Barclays Company
Industry: Financial services company
DescriptionBarclays plc is a British multinational investment bank and financial services company headquartered in London. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management. Customer service: 0345 734 5345 Headquarters: London CEO: Jes Staley (1 Dec 2015–) Subsidiaries: Barclaycard, Barclays Investment Bank,
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Barclays Employees
Barclays June 2013 - Present
Colgate University January 2011 - May 2013
Alvarez & Marsal May 2012 - July 2012
Alvarez & Marsal May 2011 - June 2011
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Mathematical Economics, 3.67
Tuck School of Business at Dartmouth 2009 — 2013
Tuck Business Bridge Program
Amazon July 2014 - Present
University of Pennsyvania February 2014 - May 2014
University of Pennsylvania September 2013 - December 2013
University of Pennsylvania November 2012 - October 2013
Barclays June 2013 - August 2013
Oracle Financial Services June 2010 - July 2010
Skills
C++, Java, Python, Databases, Programming, Eclipse, C, Data Analysis, Microsoft Office, Algorithms
Education
University of Pennsylvania 2012 — 2014
Masters, Computer and Information Sciences, General
College of Engineering Pune 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Engineering
William Somerville, Inc. January 2013 - Present
Barclays June 2014 - December 2014
Barclays September 2012 - June 2014
Barclays April 2012 - June 2012
William Somerville, Inc. July 2011 - August 2011
Barclays 2008 - 2010
Manhattan Woods Golf Club June 2007 - August 2007
US Congresswoman Carolyn Maloney July 2006 - August 2006
Skills
Financial Risk, Due Diligence, Analysis, CRM, Financial Analysis, Banking, KYC, Credit Risk, Risk Management, Integration, Commercial Banking, Portfolio Management, Payment Services, Strategy, Business Development, Business Analysis, Leadership, Project Management, Valuation, Financial Services, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2016
General Management and Strategy
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
University of Maryland - Robert H. Smith School of Business 2008 — 2011
Bachelor of Science (B.S.), International Business
Fudan University
KKR August 2015 - Present
Barclays January 2015 - August 2015
Barclays March 2012 - January 2015
Barclays July 2010 - March 2012
Investment Technology Group (ITG) June 2009 - July 2009
Viacom January 2009 - May 2009
Skills
Performance Management, Compensation, Talent Management, Deferred Compensation, Employee Relations, Recruiting, PeopleSoft, Employee Engagement, Data Analysis, HRIS, PowerPoint, Onboarding, Succession Planning, Human Resources, Personnel Management, Talent Acquisition, Compensation Strategies, Strategic Human...
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2007 — 2010
BS, Industrial and Labor Relations
Barclays July 2015 - Present
KBW June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research, Social Networking, Facebook, Teamwork, Event Planning
Education
Colgate University 2011 — 2015
Bachelor's Degree, Economics
Barclays February 2015 - Present
MGM Resorts International March 2013 - November 2014
Caesars February 2010 - May 2013
Citi July 2007 - April 2008
Wells Fargo Advisors September 2005 - April 2007
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Tax, Microsoft Word, Financial Accounting, Internal Controls, QuickBooks, PowerPoint, Accounts Payable, Budgets, Bookkeeping, Access, Outlook, Banking, Customer Service, Managing Finances, Team Building
Education
University of Phoenix 2013 — 2015
Bachelor's degree, Accounting
College of Southern Nevada 2003 — 2013
Present, Accounting and Business/Management
Las Vegas Academy of Performing Arts 1999 — 2002
High School Diploma, Spanish Language and Literature
Williams-Sonoma, Inc. April 2013 - Present
Williams-Sonoma, Inc. October 2012 - Present
Barclaycard July 2015 - September 2015
Barclays July 2015 - September 2015
Williams-Sonoma, Inc. October 2014 - December 2014
Wells Fargo Bank September 2004 - October 2012
Skills
Credit, Banking, Deposits, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Data Entry, 10 Key, Loans, Call Centers, Accounts Receivable, Customer Satisfaction, Telephone Skills, Spreadsheets, Credit Cards, PowerPoint, Sales, Outlook, Teamwork
Education
University of Nevada-Las Vegas 2008 — 2015
Bachelor of Arts, Criminal Justice
College of Southern Nevada 2004 — 2008
Associate's degree, General Studies
Barclays September 2015 - Present
BTG Pactual June 2015 - August 2015
BR Partners Banco de Investimento S/A January 2013 - June 2014
BR PARTNERS January 2011 - December 2012
Vector Investimentos May 2010 - August 2010
Universidade de São Paulo August 2009 - December 2009
Skills
Java, SQL, C#, C, JavaScript, HTML, CSS, VBA, Streambase, R, MySQL, Microsoft SQL Server, Microsoft Excel, Linux, Amazon Web Services, Amazon EC2, Node.js, Equity Derivatives, Options, Trading, Machine Learning, Data Analysis, Software Development, Microsoft Office
Education
Columbia Engineering 2014 — 2015
MS in Operations Research, 4.0 Ongoing GPA
Universidade de São Paulo 2008 — 2012
Computer Engineering, Grades in top 5% (8.5/10 GPA)
Credit Suisse September 2014 - Present
Barclays August 2012 - August 2014
Hispanic Heritage Foundation November 2010 - May 2012
Barclays Capital May 2011 - August 2011
Sponsors for Educational Opportunity May 2011 - August 2011
U.S. House of Representatives July 2010 - August 2010
MIBANCO, a Division of Bank of Camden June 2009 - June 2010
Skills
Fluent in Spanish, Bloomberg, Factset, Spanish, Microsoft Office, Investment Banking, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Economics, Data Analysis, Financial Modeling, Microsoft Excel, Finance, Valuation, Analysis, Alternative Investments, Bloomberg Terminal
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2012
Bachelor of Science (BS), Finance
College of Charleston 2008 — 2009
International Business
Barclays September 2013 - Present
Barclays Capital April 2009 - October 2013
Barclays Capital May 2007 - March 2009
Barclays Capital July 2004 - May 2007
Mizuho Securities Co., Ltd. February 1995 - August 2002
Skills
Teamwork, Follow-through Skills, Analytical Skills, Organizational..., High Level Of Accuracy, Organization &..., Project Coordination, Client Liaison, Project Management, Settlement, Middle Office, Fixed Income, Trading, Asset Management, Prime Brokerage, Back Office, Market Data, Financial Services, Options, Structured Finance, Surveillance, Risk Management, Information Risk, Equities, Data Loss Protection, Cybercrime, Compliance, Capital Markets, Forensic Analysis, Compliance Management
Education
Italy
Elementary School Teacher, Grammar School
John Jay College of Criminal Justice
Bachelor's degree, Criminal Justice/Police Science
Barclays July 2015 - Present
J.P. Morgan June 2014 - August 2014
Core Capital Group May 2012 - August 2012
Skills
Valuation, Investments, Investment Banking, Business Development, Research, Facebook, Economics, Marketing, Financial Analysis, Venture Capital, Financial Modeling, Mergers & Acquisitions, Private Equity, Corporate Finance, Strategic Planning, Microsoft Excel, Corporate Development, New Business Development, Public Speaking, Business Strategy, Due Diligence, Market Research, Finance
Education
Indiana University - Kelley School of Business 2012 — 2015
Bachelor of Arts (B.A.), Accounting and Finance
Colorado College 2010 — 2012
Bachelor of Arts (B.A.), Economics
The Hyde School 2008 — 2010
CVC Capital Partners September 2014 - Present
Barclays August 2013 - August 2014
Credit Agricole Corporate & Investment Bank July 2012 - July 2013
MF Global July 2011 - November 2011
Skills
Investment Banking, Java, Financial Modeling, LBO, SQL, M&A analysis, Debt & Equity Financing, M&A Modeling, Private Equity
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
B. Sc., Industrial Engineering and Operations Research
Peddie School 2004 — 2007
High School Diploma
Barclays July 2015 - Present
Department of Economics - Colgate University January 2015 - May 2015
Barclays Investment Bank June 2014 - August 2014
Littlejohn & Co June 2013 - July 2013
Wee Burn Country Club July 2010 - August 2012
Skills
Mathematics, Economics, Microsoft Excel, Triathlon, PowerPoint, Research
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Economics
London School of Economics and Political Science 2013 — 2013
Summer School, International Economics and Financial Markets
Darien High School 2007 — 2011
Barclaycard September 2015 - Present
Barclays February 2014 - Present
HSBC Card Services 2000 - 2007
Skills
Auditing, Credit, Management, Quality Assurance, Loans
Education
College of DuPage
A.A, Liberal Arts, Business Administration and Management, General
Barclays June 2015 - Present
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Bachelor of Science (B.S.)
Claremont McKenna College 2011 — 2012
International School Manila 2007 — 2011
International Baccalaureate Diploma
Kirkland & Ellis LLP October 2015 - Present
Simpson Thacher & Bartlett LLP October 2013 - Present
Barclays July 2014 - November 2014
Barington Capital Group February 2013 - May 2013
Simpson Thacher & Bartlett LLP May 2012 - August 2012
Ms. JD 2012 - 2012
The NY/NJ Port Authority May 2011 - August 2011
Booz Allen Hamilton June 2009 - August 2010
US Army May 2006 - May 2009
MIT Summer Research Program May 2008 - August 2008
Skills
Analytics, Legal Research, Consultancy, Program Management, Management, Mergers & Acquisitions, Training, Private Equity, Finance, Analysis, Due Diligence, Corporate Law
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Private Equity
Columbia University School of Law 2010 — 2013
JD, Law
Columbia University 2005 — 2009
Bachelor of Science (B.Sc.), Chemical Engineering
KCG Holdings, Inc. April 2009 - Present
Barclays September 2008 - April 2009
Lehman Brothers August 1996 - September 2008
Skills
Prime Brokerage, Equities, Series 7, Securities, Fixed Income, Series 63, Risk Management, Capital Markets, Financial Services, Series 24, series 27, FINRA, Settlement, Trading Systems, Options, Electronic Trading, Trading, Hedge Funds, Derivatives, Equity Trading, Financial Markets, FX Options
Education
Penn State University 2014 — 2016
Master of Business Administration (M.B.A.)
Colorado Technical University 2004 — 2007
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Sky Lake Partners July 2013 - Present
Nomura Securities September 2013 - October 2014
Barclays February 2010 - September 2013
Morgan Stanley 1997 - 2008
Bear Stearns 1993 - 1995
Skills
Real Estate Investor
Education
The Wharton School, University of Pennsylvania 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Colgate University 1989 — 1993
Bachelor of Science (BS), Economics
Barclays June 2012 - Present
Crédit Agricole Corporate and Investment Bank July 2011 - July 2012
Skills
Equities, Spanish, Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Fixed Income, Bloomberg, Microsoft Visio, Data Analysis, Financial Analysis
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Spanish Language and Literature, Pre-Medicine
Barclays October 2013 - Present
Deloitte Consulting August 2012 - October 2013
UBS Investment Bank June 2011 - August 2011
Quad Capital LLC July 2010 - August 2010
Education
Colgate University 2008 — 2012
Bachelor of Arts, Mathematical Economics
The Institute for the International Education of Students 2010 — 2011
The D. E. Shaw Group September 2013 - Present
Barclays June 2012 - August 2013
Barclays Capital June 2011 - August 2011
UBS October 2010 - December 2010
Nexon June 2010 - August 2010
Education
Columbia College (NY) 2008 — 2012
BA, Financial Economics
Barclays June 2015 - Present
Skills
Trading Systems, Equities, Trading, Market Data, Electronic Trading, Unix, FX trading, FX Options, Equity Derivatives, Foreign Exchange, Low Latency, Integration, Data Center, Disaster Recovery, Solaris, Software Project..., Business Analysis
Education
City University of New York-Hunter College 1994 — 1997
Bachelor of Arts (B.A.)
AIG April 2011 - Present
Barclays April 2007 - April 2011
NTT DATA 2003 - 2007
Merck-Medco 1996 - 2003
CSX 1993 - 1996
PriceWaterhouseCoopers 1990 - 1993
Accenture 1987 - 1990
Skills
IT Strategy, Business Process..., Information Technology, Governance, SOA, BPO, Organization, IT Risk Management, SDLC, Business Process..., PMO, Program Management, Outsourcing, IT Management, Process Engineering, Process Improvement, Change Management, Business Analysis, Business Intelligence, Project Portfolio..., Leadership, Cross-functional Team..., Data Center, Management, Vendor Management, Project Management, Software Development, Cloud Computing, Enterprise Architecture, Strategy, Software Project..., Data Warehousing, Enterprise Software
Education
Clarkson University
BS
William Paterson University of New Jersey
MBA
TitleVest July 2014 - Present
Barclays September 2010 - June 2014
Cushman & Wakefield (C&W) 2002 – 2010 October 2009 - July 2010
Cushman & Wakefield (C&W) 2002 – 2010 November 2008 - September 2009
Cushman & Wakefield (C&W) 2002 – 2010 January 2006 - October 2008
Cushman & Wakefield (C&W) 2002 – 2010 June 2003 - December 2005
Cushman & Wakefield (C&W) 2002 – 2010 May 2002 - May 2003
METROPOLITAN LIFE INSURANCE (METLIFE) November 1999 - April 2002
ERNST & YOUNG LLP August 1998 - November 1999
ERNST & YOUNG LLP May 1996 - August 1998
Skills
Process Improvement, Cost Management, Performance Management, Business Transformation, Strategic Planning, Due Diligence, Contract Negotiation, Business Process..., Strategy, Business Planning
Education
Columbia University - Columbia Business School 1993 — 1994
MBA
New York University 1984 — 1987
BA
Montclair Kimberley Academy
Barclays 2014 - 2014
BNY Mellon 2013 - 2013
BNY Mellon 2012 - 2012
Citigroup 2007 - 2010
Bear Stearns 2004 - 2007
Bear Stearns 2002 - 2004
McKinsey & Co 1999 - 2002
McKinsey & Company 1998 - 1998
IMI Bank (Lux) 1993 - 1997
Skills
IT Strategy, Project Portfolio..., Program Management, Management Consulting, Strategy, Re-engineering, Governance, Portfolio Management, Project Management, PMO, Risk Management, Management, Software Development, Vendor Management, Data Transformation, Global Delivery, Business Analysis, Fixed Income, Strategic Planning, Execution Management, Problem Solving, IT Governance, Capital Markets, Execution Management..., Financial Services, Transformation, Compliance Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Università di Pisa 1988 — 1993
Laurea
Barclays December 2014 - Present
Guggenheim Securities July 2013 - November 2014
Morgan Stanley June 2012 - August 2012
Skills
Economics, Research, Bloomberg Terminal, Stata, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Econometrics, R, SAS, Fundraising, VBA, LaTeX, Financial Analysis, Valuation, Financial Modeling, Investments, Analytics, Data Analysis, Statistical Data..., Microsoft Word, Team Leadership, Finance, Corporate Finance, Bloomberg
Education
Colgate University 2009 — 2013
BA, Mathematics and Economics
Woodrow Wilson Senior High School 2005 — 2009
4.3/4.0
ClearBridge Investments May 2015 - July 2015
Arch Capital September 2014 - December 2014
Barclays July 2009 - June 2014
Lehman Brothers July 2008 - August 2008
Skills
Capital Markets, Investment Banking, Hedging, Quantitative Analytics, Enterprise Risk..., Loans, Capital Structure, Bloomberg, Valuation, Financial Modeling, Fixed Income, Equities, Derivatives, LBO
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BA, Mathematics, Economics
Barclays June 2015 - Present
Barclays July 2014 - Present
AGC Partners 2012 - Present
Stifel Nicolaus May 2011 - July 2011
ATS Capital July 2010 - August 2010
Stifel Capital (Stifel Nicolaus Weisel) June 2010 - July 2010
The Breakers 2006 - 2009
Barclays Bank June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Investment Banking, Economics, Start-ups, M&A execution, Valuation, Leadership, Hardwork, Mergers & Acquisitions
Education
Colgate University 2008 — 2012
Bachelor of Arts, Economics
Saint Andrew's School
Barclays November 2010 - Present
Nomura Securities June 2010 - November 2010
Chicago Trading Company January 2010 - May 2010
Citigroup July 2006 - June 2009
Skills
Bloomberg, Equities, Quantitative Finance, Equity Valuation, Finance, Equity Derivatives, Financial Modeling, Financial Risk, Bloomberg Terminal, Capital Markets, Derivatives, Market Risk, Fixed Income, Valuation, Risk Management
Education
Columbia Engineering 2008 — 2010
Master of Science, Operations Research
New York University 2002 — 2006
Bachelor of Science (BS), Computer Engineering
BNP Paribas June 2014 - Present
Barclays April 2011 - June 2014
Riverside Truck and Equipment, Inc September 2006 - December 2010
Thomas Miller, Ltd August 2005 - August 2006
Skills
Passed all CFA levels, VBA, Bloomberg Terminal, Monarch Pro, Microsoft Excel, Access, PowerPoint
Education
College of the Holy Cross 2001 — 2005
Economics
College of the Holy Cross 2001 — 2005
Economics, Economics
Tap Management February 2011 - July 2012
Road to Eureka April 2008 - 2012
Key Energy Services January 2010 - February 2011
Barclays February 2005 - January 2008
Torrelavega Chess Team April 2001 - September 2004
MCI Corporation January 1996 - April 2001
Skills
Sales, Sales Management, Oil/Gas, Inventory Control, Fisheries, Chess, Banking, Mining, Project Planning, Business Strategy, Start-ups, Selling, Management, Leadership, Strategy, Retail, Strategic Planning, New Business Development, E-commerce, Online Advertising, Online Marketing, Social Media Marketing, Marketing Strategy
Education
Columbia College 2007 — 2009
Shoreline Community College 1994 — 1996
Barclays June 2014 - Present
Barclays May 2012 - August 2012
Colby College September 2009 - May 2012
Harvard University June 2011 - August 2011
Dartmouth College March 2011 - June 2011
Skills
Data Analysis, Molecular Biology, Genetics, Research, Superior Computer Skills, Protein Chemistry, Statistics, PowerPoint, Matlab, Laboratory, Teaching, Biochemistry, Microsoft Excel, Investment Banking, Financial Analysis, Capital Markets, Derivatives, Equity Derivatives, Finance
Education
Thayer School of Engineering, Dartmouth College 2012 — 2014
Master of Science (M.S.)
Thayer School of Engineering, Dartmouth College 2010 — 2013
Bachelor of Engineering, Engineering Science
Colby College 2008 — 2012
Bachelor of Arts, Magna Cum Laude, Chemistry; Cellular and Molecular Biology/ Biochemistry
Armand Hammer United World College 2006 — 2008
International Baccalaureate (IB) Diploma
salesforce.com February 2014 - Present
GCE February 2013 - November 2013
Columbia University September 2011 - February 2013
Barclays May 2012 - August 2012
IBM August 2010 - June 2011
Infosys December 2008 - June 2010
Skills
C, C++, Java, Oracle SQL, SQL, Google App Engine, EC2, S3, Eclipse, J2EE, JSP, VB.NET, GWT, Android Development, iOS development, Google Cloud SQL, Software Development, Unix, Android, Java Enterprise Edition
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Master of Science (M.S.), Computer Science, 3.75
SSCET Bhilai, India 2004 — 2008
Bachelor of Engineering (BE), Computer Science & Engineering
Bal Bharati Public School 1990 — 2004
AISSCE
TechnoServe May 2015 - June 2015
Cressey & Company August 2012 - June 2014
Barclays July 2010 - June 2012
Rhône Capital March 2009 - May 2009
Education
Harvard Business School 2014 — 2017
MBA
Harvard University, John F. Kennedy School of Government 2014 — 2017
MPP
Colgate University 2006 — 2010
BA, Economics, International Relations, Summa Cum Laude
Risk Advisors Inc. November 2014 - Present
Barclays 2008 - February 2013
Lehman Brothers 1996 - 2008
Goldman Sachs 1976 - 1996
J.P. Morgan September 1974 - September 1976
New England Nuclear Corporation September 1972 - August 1974
Skills
Relationship Management, Derivatives, Fixed Income, Investment Advisory, Banking, Risk Management, Portfolio Management, Financial Risk, Trading, Equities, Asset Management, Hedge Funds, Alternative Investments, Dynamic Asset Allocation, Investment Advisory...
Education
College of the Holy Cross 1968 — 1972
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 1968 — 1972
Bachelor of Arts (B.A.), Fine and Studio Arts
Barclays October 2014 - Present
IBM August 2013 - October 2014
Goldman Sachs May 2012 - August 2012
New Tang Dynasty Television (NTDTV) May 2008 - September 2011
Bloomberg LP July 2011 - July 2011
UBS January 2011 - May 2011
Barneys New York September 2010 - December 2010
Skills
Marketing, Bloomberg, Market Research, Sales, Equities, Bloomberg Terminal, Spanish, Strategy, Analytics, Business Strategy, Data Analysis, Economics
Education
Barnard College of Columbia University 2009 — 2013
B.A.
Columbia College (NY) 2009 — 2013
B.A.
Lazard Frères & Co. July 2015 - Present
Rothschild June 2014 - August 2014
Barclays July 2010 - May 2013
Barclays July 2010 - April 2013
Barclays Capital June 2009 - August 2009
Student Investment Fund of Claremont McKenna College September 2007 - January 2008
Chatham Street Financial Services June 2007 - August 2007
Skills
Derivatives, Trading, Options, FX Options, Financial Services, Bloomberg, Fixed Income, Valuation, Financial Modeling, Investment Banking, Equities, Hedge Funds, Capital Markets, Trading Strategies
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Claremont McKenna College 2006 — 2010
Bachelor of Arts, Finance and Economics
Wilton High School
Wilton High School
About.com, an IAC company May 2015 - Present
Bluefly March 2013 - Present
Barclays August 2012 - March 2013
Barclays June 2012 - July 2012
Barclays Capital February 2012 - June 2012
Columbia University September 2011 - December 2011
Barclays Capital May 2011 - August 2011
IDS lab @ Columbia University January 2011 - May 2011
Columbia University August 2010 - December 2010
IBM May 2007 - September 2010
Skills
Product Management, Java, Python, Unix, Software Development, Distributed Systems, SQL, Databases, Algorithms, Data Analysis, Cloud Computing, Big Data, HTML 5, Linux, Data Mining, Oracle, CSS3, Business Intelligence, C, Operating Systems, Machine Learning, Hadoop, MySQL, Computer Science, Eclipse, Software Engineering, Database Management, XML, SaaS, Android, Programming, Recommender Systems, Information Retrieval, Shell Scripting, Data Structures, Quantitative Analysis, Weka, Amazon Web Services, MS Office Suite, Information Management, SOA, IT Strategy, RESTful WebServices, Solr, Microsoft Office, Product Development, C#, ETL
Education
Columbia Engineering 2010 — 2011
Master of Science, Computer Science
Cochin University of Science and Technology 2003 — 2007
Bachelor of Technology, Information Technology
Barclays January 2014 - May 2014
New Sector Alliance May 2013 - August 2013
MDRC June 2010 - August 2012
MDRC January 2009 - May 2010
Goodwin Procter LLP December 2007 - December 2008
Louisiana Workforce Commission December 2006 - May 2007
Skills
Policy Analysis, Data Analysis, Qualitative Research, Editing, Microsoft Excel, Quantitative Data, Quantitative Research, Statistics, PowerPoint, Project Management, Strategic Planning, Economic Research, Strategy, Capacity Building, Organizational..., Organizational..., Research, Management, Public Policy
Education
Columbia University - Columbia Business School 2012 — 2015
Master of Business Administration (MBA), Consulting & Business Services
Columbia University - School of International and Public Affairs 2012 — 2015
Master of International Affairs (MIA), International Energy Management and Policy
Tulane University 2003 — 2007
B.A., Political Science, Business
Barclays August 2012 - Present
Alliance of Guardian Angels January 2006 - Present
Morgan Stanley March 2008 - August 2012
Bear, Stearns & Co. Inc. January 2002 - March 2008
Education
Widener University 1986 — 1990
BS, Economics / Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
ACPM Certified Portfolio Manager
University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program
Barclays March 2008 - Present
Morgan Stanley February 2006 - March 2008
Morgan Stanley May 2000 - February 2006
United States Air Force January 1994 - May 1998
Skills
Trading, Marketing, Fixed Income, Equities, Capital Markets, Financial Modeling, Equity Research, Investor Relations, Proprietary Trading, Hedge Funds, Management, Executive Management, Analysis
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Cornell University 1989 — 1993
Bachelor of Science (B.S.), Industrial Engineering
Stone-Goff Partners May 2015 - Present
Afton Capital Partners, LLC February 2015 - May 2015
Aldwych Capital Partners August 2014 - February 2015
Barclays December 2013 - May 2014
Morgan Stanley July 2006 - July 2012
Skills
Equities, Financial Modeling, Investments, Hedge Funds, Capital Markets, Sales, Emerging Markets, Derivatives, Fixed Income, Portfolio Management, Prime Brokerage, Investment Banking, Economics, Bloomberg, Mergers & Acquisitions, Alternative Investments, Financial Analysis
Education
Columbia University - Columbia Business School 2012 — 2015
Master of Business Administration (M.B.A.)
Columbia University - School of International and Public Affairs 2012 — 2015
Master of International Affairs (M.I.A.)
Harvard University 2002 — 2006
BA, Italian Renaissance
MightyHive April 2015 - Present
Accordant Media November 2014 - February 2015
MediaMath October 2013 - November 2014
Barclays June 2012 - August 2013
Converseon June 2011 - December 2011
iModerate January 2011 - April 2011
Akamai Technologies June 2010 - August 2010
Skills
Social Media Marketing, Microsoft Excel, Leadership, Social Media, Data Analytics, Mobile Applications, Data Analysis, Marketing, MicroStrategy Reporting, Management, SEO, PowerPoint, Microsoft Office, Presentations, Microsoft PowerPoint, Online Advertising, Cohort Analysis, P&L Forecasting, Demand Forecasting, Demand Side Platform, Research, Public Speaking, Analysis
Education
Colby College 2007 — 2012
B.A., Government
The Pingry School 2003 — 2007
H.S. Diploma
GFT January 2013 - Present
Barclays December 2013 - Present
JPMorgan Chase September 2013 - December 2013
Barclays January 2013 - August 2013
Morgan Stanley May 2011 - January 2013
Freeborders October 2004 - October 2011
Credit Suisse 2007 - 2011
Credit Suisse 2004 - 2006
Deutsche Bank 2003 - 2004
Stark Investments 2000 - 2002
Education
City University of New York-Hunter College
BA, Computer Science
Pace University - Lubin School of Business
MBA, International Business
Barclays September 2008 - Present
Lehman Brothers October 2005 - September 2008
DataLan Corporation February 2004 - October 2005
Software Forces, LLC February 2002 - February 2004
Skills
Business Intelligence, Business Analysis, Analysis, Analytics, Project Management, Management, Microsoft SQL Server, Leadership, PMO, Team Management, Enterprise Software, Software Documentation, Training, Software Development, VBA, Business Requirements, Capital Markets, Crystal Reports, Deferred Compensation, Employee Benefits, Integration, Investment Banking, Live Office, Microsoft Excel, Requirements Analysis, Requirements Gathering, SQL, Vendor Management
Education
City University of New York-Hunter College 1996 — 2001
Bachelors, Computer Science
Barclays June 2015 - Present
Colby College September 2012 - May 2015
The Panther Group September 2012 - December 2014
Barclays June 2014 - August 2014
Jumpshell July 2013 - August 2013
Little Bird Migrant Worker's Mutual Hotline June 2012 - August 2012
Education
Colby College 2011 — 2015
Bachelor of Arts (BA), Honors Economics with a Concentration in Financial Markets, Cum Laude, Special Distinction in Economics
The University of Edinburgh 2013 — 2013
Tuck School of Business at Dartmouth 2013 — 2013
Tuck Business Bridge Program, Business Fundamentals
Belmont Hill School 2007 — 2011
Summit Trail Advisors August 2015 - Present
Barclays July 2010 - August 2015
Deloitte March 2008 - July 2010
First Residential Mortgage March 2002 - February 2008
Skills
Outlook, Banking, Office Management, Administrative..., Microsoft Excel, Project Management, Customer Service, PowerPoint, Analysis, Access, Microsoft Office, Leadership, Management, Software Documentation, Training, Microsoft Word, Budgets, Risk Management, Recruiting, Teamwork, Business Analysis, Data Analysis, Employee Relations, Project Planning, Process Improvement, Administrative...
Education
City University of New York-John Jay College of Criminal Justice
Master’s Degree, Law and Society
Surveyor Capital/Citadel LLC August 2014 - Present
Barclays August 2013 - August 2014
William Blair & Company November 2011 - August 2013
ContraFect Corp February 2011 - November 2011
Jefferies & Company July 2010 - November 2010
Skills
Molecular Biology, Biotechnology, Immunology, Drug Discovery, Cancer, Oncology, Monoclonal Antibodies, Infectious Diseases, Science, Biomarker Discovery, Lifesciences, Healthcare, Cell Culture, PCR, Research, Western Blotting, Flow Cytometry, Biochemistry, Cell Biology, Cell, Microbiology, Genetics
Education
Gerstner Sloan-Kettering Graduate School of Biomedical Sciences 2006 — 2011
PhD, Immuno-Oncology
Cold Spring Harbor Laboratory 2007 — 2007
Certificate, Phage Display of Proteins and Peptides
The Ohio State University 2003 — 2006
BS, Microbiology
9th Dot November 2013 - Present
Columbia University August 2012 - Present
Green Carbon Ventures 2010 - Present
WebServes 2014 - 2014
WebServes 2014 - 2014
WebServes 2014 - 2014
Barclays June 2013 - August 2013
Hopkins & Rhodes LLC November 2012 - June 2013
BlackRock October 2010 - August 2012
American Express September 2008 - October 2010
Skills
Financial Markets, Financial Analysis, Financial Modeling, Financial Reporting, Financial Planning, Risk Management, Credit Risk, Customer Relations, SAS, Web, Microsoft Office, SQL, VBA, C#, Perl, Ruby, Portfolio Management, Finance, Analysis, Forecasting, Strategic Financial..., Valuation, Corporate Finance, Strategy, Private Equity, Due Diligence, Investments, Analytics
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance, General
Duke University 2006 — 2007
Master of Engineering Management, Business Management
Cornell University 2002 — 2006
B.S., Electrical and Computer Engineering
Hilton Head High School 1998 — 2002
International Baccalaureate
Assured Guaranty February 2008 - Present
XL Capital Assurance January 2002 - February 2008
Syncora Guarantee 2002 - 2008
Barclays Capital 2000 - 2001
Barclays 1999 - 2000
Barclays 1998 - 1999
Barclays 1997 - 1998
J.P. Morgan June 1996 - August 1996
Skills
Project Finance, Structured Finance, Capital Markets, Due Diligence, Financial Structuring, Credit, Energy, Electric Power, Financial Modeling, Business Development, Valuation, Investment Banking, Corporate Finance, Loans, Solar Energy, Credit Analysis, Latin America, Photovoltaics, Gas, Transmission
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Columbia University in the City of New York
Bachelor of Arts, Urban Studies
Parkway North Sr. High
Barclays June 2015 - Present
Coach November 2014 - June 2015
kate spade new york September 2014 - October 2014
Tory Burch August 2014 - September 2014
Coach June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management
Education
Colby College 2010 — 2014
American/United States Studies/Civilization, Art History
The Swedish Program 2013 — 2013
Study Abroad
See Jane, llc October 2014 - Present
Barclays November 2014 - March 2015
ING February 2013 - June 2014
Pitney Bowes February 2012 - January 2013
Omnicom Media Group June 2010 - February 2012
Weight Watchers 2011 - 2011
Weight Watchers 2011 - 2011
Weight Watchers 2011 - 2011
Sudler & Hennessey March 2010 - March 2010
Broadridge Financial Services October 2009 - December 2009
Skills
User Interface Design, User Experience, Information Architecture, Interaction Design, Wireframes, Usability, Web Design, User Experience Design, Web Development, User Interface, Interactive Advertising
Education
Colorado Technical University 2005 — 2007
Dual Masters, Information Technology and Business Management
Marymount College at Fordham University 1983 — 1988
Bachelor of Arts, Design
Byram Hills 1979 — 1983
Diploma, Fine/Studio Arts, General
Barclays July 2015 - Present
Goldman Sachs July 2014 - June 2015
Goldman Sachs June 2013 - August 2013
Pacific Global Investment Management Company June 2011 - August 2012
Selena Travels LLC June 2012 - July 2012
Unitus Capital May 2011 - July 2011
Skills
Valuation, Financial Modeling, Investments, Asset Management, Securities, Microsoft Excel, Equity Trading, Fixed Income Analysis, Asset Allocation, Asset Managment, Leadership, Risk Management, Portfolio Management, Oil Trading, Energy Derivatives, Derivative Trading
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2014
Bachelor of Science, Magna Cum Laude, Financial Engineering
Flintridge Prep 2006 — 2010
Diploma
EY October 2014 - Present
EY May 2014 - Present
Barclays August 2013 - Present
IRTS June 2013 - Present
Sony Music Entertainment June 2013 - Present
Television Bureau of Advertising June 2013 - Present
College of the Holy Cross September 2010 - May 2013
Cosmopolitan Magazine June 2012 - August 2012
MTV Networks June 2011 - August 2011
Nativity School of Worcester June 2010 - August 2010
Skills
Advertising, Time Management, Tutoring, PowerPoint, Research, Microsoft Word, Microsoft Office, Sales, Project Planning, Learning Management, Human Resources, Events Coordination, Microsoft Excel, Recruiting, College Recruiting, Multitasking Skills, Public Speaking
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Music, English Language and Literature, General
Trinity College, Dublin 2011 — 2012
Bachelor's degree, English, Music
West Morris Central High School 2005 — 2009
Barclays September 2008 - Present
Lehman Brothers February 2006 - September 2008
Education
Colgate University 2001 — 2005
Bachelor of Arts (BA)
Oliver Wyman July 2014 - Present
Barclays July 2011 - May 2014
Economics Department, Colby College February 2009 - May 2011
Skills
Econometrics, Capital Markets, Financial Analysis, Investment Banking, Financial Modeling, Badminton, Equities, Financial Services, Microsoft Excel, Debt & Equity Financing, Capital Advisory, Pitch Books, PowerPoint, Financial Regulation, Writing, Slide Preparation, Slide Decks, Problem Solving
Education
Colby College 2007 — 2011
Bachelor of Arts (BA), Economics and International Studies
American College of Sofia 2002 — 2007
EY September 2014 - Present
Barclays January 2014 - September 2014
AOC Solutions April 2011 - December 2013
Sherwin Williams May 2010 - December 2010
Skills
Excel, PowerPoint, Budgeting, Word, Research, Arabic, Active TS/SCI Clearance, Microsoft Excel, Microsoft Word, Strategic Planning, Budgets, Data Analysis
Education
Cleveland State University 2009 — 2010
MBA, Global Business
John Carroll University 2005 — 2009
BS, Finance, Economics
Solon High School
Barclays September 2014 - Present
JP Morgan Chase 2010 - 2014
Banco JP Morgan 2012 - 2013
Eze Castle Integration 2007 - 2010
Kaplan 2001 - 2007
Skills
Integration, Requirements Analysis, Process Improvement, Project Planning, PMP, Risk Management, Business Analysis, Operations Management, Program Management, Strategy, Project Management, Business Process, Business Process..., Leadership, PMO, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pace University - Lubin School of Business
Bachelor's degree, Finance, General
Barclays September 2008 - Present
Lehman Brothers September 2006 - September 2008
Citi May 1998 - September 2006
Wachtell, Lipton, Rosen & Katz May 1995 - May 1998
Citi June 1990 - July 1993
Skills
Investment Banking, Telecommunications, Capital Markets, Private Equity, Mergers & Acquisitions
Education
Columbia University School of Law 1993 — 1996
Doctor of Law (J.D.), Law
Dartmouth College 1986 — 1990
Bachelor of Arts (B.A.) with High Honors, Political Science and Government
Barclays August 2014 - Present
Barclays July 2013 - August 2014
Colby College September 2010 - May 2013
Barclays May 2012 - August 2012
T3 Advisors, LLC June 2011 - December 2011
Skills
Financial Reporting, Data Analysis, Microsoft Excel, VBA
Education
Colby College 2009 — 2013
Bachelor's Degree, Economics: Financial Markets
University College London, U. of London 2012 — 2012
History of Art
Barclays June 2014 - Present
Barclays June 2013 - August 2013
Deutsche Bank May 2012 - August 2012
Deutsche Bank May 2011 - August 2011
Education
Claremont McKenna College 2013 — 2014
Master of Finance (M.Fin.)
Claremont McKenna College 2010 — 2014
Bachelor of Arts (BA), Economics
Palo Alto Senior High School 2006 — 2010
Citi June 2013 - Present
All College Storage January 2011 - June 2013
Barclays June 2012 - August 2012
Armstrong Advisory Group January 2012 - January 2012
Skills
Stata, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Econometrics, Market Research, Statistics
Education
Colby College 2009 — 2013
Bachelor of Arts (BA), Economics
Medfield High School 2005 — 2009
Société Générale October 2013 - Present
Barclays June 2013 - August 2013
Lycée Hoche September 2011 - June 2012
Réseau de Transport d'Électricité June 2011 - August 2011
Thales September 2010 - June 2011
Skills
Python, R, VBA, C++, Mathematica, Data Mining, Statistical Modeling, MPI, PyGTK, Stochastic Calculus, Derivatives, Matlab
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2013
Master of Science, Financial Engineering
Ecole Centrale Paris 2010 — 2012
Master of Science (M.Sc.), Applied Mathematics
Lycée Hoche 2008 — 2010
Classe Préparatoires MPSI/MP*
NASDAQ September 2014 - Present
Barclays April 2014 - September 2014
ConvergEx Group December 2013 - April 2014
NASDAQ OMX October 2013 - December 2013
CLSA February 2008 - February 2013
Bank of America February 2006 - February 2008
Merrill Lynch February 2000 - February 2006
Lehman Brothers October 1998 - February 2000
Skills
Equities, Equity Research, Bloomberg, Derivatives, Asset Management, Emerging Markets, Commodity, Trading, Corporate Finance, Hedge Funds, Private Equity, Valuation, Securities, Financial Markets, Financial Modeling, Alternative Investments, Financial Analysis, Series 63, Banking, Capital Markets, Fixed Income, Series 7, Investments, Electronic Trading, Trading Systems, Portfolio Management, Options, Investment Banking, FX Options, Equity Trading, Investor Relations, Investment Strategies, Equity Derivatives, Financial Services, Economics, Equity Valuation, Mutual Funds
Education
City University of New York-Hunter College
Dual BA, Psychology/Sociology
HighBar Partners 2013 - Present
Barclays 2010 - 2013
Rosemount Capital 2008 - 2010
EVERTEC 2004 - 2006
Nextel Telecomunicações Ltda SP 2002 - 2004
Skills
SQL, Emerging Markets, Portfolio Management, Hedge Funds, Portuguese, Spanish, VB.NET, Series 79, Series 63, Brazilian, Private Equity, Information Technology, Finance, Capital Markets, Restructuring, Structured Finance, Banking, Financial Modeling, FINRA, Mergers, Mergers & Acquisitions, Web Development, Investment Banking, Valuation, Storage, Networking, Cloud Storage, Cloud Computing, SaaS, Enterprise Software, Storage Area Networks, Virtualization, Storage Virtualization, enterpris, Software Development, Software, Engineering, Connected Devices, Mobile Technology, Network Virtualization, Venture Capital, Growth Capital, information, Corporate Finance, Fixed Income, Corporate Development, Derivatives, Financial Markets, Bloomberg, Financial Structuring
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
University of Michigan 1997 — 2002
BSE, Computer Engineering
Prosek Partners June 2015 - Present
ICR June 2014 - August 2014
Barclays July 2013 - August 2013
More Magazine May 2012 - August 2012
KBW May 2011 - June 2011
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Business Program
Newark Academy 2004 — 2011
High School Diploma
HSBC September 2014 - Present
Barclays February 2014 - September 2014
Barclays Capital February 2011 - February 2014
Barclays Capital June 2010 - August 2010
The United States Senate July 2009 - August 2009
Silver Point Capital June 2008 - August 2008
Education
Colby College 2006 — 2010
Bachelor of Arts, Political Science (With Distinction), Economics (With Distinction)
Fairfield College Preparatory School 2002 — 2006
Diploma
Barclays September 2008 - Present
Lehman Brothers October 2006 - September 2008
Education
Colgate University 2002 — 2006
Delbarton School
Barclays May 2014 - July 2015
Weil Gotshal and Manges January 2011 - May 2014
Skills
Financial Law
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Columbia University School of Law 2007 — 2010
Doctor of Law (JD)
Duke University 2003 — 2007
Non-Degree Student joint enrolled through Robertson Scholars Program
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts (BA)
Barclays June 2013 - Present
Barclays Capital May 2011 - June 2013
Barclays Capital September 2008 - May 2011
Lehman Brothers April 2006 - September 2008
Great Scott Financial March 2005 - April 2006
North Fork Bank (formerly Trust Company Bank) May 2001 - February 2005
Skills
Bloomberg, Middle Office, Fixed Income, Derivatives, Securities, Financial Services, Mutual Funds, Finance, Hedge Funds, Investment Management, Rates, Credit, CDS, Capital Markets, Swaps, Trading, Settlement, Financial Risk, Investment Banking, Credit Derivatives, Financial Markets, FINRA, Interest Rate Swaps, Back Office, Equities, Options, Investments, Bonds, FX Options, Trading Systems
Education
College of Saint Elizabeth
BS, Business Management
Barclays February 2014 - Present
Barclays January 2013 - Present
Barclays October 2010 - Present
Moses & Singer LLP May 2005 - October 2010
Carter Ledyard & Milburn LLP October 2000 - October 2004
New York City Law Department June 1996 - September 2000
Skills
Investment Properties, Litigation, Property Management, Leases, Real Estate, Courts, Contract Negotiation, Depositions, Management, Licensing, Due Diligence, Legal Writing, Arbitration, Portfolio Management, Securities Regulation, Legal Assistance, Commercial Litigation, Mergers, Corporate Law, Commercial Real Estate, Negotiation, Residential Homes, Corporate Governance, Dispute Resolution, Privacy Law, Private Equity, Real Estate Transactions, Mergers & Acquisitions, Torts, Legal Research, Acquisitions, Construction, Mediation, Intellectual Property, Cross-border..., Joint Ventures, Legal Advice, Litigation Support
Education
New York Law School 1994 — 1997
JD, Law
Colby College 1986 — 1990
BA, Government and Spanish
South Kent School 1982 — 1986
HS
Barclays September 2008 - Present
Lehman Brothers August 2007 - September 2008
Uncommon Schools May 2007 - July 2007
GE Energy August 2004 - August 2005
US Army June 1996 - August 2004
Skills
Strategy Development, Mergers, Financial Modeling, Financial Analysis, Personnel Development, Corporate Finance, Project Finance, Valuation, Strategy, Leadership, Investment Banking, Investments, Asset Managment, Due Diligence, Venture Capital, Portfolio Management, Personal Development, Risk Management, Fixed Income, Corporate Development, Emerging Markets, Equities, Capital Markets, Private Equity, Finance, Mergers & Acquisitions, Structured Finance, Asset Management, Alternative Investments, Bloomberg, Financial Structuring, Leveraged Finance
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
United States Military Academy at West Point 1992 — 1996
BS
Citi May 2015 - Present
Barclays March 2013 - April 2015
Barclays May 2012 - August 2012
Xerox July 2011 - August 2011
CIBC May 2010 - August 2010
Thales Rail Signalling Solution Inc May 2009 - April 2010
Skills
VBA, SQL, Microsoft SQL Server, Operations Research, Data Analysis, Optimization, Risk Management, Java, C#, Statistical Data..., Financial Modeling, Quantitative Analytics, Perl
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Master of Science (M.S.), Operations Research, 3.76/4.00
University of Toronto 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Operations Research, 3.63/4.00
junior school
JPMorgan Chase & Co. October 2013 - Present
Barclays September 2008 - October 2013
Arnhold and S. Bleichroeder June 2005 - September 2005
Skills
Loans, Management, Banking, Credit, Trading, Leadership, Project Management, Customer Service, Asset Management, Fixed Income, Process Improvement, Investment Banking, Corporate Finance, Commercial Lending, Loan Servicing
Education
College of Mount Saint Vincent 2004 — 2008
Bachelor of Science, Marketing
Barclays July 2011 - Present
Barclays September 2008 - July 2011
Lehman Brothers April 2007 - September 2008
Skills
Investment Banking, Capital Markets, Derivatives, Hedge Funds, Prime Brokerage
Education
Hunter College 2002 — 2006
Bachelor of Arts (BA), English Language Arts
Barclays May 2015 - Present
Ladenburg Thalmann June 2014 - July 2014
UBS Wealth Management May 2013 - August 2013
Education
Colgate University 2012 — 2016
Mathematical Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Bridge Business Program
University of Pennsylvania - Office of Investments 2015 - Present
Goldman Sachs 2014 - 2014
Barclays 2009 - 2014
Barclays June 2008 - August 2008
Guy Carpenter June 2007 - August 2007
Education
Colby College 2005 — 2009
B.A., Mathematical Sciences and Honors Economics-Mathematics (Concentration: Financial Markets)
Nomura September 2011 - Present
Barclays October 2008 - September 2011
Lehman Brothers (New York) April 2006 - October 2008
Lehman Brothers (London) July 2001 - April 2006
Education
Columbia Engineering 2007 — 2009
MA, Applied Math
University of Warwick 1998 — 2001
BSc, Computer Science
CFA Institute 2004 — 2006
CFA
Merrill Lynch - Global Wealth Management March 2012 - Present
Merrill Lynch - Global Wealth Management May 2010 - Present
Merrill Lynch - Global Wealth Management September 2009 - Present
Oasis Bank January 2008 - June 2009
JP Morgan Chase September 2007 - January 2008
Washington Mutual, Inc. May 2003 - August 2007
Barclays July 1997 - September 2002
Bancafe International March 1993 - June 1997
Skills
Portfolio Management, Series 7, Financial Modeling, Private Equity, Valuation, Financial Analysis, Strategy, Forecasting, Capital Markets, Strategic Planning, Finance, Fixed Income, Mergers, Banking, Management, Credit Analysis, Mergers & Acquisitions, Investment Strategies, Wealth Management, Corporate Finance, Executive Management, Mutual Funds, Securities, Investment Banking, Investment Advisory, Commercial Banking, Emerging Markets, Trading, Relationship Management, Series 63, Retirement, Insurance, Credit, Financial Advisory, Financial Services, Derivatives, Loans, Bonds, Equities, Asset Allocation, Alternative Investments, Asset Management
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor
University of Miami 1994 — 1995
MBA
Colegio de Estudios Superiores de Administración 1987 — 1991
Bachelors
Gimnasio Campestre 1982 — 1986
High School Diploma
Barclays July 2010 - Present
Barclays (formerly Lehman Brothers Inc.) March 2004 - July 2010
Federal Reserve Bank of New York June 2002 - August 2002
StorageTek July 2000 - January 2002
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Mergers, Investments, Corporate Finance, Financial Analysis, C++, Visual Basic
Education
College of the Holy Cross 1999 — 2003
Honors BA
J K Mullen High School 1995 — 1999
Securities Compliance Management May 2015 - Present
Morgan Stanley Wealth Management September 2012 - April 2015
Barclays August 2010 - April 2012
Oppenheimer & Co. Inc March 2009 - August 2010
Stanford Group Company January 2006 - February 2009
Bear, Stearns & Co. Inc January 2001 - September 2004
Deutsche Bank Alex Brown April 2000 - September 2004
Skills
Financial Advisory, FINRA, Forecasting, Series 24, Series 7, Securities, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Banking, Fixed Income, Bloomberg, Investments, Insurance, Risk Management, Asset Allocation, Asset Management, Financial Analysis, Financial Services, Portfolio Management
Education
Clark University 1995 — 1999
Bachelor of Arts, Management
Citizens Bank February 2004 - Present
GMAC Commercial Finance March 2002 - January 2004
PureMarkets Corporation 2000 - 2002
Bank of America 1992 - 2000
CheckFree 1991 - 1992
Barclays 1986 - 1991
StorageTek 1982 - 1986
Skills
Loans, Portfolio Management, Leases, Syndications, Real Estate, Asset Based Lending, Commercial Lending, Credit Analysis, Underwriting, Credit, Financial Structuring, Banking, Loan Origination, Structured Finance, Finance, Commercial Banking, Capital Markets
Education
University of Northern Colorado 1984 — 1985
MBA, Business Administration
Colorado State University 1978 — 1982
BS, Finance
Liquidnet April 2013 - Present
SmartPool Trading Limited 2009 - 2012
Baringa Partners January 2009 - May 2009
SWX Europe/SIX Swiss Exchange 2006 - 2008
SWX Europe (formerly virt-x) 2004 - 2005
SWX Europe (formerly virt-x) 2002 - 2004
ABN AMRO 2000 - 2001
Barclays 1997 - 2000
Skills
Strategy, Equities, Trading, Financial Services, Management, Financial Markets, Derivatives, Trading Systems, Market Data, Marketing Communications, Project Management, Marketing Strategy, Managing Media Relations, Brand Management, Management Consulting, Business Development, Business Strategy
Education
Columbia University - Columbia Business School
Certificate in Business Excellence
University of Manchester - Institute of Science and Technology
BSc. Financial Services
London School of Economics and Political Science
BSc. Management
Barclays 2010 - Present
Sun Chemical January 2008 - January 2010
Fannie Mae October 2001 - December 2007
Collabera November 1997 - September 2001
Skills
Business Process..., Strategic Planning, CRM, Business Analysis, Outsourcing, Integration, Business Process, Strategy, SDLC, Six Sigma, Leadership, Business Intelligence, Data Center, Project Management
Education
Columbia University - Columbia Business School
MBA, Finance and Strategy
Indian Institute of Technology, Madras
B.Tech, Engineering
Louisiana State University
MS, Computer Science
InfoManage Corporation October 1995 - Present
Credit Suisse 2008 - 2009
Endurance 2006 - 2007
Barclays 2005 - 2006
JP Morgan Chase 2004 - 2005
Brokertec 2003 - 2003
Lehman Brothers 1986 - 1995
Skills
IT Strategy, Data Center, Trading Systems, ITIL, Project Planning, Technology, Databases, Disaster Recovery, System Administration, Backup, Risk Management, Requirements Analysis, Cloud Computing, Business Continuity, Electronic Trading, Change Management, Vendor Management, Solution Architecture, Performance Tuning, High Availability, Project Portfolio..., Managed Services, SDLC, Governance, IT Management, Enterprise Architecture, Program Management, PMO, Management, Infrastructure
Education
City University of New York-Hunter College 1978 — 1982
Bachelors, Economics
Barclays 2014 - Present
GroupArgent 2012 - 2014
Nomura 2011 - 2012
GroupArgent 2010 - 2011
Merck June 2010 - August 2010
Novartis Pharma 2005 - 2009
Mike Sager, ASME Award-Winning Journalist and Author / Esquire Writer-at-Large 2003 - 2005
Skills
FINRA Series 63 and 79, Financial Analysis, Investment Banking, Due Diligence, Valuation, Financial Modeling, Market Analysis, Corporate Finance, Private Equity, M&A experience, Venture Capital, Corporate Development, Capital Markets, Mergers & Acquisitions, Emerging Markets, Entrepreneurship
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
University of California, San Diego 2000 — 2004
BA, Urban Studies and Planning/Political Science
Upright Citizens Brigade
Real Estate Consultant March 2015 - Present
Regus March 2010 - March 2015
Everest Capital Advisors June 2007 - February 2010
Coldwell Banker Commercial March 2002 - May 2007
PwC February 1997 - March 2002
Accenture November 1995 - February 1997
Barclays 1990 - 1995
Skills
Real Estate, Contract Negotiation, Negotiation, Management, Corporate Real Estate, Investment Properties, Selling, Location Intelligence, Lease Administration, Entrepreneurship, Real Estate Transactions, Investments, Mergers, Investors, Due Diligence, Leases, Business Development, Budgets, Sales, Mergers & Acquisitions
Education
Massachusetts Institute of Technology 2009 — 2009
Asset and Portfolio Management, MIT Center for Real Estate
College of Charleston 1985 — 1989
Political Science, International Relations and English
Providence Day School 1974 — 1985
General Studies, General Studies
Barclays May 2013 - Present
Deutsche Bank February 2012 - May 2013
Deutsche Bank March 2010 - February 2012
Deutsche Bank November 2009 - September 2010
Deutsche Bank May 2009 - November 2009
Deutsche Bank February 2008 - May 2009
Deutsche Bank February 2007 - May 2009
Deutsche Bank December 2005 - February 2007
Deutsche Bank July 2004 - November 2005
Deutsche Bank June 2002 - July 2004
Skills
Project Management, Six Sigma, Budgets, Risk Management, Outsourcing, Process Improvement, Account Reconciliation, Financial Analysis, Alternative Investments, Operations Management, Project Portfolio..., Financial Risk, Forecasting, Management, Analysis, Strategy, Portfolio Management, Business Process, Securities
Education
Colgate University 1998 — 2002
BA, Economics and History
Goldman Sachs August 2015 - Present
Barclays January 2010 - July 2015
JPMorgan Chase February 2003 - January 2010
Merrill Lynch 2005 - 2006
BearingPoint 2000 - 2002
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Business Process..., PMP, Risk Management, PMO, Program Management, Software Project..., Vendor Management, IT Strategy
Education
College of the Holy Cross 1996 — 2000
Fenwick 1992 — 1996
Dell Services June 2011 - Present
SL Store April 2009 - Present
Senior Lending Network (formerly World Alliance Financial Corp.--f/k/a Vertical Lend, Inc.) January 2006 - April 2009
Comsys August 2004 - January 2006
Bethpage Federal Credit Union January 2002 - July 2004
Allied Irish Bank June 1998 - November 2001
FEGS June 1992 - May 1998
Barclays March 1989 - June 1992
Gornash computer July 1987 - March 1989
Citibank 1985 - 1987
Skills
Business Analysis, Vendor Management, ITIL, Program Management, Disaster Recovery, Process Improvement, Change Management, Project Management, Team Leadership, Data Center, CRM, Strategy, Leadership, Management, Consulting, Outsourcing, Security, Information Technology
Education
Clarkson University 1982 — 1984
Bachelor of Science (B.S.), Computer Science
Stony Brook University 1979 — 1982
Financial Services - Wealth and Investment Management June 2015 - Present
Barclays March 2013 - April 2015
UBS October 2011 - March 2013
Morgan Stanley Smith Barney July 2010 - September 2011
Morgan Stanley September 2009 - July 2010
Morgan Stanley May 2005 - August 2009
New York Life Insurance Company July 2003 - May 2005
New York Life August 2002 - December 2003
International Fund Administration April 2002 - July 2002
Cleary Gottlieb Steen & Hamilton LLP April 2000 - March 2002
Skills
Vendor Management, Series 7, Financial Risk, FINRA, Financial Regulation, Compliance, Business Continuity, Operational Risk..., Operational Risk, Wealth Management, Broker-Dealer, Training, Risk Management, Mutual Funds, Financial Services, Securities, Management, Internal Audit, Equities, Fixed Income, Banking
Education
The Chicago School of Professional Psychology 2007 — 2010
Master of Arts, Industrial/Organizational Psychology
City University of New York-John Jay College of Criminal Justice 1997 — 1999
Bachelor of Arts, Forensic Psychology
JPMorgan Chase & Co. April 2013 - Present
Barclays February 2011 - April 2013
University of Pennsylvania September 2010 - December 2010
Barclays June 2010 - August 2010
Idea Cellular Ltd June 2006 - March 2008
Education
University of Pennsylvania 2009 — 2010
Master of Science (MS), Computer Systems Networking and Telecommunications
Cochin University of Science and Technology 2002 — 2006
Bachelor of Science (B.S.), Electronics and Communications Engineering
Barclays January 2011 - Present
Barclays Capital October 2008 - January 2011
Lehman Brothers July 2006 - September 2008
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2004 — 2006
Masters of Science, Financial Engineering
University of Redlands 1998 — 2002
BS, Math
Barclays September 2008 - March 2015
Lehman Brothers December 2007 - September 2008
Lehman Brothers December 2005 - November 2007
Lehman Brothers August 2004 - November 2005
Lehman Brothers July 2001 - July 2004
Lehman Brothers May 1999 - June 2001
Capital Market Risk Advisors February 1997 - April 1999
Tower Air June 1996 - September 1996
Skills
Business Analysis, Management, Investment Banking, Project Management, Disaster Recovery, Risk Management, Financial Analysis, Financial Reporting, Change Management, Data Analysis, Business Strategy, Business Process..., Governance, Analysis, Forecasting, Vendor Management, Onboarding, Training, Procurement, Finance, Databases
Education
City University of New York-Hunter College 1990 — 1996
BA, Economics
HSBC October 2014 - Present
Barclays August 2010 - July 2014
Barclays September 2008 - August 2010
Lehman Brothers November 2005 - September 2008
Skills
Investment Banking, Hedge Funds, Fixed Income, Equities, Asset Management, Strategy, Financial Services
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, Marketing / Finance
Colgate University 1994 — 1998
Bachelor of Arts (BA)
Moody's Corporation May 2012 - February 2015
Barclays October 2008 - May 2012
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking
Education
Clark University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Barclays 2013 - 2014
Barclays 2011 - 2013
Barclays Investment Bank 2010 - 2011
Barclays Capital 2008 - 2010
Lehman Brothers 1996 - 2008
Education
JL Kellogg Graduate School of Management 1994 — 1996
Master of Business Administration (M.B.A.)
College of the Holy Cross 1983 — 1988
Bachelor's Degree, Economics
Barclays April 2012 - January 2013
The Bank of New York Mellon December 2007 - April 2012
Valley National Bank August 2005 - November 2007
McElroy, Deutsch, Mulvaney & Carpenter, LLP July 2002 - July 2005
Skills
AML, Fraud, OFAC, Bank Secrecy Act, USA PATRIOT Act, KYC, CAMS, Sanction, Financial Risk, Banking, Due Diligence, Risk Assessment
Education
City University of New York-John Jay College of Criminal Justice 2002 — 2008
M.A., Criminal Justice
The College of New Jersey 1998 — 2002
B.S., Law and Justice
Barclays March 2011 - Present
Central Park Zoo March 2011 - Present
Project Manager and Brand Consultant April 2002 - Present
The New School January 2006 - August 2010
Sullivan 2004 - 2005
Continental Corporate Engravers May 2002 - February 2003
Landor Associates 2000 - 2001
Red Sky (Previously Belk Mignogna) 1998 - 2000
Donaldson, Lufkin & Jenrette 1997 - 1998
Skills
Creative Direction, Graphic Design, Art Direction, Budgets, Project Management, Management, Leadership, Corporate Communications, Sales, Integrated Marketing, Marketing Communications, Entrepreneurship, Social Media, Advertising, Email Marketing, Brand Development, Digital Marketing, Corporate Identity
Education
Clark University
BA
Gwynn Group, Inc. May 2014 - Present
Sheplers Inc. October 2013 - May 2014
Barclays September 2013 - October 2013
EF Johnson Technologies Inc. April 2011 - September 2013
Fibergrate Composite Structures September 2007 - April 2011
Lennox International March 2010 - July 2010
Skills
Adobe Creative Suite, Mac OS X, Windows 7, Microsoft Office, Graphic Design, Motion Graphic Design, Web Design, GUI Designing, Digital Photography, Videography, Photoshop, Premiere, After Effects, InDesign, Illustrator, Logo Design, Advertising, Corporate Identity, Graphics, Motion Graphics, Brochures, Photography, Animation, Business Cards, Mac
Education
The University of Texas at Dallas 2005 — 2007
BA, Arts and Technology
Collin County Community College 2002 — 2005
Associate of Arts, Graphic Design
The University of Texas at Dallas
Master of Fine Arts (MFA), Arts and Technology, 3.5
Barclays May 2012 - Present
Barclays Capital February 2011 - April 2012
Barclays Capital June 2010 - August 2010
BNP Paribas New York July 2008 - June 2009
HSBC Bank (Paris January 2008 - June 2008
Skills
Fixed Income, Financial Engineering, Financial Modeling, Rates, Quantitative Finance, Derivatives, Financial Structuring, Hedging, Structured Finance, Interest Rate..., Structured Products, Emerging Markets, Trading, Risk Management, Investments, Interest Rate Swaps, Bonds, Pricing
Education
2009 — 2010
MS, Financial Engineering
Ecole nationale des Ponts et Chaussées 2006 — 2008
Diplôme d'ingénieur, Applied Mathematics
Lycée Janson de Sailly 2004 — 2006
Barclays September 2006 - Present
NYPD 1983 - 2006
Skills
Financial Modeling, Due Diligence, Management, Strategic Planning, Fraud, Operations Management, Private Investigations, Surveillance, Physical Security, Program Management, Strategy, Counterterrorism, Financial Risk, Risk Management, Corporate Security, Leadership, Risk Assessment, Fundraising, Criminal Investigations, Executive Protection, Firearms, Public Speaking, Security Management, Security Operations, Project Management, Criminal Justice, Budgets, Financial Analysis, Management Consulting, Corporate Governance, Derivatives, Data Analysis, Business Strategy, Team Leadership, Team Management, Microsoft Office, Emerging Markets, Change Management, Analysis, Business Development, Microsoft Excel, Business Analysis, Finance, Negotiation, Interrogation, Executive Management, Cross-functional Team..., Strategic Partnerships, Project Planning
Education
New York University 2000 — 2002
MS, Management
Columbia Business School 2002 — 2003
Police Management Institute, Business, Management, Marketing, and Related Support Services
Barclays May 2009 - April 2012
Jersey City Police Department December 1979 - July 2009
Skills
Security Management, Risk Management, Corporate Security, Security Training, Physical Security, Security Operations, Executive Protection, Security Audits, Access Control, Public Speaking, Microsoft Excel, Microsoft Word, Management, Homeland Security, Surveillance, Investigation, Business Continuity, Firearms, Private Investigations, Security, Criminal Investigations, Personal Protection, Workplace Violence, Risk Assessment, Vulnerability Assessment, Fraud, Police, Public Safety, Crime Prevention, Crisis Management, Criminal Justice, Emergency Management, Business Continuity..., Supervisory Skills, Patrol, Alarm Systems, Program Management, Protection, Enforcement, Background Checks, Counterterrorism, Asset Protection, Security Awareness, Internal Investigations, Interrogation, Leadership, Close Protection, CCTV, Personal Security, Training
Education
FBI National Academy 209 2002 — 2002
Criminal Justice/Police Science
John Jay College of Criminal Justice 1996 — 2001
Masters, Protection Management
New Jersey City University 1990 — 1996
Criminal Justice, Criminal Justice
Project HEY July 2012 - Present
SOFTtribe June 2015 - July 2015
Clark University January 2014 - May 2014
The Consortium January 2013 - June 2013
Barclays March 2013 - March 2013
SOS Hermann Gmeinner International College February 2013 - February 2013
SOS-Hermann Gmeiner International College September 2012 - December 2012
Skills
PHP, CSS, SQL, Java, Programming, C#, Web Development, Python, HTML 5, JavaScript, Android Development, iOS Development, Entrepreneurship, Linux, Teamwork, Leadership, Business, Research, Photoshop, Graphic Design, Troubleshooting, HTML5
Education
Clark University 2013 — 2017
Mathematics and Computer Science
SOS Hermann Gmeiner International College 2009 — 2013
International Baccalaureate Diploma
Silicon Valley Bank August 2010 - Present
PhyMetrix January 2009 - August 2010
Barclays January 2006 - January 2009
Institutional Investor March 2004 - December 2005
The Blackstone Group November 1999 - July 2001
JPMorgan Chase April 1995 - November 1999
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA, Finance
Colorado College
BA, Economics
Morgan Stanley June 2015 - Present
Barclays October 2013 - June 2015
Societe Generale July 2011 - October 2013
Education
Columbia Engineering 2007 — 2011
CGG August 2014 - Present
Barclays March 2013 - August 2014
Columbia University, Intrusion Detection System LaB January 2012 - December 2012
Barclays Capital 2012 - 2012
St.john's University September 2009 - December 2010
Bloomberg L.P. 2010 - 2010
Skills
Java, C++, Matlab, Lisp, Trading, SQL, powerbuilder, .NET, VBA, ETRM, RightAngle, Microsoft Office, Databases, Software Development, Microsoft SQL Server
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Masters, Computer Science
Saint John's University 2008 — 2011
Bachelor, Computer Science
Barclays August 2012 - Present
Bank of America December 2010 - September 2012
Kirkland & Ellis LLP 2006 - December 2010
Shearman and Sterling 2003 - 2006
Skills
Compliance, Alternative Investments, Private Equity, Hedge Funds, Debt, Corporate Law, Fund Formation, Contract Negotiation, Asset Management, Legal Services, Investment Advisory
Education
Columbia University School of Law
J.D.
University of Southern California
B.A., Broadcast Journalism
Oppenheimer & Co. Inc. June 2014 - Present
Lehman Brothers January 2011 - July 2012
Maxim Group January 2011 - January 2012
Barclays January 2009 - January 2010
Fulcrum Global Partners 2003 - 2005
Bank of America January 2001 - January 2004
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Cahill Gordon & Reindel LLP December 1982 - December 1986
Skills
Financial Advisory, Financial Services, Wealth Management..., Relationship Management, Retirement Savings
Education
Columbia University School of Law 1977 — 1981
Doctor of Law (J.D.), Law
Franklin & Marshall College 1973 — 1977
BA, History
Samlyn Capital, LLC May 2015 - Present
Barclays October 2008 - March 2015
Lehman Brothers July 2007 - September 2008
Mercer Human Resource Consulting October 2003 - August 2005
Kaiser Permanente May 2001 - September 2003
Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Hedge Funds, Bloomberg, Options, Asset Managment, Corporate Finance, Investments, Valuation
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
Andover High School
High School
Claremont McKenna College
Bachelor’s Degree, Economics
Barclays 2010 - Present
BNP Paribas 2008 - 2010
Bear Stearns 2007 - 2008
Education
Columbia University - Columbia Business School
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Financial Engineering
Purdue University
BS, Industrial Engineering
Russell Investments January 2014 - Present
Barclays March 2011 - January 2014
Aviva Investors June 2010 - August 2010
Center for Research and Environmental Decisions March 2010 - June 2010
Fresh Direct September 2009 - April 2010
Columbia University August 2009 - December 2009
Skills
Data Analysis, Matlab, VBA, Analysis, Databases, Derivatives, C++, Fixed Income, Market Risk, SQL, C, Financial Risk, Equities, Risk Management, Financial Modeling
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
MS, Engineering Management
College of Engineering Guindy, Chennai 2005 — 2009
BE, Electronics and Communication Engineering
Barclays August 2014 - Present
Education
Columbia Engineering 2008 — 2012
BS, Operations Research: Financial Engineering
Barclays October 1999 - February 2013
AppealTech 1998 - 1999
Specialty Minerals Inc. 1993 - 1995
Skills
Microsoft Office: ..., Administrative..., Microsoft Excel, Outlook, Bloomberg, Access, Travel Arrangements, Equities, Office Management, Investment Banking, Microsoft Office
Education
Certification from Chubb Institute 2001 — 2003
certification, Web Development & Business Programming, B
John Jay College of Criminal Justice 1983 — 1987
Bachelor's degree, Criminal Justice and Corrections, 2.0
Pamplona Capital Management July 2014 - Present
Barclays June 2012 - June 2014
Barclays Capital June 2011 - August 2011
JP Morgan Asset Management May 2010 - June 2010
Skills
Corporate Finance, Financial Modeling, Investment Banking, Strategy, Financial Analysis, Private Equity, Investments
Education
Colgate University 2008 — 2012
BS, Economics and Geography
Rye High School 2004 — 2008
Barclays July 2014 - Present
Merrill Lynch November 2010 - May 2012
Bear Stearns / J.P. Morgan June 2007 - October 2010
Skills
Financial Analysis, Financial Modeling, Investment Banking, Series 7, Wealth Management, Valuation, Investment Strategies, Finance, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Investment Banking, Accounting
Colgate University 2003 — 2007
BA, Economics
Barclays May 2013 - Present
Education
University of Wisconsin-Madison - School of Business
Master of Science (MS), Finance
College of Charleston
Bachelor of Science (BS), International Business
UBS Wealth Management June 2015 - Present
Barclays January 2011 - June 2015
Merrill Lynch August 2006 - January 2011
SMC Corporation of America May 1996 - August 2006
Skills
Holistic Financial..., Wealth Management, Portfolio Management, Manager Selection, Alternative Investment..., Investment Banking, Capital Markets, Structured Investments
Education
Clarkson University 1992 — 1996
Barclays 2009 - 2011
Lehman Brothers January 2003 - December 2009
Skills
Business Analysis, Regulatory Requirements, Regulatory Filings, Regulatory Capital, Banking, Derivatives, Financial Risk, Risk Management
Education
Columbia College (NY)
BA, Economic History
Barclays January 2014 - January 2015
MDVIP August 2007 - January 2014
Expedia, Inc. January 2006 - July 2007
Williams-Sonoma, Inc. July 1999 - July 2006
Skills
Healthcare, Customer Service, Hospitals, Wellness, Healthcare Management, Leadership, Training, Team Building, Coaching, Clinical Research
Education
Western Illinois University 1982 — 1984
Social Sciences, Management
College of DuPage 1977 — 1981
Associate of Arts (A.A.) with honors, General Studies, 3.6
Barclays August 2014 - March 2015
Barclays February 2013 - August 2014
Barclays July 2012 - January 2013
ICAP August 2009 - July 2012
Barclays Capital Inc. September 2008 - July 2009
Lehman Brothers Inc. October 2004 - September 2008
Gibson, Dunn & Crutcher LLP September 2000 - October 2004
Chadbourne & Parke LLP October 1997 - September 2000
Education
Columbia University School of Law 1994 — 1997
Doctor of Law (JD)
Johns Hopkins SAIS 1990 — 1992
Master of Arts (M.A.), International Relations and Affairs
Cornell University College of Arts and Sciences 1987 — 1990
Bachelor of Arts (B.A.), Government
Barclays 2008 - 2011
Lehman Brothers 2005 - 2008
Education
Columbia Business School 2011 — 2016
Doctor of Philosophy (Ph.D.), Finance
Columbia University in the City of New York
Master’s Degree, Operations Research
Barclays 2013 - 2014
RBC Capital Markets September 2010 - August 2013
MIAC March 2009 - August 2010
Beyondbond, Inc. August 2006 - February 2009
Goldman Sachs July 1999 - September 2003
Skills
Financial Modeling, Fixed Income, Valuation, Derivatives, Bloomberg, Capital Markets, Financial Risk, CMBS, Hedging, Intex, Loans, Mortgage Lending, Residential Mortgages, Analysis, Portfolio Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Polytechnic University
Citi September 2009 - Present
JPMorgan Chase & Co. January 2009 - August 2009
Barclays June 2006 - October 2008
Merrill Lynch September 2002 - March 2006
J.P. Morgan Asset Management June 1998 - July 2000
J.P. Morgan April 1996 - June 1998
KPMG US September 1993 - April 1996
Skills
Sales, Credit Analysis, Syndicate, Capital Markets, Banking, Financial Analysis, Leadership, Risk Management, Finance
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1990 — 1993
Bachelor’s Degree, Accounting