Barclays Global Investors
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Barclays Global Investors Employees
Employee
Years
Job
Industry
J. Parsons J. Parsons's Barclays Global Investors Experience April 1995 - January 2010
Job Retired
Industry Financial Services
Experience
Retired January 2010 - Present
PetPlay Inc July 2010 - July 2015
VelocityShares April 2011 - November 2014
BlackRock Fund Distribution Company January 2010 - September 2011
Blu Skye Sustainability Consulting August 2009 - February 2010
Barclays Global Investors April 1995 - January 2010
Merrill Lynch July 1993 - March 1995
Leland O'Brien Rubinstein Associates July 1985 - June 1993
The MetaByte Company December 1984 - July 1985
Interactive Data Corporation January 1984 - December 1984
Skills
Derivatives, ETFs, Hedge Funds, Fixed Income, Equities, Alternative Investments, Investment Strategies, Mutual Funds, Series 7, Asset Managment, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Trading, Investment Banking, Emerging Markets, Financial Analysis, Investments, Strategy, Valuation, Finance, Securities, Private Equity, Capital Markets
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance
Claremont McKenna College 1975 — 1978
BA, Math & Economics
Retired January 2010 - Present
PetPlay Inc July 2010 - July 2015
VelocityShares April 2011 - November 2014
BlackRock Fund Distribution Company January 2010 - September 2011
Blu Skye Sustainability Consulting August 2009 - February 2010
Barclays Global Investors April 1995 - January 2010
Merrill Lynch July 1993 - March 1995
Leland O'Brien Rubinstein Associates July 1985 - June 1993
The MetaByte Company December 1984 - July 1985
Interactive Data Corporation January 1984 - December 1984
Skills
Derivatives, ETFs, Hedge Funds, Fixed Income, Equities, Alternative Investments, Investment Strategies, Mutual Funds, Series 7, Asset Managment, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Trading, Investment Banking, Emerging Markets, Financial Analysis, Investments, Strategy, Valuation, Finance, Securities, Private Equity, Capital Markets
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance
Claremont McKenna College 1975 — 1978
BA, Math & Economics
Anysse Ferchichi Anysse Ferchichi's Barclays Global Investors Experience October 2008 - January 2009
Job Quantitative Analyst at Bank of the West (BNP Paribas Group)
Industry Banking
Experience
Bank of the West December 2012 - Present
Reussite Group - Laptitude Prepas June 2010 - February 2012
DRW Holdings July 2009 - March 2010
Barclays Global Investors October 2008 - January 2009
Dexia Asset Management October 2007 - March 2008
Skills
VBA, Fixed Income, Options, Portfolio Management, Quantitative Analytics, Trading, Equities, Strategy, Analytics, Data Analysis, Financial Risk, Asset Management, Credit Risk, Bonds, Analysis, Financial Modeling, Derivatives, Risk Management, Bloomberg, SAS, Capital Markets, Valuation, Microsoft Office, Statistics, Financial Markets, Quantitative Finance, Investment Banking, Market Risk, Equity Derivatives
Education
University of California, Berkeley, Haas School of Business 2008 — 2009
MFE, Financial engineering
Ecole Centrale Paris 2005 — 2008
Master of Science, Engineering and Applied Mathematics for Finance
Bank of the West December 2012 - Present
Reussite Group - Laptitude Prepas June 2010 - February 2012
DRW Holdings July 2009 - March 2010
Barclays Global Investors October 2008 - January 2009
Dexia Asset Management October 2007 - March 2008
Skills
VBA, Fixed Income, Options, Portfolio Management, Quantitative Analytics, Trading, Equities, Strategy, Analytics, Data Analysis, Financial Risk, Asset Management, Credit Risk, Bonds, Analysis, Financial Modeling, Derivatives, Risk Management, Bloomberg, SAS, Capital Markets, Valuation, Microsoft Office, Statistics, Financial Markets, Quantitative Finance, Investment Banking, Market Risk, Equity Derivatives
Education
University of California, Berkeley, Haas School of Business 2008 — 2009
MFE, Financial engineering
Ecole Centrale Paris 2005 — 2008
Master of Science, Engineering and Applied Mathematics for Finance
Bill Herman Bill Herman's Barclays Global Investors Experience May 2005 - September 2005
Job
Industry Marketing and Advertising
Experience
Microsoft May 2013 - Present
TBWA\Chiat\Day May 2008 - April 2013
SAP June 2007 - May 2008
AARP August 2006 - December 2006
Barclays Global Investors May 2005 - September 2005
Skills
Integrated Marketing, Strategy, Marketing, Blogging, Analytics, Digital Marketing, Technology, Social Media, Integrated Production, Agency Relationship..., Online Advertising, Digital Strategy, Management, Mobile Devices
Education
Copenhagen Business School
Study Abroad, Direct Exchange Program
The George Washington University - School of Business
BBA, International Business, Marketing
Microsoft May 2013 - Present
TBWA\Chiat\Day May 2008 - April 2013
SAP June 2007 - May 2008
AARP August 2006 - December 2006
Barclays Global Investors May 2005 - September 2005
Skills
Integrated Marketing, Strategy, Marketing, Blogging, Analytics, Digital Marketing, Technology, Social Media, Integrated Production, Agency Relationship..., Online Advertising, Digital Strategy, Management, Mobile Devices
Education
Copenhagen Business School
Study Abroad, Direct Exchange Program
The George Washington University - School of Business
BBA, International Business, Marketing
Mary Aruti Mary Aruti's Barclays Global Investors Experience 1999 - 2000
Job Senior Director, Recruiting at Harmer Financial Solutions
Industry Management Consulting
Experience
Resources Global Professionals 2010 - 2014
Resources Global Professionals 2005 - 2010
Resources Global Professionals 2002 - 2005
KPMG Consulting/KPMG LLP (now Bearing Point) 2000 - 2002
Barclays Global Investors 1999 - 2000
Barclays Global Investors 1998 - 1999
Barclays Global Investors 1997 - 1998
Skills
IT Audit, Sarbanes-Oxley, Sarbanes-Oxley Act, Procurement, Oracle HR, Financial Analysis, ERP, Internal Audit, Internal Controls, Business Process, Due Diligence, Enterprise Risk..., Risk Management, Acquisition Integration, Business Process..., Forecasting, Financial Reporting, Project Management, Process Improvement, SEC filings, Auditing, Variance Analysis, Management Consulting, Managerial Finance, Business Process..., Finance, Financial Modeling, Mergers & Acquisitions
Education
Michigan State University 2013 — 2014
Global Supply Chain Management - Master Certificate, Logistics, Materials, and SCM
Elmhurst College
BS, Accountancy
Resources Global Professionals 2010 - 2014
Resources Global Professionals 2005 - 2010
Resources Global Professionals 2002 - 2005
KPMG Consulting/KPMG LLP (now Bearing Point) 2000 - 2002
Barclays Global Investors 1999 - 2000
Barclays Global Investors 1998 - 1999
Barclays Global Investors 1997 - 1998
Skills
IT Audit, Sarbanes-Oxley, Sarbanes-Oxley Act, Procurement, Oracle HR, Financial Analysis, ERP, Internal Audit, Internal Controls, Business Process, Due Diligence, Enterprise Risk..., Risk Management, Acquisition Integration, Business Process..., Forecasting, Financial Reporting, Project Management, Process Improvement, SEC filings, Auditing, Variance Analysis, Management Consulting, Managerial Finance, Business Process..., Finance, Financial Modeling, Mergers & Acquisitions
Education
Michigan State University 2013 — 2014
Global Supply Chain Management - Master Certificate, Logistics, Materials, and SCM
Elmhurst College
BS, Accountancy
Gwen Le Berre Gwen Le Berre's Barclays Global Investors Experience June 2006 - August 2008
Job Director, Proxy & Governance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
BlackRock February 2009 - May 2014
Barclays Global Investors June 2006 - August 2008
Barclays Global Investors April 2003 - June 2006
Heller Ehrman 2002 - 2002
Skills
Corporate Governance, Asset Management, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Excel
Education
Duke University
BS, Economics and Computer Science
University of California, Berkeley
Corporate Social Responsibility Reporting Certificate - UC Berkeley Extension, Sustainability
University of California, Berkeley
Graduate Certificate - UC Berkeley Extension, Accounting
Lycee Rochambeau
HS
Charles Schwab May 2014 - Present
BlackRock February 2009 - May 2014
Barclays Global Investors June 2006 - August 2008
Barclays Global Investors April 2003 - June 2006
Heller Ehrman 2002 - 2002
Skills
Corporate Governance, Asset Management, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Excel
Education
Duke University
BS, Economics and Computer Science
University of California, Berkeley
Corporate Social Responsibility Reporting Certificate - UC Berkeley Extension, Sustainability
University of California, Berkeley
Graduate Certificate - UC Berkeley Extension, Accounting
Lycee Rochambeau
HS
Ann Plotkin Ann Plotkin's Barclays Global Investors Experience December 2006 - January 2010
Job Senior Product Manager at Lending Club
Industry Information Technology and Services
Experience
Lending Club May 2015 - Present
Advent Software December 2012 - March 2015
Advent Software October 2011 - December 2012
BlackRock January 2010 - October 2011
Barclays Global Investors December 2006 - January 2010
Barclays Global Investors October 2004 - December 2006
Barclays Global Investors October 2000 - October 2004
TENFOLD CORPORATION October 1999 - October 2000
TENFOLD CORPORATION October 1998 - October 1999
Skills
Business Analysis, Software Project..., Software Product..., Software Development, Agile Project Management, Cross-functional Team..., Product Development, Agile Methodologies, SQL, Project Management, Software Design, Data Modeling, Equities, Product Management, Management, Enterprise Software, SDLC, SaaS, Scrum, Requirements Analysis, Databases, Financial Services, XML
Education
Caltech
Bachelor of Science, Engineering and Applied Science
Cooper U 2014 — 2014
C-Prime
Lending Club May 2015 - Present
Advent Software December 2012 - March 2015
Advent Software October 2011 - December 2012
BlackRock January 2010 - October 2011
Barclays Global Investors December 2006 - January 2010
Barclays Global Investors October 2004 - December 2006
Barclays Global Investors October 2000 - October 2004
TENFOLD CORPORATION October 1999 - October 2000
TENFOLD CORPORATION October 1998 - October 1999
Skills
Business Analysis, Software Project..., Software Product..., Software Development, Agile Project Management, Cross-functional Team..., Product Development, Agile Methodologies, SQL, Project Management, Software Design, Data Modeling, Equities, Product Management, Management, Enterprise Software, SDLC, SaaS, Scrum, Requirements Analysis, Databases, Financial Services, XML
Education
Caltech
Bachelor of Science, Engineering and Applied Science
Cooper U 2014 — 2014
C-Prime
Richard Yan Richard Yan's Barclays Global Investors Experience June 2005 - September 2006
Job Vice President of Mortgage Strategies at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs December 2007 - Present
C-BASS October 2006 - November 2007
Barclays Global Investors June 2005 - September 2006
Skills
Research, analytics,..., Bank Regulations:..., Published trade ideas..., Corporate Finance, Equities, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Fixed Income, Capital Markets, Investment Banking, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Master of Business Administration (MBA)
Dartmouth College 2001 — 2005
BA, Computer Science and Economics
Goldman Sachs December 2007 - Present
C-BASS October 2006 - November 2007
Barclays Global Investors June 2005 - September 2006
Skills
Research, analytics,..., Bank Regulations:..., Published trade ideas..., Corporate Finance, Equities, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Fixed Income, Capital Markets, Investment Banking, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Master of Business Administration (MBA)
Dartmouth College 2001 — 2005
BA, Computer Science and Economics
Arturo A. Noriega's Barclays Global Investors Experience March 1998 - July 2000
Job Social Entrepreneur & Development Specialist
Industry International Trade and Development
Experience
Centro Community Partners February 2010 - Present
USAID 2011 - 2013
Grameen Foundation 2011 - 2012
Pacific Community Ventures 2008 - 2012
Ernst & Young 2008 - 2008
Deloitte 2006 - 2008
The Fremont Group 2005 - 2006
Aon Risk Services 2004 - 2004
Barclays Global Investors March 1998 - July 2000
White Rock Vineyards, Ridge Vineyards, Franciscan Vineyards, Matanzas Creek Winery 1990 - 1998
Skills
Strategy, Entrepreneurship, Management Consulting, Start-ups, Business Strategy, Nonprofits, International..., Social Entrepreneurship, Economic Development, Leadership Development, Non-profits, Risk Management, Change Management, Consulting, Governance, Private Equity, Investments, Emerging Markets, Fundraising, Finance, Portfolio Management, Training, Microfinance, Venture Capital, Community Development, Project Planning, Economics, Business Planning, Data Analysis, Organizational..., Leadership Development..., NGOs, Leadership
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA
Rockwood Leadership Institute
University of California, Berkeley
BA
Wilcox High School
Centro Community Partners February 2010 - Present
USAID 2011 - 2013
Grameen Foundation 2011 - 2012
Pacific Community Ventures 2008 - 2012
Ernst & Young 2008 - 2008
Deloitte 2006 - 2008
The Fremont Group 2005 - 2006
Aon Risk Services 2004 - 2004
Barclays Global Investors March 1998 - July 2000
White Rock Vineyards, Ridge Vineyards, Franciscan Vineyards, Matanzas Creek Winery 1990 - 1998
Skills
Strategy, Entrepreneurship, Management Consulting, Start-ups, Business Strategy, Nonprofits, International..., Social Entrepreneurship, Economic Development, Leadership Development, Non-profits, Risk Management, Change Management, Consulting, Governance, Private Equity, Investments, Emerging Markets, Fundraising, Finance, Portfolio Management, Training, Microfinance, Venture Capital, Community Development, Project Planning, Economics, Business Planning, Data Analysis, Organizational..., Leadership Development..., NGOs, Leadership
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA
Rockwood Leadership Institute
University of California, Berkeley
BA
Wilcox High School
Ryan Rathke's Barclays Global Investors Experience 1997 - 2005
Job Director of Business Development at City Wide Property Services, Inc.
Industry Security and Investigations
Experience
City Wide Property Services, Inc. January 2015 - Present
Securitas Security Services USA, Inc. February 2010 - November 2014
Securitas Security Services USA, Inc. August 2009 - February 2010
Security Management Group Intl. 2008 - 2009
Pinkerton Consulting & Investigations 2005 - 2007
Barclays Global Investors 1997 - 2005
Skills
Security Training, Security Management, Corporations, Due Diligence, Undercover, Penetration Testing, Risk Assessment, Security, Physical Data Modeling, Surveillance, Business Development, Protection, Private Investigations, Risk Management, Leadership, Corporate Security, New Business Development, Access Control, Training, Security Operations, Background Checks, Physical Security, Executive Protection, CCTV, Security Awareness, Security Audits, Workplace Violence, Asset Protection, Alarm Systems, Emergency Management, Crisis Management, Close Protection, Military
Education
California State University-Sacramento
City Wide Property Services, Inc. January 2015 - Present
Securitas Security Services USA, Inc. February 2010 - November 2014
Securitas Security Services USA, Inc. August 2009 - February 2010
Security Management Group Intl. 2008 - 2009
Pinkerton Consulting & Investigations 2005 - 2007
Barclays Global Investors 1997 - 2005
Skills
Security Training, Security Management, Corporations, Due Diligence, Undercover, Penetration Testing, Risk Assessment, Security, Physical Data Modeling, Surveillance, Business Development, Protection, Private Investigations, Risk Management, Leadership, Corporate Security, New Business Development, Access Control, Training, Security Operations, Background Checks, Physical Security, Executive Protection, CCTV, Security Awareness, Security Audits, Workplace Violence, Asset Protection, Alarm Systems, Emergency Management, Crisis Management, Close Protection, Military
Education
California State University-Sacramento
Atit Wongnophadol, CFA Atit Wongnophadol, CFA's Barclays Global Investors Experience June 2007 - December 2007
Job Credit Risk Managenent
Industry Capital Markets
Experience
Moody's Analytics September 2013 - Present
Teach For China August 2012 - Present
Moody's Analytics May 2013 - September 2013
Teach For China August 2011 - July 2012
Utah-Qinghai Alliance April 2011 - July 2011
BlackRock (Formerly Barclays Global Investors) February 2008 - January 2010
Barclays Global Investors June 2007 - December 2007
Sasin Management Consulting March 2005 - June 2005
Bank of Thailand March 2004 - May 2004
Skills
Multilingual..., Cross-cultural, Team Leadership, Project Management, Communication Skills, Hands-on Problem Solver, Customer Oriented, Financial Analysis, Financial Modeling, Financial Accounting, Budget Process, Investment Management, Object Oriented Modeling, Microsoft Office, Mandarin, Thai language, Statistics, Java, Credit Risk, Bloomberg, Capital Markets, Investments, Risk Management, Business Analysis, Real Estate Economics, Corporate Finance
Education
Columbia University in the City of New York 2006 — 2007
M.S. in Engineering Management Systems, Finance
Kasetsart University 2001 — 2005
B.S. in Statistics
New York University 2012 — 2013
Completed 8 master-level courses in real estate, Finance and Investment
Peking University 2010 — 2011
Language Study, Mandarin
Queens College
Moody's Analytics September 2013 - Present
Teach For China August 2012 - Present
Moody's Analytics May 2013 - September 2013
Teach For China August 2011 - July 2012
Utah-Qinghai Alliance April 2011 - July 2011
BlackRock (Formerly Barclays Global Investors) February 2008 - January 2010
Barclays Global Investors June 2007 - December 2007
Sasin Management Consulting March 2005 - June 2005
Bank of Thailand March 2004 - May 2004
Skills
Multilingual..., Cross-cultural, Team Leadership, Project Management, Communication Skills, Hands-on Problem Solver, Customer Oriented, Financial Analysis, Financial Modeling, Financial Accounting, Budget Process, Investment Management, Object Oriented Modeling, Microsoft Office, Mandarin, Thai language, Statistics, Java, Credit Risk, Bloomberg, Capital Markets, Investments, Risk Management, Business Analysis, Real Estate Economics, Corporate Finance
Education
Columbia University in the City of New York 2006 — 2007
M.S. in Engineering Management Systems, Finance
Kasetsart University 2001 — 2005
B.S. in Statistics
New York University 2012 — 2013
Completed 8 master-level courses in real estate, Finance and Investment
Peking University 2010 — 2011
Language Study, Mandarin
Queens College
Mick McLaughlin Mick McLaughlin's Barclays Global Investors Experience March 2007 - September 2009
Job Managing Director Head of ETF Distribution, Americas
Industry Financial Services
Experience
Deutsche Bank January 2013 - Present
Russell Investments April 2011 - November 2012
BlackRock September 2009 - March 2011
Barclays Global Investors March 2007 - September 2009
Barclays Global Investors June 2003 - March 2007
Barclays Global Investors July 2001 - July 2003
Prudential Securities January 2000 - June 2001
Skills
ETFs, Investments, Asset, Investment Strategies, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Capital Markets, Trading, Sales Management, Investment Management, Investment Advisory, Alternative Investments, Asset Managment, Financial Services, Financial Advisory, Morningstar, Financial Modeling, Equities, Fixed Income, Hedge Funds
Education
California State University-Sacramento 1989 — 1993
BA, Government; Minor- Business Administration
Deutsche Bank January 2013 - Present
Russell Investments April 2011 - November 2012
BlackRock September 2009 - March 2011
Barclays Global Investors March 2007 - September 2009
Barclays Global Investors June 2003 - March 2007
Barclays Global Investors July 2001 - July 2003
Prudential Securities January 2000 - June 2001
Skills
ETFs, Investments, Asset, Investment Strategies, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Capital Markets, Trading, Sales Management, Investment Management, Investment Advisory, Alternative Investments, Asset Managment, Financial Services, Financial Advisory, Morningstar, Financial Modeling, Equities, Fixed Income, Hedge Funds
Education
California State University-Sacramento 1989 — 1993
BA, Government; Minor- Business Administration
Hashim Arif Hashim Arif's Barclays Global Investors Experience April 2008 - January 2009
Job QA Analyst at Liquidnet
Industry Computer Software
Experience
Liquidnet June 2012 - Present
Wells Fargo March 2009 - March 2012
Wells Fargo March 2009 - February 2012
BARCLAYS GLOBAL INVESTORS April 2008 - January 2009
Wells Fargo September 2006 - March 2008
Skills
Software Quality..., Quality Center, Test Planning, Testing, Agile Methodologies, Test Automation, Test Cases
Education
California State University-Sacramento 2002 — 2006
Master of Science (M.S.), Electrical and Electronics Engineering
CALIFORNIA STATE UNIVERSITY
Master of Science, Electrical Engineering
University of Madras 1998 — 2002
B.E, Electrical and Communication Engineering
University of Madras
Bachelor of
Liquidnet June 2012 - Present
Wells Fargo March 2009 - March 2012
Wells Fargo March 2009 - February 2012
BARCLAYS GLOBAL INVESTORS April 2008 - January 2009
Wells Fargo September 2006 - March 2008
Skills
Software Quality..., Quality Center, Test Planning, Testing, Agile Methodologies, Test Automation, Test Cases
Education
California State University-Sacramento 2002 — 2006
Master of Science (M.S.), Electrical and Electronics Engineering
CALIFORNIA STATE UNIVERSITY
Master of Science, Electrical Engineering
University of Madras 1998 — 2002
B.E, Electrical and Communication Engineering
University of Madras
Bachelor of
Robert Nestor, CFA Robert Nestor, CFA's Barclays Global Investors Experience February 2008 - December 2009
Job Managing Director Head of iShares Smart Beta & Fixed Income Product Strategy at BlackRock
Industry Investment Management
Experience
BlackRock May 2015 - Present
BlackRock April 2014 - Present
BlackRock August 2012 - March 2014
BlackRock November 2011 - August 2012
BlackRock September 2010 - November 2011
BlackRock December 2009 - September 2010
Barclays Global Investors February 2008 - December 2009
Barclays Global Investors May 2007 - February 2008
The Vanguard Group April 1991 - May 2007
Skills
ETFs, Series 7, Mutual Funds, Asset Managment, Investments, Portfolio Management, Series 63, Wealth Management, Investment Management, Asset Management, Investment Strategies
Education
Drexel University - LeBow College of Business 1993 — 1995
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1986 — 1990
BS, Economics
BlackRock May 2015 - Present
BlackRock April 2014 - Present
BlackRock August 2012 - March 2014
BlackRock November 2011 - August 2012
BlackRock September 2010 - November 2011
BlackRock December 2009 - September 2010
Barclays Global Investors February 2008 - December 2009
Barclays Global Investors May 2007 - February 2008
The Vanguard Group April 1991 - May 2007
Skills
ETFs, Series 7, Mutual Funds, Asset Managment, Investments, Portfolio Management, Series 63, Wealth Management, Investment Management, Asset Management, Investment Strategies
Education
Drexel University - LeBow College of Business 1993 — 1995
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1986 — 1990
BS, Economics
Karen Dosanjh, CRMA Karen Dosanjh, CRMA's Barclays Global Investors Experience 1999 - 2000
Job VP & Senior Internal Auditor at Bank of the West
Industry Banking
Experience
Bank of the West May 2005 - Present
West America Bank January 2000 - January 2005
Barclays Global Investors 1999 - 2000
Skills
Internal Audit, Internal Controls, Auditing, Risk Assessment, Finance, Financial Audits, External Audit, Banking, Financial Analysis, Credit, Financial Risk, Risk Management, Credit Analysis, Management, Financial Modeling, Credit Risk, Commercial Banking, Loans, Cash Management, Enterprise Risk..., Sarbanes-Oxley Act, AML, Operational Risk, Operational Risk..., Basel II, Corporate Finance, Retail Banking
Education
CSU Sacramento
Bachelor of Science (B.S.), Finance
Bank of the West May 2005 - Present
West America Bank January 2000 - January 2005
Barclays Global Investors 1999 - 2000
Skills
Internal Audit, Internal Controls, Auditing, Risk Assessment, Finance, Financial Audits, External Audit, Banking, Financial Analysis, Credit, Financial Risk, Risk Management, Credit Analysis, Management, Financial Modeling, Credit Risk, Commercial Banking, Loans, Cash Management, Enterprise Risk..., Sarbanes-Oxley Act, AML, Operational Risk, Operational Risk..., Basel II, Corporate Finance, Retail Banking
Education
CSU Sacramento
Bachelor of Science (B.S.), Finance
Patrick Lighaam Patrick Lighaam's Barclays Global Investors Experience January 2001 - September 2004
Job Managing Director Consulting at Wilshire Associates
Industry Financial Services
Experience
Wilshire Associates August 2011 - Present
Symphony Asset Management LLC February 2010 - July 2011
Morgan Stanley December 2004 - September 2008
Barclays Global Investors January 2001 - September 2004
KLM Pension Funds June 1997 - October 2000
Skills
Derivatives, Asset Management, Hedge Funds, Equities, Investments, Fixed Income, Investment Management, Financial Risk, Alternative Investments, Financial Markets, Investment Strategies, Risk Management, Investment Banking, Pension Funds, ALM, Wilshire Compass
Education
Erasmus Universiteit Rotterdam 1990 — 1996
Drs., Econometrics
Wilshire Associates August 2011 - Present
Symphony Asset Management LLC February 2010 - July 2011
Morgan Stanley December 2004 - September 2008
Barclays Global Investors January 2001 - September 2004
KLM Pension Funds June 1997 - October 2000
Skills
Derivatives, Asset Management, Hedge Funds, Equities, Investments, Fixed Income, Investment Management, Financial Risk, Alternative Investments, Financial Markets, Investment Strategies, Risk Management, Investment Banking, Pension Funds, ALM, Wilshire Compass
Education
Erasmus Universiteit Rotterdam 1990 — 1996
Drs., Econometrics
David Lonergan David Lonergan's Barclays Global Investors Experience 1994 - 2009
Job Global Head of Securities Lending Strategy at BlackRock
Industry Financial Services
Experience
BlackRock February 2013 - December 2013
Barclays Global Investors 1994 - 2009
Education
California State University-Sacramento
BlackRock February 2013 - December 2013
Barclays Global Investors 1994 - 2009
Education
California State University-Sacramento
Sherri Shaffer Howe's Barclays Global Investors Experience February 2006 - June 2007
Job Realtor at Zephyr Real Estate (Zephyr Top 10 in 2013)
Industry Real Estate
Experience
Zephyr Real Estate July 2007 - Present
Golden Gate Mothers Group May 2013 - October 2014
Barclays Global Investors February 2006 - June 2007
Market Tools 2005 - 2006
PMI Mortgage Insurance Company 2001 - 2005
Scient 1999 - 2001
Northrup Grumman (formerly Integic and USI) 1997 - 1999
TRW 1995 - 1997
Skills
Real Estate, Selling, Sales, Residential Homes, Marketing Strategy, Strategy, Negotiation, Sellers, Investment Properties, Investments, Referrals, Real Estate Transactions, Customer Service, Management
Education
George Mason University 1995 — 1997
M.S., Software Systems Engineering
Elizabethtown College 1988 — 1992
B.S., Business Administration and French (Double Major)
Universite De Strasbourg 1990 — 1991
French Language and Literature
Middleburg High School 1985 — 1988
Zephyr Real Estate July 2007 - Present
Golden Gate Mothers Group May 2013 - October 2014
Barclays Global Investors February 2006 - June 2007
Market Tools 2005 - 2006
PMI Mortgage Insurance Company 2001 - 2005
Scient 1999 - 2001
Northrup Grumman (formerly Integic and USI) 1997 - 1999
TRW 1995 - 1997
Skills
Real Estate, Selling, Sales, Residential Homes, Marketing Strategy, Strategy, Negotiation, Sellers, Investment Properties, Investments, Referrals, Real Estate Transactions, Customer Service, Management
Education
George Mason University 1995 — 1997
M.S., Software Systems Engineering
Elizabethtown College 1988 — 1992
B.S., Business Administration and French (Double Major)
Universite De Strasbourg 1990 — 1991
French Language and Literature
Middleburg High School 1985 — 1988
Lisa Mantua Lisa Mantua's Barclays Global Investors Experience May 2005 - December 2009
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock December 2009 - December 2013
Barclays Global Investors May 2005 - December 2009
Franklin Templeton Investments February 2002 - May 2005
Franklin Templeton Investments March 2001 - February 2002
Gap Inc. January 2000 - December 2000
Franklin Templeton Investments December 1997 - January 2000
Franklin Templeton Investments January 1994 - December 1997
Skills
Compliance, Client Services, Code of Ethics, Financial Services, Risk Assessment, Capital Markets, Risk Management, Due Diligence, Fixed Income, Financial Risk, Portfolio Management, Trading, Asset Allocation, Corporate Governance, Investments, Derivatives, Securities, Asset Management
Education
California State University-Sacramento
BA
BlackRock January 2014 - Present
BlackRock December 2009 - December 2013
Barclays Global Investors May 2005 - December 2009
Franklin Templeton Investments February 2002 - May 2005
Franklin Templeton Investments March 2001 - February 2002
Gap Inc. January 2000 - December 2000
Franklin Templeton Investments December 1997 - January 2000
Franklin Templeton Investments January 1994 - December 1997
Skills
Compliance, Client Services, Code of Ethics, Financial Services, Risk Assessment, Capital Markets, Risk Management, Due Diligence, Fixed Income, Financial Risk, Portfolio Management, Trading, Asset Allocation, Corporate Governance, Investments, Derivatives, Securities, Asset Management
Education
California State University-Sacramento
BA
Amit Goel Amit Goel's Barclays Global Investors Experience 2008 - 2009
Job Senior Manager WW Channel Strategy at HewlettPackard
Industry Management Consulting
Experience
Hewlett-Packard June 2014 - Present
Hewlett-Packard 2013 - June 2014
Hewlett-Packard 2013 - 2014
Oliver Wyman /Mercer 2011 - 2013
Fuqua School of Business 2009 - 2011
Dell June 2010 - August 2010
Barclays Global Investors 2008 - 2009
Perot Systems UK/ GoldenSource Corporation 2006 - 2008
Perot Systems India 2004 - 2006
Skills
Financial Modeling, Business Strategy, Management Consulting, Strategy, Competitive Analysis, Business Analysis, Product Management, Project Management, Analytics, Financial Analysis, Cross-functional Team..., Strategic Planning, Business Development, Market Research, Data Analysis, Pricing, Telecommunications, Strategic Partnerships, Enterprise Software, Analysis, Market Analysis
Education
Duke University - The Fuqua School of Business 2009 — 2011
Master, Business Administration; Strategy, Marketing, Decision Sciences
Visvesvaraya Technological University 2000 — 2004
Bachelor, Engineering; Electronics and Communications
Oxford Senior Secondary School 1998 — 2000
High School, Computer Science
Hewlett-Packard June 2014 - Present
Hewlett-Packard 2013 - June 2014
Hewlett-Packard 2013 - 2014
Oliver Wyman /Mercer 2011 - 2013
Fuqua School of Business 2009 - 2011
Dell June 2010 - August 2010
Barclays Global Investors 2008 - 2009
Perot Systems UK/ GoldenSource Corporation 2006 - 2008
Perot Systems India 2004 - 2006
Skills
Financial Modeling, Business Strategy, Management Consulting, Strategy, Competitive Analysis, Business Analysis, Product Management, Project Management, Analytics, Financial Analysis, Cross-functional Team..., Strategic Planning, Business Development, Market Research, Data Analysis, Pricing, Telecommunications, Strategic Partnerships, Enterprise Software, Analysis, Market Analysis
Education
Duke University - The Fuqua School of Business 2009 — 2011
Master, Business Administration; Strategy, Marketing, Decision Sciences
Visvesvaraya Technological University 2000 — 2004
Bachelor, Engineering; Electronics and Communications
Oxford Senior Secondary School 1998 — 2000
High School, Computer Science
Glenn Kemp's Barclays Global Investors Experience March 1998 - October 2002
Job Vice President & Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors 2006 - Present
Northern Trust Asset Management February 2004 - April 2006
Barclays Global Investors March 1998 - October 2002
Skills
Asset Allocation, Asset Managment, Mutual Funds, Investment Strategies, Series 7, Endowments, Investments, Investment Management, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1973 — 1975
Master of Business Administration (M.B.A.), Finance, General
DePaul University 1966 — 1971
Master of Business Administration (MBA), Finance
Dimensional Fund Advisors 2006 - Present
Northern Trust Asset Management February 2004 - April 2006
Barclays Global Investors March 1998 - October 2002
Skills
Asset Allocation, Asset Managment, Mutual Funds, Investment Strategies, Series 7, Endowments, Investments, Investment Management, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1973 — 1975
Master of Business Administration (M.B.A.), Finance, General
DePaul University 1966 — 1971
Master of Business Administration (MBA), Finance
louis d banks louis d banks's Barclays Global Investors Experience March 1999 - January 2003
Job Administrative Coordinator at SFMOMA's Artist Gallery at Nelson Staffing
Industry Financial Services
Experience
Nelson Staffing July 2015 - Present
San Francisco State University August 2012 - May 2015
Joie De Vivre Hotels May 2011 - February 2013
Morgan Stanley Smith Barney October 2010 - March 2011
Kaiser Permanente August 2007 - August 2009
Sephora LLC May 2006 - August 2006
Barclays Global Investors March 1999 - January 2003
Skills
Adobe Creative Suite, Visio, MS Office Suite, Microsoft Office, Event Planning, Microsoft Word, Training, PowerPoint, Microsoft Excel, Customer Service, Marketing, Management, Project Management, Retail, Time Management
Education
San Francisco State University 2012 — 2015
Bachelor of Arts, Art History, Art History, Criticism and Conservation, 3.2
City College of San Francisco 2011 — 2012
Graphic Design, 3.68
Nelson Staffing July 2015 - Present
San Francisco State University August 2012 - May 2015
Joie De Vivre Hotels May 2011 - February 2013
Morgan Stanley Smith Barney October 2010 - March 2011
Kaiser Permanente August 2007 - August 2009
Sephora LLC May 2006 - August 2006
Barclays Global Investors March 1999 - January 2003
Skills
Adobe Creative Suite, Visio, MS Office Suite, Microsoft Office, Event Planning, Microsoft Word, Training, PowerPoint, Microsoft Excel, Customer Service, Marketing, Management, Project Management, Retail, Time Management
Education
San Francisco State University 2012 — 2015
Bachelor of Arts, Art History, Art History, Criticism and Conservation, 3.2
City College of San Francisco 2011 — 2012
Graphic Design, 3.68
Molly Holland Molly Holland's Barclays Global Investors Experience 2004 - 2008
Job Freelance graphic designer
Industry Graphic Design
Experience
Some Fine Print February 2009 - Present
Barclays Global Investors 2004 - 2008
Skills
Collateral, Adobe Creative Suite, Corporate Identity, Typography, Art Direction, Branding & Identity, Interaction Design, Corporate Branding, Illustrator, Brochures
Education
Colorado State University 1991 — 1996
Some Fine Print February 2009 - Present
Barclays Global Investors 2004 - 2008
Skills
Collateral, Adobe Creative Suite, Corporate Identity, Typography, Art Direction, Branding & Identity, Interaction Design, Corporate Branding, Illustrator, Brochures
Education
Colorado State University 1991 — 1996
Lee Sterne, CFA's Barclays Global Investors Experience September 2007 - February 2010
Job ETF Strategist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
MarketAxess February 2012 - August 2012
DCI, LLC October 2011 - November 2011
BlackRock February 2010 - August 2011
Barclays Global Investors September 2007 - February 2010
Barclays Global Investors February 2004 - September 2007
Barclays Global Investors May 2001 - February 2004
Barclays Global Investors August 1996 - May 2001
Cowen and Co. May 1995 - August 1996
Mabon Securities October 1989 - April 1995
Skills
Fixed Income, Portfolio Management, Credit Portfolio..., ETFs, Fixed Income Trading, Trading, SEC compliance, ERISA, Trading Systems, Electronic Trading, Bloomberg, Credit Derivatives, Interest Rate..., Credit, MBS, ABS, Treasury Bonds, Corporate bonds, TIPs, Government Agencies, Asset Management, Bonds, CFA, Series 7, Series 24, Series 63, Series 3, Futures, Government Compliance, Risk Mitigation, Portfolio Strategy, Portfolio Optimization, Product Launch, Product Design, Product Development, Transition Management, Multi-currency, Technology..., MarketAxess, Tradeweb, Indexing, CMBS, Client Service, Business Relationship..., Market Making, Operations Management, Onboarding, People Management, High Yield, investment grade
Education
Colgate University 1983 — 1987
Bachelor of Arts
Gilman School 1977 — 1983
Fidelity Investments November 2012 - Present
MarketAxess February 2012 - August 2012
DCI, LLC October 2011 - November 2011
BlackRock February 2010 - August 2011
Barclays Global Investors September 2007 - February 2010
Barclays Global Investors February 2004 - September 2007
Barclays Global Investors May 2001 - February 2004
Barclays Global Investors August 1996 - May 2001
Cowen and Co. May 1995 - August 1996
Mabon Securities October 1989 - April 1995
Skills
Fixed Income, Portfolio Management, Credit Portfolio..., ETFs, Fixed Income Trading, Trading, SEC compliance, ERISA, Trading Systems, Electronic Trading, Bloomberg, Credit Derivatives, Interest Rate..., Credit, MBS, ABS, Treasury Bonds, Corporate bonds, TIPs, Government Agencies, Asset Management, Bonds, CFA, Series 7, Series 24, Series 63, Series 3, Futures, Government Compliance, Risk Mitigation, Portfolio Strategy, Portfolio Optimization, Product Launch, Product Design, Product Development, Transition Management, Multi-currency, Technology..., MarketAxess, Tradeweb, Indexing, CMBS, Client Service, Business Relationship..., Market Making, Operations Management, Onboarding, People Management, High Yield, investment grade
Education
Colgate University 1983 — 1987
Bachelor of Arts
Gilman School 1977 — 1983
Sam Wilcke Sam Wilcke's Barclays Global Investors Experience January 2006 - March 2006
Job Modeling Data Scientist (Contracted) at McKesson
Industry Online Media
Experience
McKesson November 2013 - Present
Marin Software November 2011 - May 2013
Marin Software February 2011 - November 2011
Marin Software August 2010 - February 2011
Comedy June 2009 - September 2010
Microsoft March 2010 - July 2010
Rapt May 2007 - July 2008
DemandTec July 2006 - May 2007
UC Berkeley August 2001 - July 2006
Barclays Global Investors January 2006 - March 2006
Skills
SQL, Matlab, Analytics, Product Management, VBA, SEM, Data Analysis, Online Marketing, Mathematica, Analysis, Data Mining, Web Analytics, Optimization, Strategy, Quantitative Analytics, SaaS, Financial Modeling, Display Advertising, PPC, Start-ups, Statistics, Big Data, Search, Competitive Analysis, E-commerce, Modeling, Business Intelligence, Search Advertising, Conversion Optimization, Online Advertising, Monetization, Google Adwords, Mobile Marketing, A/B testing, Digital Strategy, Mobile Devices, Mobile Advertising, Entrepreneurship, Digital Marketing, Google Analytics, Strategic Partnerships, Team Building, Recruiting
Education
University of California, Berkeley 2001 — 2006
PhD, Chemical Engineering
Seoul National University 2000 — 2001
Fellowship, Environmental Engineering (Graduate Student)
California Institute of Technology 1998 — 2000
B.S., Chemical Engineering
Reed College 1993 — 1995
B.A., Chemistry
McKesson November 2013 - Present
Marin Software November 2011 - May 2013
Marin Software February 2011 - November 2011
Marin Software August 2010 - February 2011
Comedy June 2009 - September 2010
Microsoft March 2010 - July 2010
Rapt May 2007 - July 2008
DemandTec July 2006 - May 2007
UC Berkeley August 2001 - July 2006
Barclays Global Investors January 2006 - March 2006
Skills
SQL, Matlab, Analytics, Product Management, VBA, SEM, Data Analysis, Online Marketing, Mathematica, Analysis, Data Mining, Web Analytics, Optimization, Strategy, Quantitative Analytics, SaaS, Financial Modeling, Display Advertising, PPC, Start-ups, Statistics, Big Data, Search, Competitive Analysis, E-commerce, Modeling, Business Intelligence, Search Advertising, Conversion Optimization, Online Advertising, Monetization, Google Adwords, Mobile Marketing, A/B testing, Digital Strategy, Mobile Devices, Mobile Advertising, Entrepreneurship, Digital Marketing, Google Analytics, Strategic Partnerships, Team Building, Recruiting
Education
University of California, Berkeley 2001 — 2006
PhD, Chemical Engineering
Seoul National University 2000 — 2001
Fellowship, Environmental Engineering (Graduate Student)
California Institute of Technology 1998 — 2000
B.S., Chemical Engineering
Reed College 1993 — 1995
B.A., Chemistry
Jay Gepfert Jay Gepfert's Barclays Global Investors Experience January 1995 - January 1999
Job 401(k) 403(b) and Pension Consultant401k jay
Industry Financial Services
Experience
New England Retirement Consultants May 2009 - Present
Culpepper Group LLC October 2008 - Present
Russell Investments April 2002 - October 2008
MetLife January 1999 - April 2002
Barclays Global Investors January 1995 - January 1999
Milliken & Company 1981 - 1994
Skills
Investments, Asset Allocation, Mutual Funds, Management, Pensions, Asset Management
Education
Davidson College 1978 — 1981
New England Retirement Consultants May 2009 - Present
Culpepper Group LLC October 2008 - Present
Russell Investments April 2002 - October 2008
MetLife January 1999 - April 2002
Barclays Global Investors January 1995 - January 1999
Milliken & Company 1981 - 1994
Skills
Investments, Asset Allocation, Mutual Funds, Management, Pensions, Asset Management
Education
Davidson College 1978 — 1981
Scott Plakun Scott Plakun's Barclays Global Investors Experience 1995 - November 2005
Job IT/Management consultant helping missiondriven organizations use technology wisely
Industry Information Technology and Services
Experience
The Plakun Group 2006 - Present
Fine Arts Museums of San Francisco September 2012 - February 2014
Genoa Services, Inc January 2010 - October 2011
Rotary Club of San Francisco July 2009 - June 2010
Barclays Global Investors 1995 - November 2005
Productive Strategies 1991 - 1995
Oracle Corporation 1989 - 1991
ADP Autonet 1981 - 1989
Skills
Nonprofits, Non-profits, IT Strategy, Leadership, Museum Technology, Web Content, Business Analysis, Strategic Planning, Social Media Strategy, Project Management, Management Consulting, CRM, E-commerce, Requirements Analysis, Program Management, Management, Budgets, Security, Enterprise Architecture, Business Development, Change Management, Project Planning, Start-ups, Information Technology, Product Management, Team Leadership, Strategy, Business Planning, Analytics, Integration, Software Documentation, System Administration, Consulting, SQL, Risk Management, Facebook, Marketing, Contract Negotiation, Museums
Education
University of Michigan Business School 1980 — 1983
Colgate University 1970 — 1974
BA, Computer Science, French
The Plakun Group 2006 - Present
Fine Arts Museums of San Francisco September 2012 - February 2014
Genoa Services, Inc January 2010 - October 2011
Rotary Club of San Francisco July 2009 - June 2010
Barclays Global Investors 1995 - November 2005
Productive Strategies 1991 - 1995
Oracle Corporation 1989 - 1991
ADP Autonet 1981 - 1989
Skills
Nonprofits, Non-profits, IT Strategy, Leadership, Museum Technology, Web Content, Business Analysis, Strategic Planning, Social Media Strategy, Project Management, Management Consulting, CRM, E-commerce, Requirements Analysis, Program Management, Management, Budgets, Security, Enterprise Architecture, Business Development, Change Management, Project Planning, Start-ups, Information Technology, Product Management, Team Leadership, Strategy, Business Planning, Analytics, Integration, Software Documentation, System Administration, Consulting, SQL, Risk Management, Facebook, Marketing, Contract Negotiation, Museums
Education
University of Michigan Business School 1980 — 1983
Colgate University 1970 — 1974
BA, Computer Science, French
Patrick Donegan Patrick Donegan's Barclays Global Investors Experience April 1997 - June 1998
Job Helping People Buy, Sell, and Invest in San Francisco East Bay Real Estate
Industry Real Estate
Experience
Keller Williams Tri-Valley Realty February 2012 - Present
Digital Eyes March 1995 - August 2011
ExxonMobil August 1998 - August 2000
Barclays Global Investors April 1997 - June 1998
San Francisco General Hospital May 1996 - April 1997
Risk Sciences Group, Inc. August 1995 - May 1996
Chevron August 1990 - November 1995
Skills
Real Estate, Seller Representation, Buyer Representation, Single Family Homes, Residential Homes, Investment Properties, Condos, Income Properties, Short Sales, Property Auctions, Real Estate Transactions, Investors, First Time Home Buyers, Real Estate Investor, Foreclosures, REO, Relocation, Listings, Negotiation, Referrals, SFR, Entrepreneurship, Art, Small Business..., Statistics, Property, Luxury, Training, Photography, Stocks & Options Trading
Education
Northern Illinois University 1987 — 1990
B.S., Computer Science
Diablo Valley College 2011 — 2012
Real Estate, Business Management
Keller Williams Tri-Valley Realty February 2012 - Present
Digital Eyes March 1995 - August 2011
ExxonMobil August 1998 - August 2000
Barclays Global Investors April 1997 - June 1998
San Francisco General Hospital May 1996 - April 1997
Risk Sciences Group, Inc. August 1995 - May 1996
Chevron August 1990 - November 1995
Skills
Real Estate, Seller Representation, Buyer Representation, Single Family Homes, Residential Homes, Investment Properties, Condos, Income Properties, Short Sales, Property Auctions, Real Estate Transactions, Investors, First Time Home Buyers, Real Estate Investor, Foreclosures, REO, Relocation, Listings, Negotiation, Referrals, SFR, Entrepreneurship, Art, Small Business..., Statistics, Property, Luxury, Training, Photography, Stocks & Options Trading
Education
Northern Illinois University 1987 — 1990
B.S., Computer Science
Diablo Valley College 2011 — 2012
Real Estate, Business Management
Peter K. Ewing Peter K. Ewing's Barclays Global Investors Experience September 1996 - December 2000
Job Head of ETF Product Management, Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management March 2010 - Present
Guggenheim Transparent Value June 2009 - January 2010
Northern Trust November 2006 - June 2009
PlusFunds Group, Inc. August 2003 - June 2006
Rydex August 2001 - August 2003
Scudder Weisel Capital December 2000 - April 2001
Barclays Global Investors September 1996 - December 2000
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, ETFs, Equities, Financial Services, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Product Development, Asset Allocation, CRM, Fixed Income, Morningstar, Securities, Series 7
Education
Colby College
Bachelor of Arts (B.A.), Music History
Columbia University Graduate School of Arts and Sciences
Historical Musicology
Midland
Northern Trust Asset Management March 2010 - Present
Guggenheim Transparent Value June 2009 - January 2010
Northern Trust November 2006 - June 2009
PlusFunds Group, Inc. August 2003 - June 2006
Rydex August 2001 - August 2003
Scudder Weisel Capital December 2000 - April 2001
Barclays Global Investors September 1996 - December 2000
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, ETFs, Equities, Financial Services, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Product Development, Asset Allocation, CRM, Fixed Income, Morningstar, Securities, Series 7
Education
Colby College
Bachelor of Arts (B.A.), Music History
Columbia University Graduate School of Arts and Sciences
Historical Musicology
Midland
Jeffrey Slabaugh Jeffrey Slabaugh's Barclays Global Investors Experience 1995 - 2005
Job Sr. Applications Engineer at SweetSpot Diabetes Care
Industry Information Technology and Services
Experience
SweetSpot Diabetes Care, Inc. August 2012 - Present
Sabbatical JMS February 2012 - August 2012
Powells.com June 2011 - January 2012
YourCouponNetwork.com March 2009 - December 2011
Powells.com May 2008 - June 2011
Barclays Global Investors 1995 - 2005
Barclays Global Investors 1993 - 1995
Skills
Perl, jQuery, MySQL, JSON, XML, PostgreSQL, AJAX, Google Analytics, MQ Series / Message..., SQL Server, Apache / mod_perl, Amazon Web Services, Product Development, Ruby, Ruby on Rails, Nginx, Start-ups, Agile Methodologies, SQL, Healthcare Information..., E-commerce, Unix, SaaS
Education
Claremont McKenna College 1989 — 1993
BA, Economics, Accounting and Literature
SweetSpot Diabetes Care, Inc. August 2012 - Present
Sabbatical JMS February 2012 - August 2012
Powells.com June 2011 - January 2012
YourCouponNetwork.com March 2009 - December 2011
Powells.com May 2008 - June 2011
Barclays Global Investors 1995 - 2005
Barclays Global Investors 1993 - 1995
Skills
Perl, jQuery, MySQL, JSON, XML, PostgreSQL, AJAX, Google Analytics, MQ Series / Message..., SQL Server, Apache / mod_perl, Amazon Web Services, Product Development, Ruby, Ruby on Rails, Nginx, Start-ups, Agile Methodologies, SQL, Healthcare Information..., E-commerce, Unix, SaaS
Education
Claremont McKenna College 1989 — 1993
BA, Economics, Accounting and Literature
Donald Lewis Donald Lewis's Barclays Global Investors Experience 1998 - 2001
Job Principal Consultant at RiskFinance Consulting
Industry Financial Services
Experience
RiskFinance Consulting 2013 - Present
PricewaterhouseCoopers 2009 - 2013
Moody's Analytics 2006 - 2009
KPMG Advisory Services 2001 - 2006
Barclays Global Investors 1998 - 2001
KPMG Consulting 1995 - 1998
Skills
Financial Risk, Risk Management, Banking, Business Development, Credit Risk, Project Management, Capital Markets, Thought Leadership, Portfolio Management, Governance, Strategy, Valuation, Analytics, Management Consulting, Team Building, Basel II, Hedge Funds, Investments, Structured Products, Economics
Education
School of International Affairs - Columbia University 1983 — 1985
Masters
Columbia College (NY) 1979 — 1983
Bachelor of Arts (B.A.)
RiskFinance Consulting 2013 - Present
PricewaterhouseCoopers 2009 - 2013
Moody's Analytics 2006 - 2009
KPMG Advisory Services 2001 - 2006
Barclays Global Investors 1998 - 2001
KPMG Consulting 1995 - 1998
Skills
Financial Risk, Risk Management, Banking, Business Development, Credit Risk, Project Management, Capital Markets, Thought Leadership, Portfolio Management, Governance, Strategy, Valuation, Analytics, Management Consulting, Team Building, Basel II, Hedge Funds, Investments, Structured Products, Economics
Education
School of International Affairs - Columbia University 1983 — 1985
Masters
Columbia College (NY) 1979 — 1983
Bachelor of Arts (B.A.)
Steve Lucey's Barclays Global Investors Experience 1995 - 1999
Job Director, Global Head of Sales Learning & Enablement, Global Marketing Solutions
Industry Computer Software
Experience
Facebook August 2012 - Present
Facebook January 2012 - August 2012
Facebook July 2011 - December 2011
SYPartners April 2010 - July 2011
SYPartners November 2008 - May 2010
SYPartners December 2006 - November 2008
SYPartners October 2001 - December 2005
Red Herring Magazine May 2000 - April 2001
Barclays Global Investors 1995 - 1999
Skills
Product Innovation, Management Consulting, Brand Management, Strategic Planning, Strategy, Change Management, Leadership Development, Leadership, Business Planning, New Business Development, Management, Business Analysis, Writing, Digital Strategy, Digital Media, Integrated Marketing, Strategic Partnerships, Consulting, Marketing, Marketing Strategy, Social Media, Start-ups, Social Media Marketing, Digital Marketing, Sales, Cross-functional Team..., Business Development, Project Management
Education
Columbia University - Graduate School of Journalism
MS, Journalism
Santa Clara University - Leavey School of Business
BS, Finance
Facebook August 2012 - Present
Facebook January 2012 - August 2012
Facebook July 2011 - December 2011
SYPartners April 2010 - July 2011
SYPartners November 2008 - May 2010
SYPartners December 2006 - November 2008
SYPartners October 2001 - December 2005
Red Herring Magazine May 2000 - April 2001
Barclays Global Investors 1995 - 1999
Skills
Product Innovation, Management Consulting, Brand Management, Strategic Planning, Strategy, Change Management, Leadership Development, Leadership, Business Planning, New Business Development, Management, Business Analysis, Writing, Digital Strategy, Digital Media, Integrated Marketing, Strategic Partnerships, Consulting, Marketing, Marketing Strategy, Social Media, Start-ups, Social Media Marketing, Digital Marketing, Sales, Cross-functional Team..., Business Development, Project Management
Education
Columbia University - Graduate School of Journalism
MS, Journalism
Santa Clara University - Leavey School of Business
BS, Finance
Alana Schock Alana Schock's Barclays Global Investors Experience October 1998 - October 1999
Job enVision Business Consulting, Senior Consultant
Industry Financial Services
Experience
enVision Business Consulting November 2011 - Present
Lincoln Trust Company June 2008 - November 2011
Fiserv May 2007 - June 2008
Fiserv March 2004 - May 2007
Fiserv May 2000 - February 2004
Merrill Lynch October 1999 - April 2000
Barclays Global Investors October 1998 - October 1999
Barclays Global Investors June 1997 - September 1998
Skills
Process Improvement, Management, Change Management, Business Process, Business Analysis, CRM, Project Management, Program Management, Strategy, Vendor Management, MS Project, Enterprise Software, Business Process..., Agile Methodologies, Business Process..., Leadership, Business Process Design, Analysis, Organizational Learning, Business Intelligence, Information Technology, Enterprise Content..., Project Planning
Education
Colorado State University 2004 — 2006
Master of Education & Human Resources Studies, Organizational Performance and Change
Wells College 1993 — 1997
B.A., Economics and Management, Concentration in Management
enVision Business Consulting November 2011 - Present
Lincoln Trust Company June 2008 - November 2011
Fiserv May 2007 - June 2008
Fiserv March 2004 - May 2007
Fiserv May 2000 - February 2004
Merrill Lynch October 1999 - April 2000
Barclays Global Investors October 1998 - October 1999
Barclays Global Investors June 1997 - September 1998
Skills
Process Improvement, Management, Change Management, Business Process, Business Analysis, CRM, Project Management, Program Management, Strategy, Vendor Management, MS Project, Enterprise Software, Business Process..., Agile Methodologies, Business Process..., Leadership, Business Process Design, Analysis, Organizational Learning, Business Intelligence, Information Technology, Enterprise Content..., Project Planning
Education
Colorado State University 2004 — 2006
Master of Education & Human Resources Studies, Organizational Performance and Change
Wells College 1993 — 1997
B.A., Economics and Management, Concentration in Management
Janet Hoffmann, CFA, CFP® Janet Hoffmann, CFA, CFP®'s Barclays Global Investors Experience September 1999 - May 2004
Job Principal at Integral Financial Solutions, LLC
Industry Financial Services
Experience
Integral Financial Solutions, LLC February 2010 - Present
Bingham, Osborn & Scarborough June 2004 - February 2010
Barclays Global Investors September 1999 - May 2004
Horsley Bridge Partners 1998 - 1999
Sallie Mae 1996 - 1997
Skills
Investments, Equities, Asset Allocation, Strategic Financial..., Financial Services, Investment Management, Portfolio Management
Education
The George Washington University - School of Business 1994 — 1997
MBA, Finance
Claremont McKenna College 1987 — 1991
Bachelor of Arts (B.A.), Int'l Relations + French
Golden Gate University
TASIS England
Integral Financial Solutions, LLC February 2010 - Present
Bingham, Osborn & Scarborough June 2004 - February 2010
Barclays Global Investors September 1999 - May 2004
Horsley Bridge Partners 1998 - 1999
Sallie Mae 1996 - 1997
Skills
Investments, Equities, Asset Allocation, Strategic Financial..., Financial Services, Investment Management, Portfolio Management
Education
The George Washington University - School of Business 1994 — 1997
MBA, Finance
Claremont McKenna College 1987 — 1991
Bachelor of Arts (B.A.), Int'l Relations + French
Golden Gate University
TASIS England
Peggy Caldwell Peggy Caldwell's Barclays Global Investors Experience 1999 - 2002
Job Managing Director at Liora Partners (formerly Veritage Group)
Industry Financial Services
Experience
Liora Partners May 2009 - Present
ING Investment Management March 2002 - January 2009
Barclays Global Investors 1999 - 2002
Fidelity Investments 1992 - 1999
Salomon Brothers Inc 1981 - 1988
Skills
Asset, Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Valuation, Series 7, Equities, Investment Management, Derivatives, Corporate Finance, Mutual Funds, Emerging Markets, Strategy, Fund Of Funds, Funding, Financial Markets, Securities, Asset Management, Fixed Income, Investments, Investment Strategies, Relationship Management, Investment Banking, Business Development, Portfolio Management, Investment Advisory, Institutional..., Mergers & Acquisitions, Bloomberg, Capital, Capital Markets, Structured Products, IPO, Bonds
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Dickinson College 1973 — 1977
BS, Biology with Honors, summa cum laude
Liora Partners May 2009 - Present
ING Investment Management March 2002 - January 2009
Barclays Global Investors 1999 - 2002
Fidelity Investments 1992 - 1999
Salomon Brothers Inc 1981 - 1988
Skills
Asset, Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Valuation, Series 7, Equities, Investment Management, Derivatives, Corporate Finance, Mutual Funds, Emerging Markets, Strategy, Fund Of Funds, Funding, Financial Markets, Securities, Asset Management, Fixed Income, Investments, Investment Strategies, Relationship Management, Investment Banking, Business Development, Portfolio Management, Investment Advisory, Institutional..., Mergers & Acquisitions, Bloomberg, Capital, Capital Markets, Structured Products, IPO, Bonds
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Dickinson College 1973 — 1977
BS, Biology with Honors, summa cum laude
Blair Herman's Barclays Global Investors Experience May 2008 - August 2008
Job Client Solutions Manager at Facebook
Industry Publishing
Experience
Facebook January 2015 - Present
The Wall Street Journal January 2014 - January 2015
The Wall Street Journal October 2012 - December 2013
The Wall Street Journal January 2012 - October 2012
The Hollywood Reporter October 2011 - January 2012
Forbes Indonesia June 2011 - July 2011
The Ellen DeGeneres Show January 2011 - May 2011
Olmstead Williams Communications, Inc June 2010 - August 2010
Barclays Global Investors May 2008 - August 2008
Skills
Press Releases, Digital Marketing, Social Media, Advertising, New Media, Digital Strategy, Sales, Public Relations, Editing, Leadership, Lead Generation, Marketing, Online Advertising, Facebook, Digital Media
Education
University of Southern California - Marshall School of Business 2007 — 2011
B.S., Business Administration with concentrations in International Business and Entrepreneurship
ESADE Business School 2010 — 2010
Facebook January 2015 - Present
The Wall Street Journal January 2014 - January 2015
The Wall Street Journal October 2012 - December 2013
The Wall Street Journal January 2012 - October 2012
The Hollywood Reporter October 2011 - January 2012
Forbes Indonesia June 2011 - July 2011
The Ellen DeGeneres Show January 2011 - May 2011
Olmstead Williams Communications, Inc June 2010 - August 2010
Barclays Global Investors May 2008 - August 2008
Skills
Press Releases, Digital Marketing, Social Media, Advertising, New Media, Digital Strategy, Sales, Public Relations, Editing, Leadership, Lead Generation, Marketing, Online Advertising, Facebook, Digital Media
Education
University of Southern California - Marshall School of Business 2007 — 2011
B.S., Business Administration with concentrations in International Business and Entrepreneurship
ESADE Business School 2010 — 2010
Deborah Yee's Barclays Global Investors Experience July 2006 - January 2007
Job Program Specialist at Vector Planning and Services, Inc.
Industry Executive Office
Experience
Vector Planning and Services, Inc. November 2014 - Present
State Bar of California July 2009 - December 2012
Bank of the West May 2007 - March 2009
Barclays Global Investors July 2006 - January 2007
Gap Inc. February 2005 - January 2006
American Academy of Ophthalmology January 2003 - February 2005
Ampent, Inc. 2001 - 2003
Skills
Management, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Administrative..., Windows 7, Windows, Nonprofits, Marketing, Adobe Acrobat, Office Management, Office Administration, Event Planning, Teamwork, Executive..., Calendaring, Meeting Planning, Finance, Legal Research, Invoicing, Customer Service, Team Building, Administrative...
Education
Fashion Institute of Design & Merchandising
Merchandise/Marketing
Vector Planning and Services, Inc. November 2014 - Present
State Bar of California July 2009 - December 2012
Bank of the West May 2007 - March 2009
Barclays Global Investors July 2006 - January 2007
Gap Inc. February 2005 - January 2006
American Academy of Ophthalmology January 2003 - February 2005
Ampent, Inc. 2001 - 2003
Skills
Management, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Administrative..., Windows 7, Windows, Nonprofits, Marketing, Adobe Acrobat, Office Management, Office Administration, Event Planning, Teamwork, Executive..., Calendaring, Meeting Planning, Finance, Legal Research, Invoicing, Customer Service, Team Building, Administrative...
Education
Fashion Institute of Design & Merchandising
Merchandise/Marketing
Willem Burgmans Willem Burgmans's Barclays Global Investors Experience July 1997 - September 1998
Job
Industry Financial Services
Experience
Spa-Plus B.V. March 2008 - Present
Nexxo Financial March 2004 - June 2012
Providian Financial March 1999 - December 2003
Fritz Companies October 1998 - February 1999
Barclays Global Investors July 1997 - September 1998
Synergetics 1995 - 1997
Skills
Process Improvement, Risk Management, Project Management, Strategy, Start-ups, Management, Analysis, Business Analysis, Business Process..., Business Strategy, Program Management, Strategic Planning, Financial Services, Leadership
Education
CIMBA 1994 — 1995
MBA, International Business
Tilburg University 1989 — 1993
Drs., Business Administration, Finance
Spa-Plus B.V. March 2008 - Present
Nexxo Financial March 2004 - June 2012
Providian Financial March 1999 - December 2003
Fritz Companies October 1998 - February 1999
Barclays Global Investors July 1997 - September 1998
Synergetics 1995 - 1997
Skills
Process Improvement, Risk Management, Project Management, Strategy, Start-ups, Management, Analysis, Business Analysis, Business Process..., Business Strategy, Program Management, Strategic Planning, Financial Services, Leadership
Education
CIMBA 1994 — 1995
MBA, International Business
Tilburg University 1989 — 1993
Drs., Business Administration, Finance
Jim Marchetti's Barclays Global Investors Experience March 2005 - June 2008
Job Seasoned Business Continuity/Disaster Recovery manager
Industry Insurance
Experience
Dell November 2013 - Present
Blue Shield of California October 2011 - November 2013
Yodlee January 2009 - September 2011
LPL June 2009 - January 2010
James Marchetti Enterprises, INC. June 2008 - June 2009
Barclays Global Investors March 2005 - June 2008
Barclays Global Investors February 1999 - March 2005
Barclays Global Investors August 1998 - February 2000
James Marchetti Enterprises 1999 - 2000
Instinet June 1997 - August 1998
Skills
Business Continuity, Disaster Recovery, ITIL, Change Management, Team Leadership, Risk Assessment, IT Management, Team Building, Operations Management, Data Center, Incident Management, Problem Solving, Technical Writing, Project Planning, Public Speaking, Budgeting, Risk Mitigation, Risk Management, Project Management, IT Strategy, IT Operations, Integration, Enterprise Architecture, Program Management, Troubleshooting, Budgets, Telecommunications, Information Technology, Visio, IT Service Management, Training, Management, Business Analysis, Leadership, SDLC, Unix, Process Improvement, Quality Assurance, System Administration, Analysis, Business Process, Vendor Management, Business Continuity..., Testing, Networking, Project Portfolio..., PMP, PMO, Software Documentation, Business Process...
Education
Columbia College 1990 — 1991
AA
Awalt 1978 — 1982
Dell November 2013 - Present
Blue Shield of California October 2011 - November 2013
Yodlee January 2009 - September 2011
LPL June 2009 - January 2010
James Marchetti Enterprises, INC. June 2008 - June 2009
Barclays Global Investors March 2005 - June 2008
Barclays Global Investors February 1999 - March 2005
Barclays Global Investors August 1998 - February 2000
James Marchetti Enterprises 1999 - 2000
Instinet June 1997 - August 1998
Skills
Business Continuity, Disaster Recovery, ITIL, Change Management, Team Leadership, Risk Assessment, IT Management, Team Building, Operations Management, Data Center, Incident Management, Problem Solving, Technical Writing, Project Planning, Public Speaking, Budgeting, Risk Mitigation, Risk Management, Project Management, IT Strategy, IT Operations, Integration, Enterprise Architecture, Program Management, Troubleshooting, Budgets, Telecommunications, Information Technology, Visio, IT Service Management, Training, Management, Business Analysis, Leadership, SDLC, Unix, Process Improvement, Quality Assurance, System Administration, Analysis, Business Process, Vendor Management, Business Continuity..., Testing, Networking, Project Portfolio..., PMP, PMO, Software Documentation, Business Process...
Education
Columbia College 1990 — 1991
AA
Awalt 1978 — 1982
Rob Bechard, MSc, CFA Rob Bechard, MSc, CFA's Barclays Global Investors Experience 2002 - 2009
Job Senior VP & Head of Portfolio Management, BMO Global Asset Management: AdviceLed, OutcomeOriented Investment Solutions
Industry Financial Services
Experience
BMO Global Asset Management May 2009 - Present
Barclays Global Investors 2002 - 2009
Skills
ETFs, Portfolio Management, Fixed Income, Equities, Derivatives, Bloomberg, Investments, Investment Strategies, Capital Markets, Mutual Funds, Hedge Funds, Equity Deriviatives, Currencies, Synthetic Equities, Finance, Client Relations Skills, Wealth Management, Strategic Planning, Senior Executive..., Innovation, Financial Services, Asset Management, Banking, Financial Markets, Investment Management, Currency
Education
Cass Business School 2000 — 2001
MSc in Mathematical Trading & Finance
Queen's University
BSc, Mathematics
BMO Global Asset Management May 2009 - Present
Barclays Global Investors 2002 - 2009
Skills
ETFs, Portfolio Management, Fixed Income, Equities, Derivatives, Bloomberg, Investments, Investment Strategies, Capital Markets, Mutual Funds, Hedge Funds, Equity Deriviatives, Currencies, Synthetic Equities, Finance, Client Relations Skills, Wealth Management, Strategic Planning, Senior Executive..., Innovation, Financial Services, Asset Management, Banking, Financial Markets, Investment Management, Currency
Education
Cass Business School 2000 — 2001
MSc in Mathematical Trading & Finance
Queen's University
BSc, Mathematics
Evan Mizrachy, CFA/CAIA Evan Mizrachy, CFA/CAIA's Barclays Global Investors Experience December 2007 - December 2009
Job Managing Director, BlackRock Alternative Investors
Industry Investment Management
Experience
BlackRock January 2013 - Present
BlackRock, Inc. December 2007 - December 2012
Barclays Global Investors December 2007 - December 2009
CRA International September 2003 - December 2007
National Economic Research Associates September 1998 - September 2000
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Colgate University 1994 — 1998
BA, Economics
BlackRock January 2013 - Present
BlackRock, Inc. December 2007 - December 2012
Barclays Global Investors December 2007 - December 2009
CRA International September 2003 - December 2007
National Economic Research Associates September 1998 - September 2000
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Colgate University 1994 — 1998
BA, Economics
Trevor Whelan Trevor Whelan's Barclays Global Investors Experience 2004 - 2009
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock 2014 - Present
BlackRock 2010 - 2013
Barclays Global Investors 2004 - 2009
Barclays Global Investors 2001 - 2004
Barclays Global Investors 1999 - 2001
Barclays Global Investors 1998 - 1999
Skills
Fixed Income, Equities, Asset Management, Hedge Funds, Portfolio Management, Derivatives, Investments, Alternative Investments, Trading, Project Management, Platform Management, Management, Strategic Business..., Change Management
Education
Dublin Institute of Technology 2001 — 2002
Applied Science
University of California, Berkeley
Finance (Cert)
BlackRock 2014 - Present
BlackRock 2010 - 2013
Barclays Global Investors 2004 - 2009
Barclays Global Investors 2001 - 2004
Barclays Global Investors 1999 - 2001
Barclays Global Investors 1998 - 1999
Skills
Fixed Income, Equities, Asset Management, Hedge Funds, Portfolio Management, Derivatives, Investments, Alternative Investments, Trading, Project Management, Platform Management, Management, Strategic Business..., Change Management
Education
Dublin Institute of Technology 2001 — 2002
Applied Science
University of California, Berkeley
Finance (Cert)
Steven Fong Steven Fong's Barclays Global Investors Experience May 2000 - January 2001
Job Manager at the State of California, Department of Social Services
Industry Management Consulting
Experience
State of California, Department of Social Services - Executive Division April 2010 - Present
Steven Fong Realty April 2009 - Present
Centex - Pulte - Del Webb May 2004 - April 2009
Pepsi Bottling Group April 2002 - May 2004
Barclays Global Investors May 2000 - January 2001
Skills
Sales, Budgets, Marketing, Leadership, Management, Sales Operations, CRM, Marketing Strategy, Marketing Communications, Public Relations, Strategic Planning, Event Management, Customer Service, Real Estate, Time Management
Education
California State University-Sacramento 1996 — 2001
Bachelors of Science in Business Administration, Strategic Management and Marketing
State of California, Department of Social Services - Executive Division April 2010 - Present
Steven Fong Realty April 2009 - Present
Centex - Pulte - Del Webb May 2004 - April 2009
Pepsi Bottling Group April 2002 - May 2004
Barclays Global Investors May 2000 - January 2001
Skills
Sales, Budgets, Marketing, Leadership, Management, Sales Operations, CRM, Marketing Strategy, Marketing Communications, Public Relations, Strategic Planning, Event Management, Customer Service, Real Estate, Time Management
Education
California State University-Sacramento 1996 — 2001
Bachelors of Science in Business Administration, Strategic Management and Marketing
Paul Ebner, CFA Paul Ebner, CFA's Barclays Global Investors Experience August 2007 - January 2009
Job Senior Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock (formerly Barclays Global Investors) January 2009 - Present
Barclays Global Investors August 2007 - January 2009
Barclays Global Investors December 2004 - July 2007
Federal Reserve Bank of San Francisco January 2004 - May 2004
Parnassus Investments 2004 - 2004
Salomon Smith Barney 2000 - 2002
Skills
Asset Management, Fixed Income Trading, Equities, Hedge Funds, Asset Managment, Quantitative Analytics, Portfolio Management, Securities, Investments, Capital Markets, Fixed Income, Trading, Derivatives, Asset Allocation, Emerging Markets, Mutual Funds
Education
University of California, Berkeley 2002 — 2004
Masters, Public Policy
The London School of Economics and Political Science (LSE) 1998 — 1999
Diploma, Dept of International Relations
Davidson College 1994 — 1998
BA, Political Science
BlackRock (formerly Barclays Global Investors) January 2009 - Present
Barclays Global Investors August 2007 - January 2009
Barclays Global Investors December 2004 - July 2007
Federal Reserve Bank of San Francisco January 2004 - May 2004
Parnassus Investments 2004 - 2004
Salomon Smith Barney 2000 - 2002
Skills
Asset Management, Fixed Income Trading, Equities, Hedge Funds, Asset Managment, Quantitative Analytics, Portfolio Management, Securities, Investments, Capital Markets, Fixed Income, Trading, Derivatives, Asset Allocation, Emerging Markets, Mutual Funds
Education
University of California, Berkeley 2002 — 2004
Masters, Public Policy
The London School of Economics and Political Science (LSE) 1998 — 1999
Diploma, Dept of International Relations
Davidson College 1994 — 1998
BA, Political Science
Dan Leahy, CFP® Dan Leahy, CFP®'s Barclays Global Investors Experience 1995 - 2001
Job Principal // Senior Wealth Advisor at Pennington Financial Group
Industry Investment Management
Experience
Pennington Financial Group 2008 - Present
The Financial & Tax Planning Center 2004 - 2008
Pennington Financial Group 2003 - 2004
Investors Bank & Trust 2001 - 2003
Barclays Global Investors 1995 - 2001
Wells Fargo Nikko Investment Advisors 1993 - 1995
Skills
Certified Financial...
Education
University of California, Davis 2002 — 2003
Certificate, Personal Financial Planning
California State University-Sacramento 1990 — 1992
Bachelor of Science, Business Administration, Finance
Pennington Financial Group 2008 - Present
The Financial & Tax Planning Center 2004 - 2008
Pennington Financial Group 2003 - 2004
Investors Bank & Trust 2001 - 2003
Barclays Global Investors 1995 - 2001
Wells Fargo Nikko Investment Advisors 1993 - 1995
Skills
Certified Financial...
Education
University of California, Davis 2002 — 2003
Certificate, Personal Financial Planning
California State University-Sacramento 1990 — 1992
Bachelor of Science, Business Administration, Finance
Dave Rapozo Dave Rapozo's Barclays Global Investors Experience June 2002 - December 2009
Job Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors February 2014 - Present
Dimensional Fund Advisors January 2012 - Present
Dimensional Fund Advisors January 2011 - December 2011
BlackRock July 2005 - December 2010
Barclays Global Investors June 2002 - December 2009
Barclays Global Investors 1999 - 2002
Firstar Mutual Fund Services 1998 - 1999
Strong Funds 1996 - 1998
Skills
Asset Allocation, Asset Management, Business Development, Contract Negotiation, Financial Risk, Investment Strategies, Investments, Sales, Wealth Management, Strategy, Series 7, Mutual Funds, Investment Management, Fixed Income, Financial Services, Equities, ETFs
Education
Marquette University 2006 — 2007
MBA, International Business
Cardinal Stritch University 1992 — 1996
BA, Accounting
Dimensional Fund Advisors February 2014 - Present
Dimensional Fund Advisors January 2012 - Present
Dimensional Fund Advisors January 2011 - December 2011
BlackRock July 2005 - December 2010
Barclays Global Investors June 2002 - December 2009
Barclays Global Investors 1999 - 2002
Firstar Mutual Fund Services 1998 - 1999
Strong Funds 1996 - 1998
Skills
Asset Allocation, Asset Management, Business Development, Contract Negotiation, Financial Risk, Investment Strategies, Investments, Sales, Wealth Management, Strategy, Series 7, Mutual Funds, Investment Management, Fixed Income, Financial Services, Equities, ETFs
Education
Marquette University 2006 — 2007
MBA, International Business
Cardinal Stritch University 1992 — 1996
BA, Accounting
Alan Woods's Barclays Global Investors Experience 2009 - 2009
Job Director of Marketing Operations at Franklin Templeton Investments
Industry Financial Services
Experience
KleanSlate LLC 2014 - 2014
KleanSlate LLC 2014 - 2014
Franklin Templeton Investments 2011 - 2013
BlackRock 2009 - 2011
Barclays Global Investors 2009 - 2009
Independent Consultant 2003 - 2009
Control Solutions International 2005 - 2008
Robert Half Management Resources 2004 - 2005
Resources Global Professionals 2003 - 2004
AEGON - Transamerica Asset Management (formerly IDEX Mutual Funds) June 2001 - November 2002
Skills
Risk Management, Financial Services, Finance, Financial Reporting, Sarbanes-Oxley Act, Strategic Financial..., Asset Management, Internal Controls, Asset Managment, Mutual Funds, Investments, Portfolio Management, Mergers & Acquisitions, Vendor Management, Forecasting, Internal Audit, Leadership, Accounting, Business Process, Process Improvement, Business Planning, Analysis, Budgets, Strategic Planning, Financial Analysis, Securities, Fund Accounting, SEC filings, Management, Insurance, Auditing, Sarbanes-Oxley, CRM, Cash Flow, Outsourcing, Leadership Development, Relationship Management, International Business, Marketing Management, Operations Management, Coaching, Global Management, Global Business..., Cross Cultural..., International..., International Relations, Presentation Development, Presenter, Cultural Awareness, Cultural Diversity
Education
University of Phoenix 1998 — 2002
MBA, Global Management
Saint Joseph's University 1988 — 1991
BS, Finance
Delaware County Community College 1984 — 1987
Associates, Business Administration
Unionville High School 1980 — 1984
KleanSlate LLC 2014 - 2014
KleanSlate LLC 2014 - 2014
Franklin Templeton Investments 2011 - 2013
BlackRock 2009 - 2011
Barclays Global Investors 2009 - 2009
Independent Consultant 2003 - 2009
Control Solutions International 2005 - 2008
Robert Half Management Resources 2004 - 2005
Resources Global Professionals 2003 - 2004
AEGON - Transamerica Asset Management (formerly IDEX Mutual Funds) June 2001 - November 2002
Skills
Risk Management, Financial Services, Finance, Financial Reporting, Sarbanes-Oxley Act, Strategic Financial..., Asset Management, Internal Controls, Asset Managment, Mutual Funds, Investments, Portfolio Management, Mergers & Acquisitions, Vendor Management, Forecasting, Internal Audit, Leadership, Accounting, Business Process, Process Improvement, Business Planning, Analysis, Budgets, Strategic Planning, Financial Analysis, Securities, Fund Accounting, SEC filings, Management, Insurance, Auditing, Sarbanes-Oxley, CRM, Cash Flow, Outsourcing, Leadership Development, Relationship Management, International Business, Marketing Management, Operations Management, Coaching, Global Management, Global Business..., Cross Cultural..., International..., International Relations, Presentation Development, Presenter, Cultural Awareness, Cultural Diversity
Education
University of Phoenix 1998 — 2002
MBA, Global Management
Saint Joseph's University 1988 — 1991
BS, Finance
Delaware County Community College 1984 — 1987
Associates, Business Administration
Unionville High School 1980 — 1984
David Campbell, CAIA David Campbell, CAIA's Barclays Global Investors Experience 2004 - 2008
Job Financial services professional
Industry Financial Services
Experience
BlackRock 2009 - December 2013
Barclays Global Investors 2004 - 2008
Barclays Global Investors 2002 - 2004
Barclays Global Investors 1999 - 2002
Aim Funds 1996 - 1999
Skills
Alternative Investments, Bloomberg, Cash Management, ETFs, Equities, Hedge Funds, Fixed Income, Asset Management, Capital Markets, Portfolio Management, Trading, Securities Lending, Financial Modeling, Financial Risk, Mutual Funds, Derivatives
Education
Colorado State University 1989 — 2003
Bachelor of Arts (B.A.), History
San Diego State University-California State University 1988 — 1989
BlackRock 2009 - December 2013
Barclays Global Investors 2004 - 2008
Barclays Global Investors 2002 - 2004
Barclays Global Investors 1999 - 2002
Aim Funds 1996 - 1999
Skills
Alternative Investments, Bloomberg, Cash Management, ETFs, Equities, Hedge Funds, Fixed Income, Asset Management, Capital Markets, Portfolio Management, Trading, Securities Lending, Financial Modeling, Financial Risk, Mutual Funds, Derivatives
Education
Colorado State University 1989 — 2003
Bachelor of Arts (B.A.), History
San Diego State University-California State University 1988 — 1989
Lee Kranefuss Lee Kranefuss's Barclays Global Investors Experience January 2000 - January 2009
Job Executive Chairman at Source ETFs
Industry Investment Management
Experience
Source ETFs June 2014 - Present
Warburg Pincus December 2012 - Present
Kranefuss Group May 2010 - Present
ETF Opportunity Partners LLP September 2011 - May 2014
Barclays Global Investors January 2000 - January 2009
The Boston Consulting Group August 1991 - May 2007
Barclays Global Investors May 1997 - January 2000
Skills
Corporate Development, Strategy, Asset Managment, Alternative Investments, Equities, Hedge Funds, Investment Management, Capital Markets, Financial Services, Fixed Income, Investments, Investment Strategies, Business Strategy, Asset Allocation, ETFs
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance & Marketing
Cornell University 1979 — 1984
BS, Electrical Engineering
PEA 1974 — 1979
Phillips Exeter Academy
Source ETFs June 2014 - Present
Warburg Pincus December 2012 - Present
Kranefuss Group May 2010 - Present
ETF Opportunity Partners LLP September 2011 - May 2014
Barclays Global Investors January 2000 - January 2009
The Boston Consulting Group August 1991 - May 2007
Barclays Global Investors May 1997 - January 2000
Skills
Corporate Development, Strategy, Asset Managment, Alternative Investments, Equities, Hedge Funds, Investment Management, Capital Markets, Financial Services, Fixed Income, Investments, Investment Strategies, Business Strategy, Asset Allocation, ETFs
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance & Marketing
Cornell University 1979 — 1984
BS, Electrical Engineering
PEA 1974 — 1979
Phillips Exeter Academy
Scott Sunbury Scott Sunbury's Barclays Global Investors Experience June 2006 - November 2009
Job Vice President, Technology Risk Manager at BlackRock
Industry Investment Management
Experience
BlackRock August 2013 - Present
BlackRock December 2009 - July 2013
Barclays Global Investors June 2006 - November 2009
State Street Investment Manager Solutions January 2004 - May 2006
State Street Investment Manager Solutions September 2001 - December 2003
State Street Investment Manager Solutions February 2001 - December 2001
CBRE January 1998 - April 1999
Wells Fargo Bank, N.A. June 1987 - May 1995
Skills
Securities Operations, Risk Management, Internal Audit, Regulatory Compliance, Systems Management, Systems Implementation, Asset Management, Project Management
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Middlebury College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Economics
BlackRock August 2013 - Present
BlackRock December 2009 - July 2013
Barclays Global Investors June 2006 - November 2009
State Street Investment Manager Solutions January 2004 - May 2006
State Street Investment Manager Solutions September 2001 - December 2003
State Street Investment Manager Solutions February 2001 - December 2001
CBRE January 1998 - April 1999
Wells Fargo Bank, N.A. June 1987 - May 1995
Skills
Securities Operations, Risk Management, Internal Audit, Regulatory Compliance, Systems Management, Systems Implementation, Asset Management, Project Management
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Middlebury College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Economics
Jennifer Kwai Jennifer Kwai's Barclays Global Investors Experience 2005 - 2006
Job
Industry Investment Management
Experience
Startup in Stealth Mode 2014 - Present
Mellon Capital Management 2007 - 2014
Revere Data, LLC 2006 - 2007
Barclays Global Investors 2005 - 2006
MSCI-Barra 2004 - 2005
Skills
Bloomberg, Hedge Funds, Equities, Derivatives, Portfolio Management, Asset Allocation, Quantitative Finance, Portfolio Optimization, Investments, Financial Modeling, Quantitative Analytics, Capital Markets, Valuation, Trading, Options, R, VBA, Python, Java, SQL, Barra Aegis, Investment Management, Global Macro, Fixed Income, Asset Management, ETFs, Equity Research, Investment Strategies, Bonds, Bloomberg Terminal
Education
Columbia University 2002 — 2003
MS, Financial Engineering
Emory University 1999 — 2002
BS, Computer Science/Mathematics
Startup in Stealth Mode 2014 - Present
Mellon Capital Management 2007 - 2014
Revere Data, LLC 2006 - 2007
Barclays Global Investors 2005 - 2006
MSCI-Barra 2004 - 2005
Skills
Bloomberg, Hedge Funds, Equities, Derivatives, Portfolio Management, Asset Allocation, Quantitative Finance, Portfolio Optimization, Investments, Financial Modeling, Quantitative Analytics, Capital Markets, Valuation, Trading, Options, R, VBA, Python, Java, SQL, Barra Aegis, Investment Management, Global Macro, Fixed Income, Asset Management, ETFs, Equity Research, Investment Strategies, Bonds, Bloomberg Terminal
Education
Columbia University 2002 — 2003
MS, Financial Engineering
Emory University 1999 — 2002
BS, Computer Science/Mathematics
Sami Mesrour Sami Mesrour's Barclays Global Investors Experience September 2001 - February 2010
Job Portfolio Manager
Industry Investment Management
Experience
BlackRock October 2014 - Present
BlackRock December 2009 - Present
Barclays Global Investors September 2001 - February 2010
Barclays Global Investors January 2006 - December 2008
Skills
Fixed Income, Hedge Funds, Bonds, Bloomberg, Portfolio Management, Asset Managment, ABS, Series 7, Alternative Investments, MBS, Trading, Capital Markets, ETFs, Asset Allocation, Derivatives
Education
The London School of Economics and Political Science (LSE) 2000 — 2001
M.Sc., Global Economic History
Columbia University in the City of New York 1996 — 2000
B.A., History
Sunny View School 1992 — 1996
BlackRock October 2014 - Present
BlackRock December 2009 - Present
Barclays Global Investors September 2001 - February 2010
Barclays Global Investors January 2006 - December 2008
Skills
Fixed Income, Hedge Funds, Bonds, Bloomberg, Portfolio Management, Asset Managment, ABS, Series 7, Alternative Investments, MBS, Trading, Capital Markets, ETFs, Asset Allocation, Derivatives
Education
The London School of Economics and Political Science (LSE) 2000 — 2001
M.Sc., Global Economic History
Columbia University in the City of New York 1996 — 2000
B.A., History
Sunny View School 1992 — 1996
Dinah Bird, Ph.D., CFP(R), CIMA Dinah Bird, Ph.D., CFP(R), CIMA's Barclays Global Investors Experience February 2000 - February 2007
Job Ph.D.,CFP(R),CIMA Passionate about investing
Industry Financial Services
Experience
BB&T August 2015 - Present
Centrifuse October 2014 - September 2015
The Ohio Society of CPAs June 2013 - June 2014
Greater Cincinnati Venture Association 2013 - 2014
Cincinnati Regional Chamber of Commerce 2013 - 2014
Barclays Global Investors February 2000 - February 2007
Dean Investments July 1990 - February 2000
Education
Certified Investment Management Analyst (CIMA)
CERTIFIED FINANCIAL PLANNERTM (CFP®)
Claremont Graduate University 1986 — 1990
Ph.D., & M.A., Psychology, 3.7
Wharton Business School 1980 — 1984
Texas Tech University 1977 — 1979
Master of Science (M.S.), Zoology/Animal Biology, 3.7
Southwest Texas State University 1972 — 1976
Bachelor's degree, Chemistry, Biology, Medical Technology, 3.7
BB&T August 2015 - Present
Centrifuse October 2014 - September 2015
The Ohio Society of CPAs June 2013 - June 2014
Greater Cincinnati Venture Association 2013 - 2014
Cincinnati Regional Chamber of Commerce 2013 - 2014
Barclays Global Investors February 2000 - February 2007
Dean Investments July 1990 - February 2000
Education
Certified Investment Management Analyst (CIMA)
CERTIFIED FINANCIAL PLANNERTM (CFP®)
Claremont Graduate University 1986 — 1990
Ph.D., & M.A., Psychology, 3.7
Wharton Business School 1980 — 1984
Texas Tech University 1977 — 1979
Master of Science (M.S.), Zoology/Animal Biology, 3.7
Southwest Texas State University 1972 — 1976
Bachelor's degree, Chemistry, Biology, Medical Technology, 3.7
Tiffany Orge Tiffany Orge's Barclays Global Investors Experience December 2007 - December 2009
Job Domestic professional and financial manager
Industry Executive Office
Experience
The Orge Household October 2010 - Present
BlackRock December 2009 - October 2010
Barclays Global Investors December 2007 - December 2009
Fox Paine July 2006 - July 2007
Ace Capital Group February 2006 - June 2006
Nordstrom September 1999 - December 2005
Skills
PowerPoint, Outlook, Recruiting, Customer Service, Administrative..., Budgets
Education
San Francisco State University 2003 — 2006
BA, Liberal Studies
College of San Mateo 1999 — 2002
AA, General Education
Immaculate Conception Academy 1995 — 1999
High School Diploma, General Education
The Orge Household October 2010 - Present
BlackRock December 2009 - October 2010
Barclays Global Investors December 2007 - December 2009
Fox Paine July 2006 - July 2007
Ace Capital Group February 2006 - June 2006
Nordstrom September 1999 - December 2005
Skills
PowerPoint, Outlook, Recruiting, Customer Service, Administrative..., Budgets
Education
San Francisco State University 2003 — 2006
BA, Liberal Studies
College of San Mateo 1999 — 2002
AA, General Education
Immaculate Conception Academy 1995 — 1999
High School Diploma, General Education
Eric Steffen's Barclays Global Investors Experience March 2002 - July 2005
Job at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
US Peace Corps August 2005 - March 2008
Barclays Global Investors March 2002 - July 2005
Fairfield Preparatory High School September 2000 - June 2001
Skills
Emerging Markets, Financial Modeling, Valuation, Investment Banking, Capital Markets, Fixed Income, Corporate Finance, Private Equity, Investments, Alternative Investments, Financial Analysis
Education
Columbia University - School of International and Public Affairs 2008 — 2010
MIA, International Finance
Wesleyan University 1996 — 2000
BA, Physics
J.P. Morgan July 2010 - Present
US Peace Corps August 2005 - March 2008
Barclays Global Investors March 2002 - July 2005
Fairfield Preparatory High School September 2000 - June 2001
Skills
Emerging Markets, Financial Modeling, Valuation, Investment Banking, Capital Markets, Fixed Income, Corporate Finance, Private Equity, Investments, Alternative Investments, Financial Analysis
Education
Columbia University - School of International and Public Affairs 2008 — 2010
MIA, International Finance
Wesleyan University 1996 — 2000
BA, Physics
Mandolyn Hicks Mandolyn Hicks's Barclays Global Investors Experience 1998 - 2001
Job Senior Training Partner
Industry Financial Services
Experience
Citco Fund Services July 2007 - Present
Citco Fund Services May 2005 - July 2007
Investors Bank and Trust August 1999 - May 2005
Barclays Global Investors 1998 - 2001
Skills
Fixed Income, Hedge Funds, Mutual Funds, Capital Markets, Investments, Portfolio Management, Securities, Trading, Equities, Bonds, Corporate Actions, Options, Valuation, Account Reconciliation, Alternative Investments, Training, Accounting
Education
California State University-Sacramento 1993 — 1998
BS, Business Administration, concentration in Accountancy
Penn State University 2009 — 2011
Certificate, Organizational Communication
Citco Fund Services July 2007 - Present
Citco Fund Services May 2005 - July 2007
Investors Bank and Trust August 1999 - May 2005
Barclays Global Investors 1998 - 2001
Skills
Fixed Income, Hedge Funds, Mutual Funds, Capital Markets, Investments, Portfolio Management, Securities, Trading, Equities, Bonds, Corporate Actions, Options, Valuation, Account Reconciliation, Alternative Investments, Training, Accounting
Education
California State University-Sacramento 1993 — 1998
BS, Business Administration, concentration in Accountancy
Penn State University 2009 — 2011
Certificate, Organizational Communication
Kevin Quigg Kevin Quigg's Barclays Global Investors Experience May 2005 - June 2006
Job Global Head of ETF Sales Strategy at SPDR Exchange Traded Funds (ETFs)
Industry Financial Services
Experience
SPDR Exchange Traded Funds (ETFs) October 2011 - Present
SPDR Exchange Traded Funds (ETFs) 2008 - October 2011
Barclays Global Investors May 2005 - June 2006
Skills
ETFs, Alternative Investments, Mutual Funds, Hedge Funds, Series 7, Series 63, Portfolio Management, Investment Strategies, Fixed Income, Investments, Investment Management, Equities, Asset Managment, Asset Allocation, Separately Managed...
Education
College of the Holy Cross 1991 — 1995
BA, English
Roxbury Latin School 1986 — 1991
SPDR Exchange Traded Funds (ETFs) October 2011 - Present
SPDR Exchange Traded Funds (ETFs) 2008 - October 2011
Barclays Global Investors May 2005 - June 2006
Skills
ETFs, Alternative Investments, Mutual Funds, Hedge Funds, Series 7, Series 63, Portfolio Management, Investment Strategies, Fixed Income, Investments, Investment Management, Equities, Asset Managment, Asset Allocation, Separately Managed...
Education
College of the Holy Cross 1991 — 1995
BA, English
Roxbury Latin School 1986 — 1991
John Lederle's Barclays Global Investors Experience October 2003 - August 2005
Job
Industry Banking
Experience
BlackRock July 2011 - Present
Bank of the West January 2009 - July 2011
Westpeak Global Advisors September 2006 - September 2008
Duff & Phelps September 2005 - September 2006
Barclays Global Investors October 2003 - August 2005
Flutter.com April 2000 - April 2001
Maxtor April 1991 - April 2000
Skills
Analytics, Basel II, Commodity, Credit Risk, Derivatives, Equities, Financial Engineering, Financial Risk, Fixed Income, Matlab, Options, Risk Management, Portfolio Management, Quantitative Analytics, SAS, Valuation
Education
University of California, Berkeley 2003 — 2004
MS, Financial Engineering
Colorado State University 1986 — 1990
BSME, Mechanical Engineering
BlackRock July 2011 - Present
Bank of the West January 2009 - July 2011
Westpeak Global Advisors September 2006 - September 2008
Duff & Phelps September 2005 - September 2006
Barclays Global Investors October 2003 - August 2005
Flutter.com April 2000 - April 2001
Maxtor April 1991 - April 2000
Skills
Analytics, Basel II, Commodity, Credit Risk, Derivatives, Equities, Financial Engineering, Financial Risk, Fixed Income, Matlab, Options, Risk Management, Portfolio Management, Quantitative Analytics, SAS, Valuation
Education
University of California, Berkeley 2003 — 2004
MS, Financial Engineering
Colorado State University 1986 — 1990
BSME, Mechanical Engineering
Steven Schoenfeld Steven Schoenfeld's Barclays Global Investors Experience December 1996 - April 2003
Job Founder and Chief Investment Officer at BlueStar Global Investors LLC
Industry Financial Services
Experience
IsraelStrategist.com June 2011 - Present
BlueStar Global Investors LLC October 2010 - Present
Red Lighthouse Investment Management September 2010 - Present
Global Index Strategies January 2010 - March 2013
Commodity Futures Trading Commission September 2009 - December 2009
Global Index Strategies March 2009 - September 2009
Northern Trust October 2004 - February 2009
IndexUniverse.com June 2002 - October 2004
Barclays Global Investors December 1996 - April 2003
International Finance Corporation July 1992 - December 1996
Skills
Investments, Portfolio Management, Emerging Markets, Investment Management, Equities, Fixed Income, Alternative Investments, Financial Services, Asset Management, Derivatives, Hedge Funds, Wealth Management, Options, Investment Strategies, Currency, Securities, Financial Markets, Mutual Funds, Structured Finance, Corporate Finance, Asset Allocation, Trading Strategies, Venture Capital, Trading, Bonds, Private Equity, Capital Markets, Equity Research, ETFs, Finance, Valuation, Equity Trading, Strategy, Investment Advisory, Economics, Bloomberg, Fund Of Funds
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
MA
National University of Singapore 1985 — 1986
Clark University 1980 — 1984
BA
IsraelStrategist.com June 2011 - Present
BlueStar Global Investors LLC October 2010 - Present
Red Lighthouse Investment Management September 2010 - Present
Global Index Strategies January 2010 - March 2013
Commodity Futures Trading Commission September 2009 - December 2009
Global Index Strategies March 2009 - September 2009
Northern Trust October 2004 - February 2009
IndexUniverse.com June 2002 - October 2004
Barclays Global Investors December 1996 - April 2003
International Finance Corporation July 1992 - December 1996
Skills
Investments, Portfolio Management, Emerging Markets, Investment Management, Equities, Fixed Income, Alternative Investments, Financial Services, Asset Management, Derivatives, Hedge Funds, Wealth Management, Options, Investment Strategies, Currency, Securities, Financial Markets, Mutual Funds, Structured Finance, Corporate Finance, Asset Allocation, Trading Strategies, Venture Capital, Trading, Bonds, Private Equity, Capital Markets, Equity Research, ETFs, Finance, Valuation, Equity Trading, Strategy, Investment Advisory, Economics, Bloomberg, Fund Of Funds
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
MA
National University of Singapore 1985 — 1986
Clark University 1980 — 1984
BA
Jeffrey Dean's Barclays Global Investors Experience February 2005 - December 2009
Job Global Head of iShares Analytics at BlackRock
Industry Financial Services
Experience
BlackRock March 2013 - Present
BlackRock December 2009 - March 2013
Barclays Global Investors February 2005 - December 2009
Schwab Soundview Capital Markets 2003 - 2004
Goldman Sachs July 2000 - April 2003
Restaurant-Trade.com February 2000 - July 2000
Scripps Institution of Oceanography December 1993 - January 2000
Skills
Greenplum, OneTick, Complex Event Processing, Tick Analytics, High Frequency, Tableau, Panopticon, Real-time Analytics, Analytics, Big Data, Business Analysis, Data Modeling, Data Warehousing, Databases, ETL, High Frequency Trading, High Performance..., Management, Market Data, SQL, Strategy, Sybase, Web Analytics, Trading Systems, Agile Methodologies
Education
University of California, San Diego 1989 — 1994
BS, Physics
Columbia University - Columbia Business School
MBA, Business
University of California, Berkeley, Haas School of Business
MBA, Business
BlackRock March 2013 - Present
BlackRock December 2009 - March 2013
Barclays Global Investors February 2005 - December 2009
Schwab Soundview Capital Markets 2003 - 2004
Goldman Sachs July 2000 - April 2003
Restaurant-Trade.com February 2000 - July 2000
Scripps Institution of Oceanography December 1993 - January 2000
Skills
Greenplum, OneTick, Complex Event Processing, Tick Analytics, High Frequency, Tableau, Panopticon, Real-time Analytics, Analytics, Big Data, Business Analysis, Data Modeling, Data Warehousing, Databases, ETL, High Frequency Trading, High Performance..., Management, Market Data, SQL, Strategy, Sybase, Web Analytics, Trading Systems, Agile Methodologies
Education
University of California, San Diego 1989 — 1994
BS, Physics
Columbia University - Columbia Business School
MBA, Business
University of California, Berkeley, Haas School of Business
MBA, Business
Tim Madams's Barclays Global Investors Experience October 2001 - December 2008
Job Sr. Enterprise Architect at Blue Shield of California
Industry Information Technology and Services
Experience
Blue Shield of California September 2014 - Present
Blue Shield of California November 2012 - September 2014
Blue Shield of California December 2008 - November 2012
Barclays Global Investors October 2001 - December 2008
Cybergold 1997 - 1999
PictureTalk 1994 - 1998
Skills
Disaster Recovery, IT Strategy, SDLC, Enterprise Architecture, Software Development, SOA, Cloud Computing, Enterprise Software, Performance Tuning, Solution Architecture, Requirements Analysis, Sybase, Agile Methodologies, Unix Shell Scripting, IT Management, Linux, Unix, Perl, Software Project..., Business Analysis, Vendor Management, Data Modeling, Application Architecture, XML, ETL, SQL, Java, Virtualization, Data Warehousing, Weblogic, Architecture, Websphere, Solaris, EAI, Java Enterprise Edition, Integration, Oracle, Web Services, Architectures
Education
Diablo Valley College 1994 — 1997
None, Computer Science
Blue Shield of California September 2014 - Present
Blue Shield of California November 2012 - September 2014
Blue Shield of California December 2008 - November 2012
Barclays Global Investors October 2001 - December 2008
Cybergold 1997 - 1999
PictureTalk 1994 - 1998
Skills
Disaster Recovery, IT Strategy, SDLC, Enterprise Architecture, Software Development, SOA, Cloud Computing, Enterprise Software, Performance Tuning, Solution Architecture, Requirements Analysis, Sybase, Agile Methodologies, Unix Shell Scripting, IT Management, Linux, Unix, Perl, Software Project..., Business Analysis, Vendor Management, Data Modeling, Application Architecture, XML, ETL, SQL, Java, Virtualization, Data Warehousing, Weblogic, Architecture, Websphere, Solaris, EAI, Java Enterprise Edition, Integration, Oracle, Web Services, Architectures
Education
Diablo Valley College 1994 — 1997
None, Computer Science
John Morland's Barclays Global Investors Experience April 2000 - March 2005
Job Human Resources Executive
Industry Human Resources
Experience
Las Vegas Sands Corporation November 2010 - June 2012
Prologis October 2006 - August 2010
Barclays Global Investors April 2000 - March 2005
Citigroup 1985 - 2000
Skills
Global HR Leadership, Executive Compen, Leadership Development, Strategic HR, Change Management, Employee Relations, Organizational Design, Succession Planning, Employee Engagement, Compensation Structure..., Board Relations, Performance Management, Talent Acquisition, Talent Management, Workforce Planning, Team Building, New Manager Training, Executive Coaching, Business Restructuring, Emerging Markets HR, HR Skill Development, HR Processes, Investment Banking HR, Management Development, Personnel Management, Leadership, Diversity and Inclusion, Human Resources, HR Consulting, Employee Benefits, Benefits Administration, College Recruiting, Mergers & Acquisitions, Temporary Placement, Management, Restructuring
Education
Cornell University 1983 — 1985
Masters
Reed College 1976 — 1980
BA
Las Vegas Sands Corporation November 2010 - June 2012
Prologis October 2006 - August 2010
Barclays Global Investors April 2000 - March 2005
Citigroup 1985 - 2000
Skills
Global HR Leadership, Executive Compen, Leadership Development, Strategic HR, Change Management, Employee Relations, Organizational Design, Succession Planning, Employee Engagement, Compensation Structure..., Board Relations, Performance Management, Talent Acquisition, Talent Management, Workforce Planning, Team Building, New Manager Training, Executive Coaching, Business Restructuring, Emerging Markets HR, HR Skill Development, HR Processes, Investment Banking HR, Management Development, Personnel Management, Leadership, Diversity and Inclusion, Human Resources, HR Consulting, Employee Benefits, Benefits Administration, College Recruiting, Mergers & Acquisitions, Temporary Placement, Management, Restructuring
Education
Cornell University 1983 — 1985
Masters
Reed College 1976 — 1980
BA
Runeet Kishore's Barclays Global Investors Experience June 2007 - August 2007
Job Director, Quantitative Strategies at Clinton Group, Inc.
Industry Investment Management
Experience
Clinton Group, Inc. April 2015 - Present
AllianceBernstein March 2012 - March 2015
BlackRock July 2008 - March 2012
Barclays Global Investors June 2007 - August 2007
Skills
Portfolio Management
Education
Duke University 2004 — 2008
PhD, Finance
Duke University - The Fuqua School of Business 2004 — 2008
PhD
Indian Institute of Technology, Delhi 2000 — 2004
B.Tech
Institut national des Sciences appliquées de Lyon 2002 — 2003
B. Tech, International exchange student
Clinton Group, Inc. April 2015 - Present
AllianceBernstein March 2012 - March 2015
BlackRock July 2008 - March 2012
Barclays Global Investors June 2007 - August 2007
Skills
Portfolio Management
Education
Duke University 2004 — 2008
PhD, Finance
Duke University - The Fuqua School of Business 2004 — 2008
PhD
Indian Institute of Technology, Delhi 2000 — 2004
B.Tech
Institut national des Sciences appliquées de Lyon 2002 — 2003
B. Tech, International exchange student
Phillip Sabbagh, PMP's Barclays Global Investors Experience February 2009 - December 2009
Job Director at BlackRock
Industry Information Technology and Services
Experience
BlackRock December 2009 - Present
Barclays Global Investors February 2009 - December 2009
Barclays Global Investors June 2007 - January 2009
Pitney Bowes February 2001 - May 2007
Royal Canadian Mounted Police December 1999 - February 2001
Larochelle Gratton 1998 - 1999
Education
Université de Montréal - HEC Montréal 1995 — 1998
Masters of Management Science (M.Sc.), MIS
Carleton University
B.A., Economics
Carleton University
B. Com., Information Systems
BlackRock December 2009 - Present
Barclays Global Investors February 2009 - December 2009
Barclays Global Investors June 2007 - January 2009
Pitney Bowes February 2001 - May 2007
Royal Canadian Mounted Police December 1999 - February 2001
Larochelle Gratton 1998 - 1999
Education
Université de Montréal - HEC Montréal 1995 — 1998
Masters of Management Science (M.Sc.), MIS
Carleton University
B.A., Economics
Carleton University
B. Com., Information Systems
Eileen Mello's Barclays Global Investors Experience June 2002 - July 2003
Job Resource Development and Communications Consultant at East Bay Asian Local Development Corporation (EBALDC)
Industry Nonprofit Organization Management
Experience
Prina Consulting July 2012 - Present
East Bay Asian Local Development Corporation April 2014 - February 2015
Student of Life November 2011 - June 2013
California State University, East Bay May 2008 - October 2011
Mills College September 2005 - June 2007
Claremont Graduate University, School of Religion August 2003 - May 2005
Barclays Global Investors June 2002 - July 2003
Robert Half, Int. June 1998 - August 2000
Skills
Raiser's Edge, Alumni Relations, Fundraising, Non-profits, Stewardship, Higher Education, Community Outreach, Program Development, Board Development, Customer Service, Philanthropy, Database Administration, Project Management, Project Planning, Office Administration, Social Media, Volunteer Management, Donor Recognition, Donor Management, Report Writing, Event Management, Program Management, Nonprofits, Strategy, Strategic Planning, Donor Relations, Customer Retention, Donor Engagement, Special Events, Galas, Budget Monitoring, Writing, Copy Editing, Strategic Communications, Project Coordination, Proposal Writing, Fundraisers, Microsoft Office, Social Skills, Non-profit Volunteer, Customer Satisfaction, Customer Engagement, Customer Support, Leadership, Public Relations, Editing
Education
Claremont Graduate University 2003 — 2005
MA, Women's Studies in Religion
San Francisco State University 1998 — 2002
BA, Double-Major: Psychology; Philsosophy and Religion
Prina Consulting July 2012 - Present
East Bay Asian Local Development Corporation April 2014 - February 2015
Student of Life November 2011 - June 2013
California State University, East Bay May 2008 - October 2011
Mills College September 2005 - June 2007
Claremont Graduate University, School of Religion August 2003 - May 2005
Barclays Global Investors June 2002 - July 2003
Robert Half, Int. June 1998 - August 2000
Skills
Raiser's Edge, Alumni Relations, Fundraising, Non-profits, Stewardship, Higher Education, Community Outreach, Program Development, Board Development, Customer Service, Philanthropy, Database Administration, Project Management, Project Planning, Office Administration, Social Media, Volunteer Management, Donor Recognition, Donor Management, Report Writing, Event Management, Program Management, Nonprofits, Strategy, Strategic Planning, Donor Relations, Customer Retention, Donor Engagement, Special Events, Galas, Budget Monitoring, Writing, Copy Editing, Strategic Communications, Project Coordination, Proposal Writing, Fundraisers, Microsoft Office, Social Skills, Non-profit Volunteer, Customer Satisfaction, Customer Engagement, Customer Support, Leadership, Public Relations, Editing
Education
Claremont Graduate University 2003 — 2005
MA, Women's Studies in Religion
San Francisco State University 1998 — 2002
BA, Double-Major: Psychology; Philsosophy and Religion
Theo Lengyel's Barclays Global Investors Experience 2003 - 2006
Job Vice President Data Engineer at Instinet LLC.
Industry Computer Software
Experience
Instinet LLC. July 2011 - Present
AXA Rosenberg July 2006 - July 2011
Forge Property Management 1969 - 2010
Barclays Global Investors 2003 - 2006
eLumen.net 1998 - 2003
Quios Inc. 2000 - 2001
Skills
retardedness, laziness impatience..., idiocy, skepticism, ridiculosity, whimsy, Unix, Web Applications, Trading Systems, Microsoft SQL Server, Sybase, C#, Perl, Python, Agile Methodologies, SQL, Software Development
Education
Cornell University 1992 — 1994
BA, Physics
Humboldt State University 1989 — 1991
Physics
Instinet LLC. July 2011 - Present
AXA Rosenberg July 2006 - July 2011
Forge Property Management 1969 - 2010
Barclays Global Investors 2003 - 2006
eLumen.net 1998 - 2003
Quios Inc. 2000 - 2001
Skills
retardedness, laziness impatience..., idiocy, skepticism, ridiculosity, whimsy, Unix, Web Applications, Trading Systems, Microsoft SQL Server, Sybase, C#, Perl, Python, Agile Methodologies, SQL, Software Development
Education
Cornell University 1992 — 1994
BA, Physics
Humboldt State University 1989 — 1991
Physics
Maribel Fernandez's Barclays Global Investors Experience August 1997 - May 2001
Job Assistant Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation [Formerly Investors Bank & Trust] July 2007 - Present
State Street Corp 2007 - Present
Investors Bank & Trust May 2001 - 2007
Barclays Global Investors August 1997 - May 2001
Skills
Bonds, Cross-functional Team..., Risk Management, Business Continuity, Business Continuity..., Mutual Funds, Fund Accounting, Corporate Actions, Budgets, Solution Architecture, Operational Risk..., Financial Services, CRM, Financial Risk, Settlement, SWIFT payments, Fixed Income, Global Custody, Securities, Back Office, Relationship Management
Education
UOP-MBA 2003 — 2006
MBA, Business Administration/Finance
California State University-Sacramento 1988 — 1997
BSBA
State Street Corporation [Formerly Investors Bank & Trust] July 2007 - Present
State Street Corp 2007 - Present
Investors Bank & Trust May 2001 - 2007
Barclays Global Investors August 1997 - May 2001
Skills
Bonds, Cross-functional Team..., Risk Management, Business Continuity, Business Continuity..., Mutual Funds, Fund Accounting, Corporate Actions, Budgets, Solution Architecture, Operational Risk..., Financial Services, CRM, Financial Risk, Settlement, SWIFT payments, Fixed Income, Global Custody, Securities, Back Office, Relationship Management
Education
UOP-MBA 2003 — 2006
MBA, Business Administration/Finance
California State University-Sacramento 1988 — 1997
BSBA
Tim Reidy's Barclays Global Investors Experience 2001 - December 2009
Job Managing Director, Financial Planning & Analysis (FP&A)
Industry Financial Services
Experience
BlackRock June 2012 - Present
BlackRock December 2009 - June 2012
Barclays Global Investors 2001 - December 2009
NorthPoint Communications February 1999 - December 2000
Covad Communications 1998 - 1998
Crest Advisors, LLC 1996 - 1997
Starwood Lodging Corporation 1995 - 1996
Smith Barney 1993 - 1995
Skills
Financial Modeling, Mergers, Business Strategy, Hedge Funds, Private Equity, Asset Managment, Fixed Income, Portfolio Management, Investments, Valuation, ETFs, Alternative Investments, Investment Banking, Corporate Finance, Start-ups, Mergers & Acquisitions, Business Development, Asset Management, Corporate Development, Strategic Financial..., Venture Capital, Forecasting, Finance, Analysis, Investor Relations
Education
University of California, Berkeley, Haas School of Business 1997 — 1999
MBA, Finance, Management of Technology
Dartmouth College 1989 — 1993
BA, English
Albuquerque Academy 1982 — 1989
BlackRock June 2012 - Present
BlackRock December 2009 - June 2012
Barclays Global Investors 2001 - December 2009
NorthPoint Communications February 1999 - December 2000
Covad Communications 1998 - 1998
Crest Advisors, LLC 1996 - 1997
Starwood Lodging Corporation 1995 - 1996
Smith Barney 1993 - 1995
Skills
Financial Modeling, Mergers, Business Strategy, Hedge Funds, Private Equity, Asset Managment, Fixed Income, Portfolio Management, Investments, Valuation, ETFs, Alternative Investments, Investment Banking, Corporate Finance, Start-ups, Mergers & Acquisitions, Business Development, Asset Management, Corporate Development, Strategic Financial..., Venture Capital, Forecasting, Finance, Analysis, Investor Relations
Education
University of California, Berkeley, Haas School of Business 1997 — 1999
MBA, Finance, Management of Technology
Dartmouth College 1989 — 1993
BA, English
Albuquerque Academy 1982 — 1989
Lise-Lotte Smith's Barclays Global Investors Experience May 2005 - November 2009
Job Director Credit Research, Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab August 2015 - Present
BlackRock December 2009 - July 2015
Barclays Global Investors May 2005 - November 2009
Banc One Capital Markets February 2001 - September 2002
Carnegie Investment Bank August 1999 - February 2001
Skills
Securitization, ABS, Residential Mortgages, Structured Finance, Structured Products, Credit Risk, Fixed Income, Hedge Funds, Money Market, Cash Management, ABCP, Capital Markets, Derivatives, Risk Management, Quantitative, Swedish, Teamwork, Self-directed, Volunteer Engagement, MBS
Education
Jönköping University 1995 — 1999
MSc, Business Administration, Finance
DePaul University 1998 — 1998
Charles Schwab August 2015 - Present
BlackRock December 2009 - July 2015
Barclays Global Investors May 2005 - November 2009
Banc One Capital Markets February 2001 - September 2002
Carnegie Investment Bank August 1999 - February 2001
Skills
Securitization, ABS, Residential Mortgages, Structured Finance, Structured Products, Credit Risk, Fixed Income, Hedge Funds, Money Market, Cash Management, ABCP, Capital Markets, Derivatives, Risk Management, Quantitative, Swedish, Teamwork, Self-directed, Volunteer Engagement, MBS
Education
Jönköping University 1995 — 1999
MSc, Business Administration, Finance
DePaul University 1998 — 1998
Phillip Whitter, MBA, CFA, CFP, CIM's Barclays Global Investors Experience January 2002 - March 2004
Job Assistant Vice President, Institutional Servicing at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management May 2011 - Present
Invesco Trimark November 2004 - June 2011
Fundata March 2004 - November 2004
Barclays Global Investors January 2002 - March 2004
Investors Group July 2000 - September 2001
Canada Trust June 1996 - July 2000
Skills
Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Wealth Management, Insurance, Due Diligence, Investment Advisory, ETFs, Business Development, Investment Strategies, Asset Management, Financial Services
Education
Dalhousie University
MBA
Ryerson University 1991 — 1996
Bachelor of Commerce, Economics
Seneca College of Applied Arts and Technology 1989 — 1991
accounting and finance
Seneca College of Applied Arts and Technology 1988 — 1991
CFA Institute
CFA
Canadian Securities Institute
CIM, Investment Management
Financial Planners Standards Council
CFP
CIBC Asset Management May 2011 - Present
Invesco Trimark November 2004 - June 2011
Fundata March 2004 - November 2004
Barclays Global Investors January 2002 - March 2004
Investors Group July 2000 - September 2001
Canada Trust June 1996 - July 2000
Skills
Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Wealth Management, Insurance, Due Diligence, Investment Advisory, ETFs, Business Development, Investment Strategies, Asset Management, Financial Services
Education
Dalhousie University
MBA
Ryerson University 1991 — 1996
Bachelor of Commerce, Economics
Seneca College of Applied Arts and Technology 1989 — 1991
accounting and finance
Seneca College of Applied Arts and Technology 1988 — 1991
CFA Institute
CFA
Canadian Securities Institute
CIM, Investment Management
Financial Planners Standards Council
CFP
Richard (Chip) Tatlow, CFA's Barclays Global Investors Experience 2004 - 2009
Job Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors March 2010 - Present
Barclays Global Investors 2004 - 2009
Barclays Global Investors 2002 - 2004
Barclays Global Investors 2001 - 2002
Emerald Solutions 2000 - 2001
Barclays Global Investors 1997 - 1998
Barclays Global Investors 1996 - 1997
Barclays Global Investors 1994 - 1996
Education
CFA Institute 2003 — 2005
CFA, Finance
Cornell University - Johnson Graduate School of Management 1998 — 2000
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS, Finance
Scarsdale High School
Dimensional Fund Advisors March 2010 - Present
Barclays Global Investors 2004 - 2009
Barclays Global Investors 2002 - 2004
Barclays Global Investors 2001 - 2002
Emerald Solutions 2000 - 2001
Barclays Global Investors 1997 - 1998
Barclays Global Investors 1996 - 1997
Barclays Global Investors 1994 - 1996
Education
CFA Institute 2003 — 2005
CFA, Finance
Cornell University - Johnson Graduate School of Management 1998 — 2000
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS, Finance
Scarsdale High School
Piper York's Barclays Global Investors Experience January 1998 - November 2009
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock December 2009 - Present
Barclays Global Investors January 1998 - November 2009
Education
California State University-Sacramento 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
BlackRock December 2009 - Present
Barclays Global Investors January 1998 - November 2009
Education
California State University-Sacramento 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
Reuben Codjoe's Barclays Global Investors Experience November 2007 - October 2009
Job Client Resolution Specialist at UBS Financial Services
Industry Financial Services
Experience
UBS March 2011 - Present
Northwestern Mutual July 2010 - January 2011
TD Wealth Management February 2010 - June 2010
Barclays Global Investors November 2007 - October 2009
Smith Barney March 2006 - October 2007
TD Waterhouse 2004 - 2005
Skills
Series 7, Securities, Wealth Management, Financial Services, ETFs, Financial Advisory, Series 63, Asset Management, Finance, Financial Analysis, Investments
Education
Fairfield University 1995 — 1999
Bachelor of Arts (B.A.), Psychology
UBS March 2011 - Present
Northwestern Mutual July 2010 - January 2011
TD Wealth Management February 2010 - June 2010
Barclays Global Investors November 2007 - October 2009
Smith Barney March 2006 - October 2007
TD Waterhouse 2004 - 2005
Skills
Series 7, Securities, Wealth Management, Financial Services, ETFs, Financial Advisory, Series 63, Asset Management, Finance, Financial Analysis, Investments
Education
Fairfield University 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Dana Hobson's Barclays Global Investors Experience 2000 - 2002
Job Treasury and FX for Online Payments
Industry Financial Services
Experience
Bitnet Technologies Ltd. March 2014 - Present
Visa March 2009 - March 2014
Bailard, Inc. May 2003 - March 2009
Barclays Global Investors 2000 - 2002
UBS O'Connor 1998 - 2000
Bank of America 1997 - 1998
MIT Lincoln Laboratory 1992 - 1996
MIT 1990 - 1992
Skills
Credit Cards, Payment Industry, FX Trading, FX Hedging, MCP, DCC, Hedge Funds, Portfolio Management, Equity Trading, Risk Management, Financial Modeling, Equities, Financial Analysis, Investments, Asset Management, Emerging Markets, Capital Markets, Derivatives, Financial Services, Private Equity, Asset Managment, Valuation, Investor Relations
Education
Caltech 1985 — 1990
PhD, Applied Math
Harvey Mudd College 1981 — 1985
Bachelor of Science (BS), Mathematics
Bitnet Technologies Ltd. March 2014 - Present
Visa March 2009 - March 2014
Bailard, Inc. May 2003 - March 2009
Barclays Global Investors 2000 - 2002
UBS O'Connor 1998 - 2000
Bank of America 1997 - 1998
MIT Lincoln Laboratory 1992 - 1996
MIT 1990 - 1992
Skills
Credit Cards, Payment Industry, FX Trading, FX Hedging, MCP, DCC, Hedge Funds, Portfolio Management, Equity Trading, Risk Management, Financial Modeling, Equities, Financial Analysis, Investments, Asset Management, Emerging Markets, Capital Markets, Derivatives, Financial Services, Private Equity, Asset Managment, Valuation, Investor Relations
Education
Caltech 1985 — 1990
PhD, Applied Math
Harvey Mudd College 1981 — 1985
Bachelor of Science (BS), Mathematics
Charissa Pal's Barclays Global Investors Experience February 2008 - June 2010
Job Associate Vice President at AllianceBernstein International
Industry Investment Management
Experience
AllianceBernstein May 2010 - Present
Barclays Global Investors February 2008 - June 2010
Prudential Financial November 2006 - 2008
Morgan Stanley Investment Management June 2004 - May 2006
Skills
Spanish-speaking
Education
Fairfield University 1994 — 1998
Bachelor of Science (B.S.)
AllianceBernstein May 2010 - Present
Barclays Global Investors February 2008 - June 2010
Prudential Financial November 2006 - 2008
Morgan Stanley Investment Management June 2004 - May 2006
Skills
Spanish-speaking
Education
Fairfield University 1994 — 1998
Bachelor of Science (B.S.)
Donovan Stevens's Barclays Global Investors Experience October 2000 - March 2003
Job VP Technology Transfer at iQor
Industry Computer Software
Experience
iQor September 2014 - June 2015
edX January 2014 - August 2014
Advent Software April 2008 - August 2012
IBN May 2005 - March 2008
Tenfold August 2003 - April 2005
Barclays Global Investors October 2000 - March 2003
Tenfold 1999 - 2000
Skills
Software Development, Project Management, Business Intelligence, Knowledge Management, Professional Services, Software Project..., Big Data Analytics, P&L Management, Enterprise Software, SaaS, Salesforce.com, Management, Business Analysis, Product Management, Program Management, Enterprise Architecture, Agile Methodologies, Cloud Computing, Integration, Requirements Analysis, Databases, SQL, Agile Project Management, Leadership, Process Improvement, Data Warehousing, Strategy, IT Strategy, Analytics, Portfolio Management, Training Programs, Superior Client Service, Advertising Operations, CRM
Education
Harvard University Graduate School of Education 2013 — 2015
Ed.M., Technology, Innovation, and Education
California Institute of Technology 1992 — 1996
B.S., Geology
iQor September 2014 - June 2015
edX January 2014 - August 2014
Advent Software April 2008 - August 2012
IBN May 2005 - March 2008
Tenfold August 2003 - April 2005
Barclays Global Investors October 2000 - March 2003
Tenfold 1999 - 2000
Skills
Software Development, Project Management, Business Intelligence, Knowledge Management, Professional Services, Software Project..., Big Data Analytics, P&L Management, Enterprise Software, SaaS, Salesforce.com, Management, Business Analysis, Product Management, Program Management, Enterprise Architecture, Agile Methodologies, Cloud Computing, Integration, Requirements Analysis, Databases, SQL, Agile Project Management, Leadership, Process Improvement, Data Warehousing, Strategy, IT Strategy, Analytics, Portfolio Management, Training Programs, Superior Client Service, Advertising Operations, CRM
Education
Harvard University Graduate School of Education 2013 — 2015
Ed.M., Technology, Innovation, and Education
California Institute of Technology 1992 — 1996
B.S., Geology
Rebecca Notowitz's Barclays Global Investors Experience January 1992 - August 1996
Job Accounting Supervisor at Inflection.com, Inc
Industry Accounting
Experience
Inflection July 2008 - Present
Rebecca Notowitz Bookkeeping September 2007 - June 2008
Barclays Global Investors January 1992 - August 1996
Barclays Global Investors July 1988 - December 1991
Skills
Accounting, Supervisory Skills, Start-ups, Excel, Microsoft Excel, Financial Analysis, Team Leadership, Social Media, Human Resources, Payroll, Finance, Microsoft Word, Analysis, Leadership, Forecasting, Financial Modeling
Education
Cornell University 1983 — 1988
BA, Linguistics
Inflection July 2008 - Present
Rebecca Notowitz Bookkeeping September 2007 - June 2008
Barclays Global Investors January 1992 - August 1996
Barclays Global Investors July 1988 - December 1991
Skills
Accounting, Supervisory Skills, Start-ups, Excel, Microsoft Excel, Financial Analysis, Team Leadership, Social Media, Human Resources, Payroll, Finance, Microsoft Word, Analysis, Leadership, Forecasting, Financial Modeling
Education
Cornell University 1983 — 1988
BA, Linguistics
Sven Wolf's Barclays Global Investors Experience April 2009 - April 2010
Job Associate, Client Support at Axioma Inc.
Industry Research
Experience
Axioma Inc. March 2014 - Present
BlackRock Financial Management March 2010 - March 2014
Barclays Global Investors April 2009 - April 2010
Barclays Global Investors September 2003 - March 2009
Parametric Technology Corporation August 1992 - September 2001
Skills
Equities, Portfolio Management, Investments, Fixed Income, Hedge Funds, Quantitative Analytics, Perl, Derivatives, Asset Management, SQL, SAS, Financial Modeling, Unix, Quantitative Finance
Education
Caltech
BS w/Honor, Applied Mathematics
Stanford University
PhD, Mathematics
Axioma Inc. March 2014 - Present
BlackRock Financial Management March 2010 - March 2014
Barclays Global Investors April 2009 - April 2010
Barclays Global Investors September 2003 - March 2009
Parametric Technology Corporation August 1992 - September 2001
Skills
Equities, Portfolio Management, Investments, Fixed Income, Hedge Funds, Quantitative Analytics, Perl, Derivatives, Asset Management, SQL, SAS, Financial Modeling, Unix, Quantitative Finance
Education
Caltech
BS w/Honor, Applied Mathematics
Stanford University
PhD, Mathematics
Alka Agarwal's Barclays Global Investors Experience October 2007 - March 2009
Job QA/Scrum Advisor, Volunteer and Consultant at Multiple Companies
Industry Information Technology and Services
Experience
QA July 2011 - Present
Wells Fargo March 2009 - June 2011
Barclays Global Investors October 2007 - March 2009
Wells Fargo February 2005 - March 2007
Charles Schwab June 2004 - January 2005
Fidelity Investments April 2003 - February 2004
GE Capital January 2003 - April 2003
Polaris Software Labs Ltd. September 2002 - December 2002
Education
Delhi College of Engineering 1990 — 1994
QA July 2011 - Present
Wells Fargo March 2009 - June 2011
Barclays Global Investors October 2007 - March 2009
Wells Fargo February 2005 - March 2007
Charles Schwab June 2004 - January 2005
Fidelity Investments April 2003 - February 2004
GE Capital January 2003 - April 2003
Polaris Software Labs Ltd. September 2002 - December 2002
Education
Delhi College of Engineering 1990 — 1994
Grace Yi Zhang's Barclays Global Investors Experience September 2007 - December 2009
Job Researcher at Nipun Capital
Industry Investment Management
Experience
Nipun Capital January 2012 - Present
BlackRock December 2009 - November 2011
Barclays Global Investors September 2007 - December 2009
Barclays Global Investors June 2004 - August 2007
PricewaterhouseCoopers August 1999 - July 2001
Skills
Equity Research, Data Analysis, Hedge Funds, Quantitative Analytics, Equities, Financial Modeling, Portfolio Management, Asset Managment, Quantitative Finance, Emerging Markets, Valuation, Investment Management, Investments, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2001 — 2004
M.S., Management
Peking University 1995 — 1999
B.A, English, Economics
Nipun Capital January 2012 - Present
BlackRock December 2009 - November 2011
Barclays Global Investors September 2007 - December 2009
Barclays Global Investors June 2004 - August 2007
PricewaterhouseCoopers August 1999 - July 2001
Skills
Equity Research, Data Analysis, Hedge Funds, Quantitative Analytics, Equities, Financial Modeling, Portfolio Management, Asset Managment, Quantitative Finance, Emerging Markets, Valuation, Investment Management, Investments, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2001 — 2004
M.S., Management
Peking University 1995 — 1999
B.A, English, Economics
Brian Lysiak's Barclays Global Investors Experience July 2008 - July 2010
Job Director, Fixed Income
Industry Capital Markets
Experience
BlackRock July 2010 - Present
Barclays Global Investors July 2008 - July 2010
Banc of America Securities January 2007 - November 2007
Banc of America Securities December 2003 - January 2007
Bank of America March 2003 - December 2003
Bank of America July 2002 - March 2003
Education
Columbia University in the City of New York 1998 — 2002
B.A., Economics
BlackRock July 2010 - Present
Barclays Global Investors July 2008 - July 2010
Banc of America Securities January 2007 - November 2007
Banc of America Securities December 2003 - January 2007
Bank of America March 2003 - December 2003
Bank of America July 2002 - March 2003
Education
Columbia University in the City of New York 1998 — 2002
B.A., Economics
Cheryl Woodford's Barclays Global Investors Experience 1998 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Barclays Global Investors 1998 - 2006
porzio, bromberg & newman 1993 - 1995
Education
Drew University 1989 — 1993
Barclays Global Investors 1998 - 2006
porzio, bromberg & newman 1993 - 1995
Education
Drew University 1989 — 1993
Gail Berman's Barclays Global Investors Experience April 2008 - December 2009
Job Senior Business Analyst at BlackRock
Industry Investment Management
Experience
BlackRock December 2009 - Present
Barclays Global Investors April 2008 - December 2009
Workforce Logic @ BGI July 2006 - March 2008
Charles Schwab 1998 - 2006
Skills
Business Requirements, Business Analysis, Data Analysis, Visio, Requirements Gathering, Analysis, Business Intelligence, Requirements Analysis, Process Improvement, SDLC, Data Warehousing, Agile Methodologies, Data Modeling, Financial Services, Program Management, Business Process
Education
Colorado State University
BS, Mathematics
BlackRock December 2009 - Present
Barclays Global Investors April 2008 - December 2009
Workforce Logic @ BGI July 2006 - March 2008
Charles Schwab 1998 - 2006
Skills
Business Requirements, Business Analysis, Data Analysis, Visio, Requirements Gathering, Analysis, Business Intelligence, Requirements Analysis, Process Improvement, SDLC, Data Warehousing, Agile Methodologies, Data Modeling, Financial Services, Program Management, Business Process
Education
Colorado State University
BS, Mathematics
James Raby's Barclays Global Investors Experience August 2008 - November 2009
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock December 2009 - Present
Barclays Global Investors August 2008 - November 2009
Barclays Capital January 2005 - August 2008
Booz Allen Hamilton February 1997 - December 2004
Education
Columbia University - Columbia Business School 2000 — 2002
University of Melbourne 1992 — 1997
BEng BComm, Chemical Engineering/Commerce
BlackRock December 2009 - Present
Barclays Global Investors August 2008 - November 2009
Barclays Capital January 2005 - August 2008
Booz Allen Hamilton February 1997 - December 2004
Education
Columbia University - Columbia Business School 2000 — 2002
University of Melbourne 1992 — 1997
BEng BComm, Chemical Engineering/Commerce
Adam Sennott's Barclays Global Investors Experience April 2008 - November 2009
Job SAN Engineer at BlackRock
Industry Investment Management
Experience
BlackRock April 2008 - Present
Barclays Global Investors April 2008 - November 2009
EDS May 2003 - April 2008
Skills
Storage Area Networks, SAN, Service Delivery, Disaster Recovery, Clariion, Brocade, Netbackup, VMware, NAS, NetApp
Education
Coleman College 2001 — 2002
Network Technology, Information Technology
University of California, San Diego 1996 — 2000
BlackRock April 2008 - Present
Barclays Global Investors April 2008 - November 2009
EDS May 2003 - April 2008
Skills
Storage Area Networks, SAN, Service Delivery, Disaster Recovery, Clariion, Brocade, Netbackup, VMware, NAS, NetApp
Education
Coleman College 2001 — 2002
Network Technology, Information Technology
University of California, San Diego 1996 — 2000
Charles M. C. Lee's Barclays Global Investors Experience July 2008 - July 2009
Job Moghadam Family Professor of Management and Professor of Accounting at Stanford Graduate School of Business
Industry Higher Education
Experience
Stanford Graduate School of Business June 2015 - Present
Nipun Capital, LLC October 2011 - Present
Stanford Graduate School of Business July 2009 - May 2015
Guanghua School of Management, Peking University July 2003 - December 2012
Bosera Asset Management Co. September 2009 - August 2011
Barclays Global Investors July 2008 - July 2009
Barclays Global Investors July 2004 - July 2008
Cornell University July 1996 - June 2007
Skills
Investments, Equities, Hedge Funds, Economics, Equity Research, Valuation, Financial Modeling, Emerging Markets, Asset Management, Financial Analysis, Private Equity, Corporate Finance, Quantitative Finance, Portfolio Management, Finance, Business Strategy, Venture Capital, Due Diligence, Asset Managment, Alternative Investments, Management, Capital Markets, Quantitative Analytics, Management Consulting, Fixed Income, University Teaching, Higher Education, Forensic Accounting, Research
Education
Cornell University - S.C. Johnson Graduate School of Management 1986 — 1990
MBA, PhD, Management
University of Waterloo 1976 — 1981
B Math, Mathematics and Accounting
Stanford Graduate School of Business June 2015 - Present
Nipun Capital, LLC October 2011 - Present
Stanford Graduate School of Business July 2009 - May 2015
Guanghua School of Management, Peking University July 2003 - December 2012
Bosera Asset Management Co. September 2009 - August 2011
Barclays Global Investors July 2008 - July 2009
Barclays Global Investors July 2004 - July 2008
Cornell University July 1996 - June 2007
Skills
Investments, Equities, Hedge Funds, Economics, Equity Research, Valuation, Financial Modeling, Emerging Markets, Asset Management, Financial Analysis, Private Equity, Corporate Finance, Quantitative Finance, Portfolio Management, Finance, Business Strategy, Venture Capital, Due Diligence, Asset Managment, Alternative Investments, Management, Capital Markets, Quantitative Analytics, Management Consulting, Fixed Income, University Teaching, Higher Education, Forensic Accounting, Research
Education
Cornell University - S.C. Johnson Graduate School of Management 1986 — 1990
MBA, PhD, Management
University of Waterloo 1976 — 1981
B Math, Mathematics and Accounting
Elizabeth Iriarte's Barclays Global Investors Experience 1995 - 1996
Job Vice President at State Street
Industry Financial Services
Experience
State Street Vice PresidentState Street Bank2006 - Present
State Street 1997 - Present
State Street Bank (Formerly Investors Bank) 1997 - Present
Investors Bank and Trust 2005 - 2007
Franklin Templeton Investments 1993 - 1997
Barclays Global Investors 1995 - 1996
Barclays Global Investors 1995 - 1996
Skills
Securities Lending, Corporate Actions, Back Office, Settlement, Middle Office, Operations Management, Settlements, Risk Management, Strategic Planning, Global Custody, Fixed Income, Securities, Equities, Mutual Funds, Client Service, Derivatives, Payments, Investments, Business Analysis, Hedge Funds, FX Options, Financial Markets, SWIFT payments, Financial Services, Collateral Management, Capital Markets, Relationship Management, Trading Systems, Bloomberg
Education
California State University-Sacramento 1992 — 1997
State Street Vice PresidentState Street Bank2006 - Present
State Street 1997 - Present
State Street Bank (Formerly Investors Bank) 1997 - Present
Investors Bank and Trust 2005 - 2007
Franklin Templeton Investments 1993 - 1997
Barclays Global Investors 1995 - 1996
Barclays Global Investors 1995 - 1996
Skills
Securities Lending, Corporate Actions, Back Office, Settlement, Middle Office, Operations Management, Settlements, Risk Management, Strategic Planning, Global Custody, Fixed Income, Securities, Equities, Mutual Funds, Client Service, Derivatives, Payments, Investments, Business Analysis, Hedge Funds, FX Options, Financial Markets, SWIFT payments, Financial Services, Collateral Management, Capital Markets, Relationship Management, Trading Systems, Bloomberg
Education
California State University-Sacramento 1992 — 1997
Scott Shaffer's Barclays Global Investors Experience January 2001 - March 2005
Job Computational Biologist and Consultant
Industry Research
Experience
Massachusetts Institute of Technology (MIT) March 2015 - Present
Tipplerow Consulting LLC March 2015 - Present
Sensato Investors August 2009 - March 2015
Menta Capital January 2008 - July 2009
SAC Capital March 2005 - December 2007
Barclays Global Investors January 2001 - March 2005
Rapt July 2000 - December 2000
Iris Financial October 1997 - June 2000
SEI Information Technology July 1996 - September 1997
University of Southern California September 1993 - June 1996
Skills
R, Portfolio Management, SQL, Quantitative Finance, Monte Carlo Simulation, Portfolio Optimization, Statistics, Hedge Funds, Trading Strategies, C++, Statistical Arbitrage, Equities, Python
Education
University of California, Berkeley 1988 — 1993
PhD, Chemical Engineering
Carnegie Mellon University 1984 — 1988
BS, Chemical Engineering
Massachusetts Institute of Technology (MIT) March 2015 - Present
Tipplerow Consulting LLC March 2015 - Present
Sensato Investors August 2009 - March 2015
Menta Capital January 2008 - July 2009
SAC Capital March 2005 - December 2007
Barclays Global Investors January 2001 - March 2005
Rapt July 2000 - December 2000
Iris Financial October 1997 - June 2000
SEI Information Technology July 1996 - September 1997
University of Southern California September 1993 - June 1996
Skills
R, Portfolio Management, SQL, Quantitative Finance, Monte Carlo Simulation, Portfolio Optimization, Statistics, Hedge Funds, Trading Strategies, C++, Statistical Arbitrage, Equities, Python
Education
University of California, Berkeley 1988 — 1993
PhD, Chemical Engineering
Carnegie Mellon University 1984 — 1988
BS, Chemical Engineering
Jermaine Pierre's Barclays Global Investors Experience August 2007 - December 2009
Job Director at Blackrock Financial Management
Industry Investment Management
Experience
BlackRock October 2012 - Present
BlackRock Financial Management December 2009 - Present
Barclays Global Investors August 2007 - December 2009
BGI August 2007 - December 2008
CalPERS January 2006 - August 2007
Mellon Capital Management August 2004 - January 2006
Merrill Lynch June 2000 - November 2002
Citibank (Banamex USA) 1995 - 1998
Skills
Alternative Investments, Asset Allocation, Cash Management
Education
Columbia University - Columbia Business School 1998 — 2000
Howard University 1990 — 1994
BBA, Finance
BlackRock October 2012 - Present
BlackRock Financial Management December 2009 - Present
Barclays Global Investors August 2007 - December 2009
BGI August 2007 - December 2008
CalPERS January 2006 - August 2007
Mellon Capital Management August 2004 - January 2006
Merrill Lynch June 2000 - November 2002
Citibank (Banamex USA) 1995 - 1998
Skills
Alternative Investments, Asset Allocation, Cash Management
Education
Columbia University - Columbia Business School 1998 — 2000
Howard University 1990 — 1994
BBA, Finance
Jonathan Nunez's Barclays Global Investors Experience 2008 - 2008
Job Associate Partner
Industry Management Consulting
Experience
McKinsey & Company September 2009 - Present
Barclays Global Investors 2008 - 2008
McKinsey & Company 2005 - 2007
PepsiCo 2004 - 2005
Skills
Emerging Markets, Valuation, Strategic Consulting, Management Consulting, Financial Modeling, Acquisition Integration, Strategy, Corporate Finance, Due Diligence, Strategic Planning, Media, Business Strategy, Consumer Package Goods, DCF, Growth Strategies, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Management
Instituto Tecnológico Autónomo de México 1999 — 2004
Computer Engineering, BA
McKinsey & Company September 2009 - Present
Barclays Global Investors 2008 - 2008
McKinsey & Company 2005 - 2007
PepsiCo 2004 - 2005
Skills
Emerging Markets, Valuation, Strategic Consulting, Management Consulting, Financial Modeling, Acquisition Integration, Strategy, Corporate Finance, Due Diligence, Strategic Planning, Media, Business Strategy, Consumer Package Goods, DCF, Growth Strategies, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Management
Instituto Tecnológico Autónomo de México 1999 — 2004
Computer Engineering, BA
Rachel O'Gorman's Barclays Global Investors Experience 1998 - 2004
Job VDI evangelist
Industry Computer Software
Experience
Autodesk March 2012 - Present
Autodesk April 2007 - Present
Autodesk July 2010 - February 2012
North Andaman Tsunami Relief January 2004 - May 2006
Barclays Global Investors 1998 - 2004
Skills
Cloud Computing, Virtualization, Windows, Team Leadership, IT Management, Active Directory, VMware, Data Center, Unix, SQL
Education
Sonoma State University 2006 — 2007
Green Building Certificate, Sustainability, Certificate
Dublin City University 1995 — 1999
Autodesk March 2012 - Present
Autodesk April 2007 - Present
Autodesk July 2010 - February 2012
North Andaman Tsunami Relief January 2004 - May 2006
Barclays Global Investors 1998 - 2004
Skills
Cloud Computing, Virtualization, Windows, Team Leadership, IT Management, Active Directory, VMware, Data Center, Unix, SQL
Education
Sonoma State University 2006 — 2007
Green Building Certificate, Sustainability, Certificate
Dublin City University 1995 — 1999
Dan Costello's Barclays Global Investors Experience April 1997 - December 1999
Job Global Portfolio Sales & Trading
Industry Financial Services
Experience
UBS Investment Bank February 2012 - Present
Instinet Incorporated June 2009 - January 2012
Merrill Lynch February 2003 - June 2009
Charles Schwab - Epoch Partners May 2000 - February 2003
NationsBanc Montgomery - Banc of America Securities January 1999 - April 2000
Barclays Global Investors April 1997 - December 1999
Skills
Hedge Funds, Equities, Trading Systems, Bloomberg, Trading, Derivatives, Capital Markets, Asset Management, Investments, Equity Trading, Global Management, Vendor Management, Business Development, Electronic Trading, Client Services, Client Relations, ETFs, Alternative Investments, Operations Management, Customer Relations, Mutual Funds
Education
College of Mount Saint Vincent
Bachelor's Degree, Business Administration
HS Archbishop Stepinac, White Plains, NY
UBS Investment Bank February 2012 - Present
Instinet Incorporated June 2009 - January 2012
Merrill Lynch February 2003 - June 2009
Charles Schwab - Epoch Partners May 2000 - February 2003
NationsBanc Montgomery - Banc of America Securities January 1999 - April 2000
Barclays Global Investors April 1997 - December 1999
Skills
Hedge Funds, Equities, Trading Systems, Bloomberg, Trading, Derivatives, Capital Markets, Asset Management, Investments, Equity Trading, Global Management, Vendor Management, Business Development, Electronic Trading, Client Services, Client Relations, ETFs, Alternative Investments, Operations Management, Customer Relations, Mutual Funds
Education
College of Mount Saint Vincent
Bachelor's Degree, Business Administration
HS Archbishop Stepinac, White Plains, NY
Derek Schaeffer's Barclays Global Investors Experience May 2007 - December 2009
Job Researcher/Portfolio Manager at Kepos Capital
Industry Investment Management
Experience
Kepos Capital July 2010 - Present
BlackRock December 2009 - May 2010
Barclays Global Investors May 2007 - December 2009
Citadel Invesment Group August 2004 - March 2007
Skills
Hedge Funds, Fixed Income, Derivatives, Quantitative Research, Trading Strategies, Interest Rate..., Statistical Arbitrage, Quantitative Analytics, Quantitative Investing, Portfolio Optimization, Quantitative Finance, Time Series Analysis, Econometrics, Statistical Modeling, Global Macro
Education
Claremont Graduate University 2000 — 2005
Ph.D., Economics
Claremont Graduate University 2001 — 2003
MS, Mathematics
San Diego State University-California State University 1993 — 1997
BS, Finance
Kepos Capital July 2010 - Present
BlackRock December 2009 - May 2010
Barclays Global Investors May 2007 - December 2009
Citadel Invesment Group August 2004 - March 2007
Skills
Hedge Funds, Fixed Income, Derivatives, Quantitative Research, Trading Strategies, Interest Rate..., Statistical Arbitrage, Quantitative Analytics, Quantitative Investing, Portfolio Optimization, Quantitative Finance, Time Series Analysis, Econometrics, Statistical Modeling, Global Macro
Education
Claremont Graduate University 2000 — 2005
Ph.D., Economics
Claremont Graduate University 2001 — 2003
MS, Mathematics
San Diego State University-California State University 1993 — 1997
BS, Finance
Katie (Pettis) Geoghegan's Barclays Global Investors Experience July 2000 - March 2003
Job Curriculum Coordinator EMBA Program at University of Michigan Ross School of Business
Industry Higher Education
Experience
University of Michigan Ross School of Business April 2012 - Present
Millen Capital March 2007 - May 2010
Rensburg Sheppards June 2005 - March 2007
Rensburg Sheppards June 2005 - March 2006
Royal Bank of Scotland June 2004 - March 2005
Barclays Global Investors July 2000 - March 2003
Barclays Global Investors June 1998 - July 2000
State Farm Insurance 1994 - 1998
Skills
Program Management, Equities, Fixed Income, Project Management, Risk Management, Business Analysis, Analysis, Financial Analysis, Leadership, CRM, Strategy
Education
California State University-Sacramento 1989 — 1993
Bachelor of Arts, Anthropology
University of Paris 1991 — 1992
French Language Study
University of Michigan Ross School of Business April 2012 - Present
Millen Capital March 2007 - May 2010
Rensburg Sheppards June 2005 - March 2007
Rensburg Sheppards June 2005 - March 2006
Royal Bank of Scotland June 2004 - March 2005
Barclays Global Investors July 2000 - March 2003
Barclays Global Investors June 1998 - July 2000
State Farm Insurance 1994 - 1998
Skills
Program Management, Equities, Fixed Income, Project Management, Risk Management, Business Analysis, Analysis, Financial Analysis, Leadership, CRM, Strategy
Education
California State University-Sacramento 1989 — 1993
Bachelor of Arts, Anthropology
University of Paris 1991 — 1992
French Language Study
Kellie Hodge's Barclays Global Investors Experience May 1999 - April 2000
Job Systems for Humans
Industry Information Technology and Services
Experience
Spring Studio December 2013 - Present
Hylo August 2012 - June 2013
Shadow Election USA February 2012 - July 2012
Mission Markets November 2011 - January 2012
First Republic Bank December 2010 - August 2011
Fitch Ratings June 2002 - July 2008
Barclays Global Investors May 1999 - April 2000
Skills
Information Technology, Start-ups, Strategic Planning, User-centered Design, Social Networking..., Design Research, Change Management, Organizational..., Project Management, Mergers & Acquisitions, Social Entrepreneurship, Persuasive Design, Persuasive Presentations, Cross-functional Team...
Education
London School of Economics and Political Science 2008 — 2010
Master of Science, Organizational and Social Psychology
City University (GB) 2006 — 2007
Academic credits towards MSc, Human-Centered Systems
Goldsmiths College, U. of London 2000 — 2005
Bachelor of Arts (Honours), Social Anthropology
Spring Studio December 2013 - Present
Hylo August 2012 - June 2013
Shadow Election USA February 2012 - July 2012
Mission Markets November 2011 - January 2012
First Republic Bank December 2010 - August 2011
Fitch Ratings June 2002 - July 2008
Barclays Global Investors May 1999 - April 2000
Skills
Information Technology, Start-ups, Strategic Planning, User-centered Design, Social Networking..., Design Research, Change Management, Organizational..., Project Management, Mergers & Acquisitions, Social Entrepreneurship, Persuasive Design, Persuasive Presentations, Cross-functional Team...
Education
London School of Economics and Political Science 2008 — 2010
Master of Science, Organizational and Social Psychology
City University (GB) 2006 — 2007
Academic credits towards MSc, Human-Centered Systems
Goldsmiths College, U. of London 2000 — 2005
Bachelor of Arts (Honours), Social Anthropology
Jordan Falk's Barclays Global Investors Experience February 2009 - August 2009
Job Vice President IOO Implementation at Northern Trust
Industry Capital Markets
Experience
Northern Trust November 2013 - Present
Eze Software Group November 2011 - November 2013
Northern Trust April 2011 - November 2011
Structural Investment Management August 2009 - September 2010
Barclays Global Investors February 2009 - August 2009
Fisher Investments July 2008 - January 2009
Fisher Investments June 2007 - July 2008
Fisher Investments July 2006 - June 2007
Skills
Trading Systems, Bloomberg, SQL, Risk Management, VBA, Process Improvement, Microsoft Excel, Charles River IMS, Analysis, Commodity, Eze Castle, Financial Services, Access, Excel, Data Management, Market Data, Trading, Equities, Portfolio Management, Fixed Income, Investments
Education
Colorado College 2002 — 2006
BA, Mathematical Economics
Northern Trust November 2013 - Present
Eze Software Group November 2011 - November 2013
Northern Trust April 2011 - November 2011
Structural Investment Management August 2009 - September 2010
Barclays Global Investors February 2009 - August 2009
Fisher Investments July 2008 - January 2009
Fisher Investments June 2007 - July 2008
Fisher Investments July 2006 - June 2007
Skills
Trading Systems, Bloomberg, SQL, Risk Management, VBA, Process Improvement, Microsoft Excel, Charles River IMS, Analysis, Commodity, Eze Castle, Financial Services, Access, Excel, Data Management, Market Data, Trading, Equities, Portfolio Management, Fixed Income, Investments
Education
Colorado College 2002 — 2006
BA, Mathematical Economics
Kenneth Hui's Barclays Global Investors Experience January 2009 - November 2009
Job Investment Professional
Industry Investment Management
Experience
Nipun Capital LLC October 2011 - Present
BlackRock December 2009 - December 2010
Barclays Global Investors January 2009 - November 2009
Barclays Global Investors January 2008 - December 2008
Barclays Global Investors January 2007 - December 2007
Barclays Global Investors January 2003 - December 2006
Barclays Global Investors September 1999 - December 2002
Barra August 1992 - August 1999
Education
California Institute of Technology
BS, Physics
Massachusetts Institute of Technology
PhD, Physics
Nipun Capital LLC October 2011 - Present
BlackRock December 2009 - December 2010
Barclays Global Investors January 2009 - November 2009
Barclays Global Investors January 2008 - December 2008
Barclays Global Investors January 2007 - December 2007
Barclays Global Investors January 2003 - December 2006
Barclays Global Investors September 1999 - December 2002
Barra August 1992 - August 1999
Education
California Institute of Technology
BS, Physics
Massachusetts Institute of Technology
PhD, Physics
Marc Price's Barclays Global Investors Experience November 1998 - December 2000
Job Managing Director at Scotiabank Global Banking and Markets
Industry Capital Markets
Experience
Scotiabank Global Banking and Markets December 2013 - Present
Scotiabank Global Banking and Markets January 2001 - December 2013
Barclays Global Investors November 1998 - December 2000
Barra October 1995 - October 1998
Skills
Capital Markets, Fixed Income
Education
Concordia University 1994 — 1995
M. Sc. Administration, Finance
Université Laval 1990 — 1993
BBA, Finance
Scotiabank Global Banking and Markets December 2013 - Present
Scotiabank Global Banking and Markets January 2001 - December 2013
Barclays Global Investors November 1998 - December 2000
Barra October 1995 - October 1998
Skills
Capital Markets, Fixed Income
Education
Concordia University 1994 — 1995
M. Sc. Administration, Finance
Université Laval 1990 — 1993
BBA, Finance
Noel Magrini Schiavo's Barclays Global Investors Experience 2006 - 2008
Job Financial Services Executive | Business Leadership | Strategic Product Development | Operational & Risk Management
Industry Financial Services
Experience
BlackRock 2013 - 2015
BlackRock (formerly Barclays Global Investors) 2008 - 2013
Barclays Global Investors 2006 - 2008
Barclays Global Investors 2004 - 2006
State Street (formerly Investors Bank & Trust) 2001 - 2004
Skills
Asset Management, Equities, Financial Services, Fixed Income, Corporate Actions, Capital Markets, Portfolio Management, Derivatives, Hedge Funds, Investments, Finance, Securities, Securities Lending, Leadership, Operations Management, Risk Management, Product Development, Program Management, Budget Management, Team Building, Process Improvement, Change Management, Talent Management, Management, Strategy
Education
California State University-Sacramento
Bachelor of Science (BS), Business Administration - Accounting
BlackRock 2013 - 2015
BlackRock (formerly Barclays Global Investors) 2008 - 2013
Barclays Global Investors 2006 - 2008
Barclays Global Investors 2004 - 2006
State Street (formerly Investors Bank & Trust) 2001 - 2004
Skills
Asset Management, Equities, Financial Services, Fixed Income, Corporate Actions, Capital Markets, Portfolio Management, Derivatives, Hedge Funds, Investments, Finance, Securities, Securities Lending, Leadership, Operations Management, Risk Management, Product Development, Program Management, Budget Management, Team Building, Process Improvement, Change Management, Talent Management, Management, Strategy
Education
California State University-Sacramento
Bachelor of Science (BS), Business Administration - Accounting
Danielle Girard's Barclays Global Investors Experience 1996 - 2003
Job Awardwinning Suspense Author and Freelance Technical Writer
Industry Writing and Editing
Experience
DanielleGirard.com January 2000 - Present
Self-Employed Freelance Technical Writer January 2011 - Present
RightNow March 2011 - January 2012
Barclays Global Investors 1996 - 2003
Skills
Technical Writing, Editing, Books, Public Speaking, Blogging, Publishing, Copy Editing, Creative Writing, Journalism, Social Media, Research, Editorial, Teaching, Proofreading, Grant Writing, Newsletters, Literature, Copywriting, Web Content, Publications, Press Releases, Magazines, Facebook, Corporate Communications, Strategic Communications, Storytelling, Public Relations, Social Media Marketing, Ghostwriting, Nonprofits, Fiction Writing, Non-fiction, Adobe Creative Suite, Fiction, Novels, Content Strategy, Freelance Writing, Published Author, Content Management, Online Marketing, Film, SEO, Video, Email Marketing, Marketing Communications, Video Production, Screenwriting, Fundraising, Advertising
Education
Queens University of Charlotte 2006 — 2008
Master of Fine Arts (MFA)
Cornell University 1988 — 1992
Bachelor of Arts (B.A.)
DanielleGirard.com January 2000 - Present
Self-Employed Freelance Technical Writer January 2011 - Present
RightNow March 2011 - January 2012
Barclays Global Investors 1996 - 2003
Skills
Technical Writing, Editing, Books, Public Speaking, Blogging, Publishing, Copy Editing, Creative Writing, Journalism, Social Media, Research, Editorial, Teaching, Proofreading, Grant Writing, Newsletters, Literature, Copywriting, Web Content, Publications, Press Releases, Magazines, Facebook, Corporate Communications, Strategic Communications, Storytelling, Public Relations, Social Media Marketing, Ghostwriting, Nonprofits, Fiction Writing, Non-fiction, Adobe Creative Suite, Fiction, Novels, Content Strategy, Freelance Writing, Published Author, Content Management, Online Marketing, Film, SEO, Video, Email Marketing, Marketing Communications, Video Production, Screenwriting, Fundraising, Advertising
Education
Queens University of Charlotte 2006 — 2008
Master of Fine Arts (MFA)
Cornell University 1988 — 1992
Bachelor of Arts (B.A.)
Bianca Kolonusz-Partee's Barclays Global Investors Experience June 2007 - April 2009
Job Designer at Trope Group
Industry Furniture
Experience
Trope Group, Inc. October 2010 - Present
Office of Court Construction and Management June 2010 - October 2010
Timbuk2 January 2010 - February 2010
Barclays Global Investors June 2007 - April 2009
Timbuk2 2007 - 2007
Hogue and Associates 2003 - 2005
Hogue and Associates 2000 - 2003
Hogue and Associates 1999 - 2000
Skills
Furniture, AutoCAD, Space Planning, Interior Design, Design Research, SketchUp, FF&E, Color Theory, Sketching, Photoshop, Drawing, Strategic Planning, Residential Design, Interior Architecture, Illustrator, InDesign, New Business Development, Project Management, 3D Studio Max, Space planning, 3D visualization, Art, Fine Art, Collage, Construction, Systems Furniture, Finish
Education
Herman Miller Peak Certification 2012 — 2012
Claremont Graduate University 2005 — 2007
MFA, Painting/Drawing
Mount Holyoke College 1993 — 1997
BA, Major: Studio Art/ Minor: English
Trope Group, Inc. October 2010 - Present
Office of Court Construction and Management June 2010 - October 2010
Timbuk2 January 2010 - February 2010
Barclays Global Investors June 2007 - April 2009
Timbuk2 2007 - 2007
Hogue and Associates 2003 - 2005
Hogue and Associates 2000 - 2003
Hogue and Associates 1999 - 2000
Skills
Furniture, AutoCAD, Space Planning, Interior Design, Design Research, SketchUp, FF&E, Color Theory, Sketching, Photoshop, Drawing, Strategic Planning, Residential Design, Interior Architecture, Illustrator, InDesign, New Business Development, Project Management, 3D Studio Max, Space planning, 3D visualization, Art, Fine Art, Collage, Construction, Systems Furniture, Finish
Education
Herman Miller Peak Certification 2012 — 2012
Claremont Graduate University 2005 — 2007
MFA, Painting/Drawing
Mount Holyoke College 1993 — 1997
BA, Major: Studio Art/ Minor: English
Delia Cooper's Barclays Global Investors Experience 2000 - 2003
Job Commercial Real Estate Analyst / Loan Closer
Industry Real Estate
Experience
Preferred Capital Advisors 2005 - Present
LaSalle Investment Management 2003 - 2005
Barclays Global Investors 2000 - 2003
Education
California State University-Sacramento 1995 — 2000
B.S., Business - Finance
Preferred Capital Advisors 2005 - Present
LaSalle Investment Management 2003 - 2005
Barclays Global Investors 2000 - 2003
Education
California State University-Sacramento 1995 — 2000
B.S., Business - Finance
Terry Buckley, CFA's Barclays Global Investors Experience 1996 - 1999
Job Institutional Asset Management Sales
Industry Investment Management
Experience
TIAA-CREF, TC Asset Management July 2010 - June 2014
Franklin Templeton Investments 1999 - 2009
Barclays Global Investors 1996 - 1999
Fisher Investments 1993 - 1995
Skills
Sales, Client Services, Equities, Fixed Income, Institutional..., Management, Marketing, Series 7, Series 63
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA, Finance Emphasis
Washington State University - College of Business and Economics 1978 — 1981
BA, Finance
TIAA-CREF, TC Asset Management July 2010 - June 2014
Franklin Templeton Investments 1999 - 2009
Barclays Global Investors 1996 - 1999
Fisher Investments 1993 - 1995
Skills
Sales, Client Services, Equities, Fixed Income, Institutional..., Management, Marketing, Series 7, Series 63
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA, Finance Emphasis
Washington State University - College of Business and Economics 1978 — 1981
BA, Finance
James Wylie's Barclays Global Investors Experience January 1994 - December 1997
Job Asset Management Executive
Industry Financial Services
Experience
Newton Capital Management February 2014 - August 2015
Turner Investment Partners September 2010 - October 2013
Acadian Asset Management September 2002 - June 2010
Pilgrim Baxter & Company February 2000 - September 2002
The Blackstone Group January 1998 - February 2000
Barclays Global Investors January 1994 - December 1997
Salomon Brothers July 1991 - December 1993
Skills
Fixed Income, Marketing, Hedge Funds, Alternative Investments, Series 7, Equities, Global Marketing, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Derivatives, Private Equity, Business Development, Investment Management, Emerging Markets, Sales Management, Asset Management, Marketing Strategy, Equity Research, Institutional..., Portfolio Management, Bloomberg, Securities, Series 63, Capital Markets, Valuation, Trading, ETFs, Financial Services, Wealth Management, Investment Advisory, Financial Markets
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Colgate University 1982 — 1986
BA
Newton Capital Management February 2014 - August 2015
Turner Investment Partners September 2010 - October 2013
Acadian Asset Management September 2002 - June 2010
Pilgrim Baxter & Company February 2000 - September 2002
The Blackstone Group January 1998 - February 2000
Barclays Global Investors January 1994 - December 1997
Salomon Brothers July 1991 - December 1993
Skills
Fixed Income, Marketing, Hedge Funds, Alternative Investments, Series 7, Equities, Global Marketing, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Derivatives, Private Equity, Business Development, Investment Management, Emerging Markets, Sales Management, Asset Management, Marketing Strategy, Equity Research, Institutional..., Portfolio Management, Bloomberg, Securities, Series 63, Capital Markets, Valuation, Trading, ETFs, Financial Services, Wealth Management, Investment Advisory, Financial Markets
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Colgate University 1982 — 1986
BA
Andrew Van Zant's Barclays Global Investors Experience November 1999 - October 2003
Job Project Management
Industry Information Technology and Services
Experience
CGI 2011 - Present
PrO Unlimited September 2009 - February 2011
Franklin Templeton Investments 2010 - 2011
G.V. Inc July 2006 - September 2009
E*TRADE Financial February 2004 - July 2006
Barclays Global Investors November 1999 - October 2003
Education
California State University-Sacramento 1993 — 1995
B.S., Finance
University of Phoenix
MBA, Business
CGI 2011 - Present
PrO Unlimited September 2009 - February 2011
Franklin Templeton Investments 2010 - 2011
G.V. Inc July 2006 - September 2009
E*TRADE Financial February 2004 - July 2006
Barclays Global Investors November 1999 - October 2003
Education
California State University-Sacramento 1993 — 1995
B.S., Finance
University of Phoenix
MBA, Business
Elizabeth O'Neil's Barclays Global Investors Experience 2006 - 2006
Job Senior Producer at Bloomberg
Industry Broadcast Media
Experience
Fox Business Network September 2013 - Present
Bloomberg July 2011 - July 2013
CNBC August 2006 - June 2011
Barclays Global Investors 2006 - 2006
Skills
Video Production, Television, Broadcast, Journalism, New Media, Breaking News, Avid, Storytelling, Broadcast Journalism, Content Strategy, Final Cut Pro
Education
University of Pennsylvania 2002 — 2006
BA, Anthro & Spanish
Choate Rosemary Hall 1998 — 2002
Fox Business Network September 2013 - Present
Bloomberg July 2011 - July 2013
CNBC August 2006 - June 2011
Barclays Global Investors 2006 - 2006
Skills
Video Production, Television, Broadcast, Journalism, New Media, Breaking News, Avid, Storytelling, Broadcast Journalism, Content Strategy, Final Cut Pro
Education
University of Pennsylvania 2002 — 2006
BA, Anthro & Spanish
Choate Rosemary Hall 1998 — 2002
Jason Leake's Barclays Global Investors Experience November 1998 - January 2001
Job Sr. Manager Global Investment Control
Industry Financial Services
Experience
Capital Group July 2014 - Present
State Street Bank July 2007 - June 2014
Investors Bank & Trust January 2001 - July 2007
Barclays Global Investors November 1998 - January 2001
Skills
Derivatives, Fixed Income, Middle Office, Credit Derivatives, Collateral Management, Business Analysis, Relationship Management, Interest Rate..., SWIFT payments, Process Improvement, Back Office, Equities, Hedge Funds, Bloomberg, Securities, Capital Markets, FX Options, Financial Markets, Settlement, Mutual Funds, Asset Management, Investments, Swaps, Financial Services, Corporate Actions
Education
California State University-Sacramento 1995 — 1998
Bachelor of Science (BS), Finance
Capital Group July 2014 - Present
State Street Bank July 2007 - June 2014
Investors Bank & Trust January 2001 - July 2007
Barclays Global Investors November 1998 - January 2001
Skills
Derivatives, Fixed Income, Middle Office, Credit Derivatives, Collateral Management, Business Analysis, Relationship Management, Interest Rate..., SWIFT payments, Process Improvement, Back Office, Equities, Hedge Funds, Bloomberg, Securities, Capital Markets, FX Options, Financial Markets, Settlement, Mutual Funds, Asset Management, Investments, Swaps, Financial Services, Corporate Actions
Education
California State University-Sacramento 1995 — 1998
Bachelor of Science (BS), Finance
Beth Berl Nevarez's Barclays Global Investors Experience April 2006 - September 2010
Job Portfolio Implementation & Design at BlackRock
Industry Financial Services
Experience
BlackRock September 2010 - Present
Barclays Global Investors April 2006 - September 2010
Barclays Global Investors February 2005 - April 2006
Merriman Curhan Ford & Co. September 2003 - April 2005
Seneca Capital Management/Conifer Securities March 1998 - January 2002
Skills
Series 7, Series 63, Series 24, Trading, Loans, Derivatives, Financial Risk, Fixed Income, Equities, Management, Portfolio Management, Investment Banking
Education
Dominican University of California 2001 — 2003
Master of Business Administration (MBA), Strategic Product Mgmt.
Dominican University of California
Bachelor of Arts (B.A.), Psychology
BlackRock September 2010 - Present
Barclays Global Investors April 2006 - September 2010
Barclays Global Investors February 2005 - April 2006
Merriman Curhan Ford & Co. September 2003 - April 2005
Seneca Capital Management/Conifer Securities March 1998 - January 2002
Skills
Series 7, Series 63, Series 24, Trading, Loans, Derivatives, Financial Risk, Fixed Income, Equities, Management, Portfolio Management, Investment Banking
Education
Dominican University of California 2001 — 2003
Master of Business Administration (MBA), Strategic Product Mgmt.
Dominican University of California
Bachelor of Arts (B.A.), Psychology
Scott Osborn's Barclays Global Investors Experience November 2001 - June 2004
Job Financial Analyst at Employees Retirement System of Texas
Industry Investment Management
Experience
Employees Retirement System of Texas September 2006 - Present
Franklin Templeton Investments October 2005 - September 2006
Barclays Global Investors November 2001 - June 2004
Franklin Templeton Investments February 1998 - November 2001
Morgan Stanley January 1997 - December 1997
Education
Golden Gate University 1998 — 2001
Master of Business Administration (MBA), Finance
California State University-Sacramento 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, Finance
Employees Retirement System of Texas September 2006 - Present
Franklin Templeton Investments October 2005 - September 2006
Barclays Global Investors November 2001 - June 2004
Franklin Templeton Investments February 1998 - November 2001
Morgan Stanley January 1997 - December 1997
Education
Golden Gate University 1998 — 2001
Master of Business Administration (MBA), Finance
California State University-Sacramento 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, Finance