Barclays Capital
Industry: Investment banking company
DescriptionBarclays Investment Bank is a British multinational investment bank under the auspices of Barclays headquartered in London. It provides advisory, financing and risk management services to large companies, institutions and government clients. Headquarters: London Revenue: 10.53 billion GBP (2016) Parent organization: Barclays Founded: 1997 Subsidiaries: Barclays Bank PLC, Research Division,
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Barclays Capital Employees
Budget Blinds of Manhattan January 2014 - Present
One Up Event Design February 2011 - May 2014
Barclays Capital October 2010 - December 2012
FINRA April 2008 - October 2010
Fidelity Investments June 2007 - August 2007
Skills
Microsoft Excel, Flowers, Floral Design, Event Planning, Event Management, Events, Sales, Management, Financial Analysis, Entrepreneurship, Finance, Financial Regulation, Marketing, Investments, Budgets, Securities, Vases, Flower Arrangements, Flower Delivery, Investment Banking, Private Equity, Equities
Education
St. John's University 2003 — 2007
B.S, Finance
Adobe September 2014 - Present
The Brownie and Madam Optical Co. August 2012 - Present
Adobe Systems January 2009 - April 2012
Barclays Capital August 2008 - December 2008
Apple June 2007 - August 2007
Impatica Inc. August 2003 - July 2006
Skills
New Business Development, Strategic Partnerships, Start-ups, Mobile, Alliances
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
University of Waterloo 1996 — 2001
Bachelor of Applied Science Honors, Computer Engineering
Waterfront Capital Partners June 2015 - Present
Barclays Investment Bank July 2012 - August 2014
Barclays Investment Bank July 2011 - July 2012
Barclays Capital September 2009 - July 2011
Israel’s Prime Minister Office April 2007 - August 2009
Israel Defense Forces October 2001 - September 2006
Skills
Investment Banking, Mergers, Corporate Finance, Financial Modeling, Financial Analysis, Company Valuation, Acquisitions, Debt & Equity Financing, Mergers & Acquisitions, Equities, Entrepreneurship, M&A experience, IPO, Start-ups, Investments, Finance, Valuation, Leveraged Finance, Economics, Venture Capital, Capital Markets, Fixed Income, Private Equity, Due Diligence, Corporate Development, Leadership, Hedge Funds
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Tel Aviv University 2006 — 2009
Bachelor of Arts (B.A.), Business Administration and Economics
Wells Fargo February 2014 - Present
Wells Fargo January 2013 - February 2014
Cardinal Health July 2012 - December 2012
CBS Corporation October 2011 - May 2012
St. John's University August 2011 - May 2012
Barclays Capital June 2011 - August 2011
JP Morgan Chase September 2010 - April 2011
JP Morgan Chase June 2010 - August 2010
Deloitte June 2009 - August 2009
Ocean Spray Cranberries June 2008 - August 2008
Skills
Risk Management, Financial Analysis, Internal Controls, Finance, Financial Modeling, PowerPoint, Credit, Loans, Financial Services, Underwriting, Credit Analysis, Credit Risk, Portfolio Management, Leadership, Auditing, Analysis, Accounting, Microsoft Excel
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2012
BS/MS, Accounting, Minor in Philosophy
Classical High School 2003 — 2007
High School
Merkle 2014 - Present
Retail Growth Fund (RGF) 2015 - Present
500friends 2013 - 2014
McKinsey & Company 2011 - 2013
Slurp.co.uk 2011 - 2011
Perfecta Partners LTD 2010 - 2010
Spinnaker Capital 2009 - 2009
National Bank of Abu Dhabi 2008 - 2008
Barclays Capital 2008 - 2008
Barclays Capital 2007 - 2007
Education
Stanford University
Masters
Cambridge Judge Business School
University of Cambridge
BA (Hons)
Wine & Spirit Education Trust
Diploma
Wine & Spirit Education Trust
Level 2 & 3 Certification
HSBC 2012 - October 2013
Barclays Capital May 2011 - October 2011
Morgan Stanley March 2010 - March 2011
Goldman Sachs October 2009 - March 2010
Commonwealth Bank of Australia February 2009 - October 2009
Credit Suisse August 2008 - October 2008
HSBC February 2007 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting, Financial Statement..., Management Accounting, Banking, Corporate Finance, Financial Accounting, Cash Management, Equities, Finance, Budgets, Microsoft Excel, Forecasting, Financial Planning
Education
St. Francis Xavier University 2001 — 2005
BBA, Accounting
AQR Capital Management February 2013 - Present
Barclays Capital June 2009 - January 2013
Lehman Brothers May 2008 - July 2008
Skills
Fixed Income, Trading, Derivatives, Bloomberg, Hedge Funds, Prime Brokerage
Education
St. Mary's University 2005 — 2009
BBA, Corporate Financial Management
New York Central Mutual - NYCM Insurance August 2013 - Present
New York Central Mutual - NYCM Insurance August 2010 - August 2013
Lockheed Martin June 2009 - August 2009
Barclays Capital April 2008 - May 2008
Skills
General Insurance, Financial Analysis, Business Planning, Insurance, Risk Management, Property, Commercial Insurance, Underwriting, Strategic Planning, Business Analysis, Liability
Education
St. Lawrence University 2006 — 2010
Bachelor of Arts (B.A.), Economics
The Institutes
CPCU
Essex Woodlands September 2013 - Present
Roark Capital Group June 2012 - August 2012
Friedman Fleischer & Lowe August 2009 - July 2011
Barclays Capital October 2008 - August 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Due Diligence, LBO, Venture Capital, Equities, Mergers & Acquisitions, Capital Markets, Financial Analysis, Strategy, Business Valuation, Investments, Hedge Funds
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2003 — 2007
BBA, MA, Finance, Economics
Stanford Graduate School of Business 2011 - Present
Università Bocconi February 2011 - July 2011
Intesa Sanpaolo November 2010 - February 2011
Barclays Capital June 2009 - September 2009
European Investment Consulting srl January 2008 - July 2008
Skills
Quantitative Finance, Market Microstructure, Econometrics, Asset Pricing, Corporate Finance, Stochastic Processes, Bloomberg, Eviews, Matlab, Stata, Datastream, VBA, Fortran, Unix, Econometria
Education
2011 — 2016
Università Commerciale 'Luigi Bocconi' 2008 — 2010
Master of Science, Finance
Università Commerciale 'Luigi Bocconi' 2005 — 2008
Bachelor of Science, Finance
Liceo Scientifco A. Antonelli 2000 — 2005
Diploma di Maturità
Barclays Investment Bank December 2014 - Present
Barclays Capital September 2008 - December 2014
Lehman Brothers June 2007 - September 2008
Rudolph Giuliani Presidential Campaign March 2007 - February 2008
Bloomberg LP October 2006 - May 2007
HSH Nordbank June 2006 - September 2006
CBS Corporation June 2006 - September 2006
Atlantic Records September 2005 - December 2005
Michael Bloomberg Mayoral Campaign August 2005 - November 2005
Education
Stanford University 2013 — 2015
New York University - Leonard N. Stern School of Business 2004 — 2008
BS
High School
BNP Paribas 2013 - Present
Citigroup 2010 - 2013
Barclays Capital 2008 - 2010
Barclays Capital 2006 - 2008
Skills
Bloomberg, Hedge Funds, Equities, Derivatives, Investment Banking, Capital Markets, AML, Prime Brokerage, Middle Office
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
Bachelor of Science, Marketing
Tiffany & Co. June 2014 - Present
Saks Fifth Avenue June 2013 - July 2013
Tommy Hilfiger August 2010 - June 2012
Barclays Capital July 2008 - June 2010
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Stanford University 2004 — 2008
B.A.
Barclays Capital June 2008 - June 2013
Lehman Brothers Holdings Inc. July 2008 - September 2008
Skills
Bloomberg, Financial Modeling, Fixed Income, Capital Markets, Valuation, Derivatives
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Certificate in Public Management and Social Innovation
UC Berkeley Haas School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Barclays July 2012 - Present
Barclays Capital June 2011 - August 2011
MetLife May 2010 - August 2010
Washington Mutual August 2005 - June 2007
Skills
Analytics, Finance, Valuation, Banking, Analysis, Financial Audits, Internal Audit, Variance Analysis, Account Reconciliation, IFRS, Cooking, Financial Risk, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2012
Bachelor of Science, Actuarial Science, Minor: Psychology, 3.85
IBB Consulting Group March 2015 - Present
Accenture December 2014 - March 2015
Accenture May 2014 - November 2014
Accenture September 2011 - April 2014
Barclays Capital June 2010 - August 2010
Silverpoint August 2009 - December 2009
The Burgiss Group January 2009 - May 2009
Lehman Brothers May 2007 - August 2008
Skills
Business Analysis, Visio, Requirements Analysis, Integration, MS Project, Requirements Gathering, Project Management, SDLC, Business Process..., Business Intelligence, Management Consulting, IT Strategy, Analysis, Software Development, Agile Methodologies, Vendor Management, Software Project..., Disaster Recovery, Process Engineering, HTML, Web Services, Business Process, Testing, Process Improvement, Solution Architecture, Unix, Systems Analysis, Business Process Design, Cloud Computing, IT Management, Visual Studio, IT Service Management, Data Modeling, XML, Enterprise Architecture, User Acceptance Testing, Data Center, Scrum, Data Analysis, Software Documentation
Education
Stevens Institute of Technology 2006 — 2011
Master of Engineering (M.Eng.), Systems Engineering
Stevens Institute of Technology 2006 — 2011
Bachelor of Engineering (B.E.), Computer Engineering
EcoCOOL World, LLC (A Wholly-Owned Subsidiary of IceCOLD2) December 2014 - Present
LRP Associates LLC February 1998 - Present
Beacon Strategies, LLC 2011 - 2014
GunnAllen Holdings May 2005 - June 2010
JPMorgan 2003 - 2005
Barclays Capital 1987 - 1998
Lehman Brothers 1984 - 1987
Israel Discount Bank 1980 - 1984
Bankers Trust Company 1973 - 1980
Education
St. Francis College 1969 — 1973
BA, Economics
Richmond University Medical Center June 2012 - Present
Nursing School January 2010 - January 2012
Financial Security Assurance October 2003 - July 2009
Alitalia Compagnia Aerea Italiana SpA 2002 - 2003
Barclay's Capital 2001 - 2002
Bank of New York 2000 - 2001
Skills
Financial Risk, Management, Analysis, Accounting, Auditing, Risk Management, Financial Analysis, Financial Reporting, Financial Modeling, Credit, Due Diligence, PeopleSoft, Corporate Finance, Derivatives, Portfolio Management, Credit Risk, Microsoft Excel, Finance, Credit Analysis
Education
Saint Paul's School of Nursing 2010 — 2012
Associates Degree, Nursing Science
Saint John's University 1996 — 2000
Bachelors, Finance
Saint John's University - Peter J. Tobin College of Business 1996 — 2000
Bachelors, Finance, General
Fontbonne Hall Academy 1992 — 1996
Regents Diploma
Barclays Capital January 2012 - Present
Barclays Capital June 2010 - December 2011
UBS Wealth Management February 2007 - June 2010
UBS Financial Services Inc. April 1999 - February 2007
Skills
ITIL, SQL, Business Analysis, PHP, Project Management, IT Service Management, Incident Management, Business Continuity, Change Management, HTML, CSS, Disaster Recovery, Production Support, Problem Management, Business Relationship..., Application Support, IT Management, IT Operations, SDLC, Service Delivery, Business Process..., Software Documentation, Risk Management, CRM, Security, Infrastructure, Data Center, Microsoft SQL Server, Information Technology
Education
State University of New York at Oswego 1996 — 1998
Bachelor of Arts (B.A.), Management Information Science
University of Maryland Baltimore County 1996 — 1996
Management Information Science
Citi August 2010 - Present
Barclays Capital July 2009 - July 2010
Barclays Capital January 2009 - July 2009
Barclays Capital October 2008 - December 2008
Lehman Brothers June 2007 - September 2008
Lehman Brothers Strategy and Technololgy November 2001 - June 2003
Lehman Brothers Inc., June 2000 - November 2001
Stanford Center for Professional Development December 1997 - June 2000
ESPN, The Magazine June 1999 - August 1999
Education
Stanford University 1998 — 2000
BA, Economics / Public Policy
Machon Shlomo
The Jerusalem Kollel
Catholic Health Services of Long Island November 2012 - Present
Software Asset Management Solutions, LLC September 2010 - October 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers March 2004 - September 2008
Lehman Brothers March 2001 - March 2004
Deutsche Bank April 2000 - March 2001
Bear Stearns August 1997 - April 2000
Skills
Project Management, Management, Software Documentation, Vendor Management, Databases, Software Asset..., Project Planning, IT Strategy, IT Management, Asset Management, Process Improvement, Disaster Recovery, Software Project..., IT Service Management, Budgets, ITIL, Contract Negotiation, SDLC, Procurement
Education
State University of New York College at Oneonta
Team Beachbody April 2014 - Present
Home Mom September 2013 - Present
LF USA (A Member of Li & Fung Ltd.) January 2011 - September 2013
International AIDS Vaccine Initiative July 2010 - December 2010
Barclays Capital April 2010 - June 2010
BDO Seidman, LLP April 2007 - March 2009
Bear Stearns & Co., Inc. June 2006 - July 2006
Bear Stearns & Co., Inc. April 2005 - January 2006
Volunteers of America September 2001 - January 2005
BUFFALO&ERIE COUNTY WORKFORCE DEVELOPMENT CONSORTIUM, INC. October 2000 - May 2001
Skills
Onboarding, Recruiting, New Hire Orientations, Employee Relations, HRIS, Talent Management, Applicant Tracking..., Human Resources, Performance Management, PeopleSoft, Background Checks, FMLA, HR Policies, Performance Appraisal, Teamwork, Personnel Management, Employee Engagement, Employee Benefits, Time Management, Interviews, Management, Training, Policy
Education
State University of New York at New Paltz 2006 — 2006
MBA and Speech Pathology classes., MBA & Speech Pathology classes
University at Buffalo 1995 — 2000
Bachelors, Psychology
PricewaterhouseCoopers LLP February 2014 - Present
PricewaterhouseCoopers LLP July 2012 - February 2014
Barclays Capital November 2011 - January 2012
JP Morgan Chase May 2010 - January 2011
MetLife August 2007 - May 2010
American Express June 2007 - August 2007
American Express June 2007 - August 2007
IBM Corporation August 2001 - May 2007
Professional Services March 2000 - August 2001
IBM May 1998 - March 2000
Skills
Strategic Sourcing, Procurement, Vendor Management, SLA, Vendor, Supplier Management, Contract Negotiation, Customer Relations, Negotiation, Contract Management, Purchasing, Outsourcing, Spend Analysis, Sourcing, eSourcing, Supply Chain Management, E-procurement, Customer Service, Microsoft Office, E-sourcing, Team Building, Sourcing & Procurement, Supplier Evaluation, Category Management, Strategic Planning, Excel, Supply Chain, Global Sourcing, Supplier Negotiations, Word, PowerPoint, Supplier Diversity, Supervisory Skills, Ariba, Customer Satisfaction, ERP, Supplier Selection, Planning, Account Management, Program Management, CRM, Supply Management, Forecasting, Management, Strategy, Leadership, Analysis, Risk Management, Project Management, Integration
Education
State University of New York College at Old Westbury 1982 — 1985
B.S. Degree, Business Management
Murray Bertraum High School for Business Careers 1975 — 1979
high school diploma, Business Management
Federal Reserve Bank of New York March 2009 - October 2013
Barclays Capital 2008 - 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2005 - 2007
Lehman Brothers 2002 - 2005
Lehman Brothers 1994 - 2002
American Express 1991 - 1994
Lehman Brothers 1987 - 1991
American Express 1983 - 1987
Skills
Reference Data, Data Quality, Data Management, Market Data, Data Governance, Electronic Trading, Vendor Management, Securities, Trading Systems, PMO, Business Analysis, Equity Derivatives, Account Management, New Business Development, Sybase, SDLC, Data Strategy, Master Data Management, Information Management, Data Quality Control, Data Quality Assurance, Project Management, Relationship Management, Product Management, Product Marketing, Business Process..., Migration Projects
Education
Saint John's University - Peter J. Tobin College of Business 1979 — 1983
Bachelor of Science (BS), Quantitative Analysis and Operations Management
Independent Contractor / Project Manager March 2011 - Present
CGI April 2009 - February 2011
Barclays Capital October 2008 - March 2009
Lehman Brothers April 2007 - October 2008
Various Consulting Companies July 1997 - March 2007
BestFoods Baking Companies 1987 - 1997
Skills
PeopleSoft, Software Project..., Business Analysis, Best Practices, Application Lifecycle..., Vendor Management, IT Strategy, SDLC, ERP, Sybase, Integration, Project Management, Business Process, Change Management, Process Improvement, Team Building, Consulting, PMO, Requirements Analysis, Enterprise Architecture, Requirements Gathering, Project Portfolio..., Leadership, PMP
Education
State University of New York at Albany 1979 — 1981
Bachelor of Science (BS), Economics/Business Administration
State University of New York College at Geneseo 1978 — 1979
Connetquot High School
Connetquot High School
Avon September 2008 - Present
Avon 2008 - 2010
Barclays Capital 2008 - 2009
Susquehanna International Group, LLP (SIG) May 2006 - April 2007
JPMorgan Chase 2001 - 2006
Skills
Lotus Notes, Cosmetics, Administrative..., SharePoint, PowerPoint, Office Administration, Microsoft Excel, Event Planning, Office Management, Customer Service, Management, Outlook, Marketing, Microsoft Word, Lead Generation, Fundraising, Concur, Human Resources, Training, Travel Arrangements, Spreadsheets, PeopleSoft, Data Entry, Access, Social Networking, Calendars, Administrative...
Education
State University of New York Empire State College 2014 — 2017
Bachelor's Degree, BS
Jeta e Re 1989 — 1993
Career Blazers, New York, NY
PC Advantage Certificate
JPMorgan Chase March 2014 - Present
Barclays Capital September 2008 - January 2014
Lehman Brothers September 1989 - September 2008
Merrill Lynch December 1985 - September 1989
Sperry Corporation August 1980 - December 1985
Skills
Project Management, Fixed Income, Investment Banking, Trading Systems, Equities, Capital Markets, Market Data, Securities, Business Objects, Business Intelligence, Sybase, Software Development, Middle Office, SDLC, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
APC, Finance
Saint John's University - Peter J. Tobin College of Business 1980 — 1985
MBA, Operations Research
St. John's University 1976 — 1980
BS, Mathematics
Holy Family High School 1972 — 1976
St. Anthony of Padua
Blockchain University July 2015 - Present
The Goddard School October 2014 - June 2015
J.P. Morgan Asset Management July 2012 - September 2014
J.P. Morgan Asset Management July 2010 - July 2012
Stevens Enterprise Development & Licensing September 2009 - December 2009
JP Morgan Chase June 2009 - August 2009
Kaufman Bros. October 2008 - April 2009
Barclays Capital June 2008 - August 2008
Skills
Business Analysis, Business Strategy, Business Development, Data Analysis, Project Management, Management, Excel, Microsoft Excel, PowerPoint, Mobile Technology, Data Management, Business Management, Microsoft Office, Investments, Technology Development, Blogging, Social Media Outreach, Analysis, Financial Services, Strategy
Education
Stevens Institute of Technology 2005 — 2010
B.S., Business & Technology, Finance
Stevens Institute of Technology 2005 — 2010
M.S., Global Innovation Management
Cadwalader, Wickersham & Taft LLP December 2014 - Present
Dentons US LLP May 2012 - November 2014
Dewey & LeBoeuf LLP October 2010 - February 2012
Community Communications January 1993 - February 2012
Barclays Capital March 2010 - July 2010
MasterCard June 2009 - March 2010
Morgan Stanley March 2006 - March 2009
Newburgh Enlarged City School District 2004 - 2007
United Jewish Communities July 2000 - October 2001
News 12 Bronx / Rainbow Media March 1998 - July 2000
Skills
Tandberg, Microsoft Office, Video Conferencing, Video, Digital Media, AV, Video Production, Audio Conferencing, Broadcast, Crestron, Media Production, Camera, Training, Video Editing, Leadership, Final Cut Pro, Sales, Facebook, Television, HD Video, Telepresence, Videography, Broadcast Television, Web Video, Multimedia, Streaming Media, Digital Video, Mac, Networking, Producing, Sound, Live Events, New Media, Creative Direction, Editing, Management, Troubleshooting, Event Planning, Customer Service, Project Management
Education
State University of New York College at Plattsburgh 1988 — 1992
Bachelor, Mass Communications
University of Central Lancashire 1990 — 1990
Study Abroad, Euopean Mass Media Arts
NFA 1986 — 1988
NYS Regents Diploma, Communications and IT Studies
Liteon October 2014 - Present
Fairchild August 2012 - December 2013
TD Securities July 2010 - June 2012
Barclays Capital June 2009 - August 2009
Korea Life Insurance Company May 2009 - June 2009
STIC Investments January 2008 - July 2008
Samsung Electronics July 2003 - November 2007
Google June 2002 - July 2003
Accenture April 2003 - June 2003
Siemens June 2002 - August 2002
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Private Equity, Corporate Finance, Investments, Management, Business Strategy, Due Diligence, Valuation, Fixed Income, Strategy, Investment Banking, Equities, Emerging Markets, Derivatives, Capital Markets, Data Analysis, Bloomberg, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance & Statistics
Stanford University 2001 — 2003
MS, Management Science & Engineering (Focus in Finance & Economics)
Yonsei University 1998 — 2001
BS, Civil Engineering
Carlisle & Gallagher Consulting Group October 2013 - Present
Independent Consulting Company January 2012 - January 2013
Bank of America November 2010 - October 2011
Barclays Capital October 2009 - November 2010
Bank of America March 2006 - October 2009
JP Morgan Chase 2005 - 2006
Morgan Stanley September 2003 - May 2005
Bank of New York September 2001 - August 2002
AXA Financial January 1999 - April 2001
KeyCorp August 1998 - January 2001
Skills
Reference Data, Fixed Income, Equities, Capital Markets, Banking, Financial Risk, Trading, Financial Services, Back Office, Risk Management, Middle Office, SDLC, Investment Banking, Credit, Retail Banking, Business Analysis, Finance, Credit Risk, Requirements Gathering, Trading Systems, Relationship Management, Market Risk, Analysis, Investments, Financial Markets, Securities, Portfolio Management, Bloomberg, Market Data, Mutual Funds, Agile Methodologies, AML, Management, Operational Risk, Prime Brokerage, Operational Risk..., Data Analysis, Project Management, Change Management, PMO, Workflow Management, Data Anal, Legacy Conversion, Business Process...
Education
State University of New York - System
BS, Finance
Millennium Partners September 2015 - Present
Deimos Asset Management February 2015 - August 2015
Guggenheim Global Trading / Guggenheim Partners April 2011 - January 2015
DiMaio Ahmad Capital LLC May 2007 - April 2011
Barclays Capital August 2006 - April 2007
Barclays Capital June 2005 - August 2005
Skills
Risk Management, Hedge Funds, Financial Risk, P&L Analysis, Simulations, Quantitative Analytics, Variance Analysis, Scenario Analysis, Performance Attribution, Rapid Prototyping, R, Excel/VBA, C++/C#, SQL, RiskMetrics, BarraOne, Equities, Fixed Income
Education
Stevens Institute of Technology 2003 — 2006
MS
Avidex August 2015 - Present
ELECTROBOARD Solutions September 2014 - July 2015
Lions, Tigers & Bears January 2013 - April 2013
LM Capital Group, LLC. March 2010 - June 2012
Barclays Capital September 2008 - January 2009
Lehman Brothers October 2006 - September 2008
RR Donnelly/OfficeTiger October 2002 - October 2006
Verizon Wireless January 2001 - June 2002
Sprint February 1996 - September 2000
Skills
Training, CRM, Project Management, Data Analysis, Management, Team Building, Analysis, Vendor Management, Process Improvement, Operations Management, Leadership, Offshoring, Change Management, Strategic Planning, Marketing, Business Development, Sales, Account Management, Team Management, Performance Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Event Management, Facebook
Education
State University of New York Empire State College
A.S., Business Management
State University of New York Empire State College
B.A., Arts Management
TIAA-CREF July 2013 - Present
Citi November 2010 - July 2013
Barclays Capital April 2010 - November 2010
Morgan Stanley May 2009 - April 2010
PR Newswire January 2009 - May 2009
KPMG May 2008 - January 2009
Morgan Stanley April 2007 - May 2008
UBS October 2006 - April 2007
MetLife February 2002 - October 2006
Cantor Fitzgerald May 1999 - February 2002
Skills
PMP, SDLC, IT Management, ITIL, Program Management, Process Improvement, Agile Project Management, Business Analysis, PMO, Software Project..., IT Strategy, Vendor Management, Requirements Analysis, Business Intelligence, Programme Governance, Enterprise Risk..., Change Management, Organizational Change..., Global Wealth Management, Operational Risk..., Credit Risk, Market Risk, Asset Management, Capital Markets, Dodd Frank, Business Process, Integration, Risk Management
Education
Stevens Institute of Technology 1999 — 2001
Master, Information System
Citi November 2009 - Present
Barclays Capital 2009 - 2009
Lehman Brothers October 1998 - September 2008
Education
State University of New York College at Plattsburgh 1992 — 1996
Barclays January 2013 - Present
Barclays for Swiss Post Solutions December 2011 - December 2012
Barclays Capital December 2011 - May 2012
SEIU for Planned Parenthood March 2011 - December 2011
Freelance August 2009 - December 2011
Regus February 2008 - December 2008
Standard & Poor's January 2005 - May 2007
McGraw-Hill 1991 - 2007
Citibank N.A. January 1982 - August 1990
Skills
Project Delivery, Business Intelligence, Event Management, Relationship Management, Financial Services, Operations Management, Business Analysis, Fixed Income, Project Management, Capital Markets, Change Management, Product Management, Process Improvement, Call Center, Quality Assurance, Telecommunications, Call Centers, Cross-functional Team..., Vendor Management, Business Process..., Team Building, Training, CRM, Leadership, Strategy, Risk Management
Education
St. Francis College
Business Management
Deutsche Bank June 2011 - Present
Credit Suisse January 2010 - May 2011
Barclays Capital August 2007 - January 2010
Skills
Prime Brokerage, Middle Office, Fixed Income, Electronic Trading, Derivatives, Trading Systems, Hedge Funds, Series 7, Structured Products, Financial Markets, Capital Markets, Credit Derivatives, Alternative Investments, Investment Banking, Bloomberg, Back Office, Market Data, Commodity, Equity Trading, Swaps, Securities Lending, Options, Series 63, Equity Derivatives, Trading, Equities, CDS, FX Options
Education
Saint John's University - Peter J. Tobin College of Business 1997 — 2001
Bachelor's degree, Accounting and Finance
MMR II & RMM II Realty Inc. January 2014 - Present
Barclay's Capital July 2006 - August 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
St. John's University 1993 — 1997
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Permira June 2015 - Present
Serent Capital August 2011 - August 2013
Barclays Capital July 2009 - July 2011
Singapore Armed Forces 2003 - 2005
Skills
Private Equity, Investment Banking
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Vassar College 2005 — 2009
Bachelor of Arts (B.A.), Economics, Music
United World College USA 2001 — 2003
International Baccalaureate
J.P. Morgan December 2013 - Present
Atalaya Capital Management May 2013 - December 2013
American Express April 2012 - May 2013
Year Up April 2010 - January 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers July 2007 - September 2008
Skills
Situational Leadership, Community, Public Speaking, Equities, Bloomberg, Financial Analysis, Risk Management, Microsoft Excel, Access, Capital Markets, Financial Modeling, PowerPoint, Outlook, Bonds, Data Analysis, Equity Trading, Bank Reconciliation, International..., Digital Media, Sound Editing, Recording Studio, Digital Recording, Music Business..., Information Technology, Auditing, MIDI, Pro Tools, Production Technology, Corporate Actions, Fixed Income, Prime Brokerage, Bloomberg Terminal, Derivatives, Investment Banking, Valuation, Back Office, Series 7, Trading Systems, Options, Mutual Funds
Education
SUNY Empire State College 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business, Management and Economics, 3..3
Year Up New York City 2007 — 2008
Technical Certification, Information Technology & Investment Operations
Touro College 2005 — 2006
Certification, Digital Media Arts, 3.4
Fortinet June 2015 - Present
Mocana Corporation November 2012 - May 2015
Aerohive Networks December 2011 - August 2012
BreakingPoint Systems January 2011 - December 2011
Boreham Communications LLC December 2008 - December 2011
StreetWise Partners September 2008 - July 2011
Pareto Networks July 2010 - January 2011
Keane April 2009 - January 2011
Barclays Capital September 2008 - December 2008
Lehman Brothers August 2000 - September 2008
Skills
Cisco Technologies, Network Architecture, VPN, Firewalls, Routing, Network Design, VoIP, Routers, Cisco IOS, Information Technology, Virtualization, OSPF, Mobile Devices, VMware, Troubleshooting, EIGRP, Cloud Computing, LAN-WAN, Router Configuration, QoS, Wireless Networking, Linux, Enterprise Software, Routing Protocols, Network Security, Public Speaking, Mobile Applications, Mobile Technology, Systems Engineering, Sales Engineering, Pre-sales, SaaS, Cisco Routers, Catalyst Switches, Coaching, Microsoft Excel, Training Delivery, Start-ups, Mac OS, Fortinet, Cyber-security, Photography, Data Center, Integration, Security, Networking, Telecommunications, WAN
Education
Monsignor Farrell High School
Stevens Institute of Technology
BE, Electrical Engineering
DC Prep July 2014 - Present
Stanford University August 2012 - June 2014
Achievement First June 2013 - August 2013
Aspire Public Schools May 2012 - August 2012
Huntsman Gay Global Capital September 2010 - August 2012
Barclays Capital July 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Education
Stanford University 2012 — 2014
MBA / MA in Education
University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Finance
Wells Capital Management July 2014 - Present
Wells Capital Management May 2012 - July 2014
Barclays Capital July 2010 - April 2012
Barclays Capital June 2009 - August 2009
Apple Inc. May 2007 - June 2009
Citi Smith Barney April 2008 - August 2008
Skills
Valuation, Financial Modeling, Equities, Financial Analysis, Portfolio Management
Education
Stanford University 2006 — 2010
Bachelor of Arts, Economics
Vessel July 2015 - Present
Nest June 2014 - September 2014
Hulu September 2012 - June 2013
Hulu September 2011 - August 2012
Barclays Capital June 2010 - September 2011
Barclays Capital June 2009 - August 2009
Triton Pacific Capital Partners November 2007 - January 2009
Wachovia Securities, LLC May 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Equities, LBO, Strategy, Finance, Valuation, Financial Analysis, Accounting, Corporate Finance, Mergers, Microsoft Office, Analytics, Management, Business Strategy, Marketing, Mergers
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2006 — 2009
Bachelor of Science, Business Administration
The Ergonomic Group March 2000 - Present
Barclays Capital January 1991 - March 2000
Grumman Data Systems January 1988 - June 1991
Skills
Enterprise Software, Virtualization, Storage, Cloud Computing, Data Center, IaaS, Storage Area Networks, Enterprise Storage, NetApp, High Availability, NAS, VMware, Networking, Disaster Recovery, SAN, Storage Virtualization, IT Service Management, Professional Services, ITIL, Pre-sales, SaaS, Solaris, VDI, Storage Solutions, HP
Education
State University of New York College at Potsdam 1983 — 1987
BS, Computer Science, Mathematics
Auction.com January 2015 - Present
Barclays Investment Bank October 2013 - July 2014
Barclays Investment Bank July 2010 - October 2013
Barclays Investment Bank July 2008 - July 2010
Barclays Capital June 2007 - August 2007
Buffalo Bills September 2006 - February 2007
Skills
Valuation, Analysis, Sales, Mergers, Finance, Financial Analysis, Fixed Income, Analytics, Financial Modeling, Equities, Series 7, Access, Series 63, Derivatives, Business Analysis, Market Research, Microsoft Excel, Data Analysis, Hedge Funds, Corporate Finance, Capital Markets, Structured Products, Mergers & Acquisitions
Education
State University of New York at Buffalo - School of Management 2004 — 2008
B.S, Finance
Our Lady of Lourdes High School 2000 — 2004
Weil Gotshal and Manges April 2012 - Present
Barclays Capital December 2011 - February 2012
Investcorp May 2011 - September 2011
Coach July 2010 - December 2010
Evercore Partners May 2008 - June 2009
Banc of America Securities June 2007 - May 2008
Deutsche Bank Securities January 2001 - June 2007
EGS Securities June 1998 - January 2001
Skills
Equities, Investment Banking, Private Equity, Securities, Hedge Funds, Corporate Finance, Bloomberg, Asset Managment
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
New Jersey Technology Council September 2015 - Present
SPHERE Technology Solutions January 2010 - Present
StealthBits Technologies November 2008 - February 2010
Barclays Capital 2008 - 2008
Lehman Brothers 2004 - 2008
Skills
Messaging, Identity Management, Data Migration, Product Lifecycle..., Unified Communications, Security, Professional Services, Strategy, Solution Selling, Business Continuity, ITIL, Information Security..., Cloud Computing, Management, Information Security, Disaster Recovery, IT Service Management, Enterprise Software, SDLC, Product Management, Information Technology, Microsoft Technologies, Business Intelligence, SaaS, IT Strategy, Enterprise Architecture
Education
Stevens Institute of Technology 2002 — 2006
Bachelors of Science, Computer Science and Mathematics
Stevens Institute of Technology
Computer Science
UBS Investment Bank November 2014 - Present
Barclays Capital August 2010 - November 2014
Schaeffler Group USA, Inc. June 2007 - September 2009
Chaminade High School 2004 - 2006
Sara Lee Knit Products 1992 - 2002
American Greetings 1988 - 1992
Education
State University of New York College at Cortland 1982 — 1986
Bachelor Arts, Liberal Arts/German
Georgia State University February 2009 - Present
Marsh & McLennan Companies, Inc. April 2002 - December 2004
Societe Generale Corporate & Investment Banking April 1995 - March 2002
Barclays Capital February 1992 - March 1995
Standard & Poor's August 1985 - February 1992
Education
University of Notre Dame - Mendoza College of Business 1984 — 1985
MBA, Finance
State University of New York College at Oswego 1979 — 1983
BS, Business Administration
RBC Capital Markets August 2011 - Present
Movado Group, Inc. January 2010 - May 2010
Barclays Capital September 2008 - December 2008
Lehman Brothers January 2008 - May 2008
Skills
Business Analysis, Project Management, SAP, Data Analysis, Requirements Analysis, Process Improvement, SQL, Project Planning, Requirements Gathering, Systems Engineering, Business Intelligence, OBIEE, Microstrategy, Tableau, Business Continuity..., Fixed Income, Analysis, Risk Management, Visio
Education
Stevens Institute of Technology 2006 — 2011
B.E., Engineering Management
Merrill Lynch January 2015 - Present
Merrill Lynch September 2011 - Present
Coalition for Debtor Education July 2011 - Present
Barclays Capital March 2010 - February 2011
Barclays Capital June 2007 - March 2010
PricewaterhouseCoopers July 2004 - June 2007
Altria May 2001 - December 2003
Skills
Financial Analysis, Equity Valuation, Financial Reporting, Finance, Equities, Investment Banking, Fixed Income, Portfolio Management, Banking, Financial Modeling, Investments, Financial Services, Securities, Corporate Finance, Analysis, Capital Markets
Education
State University of New York at New Paltz 2000 — 2004
BS, Accounting
PricewaterhouseCoopers LLP January 2007 - Present
Barclays Capital September 1999 - April 2005
Paloma Partners October 1998 - September 1999
RBS Greenwich Capital October 1992 - January 1995
Education
State University of New York College at Oswego 1988 — 1992
B.A., Accounting
BlackRock December 2009 - Present
Barclays Global Investors December 2003 - Present
Barclays Global Investors July 2001 - November 2003
Credit Suisse First Boston 1999 - 2000
Barclays Capital 1997 - 1999
Skills
Fixed Income, Equities, Portfolio Management, Trading, Options, Derivatives, Hedge Funds, Investments, Quantitative Finance, Asset Management, R, Bonds, Trading Systems, Quantitative Analytics, Data Mining, Credit Derivatives, Financial Modeling, C++, CDS, Capital Markets
Education
CFA Institute 2003 — 2005
CFA, Finance
Stanford University 1993 — 1997
PhD, Theoretical Physics
Moscow Institute of Physics and Technology (aka Phystech) 1985 — 1991
MS, Physics
Deutsche Bank August 2014 - Present
Deutsche Bank September 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers April 2007 - September 2008
Credit Suisse February 2005 - March 2007
Merill Lynch February 2004 - February 2005
Lehman Brothers June 2000 - February 2004
Skills
Trading Systems, Electronic Trading, Low Latency, Equity Trading, Exchange Connectivity, Prime Brokerage, Sybase, Capital Markets, Options, Equity Derivatives, Derivatives, Investment Banking, Market Data, Equities, Fixed Income
Education
State University of New York at New Paltz 1996 — 2000
BS
Greenway Health (a Vista Equity Partners portfolio company) June 2013 - Present
Vista Equity Partners August 2012 - Present
Barclays Capital July 2010 - July 2012
Heidrick & Struggles March 2009 - June 2010
Credit Suisse June 2003 - 2009
Clarent Corporation 1999 - 2001
Credit Suisse (DMG Technology Group)- Technology Banking 1997 - 1999
Deloitte & Touche 1996 - 1997
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1994 — 1996
BS
Stanford University 1991 — 1993
J.P. Morgan April 2013 - Present
Barclays Capital February 2010 - April 2013
WearIt.com August 2007 - December 2009
Houlihan Lokey July 2005 - July 2007
Conestoga Capital August 2004 - September 2004
Piper Jaffray July 2004 - August 2004
Piper Jaffray July 2003 - September 2003
Integrated Circuit Systems July 2002 - August 2002
WRDS (Wharton Research Data Services) June 1998 - August 2001
Skills
Financial Analysis, Financial Modeling, Strategic Thinking, Analysis, Market Analysis, Business Strategy, Business Analysis, Communication, Strategic Communications, Communication Skills, Mergers & Acquisitions, Investments, Strategy, Emerging Markets, Venture Capital, Acquisitions, Land Rover, Start-ups, Programming, Technology, Semiconductors, Electronics, Portfolio Management, Strategic Negotiations, IPO, DCF, Real Estate Acquisitions
Education
Stanford University 2001 — 2005
BA
Bank of America September 2009 - Present
Barclays Capital 2008 - 2009
Bear stearn 2007 - 2008
Bank of America 2005 - 2007
lehman brothers 2003 - 2005
Deutsche Bank 2000 - 2003
Lehman Brothers 1998 - 2000
Education
Stanford University
MSEE
Barclays Capital April 2012 - Present
Eurohypo AG October 2005 - April 2012
Prudential Mortgage Capital 2003 - 2005
Citigroup Asset Management 2002 - 2003
Education
Saint Lawrence University 1998 — 2002
BA
Greenwich High School 1994 — 1998
Mitsubishi UFJ Securities (USA), Inc. May 2015 - Present
Credit Suisse November 2014 - May 2015
Barclays Capital July 2010 - November 2014
Barclays Capital June 2009 - August 2009
Broadridge June 2008 - August 2008
Forex Capital Markets May 2007 - May 2008
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
Barclays Capital March 2010 - Present
Citigroup August 2000 - March 2008
Citigroup October 1998 - August 2000
Travelers Insurance October 1997 - October 1998
National Westminster September 1994 - 1997
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
IM2 Consulting LLC June 2015 - Present
RE/MAX Alliance Group November 2013 - Present
Financial and Compliance System Consulting April 2013 - November 2013
Barclays Capital February 2012 - May 2013
Barclays Capital 2009 - 2012
Barclays Capital 2007 - 2009
Barclays Capital 2003 - 2007
Barclays Capital 1999 - 2003
Fuji Capital Markets 1996 - 1999
Lehman Brothers 1987 - 1995
Skills
Compliance Regulations..., Application..., Business Analysis, Build vs. Buy Analysis, Change Management, Contract Negotiations, Emerging Markets, Fixed Income, Investment Banking..., Large Team Leadership, Technology Systems..., Vendor Selection &..., Project/Program..., Certified Public..., Chartered Bank Auditor, Investment Banking, Business Process, Contract Negotiation, Project Management, Strategy, CPA, Financial Reporting, Leadership, Cost Benefit, Team Building, Banking, Analysis, Financial Services, Risk Management, Management, Financial Risk, Finance, Capital Markets
Education
State University of New York College at Plattsburgh
Bachelor of Science, Accounting
Senator Investment Group December 2014 - Present
Visium Asset Management May 2013 - October 2014
J.P. Morgan September 2010 - May 2013
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Education
Stanford University 2003 — 2007
Home, Inc. 2003 - Present
AXA Equitable May 2002 - December 2007
Tradescape.com 2000 - 2002
AllNetHoldings.com 2000 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1988 - 1996
Education
Teachers College of Columbia University 1986 — 1988
EdM, Counseling Psychology
Teachers College of Columbia University 1986 — 1988
MA, Organizational Development/Psychology
State University of New York - System 1982 — 1986
BA, Psychology and Speech Communications
McGraw Hill Financial 2012 - 2013
The McGraw-Hill Companies 2010 - 2012
Moody's 2008 - 2008
Barclays Capital 2006 - 2008
Morgan Stanley 2006 - 2006
Morgan Stanley 2000 - 2006
Skills
Software Documentation, SharePoint, ITIL, PMO, MS Project, SDLC, Visio, Business Analysis, Business Process, Project Planning, Access, Documentation, Excel, Microsoft Excel, Requirements Gathering, Knowledge Management, Knowledge Sharing, Knowledge Base, Flow Diagrams, Process Flow..., Process Improvement, Process Architecture, Foundation Certificate..., ITIL v3 Foundations..., IT Service Management, ITIL Certified, ITIL Process, Process Consulting, Communication Skills, Document Management, Technical Documentation, Document Review, Editing, Building Relationships, Analysis, IT Outsourcing, Work Independently with..., Collaboration, Standardization, Consistency, Highly responsible, Intranet, Learning Quickly, SharePoint Designer, Issues Managment, Risk Management, Consulting, it service
Education
Stevens Institute of Technology
Master of Science (MS), Telecommunications Management
University of Mary Washington
Bachelor of Arts (B.A.), Economics
Deloitte May 2015 - Present
Barclays Capital 2008 - May 2015
Lehman Brothers November 2006 - October 2008
Lehman Brothers December 2005 - November 2006
Lehman Brothers June 2002 - January 2006
Skills
Human Resources, Training, Management, Recruiting, Screening Resumes, Talent Management, Performance Management, Interviews, Talent Acquisition, Employee Engagement, Employee Relations, College Recruiting, Financial Services, Employee Training, Analysis, Graduate Recruitment, Team Building, Project Planning, Networking, Fixed Income, Trading Systems
Education
State University of New York College at Buffalo 1998 — 2002
BS, Business Administration
Shutterstock October 2015 - Present
CKO Kickboxing Clinton Hill October 2012 - Present
Amplify (fka Wireless Generation) November 2014 - September 2015
Barclays Investment Bank April 2013 - November 2014
Amplify (Wireless Generation) January 2011 - April 2013
Barclays Capital July 2010 - December 2010
LendKey April 2010 - July 2010
iPRO (Independent Professional Recruiters Organization) January 2009 - July 2010
Pfizer Inc. October 2006 - September 2008
Boutique Staffing Companies in NYC January 2003 - April 2006
Skills
Diversity Recruitment, Staff Planning, Recruitment/Retention, Negotiation, Social Networking, Client Interfacing, Data Analysis, New Hire Training, Training & Development, Organizational..., Talent Acquisition, Applicant Tracking..., Full-cycle Recruiting, Direct Sourcing, Technical Recruiting, Interviewing, Onboarding, Workforce Planning, HRIS, Internet Recruiting, Salary Negotiation, Executive Search, Screening, Talent Management, Resume Writing, Succession Planning, PeopleSoft, HR Strategy, Sourcing, Designers, Project Managers, Product Managers, Technology, Recruiting, Management, Interviews, Employee Training, Benefits Negotiation, CRM, Plyometrics, High Intensity Interval..., Body Weight Training, RPO, Human Resources
Education
State University of New York College at Oneonta 1990 — 1994
B.A., Literature
Edgemont High School
Logorinth, LLC January 2013 - Present
Barclays Capital June 2012 - January 2013
Bank of America June 2007 - January 2012
Lincoln Financial Group 2006 - 2007
Lincoln Financial Group 2006 - 2007
Skills
Business Analysis, Fixed Income, Requirements Analysis, SQL, Project Management, Financial Analysis, Valuation, Agile Methodologies, Oracle, Trading Systems, Capital Markets, Data Analysis, Java, XML, Strategic Planning, Product Management, Call Center, Customer Experience, Venture Capital
Education
Stanford University 1984 — 1988
BS, Computer Systems Engineering
CME Group June 2014 - Present
Citigroup October 2009 - June 2014
Barclays Capital October 2008 - October 2009
Lehman Brothers June 2001 - September 2008
Skills
Derivatives, Fixed Income, Credit Derivatives, Trading, Interest Rate..., Equity Derivatives, Capital Markets, Middle Office, Interest Rate Swaps, Structured Products, Operational Risk, Product Control, Market Risk, Prime Brokerage, Bloomberg Terminal, Swaps, CDS, Bonds, Hedge Funds, Electronic Trading, Trading Systems, MBS, Equities, Bloomberg, FX Options, Options
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Finance
Credit Suisse June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers June 2001 - September 2008
Education
Stevens Institute of Technology 1999 — 2001
Barclays Capital September 2008 - Present
Lehman Brothers May 1998 - September 2008
Skills
IT Management, Networking, Collaborative Problem..., Network Administration, Risk Management, Network Services, VoIP, Firewalls, Switches, Trading Systems, Vendor Management, Market Data, Leveraged Finance, Data Center, Cisco Routers, Investment Banking, Fixed Income, IT Strategy, Team Leadership, Unix, Electronic Trading, Banking, Load Balancing, Management, Change Management, Derivatives, Disaster Recovery
Education
Stevens Institute of Technology 1994 — 1999
Bachelor of Engineering, Computer Engineering
BlackRock May 2011 - Present
Goldman Sachs June 2010 - August 2010
Barclays Capital August 2007 - June 2009
Education
Stanford University 2009 — 2011
Master, Financial Mathematics
University of Waterloo 2002 — 2007
Fidelity Investments April 2012 - Present
National Grid April 2011 - April 2012
Barclays Capital September 2008 - February 2011
Lehman Brothers November 2007 - September 2008
Praetorian Financial Group 2004 - 2006
Skills
Accounting, Financial Reporting
Education
State University of New York College at Buffalo 1997 — 2002
Benjamin Moore & Co. May 2000 - Present
Benjamin Moore & Co. 2000 - Present
Barclays Capital 1988 - 1998
Skills
Cross-functional Team..., Project Management, Business Analysis, Process Improvement, Account Management, Vendor Management, Change Management, Project Portfolio...
Education
St. John's University, The Peter J. Tobin College of Business
UBS Investment Bank May 2012 - Present
Barclays Capital 2009 - 2011
Goldman Sachs August 2000 - August 2009
Education
Saint John's University - Peter J. Tobin College of Business
MBA
Saint John's University
Bachelor of Science
Barclays Capital 2010 - September 2010
Deutsche Bank 2008 - 2010
Citigroup 2004 - 2008
Deutsche Bank 1998 - 2004
Education
St. John's University, The Peter J. Tobin College of Business
OppenheimerFunds May 2013 - Present
Barclays Capital May 2012 - May 2013
HSBC Securities July 2010 - May 2012
GFI Group April 2008 - July 2010
Morgan Stanley April 2006 - April 2008
Merrill Lynch 1998 - 2006
Skills
Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Operational Risk, Process Improvement, Auditing, Banking, Risk Assessment, Financial Reporting, Leadership, Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2004
MBA, International Business
Barclays Capital Vice PresidentBankers Trust1989 - 2000
Education
State University of New York College at Oneonta 1980 — 1984
Royal Bank of Scotland April 2009 - Present
Barclays Capital August 2008 - April 2009
Morgan Stanley May 2005 - February 2008
JP Morgan September 1997 - May 2005
JPMorgan 1997 - 2005
Office of the NYC Comptroller June 1995 - August 1997
Skills
Financial Analysis, Forecasting, Mergers & Acquisitions, Financial Reporting, Competitive Analysis, Analysis, Management, Equities, Access, Market Research
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
MBA, Finance
State University of New York at New Paltz 1991 — 1995
BS, Marketing/Economics
Bank of America April 2010 - Present
Barclay's Capital October 2006 - May 2010
JPMorgan Chase March 2006 - October 2006
AHRC Nassau County December 2003 - March 2006
Skills
Credit Derivatives, Fixed Income, Equities, Investment Banking, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Trading Systems, Business Analysis, Structured Products, Portfolio Management, Trading
Education
State University of New York at New Paltz 1997 — 2002
Bachelor of Scinece, Computer Science
SunTrust Robinson Humphrey July 2014 - Present
Barclays Capital October 2010 - June 2014
Viacom March 2008 - September 2010
Deutsche Bank September 2002 - January 2008
MBIA Insurance Corp. 1998 - 2002
Skills
Financial Structuring, Securitization, Finance, ABS, Loan Origination, Treasury, Fixed Income, Capital Markets, Investment Banking, Financial Modeling, Hedge Funds, Bloomberg, Portfolio Management, Equities, Derivatives, Valuation, Financial Analysis
Education
State University of New York College at Oswego 1993 — 1998
Applied Mathematical Economics, Mathematics, Economics, Business Admin, Spanish
Barclays Capital January 2009 - Present
Lehman Brothers July 1992 - December 2008
Education
Saint John's University - Peter J. Tobin College of Business
MBA, FINANCE
Nomura October 2010 - Present
Barclays Capital September 2008 - October 2010
Lehman Brothers January 2007 - September 2008
Neuberger Berman Clearing a Lehman Brothers Subsidiary March 2005 - January 2007
Goldman Sachs Asset Management February 2003 - March 2005
Goldman Sachs November 1997 - February 2003
Prudential Securities September 1993 - October 1997
Skills
Financial Services, Prime Brokerage, Fixed Income, Hedge Funds, Equities, Equity Trading, Equity Derivatives, Trading Systems, Investments, Electronic Trading, Derivatives, Client Services, Capital Markets, Alternative Investments, Proprietary Trading, Trading
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance Specialization
State University of New York College at Plattsburgh 1989 — 1993
BS, Business Administration
St Anthony's 1985 — 1989
Barclays Capital Sales AssociateCredit Suisse First Boston2001 - 2007
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
Finance
Greater Los Angeles Area August 2015 - Present
City of Long Beach March 2013 - August 2015
North Orange County Community College District January 2013 - March 2013
RBC Capital Markets April 2011 - August 2012
Barclays Capital July 1997 - April 2011
Skills
Public Finance, Fixed Income, Capital Markets, Financial Structuring, Bonds, Securities, Financial Modeling, Investments, Due Diligence, Municipalities, Municipal Bonds, Financial Analysis, Economics, Investment Banking, Structured Finance, Securitization, Bloomberg, Project Finance, Series 7
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1997
MBA, Finance and Real Estate
Stanford University 1987 — 1992
Bachelor of Science, Industrial Engineering
Stanford University 1987 — 1992
Bachelor of Arts (B.A.), Political Science
Bank of America April 2013 - Present
Barclays Capital June 2009 - April 2013
Barclays July 2006 - June 2009
Morgan Stanley July 2000 - July 2006
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1998
bachelors, finance
UBS May 2014 - November 2014
UBS October 2012 - June 2013
UBS March 2010 - August 2011
UBS June 2004 - March 2010
Crown Relocations 2003 - 2004
Evins Communications 2002 - 2003
Brodeur Worldwide 2000 - 2001
Barclays Capital 1999 - 2000
The Conference Board 1998 - 1999
Skills
Strategic Communications, Internal Communications, Corporate Communications, Communications Planning, Event Planning, Media Relations, International Relations, Crisis Communications, Public Relations, Management
Education
State University of New York College at Brockport 1994 — 1998
Bachelor of Science, Political Science
MBA Impact Investing Network & Training (MIINT) September 2015 - Present
Bridges Ventures September 2013 - September 2015
Kiva.org November 2011 - September 2013
Barclays Capital September 2008 - November 2011
Kiva August 2010 - February 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - July 2008
Stanford University September 2006 - June 2007
Lehman Brothers July 2006 - September 2006
Skills
Portfolio Management, Investments, Credit, Capital Markets, Financial Modeling
Education
Stanford University 2006 — 2007
MS, Management Science & Engineering
Stanford University 2003 — 2006
BA, Economics, International Relations
Victoria University of Wellington 2002 — 2003
Transferred to Stanford
Pryor Cashman LLP July 2012 - Present
Salininas Home Services August 2011 - June 2012
Hospice of Westchester August 2011 - May 2012
Proskauer Rose LLP July 2006 - February 2011
Proskauer Rose LLP July 2001 - July 2006
Barclays Capital June 1996 - July 2001
Barclays Bank July 1991 - July 1995
Bear Stearns 1984 - 1990
Skills
Vendor Management, Contract Negotiation, Employee Relations, Budgeting, Problem Solving, Process Improvement, Contract Management, Project Management, Facilities Management, Office Administration, Records Management, Time Management, Escrow, Trusts, Procurement, Budgets, Management, Intellectual Property, Document Management, Strategic Planning, Litigation Support, Legal Assistance, Employment Law, Mergers & Acquisitions, Legal Compliance, Litigation, Legal Research, Corporate Law, Mediation, CRM, Document Review, Legal Writing, Westlaw, Licensing
Education
State University of New York at New Paltz 1979 — 1981
Cardinal Hayes High School 1973 — 1977
Thermo Fisher Scientific September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers June 2004 - September 2008
Merrill Lynch July 1990 - June 2004
Skills
Corporate Development, Investment Banking, Mergers, Valuation, Financial Modeling, Due Diligence, Corporate Finance, M&A experience, Strategy, Business Strategy, Private Equity, Mergers & Acquisitions, Leveraged Finance, Capital Markets, Emerging Markets
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Yale University 1986 — 1990
BA, Economics and Political Science (International Relations)
Deutsche Bank August 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers August 2000 - September 2008
Fidelity Investments January 1999 - August 2000
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1999
B.S., Finance
Barclays Capital 2008 - Present
Lehman Brothers September 1988 - September 2008
Education
St. Joseph's College (IN) 1980 — 1984
B.A., Business
Nomura Securities May 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers April 2007 - September 2008
Deutsche Bank August 2004 - April 2007
JPMorgan Chase October 1997 - August 2004
Skills
Swaps, Fixed Income, Derivatives, Middle Office, Trading Systems, Prime Brokerage, Capital Markets, Interest Rate..., Investment Banking, Electronic Trading, Market Data, Bloomberg, Product Control, Equity Derivatives, Interest Rate Swaps
Education
St. John's University, The Peter J. Tobin College of Business
Corvil June 2015 - Present
Bank of America Merrill Lynch November 2011 - June 2015
NetScout Systems November 2011 - June 2015
Barnes & Noble November 2010 - November 2011
Align August 2010 - November 2010
Barclays Capital September 2008 - February 2010
Lehman Brothers January 1999 - September 2008
Skills
VoIP, Telephony, Cisco Technologies, Routing, BGP, Switches, EIGRP, Cisco Call Manager, Unified Communications, Networking, System Deployment, Wireshark, Data Center, TCP/IP, Network Architecture, Network Security, Disaster Recovery, Network Design, Firewalls, VPN, WAN, Virtualization, Network Engineering, Cisco IOS, Routers, Vendor Management, DNS, Network Administration, MPLS, Troubleshooting, Security, IP, Servers, OSPF, Integration, Telecommunications, DHCP, LAN-WAN, Wireless, Solution Architecture, Service Delivery, Ethernet, Unity, Load Balancing, CCNA, VMware, Juniper, Cisco Routers, Checkpoint, Solaris
Education
Stevens Institute of Technology 1997 — 2001
Bachelor of Engineering, Computer Engineering
Castleton Commodities International January 2010 - Present
ICAP Capital Markets LLC April 2009 - August 2009
Lehman Brothers May 2007 - April 2009
Barclays Capital July 2005 - April 2007
HSBC Securities USA July 2004 - June 2005
HSBC Bank USA May 2003 - June 2004
HSBC Middle East 1993 - 1997
Skills
Trading, Derivatives, FX Options, Options, Commodity, Hedging, Investment Banking, Risk Management, Swaps, Portfolio Management, Credit Risk, Financial Risk, Commodity Markets, Emerging Markets, Credit, Banking, Foreign Exchange
Education
University of California, Santa Barbara 1998 — 2003
PhD, Economics
St. Xavier's College 1990 — 1992
Bachelor of Science (BSc), Physics
Barclays Capital September 2008 - Present
Lehman Brothers May 1994 - September 2008
Skills
Trading Systems, Equities, Market Data, Electronic Trading, Low Latency, Trading, Equity Trading, Derivatives, Equity Derivatives, Exchange Connectivity, Fixed Income, Hedge Funds, Options, Prime Brokerage
Education
State University of New York College at Oswego 1986 — 1990
Computer Science
Standard Chartered Bank June 2011 - Present
Lehman Brothers March 2009 - June 2011
Barclays Capital September 2008 - February 2009
Lehman Brothers Inc. July 2002 - September 2008
Standard Chartered Bank August 1998 - July 2002
Education
State University of New York College at Oswego
BA
EmblemHealth April 2011 - Present
Barclays Capital September 2008 - April 2011
Lehman Brothers January 2007 - September 2008
Skills
Human Resources, PeopleSoft, Management, Time Management, Employee Benefits, SAP, Private Equity, Administration, Talent Management, Performance Management, HRIS, Onboarding, Employee Relations, Benefits Administration, Applicant Tracking..., Leadership, Talent Acquisition
Education
Saint John's University 2003 — 2007
B.A., Cum Laude, Economics
St. John's University
Bachelor of Arts in Economics, Economics
Barclays Capital September 2008 - Present
Lehman Brothers December 2003 - September 2008
Education
Stevens Institute of Technology 2001 — 2006
BE, Computer Engineering
AIG June 2012 - Present
Morgan Stanley June 2009 - May 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
ABN AMRO 2000 - 2004
SG Cowen 1999 - 2000
UBS 1994 - 1998
Goldman Sachs 1991 - 1995
First Boston 1989 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Talent Management, Program Management, Equities, Banking, Recruiting, Employee Training, Human Resources, Strategy, Training, Financial Services, Risk Management, Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Management
St. Lawrence University 1985 — 1989
BA, Economics
Scotiabank September 2014 - Present
EquiLend April 2014 - August 2014
Barclays Capital December 1998 - April 2014
Daiwa Securities 1996 - 1998
Skills
Equity Trading, Fixed Income, Equities, Collateral Management, Prime Brokerage, Capital Markets, Financial Services, Securities Lending, Risk Management, Financial Markets, Hedge Funds, Asset Management, Trading Systems, Bloomberg, Equity Derivatives, Derivatives
Education
State University of New York College at Cortland 1990 — 1994
BS, Economics
Barclays Capital October 2008 - Present
Barclays Wealth 2008 - Present
Lehman Brothers March 2008 - September 2008
Lehman Brothers July 2004 - March 2008
Chiquita Brands February 2003 - June 2004
Bloomberg News 1996 - 2003
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
MA, European Studies, Economics
Stanford University 1985 — 1989
BA, English
Amazon December 2014 - Present
Nomura June 2010 - November 2014
Stevens Institute of Technology June 2006 - May 2010
Citrix Online January 2009 - December 2009
Barclays Capital September 2008 - November 2008
Lehman Brothers January 2007 - September 2008
Reacheverywhere January 2008 - August 2008
Stevens Institute of Technology 2006 - 2007
Skills
Java, jQuery, Spring, Maven, Ant, Hudson, HTML, CSS, JavaScript, JDBC, Eclipse, Python, PHP, Tomcat, Low Latency, PostgreSQL, Shell Scripting, Bash, Linux, System Sentinel, Infobright, Nexus, Sonar, Redmine, Piwik, Apache Commons, MVC, MySQL, ActiveMQ, Middleware, Apache Velocity, Ehcache, Groovy, REST, 960 Grid System, Apache Camel, Scrum, Agile Application..., MediaWiki, DokuWiki, Google Analytics, Big Data, JMS, Enterprise Architecture, Hibernate, H2, HSQLDB, Hazelcast, Protein Folding, Spring Framework
Education
Stevens Institute of Technology 2005 — 2010
BS, Stevens Institute of Technology
UBS Securities LLC / UBS AG October 2013 - Present
Barclays Capital June 2009 - September 2013
Morgan Stanley July 2008 - November 2008
Deutsche Bank July 2003 - July 2008
ABN AMRO June 2000 - July 2003
NASD 1994 - 1997
Skills
USA PATRIOT Act, OFAC, AML, KYC, Bank Secrecy Act, Financial Risk, Investment Advisory, LinkedIn, Professional..., Options, SEC, Hedge Funds, Capital Markets, Operational Risk, Financial Regulation, Derivatives, Broker-Dealer, Series 63
Education
St. John's University, The Peter J. Tobin College of Business
BS, Finance
salesforce.com October 2011 - Present
McKinsey & Company August 2010 - October 2011
Stanford Graduate School of Business September 2008 - June 2010
Pittsburgh Pirates June 2009 - September 2009
Stanford University September 2008 - June 2009
McKinsey & Company October 2006 - September 2008
Wilfrid Laurier University June 2005 - August 2006
Barclays Capital August 2005 - December 2005
Legg Mason September 2004 - December 2004
CPP Investment Board December 2003 - April 2004
Skills
Statistics, Economics, Statistical Modeling, Econometrics, Data Analysis, Financial Modeling, VBA, Quantitative Analysis, Access, Excel, Energy, Trading, Financial Analysis, Analysis, Management Consulting, PowerPoint, R, Strategic Planning, Analytics, Business Analysis, Business Strategy, Strategy Development, Competitive Analysis, Business Planning, Problem Solving, Forecasting, Strategy, Quantitative Analytics, Marketing, Business Development, Microsoft Excel, Data Mining, Operations Management, Operations Research
Education
Stanford University 2008 — 2010
M.S.
University of Waterloo 2001 — 2006
BMath
Wilfrid Laurier University 2001 — 2006
BBA
Sir Wilfrid Laurier C.I. 1996 — 2001
Barclays Capital September 2008 - Present
Lehman Brothers 1990 - 2008
Lehman Brothers 1985 - 1990
Lehman Brothers 1982 - 1985
Skills
Capital Markets, Middle Office, Equities, Bloomberg, Settlement, Trading Systems, Investment Banking, Derivatives, Bonds, Prime Brokerage, Mortgage Lending, Risk Management, Fixed Income, Banking, Securities, Trading, Financial Services, Hedge Funds, Series 7, Project Management
Education
St. Francis College
Business Administration and Management, General
Societe Generale Corporate and Investment Banking - SGCIB 2015 - Present
Barclays Capital March 2009 - Present
Hawk Lake Asset Management March 2002 - December 2007
Moody's KMV September 1996 - March 2002
Skills
Equities, Fixed Income, Capital Markets, Portfolio Management, Derivatives, Financial Modeling, Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Quantitative Finance, Quantitative Analytics
Education
Stanford University 1987 — 1993
ABD, Ph.D., Operations Research, Economics, Energy
University of Tennessee-Knoxville 1983 — 1986
Bachelor of Science (BSc), Electrical Engineering
MBA
JPMorgan Chase April 2015 - Present
JPMorgan Chase April 2013 - April 2015
JPMorgan Chase June 2011 - April 2013
Exane September 2010 - November 2010
Deutsche Bank July 2008 - July 2009
UBS October 2006 - June 2008
Barclays Capital May 2002 - October 2006
JPMorgan Chase February 2002 - May 2002
Morgan Stanley September 2000 - November 2001
Skills
Fixed Income, Derivatives, Equities, Hedge Funds, Trading, Middle Office, Asset Management, Prime Brokerage, Back Office, Capital Markets
Education
St. Francis College
Bachelor’s Degree, Business Management
WESTMED Practice Partners June 2012 - Present
Richman Property Services, Inc. December 2007 - June 2012
Independent Financial Marketing Group January 2006 - December 2007
Barclays Capital April 2005 - December 2005
Katzenbach Partners LLC September 2004 - April 2005
Google 2003 - 2004
Vinson and Elkins October 2001 - May 2003
Cramer Rosenthal McGlynn March 1999 - September 2000
New York Athletic Club 1990 - 1998
Skills
Onboarding, Recruiting, Interviews, Performance Management, Human Resources, Employee Relations, Payroll, Temporary Staffing, Screening, Employee Benefits, Temporary Placement, New Hire Orientations, Personnel Management, Hiring, Sourcing, Executive Search
Education
Stony Brook University 1997 — 1998
BA, Sociology
Westchester Community College 1996 — 1996
AA, Liberal Arts
State University of New York College at Oneonta 1994 — 1995
Ursuline 1990 — 1994
Self-Employed February 2015 - Present
Netflix November 2013 - February 2015
Warner Bros. Entertainment Group of Companies May 2013 - November 2013
Barclays Capital August 2010 - May 2013
Oleet & Co. 2009 - 2009
First Republic Bank October 2001 - January 2007
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Private Equity, Strategy, Corporate Development, Business Development, Corporate Finance, Venture Capital, Film and Television, New Media, Mergers & Acquisitions, Investments, Analysis, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Stanford University 1997 — 2001
BA, Human Biology
Barclays Capital Vice PresidentCitigroup1995 - 1997
Citigroup 1995 - 1997
Education
1990 — 1995
Innovation Endeavors June 2014 - Present
McKinsey & Company June 2013 - May 2014
McKinsey & Company July 2011 - May 2013
Barclays Capital June 2010 - August 2010
PGA TOUR June 2009 - August 2009
Tano Capital August 2008 - September 2008
ETI Consulting Limited June 2008 - August 2008
Skills
Competitive Analysis, Strategy, Marketing, Financial Modeling, Analysis, Research, Advertising, Business Development, Business Strategy, Management Consulting
Education
Stanford University 2007 — 2011
B.A., Economics
Santa Catalina School
Barclays Capital November 2006 - Present
Katz Media Group February 2005 - November 2006
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
BS, Business/Marketing
St. John's University, The Peter J. Tobin College of Business
MBA, Finance/Risk Management
Squarespace June 2015 - August 2015
Getty Images August 2013 - May 2014
The Carlyle Group July 2011 - July 2013
Barclays Capital July 2009 - July 2011
Skills
Due Diligence, Private Equity, LBO, Product Marketing, Corporate Finance, Financial Modeling, Emerging Markets, Valuation, Capital Markets, Bloomberg, Investment Banking, Start-ups, Financial Analysis, Strategy
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
Bachelor of Science, Economics
Starbucks June 2015 - August 2015
KIPP Foundation July 2012 - July 2014
KIPP Foundation February 2009 - July 2012
KIPP Foundation December 2008 - February 2009
Barclays Capital July 2007 - June 2008
Barclays June 2006 - August 2006
Skills
Non-profits, Event Planning, Fundraising, Nonprofits, Data Analysis, Program Development, Community Outreach, Teaching, Strategic Planning, Program Management, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (MBA)
Stanford University 2003 — 2007
BA, Economics
Pride Technologies August 2012 - September 2013
Barclays Capital 2010 - 2011
JP Morgan January 1994 - May 2010
Fidelity National Financial 1984 - 1994
Skills
Financial Services, User Acceptance Testing, Analysis, Capital Markets, Fixed Income, Hedge Funds, Derivatives, Management, Securities, Requirements Gathering, Equities, Testing, Investment Banking, Business Requirements, Trading, Banking, Series 7, Middle Office, Risk Management, Back Office
Education
St. Francis College 1976 — 1978
Business Administration
American Express February 2012 - Present
Barclays Capital August 2010 - February 2012
AIG April 2006 - August 2010
NASD (FINRA) March 2004 - April 2006
COMFORCE October 2002 - March 2004
Gruntal & Co., LLC August 1999 - October 2002
Skills
OFAC, Auditing, Fraud, Risk Management, AML, Internal Audit, Internal Controls, Risk Assessment, Securities, Financial Regulation, Forensic Accounting, FINRA, Enterprise Risk..., Financial Analysis, Operational Risk, Financial Risk, Operational Risk..., Anti Money Laundering, Sarbanes-Oxley Act
Education
State University of New York College at Old Westbury
BS, Accounting
BNY Mellon August 2013 - Present
Financial Service Professional-Risk Reporting May 2013 - August 2013
Barclays Capital June 2004 - May 2013
Barclays Capital June 2000 - June 2004
Salomon Brothers April 1980 - June 2000
Skills
Fixed Income, Middle Office, Equities, Derivatives, Capital Markets, Securities, Investment Banking, Options, Prime Brokerage, Trading, Equity Derivatives, Hedge Funds, Trading Systems, Financial Risk, Bloomberg, FX Options, Settlement, Structured Products, Back Office, Bonds, Swaps, Credit Risk, Financial Markets, Operational Risk, Treasury, Interest Rate..., Credit, Commodity, Emerging Markets, Business Analysis, AML, Structured Finance, Financial Services, Electronic Trading, Asset Management, Portfolio Management, Market Risk, Credit Derivatives, Series 7, Alternative Investments, Valuation, Market Data, Risk Management, FINRA, Foreign Exchange, Operational Risk..., Securities Lending, Corporate Actions, Mutual Funds, Collateral Management
Education
State University of New York College at Brockport
Bachelor of Science, Business Admin Labor Relations
Avid Consulting March 2015 - Present
Enterprise Solution Providers March 2013 - August 2014
Panache Resources & Systems June 2005 - March 2013
Trafin Corp June 2004 - June 2005
Daiwa Securities September 2003 - June 2004
Barclays Capital May 2000 - August 2003
ShopBistro.com November 1999 - April 2000
Banker's Trust June 1996 - October 1999
Barclays Capital March 1994 - June 1996
Lehman Brothers May 1987 - March 1994
Skills
Accounting, Financial Analysis, Problem Solving, Project Management, Change Management, Management Consulting, Operations Management, Strategic Planning, Financial Reporting, Foreign Currency..., Equity Derivatives, Credit Derivatives, Financial Controlling, Front to Back Office, Prime Brokerage, Fixed Income Derivatives, Market and Credit Risk..., Hedge Fund Services, Fixed Income, Derivatives, Financial Services, Securities, Equities, Product Control, Hedge Funds, Capital Markets, Investment Banking, Financial Risk, Swaps, Interest Rate..., Back Office, Middle Office, Business Analysis, Auditing, Analysis, Securitization, Account Reconciliation, Liquidity Risk, Market Risk, Financial Audits, Credit Risk
Education
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
Barclays Capital July 2002 - April 2011
IBJ Whitehall Bank & Trust Company April 1987 - June 2002
Education
State University of New York College at Cortland
BA, Languages, Education
Barclays Capital July 2010 - Present
Bank of America November 2005 - June 2010
Barclays Capital November 2004 - October 2005
Skills
Capital Markets, Fixed Income, Derivatives, Securities, AML, General Securities..., General Securities..., Series 63, Series 3
Education
Saint John's University - Peter J. Tobin College of Business 1999 — 2001
MBA, Executive Management
Saint John's University 1995 — 1999
Bachelor of Science (BS), Finance, General
Wells Fargo Securities October 2014 - Present
Nomura Securities April 2013 - Present
Barclays Capital July 2004 - Present
Barclays Capital 2004 - 2012
Skills
Securities Lending, Capital Markets, Fixed Income, Trading, Derivatives
Education
St. John's University 1974 — 1978
Bachelor of Arts (B.A.), Finance and Financial Management Services
Barclays Capital September 2008 - Present
Lehman Brothers Holdings Inc. March 2006 - September 2008
Opus Home Equity Services November 2004 - February 2005
UBS Investment Bank September 1996 - May 2004
Bear Stearns April 1987 - August 1996
Skills
Securities Lending, Series 7, Prime Brokerage, Fixed Income, Equities, Equity Derivatives, Derivatives, Swaps, Trading Systems, Hedge Funds, Collateral Management, FX Options, Back Office, Trading, Middle Office
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Accounting
Finacity Corporation May 2013 - Present
Royal Bank of Scotland Group May 2011 - April 2013
Barclays Capital June 2006 - May 2011
ABN AMRO Bank N.V. April 2003 - June 2006
Deutsche Bank July 2000 - March 2003
J.P. Morgan August 1988 - July 2000
Skills
Structured Finance, Investment Banking, Capital Markets, Structured Products, Structuring, Fixed Income, Securitization, Loan Syndications, Debt Restructuring, Emerging Markets, Private Placements, M&A experience, Equities, Syndications, Financial Structuring, Mergers & Acquisitions, Equity Capital Markets, Bonds, Loan Origination, Derivatives, Loans, Valuation, Private Equity, Financial Markets, Leveraged Finance, Credit Derivatives, Hedge Funds, Financial Modeling, FX Options, Portfolio Management, Alternative Investments, Project Finance, Bloomberg, ABS, Credit Risk, Corporate Finance, Securities, Trading, Hedging, Interest Rate..., Asset Management, High Yield, Equity Research, Commodity, Credit Analysis, Financial Institutions, Investor Relations, Financial Risk, Market Risk, Equity Derivatives
Education
Stanford University Graduate School of Business
MBA, Finance
Universidad Iberoamericana, Ciudad de México
Business Administration, Finance, Magna Cum Laude
University of Virginia Darden School of Business August 2015 - Present
Radar Partners November 2012 - May 2015
Barclays Capital July 2010 - November 2012
Skills
Mergers & Acquisitions, Equities, Restructuring, Valuation, Financial Modeling, Private Equity, LBO, Investment Banking, Corporate Finance, Economics, Capital Markets
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Stanford University 2006 — 2010
BA, Economics
Deutsche Bank October 2011 - Present
Barclays Capital 2003 - October 2011
Goldman Sachs September 1999 - February 2003
Salomon Brothers 1995 - 1999
Education
State University of New York College at Plattsburgh 1991 — 1995
BA, Political Science
Evalueserve March 2012 - Present
Voltaire Securities LLP April 2011 - November 2011
JPMorgan Chase January 2008 - April 2011
JPMorgan Chase & Co. September 2006 - December 2007
JPMorgan Chase September 2004 - September 2006
Goldman Sachs March 2004 - September 2004
Barclays Capital 2001 - 2003
Skills
Securities, FX, Investment Banking, Derivatives, Structured Products, Equity Derivatives, Data Analytics, KPO, Quantitative Analytics, FX Options, Financial Services, Prime Brokerage, Fixed Income, Hedge Funds, Financial Markets, Banking, Valuation, Capital Markets, Equities
Education
The London School of Economics and Political Science (LSE) 2013 — 2015
Master of Science (MSc) Finance, Asset Markets, Corporate Finance, Portfolio Management, Financial Engineering, Valuation
University of Stellenbosch 1997 — 2000
B.Comm(Hons), Economics, Law
Waterford Kamhlaba 1991 — 1996
High School
Barclays Capital July 2012 - Present
Goldman Sachs July 2008 - July 2012
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Bachelor, Finance
Barclays Capital August 2012 - Present
Goldman Sachs August 2010 - March 2012
Goldman Sachs January 2009 - August 2010
Goldman Sachs 1999 - 2008
Goldman Sachs 1995 - 1998
Goldman Sachs 1993 - 1995
Goldman Sachs 1984 - 1992
Skills
Prime Brokerage, DTC, Middle Office, Securities Lending, Collateral Management, Equity Derivatives, Swaps, Electronic Trading, Settlement, Fixed Income, Trading Systems, Back Office, Corporate Actions, Data Analysis, Risk Management, Risk Assessment, Operational Risk, Operations Management, Operational Excellence, Product Management, Business Continuity, Building Relationships, People Development, UAT coordination, Process Improvement, Committees, Options, Strategic Planning, Tactical Planning, Hedge Funds, Derivatives, Equities
Education
St. Francis College
Bachelor's degree, Business Administration, Management and Operations
Xaverian High School
Barclays Capital September 2008 - Present
Lehman Brothers September 1988 - September 2008
Education
St. Joseph's College (IN) 1980 — 1984
BS, Business
Barclays capital 2009 - 2011
Education
SUNY Empire State College 2007 — 2009
Associate's degree
SUNY Empire State College 2007 — 2009
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo Securities June 2012 - Present
Barclays Capital February 1999 - June 2012
Goldman Sachs March 1993 - February 1999
First Boston Corporation January 1985 - March 1993
Education
University of Rochester 1981 — 1982
Master of Business Administration (MBA), Economics
State University of New York College at Oneonta 1978 — 1980
Bachelor of Science (BS), Economics/Statistics