases, Photography, Mac, Entertainment, Film, Customer Service, Music, Advertising, Social Media, Adobe Creative Suite, Marketing, Film Production, Illustrator, Public Relations, Social Media Marketing, Photoshop, Editing, Creative Writing, Video, Video Editing, Video Production, Proofreading, Copywriting, Theatre, Event Planning, Screenwriting, Blogging, Writing
Education
Digital Film Academy 2006 — 2007
Filmmaking, Video editing certification
Bloomfield College 1998 — 2003
BA, Media/Communications/Eng Lit
Bloomfield College 1998 — 2003
BA, IDS; Media Studies/Communications
Bloomfield College 1998 — 2003
BA, Communications/Media Studies
Bloomfield College July 2006 - Present
Bloomfield College 2006 - Present
Prudential Insurance Company of America April 1997 - December 2004
New Amsterdam Entertainment March 1996 - December 1996
Alliance Capital Management April 1994 - March 1996
Skills
compose press releases, create/market brands, Customer Relations, Composition, Final Cut Pro, Press Releases, Photography, Mac, Entertainment, Film, Customer Service, Music, Advertising, Social Media, Adobe Creative Suite, Marketing, Film Production, Illustrator, Public Relations, Social Media Marketing, Photoshop, Editing, Creative Writing, Video, Video Editing, Video Production, Proofreading, Copywriting, Theatre, Event Planning, Screenwriting, Blogging, Writing
Education
Digital Film Academy 2006 — 2007
Filmmaking, Video editing certification
Bloomfield College 1998 — 2003
BA, Media/Communications/Eng Lit
Bloomfield College 1998 — 2003
BA, IDS; Media Studies/Communications
Bloomfield College 1998 — 2003
BA, Communications/Media Studies
Anne Sorensen Anne Sorensen's Alliance Capital Management Experience January 1998 - January 1999
Job Senior Portfolio Manager at Bremer Asset Management
Industry Financial Services
Experience
Bremer Asset Management January 2013 - Present
US Bank January 1999 - January 2013
Alliance Capital Management January 1998 - January 1999
CH Brown and Company January 1997 - January 1998
First Commerce Bancshares January 1988 - January 1997
Skills
Portfolio Management, Asset Management, Asset Allocation, Asset Managment, Fixed Income, Equities, Private Banking, Banking, Strategic Financial..., Wealth, Financial Analysis, Investments, Investment Management, Alternative Investments, Loans, Mutual Funds, Bonds, Capital Markets, Wealth Management, High Net Worth..., Finance, Economics, Wealth Management..., Securities
Education
Oxford University
Doctor of Philosophy (Ph.D.)
University of Utah - David Eccles School of Business
MBA
University of Wales, Bangor
BSc;
Bremer Asset Management January 2013 - Present
US Bank January 1999 - January 2013
Alliance Capital Management January 1998 - January 1999
CH Brown and Company January 1997 - January 1998
First Commerce Bancshares January 1988 - January 1997
Skills
Portfolio Management, Asset Management, Asset Allocation, Asset Managment, Fixed Income, Equities, Private Banking, Banking, Strategic Financial..., Wealth, Financial Analysis, Investments, Investment Management, Alternative Investments, Loans, Mutual Funds, Bonds, Capital Markets, Wealth Management, High Net Worth..., Finance, Economics, Wealth Management..., Securities
Education
Oxford University
Doctor of Philosophy (Ph.D.)
University of Utah - David Eccles School of Business
MBA
University of Wales, Bangor
BSc;
Cristian Fuente, SFP Cristian Fuente, SFP's Alliance Capital Management Experience January 1996 - January 2002
Job Facilities Space Planning/Project Management/Change Management/Support Management at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2002 - Present
Alliance Capital Management January 1996 - January 2002
New York City Technical College October 1992 - January 1996
Skills
Asset Managment, Facilities Management, Space-planning, Space Management, Customer Service, Client Liaison, Risk Management, Portfolio Management, Space planning, Asset Management, Project Management, Process Scheduler, Forecasting, Process Improvement, Data Analysis, Leadership, Analysis, Security, Change Management, Corporate Real Estate, Strategy, Budgets, Construction, Management, Strategic Planning, Contract Negotiation, Contract Management, Project Planning, Space Planning
Education
IFMA 2014 — 2015
Facility Management Professional
IFMA 2013 — 2014
Sustainable Facility Professional
onlc
ITIL 2011 Foundation Certification in IT Service Management
NYU 2001 — 2002
Certificate in Facilities Management, Facilities Planning and Management
Pratt Institute 1989 — 1992
Bachelor, Architecture
City University of New York City College 1986 — 1989
AAS, Architectural Technology
Thomas Edison State College
MS, Management
AllianceBernstein January 2002 - Present
Alliance Capital Management January 1996 - January 2002
New York City Technical College October 1992 - January 1996
Skills
Asset Managment, Facilities Management, Space-planning, Space Management, Customer Service, Client Liaison, Risk Management, Portfolio Management, Space planning, Asset Management, Project Management, Process Scheduler, Forecasting, Process Improvement, Data Analysis, Leadership, Analysis, Security, Change Management, Corporate Real Estate, Strategy, Budgets, Construction, Management, Strategic Planning, Contract Negotiation, Contract Management, Project Planning, Space Planning
Education
IFMA 2014 — 2015
Facility Management Professional
IFMA 2013 — 2014
Sustainable Facility Professional
onlc
ITIL 2011 Foundation Certification in IT Service Management
NYU 2001 — 2002
Certificate in Facilities Management, Facilities Planning and Management
Pratt Institute 1989 — 1992
Bachelor, Architecture
City University of New York City College 1986 — 1989
AAS, Architectural Technology
Thomas Edison State College
MS, Management
Christopher Borghi Christopher Borghi's Alliance Capital Management Experience 1994 - 1996
Job MD, Chief Technology Officer
Industry Investment Management
Experience
Canyon Partners, LLC 2006 - Present
Integrated Finance Limited 2004 - 2006
Western Asset Management 2003 - 2004
JP Morgan Chase 2001 - 2003
Credit Suisse First Boston 2000 - 2001
Moore Capital Management 1996 - 2000
Alliance Capital Management 1994 - 1996
Salomon Brothers 1989 - 1994
IIT Research Institute 1988 - 1989
Purolator Courier 1987 - 1988
Skills
Enterprise Architecture, Trading Systems, Cybersecurity, Software Development, Portfolio Management, IT Transformation, Electronic Trading, Operational Risk..., Credit Derivatives, Business Intelligence, Hedge Funds, IT Strategy, Disaster Recovery, Risk Management, Vendor Management, Data Center, Alternative Investments, Virtualization, Trading, Project Management, Fixed Income, Equities, Team Building, Management, Agile Methodologies, Private Equity, Organizational..., Investment Banking, Mutual Funds, Financial Services, Capital Markets, Salesforce.com, IT Operations, Business Relationship..., Data Warehousing, Quantitative Analytics, Thought Leadership, Integration, Business Process..., Legal Compliance, Operational Due..., Strategic Planning, Market Data, Telecommunications, Mergers & Acquisitions, Data Network Design, Cloud Computing, Product Management, Information Technology, Technology
Education
Ithaca College 1982 — 1987
BA, Computer Science
Canyon Partners, LLC 2006 - Present
Integrated Finance Limited 2004 - 2006
Western Asset Management 2003 - 2004
JP Morgan Chase 2001 - 2003
Credit Suisse First Boston 2000 - 2001
Moore Capital Management 1996 - 2000
Alliance Capital Management 1994 - 1996
Salomon Brothers 1989 - 1994
IIT Research Institute 1988 - 1989
Purolator Courier 1987 - 1988
Skills
Enterprise Architecture, Trading Systems, Cybersecurity, Software Development, Portfolio Management, IT Transformation, Electronic Trading, Operational Risk..., Credit Derivatives, Business Intelligence, Hedge Funds, IT Strategy, Disaster Recovery, Risk Management, Vendor Management, Data Center, Alternative Investments, Virtualization, Trading, Project Management, Fixed Income, Equities, Team Building, Management, Agile Methodologies, Private Equity, Organizational..., Investment Banking, Mutual Funds, Financial Services, Capital Markets, Salesforce.com, IT Operations, Business Relationship..., Data Warehousing, Quantitative Analytics, Thought Leadership, Integration, Business Process..., Legal Compliance, Operational Due..., Strategic Planning, Market Data, Telecommunications, Mergers & Acquisitions, Data Network Design, Cloud Computing, Product Management, Information Technology, Technology
Education
Ithaca College 1982 — 1987
BA, Computer Science
Frank Quatela's Alliance Capital Management Experience April 2004 - July 2004
Job Windows Engineer / Project Manager (Independent Contractor) at Liquid Holdings Group, Inc.
Industry Information Technology and Services
Experience
Liquid Holdings Group, Inc. July 2013 - Present
RBS Greenwich Capital August 2012 - May 2013
RedcatsUSA March 2010 - August 2012
Thomson Reuters August 2009 - March 2010
Con Edison May 2009 - August 2009
DOITT (Department of Information Technology and Telecommunication) July 2007 - January 2009
UBS Investment Bank July 2006 - July 2007
Merrill Lynch December 2004 - July 2006
J.P. Morgan July 2004 - December 2004
Alliance Capital Management April 2004 - July 2004
Skills
Servers, Active Directory, Windows Server, Disaster Recovery, VMware, Troubleshooting, Microsoft Certified..., Windows 7, SQL, Data Center, Technical Support, Windows Server 2008, TCP/IP, Unix, Vendor Management, Windows Server 2003
Education
Adelphi University
Masters, MBA (Masters of Business Administration)
New York Institute of Technology
Bachelors, Computer Science
Liquid Holdings Group, Inc. July 2013 - Present
RBS Greenwich Capital August 2012 - May 2013
RedcatsUSA March 2010 - August 2012
Thomson Reuters August 2009 - March 2010
Con Edison May 2009 - August 2009
DOITT (Department of Information Technology and Telecommunication) July 2007 - January 2009
UBS Investment Bank July 2006 - July 2007
Merrill Lynch December 2004 - July 2006
J.P. Morgan July 2004 - December 2004
Alliance Capital Management April 2004 - July 2004
Skills
Servers, Active Directory, Windows Server, Disaster Recovery, VMware, Troubleshooting, Microsoft Certified..., Windows 7, SQL, Data Center, Technical Support, Windows Server 2008, TCP/IP, Unix, Vendor Management, Windows Server 2003
Education
Adelphi University
Masters, MBA (Masters of Business Administration)
New York Institute of Technology
Bachelors, Computer Science
Tara Yeager Tara Yeager's Alliance Capital Management Experience 1995 - 1999
Job Health Improvement Manager at Cigna
Industry Health, Wellness and Fitness
Experience
Foresight Wellness Solutions September 2010 - November 2014
Advisen August 2007 - February 2011
Evergreen Real Estate Investors Corp 2004 - 2007
Petner Asset Management, LLC 2001 - January 2002
Alliance Capital Management, LP 1999 - 2001
Alliance Capital Management 1995 - 1999
Fred Alger Management Corporation 1990 - 1995
Chase Investors Management Corp 1989 - 1990
Skills
Fundraising, Strategic Thinking, Leadership, Start-ups, Strategic Planning, Strategy, Entrepreneurship, Solution-driven, Program Management, Microsoft Office, Microsoft Excel, Project Management, Program Coordination, Non-profit Leadership, Equity Research, Client Services
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
University of Vermont
BS, Finance
New York University 2004 — 2009
Real Estate Investment and Development
National Wellness Institute 2011 — 2011
Certified Worksite Wellness Specialist
Institute for Integrative Nutrition 2010 — 2010
Health Coach Certification, Health and Wellness
University of Wisconsin-Madison - School of Business
Finance
Wheatley
Foresight Wellness Solutions September 2010 - November 2014
Advisen August 2007 - February 2011
Evergreen Real Estate Investors Corp 2004 - 2007
Petner Asset Management, LLC 2001 - January 2002
Alliance Capital Management, LP 1999 - 2001
Alliance Capital Management 1995 - 1999
Fred Alger Management Corporation 1990 - 1995
Chase Investors Management Corp 1989 - 1990
Skills
Fundraising, Strategic Thinking, Leadership, Start-ups, Strategic Planning, Strategy, Entrepreneurship, Solution-driven, Program Management, Microsoft Office, Microsoft Excel, Project Management, Program Coordination, Non-profit Leadership, Equity Research, Client Services
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
University of Vermont
BS, Finance
New York University 2004 — 2009
Real Estate Investment and Development
National Wellness Institute 2011 — 2011
Certified Worksite Wellness Specialist
Institute for Integrative Nutrition 2010 — 2010
Health Coach Certification, Health and Wellness
University of Wisconsin-Madison - School of Business
Finance
Wheatley
Effie Morchi Effie Morchi's Alliance Capital Management Experience 2001 - 2002
Job Sr. Recruiter/Account Manager at Helius LLC
Industry Staffing and Recruiting
Experience
Helius LLC March 2012 - January 2014
Samuel Field YM/YWHA 2007 - 2012
Eden Technologies 2005 - 2007
Lehman Brothers 2004 - 2005
Altria 2004 - 2004
Societe Generale 2003 - 2004
JPMorgan Chase 2002 - 2003
Alliance Capital Management 2001 - 2002
Alliance Capital Management 1999 - 2001
Value Line 1998 - 1999
Skills
Technical Recruiting, Internet Recruiting, Contract Recruitment, Talent Acquisition, Sourcing, Interviewing, Telephone Interviewing, Interview Preparation, Qualifying Candidates, Candidate Marketing, Passive Candidate..., Contract Negotiation, Closing Candidates, Temporary Staffing, Problem Solving, Project Planning, Project Coordination, Process Improvement, Permanent Placement, Permanent Staffing, Social Networking, Interviews, Technical Support, Screening Resumes, HRIS, Staffing Services, Applicant Tracking..., Networking, HR Consulting, Leadership, SharePoint, Recruiting, SDLC, Benefits Negotiation, Vendor Management, Integration, Resource Management, Screening, IT Recruitment, Resume Writing, Hiring, Information Technology, Staff Augmentation, Recruitment Advertising, Onboarding, PeopleSoft, Temporary Placement, Executive Search, Cold Calling, Human Resources
Education
City University of New York-Brooklyn College
BS, Psychology
Helius LLC March 2012 - January 2014
Samuel Field YM/YWHA 2007 - 2012
Eden Technologies 2005 - 2007
Lehman Brothers 2004 - 2005
Altria 2004 - 2004
Societe Generale 2003 - 2004
JPMorgan Chase 2002 - 2003
Alliance Capital Management 2001 - 2002
Alliance Capital Management 1999 - 2001
Value Line 1998 - 1999
Skills
Technical Recruiting, Internet Recruiting, Contract Recruitment, Talent Acquisition, Sourcing, Interviewing, Telephone Interviewing, Interview Preparation, Qualifying Candidates, Candidate Marketing, Passive Candidate..., Contract Negotiation, Closing Candidates, Temporary Staffing, Problem Solving, Project Planning, Project Coordination, Process Improvement, Permanent Placement, Permanent Staffing, Social Networking, Interviews, Technical Support, Screening Resumes, HRIS, Staffing Services, Applicant Tracking..., Networking, HR Consulting, Leadership, SharePoint, Recruiting, SDLC, Benefits Negotiation, Vendor Management, Integration, Resource Management, Screening, IT Recruitment, Resume Writing, Hiring, Information Technology, Staff Augmentation, Recruitment Advertising, Onboarding, PeopleSoft, Temporary Placement, Executive Search, Cold Calling, Human Resources
Education
City University of New York-Brooklyn College
BS, Psychology
Al Stern, CPA Al Stern, CPA's Alliance Capital Management Experience September 1988 - March 1994
Job VP, Senior Tax Accountant at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein LP March 1994 - Present
Alliance Capital Management September 1988 - March 1994
Education
City University of New York-Baruch College 1992 — 1994
M.S. Taxation, Tax
Saint Peter's University
B.S, Accounting
AllianceBernstein LP March 1994 - Present
Alliance Capital Management September 1988 - March 1994
Education
City University of New York-Baruch College 1992 — 1994
M.S. Taxation, Tax
Saint Peter's University
B.S, Accounting
Timothy Pettee's Alliance Capital Management Experience 1990 - 1998
Job Chief Investment Strategist and Lead Portfolio Manager of Rules Based Funds at SunAmerica Asset Management
Industry Financial Services
Experience
SunAmerica Asset Management Corp. 2013 - Present
Triple Negative Breast Cancer Foundation 2013 - 2015
Triple Negative Breast Cancer Foundation 2013 - 2015
SunAmerica Asset Management Corp 2003 - 2013
Schroders Investment Management 2000 - 2002
U S Trust Company 1998 - 2000
Alliance Capital Management 1990 - 1998
Skills
Asset Allocation, Portfolio Management, Compensation, Mutual Funds, Asset Management, Investments, Research
Education
Boston University 1977 — 1980
B. A., Economics
SunAmerica Asset Management Corp. 2013 - Present
Triple Negative Breast Cancer Foundation 2013 - 2015
Triple Negative Breast Cancer Foundation 2013 - 2015
SunAmerica Asset Management Corp 2003 - 2013
Schroders Investment Management 2000 - 2002
U S Trust Company 1998 - 2000
Alliance Capital Management 1990 - 1998
Skills
Asset Allocation, Portfolio Management, Compensation, Mutual Funds, Asset Management, Investments, Research
Education
Boston University 1977 — 1980
B. A., Economics
Henry Hank Schulthesz Henry Hank Schulthesz's Alliance Capital Management Experience 1999 - 2002
Job Leader in Professional Development for Financial Services Distribution
Industry Professional Training & Coaching
Experience
North Pointe Partners, LLC June 2014 - Present
Sequoia System International 2004 - 2014
Excelerated Learning LLC 2002 - 2014
Alliance Capital Management 1999 - 2002
Kemper Financial Services 1983 - 1998
Skills
Change Management, Public Speaking, Sales Management, New Business Development, Team Building, Planning, Coaching, Customer Relations, Consultative Selling, Business Planning, Marketing Strategy, Staff Development, Management, Insurance, Project Planning, Customer Service, Management Consulting, Strategy, Strategic Planning, Financial Services, Selling, Sales, Leadership, Business Development, Executive Management
Education
Bradley University 1975 — 1979
Bachelor of Science, Business Management and Administration
North Pointe Partners, LLC June 2014 - Present
Sequoia System International 2004 - 2014
Excelerated Learning LLC 2002 - 2014
Alliance Capital Management 1999 - 2002
Kemper Financial Services 1983 - 1998
Skills
Change Management, Public Speaking, Sales Management, New Business Development, Team Building, Planning, Coaching, Customer Relations, Consultative Selling, Business Planning, Marketing Strategy, Staff Development, Management, Insurance, Project Planning, Customer Service, Management Consulting, Strategy, Strategic Planning, Financial Services, Selling, Sales, Leadership, Business Development, Executive Management
Education
Bradley University 1975 — 1979
Bachelor of Science, Business Management and Administration
Matthew McCracken's Alliance Capital Management Experience 2004 - 2006
Job Project Manager at The Bern Companies, Inc
Industry Construction
Experience
The Bern Companies, Inc 2006 - Present
Alliance Capital Management 2004 - 2006
Gensler 2004 - 2004
The Hillier Group 2000 - 2004
Education
Ball State University 1992 — 1996
The Bern Companies, Inc 2006 - Present
Alliance Capital Management 2004 - 2006
Gensler 2004 - 2004
The Hillier Group 2000 - 2004
Education
Ball State University 1992 — 1996
Gina Toth Gina Toth's Alliance Capital Management Experience October 2000 - April 2005
Job Executive Director, Portfolio Manager at UBS Global Asset Management
Industry Investment Management
Experience
AllianceBernstein December 2010 - February 2012
AllianceBernstein Australia Ltd. June 2007 - December 2010
Alliance Capital Asset Management Limited April 2005 - May 2007
Alliance Capital Management October 2000 - April 2005
Sanford C. Bernstein September 1993 - October 2000
MetLife August 1991 - August 1993
Skills
Fixed Income, Equities, Currency, Investment Strategies, Alternative Investments, Portfolio Management, Asset Managment, Asset Allocation, Investments, Bonds, Portfolio Optimization, Insurance Asset..., Defined Benefit, Credit Derivatives, Derivatives, Real Assets, Marketing Communications, Marketing Strategy, Product Development, Communication, Building Relationships, Pension Funds, Structured Products, Capital Markets, Mutual Funds, Asset Management
Education
Chartered Financial Analyst 1996 — 1998
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA
University of Michigan 1982 — 1986
B.S. with high honors
AllianceBernstein December 2010 - February 2012
AllianceBernstein Australia Ltd. June 2007 - December 2010
Alliance Capital Asset Management Limited April 2005 - May 2007
Alliance Capital Management October 2000 - April 2005
Sanford C. Bernstein September 1993 - October 2000
MetLife August 1991 - August 1993
Skills
Fixed Income, Equities, Currency, Investment Strategies, Alternative Investments, Portfolio Management, Asset Managment, Asset Allocation, Investments, Bonds, Portfolio Optimization, Insurance Asset..., Defined Benefit, Credit Derivatives, Derivatives, Real Assets, Marketing Communications, Marketing Strategy, Product Development, Communication, Building Relationships, Pension Funds, Structured Products, Capital Markets, Mutual Funds, Asset Management
Education
Chartered Financial Analyst 1996 — 1998
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA
University of Michigan 1982 — 1986
B.S. with high honors
Bobbie Turner Bobbie Turner's Alliance Capital Management Experience 2002 - 2003
Job Experienced Freelance Writing for the Asset Management Industry
Industry Writing and Editing
Experience
Bobbie Turner Consulting July 2001 - Present
Bear Stearns Asset Management 2001 - 2008
Alliance Capital Management 2002 - 2003
Citigroup Asset Management 1999 - 2001
The Chase Manhattan Bank January 1997 - December 1998
Skills
Investments, Writing, Financial Services, Investment Management, Hedge Funds, Fixed Income, Marketing, Financial Markets, Alternative Investments, Editing, Finance, Investor Relations, Mutual Funds, Capital Markets, FINRA, Strategy, Marketing Strategy
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Finance, Marketing
Bucknell University 1984 — 1988
BA, Economics
Bobbie Turner Consulting July 2001 - Present
Bear Stearns Asset Management 2001 - 2008
Alliance Capital Management 2002 - 2003
Citigroup Asset Management 1999 - 2001
The Chase Manhattan Bank January 1997 - December 1998
Skills
Investments, Writing, Financial Services, Investment Management, Hedge Funds, Fixed Income, Marketing, Financial Markets, Alternative Investments, Editing, Finance, Investor Relations, Mutual Funds, Capital Markets, FINRA, Strategy, Marketing Strategy
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Finance, Marketing
Bucknell University 1984 — 1988
BA, Economics
Blaise D'Ambrosio Blaise D'Ambrosio's Alliance Capital Management Experience 2001 - 2002
Job
Industry Financial Services
Experience
T. Rowe Price Associates, Inc. 2002 - Present
Alliance Capital Management 2001 - 2002
UBS 1994 - 2001
Bank of New York Mellon 1988 - 1993
Macy's Merchandising Group 1987 - 1988
Telerate Systems 1986 - 1987
Skills
Business Continuity, Risk Management, Mutual Funds, Governance, Vendor Management, Business Continuity..., Financial Services, Program Management, Disaster Recovery, Project Management, Business Analysis, IT Strategy
Education
Boston University Questrom School of Business 1993 — 1994
MS
Fordham Gabelli School of Business 1989 — 1991
MBA
Fairleigh Dickinson University 1982 — 1986
BS
T. Rowe Price Associates, Inc. 2002 - Present
Alliance Capital Management 2001 - 2002
UBS 1994 - 2001
Bank of New York Mellon 1988 - 1993
Macy's Merchandising Group 1987 - 1988
Telerate Systems 1986 - 1987
Skills
Business Continuity, Risk Management, Mutual Funds, Governance, Vendor Management, Business Continuity..., Financial Services, Program Management, Disaster Recovery, Project Management, Business Analysis, IT Strategy
Education
Boston University Questrom School of Business 1993 — 1994
MS
Fordham Gabelli School of Business 1989 — 1991
MBA
Fairleigh Dickinson University 1982 — 1986
BS
Sean McCooe Sean McCooe's Alliance Capital Management Experience October 1984 - 1985
Job Managing Partner at McCooe & Associates
Industry Staffing and Recruiting
Experience
Fordham University North NJ Alumni Chapter June 2009 - Present
McCooe & Associates September 1991 - Present
LEADERSHIP NEW JERSEY 2000 - 2001
ITAC - Fast Trac Fellow January 1999 - December 1999
General Consult , SA May 1990 - June 1991
Beragen Construction 1988 - 1990
S. DiGiacomo& Sons 1985 - 1987
Alliance Capital Management October 1984 - 1985
Skills
Social Networking, Fundraising, Career Management, Life Sciences, Healthcare, Medical Technology, Specialty Chemicals, Venture Capital, Entrepreneurship, Technology Transfer, Research, Licensing, Intellectual Property, Start-ups, Entrepreneur, Strategy Development, Strategic Partnerships, Technology Development, New Business Development, Medical Devices, International Business, Technology..., Patents, Talent Acquisition, Career Services, Career Paths, Direct Recruiting, Job Description..., Strategy, Commercialization, Lifesciences, Due Diligence, Executive Search, Biotechnology, Career Counseling, Program Management, Organizational..., Recruiting, Business Development, Job Descriptions, Management, R&D, Joint Ventures, Contract Negotiation, Corporate Development, Leadership, Private Equity, Innovation Management, Business Strategy, Technology Evaluation
Education
Fordham University 1980 — 1984
BA
Bergen Catholic 1976 — 1980
High School
Our Lady of Mount Carmel 1968 — 1976
Fordham University North NJ Alumni Chapter June 2009 - Present
McCooe & Associates September 1991 - Present
LEADERSHIP NEW JERSEY 2000 - 2001
ITAC - Fast Trac Fellow January 1999 - December 1999
General Consult , SA May 1990 - June 1991
Beragen Construction 1988 - 1990
S. DiGiacomo& Sons 1985 - 1987
Alliance Capital Management October 1984 - 1985
Skills
Social Networking, Fundraising, Career Management, Life Sciences, Healthcare, Medical Technology, Specialty Chemicals, Venture Capital, Entrepreneurship, Technology Transfer, Research, Licensing, Intellectual Property, Start-ups, Entrepreneur, Strategy Development, Strategic Partnerships, Technology Development, New Business Development, Medical Devices, International Business, Technology..., Patents, Talent Acquisition, Career Services, Career Paths, Direct Recruiting, Job Description..., Strategy, Commercialization, Lifesciences, Due Diligence, Executive Search, Biotechnology, Career Counseling, Program Management, Organizational..., Recruiting, Business Development, Job Descriptions, Management, R&D, Joint Ventures, Contract Negotiation, Corporate Development, Leadership, Private Equity, Innovation Management, Business Strategy, Technology Evaluation
Education
Fordham University 1980 — 1984
BA
Bergen Catholic 1976 — 1980
High School
Our Lady of Mount Carmel 1968 — 1976
Irene Egan Irene Egan's Alliance Capital Management Experience April 1986 - May 1995
Job
Industry Hospital & Health Care
Experience
jersey city medical ctr occupational therapistjersey city school systemSeptember 1999 - Present
Alliance Capital Management April 1986 - May 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
Dominican College of Blauvelt 2000 — 2004
Master in Science, Occupational Therapy/Therapist
Montclair State University 1993 — 1995
Pre-requisite nursing courses
jersey city medical ctr occupational therapistjersey city school systemSeptember 1999 - Present
Alliance Capital Management April 1986 - May 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
Dominican College of Blauvelt 2000 — 2004
Master in Science, Occupational Therapy/Therapist
Montclair State University 1993 — 1995
Pre-requisite nursing courses
Brendan J. McDonald Brendan J. McDonald's Alliance Capital Management Experience September 1993 - December 1997
Job Regional Vice President at Touchstone Investments
Industry Investment Management
Experience
Touchstone Investments November 2014 - Present
Wells Fargo Funds Distributors January 2010 - October 2014
Evergreen Investments June 2007 - January 2010
Mainstay Investments August 2005 - June 2007
Dreyfus April 2004 - July 2005
Goldman Sachs Asset Management 1997 - 2003
Alliance Capital Management September 1993 - December 1997
Skills
Alternative Investments, Mutual Funds, Series 7, Series 63, Public Speaking, New Business Development, Securities, Investments, Sales Management, Management, Wealth Management, Strategy, Asset Allocation, Separately Managed..., Financial Services, Relationship Management
Education
Marist College 1987 — 1991
BA, History
Touchstone Investments November 2014 - Present
Wells Fargo Funds Distributors January 2010 - October 2014
Evergreen Investments June 2007 - January 2010
Mainstay Investments August 2005 - June 2007
Dreyfus April 2004 - July 2005
Goldman Sachs Asset Management 1997 - 2003
Alliance Capital Management September 1993 - December 1997
Skills
Alternative Investments, Mutual Funds, Series 7, Series 63, Public Speaking, New Business Development, Securities, Investments, Sales Management, Management, Wealth Management, Strategy, Asset Allocation, Separately Managed..., Financial Services, Relationship Management
Education
Marist College 1987 — 1991
BA, History
Chris Toub Chris Toub's Alliance Capital Management Experience 1992 - 2004
Job Director of Equities at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein January 1992 - Present
AllianceBernstein Limited April 2005 - June 2009
Alliance Capital Management 1992 - 2004
Marcus Schloss & Co December 1989 - May 1992
Bear Stearns August 1987 - December 1989
JP Morgan June 1982 - July 1985
Skills
Equities, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Series 63, Series 7
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Williams College 1978 — 1982
BA, Economics, Political Science
AllianceBernstein January 1992 - Present
AllianceBernstein Limited April 2005 - June 2009
Alliance Capital Management 1992 - 2004
Marcus Schloss & Co December 1989 - May 1992
Bear Stearns August 1987 - December 1989
JP Morgan June 1982 - July 1985
Skills
Equities, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Series 63, Series 7
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Williams College 1978 — 1982
BA, Economics, Political Science
Michael Tobin's Alliance Capital Management Experience December 1996 - April 2003
Job Western Divisional Sales Manager at Hartford Funds
Industry Financial Services
Experience
LPL Financial October 2010 - June 2013
Invesco Ltd. June 2010 - October 2010
Morgan Stanley Investment Management April 2003 - June 2010
Alliance Capital Management December 1996 - April 2003
Skills
Sales, Series 24, 401k, Apparel, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Wealth Management, Asset Management, Securities, Investment Advisory
Education
Boston College 1985 — 1989
Bachelor of Science (B.S.), Finance, General
LPL Financial October 2010 - June 2013
Invesco Ltd. June 2010 - October 2010
Morgan Stanley Investment Management April 2003 - June 2010
Alliance Capital Management December 1996 - April 2003
Skills
Sales, Series 24, 401k, Apparel, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Wealth Management, Asset Management, Securities, Investment Advisory
Education
Boston College 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Jennifer Laughlin Jennifer Laughlin's Alliance Capital Management Experience February 1998 - January 2000
Job Sales & Marketing at Shinnecock Partners L.P.
Industry Financial Services
Experience
Shinnecock Partners July 2014 - Present
Shinnecock Partners June 2008 - Present
CCSC Sports May 2013 - Present
CCSC Sports May 2011 - May 2013
Independent Project Consultant April 2003 - July 2007
UBS June 2001 - March 2003
MWW Group July 2000 - January 2001
Alliance Capital Management February 1998 - January 2000
Skills
Investments, Hedge Funds, Trading, Equities, Asset Managment, Equity Trading, Office Management, Accounting/Bookkeeping, Investor Relations, Client Services, Event Planning, Social Media, Office Administration, Facilities Management, Sales, Personal Assistant, Securities, Mutual Funds, Asset Management
Education
The London School of Economics and Political Science (LSE) 1996 — 1997
Diploma, Finance and Accounting
Denison University 1990 — 1994
BA, Economics
Greenwich Academy 1986 — 1990
UCLA Extension 2009 — 2010
Accounting
NYU School for Continuing and Professional Studies 2003 — 2004
Courses in Conference Meeting Planning
Shinnecock Partners July 2014 - Present
Shinnecock Partners June 2008 - Present
CCSC Sports May 2013 - Present
CCSC Sports May 2011 - May 2013
Independent Project Consultant April 2003 - July 2007
UBS June 2001 - March 2003
MWW Group July 2000 - January 2001
Alliance Capital Management February 1998 - January 2000
Skills
Investments, Hedge Funds, Trading, Equities, Asset Managment, Equity Trading, Office Management, Accounting/Bookkeeping, Investor Relations, Client Services, Event Planning, Social Media, Office Administration, Facilities Management, Sales, Personal Assistant, Securities, Mutual Funds, Asset Management
Education
The London School of Economics and Political Science (LSE) 1996 — 1997
Diploma, Finance and Accounting
Denison University 1990 — 1994
BA, Economics
Greenwich Academy 1986 — 1990
UCLA Extension 2009 — 2010
Accounting
NYU School for Continuing and Professional Studies 2003 — 2004
Courses in Conference Meeting Planning
Barry Liu Barry Liu's Alliance Capital Management Experience January 2001 - January 2003
Job Managing Principal at Summit Group Associate LLC
Industry Real Estate
Experience
Summit Group Associate LLC October 2007 - Present
TEKsystems March 2012 - April 2015
Standard & Poor's June 2011 - March 2012
CDW June 2010 - July 2011
TEKsystems June 2010 - May 2011
AllianceBernstein January 2003 - October 2009
Alliance Capital Management January 2001 - January 2003
JPMorgan Chase January 1998 - January 2001
Prudential Securities June 1997 - January 1998
Skills
Application Packaging, MSI, SCCM, App-V, Windows 7, Active Directory, Group Policy, Deployment, Desktop Support, VBScript, Operating Systems, XP, Troubleshooting, VMware, TCP/IP, DHCP, Software Installation, Scripting, Automation, IT Management, System Deployment, ITIL, IIS, Technical Support, Microsoft SQL Server, Windows Server, Virtualization, Unix, Visio, Disaster Recovery, Servers, Citrix, VMware ESX, Data Center, Team Management, Cross-functional Team..., Business Analysis, SharePoint, Microsoft Exchange, Enterprise Software, DNS, IT Operations, Blackberry Enterprise..., Powershell, System Administration, MDT, Hyper-V, Information Technology, Microsoft Technologies, SAN
Education
City University of New York-Baruch College 1994 — 1998
Summit Group Associate LLC October 2007 - Present
TEKsystems March 2012 - April 2015
Standard & Poor's June 2011 - March 2012
CDW June 2010 - July 2011
TEKsystems June 2010 - May 2011
AllianceBernstein January 2003 - October 2009
Alliance Capital Management January 2001 - January 2003
JPMorgan Chase January 1998 - January 2001
Prudential Securities June 1997 - January 1998
Skills
Application Packaging, MSI, SCCM, App-V, Windows 7, Active Directory, Group Policy, Deployment, Desktop Support, VBScript, Operating Systems, XP, Troubleshooting, VMware, TCP/IP, DHCP, Software Installation, Scripting, Automation, IT Management, System Deployment, ITIL, IIS, Technical Support, Microsoft SQL Server, Windows Server, Virtualization, Unix, Visio, Disaster Recovery, Servers, Citrix, VMware ESX, Data Center, Team Management, Cross-functional Team..., Business Analysis, SharePoint, Microsoft Exchange, Enterprise Software, DNS, IT Operations, Blackberry Enterprise..., Powershell, System Administration, MDT, Hyper-V, Information Technology, Microsoft Technologies, SAN
Education
City University of New York-Baruch College 1994 — 1998
Sheila Lamb Sheila Lamb's Alliance Capital Management Experience April 1990 - February 1997
Job Head of Institutional Marketing at Prudential Fixed Income
Industry Financial Services
Experience
Prudential Fixed Income February 2011 - Present
Clearbrook Financial November 2008 - January 2011
Hartford Investment Management October 2006 - March 2008
BlackRock September 2005 - September 2006
Columbia Management February 2002 - August 2005
Credit Suisse July 1999 - February 2002
Donaldson, Lufkin & Jenrette July 1999 - February 2002
Alliance Capital Management April 1990 - February 1997
Integrated Resources September 1985 - December 1989
Skills
Mutual Funds, Asset Managment, Hedge Funds, Investments, Fixed Income, Equities, Asset Allocation, Financial Services, Investment Management, Institutional Marketing
Education
Manhattanville College 1981 — 1983
BA, International Studies
Prudential Fixed Income February 2011 - Present
Clearbrook Financial November 2008 - January 2011
Hartford Investment Management October 2006 - March 2008
BlackRock September 2005 - September 2006
Columbia Management February 2002 - August 2005
Credit Suisse July 1999 - February 2002
Donaldson, Lufkin & Jenrette July 1999 - February 2002
Alliance Capital Management April 1990 - February 1997
Integrated Resources September 1985 - December 1989
Skills
Mutual Funds, Asset Managment, Hedge Funds, Investments, Fixed Income, Equities, Asset Allocation, Financial Services, Investment Management, Institutional Marketing
Education
Manhattanville College 1981 — 1983
BA, International Studies
Patrick J. Farrell's Alliance Capital Management Experience April 1988 - April 1996
Job Chief Financial Officer at StoneCastle Partners, LLC
Industry Investment Management
Experience
StoneCastle Partners, LLC February 2014 - Present
Emerging Managers Group, LP February 2009 - February 2014
Reserve Management February 2006 - February 2009
New York Life Investment Management April 1996 - June 2005
Alliance Capital Management April 1988 - April 1996
Drexel Burnham Lambert May 1986 - April 1988
Lexington Management Corporation October 1983 - May 1986
Peat Marwick Mitchell & Co. September 1981 - October 1983
Skills
Money Market, Mutual Funds, Equities, System Administration, Securities, Asset Managment, Fixed Income, Audit Committee, Accounting, Financial Services, Investments, Hedge Funds, Recruiting, Offshore Funds, Alternative Investments, Asset Management, Banking, Auditing, Valuation, Fund Of Funds, Portfolio Management, Finance
Education
Manhattan College 1977 — 1981
BS, Accounting
StoneCastle Partners, LLC February 2014 - Present
Emerging Managers Group, LP February 2009 - February 2014
Reserve Management February 2006 - February 2009
New York Life Investment Management April 1996 - June 2005
Alliance Capital Management April 1988 - April 1996
Drexel Burnham Lambert May 1986 - April 1988
Lexington Management Corporation October 1983 - May 1986
Peat Marwick Mitchell & Co. September 1981 - October 1983
Skills
Money Market, Mutual Funds, Equities, System Administration, Securities, Asset Managment, Fixed Income, Audit Committee, Accounting, Financial Services, Investments, Hedge Funds, Recruiting, Offshore Funds, Alternative Investments, Asset Management, Banking, Auditing, Valuation, Fund Of Funds, Portfolio Management, Finance
Education
Manhattan College 1977 — 1981
BS, Accounting
Stephen Cordill Stephen Cordill's Alliance Capital Management Experience March 1990 - December 1991
Job Deutsche Bank Private Wealth Management
Industry Financial Services
Experience
Deutsche Bank Asset & Wealth Management August 2013 - Present
The Joy School June 2013 - Present
Merrill Lynch Private Banking & Investment Group August 2011 - August 2013
Sanders Morris Harris April 2006 - August 2011
Park Sutton Advisors 2009 - 2011
Alkeon Capital Management 2009 - 2011
Presbyterian School 2003 - 2010
Oppenheimer & Co. January 1992 - March 2006
CIBC World Markets Corp. 2000 - 2004
Alliance Capital Management March 1990 - December 1991
Skills
Investments, Investment Advisory, Investment Strategies, Alternative Investments, Tax Law, Estate Tax Planning, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Advisory, Financial Services, High Net Worth..., Mutual Funds, Private Banking, Series 7, Wealth Management, Wealth Management..., Financial Planning, Asset Management, Due Diligence
Education
University of Notre Dame Law School 1978 — 1981
Juris Doctor, Law
Indiana University - Kelley School of Business 1974 — 1978
Bachelor of Science (BS), Accounting, Business Administration
DePaul University College of Law 1982 — 1985
LL.M., Tax Law
Deutsche Bank Asset & Wealth Management August 2013 - Present
The Joy School June 2013 - Present
Merrill Lynch Private Banking & Investment Group August 2011 - August 2013
Sanders Morris Harris April 2006 - August 2011
Park Sutton Advisors 2009 - 2011
Alkeon Capital Management 2009 - 2011
Presbyterian School 2003 - 2010
Oppenheimer & Co. January 1992 - March 2006
CIBC World Markets Corp. 2000 - 2004
Alliance Capital Management March 1990 - December 1991
Skills
Investments, Investment Advisory, Investment Strategies, Alternative Investments, Tax Law, Estate Tax Planning, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Advisory, Financial Services, High Net Worth..., Mutual Funds, Private Banking, Series 7, Wealth Management, Wealth Management..., Financial Planning, Asset Management, Due Diligence
Education
University of Notre Dame Law School 1978 — 1981
Juris Doctor, Law
Indiana University - Kelley School of Business 1974 — 1978
Bachelor of Science (BS), Accounting, Business Administration
DePaul University College of Law 1982 — 1985
LL.M., Tax Law
David Turnbough David Turnbough's Alliance Capital Management Experience January 1975 - December 1986
Job Professional Investor, Seasoned Strategist, Popular Speaker & Educator
Industry Investment Management
Experience
AllianceBernstein Investments September 1998 - December 2008
AllianceBernstein 1998 - 2008
Phoenix Duff & Phelps March 1993 - June 1998
Govett Asset Management January 1987 - December 1992
Alliance Capital Management January 1975 - December 1986
Education
Bowling Green State University 1964 — 1968
BSc
AllianceBernstein Investments September 1998 - December 2008
AllianceBernstein 1998 - 2008
Phoenix Duff & Phelps March 1993 - June 1998
Govett Asset Management January 1987 - December 1992
Alliance Capital Management January 1975 - December 1986
Education
Bowling Green State University 1964 — 1968
BSc
JAY TYLER JAY TYLER's Alliance Capital Management Experience February 1992 - December 1995
Job PRINCIPAL OF ERJARY LLC
Industry Financial Services
Experience
ERJARY LLC October 2012 - Present
Gilford Securities June 2011 - December 2011
Capital One May 2008 - May 2011
New York Community Bank January 2008 - May 2008
Essex National Securities, LLC May 2002 - January 2008
Tyler & Partners LLC October 2000 - May 2002
Wright Investors' Service August 1996 - December 1999
Alliance Capital Management February 1992 - December 1995
Wright Investors' Service January 1990 - February 1992
Bridgeport Asset Management Inc. January 1988 - January 1990
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Banking, Wealth Management, Financial Services, Financial Risk, Equities, Valuation, Fixed Income, Asset Management, Mutual Funds, Retirement Planning, Capital Markets, Credit, Finance, Corporate Finance, Derivatives, Securities, Credit Risk, Financial Planning
Education
Heidelberg College 1971 — 1975
BS, Mathematics
ERJARY LLC October 2012 - Present
Gilford Securities June 2011 - December 2011
Capital One May 2008 - May 2011
New York Community Bank January 2008 - May 2008
Essex National Securities, LLC May 2002 - January 2008
Tyler & Partners LLC October 2000 - May 2002
Wright Investors' Service August 1996 - December 1999
Alliance Capital Management February 1992 - December 1995
Wright Investors' Service January 1990 - February 1992
Bridgeport Asset Management Inc. January 1988 - January 1990
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Banking, Wealth Management, Financial Services, Financial Risk, Equities, Valuation, Fixed Income, Asset Management, Mutual Funds, Retirement Planning, Capital Markets, Credit, Finance, Corporate Finance, Derivatives, Securities, Credit Risk, Financial Planning
Education
Heidelberg College 1971 — 1975
BS, Mathematics
Gennady Kupershteyn Gennady Kupershteyn's Alliance Capital Management Experience August 1997 - August 2000
Job Portfolio Manager Kupershteyn Advisory Group LLC
Industry Investment Management
Experience
Kupershteyn Advisory Group LLC November 2012 - Present
Capitalist Bull October 1999 - Present
World Wide Markets February 2014 - September 2014
Hold Brothers On-line Investment Services, LLC January 2007 - August 2011
Broitman Capital August 2010 - March 2011
Hold Brothers On-line Investment Services, LLC July 2002 - December 2006
Andover Brokerage August 2001 - July 2002
Worldco August 2000 - August 2001
Alliance Capital Management August 1997 - August 2000
American Home Products January 1996 - May 1997
Skills
Hedge Funds, Equities, Trading, Options, Investments, Portfolio Management, Financial Markets, Investment Strategies, Fixed Income, Equity Trading, Derivatives, Technical Analysis, Stocks, Valuation, Financial Services, Proprietary Trading, Microsoft Excel, Financial Analysis, Trading Systems, Research, Mutual Funds, Equity Research, PowerPoint, Securities, Capital Markets, Customer Service, Private Equity, Finance, Series 7, Microsoft Office, Public Speaking, ETFs, Financial Risk, Alternative Investments, Emerging Markets, Asset Management, Investment Management, Fundamental Analysis, Fundamental Research, Accounting, Trading Strategies, Problem Solving, Customer Relations
Education
Montclair State University 1992 — 1997
BS, Accounting
Fair Lawn High School 1988 — 1992
High School Diploma
Kupershteyn Advisory Group LLC November 2012 - Present
Capitalist Bull October 1999 - Present
World Wide Markets February 2014 - September 2014
Hold Brothers On-line Investment Services, LLC January 2007 - August 2011
Broitman Capital August 2010 - March 2011
Hold Brothers On-line Investment Services, LLC July 2002 - December 2006
Andover Brokerage August 2001 - July 2002
Worldco August 2000 - August 2001
Alliance Capital Management August 1997 - August 2000
American Home Products January 1996 - May 1997
Skills
Hedge Funds, Equities, Trading, Options, Investments, Portfolio Management, Financial Markets, Investment Strategies, Fixed Income, Equity Trading, Derivatives, Technical Analysis, Stocks, Valuation, Financial Services, Proprietary Trading, Microsoft Excel, Financial Analysis, Trading Systems, Research, Mutual Funds, Equity Research, PowerPoint, Securities, Capital Markets, Customer Service, Private Equity, Finance, Series 7, Microsoft Office, Public Speaking, ETFs, Financial Risk, Alternative Investments, Emerging Markets, Asset Management, Investment Management, Fundamental Analysis, Fundamental Research, Accounting, Trading Strategies, Problem Solving, Customer Relations
Education
Montclair State University 1992 — 1997
BS, Accounting
Fair Lawn High School 1988 — 1992
High School Diploma
Peter Danniballe Peter Danniballe's Alliance Capital Management Experience October 2001 - September 2004
Job ACCOUNT MANAGER / WORKFLOW LEAD BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
The Bank of New York Mellon October 2005 - August 2013
HLV Capital October 2004 - September 2005
Alliance Capital Management October 2001 - September 2004
Skills
Fixed Income, Securities, Equities, Bloomberg, Derivatives, Portfolio Management, Capital Markets, Financial Analysis, Investments, Asset Managment, Financial Modeling, Banking, Financial Services, Financial Markets, Bonds, Middle Office, Back Office, Hedge Funds, Collateral Management, Client Relations Skills, Research, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Bank Reconciliation, Quality Assurance, Algo, sushi, Piano, Golf, Options, Credit
Education
Fordham University 1997 — 2001
BS, Finance
BNY Mellon August 2013 - Present
The Bank of New York Mellon October 2005 - August 2013
HLV Capital October 2004 - September 2005
Alliance Capital Management October 2001 - September 2004
Skills
Fixed Income, Securities, Equities, Bloomberg, Derivatives, Portfolio Management, Capital Markets, Financial Analysis, Investments, Asset Managment, Financial Modeling, Banking, Financial Services, Financial Markets, Bonds, Middle Office, Back Office, Hedge Funds, Collateral Management, Client Relations Skills, Research, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Bank Reconciliation, Quality Assurance, Algo, sushi, Piano, Golf, Options, Credit
Education
Fordham University 1997 — 2001
BS, Finance
Takhmina Mstislavskiy Takhmina Mstislavskiy's Alliance Capital Management Experience August 2004 - April 2006
Job New York Department of Financial Services in NY, NY
Industry Law Practice
Experience
NY April 2013 - Present
Benjamin N. Cardozo School of Law August 2011 - February 2013
MetLife April 2006 - October 2007
Alliance Capital Management August 2004 - April 2006
Skills
Microsoft Office, Microsoft Word, Photoshop, Customer Service, Research, Social Media, C, HTML, Java, Public Speaking, Teamwork, Windows, English
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2013
Master of Laws (LLM), Corporate/Copyright
NYU School of Continuing Education 2004 — 2005
Paralegal Diploma, Banking, Corporate, Finance, and Securities Law
Almaty State University 1995 — 1999
Bachelor of Laws (LLB), International Law and Legal Studies, 3.95
NY April 2013 - Present
Benjamin N. Cardozo School of Law August 2011 - February 2013
MetLife April 2006 - October 2007
Alliance Capital Management August 2004 - April 2006
Skills
Microsoft Office, Microsoft Word, Photoshop, Customer Service, Research, Social Media, C, HTML, Java, Public Speaking, Teamwork, Windows, English
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2013
Master of Laws (LLM), Corporate/Copyright
NYU School of Continuing Education 2004 — 2005
Paralegal Diploma, Banking, Corporate, Finance, and Securities Law
Almaty State University 1995 — 1999
Bachelor of Laws (LLB), International Law and Legal Studies, 3.95
sandy yeager's Alliance Capital Management Experience July 1990 - March 2004
Job President and CIO at Hanoverian Capital, LLC
Industry Investment Management
Experience
Hanoverian Capital LLC August 2008 - Present
DuPont Capital 2006 - 2008
Morgan Stanley Investment Management 2004 - 2006
Alliance Capital Management July 1990 - March 2004
Kidder Peabody September 1986 - June 1988
Skills
Equities, Asset Management, Portfolio Management
Education
Harvard Business School 1988 — 1990
MBA, Finance
Wellesley College 1982 — 1986
AB, Mathematics and English
College High School
College High school
Hanoverian Capital LLC August 2008 - Present
DuPont Capital 2006 - 2008
Morgan Stanley Investment Management 2004 - 2006
Alliance Capital Management July 1990 - March 2004
Kidder Peabody September 1986 - June 1988
Skills
Equities, Asset Management, Portfolio Management
Education
Harvard Business School 1988 — 1990
MBA, Finance
Wellesley College 1982 — 1986
AB, Mathematics and English
College High School
College High school
Marty Flanigan Marty Flanigan's Alliance Capital Management Experience 1986 - 1987
Job Chief Financial Officer at American Stock Transfer & Trust Co LLC
Industry Computer Software
Experience
American Stock Transfer & Trust Co LLC September 2012 - Present
Innovest Systems August 2011 - September 2012
Wealth Management Systems, Inc. (WMSI) 2005 - September 2012
Mellon HR Solutions August 2000 - August 2005
Ambac May 1998 - August 2000
UBS July 1995 - May 1998
Concord Financial Group July 1987 - July 1995
Alliance Capital Management 1986 - 1987
Skills
Accounting, Budgeting, Strategic Planning, Mergers, Risk Management, Business Strategy, Due Diligence, Integration, Start-ups, Financial Analysis, Private Equity, Asset Management, Financial Services, Investments, Mergers & Acquisitions, Cash Management, Mutual Funds, Securities, Finance, Wealth Management, Banking, Retirement Planning, Portfolio Management, Financial Modeling, Equities, Retirement, Hedge Funds, Strategic Financial..., Cash Flow, Executive Management, Investor Relations, Fixed Income, Budgets
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Corporate Finance
Duquesne University 1981 — 1985
BS, Accounting
St. John the Baptist
American Stock Transfer & Trust Co LLC September 2012 - Present
Innovest Systems August 2011 - September 2012
Wealth Management Systems, Inc. (WMSI) 2005 - September 2012
Mellon HR Solutions August 2000 - August 2005
Ambac May 1998 - August 2000
UBS July 1995 - May 1998
Concord Financial Group July 1987 - July 1995
Alliance Capital Management 1986 - 1987
Skills
Accounting, Budgeting, Strategic Planning, Mergers, Risk Management, Business Strategy, Due Diligence, Integration, Start-ups, Financial Analysis, Private Equity, Asset Management, Financial Services, Investments, Mergers & Acquisitions, Cash Management, Mutual Funds, Securities, Finance, Wealth Management, Banking, Retirement Planning, Portfolio Management, Financial Modeling, Equities, Retirement, Hedge Funds, Strategic Financial..., Cash Flow, Executive Management, Investor Relations, Fixed Income, Budgets
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Corporate Finance
Duquesne University 1981 — 1985
BS, Accounting
St. John the Baptist
Michael Kawula Michael Kawula's Alliance Capital Management Experience 1998 - 2004
Job CEO at Social Quant (Double your Business using Twitter) ★ Entrepreneur ★ Author ★ Inc. 500 Alum ★ Marketing Nut
Industry Marketing and Advertising
Experience
Social Quant April 2015 - Present
Self Employed King April 2013 - May 2015
Discount Cleaning Products December 2008 - November 2013
The Cleaning Authority February 2005 - February 2012
Alliance Capital Management 1998 - 2004
D.H. Blair 1996 - 1998
Skills
Entrepreneurship, Marketing, Small Business, Social Media Marketing, Online Marketing, Business Development, Marketing Strategy, Sales, Start-ups, Management, Franchising, Leadership, SEO, Small Business Marketing, Strategy, Direct Sales, Website Development, Team Leadership, Web Design, Internet Entrepreneur, Entrepreneur, Business Growth, Team Motivator, Franchise Consulting, Sales Growth, Email Marketing, New Business Development, Team Building, Franchise Sales, Marketing Communications, Customer Satisfaction, Business Growth..., Marketing Plan Creation, Purchasing, Facilities Management, Carpet Cleaning, Communication, Marketing..., Janitorial, Networking, Time Management, Online Advertising, Direct Marketing, Advertising, Social Media, Coaching, Social Networking, PPC Bid Management, Content Marketing, Digital Marketing
Education
Ramapo College of New Jersey 1992 — 2006
Economics & Finance, Marketing, Finance & Economics
Fairleigh Dickinson University 1992 — 1994
Bachelor's Degree, Marketing
Social Quant April 2015 - Present
Self Employed King April 2013 - May 2015
Discount Cleaning Products December 2008 - November 2013
The Cleaning Authority February 2005 - February 2012
Alliance Capital Management 1998 - 2004
D.H. Blair 1996 - 1998
Skills
Entrepreneurship, Marketing, Small Business, Social Media Marketing, Online Marketing, Business Development, Marketing Strategy, Sales, Start-ups, Management, Franchising, Leadership, SEO, Small Business Marketing, Strategy, Direct Sales, Website Development, Team Leadership, Web Design, Internet Entrepreneur, Entrepreneur, Business Growth, Team Motivator, Franchise Consulting, Sales Growth, Email Marketing, New Business Development, Team Building, Franchise Sales, Marketing Communications, Customer Satisfaction, Business Growth..., Marketing Plan Creation, Purchasing, Facilities Management, Carpet Cleaning, Communication, Marketing..., Janitorial, Networking, Time Management, Online Advertising, Direct Marketing, Advertising, Social Media, Coaching, Social Networking, PPC Bid Management, Content Marketing, Digital Marketing
Education
Ramapo College of New Jersey 1992 — 2006
Economics & Finance, Marketing, Finance & Economics
Fairleigh Dickinson University 1992 — 1994
Bachelor's Degree, Marketing
Cori O'Brien's Alliance Capital Management Experience March 1999 - February 2002
Job Administrative Coordinator at Per Se Group
Industry Staffing and Recruiting
Experience
Per Se Group July 2015 - Present
BENTRON FINANCIAL GROUP, INC. May 2014 - June 2015
Lifetime Fitness October 2009 - November 2010
Alliance Capital Management March 1999 - February 2002
Merrill Lynch February 1994 - March 1999
Skills
Customer Service, Windows, Microsoft Office, Social Media, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, Internet, QuickBooks, Constant Contact, Financial Services, Problem Solving, Strategic Planning, Sales, Social Networking, Event Management
Education
Ball State University 1988 — 1992
Bachelor of Science, Mathematics
Wheeling High School 1984 — 1988
Per Se Group July 2015 - Present
BENTRON FINANCIAL GROUP, INC. May 2014 - June 2015
Lifetime Fitness October 2009 - November 2010
Alliance Capital Management March 1999 - February 2002
Merrill Lynch February 1994 - March 1999
Skills
Customer Service, Windows, Microsoft Office, Social Media, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, Internet, QuickBooks, Constant Contact, Financial Services, Problem Solving, Strategic Planning, Sales, Social Networking, Event Management
Education
Ball State University 1988 — 1992
Bachelor of Science, Mathematics
Wheeling High School 1984 — 1988
Joe W. Gibson Joe W. Gibson's Alliance Capital Management Experience September 1993 - September 1998
Job Retirement Plan Consultant at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Mutual of Omaha December 2010 - February 2015
AXA Equitable, LLC June 2005 - July 2010
CPI Qualified Plan Consultants October 2002 - June 2005
AXA Distributors January 2000 - April 2002
FIRST UNION BROKERAGE SERVICES January 1998 - January 2000
Alliance Capital Management September 1993 - September 1998
Merrill Lynch January 1985 - September 1993
Skills
Mutual Funds, Retirement, Retirement Planning, Series 7, Investments, Financial Advisory, Pensions, Fixed Annuities, Financial Services, Insurance, Employee Benefits, 401k, Series 6, Defined Benefit, Series 65, Life Insurance, IRAs, FINRA, Series 63
Education
Mars Hill University 1972 — 1975
Bachelor of Science, Biology
NASD & FINRA
Fisher Investments June 2015 - Present
Mutual of Omaha December 2010 - February 2015
AXA Equitable, LLC June 2005 - July 2010
CPI Qualified Plan Consultants October 2002 - June 2005
AXA Distributors January 2000 - April 2002
FIRST UNION BROKERAGE SERVICES January 1998 - January 2000
Alliance Capital Management September 1993 - September 1998
Merrill Lynch January 1985 - September 1993
Skills
Mutual Funds, Retirement, Retirement Planning, Series 7, Investments, Financial Advisory, Pensions, Fixed Annuities, Financial Services, Insurance, Employee Benefits, 401k, Series 6, Defined Benefit, Series 65, Life Insurance, IRAs, FINRA, Series 63
Education
Mars Hill University 1972 — 1975
Bachelor of Science, Biology
NASD & FINRA
Stephanie Stern, PHR Stephanie Stern, PHR's Alliance Capital Management Experience May 1990 - June 1995
Job Senior Human Resource Specialist at Insperity
Industry Human Resources
Experience
Insperity May 2015 - Present
Percepta May 2005 - May 2015
Chase Mellon Shareholder Services June 1995 - April 1998
Alliance Capital Management May 1990 - June 1995
Skills
Performance Management, Talent Management, Employee Relations, HR Policies, Onboarding, Talent Acquisition, HR Consulting, Workforce Management, CRM, Recruiting, Human Resources
Education
Emory University
Bachelor of Arts (BA), Political Science
Insperity May 2015 - Present
Percepta May 2005 - May 2015
Chase Mellon Shareholder Services June 1995 - April 1998
Alliance Capital Management May 1990 - June 1995
Skills
Performance Management, Talent Management, Employee Relations, HR Policies, Onboarding, Talent Acquisition, HR Consulting, Workforce Management, CRM, Recruiting, Human Resources
Education
Emory University
Bachelor of Arts (BA), Political Science
Gloria M. Rivera Gloria M. Rivera's Alliance Capital Management Experience October 1995 - June 1999
Job Analyst
Industry Internet
Experience
Tory Burch August 2010 - June 2014
Boxer and Stone LLC. February 2009 - March 2010
Hanover Direct May 2005 - June 2007
Hanover Direct November 2001 - May 2005
Hanover Direct June 1999 - May 2001
Bed Bath & Beyond May 2001 - 2001
Alliance Capital Management October 1995 - June 1999
Skills
Store Operations, Event Management, Access, Visual Merchandising, Fashion, Customer Service, Apparel, Sales, Trend Analysis, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Management, Social Media Marketing, E-commerce, Email Marketing, Affiliate Marketing, Web Marketing, User Experience, Web Analytics, Photoshop, Online Marketing, Logistics, Product Development, Marketing, Social Media, Styling, Facebook, Graphic Design
Education
New Jersey City University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hudson County Community College
Associate of Science (A.S.), Office Systems Technology
Tory Burch August 2010 - June 2014
Boxer and Stone LLC. February 2009 - March 2010
Hanover Direct May 2005 - June 2007
Hanover Direct November 2001 - May 2005
Hanover Direct June 1999 - May 2001
Bed Bath & Beyond May 2001 - 2001
Alliance Capital Management October 1995 - June 1999
Skills
Store Operations, Event Management, Access, Visual Merchandising, Fashion, Customer Service, Apparel, Sales, Trend Analysis, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Management, Social Media Marketing, E-commerce, Email Marketing, Affiliate Marketing, Web Marketing, User Experience, Web Analytics, Photoshop, Online Marketing, Logistics, Product Development, Marketing, Social Media, Styling, Facebook, Graphic Design
Education
New Jersey City University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hudson County Community College
Associate of Science (A.S.), Office Systems Technology
Rosemarie Mercurio's Alliance Capital Management Experience 1997 - 1999
Job Head of Special Projects for the CEO
Industry Executive Office
Experience
Ultra Capital November 2012 - Present
SkyBridge Capital January 2012 - September 2012
Social Media Ventures Inc (SMVI) January 2007 - December 2011
Arden Asset Management 2001 - 2006
Robertson Stephens, Inc 2000 - 2001
Wit Capital 1999 - 1999
Alliance Capital Management 1997 - 1999
Quick & Reilly 1993 - 1997
Skills
Relationship Management, Business Development, Marketing, Press Releases, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investments, Series 7, Equities, Fixed Income, Social Media, Investor Relations, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Asset Management, Investment Management, Venture Capital, Investment Banking, Fund Of Funds, Strategy, Securities, Portfolio Management, Financial Services, Funding, Valuation, Emerging Markets, Start-ups, Series 63, Investment Strategies, Investment Advisory, Corporate Development, Philanthropy
Education
UCLA 2010 — 2010
Los Angeles, CA, Investor and Public Relations
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Economics
Hofstra University 1993 — 1997
Bachelor; BBA, Business Administration; Finance
West Islip High School
Ultra Capital November 2012 - Present
SkyBridge Capital January 2012 - September 2012
Social Media Ventures Inc (SMVI) January 2007 - December 2011
Arden Asset Management 2001 - 2006
Robertson Stephens, Inc 2000 - 2001
Wit Capital 1999 - 1999
Alliance Capital Management 1997 - 1999
Quick & Reilly 1993 - 1997
Skills
Relationship Management, Business Development, Marketing, Press Releases, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investments, Series 7, Equities, Fixed Income, Social Media, Investor Relations, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Asset Management, Investment Management, Venture Capital, Investment Banking, Fund Of Funds, Strategy, Securities, Portfolio Management, Financial Services, Funding, Valuation, Emerging Markets, Start-ups, Series 63, Investment Strategies, Investment Advisory, Corporate Development, Philanthropy
Education
UCLA 2010 — 2010
Los Angeles, CA, Investor and Public Relations
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Economics
Hofstra University 1993 — 1997
Bachelor; BBA, Business Administration; Finance
West Islip High School
Kirstie DeBiase Kirstie DeBiase's Alliance Capital Management Experience January 2001 - January 2002
Job Manager of Instructional Quality at Charter College
Industry Education Management
Experience
Charter College June 2013 - Present
Charter College August 2012 - June 2013
Charter College January 2010 - August 2012
San Joaquin Valley College October 2008 - January 2010
Prentice Hall 2006 - 2010
CSU Stanislaus March 2004 - November 2008
San Joaquin Valley College September 2005 - October 2008
Albert Einstein College of Medicine 2001 - 2003
Alliance Capital Management January 2001 - January 2002
Queen of Peace school January 2000 - January 2001
Skills
Bilingual-Spanish, TESOL, Multiple Subjects..., BCLAD, K-12, Motivational Speaking, Special Education, Curriculum Development, Higher Education, Adult Education, Curriculum Design, Training, Teaching, Faculty Development, Leadership, Leadership Development, Staff Development, Campus, Educational Leadership, Coaching, Educational Technology, Accreditation, Resume Writing, Academic Administration, Public Speaking, Program Management, Admissions, Classroom, E-Learning, Distance Learning, Student Financial Aid, Enrollment Management, Career Counseling, Academic Advising, College Teaching, Student Recruiting, CampusVue, Academia, Retaining Customers, Instructional Technology, Student Engagement, Student Affairs, Student Counseling, Student Development, Career Development, Job Search Strategies, Curriculum Assessment, Moodle, Courses, Program Development
Education
California State University-Long Beach 2013 — 2016
Doctor of Education (Ed.D.), Educational Leadership and Administration, General
University of Phoenix 2005 — 2007
M.A.E.D., Curriculum and Instruction
Long Beach District Bilingual Intern Program 1998 — 2000
Multiple Subjects Credential with BLCAD, K-12 Bilingual Education
Biola University 1992 — 1996
Certificate, T.E.S.O.L.
Biola University 1992 — 1996
B.A, Intercultural Studies
Charter College June 2013 - Present
Charter College August 2012 - June 2013
Charter College January 2010 - August 2012
San Joaquin Valley College October 2008 - January 2010
Prentice Hall 2006 - 2010
CSU Stanislaus March 2004 - November 2008
San Joaquin Valley College September 2005 - October 2008
Albert Einstein College of Medicine 2001 - 2003
Alliance Capital Management January 2001 - January 2002
Queen of Peace school January 2000 - January 2001
Skills
Bilingual-Spanish, TESOL, Multiple Subjects..., BCLAD, K-12, Motivational Speaking, Special Education, Curriculum Development, Higher Education, Adult Education, Curriculum Design, Training, Teaching, Faculty Development, Leadership, Leadership Development, Staff Development, Campus, Educational Leadership, Coaching, Educational Technology, Accreditation, Resume Writing, Academic Administration, Public Speaking, Program Management, Admissions, Classroom, E-Learning, Distance Learning, Student Financial Aid, Enrollment Management, Career Counseling, Academic Advising, College Teaching, Student Recruiting, CampusVue, Academia, Retaining Customers, Instructional Technology, Student Engagement, Student Affairs, Student Counseling, Student Development, Career Development, Job Search Strategies, Curriculum Assessment, Moodle, Courses, Program Development
Education
California State University-Long Beach 2013 — 2016
Doctor of Education (Ed.D.), Educational Leadership and Administration, General
University of Phoenix 2005 — 2007
M.A.E.D., Curriculum and Instruction
Long Beach District Bilingual Intern Program 1998 — 2000
Multiple Subjects Credential with BLCAD, K-12 Bilingual Education
Biola University 1992 — 1996
Certificate, T.E.S.O.L.
Biola University 1992 — 1996
B.A, Intercultural Studies
Thomas Cotterell, MBA, CIMA® Thomas Cotterell, MBA, CIMA®'s Alliance Capital Management Experience January 1987 - March 1994
Job DirectorStrategic Relationships at Voya Financial
Industry Financial Services
Experience
ING U.S. Individual Markets January 2013 - Present
Destra Capital Management LLC April 2011 - September 2012
Cohen & Steers September 2010 - April 2011
Hilltopper Consulting LLC May 2009 - October 2010
Oppenheimer & Co March 2004 - April 2009
Merrill Lynch & Co March 1997 - March 2004
Lipper Analytical Services Inc March 1994 - March 1997
Alliance Capital Management January 1987 - March 1994
Skills
Equities, Asset Managment, Series 7, Alternative Investments, Mutual Funds, Hedge Funds, Series 63, Asset Allocation, Portfolio Management, Investments, Wealth Management, Fixed Income, Securities, Separately Managed..., Investment Management, Financial Markets, Bloomberg, Relationship Management
Education
Monmouth University 1990 — 1993
Masters, Business Administration
Rider University 1980 — 1983
Bachelor of Science, Business Administration
ING U.S. Individual Markets January 2013 - Present
Destra Capital Management LLC April 2011 - September 2012
Cohen & Steers September 2010 - April 2011
Hilltopper Consulting LLC May 2009 - October 2010
Oppenheimer & Co March 2004 - April 2009
Merrill Lynch & Co March 1997 - March 2004
Lipper Analytical Services Inc March 1994 - March 1997
Alliance Capital Management January 1987 - March 1994
Skills
Equities, Asset Managment, Series 7, Alternative Investments, Mutual Funds, Hedge Funds, Series 63, Asset Allocation, Portfolio Management, Investments, Wealth Management, Fixed Income, Securities, Separately Managed..., Investment Management, Financial Markets, Bloomberg, Relationship Management
Education
Monmouth University 1990 — 1993
Masters, Business Administration
Rider University 1980 — 1983
Bachelor of Science, Business Administration
Jim Yockey Jim Yockey's Alliance Capital Management Experience 1988 - 1995
Job Managing Director
Industry Financial Services
Experience
Wisdom Financial Management, LLC October 2008 - Present
Jim A. Yockey November 2002 - June 2012
Dallas-Fort Worth Lifestyles Magazine January 1995 - September 1999
Alliance Capital Management 1988 - 1995
Pilgrim Distributors Corp. July 1987 - July 1989
Colonial Management Inc. August 1984 - June 1987
Colonial Mutual Funds 1984 - 1987
Colonial Mutual Funds 1984 - 1987
Colonial Funds 1984 - 1987
Skills
Leadership Development, Research, Asset Management, Management and..., Strategic Planning, Published Author, Financial Advisory, Management, Asset Managment, Team Building, Strategic Financial..., Marketing, Training, Retirement, Management Consulting, Recruiting, Investments, 401k, Mutual Funds, Business Strategy, Public Speaking, Coaching, Finance, Retirement Planning, Sales, Financial Services, Insurance, Securities, Strategy, Risk Management, Business Planning, Mergers & Acquisitions, Investment Management, Portfolio Management, Small Business
Education
Capella University 2006 — 2015
Doctor of Philosophy, Organizational Psychology, 3.6
University of Louisville 2003 — 2006
Master of Arts (MA), Psychological and Brain Sciences
University of Phoenix 1993 — 1994
BA, Management
The University of Texas at El Paso 1965 — 1969
Economics
Wisdom Financial Management, LLC October 2008 - Present
Jim A. Yockey November 2002 - June 2012
Dallas-Fort Worth Lifestyles Magazine January 1995 - September 1999
Alliance Capital Management 1988 - 1995
Pilgrim Distributors Corp. July 1987 - July 1989
Colonial Management Inc. August 1984 - June 1987
Colonial Mutual Funds 1984 - 1987
Colonial Mutual Funds 1984 - 1987
Colonial Funds 1984 - 1987
Skills
Leadership Development, Research, Asset Management, Management and..., Strategic Planning, Published Author, Financial Advisory, Management, Asset Managment, Team Building, Strategic Financial..., Marketing, Training, Retirement, Management Consulting, Recruiting, Investments, 401k, Mutual Funds, Business Strategy, Public Speaking, Coaching, Finance, Retirement Planning, Sales, Financial Services, Insurance, Securities, Strategy, Risk Management, Business Planning, Mergers & Acquisitions, Investment Management, Portfolio Management, Small Business
Education
Capella University 2006 — 2015
Doctor of Philosophy, Organizational Psychology, 3.6
University of Louisville 2003 — 2006
Master of Arts (MA), Psychological and Brain Sciences
University of Phoenix 1993 — 1994
BA, Management
The University of Texas at El Paso 1965 — 1969
Economics
Dana Ifft Kelly's Alliance Capital Management Experience August 1999 - April 2001
Job National Wealth Management Sales Desk Manager, J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2013 - Present
Goldman Sachs January 2013 - March 2013
Alliance Capital Management August 1999 - April 2001
J.P. Morgan January 1997 - July 1999
Bankers Trust Company May 1996 - December 1996
Federated Investors, Inc. January 1992 - April 1996
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Communication
New York University 1993 — 1996
Certified Financial Planning
Wine and Spirit Education Trust, London U.K. 2003 — 2005
WSET Level 4 Diploma in Wine Studies (Pending), Viticulture and Vinification
French Culinary Institute 2001 — 2001
La Technique
Institute of Culinary Education 2000 — 2002
Techniques of Cooking Asian, Italian, Fish / Shellfish and Essentials of Wine
J.P. Morgan Asset Management December 2013 - Present
Goldman Sachs January 2013 - March 2013
Alliance Capital Management August 1999 - April 2001
J.P. Morgan January 1997 - July 1999
Bankers Trust Company May 1996 - December 1996
Federated Investors, Inc. January 1992 - April 1996
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Communication
New York University 1993 — 1996
Certified Financial Planning
Wine and Spirit Education Trust, London U.K. 2003 — 2005
WSET Level 4 Diploma in Wine Studies (Pending), Viticulture and Vinification
French Culinary Institute 2001 — 2001
La Technique
Institute of Culinary Education 2000 — 2002
Techniques of Cooking Asian, Italian, Fish / Shellfish and Essentials of Wine
Stephen Malvey Stephen Malvey's Alliance Capital Management Experience November 1990 - September 1995
Job Corporate Vice President at NY LIFE Securities
Industry Financial Services
Experience
NY LIFE Securities January 2013 - Present
Currently seeking new opportunity July 2012 - January 2013
AXA Advisors May 2005 - July 2012
IPC Systems, Inc. October 2003 - May 2005
Instinet Clearing Services May 2000 - November 2002
J&W Seligman September 1995 - May 2000
Alliance Capital Management November 1990 - September 1995
Skills
Mutual Funds, Financial Services, Series 7, Investments, Securities, Customer Satisfaction, Investment Advisory, Series 24, Project Management, Series 63, Call Center, Series 53, Series 4, Asset Allocation, Management, Asset Management, FINRA, Risk Management, Leadership, Equities, Wealth Management, Call Centers, Finance, Alternative Investments, Investment Management, Relationship Management, Uniform Combined State..., Retirement Planning
Education
State University of New York College at Oneonta 1987 — 1990
Bachelor of Science, Business Economics
Allegheny College 1986 — 1987
NY LIFE Securities January 2013 - Present
Currently seeking new opportunity July 2012 - January 2013
AXA Advisors May 2005 - July 2012
IPC Systems, Inc. October 2003 - May 2005
Instinet Clearing Services May 2000 - November 2002
J&W Seligman September 1995 - May 2000
Alliance Capital Management November 1990 - September 1995
Skills
Mutual Funds, Financial Services, Series 7, Investments, Securities, Customer Satisfaction, Investment Advisory, Series 24, Project Management, Series 63, Call Center, Series 53, Series 4, Asset Allocation, Management, Asset Management, FINRA, Risk Management, Leadership, Equities, Wealth Management, Call Centers, Finance, Alternative Investments, Investment Management, Relationship Management, Uniform Combined State..., Retirement Planning
Education
State University of New York College at Oneonta 1987 — 1990
Bachelor of Science, Business Economics
Allegheny College 1986 — 1987
Patricia Roer Patricia Roer's Alliance Capital Management Experience April 1999 - April 2002
Job Senior Counsel Derivatives at GE Capital
Industry Financial Services
Experience
GE Capital March 2015 - Present
GE Capital July 2013 - March 2015
GE Capital Markets April 2005 - July 2013
Wiggin & Dana 2002 - 2005
Alliance Capital Management April 1999 - April 2002
Richards & O'Neil September 1992 - April 1999
Skills
AML, Securities Regulation, Fraud, Securities, Due Diligence, Corporate Governance, Capital Markets, Asset Managment, Financial Regulation, Commercial Litigation, Broker-Dealer Compliance, Securities Litigation
Education
Columbia University School of Law 1989 — 1992
Doctor of Law (J.D.)
University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Political Science & Psychology
Hotchkiss School 1982 — 1985
GE Capital March 2015 - Present
GE Capital July 2013 - March 2015
GE Capital Markets April 2005 - July 2013
Wiggin & Dana 2002 - 2005
Alliance Capital Management April 1999 - April 2002
Richards & O'Neil September 1992 - April 1999
Skills
AML, Securities Regulation, Fraud, Securities, Due Diligence, Corporate Governance, Capital Markets, Asset Managment, Financial Regulation, Commercial Litigation, Broker-Dealer Compliance, Securities Litigation
Education
Columbia University School of Law 1989 — 1992
Doctor of Law (J.D.)
University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Political Science & Psychology
Hotchkiss School 1982 — 1985
Todd Sundheimer Todd Sundheimer's Alliance Capital Management Experience August 1994 - April 1999
Job Director, National Accounts Senior Relationship Manager at BlackRock
Industry Financial Services
Experience
BlackRock April 1999 - Present
Merrill Lynch Investment Managers 1999 - 2006
Alliance Capital Management August 1994 - April 1999
Skills
Series 7, Series 66, Chartered Financial..., Mutual Funds, Asset Managment, Asset Allocation, Fixed Income, Wealth Management, Equities, Investments, Portfolio Management, Investment Management, Separately Managed..., ETFs, Securities, Finance, Investment Strategies, Asset Management
Education
Binghamton University - School of Management 1988 — 1992
B.S, Management/Finance
BlackRock April 1999 - Present
Merrill Lynch Investment Managers 1999 - 2006
Alliance Capital Management August 1994 - April 1999
Skills
Series 7, Series 66, Chartered Financial..., Mutual Funds, Asset Managment, Asset Allocation, Fixed Income, Wealth Management, Equities, Investments, Portfolio Management, Investment Management, Separately Managed..., ETFs, Securities, Finance, Investment Strategies, Asset Management
Education
Binghamton University - School of Management 1988 — 1992
B.S, Management/Finance
Mike McDermott Mike McDermott's Alliance Capital Management Experience October 1994 - November 1996
Job Assistant Property Manager at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield July 2011 - Present
W&H PROPERTIES/NEWMARK KNIGHT FRANK March 2008 - July 2011
Continuum Health Partners May 2005 - February 2008
Pitney Bowes Management Services April 2004 - May 2005
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL #30/NORTHEASTERN ENGINEERS FEDERAL CREDIT UNION December 2001 - November 2003
Channel One News November 1996 - August 2001
Alliance Capital Management October 1994 - November 1996
Skills
Microsoft Office, Property Management, Project Management, Customer Service, Purchasing, Budgets, Facilities Management, Construction Management, Marketing, Disposition, Management, Real Estate Development, Corporate Real Estate, Tenant, Microsoft Excel, Negotiation, Contract Management, Sales, Real Estate, Marketing Strategy, Commercial Real Estate, Team Building, Construction, Contract Negotiation, Leases, Residential Homes, Property, Apartments
Education
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Business
Colgate University 1989 — 1994
Mathematical Economics
Cushman & Wakefield July 2011 - Present
W&H PROPERTIES/NEWMARK KNIGHT FRANK March 2008 - July 2011
Continuum Health Partners May 2005 - February 2008
Pitney Bowes Management Services April 2004 - May 2005
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL #30/NORTHEASTERN ENGINEERS FEDERAL CREDIT UNION December 2001 - November 2003
Channel One News November 1996 - August 2001
Alliance Capital Management October 1994 - November 1996
Skills
Microsoft Office, Property Management, Project Management, Customer Service, Purchasing, Budgets, Facilities Management, Construction Management, Marketing, Disposition, Management, Real Estate Development, Corporate Real Estate, Tenant, Microsoft Excel, Negotiation, Contract Management, Sales, Real Estate, Marketing Strategy, Commercial Real Estate, Team Building, Construction, Contract Negotiation, Leases, Residential Homes, Property, Apartments
Education
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Business
Colgate University 1989 — 1994
Mathematical Economics
John Utley John Utley's Alliance Capital Management Experience June 1993 - July 1996
Job Owner, Utleys Incorporated
Industry Packaging and Containers
Experience
Utleys Incorporated August 1996 - Present
Alliance Capital Management June 1993 - July 1996
London School of Economics 1992 - 1993
Skills
Packaging, Product Development, Manufacturing, New Business Development, Product Design, Strategic Planning, Marketing Strategy, Sales Management, Consumer Products, Project Management, Team Building, Negotiation, Cross-functional Team..., Concept Development, Business Strategy, Strategy, Retail, Analysis, Supply Chain, Sales, Key Account Management, Supply Chain Management, Brand Management
Education
Colby College 1990 — 1994
Bachelor of Arts (B.A.), Economics
The Taft School 1986 — 1990
The Harvey School 1982 — 1986
n/a
Camp 22
Camp 22
RCS
Utleys Incorporated August 1996 - Present
Alliance Capital Management June 1993 - July 1996
London School of Economics 1992 - 1993
Skills
Packaging, Product Development, Manufacturing, New Business Development, Product Design, Strategic Planning, Marketing Strategy, Sales Management, Consumer Products, Project Management, Team Building, Negotiation, Cross-functional Team..., Concept Development, Business Strategy, Strategy, Retail, Analysis, Supply Chain, Sales, Key Account Management, Supply Chain Management, Brand Management
Education
Colby College 1990 — 1994
Bachelor of Arts (B.A.), Economics
The Taft School 1986 — 1990
The Harvey School 1982 — 1986
n/a
Camp 22
Camp 22
RCS
James Concepcion James Concepcion's Alliance Capital Management Experience 1996 - 1997
Job Vice President, Wealth Management Group
Industry Financial Services
Experience
OppenheimerFunds January 2002 - Present
JP Morgan April 1997 - January 2001
Alliance Capital Management 1996 - 1997
Skills
Financial Advisory, Sales Operations, Sales, Mutual Funds, Series 7, Wealth Management, Banking, Sales Process, Marketing, Investments, Financial Modeling
Education
Rutgers University-New Brunswick 1990 — 1994
BA, Political Science
College for Financial Planning
AWMA - Accredited Wealth Management Analyst
OppenheimerFunds January 2002 - Present
JP Morgan April 1997 - January 2001
Alliance Capital Management 1996 - 1997
Skills
Financial Advisory, Sales Operations, Sales, Mutual Funds, Series 7, Wealth Management, Banking, Sales Process, Marketing, Investments, Financial Modeling
Education
Rutgers University-New Brunswick 1990 — 1994
BA, Political Science
College for Financial Planning
AWMA - Accredited Wealth Management Analyst
Nancy Rooney McCuaig Nancy Rooney McCuaig's Alliance Capital Management Experience 1990 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan Asset Management Group August 1996 - January 2001
Alliance Capital Management 1990 - 1996
Bull and Bear Group 1988 - 1990
TRW 1987 - 1989
Citibank 1985 - 1987
Skills
Compliance, Investments
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
Marketing, Computer Science
J.P. Morgan Asset Management Group August 1996 - January 2001
Alliance Capital Management 1990 - 1996
Bull and Bear Group 1988 - 1990
TRW 1987 - 1989
Citibank 1985 - 1987
Skills
Compliance, Investments
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
Marketing, Computer Science
Sue Perram Sue Perram's Alliance Capital Management Experience November 1996 - September 2001
Job Director Financial AnalyticsJack Daniel's at BrownForman
Industry Wine and Spirits
Experience
Brown-Forman May 2015 - Present
Montessori School of Louisville July 2007 - Present
Boys and Girls Haven December 2013 - Present
Brown-Forman January 2014 - April 2015
Brown-Forman May 2011 - December 2013
Brown-Forman September 2009 - April 2011
Veredus Asset Management August 2005 - January 2009
Avondale Partners LLC August 2004 - August 2005
State Teachers Retirement System of Ohio October 2001 - July 2004
Alliance Capital Management November 1996 - September 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Equities, Finance, Analysis, Risk Management, Pricing, Forecasting, Strategic Planning, Management, Marketing, Competitive Analysis, Strategy, Portfolio Management, Marketing Strategy
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
MBA, Banking and Finance
John Carroll University 1989 — 1993
BSBA, Finance
Brown-Forman May 2015 - Present
Montessori School of Louisville July 2007 - Present
Boys and Girls Haven December 2013 - Present
Brown-Forman January 2014 - April 2015
Brown-Forman May 2011 - December 2013
Brown-Forman September 2009 - April 2011
Veredus Asset Management August 2005 - January 2009
Avondale Partners LLC August 2004 - August 2005
State Teachers Retirement System of Ohio October 2001 - July 2004
Alliance Capital Management November 1996 - September 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Equities, Finance, Analysis, Risk Management, Pricing, Forecasting, Strategic Planning, Management, Marketing, Competitive Analysis, Strategy, Portfolio Management, Marketing Strategy
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
MBA, Banking and Finance
John Carroll University 1989 — 1993
BSBA, Finance
Dan O'Connor, CAIA Dan O'Connor, CAIA's Alliance Capital Management Experience 1997 - 1998
Job Director, Institutional Partnerships Americas at CFA Institute
Industry Investment Management
Experience
CFA Institute May 2014 - Present
City National Rochdale 2012 - 2013
FQS Capital Management (Cayman) Limited January 2010 - November 2010
Hedgeharbor (subsidiary of Asset Alliance Corporation) August 2007 - December 2009
Citigroup Alternative Investments 2004 - 2007
Citigroup Asset Management 1998 - 2004
Alliance Capital Management 1997 - 1998
Skills
Structured Products, Private Equity, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Fund Of Funds, Asset Management, Asset Allocation, Investments, Managed Futures, FX, Credit Derivatives, Managed Accounts, Investment Advisory, Pension Funds, Private Wealth..., Separately Managed..., Wealth Management, Institutional Investors, Investor Relations, High Net Worth..., Investment Strategies, Series 7, Series 63, Global Macro, Asset Managment, Financial Markets, Financial Advisory, Hedging, Relationship Management, Investment Management, Equities, Bonds, ETFs, Wealth, Securities, Institutional, Options, Portfolio Management, FINRA, Bloomberg, Equity Trading, Equity Research, Emerging Markets, Capital Markets, Due Diligence, Institutional...
Education
Fordham University Graduate School of Business Administration 2000 — 2003
MBA
Tulane University 1993 — 1997
BS
CFA Institute May 2014 - Present
City National Rochdale 2012 - 2013
FQS Capital Management (Cayman) Limited January 2010 - November 2010
Hedgeharbor (subsidiary of Asset Alliance Corporation) August 2007 - December 2009
Citigroup Alternative Investments 2004 - 2007
Citigroup Asset Management 1998 - 2004
Alliance Capital Management 1997 - 1998
Skills
Structured Products, Private Equity, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Fund Of Funds, Asset Management, Asset Allocation, Investments, Managed Futures, FX, Credit Derivatives, Managed Accounts, Investment Advisory, Pension Funds, Private Wealth..., Separately Managed..., Wealth Management, Institutional Investors, Investor Relations, High Net Worth..., Investment Strategies, Series 7, Series 63, Global Macro, Asset Managment, Financial Markets, Financial Advisory, Hedging, Relationship Management, Investment Management, Equities, Bonds, ETFs, Wealth, Securities, Institutional, Options, Portfolio Management, FINRA, Bloomberg, Equity Trading, Equity Research, Emerging Markets, Capital Markets, Due Diligence, Institutional...
Education
Fordham University Graduate School of Business Administration 2000 — 2003
MBA
Tulane University 1993 — 1997
BS
Allison Bernbach (Scher)'s Alliance Capital Management Experience April 2000 - July 2002
Job Managing Director & Chief Compliance Officer at CCMP Capital Advisors, LLC
Industry Investment Management
Experience
CCMP Capital Advisors, LLC February 2011 - Present
Oak Hill Capital Management November 2006 - February 2011
Fischer Francis Trees and Watts July 2002 - October 2006
Alliance Capital Management April 2000 - July 2002
Seward & Kissel LLP August 1996 - April 2000
Skills
Private Equity
Education
New York University School of Law 1993 — 1996
J.D., Law
Binghamton University 1989 — 1993
BA, Political Science and History
Forest Hills High School 1987 — 1989
CCMP Capital Advisors, LLC February 2011 - Present
Oak Hill Capital Management November 2006 - February 2011
Fischer Francis Trees and Watts July 2002 - October 2006
Alliance Capital Management April 2000 - July 2002
Seward & Kissel LLP August 1996 - April 2000
Skills
Private Equity
Education
New York University School of Law 1993 — 1996
J.D., Law
Binghamton University 1989 — 1993
BA, Political Science and History
Forest Hills High School 1987 — 1989
Kalen Holliday Kalen Holliday's Alliance Capital Management Experience February 1995 - March 1996
Job Director of Communications at Covestor
Industry Financial Services
Experience
Covestor - a division of Interactive Brokers Group December 2010 - Present
Winslow Cole March 2001 - December 2010
Sullivan & Cromwell LLP 2006 - 2008
MortgageIT (acquired by Deutsche Bank) December 1999 - March 2001
Ludgate Communications / IPR, Inc. March 1996 - December 1999
Alliance Capital Management February 1995 - March 1996
American Banker 1990 - 1994
Business Today Egypt and Cairo Today magazines January 1991 - June 1993
Crain Communications 1990 - 1992
Skills
Crisis Communications, Media Relations, Public Relations, Corporate Communications, Writing, Journalism, Investor Relations, Event Management, Publications, Strategic Communications, Editing, Public Speaking, Press Releases, Marketing Communications, Event Planning, Copywriting, Copy Editing, Marketing Strategy, Business Development, Blogging, Advertising, Start-ups, Management, Marketing, Digital Media, Magazines, Strategic Partnerships, Internal Communications, Leadership, Newspapers, Social Media, Content Management, Storytelling, Online Marketing, Newsletters, Speech Writing, Web Content, SEO
Education
Northwestern University 1999 — 2000
MS, Journalism
Georgetown University 1982 — 1986
BA, Government, English
Choate Rosemary Hall 1979 — 1982
Brearley 1970 — 1982
Covestor - a division of Interactive Brokers Group December 2010 - Present
Winslow Cole March 2001 - December 2010
Sullivan & Cromwell LLP 2006 - 2008
MortgageIT (acquired by Deutsche Bank) December 1999 - March 2001
Ludgate Communications / IPR, Inc. March 1996 - December 1999
Alliance Capital Management February 1995 - March 1996
American Banker 1990 - 1994
Business Today Egypt and Cairo Today magazines January 1991 - June 1993
Crain Communications 1990 - 1992
Skills
Crisis Communications, Media Relations, Public Relations, Corporate Communications, Writing, Journalism, Investor Relations, Event Management, Publications, Strategic Communications, Editing, Public Speaking, Press Releases, Marketing Communications, Event Planning, Copywriting, Copy Editing, Marketing Strategy, Business Development, Blogging, Advertising, Start-ups, Management, Marketing, Digital Media, Magazines, Strategic Partnerships, Internal Communications, Leadership, Newspapers, Social Media, Content Management, Storytelling, Online Marketing, Newsletters, Speech Writing, Web Content, SEO
Education
Northwestern University 1999 — 2000
MS, Journalism
Georgetown University 1982 — 1986
BA, Government, English
Choate Rosemary Hall 1979 — 1982
Brearley 1970 — 1982
Arthur Hoyt Arthur Hoyt's Alliance Capital Management Experience 1997 - 2000
Job Regional Sales Manager at Omhu Inc
Industry Marketing and Advertising
Experience
Omhu Inc November 2012 - Present
Self Employed Sales and Marketing Consultant December 2009 - Present
DOTmed.com May 2011 - May 2012
The Washington Post May 2009 - October 2009
The New York Enterprise Report June 2006 - October 2008
Sales and Marketing Consultant 2004 - 2006
Kinetics Mutual Funds 2001 - 2004
W Hayward Burns ASP 2000 - 2003
The Potomac Funds 2000 - 2001
Alliance Capital Management 1997 - 2000
Skills
Online Advertising, Marketing Strategy, Advertising, B2B, Marketing, Sales, New Business Development, Email Marketing, Digital Marketing, Social Media, Social Media Marketing, Marketing Communications, Digital Media, Account Management, Integrated Marketing, Online Marketing, Direct Marketing, Management, Sales Process, Retail, Business Development, Selling
Education
Baruch College, City University of New York (CUNY) 1982 — 1987
BBA, Business Administration
South Side High School 1979 — 1982
Omhu Inc November 2012 - Present
Self Employed Sales and Marketing Consultant December 2009 - Present
DOTmed.com May 2011 - May 2012
The Washington Post May 2009 - October 2009
The New York Enterprise Report June 2006 - October 2008
Sales and Marketing Consultant 2004 - 2006
Kinetics Mutual Funds 2001 - 2004
W Hayward Burns ASP 2000 - 2003
The Potomac Funds 2000 - 2001
Alliance Capital Management 1997 - 2000
Skills
Online Advertising, Marketing Strategy, Advertising, B2B, Marketing, Sales, New Business Development, Email Marketing, Digital Marketing, Social Media, Social Media Marketing, Marketing Communications, Digital Media, Account Management, Integrated Marketing, Online Marketing, Direct Marketing, Management, Sales Process, Retail, Business Development, Selling
Education
Baruch College, City University of New York (CUNY) 1982 — 1987
BBA, Business Administration
South Side High School 1979 — 1982
Alba Herrera's Alliance Capital Management Experience October 1990 - October 1991
Job Bilingual Tech Support Specialist at MMS Education
Industry Education Management
Experience
MMS Education April 2015 - Present
Educational Testing Service (ETS) October 2013 - Present
Law School Admission Council (LSAC) April 2013 - October 2013
Educational Testing Service (ETS) August 2011 - April 2013
Educational Testing Service (ETS) January 2010 - August 2011
TimberNickel One Stop Shop October 2004 - October 2009
Snelling Personnel Services November 2003 - April 2004
Icon Imaging Company August 2001 - June 2002
Alliance Capital Management October 1990 - October 1991
Skills
PowerPoint, Research, Spanish, Social Media, Blogging, Access, Proofreading, Wordpress, Intercultural..., Localization, Project Management, Public Speaking, Community Outreach, Customer Service, Training, Teaching, Program Development, Management, Leadership Development
Education
Appalachian State University 1983 — 1986
BA - Spanish, Spanish
Appalachian State University 1983 — 1986
B.A, Spanish
Rutgers University – Camden
Working on Masters Degree, Masters of Liberal Arts Studies
MMS Education April 2015 - Present
Educational Testing Service (ETS) October 2013 - Present
Law School Admission Council (LSAC) April 2013 - October 2013
Educational Testing Service (ETS) August 2011 - April 2013
Educational Testing Service (ETS) January 2010 - August 2011
TimberNickel One Stop Shop October 2004 - October 2009
Snelling Personnel Services November 2003 - April 2004
Icon Imaging Company August 2001 - June 2002
Alliance Capital Management October 1990 - October 1991
Skills
PowerPoint, Research, Spanish, Social Media, Blogging, Access, Proofreading, Wordpress, Intercultural..., Localization, Project Management, Public Speaking, Community Outreach, Customer Service, Training, Teaching, Program Development, Management, Leadership Development
Education
Appalachian State University 1983 — 1986
BA - Spanish, Spanish
Appalachian State University 1983 — 1986
B.A, Spanish
Rutgers University – Camden
Working on Masters Degree, Masters of Liberal Arts Studies
Grant Richard Grant Richard's Alliance Capital Management Experience May 1997 - July 1998
Job Technology Infrastructure Strategy, Engineering and Operations at Goldman Sachs Technology Fellow & Managing Director
Industry Financial Services
Experience
Goldman Sachs August 1998 - Present
Open Compute Project September 2011 - February 2014
Alliance Capital Management May 1997 - July 1998
Travelers September 1994 - April 1997
Columbia University, Computer Technology and Applications December 1987 - August 1994
Skills
Vendor Management, Business Continuity, Enterprise Architecture, IT Strategy, Cloud Computing, Data Center, Disaster Recovery, Trading Systems, IT Management, IT Operations, ITIL, Infrastructure, Virtualization, Integration, SDLC, Solution Architecture
Education
New York University 1993 — 1995
Certificate in Financial Markets
Columbia University in the City of New York 1980 — 1987
Goldman Sachs August 1998 - Present
Open Compute Project September 2011 - February 2014
Alliance Capital Management May 1997 - July 1998
Travelers September 1994 - April 1997
Columbia University, Computer Technology and Applications December 1987 - August 1994
Skills
Vendor Management, Business Continuity, Enterprise Architecture, IT Strategy, Cloud Computing, Data Center, Disaster Recovery, Trading Systems, IT Management, IT Operations, ITIL, Infrastructure, Virtualization, Integration, SDLC, Solution Architecture
Education
New York University 1993 — 1995
Certificate in Financial Markets
Columbia University in the City of New York 1980 — 1987
Noah Schwarz's Alliance Capital Management Experience 2000 - 2000
Job Senior Client Partner at Korn Ferry
Industry Investment Banking
Experience
Korn Ferry December 2014 - Present
CTPartners April 2013 - November 2014
Heidrick & Struggles February 2011 - April 2013
Goldman Sachs & Co. May 2005 - February 2011
Davis Polk & Wardwell June 2002 - April 2005
United States Senate 2001 - 2001
US Securities and Exchange Commission 2001 - 2001
ACI Capital Group 2001 - 2001
Alliance Capital Management 2000 - 2000
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Hedge Funds, Strategy, Capital Markets, Finance, Asset Management
Education
Colgate University
Horace Greeley High School
Korn Ferry December 2014 - Present
CTPartners April 2013 - November 2014
Heidrick & Struggles February 2011 - April 2013
Goldman Sachs & Co. May 2005 - February 2011
Davis Polk & Wardwell June 2002 - April 2005
United States Senate 2001 - 2001
US Securities and Exchange Commission 2001 - 2001
ACI Capital Group 2001 - 2001
Alliance Capital Management 2000 - 2000
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Hedge Funds, Strategy, Capital Markets, Finance, Asset Management
Education
Colgate University
Horace Greeley High School
Arnavaz Patel's Alliance Capital Management Experience 1993 - 2005
Job
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wachovia May 2008 - May 2010
Wachovia/Corporate and Investment Banking November 2005 - May 2008
Alliance Capital Management 1993 - 2005
Education
Columbia University in the City of New York 2002 — 2004
Rutgers, The State University of New Jersey-Newark 1990 — 1993
Bachelors
Wells Fargo August 2012 - Present
Wachovia May 2008 - May 2010
Wachovia/Corporate and Investment Banking November 2005 - May 2008
Alliance Capital Management 1993 - 2005
Education
Columbia University in the City of New York 2002 — 2004
Rutgers, The State University of New Jersey-Newark 1990 — 1993
Bachelors
Anna Rakhmanchik's Alliance Capital Management Experience 2001 - 2003
Job IT Project Manager CUNY Brooklyn College
Industry Education Management
Experience
City University of New York - Brooklyn College August 2011 - Present
TransCare April 2010 - June 2011
Bank of New York Mellon January 2008 - June 2010
American Express November 2004 - December 2007
Alliance Capital Management 2001 - 2003
Skills
Six Sigma, Vendor Management, Business Process..., Business Analysis, Process Improvement, Program Management, Visio, Cross-functional Team..., Microsoft Office, Black Belt, Project Management, Operations Management, SDLC, Data Analysis, Business Strategy, Change Management, Risk Management, Strategic Planning, Management, Team Building, PMO, Team Leadership, Management Consulting, Disaster Recovery, Business Continuity..., Access, Analysis, PeopleSoft
Education
City University of New York-Brooklyn College 1998 — 2002
Bachelor of Science (B.S.), Computer Science
City University of New York - Brooklyn College August 2011 - Present
TransCare April 2010 - June 2011
Bank of New York Mellon January 2008 - June 2010
American Express November 2004 - December 2007
Alliance Capital Management 2001 - 2003
Skills
Six Sigma, Vendor Management, Business Process..., Business Analysis, Process Improvement, Program Management, Visio, Cross-functional Team..., Microsoft Office, Black Belt, Project Management, Operations Management, SDLC, Data Analysis, Business Strategy, Change Management, Risk Management, Strategic Planning, Management, Team Building, PMO, Team Leadership, Management Consulting, Disaster Recovery, Business Continuity..., Access, Analysis, PeopleSoft
Education
City University of New York-Brooklyn College 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Richard Conti's Alliance Capital Management Experience 1996 - 1999
Job Executive Director at Nomura
Industry Banking
Experience
Nomura May 2010 - Present
Deutsche Bank August 2006 - March 2010
CIBC Oppenheimer 2001 - 2006
Instinet Corporation 1998 - 2001
Alliance Capital Management 1996 - 1999
Education
Adelphi University 1990 — 1994
Nomura May 2010 - Present
Deutsche Bank August 2006 - March 2010
CIBC Oppenheimer 2001 - 2006
Instinet Corporation 1998 - 2001
Alliance Capital Management 1996 - 1999
Education
Adelphi University 1990 — 1994
William H. Woolverton's Alliance Capital Management Experience 1986 - 1988
Job Senior Managing Director and General Counsel at Gottex Funds Management and Owner, Gottex Funds Management
Industry Financial Services
Experience
Gottex Funds Management January 2006 - Present
Dechert LLP 2005 - 2006
Putnam Investments 1988 - 2004
Alliance Capital Management 1986 - 1988
Rogers & Wells 1982 - 1985
United States Senate Committee on the Judiciary - Subcommittee on Constitutional Amendments 1975 - 1976
Skills
Hedge Funds, Asset Managment, Investments, Financial Services, Mutual Funds, Management, Structured Products, Securities, Private Equity, Capital Markets, Due Diligence, Corporate Governance, Mergers, Equities, Derivatives
Education
Columbia University School of Law
JD, Law
University of Cambridge
BA, MA, History
Amherst College
B.A., History and Political Philosophy
The Choate School
High School
Gottex Funds Management January 2006 - Present
Dechert LLP 2005 - 2006
Putnam Investments 1988 - 2004
Alliance Capital Management 1986 - 1988
Rogers & Wells 1982 - 1985
United States Senate Committee on the Judiciary - Subcommittee on Constitutional Amendments 1975 - 1976
Skills
Hedge Funds, Asset Managment, Investments, Financial Services, Mutual Funds, Management, Structured Products, Securities, Private Equity, Capital Markets, Due Diligence, Corporate Governance, Mergers, Equities, Derivatives
Education
Columbia University School of Law
JD, Law
University of Cambridge
BA, MA, History
Amherst College
B.A., History and Political Philosophy
The Choate School
High School
Fred Hahn's Alliance Capital Management Experience January 1999 - December 2001
Job Systems Analyst at Chico's FAS
Industry Information Technology and Services
Experience
Chico's FAS August 2004 - Present
Bed Bath & Beyond January 2002 - March 2004
Alliance Capital Management January 1999 - December 2001
Skills
Active Directory, Business Analysis, SDLC, Microsoft SQL Server, SharePoint, Integration, Visio, Retail, Process Improvement, Business Process, Project Management, Windows 7, SAP, Requirements Analysis, Technical Support, Software Documentation, POS, Windows, XP, Help Desk Support, Microsoft Exchange, SQL, Microsoft Office, ABAP, Business Intelligence, Windows Server
Education
County College of Morris 1996 — 2000
YES, Information Systems / Marketing Analysis
Chico's FAS August 2004 - Present
Bed Bath & Beyond January 2002 - March 2004
Alliance Capital Management January 1999 - December 2001
Skills
Active Directory, Business Analysis, SDLC, Microsoft SQL Server, SharePoint, Integration, Visio, Retail, Process Improvement, Business Process, Project Management, Windows 7, SAP, Requirements Analysis, Technical Support, Software Documentation, POS, Windows, XP, Help Desk Support, Microsoft Exchange, SQL, Microsoft Office, ABAP, Business Intelligence, Windows Server
Education
County College of Morris 1996 — 2000
YES, Information Systems / Marketing Analysis
Kevin Krebs's Alliance Capital Management Experience March 1996 - June 1998
Job Sr. Manager, IT Project Management: Data Center, Networking, Telecommunications
Industry Packaging and Containers
Experience
Uline March 2013 - Present
Uline October 2006 - March 2013
IBM October 2002 - October 2006
PriceWaterhouseCoopers April 1999 - October 2002
Electronic Systems Associates (ESA) June 1998 - April 1999
Alliance Capital Management March 1996 - June 1998
Concurrent Computer Corporation January 1995 - March 1996
Ciba-Geigy November 1983 - January 1995
Skills
PMO, Project Management, Telecommunications, Project Planning, Management Consulting, Data Center, Networking, Team Building, IT Strategy, Vendor Management, IT Management, Avaya, Cisco, Information Technology, Cloud Computing, Business Analysis, Telephony, SDLC, Enterprise Architecture, Disaster Recovery, Integration, Process Improvement, Management, Project Portfolio..., PMP, ITIL, Business Process..., ERP, Visio, Business Intelligence, Cross-functional Team..., Software Documentation, Software Project..., IT Service Management, Business Process, IT Operations, Solution Architecture, Cisco Technologies
Education
Monmouth University
Ocean County College
Uline March 2013 - Present
Uline October 2006 - March 2013
IBM October 2002 - October 2006
PriceWaterhouseCoopers April 1999 - October 2002
Electronic Systems Associates (ESA) June 1998 - April 1999
Alliance Capital Management March 1996 - June 1998
Concurrent Computer Corporation January 1995 - March 1996
Ciba-Geigy November 1983 - January 1995
Skills
PMO, Project Management, Telecommunications, Project Planning, Management Consulting, Data Center, Networking, Team Building, IT Strategy, Vendor Management, IT Management, Avaya, Cisco, Information Technology, Cloud Computing, Business Analysis, Telephony, SDLC, Enterprise Architecture, Disaster Recovery, Integration, Process Improvement, Management, Project Portfolio..., PMP, ITIL, Business Process..., ERP, Visio, Business Intelligence, Cross-functional Team..., Software Documentation, Software Project..., IT Service Management, Business Process, IT Operations, Solution Architecture, Cisco Technologies
Education
Monmouth University
Ocean County College
Paul Bourke's Alliance Capital Management Experience 1996 - 2000
Job Sr. Vice President
Industry Financial Services
Experience
Valuation Research Corporation May 2010 - Present
Stanfield Capital Partners May 2006 - May 2010
Zolfo Cooper March 2002 - May 2006
Merrill Lynch June 2000 - March 2002
Alliance Capital Management 1996 - 2000
Skills
Valuation, High Yield, Financial Analysis, Credit Risk, Fixed Income, Credit Analysis
Education
Fordham Gabelli School of Business 2005 — 2007
La Salle University - School of Business Administration
BS, Finance
Valuation Research Corporation May 2010 - Present
Stanfield Capital Partners May 2006 - May 2010
Zolfo Cooper March 2002 - May 2006
Merrill Lynch June 2000 - March 2002
Alliance Capital Management 1996 - 2000
Skills
Valuation, High Yield, Financial Analysis, Credit Risk, Fixed Income, Credit Analysis
Education
Fordham Gabelli School of Business 2005 — 2007
La Salle University - School of Business Administration
BS, Finance
Edward Jamrozy's Alliance Capital Management Experience 1988 - 1994
Job Customer Service
Industry Financial Services
Experience
Merrill Lynch May 1997 - November 2001
Alliance Capital Management 1988 - 1994
AllianceBernstein 1986 - 1994
Skills
Logical Data Modeling, Excel, Microsoft Office, Organizational..., Quality Assurance, Educational Technology, Writing, Microsoft Word, Technical Writing, Microsoft Excel, Proofreading
Education
Le Moyne College 1964 — 1968
BA, French
Merrill Lynch May 1997 - November 2001
Alliance Capital Management 1988 - 1994
AllianceBernstein 1986 - 1994
Skills
Logical Data Modeling, Excel, Microsoft Office, Organizational..., Quality Assurance, Educational Technology, Writing, Microsoft Word, Technical Writing, Microsoft Excel, Proofreading
Education
Le Moyne College 1964 — 1968
BA, French
Andrew Yorks's Alliance Capital Management Experience 1992 - 1999
Job
Industry Financial Services
Experience
Lincoln Financial Group August 2013 - Present
Four Wood Capital Partners September 2012 - August 2013
Stratum Capital Advisors, LLC February 2010 - August 2013
Four Wood Capital Partners February 2012 - September 2012
Sunrise Financial Group September 2009 - December 2011
BlackRock Financial Management 1999 - 2008
Alliance Capital Management 1992 - 1999
Skills
Fixed Income, Portfolio Management, Credit Derivatives, Corporate Bonds, Capital Structure..., Structured Credit, Alternative Credit, Credit, Capital Structure, Hedge Funds, Corporates, Capital Markets, Equities, Investments, Bonds, Trading, Investment Banking, Investment Strategies, Alternative Investments, Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA
Lehigh University 1988 — 1992
Bachelor of Arts (BA)
Lincoln Financial Group August 2013 - Present
Four Wood Capital Partners September 2012 - August 2013
Stratum Capital Advisors, LLC February 2010 - August 2013
Four Wood Capital Partners February 2012 - September 2012
Sunrise Financial Group September 2009 - December 2011
BlackRock Financial Management 1999 - 2008
Alliance Capital Management 1992 - 1999
Skills
Fixed Income, Portfolio Management, Credit Derivatives, Corporate Bonds, Capital Structure..., Structured Credit, Alternative Credit, Credit, Capital Structure, Hedge Funds, Corporates, Capital Markets, Equities, Investments, Bonds, Trading, Investment Banking, Investment Strategies, Alternative Investments, Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA
Lehigh University 1988 — 1992
Bachelor of Arts (BA)
Angel Salazar's Alliance Capital Management Experience 1994 - 2002
Job Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 1987 - Present
Alliance Capital Management 1994 - 2002
Equitable Capital January 1987 - 1994
Skills
Fixed Income, Asset Managment, Bloomberg, Portfolio Management, Securities, Capital Markets, Trading Systems, Middle Office, Trading, Financial Markets, Investment Management, Corporate Actions, Equities, Asset Management, Bonds, Mutual Funds
Education
City University of New York City College
AllianceBernstein January 1987 - Present
Alliance Capital Management 1994 - 2002
Equitable Capital January 1987 - 1994
Skills
Fixed Income, Asset Managment, Bloomberg, Portfolio Management, Securities, Capital Markets, Trading Systems, Middle Office, Trading, Financial Markets, Investment Management, Corporate Actions, Equities, Asset Management, Bonds, Mutual Funds
Education
City University of New York City College
Laura Mah's Alliance Capital Management Experience April 1989 - August 2000
Job Retired Financial Services Executive
Industry Financial Services
Experience
Sanctuary for Families June 2015 - Present
Fidelity Investments September 2012 - January 2014
Allianz Global Investors January 2010 - September 2012
Allianz Global Investors January 2010 - June 2011
Allianz Global Investors January 2009 - December 2009
Allianz Global Investors August 2000 - December 2008
Alliance Capital Management April 1989 - August 2000
Skills
Alternative Investments, Asset Management, Bloomberg, Business Analysis, Change Management, Compliance, Due Diligence, Equities, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Hedge Funds, IT Operations Management, Insurance, Investment Management, Investments, Leadership, Legal, Management, Mutual Funds, Operations Management, Portfolio Management, Project Planning, Risk Management, Securities, Strategic Planning, Trading, Valuation, Vendor Management, Wealth Management
Education
City University of New York-Brooklyn College
Bachelor of Science, Accounting
Sanctuary for Families June 2015 - Present
Fidelity Investments September 2012 - January 2014
Allianz Global Investors January 2010 - September 2012
Allianz Global Investors January 2010 - June 2011
Allianz Global Investors January 2009 - December 2009
Allianz Global Investors August 2000 - December 2008
Alliance Capital Management April 1989 - August 2000
Skills
Alternative Investments, Asset Management, Bloomberg, Business Analysis, Change Management, Compliance, Due Diligence, Equities, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Hedge Funds, IT Operations Management, Insurance, Investment Management, Investments, Leadership, Legal, Management, Mutual Funds, Operations Management, Portfolio Management, Project Planning, Risk Management, Securities, Strategic Planning, Trading, Valuation, Vendor Management, Wealth Management
Education
City University of New York-Brooklyn College
Bachelor of Science, Accounting
Mara DeVizio's Alliance Capital Management Experience 2000 - 2002
Job Human Resources Professional
Industry Human Resources
Experience
Sanofi May 2015 - Present
Summit Medical Group February 2014 - April 2015
Stafford Communications July 2009 - August 2009
The Star-Ledger December 2008 - August 2009
Solomon Page Group November 2007 - September 2008
ICAP 2005 - 2006
AIG 2003 - 2005
Alliance Capital Management 2000 - 2002
Skills
•Word, Excel,..., Employee Relations, Recruiting, Benefits Administration, Human Resources, Onboarding, HRIS, Applicant Tracking..., College Recruiting, Employee Benefits, PeopleSoft, New Hire Orientations, Temporary Placement, Personnel Management, Interviews
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
Bachelor's degree, Psychology
City University of New York-Baruch College 1994 — 2000
BA, Psychology
Sanofi May 2015 - Present
Summit Medical Group February 2014 - April 2015
Stafford Communications July 2009 - August 2009
The Star-Ledger December 2008 - August 2009
Solomon Page Group November 2007 - September 2008
ICAP 2005 - 2006
AIG 2003 - 2005
Alliance Capital Management 2000 - 2002
Skills
•Word, Excel,..., Employee Relations, Recruiting, Benefits Administration, Human Resources, Onboarding, HRIS, Applicant Tracking..., College Recruiting, Employee Benefits, PeopleSoft, New Hire Orientations, Temporary Placement, Personnel Management, Interviews
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
Bachelor's degree, Psychology
City University of New York-Baruch College 1994 — 2000
BA, Psychology
Marco Santamaria's Alliance Capital Management Experience 1993 - 1995
Job Emerging Markets Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2010 - Present
Global Securities Advisors, LLC August 2002 - June 2010
Lehman Brothers 1999 - 2002
AIG Global Investment Group 1998 - 2000
ING Barings Securities 1995 - 1998
Alliance Capital Management 1993 - 1995
Skills
Fixed Income, Emerging Markets, Asset Managment, Latin America, Equities
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1987 — 1989
M.A., Economics
Amherst College 1983 — 1987
A.B., Economics, English
AllianceBernstein June 2010 - Present
Global Securities Advisors, LLC August 2002 - June 2010
Lehman Brothers 1999 - 2002
AIG Global Investment Group 1998 - 2000
ING Barings Securities 1995 - 1998
Alliance Capital Management 1993 - 1995
Skills
Fixed Income, Emerging Markets, Asset Managment, Latin America, Equities
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1987 — 1989
M.A., Economics
Amherst College 1983 — 1987
A.B., Economics, English
Bernadette Weekes's Alliance Capital Management Experience 1990 - 1994
Job Systems Specialist Financial Applications at Berkley Technology Services
Industry Information Technology and Services
Experience
Berkley Technology Services January 2012 - Present
MetLife November 2010 - December 2011
American Life Insurance Company January 2010 - November 2010
State Street Corp 1999 - 2009
Princeton Financial Systems 1994 - 1999
Alliance Capital Management 1990 - 1994
Equitable Life 1984 - 1990
JC Penney 1980 - 1984
Skills
Business Analysis, Process Improvement, Management, Insurance, SDLC, Financial Analysis, Investments, Finance, Leadership, PAM for Securities, Business Intelligence, Impromptu, Risk Management, Analysis, Accounting, Access, Financial Services, Vendor Management
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems and Statistics
Florida Institute of Technology
MS, Information Systems
University of Delaware
Certificate, Business Analysis
Berkley Technology Services January 2012 - Present
MetLife November 2010 - December 2011
American Life Insurance Company January 2010 - November 2010
State Street Corp 1999 - 2009
Princeton Financial Systems 1994 - 1999
Alliance Capital Management 1990 - 1994
Equitable Life 1984 - 1990
JC Penney 1980 - 1984
Skills
Business Analysis, Process Improvement, Management, Insurance, SDLC, Financial Analysis, Investments, Finance, Leadership, PAM for Securities, Business Intelligence, Impromptu, Risk Management, Analysis, Accounting, Access, Financial Services, Vendor Management
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems and Statistics
Florida Institute of Technology
MS, Information Systems
University of Delaware
Certificate, Business Analysis
Stacey B. Zeltner's Alliance Capital Management Experience 1998 - 1999
Job Executive Director of Human Resources
Industry Human Resources
Experience
Monroe College 2014 - Present
New York Life Insurance Company 2012 - 2013
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2009 - 2010
JPMorgan Chase 2008 - 2009
Bear, Stearns & Co. Inc. 2007 - 2008
Citigroup Asset Management 2003 - 2006
Citigroup Asset Management 2000 - 2004
Alliance Capital Management 1998 - 1999
JP Morgan 1996 - 1998
Skills
Talent Management, Talent Acquisition, Organizational..., Performance Management, Employee Relations, Project Management, Talent Development, Restructuring and..., Policy and Procedure, Organizational..., Strategy, Change Management, Coaching, Career Management, Training, Leadership, Management, Personnel Management, Human Resources, Recruiting
Education
Cornell University
B.S., Human Development
Teachers College of Columbia University
M.A., Organizational Psychology
Monroe College 2014 - Present
New York Life Insurance Company 2012 - 2013
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2009 - 2010
JPMorgan Chase 2008 - 2009
Bear, Stearns & Co. Inc. 2007 - 2008
Citigroup Asset Management 2003 - 2006
Citigroup Asset Management 2000 - 2004
Alliance Capital Management 1998 - 1999
JP Morgan 1996 - 1998
Skills
Talent Management, Talent Acquisition, Organizational..., Performance Management, Employee Relations, Project Management, Talent Development, Restructuring and..., Policy and Procedure, Organizational..., Strategy, Change Management, Coaching, Career Management, Training, Leadership, Management, Personnel Management, Human Resources, Recruiting
Education
Cornell University
B.S., Human Development
Teachers College of Columbia University
M.A., Organizational Psychology
Frank Arlia's Alliance Capital Management Experience March 2001 - August 2003
Job Owner/ Managing Partner at Arlia Family Partnership
Industry Real Estate
Experience
New Yorker Realty 2008 - Present
Arlia Family Partnership 1987 - Present
Credit Suisse July 2004 - July 2008
Credit Suisse First Boston August 2003 - July 2004
Alliance Capital Management March 2001 - August 2003
JPMorgan Chase October 1997 - March 2001
The Chase Manhattan Bank April 1996 - October 1997
The Chase Manhattan Bank April 1994 - April 1996
Ambassador Management Real Estate November 1992 - November 1994
Skills
Portfolio Management, Banking, Securities, Real Estate, Fixed Income, Bonds, Financial Services, Finance
Education
University of Phoenix 2002 — 2009
MBA, Business Administration
Fordham University 1988 — 1992
BS, Finance/Marketing/Italian
Xavier High School 1984 — 1988
Blue Ribbon, Jesuit Education
New Yorker Realty 2008 - Present
Arlia Family Partnership 1987 - Present
Credit Suisse July 2004 - July 2008
Credit Suisse First Boston August 2003 - July 2004
Alliance Capital Management March 2001 - August 2003
JPMorgan Chase October 1997 - March 2001
The Chase Manhattan Bank April 1996 - October 1997
The Chase Manhattan Bank April 1994 - April 1996
Ambassador Management Real Estate November 1992 - November 1994
Skills
Portfolio Management, Banking, Securities, Real Estate, Fixed Income, Bonds, Financial Services, Finance
Education
University of Phoenix 2002 — 2009
MBA, Business Administration
Fordham University 1988 — 1992
BS, Finance/Marketing/Italian
Xavier High School 1984 — 1988
Blue Ribbon, Jesuit Education
Ainsley Gordon's Alliance Capital Management Experience 1986 - 1995
Job Associate at Societe Generale
Industry Investment Banking
Experience
Societe Generale Programmer Analyst/BASG Americas LLC1997 - Present
Lehman Brothers 1995 - 1997
Alliance Capital Management 1986 - 1995
Skills
Fixed Income, Investment Banking, Derivatives
Education
City University of New York 1984 — 1987
Societe Generale Programmer Analyst/BASG Americas LLC1997 - Present
Lehman Brothers 1995 - 1997
Alliance Capital Management 1986 - 1995
Skills
Fixed Income, Investment Banking, Derivatives
Education
City University of New York 1984 — 1987
Shawn Herndon's Alliance Capital Management Experience May 1989 - November 1998
Job Automation Engineer at Verisk Analytics
Industry Information Technology and Services
Experience
Verisk Analytics February 2003 - Present
Insurance Services Office February 2003 - March 2009
Alliance Capital Management May 1989 - November 1998
Skills
SDLC, Disaster Recovery, VMware, Requirements Analysis, Unix, Microsoft SQL Server, Active Directory, Mainframe, DNS, Windows, Virtualization, Visio, Agile Methodologies, SQL, Process Improvement, Business Analysis, Security, Cisco Technologies, ITIL, Databases, Project Management, VMware ESX, Citrix Xen Desktop, Citrix XenApp, Cloud Computing, VDI, Cisco UCS, Citrix, Enterprise Software, Citrix Metaframe, Software Installation, Xen, Windows Server, vSphere, Hyper-V, Operating Systems, Storage, VMware vSphere
Education
Global Knowledge 2013 — 2013
DCUCI v5.0 - Cisco UCS Implementation
Global Knowledge 2013 — 2013
VMware vSphere: What's New [V5.1]
Global Knowledge 2011 — 2011
VMware Install, Configure and Manage 4.x
Global Knowledge 2011 — 2011
VMware Troubleshooting 4.x
Global Knowledge 2012 — 2012
CCNA Bootcamp ICND1 and ICND2
Netlan 2011 — 2011
Citrix Xen Desktop 5 Install, Configure and Manage
Bergen Community College 2009 — 2013
General Science
Verisk Analytics February 2003 - Present
Insurance Services Office February 2003 - March 2009
Alliance Capital Management May 1989 - November 1998
Skills
SDLC, Disaster Recovery, VMware, Requirements Analysis, Unix, Microsoft SQL Server, Active Directory, Mainframe, DNS, Windows, Virtualization, Visio, Agile Methodologies, SQL, Process Improvement, Business Analysis, Security, Cisco Technologies, ITIL, Databases, Project Management, VMware ESX, Citrix Xen Desktop, Citrix XenApp, Cloud Computing, VDI, Cisco UCS, Citrix, Enterprise Software, Citrix Metaframe, Software Installation, Xen, Windows Server, vSphere, Hyper-V, Operating Systems, Storage, VMware vSphere
Education
Global Knowledge 2013 — 2013
DCUCI v5.0 - Cisco UCS Implementation
Global Knowledge 2013 — 2013
VMware vSphere: What's New [V5.1]
Global Knowledge 2011 — 2011
VMware Install, Configure and Manage 4.x
Global Knowledge 2011 — 2011
VMware Troubleshooting 4.x
Global Knowledge 2012 — 2012
CCNA Bootcamp ICND1 and ICND2
Netlan 2011 — 2011
Citrix Xen Desktop 5 Install, Configure and Manage
Bergen Community College 2009 — 2013
General Science
Jack Fan's Alliance Capital Management Experience October 2000 - January 2004
Job Experienced Finance Professional
Industry Biotechnology
Experience
Grifols (formally Talecris) June 2011 - Present
Talecris Biotherapeutics January 2010 - May 2011
Talecris Biotherapeutics December 2008 - January 2010
Credit Suisse Group January 2004 - February 2008
Alliance Capital Management October 2000 - January 2004
Sanford C. Bernstein March 1999 - October 2000
Skills
Long-term strategic..., Financial modeling and..., Scenario planning, Budgeting & forecasting, Management reporting &..., P/L analysis and..., Internal control &...
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
Grifols (formally Talecris) June 2011 - Present
Talecris Biotherapeutics January 2010 - May 2011
Talecris Biotherapeutics December 2008 - January 2010
Credit Suisse Group January 2004 - February 2008
Alliance Capital Management October 2000 - January 2004
Sanford C. Bernstein March 1999 - October 2000
Skills
Long-term strategic..., Financial modeling and..., Scenario planning, Budgeting & forecasting, Management reporting &..., P/L analysis and..., Internal control &...
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
Joe Santangelo's Alliance Capital Management Experience 1996 - 1998
Job .
Industry Accounting
Experience
St. Johnland Nursing Center March 2009 - Present
Family Aides December 2008 - March 2009
Able Health Care September 2006 - September 2008
Wolf-Gordon 2003 - 2006
AXA 2001 - 2003
Ernst & Young 1998 - 2001
Alliance Capital Management 1996 - 1998
Dean Witter 1995 - 1996
Skills
Strategic Planning, Budgeting, Financial Reporting, Excel, Accounting, Financial Analysis, Forecasting, Internal Controls, General Ledger, Accounts Payable, GAAP, Financial Accounting, Quickbooks, Cash Management, Financial Management, Consolidation, Auditing, Audit, Analysis, Payroll, Financial Control, Process Improvement, Internal Audit, Microsoft Office, Access, Word, Great Plains Software, Microsoft Excel
Education
Hofstra University 1991 — 1995
BBA, Accounting
St. Johnland Nursing Center March 2009 - Present
Family Aides December 2008 - March 2009
Able Health Care September 2006 - September 2008
Wolf-Gordon 2003 - 2006
AXA 2001 - 2003
Ernst & Young 1998 - 2001
Alliance Capital Management 1996 - 1998
Dean Witter 1995 - 1996
Skills
Strategic Planning, Budgeting, Financial Reporting, Excel, Accounting, Financial Analysis, Forecasting, Internal Controls, General Ledger, Accounts Payable, GAAP, Financial Accounting, Quickbooks, Cash Management, Financial Management, Consolidation, Auditing, Audit, Analysis, Payroll, Financial Control, Process Improvement, Internal Audit, Microsoft Office, Access, Word, Great Plains Software, Microsoft Excel
Education
Hofstra University 1991 — 1995
BBA, Accounting
Victoria Piren Tesori's Alliance Capital Management Experience 2001 - 2004
Job VP at Bank of New York Mellon
Industry Information Technology and Services
Experience
Bank of New York Mellon 2004 - Present
Alliance Capital Management 2001 - 2004
Societe Generale 1997 - 2000
Credit Lyonnais 1991 - 1996
Education
Baruch College, City University of New York (CUNY)
MS
Baruch College, City University of New York (CUNY)
BBA
Bank of New York Mellon 2004 - Present
Alliance Capital Management 2001 - 2004
Societe Generale 1997 - 2000
Credit Lyonnais 1991 - 1996
Education
Baruch College, City University of New York (CUNY)
MS
Baruch College, City University of New York (CUNY)
BBA
Betty Cuervo's Alliance Capital Management Experience 1994 - 1999
Job Principal at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust December 2012 - Present
Bessemer Trust June 2009 - November 2012
Libra Securities 1999 - 2005
Alliance Capital Management 1994 - 1999
Equitable Capital Management Corporation 1986 - 1994
Skills
Fixed Income, Credit Analysis, Corporate Finance, Asset Management, Investment Management, Financial Modeling, Investor Relations, Equities, Portfolio Management, Private Placements, Investment Advisory, Asset Managment, Due Diligence, Investment Banking, Financial Analysis, Mutual Funds, Asset Allocation, Hedge Funds, Investments, Capital Markets, Securities
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Accounting/Finance
University of Miami 1978 — 1982
BS, Systems Analysis
Bessemer Trust December 2012 - Present
Bessemer Trust June 2009 - November 2012
Libra Securities 1999 - 2005
Alliance Capital Management 1994 - 1999
Equitable Capital Management Corporation 1986 - 1994
Skills
Fixed Income, Credit Analysis, Corporate Finance, Asset Management, Investment Management, Financial Modeling, Investor Relations, Equities, Portfolio Management, Private Placements, Investment Advisory, Asset Managment, Due Diligence, Investment Banking, Financial Analysis, Mutual Funds, Asset Allocation, Hedge Funds, Investments, Capital Markets, Securities
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Accounting/Finance
University of Miami 1978 — 1982
BS, Systems Analysis
Jamie Horn's Alliance Capital Management Experience 2000 - 2006
Job Municipal Portfolio Specialist at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors December 2011 - Present
UBS Wealth Management October 2010 - December 2011
Neuberger Berman July 2008 - October 2010
Robeco Investment Management January 2006 - July 2008
Alliance Capital Management 2000 - 2006
Skills
Asset Allocation, Securities, Relationship Management, Wealth Management, Mutual Funds, Municipalities, Bonds, Fixed Income, Portfolio Management, Series 7, Series 63, Separately Managed...
Education
Fordham Gabelli School of Business 2005 — 2009
MBA, Finance and Marketing
Lehigh University - College of Business and Economics 1995 — 1999
BS, Finance
Aspen High School
Aspen High School
PNC Capital Advisors December 2011 - Present
UBS Wealth Management October 2010 - December 2011
Neuberger Berman July 2008 - October 2010
Robeco Investment Management January 2006 - July 2008
Alliance Capital Management 2000 - 2006
Skills
Asset Allocation, Securities, Relationship Management, Wealth Management, Mutual Funds, Municipalities, Bonds, Fixed Income, Portfolio Management, Series 7, Series 63, Separately Managed...
Education
Fordham Gabelli School of Business 2005 — 2009
MBA, Finance and Marketing
Lehigh University - College of Business and Economics 1995 — 1999
BS, Finance
Aspen High School
Aspen High School
Carolee Delaney's Alliance Capital Management Experience July 2004 - July 2005
Job Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management August 2005 - Present
Alliance Capital Management July 2004 - July 2005
Skills
Financial Analysis, Alternative Investments
Education
Loyola College in Maryland 2000 — 2004
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Lazard Asset Management August 2005 - Present
Alliance Capital Management July 2004 - July 2005
Skills
Financial Analysis, Alternative Investments
Education
Loyola College in Maryland 2000 — 2004
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Leonard Murray's Alliance Capital Management Experience 1994 - 2004
Job Managing Partner Zion Consulting Group, LLC
Industry Real Estate
Experience
Zion Consulting Group, LLC 2004 - Present
Indigo Kitchen Montclair May 2012 - 2013
Alliance Capital Management 1994 - 2004
Merrill Lynch 1991 - 1994
TIAA-CREF 1991 - 1991
Skills
Investments, Due Diligence, Financial Modeling, Financial Analysis, Equities, Real Estate, Business Development, Asset Managment, Private Equity, Valuation, Portfolio Management, Investment Management, Alternative Investments, Strategic Planning, Strategic Negotiations, Product Structuring, Commercial Deal..., Venture Capital, Strategy, Corporate Finance, Asset Management, Investment Banking, Real Estate Development, Commercial Real Estate
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Morehouse College 1987 — 1992
ba, finance & real Estate
Central High School
REAP -Real Estate Associate Program
Zion Consulting Group, LLC 2004 - Present
Indigo Kitchen Montclair May 2012 - 2013
Alliance Capital Management 1994 - 2004
Merrill Lynch 1991 - 1994
TIAA-CREF 1991 - 1991
Skills
Investments, Due Diligence, Financial Modeling, Financial Analysis, Equities, Real Estate, Business Development, Asset Managment, Private Equity, Valuation, Portfolio Management, Investment Management, Alternative Investments, Strategic Planning, Strategic Negotiations, Product Structuring, Commercial Deal..., Venture Capital, Strategy, Corporate Finance, Asset Management, Investment Banking, Real Estate Development, Commercial Real Estate
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Morehouse College 1987 — 1992
ba, finance & real Estate
Central High School
REAP -Real Estate Associate Program
John A. McCabe's Alliance Capital Management Experience 2004 - 2005
Job Director of Compliance at ACDS, Inc.
Industry Nonprofit Organization Management
Experience
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
Andrew Dudek's Alliance Capital Management Experience 1990 - 1994
Job Client Service Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon CSOBNY Mellon2006 - 2008
The Reserve Funds 2003 - 2006
Alliance Capital Management 1990 - 1994
Skills
Securities, Fund Administration, Financial Services, Equities, Hedge Funds, Fixed Income, Management, Asset Managment
Education
Kean University 1987 — 1989
BNY Mellon CSOBNY Mellon2006 - 2008
The Reserve Funds 2003 - 2006
Alliance Capital Management 1990 - 1994
Skills
Securities, Fund Administration, Financial Services, Equities, Hedge Funds, Fixed Income, Management, Asset Managment
Education
Kean University 1987 — 1989
Sandy Burns's Alliance Capital Management Experience 1989 - 1994
Job Managing Director at Sterne Agee
Industry Capital Markets
Experience
Sterne Agee September 2008 - Present
SAC Capital December 2005 - June 2008
Deutsche Bank 1999 - 2005
Bankers Trust 1997 - 1999
Smith Barney 1994 - 1997
Alliance Capital Management 1989 - 1994
Skills
Hedge Funds, High Yield, Fixed Income, Portfolio Management, Capital Markets, Securities, Corporate Finance, Alternative Investments, Investment Banking, Equities, Financial Services, Special Situations, Bonds, Finance, Investments, Bloomberg, Valuation, Leveraged Finance
Education
Columbia University - Columbia Business School 1987 — 1989
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. Economics, Accounting
Sterne Agee September 2008 - Present
SAC Capital December 2005 - June 2008
Deutsche Bank 1999 - 2005
Bankers Trust 1997 - 1999
Smith Barney 1994 - 1997
Alliance Capital Management 1989 - 1994
Skills
Hedge Funds, High Yield, Fixed Income, Portfolio Management, Capital Markets, Securities, Corporate Finance, Alternative Investments, Investment Banking, Equities, Financial Services, Special Situations, Bonds, Finance, Investments, Bloomberg, Valuation, Leveraged Finance
Education
Columbia University - Columbia Business School 1987 — 1989
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. Economics, Accounting
Peter Sampson's Alliance Capital Management Experience August 2004 - February 2006
Job Security Architect at CIT
Industry Financial Services
Experience
CIT June 2014 - Present
Morgan Stanley August 2009 - June 2014
Morgan Stanley April 2006 - August 2009
Alliance Capital Management August 2004 - February 2006
JPMorgan Chase August 2001 - August 2004
JPMorgan Chase February 1998 - August 2001
Skills
Security, Firewalls, Solaris, Unix, ITIL, Linux, Disaster Recovery, Data Center, High Availability, Operating Systems, Enterprise Architecture, Servers, Perl, Information Security, DNS, Integration, Shell Scripting, Databases, Computer Security, SDLC
Education
Brunel University
BS, Computer Studies
Westwood College of Technology 2002 — 2006
Bsc, Information Security
CIT June 2014 - Present
Morgan Stanley August 2009 - June 2014
Morgan Stanley April 2006 - August 2009
Alliance Capital Management August 2004 - February 2006
JPMorgan Chase August 2001 - August 2004
JPMorgan Chase February 1998 - August 2001
Skills
Security, Firewalls, Solaris, Unix, ITIL, Linux, Disaster Recovery, Data Center, High Availability, Operating Systems, Enterprise Architecture, Servers, Perl, Information Security, DNS, Integration, Shell Scripting, Databases, Computer Security, SDLC
Education
Brunel University
BS, Computer Studies
Westwood College of Technology 2002 — 2006
Bsc, Information Security
Kanwal Kalra's Alliance Capital Management Experience 1999 - 2000
Job VP Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs December 2006 - Present
IBM 2000 - 2003
Alliance Capital Management 1999 - 2000
Teranet Inc. 1995 - 1999
Teranet Inc. 1995 - 1999
Skills
Disaster Recovery, SAN, Vendor Management, Solaris, Data Center, Unix, IT Strategy, ITIL, Perl, SDLC, Virtualization, Enterprise Architecture, Infrastructure, Business Continuity, Cloud Computing, Software Project..., IT Management, Risk Management, Business Analysis
Education
Universitetet i Oslo (UiO) 1986 — 1991
Cand. Mag., Computer Science
Brunel University London
M.S., Computer Networks
Delhi University
B.S., Mathematics
Goldman Sachs December 2006 - Present
IBM 2000 - 2003
Alliance Capital Management 1999 - 2000
Teranet Inc. 1995 - 1999
Teranet Inc. 1995 - 1999
Skills
Disaster Recovery, SAN, Vendor Management, Solaris, Data Center, Unix, IT Strategy, ITIL, Perl, SDLC, Virtualization, Enterprise Architecture, Infrastructure, Business Continuity, Cloud Computing, Software Project..., IT Management, Risk Management, Business Analysis
Education
Universitetet i Oslo (UiO) 1986 — 1991
Cand. Mag., Computer Science
Brunel University London
M.S., Computer Networks
Delhi University
B.S., Mathematics
Fred Hoffman's Alliance Capital Management Experience 1991 - 2006
Job Managing Director at Napier Park Global
Industry Investment Management
Experience
Napier Park Global Capital February 2013 - Present
Citi Alternative Investment November 2007 - January 2013
AllianceBernstein 2002 - 2006
Alliance Capital Management 1991 - 2006
Northstar Financial Services, Bermuda 2004 - 2005
Skills
Fixed Income, Hedge Funds, Alternative Investments, Equities, Derivatives, Capital Markets, Portfolio Management, Asset Management, Bloomberg, Bonds, Investments, Investment Banking, Securities, Trading, Credit Derivatives, Valuation, Structured Products, Financial Modeling, Emerging Markets, Credit
Education
Fairleigh Dickinson University 1993 — 1997
MA, Economics
Rutgers University-New Brunswick 1982 — 1986
BA, Computer Science, Economics
Napier Park Global Capital February 2013 - Present
Citi Alternative Investment November 2007 - January 2013
AllianceBernstein 2002 - 2006
Alliance Capital Management 1991 - 2006
Northstar Financial Services, Bermuda 2004 - 2005
Skills
Fixed Income, Hedge Funds, Alternative Investments, Equities, Derivatives, Capital Markets, Portfolio Management, Asset Management, Bloomberg, Bonds, Investments, Investment Banking, Securities, Trading, Credit Derivatives, Valuation, Structured Products, Financial Modeling, Emerging Markets, Credit
Education
Fairleigh Dickinson University 1993 — 1997
MA, Economics
Rutgers University-New Brunswick 1982 — 1986
BA, Computer Science, Economics
Patrick Mullen's Alliance Capital Management Experience 2001 - 2004
Job Director of Banking at State of New Jersey Department of Banking and Insurance
Industry Financial Services
Experience
State of New Jersey Department of Banking and Insurance May 2013 - Present
State of New Jersey Department of Banking and Insurance Division of Banking February 2011 - May 2013
Alliance Capital Management 2001 - 2004
ABN AMRO Bank 1997 - 2000
Barclays Capital 1988 - 1997
Skills
Financial Services, Series 7, Equities, Series 63, Capital Markets, Fixed Income, Securities, Business Development, Hedge Funds, Alternative Investments, Asset Management, Banking, Management, Strategy, Portfolio Management
Education
Ball State University - College of Business 1968 — 1969
MA, Management
State of New Jersey Department of Banking and Insurance May 2013 - Present
State of New Jersey Department of Banking and Insurance Division of Banking February 2011 - May 2013
Alliance Capital Management 2001 - 2004
ABN AMRO Bank 1997 - 2000
Barclays Capital 1988 - 1997
Skills
Financial Services, Series 7, Equities, Series 63, Capital Markets, Fixed Income, Securities, Business Development, Hedge Funds, Alternative Investments, Asset Management, Banking, Management, Strategy, Portfolio Management
Education
Ball State University - College of Business 1968 — 1969
MA, Management
Patrick Condello's Alliance Capital Management Experience September 2001 - January 2006
Job Head of AIS/Hedge Fund Valuations at BNY Mellon
Industry Banking
Experience
BNY Mellon July 2006 - Present
Legg Mason February 2006 - July 2006
Legg Mason January 2006 - July 2006
Alliance Berstein September 2001 - February 2006
Alliance Capital Management September 2001 - January 2006
Morgan Stanley December 1998 - July 2001
Morgan Stanley December 1998 - July 2001
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, Securities, Fund Administration, Alternative Investments, Fund Accounting, Equities, Asset Managment, Bonds, Corporate Actions, Valuation, Middle Office, Mutual Funds, Asset Management, Options, Swaps
Education
Brookdale Community College 1993 — 1995
Associates, Business
Brookdale CC
Business Administration; Management and Marketing
BNY Mellon July 2006 - Present
Legg Mason February 2006 - July 2006
Legg Mason January 2006 - July 2006
Alliance Berstein September 2001 - February 2006
Alliance Capital Management September 2001 - January 2006
Morgan Stanley December 1998 - July 2001
Morgan Stanley December 1998 - July 2001
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, Securities, Fund Administration, Alternative Investments, Fund Accounting, Equities, Asset Managment, Bonds, Corporate Actions, Valuation, Middle Office, Mutual Funds, Asset Management, Options, Swaps
Education
Brookdale Community College 1993 — 1995
Associates, Business
Brookdale CC
Business Administration; Management and Marketing
Cari Bederow (Bleckner)'s Alliance Capital Management Experience April 1997 - August 2000
Job Experienced Finance Executive
Industry Luxury Goods & Jewelry
Experience
Chanel September 2011 - Present
Chanel April 2007 - September 2011
Chanel November 2002 - April 2007
Goldman Sachs June 2001 - August 2001
Alliance Capital Management April 1997 - August 2000
Republic National Bank of NY September 1996 - April 1997
Skills
Financial Analysis, Forecasting, Analysis, Competitive Analysis, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Management, Strategic Planning, Finance, Leadership, Strategic Financial..., Financial Planning, Mergers, Financial Reporting, Process Improvement, Retail, Luxury Goods, Cross Functional Team..., Hyperion HFM, Team Building
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Indiana University Bloomington 1992 — 1996
BA, Psychology
Chanel September 2011 - Present
Chanel April 2007 - September 2011
Chanel November 2002 - April 2007
Goldman Sachs June 2001 - August 2001
Alliance Capital Management April 1997 - August 2000
Republic National Bank of NY September 1996 - April 1997
Skills
Financial Analysis, Forecasting, Analysis, Competitive Analysis, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Management, Strategic Planning, Finance, Leadership, Strategic Financial..., Financial Planning, Mergers, Financial Reporting, Process Improvement, Retail, Luxury Goods, Cross Functional Team..., Hyperion HFM, Team Building
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Indiana University Bloomington 1992 — 1996
BA, Psychology
Jonathan Adelman's Alliance Capital Management Experience April 2003 - September 2004
Job SVP, Global Client Finance at Edelman
Industry Marketing and Advertising
Experience
Edelman April 2013 - Present
McCann Worldgroup May 2012 - April 2013
Digitas September 2008 - May 2012
Brown Brothers Harriman September 2004 - July 2008
Alliance Capital Management April 2003 - September 2004
EMI Music July 2000 - October 2002
ARAMARK June 1998 - July 2000
Skills
Financial Analysis, Forecasting, Financial Services, Leadership, Integrated Marketing, Financial Modeling, Strategy, Analytics, Budgets
Education
Baruch College, City University of New York (CUNY)
MBA
Boston University
BS, Business Administration
Edelman April 2013 - Present
McCann Worldgroup May 2012 - April 2013
Digitas September 2008 - May 2012
Brown Brothers Harriman September 2004 - July 2008
Alliance Capital Management April 2003 - September 2004
EMI Music July 2000 - October 2002
ARAMARK June 1998 - July 2000
Skills
Financial Analysis, Forecasting, Financial Services, Leadership, Integrated Marketing, Financial Modeling, Strategy, Analytics, Budgets
Education
Baruch College, City University of New York (CUNY)
MBA
Boston University
BS, Business Administration
Mike Giambra's Alliance Capital Management Experience 1998 - 2001
Job Director at MRE Consulting
Industry Information Technology and Services
Experience
MRE Consulting February 2002 - Present
Credit Suisse 2007 - 2013
Strategic Energy May 2005 - September 2009
Dynegy 2006 - 2008
Shell Trading March 2007 - December 2007
DTE Energy Trading 2004 - 2005
Alliance Capital Management 1998 - 2001
Skills
Enterprise Architecture, Microsoft SQL Server, .NET, Petroleum, Openlink, Oracle, Software Development, Derivatives, IT Strategy, Commodity, Integration, ITIL, Risk Management, Back Office, ETRM, Visio, Business Analysis, Business Intelligence, Program Management, Requirements Analysis, Trading Systems, Commodity Markets, Interest Rate..., Visual Basic, Java, Software Project..., SDLC, SQL, Market Risk, Energy, Management Consulting, VBA, Requirements Gathering, Business Process Design, Financial Risk, Project Management, Vendor Management, Trading, Business Process..., Business Strategy, Change Management, Options, Financial Modeling, C#, Business Process, Settlement, SharePoint, IT Management, Gas, Solution Architecture
Education
Columbia Engineering 1994 — 1998
BS, Computer Science
Columbia University in the City of New York 1994 — 1998
BS, Computer Science
MRE Consulting February 2002 - Present
Credit Suisse 2007 - 2013
Strategic Energy May 2005 - September 2009
Dynegy 2006 - 2008
Shell Trading March 2007 - December 2007
DTE Energy Trading 2004 - 2005
Alliance Capital Management 1998 - 2001
Skills
Enterprise Architecture, Microsoft SQL Server, .NET, Petroleum, Openlink, Oracle, Software Development, Derivatives, IT Strategy, Commodity, Integration, ITIL, Risk Management, Back Office, ETRM, Visio, Business Analysis, Business Intelligence, Program Management, Requirements Analysis, Trading Systems, Commodity Markets, Interest Rate..., Visual Basic, Java, Software Project..., SDLC, SQL, Market Risk, Energy, Management Consulting, VBA, Requirements Gathering, Business Process Design, Financial Risk, Project Management, Vendor Management, Trading, Business Process..., Business Strategy, Change Management, Options, Financial Modeling, C#, Business Process, Settlement, SharePoint, IT Management, Gas, Solution Architecture
Education
Columbia Engineering 1994 — 1998
BS, Computer Science
Columbia University in the City of New York 1994 — 1998
BS, Computer Science
Kristine N. Thomas's Alliance Capital Management Experience 1998 - 2001
Job GLOBAL HR PROJECT MANAGER leading Recognition & Rewards | Work Life Flex | Diversity & Inclusion | Employer of Choice
Industry Financial Services
Experience
MasterCard 2008 - 2015
Merrill Lynch 2001 - 2008
Alliance Capital Management 1998 - 2001
BlackRock 1996 - 1998
Skills
Program Management, Project Management, Employee Recognition, Work/Life Flexibility, Performance Management, Recruiting, Leadership Development, Organizational..., Employee Relations, Leadership, Strategic Planning, Training, Microsoft Office, Human Resources, Vendor Management, Strategy, Management, Process Improvement
Education
Fordham University
Bachelor of Science, Psychology
MasterCard 2008 - 2015
Merrill Lynch 2001 - 2008
Alliance Capital Management 1998 - 2001
BlackRock 1996 - 1998
Skills
Program Management, Project Management, Employee Recognition, Work/Life Flexibility, Performance Management, Recruiting, Leadership Development, Organizational..., Employee Relations, Leadership, Strategic Planning, Training, Microsoft Office, Human Resources, Vendor Management, Strategy, Management, Process Improvement
Education
Fordham University
Bachelor of Science, Psychology
Rob Flowers's Alliance Capital Management Experience June 1987 - January 2003
Job Partner at Atalaya Capital Management, LP
Industry Financial Services
Experience
Atalaya Capital Management, LP May 2011 - Present
TTM Capital, LLC 2009 - June 2011
D.B. Zwirn & Co. February 2004 - April 2008
PPM America January 1996 - June 2003
Alliance Capital Management June 1987 - January 2003
Connecticut National Bank 1982 - 1985
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Finance
University of California, Santa Barbara 1976 — 1980
BA, Business Economics
Atalaya Capital Management, LP May 2011 - Present
TTM Capital, LLC 2009 - June 2011
D.B. Zwirn & Co. February 2004 - April 2008
PPM America January 1996 - June 2003
Alliance Capital Management June 1987 - January 2003
Connecticut National Bank 1982 - 1985
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Finance
University of California, Santa Barbara 1976 — 1980
BA, Business Economics
LAURENCE BLUMBERG, MD's Alliance Capital Management Experience 1994 - 1999
Job CoFounder, President & CEO at Syntimmune, Inc
Industry Biotechnology
Experience
Syntimmune, Inc November 2013 - Present
The Lang Entrepreneurship Center, Columbia Business School May 2013 - Present
Kadmon Corporation, LLC June 2012 - December 2013
Kadmon Corporation, LLC September 2009 - June 2012
Syntonix Pharmaceuticals a Biogen-Idec Subsidiary 1996 - 2007
Blumberg Capital Management, LLC 1999 - 2006
Alliance Capital Management 1994 - 1999
Skills
Healthcare, Life Sciences, Pharmaceuticals, Licensing, Biotechnology, Pharmaceutical Industry, Lifesciences, Hedge Funds, Start-ups, Managed Care, Venture Capital, Due Diligence, Cross-functional Team..., Business Development, Medical Devices, Corporate Development, Entrepreneurship, Drug Development, Oncology, Strategy, Clinical Trials, Clinical Development, Product Launch, Molecular Biology, Mergers & Acquisitions, Clinical Research, Biopharmaceuticals, Commercialization, Immunology, Management, Competitive Intelligence, Market Analysis, Project Management, R&D, Cancer, Pharmaceutical Sales, Technology Transfer, Drug Discovery, Business Strategy, FDA, Market Research, Regulatory Affairs, Vaccines, CTMS, CRO, Diabetes, Neurology, Biochemistry, Start-up Ventures
Education
Temple University School of Medicine 1983 — 1987
MD
Columbia University - Columbia Business School 1993 — 1994
Executive MBA, Business
Abington Memorial Hospital 1987 — 1988
Internship, Surgery
Brandeis University 1981 — 1983
BA, PHYSICS, Magna Cum Laude, Highest Honors in Physics
University of Pittsburgh 1979 — 1981
Physics
Cheltenham High School 1977 — 1979
Syntimmune, Inc November 2013 - Present
The Lang Entrepreneurship Center, Columbia Business School May 2013 - Present
Kadmon Corporation, LLC June 2012 - December 2013
Kadmon Corporation, LLC September 2009 - June 2012
Syntonix Pharmaceuticals a Biogen-Idec Subsidiary 1996 - 2007
Blumberg Capital Management, LLC 1999 - 2006
Alliance Capital Management 1994 - 1999
Skills
Healthcare, Life Sciences, Pharmaceuticals, Licensing, Biotechnology, Pharmaceutical Industry, Lifesciences, Hedge Funds, Start-ups, Managed Care, Venture Capital, Due Diligence, Cross-functional Team..., Business Development, Medical Devices, Corporate Development, Entrepreneurship, Drug Development, Oncology, Strategy, Clinical Trials, Clinical Development, Product Launch, Molecular Biology, Mergers & Acquisitions, Clinical Research, Biopharmaceuticals, Commercialization, Immunology, Management, Competitive Intelligence, Market Analysis, Project Management, R&D, Cancer, Pharmaceutical Sales, Technology Transfer, Drug Discovery, Business Strategy, FDA, Market Research, Regulatory Affairs, Vaccines, CTMS, CRO, Diabetes, Neurology, Biochemistry, Start-up Ventures
Education
Temple University School of Medicine 1983 — 1987
MD
Columbia University - Columbia Business School 1993 — 1994
Executive MBA, Business
Abington Memorial Hospital 1987 — 1988
Internship, Surgery
Brandeis University 1981 — 1983
BA, PHYSICS, Magna Cum Laude, Highest Honors in Physics
University of Pittsburgh 1979 — 1981
Physics
Cheltenham High School 1977 — 1979
Regina McGough's Alliance Capital Management Experience November 1992 - March 1998
Job Pension Assistant at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt June 2013 - Present
Save the Children April 2011 - June 2011
Hewitt Associates January 2009 - February 2010
Alliance Capital Management November 1992 - March 1998
Skills
Employee Relations, Human Resources, HRIS, Recruiting, Onboarding, Benefits Administration
Education
Seton Hall University 1993 — 1994
College of Mount Saint Vincent 1988 — 1992
Bachelor of Arts (BA), Psychology/Business
Aon Hewitt June 2013 - Present
Save the Children April 2011 - June 2011
Hewitt Associates January 2009 - February 2010
Alliance Capital Management November 1992 - March 1998
Skills
Employee Relations, Human Resources, HRIS, Recruiting, Onboarding, Benefits Administration
Education
Seton Hall University 1993 — 1994
College of Mount Saint Vincent 1988 — 1992
Bachelor of Arts (BA), Psychology/Business
Rosalie (Rosalie Mignano) Mignano-Aste's Alliance Capital Management Experience April 1992 - April 1996
Job Vice President at IMG Worldwide Inc.
Industry Real Estate
Experience
IMG Worldwide, Inc. November 2008 - Present
AllianceBernstein April 1996 - July 2008
The Museum of Modern Art May 1996 - April 1998
Alliance Capital Management April 1992 - April 1996
Skills
Portfolio Management, Contract Negotiation, Contract Management, Space-planning, Lease Administration, Facilities Management, Project Planning, Project Management, Employee Management, Interior Design, Construction Management, Office Administration, Capital Budgeting, Real Estate Development, Lease Negotiations, Relocation, Outsourcing, Construction, Customer Service, Space planning, Management, Budgets
Education
Iona College 1989 — 1991
BS, Facilities & Property Management
Arizona State University, W. P. Carey School of Business 1987 — 1988
Business Administration and Management, General
Westchester Community College 1985 — 1987
Associate of Science (A.S.), Business Administration and Management, General
IMG Worldwide, Inc. November 2008 - Present
AllianceBernstein April 1996 - July 2008
The Museum of Modern Art May 1996 - April 1998
Alliance Capital Management April 1992 - April 1996
Skills
Portfolio Management, Contract Negotiation, Contract Management, Space-planning, Lease Administration, Facilities Management, Project Planning, Project Management, Employee Management, Interior Design, Construction Management, Office Administration, Capital Budgeting, Real Estate Development, Lease Negotiations, Relocation, Outsourcing, Construction, Customer Service, Space planning, Management, Budgets
Education
Iona College 1989 — 1991
BS, Facilities & Property Management
Arizona State University, W. P. Carey School of Business 1987 — 1988
Business Administration and Management, General
Westchester Community College 1985 — 1987
Associate of Science (A.S.), Business Administration and Management, General
Stephanie Colantuno's Alliance Capital Management Experience December 1992 - January 1994
Job Auditor
Industry Financial Services
Experience
West Nantmeal Township January 2012 - Present
Twin Valley Elementary Center Partners in Education July 2012 - Present
Twin Valley School District December 2003 - December 2011
Morgan Stanley Investment Management January 1997 - January 2003
Morgan Stanley Investment Management January 1996 - January 1997
Miller Anderson & Sherrerd January 1994 - January 1996
Alliance Capital Management December 1992 - January 1994
ALLIANCE FUND SERVICES January 1992 - January 1994
Skills
Strategic Planning, Hedge Funds, Process Engineering, Organizational..., Bloomberg, Product Management, Asset Allocation, Investments, Performance Appraisal, Educational Technology, Investment Strategies, Microsoft Office, Process Improvement, Microsoft Excel, Project Management, Investment Management, Customer Service, Team Leadership, Marketing, Competitive Analysis, Product Development, Program Management, Budgets, Salesforce.com, Mutual Funds, Change Management, Talent Acquisition, Talent Management, Recruiting, Portfolio Management, Sales, Research, Onboarding, Managerial Finance, Strategic Financial..., Fixed Income, Policy, Management, Vendor Management, Leadership Development, Healthcare, Team Building, Financial Services, Asset Managment, Alternative Investments, Business Analysis, Staff Development, Leadership
Education
Temple University - Fox School of Business and Management 1996 — 1997
MBA, Finance
King's College 1988 — 1992
BS, Marketing
West Nantmeal Township January 2012 - Present
Twin Valley Elementary Center Partners in Education July 2012 - Present
Twin Valley School District December 2003 - December 2011
Morgan Stanley Investment Management January 1997 - January 2003
Morgan Stanley Investment Management January 1996 - January 1997
Miller Anderson & Sherrerd January 1994 - January 1996
Alliance Capital Management December 1992 - January 1994
ALLIANCE FUND SERVICES January 1992 - January 1994
Skills
Strategic Planning, Hedge Funds, Process Engineering, Organizational..., Bloomberg, Product Management, Asset Allocation, Investments, Performance Appraisal, Educational Technology, Investment Strategies, Microsoft Office, Process Improvement, Microsoft Excel, Project Management, Investment Management, Customer Service, Team Leadership, Marketing, Competitive Analysis, Product Development, Program Management, Budgets, Salesforce.com, Mutual Funds, Change Management, Talent Acquisition, Talent Management, Recruiting, Portfolio Management, Sales, Research, Onboarding, Managerial Finance, Strategic Financial..., Fixed Income, Policy, Management, Vendor Management, Leadership Development, Healthcare, Team Building, Financial Services, Asset Managment, Alternative Investments, Business Analysis, Staff Development, Leadership
Education
Temple University - Fox School of Business and Management 1996 — 1997
MBA, Finance
King's College 1988 — 1992
BS, Marketing
Bob Scheurer's Alliance Capital Management Experience June 1990 - 1995
Job Marketing Communications
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2011 - Present
MacKay Shields May 2009 - December 2010
Prudential Fixed Income June 2006 - January 2009
Seix Advisors August 2003 - May 2006
Federal Reserve Bank of New York October 1999 - July 2003
Alliance Capital Management June 1990 - 1995
Skills
Business Development, Fixed Income, Alternative Investments, Asset Managment, Equities, Mutual Funds, Investments, Portfolio Management, Marketing, Derivatives, Asset Allocation, Investment Management, Investment Strategies, Financial Services, Series 7, Asset Management, Financial Analysis, Hedge Funds, FX Options, Bonds, Investment Advisory, Financial Markets, Wealth Management, Management, Finance
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, International Finance and International Business
Bucknell University 1984 — 1988
BA, English
Columbia University - School of International and Public Affairs
MIA, Economic Affairs
Saint Peter's Preparatory
Morgan Stanley Investment Management January 2011 - Present
MacKay Shields May 2009 - December 2010
Prudential Fixed Income June 2006 - January 2009
Seix Advisors August 2003 - May 2006
Federal Reserve Bank of New York October 1999 - July 2003
Alliance Capital Management June 1990 - 1995
Skills
Business Development, Fixed Income, Alternative Investments, Asset Managment, Equities, Mutual Funds, Investments, Portfolio Management, Marketing, Derivatives, Asset Allocation, Investment Management, Investment Strategies, Financial Services, Series 7, Asset Management, Financial Analysis, Hedge Funds, FX Options, Bonds, Investment Advisory, Financial Markets, Wealth Management, Management, Finance
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, International Finance and International Business
Bucknell University 1984 — 1988
BA, English
Columbia University - School of International and Public Affairs
MIA, Economic Affairs
Saint Peter's Preparatory
Dorian Carson's Alliance Capital Management Experience June 2001 - November 2004
Job Vice President, Marketing Analyst at Citi
Industry Financial Services
Experience
Citi February 2012 - Present
Citi June 2011 - February 2012
Pershing April 2010 - December 2010
JPMorgan Asset Management 2005 - 2009
Neuberger Berman November 2004 - February 2005
Alliance Capital Management June 2001 - November 2004
PIMCO June 1997 - December 2000
Prudential Investments March 1997 - May 1997
TIAA-CREF September 1991 - March 1997
Skills
Relationship Management, Financial Services, Leadership, Mutual Funds, Asset Management, Management, Cross-functional Team..., Project Management, CRM, Series 7, Forecasting, Sales, Banking, Alternative Investments, Vendor Management, Series 63
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Mangement
Harry S Truman High School 1980 — 1984
Citi February 2012 - Present
Citi June 2011 - February 2012
Pershing April 2010 - December 2010
JPMorgan Asset Management 2005 - 2009
Neuberger Berman November 2004 - February 2005
Alliance Capital Management June 2001 - November 2004
PIMCO June 1997 - December 2000
Prudential Investments March 1997 - May 1997
TIAA-CREF September 1991 - March 1997
Skills
Relationship Management, Financial Services, Leadership, Mutual Funds, Asset Management, Management, Cross-functional Team..., Project Management, CRM, Series 7, Forecasting, Sales, Banking, Alternative Investments, Vendor Management, Series 63
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Mangement
Harry S Truman High School 1980 — 1984
David Warsoff's Alliance Capital Management Experience September 1986 - August 1993
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2000 - Present
Goldman Sachs Asset Management March 1998 - May 2000
DTCC (formerly NSCC) August 1993 - March 1998
Alliance Capital Management September 1986 - August 1993
Skills
Hedge Funds, Mutual Funds, Fund Of Funds, Asset Managment, Alternative Investments, Operational Due..., Asset Management, Investment Management
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1996
MBA, Concentration in Strategic Management
Lehigh University 1982 — 1986
BS, Finance
JPMorgan Chase May 2000 - Present
Goldman Sachs Asset Management March 1998 - May 2000
DTCC (formerly NSCC) August 1993 - March 1998
Alliance Capital Management September 1986 - August 1993
Skills
Hedge Funds, Mutual Funds, Fund Of Funds, Asset Managment, Alternative Investments, Operational Due..., Asset Management, Investment Management
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1996
MBA, Concentration in Strategic Management
Lehigh University 1982 — 1986
BS, Finance
Paula Pottle, CISSP, CRISC's Alliance Capital Management Experience 1998 - 1999
Job Managing Director
Industry Banking
Experience
Bank of America February 2003 - Present
Credit Suisse 2000 - 2003
Alliance Capital Management 1998 - 1999
Equitable Capital Management Corporation 1991 - 1993
Skills
Risk Management, Fixed Income, Operational Risk..., Banking, Financial Risk, Portfolio Management, Equities, Vendor Management, Program Management, Asset Managment, SDLC, Financial Services, Security, Management, Analysis, Financial Modeling, Trading, Project Management, Mergers & Acquisitions, Asset Management, Business Analysis, Securities, Operational Risk, Investment Banking, Relationship Management, Team Leadership, Finance, Team Mentoring, Credit, Investments, Executive Management, Hedge Funds, Capital Markets, Derivatives, Credit Risk, Loans, Enterprise Risk..., Global Security, Mutual Funds
Education
University of New Orleans 1994 — 1996
MAA, Non Profit Management
Adelphi University 1982 — 1986
B.S., Music
Bank of America February 2003 - Present
Credit Suisse 2000 - 2003
Alliance Capital Management 1998 - 1999
Equitable Capital Management Corporation 1991 - 1993
Skills
Risk Management, Fixed Income, Operational Risk..., Banking, Financial Risk, Portfolio Management, Equities, Vendor Management, Program Management, Asset Managment, SDLC, Financial Services, Security, Management, Analysis, Financial Modeling, Trading, Project Management, Mergers & Acquisitions, Asset Management, Business Analysis, Securities, Operational Risk, Investment Banking, Relationship Management, Team Leadership, Finance, Team Mentoring, Credit, Investments, Executive Management, Hedge Funds, Capital Markets, Derivatives, Credit Risk, Loans, Enterprise Risk..., Global Security, Mutual Funds
Education
University of New Orleans 1994 — 1996
MAA, Non Profit Management
Adelphi University 1982 — 1986
B.S., Music
Rob Ginsberg's Alliance Capital Management Experience July 1995 - February 2006
Job Managing Director at Renaissance Macro Research
Industry Investment Management
Experience
Renaissance Macro Research February 2011 - Present
ISI Group August 2009 - February 2011
AllianceBernstein February 2006 - December 2008
Alliance Capital Management July 1995 - February 2006
Skills
Equity Research, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Asset Managment, Fixed Income, Series 7, Investment Strategies, Bloomberg, Investments, Asset Allocation, Series 63, Valuation, Stock Picking, Capital Markets, Securities, Asset Management
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
State University of New York College at Buffalo 1991 — 1995
BS, Economics
Renaissance Macro Research February 2011 - Present
ISI Group August 2009 - February 2011
AllianceBernstein February 2006 - December 2008
Alliance Capital Management July 1995 - February 2006
Skills
Equity Research, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Asset Managment, Fixed Income, Series 7, Investment Strategies, Bloomberg, Investments, Asset Allocation, Series 63, Valuation, Stock Picking, Capital Markets, Securities, Asset Management
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
State University of New York College at Buffalo 1991 — 1995
BS, Economics
Ernesto DeSieno's Alliance Capital Management Experience May 1997 - March 1999
Job Alternative Investment Professional
Industry Accounting
Experience
On Assignment at a leading administrator 2013 - Present
Frontier Communications May 2011 - October 2013
SDS Electronics April 2009 - May 2011
JPMorgan April 2007 - March 2009
BNY Mellon April 2004 - March 2007
globeop 2002 - 2004
Wright Investors' Service April 1999 - June 2001
Alliance Capital Management May 1997 - March 1999
Evergreen Asset Management April 1994 - May 1997
Skills
Hedge Funds, Financial Analysis, Accounting, Equities, Master Feeder Accounting, Partnership Accounting, Financial Reporting, Derivatives, Fixed Income, Finance, Valuation, Bloomberg, Operations Management, Fund Accounting, Process Improvement, Mutual Funds, Capital Markets, Middle Office, Fund Administration, Business Process..., Private Equity, Structured Products, Investment Banking, Credit Derivatives, Alternative Investments, Securities, Account Reconciliation, Financial Services, Series Accounting, Microsoft Excel Super..., Financial Accounting, Financial Modeling, Advent Geneva
Education
Long Island University-Westchester Campus 1996 — 1998
Master of Business Administration (MBA), Finance
Iona College 1986 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance (Double Major)
fordham prep
fordham prep
On Assignment at a leading administrator 2013 - Present
Frontier Communications May 2011 - October 2013
SDS Electronics April 2009 - May 2011
JPMorgan April 2007 - March 2009
BNY Mellon April 2004 - March 2007
globeop 2002 - 2004
Wright Investors' Service April 1999 - June 2001
Alliance Capital Management May 1997 - March 1999
Evergreen Asset Management April 1994 - May 1997
Skills
Hedge Funds, Financial Analysis, Accounting, Equities, Master Feeder Accounting, Partnership Accounting, Financial Reporting, Derivatives, Fixed Income, Finance, Valuation, Bloomberg, Operations Management, Fund Accounting, Process Improvement, Mutual Funds, Capital Markets, Middle Office, Fund Administration, Business Process..., Private Equity, Structured Products, Investment Banking, Credit Derivatives, Alternative Investments, Securities, Account Reconciliation, Financial Services, Series Accounting, Microsoft Excel Super..., Financial Accounting, Financial Modeling, Advent Geneva
Education
Long Island University-Westchester Campus 1996 — 1998
Master of Business Administration (MBA), Finance
Iona College 1986 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance (Double Major)
fordham prep
fordham prep
Beth Ferraro's Alliance Capital Management Experience April 1997 - June 2004
Job Partner & Portfolio Manager at Vertical Capital
Industry Investment Management
Experience
Vertical Capital June 2004 - Present
Alliance Capital Management April 1997 - June 2004
Alliance Bernstein 1997 - 2004
Amalgamated Bank of NY 1994 - 1997
Fiduciary Trust Company 1992 - 1994
Skills
Securities, Portfolio Management, Fixed Income, Bonds, Mutual Funds, ABS, Structured Products, Hedge Funds, CDO, Banking
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Clark University 1984 — 1998
BA & BS, Economics and Business Management
Vertical Capital June 2004 - Present
Alliance Capital Management April 1997 - June 2004
Alliance Bernstein 1997 - 2004
Amalgamated Bank of NY 1994 - 1997
Fiduciary Trust Company 1992 - 1994
Skills
Securities, Portfolio Management, Fixed Income, Bonds, Mutual Funds, ABS, Structured Products, Hedge Funds, CDO, Banking
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Clark University 1984 — 1998
BA & BS, Economics and Business Management
Karen Rudnick's Alliance Capital Management Experience 1994 - 2004
Job Vice President at Credit Suisse Securities (USA) LLC
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC September 2011 - Present
Credit Suisse Securities (USA) LLC 2005 - September 2011
Resources Global Professionals June 2004 - September 2005
Alliance Capital Management 1994 - 2004
Weiss, Peck & Greer Investments 1988 - 1994
Skills
Risk Management, Sarbanes-Oxley Act, Fixed Income, Equities, Derivatives, Asset Managment, Asset Management, Bloomberg, Alternative Investments
Education
Adelphi University 1976 — 1980
BBA, Accounting
Credit Suisse Securities (USA) LLC September 2011 - Present
Credit Suisse Securities (USA) LLC 2005 - September 2011
Resources Global Professionals June 2004 - September 2005
Alliance Capital Management 1994 - 2004
Weiss, Peck & Greer Investments 1988 - 1994
Skills
Risk Management, Sarbanes-Oxley Act, Fixed Income, Equities, Derivatives, Asset Managment, Asset Management, Bloomberg, Alternative Investments
Education
Adelphi University 1976 — 1980
BBA, Accounting
Robert Ruffing's Alliance Capital Management Experience June 2001 - March 2004
Job Equity Risk Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
Citigroup Equity Risk AnalystKeyBanc Capital MarketsJuly 2010 - Present
FBR March 2006 - July 2008
Friedman Billings Ramsey 2006 - 2008
Wachovia Securities, LLC March 2004 - March 2006
Alliance Capital Management June 2001 - March 2004
Skills
Capital Markets, Equities, Mutual Funds, Financial Risk, Risk Management
Education
Allegheny College 1994 — 1998
Bachelor of Arts, Economics
Citigroup Equity Risk AnalystKeyBanc Capital MarketsJuly 2010 - Present
FBR March 2006 - July 2008
Friedman Billings Ramsey 2006 - 2008
Wachovia Securities, LLC March 2004 - March 2006
Alliance Capital Management June 2001 - March 2004
Skills
Capital Markets, Equities, Mutual Funds, Financial Risk, Risk Management
Education
Allegheny College 1994 — 1998
Bachelor of Arts, Economics
Syed Jafer Hasnain's Alliance Capital Management Experience 1994 - 2008
Job Member, Board of Directors at Asian American Institute
Industry Financial Services
Experience
Lifeline Assets Member, Board of DirectorsAsian American InstituteJanuary 2011 - Present
Therapeutic Proteins Inc. 2010 - Present
Human Development Foundation of North America 2008 - Present
Alliance Capital Management 1994 - 2008
AllianceBernstein 1994 - 2008
Merrill Lynch May 1992 - February 1994
Citibank - Citibank Select Investments June 1991 - May 1992
Goldman Sachs 1986 - 1988
Skills
Investments, Equities, Alternative Investments, Asset Managment, Portfolio Management, Equity Research, Private Equity, Capital Markets, Valuation, Financial Modeling, Investment Management, Emerging Markets, Due Diligence, Securities, Entrepreneurship, Investment Strategies, Corporate Development, Investment Banking, Executive Management, Mergers & Acquisitions, Investment Advisory, Asset Allocation, Finance, Fixed Income, Funding, Asset Management
Education
Stanford University Graduate School of Business 1989 — 1991
PhD - ABD, Business
University of Cambridge 1988 — 1989
M.Phil., Finance
Brown University 1983 — 1986
Sc.B., Computer Science
The Johns Hopkins University 1982 — 1983
B.Sc., EECS
Lifeline Assets Member, Board of DirectorsAsian American InstituteJanuary 2011 - Present
Therapeutic Proteins Inc. 2010 - Present
Human Development Foundation of North America 2008 - Present
Alliance Capital Management 1994 - 2008
AllianceBernstein 1994 - 2008
Merrill Lynch May 1992 - February 1994
Citibank - Citibank Select Investments June 1991 - May 1992
Goldman Sachs 1986 - 1988
Skills
Investments, Equities, Alternative Investments, Asset Managment, Portfolio Management, Equity Research, Private Equity, Capital Markets, Valuation, Financial Modeling, Investment Management, Emerging Markets, Due Diligence, Securities, Entrepreneurship, Investment Strategies, Corporate Development, Investment Banking, Executive Management, Mergers & Acquisitions, Investment Advisory, Asset Allocation, Finance, Fixed Income, Funding, Asset Management
Education
Stanford University Graduate School of Business 1989 — 1991
PhD - ABD, Business
University of Cambridge 1988 — 1989
M.Phil., Finance
Brown University 1983 — 1986
Sc.B., Computer Science
The Johns Hopkins University 1982 — 1983
B.Sc., EECS
Robert Sinche's Alliance Capital Management Experience October 1988 - September 1995
Job Consultant/Global Strategist at Pierpont Securities
Industry Financial Services
Experience
Global Macro & Markets November 2012 - Present
RBS Securities, Inc September 2010 - November 2012
Lily Pond Capital Management, LLC December 2009 - September 2010
Bank of America July 2004 - April 2009
Citigroup May 1998 - July 2004
Alliance Capital Management October 1988 - September 1995
Bear Stearns September 1979 - June 1985
Pace University - Lubin School of Business January 1978 - December 1978
Skills
Fixed Income, Portfolio Management, FX Options, Hedge Funds, Currency, Investments, Financial Markets, Equities, Economics, Investment Strategies, Foreign Exchange, Investment Banking, Macroeconomics, Mutual Funds, Derivatives, Banking, Bonds, Commodity, Options, Equity Research, Securities, Valuation, Global Macro, Trading, Capital Markets, Quantitative Analytics, Bloomberg, Asset Allocation, Structured Products, Rates, Interest Rate..., Trading Systems, Financial Risk, Strategy, Emerging Markets, Financial Analysis, Hedging, Alternative Investments, Asset Management, Investment Management, FX
Education
Brown University 1974 — 1976
MA, Economics
Hamilton College 1971 — 1974
BA, Economics, 3.85/4.00
Global Macro & Markets November 2012 - Present
RBS Securities, Inc September 2010 - November 2012
Lily Pond Capital Management, LLC December 2009 - September 2010
Bank of America July 2004 - April 2009
Citigroup May 1998 - July 2004
Alliance Capital Management October 1988 - September 1995
Bear Stearns September 1979 - June 1985
Pace University - Lubin School of Business January 1978 - December 1978
Skills
Fixed Income, Portfolio Management, FX Options, Hedge Funds, Currency, Investments, Financial Markets, Equities, Economics, Investment Strategies, Foreign Exchange, Investment Banking, Macroeconomics, Mutual Funds, Derivatives, Banking, Bonds, Commodity, Options, Equity Research, Securities, Valuation, Global Macro, Trading, Capital Markets, Quantitative Analytics, Bloomberg, Asset Allocation, Structured Products, Rates, Interest Rate..., Trading Systems, Financial Risk, Strategy, Emerging Markets, Financial Analysis, Hedging, Alternative Investments, Asset Management, Investment Management, FX
Education
Brown University 1974 — 1976
MA, Economics
Hamilton College 1971 — 1974
BA, Economics, 3.85/4.00
Susan Sullivan's Alliance Capital Management Experience 1995 - 2005
Job Pinnacle Associates Ltd
Industry Financial Services
Experience
Pinnacle Associates Ltd 2005 - Present
Alliance Capital Management 1995 - 2005
JPMorgan Chase September 1980 - September 1990
Skills
Portfolio Management, Bloomberg, Fixed Income, Equities, Asset Management, Accounts Payable, Asset Managment, Management, Asset Allocation, Finance
Education
Iona College 1975 — 1979
BBA, Finance
Pinnacle Associates Ltd 2005 - Present
Alliance Capital Management 1995 - 2005
JPMorgan Chase September 1980 - September 1990
Skills
Portfolio Management, Bloomberg, Fixed Income, Equities, Asset Management, Accounts Payable, Asset Managment, Management, Asset Allocation, Finance
Education
Iona College 1975 — 1979
BBA, Finance
Patricia C. Stuart's Alliance Capital Management Experience 1986 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
Alliance Capital Management 1986 - 2006
Alliance Bernstein March 1986 - July 2005
AllianceBernstein 1996 - 2005
Education
Boston University
M.A.
Stony Brook University
B.A.
Alliance Capital Management 1986 - 2006
Alliance Bernstein March 1986 - July 2005
AllianceBernstein 1996 - 2005
Education
Boston University
M.A.
Stony Brook University
B.A.
Edward Valverde's Alliance Capital Management Experience December 1998 - October 1999
Job Sr. Business Analyst/Project Manager
Industry Financial Services
Experience
Edval Inc. January 2010 - Present
Barclays Capital 2010 - 2011
BNY Mellon December 1999 - March 2009
Alliance Capital Management December 1998 - October 1999
Lewco Securities December 1997 - December 1998
Morgan Stanley Smith Barney March 1994 - December 1997
Education
Marist College
BS, Business Administration
Edval Inc. January 2010 - Present
Barclays Capital 2010 - 2011
BNY Mellon December 1999 - March 2009
Alliance Capital Management December 1998 - October 1999
Lewco Securities December 1997 - December 1998
Morgan Stanley Smith Barney March 1994 - December 1997
Education
Marist College
BS, Business Administration
Anthony Neibert's Alliance Capital Management Experience August 1996 - August 1998
Job Vice President, Regional Director at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs September 1998 - Present
Alliance Capital Management August 1996 - August 1998
Copeland Companies 1995 - 1996
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Asset Allocation, Asset Management, Equities, Hedge Funds, Investments, Fixed Income, ETFs, Securities
Education
Bentley University 1991 — 1995
Economics/Finance
Lacey
Goldman Sachs September 1998 - Present
Alliance Capital Management August 1996 - August 1998
Copeland Companies 1995 - 1996
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Asset Allocation, Asset Management, Equities, Hedge Funds, Investments, Fixed Income, ETFs, Securities
Education
Bentley University 1991 — 1995
Economics/Finance
Lacey
sonali bhatnagar's Alliance Capital Management Experience July 1998 - August 1999
Job Executive Assistant
Industry Financial Services
Experience
Acadian Asset Management June 2006 - April 2009
Acumen Capital May 2005 - April 2006
Instinet Corporation August 1999 - March 2005
Alliance Capital Management July 1998 - August 1999
Education
Baruch College, City University of New York (CUNY)
Bachelors, Marketing & International Business
Baruch College, City University of New York (CUNY)
MBA
Borough of Manhattan Community College
Associates, Marketing
Acadian Asset Management June 2006 - April 2009
Acumen Capital May 2005 - April 2006
Instinet Corporation August 1999 - March 2005
Alliance Capital Management July 1998 - August 1999
Education
Baruch College, City University of New York (CUNY)
Bachelors, Marketing & International Business
Baruch College, City University of New York (CUNY)
MBA
Borough of Manhattan Community College
Associates, Marketing
Kevin Colton, CFA's Alliance Capital Management Experience March 1998 - January 1999
Job Consultant at BlackRock Financial Management
Industry Financial Services
Experience
BlackRock Financial Management January 1999 - December 2012
Alliance Capital Management March 1998 - January 1999
Smith Barney June 1996 - July 1997
Mellon Trust June 1995 - June 1996
Shawmut Bank July 1993 - June 1995
Skills
Fixed Income, Financial Services, Asset Management, Derivatives, Portfolio Management, Hedge Funds, Mutual Funds, Alternative Investments
Education
Boston College 1987 — 1991
B.A., Economics
BlackRock Financial Management January 1999 - December 2012
Alliance Capital Management March 1998 - January 1999
Smith Barney June 1996 - July 1997
Mellon Trust June 1995 - June 1996
Shawmut Bank July 1993 - June 1995
Skills
Fixed Income, Financial Services, Asset Management, Derivatives, Portfolio Management, Hedge Funds, Mutual Funds, Alternative Investments
Education
Boston College 1987 — 1991
B.A., Economics
Dan LaRochelle's Alliance Capital Management Experience 1999 - 2001
Job Quantitative Analyst Quantitative Portfolio Strategies at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management May 2007 - Present
Merrill Lynch Investment Managers January 2001 - September 2006
Alliance Capital Management 1999 - 2001
American Express 1997 - 1999
Santander Investment 1994 - 1997
Citibank 1990 - 1994
Skills
Fixed Income, Performance Attribution, Risk, Asset Management, Risk Management, Market Risk, Equities, Portfolio Management, Financial Risk, Bloomberg, Alternative Investments, Asset Allocation, Mutual Funds
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Money & Financial Markets / Finance
Brown University 1982 — 1986
Sc.B., Applied Math/Economics
Aberdeen Asset Management May 2007 - Present
Merrill Lynch Investment Managers January 2001 - September 2006
Alliance Capital Management 1999 - 2001
American Express 1997 - 1999
Santander Investment 1994 - 1997
Citibank 1990 - 1994
Skills
Fixed Income, Performance Attribution, Risk, Asset Management, Risk Management, Market Risk, Equities, Portfolio Management, Financial Risk, Bloomberg, Alternative Investments, Asset Allocation, Mutual Funds
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Money & Financial Markets / Finance
Brown University 1982 — 1986
Sc.B., Applied Math/Economics
Chuck Bolanowski's Alliance Capital Management Experience November 1992 - June 2000
Job Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management December 2007 - Present
Munder Capital Management July 2000 - December 2007
Alliance Capital Management November 1992 - June 2000
Skills
Fixed Income, Mutual Funds, Series 7, Equities, Portfolio Management, Investments, Asset Management, Alternative Investments, Series 63, Securities, Hedge Funds, Bloomberg, Series 67, Wholesaler
Education
Drew University 1985 — 1989
BA, Economics
Wells Fargo Asset Management December 2007 - Present
Munder Capital Management July 2000 - December 2007
Alliance Capital Management November 1992 - June 2000
Skills
Fixed Income, Mutual Funds, Series 7, Equities, Portfolio Management, Investments, Asset Management, Alternative Investments, Series 63, Securities, Hedge Funds, Bloomberg, Series 67, Wholesaler
Education
Drew University 1985 — 1989
BA, Economics
Jill Cianflone's Alliance Capital Management Experience June 2000 - August 2004
Job Design Consultant at Ethan Allen Interiors
Industry Design
Experience
Ethan Allen Interiors April 2011 - Present
Ann Taylor Loft 2009 - 2010
Ethan Allen March 2009 - May 2009
Ethan Allen October 2004 - March 2009
Alliance Capital Management June 2000 - August 2004
Alltel Information Services May 1998 - June 2000
Education
Marywood University 2007 — 2009
MA, Interior Architecture and Design
Luzerne County Community College 2003 — 2005
Continuing Education, Interior Decorating
University of Scranton 1990 — 1994
BS, Marketing
Ethan Allen Interiors April 2011 - Present
Ann Taylor Loft 2009 - 2010
Ethan Allen March 2009 - May 2009
Ethan Allen October 2004 - March 2009
Alliance Capital Management June 2000 - August 2004
Alltel Information Services May 1998 - June 2000
Education
Marywood University 2007 — 2009
MA, Interior Architecture and Design
Luzerne County Community College 2003 — 2005
Continuing Education, Interior Decorating
University of Scranton 1990 — 1994
BS, Marketing
Andrew Frank's Alliance Capital Management Experience June 1994 - June 2004
Job Analyst at Whale Rock Capital
Industry Financial Services
Experience
Whale Rock Capital March 2007 - Present
Copper Arch Capital 2004 - 2006
Alliance Capital Management June 1994 - June 2004
Skills
Equity Research, Hedge Funds, Alternative Investments, Equities, Asset Managment, Bloomberg, Asset Management, Investment Management, Securities, Valuation, Capital Markets, Series 7, Fixed Income
Education
Hamilton College 1990 — 1994
BA, History
Taft School 1988 — 1990
Whale Rock Capital March 2007 - Present
Copper Arch Capital 2004 - 2006
Alliance Capital Management June 1994 - June 2004
Skills
Equity Research, Hedge Funds, Alternative Investments, Equities, Asset Managment, Bloomberg, Asset Management, Investment Management, Securities, Valuation, Capital Markets, Series 7, Fixed Income
Education
Hamilton College 1990 — 1994
BA, History
Taft School 1988 — 1990
Rachel Markus's Alliance Capital Management Experience 2004 - 2005
Job Director of Business Development at RMWC
Industry Financial Services
Experience
RMWC October 2014 - Present
Kicking + Screening Soccer Film Festival 2009 - Present
Elm Ridge Management February 2013 - September 2014
Citadel Investment Group November 2008 - November 2012
JPMorgan Chase 2005 - 2008
Alliance Capital Management 2004 - 2005
UBS Investment Bank 2001 - 2002
Morgan Stanley Investment Management 1998 - 2001
Skills
Hedge Funds, Creative Strategy, Alternative Investments, Networking, Event Producing, Film Festivals, Thinking Outside The Box
Education
Stanford University 1993 — 1995
MA, International Policy Studies
Cornell University 1989 — 1993
BS, Applied Economics
Lawrence High School
RMWC October 2014 - Present
Kicking + Screening Soccer Film Festival 2009 - Present
Elm Ridge Management February 2013 - September 2014
Citadel Investment Group November 2008 - November 2012
JPMorgan Chase 2005 - 2008
Alliance Capital Management 2004 - 2005
UBS Investment Bank 2001 - 2002
Morgan Stanley Investment Management 1998 - 2001
Skills
Hedge Funds, Creative Strategy, Alternative Investments, Networking, Event Producing, Film Festivals, Thinking Outside The Box
Education
Stanford University 1993 — 1995
MA, International Policy Studies
Cornell University 1989 — 1993
BS, Applied Economics
Lawrence High School
Daniel Mon's Alliance Capital Management Experience June 2001 - June 2003
Job Analyst at Hoplite Capital Management
Industry Investment Management
Experience
Hoplite Capital Management August 2014 - Present
Vollero Beach Capital Partners September 2012 - August 2014
Plural Investments, LLC April 2010 - August 2012
Maywood Investment Company, LLC 2009 - 2010
ING Investment Management 2008 - 2009
Citigroup 2006 - 2008
Citigroup 2005 - 2006
Citigroup 2003 - 2004
Alliance Capital Management June 2001 - June 2003
Skills
Emerging Markets, European Union, Industrial Sector, Equity Research, Equities, Hedge Funds, Asset Managment, Investments, Valuation, Packaging, Bloomberg, Financial Modeling, Capital Markets, Private Equity, Portfolio Management, Alternative Investments, Financial Analysis, Agricultural Chemicals, Chemical Industry
Education
Boston College 1997 — 2001
B.A., History, Philosophy
UCL 2000 — 2000
History, Philosophy
Christian Brothers Academy 1994 — 1997
High School Diploma
Hoplite Capital Management August 2014 - Present
Vollero Beach Capital Partners September 2012 - August 2014
Plural Investments, LLC April 2010 - August 2012
Maywood Investment Company, LLC 2009 - 2010
ING Investment Management 2008 - 2009
Citigroup 2006 - 2008
Citigroup 2005 - 2006
Citigroup 2003 - 2004
Alliance Capital Management June 2001 - June 2003
Skills
Emerging Markets, European Union, Industrial Sector, Equity Research, Equities, Hedge Funds, Asset Managment, Investments, Valuation, Packaging, Bloomberg, Financial Modeling, Capital Markets, Private Equity, Portfolio Management, Alternative Investments, Financial Analysis, Agricultural Chemicals, Chemical Industry
Education
Boston College 1997 — 2001
B.A., History, Philosophy
UCL 2000 — 2000
History, Philosophy
Christian Brothers Academy 1994 — 1997
High School Diploma
Carmine Lizza's Alliance Capital Management Experience May 1996 - November 1996
Job Chief Information Officer/Global Head of Technology at Lazard
Industry Financial Services
Experience
Lazard January 1999 - Present
Bankers Trust Company November 1996 - December 1998
Alliance Capital Management May 1996 - November 1996
Bankers Trust Company September 1986 - May 1996
Lear Siegler Services, Inc. July 1984 - September 1986
Skills
Asset Managment, Strategy, Hedge Funds, Investment Banking, Fixed Income, Trading Systems, Capital Markets, Derivatives, Portfolio Management, Alternative Investments, Trading, Risk Management, Financial Services, Financial Markets, Investment Management, Asset Management, IT Strategy, Market Data
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Executive MBA Program (EMBA)
Stevens Institute of Technology 1981 — 1985
Bachelors of Engineering, Electrical Engineering/Computer Science
Lazard January 1999 - Present
Bankers Trust Company November 1996 - December 1998
Alliance Capital Management May 1996 - November 1996
Bankers Trust Company September 1986 - May 1996
Lear Siegler Services, Inc. July 1984 - September 1986
Skills
Asset Managment, Strategy, Hedge Funds, Investment Banking, Fixed Income, Trading Systems, Capital Markets, Derivatives, Portfolio Management, Alternative Investments, Trading, Risk Management, Financial Services, Financial Markets, Investment Management, Asset Management, IT Strategy, Market Data
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Executive MBA Program (EMBA)
Stevens Institute of Technology 1981 — 1985
Bachelors of Engineering, Electrical Engineering/Computer Science
Barry Friedeman's Alliance Capital Management Experience May 1990 - November 1997
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs January 1999 - Present
UBS November 1997 - January 1999
Alliance Capital Management May 1990 - November 1997
Skills
Capital Markets, Derivatives, Investment Banking, Equities, Fixed Income, Valuation, Corporate Finance, IT Audit, Internal Controls, Sarbanes-Oxley Act, Financial Services, Banking, Equity Derivatives, Credit Derivatives, Trading Systems, Investment Management, Electronic Trading, Trading, Securities, CISA, Financial Modeling, Auditing, Private Equity, Hedge Funds
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
The George Washington University 1985 — 1989
BA, Economics
Goldman Sachs January 1999 - Present
UBS November 1997 - January 1999
Alliance Capital Management May 1990 - November 1997
Skills
Capital Markets, Derivatives, Investment Banking, Equities, Fixed Income, Valuation, Corporate Finance, IT Audit, Internal Controls, Sarbanes-Oxley Act, Financial Services, Banking, Equity Derivatives, Credit Derivatives, Trading Systems, Investment Management, Electronic Trading, Trading, Securities, CISA, Financial Modeling, Auditing, Private Equity, Hedge Funds
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
The George Washington University 1985 — 1989
BA, Economics
David Goss's Alliance Capital Management Experience 1994 - 2004
Job Managing Director, Equities at Boston Private Wealth
Industry Investment Management
Experience
Boston Private Wealth April 2011 - Present
Essex Investment Management September 2004 - December 2010
Alliance Capital Management 1994 - 2004
McDonnell Douglas Space Systems 1989 - 1992
Skills
Portfolio Management, Equities, Asset Allocation, Investments, Equity Research, Investment Strategies, Investment Management, Wealth Management, Private Equity, Mutual Funds, Equity Derivatives, Due Diligence, Strategy, Asset Managment
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA
University of Michigan 1985 — 1989
B.S.E.
Boston Private Wealth April 2011 - Present
Essex Investment Management September 2004 - December 2010
Alliance Capital Management 1994 - 2004
McDonnell Douglas Space Systems 1989 - 1992
Skills
Portfolio Management, Equities, Asset Allocation, Investments, Equity Research, Investment Strategies, Investment Management, Wealth Management, Private Equity, Mutual Funds, Equity Derivatives, Due Diligence, Strategy, Asset Managment
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA
University of Michigan 1985 — 1989
B.S.E.
Amanda Bodnar's Alliance Capital Management Experience August 2004 - March 2005
Job Seeking new Accounts Payable opportunities
Industry Luxury Goods & Jewelry
Experience
C. Wonder July 2012 - June 2015
LOUIS VUITTON August 2005 - August 2012
BMG Music August 2004 - March 2005
Alliance Capital Management August 2004 - March 2005
Rock the Vote February 2004 - December 2004
Tribeca Film Festival April 2004 - May 2004
Outdoor Illumination September 2002 - July 2003
Rebecca Moss April 1999 - June 2002
Skills
Microsoft Excel, JD Edwards, Microsoft Office, SAP, Concur, American Express CAR..., Jeeves, Access, Accounts Receivable, Accounts Payable, Accounting, Trend Analysis, Account Reconciliation, Analysis, Invoicing, Auditing
Education
Hofstra University 1993 — 1997
BS, Music Merchandising
C. Wonder July 2012 - June 2015
LOUIS VUITTON August 2005 - August 2012
BMG Music August 2004 - March 2005
Alliance Capital Management August 2004 - March 2005
Rock the Vote February 2004 - December 2004
Tribeca Film Festival April 2004 - May 2004
Outdoor Illumination September 2002 - July 2003
Rebecca Moss April 1999 - June 2002
Skills
Microsoft Excel, JD Edwards, Microsoft Office, SAP, Concur, American Express CAR..., Jeeves, Access, Accounts Receivable, Accounts Payable, Accounting, Trend Analysis, Account Reconciliation, Analysis, Invoicing, Auditing
Education
Hofstra University 1993 — 1997
BS, Music Merchandising
Laurette O'Malley's Alliance Capital Management Experience 1997 - 1999
Job Vice President, T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price 2010 - Present
Columbia Management 2007 - 2010
U.S. Trust 2004 - 2007
U.S. Trust 1999 - 2005
Alliance Capital Management 1997 - 1999
Sanford C. Bernstein 1994 - 1997
Skills
Mutual Funds
Education
Fordham University
NYU Stern School of Business
T. Rowe Price 2010 - Present
Columbia Management 2007 - 2010
U.S. Trust 2004 - 2007
U.S. Trust 1999 - 2005
Alliance Capital Management 1997 - 1999
Sanford C. Bernstein 1994 - 1997
Skills
Mutual Funds
Education
Fordham University
NYU Stern School of Business
Felicia Wright's Alliance Capital Management Experience February 2000 - January 2003
Job SMA Trader
Industry Investment Management
Experience
PIMCO July 2013 - Present
Citi June 2011 - July 2013
Newgate Capital Management LLC. June 2006 - June 2011
The Bank of New York February 2003 - June 2006
Alliance Capital Management February 2000 - January 2003
Skills
Asset Management, Fixed Income, Investments, Trading
Education
Monroe College
BBA, Business Management
PIMCO July 2013 - Present
Citi June 2011 - July 2013
Newgate Capital Management LLC. June 2006 - June 2011
The Bank of New York February 2003 - June 2006
Alliance Capital Management February 2000 - January 2003
Skills
Asset Management, Fixed Income, Investments, Trading
Education
Monroe College
BBA, Business Management
Richard Shoglow, C.P.A., M.B.A.'s Alliance Capital Management Experience November 2000 - July 2004
Job Financial Reporting Systems Consultant at Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals October 2013 - Present
Morgan Stanley July 2011 - October 2013
Resources Global Professionals July 2004 - June 2011
Alliance Capital Management November 2000 - July 2004
Skills
Certified Public..., Finance Transformation, Business Process..., Change Management, Management Consulting, Microsoft Access Model..., Project Management, SEC reporting, Microsoft Office, SOX Compliance, Business Analysis, Business Requirements, Business Rules, Business Reporting, System Testing, Accounting, Clarity FSR, Axiom ControllerView..., Access Visual Basic, Sarbanes-Oxley Act, Internal Audit, CPA, Financial Analysis, Report Writing, Analysis, Finance, Financial Modeling, Financial Reporting, Risk Management, Financial Risk
Education
NYU Stern School of Business 1995 — 1995
MBA, Management Information Systems
Hofstra University
BBA, Public Accounting
Resources Global Professionals October 2013 - Present
Morgan Stanley July 2011 - October 2013
Resources Global Professionals July 2004 - June 2011
Alliance Capital Management November 2000 - July 2004
Skills
Certified Public..., Finance Transformation, Business Process..., Change Management, Management Consulting, Microsoft Access Model..., Project Management, SEC reporting, Microsoft Office, SOX Compliance, Business Analysis, Business Requirements, Business Rules, Business Reporting, System Testing, Accounting, Clarity FSR, Axiom ControllerView..., Access Visual Basic, Sarbanes-Oxley Act, Internal Audit, CPA, Financial Analysis, Report Writing, Analysis, Finance, Financial Modeling, Financial Reporting, Risk Management, Financial Risk
Education
NYU Stern School of Business 1995 — 1995
MBA, Management Information Systems
Hofstra University
BBA, Public Accounting
Chiao Chen's Alliance Capital Management Experience June 2001 - March 2004
Job Manager Data Analysis and Review Team at Lord Abbett & Co. LLC
Industry Financial Services
Experience
Lord Abbett & Co. LLC February 2012 - Present
Bennett Lawrence Mgmt September 2006 - January 2011
Deutsche Asset Management July 2006 - September 2006
AllianceBernstein March 2004 - June 2006
Alliance Capital Management June 2001 - March 2004
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Data Analysis, Mutual Funds, Investments, Derivatives, Securities, Alternative Investments, Financial Services, Capital Markets, Investment Management, Financial Analysis, Risk Management, Business Analysis, Trading Systems
Education
State University of New York at Binghamton 1997 — 2001
Bachelor of Science, Economics
Lord Abbett & Co. LLC February 2012 - Present
Bennett Lawrence Mgmt September 2006 - January 2011
Deutsche Asset Management July 2006 - September 2006
AllianceBernstein March 2004 - June 2006
Alliance Capital Management June 2001 - March 2004
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Data Analysis, Mutual Funds, Investments, Derivatives, Securities, Alternative Investments, Financial Services, Capital Markets, Investment Management, Financial Analysis, Risk Management, Business Analysis, Trading Systems
Education
State University of New York at Binghamton 1997 — 2001
Bachelor of Science, Economics
David Kruth's Alliance Capital Management Experience June 1997 - March 2005
Job Managing Partner at Brooklyn // Queens Properties
Industry Real Estate
Experience
Brooklyn//Queens Properties, LLC June 2012 - Present
Rouse Properties, Inc. May 2011 - Present
Goldman Sachs Asset Management April 2005 - March 2011
Alliance Capital Management June 1997 - March 2005
Yarmouth Group 1989 - 1997
Skills
Asset Management, Real Estate Investment, Securities, Real Estate, Equities, Portfolio Management, Valuation, Private Equity, Equity Research, Real Estate Finance, Financial Analysis, Asset Managment, Real Estate Economics, Investment Management, Mutual Funds, Alternative Investments, Acquisitions, Capital Markets, Mergers & Acquisitions, Investment Properties
Education
Ithaca College 1981 — 1985
BS, Economics (Honors)
CFA Institute
CFA Designation
Brooklyn//Queens Properties, LLC June 2012 - Present
Rouse Properties, Inc. May 2011 - Present
Goldman Sachs Asset Management April 2005 - March 2011
Alliance Capital Management June 1997 - March 2005
Yarmouth Group 1989 - 1997
Skills
Asset Management, Real Estate Investment, Securities, Real Estate, Equities, Portfolio Management, Valuation, Private Equity, Equity Research, Real Estate Finance, Financial Analysis, Asset Managment, Real Estate Economics, Investment Management, Mutual Funds, Alternative Investments, Acquisitions, Capital Markets, Mergers & Acquisitions, Investment Properties
Education
Ithaca College 1981 — 1985
BS, Economics (Honors)
CFA Institute
CFA Designation
Neil Goodheart's Alliance Capital Management Experience June 1985 - June 1988
Job Senior Database Administrator
Industry Retail
Experience
Wakefern Food Corp. May 2015 - Present
UBS Wealth Management June 2002 - May 2015
Paine Webber July 1997 - June 2002
Wakefern Food Corporation 1985 - 1997
Alliance Capital Management June 1985 - June 1988
Skills
Disaster Recovery, SDLC, Visio, Business Analysis, IT Management, IT Strategy, Vendor Management, Active Directory, System Deployment, Java, Data Center, Access, Windows, Troubleshooting, JavaScript, Infrastructure, Process Improvement, Microsoft Exchange, Analysis, Risk Management, Sybase, Unix, ITIL, Databases, Enterprise Architecture, Oracle, Sybase Adaptive Server, T-SQL
Education
Middlesex County College 1982 — 1985
Associate's degree, Computer Science
Wakefern Food Corp. May 2015 - Present
UBS Wealth Management June 2002 - May 2015
Paine Webber July 1997 - June 2002
Wakefern Food Corporation 1985 - 1997
Alliance Capital Management June 1985 - June 1988
Skills
Disaster Recovery, SDLC, Visio, Business Analysis, IT Management, IT Strategy, Vendor Management, Active Directory, System Deployment, Java, Data Center, Access, Windows, Troubleshooting, JavaScript, Infrastructure, Process Improvement, Microsoft Exchange, Analysis, Risk Management, Sybase, Unix, ITIL, Databases, Enterprise Architecture, Oracle, Sybase Adaptive Server, T-SQL
Education
Middlesex County College 1982 — 1985
Associate's degree, Computer Science
Nathaniel Akyeampong's Alliance Capital Management Experience January 1998 - May 2005
Job Compliance Officer at United Bank for Africa
Industry Financial Services
Experience
United Bank for Africa Trade Monitoring, SARs, Alerts, OFAC cases/Sanctions, Develop Policies and ProceduresAnti-MoneyFebruary 2008 - January 2015
Bank of New York Mellon January 2008 - September 2012
The Bank of New York Mellon January 2008 - September 2012
BNY Mellon 2008 - 2012
MacKay Shields LLC May 2005 - June 2007
Alliance Capital Management January 1998 - May 2005
Ladas & Parry October 1997 - December 1997
Law Practice June 1997 - September 1997
Skills
Auditing, Finance, Software Documentation, Internal Audit, Management, Process Improvement, Leadership, Securities, Policy, Quality Assurance, Accounting, Program Management, Insurance, Accounts Payable, Investments, KYC, OFAC, Corporate Law, Invoicing, Private Investigations
Education
Fordham University School of Law 2003 — 2005
S.Corporate; LL.M, Banking & Finance
London Guildhall University, London U.K 1993 — 1995
Common Professional Examination, Law
University of Ghana 1987 — 1990
BA, Law & Sociology
United Bank for Africa Trade Monitoring, SARs, Alerts, OFAC cases/Sanctions, Develop Policies and ProceduresAnti-MoneyFebruary 2008 - January 2015
Bank of New York Mellon January 2008 - September 2012
The Bank of New York Mellon January 2008 - September 2012
BNY Mellon 2008 - 2012
MacKay Shields LLC May 2005 - June 2007
Alliance Capital Management January 1998 - May 2005
Ladas & Parry October 1997 - December 1997
Law Practice June 1997 - September 1997
Skills
Auditing, Finance, Software Documentation, Internal Audit, Management, Process Improvement, Leadership, Securities, Policy, Quality Assurance, Accounting, Program Management, Insurance, Accounts Payable, Investments, KYC, OFAC, Corporate Law, Invoicing, Private Investigations
Education
Fordham University School of Law 2003 — 2005
S.Corporate; LL.M, Banking & Finance
London Guildhall University, London U.K 1993 — 1995
Common Professional Examination, Law
University of Ghana 1987 — 1990
BA, Law & Sociology
Kim Jupiter's Alliance Capital Management Experience 1989 - 1994
Job Asset Servicing Supervisor
Industry Financial Services
Experience
EquiSearch Services January 2008 - January 2012
Equisearch Inc 2008 - January 2012
The Bank of New York Mellon July 1996 - January 2008
Alliance Capital Management 1989 - 1994
Education
John Jay College of Criminal Justice 1990 — 1995
BS, Legal Studies/ Criminal Law
EquiSearch Services January 2008 - January 2012
Equisearch Inc 2008 - January 2012
The Bank of New York Mellon July 1996 - January 2008
Alliance Capital Management 1989 - 1994
Education
John Jay College of Criminal Justice 1990 — 1995
BS, Legal Studies/ Criminal Law
Kevin Urbanowicz's Alliance Capital Management Experience October 2002 - August 2004
Job Defense & Space Professional
Industry Defense & Space
Experience
General Dynamics-OTS 2005 - 2011
UPS Supply Chain Solutions September 2004 - March 2005
Alliance Capital Management October 2002 - August 2004
Prudential Retirement Services 1989 - 2002
Skills
Computers, Microsoft Office, Banding, Pallet Jack, Accounting, Investment Banking, Analysis, Microsoft Excel, Internal Controls, Management, Account Reconciliation, Financial Analysis, Budgets, Risk Management, General Ledger, Leadership, Training, Business Analysis
Education
Marywood University 1988 — 1996
Bachelor of Business Administration (BBA)
Lackawanna College 1984 — 1988
Associate's degree, Business Administration, Management and Operations
General Dynamics-OTS 2005 - 2011
UPS Supply Chain Solutions September 2004 - March 2005
Alliance Capital Management October 2002 - August 2004
Prudential Retirement Services 1989 - 2002
Skills
Computers, Microsoft Office, Banding, Pallet Jack, Accounting, Investment Banking, Analysis, Microsoft Excel, Internal Controls, Management, Account Reconciliation, Financial Analysis, Budgets, Risk Management, General Ledger, Leadership, Training, Business Analysis
Education
Marywood University 1988 — 1996
Bachelor of Business Administration (BBA)
Lackawanna College 1984 — 1988
Associate's degree, Business Administration, Management and Operations
Gerald T. Edwards, Esq.'s Alliance Capital Management Experience 1995 - 1996
Job Attorney
Industry Legal Services
Experience
Gerald Edwards and Associates May 1999 - Present
Baruch College May 2010 - December 2012
WestLB 1996 - 1997
Alliance Capital Management 1995 - 1996
Skills
Business Law, Finance, Contracts, Immigration Law, Technology Solutions, Executive Recruitment
Education
Syracuse University College of Law 1990 — 1993
Doctor of Law (JD), Law
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1993
Master of Arts (M.A.), International Relations
Howard University 1986 — 1990
Bachelor of Arts (B.A.), Magna Cum Laude, History
Gerald Edwards and Associates May 1999 - Present
Baruch College May 2010 - December 2012
WestLB 1996 - 1997
Alliance Capital Management 1995 - 1996
Skills
Business Law, Finance, Contracts, Immigration Law, Technology Solutions, Executive Recruitment
Education
Syracuse University College of Law 1990 — 1993
Doctor of Law (JD), Law
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1993
Master of Arts (M.A.), International Relations
Howard University 1986 — 1990
Bachelor of Arts (B.A.), Magna Cum Laude, History
Desiree Palma's Alliance Capital Management Experience June 2000 - June 2004
Job Attended University of Leicester
Industry
Experience
The Louis Berger Group October 2012 - October 2012
Lundbeck September 2006 - September 2010
Alliance Capital Management June 2000 - June 2004
Alliance Capital Management July 1997 - May 2000
Skills
HR, Historical Archaeology, Prehistoric Archaeology, HR Benefits, Archaeology -...
Education
University of Leicester 2011 — 2013
Certificate, Archaeology
Hofstra University 2011 — 2011
Archaeology
Saint Peter's University 1977 — 1981
Bachelor of Arts (B.A.), Sociology
The Louis Berger Group October 2012 - October 2012
Lundbeck September 2006 - September 2010
Alliance Capital Management June 2000 - June 2004
Alliance Capital Management July 1997 - May 2000
Skills
HR, Historical Archaeology, Prehistoric Archaeology, HR Benefits, Archaeology -...
Education
University of Leicester 2011 — 2013
Certificate, Archaeology
Hofstra University 2011 — 2011
Archaeology
Saint Peter's University 1977 — 1981
Bachelor of Arts (B.A.), Sociology
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management