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
Alliance Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Alliance Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Alliance Capital Management Salaries. You can even request information on how much does Alliance Capital Management pay if you want to. Learn about salaries, pros and cons of working for Alliance Capital Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
276 Alliance Capital Management employees in database. Find out everything there's to know about Alliance Capital Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Alliance Capital Management Employees
Employee
Years
Job
Industry
Roger Adelmann Roger Adelmann's Alliance Capital Management Experience April 1997 - August 1998
Job Director, Senior Principal Architect, Application Development at The Bank of New York Mellon
Industry Investment Banking
Experience
The Bank of New York Mellon December 2014 - Present
The Bank of New York Mellon August 1998 - Present
Alliance Capital Management April 1997 - August 1998
The Dreyfus Corporation 1989 - 1997
Skills
Systems Analysis and..., Project Management, IT Risk Management, Systems Re-engineering, Secure Software..., Data Privacy, Business Requirements..., Requirements Analysis, Systems Analysis, Re-engineering, Security, SDLC, Disaster Recovery, Information Security, ITIL, Information Technology, SOA, Software Development, Application Architecture, Software Project..., Data Center, Financial Services, IT Management, IT Strategy, Integration, Business Analysis, Enterprise Architecture, Vendor Management, Strategic Planning
Education
Project Management Institute 2010 — 2010
PMP Certification, Project Management Professional
Pace University 2005 — 2009
Master's Degree, Computer Science. Major: Internet Security and Information Assurance, 4.0 GPA
Pace University 2005 — 2007
Advanced Certificate, Security and Information Assurance
The Bank of New York Mellon December 2014 - Present
The Bank of New York Mellon August 1998 - Present
Alliance Capital Management April 1997 - August 1998
The Dreyfus Corporation 1989 - 1997
Skills
Systems Analysis and..., Project Management, IT Risk Management, Systems Re-engineering, Secure Software..., Data Privacy, Business Requirements..., Requirements Analysis, Systems Analysis, Re-engineering, Security, SDLC, Disaster Recovery, Information Security, ITIL, Information Technology, SOA, Software Development, Application Architecture, Software Project..., Data Center, Financial Services, IT Management, IT Strategy, Integration, Business Analysis, Enterprise Architecture, Vendor Management, Strategic Planning
Education
Project Management Institute 2010 — 2010
PMP Certification, Project Management Professional
Pace University 2005 — 2009
Master's Degree, Computer Science. Major: Internet Security and Information Assurance, 4.0 GPA
Pace University 2005 — 2007
Advanced Certificate, Security and Information Assurance
Paul T. Rubens's Alliance Capital Management Experience 1991 - 1995
Job Founder at Tamarack Research and Venture Partners LLC; COO, Decker & Co.
Industry Investment Management
Experience
Tamarack Research and Venture Partners LLC August 2014 - Present
Decker & Co May 2015 - Present
Franklin Templeton Investments July 2010 - June 2014
Blackhorse Asset Management Pte. Ltd February 2004 - July 2010
Banc One Investment Advisors July 2002 - February 2004
Far Eastern Alliance Asset Management March 2000 - June 2002
Citigroup Asset Management July 1997 - February 2000
Alliance Capital Management 1991 - 1995
China Securities Investment Trust Corporation July 1988 - February 1990
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Emerging Markets, Investments, Investment Strategies, Private Equity, Due Diligence, Fixed Income, Asset Allocation, Investment Banking, Valuation, Investment Management, Venture Capital, Financial Modeling, Wealth Management, Trading, Derivatives, Asset Management, Capital Markets, Mutual Funds, Mergers & Acquisitions, Strategy, Finance, Management, Business Development, Risk Management, Financial Markets
Education
University of Southern California - Marshall School of Business 1995 — 1996
MBA, IBEAR Program, Int'l Business
Santa Clara University 1980 — 1984
Bachelor of Arts (BA), English/Writing
San Carlos High School 1976 — 1980
High School
Tamarack Research and Venture Partners LLC August 2014 - Present
Decker & Co May 2015 - Present
Franklin Templeton Investments July 2010 - June 2014
Blackhorse Asset Management Pte. Ltd February 2004 - July 2010
Banc One Investment Advisors July 2002 - February 2004
Far Eastern Alliance Asset Management March 2000 - June 2002
Citigroup Asset Management July 1997 - February 2000
Alliance Capital Management 1991 - 1995
China Securities Investment Trust Corporation July 1988 - February 1990
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Emerging Markets, Investments, Investment Strategies, Private Equity, Due Diligence, Fixed Income, Asset Allocation, Investment Banking, Valuation, Investment Management, Venture Capital, Financial Modeling, Wealth Management, Trading, Derivatives, Asset Management, Capital Markets, Mutual Funds, Mergers & Acquisitions, Strategy, Finance, Management, Business Development, Risk Management, Financial Markets
Education
University of Southern California - Marshall School of Business 1995 — 1996
MBA, IBEAR Program, Int'l Business
Santa Clara University 1980 — 1984
Bachelor of Arts (BA), English/Writing
San Carlos High School 1976 — 1980
High School
Joni Philpott-Severson Joni Philpott-Severson's Alliance Capital Management Experience 1999 - 2000
Job Sales & Marketing Professional
Industry Financial Services
Experience
Darwinian Method, Inc. 2005 - Present
Vintage Promotions, Inc. September 2001 - January 2005
Fidelity Investments 2000 - 2001
Alliance Capital Management 1999 - 2000
Aetna 1997 - 1999
Zurich Scudder Investments 1995 - 1997
Kemper Funds 1992 - 1995
Skills
Mutual Funds, New Business Development, Investments, Sales, Business Development, Marketing Strategy, Retirement Planning, Sales Operations, Financial Services, Relationship Management, Insurance, Strategic Financial..., Series 7, Financial Analysis, Small Business, Retirement, 401k, Wealth Management, Asset Allocation, Risk Management, Asset Management, Investment Advisory
Education
Northern Illinois University - College of Business 1987 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Darwinian Method, Inc. 2005 - Present
Vintage Promotions, Inc. September 2001 - January 2005
Fidelity Investments 2000 - 2001
Alliance Capital Management 1999 - 2000
Aetna 1997 - 1999
Zurich Scudder Investments 1995 - 1997
Kemper Funds 1992 - 1995
Skills
Mutual Funds, New Business Development, Investments, Sales, Business Development, Marketing Strategy, Retirement Planning, Sales Operations, Financial Services, Relationship Management, Insurance, Strategic Financial..., Series 7, Financial Analysis, Small Business, Retirement, 401k, Wealth Management, Asset Allocation, Risk Management, Asset Management, Investment Advisory
Education
Northern Illinois University - College of Business 1987 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Yu (Ricky) Wang Yu (Ricky) Wang's Alliance Capital Management Experience March 2005 - July 2005
Job Senior Client IT Architect at IBM Canada Ltd.
Industry Information Technology and Services
Experience
IBM July 2005 - Present
Alliance Capital Management March 2005 - July 2005
IBM May 2000 - March 2005
Hewlett-Packard December 1996 - December 1998
Skills
Cisco Technologies, Unified Communications, Data Center, VoIP, Cisco Video and..., Pre-sales, Network Design, Switches, Routing, BGP, WAN, IT Strategy, IP, Cisco Call Manager, Network Security, Network Architecture, Routers, TCP/IP, Video Conferencing, Integration, Security, OSPF, VPN, Managed Services, ITIL, Network Administration, Firewalls, QoS, Solution Architecture, Service Delivery, IT Service Management, Networking, Architecture, Virtualization, Troubleshooting, Wireless, Cloud Computing, LAN-WAN, Cisco IOS, SIP, System Deployment, Disaster Recovery, Avaya, Wireless Networking, MPLS, Telecommunications, Solution Selling
Education
Queen's University 1999 — 2000
M.Sc., Computer Science
University of Science and Technology Beijing 1990 — 1996
Master, Computer Engineering
University of Science and Technology Beijing 1990 — 1994
Bachelor, Computer Engineering (Honored)
师大附中 1987 — 1990
Global Knowledge
IBM July 2005 - Present
Alliance Capital Management March 2005 - July 2005
IBM May 2000 - March 2005
Hewlett-Packard December 1996 - December 1998
Skills
Cisco Technologies, Unified Communications, Data Center, VoIP, Cisco Video and..., Pre-sales, Network Design, Switches, Routing, BGP, WAN, IT Strategy, IP, Cisco Call Manager, Network Security, Network Architecture, Routers, TCP/IP, Video Conferencing, Integration, Security, OSPF, VPN, Managed Services, ITIL, Network Administration, Firewalls, QoS, Solution Architecture, Service Delivery, IT Service Management, Networking, Architecture, Virtualization, Troubleshooting, Wireless, Cloud Computing, LAN-WAN, Cisco IOS, SIP, System Deployment, Disaster Recovery, Avaya, Wireless Networking, MPLS, Telecommunications, Solution Selling
Education
Queen's University 1999 — 2000
M.Sc., Computer Science
University of Science and Technology Beijing 1990 — 1996
Master, Computer Engineering
University of Science and Technology Beijing 1990 — 1994
Bachelor, Computer Engineering (Honored)
师大附中 1987 — 1990
Global Knowledge
Brad Ross Brad Ross's Alliance Capital Management Experience 1990 - 1993
Job President, Highland Capital Funds Distributor at Highland Capital Management
Industry Investment Management
Experience
Highland Capital Management June 2012 - Present
Ivy Funds April 2003 - June 2012
ING Funds January 1999 - April 2003
Van Kampen Investments 1993 - 1997
Alliance Capital Management 1990 - 1993
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Asset Managment, Asset Allocation, Investments, Securities, Retirement Planning, Wealth Management, Hedge Funds
Education
University of Denver 1981 — 1982
Bachelor's degree, Political Science and Government
University of Nebraska-Lincoln 1978 — 1981
Highland Capital Management June 2012 - Present
Ivy Funds April 2003 - June 2012
ING Funds January 1999 - April 2003
Van Kampen Investments 1993 - 1997
Alliance Capital Management 1990 - 1993
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Asset Managment, Asset Allocation, Investments, Securities, Retirement Planning, Wealth Management, Hedge Funds
Education
University of Denver 1981 — 1982
Bachelor's degree, Political Science and Government
University of Nebraska-Lincoln 1978 — 1981
Rene Hernandez Rene Hernandez's Alliance Capital Management Experience 2001 - 2003
Job Director at Protiviti: Global Consulting in Business, IT, Risk & Internal Audit
Industry Management Consulting
Experience
Protiviti March 2003 - Present
Alliance Capital Management 2001 - 2003
KPMG January 2000 - December 2001
KPMG September 1998 - December 1999
KPMG US January 1997 - March 1997
Skills
Enterprise Risk..., IT Audit, Sarbanes-Oxley Act, Management Consulting, Internal Audit, Auditing, CISA, Sarbanes-Oxley, Internal Controls, SAS70, Governance, COSO, Business Process..., Risk Management, Risk Assessment, Financial Risk, COBIT, SEC filings, Business Process, Financial Audits, CPA, SAP, ERP, SOX 404, Operational Risk..., External Audit, ITGC, SSAE 16, GRC, Process Improvement, Consulting, Revenue Recognition, Segregation of Duties, Financial Services, Operational Risk, Finance, Information Security, Information Technology, Business Process..., Analysis
Education
Coronado High School 1990 — 1993
The University of Texas at Austin 1993 — 1998
BBA/MPA, Accounting
All Regs Academy - Mortgage Compliance 2011 — 2011
Protiviti March 2003 - Present
Alliance Capital Management 2001 - 2003
KPMG January 2000 - December 2001
KPMG September 1998 - December 1999
KPMG US January 1997 - March 1997
Skills
Enterprise Risk..., IT Audit, Sarbanes-Oxley Act, Management Consulting, Internal Audit, Auditing, CISA, Sarbanes-Oxley, Internal Controls, SAS70, Governance, COSO, Business Process..., Risk Management, Risk Assessment, Financial Risk, COBIT, SEC filings, Business Process, Financial Audits, CPA, SAP, ERP, SOX 404, Operational Risk..., External Audit, ITGC, SSAE 16, GRC, Process Improvement, Consulting, Revenue Recognition, Segregation of Duties, Financial Services, Operational Risk, Finance, Information Security, Information Technology, Business Process..., Analysis
Education
Coronado High School 1990 — 1993
The University of Texas at Austin 1993 — 1998
BBA/MPA, Accounting
All Regs Academy - Mortgage Compliance 2011 — 2011
Elizabeth Cooley Elizabeth Cooley's Alliance Capital Management Experience August 1997 - December 1999
Job Tax Adjustment Analyst at Computershare
Industry Financial Services
Experience
Computershare US February 2013 - Present
BNY Mellon January 2008 - February 2013
BNY Mellon January 2005 - January 2008
Mellon Investor Services January 2003 - January 2005
The Equitable Group October 2000 - November 2001
Alliance Capital Management August 1997 - December 1999
Skills
Financial Services, Finance, Equities, Risk Management, Customer Service, Employee Stock Options, Employee Stock Purchase..., Business Analysis, Investments, Financial Analysis, Cost Basis Reporting, Escalation Resolution, Tax Certifications, Securities, Call Centers, Microsoft Excel, Microsoft Office, Financial Reporting, Asset Management, Fixed Income
Education
Union County College 2007 — 2016
Accounting and Finance
Newburgh Free Academy 1990 — 1994
High School
Computershare US February 2013 - Present
BNY Mellon January 2008 - February 2013
BNY Mellon January 2005 - January 2008
Mellon Investor Services January 2003 - January 2005
The Equitable Group October 2000 - November 2001
Alliance Capital Management August 1997 - December 1999
Skills
Financial Services, Finance, Equities, Risk Management, Customer Service, Employee Stock Options, Employee Stock Purchase..., Business Analysis, Investments, Financial Analysis, Cost Basis Reporting, Escalation Resolution, Tax Certifications, Securities, Call Centers, Microsoft Excel, Microsoft Office, Financial Reporting, Asset Management, Fixed Income
Education
Union County College 2007 — 2016
Accounting and Finance
Newburgh Free Academy 1990 — 1994
High School
Lisa Padewski Lisa Padewski's Alliance Capital Management Experience March 1996 - April 1999
Job Municipal Bond Trader
Industry Financial Services
Experience
Merrill Lynch April 1999 - March 2007
Alliance Capital Management March 1996 - April 1999
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Merrill Lynch April 1999 - March 2007
Alliance Capital Management March 1996 - April 1999
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Anita Loewy Anita Loewy's Alliance Capital Management Experience 1996 - 1999
Job Owner Broker
Industry Real Estate
Experience
Anita Loewy Inc, Licensed Real Estate Broker January 2010 - Present
Societe Generale 2001 - 2003
AIG 1999 - 2001
Alliance Capital Management 1996 - 1999
Salomon Brothers 1986 - 1996
Skills
Equities, Entrepreneurship, Investment Banking, Fixed Income, Asset Management, Equity Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Trading Systems, Derivatives, Trading, Back Office, Real Estate, Electronic Trading, Market Data, Credit Derivatives, FX Options, Risk Management, Securities, Middle Office, Financial Services
Education
Northeastern University
Master's degree, Mathematics/Education
Queen's College
Bachelor of Science (BS), Mathematics
Anita Loewy Inc, Licensed Real Estate Broker January 2010 - Present
Societe Generale 2001 - 2003
AIG 1999 - 2001
Alliance Capital Management 1996 - 1999
Salomon Brothers 1986 - 1996
Skills
Equities, Entrepreneurship, Investment Banking, Fixed Income, Asset Management, Equity Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Trading Systems, Derivatives, Trading, Back Office, Real Estate, Electronic Trading, Market Data, Credit Derivatives, FX Options, Risk Management, Securities, Middle Office, Financial Services
Education
Northeastern University
Master's degree, Mathematics/Education
Queen's College
Bachelor of Science (BS), Mathematics
Peter Walker, CIMA, AIF, CAIA Peter Walker, CIMA, AIF, CAIA's Alliance Capital Management Experience January 2002 - December 2002
Job Senior Vice President, East Division Field Sales Director Broker Dealer Sales
Industry Investment Management
Experience
AMG Funds April 2005 - Present
Alliance Capital Management January 2002 - December 2002
Phoenix Investment Partners December 1997 - November 2001
Scudder Stevens & Clark September 1996 - October 1997
Skills
Series 63, Series 7, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Series 6, Series 24, Series 65, Sales Management, Separately Managed..., Team Leadership, Sales, Sales Presentations, Investment Strategies, ETFs, Securities, Portfolio Management
Education
University of Vermont 1992 — 1996
Bachelor of Arts, Political Science
The University of Queensland 1995 — 1995
AMG Funds April 2005 - Present
Alliance Capital Management January 2002 - December 2002
Phoenix Investment Partners December 1997 - November 2001
Scudder Stevens & Clark September 1996 - October 1997
Skills
Series 63, Series 7, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Series 6, Series 24, Series 65, Sales Management, Separately Managed..., Team Leadership, Sales, Sales Presentations, Investment Strategies, ETFs, Securities, Portfolio Management
Education
University of Vermont 1992 — 1996
Bachelor of Arts, Political Science
The University of Queensland 1995 — 1995
Mike Chee Mike Chee's Alliance Capital Management Experience January 2005 - November 2005
Job Copywriter (Freelance)
Industry Marketing and Advertising
Experience
Freelance August 2015 - Present
McCann Erickson August 2011 - July 2015
McCann Erickson May 2008 - August 2011
Estee Lauder Group of Companies November 2005 - November 2007
Alliance Capital Management January 2005 - November 2005
Rennert Bilingual June 2004 - December 2004
Vice Recordings January 2004 - October 2004
EF English First February 2003 - April 2003
Skills
Advertising, Pumps, Transesophageal..., Marketing, Hand Modeling, Hot Rods, Belly Dance, Star Wars, Taxidermy, Baby Showers, Interactive Advertising, Digital Media, Copywriting, Concept Development, Social Media
Education
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.), History (with an emphasis on East Asia and Southeast Asia)
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.), Political Science (with a concentration in International Relations)
SIT Study Abroad Program, Bali, Indonesia 2001 — 2001
St. Giles College
CELTA/ TESOL Certificate
Freelance August 2015 - Present
McCann Erickson August 2011 - July 2015
McCann Erickson May 2008 - August 2011
Estee Lauder Group of Companies November 2005 - November 2007
Alliance Capital Management January 2005 - November 2005
Rennert Bilingual June 2004 - December 2004
Vice Recordings January 2004 - October 2004
EF English First February 2003 - April 2003
Skills
Advertising, Pumps, Transesophageal..., Marketing, Hand Modeling, Hot Rods, Belly Dance, Star Wars, Taxidermy, Baby Showers, Interactive Advertising, Digital Media, Copywriting, Concept Development, Social Media
Education
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.), History (with an emphasis on East Asia and Southeast Asia)
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.), Political Science (with a concentration in International Relations)
SIT Study Abroad Program, Bali, Indonesia 2001 — 2001
St. Giles College
CELTA/ TESOL Certificate
Matthew Schwartz Matthew Schwartz's Alliance Capital Management Experience 2002 - 2005
Job Software Architect and Lead Developer
Industry Information Technology and Services
Experience
Datto, Inc. September 2014 - Present
Reflexions Data February 2005 - August 2014
Alliance Capital Management 2002 - 2005
Sanford C. Bernstein 2001 - 2002
MasterCard 1995 - 2001
Skills
PHP, SQL, Python, Oracle SQL, MySQL, Software Project..., JavaScript, Linux, Web Applications, Java, CSS, HTML, Unix, jQuery, Application Development, Apache, Web Development, Programming, Subversion, Software Development, Databases, Web Services, Server Architecture, LAMP, Smarty, Mobile Applications, Git, Microsoft SQL Server, AJAX, Django, Requirements Analysis, Objective-C
Education
Pace University-Pleasantville/Briarcliff Campus 1993 — 1997
BS, Computer Science, Mathematics
Datto, Inc. September 2014 - Present
Reflexions Data February 2005 - August 2014
Alliance Capital Management 2002 - 2005
Sanford C. Bernstein 2001 - 2002
MasterCard 1995 - 2001
Skills
PHP, SQL, Python, Oracle SQL, MySQL, Software Project..., JavaScript, Linux, Web Applications, Java, CSS, HTML, Unix, jQuery, Application Development, Apache, Web Development, Programming, Subversion, Software Development, Databases, Web Services, Server Architecture, LAMP, Smarty, Mobile Applications, Git, Microsoft SQL Server, AJAX, Django, Requirements Analysis, Objective-C
Education
Pace University-Pleasantville/Briarcliff Campus 1993 — 1997
BS, Computer Science, Mathematics
Addison Pons's Alliance Capital Management Experience 1995 - 2001
Job Manager Enterprise Integration Applications
Industry Financial Services
Experience
Investment Firm January 2001 - Present
Lord Abbett 2001 - 2004
Alliance Capital Management 1995 - 2001
Skills
Project Management, Business Process Design, Document Management, System Integrators, Records Management, Enterprise Architecture, Business Analysis, Requirements Analysis, Vendor Management, CRM, PMO, SDLC, SharePoint, Visio, IT Strategy, Requirements Gathering, Integration, Disaster Recovery, Software Development, Oracle, Databases, Business Process, SQL, Business Process..., Process Improvement, Change Management, Software Project..., Microsoft SQL Server, Information Technology, Enterprise Software
Education
University of Phoenix
AAIT, Information Technology
University of Phoenix
BS, Information Technology
Investment Firm January 2001 - Present
Lord Abbett 2001 - 2004
Alliance Capital Management 1995 - 2001
Skills
Project Management, Business Process Design, Document Management, System Integrators, Records Management, Enterprise Architecture, Business Analysis, Requirements Analysis, Vendor Management, CRM, PMO, SDLC, SharePoint, Visio, IT Strategy, Requirements Gathering, Integration, Disaster Recovery, Software Development, Oracle, Databases, Business Process, SQL, Business Process..., Process Improvement, Change Management, Software Project..., Microsoft SQL Server, Information Technology, Enterprise Software
Education
University of Phoenix
AAIT, Information Technology
University of Phoenix
BS, Information Technology
Elysa Gonzalez Elysa Gonzalez's Alliance Capital Management Experience February 1990 - May 1996
Job Senior Vice President, Marketing | Brand Strategy and Marketing Executive
Industry Marketing and Advertising
Experience
Active International June 2006 - Present
Bernstein Global Wealth Management July 2005 - June 2006
Active International April 2003 - July 2005
UBS Wealth Management April 1999 - April 2003
Information Builders April 1998 - April 1999
Geotek Communications, Inc. May 1996 - April 1999
Alliance Capital Management February 1990 - May 1996
Skills
Marketing Strategy, Digital Strategy, Marketing Communications, Advertising, Integrated Marketing, Email Marketing, Lead Generation, Social Media Marketing, Corporate Communications, Brand Development, Media Planning, Strategy, Marketing Management, Marketing, Digital Marketing, Mobile Marketing, Public Relations, Interactive Marketing, Management, Presentation Development, SEO, Content Strategy, Online Marketing, Writing, Global Web Strategy, Event Planning, Bylined Articles, Content Management, Sponsorship Programs, B2B, Sponsorship, Trade Shows, Marketing Research, Market Planning, Direct Mail, Social Media, Digital Media, Press Releases, Website Development, Direct Marketing, New Business Development, RFPs, Campaign Strategies, Corporate Branding, Brand Implementation, Branding & Identity, Social Marketing, Corporate Websites, Content Managed Websites, Brochures
Education
Ramapo College of New Jersey
B.A., Communication Arts: Concentration in Writing
Ridgewood High School
Active International June 2006 - Present
Bernstein Global Wealth Management July 2005 - June 2006
Active International April 2003 - July 2005
UBS Wealth Management April 1999 - April 2003
Information Builders April 1998 - April 1999
Geotek Communications, Inc. May 1996 - April 1999
Alliance Capital Management February 1990 - May 1996
Skills
Marketing Strategy, Digital Strategy, Marketing Communications, Advertising, Integrated Marketing, Email Marketing, Lead Generation, Social Media Marketing, Corporate Communications, Brand Development, Media Planning, Strategy, Marketing Management, Marketing, Digital Marketing, Mobile Marketing, Public Relations, Interactive Marketing, Management, Presentation Development, SEO, Content Strategy, Online Marketing, Writing, Global Web Strategy, Event Planning, Bylined Articles, Content Management, Sponsorship Programs, B2B, Sponsorship, Trade Shows, Marketing Research, Market Planning, Direct Mail, Social Media, Digital Media, Press Releases, Website Development, Direct Marketing, New Business Development, RFPs, Campaign Strategies, Corporate Branding, Brand Implementation, Branding & Identity, Social Marketing, Corporate Websites, Content Managed Websites, Brochures
Education
Ramapo College of New Jersey
B.A., Communication Arts: Concentration in Writing
Ridgewood High School
Christian Wynns Christian Wynns's Alliance Capital Management Experience February 2004 - April 2005
Job Staff Accountant
Industry Accounting
Experience
Rogers Wood Hill Starman & Gustason PA February 2011 - Present
Regions Bank April 2007 - December 2010
First American Home Warranty Corp March 2006 - November 2006
Alliance Capital Management February 2004 - April 2005
Deutsche Asset Management July 2002 - February 2004
Bear Stearns July 1999 - September 2000
Barclays Capital July 1998 - July 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, QuickBooks, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Tax, Accounts Payable
Education
St. John's University 1994 — 1998
B.S, Economics
Rogers Wood Hill Starman & Gustason PA February 2011 - Present
Regions Bank April 2007 - December 2010
First American Home Warranty Corp March 2006 - November 2006
Alliance Capital Management February 2004 - April 2005
Deutsche Asset Management July 2002 - February 2004
Bear Stearns July 1999 - September 2000
Barclays Capital July 1998 - July 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, QuickBooks, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Tax, Accounts Payable
Education
St. John's University 1994 — 1998
B.S, Economics
Linda Pratt Linda Pratt's Alliance Capital Management Experience April 1988 - January 1989
Job Literary Agent at Wernick & Pratt Agency, LLC
Industry Publishing
Experience
Wernick & Pratt Agency, LLC January 2011 - Present
Sheldon Fogelman Agency, Inc. April 1995 - January 2011
Sheldon Fogelman Agency, Inc. January 1989 - March 1995
Alliance Capital Management April 1988 - January 1989
Education
The University of Texas at Austin 1983 — 1987
BBA, Finance
Wernick & Pratt Agency, LLC January 2011 - Present
Sheldon Fogelman Agency, Inc. April 1995 - January 2011
Sheldon Fogelman Agency, Inc. January 1989 - March 1995
Alliance Capital Management April 1988 - January 1989
Education
The University of Texas at Austin 1983 — 1987
BBA, Finance
James Falk James Falk's Alliance Capital Management Experience April 2003 - December 2004
Job Global Voice & Video Operations | Unified Communications | IT Services Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young May 2011 - Present
aap3 June 2010 - May 2011
British Telecom July 2009 - June 2010
Advanced Audiovisual Integration December 2004 - July 2009
Alliance Capital Management April 2003 - December 2004
Federal Reserve Bank May 1995 - July 2002
Skills
Video Conferencing, Customer Service, Video, Project Management, Telecommunications, Change Management, VoIP, Program Management, Vendor Management, Business Analysis, Team Management, Microsoft Office, Telepresence..., Troubleshooting, Cisco Technologies, Telepresence, Managed Services, Process Improvement, Unified Communications, SIP, Management, IT Service Management, Account Management, Strategy, Technical Support, CRM, Integration
Education
Saint Peter's University 1999 — 2003
BS, Business
National Education Center (NEC) Radio Electronics Technology School (RETS) 1989 — 1991
Infocomm International Association, ICIA
Engineering Certificate, Electronics Engineering Technology
Ernst & Young May 2011 - Present
aap3 June 2010 - May 2011
British Telecom July 2009 - June 2010
Advanced Audiovisual Integration December 2004 - July 2009
Alliance Capital Management April 2003 - December 2004
Federal Reserve Bank May 1995 - July 2002
Skills
Video Conferencing, Customer Service, Video, Project Management, Telecommunications, Change Management, VoIP, Program Management, Vendor Management, Business Analysis, Team Management, Microsoft Office, Telepresence..., Troubleshooting, Cisco Technologies, Telepresence, Managed Services, Process Improvement, Unified Communications, SIP, Management, IT Service Management, Account Management, Strategy, Technical Support, CRM, Integration
Education
Saint Peter's University 1999 — 2003
BS, Business
National Education Center (NEC) Radio Electronics Technology School (RETS) 1989 — 1991
Infocomm International Association, ICIA
Engineering Certificate, Electronics Engineering Technology
Tom Kamp Tom Kamp's Alliance Capital Management Experience March 1993 - February 2006
Job President, Chief Investment Officer at Cornerstone Capital Management, Inc.
Industry Financial Services
Experience
Cornerstone Capital Management LLC February 2006 - Present
Alliance Capital Management March 1993 - February 2006
Education
Northwestern University - Kellogg School of Management 1983 — 1985
MBA, Finance, Specialization in Accounting
Southern Methodist University 1979 — 1983
BSME, Mechanical Engineering, Applied Mathematics
Cornerstone Capital Management LLC February 2006 - Present
Alliance Capital Management March 1993 - February 2006
Education
Northwestern University - Kellogg School of Management 1983 — 1985
MBA, Finance, Specialization in Accounting
Southern Methodist University 1979 — 1983
BSME, Mechanical Engineering, Applied Mathematics
Elizabeth Hennessey Elizabeth Hennessey's Alliance Capital Management Experience February 1997 - January 2000
Job Facilities Coordinator at United Way for Southeastern Michigan
Industry Management Consulting
Experience
United Way for Southeastern Michigan March 2015 - Present
United Way for Southeastern Michigan September 2010 - March 2015
McKinsey & Company, Inc October 2007 - August 2010
MassMutual Retirement February 2005 - September 2007
Smith Barney February 2004 - September 2004
Blue Care Network June 2001 - October 2003
Ociter Enterprises June 2000 - April 2001
OE Systems June 2000 - April 2001
Alliance Capital Management February 1997 - January 2000
Oppenheimer & Company 1990 - 1995
Skills
Visio, Research, Outlook, Event Management, Management, Training, Event Planning, Project Management, Budgets, Lotus Notes, Microsoft Office, Public Speaking, Customer Service, Human Resources, Marketing, Fundraising, Nonprofits, Sales, Program Management, Access, Social Networking, Volunteer Management, Community Outreach, Public Relations, Leadership Development, Leadership, Social Media, PowerPoint, Team Building, Program Development, Organizational...
Education
Oakland Community College 2007 — 2008
Queens College 1985 — 1987
The Mary Louis Academy 1981 — 1985
High School
United Way for Southeastern Michigan March 2015 - Present
United Way for Southeastern Michigan September 2010 - March 2015
McKinsey & Company, Inc October 2007 - August 2010
MassMutual Retirement February 2005 - September 2007
Smith Barney February 2004 - September 2004
Blue Care Network June 2001 - October 2003
Ociter Enterprises June 2000 - April 2001
OE Systems June 2000 - April 2001
Alliance Capital Management February 1997 - January 2000
Oppenheimer & Company 1990 - 1995
Skills
Visio, Research, Outlook, Event Management, Management, Training, Event Planning, Project Management, Budgets, Lotus Notes, Microsoft Office, Public Speaking, Customer Service, Human Resources, Marketing, Fundraising, Nonprofits, Sales, Program Management, Access, Social Networking, Volunteer Management, Community Outreach, Public Relations, Leadership Development, Leadership, Social Media, PowerPoint, Team Building, Program Development, Organizational...
Education
Oakland Community College 2007 — 2008
Queens College 1985 — 1987
The Mary Louis Academy 1981 — 1985
High School
Jay Cristello Jay Cristello's Alliance Capital Management Experience 1998 - September 2001
Job Director of Business Development at Betterment Institutional
Industry Investment Management
Experience
Betterment Institutional May 2015 - Present
Placemark Investments May 2012 - February 2014
Northern Trust June 2006 - September 2011
ING Investment Management September 2001 - June 2007
Alliance Capital Management 1998 - September 2001
Skills
Separately Managed..., Alternative Investments, Mutual Funds, ETFs, Investments, Asset Allocation, Relationship Management, Investment Strategies, Investment Advisory, Fixed Income, Equities
Education
State University of New York at Albany 1991 — 1995
Bachelor of Science (BS), Economics
Betterment Institutional May 2015 - Present
Placemark Investments May 2012 - February 2014
Northern Trust June 2006 - September 2011
ING Investment Management September 2001 - June 2007
Alliance Capital Management 1998 - September 2001
Skills
Separately Managed..., Alternative Investments, Mutual Funds, ETFs, Investments, Asset Allocation, Relationship Management, Investment Strategies, Investment Advisory, Fixed Income, Equities
Education
State University of New York at Albany 1991 — 1995
Bachelor of Science (BS), Economics
Pardip Bhatia Pardip Bhatia's Alliance Capital Management Experience May 2000 - June 2004
Job SME Email Archiving at Computer Science Corporation
Industry Information Technology and Services
Experience
Computer Science Corporation January 2011 - Present
UMDNJ September 2009 - January 2011
Credit Suisse July 2006 - December 2008
UBS Wealth Management June 2004 - July 2006
Alliance Capital Management May 2000 - June 2004
Education
Thapar Institute of Engineering and Technology 1978 — 1982
Bachelors, Electronics
Computer Science Corporation January 2011 - Present
UMDNJ September 2009 - January 2011
Credit Suisse July 2006 - December 2008
UBS Wealth Management June 2004 - July 2006
Alliance Capital Management May 2000 - June 2004
Education
Thapar Institute of Engineering and Technology 1978 — 1982
Bachelors, Electronics
Alex Orland Alex Orland's Alliance Capital Management Experience 1999 - 2001
Job Product, Payments and Strategy Leader B2B, B2C
Industry Financial Services
Experience
Visa Inc 2013 - 2014
Visa Inc 2010 - 2013
Visa 2008 - 2010
Visa 2005 - 2008
Telesoft Partners 2003 - 2005
Gabriel Venture Partners 2002 - 2003
Alliance Capital Management 1999 - 2001
Yolo County Office of Education July 1998 - September 1999
United States Peace Corps July 1996 - May 1998
Skills
Product Management, Business Development, Business Strategy, Leadership, Cross-functional Team..., Management, Strategy, Strategic Partnerships, Mobile Payments, Program Management, Product Development, Credit Cards, E-commerce, Payment Systems, Strategic Planning, Debit Cards, Payment Card Processing, Electronic Payments, Payments, New Business Development, International Business..., Vendor Management, Loyalty Programs, Loyalty Program..., International Expansion, E-payments, CRM, Customer Loyalty...
Education
University of San Francisco 2004 — 2005
MBA, Business
University of California, Davis 1991 — 1995
B.A., International Relations
Visa Inc 2013 - 2014
Visa Inc 2010 - 2013
Visa 2008 - 2010
Visa 2005 - 2008
Telesoft Partners 2003 - 2005
Gabriel Venture Partners 2002 - 2003
Alliance Capital Management 1999 - 2001
Yolo County Office of Education July 1998 - September 1999
United States Peace Corps July 1996 - May 1998
Skills
Product Management, Business Development, Business Strategy, Leadership, Cross-functional Team..., Management, Strategy, Strategic Partnerships, Mobile Payments, Program Management, Product Development, Credit Cards, E-commerce, Payment Systems, Strategic Planning, Debit Cards, Payment Card Processing, Electronic Payments, Payments, New Business Development, International Business..., Vendor Management, Loyalty Programs, Loyalty Program..., International Expansion, E-payments, CRM, Customer Loyalty...
Education
University of San Francisco 2004 — 2005
MBA, Business
University of California, Davis 1991 — 1995
B.A., International Relations
Jim Langham's Alliance Capital Management Experience December 1991 - February 1994
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2010 - Present
Morgan Stanley Smith Barney February 1994 - August 2010
Alliance Capital Management December 1991 - February 1994
Skills
Series 24, Series 7, Retirement, Mutual Funds, Risk Management, ETFs, Series 66, Money Market, Product Development, Product Management, Revenue Enhancement, Financial Services, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Relationship Management
Education
Montclair State University 1986 — 1991
Bachelor of Science, Finance
UBS Wealth Management August 2010 - Present
Morgan Stanley Smith Barney February 1994 - August 2010
Alliance Capital Management December 1991 - February 1994
Skills
Series 24, Series 7, Retirement, Mutual Funds, Risk Management, ETFs, Series 66, Money Market, Product Development, Product Management, Revenue Enhancement, Financial Services, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Relationship Management
Education
Montclair State University 1986 — 1991
Bachelor of Science, Finance
Scott Millevoi Scott Millevoi's Alliance Capital Management Experience July 1999 - May 2004
Job Global Head Risk & Control General Services at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Citi April 2012 - Present
Citi January 2008 - April 2012
Citi May 2004 - December 2007
Alliance Capital Management July 1999 - May 2004
Skills
Business Continuity..., Risk Assessment, Business Analysis, Project Management, Operational Risk, Sarbanes-Oxley Act, Leadership, Mutual Funds, Finance, Auditing, Business Continuity, Financial Risk, Risk Management, Operational Risk..., Disaster Recovery, Vendor Management, Enterprise Risk..., Financial Services, Banking, Relationship Management, Information Security, Analysis, Business Process..., Management, Governance, Business Process, SDLC, IT Strategy, Capital Markets, Trading Systems, Hedge Funds, Fixed Income, Derivatives, Equities, AML, PMO, Process Improvement, Securities, Portfolio Management, Information Technology, Financial Analysis, Executive Management, Investment Banking
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
University of Scranton 1995 — 1999
Bachelor of Science, Computer Information Systems
Middletown High School South
Citi April 2015 - Present
Citi April 2012 - Present
Citi January 2008 - April 2012
Citi May 2004 - December 2007
Alliance Capital Management July 1999 - May 2004
Skills
Business Continuity..., Risk Assessment, Business Analysis, Project Management, Operational Risk, Sarbanes-Oxley Act, Leadership, Mutual Funds, Finance, Auditing, Business Continuity, Financial Risk, Risk Management, Operational Risk..., Disaster Recovery, Vendor Management, Enterprise Risk..., Financial Services, Banking, Relationship Management, Information Security, Analysis, Business Process..., Management, Governance, Business Process, SDLC, IT Strategy, Capital Markets, Trading Systems, Hedge Funds, Fixed Income, Derivatives, Equities, AML, PMO, Process Improvement, Securities, Portfolio Management, Information Technology, Financial Analysis, Executive Management, Investment Banking
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
University of Scranton 1995 — 1999
Bachelor of Science, Computer Information Systems
Middletown High School South
Nicole Saucier Nicole Saucier's Alliance Capital Management Experience July 1996 - March 1999
Job Fixed Income TraderBuyside
Industry Investment Management
Experience
General Motors January 2011 - July 2013
Allianz Global Investors March 2008 - December 2010
Western Asset Management July 2002 - March 2008
Citigroup Asset Management November 2000 - July 2002
Citigroup Asset Management March 1999 - November 2000
Alliance Capital Management July 1996 - March 1999
Fidelity Investments July 1995 - July 1996
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Investments, Mutual Funds, Trading Systems, Investment Strategies, High Yield, MBS, ABS, Separately Managed..., Equities, Asset Management, Series 7, Hedge Funds
Education
University of Massachusetts Boston 1991 — 1995
Bachelor of Science, Business Administration; Accounting and Finance
General Motors January 2011 - July 2013
Allianz Global Investors March 2008 - December 2010
Western Asset Management July 2002 - March 2008
Citigroup Asset Management November 2000 - July 2002
Citigroup Asset Management March 1999 - November 2000
Alliance Capital Management July 1996 - March 1999
Fidelity Investments July 1995 - July 1996
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Investments, Mutual Funds, Trading Systems, Investment Strategies, High Yield, MBS, ABS, Separately Managed..., Equities, Asset Management, Series 7, Hedge Funds
Education
University of Massachusetts Boston 1991 — 1995
Bachelor of Science, Business Administration; Accounting and Finance
Justin Schnauder Justin Schnauder's Alliance Capital Management Experience 1998 - 2002
Job Practice Manager Managed Cloud Services at Hitachi Data Systems
Industry Information Technology and Services
Experience
Hitachi Data Systems January 2015 - Present
Hitachi Data Systems November 2010 - December 2014
International Business Machines 2008 - November 2010
IBM Corp January 2007 - January 2008
NovusCG October 2003 - November 2007
Broadwing Technology Solutions 2002 - 2003
Alliance Capital Management 1998 - 2002
Vanstar 1997 - 1999
Skills
SAN, NAS, Enterprise Software, Integration, VMware, IT Strategy, High Availability, SaaS, Pre-sales, ITIL, Architecture, Professional Services, Linux, NetApp, Servers, Product Management, Storage Management, Storage, Storage Area Networks, Virtualization, IT Management, AIX, Storage Virtualization, Brocade, Business Intelligence, Disaster Recovery, Performance Tuning, SOA, Cloud Computing, Solution Selling, Requirements Analysis, Software Development
Education
State University of New York at Buffalo - School of Management 1990 — 1995
Bachelor of Science (BS)
Hitachi Data Systems January 2015 - Present
Hitachi Data Systems November 2010 - December 2014
International Business Machines 2008 - November 2010
IBM Corp January 2007 - January 2008
NovusCG October 2003 - November 2007
Broadwing Technology Solutions 2002 - 2003
Alliance Capital Management 1998 - 2002
Vanstar 1997 - 1999
Skills
SAN, NAS, Enterprise Software, Integration, VMware, IT Strategy, High Availability, SaaS, Pre-sales, ITIL, Architecture, Professional Services, Linux, NetApp, Servers, Product Management, Storage Management, Storage, Storage Area Networks, Virtualization, IT Management, AIX, Storage Virtualization, Brocade, Business Intelligence, Disaster Recovery, Performance Tuning, SOA, Cloud Computing, Solution Selling, Requirements Analysis, Software Development
Education
State University of New York at Buffalo - School of Management 1990 — 1995
Bachelor of Science (BS)
Richard A. Pagano Richard A. Pagano's Alliance Capital Management Experience January 2001 - January 2003
Job Agent at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance February 2010 - Present
State Farm Insurance June 2008 - February 2010
AIG SunAmerica September 2006 - June 2008
The Home Depot October 2003 - August 2006
Van Kampen Investments January 2003 - June 2006
Alliance Capital Management January 2001 - January 2003
Education
The Sequoia System 2008 — 2008
California State University Channel Islands 2004 — 2006
BA, History, Spanish
Kukulcan International Spanish Language School - Cuernavaca, MX 2005 — 2006
Spanish, Spanish Language
Moorpark College 1999 — 2003
AA, History
State Farm Insurance February 2010 - Present
State Farm Insurance June 2008 - February 2010
AIG SunAmerica September 2006 - June 2008
The Home Depot October 2003 - August 2006
Van Kampen Investments January 2003 - June 2006
Alliance Capital Management January 2001 - January 2003
Education
The Sequoia System 2008 — 2008
California State University Channel Islands 2004 — 2006
BA, History, Spanish
Kukulcan International Spanish Language School - Cuernavaca, MX 2005 — 2006
Spanish, Spanish Language
Moorpark College 1999 — 2003
AA, History
Shari Rossi's Alliance Capital Management Experience June 1993 - December 1994
Job Chairwoman & CFO at Eagle Air Inc.
Industry Real Estate
Experience
Aero Electric Airplane Corporation www.AEAC.aero May 2014 - Present
Eagle Air Inc. 1-888-99-EAGLE www.EagleAirInc.com September 2013 - Present
Shari Rossi, CMT November 2010 - Present
The Goodstein Organization January 1995 - Present
Goodstein Equities January 1995 - January 2009
Alliance Capital Management June 1993 - December 1994
Skills
Asset Management, Investments, Portfolio Management, Valuation, Real Estate, Investment Strategies, Equities, Alternative Investments, Trading, Asset Managment, Capital Markets, Financial Modeling, Hedge Funds, Due Diligence, Financial Markets, Financial Analysis, Sellers, Real Estate Economics, Technical Analysis, Options, Property Management, Private Equity, Investment Properties, Real Estate Development, Bloomberg, Brokerage, Commodity, FX Options, Fixed Income, Derivatives, Investment Banking, Hedging, Equity Trading, Equity Research, Aviation, General Aviation, Business Aviation, Part 135 Charter, Part 91 Aviation..., Airplane and Charter..., Airplane Management, Aircraft Charter, Charter
Education
CMTi 2008 — 2009
CMT, Technical Analysis
New York University 1992 — 1993
MS, Masters of Science in Real Estate
The George Washington University - School of Business 1988 — 1992
BBA, Finance
Aero Electric Airplane Corporation www.AEAC.aero May 2014 - Present
Eagle Air Inc. 1-888-99-EAGLE www.EagleAirInc.com September 2013 - Present
Shari Rossi, CMT November 2010 - Present
The Goodstein Organization January 1995 - Present
Goodstein Equities January 1995 - January 2009
Alliance Capital Management June 1993 - December 1994
Skills
Asset Management, Investments, Portfolio Management, Valuation, Real Estate, Investment Strategies, Equities, Alternative Investments, Trading, Asset Managment, Capital Markets, Financial Modeling, Hedge Funds, Due Diligence, Financial Markets, Financial Analysis, Sellers, Real Estate Economics, Technical Analysis, Options, Property Management, Private Equity, Investment Properties, Real Estate Development, Bloomberg, Brokerage, Commodity, FX Options, Fixed Income, Derivatives, Investment Banking, Hedging, Equity Trading, Equity Research, Aviation, General Aviation, Business Aviation, Part 135 Charter, Part 91 Aviation..., Airplane and Charter..., Airplane Management, Aircraft Charter, Charter
Education
CMTi 2008 — 2009
CMT, Technical Analysis
New York University 1992 — 1993
MS, Masters of Science in Real Estate
The George Washington University - School of Business 1988 — 1992
BBA, Finance
David Shagawat David Shagawat's Alliance Capital Management Experience April 2002 - June 2004
Job Director, Compliance Officer at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc. February 2014 - Present
Epoch Investment Partners January 2013 - February 2014
AXA Equitable Funds Management Group, LLC August 2011 - January 2013
AXA Equitable May 2007 - August 2011
AXA Equitable August 2005 - May 2007
Citigroup Asset Management June 2004 - August 2005
Alliance Capital Management April 2002 - June 2004
Alliance Capital Management January 1999 - March 2002
Alliance Capital Management January 1998 - December 1998
Alliance Capital Management June 1997 - December 1997
Skills
Investment Advisers Act, Investment Company Act, Securities, Mutual Funds, Risk Management, Investment Advisory, Financial Services, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Bloomberg, Portfolio Management, Asset Management, Financial Analysis, Investments, Equities
Education
Montclair State University
BS, Business Administration; Double Concentration Accounting and Finance
Epoch Investment Partners, Inc. February 2014 - Present
Epoch Investment Partners January 2013 - February 2014
AXA Equitable Funds Management Group, LLC August 2011 - January 2013
AXA Equitable May 2007 - August 2011
AXA Equitable August 2005 - May 2007
Citigroup Asset Management June 2004 - August 2005
Alliance Capital Management April 2002 - June 2004
Alliance Capital Management January 1999 - March 2002
Alliance Capital Management January 1998 - December 1998
Alliance Capital Management June 1997 - December 1997
Skills
Investment Advisers Act, Investment Company Act, Securities, Mutual Funds, Risk Management, Investment Advisory, Financial Services, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Bloomberg, Portfolio Management, Asset Management, Financial Analysis, Investments, Equities
Education
Montclair State University
BS, Business Administration; Double Concentration Accounting and Finance
Donna Harrigan's Alliance Capital Management Experience 1992 - 1993
Job Compliance Officer at ScholarChip
Industry Education Management
Experience
ScholarChip December 2009 - Present
Adecco 1994 - 1999
Olsten 1994 - 1999
Alliance Capital Management 1992 - 1993
NEC 1988 - 1992
Skills
Compliance Oversight, Compliance Procedures, PCI DSS, FISMA, IT Audit, Computer Software..., Software Documentation, SAS70, SSAE 16, Strategic Partnerships, Auditing, Policy, Risk Assessment, Data Security, Enterprise Risk..., Security Audits, Information Security..., Information Security, Vulnerability Assessment, CISA, Governance, Computer Security, Data Privacy, Databases, Training
Education
New York University - Polytechnic School of Engineering 1985 — 1989
BS, Computer Science
ScholarChip December 2009 - Present
Adecco 1994 - 1999
Olsten 1994 - 1999
Alliance Capital Management 1992 - 1993
NEC 1988 - 1992
Skills
Compliance Oversight, Compliance Procedures, PCI DSS, FISMA, IT Audit, Computer Software..., Software Documentation, SAS70, SSAE 16, Strategic Partnerships, Auditing, Policy, Risk Assessment, Data Security, Enterprise Risk..., Security Audits, Information Security..., Information Security, Vulnerability Assessment, CISA, Governance, Computer Security, Data Privacy, Databases, Training
Education
New York University - Polytechnic School of Engineering 1985 — 1989
BS, Computer Science
Ian Gilmartin Ian Gilmartin's Alliance Capital Management Experience April 1991 - August 1994
Job Unit Sales Manager at Bankers Life and Casualty
Industry Insurance
Experience
Bankers Life and Casualty August 2003 - Present
Tartan Textiles September 1998 - June 2003
Prudential Ret May 1997 - September 1998
Victor Kramer Co. September 1994 - April 1997
Alliance Capital Management April 1991 - August 1994
Skills
Fixed Annuities, Life Insurance, Health Insurance, Term Life Insurance, Retirement, Medicare, Long-term Care, Disability Insurance, Insurance, Retirement Planning, Whole Life, General Insurance, Underwriting, Property & Casualty..., Brokers, Long Term Care Insurance
Education
The Chubb Institute 2000 — 2001
Computer Programming, Information Technology
New Jersey City University
Bankers Life and Casualty August 2003 - Present
Tartan Textiles September 1998 - June 2003
Prudential Ret May 1997 - September 1998
Victor Kramer Co. September 1994 - April 1997
Alliance Capital Management April 1991 - August 1994
Skills
Fixed Annuities, Life Insurance, Health Insurance, Term Life Insurance, Retirement, Medicare, Long-term Care, Disability Insurance, Insurance, Retirement Planning, Whole Life, General Insurance, Underwriting, Property & Casualty..., Brokers, Long Term Care Insurance
Education
The Chubb Institute 2000 — 2001
Computer Programming, Information Technology
New Jersey City University
Peter Birdsall's Alliance Capital Management Experience November 1992 - February 1995
Job Android Full Stack Developer (NY / NJ only or Remote)
Industry Computer Software
Experience
eRideShare.com December 2014 - Present
Highline Residential March 2014 - Present
Bergen Chess Mates January 2009 - Present
Strauss Discount Auto March 1995 - October 2012
Strauss Discount Auto March 1995 - January 2004
Alliance Capital Management November 1992 - February 1995
Guggenheim Corporation March 1983 - October 1992
Marc Rich International Limited July 1982 - February 1983
Skills
Android Developer, Android SDK, UX, UI, Android Studio, Eclipse, JSON, SQL, SQLite, Java, Google Analytics, In-App Billing, Admob, Google Play, Crashlytics, Git, GitHub, Gradle, Retrofit, Google Volley, EventBus, Picasso, Material Design, Robotium Recorder, Espresso, Dagger2, RxJava, RxAndroid, RetroLambda, Google Cloud Storage, Custom..., Seach (Text, Speech), Gesture Detectors, NFC, Facebook SDK, AChartEngine, Drupal Push/Pull, AgileWrap, Ubuntu, Windows Server, Active Directory, Integration, Windows 7, VMware ESX, Data Center, HTML, VMware Workstation, DHTML, Google Docs, SDLC
Education
New Jersey Institute of Technology 2013 — 2013
Course Completion, Android Development, Passed
Chubb Institute for Computer Technology 1999 — 2000
Completion, Web Programming, 4.0
Sysbase/Powerbuilder Intro 1994 — 1994
Completion, Sysbase and Powerbuilder
Chubb Institute 1999 — 1999
Course Completion, Computer Programming
Bergen County Vocatonal Technical High Scrool
High School Diploma, Electronics Technology
eRideShare.com December 2014 - Present
Highline Residential March 2014 - Present
Bergen Chess Mates January 2009 - Present
Strauss Discount Auto March 1995 - October 2012
Strauss Discount Auto March 1995 - January 2004
Alliance Capital Management November 1992 - February 1995
Guggenheim Corporation March 1983 - October 1992
Marc Rich International Limited July 1982 - February 1983
Skills
Android Developer, Android SDK, UX, UI, Android Studio, Eclipse, JSON, SQL, SQLite, Java, Google Analytics, In-App Billing, Admob, Google Play, Crashlytics, Git, GitHub, Gradle, Retrofit, Google Volley, EventBus, Picasso, Material Design, Robotium Recorder, Espresso, Dagger2, RxJava, RxAndroid, RetroLambda, Google Cloud Storage, Custom..., Seach (Text, Speech), Gesture Detectors, NFC, Facebook SDK, AChartEngine, Drupal Push/Pull, AgileWrap, Ubuntu, Windows Server, Active Directory, Integration, Windows 7, VMware ESX, Data Center, HTML, VMware Workstation, DHTML, Google Docs, SDLC
Education
New Jersey Institute of Technology 2013 — 2013
Course Completion, Android Development, Passed
Chubb Institute for Computer Technology 1999 — 2000
Completion, Web Programming, 4.0
Sysbase/Powerbuilder Intro 1994 — 1994
Completion, Sysbase and Powerbuilder
Chubb Institute 1999 — 1999
Course Completion, Computer Programming
Bergen County Vocatonal Technical High Scrool
High School Diploma, Electronics Technology
Michael Triolo Michael Triolo's Alliance Capital Management Experience November 1992 - April 1995
Job Director Cloud Technology Architecture and Sales at Microsoft
Industry Computer Software
Experience
Microsoft August 2015 - Present
2nd Watch September 2014 - August 2015
2ndWatch April 2013 - August 2014
Microsoft March 2012 - April 2013
Microsoft October 2007 - March 2012
Microsoft May 2005 - September 2007
Microsoft September 2000 - April 2005
Warner Lambert July 1997 - September 2000
Salomon Brothers May 1995 - July 1997
Alliance Capital Management November 1992 - April 1995
Skills
Enterprise Software, Cloud Computing, SaaS, Professional Services, Solution Selling, Go-to-market Strategy, Enterprise Architecture, Product Management, Partner Management, SharePoint, Business Intelligence, Business Analysis, IT Strategy, Business Alliances, Salesforce.com, Architecture, Strategy, Consulting, Leadership, Strategic Partnerships, Management, Business Development, Sales, Pre-sales, Start-ups, Program Management, CRM, Strategic Planning, Channel Partners, Cross-functional Team..., Marketing Strategy, Data Center, Sales Enablement, Sales Process, Software Industry, Demand Generation, Lead Generation, Product Marketing, Direct Sales, Sales Operations, Analytics, Managed Services, PaaS, Executive Management, Vendor Management, Big Data, Integration, Account Management
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BS, Accounting
Seton Hall University 1997 — 1999
MS, MIS
Seton Hall University 1995 — 2001
MBA, Finance
Microsoft August 2015 - Present
2nd Watch September 2014 - August 2015
2ndWatch April 2013 - August 2014
Microsoft March 2012 - April 2013
Microsoft October 2007 - March 2012
Microsoft May 2005 - September 2007
Microsoft September 2000 - April 2005
Warner Lambert July 1997 - September 2000
Salomon Brothers May 1995 - July 1997
Alliance Capital Management November 1992 - April 1995
Skills
Enterprise Software, Cloud Computing, SaaS, Professional Services, Solution Selling, Go-to-market Strategy, Enterprise Architecture, Product Management, Partner Management, SharePoint, Business Intelligence, Business Analysis, IT Strategy, Business Alliances, Salesforce.com, Architecture, Strategy, Consulting, Leadership, Strategic Partnerships, Management, Business Development, Sales, Pre-sales, Start-ups, Program Management, CRM, Strategic Planning, Channel Partners, Cross-functional Team..., Marketing Strategy, Data Center, Sales Enablement, Sales Process, Software Industry, Demand Generation, Lead Generation, Product Marketing, Direct Sales, Sales Operations, Analytics, Managed Services, PaaS, Executive Management, Vendor Management, Big Data, Integration, Account Management
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BS, Accounting
Seton Hall University 1997 — 1999
MS, MIS
Seton Hall University 1995 — 2001
MBA, Finance
Bruce Nisker Bruce Nisker's Alliance Capital Management Experience August 1984 - August 1986
Job Adjunct Instructor at Portland State University
Industry Investment Management
Experience
Portland State University April 2013 - Present
Investment Hiker, LLC September 2005 - Present
LIM Advisors February 2004 - April 2005
Barclays Global Investors 1993 - 1998
Alliance Capital Management August 1984 - August 1986
Skills
Investments, Emerging Markets, Equities, Mutual Funds, Hedge Funds, Valuation, Alternative Investments, Asset Management, Funding, Portfolio Management, Finance, Accounting, Real Estate, Management, Securities, Analysis, Due Diligence
Education
Mazamas BCEP 2013 — 2013
Certificate of completion, Basic Climbing Experience Program essentials... Safety on Rock, Snow, Ice and Rope.
New York University - Leonard N. Stern School of Business 1985 — 1987
Masters, Business Administration
University of Washington 1980 — 1984
Bachelor of Arts, Business Administration
Charles Wright Academy 1969 — 1980
Hugh School Diploma, college preparatory materials
Portland State University
Portland State University
Portland State University April 2013 - Present
Investment Hiker, LLC September 2005 - Present
LIM Advisors February 2004 - April 2005
Barclays Global Investors 1993 - 1998
Alliance Capital Management August 1984 - August 1986
Skills
Investments, Emerging Markets, Equities, Mutual Funds, Hedge Funds, Valuation, Alternative Investments, Asset Management, Funding, Portfolio Management, Finance, Accounting, Real Estate, Management, Securities, Analysis, Due Diligence
Education
Mazamas BCEP 2013 — 2013
Certificate of completion, Basic Climbing Experience Program essentials... Safety on Rock, Snow, Ice and Rope.
New York University - Leonard N. Stern School of Business 1985 — 1987
Masters, Business Administration
University of Washington 1980 — 1984
Bachelor of Arts, Business Administration
Charles Wright Academy 1969 — 1980
Hugh School Diploma, college preparatory materials
Portland State University
Portland State University
Alyson Trust Alyson Trust's Alliance Capital Management Experience July 2002 - July 2003
Job Business Analyst at InvestTech Systems Consulting, Inc.
Industry Financial Services
Experience
InvestTech Systems Consulting January 2013 - Present
Tahoe Fixed Income LLC March 2012 - January 2013
BondDesk Group LLC February 2008 - February 2012
Context Capital Management. LLC December 2006 - February 2008
Brandes Investment Partners September 2004 - December 2006
Cramer Rosenthal McGlynn, LLC April 2003 - September 2004
Alliance Capital Management July 2002 - July 2003
Skills
Portfolio Management, Electronic Trading, Quantitative Analytics, Forecasting, Financial Statement..., Data Analysis, Account Reconciliation, Finance, Consulting, Fixed Income, Bloomberg, Equities, Analysis, Financial Analysis, Trading, Series 63, Bonds, Hedge Funds, Capital Markets, Securities, Financial Markets, Derivatives, Series 7, Trading Systems, Options
Education
University of San Diego 2010 — 2012
Master of Business Administration (MBA), Dual Emphasis: Finance and International Business
University of Rhode Island - College of Business Administration 1998 — 2002
Bachelor of Science, Finance, Economics
InvestTech Systems Consulting January 2013 - Present
Tahoe Fixed Income LLC March 2012 - January 2013
BondDesk Group LLC February 2008 - February 2012
Context Capital Management. LLC December 2006 - February 2008
Brandes Investment Partners September 2004 - December 2006
Cramer Rosenthal McGlynn, LLC April 2003 - September 2004
Alliance Capital Management July 2002 - July 2003
Skills
Portfolio Management, Electronic Trading, Quantitative Analytics, Forecasting, Financial Statement..., Data Analysis, Account Reconciliation, Finance, Consulting, Fixed Income, Bloomberg, Equities, Analysis, Financial Analysis, Trading, Series 63, Bonds, Hedge Funds, Capital Markets, Securities, Financial Markets, Derivatives, Series 7, Trading Systems, Options
Education
University of San Diego 2010 — 2012
Master of Business Administration (MBA), Dual Emphasis: Finance and International Business
University of Rhode Island - College of Business Administration 1998 — 2002
Bachelor of Science, Finance, Economics
Sarah Contreras Connors's Alliance Capital Management Experience November 1991 - January 1993
Job Sr. Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's March 2001 - July 2012
Standard & Poor's February 1997 - March 2001
Standard & Poor's February 1993 - February 1997
Alliance Capital Management November 1991 - January 1993
Skills
Capital Markets, Fixed Income, Equities, Market Data, Financial Markets, ETFs, Structured Products, Bloomberg, Asset Managment, Portfolio Management, Bonds, Alternative Investments, Financial Modeling, Derivatives, Securities
Education
Rutgers University-New Brunswick 1987 — 1991
Standard & Poor's March 2001 - July 2012
Standard & Poor's February 1997 - March 2001
Standard & Poor's February 1993 - February 1997
Alliance Capital Management November 1991 - January 1993
Skills
Capital Markets, Fixed Income, Equities, Market Data, Financial Markets, ETFs, Structured Products, Bloomberg, Asset Managment, Portfolio Management, Bonds, Alternative Investments, Financial Modeling, Derivatives, Securities
Education
Rutgers University-New Brunswick 1987 — 1991
Erika Lawrence's Alliance Capital Management Experience April 2001 - December 2001
Job Director at Visa
Industry Information Technology and Services
Experience
Visa July 2006 - Present
Fisher Investments July 2005 - June 2006
Visa February 2002 - July 2005
Alliance Capital Management April 2001 - December 2001
TradeCard February 2001 - April 2001
Centre Solutions May 1998 - December 2000
Pfizer January 1998 - May 1998
GE February 1997 - November 1997
Pitney Bowes November 1996 - January 1997
Purdue Frederick September 1996 - November 1996
Skills
Data Warehousing, Data Modeling, Databases, Database Design, Business Intelligence, Data Migration, Microsoft SQL Server, Analytics, Management, Big Data, CRM, Data Architecture, Software Project..., Mobile Payments, Information Architecture, OLAP, Leadership, Scalability, SaaS, Database Engine Tuning..., Requirements Workshops, OLTP, Data Mining, Data Science
Education
UC Berkeley 1987 — 1991
Bachelors, Psychology, Computer Science
University of California, Berkeley 1987 — 1991
BS
Visa July 2006 - Present
Fisher Investments July 2005 - June 2006
Visa February 2002 - July 2005
Alliance Capital Management April 2001 - December 2001
TradeCard February 2001 - April 2001
Centre Solutions May 1998 - December 2000
Pfizer January 1998 - May 1998
GE February 1997 - November 1997
Pitney Bowes November 1996 - January 1997
Purdue Frederick September 1996 - November 1996
Skills
Data Warehousing, Data Modeling, Databases, Database Design, Business Intelligence, Data Migration, Microsoft SQL Server, Analytics, Management, Big Data, CRM, Data Architecture, Software Project..., Mobile Payments, Information Architecture, OLAP, Leadership, Scalability, SaaS, Database Engine Tuning..., Requirements Workshops, OLTP, Data Mining, Data Science
Education
UC Berkeley 1987 — 1991
Bachelors, Psychology, Computer Science
University of California, Berkeley 1987 — 1991
BS
Loida Jimenez - GRI, ABR, CIPS, e-PRO, SRES Loida Jimenez - GRI, ABR, CIPS, e-PRO, SRES's Alliance Capital Management Experience January 1994 - January 1998
Job Certified International Property Specialist
Industry Real Estate
Experience
Keller Williams - NJ Metro Group June 2011 - Present
Premier Realty Professionals July 2007 - June 2011
US Census Bureau September 2009 - September 2010
RGIS July 2007 - May 2009
Realty Executives - Quality first homes June 2005 - July 2007
ERA Rizzo Realty November 2002 - May 2005
Merrill Lynch Pierce Fenner and Smith, Inc January 1998 - January 2002
Alliance Capital Management January 1994 - January 1998
Shearson Lehman Bros January 1992 - January 1994
HealthQuest January 1991 - January 1992
Skills
Real Estate, Relocation, International Real..., Short Sales, Selling, Management, Marketing, Property, Sales, Buyers, Training, e-PRO, Property Management, Listings, Real Estate Development, Commercial Real Estate, Rentals, Single Family Homes, New Home Sales, Real Estate Transactions, Real Property, Referrals, Social Networking, Buyer Representation, REO, Human Resources, First Time Home Buyers, Investors, ABR, Condos, Recruiting, Sellers, Foreclosures, Brokerage, Program Management, Analysis, Luxury, Investment Properties, Residential Homes, Investments, Townhomes
Education
our lady of good counsel 1978 — 1982
First Ave school
Rutgers University
Keller Williams - NJ Metro Group June 2011 - Present
Premier Realty Professionals July 2007 - June 2011
US Census Bureau September 2009 - September 2010
RGIS July 2007 - May 2009
Realty Executives - Quality first homes June 2005 - July 2007
ERA Rizzo Realty November 2002 - May 2005
Merrill Lynch Pierce Fenner and Smith, Inc January 1998 - January 2002
Alliance Capital Management January 1994 - January 1998
Shearson Lehman Bros January 1992 - January 1994
HealthQuest January 1991 - January 1992
Skills
Real Estate, Relocation, International Real..., Short Sales, Selling, Management, Marketing, Property, Sales, Buyers, Training, e-PRO, Property Management, Listings, Real Estate Development, Commercial Real Estate, Rentals, Single Family Homes, New Home Sales, Real Estate Transactions, Real Property, Referrals, Social Networking, Buyer Representation, REO, Human Resources, First Time Home Buyers, Investors, ABR, Condos, Recruiting, Sellers, Foreclosures, Brokerage, Program Management, Analysis, Luxury, Investment Properties, Residential Homes, Investments, Townhomes
Education
our lady of good counsel 1978 — 1982
First Ave school
Rutgers University
Mark Roethlin, CFA Mark Roethlin, CFA's Alliance Capital Management Experience July 1995 - February 1997
Job Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management March 2011 - Present
Invesco June 2010 - March 2011
Morgan Stanley Investment Management January 2007 - June 2010
Morgan Stanley Investment Management January 2005 - December 2006
Morgan Stanley Investment Management April 2004 - November 2005
Morgan Stanley Investment Management November 2001 - April 2005
Morgan Stanley Investment Management July 1999 - November 2001
JP Morgan Investment Management January 1997 - July 1999
Alliance Capital Management July 1995 - February 1997
Lehman Brothers July 1994 - June 1996
Skills
Equities, Business Planning, Alternative Investments, Hedge Funds, Equity Valuation, Investments, Mutual Funds, Competitive Analysis, Business Strategy, Private Equity, Asset Management, Portfolio Management, Bloomberg, Fund Of Funds, Financial Services, Series 63, Series 7, Options
Education
University of Scranton 1989 — 1993
B.S., Marketing
Don Bosco Prep 1985 — 1989
New York Life Investment Management March 2011 - Present
Invesco June 2010 - March 2011
Morgan Stanley Investment Management January 2007 - June 2010
Morgan Stanley Investment Management January 2005 - December 2006
Morgan Stanley Investment Management April 2004 - November 2005
Morgan Stanley Investment Management November 2001 - April 2005
Morgan Stanley Investment Management July 1999 - November 2001
JP Morgan Investment Management January 1997 - July 1999
Alliance Capital Management July 1995 - February 1997
Lehman Brothers July 1994 - June 1996
Skills
Equities, Business Planning, Alternative Investments, Hedge Funds, Equity Valuation, Investments, Mutual Funds, Competitive Analysis, Business Strategy, Private Equity, Asset Management, Portfolio Management, Bloomberg, Fund Of Funds, Financial Services, Series 63, Series 7, Options
Education
University of Scranton 1989 — 1993
B.S., Marketing
Don Bosco Prep 1985 — 1989
Kim Davis Kim Davis's Alliance Capital Management Experience September 1998 - September 2000
Job Senior Director, HR Business Partner at Under Armour
Industry Media Production
Experience
Under Armour August 2015 - Present
Media General (formerly LIN Media) January 2015 - July 2015
LIN Media June 2013 - July 2015
AMD January 2012 - June 2013
Advanced Micro Devices August 2010 - January 2012
Advanced Micro Devices April 2008 - August 2010
Advanced Micro Devices November 2005 - April 2008
Dougherty's Holdings, Inc. July 2004 - October 2005
S2 Systems 2000 - 2004
Alliance Capital Management September 1998 - September 2000
Skills
Talent Acquisition, Talent Management, Succession Planning, Performance Management, Onboarding, Workforce Planning, Employee Engagement, Deferred Compensation, Organizational..., Employee Relations, Human Resources, Applicant Tracking..., College Recruiting, HR Policies, Organizational Design, Organizational..., HRIS, HR Transformation, Personnel Management, Recruiting, Benefits Negotiation, Training, Vendor Management, Strategy, Executive Coaching, Employee Benefits, Compensation & Benefit, Mergers & Acquisitions, HR Consulting, Leadership, Career Development, Conflict Resolution, Leadership Development, Sourcing, Temporary Placement, Technical Recruiting, Benefits Administration, PeopleSoft, Interviews, Strategic HR, Change Management, New Hire Orientations, Internet Recruiting, Employee Training, Hiring, Compensation, Compensation, Compensation & Benefits
Education
Texas A&M University 1996 — 1998
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Under Armour August 2015 - Present
Media General (formerly LIN Media) January 2015 - July 2015
LIN Media June 2013 - July 2015
AMD January 2012 - June 2013
Advanced Micro Devices August 2010 - January 2012
Advanced Micro Devices April 2008 - August 2010
Advanced Micro Devices November 2005 - April 2008
Dougherty's Holdings, Inc. July 2004 - October 2005
S2 Systems 2000 - 2004
Alliance Capital Management September 1998 - September 2000
Skills
Talent Acquisition, Talent Management, Succession Planning, Performance Management, Onboarding, Workforce Planning, Employee Engagement, Deferred Compensation, Organizational..., Employee Relations, Human Resources, Applicant Tracking..., College Recruiting, HR Policies, Organizational Design, Organizational..., HRIS, HR Transformation, Personnel Management, Recruiting, Benefits Negotiation, Training, Vendor Management, Strategy, Executive Coaching, Employee Benefits, Compensation & Benefit, Mergers & Acquisitions, HR Consulting, Leadership, Career Development, Conflict Resolution, Leadership Development, Sourcing, Temporary Placement, Technical Recruiting, Benefits Administration, PeopleSoft, Interviews, Strategic HR, Change Management, New Hire Orientations, Internet Recruiting, Employee Training, Hiring, Compensation, Compensation, Compensation & Benefits
Education
Texas A&M University 1996 — 1998
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Kathleen Crawford Kathleen Crawford's Alliance Capital Management Experience 1998 - 2001
Job Research Analyst at Third Avenue Management
Industry Investment Management
Experience
Third Avenue Management June 2003 - February 2012
Alliance Capital Management 1998 - 2001
Education
Columbia Business School 2001 — 2003
MBA
Northwestern University 1994 — 1998
BA, Economics
Third Avenue Management June 2003 - February 2012
Alliance Capital Management 1998 - 2001
Education
Columbia Business School 2001 — 2003
MBA
Northwestern University 1994 — 1998
BA, Economics
Stephen Cohn Stephen Cohn's Alliance Capital Management Experience January 1997 - August 1998
Job VP, National Accounts and Business Development at Annuco
Industry Financial Services
Experience
Annuco July 2010 - Present
Integrity Life February 2001 - July 2010
Unger Software Corporation August 2000 - January 2001
New York Life Insurance Company August 1998 - August 2000
Alliance Capital Management January 1997 - August 1998
Prudential Insurance December 1995 - January 1997
Skills
Asset Management, Property & Casualty..., Series 63, Series 6, Business Development, Fixed Annuities, Negotiation, Investment Strategies, Investments, Series 7, Insurance, Training, Sales, CRM, Financial Services, Strategy, Mutual Funds, FINRA, Sales Operations, Management, Fixed Income, Sales Management, Product Marketing, Alternative Investments, Relationship Management, Public Speaking, Financial Advisory, Wholesale, Talent Acquisition, Asset Allocation, Contract Negotiation, Life Insurance, Strategic Partnerships, Retirement Planning, Variable Annuities, Account Management, Coaching, Marketing Strategy, Retirement, Securities, Strategic Planning, Marketing, Applicant Tracking..., Team Building, Strategic Financial..., Microsoft Office, Business Strategy, Leadership Development, Microsoft Excel, Building Relationships
Education
University of Hartford 1989 — 1993
BA, Political Science
clarkstown south
Annuco July 2010 - Present
Integrity Life February 2001 - July 2010
Unger Software Corporation August 2000 - January 2001
New York Life Insurance Company August 1998 - August 2000
Alliance Capital Management January 1997 - August 1998
Prudential Insurance December 1995 - January 1997
Skills
Asset Management, Property & Casualty..., Series 63, Series 6, Business Development, Fixed Annuities, Negotiation, Investment Strategies, Investments, Series 7, Insurance, Training, Sales, CRM, Financial Services, Strategy, Mutual Funds, FINRA, Sales Operations, Management, Fixed Income, Sales Management, Product Marketing, Alternative Investments, Relationship Management, Public Speaking, Financial Advisory, Wholesale, Talent Acquisition, Asset Allocation, Contract Negotiation, Life Insurance, Strategic Partnerships, Retirement Planning, Variable Annuities, Account Management, Coaching, Marketing Strategy, Retirement, Securities, Strategic Planning, Marketing, Applicant Tracking..., Team Building, Strategic Financial..., Microsoft Office, Business Strategy, Leadership Development, Microsoft Excel, Building Relationships
Education
University of Hartford 1989 — 1993
BA, Political Science
clarkstown south
Chris Bayait Chris Bayait's Alliance Capital Management Experience 1993 - 1994
Job at
Industry Capital Markets
Experience
Pershing LLC 2011 - Present
Pershing LLC May 2010 - Present
Stifel Nicolaus July 2007 - June 2009
Ryan Beck & Co August 1995 - June 2007
Alliance Capital Management 1993 - 1994
Skills
Trading, Securities, Bloomberg, Hedge Funds, Mutual Funds, Order Management, ECN, Equities, Banking, Equity Trading, Financial Services, Electronic Trading, FINRA, Fixed Income, Options, Series 24, Series 63, Settlement, Trading Systems, Series 7
Education
Rider University 1989 — 1993
Morristown High School 1986 — 1989
Pershing LLC 2011 - Present
Pershing LLC May 2010 - Present
Stifel Nicolaus July 2007 - June 2009
Ryan Beck & Co August 1995 - June 2007
Alliance Capital Management 1993 - 1994
Skills
Trading, Securities, Bloomberg, Hedge Funds, Mutual Funds, Order Management, ECN, Equities, Banking, Equity Trading, Financial Services, Electronic Trading, FINRA, Fixed Income, Options, Series 24, Series 63, Settlement, Trading Systems, Series 7
Education
Rider University 1989 — 1993
Morristown High School 1986 — 1989
Jann Mirchandani's Alliance Capital Management Experience 1993 - 1996
Job Catering to the online marketing needs of small and midsized businesses. Soup to nuts digital strategy, implementation.
Industry Marketing and Advertising
Experience
Westchester Marketing Cafe LLC October 1998 - Present
UBS Global Asset Management 1996 - 1999
Alliance Capital Management 1993 - 1996
Skills
Wordpress Design, Email Marketing, Social Media Marketing, SEO, Online Advertising, Website Development, Marketing, Blogging, Web Design, Social Media, Marketing Communications, Web Marketing, Public Speaking, Non-profits, Facebook, Social Networking, SEM, Digital Marketing, Marketing Strategy, Integrated Marketing, WordPress, Strategy, Small Business, Nonprofits, Online Marketing, Web Development, Entrepreneurship
Education
State University of New York at Buffalo 1986 — 1990
BA, Psychology, minor Business Administration
Niskayuna High School 1982 — 1986
Westchester Community College
Westchester Marketing Cafe LLC October 1998 - Present
UBS Global Asset Management 1996 - 1999
Alliance Capital Management 1993 - 1996
Skills
Wordpress Design, Email Marketing, Social Media Marketing, SEO, Online Advertising, Website Development, Marketing, Blogging, Web Design, Social Media, Marketing Communications, Web Marketing, Public Speaking, Non-profits, Facebook, Social Networking, SEM, Digital Marketing, Marketing Strategy, Integrated Marketing, WordPress, Strategy, Small Business, Nonprofits, Online Marketing, Web Development, Entrepreneurship
Education
State University of New York at Buffalo 1986 — 1990
BA, Psychology, minor Business Administration
Niskayuna High School 1982 — 1986
Westchester Community College
Ayo Sanni, CPA, CIA, CFE Ayo Sanni, CPA, CIA, CFE's Alliance Capital Management Experience March 2001 - October 2003
Job Accounting Professional
Industry Insurance
Experience
Selective Insurance Company of America 2011 - Present
Lincoln Educational Services October 2003 - July 2008
Alliance Capital Management March 2001 - October 2003
Skills
Internal Audit, Internal Controls, Risk Assessment, Business Process..., Mentoring, Banking, Insurance, COSO ERM, SOX 404
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1997
BS.Accounting, Accounting
Selective Insurance Company of America 2011 - Present
Lincoln Educational Services October 2003 - July 2008
Alliance Capital Management March 2001 - October 2003
Skills
Internal Audit, Internal Controls, Risk Assessment, Business Process..., Mentoring, Banking, Insurance, COSO ERM, SOX 404
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1997
BS.Accounting, Accounting
Scott Kline's Alliance Capital Management Experience August 1991 - April 1994
Job
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney January 2006 - Present
UBS Wealth Management May 1994 - December 2005
Alliance Capital Management August 1991 - April 1994
Goldman Sachs July 1988 - August 1991
JP Morgan FCS July 1986 - August 1988
Skills
Wealth Management, Fixed Income, Portfolio Management, Equities, Asset Managment, Securities, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
University of Colorado Boulder 1981 — 1986
BS
Evergreen High School 1979 — 1981
Morgan Stanley Smith Barney January 2006 - Present
UBS Wealth Management May 1994 - December 2005
Alliance Capital Management August 1991 - April 1994
Goldman Sachs July 1988 - August 1991
JP Morgan FCS July 1986 - August 1988
Skills
Wealth Management, Fixed Income, Portfolio Management, Equities, Asset Managment, Securities, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
University of Colorado Boulder 1981 — 1986
BS
Evergreen High School 1979 — 1981
Anthony Cerroni's Alliance Capital Management Experience May 1997 - January 1998
Job Managing Director at SS&C
Industry Financial Services
Experience
SS&C GlobeOp February 2012 - Present
HSBC Fund Services January 2007 - November 2011
Brown Brothers Harriman May 1999 - January 2007
Nomura Securities Incorporated January 1998 - May 1999
Alliance Capital Management May 1997 - January 1998
Fidelity Investments/National Financial Services Corp May 1992 - May 1997
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Valuation, Back Office, Private Equity, Investor Relations, Investments, Project Planning, Business Analysis, Business Strategy, Business Management, Business Relationship..., Customer Relations, Risk Management, Operational Due..., AML, KYC, Process Engineering, Restructuring, Management, Mutual Funds, Customer Service, FATCA, Product Development, Middle Office, Asset Management, Trading, Banking
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1996
MBA, International Finance
St. John's University 1988 — 1992
BS, International Finance
SS&C GlobeOp February 2012 - Present
HSBC Fund Services January 2007 - November 2011
Brown Brothers Harriman May 1999 - January 2007
Nomura Securities Incorporated January 1998 - May 1999
Alliance Capital Management May 1997 - January 1998
Fidelity Investments/National Financial Services Corp May 1992 - May 1997
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Valuation, Back Office, Private Equity, Investor Relations, Investments, Project Planning, Business Analysis, Business Strategy, Business Management, Business Relationship..., Customer Relations, Risk Management, Operational Due..., AML, KYC, Process Engineering, Restructuring, Management, Mutual Funds, Customer Service, FATCA, Product Development, Middle Office, Asset Management, Trading, Banking
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1996
MBA, International Finance
St. John's University 1988 — 1992
BS, International Finance
Richard Irving's Alliance Capital Management Experience October 1998 - September 2002
Job
Industry Computer Software
Experience
IBM Cloud Unit January 2015 - Present
Dr. Lena Edwards Charter School July 2012 - Present
IBM Rational Software May 2005 - January 2015
Compware Corporation October 2003 - May 2005
AT&T October 2002 - October 2003
Alliance Capital Management October 1998 - September 2002
Salomon Smith Barney 1997 - 1998
Thomson Financial April 1994 - March 1997
Bear Stearns May 1985 - November 1990
Skills
Software Development, Scrum, UML, Java, Application Lifecycle..., RUP, SDLC, Cloud Computing, SOA, Agile Methodologies, OOAD, Linux, SQL, Requirements Analysis, Data Modeling, Unix, Solution Architecture, DB2, Websphere, Enterprise Software, Ruby, Rational Team Concert, Rational Requirements..., Release Management, uDeploy, uRelease, Perl, Business Analysis, WebSphere
Education
New Jersey City University 1990 — 1993
B.S. Business Management
IBM Cloud Unit January 2015 - Present
Dr. Lena Edwards Charter School July 2012 - Present
IBM Rational Software May 2005 - January 2015
Compware Corporation October 2003 - May 2005
AT&T October 2002 - October 2003
Alliance Capital Management October 1998 - September 2002
Salomon Smith Barney 1997 - 1998
Thomson Financial April 1994 - March 1997
Bear Stearns May 1985 - November 1990
Skills
Software Development, Scrum, UML, Java, Application Lifecycle..., RUP, SDLC, Cloud Computing, SOA, Agile Methodologies, OOAD, Linux, SQL, Requirements Analysis, Data Modeling, Unix, Solution Architecture, DB2, Websphere, Enterprise Software, Ruby, Rational Team Concert, Rational Requirements..., Release Management, uDeploy, uRelease, Perl, Business Analysis, WebSphere
Education
New Jersey City University 1990 — 1993
B.S. Business Management
Thomas Lukasiewicz's Alliance Capital Management Experience November 1997 - May 2000
Job Director Banking Operations Platform Support
Industry Financial Services
Experience
UBS January 2012 - Present
UBS Wealth Management March 2009 - January 2012
UBS Wealth Management January 2008 - March 2009
UBS Wealth Management July 2005 - January 2008
UBS Wealth Management October 2003 - July 2005
UBS Wealth Management June 2000 - September 2003
Alliance Capital Management November 1997 - May 2000
Skills
Mutual Funds, Call Center, Asset Managment, Financial Services, Team Management, Project Management, Equities, Call Centers, Series 7, Service Delivery, Investments, Series 63, CRM, Disaster Recovery, Management
Education
Muhlenberg College 1983 — 1987
BA, Double Major--Economics and Business
UBS January 2012 - Present
UBS Wealth Management March 2009 - January 2012
UBS Wealth Management January 2008 - March 2009
UBS Wealth Management July 2005 - January 2008
UBS Wealth Management October 2003 - July 2005
UBS Wealth Management June 2000 - September 2003
Alliance Capital Management November 1997 - May 2000
Skills
Mutual Funds, Call Center, Asset Managment, Financial Services, Team Management, Project Management, Equities, Call Centers, Series 7, Service Delivery, Investments, Series 63, CRM, Disaster Recovery, Management
Education
Muhlenberg College 1983 — 1987
BA, Double Major--Economics and Business
Pete Rei's Alliance Capital Management Experience June 1998 - June 2000
Job Manager of Investment Operations Technology at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2013 - Present
Lord, Abbett & Co. LLC May 2012 - Present
Lord Abbett September 2009 - Present
Lord Abbett September 2006 - July 2010
Lord Abbett September 2002 - September 2006
Lord Abbett June 2000 - September 2003
Alliance Capital Management June 1998 - June 2000
Jemtech Solutions 1996 - 1998
AT&T 1993 - 1995
BMG 1991 - 1993
Skills
Investments, Investment Banking, Equities, Fixed Income, Financial Modeling, Portfolio Management, Bonds, Middle Office, Electronic Trading, Trading, Business Analysis, Derivatives, Credit Derivatives, Trading Systems, Asset Allocation, SDLC, Bloomberg, SQL, Asset Managment, Capital Markets, Mutual Funds, Asset Management
Education
Saint Peter's University 1987 — 1991
Lord, Abbett & Co. LLC October 2013 - Present
Lord, Abbett & Co. LLC May 2012 - Present
Lord Abbett September 2009 - Present
Lord Abbett September 2006 - July 2010
Lord Abbett September 2002 - September 2006
Lord Abbett June 2000 - September 2003
Alliance Capital Management June 1998 - June 2000
Jemtech Solutions 1996 - 1998
AT&T 1993 - 1995
BMG 1991 - 1993
Skills
Investments, Investment Banking, Equities, Fixed Income, Financial Modeling, Portfolio Management, Bonds, Middle Office, Electronic Trading, Trading, Business Analysis, Derivatives, Credit Derivatives, Trading Systems, Asset Allocation, SDLC, Bloomberg, SQL, Asset Managment, Capital Markets, Mutual Funds, Asset Management
Education
Saint Peter's University 1987 — 1991
Craig Behnke, CFA's Alliance Capital Management Experience May 1994 - August 1996
Job Senior Equity Analyst at USAA
Industry Investment Management
Experience
USAA March 2015 - Present
Maple Capital Management August 2010 - March 2015
Prima Capital September 2009 - July 2010
Lexicord Capital June 2006 - June 2009
Founders Asset Management May 2000 - May 2006
Stern Stewart & Co. 1998 - 2000
Alliance Capital Management May 1994 - August 1996
Alliance Capital Management September 1993 - May 1994
Graz Giants January 1993 - August 1993
Skills
Valuation, Investments, Investment Management, Portfolio Management, Equity Research, Due Diligence, Corporate Finance, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BS, Economics
USAA March 2015 - Present
Maple Capital Management August 2010 - March 2015
Prima Capital September 2009 - July 2010
Lexicord Capital June 2006 - June 2009
Founders Asset Management May 2000 - May 2006
Stern Stewart & Co. 1998 - 2000
Alliance Capital Management May 1994 - August 1996
Alliance Capital Management September 1993 - May 1994
Graz Giants January 1993 - August 1993
Skills
Valuation, Investments, Investment Management, Portfolio Management, Equity Research, Due Diligence, Corporate Finance, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BS, Economics
Bob Kopprasch's Alliance Capital Management Experience February 1992 - 1995
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup (The Yield Book) February 2002 - Present
Lally School of Management, Rensselaer Polytechnic Institute November 2013 - Present
Citigroup Asset Management 1995 - 2002
Alliance Capital Management February 1992 - 1995
Hyperion Capital Management 1989 - 1992
Goldman Sachs 1987 - 1988
Salomon Brothers 1980 - 1987
American University September 1973 - June 1980
Skills
Derivatives, Fixed Income, MBS, Structured Products, Portfolio Management, Bonds, Asset Managment, Credit Derivatives, Structured Finance, Financial Modeling, Series 7, Options
Education
Rensselaer Polytechnic Institute 1970 — 1977
Ph.D., Finance
Rensselaer Polytechnic Institute 1969 — 1970
M.S., Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1965 — 1969
B.S., Management, Finance
Institute of Chartered Financial Analysts 1978 — 1980
CFA
Citigroup (The Yield Book) February 2002 - Present
Lally School of Management, Rensselaer Polytechnic Institute November 2013 - Present
Citigroup Asset Management 1995 - 2002
Alliance Capital Management February 1992 - 1995
Hyperion Capital Management 1989 - 1992
Goldman Sachs 1987 - 1988
Salomon Brothers 1980 - 1987
American University September 1973 - June 1980
Skills
Derivatives, Fixed Income, MBS, Structured Products, Portfolio Management, Bonds, Asset Managment, Credit Derivatives, Structured Finance, Financial Modeling, Series 7, Options
Education
Rensselaer Polytechnic Institute 1970 — 1977
Ph.D., Finance
Rensselaer Polytechnic Institute 1969 — 1970
M.S., Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1965 — 1969
B.S., Management, Finance
Institute of Chartered Financial Analysts 1978 — 1980
CFA
Mattia Marricco's Alliance Capital Management Experience March 2000 - April 2002
Job Operations
Industry Financial Services
Experience
Mariner Investment Group LLC September 2010 - Present
OpHedge Investment Services March 2008 - September 2010
D.B. Zwirn & Co. December 2006 - March 2008
Omnicom Capital Inc. April 2002 - November 2006
Alliance Capital Management March 2000 - April 2002
Education
Pace University 2003 — 2007
MBA, Financial Management
Pace University 1997 — 2000
BBA, Finance
Mariner Investment Group LLC September 2010 - Present
OpHedge Investment Services March 2008 - September 2010
D.B. Zwirn & Co. December 2006 - March 2008
Omnicom Capital Inc. April 2002 - November 2006
Alliance Capital Management March 2000 - April 2002
Education
Pace University 2003 — 2007
MBA, Financial Management
Pace University 1997 — 2000
BBA, Finance
Vincenza Adduci's Alliance Capital Management Experience August 1999 - March 2001
Job Accounting Supervisor at J&W Seligman
Industry Financial Services
Experience
J&W Seligman March 2001 - Present
J & W Seligman & Company Inc 2001 - Present
Alliance Capital Management August 1999 - March 2001
Alliance Capital Management August 1999 - February 2000
Education
Queens College
J&W Seligman March 2001 - Present
J & W Seligman & Company Inc 2001 - Present
Alliance Capital Management August 1999 - March 2001
Alliance Capital Management August 1999 - February 2000
Education
Queens College
Tania Leiber's Alliance Capital Management Experience 2001 - 2004
Job COO & Creative Director Leiber Family Enterprises
Industry Education Management
Experience
Calypso Technology May 2006 - January 2012
Alliance Capital Management 2001 - 2004
BBC World Service 1999 - 2000
Education
Rhodes University 1994 — 1998
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General and Psychology
Calypso Technology May 2006 - January 2012
Alliance Capital Management 2001 - 2004
BBC World Service 1999 - 2000
Education
Rhodes University 1994 — 1998
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General and Psychology
John Rogers's Alliance Capital Management Experience May 1991 - March 1997
Job CFO/CCO at Palestra Capital Management LLC
Industry Investment Management
Experience
Palestra Capital Management LLC November 2011 - Present
Greenheart Capital Management, LLC January 2010 - January 2012
Casedy Consulting, LLC February 2009 - January 2010
Obrem Capital Management, LLC June 2007 - February 2009
Stadia Capital LLC June 2002 - April 2007
Weiss Peck & Greer 2000 - 2002
Ernst & Young March 1997 - May 2000
Alliance Capital Management May 1991 - March 1997
Skills
Alternative Investments, Portfolio Management, Investments, Mergers & Acquisitions, Investor Relations, Mutual Funds, Trading, Auditing, Emerging Markets, Fund Of Funds, Accounting, Start-ups, Financial Markets, Trading Systems, Tax, Crisis Management, Fund Administration, Hedge Funds
Education
State University of New York College at Oneonta 1984 — 1988
BS, Economics
Palestra Capital Management LLC November 2011 - Present
Greenheart Capital Management, LLC January 2010 - January 2012
Casedy Consulting, LLC February 2009 - January 2010
Obrem Capital Management, LLC June 2007 - February 2009
Stadia Capital LLC June 2002 - April 2007
Weiss Peck & Greer 2000 - 2002
Ernst & Young March 1997 - May 2000
Alliance Capital Management May 1991 - March 1997
Skills
Alternative Investments, Portfolio Management, Investments, Mergers & Acquisitions, Investor Relations, Mutual Funds, Trading, Auditing, Emerging Markets, Fund Of Funds, Accounting, Start-ups, Financial Markets, Trading Systems, Tax, Crisis Management, Fund Administration, Hedge Funds
Education
State University of New York College at Oneonta 1984 — 1988
BS, Economics
Sri Swarna's Alliance Capital Management Experience 1997 - 1999
Job CEO, Agadia
Industry Hospital & Health Care
Experience
Agadia Systems Inc February 2007 - Present
Alliance Capital Management 1997 - 1999
Dun & Bradstreet 1996 - 1998
Skills
Healthcare Management, Healthcare Information..., Managed Care, Business Development, Healthcare, Medicare, Management Consulting, Healthcare Industry, Change Management, Program Management, Hospitals, Medicaid, Healthcare Consulting, Process Improvement, Executive Management, HIPAA, EHR, Informatics, Health Information..., Pharmaceutical Industry, Health Insurance, Pharmacy, EMR
Education
Penn State University 1994 — 1996
Engineering
Osmania University 1989 — 1993
B.E., Civil Engineering
PEMS
Agadia Systems Inc February 2007 - Present
Alliance Capital Management 1997 - 1999
Dun & Bradstreet 1996 - 1998
Skills
Healthcare Management, Healthcare Information..., Managed Care, Business Development, Healthcare, Medicare, Management Consulting, Healthcare Industry, Change Management, Program Management, Hospitals, Medicaid, Healthcare Consulting, Process Improvement, Executive Management, HIPAA, EHR, Informatics, Health Information..., Pharmaceutical Industry, Health Insurance, Pharmacy, EMR
Education
Penn State University 1994 — 1996
Engineering
Osmania University 1989 — 1993
B.E., Civil Engineering
PEMS
Leon Torres's Alliance Capital Management Experience January 1985 - January 1999
Job Senior Associate at KPMG
Industry Facilities Services
Experience
KPMG June 2010 - Present
Emigrant Saving Bank January 2008 - February 2011
Pitney Bowes Management Services June 2000 - February 2008
Pitney Bowes Management Solutions January 2000 - January 2008
Pitney Bowes 2000 - 2008
Virtual Media January 1999 - January 2000
Alliance Capital Management January 1985 - January 1999
Education
City University of New York-Queens College 2000 — 2008
Queens College
B.A, Psychology
KPMG June 2010 - Present
Emigrant Saving Bank January 2008 - February 2011
Pitney Bowes Management Services June 2000 - February 2008
Pitney Bowes Management Solutions January 2000 - January 2008
Pitney Bowes 2000 - 2008
Virtual Media January 1999 - January 2000
Alliance Capital Management January 1985 - January 1999
Education
City University of New York-Queens College 2000 — 2008
Queens College
B.A, Psychology
Matthew Digan's Alliance Capital Management Experience 1989 - 1990
Job Director, East Coast Retirement Sales Manager
Industry Financial Services
Experience
Legg Mason August 2004 - Present
J. & W. Seligman & Co. Incorporated 1998 - 2004
J&W Seligman 1998 - 2004
Seligman Investments 1998 - 2004
Oppenheimer & Co. 1994 - 1998
Kemper Insurance 1992 - 1993
Keystone Advisers 1991 - 1992
Alliance Capital Management 1989 - 1990
Integrated Resources March 1986 - October 1989
Skills
Retirement, Product Management, Sales, Marketing
Education
University of New Hampshire 1980 — 1984
San Diego State University-California State University 1983 — 1983
Exchange Student, Political Science
Garden City High School 1978 — 1980
Legg Mason August 2004 - Present
J. & W. Seligman & Co. Incorporated 1998 - 2004
J&W Seligman 1998 - 2004
Seligman Investments 1998 - 2004
Oppenheimer & Co. 1994 - 1998
Kemper Insurance 1992 - 1993
Keystone Advisers 1991 - 1992
Alliance Capital Management 1989 - 1990
Integrated Resources March 1986 - October 1989
Skills
Retirement, Product Management, Sales, Marketing
Education
University of New Hampshire 1980 — 1984
San Diego State University-California State University 1983 — 1983
Exchange Student, Political Science
Garden City High School 1978 — 1980
Kevin Rowell's Alliance Capital Management Experience 1998 - 2002
Job Managing Director
Industry Financial Services
Experience
HighMark Capital Management, MUFG Mitsubishi UFJ 2010 - 2014
Hennessy Funds 2008 - 2010
Pioneer Investments 2005 - 2007
Charles Schwab April 2004 - October 2005
Safeco Investments 2002 - 2004
Alliance Capital Management 1998 - 2002
Putnam Investments 1987 - 1998
Skills
Alternative Investments, Investments, Mutual Funds, Asset Managment, Leadership, Series 7, Financial Services, Management, Asset Allocation, Finance, Hedge Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Investment Management, Investment Strategies, Fixed Income
Education
Polytechnic of North London, London , England 1981 — 1982
Business and Communication Studies
State University of New York College at Cortland 1978 — 1982
Bachelor's Degree, Communication Studies
HighMark Capital Management, MUFG Mitsubishi UFJ 2010 - 2014
Hennessy Funds 2008 - 2010
Pioneer Investments 2005 - 2007
Charles Schwab April 2004 - October 2005
Safeco Investments 2002 - 2004
Alliance Capital Management 1998 - 2002
Putnam Investments 1987 - 1998
Skills
Alternative Investments, Investments, Mutual Funds, Asset Managment, Leadership, Series 7, Financial Services, Management, Asset Allocation, Finance, Hedge Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Investment Management, Investment Strategies, Fixed Income
Education
Polytechnic of North London, London , England 1981 — 1982
Business and Communication Studies
State University of New York College at Cortland 1978 — 1982
Bachelor's Degree, Communication Studies
Neel Panchal, CFA's Alliance Capital Management Experience 2003 - 2005
Job Senior Equity Analyst Energy Sector at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2010 - Present
Brown Brothers Harriman January 2005 - January 2010
Alliance Capital Management 2003 - 2005
Skills
Equities, Valuation, Financial Modeling, Bloomberg, Equity Research, Asset Management, Capital Markets, Mutual Funds, Portfolio Management, Securities, Financial Analysis, Asset Allocation, Financial Markets, Investment Management, Private Equity, Equity Valuation
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor of Science (B.S.), Finance and Managment Information Sciences
Brown Brothers Harriman January 2010 - Present
Brown Brothers Harriman January 2005 - January 2010
Alliance Capital Management 2003 - 2005
Skills
Equities, Valuation, Financial Modeling, Bloomberg, Equity Research, Asset Management, Capital Markets, Mutual Funds, Portfolio Management, Securities, Financial Analysis, Asset Allocation, Financial Markets, Investment Management, Private Equity, Equity Valuation
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bachelor of Science (B.S.), Finance and Managment Information Sciences
Craig Pepe's Alliance Capital Management Experience October 1998 - May 2001
Job Valet Parking and Trafic Control at Executive Parking (part time)
Industry Financial Services
Experience
Executive Parking April 2015 - Present
H&R Block December 2014 - Present
Medsave (temp assignment) June 2014 - October 2014
Stanley Steemer May 2011 - April 2013
Premier Coins July 2010 - April 2011
Fidelity Investments September 2006 - July 2007
Alliance Bernstein August 2004 - September 2005
Deutsche Bank Asset Management August 2002 - April 2004
Allianz Dresdner Asset Management May 2001 - August 2002
Alliance Capital Management October 1998 - May 2001
Skills
Corporate Actions, Securities, Fixed Income, Equities, Financial Services, Investments, Bloomberg, Portfolio Management, Asset Management, Mutual Funds, Management, Banking, FINRA, Derivatives, Alternative Investments, Trading, Hedge Funds, Mergers & Acquisitions, Back Office, Options, Capital Markets, Bonds, Investment Management, Microsoft Excel, Microsoft Word
Education
H&R Block Tax Preparation school 2014 — 2014
Income Tax preparation
Pohs Institute 2008 — 2008
10-55 LIfe Accident and Health Insurance Agent License, Life, Accident, and Health Insurance
University of Pennsylvania 1994 — 1998
BA Economics and Psychology, Economics and Psychology
Chaminade High School 1990 — 1994
HS diploma, Liberal arts, Honor Roll Student 4 years
Executive Parking April 2015 - Present
H&R Block December 2014 - Present
Medsave (temp assignment) June 2014 - October 2014
Stanley Steemer May 2011 - April 2013
Premier Coins July 2010 - April 2011
Fidelity Investments September 2006 - July 2007
Alliance Bernstein August 2004 - September 2005
Deutsche Bank Asset Management August 2002 - April 2004
Allianz Dresdner Asset Management May 2001 - August 2002
Alliance Capital Management October 1998 - May 2001
Skills
Corporate Actions, Securities, Fixed Income, Equities, Financial Services, Investments, Bloomberg, Portfolio Management, Asset Management, Mutual Funds, Management, Banking, FINRA, Derivatives, Alternative Investments, Trading, Hedge Funds, Mergers & Acquisitions, Back Office, Options, Capital Markets, Bonds, Investment Management, Microsoft Excel, Microsoft Word
Education
H&R Block Tax Preparation school 2014 — 2014
Income Tax preparation
Pohs Institute 2008 — 2008
10-55 LIfe Accident and Health Insurance Agent License, Life, Accident, and Health Insurance
University of Pennsylvania 1994 — 1998
BA Economics and Psychology, Economics and Psychology
Chaminade High School 1990 — 1994
HS diploma, Liberal arts, Honor Roll Student 4 years
Chip Mechler's Alliance Capital Management Experience 1991 - 1995
Job Investment Specialist at Jennison Associates
Industry Financial Services
Experience
Jennison Associates January 2005 - Present
Munder Capital Management January 1997 - December 2004
MainStay Mutual Funds 1995 - 1997
Alliance Capital 1992 - 1995
Alliance Capital Management 1991 - 1995
Skills
Separately Managed..., Portfolio Management, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Securities, Investment Advisory, Public Speaking, FINRA, Financial Services, Finance, Insurance, Retirement
Education
Seton Hall University 1983 — 1987
BA, Communication
Jennison Associates January 2005 - Present
Munder Capital Management January 1997 - December 2004
MainStay Mutual Funds 1995 - 1997
Alliance Capital 1992 - 1995
Alliance Capital Management 1991 - 1995
Skills
Separately Managed..., Portfolio Management, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Securities, Investment Advisory, Public Speaking, FINRA, Financial Services, Finance, Insurance, Retirement
Education
Seton Hall University 1983 — 1987
BA, Communication
Maria T. Argüelles's Alliance Capital Management Experience January 1998 - October 1999
Job Consultant @ Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals February 2014 - Present
Madison Consulting Group August 2011 - January 2014
Jorge L. Piney March 2009 - August 2011
Alternative Investment Solutions January 2008 - March 2009
AIG July 2006 - December 2007
Real Estate Financial Solutions, LLC March 2005 - July 2006
Deutsche Bank October 1999 - October 2004
Alliance Capital Management January 1998 - October 1999
Public Accounting June 1993 - May 1998
Skills
Hedge Funds, Equities, Financial Analysis, Fixed Income, Private Equity, Asset Managment, Valuation, Financial Services, Financial Reporting, Account Reconciliation, Wealth Management, Fund Accounting, US GAAP, Tax, Auditing, Sarbanes-Oxley Act, Mutual Funds, Fund Administration, Financial Statements, Bonds, Bloomberg, Accounting, Securities, Asset Management, Finance, Due Diligence
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2015
Masters, Taxation
Saint Peter's University 1993 — 2000
MBA/BS, MBA in Management/International Business; BS in Accountancy/Economics
NBHS
Resources Global Professionals February 2014 - Present
Madison Consulting Group August 2011 - January 2014
Jorge L. Piney March 2009 - August 2011
Alternative Investment Solutions January 2008 - March 2009
AIG July 2006 - December 2007
Real Estate Financial Solutions, LLC March 2005 - July 2006
Deutsche Bank October 1999 - October 2004
Alliance Capital Management January 1998 - October 1999
Public Accounting June 1993 - May 1998
Skills
Hedge Funds, Equities, Financial Analysis, Fixed Income, Private Equity, Asset Managment, Valuation, Financial Services, Financial Reporting, Account Reconciliation, Wealth Management, Fund Accounting, US GAAP, Tax, Auditing, Sarbanes-Oxley Act, Mutual Funds, Fund Administration, Financial Statements, Bonds, Bloomberg, Accounting, Securities, Asset Management, Finance, Due Diligence
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2015
Masters, Taxation
Saint Peter's University 1993 — 2000
MBA/BS, MBA in Management/International Business; BS in Accountancy/Economics
NBHS
Rodney West, PMP's Alliance Capital Management Experience February 1998 - November 1998
Job Asst VP IT Business Analyst
Industry Information Technology and Services
Experience
JPMorgan Chase April 2011 - Present
Citi Hedge Fund Services June 2010 - August 2010
Morgan Stanley November 2007 - May 2010
Morgan Stanley August 2004 - November 2007
Morgan Stanley April 2001 - August 2004
Alliance Capital Management/Alliance Bernstein November 1998 - April 2001
Alliance Capital Management February 1998 - November 1998
Skills
Business Analysis, Visio, SDLC, Business Process..., Requirements Gathering, SharePoint, Integration, Project Management, User Acceptance Testing, Analysis, Management, Business Requirements, Business Process, Software Documentation, Fixed Income, Equities, Asset Managment, Financial Services, Risk Management
Education
International Institute for Learning 2008 — 2008
Certified Project Management Professional
The Chubb Institute 2001 — 2002
Certificate, Computer Technical Support
University of Delaware 1993 — 1997
B.S, Business Administration (Finance concentration)
Piscataway High School 1989 — 1993
diploma
JPMorgan Chase April 2011 - Present
Citi Hedge Fund Services June 2010 - August 2010
Morgan Stanley November 2007 - May 2010
Morgan Stanley August 2004 - November 2007
Morgan Stanley April 2001 - August 2004
Alliance Capital Management/Alliance Bernstein November 1998 - April 2001
Alliance Capital Management February 1998 - November 1998
Skills
Business Analysis, Visio, SDLC, Business Process..., Requirements Gathering, SharePoint, Integration, Project Management, User Acceptance Testing, Analysis, Management, Business Requirements, Business Process, Software Documentation, Fixed Income, Equities, Asset Managment, Financial Services, Risk Management
Education
International Institute for Learning 2008 — 2008
Certified Project Management Professional
The Chubb Institute 2001 — 2002
Certificate, Computer Technical Support
University of Delaware 1993 — 1997
B.S, Business Administration (Finance concentration)
Piscataway High School 1989 — 1993
diploma
Justin Denham's Alliance Capital Management Experience 2004 - 2004
Job IT Internal Auditor
Industry Information Technology and Services
Experience
EDMC June 2013 - Present
EDMC March 2010 - June 2013
Bank of New York Mellon June 2009 - December 2009
Marshall Wace June 2007 - February 2009
DKR Capital 2005 - 2007
Alliance Capital Management 2004 - 2004
Skills
Microsoft SQL Server, Business Analysis, IT Audit, Disaster Recovery, System Administration, Active Directory, Technical Support, Windows Server, SharePoint, Infrastructure, SDLC, Management, Process Improvement, ITIL
Education
Penn State University- University Park 1999 — 2003
Bachelor's degree, History
EDMC June 2013 - Present
EDMC March 2010 - June 2013
Bank of New York Mellon June 2009 - December 2009
Marshall Wace June 2007 - February 2009
DKR Capital 2005 - 2007
Alliance Capital Management 2004 - 2004
Skills
Microsoft SQL Server, Business Analysis, IT Audit, Disaster Recovery, System Administration, Active Directory, Technical Support, Windows Server, SharePoint, Infrastructure, SDLC, Management, Process Improvement, ITIL
Education
Penn State University- University Park 1999 — 2003
Bachelor's degree, History
Gayle Stamer's Alliance Capital Management Experience 1996 - 1999
Job Marketing Manager at Quadrangle Products Inc.
Industry Electrical/Electronic Manufacturing
Experience
Quadrangle Products Inc. 2005 - Present
Alliance Capital Management 1996 - 1999
Bankers Trust 1992 - 1995
Skills
Marketing, Business Strategy, Product Development, Marketing Strategy, Product Marketing
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS, Finance
Quadrangle Products Inc. 2005 - Present
Alliance Capital Management 1996 - 1999
Bankers Trust 1992 - 1995
Skills
Marketing, Business Strategy, Product Development, Marketing Strategy, Product Marketing
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS, Finance
John Bonczek, CFA's Alliance Capital Management Experience August 1988 - August 2004
Job CSE at Western Asset Management
Industry Investment Management
Experience
Western Asset Management December 2005 - Present
Citigroup Asset Management August 2004 - December 2005
Alliance Capital Management August 1988 - August 2004
Skills
Fixed Income, Investments, Asset Management, Mutual Funds, Financial Markets
Education
Northwestern University - Kellogg School of Management
MBA, Finance/Marketing
University of New Hampshire
Bachelor of Science
Western Asset Management December 2005 - Present
Citigroup Asset Management August 2004 - December 2005
Alliance Capital Management August 1988 - August 2004
Skills
Fixed Income, Investments, Asset Management, Mutual Funds, Financial Markets
Education
Northwestern University - Kellogg School of Management
MBA, Finance/Marketing
University of New Hampshire
Bachelor of Science
John Gabriel, MBA, CFP®'s Alliance Capital Management Experience December 2006 - January 2008
Job Regional Director at Weitz Investment Management
Industry Financial Services
Experience
Weitz Investment Management May 2011 - Present
Bellatore April 2008 - October 2010
Bellatore, LLC April 2008 - November 2009
Alliance Capital Management December 2006 - January 2008
Rydex Investments March 2000 - November 2006
Rydex 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Fixed Income, ETFs, Investment Management, Separately Managed..., Financial Services, Trading, Financial Advisory, Series 63, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Investment Strategies, Series 65
Education
University of Colorado Denver 2002 — 2005
MBA, Finance, Entrepreneurship
University of Denver 1989 — 1993
BA, Environmental Science & Education
Weitz Investment Management May 2011 - Present
Bellatore April 2008 - October 2010
Bellatore, LLC April 2008 - November 2009
Alliance Capital Management December 2006 - January 2008
Rydex Investments March 2000 - November 2006
Rydex 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Fixed Income, ETFs, Investment Management, Separately Managed..., Financial Services, Trading, Financial Advisory, Series 63, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Investment Strategies, Series 65
Education
University of Colorado Denver 2002 — 2005
MBA, Finance, Entrepreneurship
University of Denver 1989 — 1993
BA, Environmental Science & Education
Leon Fern's Alliance Capital Management Experience 1992 - 1999
Job Managing Director Capital Markets Preferred Apartment Communities
Industry Financial Services
Experience
Preferred Apartment Communities 2012 - Present
Griffin Capital Securities 2010 - December 2012
Cole Capital 2007 - 2010
Lincoln Financial Group August 2006 - August 2007
GE Capital April 1999 - August 2006
Alliance Capital Management 1992 - 1999
Skills
Asset Managment, Asset Allocation, Securities, Series 6, Wealth Management, Separately Managed..., Portfolio Management, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1990
Bachelor of Science (B.S.), Economics and Finance
Preferred Apartment Communities 2012 - Present
Griffin Capital Securities 2010 - December 2012
Cole Capital 2007 - 2010
Lincoln Financial Group August 2006 - August 2007
GE Capital April 1999 - August 2006
Alliance Capital Management 1992 - 1999
Skills
Asset Managment, Asset Allocation, Securities, Series 6, Wealth Management, Separately Managed..., Portfolio Management, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1990
Bachelor of Science (B.S.), Economics and Finance
Larry Zimbalist's Alliance Capital Management Experience August 1990 - July 1994
Job Portfolio Manager at JMG Capital Management
Industry Financial Services
Experience
JMG Capital Management April 1999 - Present
Paloma Partners Management Co. August 1994 - December 1998
Alliance Capital Management August 1990 - July 1994
Skills
Asset Managment, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Trading, Equity Research, Bonds, Investment Strategies, Fixed Income, Asset Allocation, Options, Asset Management, Bloomberg, Series 7, Investment Management, Fund Of Funds, Derivatives
Education
The University of Connecticut School of Business 1998 — 2004
Master of Business Administration (MBA), Finance, General
State University of New York at Albany 1986 — 1989
Bachelor of Arts (B.A.), Economics
JMG Capital Management April 1999 - Present
Paloma Partners Management Co. August 1994 - December 1998
Alliance Capital Management August 1990 - July 1994
Skills
Asset Managment, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Trading, Equity Research, Bonds, Investment Strategies, Fixed Income, Asset Allocation, Options, Asset Management, Bloomberg, Series 7, Investment Management, Fund Of Funds, Derivatives
Education
The University of Connecticut School of Business 1998 — 2004
Master of Business Administration (MBA), Finance, General
State University of New York at Albany 1986 — 1989
Bachelor of Arts (B.A.), Economics
T. Kirk Whitney, CFA's Alliance Capital Management Experience 2001 - 2004
Job Portfolio Analyst at Cohanzick Management, LLC
Industry Investment Management
Experience
Cohanzick Management, LLC 2014 - Present
Solaris Group LLC 2008 - 2014
Concordia Advisors 2004 - 2008
Alliance Capital Management 2001 - 2004
Bloomberg 2000 - 2001
Skills
Asset Management, Fixed Income, Equities, Portfolio Management, Hedge Funds, Financial Analysis, Bloomberg, Asset Allocation, Excel, Trading, Derivatives, Investments, Alternative Investments, Financial Modeling, Microsoft Excel, Options, Capital Markets
Education
Penn State University 1995 — 1999
St. Peter's School
Cohanzick Management, LLC 2014 - Present
Solaris Group LLC 2008 - 2014
Concordia Advisors 2004 - 2008
Alliance Capital Management 2001 - 2004
Bloomberg 2000 - 2001
Skills
Asset Management, Fixed Income, Equities, Portfolio Management, Hedge Funds, Financial Analysis, Bloomberg, Asset Allocation, Excel, Trading, Derivatives, Investments, Alternative Investments, Financial Modeling, Microsoft Excel, Options, Capital Markets
Education
Penn State University 1995 — 1999
St. Peter's School
Jason Dinardo's Alliance Capital Management Experience September 2011 - Present
Job President at Alliance Capital Management
Industry Legal Services
Experience
Alliance Capital Management September 2011 - Present
Pro Credit Solutions, LLC 2008 - Present
Keystone Judgment Recovery 2006 - Present
Skills
Courts, Microsoft Excel, Microsoft Office, Strategic Planning, Contract Negotiation, Business Development, New Business Development, Business Strategy, Customer Service, Account Management, Business Planning, Executive Management
Education
Penn State University 1999 — 2003
Bachelor of Business Administration (BBA), Management Science And Information Systems
Alliance Capital Management September 2011 - Present
Pro Credit Solutions, LLC 2008 - Present
Keystone Judgment Recovery 2006 - Present
Skills
Courts, Microsoft Excel, Microsoft Office, Strategic Planning, Contract Negotiation, Business Development, New Business Development, Business Strategy, Customer Service, Account Management, Business Planning, Executive Management
Education
Penn State University 1999 — 2003
Bachelor of Business Administration (BBA), Management Science And Information Systems
PETER HUTSON's Alliance Capital Management Experience 1999 - 2006
Job MANAGER OPERATIONS at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management 2006 - Present
Alliance Capital Management 1999 - 2006
Education
University of Richmond
BA, Economics; Speech/Communications
Morgan Stanley Investment Management 2006 - Present
Alliance Capital Management 1999 - 2006
Education
University of Richmond
BA, Economics; Speech/Communications
Donna Lamback's Alliance Capital Management Experience 1990 - 2004
Job Strategic Sourcing Specialist
Industry Printing
Experience
Legg Mason September 2008 - August 2009
Williams Lea December 2007 - July 2008
Morgan Stanley August 2004 - December 2007
AllianceBernstein February 1990 - August 2004
Alliance Capital Management 1990 - 2004
Skills
Negotiation, Marketing, CRM, Vendor Management, RFP, Budgets
Education
Stony Brook University 1977 — 1981
BA, Psychology
Legg Mason September 2008 - August 2009
Williams Lea December 2007 - July 2008
Morgan Stanley August 2004 - December 2007
AllianceBernstein February 1990 - August 2004
Alliance Capital Management 1990 - 2004
Skills
Negotiation, Marketing, CRM, Vendor Management, RFP, Budgets
Education
Stony Brook University 1977 — 1981
BA, Psychology
Pam Khoury's Alliance Capital Management Experience 1998 - 2001
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan May 2005 - Present
Barclays Capital 2004 - 2005
AXA Financial 2001 - 2004
Alliance Capital Management 1998 - 2001
Education
University of Maryland College Park 1994 — 1998
Finance
Allentown High School
JPMorgan May 2005 - Present
Barclays Capital 2004 - 2005
AXA Financial 2001 - 2004
Alliance Capital Management 1998 - 2001
Education
University of Maryland College Park 1994 — 1998
Finance
Allentown High School
Mike Dickson's Alliance Capital Management Experience 1993 - 1996
Job VP, Operations Relationship Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles November 2009 - Present
Manning & Napier Advisors 2007 - 2009
ING Funds 2003 - 2006
OppenheimerFunds 1996 - 2001
Alliance Capital Management 1993 - 1996
Skills
Business Relationship..., Sales Management, Personal Finance, Public Speaking, Business Analysis, Mutual Funds, Alternative Investments, Investments, Sales, Process Improvement, Financial Services, Portfolio Management, Team Building, Banking, Budgets, Series 63, Management, Financial Analysis, Equities, Separately Managed..., Marketing, Series 7, Finance, Relationship Management, Leadership, Insurance, Research, Strategic Financial...
Education
Suffolk University 1989 — 1991
BS, Finance
Suffolk University - Sawyer Business School 1989 — 1991
BSBA, Finance
Loomis Sayles November 2009 - Present
Manning & Napier Advisors 2007 - 2009
ING Funds 2003 - 2006
OppenheimerFunds 1996 - 2001
Alliance Capital Management 1993 - 1996
Skills
Business Relationship..., Sales Management, Personal Finance, Public Speaking, Business Analysis, Mutual Funds, Alternative Investments, Investments, Sales, Process Improvement, Financial Services, Portfolio Management, Team Building, Banking, Budgets, Series 63, Management, Financial Analysis, Equities, Separately Managed..., Marketing, Series 7, Finance, Relationship Management, Leadership, Insurance, Research, Strategic Financial...
Education
Suffolk University 1989 — 1991
BS, Finance
Suffolk University - Sawyer Business School 1989 — 1991
BSBA, Finance
Sandy Kaur's Alliance Capital Management Experience September 1990 - July 1994
Job PM/BA at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2008 - Present
Lehman Brothers 2007 - 2008
Credit Suisse May 2004 - June 2007
British Petroleum November 2002 - May 2004
IBM February 2000 - November 2001
Keane March 1998 - July 2000
Interim Consulting March 1998 - March 1999
Hyperion Software December 1995 - April 1997
Independent Financial July 1994 - December 1995
Alliance Capital Management September 1990 - July 1994
Education
Queens College 1985 — 1988
BA, Accounting/Economics
Pace University
MS, Computer Science
Credit Suisse August 2008 - Present
Lehman Brothers 2007 - 2008
Credit Suisse May 2004 - June 2007
British Petroleum November 2002 - May 2004
IBM February 2000 - November 2001
Keane March 1998 - July 2000
Interim Consulting March 1998 - March 1999
Hyperion Software December 1995 - April 1997
Independent Financial July 1994 - December 1995
Alliance Capital Management September 1990 - July 1994
Education
Queens College 1985 — 1988
BA, Accounting/Economics
Pace University
MS, Computer Science
Leslie Fleck Newman's Alliance Capital Management Experience 1998 - 2003
Job Writing and Editing Professional
Industry Writing and Editing
Experience
AllianceBernstein 2003 - 2008
Alliance Capital Management 1998 - 2003
Education
New York University
MA, Educational Psychology
AllianceBernstein 2003 - 2008
Alliance Capital Management 1998 - 2003
Education
New York University
MA, Educational Psychology
thomas paulson's Alliance Capital Management Experience May 2001 - February 2006
Job Senior Vice President at Cornerstone Capital Management
Industry Investment Management
Experience
Cornerstone Capital Management February 2006 - Present
Alliance Capital Management May 2001 - February 2006
Skills
Alternative Investments, Fixed Income, Asset Allocation, Hedge Funds, Bloomberg, Valuation
Education
University of Minnesota - Carlson School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General, a
University of Minnesota-Twin Cities 1990 — 1991
Master's Degree, Mechanical Engineering, a
University of Wisconsin-Madison 1985 — 1988
Bachelor's Degree, Mathematics and economics, a
Cornerstone Capital Management February 2006 - Present
Alliance Capital Management May 2001 - February 2006
Skills
Alternative Investments, Fixed Income, Asset Allocation, Hedge Funds, Bloomberg, Valuation
Education
University of Minnesota - Carlson School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General, a
University of Minnesota-Twin Cities 1990 — 1991
Master's Degree, Mechanical Engineering, a
University of Wisconsin-Madison 1985 — 1988
Bachelor's Degree, Mathematics and economics, a
Rocky Barber's Alliance Capital Management Experience June 1977 - April 1986
Job Head of Equities at RNC Genter Capital Mgmt.
Industry Investment Management
Experience
RNC Genter Capital Mgmt. December 2004 - Present
RNC Genter Capital Management December 2004 - Present
William Blair & Co. LLC May 1986 - December 2004
William Blair & Co. January 2001 - January 2004
William Blair Funds March 1987 - June 2001
William Blair Investment Mgmt January 1997 - January 2001
William Blair and Company May 1986 - January 1997
Alliance Bond Funds January 1983 - April 1986
Alliance Capital Management June 1977 - April 1986
Alliance Capital Management January 1979 - January 1983
Skills
Equities, Fixed Income, Portfolio Management, Investment Management, Investments, Mutual Funds, Bonds, Options, Asset Allocation, Asset Managment, Equity Research, Investment Strategies, Equity Valuation, Financial Modeling, Wealth Management
Education
Stanford University Graduate School of Business 1973 — 1975
MBA, Finance
Stanford University 1972 — 1973
MS, Engineering/ Operations Research
Stanford University 1969 — 1973
BA, Political Science
The Lawrenceville School 1965 — 1969
St. Bernard's 1957 — 1965
RNC Genter Capital Mgmt. December 2004 - Present
RNC Genter Capital Management December 2004 - Present
William Blair & Co. LLC May 1986 - December 2004
William Blair & Co. January 2001 - January 2004
William Blair Funds March 1987 - June 2001
William Blair Investment Mgmt January 1997 - January 2001
William Blair and Company May 1986 - January 1997
Alliance Bond Funds January 1983 - April 1986
Alliance Capital Management June 1977 - April 1986
Alliance Capital Management January 1979 - January 1983
Skills
Equities, Fixed Income, Portfolio Management, Investment Management, Investments, Mutual Funds, Bonds, Options, Asset Allocation, Asset Managment, Equity Research, Investment Strategies, Equity Valuation, Financial Modeling, Wealth Management
Education
Stanford University Graduate School of Business 1973 — 1975
MBA, Finance
Stanford University 1972 — 1973
MS, Engineering/ Operations Research
Stanford University 1969 — 1973
BA, Political Science
The Lawrenceville School 1965 — 1969
St. Bernard's 1957 — 1965
Malik Ishaq's Alliance Capital Management Experience January 1992 - September 1994
Job VP at Barlays Capital
Industry Information Technology and Services
Experience
Barclays Capital July 2009 - Present
Goldman Sachs January 2004 - March 2009
JP Morgan Chase January 2003 - January 2004
Lehman Brothers September 1995 - January 2003
Citibank September 1994 - September 1995
Alliance Capital Management January 1992 - September 1994
Mercantile Software Systems May 1990 - January 1992
Skills
Electronic Trading, Trading Systems, Investment Banking, Prime Brokerage, Hedge Funds, Unix, Derivatives, Sybase, Market Data, Fixed Income, Equities, Capital Markets, Disaster Recovery, Unix Shell Scripting, Shell Scripting, Solaris
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance/MIS
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BS, Electrical Engineering
Icb
Icb
Barclays Capital July 2009 - Present
Goldman Sachs January 2004 - March 2009
JP Morgan Chase January 2003 - January 2004
Lehman Brothers September 1995 - January 2003
Citibank September 1994 - September 1995
Alliance Capital Management January 1992 - September 1994
Mercantile Software Systems May 1990 - January 1992
Skills
Electronic Trading, Trading Systems, Investment Banking, Prime Brokerage, Hedge Funds, Unix, Derivatives, Sybase, Market Data, Fixed Income, Equities, Capital Markets, Disaster Recovery, Unix Shell Scripting, Shell Scripting, Solaris
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance/MIS
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BS, Electrical Engineering
Icb
Icb
Dave Rehbock's Alliance Capital Management Experience 2002 - 2004
Job Sr Director Compensation & Benefits at Save the Children
Industry Nonprofit Organization Management
Experience
Save the Children US 2008 - Present
BNP Paribas 2007 - 2008
The Hartford 2004 - 2008
Alliance Capital Management 2002 - 2004
Prior Organizations 1971 - 2001
Skills
Policy, Deferred Compensation, Program Management, Management, Human Resources, Performance Management, Employee Benefits
Education
University of New Haven 1987 — 1989
MBA
Northeastern University 1967 — 1972
BS, Finance
Save the Children US 2008 - Present
BNP Paribas 2007 - 2008
The Hartford 2004 - 2008
Alliance Capital Management 2002 - 2004
Prior Organizations 1971 - 2001
Skills
Policy, Deferred Compensation, Program Management, Management, Human Resources, Performance Management, Employee Benefits
Education
University of New Haven 1987 — 1989
MBA
Northeastern University 1967 — 1972
BS, Finance
Robert Zack's Alliance Capital Management Experience September 1998 - September 1999
Job Project Manager at Bloomberg
Industry Financial Services
Experience
Bloomberg September 2004 - Present
AIG September 2000 - September 2004
Pfizer September 1999 - September 2000
Alliance Capital Management September 1998 - September 1999
Skills
Vendor Management, Program Management, IT Management, Software Development, Certified Project..., Certified Scrum Master..., MCSE, CNE, PMO, Unix, Data Center, PMP, Quality Assurance, Project Management
Education
Pace University 2007 — 2010
DPS Doctorate, Computing
NJIT 1990 — 1993
Master of Science (MS), Industrial Management
Villanova University 1980 — 1983
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Bloomberg September 2004 - Present
AIG September 2000 - September 2004
Pfizer September 1999 - September 2000
Alliance Capital Management September 1998 - September 1999
Skills
Vendor Management, Program Management, IT Management, Software Development, Certified Project..., Certified Scrum Master..., MCSE, CNE, PMO, Unix, Data Center, PMP, Quality Assurance, Project Management
Education
Pace University 2007 — 2010
DPS Doctorate, Computing
NJIT 1990 — 1993
Master of Science (MS), Industrial Management
Villanova University 1980 — 1983
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Trish Wilkerson's Alliance Capital Management Experience November 1987 - November 2008
Job Project Management Consultant at Jennison Associates LLC
Industry Information Technology and Services
Experience
Jennison Associates LLC November 2012 - Present
Barclays Capital February 2010 - August 2012
Alliance Capital Management November 1987 - November 2008
Skills
Programme/Project..., IT Strategic Planning, Charles River V9 FI..., Client Relationship..., Business/Quality..., Data Quality Management, Software Design &..., IT Service Delivery..., System Development Life..., Applications..., Analytics/Business..., Strategy, Business Analysis, Software Development, Business Intelligence, Business Process, Business Process..., CRM, Market Data, Strategic Planning, IT Management, SDLC, Executive Management, Program Management, Data Warehousing, Charles River IMS, Disaster Recovery, Databases, Vendor Management
Education
Stevens Institute of Technology 2010 — 2012
Master's Degree, Technology Management
Montclair State University
Bachelor's Degree, Mathematics and Computer Science
Jennison Associates LLC November 2012 - Present
Barclays Capital February 2010 - August 2012
Alliance Capital Management November 1987 - November 2008
Skills
Programme/Project..., IT Strategic Planning, Charles River V9 FI..., Client Relationship..., Business/Quality..., Data Quality Management, Software Design &..., IT Service Delivery..., System Development Life..., Applications..., Analytics/Business..., Strategy, Business Analysis, Software Development, Business Intelligence, Business Process, Business Process..., CRM, Market Data, Strategic Planning, IT Management, SDLC, Executive Management, Program Management, Data Warehousing, Charles River IMS, Disaster Recovery, Databases, Vendor Management
Education
Stevens Institute of Technology 2010 — 2012
Master's Degree, Technology Management
Montclair State University
Bachelor's Degree, Mathematics and Computer Science
Barrie Lieb's Alliance Capital Management Experience December 1989 - June 1994
Job Individual & Family Services Professional
Industry Individual & Family Services
Experience
Comfort Keepers January 2004 - December 2008
Citigroup September 2001 - March 2004
JP Morgan Chase September 1997 - May 2001
The Chase Manhattan Bank May 1995 - August 1997
Alliance Capital Management December 1989 - June 1994
Education
Rider University 1984 — 1988
ba, Accounting
Comfort Keepers January 2004 - December 2008
Citigroup September 2001 - March 2004
JP Morgan Chase September 1997 - May 2001
The Chase Manhattan Bank May 1995 - August 1997
Alliance Capital Management December 1989 - June 1994
Education
Rider University 1984 — 1988
ba, Accounting
Audrey Constantino's Alliance Capital Management Experience September 1999 - July 2001
Job
Industry Facilities Services
Experience
Celgene January 2011 - Present
Richard L. Hoffman & Associates January 2009 - January 2011
AllianceBernstein July 2004 - October 2008
Merck & Co., Inc. April 2003 - June 2004
VNU August 2001 - April 2003
Alliance Capital Management September 1999 - July 2001
Ballinger December 1995 - March 1999
Skills
Project Management, Facilities Management, Vendor Management, Budgets, Contract Management, Management, Team Building, Project Planning, MS Project, Negotiation, Contract Negotiation, Program Management, Process Improvement, Procurement, Change Management
Education
Philadelphia University 1996 — 1998
M.B.A., Business Administration
Philadelphia University 1992 — 1996
Bachelor of Science, Architectural Studies
Celgene January 2011 - Present
Richard L. Hoffman & Associates January 2009 - January 2011
AllianceBernstein July 2004 - October 2008
Merck & Co., Inc. April 2003 - June 2004
VNU August 2001 - April 2003
Alliance Capital Management September 1999 - July 2001
Ballinger December 1995 - March 1999
Skills
Project Management, Facilities Management, Vendor Management, Budgets, Contract Management, Management, Team Building, Project Planning, MS Project, Negotiation, Contract Negotiation, Program Management, Process Improvement, Procurement, Change Management
Education
Philadelphia University 1996 — 1998
M.B.A., Business Administration
Philadelphia University 1992 — 1996
Bachelor of Science, Architectural Studies
Chris Callaghan's Alliance Capital Management Experience October 2003 - September 2004
Job Business Analyst at FactSet
Industry Investment Management
Experience
FactSet January 2011 - Present
UBS Wealth Management May 2005 - January 2009
Alliance Capital Management October 2003 - September 2004
Citigroup May 2003 - August 2003
Frank Crystal & Company 2000 - 2003
Skills
Wealth Management, Management, Investments, Equities, Portfolio Management, Trading, Bloomberg, Securities, Analysis, Investment Strategies, Hedge Funds, Insurance, Series 7, Asset Allocation, Financial Advisory, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Capital Markets, Derivatives, Alternative Investments, Investment Banking, Financial Markets, Financial Services, Valuation, Business Analysis, Finance, Mutual Funds
Education
Pace University 2003 — 2005
MBA, Financial Management
Siena College 1996 — 2000
BS, Marketing/Management
Mahopac High School 1992 — 1996
High School
FactSet January 2011 - Present
UBS Wealth Management May 2005 - January 2009
Alliance Capital Management October 2003 - September 2004
Citigroup May 2003 - August 2003
Frank Crystal & Company 2000 - 2003
Skills
Wealth Management, Management, Investments, Equities, Portfolio Management, Trading, Bloomberg, Securities, Analysis, Investment Strategies, Hedge Funds, Insurance, Series 7, Asset Allocation, Financial Advisory, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Capital Markets, Derivatives, Alternative Investments, Investment Banking, Financial Markets, Financial Services, Valuation, Business Analysis, Finance, Mutual Funds
Education
Pace University 2003 — 2005
MBA, Financial Management
Siena College 1996 — 2000
BS, Marketing/Management
Mahopac High School 1992 — 1996
High School
Paul M. DeSisto, CFA's Alliance Capital Management Experience February 1997 - October 1999
Job Vice President at Bank of New York Mellon
Industry Investment Management
Experience
The Bank of New York Mellon January 2000 - Present
Alliance Capital Management February 1997 - October 1999
Education
Oklahoma State University 1981 — 1983
MA, International Affairs
United States Air Force Academy 1971 — 1975
BS, Basic Science
The Bank of New York Mellon January 2000 - Present
Alliance Capital Management February 1997 - October 1999
Education
Oklahoma State University 1981 — 1983
MA, International Affairs
United States Air Force Academy 1971 — 1975
BS, Basic Science
Dee Stonberg's Alliance Capital Management Experience 1975 - 1978
Job Associate Director, Horn Library at Babson College
Industry Education Management
Experience
Babson College 1992 - Present
Newton Free Library 1978 - 1981
Alliance Capital Management 1975 - 1978
Museum of Fine Arts, Boston 1972 - 1975
Skills
Academic Libraries, Library Management, Research
Education
Simmons College Graduate Studies
Master of Science (M.S.), Library and Information Science
Wheaton College (MA)
Bachelor of Arts (B.A.), Art History
Babson College 1992 - Present
Newton Free Library 1978 - 1981
Alliance Capital Management 1975 - 1978
Museum of Fine Arts, Boston 1972 - 1975
Skills
Academic Libraries, Library Management, Research
Education
Simmons College Graduate Studies
Master of Science (M.S.), Library and Information Science
Wheaton College (MA)
Bachelor of Arts (B.A.), Art History
Alan Gray's Alliance Capital Management Experience 1989 - 1992
Job Vice President at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
Wellesley Investment Advisors, Inc. January 2013 - Present
Access Distribution Partners, LLC January 2012 - January 2013
Piedmont Capital Distributors October 2010 - January 2012
Alan Gray Financial Services March 2009 - January 2012
Lincoln Financial Distributors 2007 - 2009
FFB Equity Parnters 2004 - 2007
AIM Investments 1994 - 2004
Invesco Ltd. 1994 - 2004
Alliance Capital Management 1989 - 1992
Balcor American Express 1976 - 1986
Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment
Education
Southern Illinois University, Carbondale 1969 — 1973
BS, Accounting
Wellesley Investment Advisors, Inc. January 2013 - Present
Access Distribution Partners, LLC January 2012 - January 2013
Piedmont Capital Distributors October 2010 - January 2012
Alan Gray Financial Services March 2009 - January 2012
Lincoln Financial Distributors 2007 - 2009
FFB Equity Parnters 2004 - 2007
AIM Investments 1994 - 2004
Invesco Ltd. 1994 - 2004
Alliance Capital Management 1989 - 1992
Balcor American Express 1976 - 1986
Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment
Education
Southern Illinois University, Carbondale 1969 — 1973
BS, Accounting
Laurie Feltmann's Alliance Capital Management Experience June 1994 - December 1995
Job Sales/AVP at Gallagher Bollinger
Industry Insurance
Experience
Arthur J. Gallagher & Co. December 2000 - Present
Linnett Agency December 1995 - December 2000
Alliance Capital Management June 1994 - December 1995
Amica Mutual Insurance June 1992 - June 1994
Skills
Sales, Relationship Management, Building Relationships, Insurance, Property & Casualty..., Life Insurance, Umbrella Insurance, Commercial Insurance, Health Insurance, P&C License, Life & Health Insurance..., Casualty, Brokers, Liability
Education
State University of New York College at Cortland 1988 — 1992
Bachelor of Arts (B.A.), Economics and Management
Arthur J. Gallagher & Co. December 2000 - Present
Linnett Agency December 1995 - December 2000
Alliance Capital Management June 1994 - December 1995
Amica Mutual Insurance June 1992 - June 1994
Skills
Sales, Relationship Management, Building Relationships, Insurance, Property & Casualty..., Life Insurance, Umbrella Insurance, Commercial Insurance, Health Insurance, P&C License, Life & Health Insurance..., Casualty, Brokers, Liability
Education
State University of New York College at Cortland 1988 — 1992
Bachelor of Arts (B.A.), Economics and Management
Dorothy Jander's Alliance Capital Management Experience 1996 - 1999
Job Student at Passaic County Community College
Industry Pharmaceuticals
Experience
Passaic County Community College May 2011 - October 2012
Schering-Plough 2000 - 2009
Alliance Capital Management 1996 - 1999
MCI 1996 - 1996
Mercedes Benz USA 1995 - 1995
Alliance Capital Management 1993 - 1995
Merrill Lynch 1993 - 1993
Merrill Lynch 1989 - 1991
Merrill Lynch 1984 - 1987
Skills
Testing, Software Documentation, Program Management, COBOL, JCL, Analysis, Disaster Recovery, VSAM, Endeavor, CICS, Visio, IBM Mainframe, Project Management, Fileaid, SDLC, Cross-functional Team...
Education
St. Peter's University 1977 — 1981
A.A., Data Processing
Ramapo College of New Jersey
American Studies
Passaic County Community College May 2011 - October 2012
Schering-Plough 2000 - 2009
Alliance Capital Management 1996 - 1999
MCI 1996 - 1996
Mercedes Benz USA 1995 - 1995
Alliance Capital Management 1993 - 1995
Merrill Lynch 1993 - 1993
Merrill Lynch 1989 - 1991
Merrill Lynch 1984 - 1987
Skills
Testing, Software Documentation, Program Management, COBOL, JCL, Analysis, Disaster Recovery, VSAM, Endeavor, CICS, Visio, IBM Mainframe, Project Management, Fileaid, SDLC, Cross-functional Team...
Education
St. Peter's University 1977 — 1981
A.A., Data Processing
Ramapo College of New Jersey
American Studies
Frank Accovelli's Alliance Capital Management Experience January 1995 - November 1998
Job Manager, Business Consulting TRM at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets January 2014 - Present
EMC October 2009 - August 2013
AllianceBernstein L.P. January 2008 - April 2009
Alliance Capital Management/AllianceBernstein December 1998 - December 2007
Alliance Capital Management January 1995 - November 1998
Alliance Capital Management July 1993 - December 1994
Equitable Capital Management Corp. March 1992 - June 1993
The Bank of New York May 1985 - February 1992
The Bank of New York March 1984 - April 1985
The Bank of New York October 1983 - March 1984
Skills
Fixed Income, Asset Managment, Middle Office, Financial Services, Mutual Funds, Derivatives, Securities, Bloomberg, Trading Systems, Equities, Hedge Funds, User Acceptance Testing, S.W.I.F.T. Messaging, Capital Markets, Strategy, Banking, Asset Management, SDLC, Settlement, Portfolio Management, Project Management, Trading, FX Options, Software Documentation, Financial Risk, Analysis, Business Analysis, SharePoint, Quality Center, Valuation, CRM, Corporate Actions, Account Reconciliation, Bonds, Management, Risk Management, Investment Banking, Options, Investments, Market Data, Back Office, Emerging Markets, Electronic Trading, Operational Risk..., Relationship Management, Financial Modeling, Cash Management, Business Requirements, Internal Controls, PMO
Education
University of Dayton 1977 — 1981
B.S., Business Administration
Sapient Global Markets January 2014 - Present
EMC October 2009 - August 2013
AllianceBernstein L.P. January 2008 - April 2009
Alliance Capital Management/AllianceBernstein December 1998 - December 2007
Alliance Capital Management January 1995 - November 1998
Alliance Capital Management July 1993 - December 1994
Equitable Capital Management Corp. March 1992 - June 1993
The Bank of New York May 1985 - February 1992
The Bank of New York March 1984 - April 1985
The Bank of New York October 1983 - March 1984
Skills
Fixed Income, Asset Managment, Middle Office, Financial Services, Mutual Funds, Derivatives, Securities, Bloomberg, Trading Systems, Equities, Hedge Funds, User Acceptance Testing, S.W.I.F.T. Messaging, Capital Markets, Strategy, Banking, Asset Management, SDLC, Settlement, Portfolio Management, Project Management, Trading, FX Options, Software Documentation, Financial Risk, Analysis, Business Analysis, SharePoint, Quality Center, Valuation, CRM, Corporate Actions, Account Reconciliation, Bonds, Management, Risk Management, Investment Banking, Options, Investments, Market Data, Back Office, Emerging Markets, Electronic Trading, Operational Risk..., Relationship Management, Financial Modeling, Cash Management, Business Requirements, Internal Controls, PMO
Education
University of Dayton 1977 — 1981
B.S., Business Administration
Forst Elliott's Alliance Capital Management Experience 1991 - 1993
Job Financial Advisor at Universal 1 CU
Industry Financial Services
Experience
Universal 1 CU October 2003 - Present
Universal 1 Credit Union, Inc. 2003 - Present
Bank One December 1996 - March 2003
Alliance Capital Management 1991 - 1993
Skills
Options, Financial Modeling, 401k, Securities, Asset Managment, Equities, Series 63, Capital Markets, Series 24, ETFs, Fixed Annuities, Uniform Combined State..., Retirement, Loans, Credit, Mortgage Lending, Insurance, Asset Management, Financial Planners, Life Insurance, Banking, Credit Analysis, Underwriting, Credit Unions, Annuity Sales, Wealth Management..., Saving for Education, Term Life Insurance, Qualified Retirement..., Investment Strategies, Series 65, IRAs, 401k Rollovers, Variable Annuities, Separately Managed..., Branch Management, 529 Plans, Disability Insurance, Wealth Accumulation, Financial Advisory, Long Term Care Insurance, Retirement Plan..., FINRA, Consumer Lending, Long-term Care, Commercial Banking, Roth IRA, College Savings Plans, Series 6
Education
Stony Brook University 1984 — 1989
BA, Psychology, Social Sciences
Stony Brook University 1984 — 1989
Bachelor of Science (BS), Psychology & Social Sciences
Universal 1 CU October 2003 - Present
Universal 1 Credit Union, Inc. 2003 - Present
Bank One December 1996 - March 2003
Alliance Capital Management 1991 - 1993
Skills
Options, Financial Modeling, 401k, Securities, Asset Managment, Equities, Series 63, Capital Markets, Series 24, ETFs, Fixed Annuities, Uniform Combined State..., Retirement, Loans, Credit, Mortgage Lending, Insurance, Asset Management, Financial Planners, Life Insurance, Banking, Credit Analysis, Underwriting, Credit Unions, Annuity Sales, Wealth Management..., Saving for Education, Term Life Insurance, Qualified Retirement..., Investment Strategies, Series 65, IRAs, 401k Rollovers, Variable Annuities, Separately Managed..., Branch Management, 529 Plans, Disability Insurance, Wealth Accumulation, Financial Advisory, Long Term Care Insurance, Retirement Plan..., FINRA, Consumer Lending, Long-term Care, Commercial Banking, Roth IRA, College Savings Plans, Series 6
Education
Stony Brook University 1984 — 1989
BA, Psychology, Social Sciences
Stony Brook University 1984 — 1989
Bachelor of Science (BS), Psychology & Social Sciences
Lou Fiumara's Alliance Capital Management Experience 1987 - 2000
Job Vice President Foresters Financial Services
Industry Financial Services
Experience
Foresters Financial Services September 2003 - Present
BISYS 2000 - 2003
Alliance Capital Management 1987 - 2000
Education
Montclair State University 1983 — 1987
BS, Finance
Foresters Financial Services September 2003 - Present
BISYS 2000 - 2003
Alliance Capital Management 1987 - 2000
Education
Montclair State University 1983 — 1987
BS, Finance
Trish McGill's Alliance Capital Management Experience July 1986 - July 1991
Job VP at Pershing
Industry Financial Services
Experience
Pershing July 1996 - Present
Fleet Bank July 1992 - July 1996
Alliance Capital Management July 1986 - July 1991
Skills
Series 24, Series 7, Series 63, Equities, Leadership, Project Management, Time Management, Training, Finance, FINRA, Fixed Income, Securities, Mutual Funds, Equity Trading, Financial Services, Investments, Risk Management
Education
Rutgers University-New Brunswick 1979 — 1984
bs
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1984
BS
Pershing July 1996 - Present
Fleet Bank July 1992 - July 1996
Alliance Capital Management July 1986 - July 1991
Skills
Series 24, Series 7, Series 63, Equities, Leadership, Project Management, Time Management, Training, Finance, FINRA, Fixed Income, Securities, Mutual Funds, Equity Trading, Financial Services, Investments, Risk Management
Education
Rutgers University-New Brunswick 1979 — 1984
bs
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1984
BS
Michael Gearty's Alliance Capital Management Experience January 1991 - January 1993
Job Business Development Officer NYC Metro at Guggenheim Funds Distributors, Inc
Industry Financial Services
Experience
Guggenheim Funds Distributors, Inc February 2011 - Present
UBS Financial Services November 2002 - April 2010
UBS May 1999 - April 2002
Prudential Securities Inc January 1996 - January 1999
Refco January 1993 - January 1996
Alliance Capital Management January 1991 - January 1993
Reich & Tang LP January 1989 - January 1991
Education
University of Delaware 1984 — 1988
BS, Business Admin- Finance & Economics
Designations
BS, Business Administration (Finance; Economics
University of Delaware
Guggenheim Funds Distributors, Inc February 2011 - Present
UBS Financial Services November 2002 - April 2010
UBS May 1999 - April 2002
Prudential Securities Inc January 1996 - January 1999
Refco January 1993 - January 1996
Alliance Capital Management January 1991 - January 1993
Reich & Tang LP January 1989 - January 1991
Education
University of Delaware 1984 — 1988
BS, Business Admin- Finance & Economics
Designations
BS, Business Administration (Finance; Economics
University of Delaware
Allison Ford's Alliance Capital Management Experience July 2003 - May 2005
Job Senior Marketing Manager, Southeast at CBRE
Industry Real Estate
Experience
CBRE February 2013 - Present
CBRE June 2005 - January 2013
Human Rights Campaign 2007 - 2010
AIDS Foundation of Chicago 2005 - 2009
Human Rights Campaign 2006 - 2007
Human Rights Campaign 2005 - 2006
Alliance Capital Management July 2003 - May 2005
Mesirow Financial October 2002 - June 2003
Skills
Event Planning, Social Media, Marketing, Real Estate, Marketing Communications, Strategic Planning, Fundraising, Research, Negotiation, Microsoft Excel, Outlook, Microsoft Office, Public Speaking, PowerPoint, Adobe Creative Suite, Management, Market Research, Budgets, Advertising, Public Relations, Social Media Marketing, Press Releases, Training, Newsletters, Customer Service, Team Building, Media Relations, New Business Development, Financial Analysis, Recruiting, Project Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts; School, Journalism and Mass Communication
CBRE February 2013 - Present
CBRE June 2005 - January 2013
Human Rights Campaign 2007 - 2010
AIDS Foundation of Chicago 2005 - 2009
Human Rights Campaign 2006 - 2007
Human Rights Campaign 2005 - 2006
Alliance Capital Management July 2003 - May 2005
Mesirow Financial October 2002 - June 2003
Skills
Event Planning, Social Media, Marketing, Real Estate, Marketing Communications, Strategic Planning, Fundraising, Research, Negotiation, Microsoft Excel, Outlook, Microsoft Office, Public Speaking, PowerPoint, Adobe Creative Suite, Management, Market Research, Budgets, Advertising, Public Relations, Social Media Marketing, Press Releases, Training, Newsletters, Customer Service, Team Building, Media Relations, New Business Development, Financial Analysis, Recruiting, Project Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts; School, Journalism and Mass Communication
Marisa Guarino's Alliance Capital Management Experience 2004 - 2005
Job Associate at Foreht Associates, LLP
Industry Law Practice
Experience
Foreht Associates, LLP September 2011 - Present
Aaronson Rappaport Feinstein & Deutsch, LLP May 2009 - September 2011
Hudson Legal 2006 - 2009
Alliance Capital Management 2004 - 2005
Oxford University Press June 2004 - August 2004
Foley & Lardner LLP January 2000 - June 2002
Pretrial Services Resource Center (currently Pretrial Justice Institute) June 1999 - January 2000
Education
New York Law School 2002 — 2005
JD
The George Washington University 1996 — 1999
BA
Foreht Associates, LLP September 2011 - Present
Aaronson Rappaport Feinstein & Deutsch, LLP May 2009 - September 2011
Hudson Legal 2006 - 2009
Alliance Capital Management 2004 - 2005
Oxford University Press June 2004 - August 2004
Foley & Lardner LLP January 2000 - June 2002
Pretrial Services Resource Center (currently Pretrial Justice Institute) June 1999 - January 2000
Education
New York Law School 2002 — 2005
JD
The George Washington University 1996 — 1999
BA
June Lau's Alliance Capital Management Experience March 2004 - December 2005
Job Senior Budget Analyst, NYC Mayor's Office of Management & Budget
Industry Government Administration
Experience
NYC Mayor's Office of Management & Budget January 2006 - Present
Alliance Capital Management March 2004 - December 2005
Linea S. USA September 2002 - March 2004
Education
Stony Brook University 1998 — 2002
Bachelor of Science in Business Management
NYC Mayor's Office of Management & Budget January 2006 - Present
Alliance Capital Management March 2004 - December 2005
Linea S. USA September 2002 - March 2004
Education
Stony Brook University 1998 — 2002
Bachelor of Science in Business Management
Amy Estefani's Alliance Capital Management Experience July 2000 - July 2002
Job Assistant Vice President PM at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2014 - Present
Citigroup February 2010 - September 2013
Dexia Credit Local May 2005 - February 2010
Dexia Credit Local July 2002 - May 2005
Alliance Capital Management July 2000 - July 2002
Skills
Financial Reporting, Project Management, Credit Risk, Business Process..., Finance, Business Analysis, Process Improvement, Cash Flow, Basel II, Business Intelligence, Project Planning, Account Reconciliation, Financial Analysis, Analysis, Trading Systems, Management, Back Office, Auditing, Fixed Income, Derivatives, Banking
Education
University of Connecticut 1996 — 2000
Bachelor of Science, Finance
Deutsche Bank March 2014 - Present
Citigroup February 2010 - September 2013
Dexia Credit Local May 2005 - February 2010
Dexia Credit Local July 2002 - May 2005
Alliance Capital Management July 2000 - July 2002
Skills
Financial Reporting, Project Management, Credit Risk, Business Process..., Finance, Business Analysis, Process Improvement, Cash Flow, Basel II, Business Intelligence, Project Planning, Account Reconciliation, Financial Analysis, Analysis, Trading Systems, Management, Back Office, Auditing, Fixed Income, Derivatives, Banking
Education
University of Connecticut 1996 — 2000
Bachelor of Science, Finance
Bob Heisterberg's Alliance Capital Management Experience 1976 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
AllianceBernstein August 2002 - Present
Alliance Capital Management 1976 - 2002
Skills
Asset Managment, Equities, Investments, Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Strategic Financial..., Securities, Fixed Income, Retirement, Investment Advisory, Hedge Funds, Capital Markets, Trading, Derivatives, Financial Markets, Investment Banking, Asset Allocation, Banking, Pensions, Alternative Investments
Education
Univerity of Chicago Graduate School of Business 1959 — 1961
Master of Business Administration (MBA), Finance, General
University of Chicago Graduate School of Business 1959 — 1961
Master of Business Administration (MBA), Finance, General, Elected to Beta Gamma Sigma
AllianceBernstein August 2002 - Present
Alliance Capital Management 1976 - 2002
Skills
Asset Managment, Equities, Investments, Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Strategic Financial..., Securities, Fixed Income, Retirement, Investment Advisory, Hedge Funds, Capital Markets, Trading, Derivatives, Financial Markets, Investment Banking, Asset Allocation, Banking, Pensions, Alternative Investments
Education
Univerity of Chicago Graduate School of Business 1959 — 1961
Master of Business Administration (MBA), Finance, General
University of Chicago Graduate School of Business 1959 — 1961
Master of Business Administration (MBA), Finance, General, Elected to Beta Gamma Sigma
Jennifer Buermann's Alliance Capital Management Experience April 1994 - February 1999
Job Project Controls Manager LaGuardia Airport Redevelopment at STV
Industry Construction
Experience
STV August 2015 - Present
Skanska April 2002 - Present
The Coughlan Group February 2001 - September 2001
Lehr Construction Corp. February 1999 - February 2001
Alliance Capital Management April 1994 - February 1999
Skills
Construction Management, Primavera P6, Change Orders, Pre-construction, Value Engineering, Project Control, Subcontracting, Project Management, Project Estimation, Process Scheduler, Contract Negotiation, Procurement, Construction, Submittals, Project Bidding, Construction Safety, Contractors, LEED, Cost Control, Contract Management
Education
New Jersey Institute of Technology 1991 — 1994
Architecture/Management
Vassar College 1984 — 1988
Psychology
STV August 2015 - Present
Skanska April 2002 - Present
The Coughlan Group February 2001 - September 2001
Lehr Construction Corp. February 1999 - February 2001
Alliance Capital Management April 1994 - February 1999
Skills
Construction Management, Primavera P6, Change Orders, Pre-construction, Value Engineering, Project Control, Subcontracting, Project Management, Project Estimation, Process Scheduler, Contract Negotiation, Procurement, Construction, Submittals, Project Bidding, Construction Safety, Contractors, LEED, Cost Control, Contract Management
Education
New Jersey Institute of Technology 1991 — 1994
Architecture/Management
Vassar College 1984 — 1988
Psychology
Charles Schaffran's Alliance Capital Management Experience March 1994 - September 2003
Job Founder and CEO at Syzygy Family Office
Industry Financial Services
Experience
Syzygy Family Office February 2005 - Present
Alliance Capital Management March 1994 - September 2003
Weiss, Peck & Greer September 1984 - March 1994
Schulte Roth & Zabel LLP January 1977 - August 1984
Willkie Farr & Gallagher LLP June 1975 - December 1976
Skills
Series 7, 8, 24, and 63..., Portfolio Management, Alternative Investments, Equities, Series 7, Hedge Funds, Asset Management, Investments, Capital Markets, Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Private Equity, Venture Capital
Education
Northwestern University School of Law 1972 — 1975
Doctor of Law (J.D.)
University of Rochester 1968 — 1972
Bachelor of Arts (B.A.), Political Science
Syzygy Family Office February 2005 - Present
Alliance Capital Management March 1994 - September 2003
Weiss, Peck & Greer September 1984 - March 1994
Schulte Roth & Zabel LLP January 1977 - August 1984
Willkie Farr & Gallagher LLP June 1975 - December 1976
Skills
Series 7, 8, 24, and 63..., Portfolio Management, Alternative Investments, Equities, Series 7, Hedge Funds, Asset Management, Investments, Capital Markets, Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Private Equity, Venture Capital
Education
Northwestern University School of Law 1972 — 1975
Doctor of Law (J.D.)
University of Rochester 1968 — 1972
Bachelor of Arts (B.A.), Political Science
Ada Sanabria's Alliance Capital Management Experience January 2001 - December 2001
Job Human Resources Manager at Fried Frank
Industry Law Practice
Experience
Retired September 2011 - Present
Fried Frank October 2002 - September 2011
Alliance Capital Management January 2001 - December 2001
Memorial Sloane Kettering November 1993 - January 2001
Education
St John's University
Bachelor's, Management
The New School
Masters, Human Resources
Retired September 2011 - Present
Fried Frank October 2002 - September 2011
Alliance Capital Management January 2001 - December 2001
Memorial Sloane Kettering November 1993 - January 2001
Education
St John's University
Bachelor's, Management
The New School
Masters, Human Resources
Janice Douglas's Alliance Capital Management Experience 1987 - 1996
Job Construction Accountant at Chatham Lodging Trust
Industry Hospitality
Experience
Chatham Lodging Trust March 2006 - Present
HearUSA June 1998 - March 2006
US Diagnostics 1996 - 1998
Alliance Capital Management 1987 - 1996
Skills
Financial Reporting, Financial Analysis, Team Building, Microsoft Excel, Strategic Planning, Forecasting, Project Management, Budgets, Management, Microsoft Word, Customer Service, Microsoft Office, Outlook, Leadership, Process Improvement, Training
Education
Pace University - Lubin School of Business
BBA, Public Accounting
Chatham Lodging Trust March 2006 - Present
HearUSA June 1998 - March 2006
US Diagnostics 1996 - 1998
Alliance Capital Management 1987 - 1996
Skills
Financial Reporting, Financial Analysis, Team Building, Microsoft Excel, Strategic Planning, Forecasting, Project Management, Budgets, Management, Microsoft Word, Customer Service, Microsoft Office, Outlook, Leadership, Process Improvement, Training
Education
Pace University - Lubin School of Business
BBA, Public Accounting
Jean Dory's Alliance Capital Management Experience 1974 - 1980
Job Professional Tutor in the Writing Center at Pace University
Industry Writing and Editing
Experience
Pace University September 2015 - Present
Dory, Inc. July 1973 - Present
Alliance Capital Management 1974 - 1980
Skills
Research, Teaching, Community Outreach, Volunteer Management, Nonprofits, Event Planning, Public Speaking, Microsoft Word, Microsoft Excel, Music, Editing, Public Relations, Social Networking, Fundraising, Microsoft Office, Event Management, Program Development, Proofreading, Report Writing, Academic Tutoring
Education
Pace University 2010 — 2015
Bachelor of Arts (B.A.), History/Psychology
Pace University 2010 — 2015
Bachelor of Arts (BA), History/psych with minors in poli sci and lit
Pace University September 2015 - Present
Dory, Inc. July 1973 - Present
Alliance Capital Management 1974 - 1980
Skills
Research, Teaching, Community Outreach, Volunteer Management, Nonprofits, Event Planning, Public Speaking, Microsoft Word, Microsoft Excel, Music, Editing, Public Relations, Social Networking, Fundraising, Microsoft Office, Event Management, Program Development, Proofreading, Report Writing, Academic Tutoring
Education
Pace University 2010 — 2015
Bachelor of Arts (B.A.), History/Psychology
Pace University 2010 — 2015
Bachelor of Arts (BA), History/psych with minors in poli sci and lit
Andrew Bloom's Alliance Capital Management Experience January 2000 - March 2002
Job Managing Partner at Lighthouse Partners, LLP
Industry Investment Banking
Experience
Lighthouse Partners, LLP October 2012 - Present
M&A Business Development March 2011 - September 2012
BBC Capital Advisors March 2009 - March 2011
Diamond Real Estate & Investments April 2005 - December 2008
JPM Chase April 2002 - April 2005
Alliance Capital Management January 2000 - March 2002
Scudder Investments September 1997 - January 2000
Skills
Finance, Investment Banking, Mergers, Risk Management, Venture Capital, Business Planning, Banking, Investments, Alternative Investments, Mergers & Acquisitions, Equities, Hedge Funds, Asset Managment, Asset Management, Business Development
Education
Seattle University 1992 — 1994
BA, Business Finance
Lighthouse Partners, LLP October 2012 - Present
M&A Business Development March 2011 - September 2012
BBC Capital Advisors March 2009 - March 2011
Diamond Real Estate & Investments April 2005 - December 2008
JPM Chase April 2002 - April 2005
Alliance Capital Management January 2000 - March 2002
Scudder Investments September 1997 - January 2000
Skills
Finance, Investment Banking, Mergers, Risk Management, Venture Capital, Business Planning, Banking, Investments, Alternative Investments, Mergers & Acquisitions, Equities, Hedge Funds, Asset Managment, Asset Management, Business Development
Education
Seattle University 1992 — 1994
BA, Business Finance
Dave Sorichetti's Alliance Capital Management Experience 2003 - 2006
Job Controller at Universal Builders Supply, Inc.
Industry Accounting
Experience
Universal Builders Supply, Inc. April 2012 - Present
BDO USA, LLP 2006 - April 2012
Alliance Capital Management 2003 - 2006
Morgan Stanley 2000 - 2003
BDO USA, LLP 1998 - 2000
Bregman & Company, P.C. 1997 - 1998
Cappelli Enterprises 1995 - 1997
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, SEC filings, Accounting, US GAAP, Internal Controls, Financial Analysis, Financial Accounting, General Ledger, Consolidation, Auditing, Due Diligence, Tax, Corporate Finance, Financial Audits, Revenue Recognition, Assurance, External Audit
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Public Accounting
Universal Builders Supply, Inc. April 2012 - Present
BDO USA, LLP 2006 - April 2012
Alliance Capital Management 2003 - 2006
Morgan Stanley 2000 - 2003
BDO USA, LLP 1998 - 2000
Bregman & Company, P.C. 1997 - 1998
Cappelli Enterprises 1995 - 1997
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, SEC filings, Accounting, US GAAP, Internal Controls, Financial Analysis, Financial Accounting, General Ledger, Consolidation, Auditing, Due Diligence, Tax, Corporate Finance, Financial Audits, Revenue Recognition, Assurance, External Audit
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Public Accounting
Stephen Pelensky's Alliance Capital Management Experience November 1994 - March 2007
Job Managing Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management May 2007 - Present
Alliance Capital Management November 1994 - March 2007
Affinity Investment Advisors July 1992 - November 1994
BEA Associates October 1989 - June 1992
Salomon Brothers August 1986 - March 1989
Atlantic Richfield 1980 - 1983
Skills
Investment Management, Quantitative Research, Product Research and..., Equity Derivatives, Alternative Investments, Asset Allocation, Fixed Income, Equities, Bloomberg, Portfolio Management, Hedge Funds, Bonds, Securities, Investments, Derivatives, Quantitative Analytics, Wealth Management, Options
Education
University of Pennsylvania - The Wharton School 1978 — 1979
Master of Business Administration (MBA), Finance, General
Penn State University 1974 — 1977
Bachelor of Science (BS), Atmospheric Sciences and Meteorology
Morgan Stanley Investment Management May 2007 - Present
Alliance Capital Management November 1994 - March 2007
Affinity Investment Advisors July 1992 - November 1994
BEA Associates October 1989 - June 1992
Salomon Brothers August 1986 - March 1989
Atlantic Richfield 1980 - 1983
Skills
Investment Management, Quantitative Research, Product Research and..., Equity Derivatives, Alternative Investments, Asset Allocation, Fixed Income, Equities, Bloomberg, Portfolio Management, Hedge Funds, Bonds, Securities, Investments, Derivatives, Quantitative Analytics, Wealth Management, Options
Education
University of Pennsylvania - The Wharton School 1978 — 1979
Master of Business Administration (MBA), Finance, General
Penn State University 1974 — 1977
Bachelor of Science (BS), Atmospheric Sciences and Meteorology
Karey Sweetman's Alliance Capital Management Experience May 1998 - October 2000
Job Executive Assistant at Medco
Industry Pharmaceuticals
Experience
Medco February 2011 - Present
Medco February 2009 - January 2010
Medco April 2008 - January 2009
General Chemical June 2003 - April 2008
Sharp Electronics June 2002 - April 2003
Bowne Global Solutions February 2001 - May 2002
Alliance Capital Management May 1998 - October 2000
Morgan Stanley Dean Witter 1995 - 1997
Liz Claiborne 1992 - 1994
Skills
Microsoft Office -...
Education
University of Rhode Island 1988 — 1992
Bachelor of Science, Business Administration
Medco February 2011 - Present
Medco February 2009 - January 2010
Medco April 2008 - January 2009
General Chemical June 2003 - April 2008
Sharp Electronics June 2002 - April 2003
Bowne Global Solutions February 2001 - May 2002
Alliance Capital Management May 1998 - October 2000
Morgan Stanley Dean Witter 1995 - 1997
Liz Claiborne 1992 - 1994
Skills
Microsoft Office -...
Education
University of Rhode Island 1988 — 1992
Bachelor of Science, Business Administration
Kerri Keeley's Alliance Capital Management Experience January 1995 - June 1995
Job Tax Partner at Ernst & Young
Industry Accounting
Experience
Ernst & Young July 2008 - Present
Ernst & Young January 2008 - Present
Ernst & Young U.S. LLP 1995 - Present
Alliance Capital Management January 1995 - June 1995
Skills
Tax, Tax Accounting, Tax Advisory, Accounting, Tax Research, Big 4, Internal Controls, Partnership Taxation, Financial Accounting, Tax Returns, Hedge Funds, Private Equity, Mutual Funds, BDC, Tax allocations, Financial Services, Asset Management
Education
State University of New York College at Oneonta
Accounting, Accounting
Ernst & Young July 2008 - Present
Ernst & Young January 2008 - Present
Ernst & Young U.S. LLP 1995 - Present
Alliance Capital Management January 1995 - June 1995
Skills
Tax, Tax Accounting, Tax Advisory, Accounting, Tax Research, Big 4, Internal Controls, Partnership Taxation, Financial Accounting, Tax Returns, Hedge Funds, Private Equity, Mutual Funds, BDC, Tax allocations, Financial Services, Asset Management
Education
State University of New York College at Oneonta
Accounting, Accounting
Setul Parikh's Alliance Capital Management Experience November 1998 - January 2004
Job Relationship Specialist at United Teletech Financial Federal Credit Union
Industry Hospitality
Experience
United Teletech Financial Federal Credit Union October 2014 - Present
Mark V Motel December 2005 - June 2013
Alliance Capital Management November 1998 - January 2004
Morgan Stanley April 1995 - September 1998
Skills
Strong Communications,..., Business Development, Sales Management, Entrepreneurship, New Business Development, Negotiation, Project Management, Management
Education
University of Scranton 1987 — 1991
Bachelor's of Science, Economics
United Teletech Financial Federal Credit Union October 2014 - Present
Mark V Motel December 2005 - June 2013
Alliance Capital Management November 1998 - January 2004
Morgan Stanley April 1995 - September 1998
Skills
Strong Communications,..., Business Development, Sales Management, Entrepreneurship, New Business Development, Negotiation, Project Management, Management
Education
University of Scranton 1987 — 1991
Bachelor's of Science, Economics
Edward Ingold CFA's Alliance Capital Management Experience August 1994 - January 2001
Job Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock July 2005 - Present
Alliance Capital Management August 1994 - January 2001
Education
Rowan University 1989 — 1994
Bachelor of Science (B.S.), Accounting and Finance
BlackRock July 2005 - Present
Alliance Capital Management August 1994 - January 2001
Education
Rowan University 1989 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Craig Patrick's Alliance Capital Management Experience 1986 - 1994
Job Financial Services Professional
Industry Financial Services
Experience
Neuberger Berman 2005 - 2008
Neuberger Berman 2003 - 2005
Avatar Associates 1999 - 2003
Deutsche Bank 1995 - 1998
Alliance Capital Management 1986 - 1994
Education
Muhlenberg College 1979 — 1983
Bachelor of Arts (B.A.), History
Neuberger Berman 2005 - 2008
Neuberger Berman 2003 - 2005
Avatar Associates 1999 - 2003
Deutsche Bank 1995 - 1998
Alliance Capital Management 1986 - 1994
Education
Muhlenberg College 1979 — 1983
Bachelor of Arts (B.A.), History
Sennet Rubin's Alliance Capital Management Experience June 2004 - December 2004
Job Vice President, Director of Order Generation at Vestmark BPO
Industry Financial Services
Experience
Vestmark September 2013 - Present
Vestmark June 2013 - September 2013
Citi January 2006 - May 2013
Lazard Asset Management December 2004 - January 2006
Alliance Capital Management June 2004 - December 2004
Skills
Separately Managed..., Unified Managed Accounts, UMA, Security APL, VESTMARK, Project Management, Team Management, MYVEST, Upstream, Customer Service, Organized Multi-tasker, Goal Oriented, Self-starter, UMH, MSP, WRAP, Model Delivery, Equity Research, Equities
Education
University of Pittsburgh 2000 — 2004
Bachelor of Science in Businees Administration (BSBA), Finance with Concentration in Marketing
Vestmark September 2013 - Present
Vestmark June 2013 - September 2013
Citi January 2006 - May 2013
Lazard Asset Management December 2004 - January 2006
Alliance Capital Management June 2004 - December 2004
Skills
Separately Managed..., Unified Managed Accounts, UMA, Security APL, VESTMARK, Project Management, Team Management, MYVEST, Upstream, Customer Service, Organized Multi-tasker, Goal Oriented, Self-starter, UMH, MSP, WRAP, Model Delivery, Equity Research, Equities
Education
University of Pittsburgh 2000 — 2004
Bachelor of Science in Businees Administration (BSBA), Finance with Concentration in Marketing
Yvonne Scotto's Alliance Capital Management Experience 1999 - 2000
Job IT Professional
Industry Information Technology and Services
Experience
Instinet Incorporated 2001 - 2005
Tullett, Tokyo, Liberty 2000 - 2001
Alliance Capital Management 1999 - 2000
Scarborough. 1998 - 1999
Loral Space and Communications 1996 - 1998
Skills
System Deployment, IT Operations, Project Management, Technical Support, Microsoft Technologies, Quality Assurance, Technical Documentation, Information Technology, ECN
Education
SUNY at Buffalo 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Instinet Incorporated 2001 - 2005
Tullett, Tokyo, Liberty 2000 - 2001
Alliance Capital Management 1999 - 2000
Scarborough. 1998 - 1999
Loral Space and Communications 1996 - 1998
Skills
System Deployment, IT Operations, Project Management, Technical Support, Microsoft Technologies, Quality Assurance, Technical Documentation, Information Technology, ECN
Education
SUNY at Buffalo 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management