AllianceBernstein LP
Industry: Asset management company
DescriptionAllianceBernstein Holding L.P. is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. AllianceBernstein is based in New York City in the United States. Headquarters: New York City, NY CEO: Seth Bernstein (May 1, 2017–) Number of employees: 3,450 Traded as: NYSE: AB Subsidiaries: Bernstein Private Wealth Management, Parent organizations: AXA, AXA Equitable Holdings, AXA Financial
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AllianceBernstein LP Employees
HughesWattersAskanase, LLP November 2013 - Present
HughesWattersAskanase, LLP May 2013 - November 2013
Office of David G. Peake, Chapter 13 Bankruptcy Trustee February 2012 - May 2013
AllianceBernstein, LP December 2007 - July 2010
Skills
Bankruptcy, Legal Research, Legal Writing, Pleadings, Motions, Lexis, Chapter 13 Bankruptcy, Hearings, Equities, Investments, Portfolio Management, Westlaw, Securities, LexisNexis, Litigation
Education
Thurgood Marshall School of Law 2010 — 2013
Juris Doctorate, Cum Laude
The University of Texas at San Antonio 2005 — 2009
B.B.A., Finance
Weitz Investment Management April 2014 - Present
Westwood Trust November 2010 - April 2014
McCarthy Group Advisors June 2008 - November 2010
AllianceBernstein L.P January 2005 - April 2008
AllianceBernstein L.P June 2003 - January 2005
AllianceBernstein L.P June 2001 - June 2003
Atrium Marketing Group June 1999 - April 2001
Education
Loyola University Chicago 1995 — 1999
Bachelor, Business Administration - Marketing
Marian High School 1991 — 1995
Curve February 2015 - Present
vente-privee USA April 2013 - January 2015
ALLIANCEBERNSTEIN LP November 2012 - February 2013
DUCKETT FINANCIAL SERVICES May 2011 - May 2012
MKG PRODUCTIONS INC July 2009 - May 2011
DOHA BANK January 2007 - October 2007
Skills
Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Photoshop, Access, QuickBooks, InDesign, Illustrator, Customer-relations..., ADP Payforce, ADP E-Time, SAP, Microsoft Dynamics, ADO Totalsource, Invoicing, Accounting, Accounts Receivable, Accounts Payable, Financial Analysis, Social Media, Microsoft Office, Payroll
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Huygens July 2011 - Present
The Blackstone Group July 2011 - January 2013
The Blackstone Group June 2008 - June 2011
AllianceBernstein, LP July 2005 - June 2008
Boston Consulting Group September 2001 - July 2005
Adaptive Broadband / Microwave Data Systems July 1997 - July 1999
Harris Corporation February 1993 - July 1997
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Case Western Reserve University 1991 — 1993
MS, Electrical Engineering & Applied Physics
Rennselaer Polytechnic Institute
BS, Computer & Systems Engineering
EMC July 2012 - Present
AllianceBernstein LP April 2007 - June 2012
EMC January 2005 - March 2007
Edward Jones August 2002 - January 2005
EMC June 1999 - July 2002
Bell June 1996 - May 1999
Education
Seneca College of Applied Arts and Technology 1995 — 1996
Ontario College Graduate Certificate, UNIX System Administration
Government College of Technology 1989 — 1993
Engineer's Degree, Electrical and Electronics Engineering
AllianceBernstein LP March 1994 - Present
Alliance Capital Management September 1988 - March 1994
Education
City University of New York-Baruch College 1992 — 1994
M.S. Taxation, Tax
Saint Peter's University
B.S, Accounting
JPMorgan Chase & Co. March 2014 - Present
BNP Paribas Investment Partners April 2012 - February 2013
Neuberger Berman Group LLC September 2006 - February 2012
AllianceBernstein L.P. February 2002 - September 2006
J.P. Morgan Chase & Co. September 2000 - September 2001
PaineWebber – Mitchell Hutchins Asset Management Inc. May 1997 - September 2000
The Bank of New York June 1995 - April 1997
Skills
Fixed Income, Equities, Investment Advisory, Compliance, AML, Mutual Funds
Education
St Francis College 1990 — 1993
BS, Accounting
New York Institute of Technology-Old Westbury 1987 — 1990
Electrical Engineering
SP Corporate Services LLC April 2012 - Present
AllianceBernstein L.P. July 1992 - March 2012
PricewaterhouseCoopers July 1987 - June 1992
Skills
Financial Analysis, Financial Reporting, Asset Managment, Financial Modeling, Accounting, Sarbanes-Oxley Act, CPA, SEC filings, Tax, Tax Accounting
Education
Louisiana State University
BBA, Accounting
Burkat Global,LLC July 2013 - Present
Burkat Company - Marketing, Fundraising, Corporate Responsibility, Sustainability Consulting 1992 - June 2013
Green Mountain Energy Company October 2011 - August 2012
Women's Network for a Sustainable Future 2010 - 2011
Planned Parenthood Hudson Peconic 2005 - 2008
Prodigy Services Company 1995 - 1997
Citigroup 1988 - 1991
AllianceBernstein LP 1984 - 1988
Citigroup 1981 - 1984
Merrill Lynch 1977 - 1981
Skills
Fundraising, Non-profits, Strategic Planning, Marketing Strategy, Strategy, Program Development, Business Development, Marketing, Start-ups, Entrepreneurship, Program Management, Annual Giving, Integrated Marketing, Budgets, Corporate Social..., Stewardship, Public Speaking, Leadership, Investments, Public Relations, Product Development, Sustainability, Customer Retention, Planned Giving, Analysis, Research, Organizational..., Nonprofits, Corporate Law, Marketing Research
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Marketing
University of Pennsylvania
B.A., American Civilization
Third Avenue Management August 2011 - Present
AllianceBernstein LP May 2007 - August 2011
Skills
Equities, Derivatives, Bloomberg, Fixed Income, Asset Management, Alternative Investments, VBA, Valuation, Hedge Funds, Risk Management, Portfolio Management, Financial Modeling, Capital Markets, Investments, Securities, Trading
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration, Finance and Investments
Global Brands Group (A member of the Fung Group) August 2014 - Present
McGraw-Hill Education January 2013 - August 2014
IHG - InterContinental Hotels Group January 2009 - January 2013
AllianceBernstein L.P. May 2005 - November 2008
Cendant Corp. November 2003 - April 2005
Advance Publications July 2002 - November 2003
RCN Corp. May 2001 - March 2002
AT&T Corp March 1990 - May 2001
Skills
Market Analysis, Spend Analysis, Requirements Gathering, Strategic Sourcing, Supplier Management, Procurement, Global Sourcing, Contract Management, Supply Management, Managing Managers, Vendor Management, Leadership, Contract Negotiation, Cross-functional Team..., Negotiation, Outsourcing, Process Improvement, Purchasing, Sourcing, Supply Chain, Supply Chain Management, Team Building, Management
Education
Rutgers University 1999 — 2001
MBA, General Management
Fairfield University 1985 — 1989
BA, Psychology
TradeStation September 2014 - Present
Orbit 360 February 2014 - September 2014
Deer Valley Ski School & National Abilities Center November 2010 - April 2011
DePinto Nornes & Associates, LLP January 2010 - September 2010
AllianceBernstein L.P June 2007 - August 2007
Israel A. Englander & Company June 2006 - August 2006
Skills
Stata, Eviews, Research, Risk Management, Economics, Hedge Funds, Analysis, Investments, Market Research, Finance, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling, Economic Policy, Statistics, Financial Analysis, Nonprofits, Project Management, SAS, Leadership
Education
The Johns Hopkins University 2012 — 2013
Master's Degree, Applied Economics
The Johns Hopkins University 2004 — 2009
Bachelor of Arts (B.A.), Economics
Portledge School 1995 — 2004
High School
Bob Bonomo LLC February 2011 - Present
John Hancock Financial Services September 2015 - Present
Xtrii June 2015 - Present
Blockchain Innovation Group, LLC February 2015 - Present
Global Digital Currency Startup July 2015 - September 2015
Genesis Global Trading April 2014 - May 2015
TetraLibra Consulting LLC May 2014 - February 2015
Eleven Canterbury, LLC March 2014 - July 2014
Flat World Enterprises LLC January 2009 - February 2011
AllianceBernstein L.P. 2004 - 2008
Skills
Management Consulting, Process Consulting, Staff Development, Business Alignment, Strategic IT, Business Transformation, Project Turnaround, Executive Coaching, Executive Management, Technology Planning, Business Process..., Talent Management, Organizational..., Process Consultation, Organizational Diagnosis, Strategic Planning, Software Development, IT Asset Management, Operational Excellence, Asset Managment, Trading Systems, Portfolio Management, Globalization, Equity Capital Markets, Hedge Funds, Information Technology, Change Management, Business Analysis, Equities, Investments, Financial Services, Valuation, Start-ups, Disaster Recovery, Asset Management, Finance, Fixed Income, IT Strategy, Management, Enterprise Software, Strategy, Integration, Business Process, Strategic Partnerships, Cross-functional Team..., Mergers & Acquisitions, Data Center, Process Improvement, IT Service Management, Trading
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1977 — 1981
BS, Computer Science
Xaverian High School 1974 — 1977
HS, Academic
St. Frances de Chantal 1965 — 1972
Alliance Bernstein, LP February 2012 - Present
AllianceBernstein, LP October 2006 - February 2012
Affiliated Computer Services March 2003 - September 2006
Dell September 1999 - July 2001
GTE February 1990 - September 1999
Corry Heibert September 1988 - January 1990
Business Interiors January 1986 - September 1988
Goldsmith's Inc. September 1983 - January 1986
Skills
Vendor Management, Facilities Management, Strategic Planning, Space-planning, Budgets, Project Planning, Space planning, Operations Management, Project Management, Construction Management, Contract Negotiation, Contract Management, Microsoft Office, Construction, Management, Team Building, Leadership, Cross-functional Team..., Corporate Real Estate, Process Improvement, Procurement, Program Management, Property Management, Sales Management, Negotiation, Business Development, Team Leadership, Purchasing, Sales, New Business Development, Change Management, Risk Management, Account Management, Outsourcing, Training, Forecasting, Customer Service, Strategy, Business Process..., Asset Management, Analysis, Move Management, Proposal Writing, Facilities Operations, MS Project, CRM, Lease Administration, Capital Budgeting, Executive Management, Process Scheduler
Education
University of Arkansas 1979 — 1981
BS, Interior Design
University of Central Arkansas 1977 — 1979
Interior Design
Robinson High School
Diet Experts, LLC 2012 - Present
AllianceBernstein, LP September 2009 - January 2010
AllianceBernstein, LP September 2007 - September 2009
AllianceBernstein, LP February 2006 - September 2007
AllianceBernstein, LP April 2002 - October 2004
Education
University of Bridgeport 2009 — 2011
M.S, Clinical Nutrition, 3.6
William Paterson University of New Jersey
B.A., Psychology
AllianceBernstein L.P. June 2008 - May 2009
AllianceBernstein April 2007 - May 2009
AllianceBernstein April 2007 - June 2008
AllianceBernstein L.P. April 2007 - June 2008
Maxim Group LLC December 2004 - February 2006
Maxim Group LLC October 2004 - December 2004
Education
Fordham University 2001 — 2004
BS, Finance, Marketing
Wellington Management February 2012 - Present
Bessemer Trust December 2009 - December 2010
AllianceBernstein LP August 2007 - December 2009
Skills
Financial Modeling, Finance, Business Analysis, Financial Reporting, Business Development, Investment Strategies, Investment Management, Asset Allocation, Bloomberg
Education
University of Richmond - Robins School of Business 2003 — 2007
BSBA, International Business, Finance
Università Commerciale 'Luigi Bocconi' 2006 — 2006
International Business
R.T. Hausler Strategic Marketing LLC March 2011 - Present
Beck, Mack & Oliver LLC2009 - 2011 2009 - 2011
Oppenheimer Capital 2006 - 2009
AllianceBernstein, LP January 2001 - January 2005
CIBC Oppenheimer Investment Advisers January 1999 - January 2001
Seligman Advisors 1997 - 1999
Federated Investors January 1995 - January 1997
The Fuji Bank and Trust Company January 1991 - January 1995
J.P. Morgan August 1978 - February 1991
Skills
Marketing Strategy, Product Management, Marketing Research, Portfolio Management, Strategic Planning, FINRA, Brand Management, Budgets, Series 6, Asset Managment, Mutual Funds, Investments, Alternative Investments, Wealth Management, Equities, Business Development, Asset Management, CRM, Marketing Documents, Leadership, Marketing, Strategy, Hedge Funds
Education
Syracuse University
B.S
Chaminade High School 1970 — 1974
Houlihan Lokey July 2015 - Present
Marotta Gund Budd & Dzera, LLC August 2012 - June 2015
Wunderlich Securities April 2012 - August 2012
Madison Williams and Company December 2009 - December 2011
Madison Williams and Company August 2007 - December 2009
AllianceBernstein L.P. July 2004 - August 2007
Santa Clara University Endowment Fund November 2003 - April 2004
Skills
Financial Modeling, Corporate Finance, Business Valuation, Mergers, Investment Banking, Venture Capital, Asset Management, Industry Analysis, Valuation, DCF, Due Diligence, Equity Valuation, LBO, Capital Markets, Private Equity, Capital Structure, Asset Managment, Fixed Income, Investments, Hedge Funds, Restructuring, Finance, Strategy, Investment Strategies
Education
Santa Clara University - Leavey School of Business 2001 — 2004
BS, Finance
Regis Jesuit High School 1997 — 2001
J.P. Morgan Asset Management July 2014 - Present
Manolakakis Family Groves LLC June 2014 - Present
J.P. Morgan May 2010 - July 2014
Lazard Asset Management October 2008 - May 2010
Deutsche Bank August 2007 - September 2008
AllianceBernstein LP December 2005 - August 2007
UBS Wealth Management Inc. July 2005 - November 2005
Bank Julius Baer & Co. September 2003 - June 2005
Credit Suisse First Boston LLC September 1997 - September 2003
ABN AMRO Securities Inc. March 1996 - September 1997
Skills
Middle Office, Equities, Financial Services, Fixed Income, Back Office, Portfolio Management, Asset Managment, Trading, Asset Management, Prime Brokerage, Alternative Investments, Operational Risk..., Product Management, Hedge Funds, Business Process..., Operations Management, Bloomberg, Data Management, Project Management, Settlement, Vendor Management, Derivatives, Trading Systems, Onboarding, Mutual Funds, Risk Management, Account Reconciliation, CRM, Corporate Actions, Fund Administration, Global Custody, Client Reporting, Client Service, Trade Management, Transaction Lifecycle..., Offshore Outsourcing, Portfolio Accounting, Reconciliations, Regulatory Compliance, Third Party Vendors, Client Relationship..., Outsourcing, Relationship Management, Reference Data, Private Banking, Wealth Management, Offshoring, Fund Accounting, ETFs
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
B.B.A., Finance and Investments, Economics
AllianceBernstein August 2013 - Present
AllianceBernstein February 2012 - August 2013
AllianceBernstein L.P April 2007 - February 2012
Channel Capital Group December 2005 - April 2007
Skills
Economics, Financial Markets, Hedge Funds, Financial Modeling, Investments, Asset Managment, Alternative Investments, Fixed Income, Equities, Corporate Finance, Series 7, Valuation, Portfolio Management, Financial Analysis, Fund Of Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Finance
Brown University 2001 — 2005
B.A, Business Economics
JMP Group May 2015 - Present
CRT Capital Group September 2014 - May 2015
AllianceBernstein LP January 2011 - August 2014
Pierrepont School August 2009 - August 2010
JPMorgan Chase January 2008 - June 2008
Moody's Investors Service July 2007 - December 2007
Goldman Sachs & Co June 2006 - August 2006
Skills
Valuation, Finance, Corporate Finance, Equities, SAS, Financial Risk, Statistics, Credit, Microsoft Excel, Research, PowerPoint, Financial Modeling, Fixed Income, Bloomberg, Microsoft Word, Capital Markets, Derivatives, Financial Analysis, Investments, Portfolio Management, CFA level 1, VBA
Education
Cornell University 2008 — 2009
Master's Degree, Applied Statistics
Grinnell College 2003 — 2007
BA, Economics
Doshi Diagnostic Imaging Services February 2013 - Present
AllianceBernstein L.P 2006 - 2011
Pzena Investment Management November 2004 - September 2006
York International June 1997 - November 2004
Skills
Working knowledge of..., Bilingual in English..., Acquired acumen in..., Consecutive..., Acumen on code of..., Access, CRM, Customer Service, Databases, Editing, Event Management, Event Planning, Financial Analysis, Invoicing, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Press Releases, Project Management, Sales, Social Media, Social Media Marketing, Hedge Funds
Education
Long Island University
Bachelor's degree, Music
Memorial Sloan-Kettering Cancer Center
Certificate of Completion, Medical Interpreting
AllianceBernstein L.P. January 2009 - 2012
AllianceBernstein L.P. 2004 - 2008
AB L.P./Sanford C. Bernstein 1994 - 2004
James River Corporation 1988 - 1993
General Motors 1986 - 1987
Skills
Portfolio Management, Asset Managment, Investment Strategies, Equities, Equity Research, Investments, Equity Valuation, Valuation, Mutual Funds, Bloomberg, Alternative Investments, Asset Management, Investment Banking, Securities, Emerging Markets, Investment Management, Commercial Real Estate, Finance, Risk Management, Hedge Funds, Financial Structuring, Corporate Finance, Capital Markets, Asset Allocation, Strategy, Financial Markets, Financial Modeling, Fixed Income, Strategic Financial..., Commodity, Currency, Wealth Management, Private Equity
Education
Columbia Business School
Master of Business Administration (MBA)
Universidad Simon Bolivar
Bachelor of Science (BS)
AllianceBernstein LP December 2010 - Present
AllianceBernstein LP March 2010 - December 2012
AllianceBernstein LP July 2006 - November 2010
Morgan Stanley August 2005 - May 2006
Skills
Cash Management, Treasury Management, Fixed Income, Hedge Funds, Equities, Investments, Asset Management, Bloomberg, Account Reconciliation, Wealth Management, Investment Management, Securities, Mutual Funds, Finance, Risk Management, Financial Services, Financial Analysis
Education
University of Bridgeport 2008 — 2011
MBA, Finance
State University of New York at Albany 2002 — 2006
B.S. in Business Administration, Finance/Marketing
AllianceBernstein L.P. June 2002 - Present
Deutsche Asset Management November 1998 - June 2002
Bankers Trust Company September 1992 - November 1998
Education
New York Law School 1990 — 1994
JD
Cornell University
BS, Economics
Pace University - Lubin School of Business
MBA
Capstone Investment Advisors, LLC March 2012 - Present
AllianceBernstein L.P. October 2006 - March 2012
Schulte Roth & Zabel LLP January 2004 - October 2006
Dewey Ballantine September 2002 - January 2004
Education
Columbia University School of Law 1999 — 2002
JD
Yeshiva University 1996 — 1999
BA, Economics
Green Energy Energy Economics Group, Inc December 2007 - Present
IP Asset Management LLC February 2008 - April 2010
Exis Capital August 2007 - September 2007
AllianceBernstein LP 2006 - 2007
Compex Integrated Systems 2005 - 2006
Skills
Energy Efficiency, Demand-side Management, Regulatory Analysis, Project Management, Research, Management, Program Management, Database Design, Program, Data Science, Python, HTML, CSS, Java, C, C++, VBA, Excel Models, Hedge Funds, ASP.NET, Crystal Reports, Salesforce.com
Education
General Assembly
Data Science
Clark University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics and Computer Science, Magna Cum Laude
Kansai Gaidai University 2005 — 2005
CSC March 2012 - Present
BCBSNC April 2007 - February 2012
AllianceBernstein, LP February 2007 - March 2007
Kinetic Concepts, Inc. December 2005 - January 2007
Kinetic Concepts, Inc December 2005 - January 2007
Kinetic Concepts, Inc July 2005 - December 2005
Blue Cross Blue Shield of North Carolina January 2001 - June 2005
Duke University September 2000 - January 2001
Kroger Company June 1992 - September 2000
National Diabetic Pharmacies October 1999 - June 2000
Skills
Data Analysis, Software Documentation, Process Improvement, Access, Business Analysis, Business Requirements, Functional..., Scrum, SDLC, Agile & Waterfall..., Project Management, Project Coordination, Documentation, Process Flow, User Stories, Training, Market Research, White Belt, Six Sigma, Quality Assurance, Leadership, Analysis, Requirements Gathering, Project Planning, Business Process, Requirements Analysis, Visio, PMO, PMP, SharePoint
Education
Pfeiffer University 2001 — 2003
Masters, Business Administration
Virginia Polytechnic Institute and State University 1993 — 1997
Bachelors of Science, Psychology
The McGraw-Hill Companies April 2011 - Present
The McGraw-Hill Companies May 2009 - April 2011
AllianceBernstein L.P. March 2008 - May 2009
Fidelity Investments February 2006 - March 2008
Fidelity Investments December 2002 - February 2006
Fidelity Investments May 2000 - December 2002
TJX August 1999 - May 2000
South Shore Hospital July 1998 - August 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
MBA
Providence College 1994 — 1998
BS, Management
PricewaterhouseCoopers February 2015 - Present
Deloitte Tax LLP August 2012 - Present
Deloitte Tax LLP May 2010 - August 2012
AllianceBernstein L.P. August 2007 - November 2008
Simpson Thacher & Bartlett LLP November 2004 - July 2007
Clifford Chance US LLP October 2002 - September 2004
Skills
Private Equity, Investments, Restructuring, Cross-border..., International Tax, Mergers & Acquisitions, Asset Managment, Corporate Tax, Consulting, Mergers, Joint Ventures, Capital Markets, Hedge Funds, Securities, Transfer Pricing, Corporate Law, Accounting, Income Tax, Tax, Mutual Funds, Acquisitions, Corporate Governance, Due Diligence, Tax Law, Tax Advisory, Securities Regulation, Tax Research, Tax Accounting, IPO, Real Estate, International Tax..., Finance, International Law, FIN 48, Big 4, M, US Tax, Corporate Tax Planning, Financial Services, Alternative Investments, Legal Research, Legal Advice, Auditing, US GAAP, Partnership Taxation, Venture Capital, Financial Structuring, Corporate Finance, Structured Finance
Education
New York University School of Law 2009 — 2010
LL.M., Taxation
University of Michigan Law School 2000 — 2002
JD, Law
Union College 1995 — 1999
BA, European History
AllianceBernstein L.P. October 2013 - Present
Schulte Roth & Zabel LLP August 2012 - October 2013
Clifford Chance US LLP January 2010 - July 2012
Clifford Chance US LLP May 2008 - August 2008
Federal Trade Commission, Northeast Region August 2007 - December 2007
Alston & Bird LLP January 2006 - June 2006
Skills
Derivatives, Securities Regulation, Hedge Funds, Capital Markets, Corporate Law, UCITS, Mutual Funds, Private Equity, Financial Services
Education
Columbia University School of Law 2006 — 2009
J.D., Law
Humboldt-Universität zu Berlin 2003 — 2004
Maguire Fellow, History
Vassar College 1999 — 2003
B.A. cum laude generali, International Studies
AllianceBernstein L.P. Senior Vice President, Director of Financial ReportingAllianceBernsteinJuly 2004 - Present
Altria April 2001 - June 2004
Altria June 2000 - March 2001
Altria September 1995 - May 2000
Altria December 1990 - August 1995
Deloitte December 1988 - November 1990
Deloitte September 1982 - November 1988
Education
Fairfield University 1978 — 1982
Bachelor of Science (B.S.), Accounting
AllianceBernstein LP April 2000 - Present
Sanford C. Bernstein & Co., LLC January 1997 - April 2000
Republic National Bank 1994 - 1996
Skills
Trading, Order Management, Electronic Trading, Trading Systems, Fidessa, Market Data, Equity Trading, Equities, Derivatives, Fixed Income
Education
State University of New York College at Geneseo 1990 — 1993
BS, Management
Gyrus ACMI, Inc. August 2009 - March 2011
AllianceBernstein LP November 2006 - March 2009
Omnicell, Inc. April 2005 - November 2006
Caliper Life Sciences, Inc. November 1999 - April 2005
Skills
Employee Relations, Human Resources, Performance Management, HRIS, Employee Benefits, Training, Deferred Compensation, Employee Training, Management, New Hire Orientations, Payroll, Analysis, Employment Law, Policy, FMLA
Education
Northwestern University 1991 — 1995
B.S., Psychological Services
Career Resources April 2014 - July 2015
Cathedral Parish/Merton Center/Various January 2011 - April 2014
AllianceBernstein L.P. November 2000 - June 2010
AllianceBernstein L.P. January 1996 - November 2000
The Purdue Frederick Company June 1994 - January 1996
The Brink's Company (Formerly The Pittston Company) March 1987 - June 1994
The Brink's Company (Formerly The Pittston Company) June 1985 - March 1987
Skills
Corporate Finance, Debt Management, Liquidity Management, Financial Risk..., Foreign Exchange Risk..., FX Hedging, Interest Rate Risk..., Hedging, Commodity Risk..., Cash Management, Cash Flow Forecasting, Commercial Paper, Banking Relationships, Rating Agency Relations, Investments, Revolving Lines of..., Leasing, Letters of Credit, Trade Finance, Finance, Portfolio Management, Financial Services, Fixed Income
Education
University of Connecticut
Masters of Business Administration, Finance
The University of Connecticut School of Business
B.S., Accounting
AllianceBernstein LP October 2003 - Present
Skills
Series 7
Education
City University of New York-John Jay College of Criminal Justice 1999 — 2001
MA, Criminal Justice
Stony Brook University 1995 — 1999
BA, Psychology/Social Science
Aurora Investment Management October 2010 - Present
AllianceBernstein L.P. July 2005 - October 2010
Fragomen, Del Rey, Bernsen & Loewy April 2003 - July 2005
Skills
Alternative Investments, Social Media, RFP, Hedge Funds, Asset Management, Investment Strategies, Equities, Mutual Funds
Education
New York University 2000 — 2002
BS, Politics and History
Arizona State University 1998 — 2000
N/A, Political Science, History
Deutsche Bank August 2012 - Present
AllianceBernstein L.P. July 2011 - March 2012
AllianceBernstein L.P. October 2008 - July 2011
AllianceBernstein L.P. July 2006 - October 2008
Ernst & Young LLP August 2000 - July 2006
Skills
Expatriate..., Expatriate Management, Global Mobility, Immigration Specialist, Vendor Management, Relocations
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2011
Masters, Labor and Employment Relations
The College of New Jersey 1995 — 1999
Bachelor of Science (B.S.), International Business
App Annie June 2015 - Present
Fitch Solutions April 2010 - May 2015
Achilles International March 2010 - June 2010
Vista Research, a Standard & Poor's Business September 2007 - June 2009
AllianceBernstein L.P. June 2004 - September 2007
United States Senate June 2003 - August 2003
Skills
Account Management, Customer Relations, Institutional, New Business Development, Asset Management, client, Client Retention, Developing Client..., Client Relationship..., Client Development, Sales Management, Inside Sales, Direct Sales, Customer Retention, Asset Managment, Vision, CRM, Client
Education
New York University 2012 — 2014
School of Continuing and Professional Studies, Certificate in Financial Analysis
Virginia Military Institute 2000 — 2004
Bachelor of Arts, Economics & Business - Financial Concentration
Greenville Area High School 1996 — 2000
AllianceBernstein L.P. 2015 - Present
PCCP 2013 - 2015
Black Creek Group 2007 - 2009
Wachovia Securities 2005 - 2007
Lehman Brothers 2004 - 2005
Skills
Corporate Finance, Capital Markets, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Market Research, Real Estate Private..., Commercial Real Estate, Real Estate Development, Real Estate Financing, Private Equity, Investment Banking, Venture Capital, Business Development, Equities, Asset Managment, Investments, Entrepreneurship, Competitive Analysis, Hedge Funds, Management Consulting, Strategic Planning
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Real Estate Finance
Yale University 2000 — 2004
BA, History
North Shore-LIJ Health System May 2012 - Present
AllianceBernstein LP May 2006 - March 2012
Goldman Sachs March 2000 - May 2006
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Smith College 1993 — 1997
Bank of America December 2014 - Present
Bank of America August 2010 - December 2014
Newedge January 2009 - August 2010
AllianceBernstein LP June 2006 - November 2008
Ford Motor Company June 2005 - June 2006
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Financial Analysis, Auditing, Enterprise Risk..., Risk Management, Financial Risk, Process Improvement
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S., Finance, Public Policy Analysis
Indiana University Bloomington 2001 — 2005
DIS 2004 — 2004
AllianceBernstein L.P. July 2005 - Present
AXA Equitable Life Insurance Company October 2000 - July 2005
Willkie Farr & Gallagher LLP September 1999 - October 2000
Dewey & LeBoeuf LLP June 1994 - August 1999
Skills
Corporate Finance, Mergers, Asset Management, Corporate Governance, Securities, Asset Managment, Capital Markets, Mergers & Acquisitions, IPO, Securities Regulation, Hedge Funds, Private Equity, Equities, Corporate Law, Venture Capital, Due Diligence, Alternative Investments, Acquisitions
Education
New York University School of Law 1991 — 1994
J.D., Law
Columbia University in the City of New York 1987 — 1991
B.A., American History
Clarkstown North High School 1983 — 1987
Norwalk Fire Department August 2008 - Present
AllianceBernstein L.P. July 2006 - August 2008
Fitch 2005 - 2006
Algorithmics 2005 - 2006
Cablevision 2001 - 2005
Cablevision/Rainbow Media 2001 - 2005
Aerotek 1998 - 2001
TEKsystems 1998 - 2001
Education
Roanoke College 1994 — 1998
RH Consulting April 2009 - Present
AllianceBernstein L.P. October 1999 - April 2009
AllianceBernstein L.P. October 1994 - October 1999
AllianceBernstein L.P. April 1992 - October 1994
AllianceBernstein L.P. October 1989 - April 1992
Smith Barney July 1989 - October 1989
Dean Witter Reynolds Inc. November 1987 - July 1989
Dean Witter Reynolds Inc. December 1986 - November 1987
Dean Witter Reynolds Inc. December 1985 - December 1986
Arthur Young July 1985 - November 1985
Skills
Incentive Programs, Deferred Compensation, Executive Compensation, Employee Stock Options, Bonus Programs, Finance, Financial Analysis, Financial Reporting, Financial Accounting, SEC filings, Payroll, Cost Accounting, Financial Modeling, Tax, Hedge Funds, Insider Trading, Asset Management, Asset Managment, Executive Pay, Securities, Sarbanes-Oxley Act, Financial Services
Education
Pace University 1983 — 1985
Accounting
Rockland Community College 1982 — 1982
AllianceBernstein L.P. February 2002 - Present
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Pennsylvania State University 1997 — 2001
BS in Finance & International Business
AllianceBernstein LP September 2009 - Present
AllianceBernstein September 2007 - September 2009
AllianceBernstein LP June 2004 - August 2007
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Business Administration and Management, General
New York University 2000 — 2004
Bachelor's degree, Economics
New York University 2000 — 2004
Bachelor's degree, Journalism
New York January 2013 - Present
AllianceBernstein LP September 2004 - December 2012
MONY Capital Management August 1985 - September 2004
National Union Fire Insurance Company (sub AIG) March 1984 - July 1985
KeyBank August 1980 - January 1984
Skills
ABS, CDO, MBS, CMBS, Securitization, Credit Derivatives, Alternative Investments, Hedge Funds, Structured Products, Fixed Income, Structured Finance, Capital Markets, Bonds, Leveraged Finance, Derivatives, Bloomberg, Asset Managment, Securities, Interest Rate..., Portfolio Management, Operational Due..., Due Diligence, Fund Of Funds, Asset Management, Credit Analysis, Financial Structuring
Education
Rensselaer Polytechnic Institute 1981 — 1983
MBA, Finance
Hamilton College 1975 — 1979
BA, English and Theatre
Bessemer Trust July 2013 - Present
AllianceBernstein L.P May 2007 - July 2013
Gibson, Dunn & Crutcher LLP June 2005 - November 2005
Dow Jones May 2004 - June 2005
Davis Polk & Wardwell LLP September 1999 - June 2004
Skills
Mergers, Legal Writing, Equities, Legal Advice, Corporate Law, Licensing, Commercial Litigation, Litigation, Joint Ventures, Legal Research, Intellectual Property, Private Equity, Privacy Law, Cross-border..., Mergers & Acquisitions
Education
Columbia University School of Law 1996 — 1999
JD
Harvard College 1991 — 1995
A.B., English and Economics
KCG Americas LLC March 2014 - Present
AllianceBernstein LP July 2011 - March 2014
Citadel Investment Group November 2010 - July 2011
Goldman Sachs November 2009 - November 2010
Bloomberg L.P. August 2009 - November 2009
Citigroup June 2009 - August 2009
Columbia University September 2003 - May 2009
Skills
Financial Analysis, Quantitative Finance, Monte Carlo Simulation, Quantitative Analytics, Stochastic Calculus, Fixed Income, Financial Engineering, Bloomberg, Derivatives, Equities, Time Series Analysis, R, Hedge Funds, Trading Systems, Portfolio Optimization, C++, Java, Electronic Trading, Credit Derivatives, Market Making, Market Microstructure, Liquidity Management, KDB+, Statistical Modeling, Matlab, Market Risk, Equity Derivatives, Options, Financial Markets, Interest Rate..., VBA
Education
Columbia University in the City of New York 2003 — 2009
PhD, Physics
University of Science and Technology of China 1998 — 2003
BS, Physics
Charles Schwab August 2012 - Present
AllianceBernstein LP December 2009 - September 2012
Alliance Bernstein Japan Limited February 2008 - December 2009
Alliance Bernstein LP April 2004 - January 2008
Alliance Bernstein LP December 2002 - April 2004
Alliance Bernstein LP June 2000 - December 2002
Allied Capital Asset Management, Rye, NY August 1998 - August 2000
Daewoo Corporation, Mumbai, India December 1996 - June 1997
Skills
Equities, Fixed Income, Hedge Funds, Portfolio Management, Derivatives, Bloomberg, Asset Managment, Alternative Investments, Equity Research, Capital Markets, Portfolio Optimization, Trading
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 1998
MS, Finance
S.P. Jain Institute of Management & Research 1995 — 1997
MBA, International Business
University of Pune 1990 — 1994
BS, Computer Engineering
St. Joseph's Academy, Dehradun 1978 — 1990
ISC, Mathematics, Science
AllianceBernstein LP April 2013 - Present
AllianceBernstein LP April 2006 - March 2013
Bristol-Myers Squibb July 2003 - March 2006
TL Ventures June 1999 - December 2001
Merck & Co., Inc. April 1997 - May 1999
Ben & Jerry's Homemade, Inc. June 1995 - March 1997
Merck & Co., Inc June 1993 - August 1993
McKinsey & Company, Inc. September 1990 - July 1992
Skills
Hedge Funds, Equity Research, Portfolio Management, Private Equity, Value Investing, Investment Management, Financial Analysis, Retail, Healthcare, Media, Sustainable Investing, Mutual Funds, Investments
Education
Harvard Business School 1992 — 1994
Master of Business Administration (M.B.A.), General Management
University of Zimbabwe 1989 — 1989
Rotary Foundation Scholar, Department of Economics
University of Pennsylvania - The Wharton School 1984 — 1988
BS Econ, Finance
AllianceBernstein February 2010 - Present
AllianceBernstein LP August 2007 - January 2010
AllianceBernstein May 1999 - July 2007
Pratt & Whitney 1996 - 1999
IBM Credit Corp. January 1994 - August 1994
Skills
Hedge Funds, Equities, Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Investment Strategies, Investments, Industry Analysis, Mutual Funds, Financial Modeling, Equity Valuation, Equity Research, Investment Management
Education
The University of Connecticut 1991 — 1995
BS Business Administration, Finance
AllianceBernstein LP March 1994 - Present
AllianceBernstein LP March 1994 - Present
AllianceBernstein LP September 1988 - March 1994
Education
Baruch College
M.S. Taxation
Saint Peter's University
B.S, Accounting
Bank of Tokyo – Mitsubishi UFJ May 2013 - Present
AllianceBernstein L.P. September 2006 - May 2013
Bloomberg LP May 2003 - August 2006
Butler International February 2003 - May 2003
ION Networks May 2002 - October 2002
Niksun July 2001 - April 2002
Visual Networks November 2000 - May 2001
ILX Systems November 1998 - November 2000
Motorola Solutions June 1995 - October 1998
Kolnet Systems 1992 - 1994
Skills
Quality Center, SDLC, Test Planning, Test Automation, Testing, Software Development, User Acceptance Testing, Business Analysis, Quality Assurance, System Testing, Dodd-Frank, Project Management, Full project lifecycle..., International Project..., Japanese business..., Ringi Process, Databases
Education
Villanova University 2013 — 2014
Master Certificate in Applied Project Management, Project Management
Azerbaijan State Oil Academy 1977 — 1982
MS, Computer Science (System Engineering)
Boston University
Nuveen Investments August 2011 - Present
Clifford Chance May 2010 - July 2011
AllianceBernstein L.P. June 2005 - April 2010
Clifford Chance US LLP October 2002 - June 2005
Skills
Offshore Funds, UCITS, Investment Management, Investment Advisory, Hedge Funds, Securities Regulation, Securities, Mutual Funds, Alternative Investments, Institutional..., Private Equity, Asset Management, Capital Markets, Corporate Governance, Structured Products, Fund Of Funds
Education
Northwestern University School of Law 1999 — 2002
JD
The University of Chicago 1996 — 1997
MA
DePaul University 1991 — 1996
BA
Depository Trust & Clearing Corporation April 2010 - March 2011
AllianceBernstein L.P. January 2000 - 2008
Alliance Bernstein January 1998 - December 1999
AlliancBernstein L.P. February 1994 - December 1997
Thomas & Betts August 1987 - October 1993
Arthur Andersen & Co. January 1985 - August 1987
Skills
Due Diligence, Financial Reporting, Asset Managment, Investments, Accounting, Financial Analysis, Mergers, Auditing, Strategic Financial..., Financial Modeling, Financial Services, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1985
MBA, Accounting
La Salle University - School of Business Administration 1981 — 1983
BS, Marketing, Finance
Bishop Egan High School 1974 — 1978
HS Diploma, Academic
Citi 2013 - Present
AllianceBernstein L.P 2009 - 2012
AllianceBernstein L.P. 2000 - 2009
Prudential Financial 1997 - 2000
Education
The George Washington University 1993 — 1997
Bachelor of Business Administration, Finance and Marketing
AllianceBernstein LP 1998 - 2008
Securities Industry Automation Corp. AMEX 1996 - 1998
SIAC 1996 - 1998
Automatic Data Processing (ADP) 1989 - 1994
Univ of Medicine and Dentistry of NJ 1985 - 1989
Skills
Data Center, Active Directory, ITIL, Servers, Telecommunications, Troubleshooting, Programming, System Administration, SharePoint
Education
New York University 1967 — 1977
PhD, Science Education & Biology
Fairleigh Dickinson University 1966 — 1967
MAT, Science Education & Biology
Fordham University 1962 — 1966
BS, Biology & Philosophy
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
Strategic Insight May 2007 - Present
AllianceBernstein L.P. March 2004 - May 2007
UBS PaineWebber, Inc. September 2002 - March 2003
Skills
Asset Allocation, Analytics, Mutual Funds, Research, Alternative Investments, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Specialization: Finance
The Johns Hopkins University 1998 — 2002
BA, Economics
AllianceBernstein L.P. May 2011 - Present
Sutherland Asbill & Brennan LLP January 2002 - April 2011
Education
New York University School of Law 1985 — 1988
J.D., Law
University of Pennsylvania 1981 — 1985
B.S.E., Chemical Engineering
University of Pennsylvania 1981 — 1985
J.P. Morgan Asset Management April 2015 - Present
Goldman Sachs April 2014 - April 2015
AllianceBernstein L.P June 2000 - November 2013
Value Line, Inc. September 1999 - May 2000
Skills
Equities, Fixed Income, Investments, Series 7, Corporate Governance, Risk Management, Capital Markets, Mutual Funds, Management
Education
City University of New York-Baruch College 2010 — 2012
Master of Public Administration (MPA)
Iona College 1996 — 2000
BBA, Finance
New York University
BabyCenter,L.L.C., Division of Johnson & Johnson November 2010 - April 2012
AllianceBernstein L.P. June 2003 - October 2008
AllianceBernstein L.P. August 2000 - June 2003
AllianceBernstein L.P. November 1998 - August 2000
Education
Pace University-New York
Bachelor of Arts (B.A.)
AllianceBernstein LP
Skills
Hedge Funds, Mutual Funds, Equities, Asset Managment, Portfolio Management, Asset Management, Program Management, Investments, Capital Markets, Sarbanes-Oxley Act, Internal Audit, Insurance
Education
Iona College 1978 — 1983
Master of Business Administration (MBA), Accounting and Finance, Cum Laude
Fairfield University 1969 — 1973
Bachelor of Science (B.S.), Accounting and Finance, Cum Laude