ARTIO GLOBAL
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ARTIO GLOBAL Employees
Employee
Years
Job
Industry
Isida DeLillo, CFA Isida DeLillo, CFA's ARTIO GLOBAL Experience June 2011 - May 2013
Job VP, Investment Consultant at Calamos Southern California and Hawaii
Industry Financial Services
Experience
Calamos Investments July 2015 - Present
Aberdeen Asset Management May 2013 - Present
Artio Global June 2011 - May 2013
ARTIO GLOBAL April 2008 - June 2011
AllianceBernstein June 2003 - July 2006
Skills
Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Equities, Investments, Portfolio Management, Hedge Funds
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance, Economics
Calamos Investments July 2015 - Present
Aberdeen Asset Management May 2013 - Present
Artio Global June 2011 - May 2013
ARTIO GLOBAL April 2008 - June 2011
AllianceBernstein June 2003 - July 2006
Skills
Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Equities, Investments, Portfolio Management, Hedge Funds
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance, Economics
Sophia Tai's ARTIO GLOBAL Experience June 2011 - May 2012
Job Accounting Intern at PineBridge Investments
Industry Accounting
Experience
PineBridge Investments November 2013 - August 2014
EY June 2013 - August 2013
Meaden & Moore May 2012 - June 2013
ARTIO GLOBAL June 2011 - May 2012
Skills
Accounting, Forensic Accounting, Fraud, CPA, Accounts Receivable, Outlook, Corporate Finance, Microsoft Office, Budgets, Bookkeeping, Internal Controls, Analysis, Data Analysis, Customer Service, Research, Sarbanes-Oxley Act, Income Tax
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Master's degree, Accounting
Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
PineBridge Investments November 2013 - August 2014
EY June 2013 - August 2013
Meaden & Moore May 2012 - June 2013
ARTIO GLOBAL June 2011 - May 2012
Skills
Accounting, Forensic Accounting, Fraud, CPA, Accounts Receivable, Outlook, Corporate Finance, Microsoft Office, Budgets, Bookkeeping, Internal Controls, Analysis, Data Analysis, Customer Service, Research, Sarbanes-Oxley Act, Income Tax
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Master's degree, Accounting
Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Jonathan Mortenson's ARTIO GLOBAL Experience April 2006 - October 2011
Job Senior Trader at Harding Loevner LP
Industry Financial Services
Experience
Harding Loevner LP June 2012 - Present
ARTIO GLOBAL April 2006 - October 2011
Collins Stewart April 2003 - May 2006
ING Nederland November 2000 - April 2003
CCF Charterhouse Securities July 1999 - November 2000
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Bloomberg, Trading Systems, Capital Markets, Securities, Trading, Equity Trading, Asset Management, ETFs, Derivatives, Mutual Funds, Alternative Investments, Electronic Trading, Series 63, Investment Management, FINRA, Equity Research, Emerging Markets, Options, Investments, Portfolio Management, Asset Allocation, Financial Markets, Equity Valuation
Education
College of the Holy Cross 1990 — 1994
Bachelor's degree, Economics and Accounting
Delbarton High School 1985 — 1990
Graduated
Harding Loevner LP June 2012 - Present
ARTIO GLOBAL April 2006 - October 2011
Collins Stewart April 2003 - May 2006
ING Nederland November 2000 - April 2003
CCF Charterhouse Securities July 1999 - November 2000
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Bloomberg, Trading Systems, Capital Markets, Securities, Trading, Equity Trading, Asset Management, ETFs, Derivatives, Mutual Funds, Alternative Investments, Electronic Trading, Series 63, Investment Management, FINRA, Equity Research, Emerging Markets, Options, Investments, Portfolio Management, Asset Allocation, Financial Markets, Equity Valuation
Education
College of the Holy Cross 1990 — 1994
Bachelor's degree, Economics and Accounting
Delbarton High School 1985 — 1990
Graduated
Karen Ibay's ARTIO GLOBAL Experience January 2011 - September 2012
Job Client Advisor at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management September 2012 - January 2015
ARTIO GLOBAL January 2011 - September 2012
ARTIO GLOBAL September 2007 - January 2011
Stack Financial Group January 2001 - August 2007
Education
University of Richmond 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management September 2012 - January 2015
ARTIO GLOBAL January 2011 - September 2012
ARTIO GLOBAL September 2007 - January 2011
Stack Financial Group January 2001 - August 2007
Education
University of Richmond 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
David Gerbereux David Gerbereux's ARTIO GLOBAL Experience September 2008 - December 2013
Job J.P. Morgan Chase
Industry Investment Management
Experience
JPMorgan Chase April 2014 - Present
ARTIO GLOBAL September 2008 - December 2013
Julius Baer 1999 - 2008
Casale Industries Inc February 1991 - June 1999
Skills
Vendor Management, Infrastructure, Management, Risk Management, IT Operations, Disaster Recovery, Business Intelligence, Network Architecture, Business Analysis, Project Portfolio..., Fixed Income, IT Strategy, Staff Management, Help Desk Support, Information Security..., Server Architecture, Requirements Analysis, Budgets, International Project..., Staff Development, Technical Architecture, Facilities Management, Strategy, ITIL, Innovative Problem..., Help Desk Management, Professional Services..., Strategy Development, Budget Management, Mergers & Aquisitions, IT Infrastructure..., Disaster Recovery..., Business Continuity..., Data Center Buildout...
Education
Chubb Institute of Technology 1998 — 1999
Network and System Administration/Administrator
Kaplan University
Bachelor of Science (BS), Computer Science
JPMorgan Chase April 2014 - Present
ARTIO GLOBAL September 2008 - December 2013
Julius Baer 1999 - 2008
Casale Industries Inc February 1991 - June 1999
Skills
Vendor Management, Infrastructure, Management, Risk Management, IT Operations, Disaster Recovery, Business Intelligence, Network Architecture, Business Analysis, Project Portfolio..., Fixed Income, IT Strategy, Staff Management, Help Desk Support, Information Security..., Server Architecture, Requirements Analysis, Budgets, International Project..., Staff Development, Technical Architecture, Facilities Management, Strategy, ITIL, Innovative Problem..., Help Desk Management, Professional Services..., Strategy Development, Budget Management, Mergers & Aquisitions, IT Infrastructure..., Disaster Recovery..., Business Continuity..., Data Center Buildout...
Education
Chubb Institute of Technology 1998 — 1999
Network and System Administration/Administrator
Kaplan University
Bachelor of Science (BS), Computer Science
Sharif Farha's ARTIO GLOBAL Experience September 2011 - May 2013
Job Analyst/ Equity Partner at RSquared Capital Management
Industry Financial Services
Experience
R-Squared Capital Management May 2013 - Present
ARTIO GLOBAL September 2011 - May 2013
Deutsche Bank June 2009 - July 2009
Abraaj Capital 2008 - 2008
Skills
Bloomberg Terminal, Bloomberg, Equities, Investments, Equity Research, Alternative Investments, Valuation, Financial Modeling, Asset Managment, Emerging Markets, Investment Management
Education
New York University 2007 — 2011
BA, Economics
American School of Dubai 2000 — 2007
HS Diploma
R-Squared Capital Management May 2013 - Present
ARTIO GLOBAL September 2011 - May 2013
Deutsche Bank June 2009 - July 2009
Abraaj Capital 2008 - 2008
Skills
Bloomberg Terminal, Bloomberg, Equities, Investments, Equity Research, Alternative Investments, Valuation, Financial Modeling, Asset Managment, Emerging Markets, Investment Management
Education
New York University 2007 — 2011
BA, Economics
American School of Dubai 2000 — 2007
HS Diploma
David L. Fryer David L. Fryer's ARTIO GLOBAL Experience October 2010 - June 2013
Job Product Specialist
Industry Investment Management
Experience
Nile Capital Group LLC Product SpecialistPinnacle AssociatesJanuary 2015 - Present
ARTIO GLOBAL October 2010 - June 2013
Bank Julius Baer January 2007 - October 2010
Bank Julius Baer June 2005 - January 2007
Bank Julius Baer March 1998 - June 2005
Oppenheimer & Co. Inc. August 1996 - March 1998
Charles Schwab September 1995 - April 1996
Skills
Equities, Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Investment Management, Equity Research, Asset Allocation, Asset Management, Options, Wealth Management, Series 7, Investment Advisory, Performance Attribution, Equity Trading, Capital Markets, Hedging, Securities, Financial Modeling, FINRA, Institutional..., Mutual Funds, Series 63, Investment Strategies, Electronic Trading, Private Equity, ETFs, Equity Valuation, Derivatives, Trading Systems, Portfolio Management, Investment Banking, Valuation, Middle Office, Chartered Financial..., Bonds, Investments, Emerging Markets, Bloomberg Terminal, Trading, Equity Derivatives, Financial Markets, Credit Derivatives, Investor Relations, Financial Services
Education
Siena College 1991 — 1995
Bachelor of Arts (B.A.), History
Siena College
Nile Capital Group LLC Product SpecialistPinnacle AssociatesJanuary 2015 - Present
ARTIO GLOBAL October 2010 - June 2013
Bank Julius Baer January 2007 - October 2010
Bank Julius Baer June 2005 - January 2007
Bank Julius Baer March 1998 - June 2005
Oppenheimer & Co. Inc. August 1996 - March 1998
Charles Schwab September 1995 - April 1996
Skills
Equities, Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Investment Management, Equity Research, Asset Allocation, Asset Management, Options, Wealth Management, Series 7, Investment Advisory, Performance Attribution, Equity Trading, Capital Markets, Hedging, Securities, Financial Modeling, FINRA, Institutional..., Mutual Funds, Series 63, Investment Strategies, Electronic Trading, Private Equity, ETFs, Equity Valuation, Derivatives, Trading Systems, Portfolio Management, Investment Banking, Valuation, Middle Office, Chartered Financial..., Bonds, Investments, Emerging Markets, Bloomberg Terminal, Trading, Equity Derivatives, Financial Markets, Credit Derivatives, Investor Relations, Financial Services
Education
Siena College 1991 — 1995
Bachelor of Arts (B.A.), History
Siena College
Scott Rubin Scott Rubin's ARTIO GLOBAL Experience 2006 - 2012
Job Institutional Client Account Manager at JP Morgan
Industry Investment Management
Experience
J.P. Morgan March 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
ARTIO GLOBAL 2006 - 2012
Deutsche Bank 2000 - 2006
PwC 1998 - 2000
Skills
FINRA Series 7, 63, Fixed Income, International Equity, US Equity, Global Equity, Relationship Management, Consultant Relations, Mutual Funds, Equities, Finance, Due Diligence, Financial Analysis, Bloomberg, Asset Allocation, Financial Services, Equity Research, Institutional..., Investment Management, Series 63, Derivatives, Capital Markets, Portfolio Management, Investments, Investment Advisory, Alternative Investments, Securities, Asset Management, Hedge Funds, Series 7, CRM, Emerging Markets, Bonds, FINRA
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA)
SUNY Albany 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
J.P. Morgan March 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
ARTIO GLOBAL 2006 - 2012
Deutsche Bank 2000 - 2006
PwC 1998 - 2000
Skills
FINRA Series 7, 63, Fixed Income, International Equity, US Equity, Global Equity, Relationship Management, Consultant Relations, Mutual Funds, Equities, Finance, Due Diligence, Financial Analysis, Bloomberg, Asset Allocation, Financial Services, Equity Research, Institutional..., Investment Management, Series 63, Derivatives, Capital Markets, Portfolio Management, Investments, Investment Advisory, Alternative Investments, Securities, Asset Management, Hedge Funds, Series 7, CRM, Emerging Markets, Bonds, FINRA
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA)
SUNY Albany 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
R. Barney Walker's ARTIO GLOBAL Experience 2002 - 2013
Job Partner, Director of Institutional Investments at Aligned Asset Managers LLC
Industry Investment Management
Experience
ARTIO GLOBAL 2002 - 2013
Ark Asset Management 1996 - 2002
Education
Boston College - Carroll School of Management 1992 — 1996
ARTIO GLOBAL 2002 - 2013
Ark Asset Management 1996 - 2002
Education
Boston College - Carroll School of Management 1992 — 1996
Irina Kogan, CFA Irina Kogan, CFA's ARTIO GLOBAL Experience July 2011 - May 2013
Job
Industry Financial Services
Experience
ARTIO GLOBAL July 2011 - May 2013
ARTIO GLOBAL October 2009 - June 2011
Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2005
Lehman Brothers 2000 - 2004
Skills
Fixed Income, Investments, Mutual Funds, Product Management, Project Management, Asset Managment, Asset Management, Portfolio Management, Bonds, Financial Services, Bloomberg, Alternative Investments, Derivatives, Capital Markets, Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
Tufts University 1996 — 2000
BS
ARTIO GLOBAL July 2011 - May 2013
ARTIO GLOBAL October 2009 - June 2011
Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2005
Lehman Brothers 2000 - 2004
Skills
Fixed Income, Investments, Mutual Funds, Product Management, Project Management, Asset Managment, Asset Management, Portfolio Management, Bonds, Financial Services, Bloomberg, Alternative Investments, Derivatives, Capital Markets, Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
Tufts University 1996 — 2000
BS
Regina Devaney Ewers's ARTIO GLOBAL Experience October 2006 - November 2012
Job Investment Analyst
Industry Investment Management
Experience
ARTIO GLOBAL October 2006 - November 2012
Merrill Lynch September 2001 - September 2006
Ernst & Young October 1995 - July 1999
Skills
Microsoft Office, Microsoft Excel, Bloomberg, FactSet, Datastream, CPA, Accounting, Equity Research, Global Macro, Hedge Funds, Alternative Investments, Equities, Asset Management, Investments, Portfolio Management, Asset Allocation, Investment Management, Fixed Income, Emerging Markets
Education
NYU Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
ARTIO GLOBAL October 2006 - November 2012
Merrill Lynch September 2001 - September 2006
Ernst & Young October 1995 - July 1999
Skills
Microsoft Office, Microsoft Excel, Bloomberg, FactSet, Datastream, CPA, Accounting, Equity Research, Global Macro, Hedge Funds, Alternative Investments, Equities, Asset Management, Investments, Portfolio Management, Asset Allocation, Investment Management, Fixed Income, Emerging Markets
Education
NYU Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Ram Vakacherla MBA, CSM, ITIL v3 ® Ram Vakacherla MBA, CSM, ITIL v3 ®'s ARTIO GLOBAL Experience June 2010 - June 2012
Job (PMO, Scrum Master, IT Service Management, CRM)
Industry Information Technology and Services
Experience
Verizon Wireless July 2012 - Present
ARTIO GLOBAL June 2010 - June 2012
IBSS Inc. October 2005 - June 2010
Lincoln Financial Group 2005 - 2009
Patni Computer Systems Limited January 2004 - October 2005
Atcom Technologies Limited 2002 - 2004
Corcomp Infosystems Limited 2000 - 2002
Silverline Technologies Limited 1993 - 2000
Skills
CRM, SDLC, ITIL, Software Project..., PMP, Project Management, Requirements Analysis, Strategy, Vendor Management, Management, IT Strategy, PMO, MS Project, Business Intelligence, Business Analysis, Project Planning, IT Service Management, Project Portfolio..., Integration, Enterprise Software, Team Leadership, Business Requirements, SAP, Release Management, Change Management, Knowledge Management, SAP R/3, Agile Methodologies, Visio, Quality Assurance, Leadership, Program Management, SAP CRM, E-commerce, Resource Management, Requirements Gathering, IT Management, ERP, Pre-sales, Software Development
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2002 — 2004
MBA (Systems), HR, Systems, MIS, Networking, BPR etc.
Andhra University 1986 — 1989
B.Com, Economics, Banking, Commerce & Statictics
Verizon Wireless July 2012 - Present
ARTIO GLOBAL June 2010 - June 2012
IBSS Inc. October 2005 - June 2010
Lincoln Financial Group 2005 - 2009
Patni Computer Systems Limited January 2004 - October 2005
Atcom Technologies Limited 2002 - 2004
Corcomp Infosystems Limited 2000 - 2002
Silverline Technologies Limited 1993 - 2000
Skills
CRM, SDLC, ITIL, Software Project..., PMP, Project Management, Requirements Analysis, Strategy, Vendor Management, Management, IT Strategy, PMO, MS Project, Business Intelligence, Business Analysis, Project Planning, IT Service Management, Project Portfolio..., Integration, Enterprise Software, Team Leadership, Business Requirements, SAP, Release Management, Change Management, Knowledge Management, SAP R/3, Agile Methodologies, Visio, Quality Assurance, Leadership, Program Management, SAP CRM, E-commerce, Resource Management, Requirements Gathering, IT Management, ERP, Pre-sales, Software Development
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2002 — 2004
MBA (Systems), HR, Systems, MIS, Networking, BPR etc.
Andhra University 1986 — 1989
B.Com, Economics, Banking, Commerce & Statictics
Cheryl Han's ARTIO GLOBAL Experience May 2011 - July 2011
Job Business Analyst at Regal Beloit Corporation
Industry Electrical/Electronic Manufacturing
Experience
Regal Beloit Corporation July 2013 - Present
NEPC January 2013 - March 2013
Barclays September 2012 - November 2012
Global Infrastructure Asset Management, LLC October 2011 - June 2012
Beloit College, Department of Economics and Management September 2011 - December 2011
KPMG China July 2011 - August 2011
ARTIO GLOBAL May 2011 - July 2011
Belmark Associates October 2010 - May 2011
Skills
Financial Analysis, Market Research, Bloomberg, Industry Analysis, Economics, Valuation, Fixed Income, SAS, Equity Research, Financial Modeling, Equities, Microsoft Excel, Portfolio Management, Research, Data Analysis, Equity Valuation, Investments, Asset Managment, Qualitative Research, Statistics, DCF Valuation, Corporate Finance, Financial Accounting, Option Pricing Models, Derivatives, Analysis, Due Diligence
Education
MIT Sloan School of Management 2012 — 2013
Master's degree, Finance, GPA 4.6/5.0, GMAT 770/800
Beloit College 2009 — 2011
Bachelor of Arts, Economics, Mathematics, GPA 3.81/4.0
Regal Beloit Corporation July 2013 - Present
NEPC January 2013 - March 2013
Barclays September 2012 - November 2012
Global Infrastructure Asset Management, LLC October 2011 - June 2012
Beloit College, Department of Economics and Management September 2011 - December 2011
KPMG China July 2011 - August 2011
ARTIO GLOBAL May 2011 - July 2011
Belmark Associates October 2010 - May 2011
Skills
Financial Analysis, Market Research, Bloomberg, Industry Analysis, Economics, Valuation, Fixed Income, SAS, Equity Research, Financial Modeling, Equities, Microsoft Excel, Portfolio Management, Research, Data Analysis, Equity Valuation, Investments, Asset Managment, Qualitative Research, Statistics, DCF Valuation, Corporate Finance, Financial Accounting, Option Pricing Models, Derivatives, Analysis, Due Diligence
Education
MIT Sloan School of Management 2012 — 2013
Master's degree, Finance, GPA 4.6/5.0, GMAT 770/800
Beloit College 2009 — 2011
Bachelor of Arts, Economics, Mathematics, GPA 3.81/4.0
Michael Mulvihill, CFA Michael Mulvihill, CFA's ARTIO GLOBAL Experience October 2010 - August 2012
Job Equity Product Specialist at Jacobs Levy Equity Management
Industry Investment Management
Experience
Jacobs Levy Equity Management July 2015 - Present
Ashmore July 2013 - May 2015
Artio Global October 2010 - August 2012
AXA Rosenberg June 2005 - September 2010
MSCI Barra October 2002 - June 2005
Rochdale Investment Management September 2001 - October 2002
Skills
Portfolio Management, Investment Management, Asset Management, Investment Strategies, Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 63, Mutual Funds, Series 7 & 63, Product Management, Asset Allocation, Market Research, Investments, Bloomberg, Securities, Series 7, Derivatives, Capital Markets, Equity Research, Financial Markets, Financial Services, Trading Systems
Education
The University of Chicago
BA, Political Science
University of Iowa
MS, Political Science
Jacobs Levy Equity Management July 2015 - Present
Ashmore July 2013 - May 2015
Artio Global October 2010 - August 2012
AXA Rosenberg June 2005 - September 2010
MSCI Barra October 2002 - June 2005
Rochdale Investment Management September 2001 - October 2002
Skills
Portfolio Management, Investment Management, Asset Management, Investment Strategies, Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 63, Mutual Funds, Series 7 & 63, Product Management, Asset Allocation, Market Research, Investments, Bloomberg, Securities, Series 7, Derivatives, Capital Markets, Equity Research, Financial Markets, Financial Services, Trading Systems
Education
The University of Chicago
BA, Political Science
University of Iowa
MS, Political Science
Philip Ramsbottom's ARTIO GLOBAL Experience May 2012 - August 2012
Job Associate at Inoca Capital Partners
Industry Venture Capital & Private Equity
Experience
Inoca Capital Partners July 2014 - Present
Groupon June 2013 - June 2014
Belmark Associates 2012 - 2013
ARTIO GLOBAL May 2012 - August 2012
Ziegler-Lotsoff Capital Management February 2012 - May 2012
Beloit College 2011 - December 2011
Beloit College January 2011 - August 2011
Greater Beloit Chamber of Commerce January 2011 - May 2011
Champaign Park Disctict May 2009 - August 2010
University of Illinois at Urbana-Champaign, Biomedical Imaging Facility September 2009 - December 2009
Skills
Research, Microsoft Excel, Economics, Microsoft Office, Data Analysis, PowerPoint, Financial Modeling, Project Planning, Entrepreneurship, HTML, Statistics, HTML + CSS, Word, Sales, Public Relations, Microsoft Word, Econometrics, WordPress, SAS, OS X, Focus Groups, Minitab, jQuery, Bloomberg Terminal, Bloomberg Software, Surveying, Google Docs, Tableau, Pivot Tables, Teradata, SQL, Microstrategy, MapPoint, Private Equity, Due Diligence
Education
Training The Street 2014 — 2014
Core Comprehensive Financial Modeling Seminar
Beloit College 2009 — 2013
BA, Major: Economics, Minors: Environmental Studies and Political Science
Associated Colleges of the Midwest 2012 — 2012
Entrepreneurship and Business
Butler University 2011 — 2011
Non-Degree Track
Centennial High School 2006 — 2009
Inoca Capital Partners July 2014 - Present
Groupon June 2013 - June 2014
Belmark Associates 2012 - 2013
ARTIO GLOBAL May 2012 - August 2012
Ziegler-Lotsoff Capital Management February 2012 - May 2012
Beloit College 2011 - December 2011
Beloit College January 2011 - August 2011
Greater Beloit Chamber of Commerce January 2011 - May 2011
Champaign Park Disctict May 2009 - August 2010
University of Illinois at Urbana-Champaign, Biomedical Imaging Facility September 2009 - December 2009
Skills
Research, Microsoft Excel, Economics, Microsoft Office, Data Analysis, PowerPoint, Financial Modeling, Project Planning, Entrepreneurship, HTML, Statistics, HTML + CSS, Word, Sales, Public Relations, Microsoft Word, Econometrics, WordPress, SAS, OS X, Focus Groups, Minitab, jQuery, Bloomberg Terminal, Bloomberg Software, Surveying, Google Docs, Tableau, Pivot Tables, Teradata, SQL, Microstrategy, MapPoint, Private Equity, Due Diligence
Education
Training The Street 2014 — 2014
Core Comprehensive Financial Modeling Seminar
Beloit College 2009 — 2013
BA, Major: Economics, Minors: Environmental Studies and Political Science
Associated Colleges of the Midwest 2012 — 2012
Entrepreneurship and Business
Butler University 2011 — 2011
Non-Degree Track
Centennial High School 2006 — 2009
Heather Lorence Heather Lorence's ARTIO GLOBAL Experience 2011 - 2011
Job Design Consultant at BoConcept A/S
Industry Design
Experience
BoConcept A/S January 2015 - March 2015
Bloomberg LP May 2012 - May 2014
SIFMA April 2012 - April 2012
Rockefeller Financial March 2012 - April 2012
Sudler & Hennessey January 2012 - March 2012
ARTIO GLOBAL 2011 - 2011
Skills
Microsoft Excel, Customer Service, Social Media, PowerPoint, Adobe Creative Suite, Public Speaking, Youth Mentoring, Interior Design, Photoshop, Client Facing Skills, Bloomberg Terminal, Multi Tasking, Fundraising, Salesforce.com, Research, Sales, Event Planning, Decoration, Social Media Marketing, Editing, Microsoft Office, Financial Markets, Meeting Planning, Real Estate, Interior Decorating, Home Decor
Education
Hobart and William Smith Colleges
Bachelor of Arts, Art History
The Nightingale-Bamford School
Highschool Diploma
BoConcept A/S January 2015 - March 2015
Bloomberg LP May 2012 - May 2014
SIFMA April 2012 - April 2012
Rockefeller Financial March 2012 - April 2012
Sudler & Hennessey January 2012 - March 2012
ARTIO GLOBAL 2011 - 2011
Skills
Microsoft Excel, Customer Service, Social Media, PowerPoint, Adobe Creative Suite, Public Speaking, Youth Mentoring, Interior Design, Photoshop, Client Facing Skills, Bloomberg Terminal, Multi Tasking, Fundraising, Salesforce.com, Research, Sales, Event Planning, Decoration, Social Media Marketing, Editing, Microsoft Office, Financial Markets, Meeting Planning, Real Estate, Interior Decorating, Home Decor
Education
Hobart and William Smith Colleges
Bachelor of Arts, Art History
The Nightingale-Bamford School
Highschool Diploma
Dana Mosello-Castellucci Dana Mosello-Castellucci's ARTIO GLOBAL Experience September 2010 - September 2011
Job Photographer Purple Elephant Photo, LLC
Industry Photography
Experience
Purple Elephant Photo, LLC August 2008 - Present
Pentegra Retirement Services November 2011 - December 2013
ARTIO GLOBAL September 2010 - September 2011
Alliance Bernstein 2006 - November 2010
Skills
Bloomberg, Mutual Funds, Hedge Funds, Equities, Fixed Income, Investments, Securities, Asset Allocation, Series 63, Financial Services, Middle Office, Alternative Investments, Investment Strategies, Trading, Market Data, Investment Management, Retirement Planning, Relationship Management, Bonds, Wealth Management
Education
Fordham University 2001 — 2005
2005, Finance & Marketing
Westchester Community College
Westchester Community College
Purple Elephant Photo, LLC August 2008 - Present
Pentegra Retirement Services November 2011 - December 2013
ARTIO GLOBAL September 2010 - September 2011
Alliance Bernstein 2006 - November 2010
Skills
Bloomberg, Mutual Funds, Hedge Funds, Equities, Fixed Income, Investments, Securities, Asset Allocation, Series 63, Financial Services, Middle Office, Alternative Investments, Investment Strategies, Trading, Market Data, Investment Management, Retirement Planning, Relationship Management, Bonds, Wealth Management
Education
Fordham University 2001 — 2005
2005, Finance & Marketing
Westchester Community College
Westchester Community College
Sushant Raj Mathur's ARTIO GLOBAL Experience June 2009 - May 2013
Job
Industry Investment Banking
Experience
Fortress Investment Group Senior System EngineerFortress Investment GroupNovember 2014 - Present
Aberdeen Asset Management May 2013 - November 2014
ARTIO GLOBAL June 2009 - May 2013
Artio Global Investors May 2008 - June 2009
Julius Baer January 2007 - April 2008
Merrill Lynch March 2005 - December 2006
Baltimore County Public Schools August 2001 - March 2005
IP Optical Inc. April 2001 - August 2001
vantel 1995 - 2000
Skills
VMware, Active Directory, Disaster Recovery, Citrix, Technical Architecture, Veritas, Storage Area Networks, Routers, Firewalls, Networking, Microsoft Exchange, Integration, Virtualization, Cisco Technologies, Servers, SAN, VMware ESX, System Deployment, System Administration
Education
Nagpur University 1995 — 1999
Bachelor of Engineering, Computer Technology
Fortress Investment Group Senior System EngineerFortress Investment GroupNovember 2014 - Present
Aberdeen Asset Management May 2013 - November 2014
ARTIO GLOBAL June 2009 - May 2013
Artio Global Investors May 2008 - June 2009
Julius Baer January 2007 - April 2008
Merrill Lynch March 2005 - December 2006
Baltimore County Public Schools August 2001 - March 2005
IP Optical Inc. April 2001 - August 2001
vantel 1995 - 2000
Skills
VMware, Active Directory, Disaster Recovery, Citrix, Technical Architecture, Veritas, Storage Area Networks, Routers, Firewalls, Networking, Microsoft Exchange, Integration, Virtualization, Cisco Technologies, Servers, SAN, VMware ESX, System Deployment, System Administration
Education
Nagpur University 1995 — 1999
Bachelor of Engineering, Computer Technology
Laura Krassner's ARTIO GLOBAL Experience March 2011 - May 2012
Job Director of Client Services at Corsis, Senior Program Manager and Experienced Business Consultant
Industry Information Technology and Services
Experience
Corsis January 2014 - Present
Stache & Associates September 2012 - December 2013
ARTIO GLOBAL March 2011 - May 2012
Alvarez and Marsal July 2007 - September 2010
Protiviti June 2006 - August 2006
Skills
Management Consulting, Strategic Planning, Performance Improvement, Process Improvement, Program Management, Change Management, Business Process..., Financial Analysis, Financial Modeling, Business Strategy, Mergers & Acquisitions, Data Analysis, IT Strategy, Business Analysis, Strategy, Risk Management, Corporate Finance, Due Diligence, Organizational Behavior
Education
State University of New York at Binghamton 2004 — 2007
B.S. Management, Finance
Golden Bridge Yoga
KRI Level 1 Certified Kundalini Yoga and Meditation Teacher, Yoga Teacher Training/Yoga Therapy
Corsis January 2014 - Present
Stache & Associates September 2012 - December 2013
ARTIO GLOBAL March 2011 - May 2012
Alvarez and Marsal July 2007 - September 2010
Protiviti June 2006 - August 2006
Skills
Management Consulting, Strategic Planning, Performance Improvement, Process Improvement, Program Management, Change Management, Business Process..., Financial Analysis, Financial Modeling, Business Strategy, Mergers & Acquisitions, Data Analysis, IT Strategy, Business Analysis, Strategy, Risk Management, Corporate Finance, Due Diligence, Organizational Behavior
Education
State University of New York at Binghamton 2004 — 2007
B.S. Management, Finance
Golden Bridge Yoga
KRI Level 1 Certified Kundalini Yoga and Meditation Teacher, Yoga Teacher Training/Yoga Therapy
Srinivas Kolla's ARTIO GLOBAL Experience January 2011 - Present
Job Sr Desktop Engineer
Industry Information Technology and Services
Experience
ARTIO GLOBAL January 2011 - Present
ING Investment Management November 2009 - December 2010
TD Bank February 2009 - October 2009
ING Investment Management January 2008 - February 2009
Pfizer August 2007 - December 2007
Novell August 2006 - August 2007
Commerce Bank January 2006 - August 2006
Lord Abbett April 2005 - January 2006
Long Island Bus December 2004 - April 2005
Skills
Application..., InstallShield, App-V, Citrix, System Deployment, VBScript, SCCM, VMware, Active Directory, Patch Management, Orca, Wise Installer, Citrix Metaframe, Virtualization, SMS, Software Installation, System Administration, Software Distribution, Technical Support, Zenworks, Windows 7, MSI, Powershell, Altiris, Windows Server, Group Policy, Application Lifecycle..., Application Packaging, VMware ESX
Education
Texas Tech University 2001 — 2003
Masters, Engineering
Jawaharlal Nehru Technological University 1997 — 2001
Bachelors, Engineering
ARTIO GLOBAL January 2011 - Present
ING Investment Management November 2009 - December 2010
TD Bank February 2009 - October 2009
ING Investment Management January 2008 - February 2009
Pfizer August 2007 - December 2007
Novell August 2006 - August 2007
Commerce Bank January 2006 - August 2006
Lord Abbett April 2005 - January 2006
Long Island Bus December 2004 - April 2005
Skills
Application..., InstallShield, App-V, Citrix, System Deployment, VBScript, SCCM, VMware, Active Directory, Patch Management, Orca, Wise Installer, Citrix Metaframe, Virtualization, SMS, Software Installation, System Administration, Software Distribution, Technical Support, Zenworks, Windows 7, MSI, Powershell, Altiris, Windows Server, Group Policy, Application Lifecycle..., Application Packaging, VMware ESX
Education
Texas Tech University 2001 — 2003
Masters, Engineering
Jawaharlal Nehru Technological University 1997 — 2001
Bachelors, Engineering
Nicolet Lubarsky's ARTIO GLOBAL Experience June 2012 - August 2013
Job Investment Marketing Specialist
Industry Financial Services
Experience
Man Group September 2013 - Present
ARTIO GLOBAL June 2012 - August 2013
Deutsche Bank Group March 2010 - June 2012
Lord Abbett February 2008 - December 2009
PFS Marketwyse 2006 - 2008
Workhouse Publicity 2006 - 2006
Education
Lehigh University 2004 — 2007
Bachelor of Arts (B.A.), Journalism
Man Group September 2013 - Present
ARTIO GLOBAL June 2012 - August 2013
Deutsche Bank Group March 2010 - June 2012
Lord Abbett February 2008 - December 2009
PFS Marketwyse 2006 - 2008
Workhouse Publicity 2006 - 2006
Education
Lehigh University 2004 — 2007
Bachelor of Arts (B.A.), Journalism
Nicholas Califano's ARTIO GLOBAL Experience February 2011 - December 2012
Job Cofounder at Yonkers Brewing Company
Industry Food & Beverages
Experience
Yonkers Brewing Company January 2012 - Present
ARTIO GLOBAL February 2011 - December 2012
Artio Global Management LLC (Formerly Julius Baer) May 2007 - January 2011
GE Commercial Finance May 2006 - June 2007
Skills
Fixed Income, Bloomberg, Equities, Hedge Funds, Alternative Investments, Asset Management, Securities, Portfolio Management, Mutual Funds, Investments, Asset Allocation, Series 7, Derivatives, Client Services, Bloomberg Terminal, Financial Analysis, Financial Modeling, Trading, Financial Markets, Business Analysis
Education
Fairfield University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Yonkers Brewing Company January 2012 - Present
ARTIO GLOBAL February 2011 - December 2012
Artio Global Management LLC (Formerly Julius Baer) May 2007 - January 2011
GE Commercial Finance May 2006 - June 2007
Skills
Fixed Income, Bloomberg, Equities, Hedge Funds, Alternative Investments, Asset Management, Securities, Portfolio Management, Mutual Funds, Investments, Asset Allocation, Series 7, Derivatives, Client Services, Bloomberg Terminal, Financial Analysis, Financial Modeling, Trading, Financial Markets, Business Analysis
Education
Fairfield University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Jason Coburn, CFA's ARTIO GLOBAL Experience September 2007 - December 2008
Job Regional Sales Director at Highland Capital Management
Industry Investment Management
Experience
Highland Capital Management, L.P. November 2012 - Present
Artio Global Management January 2009 - October 2012
ARTIO GLOBAL September 2007 - December 2008
OppenheimerFunds August 2005 - September 2007
OppenheimerFunds February 2004 - August 2005
InvestPrivate, Inc May 2003 - January 2004
Economists Incorporated June 2001 - May 2003
Board of Governors, The Federal Reserve Board of the United States April 2000 - May 2001
Skills
Separately Managed..., Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 65, Investment Management, Hedge Funds, Securities, Investment Strategies, Chartered Financial..., Sales Presentations, Client Presentation, Portfolio Assessment
Education
The George Washington University 1997 — 2001
BS, Economics
Mt. Hebron High School, Ellicott City, MD 1993 — 1997
Highland Capital Management, L.P. November 2012 - Present
Artio Global Management January 2009 - October 2012
ARTIO GLOBAL September 2007 - December 2008
OppenheimerFunds August 2005 - September 2007
OppenheimerFunds February 2004 - August 2005
InvestPrivate, Inc May 2003 - January 2004
Economists Incorporated June 2001 - May 2003
Board of Governors, The Federal Reserve Board of the United States April 2000 - May 2001
Skills
Separately Managed..., Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 65, Investment Management, Hedge Funds, Securities, Investment Strategies, Chartered Financial..., Sales Presentations, Client Presentation, Portfolio Assessment
Education
The George Washington University 1997 — 2001
BS, Economics
Mt. Hebron High School, Ellicott City, MD 1993 — 1997
Kenneth Corrado's ARTIO GLOBAL Experience 2007 - 2012
Job Chief Compliance Officer at Alpine Woods Capital Investors, LLC
Industry Investment Management
Experience
Alpine Woods Capital Investors, LLC 2013 - Present
Regulatory Consulting 2012 - 2013
ARTIO GLOBAL 2007 - 2012
Bank of New York 2000 - 2007
Prudential Financial 1987 - 2000
Skills
Hedge Funds, Mutual Funds, Fixed Income, Equities, Derivatives, Operational Risk, Investment Company Act, KYC, OFAC, Foreign Exchange, Investment Advisers Act, ERISA, Operations Management, Investment Advisor..., Anti Money Laundering, Wrap Accounts, International Investment, Code of Ethics, Investment Management, New Product..., Futures, Asset Management
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (BA), Economics
Paramus Catholic
Alpine Woods Capital Investors, LLC 2013 - Present
Regulatory Consulting 2012 - 2013
ARTIO GLOBAL 2007 - 2012
Bank of New York 2000 - 2007
Prudential Financial 1987 - 2000
Skills
Hedge Funds, Mutual Funds, Fixed Income, Equities, Derivatives, Operational Risk, Investment Company Act, KYC, OFAC, Foreign Exchange, Investment Advisers Act, ERISA, Operations Management, Investment Advisor..., Anti Money Laundering, Wrap Accounts, International Investment, Code of Ethics, Investment Management, New Product..., Futures, Asset Management
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (BA), Economics
Paramus Catholic
Jamie Dickson, CIPM's ARTIO GLOBAL Experience 2011 - 2013
Job Performance Measurement / GIPS
Industry Investment Management
Experience
ARTIO GLOBAL 2011 - 2013
MD Sass 2006 - 2011
Prudential Financial 1990 - October 2006
Skills
Equities, Asset Management, Fixed Income, Mutual Funds, Hedge Funds, Investments, Alternative Investments, Bloomberg, Factset, Statpro, GIPS Compliance, Performance Measurement, Investment Management
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
Bachelor of Science (B.S.), Finance
ARTIO GLOBAL 2011 - 2013
MD Sass 2006 - 2011
Prudential Financial 1990 - October 2006
Skills
Equities, Asset Management, Fixed Income, Mutual Funds, Hedge Funds, Investments, Alternative Investments, Bloomberg, Factset, Statpro, GIPS Compliance, Performance Measurement, Investment Management
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
Bachelor of Science (B.S.), Finance
Matthew Chodos's ARTIO GLOBAL Experience September 2008 - May 2013
Job Director FP&A BlackRock Alternatives and Institutional Client Business
Industry Financial Services
Experience
BlackRock June 2013 - Present
ARTIO GLOBAL September 2008 - May 2013
Morgan Stanley September 2005 - September 2008
The Bank of New York December 2000 - September 2005
KPMG September 1998 - December 2000
Skills
Financial Analysis, Financial Reporting, Corporate Development, Business Planning, Strategic Financial..., Financial Planning, Accounting, Business Strategy, Forecasting, Budgeting, Strategic Planning, Investor Relations, Asset Managment, IPO, Capital Budgeting, Mergers & Acquisitions, Due Diligence, Asset Management, Budgets, Finance, Financial Modeling, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance / Economics
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
BBA, Finance and Accounting
BlackRock June 2013 - Present
ARTIO GLOBAL September 2008 - May 2013
Morgan Stanley September 2005 - September 2008
The Bank of New York December 2000 - September 2005
KPMG September 1998 - December 2000
Skills
Financial Analysis, Financial Reporting, Corporate Development, Business Planning, Strategic Financial..., Financial Planning, Accounting, Business Strategy, Forecasting, Budgeting, Strategic Planning, Investor Relations, Asset Managment, IPO, Capital Budgeting, Mergers & Acquisitions, Due Diligence, Asset Management, Budgets, Finance, Financial Modeling, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance / Economics
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
BBA, Finance and Accounting
Stan O'Marra's ARTIO GLOBAL Experience March 2007 - September 2011
Job Chief Data Officer at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2013 - Present
CohnReznick LLP May 2012 - April 2013
ARTIO GLOBAL March 2007 - September 2011
Julius Baer November 2000 - March 2007
Dime Savings Bank March 1998 - November 2000
Credit Lyonnais December 1996 - March 1998
ING 1996 - 1996
Spear, Leeds & Kellogg 1990 - 1996
Pershing 1981 - 1990
Skills
T24 (Globus), Charles River, Eagle Investment Systems, MAS 500, MS Office Suite, Infogix, Concur, MAS500, Charles River IMS, Finance, Vendor Management, Data Management, Financial Analysis, Microsoft Office, Equities, Program Management, Governance, Financial Risk, Analytics, Account Reconciliation, Strategy, Business Analysis, Banking, Business Process, Analysis, Financial Services, Accounting, Project Planning, Data Warehousing, Investments
Education
Fordham University, Graduate School of Business
MBA, Finance
New York University
BS, Accounting
MassMutual Financial Group April 2013 - Present
CohnReznick LLP May 2012 - April 2013
ARTIO GLOBAL March 2007 - September 2011
Julius Baer November 2000 - March 2007
Dime Savings Bank March 1998 - November 2000
Credit Lyonnais December 1996 - March 1998
ING 1996 - 1996
Spear, Leeds & Kellogg 1990 - 1996
Pershing 1981 - 1990
Skills
T24 (Globus), Charles River, Eagle Investment Systems, MAS 500, MS Office Suite, Infogix, Concur, MAS500, Charles River IMS, Finance, Vendor Management, Data Management, Financial Analysis, Microsoft Office, Equities, Program Management, Governance, Financial Risk, Analytics, Account Reconciliation, Strategy, Business Analysis, Banking, Business Process, Analysis, Financial Services, Accounting, Project Planning, Data Warehousing, Investments
Education
Fordham University, Graduate School of Business
MBA, Finance
New York University
BS, Accounting
Jason Carr's ARTIO GLOBAL Experience June 2010 - August 2012
Job Fund Administration Fund Operations Professional
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2014 - Present
AB February 2013 - March 2014
J.P. Morgan January 2013 - February 2013
ARTIO GLOBAL June 2010 - August 2012
AB August 2006 - June 2010
State Street June 2005 - August 2006
Pulte Group, Inc. January 2005 - June 2005
Skills
Mutual Funds, Equities, Bloomberg, Securities, Investments, Microsoft Excel, PowerPoint, Financial Reporting, Fixed Income, Charles River IMS, Interest Rate..., Credit Derivatives, Fund Administration, Fund Accounting, Corporate Actions, FAS 157, NSAR, FAS 161, Security Valuation, Confluence, Asset Allocation, Bonds, Bloomberg Terminal, Middle Office, Financial Services, Financial Statements, Fund Of Funds, Derivatives, Valuation, Account Reconciliation, Settlement, Trading
Education
Rutgers Business School 2003 — 2005
Bachelor of Science (B.S.), Finance, General
J.P. Morgan Asset Management March 2014 - Present
AB February 2013 - March 2014
J.P. Morgan January 2013 - February 2013
ARTIO GLOBAL June 2010 - August 2012
AB August 2006 - June 2010
State Street June 2005 - August 2006
Pulte Group, Inc. January 2005 - June 2005
Skills
Mutual Funds, Equities, Bloomberg, Securities, Investments, Microsoft Excel, PowerPoint, Financial Reporting, Fixed Income, Charles River IMS, Interest Rate..., Credit Derivatives, Fund Administration, Fund Accounting, Corporate Actions, FAS 157, NSAR, FAS 161, Security Valuation, Confluence, Asset Allocation, Bonds, Bloomberg Terminal, Middle Office, Financial Services, Financial Statements, Fund Of Funds, Derivatives, Valuation, Account Reconciliation, Settlement, Trading
Education
Rutgers Business School 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Michael Cunha's ARTIO GLOBAL Experience June 2010 - August 2010
Job Quality Analyst at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group June 2014 - Present
Princeton University January 2013 - January 2014
Kennedy Health System July 2012 - January 2013
Central Jersey Blood Center September 2011 - March 2012
ARTIO GLOBAL June 2010 - August 2010
NJ State Police June 2006 - August 2006
Skills
Operating Systems, Laptops, Software Installation, Help Desk Support, Computer Repair, IT Service Management, Desktop Computers, Troubleshooting, Windows 7, Windows 95, Windows Vista, Windows XP Pro
Education
Penn State University 2006 — 2010
UnitedHealth Group June 2014 - Present
Princeton University January 2013 - January 2014
Kennedy Health System July 2012 - January 2013
Central Jersey Blood Center September 2011 - March 2012
ARTIO GLOBAL June 2010 - August 2010
NJ State Police June 2006 - August 2006
Skills
Operating Systems, Laptops, Software Installation, Help Desk Support, Computer Repair, IT Service Management, Desktop Computers, Troubleshooting, Windows 7, Windows 95, Windows Vista, Windows XP Pro
Education
Penn State University 2006 — 2010
Yiru Shen's ARTIO GLOBAL Experience March 2010 - May 2013
Job Tax Reporting & Compliance Manager at GFI Group
Industry Financial Services
Experience
GFI Group July 2013 - Present
ARTIO GLOBAL March 2010 - May 2013
Citi August 2007 - March 2009
KPMG Peat Marwick January 2001 - August 2007
Skills
Tax, CPA, Financial Reporting, Accounting, Tax Accounting, Corporate Tax, Tax Advisory, Tax Research, Financial Services, Income Tax, Partnership Taxation
Education
Binghamton University - School of Management 1998 — 2000
M.S., Accounting
Shanghai Jiao Tong University 1991 — 1995
B.S., International Business
GFI Group July 2013 - Present
ARTIO GLOBAL March 2010 - May 2013
Citi August 2007 - March 2009
KPMG Peat Marwick January 2001 - August 2007
Skills
Tax, CPA, Financial Reporting, Accounting, Tax Accounting, Corporate Tax, Tax Advisory, Tax Research, Financial Services, Income Tax, Partnership Taxation
Education
Binghamton University - School of Management 1998 — 2000
M.S., Accounting
Shanghai Jiao Tong University 1991 — 1995
B.S., International Business
Gary Fluker's ARTIO GLOBAL Experience April 2004 - March 2009
Job Consultant at Bank America Merrill Lynch
Industry Financial Services
Experience
Bank America Merrill Lynch April 2012 - Present
MathInvestDecisions, Inc. March 2009 - March 2012
ARTIO GLOBAL April 2004 - March 2009
Julius Baer 2004 - 2009
CIBC World Markets November 2000 - August 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Skills
Bloomberg, Equities, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Private Equity, Securities, Investment Management, Asset Allocation, Investments, Mutual Funds, ETFs, Equity Research, Asset Managment, Trading
Education
University of Maryland College Park 1996 — 1999
Bachelor of Arts, Economics
University of Pittsburgh 1994 — 1996
Bank America Merrill Lynch April 2012 - Present
MathInvestDecisions, Inc. March 2009 - March 2012
ARTIO GLOBAL April 2004 - March 2009
Julius Baer 2004 - 2009
CIBC World Markets November 2000 - August 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Skills
Bloomberg, Equities, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Private Equity, Securities, Investment Management, Asset Allocation, Investments, Mutual Funds, ETFs, Equity Research, Asset Managment, Trading
Education
University of Maryland College Park 1996 — 1999
Bachelor of Arts, Economics
University of Pittsburgh 1994 — 1996
Andra Reardon's ARTIO GLOBAL Experience July 2005 - September 2011
Job Marketing Communications
Industry Investment Management
Experience
ARTIO GLOBAL July 2005 - September 2011
Fred Alger Management 2000 - 2003
Fred Alger Management 1998 - 2000
Christie's 1997 - 1998
Skills
Bloomberg, Portfolio Management, Hedge Funds, Financial Services, Advertising, Product Development, Alternative Investments, Media Relations, Management, Sales, Marketing Communications, Marketing Strategy, Marketing, ETFs, Market Analysis, Institutional...
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2005
Mount Holyoke College
ARTIO GLOBAL July 2005 - September 2011
Fred Alger Management 2000 - 2003
Fred Alger Management 1998 - 2000
Christie's 1997 - 1998
Skills
Bloomberg, Portfolio Management, Hedge Funds, Financial Services, Advertising, Product Development, Alternative Investments, Media Relations, Management, Sales, Marketing Communications, Marketing Strategy, Marketing, ETFs, Market Analysis, Institutional...
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2005
Mount Holyoke College
Craig Giunta's ARTIO GLOBAL Experience 2001 - 2010
Job Investment Management Professional
Industry Investment Management
Experience
ARTIO GLOBAL 2001 - 2010
Neuberger Berman 1994 - 2001
Education
Boston University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
ARTIO GLOBAL 2001 - 2010
Neuberger Berman 1994 - 2001
Education
Boston University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Freddy Lujan's ARTIO GLOBAL Experience July 2008 - February 2009
Job Vice President, Financial Reporting at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2010 - Present
OSG Ship Management February 2009 - September 2010
ARTIO GLOBAL July 2008 - February 2009
Lehman Brothers August 2005 - July 2008
Deloitte October 2000 - August 2005
Skills
Financial Reporting, SEC Financial Reporting, Budget, XBRL, Financial Audits, Sarbanes-Oxley Act, US GAAP, CPA, Financial Accounting, Finance, External Audit, Insurance, Budgets
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), Accounting
Goldman Sachs September 2010 - Present
OSG Ship Management February 2009 - September 2010
ARTIO GLOBAL July 2008 - February 2009
Lehman Brothers August 2005 - July 2008
Deloitte October 2000 - August 2005
Skills
Financial Reporting, SEC Financial Reporting, Budget, XBRL, Financial Audits, Sarbanes-Oxley Act, US GAAP, CPA, Financial Accounting, Finance, External Audit, Insurance, Budgets
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), Accounting
Sharon Manza's ARTIO GLOBAL Experience July 2008 - August 2013
Job Formerly Associate Director at MacKay Shields LLC
Industry Investment Management
Experience
MacKay Shields LLC September 2013 - February 2015
ARTIO GLOBAL July 2008 - August 2013
Lazard Asset Management LLC February 2005 - July 2008
Invesco March 1999 - February 2005
Skills
Investment Management, Mutual Funds, Fixed Income, Equities, Hedge Funds, Asset Allocation, Bloomberg, Alternative Investments, Portfolio Management
Education
Pace University
Bachelor of Arts (BA), Economics
MacKay Shields LLC September 2013 - February 2015
ARTIO GLOBAL July 2008 - August 2013
Lazard Asset Management LLC February 2005 - July 2008
Invesco March 1999 - February 2005
Skills
Investment Management, Mutual Funds, Fixed Income, Equities, Hedge Funds, Asset Allocation, Bloomberg, Alternative Investments, Portfolio Management
Education
Pace University
Bachelor of Arts (BA), Economics
Christine Zakhary's ARTIO GLOBAL Experience December 2010 - November 2012
Job
Industry Financial Services
Experience
ARTIO GLOBAL December 2010 - November 2012
Franklin Templeton Investments May 2006 - December 2010
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
ARTIO GLOBAL December 2010 - November 2012
Franklin Templeton Investments May 2006 - December 2010
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General