Experience
BlackRock  December 2009 - Present
Barclays Global Investors   September 2008 - December 2009
Barclays Global Investors   December 1999 - September 2008

Skills
Investments, Series 7

Education
Gettysburg College   1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General

Experience
BlackRock  December 2009 - Present
Barclays Global Investors   August 2000 - December 2009
Bank of America  1995 - 2000
Bank of America  1991 - 1995

Skills
Risk Management, Financial Risk, Due Diligence, Hedge Funds, Capital Markets, Governance, Contract Negotiation, Investments, Analysis, Financial Services, Mergers & Acquisitions, Management, Portfolio Management, Derivatives, Leadership, Mutual Funds

Education
Georgetown University Law Center   1984 — 1987
Juris Doctor cum laude

Saint John's University   1980 — 1984
B.A., Government, French Language and Literature

Experience
BartonWaring.com   March 2009 - Present
Barclays Global Investors   April 1995 - February 2009

Skills
Defined Benefit, Investment Strategies, Finance, Retirement Planning, Portfolio Management, Investments, Strategy, Asset Management, Institutional, Private Equity, Mutual Funds, Valuation, Alternative Investments, Financial Modeling, Equities, Investment Management

Education
Yale University - Yale School of Management   1985 — 1987
MPPM, finance, accounting, business strategy

Lewis & Clark Law School   1971 — 1975
JD

University of Oregon   1967 — 1971
BS, Economics

North Salem High

North Salem High

Experience
Edelman  September 2015 - Present
Ogilvy Public Relations  February 2013 - September 2015
Black Entertainment Television  September 2012 - January 2013
Peter J. Solomon Company  June 2012 - August 2012
BlackRock Kelso Capital  May 2012 - June 2012
BlackRock  March 2012 - May 2012
CBS Corporation  January 2012 - February 2012
Mediabrands  December 2011 - January 2012
GLG Partners  October 2011 - October 2011
Barclays Global Investors   October 2006 - October 2009

Skills
Asset Managment, Financial Analysis, Public Speaking, Marketing, CRM, Mergers, Microsoft Excel, Social Media, Event Planning, Financial Services, Research, Investments, Management, Business Development, Leadership, Mergers & Acquisitions, Analysis, Sales, Asset Management, Social Media Marketing

Education
Michigan State University   1995 — 1997
Interdisciplinary Bachelor of Arts, Communications, Film and Theatre

Riverside Community College   1991 — 1994
Associate of Arts, Communications and Theatre

Experience
BlackRock  March 2013 - Present
BlackRock  March 2011 - March 2013
BlackRock  July 2008 - March 2011
Barclays Global Investors   November 2007 - July 2008
Rydex Investments  July 2006 - November 2007

Skills
ETFs, ETNs, Mutual Funds, Product Development, Product Management, Alternative Investments, Investment Strategies, New Business Development, Bloomberg, Portfolio Management, Fixed Income, Emerging Markets, Financial Services, Hedge Funds, Investment Management, Series 63, Series 7, Strategy

Education
Gettysburg College   2001 — 2005
Bachelor of Arts, Business Management

Experience
The Climate Trust  June 2015 - Present
Occam Advisors   March 2013 - Present
Imprint Capital Advisors  May 2011 - March 2013
The Lemelson Foundation  January 2010 - May 2011
The Lemelson Foundation  February 2008 - December 2009
The Point Consulting   April 2006 - January 2008
Google.org  2007 - 2007
Omidyar Network  November 2004 - April 2006
Barclays Global Investors   January 2003 - December 2004
Rosum   2001 - 2003

Education
University of California, Berkeley, Haas School of Business   1999 — 2001
MBA, Finance, Entrepreneurship

Georgetown University   1991 — 1995
BS, Science, Technology & International Affairs

Experience
Hult International Business School  October 2013 - Present
Empowered Interviewing   August 2010 - October 2013
M Squared  January 2008 - July 2010
The Bank of New York  August 2002 - July 2007
Barclays Global Investors   1999 - 2001
Brown Brothers Harriman  August 1994 - August 1995
The Bank of California (now Union Bank)   January 1989 - August 1994

Skills
Project Management, Team Building, Sales, New Business Development, Business Development, Operations Management, Coaching, Executive Coaching, Training, Workshop Facilitation, Motivational Speaking, Motivational..., Sales Motivation, Career Counseling, Business Networking, Interviews, Start-ups, Leadership, Recruiting, Talent Management, Business Planning, Executive Management, Management, Cross-functional Team..., Marketing, Consulting, Career Development

Education
Indiana University Bloomington   1979 — 1983
BS Business Administration Honors Program

Experience
The Brearley School  August 2014 - Present
Marist College  June 2011 - August 2014
Gettysburg College  August 2010 - May 2011
University of North Carolina at Chapel Hill  January 2010 - May 2010
Duke University  August 2007 - December 2007
Barclays Global Investors   October 2001 - April 2003
Barclays Global Investors   January 2000 - September 2001
Barclays Global Investors   August 1999 - January 2000
Barclays Global Investors   February 1999 - July 1999
Barclays Global Investors   October 1997 - January 1999

Education
University of North Carolina at Chapel Hill   2003 — 2010
Ph.D.

Harvard University   1990 — 1994
A.B.

Stuyvesant High School   1987 — 1990

Experience
Aon eSolutions  April 2011 - Present
Wells Fargo Bank  April 2010 - March 2011
Verizon Wireless  March 2007 - January 2010
COMSYS  2007 - 2010
Barclays Global Investors   2006 - March 2007
Escalet, Inc.   2002 - 2006
Errigal, Inc   1999 - 2002
Infinite Access   1996 - 1999

Skills
Ant, Tomcat, JDBC, Hibernate, CVS

Education
Montana Tech of the University of Montana
BS, Computer Science

Experience
Law Office of Matthew Hart   June 2008 - Present
The Masters College  March 2013 - April 2013
Barclays Global Investors   March 1997 - February 2009
CompuCom  March 1996 - March 1997
Department of Education  1996 - 1996
Bechtel  March 1991 - March 1995

Skills
Probate, Living Trusts, Wills, Trust Administration, Advanced Health Care..., Powers of Attorney, Trusts, Trust, Estate Planning, Estate Administration, Courts, Charitable Trusts, Business Formation, Healthcare, Corporate Law, Estate Law, Mediation, Legal Research, IT Operations, Elder Law, Legal Writing

Education
John F. Kennedy University   2004 — 2007
J.D., Law

Experience
Algert Coldiron Investors   August 2002 - June 2014
Barclays Global Investors   1994 - 2002
Federal Reserve Bank of New York  1988 - 1991

Education
London Business School   1991 — 1993
MBA, International Finance; Completed first year PhD seminars in Financial Economics

The Pennsylvania State University   1984 — 1988
Bachelor of Science (B.S.), Major: Finance, Minor: Economics

Central Dauphin High School

Experience
Reputation.com  May 2013 - Present
Suposh Labs   November 2012 - May 2013
Big Bad Goose   August 2011 - November 2012
Lux Delux Inc   April 2010 - August 2011
Plurchase   February 2009 - April 2010
Presdo  May 2007 - February 2009
BlitzLocal LLC   November 2007 - January 2009
Outright  May 2007 - May 2008
Barclays Global Investors   September 2006 - April 2007
InterContinental Hotels Group  May 2002 - May 2006

Education
Georgia Institute of Technology   1997 — 2001

Experience
BMO Financial Group  September 2015 - Present
BMO Financial Group  November 2012 - September 2015
BMO Financial Group  September 2010 - October 2012
BMO Financial Group  December 2008 - September 2010
BMO Financial Group  November 2004 - December 2008
Barclays Global Investors   March 1998 - November 2004
Dundee Capital Markets  1996 - 1998
Overseas Distribution Ltd   1994 - 1996
FORTE Computers   1993 - 1994
National Agency for Privatization (NAP)   1992 - 1993

Skills
Business Analysis, SDLC, Project Management, Integration, Cloud Computing, Business Intelligence, Banking, Analytics, Data Center, High Performance..., Leadership, Low Latency, IT Management, Trading Systems, Enterprise Architecture, IT Service Management, Strategy, VMware, Business Requirements, Oracle, Enterprise Software, Program Management, Management, Networking

Education
Massachusetts Institute of Technology - Sloan School of Management   2008 — 2009
Executive Certificate Program in Management and Leadership, Business Administration and Management, General

BMOFG Institute for Learning   2007 — 2008
General Manager/Leader, Managerial Leadership Learning System

Pink Elephant   2005 — 2005
ITIL Practitioner Certificate, Change & Problem Management

Canadian Securities Institute   1998 — 1998
Canadian Securities Course, Investments and Securities, Honours

Investment Funds Institute of Canada   1997 — 1997
Candian Investment Funds Course, Banking and Financial Support Services, Honours

NAEC SCOP - Romania   1997 — 1997
Master Certified Network Engineer, Computer Science, MCNE

   1987 — 1993
MSc, Computer Systems Engineering

Gheorghe Lazar   1982 — 1986
High School International Bacalaureat Diploma, Mechanics/Mathematics Degree

Experience
Vaca Creek Asset Management LLC   May 2010 - Present
Browndorf Private Equity Management   March 2008 - February 2010
Wells Capital Management  November 2007 - December 2007
Barclays Global Investors   June 2002 - October 2007
Worldco Financial Services  January 2002 - June 2002
American Century Investments  May 2000 - November 2001
Merrill Lynch  March 1999 - February 2000
Donaldson, Lufkin & Jenrette   June 1997 - February 1999
NatWest  June 1996 - May 1997
Citibank  September 1993 - June 1996

Skills
Fixed Income, Derivatives, Hedge Funds, Trading, Portfolio Management, Asset Managment, Credit Derivatives, Equities, Eye for Details, Risk Management, Macroeconomics, Global Macro, Market Analysis, Macro Analysis, Portfolio Optimization, Modern Portfolio Theory, Federal Reserve, Market Research, Global Strategy, Asset Allocation, ETFs, Bonds, Investment Portfolio, Central Banks, ECB, CDS, Market Risk, Investment Strategies, Sovereign Debt, Commodity, Securities, MBS, Investments, Hedging, Trading Strategies, Monetary Policy, Liquidity Management, Liquidity Risk, Repo, Equity Derivatives, Investment Management, Investment Research, Options, Valuation, Emerging Markets, Quantitative Analytics, Financial Structuring, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis

Education
New York University - Leonard N. Stern School of Business   1998 — 2000
MBA, Financial Engineering

Lehigh University   1989 — 1993
BS, Material Science and Engineering

Experience
GFI Group  May 2011 - Present
BlackRock  December 2009 - August 2010
Barclays Global Investors   August 2009 - November 2009
Faulk & Winkler, LLC   January 2009 - May 2009

Skills
Finance, Management, Financial Audits, Cash Flow, Variance Analysis, Financial Statements, Financial Reporting, Analysis, Corporate Finance

Education
St. Mary's University College   2009 — 2010
MBA, International Business

Louisiana State University   2004 — 2008
BS, Accounting

Experience
Barclays Global Investors   March 2008 - Present
Jass & Associates, Inc.   February 2007 - February 2008
RegTec Global Trading Solutions   March 2006 - February 2007
HedgeFleX, Inc.   November 2004 - September 2006
Pacific Exchange  November 2002 - October 2004
Pacific Exchange  April 1995 - December 2002

Education
University of Phoenix   1996 — 1998
Some MBA Coursework

Georgia Southern University   1991 — 1994
B.S., Journalism

University of New Hampshire   1990 — 1991

Winthrop High School   1986 — 1990

Experience
Facebook  August 2014 - Present
MassChallenge  July 2015 - Present
Nodespan   September 2013 - Present
C2Sense   May 2013 - July 2014
Massachusetts Institute of Technology (MIT)   February 2014 - June 2014
MIT Sloan School of Management  August 2012 - June 2014
Credit Suisse  June 2013 - August 2013
Oliver Wyman  September 2007 - March 2012
Barclays Global Investors   2006 - 2007
Microsoft  2006 - 2006

Skills
Product Management, Machine Learning, Natural Language..., Statistics, Capital Markets, Investment Banking, VBA, Financial Modeling, Management Consulting, Business Strategy, Statistical Modeling, Valuation, Financial Markets, Credit Risk, Matlab, Hedge Funds, Sailing, Asian Studies, Risk Modelling, Pricing Strategy, Portfolio Management, SAS, Derivatives, Futures, Options, Python, Macroeconomics, Econometrics, PHP, JavaScript, Reinforcement Learning, Java, Arduino, Startups, Product Design

Education
MIT Sloan School of Management   2012 — 2014
Master of Business Administration (MBA), Finance

Harvard University   2014 — 2014
Computer Science / Machine Learning Coursework

MIT Media Lab   2014 — 2014

Harvard Business School   2013 — 2014

Harvard Law School   2013 — 2013
Negotiation

MIT
CS coursework

National Taiwan University   2007 — 2007
Business Mandarin

University of California, Berkeley   2003 — 2007
BA (hon), Economics, Statistics

Experience
The People Side of Leadership (PSL) Group   May 2009 - Present
LinkedIn  January 2009 - September 2012
Barclays Global Investors   2007 - 2008
Right Management  November 2006 - April 2007
International Business Productivity & Emotional Intelligence   1995 - 2005

Skills
Systems Thinking, Delivering Results, Interventions, Strategy Execution, Leadership Studies, Leadership Development, Executive Coaching, Talent Management, Organizational..., MBTI, Organizational..., Succession Planning, Communication Skills, Building Relationships, Team Building, Team Facilitation, Program Management, Training, Coaching, Human Resources, Leadership, Onboarding, Interviews, Recruiting, Change Management, Workshop Facilitation, Staff Development, Employee Engagement, Management, Team Management, Performance Management, Emotional Intelligence, Career Development, Workforce Planning, Strategy, Business Strategy, Employee Training, Personnel Management, Career Management, Organizational Design, 360 Feedback, Culture Change, Management Development, Talent Acquisition, College Recruiting, Employee Relations, HR Consulting, Training Delivery, Employer Branding, Hiring

Education
Michigan State University   1974 — 1983
Ph. D., Education

Experience
NYS Teachers' Retirement System  September 2009 - Present
Barclays Global Investors   August 1996 - March 2009
Barra  September 1990 - August 1996

Skills
Equities, Portfolio Management, Investment Strategies, Risk Modelling, Investment Management, Investments, Mutual Funds, Portfolio Optimization, Securities, Bloomberg, Capital Markets, Quantitative Analytics, Risk Modeling

Education
London Business School   1993 — 1995
MSc, Finance

University of Sussex   1987 — 1990
BSc, Mathematics & Statistics

Experience
BlackRock Asset Management Canada   December 2009 - Present
Barclays Global Investors   October 2001 - December 2009
Barclays Global Investors   2006 - 2007

Skills
Portfolio Management

Education
HEC Montréal   1988 — 1990
MSc, Finance

Experience
Hewins Financial Wipfli Hewins  October 1999 - Present
Hewins Financial Advisors  October 1999 - Present
Church of St. George   June 2013 - September 2015
Ordway Center for the Performing Arts  June 2011 - September 2015
Archdiocese of St. Paul and Minneapolis  June 2013 - June 2015
Guitars for Vets   June 2011 - August 2014
PR Taylor   1994 - 1999
Barclays Global Investors   1989 - 1993
Intel  1983 - 1989
United States Marine Corps  1977 - 1981

Skills
Investments, Estate Planning, High Net Worth..., Financial Advisory, Personal Finance

Education
Harvard Business School   1981 — 1983
MBA

Fordham University   1973 — 1977
BS, Psychology

Experience
Sensato Investors  May 2009 - Present
Barclays Global Investors   May 1999 - January 2009
National Australia Bank - County Investment Management   July 1996 - March 1999
Monash University  January 1990 - May 1996

Education
CFA Institute
CFA

Monash University   1991 — 1996
Ph.D., Applied Mathematics

Monash University
LL.B. (Hons)

A.M.E.B.
A.Mus.A., Piano

Monash University   1985 — 1988
B.Sc.(Hons), Physics, Mathematics

Experience
emergn  July 2013 - Present
Lab Zero Innovations Inc.  June 2013 - Present
Incept5   October 2011 - June 2013
QConSF   June 2012 - November 2012
Agile Leadership Network   August 2009 - July 2012
Tacit Knowledge  October 2009 - September 2011
Agile Alliance  August 2009 - August 2011
BayALN   January 2008 - December 2010
Edexcel   August 2009 - September 2009
Barclays Global Investors   November 2006 - June 2008

Skills
Software Engineering, Agile Methodologies, Scrum, Project Management, Agile Project Management, Software Project..., Enterprise Architecture, Software Development, Business Analysis, Product Management, Program Management, Project Portfolio..., Start-ups, Innovation Management, Strategy, Process Improvement, Requirements Analysis, Leadership, Management, IT Strategy, Project Delivery, MS Project, Enterprise Software, SQL, Test Driven Development, Vendor Management, Cross-functional Team..., Business Process...

Education
London Business School   1999 — 2001
Masters in Finance (PT), Finance

UCL   1994 — 1996
9 of 12 BSc credits finished, Economics

Imperial College London   1993 — 1995
MSc, Control Systems Engineering

Imperial College London   1990 — 1993
BSc, Engineering, Electrical & Electronic

ACS Hillingdon   1987 — 1990

Experience
OctaveWealth   April 2011 - Present
NoWork Inc   February 2010 - March 2011
Fidelity International  July 2008 - February 2010
Barclays Global Investors   August 2006 - July 2008

Skills
Photography, Lean startup, Web Development, big data, Equity Funding, Commercial Photography, Programming, Web Services, AWS, node.js, Data Mining, Machine Learning, Parallel Algorithms, Portfolio Management, Quantitative Finance, Quantitative Modeling, Matlab, Haskell, Algorithm Design, web scale, Venture Capital, Start-ups, Web Design, Algorithms, C, Big Data, Ruby, Java, Lean Startup, Equities, Web Applications, Ruby on Rails, Software Engineering

Education
Imperial College London   2003 — 2006
BEng Computing, Computer Science, 1st Class Honours

Trinity School   1996 — 2003
High School, A levels & GCSE's

Experience
Marathon Asset Management  June 2014 - August 2014
Bain Capital - Sankaty   January 2012 - August 2013
Morgan Stanley  July 2009 - July 2011
Morgan Stanley  May 2008 - August 2008
Barclays Global Investors   January 2007 - September 2007
University of Missouri - St. Louis  June 2006 - September 2006

Skills
Trading, Bonds, Global Macro, Valuation, Financial Analysis, Biomechanics, Bioengineering, Spectroscopy, Bloomberg, Derivatives, MBS, Financial Modeling, Probability, Macroeconomics, Statistics, Fixed Income, Financial Markets, Economics, Financial Economics, Residential Mortgages, Subprime, Mortgage, Hedge Funds, Quantitative Analysis, Structured Products, Matlab, Excel, Securities, Bloomberg Terminal, Intex, Quantitative Analytics, Equities, Capital Markets, Private Equity, Alternative Investments, Portfolio Management, Investments, Hedging, Finance, Analysis

Education
Harvard Business School   2013 — 2015
Master of Business Administration (MBA)

Stanford University   2005 — 2009
Bachelor’s Degree, BS Biomechanical Engineering; BA Economics

Ladue Horton Watkins High School   2001 — 2005

Experience
Strawn Arnold & Associates, Ltd.   September 2014 - Present
TL Jones and Associates   2014 - Present
Seton Healthcare Family  2007 - 2014
AIG Valic  2002 - 2007
Barclays Global Investors   1999 - 2001
University of Texas System  1991 - 1998
State of Texas Hospital System   1990 - 1991
State of Texas Youth Commission   1984 - 1990
State of Texas Comptroller of Public Accounts  1974 - 1984

Skills
Strategy, Operational Excellence, Program Innovation, Creative Problem Solving, Higher Education, Financial Services, Healthcare, Human Resources, Leadership, Change Management, Financial Managment, Financial Management, Culture Change, Leadership Development, Business Management, Management, Public Speaking, Team Building, Organizational..., Strategic Planning, Program Management, Consulting, Employee Benefits

Education
The University of Texas at Austin
Master of Business Administration (M.B.A.)

Lamar University
Bachelor of Science (BS)

Experience
RS Investments  June 2013 - Present
BlackRock  December 2009 - June 2013
Barclays Global Investors   March 2008 - December 2009
Jass & Associates  February 2007 - February 2008
RegTec, LLC   September 2006 - February 2007
HedgeFlex, Inc.   November 2004 - September 2006
The Pacific Stock Exchange   April 1995 - September 2004

Skills
Fixed Income, Derivatives, Risk Management, Trading, Equities, Project Management, Business Analysis, Middle Office, Corporate Actions, Settlement, Operations Management, FX Options, Financial Services, Portfolio Management, Asset Management, Back Office, Financial Risk, Investments, ETFs, Electronic Trading, Options, Finance, Collateral Management, Due Diligence, Securities, Mutual Funds, Prime Brokerage, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Management, Valuation, Strategy, Trading Systems, Financial Markets, Investment Management

Education
University of Phoenix   1996 — 1998
MBA Courses

Georgia Southern University   1991 — 1994
Bachelor of Science (BS), Journalism

Winthrop High School   1986 — 1990

Experience
Barclays  May 2012 - Present
Bagley Holdings LLC   January 2009 - December 2012
ATB Financial  September 2009 - December 2011
Washington Mutual  February 2004 - January 2009
JPMorgan  August 2002 - February 2004
Barclays Global Investors   1995 - 2002

Skills
Derivatives, Portfolio Management, ALM, Valuation, Securities, Treasury Management, Corporate Treasury, Strategy Development, Financial Planning, Strategic Planning, Investment Banking, Investor Relations, Board Relations, Pensions, Employee Benefits, Defined Benefit, Retail Banking, Organizational Change, Organizational Structure, Change Management, Crisis Management, Financial Regulation, Regulatory Strategy, Regulatory Reporting

Education
Harvard University   1993 — 1995
BA, History

Experience
BlackRock  November 2007 - Present
Barclays Global Investors   April 2006 - October 2007
Barclays Global Investors   March 2005 - March 2006
Tiffany  September 2001 - January 2005

Education
Lafayette College   1997 — 2001
BA, International Affairs

Experience
Microsoft Corporation  May 2010 - Present
Barclays Global Investors   September 2008 - April 2010
Barclays Capital  October 2006 - April 2008
Deltek Systems Philippines   June 2005 - September 2006

Skills
Windows Server, DNS, Active Directory, VMware, DHCP, Solaris, Microsoft Exchange, Windows Server 2003, Windows Server 2008, Unix Administration, Linux System..., Big Data, Powershell, power BI, PowerQuery, C#, Microsoft SQL Server, Microsoft Visual Studio...

Education
Mindanao State University   1995 — 2001
Bachelor Of Science, Information Technology

Mindanao State University - Iligan Institute Of Technology   1995 — 2001
Bachelor of Science, Information Technology

Experience
Itero Labs   July 2013 - Present
TokenOne   June 2013 - Present
BlueChilli Group   June 2013 - July 2014
RecruitMe2   November 2013 - June 2014
Macquarie Group  September 2010 - May 2013
BlackRock Inc.  December 2009 - August 2010
Barclays Global Investors   September 2006 - December 2009
Bank of America  September 2003 - August 2006
Bank of America  September 1999 - August 2003
ING Barings  April 1997 - September 1999

Skills
Strategy, Financial Services, Start-ups, Portfolio Management, Business Analysis, Trading, Product Management, Asset Management, Entrepreneurship, Business Strategy, IT Strategy, Capital Markets, Banking, Investment Banking, Digital Strategy, Program Management, E-commerce, Equities, Digital Transformation, CRM, Disruptive Technologies, New Business Development, Mobile Technology, Enterprise Software, Big Data Analytics, Management Consulting, Risk Management, Wealth Management, Innovation, Trading Systems, Management, Business Development, Mergers & Acquisitions, Social Media, Leadership, Business Intelligence, Outsourcing, Venture Capital, Integration, Emerging Markets, Digital Media

Education
Macquarie University   1990 — 1993
Bachelor of Economics

Securities Institute of Australia   1995 — 1999
Graduate Diploma, Applied Finance and Investment

St Aloysius College

Experience
Achaogen  September 2015 - Present
RS Investments  March 2013 - September 2015
BlackRock  December 2009 - February 2013
Barclays Global Investors   March 2004 - December 2009
Crowell, Weedon & Co.   November 2002 - March 2004

Skills
Fixed Income, Investments, Alternative Investments, Series 7, Asset Allocation, Mutual Funds, Asset Management, Hedge Funds, ETFs, Investment Strategies, Investment Management, Financial Analysis, Financial Services, Emerging Markets, Financial Risk, Analytics, Project Management, Microsoft Excel, Equities, Bloomberg, Series 63, Capital Markets, Securities, Portfolio Management, Derivatives

Education
Loyola Marymount University   2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
Moody's Analytics  March 2010 - Present
Barclays Global Investors   December 2008 - March 2010
Barclays Global Investors   June 2007 - December 2008
Barclays Global Investors   May 2006 - June 2007
Barclays Global Investors (BGI)   August 2004 - May 2006
Charles Schwab  June 2003 - August 2004
SEI Investments  May 2001 - June 2003
SEI Investments  April 2000 - May 2001
SEI Investments  May 1998 - April 2000

Skills
Business Analysis, Fixed Income, Portfolio Management, Product Management, Agile Methodologies, Enterprise Software, Market Data, SDLC, Cross-functional Team..., Equities, Trading Systems, Financial Services, Financial Markets, Business Requirements, Project Management, Management, Investments, Asset Management, Credit Risk, Bloomberg, Business Process Design, Derivatives, FX Options, Investment Management, Trading, Capital Markets, Integration, Credit Derivatives, Analysis, Business Process, Mutual Funds, Strategy, Product Development, Economic Capital, User Experience, Hedge Funds, Electronic Trading, Bonds, Valuation, Market Risk, Options, Alternative Investments, Financial Risk, Product Marketing, Analytics

Education
University of California, Berkeley - Walter A. Hass School of Business   2012 — 2012
Product Management Program, Center for Executive Education

Philadelphia University   1999 — 2002
MBA, Finance & International Business

King's College   1994 — 1998
B.S., Finance

Clan Consulting Ltd.
Business Process Modeling, February 2007

Experience
Kewson Holdings   2008 - Present
Dragon Global Investors   October 2002 - December 2007
Barclays Global Investors   2000 - 2002
Credit Suisse/CSFB   1997 - 1999
Government of Singapore/ Keppel Investment Management   1995 - 1997
Cargill Inc.  1994 - 1995

Education
INSEAD, Fontainebleau, France   1999 — 2000
MBA

Market Technicians Association, USA   2006 — 2007
Chartered Market Technician

Inner Temple, The Inns of Court, London, UK
Barristers Qualification

University of Birmingham
LLB with Honours

Marlborough College, UK
A, S, AO, and O levels

Experience
Macro Risk Solutions   August 2015 - Present
Passport Capital  September 2009 - June 2015
State Street  January 2007 - September 2009
Barclays Global Investors   June 2006 - August 2006

Skills
Bloomberg, Quantitative Finance, Derivatives, Fixed Income, Portfolio Management, Financial Modeling, Equities, Quantitative Analytics, Valuation, Options, Hedge Funds, Global Macro, Equity Research, Risk Management, Capital Markets, Trading, Mutual Funds, Emerging Markets, ETFs, Investments, Alternative Investments, Asset Management, Foreign Exchange, Financial Markets, Financial Analysis

Education
Georgia Institute of Technology   2005 — 2006
MS, Quantitative and Computational Finance

University of Mumbai   2001 — 2005
BE, Computer Engineering

Experience
BlackRock  December 2009 - Present
Barclays Global Investors   May 2007 - December 2009
Microsoft  October 2003 - May 2007

Skills
Windows Server, Disaster Recovery, ITIL, Citrix, Virtualization, Blackberry Enterprise..., DNS, Active Directory, VMware, Data Center, Remote Infrastructure..., Team Leadership, IT Service Management, IT Operations, IT Outsourcing, Mergers, Project Planning, Project Delivery, Transition Management, IT Strategy, Integration, Firewalls, IT Management, Servers, Server Architecture, Incident Management, Infrastructure, Cisco Technologies, VPN, Vendor Management, Security, Cloud Computing, System Deployment, Microsoft Technologies, SCCM, Enterprise Architecture, Business Continuity, Networking, High Availability, Storage, Network Security, Unix, HP, Service Delivery, SharePoint, VDI, Information Technology, Operating Systems, SAN, Microsoft Exchange

Education
Humber College

Experience
Charles Schwab Investment Management  September 2010 - April 2013
EGShares   2013 - 2013
Charles Schwab Investment Management  December 2009 - September 2010
Barclays GlobaI Investors   January 2007 - December 2009
Barclays Global Investors   January 2003 - December 2006
Barclays Global Investors   August 2000 - December 2002

Skills
ETFs, Equities, Asset Management, Institutional, Client Service, Asset Allocation, Portfolio Management, Series 7, Alternative Investments, Investments, Investment Strategies, Trading, Commodities, Hedge Funds, Investment Management, Fixed Income, Asset Managment, Mutual Funds, Securities

Education
Golden Gate University   2004 — 2009
MS, Finance

Western State Colorado University   1990 — 1994

Experience
BlackRock  July 2013 - Present
BlackRock  September 2012 - June 2013
Barclays Global Investors   July 2007 - June 2011
BlackRock  June 2009 - May 2011
UCLA Anderson School of Management  October 2006 - January 2007
UCLA School of Engineering  June 2006 - September 2006

Skills
Credit Derivatives, Fixed Income, Derivatives, Investments, Asset Allocation, Bloomberg, Equities, Hedge Funds, Valuation, Financial Modeling, Capital Markets, Quantitative Finance, Investment Banking

Education
MIT Sloan School of Management   2011 — 2012
Master of Finance, Finance

University of California, Los Angeles   2005 — 2007
Master of Science in Electrical Engineering, Control Theory and Operation Research

University of Washington   2003 — 2005
BSEE, Control Engineering

Experience
Blue Shield of California  August 2013 - Present
Kaiser Permanente IT  February 2011 - December 2012
PrO Unlimited @ Barclays Global Investors   September 2008 - January 2009
Barclays Global Investors   2008 - 2009
BlackRock  2008 - 2009
Visa  June 2004 - October 2008
Haddon Hill Group   2004 - 2008

Skills
Business Transformation, Management, Mainframe, Data Modeling, Testing, Project Management, Change Management, Release Management, Network Administration, PMO, Process Improvement, SDLC, Program Management, IT Service Management

Education
Holy Names College

U. C. Berkeley
Certification, Project Management

Experience
BlackRock  March 2013 - Present
BlackRock  August 2012 - March 2013
Barclays Global Investors   September 2006 - August 2012

Skills
ETFs, Asset Allocation, Portfolio Management, Portfolio Optimization, Financial Modeling, TCA, Global Tactical Asset..., Analytics, Bloomberg, Equities, Fixed Income, Quantitative Analytics, Investments, Hedge Funds, Mutual Funds, Global Macro, Quantitative Finance, Emerging Markets, Investment Strategies, Capital Markets, Trading, Equity Research, Derivatives, Valuation

Education
University of Hawaii at Manoa, Shidler College of Business   2000 — 2006
Ph.D., Finance

Beijing University   1998 — 2000
M.S., Economics

Nankai University   1994 — 1998
B.A., Economics

Experience
Simon Fraser University  September 2007 - August 2014
Barclays Global Investors   2006 - 2006

Education
University of California, Berkeley, Haas School of Business   2001 — 2007
Ph.D., Finance and Real Estate

University of California, Berkeley   1998 — 2001
M.S., Resource and Environmental Economics

University of California, Berkeley   1998 — 2000
M.A., Statistics

Montana State University-Bozeman   1995 — 1998
M.S., B.S., Economics

Vinnitsa Physics-Mathematics School #17   1987 — 1991

Experience
PIMCO  February 2010 - Present
Barclays Global Investors   August 2004 - December 2009
Goldman Sachs  November 1999 - August 2004

Education
Harvard University   1994 — 2000
Doctor of Philosophy (Ph.D.), Public Policy

Stanford University
Bachelor of Science (BS), Civil Engineering

Experience
BlackRock  October 2014 - Present
BNY Mellon Beta and Transition Management   April 2008 - May 2014
BNY Mellon Beta and Transition Management   April 2004 - April 2008
Barclays Global Investors   December 1999 - April 2004
Barclays Global Investors   September 1998 - December 1999

Skills
Financial Services, Equities, Fixed Income, Project Management, Asset Management, Derivatives, Bloomberg, Mutual Funds, Securities, Client Service Oriented, Relationship Management, Contractual Agreements, Transition Management, Overlays, Consulting, Operational Risk, Client Services, Futures, Foreign Currency..., Customer Service, Timeline Development

Education
Golden Gate University, School of Law   1995 — 1997
Doctor of Law (J.D.), Law

University of San Francisco   1990 — 1993
Bachelor of Science (B.S.), Business Administration and Finance

Experience
Surrogare Capital   September 2014 - Present
Andrea Everett LLC   September 2009 - September 2013
Barclays Global Investors   October 2004 - March 2009
Allstate Research and Planning Center  March 2001 - March 2004
Hedge Financial Products, Inc.   October 1997 - February 2001

Skills
Options, Equities, Trading, Portfolio Management, Volatility, Quantitative Investing, Financial Risk, Hedging, Statistical Modeling, Data Mining, Quantitative Finance, Hedge Funds, Risk Modeling, Statistical Arbitrage, Portfolio Optimization

Education
University of California, Berkeley, Haas School of Business   2004 — 2005
MFE

University of Kentucky   1993 — 1995
M.S.

Fudan University
B.S.

Experience
Bank of the West  October 2011 - Present
BlackRock  2009 - October 2011
Barclays Global Investors   2004 - December 2009
Charles Schwab  2000 - 2004
Wells Fargo  1994 - 2000

Skills
Corporate Communications, Media Relations, Internal Communications, Communication Training, Strategic Communications, Crisis Communications, Public Relations, Financial Services, Social Media, Management, Brand Management, Marketing, Marketing Communications, Strategy, Integrated Marketing, Reputation Management, Digital Marketing, Direct Marketing, Program Management, Community Development, Brand Development, Corporate Branding, Employee Engagement, Content Strategy, Messaging

Education
Iowa State University

Experience
BlackRock  December 2009 - Present
Barclays Global Investors   2005 - December 2009
EntComm, Inc.   2000 - 2005
SAP India Pvt. Ltd.   1997 - 2000
Ramco Systems  1995 - 1997

Education
CFA Institute
CFA

Indian Institute of Management, Calcutta
MBA

University of Madras
B.E.

Experience
AxiomSL  March 2012 - Present
BNP Paribas  2010 - 2010
Lucsan Capital Pty Ltd   2009 - 2010
The Austalian Credit Bureau   October 2008 - August 2009
PMI  August 2007 - October 2008
Barclays Global Investors   March 2000 - December 2005

Skills
Data Warehousing, Banking, Unix, Trading, Business Analysis, Data Analysis, Documentation, SDLC, Agile, SQL, Requirements Analysis, SQL Server, Gap Analysis, Database Development, Databases

Education
Golden Gate University
MIS, Information Systems

UNSW Australia
Masters of Applied Science

University of Technology Sydney
BS, Biomedical Science

Experience
Google  2008 - Present
Barclays Global Investors   2006 - 2008
Mellon Capital Management  September 2005 - September 2006
Charles Schwab  September 2003 - September 2005
Quellos Fixed Income Advisors, LLC   2000 - 2003
GE Financial Assurance  June 2000 - September 2000
Kuo-Hua Insurance Company   1996 - 1999

Skills
Visual Basic, SAS, Chinese, Fixed Income, Bloomberg, Financial Modeling, Portfolio Management, Valuation, Hedge Funds, Equities, Trading, Investments, Securities, Bonds, Corporate Finance, Finance, Asset Allocation, Investment Strategies, Structured Products, Mutual Funds, Credit, Analysis, Financial Risk, MBS, Derivatives, Capital Markets

Education
University of Washington   1999 — 2001
MBA, Finance

New York University   1996 — 1997
MS, Statistics

Fu Jen Catholic University   1992 — 1996
BS, Statistics

Experience
Barclays Global Investors   July 2007 - November 2008
Anexsys  2000 - 2006
Metro Information Services  February 1996 - May 2000
Metro Information Services  August 1995 - January 1996
RJ Reynolds  1989 - 1995

Education
High Point University   1985 — 1989
BS, Computer Information Systems

University of Leeds   1987 — 1988

Experience
OMG Lifestyles   June 2010 - Present
Yerba Buena Community Benefit Fund   June 2008 - January 2015
Benefit Cosmetics  June 2010 - July 2012
Professional Development Network, Ltd.   January 2008 - June 2010
Cisco Systems, Inc.   October 2005 - July 2007
NorthStar International / SEI Investments Company   2004 - 2005
Schwab Institutional  November 2001 - November 2003
Cambridge Technology Partners  April 1999 - October 2001
Merrill Lynch  December 1997 - April 1999
Barclays Global Investors   1993 - 1997

Skills
Strategy, Management Consulting, Business Strategy, Program Management, Strategic Planning, Strategic Communications, Product Management, Executive Management, Marketing Strategy, Executive Coaching, Mergers & Acquisitions, Investments, Consulting, Business Development, Professional Services, SaaS, Advisory Boards, Board Development, Non-profit Board..., Cross-functional Team..., Vendor Relationship..., Executive Development, Talent Management, Change Management, Leadership, Management, Forecasting, Start-ups

Education
Wellesley College
Bachelor of Arts (B.A.), Psychology, Economics

Golden Gate University
MS Finance, Finance, General

Experience
BlackRock  January 2011 - Present
BlackRock Institutional Trust Co., N.A.   2004 - December 2010
Barclays Global Investors   June 2004 - December 2009
Investors Bank and Trust Company  April 2001 - June 2004
Barclays Global Investors   May 1995 - March 2001
Bank of America  June 1994 - January 1995
Coopers & Lybrand  January 1994 - May 1994

Education
Golden Gate University
Master in Taxation

San Francisco State University, College of Business
Accounting/Finance

Experience
InterAct Public Safety  December 2008 - Present
SilkRoad technology  September 2008 - November 2008
Investors Bank & Trust  2002 - 2004
Barclays Global Investors   2001 - 2002
Wachovia  June 1994 - December 2000

Education
High Point University   1994 — 1998
Bachelor of Science, International Business

Experience
Stormfield Capital Management   March 2015 - Present
Western Connecticut State University  March 2015 - Present
Gapstow Capital Partners  March 2015 - July 2015
Gapstow Capital Partners  April 2009 - March 2015
Barclays Global Investors   February 2007 - March 2009
Rocaton Investment Advisors  2002 - 2007
Barra Rogers Casey   2001 - 2001
Northern Trust Global Investments  1998 - 2001

Skills
Hedge Funds, Asset Managment, Fund Of Funds, Asset Allocation, Alternative Investments, Private Equity, Family Office, Commodity, Portfolio Management, Equities, Investments, Asset Management, Investment Management, Capital Markets, Mutual Funds

Education
The University of Connecticut School of Business   1998 — 2001
MBA, Finance

Maine Maritime Academy   1993 — 1997
B.S.

Experience
BNP Paribas  March 2013 - Present
BNP Paribas  May 2010 - February 2013
BlackRock  2009 - September 2010
Barclays Global Investors   April 2009 - December 2009
ING  January 2006 - March 2008
Deutsche Bank  June 2002 - January 2005

Skills
Fixed Income, Derivatives, Bloomberg, Financial Engineering, Hedge Funds, Quantitative Finance, FX Options, Structured Products, Trading, ETFs, Emerging Markets, Portfolio Management

Education
University of California, Berkeley, Haas School of Business   2008 — 2009
Masters, Financial Engineering

Instituto Tecnológico Autónomo de México / ITAM   1998 — 2002
Bachelor of Arts (B.A.), Economics

Instituto Tecnológico Autónomo de México / ITAM   1996 — 2000
Bachelor of Science (B.S.), Actuarial Science

Experience
Visa  2011 - 2013
Barclays Global Investors   May 2004 - March 2009
Mizuho Corporate Bank  August 2003 - May 2004
Dresdner Kleinwort  August 1999 - December 2002
Deutsche Bank  February 1998 - July 1999

Skills
Information Security..., Information Security..., Information Security..., Security Awareness, Risk Management, IT Risk, Risk Assessment, Risk Analysis, Risk Mitigation, Compliance Management, Regulatory Requirements, Vendor Management, Incident Management, Threat & Vulnerability..., IT Audit, CISSP, CISA, Information Security, Information Technology, Security, Computer Security, Business Continuity, Governance, ISO 27001

Education
King's College London   1992 — 1996
BA (Hons) Upper Second Class, German

Experience
Two Sigma Investments  September 2011 - Present
BlackRock  December 2009 - September 2011
Barclays Global Investors   July 1998 - December 2009
Franklin Templeton Investments  August 1997 - July 1998

Skills
Hedge Funds, Quantitative Investing, Technology, Investments, Institutional..., Institutional Sales, Equity Trading, Global Macro, CTAs, Market Neutral, Sales Management, Sales & Marketing..., Fixed Income, Equities, Asset Managment, Alternative Investments, Asset Allocation, ETFs, Investment Management

Education
Lehigh University - College of Business and Economics   1993 — 1997
BS, Finance

CFA Institute
Chartered Finacial Analyst

Menlo

Experience
BlackRock  December 2009 - Present
Barclays Global Investors   November 2005 - November 2009
Barclays Global Investors   February 2000 - November 2005

Skills
Credit Risk, Credit, Risk Management, Leadership, FX Options, Hedge Funds, Capital Markets, Investment Banking, Market Risk, Risk Analytics, Financial Risk, Analysis, Internal Controls, Alternative Investments, Bloomberg, Counterparty Risk, Portfolio Management, Banking, Fixed Income, Derivatives, Options, Equities, Financial Services, Financial Modeling, Quantitative Finance, Asset Management, Securities Lending, Systems Development..., Financial Analysis, Bonds

Education
Harvard Business School
MBA, Finance

Experience
Advantage Enterprises, Inc.   March 2013 - Present
FiberTower  June 2010 - March 2013
McCann Worldgroup  January 2008 - May 2010
MRM Worldwide  May 2006 - December 2007
Barclays Global Investors   August 2005 - April 2006
Hotwire, Inc.   June 2002 - August 2005
PeoplePc, Inc.   January 2001 - June 2002

Education
Golden Gate University
BS, Accounting

Experience
Barclays Global Investors   September 2004 - July 2010

Skills
Tax, Financial Analysis, Asset Management, Hedge Funds, Accounting, Corporate Tax, Equities, International Tax, Financial Modeling, Finance, Due Diligence

Education
Harvard Law School
JD

University of Illinois at Urbana-Champaign
BS, Accountancy

Experience
BlackRock  April 2014 - Present
BlackRock  2010 - April 2014
Barclays Global Investors   January 2002 - January 2010
Barclays Global Investors   March 2001 - January 2002
McKinsey & Company  September 1997 - March 2001
California State Senate  July 1997 - September 1997
Accenture  June 1992 - June 1994

Skills
Hedge Funds, Investment Strategies, Asset Management, Equities, Fixed Income, Alternative Investments, Portfolio Management, Investments, Derivatives, Asset Allocation, Capital Markets, Mutual Funds, Emerging Markets, Investment Management, Strategy

Education
Harvard Business School   1996 — 1997
MBA, Business

Stanford University   1989 — 1992
BA, Economics, Honors

The Head-Royce School   1982 — 1988

University of California, Berkeley

Experience
RHG Capital/RHG Research   2010 - Present
Woodmere Asset Management   2009 - 2010
J.P. Morgan   2008 - 2009
Barclays Global Investors   2006 - 2008
Oracle  2004 - 2006

Skills
Hedge Funds, Equities, Quantitative Finance, Fixed Income, Portfolio Management, Bloomberg, Quantitative Analytics, Equity Research, Trading, Asset Managment, Alternative Investments, Capital Markets, Financial Modeling, Emerging Markets

Education
Massachusetts Institute of Technology
Master of Engineering (MEng), Bachelor of Science (BS), Mathematics, Electrical Engineering, Computer Science

Experience
PIMCO  December 2012 - Present
BlackRock, Inc.   May 2006 - December 2012
Barclays Global Investors   May 2006 - December 2009
BISYS Fund Services  April 1999 - May 2006
Loomis, Sayles & Company   March 1997 - April 1999
Fidelity Investments  March 1995 - March 1997
Scudder Investments  September 1990 - March 1995
Durgan Group Travle/Crimson Travel   1990 - 1991

Skills
FINRA, Mutual Funds, AML, Securities, Hedge Funds, Alternative Investments, Asset Managment, Securities Regulation, SEC, Equities, Series 7, Investment Advisory, Series 24, Fixed Income, ETFs, Asset Management, Derivatives, Financial Regulation, Financial Risk, Financial Services, Investment Banking, Investment Management, Investments, Mergers, Operational Risk..., Portfolio Management, Risk Management, Series 63, Trading

Education
Suffolk University - Sawyer School of Management   1992 — 1996
Management

Massachusetts College of Liberal Arts   1986 — 1990
Bachelor of Arts, English/Public Relations

Morrison School