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
Citi January 2013 - Present
Bank of America August 2011 - December 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers February 2001 - September 2008
Goldman Sachs May 2000 - February 2001
Goldman Sachs December 1999 - January 2001
Lucent Technologies June 1999 - December 1999
PricewaterhouseCoopers January 1998 - June 1999
Skills
5G Regulatory Reporting, Regulatory Liquidity..., Liquidity Coverage..., Data Sourcing and..., SDLC, Business Analysis, Project Management, Business Intelligence, Data Warehousing, Software Project..., Sybase, PMO, Enterprise Architecture, Requirements Analysis, Vendor Management, Derivatives, Disaster Recovery, ITIL, Market Risk, Unix, Risk Management, Architecture, Project Portfolio..., Data Modeling, Credit Risk, PMP, ITIL Certified, Agile Methodologies, Requirements Gathering, Databases, Dodd-Frank, Regulatory Risk, Team Building, Basel III, Systems Analysis, Data Quality, Business Objects, Market Data, Data Governance, Big Data, Operational Risk, Data Architecture, Credit Risk Management, Counterparty Risk, Data Management, Meta Data, Predictive analytics, Sarbanes-Oxley Act
Education
City University of New York City College 1994 — 1997
B.S., Computer Engineering/ Applied Mathematics, GPA: 3.9
Associate of the Society of Actuaries(SOA) 1992 — 1996
Associateship, Actuarial Mathematics and Sciences
Barclays Investment Bank August 2013 - Present
Barclays Capital May 2012 - August 2012
Provident Group June 2011 - August 2011
Skills
Derivatives, Financial Modeling
Education
Middlebury College 2009 — 2013
BA, Economics, Mathematics, Magna Cum Laude
Charles University in Prague 2011 — 2011
Economics, Political Science
Delta Air Lines 2011 - 2014
Barclays Capital 2010 - 2010
Bank of America 2006 - 2008
Skills
Financial Modeling, Finance, Financial Analysis, Competitive Analysis, Analysis, Forecasting, Corporate Finance, Analytics, Valuation, Strategic Financial..., Data Analysis, Process Improvement, Cross-functional Team..., Business Analysis, Market Analysis
Education
Massachusetts Institute of Technology 2014 — 2019
Doctor of Philosophy (PhD), Business Administration and Management, General
Emory University - Goizueta Business School 2009 — 2011
Masters of Business Administration, Finance and Strategy
Chatham College 1999 — 2002
Bachelor of Arts, Economics and Management Information Systems
HKS
Harbor Consulting and Management October 2014 - Present
Tejas Securities Group, Inc. January 2012 - October 2014
Harbor Consulting and Management October 2007 - December 2011
Rescuecom of Staten Island September 2003 - December 2006
Barclays Capital July 1996 - May 2003
AIG February 1984 - July 1996
Skills
IT Strategy, Project Management, Vendor Management, Disaster Recovery, Data Center, IT Service Management, SDLC, IT Management, PMO, Service Delivery, Business Analysis, Cloud Computing, ITIL, Virtualization, System Deployment, Citrix, Microsoft Exchange, Windows Server, Management, Information Technology, Technical Support, Hardware, Servers, Managed Services, Outsourcing, Software Installation, Databases, Hyper-V, Active Directory, Switches, Integration, Leadership, Firewalls, Help Desk Support, Enterprise Software, IT Operations, Consulting, Sales
Education
City University of New York-College of Staten Island 1983 — 1984
Business
PrimeOne Solutions March 2011 - Present
Deutsche Bank July 2007 - February 2011
Merrill Lynch 2006 - 2007
Barclays Capital 2001 - 2006
Premier Technology Solutions 1997 - 2001
Oppenheimer Capital 1994 - 1997
United States Marine Corps 1988 - 1990
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Derivatives, Capital Markets, Investment Banking, Collateral Management, Swaps, Middle Office, Trading Systems, Asset Managment, Securities, Market Data
Education
University of California, Berkeley 1992 — 1993
City College of San Francisco 1990 — 1992
Duke Energy Corporation March 2011 - Present
Office Depot/Xerox September 2003 - January 2011
Belk Stores/IBM August 1999 - June 2002
Barclays Capital August 1987 - August 1999
Skills
Mainframe, SQL, Lotus Notes, Troubleshooting, Automation, Supervisory Skills, Windows Server 2003, Windows Server 2008, CA7, ESP, IBM iSeries, ROBOMON, JOBTRAC, AVAMAR, IPAM, REMEDY, IBM Tivoli, MAXIMO, REXX, ZEKE
Education
Central Piedmont Community College 2003 — 2004
Information Technology
Mineola High School
Scotiabank August 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. April 2014 - Present
Barclays Capital November 2003 - January 2014
Skills
Fixed Income
Education
Washington University in St. Louis - Olin Business School 1992 — 1994
MBA
Emory University 1988 — 1992
Bachelor's degree, Economics
Choate Rosemary Hall 1985 — 1988
JPMorgan Chase March 2014 - Present
Deutsche Bank June 2009 - March 2014
Peak Systems / Sony Music March 2009 - June 2009
Barclays Capital September 2008 - March 2009
Lehman Brothers August 2005 - September 2008
TTI of NY, Inc. July 2002 - August 2005
Greenwich Technology Partners May 2000 - July 2002
Lehman Brothers May 1998 - May 2000
Skills
Data Center, Project Management, Management, Vendor Management, Integration, Risk Management, PMO, IT Strategy, Program Management, Governance, Disaster Recovery, Networking, Project Portfolio..., IT Service Management, Business Analysis, ITIL, Business Continuity, Service Delivery, IT Management, Outsourcing, Process Improvement, Team Leadership, Change Management, Enterprise Architecture
Education
City University of New York-College of Staten Island 1991 — 1996
BS, Business Marketing
The Well Daily January 2010 - September 2012
The Rohatyn Group 2001 - 2006
Barclays Capital 1998 - 2000
J. P. Morgan Securities 1991 - 1998
Salomon Brothers 1985 - 1989
Skills
Hedge Funds, Fixed Income, Start-ups, Capital Markets, Emerging Markets, Strategy, Investments, Business Development, Business Strategy, Entrepreneurship, E-commerce, Venture Capital, Online Marketing, Leadership, Market Research, Financial Services, Executive Coaching, Equities, Finance, Investment Management, Due Diligence, Management, Cross-functional Team..., Sales
Education
Columbia University in the City of New York 2015 — 2016
Business School and Teachers College, Coaching Certification
Harvard Business School 2014 — 2014
Executive Education-New Path, Business Strategy, 2014
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1991
Master of Arts, International Finance and Economics
University of California, San Diego 1981 — 1985
Bachelor of Arts, Political Science and International Relations
Université à la Sorbonne 1981 — 1982
Diplome, French History and Language
Choate Rosemary Hall 1977 — 1981
Diploma
Incline Global Management, LLC March 2013 - Present
Magnetar Capital May 2012 - August 2012
Barclays Capital July 2010 - March 2011
Barclays Capital September 2008 - June 2010
Lehman Brothers June 2007 - October 2008
Credit Suisse June 2006 - August 2006
England Securities September 2003 - May 2006
Skills
Financial Modeling, Valuation, Credit Analysis, Investment Banking, Hedge Funds, Research, Equity Research, Corporate Finance, Music Theory, Music Performance, Equities, Asset Managment, Bloomberg, LBO, Capital Markets, High Yield
Education
Columbia Business School 2011 — 2013
MBA, Finance, Value Investing, Asset Management
Georgetown University 2003 — 2007
BBA - Business Administration, Finance, Spanish, Music
Choate Rosemary Hall 2000 — 2003
High School Degree
Endemol UK Limited 2013 - 2013
Barclays Capital 2004 - 2013
Credit Lyonnais 2002 - 2004
Enron 1998 - 2001
Skills
Derivatives, Commodity, Credit Derivatives, Quantitative Finance, Quantitative Analytics, Interest Rate..., VBA, Financial Risk, Investment Banking, Financial Modeling, C#, Credit, CDS, Business Analysis, Microsoft Excel, Financial Engineering, Bloomberg, Swaps, Electronic Trading, Commodities, Excel, Python, R, Data Science, Data Analysis, Tableau, Statistical Modeling
Education
University of Oxford 1994 — 1997
BA, Mathematical Sciences, 2:1
Cass Business School 1997 — 1998
MSc, Mathematical Finance, Distinction
TD April 2014 - Present
Barclays Capital January 2010 - April 2014
Carpathian Asset Management Limited February 2007 - January 2010
Morgan Stanley International Ltd September 2006 - February 2007
CMS Cameron McKenna LLP May 2004 - August 2006
HSBC Bank plc May 2005 - August 2005
Norton Rose LLP September 2002 - May 2004
CMS Cameron McKenna LLP September 2000 - August 2002
Skills
Private Equity, Restructuring, Capital Markets, Investment Banking, Compliance, Legal Advice, Leveraged Finance, Investment Funds, Alternative Investments, Registered Investment..., Debt Restructuring, Debt Financing, Managing Budget, Managing Employees, Managing Processes, Financial Structuring, Investments, Budgets, Finance, Management, Structured Finance
Education
College of Law 1999 — 2000
LPC, Law
City University London 1998 — 1999
CPE, Law
Invisible College 1995 — 1998
N/A, law, politics, business
Eötvös Loránd University 1993 — 1998
LLB/LLM, Law and Political Sciences
Fazekas Mihaly Grammar School 1989 — 1993
N/A, A-levels/GCSE
BNP Paribas February 2015 - Present
BNP Paribas October 2010 - Present
Federal Reserve Bank of New York November 2009 - October 2010
Barclays Capital September 2008 - November 2009
Lehman Brothers July 2007 - September 2008
Harry Winston August 2002 - July 2007
E. Gluck Corp. 2000 - August 2002
Skills
PowerPoint, Microsoft Excel, Event Planning, Communication Skills, Microsoft Office, Online Research, Business Travel, PeopleSoft, Outlook, Microsoft Word, Customer Service, Expenses, Management, Administrative..., Event Management, Leadership
Education
City University of New York 2008 — 2010
BA
University at Albany, SUNY 1996 — 1998
Hacking Health 2014 - Present
Standard Chartered Bank 2014 - Present
TIAA-CREF 2013 - 2014
ForwardThink Group 2013 - 2014
Citi 2012 - 2013
Bank of America 2010 - 2012
Citi 2009 - 2010
ZaraVista, Inc. 2009 - 2009
Barclays Capital 2008 - 2009
Lehman Brothers Holdings Inc. 2007 - 2008
Skills
SDLC, Vendor Management, Requirements Analysis, Unix, Agile Methodologies, Integration, Oracle, Enterprise Architecture, Program Management, Disaster Recovery, Perl, Web Services, Databases, Process Improvement, Project Management, Java, J2EE Web Services, Python, MySQL, Portfolio Management, Open Source Software, ITIL, PMP, Project Portfolio...
Education
Stevens Institute of Technology 2005 — 2008
M.S., Management (Project Management)
Rutgers University-New Brunswick 2004 — 2004
MBA, Business Management
National Technological University 2000 — 2000
M.S., Computer Science
Columbia University in the City of New York 1999 — 2000
M.S., Computer Science
City University of New York-College of Staten Island 1997 — 1998
Bachelor of Science (B.S.), Computer Science, CGPA: 3.73
National University of Computer and Emerging Sciences 1994 — 1996
B.S., Computer Science
Forman Christan College 1992 — 1993
F.S.C., Engineering
The Cathedral High School 1980 — 1991
O levels
GE Capital March 2014 - Present
CIT August 2012 - January 2014
GE Capital April 2011 - August 2012
Barclays Capital August 2008 - February 2009
TIAA-CREF December 2007 - July 2008
Fimat USA April 2007 - November 2007
Citigroup 1999 - 2006
Skills
Business Continuity, Disaster Preparedness, Crisis Management, LDRPS, Business Continuity..., Software Documentation, Operational Risk..., Risk Management, Operational Risk, Risk Assessment, Enterprise Risk..., Disaster Recovery, Incident Management, Financial Risk, Vendor Management, Financial Services, Information Security..., Contingency Planning, Governance, Banking, IT Audit, IT Management, Business Process, Emergency Management, Information Security, Training, Security, System Administration
Education
City University of New York-Herbert H. Lehman College 1982 — 1986
BA, Business
MetroPlus Health Plan December 2014 - Present
Barclays Capital November 2011 - October 2014
Barclays Capital November 2008 - November 2011
Barclays Capital November 2008 - November 2011
Barclays Capital November 2005 - September 2008
Skills
Trading Systems, Virtualization, Infrastructure, Vendor Management, ITIL, IT Service Management, Disaster Recovery, Electronic Trading, Windows Server, Market Data, Technical Support, Servers, Data Center, Active Directory
Education
City University of New York 2001 — 2005
.Bachelor of Computer Technology NYC, Database/Network/VB.NET
Wells Fargo - Real Estate Capital Markets June 2013 - Present
Barclays Capital June 2012 - August 2012
Charlotte Center City Partners June 2007 - May 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA
China Europe International Business School (CEIBS) 2013 — 2013
MBA Exchange
University of North Carolina at Charlotte
Bachelor's Degree
Deutsche Bank September 2013 - Present
BNP Paribas August 2012 - August 2013
Barclays Capital November 2011 - July 2012
Rule Financial April 2011 - July 2012
Barclays Capital April 2011 - September 2011
Citigroup June 2009 - April 2011
Goldman Sachs March 2008 - February 2009
Morgan Stanley July 2000 - March 2008
Lehman Brothers March 2000 - July 2000
Morgan Stanley September 1999 - March 2000
Skills
Sybase, Java, Perl, Derivatives, Spring, Oracle, Maven, Agile, Teamcity, Oracle Coherence, Eclipse
Education
City University of New York-Brooklyn College 1963 — 1967
BA, Mathematics
Edward Jones October 2009 - June 2010
Brisa North America August 2007 - January 2008
Barclays Capital August 2000 - July 2007
Office of Dr. Lorna Barnett January 1995 - December 1999
Skills
Insurance, Management, Accounting, Finance, Strategic Planning, Risk Management, Business Development, Financial Services, Small Business, Strategic Financial..., Investments, CRM, Human Resources, Series 7, Marketing Strategy, Marketing, Customer Service, Sales, Investment Strategies
Education
University of Maryland University College 2006 — 2008
MBA, Master of Business Administration, 3.3 / 4.0
City University of New York-Hunter College 2000 — 2004
Bachelor of Science, Chemistry (Major) / Math and Physics (Minor), 3.5 / 4.0
Perry Capital May 2013 - August 2015
Pershing Square Foundation/Capital Management October 2010 - August 2012
BMCC February 2009 - July 2010
Barclays Capital August 2008 - January 2009
Year Up 2008 - 2008
Pisces Co March 2005 - May 2006
Skills
Microsoft Excel, Non-profits, Research, Blackberry, Microsoft Office, Lotus Notes, Outlook, Fundraising, PowerPoint, Microsoft Word, Customer Service, Networking, Nonprofits, Technical Support, Troubleshooting, Windows, Data Entry, Management, Sales, Access, Program Management, Event Planning, Teamwork, Visio, Public Speaking
Education
City University of New York
Business Administration, Management and Operations
Visiting Nurse Service of New York May 2011 - Present
BronxWorks October 2009 - May 2011
Barclays Capital January 2008 - January 2009
Lehman Brothers January 2008 - December 2008
Citizens Advice May 2007 - November 2007
Citizens Advice Bureau January 2004 - June 2004
Skills
Wireless Networking, Troubleshooting, Technical Support, Networking, Microsoft Exchange, XP, Operating Systems, Access, Windows, Microsoft Office, Hardware, Software Installation
Education
CUNY- New York City College of Technology 2003 — 2008
Associates Degree in Electromechanical Engineering & Bachelors Degree in Computer Engineering, Computer Engineering & Electromechanical Engineering
City University of New York 2003 — 2008
Bachelor of Computer Engineering, Computer Engineering
UnitedHealth Group July 2015 - Present
Barclays Capital September 2012 - July 2015
Costco Wholesale June 2010 - November 2012
Costco Wholesale June 2008 - June 2010
Sloan Securities January 2010 - May 2010
Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Analytical Skills, Team Leadership, Finance, Accounting, Auditing, Management, Merchandising, Financial Reporting, Leadership, Teamwork, Time Management
Education
City University of New York-College of Staten Island 2007 — 2011
Bachelors, Finance, Economics, and a Minor in Business Marketing
Barclays Capital May 2009 - Present
cyberThink Inc July 2008 - April 2009
Barclays Capital April 2007 - May 2008
CheQ Systems, Inc. October 2004 - April 2007
Digi/ Teraoka Phil. November 2002 - October 2004
Ardent Adamas Software Corporation July 2000 - November 2002
Skills
Test Management, Test Planning, System Testing, System Integration..., Manual Testing, Regression Testing, Sanity Testing, Exploratory Testing, Risk Based Testing, Problem Solving, Risk Management, Recruitments, Stakeholder Management, Rapid Software Testing, Agile Testing, Web Testing, Investment Banking, Telecommunications, Vendor Management, Coaching, Mentoring, Management of Change, Performance Management, Virtual Management, Defect Tracking, Test Strategy
Education
Centro Escolar University 1996 — 2000
Bachelor of Science (B.S.), Computer Science
St. Scholastica's Academy of Marikina 1986 — 1996
Primary and Secondary
Covanta November 2012 - Present
Covanta Energy November 2012 - December 2014
Interstate Waste Services July 2012 - September 2012
RWF Enterprises LLC September 2011 - June 2012
Infinity Franchise Capital 2012 - 2012
Barclays Capital June 2011 - August 2011
Helios Capital, LLC July 2010 - August 2010
Renaissance High School for Musical Theater and Technology September 2004 - June 2010
Onyx Equities, LLC October 2009 - December 2009
Smith Barney, Citigroup Global Markets, Inc July 2008 - August 2008
Skills
Financial Modeling, DCF, Project Management, Equity Research, Mergers, Acquisitions, Valuation, Comparable Analysis, Business Development, Microsoft Office, Microsoft Excel, PowerPoint, VBA, Mergers & Acquisitions, Financial Analysis, Capital Markets, Investment Banking, Portfolio Management, Strategy, Investments, Venture Capital, Bloomberg Terminal, Khalix, Business Planning, Finance, Corporate Finance
Education
Rutgers Business School 2010 — 2012
MBA, Finance
City University of New York-Herbert H. Lehman College 2004 — 2006
MAT, Secondary School Education
Rutgers University-New Brunswick 1996 — 2001
BA, Music
Fitch Ratings September 2014 - Present
Fitch Ratings April 2014 - August 2014
Deutsche Bank November 2013 - April 2014
Campaign Office of Joel R. Rivera June 2013 - November 2013
Barclays Investment Bank March 2013 - June 2013
Barclays Capital September 2008 - March 2013
Lehman Brothers 2007 - 2008
ISDA 2000 - 2007
Education
Cathedral high School
City University of New York
Barclays Capital 2010 - Present
Barclays Capital (former Lehmans) August 2002 - April 2010
Morgan Stanley April 1996 - August 2002
Kidder Peabody January 1990 - January 1996
Skills
PeopleSoft, Affirmative Action..., EEO/AA Compliance
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Accounting/Finance
City University of New York-Hunter College 1973 — 1977
BA, Liberal Arts
AlixPartners August 2011 - Present
Mercatus LLC August 2010 - August 2011
Sallie Mae July 2009 - August 2010
Barclays Capital June 2008 - August 2008
Skills
Customer & Product..., Profitability..., Management Consulting, Due Diligence, Pricing Strategy, Financial Modeling, Private Equity, Analysis, Restructuring, Business Development, Analytical Modeling, Mergers & Acquisitions, Investments, Financial Services, Finance, Corporate Development, Portfolio Management, Business Strategy, Strategy, Trading, Executive Management, Venture Capital, Process Improvement, Retail Banking, Equities, Banking, Financial Analysis, Corporate Finance, Investment Banking, Credit, Risk Management, Capital Markets, Valuation
Education
University of Pennsylvania 2005 — 2009
BA, Political Science
University of Pennsylvania - The Wharton School 2005 — 2009
BA, Legal Studies & Business Ethics
Choate Rosemary Hall 2001 — 2005
Economics/History
Citigroup March 2009 - Present
Barclays Capital September 2008 - February 2009
Lehman Brothers June 2006 - September 2008
Fujifilm 2000 - 2005
Skills
SDLC, Business Objects, Java Enterprise Edition, SOA, JMS, Oracle, Java, SQL, Agile Methodologies, Spring, Requirements Analysis, Weblogic, Enterprise Architecture, Visio, Software Project..., Data Warehousing, Flex, HTML 5, Mobile Applications, iOS development, Terracotta, MongoDB, Web Development
Education
City University of New York-Herbert H. Lehman College 2004 — 2005
Master's degree, Computer Science
iSpot.tv, Inc. December 2014 - Present
Intelius 2012 - Present
Ansergy December 2010 - April 2012
Amazon November 2009 - December 2010
Barclays Capital August 2009 - November 2009
PowerLytix March 2005 - May 2009
Zak Designs September 2004 - March 2005
Single Minded Software June 2003 - May 2004
World Wide Packets February 2003 - May 2003
Skills
C#, SQL, Python, Databases, Java, Web Development, Object Oriented Design, Software Development, Data Warehousing, Software Engineering, Agile Methodologies, JUnit, VBA, Algorithms
Education
Eastern Washington University 2001 — 2003
Bachelor of Science, Computer Information Systems
Central Washington University 1996 — 1998
Bachelor of Science, Accounting
BNP Paribas August 2012 - Present
Barclays Capital October 2009 - August 2012
Barclays Capital October 2009 - August 2012
JPMorgan Chase July 2008 - June 2009
Brooklyn College August 2005 - June 2008
JPMorgan Chase June 2007 - August 2007
Moody's Investors Service June 2006 - August 2006
Food Change 2004 - 2004
JPMorgan Chase 2003 - 2003
Coro / Prep for Prep 2002 - 2002
Skills
Bloomberg, Excel, Microsoft Office, Spreadsheets, Equities, Fixed Income, Derivatives, Bonds, Options, Bloomberg Terminal, Structured Products, Back Office, Market Data, Customer Service, Reconciling, VBA, Securities, Customer Relations, Middle Office, Prime Brokerage, Credit Derivatives, Equity Derivatives, Fixed Income Products, Collateral Management, Commodities, CDS, Corporate Actions, Interest Rate..., Securities Lending, Alternative Investments, Microsoft Excel, Settlement, Market Risk, Financial Services, Investment Banking, FX Options, Trading, Trading Systems, Asset Management, Bank Reconciliation, Commodity
Education
City University of New York-Brooklyn College 2004 — 2008
B.S., Business, Management & Finance
Pfizer May 2014 - Present
Pfizer October 2011 - May 2014
Pfizer October 2009 - October 2012
Pfizer April 2004 - October 2009
Winston Staffing Services April 2001 - March 2004
Tyco International October 2000 - March 2001
Barclays Capital April 1992 - October 2000
Skills
Editorial, Editing, Media Relations, Strategic Communications, Public Speaking, Event Management, Web Content, Event Planning, Copywriting, Social Media, Internal Communications, Advertising, Internal & External..., Pharmaceutical Industry, Strategy, Newsletters, Video Production, Public Relations
Education
City University of New York City College
B.A., Liberal Arts-Communications
Geller & Company August 2011 - Present
Geller & Company June 2009 - July 2011
Geller & Company September 2004 - June 2009
Barclays Capital September 2002 - August 2004
StarMedia 2000 - 2002
Skills
Detailed oriented, Self motivated, Proficient in SAP, HFM,..., Strong communication..., Bilingual (English and..., Account Reconciliation, Accounting, Accounts Payable, Auditing, Finance, Financial Modeling, HFM, Journal Entries, SAP, SAP BW, Variance Analysis, Analysis, Corporate Finance, Tax, Fixed Assets
Education
University of Phoenix 2006 — 2008
MBA, Global Management
City University of New York-Herbert H. Lehman College 1998 — 2002
BS, Accounting
Grayzebra ConsultantBJSSMay 2014 - Present
Citigroup September 2007 - May 2014
Barclays Capital September 2005 - September 2007
Goldman Sachs July 2004 - June 2005
Merrill Lynch April 1999 - May 2001
BondBook 2001 - 2001
BONDBOOK LLC, NYC 2001 - 2001
Mizuho Financial Group September 1997 - March 1999
Lehman Brothers 1992 - 1997
Israel Defense Forces November 1984 - May 1987
Skills
Derivatives, Fixed Income, Equities, Trading Systems, Electronic Trading, Requirements Analysis, Equity Derivatives, Options, Commodity, Financial Markets, Capital Markets, Trading, FX Options, Sybase, SDLC, SQL, FPML, Markitwire, Interest Rate..., Swaps, Business Analysis, Interest Rate Swaps
Education
New York University 1993 — 1994
City University of New York-Hunter College 1984 — 1991
BA
Yeshiva Shaarei Torah of Rockland
PPL Corporation October 2011 - Present
Barclays Capital September 2008 - October 2011
Lehman Brothers September 2007 - September 2008
Exxon Mobil June 2007 - August 2007
Skills
Java, EJB, JMS, JDBC, .NET, Fixed Income, Core Java, JUnit, SOA, Java Enterprise Edition, Sybase, Trading, Web Services
Education
City University of New York City College 2002 — 2007
BE, Computer Engineering
Barclays August 2013 - March 2015
Barclays August 2011 - August 2013
Barclays Capital March 2010 - August 2011
Barclays Capital October 2009 - March 2010
Deutsche Bank March 2000 - April 2009
Skills
Business Analysis, Financial Reporting, Banking, Sarbanes-Oxley Act, Business Process..., Accounting, Microsoft Excel, Microsoft Word, SAP BW, SAP R/3, Business Objects, Essbase, Lotus Notes, Quality Center, JIRA, Financial Modeling, Account Reconciliation, Investment Banking, SAP, Business Process, Finance, Management, Stakeholder Management, Change Management, Project Management
Education
City University of New York-Herbert H. Lehman College 1987 — 1991
Bachelor of Science in Accounting, Accounting and Computer Science
Mother Cabrini High School 1980 — 1984
Academic, Accounting
Barclays Capital September 2008 - Present
Lehman Brothers April 1998 - September 2008
CIBC Oppenheimer January 1997 - April 1998
Bear Stearns December 1991 - January 1997
Skills
Access, PowerPoint, Settlement, Microsoft Excel, Microsoft Word, Trading, Series 7, Project Management, Mutual Funds, Management, Analysis, Account Reconciliation, Investment Banking, Back Office, Fixed Income, Asset Management, Trading Systems, Investments, Prime Brokerage, Investment Management, Corporate Actions, Hedge Funds, ADP Broadridge BTS, NSCC Fund/SERV, NSCC Networking, NSCC Commission..., Shareholder Omnibus...
Education
City University of New York City College 1989 — 1991
Civil Engineering
Manhattan Institute of Technology 1986 — 1986
Certificate, Computer Aided Drafting
Brooklyn Technical HS 1981 — 1985
Architecture
PIMCO September 2009 - Present
TradeWeb January 2009 - September 2009
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2007 - September 2008
Bloomberg September 2000 - July 2007
IBM December 1998 - September 2000
MTA New York Transit August 1997 - December 1998
NASA January 1997 - July 1997
Skills
Fixed Income, Capital Markets, Trading Systems, Bloomberg, Quantitative Finance, Equities, Derivatives, Finance, Financial Modeling, Risk Management, Trading
Education
Columbia University in the City of New York 2004 — 2006
Master, Computer Science
City University of New York City College 2001 — 2004
Master of Science, Computer Science
City University of New York City College 1995 — 1998
BS, Computer Science
Zhejiang University 1992 — 1995
BS, Electrical Engineering
ITG May 2015 - Present
Bank Of America, Merrill Lynch April 2012 - March 2015
Signature Consultants at Bank of America Merrill Lynch January 2011 - April 2012
Barclays Capital February 2009 - December 2010
Lehman Brothers September 2007 - October 2008
Thomson Financial October 2006 - September 2007
Fidelity National Information Services July 1998 - October 2006
Skills
Windows, System Deployment, Unix, Autosys, Sybase, Sybase IQ, Sybase Replication, Precise, BBDA, Linux, MS SQL, Ksh, Korn Shell scripting, ETL, Microsoft SQL Server, Data Modeling, Disaster Recovery, Security, System Administration, Solaris, Replication, Servers, IIS, Integration, SQL
Education
City University of New York-Brooklyn College
BS in Computer & Information Science
UBS September 2015 - Present
UBS June 2013 - September 2015
Barclays Capital January 2010 - April 2013
Group One Trading, NY June 2009 - August 2009
Skills
Capital Markets, Trading Systems, Fixed Income, Bloomberg, Derivatives, FX Options, Options, Investment Banking, Equity Derivatives, Equities, Trading, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2009
MSCF, Master of Science in Computational Finance
National Institute of Technology Karnataka 2004 — 2008
Bachelor of Tech, Information Technology
Citi March 2014 - Present
Deutsche Bank November 2010 - March 2014
JP Morgan Chase 2009 - May 2010
TD Ameritrade April 2008 - March 2009
Merrill Lynch June 2005 - September 2007
Barclays Capital 2004 - 2006
Goldman Sachs January 2002 - December 2003
J H Whitney 2000 - 2001
HSBC Securities 1998 - 2000
Productivity Point International January 1997 - January 1999
Skills
ITIL, Program Management, Data Center, Outsourcing, Vendor Management, IT Strategy, Risk Management, Disaster Recovery, Business Analysis, SDLC, Business Continuity, Financial Services, IT Management, IT Service Management, IT Operations, Service Delivery, Infrastructure, Change Management, Governance, Process Improvement, Offshoring, Relationship Management, Release Management, Incident Management, Team Leadership, IT Audit, Virtualization, Information Technology, Security, Business Transformation, Service Management, Strategy, Management, Business Process, Project Management, Project Delivery, Project Portfolio..., PMO
Education
Pace University 2001 — 2003
MS, Information Systems
Nanjing University 1994 — 1995
Chinese
City University of New York 1990 — 1994
BA, International Business
NanZenKai Tokyo Karate
ANZ March 2015 - Present
Nomura Securities October 2013 - February 2015
Mizuho Capital Markets Corp. December 2012 - September 2013
Barclays Capital June 2011 - December 2012
Lehman Brothers Holdings Inc. September 2008 - December 2010
Lehman Brothers December 2005 - September 2008
Skills
Derivatives, Equities, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Equity Derivatives, FX Options, Options, Superior Client Service, Client OnBoarding, ISDA, Dodd-Frank, Trading, Risk Management, Market Risk, Financial Modeling, Bloomberg Terminal, Equity Trading, Product Control, Due Diligence, Valuation, Prime Brokerage, Operations Management, Regulatory Documentation, Manage Client..., Client Liaison, Bloomberg, Onboarding, Securities, AML, Credit, Client Services, Anti Money Laundering
Education
City University of New York-College of Staten Island 2001 — 2005
Bachelors of Science, Finance, Management
FULLTIMEJOBS.com October 2014 - Present
St. John's Episcopal Hospital June 2014 - October 2014
The Chefs Warehouse June 2013 - June 2014
Datanet Inc. March 2010 - May 2013
JetBlue Airways November 2004 - March 2005
Barclays Capital September 2004 - November 2004
Skills
System Administration, VMware, ESXi, VMware vSphere, VMware Certified..., VMware vCenter, Microsoft Exchange 2013, Server 2008 R2, Server 2012, VMware View, Windows 7, Windows 8, Networking, Servers, Active Directory, DHCP, Group Policy, Operating Systems, Cluster, High Availability, VDI, Workstations, Microsoft Servers, Desktop Computers, DNS
Education
Hunter College 1999 — 2003
Bachelor of Arts (B.A.), Economics & Media Studies
Sint Eustatius School of Medicine 2007 — 2009
Bachelor of Science (BS), Biological and Biomedical Sciences
T&M Protection Resources, LLC (contract assignment) March 2015 - July 2015
Meringoff Properties April 2012 - October 2014
OSG Shipholding (contract assignment) April 2011 - March 2012
Barclays Capital March 2010 - January 2011
Investcorp October 2009 - February 2010
W.E. Financial Advisors, Inc. June 2006 - July 2008
Bank of America October 2005 - May 2006
ARA Portfolio Management Co July 2001 - August 2005
Skills
Accounting, Employee Relations, Private Equity, Investment Banking, Banking, Sourcing, Outlook, Interviews
Education
Chesapeake College
PIMCO April 2013 - May 2015
Deutsche Bank June 2012 - August 2012
Barclays Capital June 2011 - August 2011
University of Michigan May 2010 - July 2010
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2012
MS, Computational Finance
University of Michigan 2007 — 2011
BSE, Industrial and Operations Engineeing
RAC Consulting LLC October 2008 - Present
Bank of America February 2006 - April 2008
Cantor Fitzgerald August 2003 - February 2006
Barclays Capital March 2003 - August 2003
KBC Financial Products May 2002 - March 2003
ING Nederland December 1997 - February 2002
Yamaichi International Inc February 1996 - October 1997
Knight-Ridder Communications May 1995 - November 1995
Merrill Lynch December 1988 - April 1995
Morgan Stanley April 1986 - February 1988
Skills
VBA, Visio, MS Project, Access, Analysis, P&L Results, Monthly Closing, Consolidated Reporting, Balance Sheet, Project Metrics, Experienced Business..., Financials, Process Analysis, UAT coordination, Quality Assurance, Process Improvement, Equity Trading, Fixed Income, Sovereign Debt, FX trading, Futures, Options Strategies, Agency MBS, Microsoft Excel, Structured Securities, Derivatives Trading, Trading, Financial Services, P&L Management, FX Trading, Business Analysis, Capital Markets, SDLC, Options, Investment Banking, Management, Financial Analysis, Middle Office
Education
New York University 1990 — 1991
Certificate in COBAL Programing
City University of New York-Herbert H. Lehman College 1980 — 1984
BS, Accounting and Accounting Systems
University of Massachusetts, Amherst 1977 — 1979
Electrical and Electronics Engineering
Barclays Capital 2003 - 2009
Investment Banking 2002 - 2003
Credit Suisse First Boston 1999 - 2001
Skills
Project Management, Program Management, Marketing Strategy, Strategic Planning, Budgets, Portfolio Management, Management, CRM, Public Relations, Cross-functional Team..., Marketing, Mergers & Acquisitions, Sales, Leadership
Education
Hunter College
Psychology
Marymount Manhattan College
Psychology
Morgan Stanley April 2012 - Present
Barclays Capital September 2007 - April 2012
Bloomberg June 1996 - September 2007
VIACOM January 1996 - June 1996
Sysfim March 1994 - December 1995
AT&T April 1993 - March 1994
IBM January 1991 - December 1991
Advanced Data Management Solutions March 1988 - January 1991
Skills
Fixed Income, Risk Management, Trading Systems, Capital Markets, Equities, Electronic Trading, Databases, Investment Banking, Equity Derivatives, Trading, SDLC, Derivatives, Market Data, Commodity, Business Analysis
Education
Columbia University in the City of New York 2011 — 2013
MA, Mathematics of Finance
State University of New York at Stony Brook 2004 — 2009
PhD, Electrical & Computer Engineering
New York Institute of Technology 2000 — 2002
M.S., Electrical & Computer Engineering
City University of New York-College of Staten Island 1992 — 1996
B.S., Computer Science & Engineering
The Institute of Science & Technology 1987 — 1990
B.S., Computer Science
Goldman Sachs August 2009 - Present
Barclays Capital September 2008 - August 2009
Lehman Brothers September 2007 - September 2008
Societe Generale October 2000 - August 2007
Skills
Middle Office, Settlements, Fixed Income, Confirmations, Structured Products, Back Office, ISDA, Trading, Commodity, Structured Finance, Swaps, Options, Credit Derivatives, Hedging, Investment Banking, Settlement, Derivatives
Education
Brooklyn College 1992 — 2000
BS, Accountig
Barclays Capital October 2006 - Present
NuComm International November 2005 - October 2006
Accenture April 2003 - August 2005
Cypress Semiconductor February 2001 - March 2003
Education
Central Philippine University 1995 — 2000
Bachelor of Science, Electronic and Communication Engg
Bank Of America September 2012 - Present
Audible.com March 2012 - September 2012
Barclays Capital July 2011 - March 2012
Deutsche Bank March 2010 - June 2011
Barclays Capital September 2009 - March 2010
Credit Suisse July 2008 - September 2009
Albridge Solutions January 2007 - July 2008
Albridge Solutions January 2007 - July 2008
American Reinsurance/Munich America April 2006 - January 2007
Pfizer October 2001 - April 2006
Skills
Data Warehousing, PL/SQL, SQL*Plus, SQL, Unix Shell Scripting, Erwin, Exadata, Data Modeling, ETL, Performance Tuning, Business Intelligence, Oracle, Solaris, Microsoft SQL Server, Unix, Informatica, Database Design, Databases, Shell Scripting
Education
Cheonggang Academy
MS; P.G. Diploma; M. S; Bachelor; M.S, Computer. Science; Computer Science; Mathematics
Presentations
MS, Computer. Science
Cheonggang Academy
P.G. Diploma; M. S; Bachelor; M.S, Computer Science; Mathematics
South Gujarat University
Masters, Computer Science
The Performing Arts Project November 2014 - Present
D. E. Shaw & Co. May 2012 - Present
Transport Group Theater Company 2010 - Present
The Performing Arts Project January 2012 - October 2014
Barclays Capital April 2010 - April 2012
Robinson & Cole LLP December 2008 - April 2010
Thelen Reid Brown Raysman & Steiner LLP September 2007 - November 2008
Education
Case Western Reserve University School of Law 2004 — 2007
JD, cum laude
New York University 2000 — 2004
BA, cum laude, Journalism, Political Science
Momentum Datacom 2011 - Present
Cableworx, Inc. September 1999 - December 2011
Barclays Capital January 2009 - June 2010
The Blackstone Group May 2006 - December 2008
CIBC March 2001 - May 2006
ABN AMRO September 1999 - March 2001
Skills
Software Installation, Running, Vendor Management, Project Management, Switches, Data Center, Cisco Technologies, IT Operations, Infrastructure, Telecommunications, Disaster Recovery, Management, Troubleshooting, ITIL, Integration, Project Planning, Testing, Project Portfolio..., IT Management, IT Strategy, PMP, IT Service Management, PMO
Education
City University of New York-Brooklyn College 1993 — 1997
BA, Fine Arts
Xaverian 1989 — 1992
Xavarian
Barclays Capital February 2010 - Present
Larsen & Toubro Infotech November 2009 - February 2010
Citi August 2004 - December 2009
HSBC Private Bank October 1999 - August 2004
Credit Suisse First Boston September 1998 - April 1999
Republic National Bank October 1996 - September 1998
Colgate-Palmolive June 1995 - August 1996
Skills
Fixed Income, Sybase, Investment Banking, Trading Systems, Software Project..., Project Management, SDLC, Requirements Analysis, Business Analysis, SQL, Market Data, Derivatives, Requirements Gathering, User Acceptance Testing, Electronic Trading, Equity Derivatives
Education
City University of New York-Brooklyn College 1991 — 1996
B.S., Computer Science
High School #33, Kiev
Davidson Kempner Capital Management October 2014 - Present
Barclays Capital September 2011 - October 2014
UBS Investment Bank December 2008 - September 2011
dbConcert August 2008 - November 2008
Lehman Brothers April 2005 - July 2008
Goldman, Sachs & Co. January 1994 - April 2005
U.S. Microsystems April 1992 - January 1994
Skills
Equities, Trading, Portfolio Management, Electronic Trading, Equity Derivatives, Middle Office, Fixed Income, Hedge Funds, Trading Systems, Risk Management, Market Data, TeamCity, Capital Markets, Investment Banking, Java, Sybase, Grails, Groovy
Education
Cass Business School - London 1998 — 2000
MBA
New York University - Polytechnic School of Engineering 1990 — 1994
BS
thhs
Citigroup, Inc. June 2010 - Present
Citigroup October 2009 - May 2010
Moline Capital Advisors, LLC January 2009 - October 2009
Citigroup June 2006 - August 2008
Credit Suisse (Credit Suisse First Boston) April 2005 - May 2006
MBIA Insurance Corporation January 2001 - December 2004
Prudential Securities July 1997 - December 2000
Bank of Tokyo-Mitsubishi June 1995 - June 1997
Barclays Capital January 1980 - May 1995
Skills
Credit Risk, Capital Markets, Corporate Finance, Risk Management, Microsoft Excel, PowerPoint, Structured Finance, Financial Analysis, Banking, Portfolio Management, Credit Analysis, Securitization, Financial Risk, Investment Banking, Operational Risk..., Due Diligence, Commercial Banking, Marketing, Debt Restructuring, Finance
Education
Case Western Reserve University
Masters
Northern Illinois University
Bachelors of Science
Northern Illinois University
MBA
Societe Generale February 2013 - Present
StormHarbour Securities September 2011 - February 2013
Knight Capital Group June 2009 - September 2011
Barclays Capital August 2005 - January 2009
GE Capital Market Services 2000 - 2005
GE Transportation Systems 1997 - 1999
Education
Columbia University in the City of New York 2000 — 2002
MA, East Asia Studies - Economics/Finance
China Foreign Affairs University 1988 — 2002
english
Barclays Capital October 2009 - Present
Sullivan & Cromwell LLP 2003 - October 2009
SNL Financial June 1999 - August 1999
Merrill Lynch March 1999 - March 1999
Skills
Mergers, Joint Ventures, Corporate Law, Restructuring, Litigation, Acquisitions, Private Equity, Due Diligence, Mezzanine, CMBS, Commercial Real Estate, Loans, Real Estate Private..., Divestitures, Real Estate Development, Asset Managment, Mergers & Acquisitions, Valuation, Corporate Finance, Real Estate, Financial Structuring, Commercial Litigation, Structured Finance, Securities, Capital Markets, Legal Writing
Education
University of Virginia School of Law 2000 — 2003
J.D., Law
University of Virginia 1996 — 2000
B.A., Economics and History
Choate Rosemary Hall
Morgan Stanley January 2010 - Present
Barclays Capital January 2007 - January 2010
Galatea Associates January 1999 - January 2007
Education
City University of New York
Citigroup April 2011 - Present
Barclays Capital 2009 - April 2011
JP Morgan Chase 2000 - 2009
Citigroup 1995 - 2000
City of New York 1973 - 1995
Skills
Sourcing, Outsourcing, Information Technology, Negotiation, IT Outsourcing, Program Management, Vendor Management, Project Management, Procurement, Strategy, Strategic Sourcing, Management, Problem Solving, Leadership, Purchasing, Global Sourcing, Business Analysis, IT Strategy, Analysis, Change Management, Strategic Planning, Management Consulting, Risk Management, Project Planning, Supply Chain Management, Mergers & Acquisitions, Governance, Business Process..., Supply Chain, Business Transformation, Cross-functional Team..., Financial Services, Contract Negotiation, Process Improvement, Offshoring, Contract Management, Business Strategy, Business Process, Process Engineering, Business Process..., Stakeholder Management, ERP, CRM, RFP, Executive Management, Project Portfolio..., Supply Management, Operations Management, PMO, Relationship Management
Education
City University of New York, Baruch Graduate Center 1977 — 1980
MPA, Finance
Brooklyn College
Bachelor's degree, History
Bridgewater Associates February 2015 - Present
Barclays October 2012 - January 2015
Barclays Capital December 2005 - October 2012
Absa Capital August 2010 - January 2011
Barclays Capital December 2005 - July 2010
Deutsche Bank October 2000 - July 2005
LloydsTSB March 1998 - October 2000
Alliotts 1995 - 1998
Skills
Problem Solving, Critical Analysis, Model Building, Business Strategy, Analytics, Deferred Compensation, Executive Compensation..., Critical Thinking, Portfolio Management, Management, Finance, Equities, Integration, Human Resources, Business Analysis, MIS, Strategy, Restructuring, Change Management, Recruiting, Investment Banking
Education
Cass Business School 2007 — 2009
MBA (Distinction), Specialised in Corporate Finance, M&A, Leadership.
The Chartered Institute of Management Accountants 1998 — 2000
ACMA, Management Accounting
Imperial College London 1992 — 1995
BSc, Physics
St.Bees School 1988 — 1992
GSCEs/A-Levels, A-levels
Barclays Capital February 2007 - Present
Deutsche Bank August 1994 - February 2006
Education
City University of New York 1992 — 1994
MS, Computer Science
Osmania University 1990 — 1992
M.Tech, Material Science (Chemical Engineering)
Osmania University 1985 — 1990
B.Tech, Chemical Engineering
New York Life Insurance Company February 2013 - Present
JPMorgan Chase June 2011 - February 2013
Barclays Capital September 2009 - June 2011
CIT Group March 2008 - September 2009
IDT Corp. October 2004 - March 2008
Alliance Capital July 2000 - October 2004
Telcordia Technologies October 1999 - July 2000
AT&T October 1996 - October 1999
Bayan Telecommunications May 1996 - July 1996
Corporate Information Systems June 1993 - May 1996
Education
Mapua Institute of Technology 1988 — 1993
BSCoE, Computer Engineering
Central Philippine University 1984 — 1988
High School
Silliman University 1980 — 1984
Elementary
Barclays Capital March 2012 - Present
TV Guide June 2011 - February 2012
Connolly December 2009 - May 2011
Survey Sampling International March 2008 - November 2009
Factset Research Systems, Inc. March 2007 - March 2008
Hermitage Insurance 2004 - 2007
Skills
T-SQL, SQL Server, SSIS, SQL, Databases, Database Administration, Microsoft SQL Server, ETL, Database Design, SSRS
Education
City University of New York
Hefei No 1 high school
Barclays Wealth 2008 - Present
Barclays Capital August 2006 - Present
Pershing January 2002 - July 2006
chase 2000 - 2002
Pershing 2000 - 2002
Education
City University of New York City College 2007 — 2009
George Westinghouse High School 1994 — 2007
Barclays Capital 2008 - Present
Barclays Investment Bank 2008 - 2013
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Middle Office, Investment Banking, Credit Derivatives, Settlement, Bloomberg, Prime Brokerage, Equities, Interest Rate..., Bonds, Swaps, Trading Systems
Education
City University of New York-Brooklyn College
Olafe May 2007 - Present
Citigroup June 1996 - May 2008
Barclays Capital May 1995 - June 1996
AIG September 1992 - May 1995
Principal Financial Group September 1991 - August 1992
Skills
Cloud Computing, Integration, Process Improvement, Product Management, Software Development, IT Strategy, Enterprise Architecture, SaaS, Program Management, Business Continuity, Virtualization, Data Center, Disaster Recovery, Server Architecture, IT Management, Project Management
Education
City University of New York-Brooklyn College 1988 — 1992
BS, Mathematics
Lehman Brothers February 2009 - Present
Barclays Capital September 2008 - February 2009
Lehman Brothers July 2008 - September 2008
Citigroup July 2007 - July 2008
Citigroup July 2005 - July 2007
Hebrew Free Loan June 2003 - February 2005
Thompson Financial Group 2005 - 2005
MTA New York City Transit 2002 - 2003
Skills
Capital Markets, Equities, Finance, Financial Structuring, Leadership, Options, Process Improvement, Strategic Planning
Education
City University of New York-Brooklyn College 2000 — 2004
BS, Business Management, Accounting
Touro College
Deutsche Bank July 2006 - Present
Lehman Brothers July 2005 - July 2006
JP Morgan 1999 - 2005
Barclays Capital 1995 - 1998
Skills
Interest Rate..., Product Control, Credit Derivatives, Fixed Income, Derivatives, Trading Systems, Middle Office, Back Office, Bloomberg, Bonds, CDS, Capital Markets, Credit, Credit Risk, Equity Derivatives, Equities, FX Derivatives, Equity Trading, Finance, Financial Markets, Financial Risk, Hedge Funds, Financial Services, Investment Banking, Lean Thinking, Leadership Development, Market Data, Mergers & Acquisitions, Options, Risk Management, Settlement, Team Leadership, Volatility, Securities Lending, Structured Products, Trading
Education
City University of New York-Brooklyn College 1991 — 1995
Bachelor of Science (BS), Mathematics and Statistics
London Business School
Management and Organizational Leadership
Office of the Mayor, City of New York December 2014 - Present
Office of the Mayor, City of New York April 2011 - December 2014
Office of the Mayor, City of New York April 2009 - April 2011
The Princeton Review April 2008 - April 2009
The Princeton Review September 2002 - April 2008
Organic June 2000 - September 2002
Chubb Insurance April 1999 - May 2000
Barclays Capital April 1997 - April 1999
Dunsgate August 1995 - April 1997
Skills
Data Center, Security, IT Strategy, SDLC, Disaster Recovery, Change Management, Project Management, Vendor Management, Enterprise Architecture, Program Management, Team Leadership, Integration, IT Management, Business Analysis, VMware, Software Project..., ITIL, Databases, Visio, Information Technology, SharePoint, Cloud Computing, Active Directory, IT Operations, System Administration
Education
City University of New York-College of Staten Island 1990 — 1994
B.S., Computer Science
Exzac 2011 - Present
Barclays Capital November 2009 - September 2011
AIG September 2008 - November 2009
ABN AMRO February 2008 - September 2008
Barneys New York February 2007 - February 2008
Goldman Sachs February 2006 - February 2007
Moody's Investors Service October 1995 - August 2004
Skills
SDLC, Business Analysis, SQL, Agile Methodologies, Data Warehousing, Software Development, Microsoft SQL Server, Sybase, Vendor Management, Fixed Income, Project Management, Database Design
Education
Brooklyn College
Bachelor of Science (BS), Computer Science
Crossbridge Consulting Americas February 2014 - Present
MOVIEQU October 2012 - Present
Barclays Capital June 2012 - February 2014
Barclays 2011 - July 2012
Barclays Capital January 2010 - February 2012
Barclays Capital September 2005 - February 2010
JPMorgan July 2000 - September 2005
Salomon Brothers June 1997 - June 2000
Long Term Credit Bank of Japan June 1995 - June 1997
Nomura Research Institute April 1990 - June 1995
Skills
Agile Methodologies, Business Analysis, Business Intelligence, Communication, Communication Skills, Compliance, Credit, Credit Derivatives, Derivatives, Dodd-Frank, Change Management, Analysis, Electronic Trading, Enterprise Architecture, Financial Services, Fixed Income, IT Strategy, Integration, Leadership, Investment Banking, Marketing, Mobile Applications, Management, Outsourcing, PMO, Portfolio Management, Program Management, Project Delivery, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Software Project..., Stakeholder Management, Strategy, Team Leadership, Trading Systems, Vendor Management, Start-ups, Strategic Planning
Education
City University London 1984 — 1987
Bachelor's Degree, Computer Engineering, 2(i) and Jarrogate Prize
Barclays Capital October 2008 - Present
Lehman Brothers May 2007 - October 2008
Lehman Brothers April 2005 - May 2007
Deutsche Bank June 2001 - April 2005
Transagon 2000 - 2001
Tempest December 1999 - August 2000
Bear Stearns 1997 - 1999
Skills
Electronic Trading, Fixed Income, Trading Systems, Options, Interest Rate..., Derivatives, Equities, C++, Market Data, Swaps, Equity Trading, Trading Strategies, Risk Management, Rates, Equity Derivatives, Financial Markets
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2008
Financial Engineering Program
City University of New York 1991 — 1995
BS, Computer Science
Barclays 2009 - Present
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - 2008
Neuberger Berman September 1998 - January 2003
Citibank January 1996 - September 1998
Skills
Business Analysis, Disaster Recovery, Enterprise Architecture, Electronic Trading, Fixed Income, Information Technology, Leadership, Management, Market Data, Prime Brokerage, SDLC, Technical Support, Trading Systems, Vendor Management, Data Center, Integration, IT Strategy, Risk Management, IT Management, Investment Banking, Project Planning, Software Implementation..., Information Security, Enterprise Software, Project Management, Business Communications, Communication, Equities, ITIL, IT Service Management, Strategy, Change Management, Financial Services, Service Delivery, Business Process..., Team Leadership, Asset Management, Analysis, Infrastructure, Business Continuity, IT Operations, Requirements Analysis, Governance, Executive Management, Outsourcing
Education
City University of New York-College of Staten Island
Infrastruct, Inc May 2011 - Present
The Specialist LLC February 2009 - March 2011
The Nielsen Company October 2008 - February 2009
Barclays Capital 2009 - 2009
United Nations June 2008 - July 2008
United Nations Development Programme September 2007 - June 2008
Plaza Associates/Law Offices of Mitchell. N Kay March 2007 - July 2007
Bank of New York/ MTI Computer Services May 2006 - October 2006
Apex Systems Inc July 2005 - January 2006
Skills
Active Directory, Windows Server, Microsoft Exchange, XP, VPN, Windows 7, Servers, Network Administration, SharePoint, VMware, Troubleshooting, Disaster Recovery, System Administration, DHCP, Operating Systems, Citrix, Networking, DNS, Vendor Management, Windows, Technical Support, Hardware, Blackberry Enterprise..., Computer Hardware, Help Desk Support, Information Technology, Software Installation, Network Security, Remote Desktop, System Deployment, Cisco Technologies, Security, IIS, Wireless Networking, HP, Printers, Laptops, Lotus Notes, Blackberry, Microsoft SQL Server, Ubuntu, Testing, Antivirus, Windows XP, Firewalls, TCP/IP, Microsoft Technologies, IT Management, Virtualization, VMware ESX
Education
City University of New York 2001 — 2002
Cisco Networking Academy
Barclays Capital April 2010 - Present
UBS Investment Bank December 2009 - April 2010
Societe Generale July 2008 - February 2009
Societe Generale Corporate and Investment Banking August 2006 - June 2008
Tiger Management January 2005 - August 2006
Skills
Trading Systems, Derivatives
Education
City University of New York-Hunter College 2003 — 2007
Masters of Arts, Economics
Barclays Capital September 2008 - Present
Lehman Brothers August 2002 - September 2008
Education
City University of New York 1997 — 2001
MSCI Inc. November 2013 - Present
Barclays Capital August 2010 - November 2013
Surge Trading Inc. June 2009 - August 2010
BMIS May 2001 - March 2009
Proxicom January 2000 - May 2001
Communication Billing Technologies August 1996 - January 2000
Brooklyn College Fundation June 1993 - August 1996
Kingsborough Community College September 1992 - June 1993
Brooklyn College - Information Systems March 1991 - December 1992
Hoare Govett - HONG KONG July 1990 - January 1991
Skills
Sybase, Trading Systems, SDLC, Oracle, Trading, Market Data, Microsoft SQL Server, SQL, Software Development, Data Warehousing, Integration, PL/SQL, Business Intelligence, C#, Equities, Business Analysis, Electronic Trading, Shell Scripting, Databases, Testing, .NET, Perl, SSIS, SSRS, Java, Linux, SQL Server, Unix, XML, Investment Banking, Application Development, Portfolio Management, Order Management, Compliance, Oracle Discoverer, Apache, CVS, Autosys, SQL Profiler, MySQL, Barclays Point, JCL, MVS, IBM Mainframe, CICS
Education
City University of New York-Brooklyn College 1995 — 1995
MS, Information System
City University of New York-Brooklyn College 1991 — 1994
BS, Accounting, Computer Science
Barclays Capital April 2007 - Present
Millennium Partners 2003 - 2007
Prudential Financial June 2000 - April 2003
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Prime Brokerage, Trading Systems, Options, Series 7, Alternative Investments, Trading
Education
Brooklyn College 1996 — 2000
QlikTech June 2013 - Present
Barclays Capital June 2010 - June 2013
Capgemini January 2006 - June 2010
EMC Consulting (formerly BusinessEdge Solutions) October 2004 - January 2006
Oracle Corporation November 1996 - October 2004
Chase Bank 1994 - 1996
JPMorgan Chase 1991 - 1994
Skills
Compliance, Data Models, Capital Markets, Risk, Enterprise Architecture, IT Strategy, Data Warehousing, Trace, Business Intelligence, SOA, Business Analysis, Integration, Risk Management, Program Management, Business Process..., SDLC, Management Consulting, Architecture, Credit Risk, Solution Design, Master Data Management, Solution Architecture, Enterprise Software, Data Modeling, Oracle, Software Project..., Outsourcing, Analysis, Business Process Design, ETL, Requirements Analysis, Derivatives, Requirements Gathering, Financial Services, Equities, Business Process, Project Management, Data Warehouse..., Trading Systems, Banking, Analytics, Data Integration, PMO, Vendor Management, Agile Project Management, Data Governance, Business Requirements, Agile Methodologies, Pre-sales, Big Data
Education
City University of New York-College of Staten Island 1981 — 1986
BS, Computer Science
Barclays Capital September 2008 - Present
Lehman Brothers June 2000 - September 2008
Lehman Brothers 2000 - 2002
City College 1995 - 2000
Education
City University of New York City College 1995 — 2000
KPMG Corporate Finance August 2010 - Present
Barclays Capital May 2009 - August 2010
UBS Investment Bank July 2008 - May 2009
Skills
Financial Modeling, Mergers, Business Valuation, Restructuring, Analysis, Cash Flow Forecasting, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Working Capital..., Capital Markets, Bloomberg, Private Equity, Risk Management, Investment Banking, Management Consulting, Data Analysis, Investments, Portfolio Management, Business Strategy, Mergers & Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
BS Business Administration, Accounting and Finance
Series 63
Series 79
Thomson Reuters May 2013 - Present
Thomson Reuters May 2013 - October 2013
Berkshire Bank January 2010 - January 2013
Barclays Capital October 2000 - November 2008
Skills
SDLC, Agile Methodologies, SQL, XML, .NET, Business Analysis, Unix, Requirements Analysis, Enterprise Architecture, Spring, Perl, Solution Architecture, Oracle, System Administration, Servers, Data Center, Linux, Shell Scripting
Education
LIU Brooklyn 2004 — 2007
MBA, Finance
City University of New York-Brooklyn College 1997 — 2007
BS, Computer Science
Credit Suisse First Boston July 2009 - Present
Barclays Capital March 2009 - June 2009
Credit Suisse First Boston March 2008 - January 2009
Citi/Smith Barney January 2000 - January 2008
Schroder & Co. Inc. April 1997 - January 2000
Dean Witter, Discover & Co. December 1996 - March 1997
Gerard Klauer Mattison & Co., LLC May 1996 - November 1996
Bear, Stearns & Co. Inc. August 1993 - May 1996
Dean Witter, Discover & Co. July 1986 - August 1993
E.F. Hutton & Co. Inc. December 1981 - July 1986
Skills
Equity Research, Equities, Investment Banking, Securities, Editing, Research
Education
City University of New York-Herbert H. Lehman College 1974 — 1979
BA, English
TFG Financial Systems April 2010 - Present
Wachovia/Wells Fargo May 2004 - April 2010
barclays capital 1997 - 2004
AMS 1994 - 1997
act financial systems 1990 - 1994
Misys 1990 - 1994
Skills
Fixed Income, Derivatives, FX Options, SDLC, Relationship Management, Financial Services, Investment Banking, Equities, Trading Systems, Risk Management, Portfolio Management, Mergers & Acquisitions, Business Analysis, Capital Markets, Market Risk, Financial Risk, Credit Risk, Strategy, Program Management, Financial Markets
Education
Cass Business School 1993 — 1994
MBA
De Montfort University 1979 — 1982
B.SC, Mathematics
University of Leicester 1979 — 1982
maths
Pershing March 2000 - Present
Pershing March 2000 - January 2006
The Chase Manhattan Bank August 1998 - March 2000
Barclays Capital August 1990 - July 1998
American Direct Mail Company 1990 - 1990
Skills
IT Management, Security, Infrastructure, Data Center, Information Security, ITIL, Incident Management, Disaster Recovery, IT Strategy, Vendor Management, PMP, Management, Enterprise Architecture, Project Management, SDLC, SQL, Program Management, PMO, Outsourcing, Business Continuity, Risk Management, Project Portfolio...
Education
City University of New York-College of Staten Island 1987 — 1991
Accounting
Citi July 2014 - Present
RBC Capital Markets April 2011 - Present
Barclays Capital December 2009 - January 2011
McKinsey & Company October 2007 - April 2008
Goldman Sachs June 2007 - October 2007
Merrill Lynch September 2004 - March 2007
Catholic Charities of the Archdiocese of New York December 2002 - May 2004
Spear, Leads & Kellogg February 1999 - November 2002
NYC Taxi and Limousine Commission April 1996 - February 1999
Skills
Project Management, Microsoft Excel, Equities, Investment Banking, Fundraising, Onboarding, Corporate Events, Concur, Microsoft Office, Space Management, Oral & Written..., Human Resources, Event Planning
Education
City University of New York City College
Barclays Wealth and Investment Management February 2014 - Present
Barclays Capital October 2008 - Present
Lehman Brothers December 2004 - Present
Skills
Equities, Trading, Series 7, Series 63, series 55, series 24, FINRA, Fixed Income
Education
City University of New York-Brooklyn College 1992 — 1997
Barclays Capital July 2009 - Present
Bear Stearns August 2006 - January 2009
Skills
Financial Reporting, Hedge Funds, Financial Analysis, Financial Accounting, Account Reconciliation, Internal Controls, Consolidated Reporting, Consolidated Financial..., Consolidation, Reporting & Analysis, Balance Sheet Review, Accounting Applications, Business Analysis, Analytics, Reconciliation, Bank Reconciliation, G/L Reconciliations, Internal Audit, Project Coordination, Reporting Systems, Process Flow..., Software Documentation, Regulatory Filings, Accounting, Auditing, US GAAP, IFRS, GAAP
Education
City University of New York-Brooklyn College 2001 — 2004
Bachelor of Science (BS), Finance
Barclays Capital November 2008 - Present
Lehman Brothers February 1990 - October 2008
Coopers & Lybrand September 1989 - February 1990
Skills
Foreign Exchange, System Monitoring, Trading Systems, Sybase, Investment Banking, Management, Market Data, Equities, Fixed Income, Analysis, Business Analysis, Enterprise Architecture, Infrastructure, Middle Office, Risk Management, SDLC, Vendor Management, Asset Management, Low Latency
Education
City University of New York City College 1982 — 1987
BS, Computer Sciene
Morgan Stanley August 2013 - Present
Nomura Securities August 2011 - August 2013
Citi February 2010 - August 2011
Barclays Capital March 2009 - February 2010
Merrill Lynch November 2006 - September 2009
UBS Investment Bank July 2006 - November 2006
JPMorgan Chase March 2006 - July 2006
MarketAxess August 2005 - March 2006
Goldman Sachs September 2003 - August 2005
JPMorgan Chase 2000 - 2003
Skills
Fixed Income, Electronic Trading, Management, Credit Derivatives, Spring, Agile Methodologies, Java, Eclipse, SQL, Financial Services, Databases, JMS, Multithreading, Distributed Systems, Perl, Object Oriented Design, Exchange Connectivity, Oracle, Core Java, SDLC, Derivatives, Interest Rate..., Sybase, Capital Markets, Market Data, Trading Systems, Business Analysis, Low Latency, Investment Banking, Prime Brokerage, SOA, Unix Shell Scripting, Reference Data, XML, ION Marketview, TIBCO, TIBCO Rendezvous
Education
City University of New York-Brooklyn College 1998 — 2002
BS, CIS
Deutsche Bank Securities July 2010 - Present
Barclays Capital 2008 - August 2010
Lehman Brothers 2005 - 2008
Education
Central European University 2004 — 2005
MBA, Finance
National University of Ireland, Galway 2000 — 2004
LLB, Law
RBC Capital Markets September 2013 - Present
Barclays Capital September 2008 - August 2013
Lehman Brothers August 1997 - September 2008
Skills
Equity Research
Education
Hamilton College 1993 — 1997
BA, Economics
Choate Rosemary Hall 1989 — 1993
Morgan Stanley February 2008 - Present
Continuux LLC 2001 - Present
Barclays Capital 2005 - 2007
Daiwa Securities 1996 - 2000
Education
Case Western Reserve University 1968 — 1972
BS, Mathematics
Columbia University in the City of New York
PhD, Mathematics
Standard Chartered Bank March 2011 - Present
Credit Suisse October 2007 - March 2011
Barclays Capital 2004 - 2007
Lehman Brothers 1996 - 2004
Education
City University of New York-Brooklyn College 1987 — 1992
BS, Finance and Management
Barclays Capital September 2009 - Present
Bear Stearns June 1995 - April 2009
Bear Stearns 1995 - April 2009
CS First Boston 1986 - 1995
Merrill Lynch 1982 - 1986
Skills
XML, JavaScript, C++, SOAP, Servlets, CSS, ClearCase, Stored Procedures, Ksh, JSP, C, Autosys, SDLC, Perl, Project Management
Education
City University of New York-Brooklyn College 1979 — 1985
MS, Computer science
Upstart 2015 - Present
Lending Club 2015 - 2015
Barclays February 2013 - September 2014
Barclays Capital July 2010 - February 2013
Barclays Capital February 2008 - July 2010
Barclays Capital August 2005 - February 2008
Skills
Capital Markets, Fixed Income, Derivatives, Structured Products, Investment Banking, Trading, Structured Finance, Financial Services
Education
Cornell University 2001 — 2005
BS, Applied Economics and Management
Choate Rosemary Hall 1999 — 2001
HS
Barclays Capital September 2008 - Present
Lehman Brothers September 2006 - September 2008
Lehman Brothers - Prime Services Technology 2006 - 2008
Skills
Prime Brokerage, Trading Systems, Securities Lending, Equities, Fixed Income, Electronic Trading, Capital Markets, Sybase, Market Data, Middle Office, Investment Banking, Hedge Funds, Corporate Actions, Collateral Management, Trading, Back Office
Education
Polytechnic University 1999 — 2001
MS, Electronic Business Management
City University of New York-Brooklyn College 1989 — 1992
BS, Computer Science
Barclays Capital December 2010 - January 2012
CGI April 2009 - December 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers July 1980 - September 2008
Education
City University of New York-Hunter College
BA, Computer Science
Neuberger Berman January 2010 - Present
Barclays Capital September 2008 - December 2010
Lehman Brothers 1997 - 2008
Education
City University of New York City College 1991 — 1995
BEE, Electrical Engineer
Bank of America April 2010 - Present
Barclays Capital September 2008 - April 2010
Lehman Brothers January 2005 - September 2008
NYFIX 2003 - 2005
Millennium Partners, L.P June 2000 - January 2003
Skills
Java, Java Swing, Unix, FIX, FIXatdl, SQL, Autosys, Swing, SDLC, Perl, Sybase, Multithreading, Electronic Trading, Solaris, Market Data
Education
Brooklyn College
Bachelor of Science (BS), Computer and Information Sciences, General
Barclays Capital February 2008 - Present
Skills
Vendor Management, Data Modeling, Software Development, Staff Management, Resource Allocation, Financial Systems, Equities, SDLC, Sybase, Data Warehousing, Software Project..., IT Strategy, Enterprise Architecture, Requirements Analysis, Integration, IT Management, Process Engineering
Education
City University of New York
Bachelor of Engineering, Electrical Engineering
Columbia University in the City of New York
Master of Science, Electrical Engineering
Nomura Securities June 2012 - Present
Citi September 2010 - October 2012
Barclays Capital September 2008 - September 2010
Lehman Brothers November 2004 - September 2008
Neuberger Berman July 1995 - November 2004
American Stock Exchange October 1992 - July 1995
Education
City University of New York-College of Staten Island 1988 — 1992
BS, Computer Science
Credit Suisse September 2015 - Present
Credit Suisse July 2012 - September 2015
Credit Suisse May 2011 - July 2012
Deutsche Bank Securities June 2004 - December 2010
Barclays Capital January 2004 - July 2004
UFJ Bank Limited March 2002 - December 2003
Skills
Equities, Fixed Income, Investment Banking, Financial Analysis, Business Analysis, Analysis, Business Objects, Bloomberg, Project Management, Financial Services, Capital Markets, Access, Middle Office, Portfolio Management, Front Office, Sales People and Trader..., iAnalyze, Essbase, System Testing, Performance Testing, Data Reconciliation, Data Analysis
Education
University of Phoenix 2005 — 2007
Masters in Management, Finance, Management
Brooklyn College 1998 — 2002
B.S. in Business / Management / Finance
Barclays Capital September 2008 - Present
Lehman Brothers February 2001 - September 2008
Skills
Capital Markets, Sybase, Fixed Income, Trading Systems
Education
City University of New York-Brooklyn College 1998 — 2000
Bacholar of Science, Computer Science
Barclays Capital January 2011 - Present
Lehman Brothers 2007 - 2008
Skills
Investment Banking, Equities, Bloomberg, Hedge Funds, Fixed Income, Derivatives
Education
City University of New York-Brooklyn College 2004 — 2006
Finance/Economics
barclays capital Vice PresidentLehman BrothersDecember 1986 - September 2008
Education
City University of New York-College of Staten Island 1981 — 1986
BA, Management
Barclays August 2014 - Present
Barclays Capital November 2012 - Present
JPMorganChase January 2005 - November 2012
Netegrity 1999 - 2005
Skills
Enterprise Architecture, Federation, Identity Management, Identity Federation, Architecture, Siteminder, SAML, SSO, Integration, Web Security, Security, PKI, Application Security, Access Management, LDAP, SOA, Encryption, Network Security, Solaris, SSL, Cryptography, J2EE, Provisioning, Solution Architecture, Access Control, Cloud Computing, SunOne, Application Architecture, Security Architecture..., Unix, Java Enterprise Edition, Weblogic, Middleware, Information Security..., Business Continuity, Disaster Recovery, SDLC, IT Strategy, Internet Security
Education
City University of New York-College of Staten Island
Computer Science
Barclays Capital September 2008 - December 2009
Lehman Brothers August 2007 - September 2008
Education
South University 2012 — 2015
Doctor of Pharmacy (Pharm.D.), Pharmacy, Graduate
City University of New York 2005 — 2008
B.S., Computer Engineering
Barclays Capital December 2012 - Present
SEC June 2012 - October 2012
Barclays Bank September 2011 - June 2012
George Weiss Associates April 2009 - May 2011
Diamondback Capital Investments June 2007 - January 2009
Institutional Investor 1997 - 2008
Tudor Investment Group 1999 - 2007
TUDOR INVESTMENT CORPORATION 1999 - 2007
TUDOR INVESTMENT CORPORATION 1999 - 2007
Skills
Hedge Funds, VBA, Derivatives, Equities, Trading, Quantitative Finance, Quantitative Modeling
Education
ARPM2012 Bootcamp at NYU 2012 — 2012
Financial Mathematics
New York University 2009 — 2011
Non Degree, Financial Math
APRM10 Boot Camp with Attilio Meucci at Baruch College 2010 — 2010
Financial Math
The University of Chicago 2006 — 2007
MS, Financial Math
Columbia University in the City of New York 1990 — 1993
Master of Science (M.S.), Computer Science, 3.33
City University of New York City College 1980 — 1983
Bachelor of Science (B.S.), Physics, 3.7
Credit Suisse January 2009 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers 2007 - 2008
XE Capital Management July 2004 - May 2007
BNP Paribas July 2003 - July 2004
Zurich Capital Markets 1999 - 2003
Sumitomo Mitsui Banking Corporation (Formerly Sakura Bank) June 1996 - April 1999
Skills
Trading Systems, Fixed Income, Derivatives, Equities, Equity Derivatives, Investment Banking, Capital Markets, Hedge Funds, Market Data, Credit Derivatives, Structured Products, Sybase, SDLC, Business Analysis, Options, FX Options, Alternative Investments, Risk Management
Education
City University of New York City College 1995 — 1996
Masters, Computer Science
City University of New York City College 1991 — 1994
Bachelors, Computer Science
Fitch Ratings May 2003 - Present
BARCLAYS CAPITAL, NY 1994 - 2003
Barclays Capital 1987 - 1994
Marine Midland Bank June 1982 - October 1987
Education
Pace University 1980 — 1982
MBA, Finance
City University of New York-Herbert H. Lehman College 1964 — 1968
BA, Sociology
Barclays Capital October 2012 - December 2014
Barclays Capital September 2008 - October 2012
Lehman Brothers April 2003 - September 2008
Skills
Bloomberg, Fixed Income, Hedge Funds, Series 7, Series 63, Credit Derivatives, Sales, Bonds, Electronic Trading, Order Management, KYC, Project Management, User Acceptance Testing
Education
Colgate University 2000 — 2002
BA, English
Hunter College 1996 — 1998
Honors Block Program
Barclays Capital November 2007 - Present
Bank of America 1999 - March 2001
DLJ 1998 - 2001
Bridge 3 1995 - 1998
Reuters 1990 - 1997
Skills
Equities, Market Data
Education
City University of New York-Brooklyn College 1981 — 1986
BS, Economics and Finance
Barclays March 2011 - Present
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2007 - September 2008
Urban Dove February 2000 - August 2008
Lehman Brothers May 2006 - August 2006
Skills
Sungard GMI, Rofle & Nolan RISC, ADP, INFOPAC
Education
Chestnut Hill College 2003 — 2007
Bachelor's degree, Accounting, 3.6/4.0
Barclays Capital June 2008 - Present
Lehman Brothers June 2008 - November 2008
Skills
Bloomberg, Series 7, Derivatives, Equities, Capital Markets, Trading, Financial Modeling, Hedge Funds, Valuation, Equity Research
Education
Cornell University 2003 — 2007
BS, Policy Analysis and Management
Choate Rosemary Hall 2002 — 2003
Post Graduate Certificate
The Depository Trust & Clearing Corporation March 2015 - Present
The Depository Trust & Clearing Corporation March 2013 - February 2015
Barclays Capital October 2008 - February 2013
Barclays Capital September 2005 - October 2008
Deutsche Bank May 2004 - September 2005
Skills
Credit Derivatives, Bloomberg, Fixed Income, Investment Banking, Credit Risk, Valuation, Prime Brokerage, Hedge Funds, Derivatives, Capital Markets, Structured Products, Equities, Financial Modeling, Middle Office, Portfolio Management, Commodity, Market Risk, Securities, Risk Management, FX Options, Financial Risk, Equity Derivatives, Structured Finance, Trading Systems, Banking, Credit, Interest Rate..., Swaps, Bonds, Options, Trading, Financial Markets
Education
City University of New York-Hunter College 2000 — 2003
Bachelor of Arts, Media, English, Communications
Stony Brook University 1997 — 2000
Business, Psychology, English
Society of Hispanic Professional Engineers July 2009 - Present
NYC Department of Education 2009 - Present
SHPE-NYC July 2008 - Present
Barclays Capital 2008 - 2009
SHPE 2000 - 2009
Lehman Brothers 2007 - 2008
Education
City University of New York City College
Bachelor of Science, Computer Science
Balfour Beatty Investments February 2012 - Present
RBS Global Banking & Markets December 2004 - November 2010
Barclays Capital May 1994 - December 2004
Skills
Debt Structuring, Debt Raising, Credit Evaluation, PFI, Public-private..., Infrastructure Projects, Corporate Lending, Loans, Structured Finance, Financial Structuring, Debt Restructuring, Mergers & Acquisitions, Private Equity, Infrastructure, Investment Banking, Public/private..., Due Diligence, Project Finance, Capital Markets
Education
Cass Business School 2002 — 2003
MSc, Insurance & Risk Management
Imperial College London 1986 — 1990
MEng, Electrical Engineering
TD Securities February 2014 - Present
Morgan Stanley July 2012 - June 2013
Citi December 2011 - July 2012
Barclays Capital October 2009 - November 2011
Morgan Stanley Investment Management February 2005 - October 2009
Skills
Settlement, Integration, Fixed Income, C#, Java, Trading, Web Applications, Android Development, Python, Django, jQuery, Financial Risk, Prime Brokerage, SDLC, Risk Management, Perl, Trading Systems
Education
City University of New York City College 2001 — 2005
BS, Computer Science
City WingTsun
Barclays Capital 2012 - Present
Nool Family January 2005 - Present
Merrill Lynch-BAC September 2005 - August 2010
Morgan Stanley July 2003 - September 2005
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Investment Banking, Credit Derivatives, Interest Rate..., Prime Brokerage, Structured Products, Swaps, Electronic Trading, Hedge Funds
Education
City University of New York-Brooklyn College 1995 — 2001
B.S., Computational Mathematics
Five Four September 2014 - Present
StackCommerce (formerly StackSocial) April 2013 - September 2014
12Society December 2011 - March 2013
Barclays Capital May 2010 - September 2011
Jefferies & Company July 2008 - January 2010
EY July 2007 - August 2007
Skills
Data Analytics, Python, SQL, Financial Modeling, Google Analytics, Start-ups, New Business Development, Sales Operations, E-commerce Optimization, Data Mining
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
Choate Rosemary Hall 2001 — 2004
CapitalSource July 2006 - Present
Barclays Capital April 2004 - July 2006
Lehman Brothers April 1997 - April 2000
Heller Financial June 1990 - April 1997
Skills
Credit, Real Estate Economics, CMBS
Education
City University of New York-Brooklyn College
B.S., Business Management & Finance
American Express October 2010 - Present
Tanteo Spirits June 2010 - August 2010
UBS Wealth Management September 2009 - May 2010
American Express June 2009 - August 2009
Barclays Capital September 2008 - May 2009
Lehman Brothers October 2007 - September 2008
Skills
Financial Reporting, PeopleSoft, Accounting, Accounts Payable, Sarbanes-Oxley Act
Education
City University of New York-Hunter College 2006 — 2010
BA, Major in Psychology, Minor in Economics
Citigroup 2012 - Present
Barclays Capital October 2008 - April 2012
Lehman Brothers 2006 - 2008
Skills
Investment Banking, Securities, Fixed Income, Middle Office, Capital Markets, Swaps, Prime Brokerage, Equities, Bloomberg, Trading Systems, Derivatives, Settlement, Bonds, Credit Derivatives, Risk Management, Financial Services
Education
Brooklyn College
Business Management & Finance
Global Translation and Localization Company June 2013 - Present
Fluent City September 2012 - Present
Alumni Association of Hunter College January 2012 - Present
Darya Chernina June 2003 - Present
iMentor September 2009 - August 2013
aLanguageBank August 2012 - June 2013
Legal Interpreting Services March 2010 - August 2012
Barclays Capital December 2007 - July 2009
Thomson Reuters August 2006 - December 2007
Russell Investments January 2004 - July 2006
Skills
Foreign Languages, Translation, Research, Market Research, Multilingual, Localization, Conferences, Compliance, English, Website Localization, InDesign, Language Teaching, Project Management, MemoQ, Language Services, Technical Translation, Spanish, Linguistics, Interpreting, Intercultural..., Russian, Microsoft Office, Italian, Analysis, Manuals, International Relations, Business Strategy, Business Analysis, New Business Development, Negotiation, French
Education
New York University 2009 — 2010
Certificate, International Business and Finance
Walden University 2007 — 2009
MBA, Finance
City University of New York-Hunter College 1999 — 2003
BA, Romance Languages and Literatures
Morgan Stanley September 2010 - Present
Interactive Data March 2010 - September 2010
Barclays Capital October 2007 - March 2010
Skills
Hedge Funds
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2007
Master, Computational Finance
Case Western Reserve University 1999 — 2003
Ph.D, Materials Science and Engineering
Tianjin University
WeiserMazars LLP October 2014 - Present
PwC June 2012 - October 2014
PwC January 2011 - June 2012
Barclays Capital August 2010 - November 2010
BNP Paribas February 2010 - August 2010
UBS Securities Co., Ltd 2007 - 2008
Skills
Tax Accounting, Consulting, Investment Banking, Tax Reporting, Tax, Account Reconciliation, Big 4, Financial Accounting
Education
City University of New York-Brooklyn College
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
City University of New York-Brooklyn College
Bachelor's degree, Accounting
Barclays Capital March 2007 - Present
Bear Stearns 2005 - 2007
Goldman Sachs 2000 - 2005
DLJ 1994 - 2000
Skills
Equities, Trading Systems, Electronic Trading, Fixed Income, Market Data, Derivatives, Low Latency, Equity Trading, Options, Exchange Connectivity, Prime Brokerage, Equity Derivatives, Capital Markets, Risk Management, Investment Banking
Education
City University of New York
Master's Degree, Mathematics and Computer Science
Barclays Capital September 2008 - Present
Lehman Brothers August 2007 - September 2008
Davis Polk & Wardwell LLP September 2004 - August 2007
City University of NY July 1999 - July 2001
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Equities, Hedge Funds, Structured Products, Equity Derivatives, Credit Derivatives, Financial Accounting, Corporate Tax Planning, Financial Structuring, Private Equity, Structured Finance, Securitization, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
Columbia Law School 2000 — 2004
Doctor of Law (JD), Tax Law/Taxation
City University of New York-Brooklyn College 1993 — 1998
Bachelor's degree, Mathematics
Sloane Automotive Group 2011 - Present
Barclays Capital June 2008 - August 2008
Skills
Automotive, Business Development, Customer Retention, Customer Satisfaction, Sales, Sales Management, Sales Process, Team Building, Vehicles
Education
Colgate University 2005 — 2009
Choate Rosemary Hall 2001 — 2004
Barclays Capital Executive AssistantJefferies LLCApril 2014 - Present
Skills
Investment Banking, Fixed Income, Asset Management, Bloomberg, Equities, Securities, Portfolio Management, Investments, Valuation
Education
City University of New York-Brooklyn College
Bachelor's degree, Elementary Education and Teaching
Barclays Capital February 2000 - Present
RBC Dain Rauscher 1993 - 1997
Skills
Valuation, Equities, Equity Research, Capital Markets, Commodity
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA)
Texas A&M University
Master of Science (MS), Geology/Earth Science, General
Centenary College of Louisiana
Bachelor of Science (BS), Geology/Earth Science, General
Morgan Stanley April 2011 - Present
Barclays Capital April 2008 - July 2010
Bank of America August 2005 - February 2007
Reader's Digest Selecciones 2004 - 2005
MetroPlus Health Plan 2002 - 2003
Education
City University of New York-Herbert H. Lehman College
Bachelor of Business Administration (BBA), Business/Managerial Economics
Laguardia Community College 2002 — 2004
Associate of Science (A.S.), Mathematics