Barclays Global Investors
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Barclays Global Investors Employees
Petco / Pooch Hotels 2008 - Present
Simpson Consulting 2007 - 2008
CheckFree 2004 - 2007
Allianz Global Investors 1997 - 2003
Barclays Global Investors 1995 - 1997
Skills
Cross-functional Team..., SDLC, Operations Management, Process Improvement, Team Building, Program Management, Product Management, Team Leadership, Project Planning, Integration, Coaching, Retail, Leadership, Business Strategy, Management, CRM, Business Process, Budgets, Project Management, Negotiation, Quality Assurance, E-commerce, Sales, PMO, Analysis, Business Analysis, Project Portfolio..., Vendor Management, Analytics, Supply Chain Management, Entrepreneurship, Customer Service, Strategic Planning, Training, Marketing
Education
San Diego State University-California State University
MBA, Finance
San Diego State University-California State University
BA, Psychology
Mandiant June 2014 - Present
Quantum Research International March 2010 - June 2014
BlackRock (Formerly Barclays Global Investors) February 2001 - February 2010
Barclays Global Investors April 1999 - January 2001
FinanCenter June 1998 - March 1999
FinanCenter March 1996 - March 1998
Skills
Information Security, Computer Security, Security, Firewalls, Vulnerability Assessment, Penetration Testing, Active Directory, Unix, Intrusion Detection, IDS, CISSP, Information Security..., Security Awareness, Network Security, Information Technology, Vulnerability Management, Information Assurance, System Administration, Perl, Linux, Core Impact, Backtrack, Metasploit, Phishing, Nessus, Security Audits, IPS, Snort, Networking, Application Security, Nmap, Vulnerability Scanning, Enterprise Architecture, Hardening, DNS, Infrastructure Security, Security Policy, CEH, Java, ArcSight, AR 25-2, STIG, Redseal, Kali Linux, NetBeans, WebInspect, sqlmap, armitage, tripwire, Malware Analysis
Education
Regis University 2012 — 2015
Bachelor of Science (B.S.), Computer Science
Rochester Institute of Technology 1991 — 1994
Computer Engineering
Mannheim American High School 1989 — 1991
The SANS Institute
California Academy of Sciences May 2014 - Present
Jackson Family Wines November 2011 - April 2014
Taproot Foundation October 2009 - January 2012
Infor December 2009 - November 2011
Diageo November 2007 - May 2009
Barclays Global Investors September 2007 - November 2007
GreenPoint Mortgage(Capital One) March 2005 - August 2007
BrassRing, Inc. May 2003 - April 2005
Monster/TMP Worldwide May 2000 - March 2003
Skills
Talent Management, Wine, Beer and Spirits, Social Networking, ATS, SAAS - Account..., Behavioral Interviewing, Resume Writing, Job Search Strategies, Job Fairs, Sales, Non-profits, Beer, Recruiting, Applicant Tracking..., Account Management, Human Resources, Talent Acquisition, Interviews, Sourcing, Leadership Development, CRM, Organizational..., Training, Onboarding, Management, Strategy, Temporary Placement, Employee Training, Hiring, Start-ups, Process Improvement, SaaS, College Recruiting, Internet Recruiting, Employer Branding, Search, Contract Recruitment, Screening, Social Media, Recruitment Advertising, Vendor Management, Professional Services, Nonprofits
Education
San Francisco State University 2009 — 2009
HR Certificate, HR
San Francisco State University
BA, English, Creative Writing
Society for Human Resources Management
PHR, Human Resources
Oracle 2014 - Present
Azabu Asset Management 2012 - 2014
Deloitte Touche Tohmatsu 2007 - 2012
Barclays Global Investors 2005 - 2007
Accenture 1990 - 2005
Skills
Global Business..., Enterprise Software, Program Management, Japanese, International Sales, Outsourcing, Information Technology, Client Development, Financial Risk, Management Consulting, Business Development, IT Strategy, Investment Banking, Financial Services, Strategy, Management, Business Strategy, Business Analysis, CRM, Banking
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
Rice University 1981 — 1985
BA, English, Computer Science
Genentech September 2015 - Present
Gap Inc. June 2013 - Present
Human Resource Consulting Services September 2011 - May 2013
Saba 2010 - 2011
Human Resource Consulting Services March 2009 - January 2010
Barclays Global Investors 2006 - 2009
Visa 2005 - 2006
Fathom Online 2004 - 2005
Human Resource Consulting Services 1996 - 2004
Intuit 1992 - 1996
Skills
Employee Engagement, Team Building, Coaching, Talent Acquisition, Contract Recruitment, Employer Branding, Wellness Initiatives, Employee Recognition, Cultural Diversity, College Recruiting, Event Management, Wellness Programs, Competency Mapping, Competency Management, Exit Interviews, Training Delivery, Talent Management, Executive Search, Recruiting, Personnel Management, Interviews, Employee Training, Deferred Compensation, Technical Recruiting, Executive Coaching, Internet Recruiting, Employee Wellness, Onboarding, Training, Wellness
Education
San Francisco State University
BA, Industrial Organizational Psychology
Atara Biotherapeutics November 2014 - Present
Back West, Inc. July 2006 - Present
Barclays Global Investors February 2004 - June 2006
Fluid Inc. April 2000 - February 2004
Chiron Corporation August 1996 - September 1999
McKesson Corporation September 1983 - May 1995
University of Southern California 1978 - 1981
Skills
Change Management, Executive Coaching, Team Building, Virtual Teams, Start-ups, Talent Assessment, Organizational..., Organizational..., Organizational Design, Organizational Behavior, Talent Selection, Employee Engagement, 360 Feedback, Recruitment/Retention, Asset Management, Employee Relations, Employer Branding, Team Leadership, Leadership Development, Organizational..., MBTI Certified, Talent Management, Workshop Facilitation, MBTI, Personnel Management, Leadership, Human Resources, Management Consulting, Strategy, Management, Executive Management, Coaching, Consulting, Career Counseling, Executive Development, Culture Change, Career Management, Succession Planning, Workforce Planning, Management Development, Strategic Thinking
Education
Oregon State University 1975 — 1978
M.Ed., College Student Services Administration
Willamette University 1970 — 1974
B.A., Political Science, Urban and Regional Government
J.P. Morgan Asset Management February 2014 - Present
MyVest May 2013 - February 2014
Mosaic Research Management, LLC October 2012 - April 2013
IndexUniverse, LLC February 2012 - October 2012
BlackRock January 2010 - December 2011
Barclays Global Investors June 2008 - December 2009
Barclays Global Investors March 2006 - June 2008
Barclays Global Investors January 2003 - February 2006
Barclays Global Investors February 2000 - December 2002
Blackrock, Inc. January 1997 - December 1999
Skills
ETFs, Series 7, Mutual Funds, Investment Strategies, Fixed Income, Product Marketing, Public Speaking, Consulting, Due Diligence, Investments, Asset Allocation, Wealth Management, Asset Management, Capital Markets, Financial Services, Investment Management, Securities, Strategy, Management, Business Development, Analytics, Product Management, Alternative Investments
Education
Northwestern University 1990 — 1994
BA, Political Science & Business Institutions
BlackRock April 2009 - March 2015
Barclays Global Investors July 2007 - April 2009
Barclays Global Investors April 2005 - July 2007
Deloitte Consulting April 2002 - February 2005
Rubicon International Consulting April 2000 - September 2000
Skills
Corporate Communications, Business Analysis, Leadership, Management Consulting, Strategic Communications, Business Development, Project Management, Telecommunications, Business Strategy, Change Management, Marketing Strategy, Global Channel..., Marketing Operations, Marketing Communications, Crisis Communications, Business Process..., Vendor Relationship..., Event Management
Education
University of San Francisco - School of Management 2008 — 2011
MBA, Marketing
Oregon State University 1997 — 2001
Bachelors of Science, Business Administration; Management Information Systems
Riot Games September 2014 - Present
Starbucks December 2013 - September 2014
Gap Inc./Old Navy August 2013 - November 2013
Gap Inc./Old Navy July 2012 - August 2013
Gap Inc. September 2009 - July 2012
Barclays Global Investors April 2007 - September 2009
Taco Bell February 2006 - April 2007
Sun Microsystems, Inc. 2005 - January 2006
Sun Microsystems, Inc. 2004 - 2005
Sun Microsystems, Inc. 2000 - 2004
Skills
Executive Coaching, Organizational Design, Leadership Development, Succession Planning, Change Management, Employee Surveys, Management Consulting, Organizational..., Talent Management, HR Strategy, Talent Development, Executive Development, Organizational..., Employee Engagement, Talent Acquisition, Performance Management, Change Leadership, Organizational Change, Onboarding, Coaching, Global HR, Employer Branding, Career Development, Culture Change, Team Building, Program Management, 360 Feedback, Mergers, Mentoring, Partnering, HR Consulting, Process Improvement, Talent Assessment, Personnel Management, Human Resources, Management, Workshop Facilitation, Mergers & Acquisitions, Leadership, Vendor Management, HRIS, Strategy, College Recruiting, Executive Search, New Hire Orientations, Employee Relations, Consulting, Employee Training, Deferred Compensation, Executive Management
Education
University of Michigan 1994 — 1998
Ph.D., Organizational Psychology
University of Michigan 1994 — 1998
M.A., Organizational Psychology
Occidental College 1991 — 1994
B.A., Psychology
Albuquerque Academy 1987 — 1991
Providence Health & Services April 2013 - Present
Reigning Pets Northwest October 2007 - December 2012
The Regence Group March 2007 - February 2008
Homestead Capital April 2006 - March 2007
Kaiser Foundation Health Plan April 2005 - April 2006
TransCanada March 2004 - April 2005
Barclays Global Investors December 2001 - March 2004
Barclays Global Investors May 2000 - November 2001
Barclays Global Investors July 1999 - April 2000
Barclays Global Investors January 1998 - June 1999
Skills
Strategic Planning, Budgets, Financial Analysis, Business Strategy, Project Management, Microsoft Excel, Management, Team Building, Business Analysis, Customer Service, Team Leadership, Leadership, Marketing Strategy
Education
Portland State University 2004 — 2006
Master of Business Administration (MBA), Business Administration, Management and Operations
Northern Illinois University 1996 — 1997
Bachelor of Science (BS), Finance
BridgePoint Group, LLC 2011 - Present
Academy of Science and Design September 2010 - August 2013
Fidelity Investments January 2008 - September 2010
Fidelity Investments March 2007 - January 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 2001 - 2003
Barclays Global Investors 1994 - 2000
Skills
Program Management, Process Improvement, Six Sigma, Health & Welfare..., Benefits Administration, Defined Contribution, New Client..., Operations Management, Management Consulting, Project Management, Employee Benefits, Vendor Management, Change Management, Leadership, Organizational...
Education
Princeton University 1986 — 1990
BA, Philosophy
St. Mark's School
Citi 2012 - 2014
Citi 2009 - 2012
Citi 2006 - 2009
Investors Bank & Trust 2001 - 2006
Barclays Global Investors 1998 - 2001
Nicholas-Applegate Capital Management 1992 - 1998
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Equities, Securities, Asset Management, Financial Services, Investment Operations, Fixed Income, Investments, Risk Management, Strategy, Fund Administration, Back Office, Management, Banking, Financial Markets, Business Process..., Asset Managment, Trading Systems, Investment Management, ETFs, Outsourcing, Financial Risk, Corporate Actions, Derivatives, Portfolio Management, Global Custody, Middle Office, Securities Lending, Fund Of Funds
Education
San Diego State University-California State University
BS, Business Administration/Finance
University of San Diego
MBA, Emphasis in International Finance
BlackRock May 2013 - Present
Blackrock May 2011 - April 2013
Porta Rosa, LLC May 2008 - May 2011
Barclays Global Investors December 2005 - May 2008
Barclays Global Investors April 2000 - December 2005
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Financial Services, Alternative Investments, Fund Of Funds, Pensions, Fixed Income, Strategy, Business Development, Hedge Funds, Financial Risk, Retirement, CRM, Management
Education
Louisiana State University 1998 — 1999
MS, Finance
Northeastern University 1989 — 1991
Bachelor of Science (BS), Business Administration
LinkedIn January 2014 - Present
Apigee May 2013 - December 2013
Salesforce.com July 2011 - April 2013
Wells Fargo & Company October 2009 - July 2011
Barclays Global Investors November 2007 - October 2009
Wells Fargo & Company May 2001 - November 2007
Wells Fargo May 2000 - May 2001
Skills
SDLC, Agile Methodologies, Software Project..., Cross-functional Team..., Agile Project Management, PMO, Business Analysis, Vendor Management, Project Portfolio..., Program Management, PMP, Change Management, IT Management, Management, Enterprise Software, Project Management, Process Improvement, Leadership, Business Process
Education
San Francisco State University, College of Business 1995 — 2000
Bachelor's Degree, Business Computer Information Systems
John S. Knight Journalism Fellowship July 2014 - Present
Journalism Education Association April 2013 - Present
Student Voice Project 2012 - Present
Newsroom by the Bay 2010 - Present
The Urban School of San Francisco 2008 - June 2014
California Endowment 2010 - 2011
Oaktown Teen Times 2006 - 2010
Community of Writers at Squaw Valley 2007 - 2008
WebMD 2000 - 2001
Barclays Global Investors 1997 - 1999
Skills
Journalism, Writing, Teaching, Teaching Writing, Curriculum Design, Creative Writing, Ghostwriting, Speech Writing, Editing, book editing, magazine editing, Newsletters, Video Editing, Adobe Creative Suite, InDesign, Photoshop, Photojournalism, Microsoft Word, Microsoft Tools, Microsoft Office, Microsoft Excel, Keynote, PowerPoint, iMovie, Wordpress, YouTube, Google Docs, Graphic Design, Youth Programs, Youth Empowerment, Youth Leadership, Non-profits, Community Outreach, Event Planning, Curriculum Development, Public Speaking, Grant Writing, Service Learning, Social Media, Blogging, Strategic Planning, Workshop Facilitation, Technology Integration, QuickBooks, Research, Copy Editing, Teacher Training, Nonprofits, Classroom, Publishing
Education
Stanford University 1980 — 1983
M.A. in Writing, Creative Writing Program
Northwestern University 1976 — 1980
B.A. with honors, English
Incapture Technologies August 2013 - Present
BlackRock December 2009 - July 2013
Barclays Global Investors October 2005 - November 2009
Charles Schwab February 1999 - October 2005
Lotus Development Ireland (IBM) January 1997 - January 1999
Lotus Development Ireland (IBM) May 1995 - January 1997
Skills
Scrum, Test Automation, TestNG, Testing, Test Management, SDLC, JIRA, White Box Testing, Performance Testing, Test Planning, Agile Methodologies, Java, Software Quality..., Git, Gradle, SOA Testing, SQL, Load Testing, JMeter, User Acceptance Testing, Databases, Team Leadership, SOA, Defect Tracking, Waterfall, Requirements Analysis, Manual Testing, Automation, ALM, Quality Engineering, webservice testing, Atlassian JIRA, Vendor Management, Bamboo, Amazon EC2, WebDriver, Maven, Aladdin, QTP, Bloomberg Terminal, Quality Assurance..., PostgreSQL, HP Quality Center, Redis, Release Management, Product Management, HP QTP, Financial Services, Quality Center, prodpad
Education
Queen's University Belfast 1991 — 1995
Computer Science, Computer Science
St. Paul's Lutheran Church May 2015 - Present
Caretaker January 2014 - May 2015
University of California, San Francisco May 2013 - December 2013
Bergner and Associates July 2012 - November 2012
Echogen Inc. November 2011 - December 2011
Accuray - TomoTherapy Insitiute for Learning (TIL) February 2011 - July 2011
CareFusion January 2011 - February 2011
Next Generation Clinical Research (QTI Professional Staffing) December 2010 - January 2011
Barclays Global Investors January 2008 - July 2008
University of California, San Francisco (Audit Services, and Biochemisty & Biophysics) June 2005 - March 2007
Skills
Premiere Pro, Dreamweaver MX2004, Adobe CS 6 (InDesign,..., MS Office Suite 2010..., MS Project, Editing, Technical Writing, InDesign, PowerPoint, Proofreading, Proposal Writing, Drupal 7.0 CMS
Education
Portland Community College
Multimedia, Web Design, 3.90
University of Wisconsin-Milwaukee
Bachelor of Arts (BA), 3.50
University of Washington January 2013 - Present
University of Washington April 2009 - December 2012
Independent consultancy July 2008 - April 2009
UniversalGiving July 2007 - June 2008
University of Nottingham, United Kingdom September 2006 - December 2007
VolunteerMatch June 2002 - June 2006
VolunteerMatch June 2000 - June 2002
RoweCom, Inc. May 1999 - June 2000
Merrill Lynch October 1996 - May 1999
Barclays Global Investors March 1995 - October 1996
Skills
Corporate Social..., Sustainability, Strategy, Program Management, Business Development, Leadership, Business Planning, Management, Marketing, Consulting, Product Marketing, Fundraising, Budgets, Project Management, Business Strategy
Education
University of Nottingham - Nottingham University Business School 2006 — 2007
MBA
University of San Francisco 1990 — 1994
BA
RETIRED January 2015 - Present
On Time Systems June 2010 - July 2014
Barclays Global Investors April 2002 - March 2009
TALEX Inc. January 1990 - April 2002
Skills
Databases, Perl, Linux, Unix, SQL, Security, DNS, Java, Oracle, Business Analysis, XML, Apache, JavaScript, Microsoft SQL Server, Unix Shell Scripting, Sybase, Integration, XSLT, VMware, AWS Cloud, Subversion, PostgreSQL, MySQL, Amazon Web Services..., Amazon EC2
Education
Oregon State University 1984 — 1988
BS, Mechanical Engineering
Dow Jones & Company Inc. April 2013 - Present
Knight Capital Group August 2009 - January 2012
Bloomberg January 2001 - August 2009
Relevant Equity Systems November 2000 - December 2001
Barclays Global Investors January 1999 - November 2000
Scudder Kemper January 1991 - August 1998
Skills
Sales, Alternative Assets, Electronic Trading, Bloomberg, Series 7, Financial Markets, Venture Capital, Hedge Funds, Bloomberg Terminal, Equities, Equity Trading, Derivatives, Trading, Options, Financial Services, Mutual Funds, Trading Systems, Capital Markets, Market Data, CRM, Fixed Income, Series 63, Alternative Investments, ETFs, FX Options, Securities, Bonds, Emerging Markets, Equity Research, Trading Strategies
Education
The London School of Economics and Political Science (LSE) 1998 — 2000
Honours BSc, Economics, Sociology
San Francisco Security Traders Association
Series 7 and Series 63, Pass
Pasadena City College 1995 — 1998
Undergraduate General Education, 3.8
Harvard Business School Association 1995 — 1995
Foundations of Investment, Pass
BlackRock 2013 - Present
BlackRock 2009 - 2013
Barclays Global Investors (acquired by BlackRock) 2003 - 2009
Barclays Global Investors 1997 - 2003
Fidelity Investments October 1995 - October 1997
Lehman Brothers September 1991 - September 1995
Skills
Equities, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Series 7, Investments, Money Market Expert, Short-Durarion Product..., Strategy, Operations, Business Development, Risk Management
Education
University of California, Berkeley 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Oklahoma State University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
INTECH Investment Management LLC (a Janus Capital Group Company) January 2011 - November 2013
Menta Capital April 2010 - January 2011
Barclays Global Investors August 2006 - March 2009
UC Davis March 2008 - June 2008
Northwestern University - Kellogg School of Management August 2001 - June 2006
Friedman Billings Ramsey July 1998 - August 2001
Comverse Technology March 1996 - August 1996
Intel Corporation March 1995 - March 1996
Skills
Asset Managment, Quantitative Finance, Portfolio Management, Equities, Hedge Funds, Quantitative Analytics, Bloomberg, SAS, Unix, Financial Modeling, Valuation, Capital Markets, Asset Management, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2001 — 2006
Ph.D., Finance
Washington University in St. Louis 1996 — 1998
MBA, Finance, International Business
Technion - Israel Institute of Technology 1992 — 1996
B.S., cum laude, Electrical Engineering
DataYes October 2012 - Present
Startup November 2011 - September 2012
BlackRock December 2009 - November 2011
Barclays Global Investors September 2008 - December 2009
Aqua January 2007 - June 2008
eSpeed June 2004 - January 2007
Bloomberg LP 1998 - 2004
D.E.Shaw July 1997 - December 1998
Goldman Sachs August 1992 - July 1997
IBM October 1984 - July 1992
Skills
Trading, Bloomberg, Market Data, Agile Methodologies, Fixed Income, Equities, SQL, Trading Systems, Equity Trading, FX Options, Derivatives, Sybase, Electronic Trading, Java, Financial Markets, C++
Education
Yale University 1982 — 1984
MS, Computer Science
Purdue University 1978 — 1982
BS, Computer Science and Applied Mathematics
West Lafayette HS
BlackRock December 2009 - Present
Barclays Global Investors January 2009 - Present
State Street June 2007 - January 2009
Barclays Global Investors October 2006 - June 2007
MFC Global Investment Management June 2005 - October 2006
WATG January 2005 - June 2005
MFC Global Investment Management February 2004 - June 2004
Skills
Mutual Funds, Financial Analysis, Product Management, Project Management, Data Analysis, Business Analysis, Microsoft Office, Agile Project Management, SDLC, JIRA, Clarity, Equities, Investments, ETFs, Investment Research, Financial Services, Financial Markets, Bloomberg Terminal, Factset, International Business, PowerPoint, MS Project, Databases, Photoshop, Product Marketing, Product Strategy, Procurement, Product Development, Digital Marketing, Product Launch, Visio, Analytical Skills, Performance Analysis, SaaS, Agile & Waterfall...
Education
Northeastern University 2001 — 2006
BSBA, Finance, Management
University of Sydney 2004 — 2004
Study Abroad
MUFG Union Bank N.A. November 2011 - Present
Union Bank (Institutional Services Trust Technology Division) October 2009 - Present
US Bank Corp March 2007 - March 2009
COLUMBIA MANAGEMENT ADVISORS - subsidiary of Bank of America October 2005 - June 2006
Business Analyst/Project Manager August 2003 - November 2004
Business Analyst July 2002 - August 2003
International Portfolio Accounting / Shareholder Account Services June 2001 - July 2002
Barclays Global Investors January 2001 - June 2001
Barclays Global Investor August 1999 - June 2001
Barclays Global Investors August 1999 - January 2001
Education
Sonic Training 2011 — 2011
Cannon Financial Institute 2010 — 2010
Rockford University 1993 — 1997
BA
NCUA September 2009 - Present
Barclays Global Investors April 2007 - December 2008
MSCI-Barra, a Morgan Stanley Company March 2005 - April 2007
Bear Stearns & Co., Inc. April 2004 - February 2005
Thomson Financial June 2000 - May 2002
Skills
Bloomberg, Investments, Securities, Fixed Income
Education
San Francisco State University 2003 — 2005
MBA
University of California, Berkeley 1998 — 2000
BA, Economics
X PRIZE Foundation 2009 - Present
The Trust for Public Land 2007 - 2008
Barclays Global Investors 2006 - 2007
HKF, Inc. 2001 - 2006
CGS 1999 - 2001
Education
San Diego State University-California State University 1994 — 1999
Alpha FMC April 2015 - Present
JTorchon Consulting February 2007 - May 2015
Interactive Data Corporation April 2010 - May 2013
Northern Trust Global Investments June 2008 - April 2009
Barclays Global Investors 2000 - 2007
Charles Schwab & Co. 1998 - 1999
Merrill Lynch 1996 - 1998
Union Bank of California 1994 - 1996
Qualified Benefits 1989 - 1993
Integrated Financial 1987 - 1989
Skills
Mutual Funds, Asset Managment, Metrics, Life Insurance, Organizational..., Exchange traded products, Investments, Microsoft Exchange, Financial Services, Strategic Financial..., Financial Markets, ETFs, Securities, Analytics, Market Data, Business Strategy, E-commerce, Web Marketing, Asset Management, Marketing Communications, Marketing Strategy, CRM, Business Development, Marketing, Wealth Management, Lead Generation, Digital Marketing, Finance, Direct Marketing, Leadership, Management, Web Analytics, Relationship Management, Investment Strategies, Executive Management, Electronic Trading, Hedge Funds, Investment Management, Series 7, Fixed Income, Alternative Investments, Trading Systems, Asset Allocation, Equities, Series 63, Options, Financial Advisory, Bonds, Equity Derivatives, Derivatives
Education
San Diego State University-California State University 1979 — 1984
Bachelor of Science, Finance
Escola Graduada de Sao Paulo 1978 — 1979
High School degree
BlackRock January 2011 - Present
BlackRock December 2009 - January 2011
Barclays Global Investors July 2006 - December 2009
Skills
Training, Portfolio Management, Business Analysis, SDLC, Bloomberg, Asset Management, Equities, Investments, Fixed Income, Alternative Investments, Hedge Funds, ETFs, Investment Strategies, Financial Services, Wealth Management, Mutual Funds, Capital Markets, Securities
Education
Ryerson University
Bachelor of Commerce (B.Com.), Finance
Rosetta Stone September 2013 - Present
5-by-5 Consulting May 2003 - Present
Teachscape February 2010 - September 2013
Barclays Global Investors August 2006 - February 2009
Jade Fox Consulting March 2001 - May 2003
2Bridge 1997 - 2001
TIBCO 1989 - 1997
GenRad 1984 - 1989
Skills
Software Development, Agile Methodologies, Java, SOA, Integration, Architecture, Enterprise Software, SDLC, Distributed Systems, System Architecture, Team Leadership, REST, Databases, SQL, Hibernate, Spring, Web Services, Business Analysis, Software Engineering, Linux, Java Enterprise Edition, Scrum, Agile Project Management, Architectures, Educational Technology, Software Development..., Project Planning, Agile, C++, C, XML, UML, JDBC, Eclipse, Git, MyBatis, Guice, Wicket, JCharts, Tomcat, OAuth2, Spring Framework
Education
Oberlin College 1979 — 1983
B.A., Mathematics / History
Union Bank November 2012 - November 2014
Union Bank July 2012 - November 2012
BlackRock December 2009 - March 2012
Barclays Global Investors 2006 - 2009
Barclays Global Investors 2000 - 2006
Barclays Global Investors 1998 - 2000
Self Employed 1990 - 1998
Skills
Technology Strategy..., Technology Planning, Technology..., Global Management, Client Engagement, Customer Focus, Team Leadership, People Management, Performance Management, Software Product..., Software Project..., Software Design, Software Development, Technology Integration, Program Management, IT Governance, IT Management, Financial Management, Vendor Management, Contract Negotiation, Asset Management, CRM software, Sales Force..., Master Data Management, Business Intelligence, Asset Managment, Technology Product..., Management, CRM, Governance, Managerial Finance, Project Planning, Integration, Business Analysis, Executive Management, Agile Methodologies, Customer Engagement, Product Management, Financial Services, Outsourcing, IT Strategy, Analytics, SDLC, Strategy
Education
Rochester Institute of Technology 1980 — 1985
Bachelor of Science (B.S.)
BlackRock June 2008 - Present
Barclays Global Investors June 2008 - December 2009
Upromise September 2004 - June 2008
Skills
Series 7, Series 63, Investments, ETFs, Portfolio Management, Mutual Funds, Asset Management, Equities, Alternative Investments, Fixed Income, Hedge Funds, Series 24, Asset Allocation, Financial Services, Investment Management, Investment Strategies, Uniform Combined State...
Education
Roanoke College
BA, Business Administration / Finance
The Governor's Academy
High School
Charles Schwab November 2005 - Present
Barclays Global Investors October 2003 - November 2005
Bank of America August 1997 - March 2003
Briefing.com January 1995 - January 1997
Skills
Product Management, Management, Marketing Strategy, Integration, Portfolio Management, Product Development, Investments, Budgets, Sales, Cross-functional Team..., Strategy, Business Analysis, Finance, Analysis, Project Management, Program Management, Financial Services, SDLC, Agile Methodologies, Marketing, Product Marketing, Leadership, Business Strategy, Software Project...
Education
San Francisco State University 1997 — 2004
MA, Econometrics
San Francisco State University 1996 — 1997
MBA, Business Administration
University of California, Irvine 1986 — 1991
BA, Economics
University of California, Irvine 1986 — 1991
BA, History
University of California, Irvine 1986 — 1991
BA, Literature
BlackRock June 2013 - Present
BlackRock December 2009 - June 2013
Barclays Global Investors December 1999 - December 2009
Robertson Stephens Investment Management September 1996 - January 1999
Skills
Series 7, Series 63, Investments, ETFs, Asset Allocation, Wealth Management, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Investment Advisory, Mutual Funds, Portfolio Management, Business Development, Investment Management, Equities, Fixed Income, Financial Services
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts, Business Economics
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
NYU 2009 — 2010
Certified Financial Planning Certificate
Alight September 2015 - Present
Incapture Technologies January 2015 - September 2015
Alpha Omega Financial Systems, Inc. December 2013 - November 2014
Wells Fargo May 2013 - December 2013
AXA Rosenberg May 2006 - May 2013
Barclays Global Investors March 1999 - April 2006
Devonshire Technology November 1996 - March 1999
Barclays Global Investors January 1993 - November 1996
Vestek April 1987 - January 1993
Wilshire Associates 1985 - 1986
Skills
Docker, Git, Freshdesk, Jenkins, Gerrit, DevOps, FIX Post Trade, Fixed Income, Equities, Portfolio Management, Trading, SDLC, Trading Systems, Capital Markets, FX Options, Equity Trading, Software Development, Quality Assurance, Hedge Funds, Back Office, Equity Derivatives, Python, Asset Managment, Financial Services, FX trading, Bloomberg, Securities Lending, Options, Electronic Trading, Asset Management, Middle Office, SQL, Investment Management, Performance Measurement, Business Analysis, Technical Analysis, FX, Currency, APL, FORTRAN, Perforce, FIX, Business Process..., Financial Markets
Education
Pomona College 1980 — 1984
BA
State Street Bank -- Fund Connect June 2011 - Present
JPMorgan Chase January 2010 - August 2011
Barclays Global Investors July 2007 - November 2009
Goldman Sachs July 1998 - July 2007
Skills
Series 7, Asset Managment, Investments, Mutual Funds, Series 63, Investment Management, Cash Management, Asset Management, Financial Services, Banking
Education
Northwestern University 1994 — 1998
BS, Education and Social Policy
San Francisco Unified School District August 2011 - Present
Barclays Global Investors October 2004 - March 2009
Mercer Delta Consulting May 2002 - November 2003
Merrill Lynch March 2000 - May 2002
Barclays Global Investors September 1996 - October 1999
Skills
Curriculum Development, Differentiated..., Tutoring, Lesson Planning, Research, Non-profits, Event Planning, Public Speaking, Microsoft Office, Elementary Education, Literacy, Social Media, Classroom Management, Curriculum Design, Educational Leadership, Nonprofits, Staff Development, Classroom, Teaching, Teacher Training
Education
San Francisco State University 2004 — 2008
B.A., English (Creative Writing)
Wells Fargo April 2009 - Present
Barclays Global Investors September 2008 - November 2008
Delta Dental of California November 2001 - August 2008
HRchitect October 2000 - August 2001
Symphoni Interactive January 1998 - September 2000
Montgomery Asset Management March 1995 - December 1997
Barclays Global Investors January 1991 - March 1995
Education
Saint Mary's College of California 1998 — 2000
MBA
University of California, Berkeley 1985 — 1989
Wells Fargo July 2015 - Present
Charles Schwab December 2013 - Present
San Francisco Professional Career Network Meet Up October 2012 - December 2013
Williams-Sonoma, Inc. August 2011 - September 2012
Charles Schwab May 2010 - May 2011
Williams-Sonoma, Inc. December 2009 - February 2010
Charles Schwab July 2009 - December 2009
Barclays Global Investors December 2007 - August 2008
Charles Schwab March 2007 - November 2007
Schwab July 2006 - January 2007
Skills
SDLC, Quality Assurance, Software Quality..., User Acceptance Testing, Quality Center, Test Planning, Testing, Requirements Analysis, Waterfall, Business Analysis, SQL, Test Cases, Unix, Test Management, Regression Testing, Process Improvement, ClearQuest, Integration, Vendor Management, SharePoint, System Testing, Business Requirements, Manual Testing, Integration Testing, Defect Tracking, Databases, Test Strategy, Bugzilla, Usability Testing, Black Box Testing, Testing Tools, JIRA, Software Documentation, SOA, Test Execution, Business Intelligence, Business Process, Enterprise Software, HP Quality Center
Education
SFSU 2012 — 2012
Certificate in Human Resource Management, Field of study
San Francisco State University 2009 — 2010
Certificate in Biotechnology, Biotechnology
San Francisco State University
BA, Industrial Orginzational Psychology
Independent BSA/AML/Sanctions Compliance Consultant January 2015 - Present
BlackRock, Inc. December 2009 - January 2015
Barclays Global Investors (acquired by BlackRock, Dec. 2009) February 2005 - December 2009
Barclays Global Investors January 2001 - February 2005
Prudential Financial June 1998 - January 2001
Safeway April 1989 - June 1998
Skills
Financial Services, AML, Anti Money Laundering, Bank Secrecy Act, Banking, Internal Controls, Financial Risk, Due Diligence, Asset Management, Portfolio Management, Fixed Income, Hedge Funds, Risk Management, Alternative Investments, Mutual Funds, Securities, Equities, Investment Advisory, Sanction, Capital Markets, Investments, Corporate Governance, OFAC, Finance, Management, KYC, Internal Audit, Private Equity, Investment Management, Securities Regulation, Risk Assessment
Education
San Francisco State University, College of Business 1994 — 1998
Business Administration, Finance
Williams-Sonoma, Inc. April 2014 - Present
Williams-Sonoma, Inc. August 2013 - April 2014
Williams-Sonoma, Inc. September 2010 - August 2013
Sierra Pacific Home Loans April 2010 - January 2011
Barclays Global Investors October 2008 - December 2009
Barclays Global Investors October 2007 - October 2009
Barclays Global Investors January 2005 - October 2007
CaseCentral January 2004 - January 2005
MarCole Enterprises January 2003 - January 2004
Azulix January 2000 - January 2003
Skills
XML, Project Management, Java, Software Development, EJB, SQL, Solution Architecture, Agile Methodologies, Architecture, Data Warehousing, Business Analysis, SDLC, Testing, Web Services, Quality Assurance, Integration, Enterprise Architecture, SOA, Agile Project Management, Requirements Gathering
Education
Oregon State University 1981 — 1986
B.S., Computer Science, Mathematical Sciences
The Dalles High School
Lending Club May 2015 - Present
Turn Appeal, Inc. July 2014 - Present
BlackRock July 2013 - May 2015
BlackRock July 2010 - July 2013
BlackRock May 2007 - July 2010
Barclays Global Investors September 2005 - May 2007
Albany Automotive Services December 2001 - September 2005
Netcentives, Inc. February 2000 - December 2001
Professional Claims Services, Inc. August 1997 - January 2000
Skills
Management, Leadership, Product Management, Change Management, Investments, Securities Lending, Equities, Risk Management, Operations Management, Financial Services, Entrepreneurship, Asset Management, Securities, Team Leadership, Capital Markets, Employee Engagement, Finance, Strategic Leadership, Organizational Design, Strategy, Relationship Management, Relationship Based..., Technology Solutions, Real Estate Investment, Property Management, Property Rehabilitation, Construction, Whole House Renovations, Business Coaching, Training & Development, Management Consulting, Business Process Design, Business Process..., Business Infrastructure..., Operational Turnaround, Business Turn-arounds, Global Leadership, Human Resource..., Human Resources, Business Innovation, Creative Solutions
Education
Whittier College 1993 — 1997
Bachelor's Degree, Business Administration & Economics
San Francisco State University
Master of Business Administration (M.B.A.), Management, 2003 - 2005
Portland State University April 2013 - Present
Investment Hiker, LLC September 2005 - Present
LIM Advisors February 2004 - April 2005
Barclays Global Investors 1993 - 1998
Alliance Capital Management August 1984 - August 1986
Skills
Investments, Emerging Markets, Equities, Mutual Funds, Hedge Funds, Valuation, Alternative Investments, Asset Management, Funding, Portfolio Management, Finance, Accounting, Real Estate, Management, Securities, Analysis, Due Diligence
Education
Mazamas BCEP 2013 — 2013
Certificate of completion, Basic Climbing Experience Program essentials... Safety on Rock, Snow, Ice and Rope.
New York University - Leonard N. Stern School of Business 1985 — 1987
Masters, Business Administration
University of Washington 1980 — 1984
Bachelor of Arts, Business Administration
Charles Wright Academy 1969 — 1980
Hugh School Diploma, college preparatory materials
Portland State University
Portland State University
Coldwell Banker October 2014 - Present
O & O Associates November 2001 - Present
Keller Williams Peninsula Estates September 2013 - October 2014
Coldwell Banker November 2010 - September 2013
Cashin Company August 2005 - November 2010
Deeply Rooted Floral Design November 2004 - November 2005
WILLIS INSURANCE SERVICES OF CA, INC. May 2003 - April 2005
marchFIRST / SBI & COMPANY, INC. May 2000 - October 2001
Barclay's Global Investors November 1999 - March 2000
Fox News Channel May 1996 - October 1999
Skills
Investment Properties, Real Estate, Real Estate Transactions, Single Family Homes
Education
Notre Dame de Namur University 2002 — 2003
Graduate Program, Art Therapy/Therapist, MFT
San Diego State University-California State University
Bachelors of Arts, Journalism and Psychology
Markstein Sales Company September 2010 - Present
CVS Caremark formerly Longs Drugs August 2006 - July 2009
CVS Caremark formerly Longs Drugs November 2004 - August 2006
Smith, Lange & Phillips LLP 2002 - 2004
A.S. Early Childhood Education Center January 2000 - August 2002
Barclays Global Investors 1995 - 1999
Skills
Revenue Recognition, GAAP, General Ledger, Accounting, Journal Entries, Accruals, US GAAP, Spreadsheets, Mergers, Cash Flow, Account Reconciliation, Cost Accounting, Sarbanes-Oxley Act, Invoicing, Microsoft Excel, Variance Analysis, Strategic Financial..., Internal Controls, Auditing, Balance, Analysis, Software Documentation, Fixed Assets, Financial Accounting, Leadership, Process Improvement, Consolidation, Accounts Receivable, Tax, Income Statement, Forecasting, Financial Reporting, Sarbanes-Oxley, QuickBooks, CPA, Internal Audit, SEC filings, Budgets, Finance, Financial Statements, Payroll, Sales Tax, Accounts Payable, Tax Accounting, Cash Management, Bank Reconciliation, PeopleSoft, Bookkeeping, Management, Financial Analysis
Education
San Francisco State University 1997 — 2001
MBA
University of California, Berkeley 1989 — 1994
BA, Slavic Lanuguages & Literature
Lowell High School
Goodwill Industries of San Francisco, San Mateo and Marin Counties 2003 - 2012
BlackRock 2009 - 2011
Barclays Global Investors 1993 - 2009
Fitness Anywhere, Inc. 2003 - 2005
Consultant 2002 - 2005
StraightThrough, Inc. 2000 - 2001
Charles Schwab & Co. Inc. 1992 - 1993
Greenwich Capital Markets 1986 - 1990
SeaLand Corporation 1984 - 1986
Citibank, NA 1980 - 1984
Skills
Strategy, Start-ups, Hedge Funds, Investments, Business Strategy, Business Planning, Leadership, Investment Banking, Equities, Business Analysis, Financial Services, Derivatives, Management, Fixed Income, Financial Risk, Mutual Funds, Capital Markets, Asset Management, Investment Management
Education
New York University School of Law 1981 — 1984
LLM Taxation
Villanova University School of Law 1977 — 1980
JD
University of Delaware
BA cum laude, International Relations/Business & Economics
BlackRock October 2011 - April 2015
BlackRock February 2011 - November 2011
RiskMetrics Group February 2010 - July 2010
Kaye Investments January 2009 - September 2009
Barclays Global Investors February 2008 - August 2008
Merrill Lynch July 2007 - December 2007
Skills
Equities, Spanish, Hedge Funds, Microsoft Office, Hebrew, Workshop Facilitation, Proposal Writing, Investments, Customer Service
Education
Bar-Ilan University, International
MBA
San Francisco State University
B.A, Economics
Universidad Complutense de Madrid
Morgan Stanley January 2015 - Present
COMAC Capital August 2010 - June 2014
BlackRock 2009 - 2010
Barclays Global Investors January 2004 - March 2009
Gifford Fong Associates May 2002 - February 2003
Thales 1991 - 1999
Skills
Derivatives, Hedge Funds, Fixed Income, Options, Portfolio Management, Quantitative Finance, Trading, Credit Derivatives, Equities, Investment Banking, Risk Management, Structured Finance, Financial Modeling, Valuation, Financial Risk, Investments, Financial Structuring, Bloomberg, CDS, Trading Systems, Alternative Investments, Credit
Education
University of California, Berkeley 2000 — 2002
MFE, Financial Engineering
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
MBA
Purdue University 1993 — 1995
M.Sc., Computer Science, Software Engineering
Université Paul Sabatier (Toulouse III) 1990 — 1991
DEA, Artificial Intelligence
Ecole nationale supérieure de l'Aéronautique et de l'Espace 1988 — 1991
Diplome d'Ingenieur, Aerospace Engineering, Automatic control
Franklin Templeton Investments April 2013 - Present
BlackRock December 2009 - March 2013
Barclays Global Investors August 2008 - December 2009
Grand Pacific Resorts May 2006 - July 2008
Commonwealth Bank of Australia May 2005 - May 2006
Westpac 2003 - 2005
Skills
SDLC, Agile Methodologies, SQL, XML, Business Analysis, Software Development, Sybase, .NET, C#, Requirements Analysis, Microsoft SQL Server, Project Management, Unix, Java, Integration, Spring, SOA, Enterprise Architecture, Distributed Systems, UML, Java Enterprise Edition, Web Services
Education
UNSW Australia 2002 — 2004
Master, Technology Managment
Queensland University of Technology 1998 — 2001
Bachelor, Information Technology
Delhi Public School - Noida
OMH Outpatient Clinic 2012 - 2015
Rockland Psychiatric Center 2011 - 2012
Bergen County Division of Family Guidance 2011 - 2011
Rising Star Music School 2010 - 2011
Rein Community Service 2010 - 2010
Barclays Global Investors 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Mental Health, Psychotherapy, Crisis Intervention, Social Services, Case Management, Managed Care, Healthcare Economics, Group Therapy, Adolescents, Mental Health Counseling, Family Therapy, Treatment, Care Management, Clinical Supervision, Critical Care, Treating..., Community Health Care..., Strategic Healthcare, Diagnosis and Treatment, Empathy and Compassion, Social Impact Assessment, Health Insurance Systems, Strong Interpersonal..., Relationship Management, Patient Care Management, Promote Health Education, Individual, Family, and..., Couples Counseling, Music and Play Therapy, Health and Literacy..., Training and Development, Versatile Leadership, Healthcare Management
Education
New York University 2011 — 2012
Master’s Degree, Clinical/Medical Social Work
State University of New York at New Paltz 2002 — 2006
Bachelor’s Degree, Finance and Economics
Kepos Capital 2010 - Present
Barclays Global Investors 2006 - 2010
i2 Technologies 2000 - 2002
The Boston Consulting Group 1998 - 2000
Mercer Management Consulting 1993 - 1996
Skills
Hedge Funds, Portfolio Management, Fixed Income, Quantitative Finance, Asset Managment, Financial Modeling, Investments, Systematic trading, Currencies, Machine learning, Statistical learning, Fx, Global macro, Model based trading, Statistical Arbitrage, Quantitative Investing
Education
Stanford University 2002 — 2006
PhD, Finance and Economics, Dept of Management Science and Engineering
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
Stanford University 1992 — 1993
MS, Operations Research
Stanford University 1988 — 1992
BS, Industrial Engineering
Stanford University 1988 — 1992
BA, Political Science
Charles Schwab May 2015 - July 2015
Blue Shield of California December 2014 - February 2015
Charles Schwab - Charles Schwab Bank March 2014 - October 2014
Union Bank July 2013 - December 2013
Pacific Gas and Electric Company April 2012 - July 2013
Financial Engines May 2011 - March 2012
Charles Schwab May 2009 - February 2010
Financial Engines August 2004 - November 2008
Euro RSCG Life October 2003 - May 2004
Barclays Global Investors July 2001 - February 2003
Skills
Integrated Marketing, Vendor Management, CRM, Email Marketing, Product Management, Project Management, Marketing Strategy, Multi-channel Marketing, Marketing Communications, Forecasting, Cross-functional Team..., Product Marketing, Account Management, Offset Printing, Direct Marketing, Process Improvement, Collateral, E-commerce, Consulting, Vendor Relationships, Online Marketing, Program Management, Competitive Analysis, Strategic Planning, Business Strategy, Business Analysis, Project Portfolio..., Start-ups, Negotiation, Digital Marketing, Direct Mail, Cross Functional Team..., Brand Management, Mac, Brand Development, Internal Communications, Contract Negotiation, SharePoint, Creative Problem Solving, Microsoft Excel, Invoicing, Office Management, PowerPoint, Proofreading, Channel, Marketing Management, Risk Management, Segmentation, Workfront, Adobe Acrobat
Education
Rutgers University-New Brunswick 1973 — 1977
BA
Edison Township High School 1970 — 1973
College Prep
Herbert Hoover Junior High School
250 E Pearson Board of Directors December 2014 - Present
Code Red Safety November 2013 - Present
Northhighland Consulting October 2013 - November 2013
DIBJ Enterprises, Inc January 2010 - October 2013
American Health Information Management Association December 2012 - February 2013
Reddy Ice November 2009 - December 2009
Pilgrim's Pride Corporation June 2006 - November 2008
Platinum Grove Asset Management, L.P. 2006 - 2006
HBK Investments L.P December 2001 - March 2005
Barclays Global Investors September 1993 - October 2001
Skills
Infrastructure Design, Infrastructure Building, Infrastructure..., Remote Infrastructure..., People Management, Budget Management, Cloud Computing, VMware Infrastructure, Virtualization, IT Strategy, Tactical Planning, Procurement, Project Planning, Help Desk Management, Data Center Architecture, Data Center Relocation, IT Governance, Vendor Management, Contract Negotiation, International Business, Change Management, Security Management, ITIL, Citrix, Microsoft Excel, Vlookup, Infrastructure, Management, Data Center, Governance, Technical Architecture, Budgets, Help Desk Support, CRM, Business Analysis, ERP, Project Management, Strategy, Leadership, Networking, IT Management, Integration, Enterprise Architecture, Enterprise Software, Telecommunications, SAP, Mergers & Acquisitions, Process Improvement, Team Building, SDLC
Education
Queens College
B.A, Economics
Queensborough Community College
AAS, Electrical Technology
Total Benefit Communcations August 2013 - June 2014
DK Brede Investment Management November 2012 - June 2013
BARCLAYS GLOBAL INVESTORS May 1998 - April 2008
NUVEEN & CO., INC September 1996 - May 1998
BERNSTEIN & CO., INC May 1994 - May 1996
Skills
Investment Management, Manage Client..., New Business Development, Quantitative Investing, Alternative Investments, Presentations, Qualified Retirement..., Defined Contribution, Defined Benefit, Relationship Management, Pensions, ETFs, Equities, Fixed Income
Education
Providence College 1988 — 1992
BA, Political Science
Salesforce June 2014 - Present
Hitachi Data Systems June 2009 - May 2014
Barclays Global Investors April 2007 - June 2009
Fisher Investments July 2006 - March 2007
Franklin Templeton September 1993 - June 2006
Strohl Systems 1998 - 2006
Franklin Templeton Investments 1993 - 2006
Skills
Business Continuity, Disaster Recovery, Risk Management, Crisis Management, Emergency Management, Data Center, Risk Assessment, CBCP, Business Resilience, Exercises, Program Management, Vendor Management, Contingency Planning, Testing, SharePoint, Risk Analysis, Visio, BS25999, Process Improvement, Project Management, Management, Business Impact Analysis, Business Process..., Business Continuity..., IT Service Management, Incident Management, Infrastructure, Information Security..., Governance, ITIL, Information Security, Security, IT Management, Information Technology, Strategy, IT Operations, Solution Architecture, Enterprise Risk..., IT Audit, IT Strategy, Operational Risk..., COBIT, SDLC, Project Portfolio..., Professional Services, PMP, CISA, Business Process, Security Audits, ISO 27001
Education
San Francisco State University 1988 — 1990
BS
Ulixes Consulting December 2011 - Present
Jones Lang LaSalle September 2006 - May 2009
CB Richard Ellis 2005 - 2005
Accenture 1996 - 2004
Barclays Global Investors 1993 - January 1996
Education
Pepperdine University 1987 — 1990
Bachelor of Science
Wells Fargo 2012 - 2014
BlackRock 2008 - 2011
Barclays Global Investors 2006 - 2008
Barclays Global Investors 2006 - 2006
Morgan Stanley 2004 - 2006
Jane Capital Partners, LLC 2003 - 2003
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD 1992 - 2001
Skills
ETFs, Asset Allocation, Investments, Portfolio Management, Equities, Investment Strategies, Asset Management, Risk Management, Wealth Management, Global Strategy, Finance, Asset Managment, Alternative Investments, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Strategy
Education
San Francisco State University
MBA
Bank of the West February 2013 - Present
Visa November 2011 - February 2013
Wells Fargo April 2009 - November 2011
Barclays Global Investors April 2001 - March 2009
ePIT 2000 - 2001
Longview Int'l - LVI 1999 - 2000
Utopia Technologies 1997 - 1997
Weiss Associates 1995 - 1996
Skills
Agile, Vendor Management, SDLC, Process Improvement, Business Analysis, Mobile Applications, Internet, Web Project Management, Software Project..., Agile Methodologies, Leadership, Project Management, Cross-functional Team..., Strategy, Program Management, Product Management, Agile Project Management, PMP, Business Intelligence, IT Strategy, Enterprise Architecture, Requirements Gathering, Business Process..., Project Portfolio..., Requirements Analysis
Education
University of California, Berkeley
Pomona College
Castilleja School
HS
MUFG Union Bank, N.A. July 2014 - January 2015
Pacific Maritime Association 2007 - 2014
Barclays Global Investors 2005 - 2007
Charles Schwab 2002 - 2005
Charles Schwab 2001 - 2001
Citigroup 1997 - 2001
Skills
Finance, Financial Analysis, Financial Planning, Financial Forecasting, Financial Reporting, Financial Modeling, Business Process..., Project Management, Strategic Planning, Risk Management, Business Analysis, Analytics, Strategic Analysis
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
New York University - Leonard N. Stern School of Business
Bachelor of Science (BS)
Kaiser Permanente June 2012 - Present
Transformetrix December 2008 - Present
Mellon Capital Management April 2011 - June 2012
SitePen Inc. March 2009 - May 2011
EchoStorm Worldwide May 2007 - December 2008
Safeway Inc. May 2001 - May 2007
Open Entertainment, Inc. 1999 - 2001
Barclays Global Investors 1990 - 1999
GTE Government Systems May 1984 - May 1990
Lockheed Missile and Space 1981 - 1984
Skills
Enterprise Architecture, Software Architecture, Business Architecture, Enterprise Application..., Software Engineering, Certified Project..., Software Project..., Java, Microsoft Office, .NET, C#, C++, Process Engineering, Product Development, J2EE Architecture, Business Engineering, Distributed Systems, Distributed..., IT Strategy, Architecture, Java Enterprise Edition, SDLC, Business Intelligence, Enterprise Software, Linux, Databases, Agile Methodologies, System Architecture, Software Architectural..., Software Development, Management, TOGAF, UML, Analytics, Team Leadership, Strategy, Integration, Start-ups, Project Portfolio..., Change Management, Project Management, Requirements Analysis, SOA, Microsoft SQL Server, Testing, Analysis, Agile Project Management, PMP, Quality Assurance, Leadership
Education
Santa Clara University 1983 — 1985
MS, Computer Science
San Francisco State University 1977 — 1981
BS, Computer Science
BlackRock December 2014 - Present
Bank of the West September 2013 - November 2014
BlackRock December 2009 - August 2013
Barclays Global Investors January 2005 - November 2009
Barclays Global Investors January 2002 - December 2004
Barclays Global Investors July 1999 - December 2001
Bank of Montreal December 1997 - June 1999
Financial Models Company August 1995 - November 1997
Skills
Sybase
Education
Punjabi University
B. Tech., Computer Science
BlackRock December 2009 - Present
Barclays Global Investors January 2007 - December 2009
Wells Fargo September 2006 - January 2007
Bank of America October 2001 - September 2005
Charles Schwab January 2000 - September 2001
Alcatel June 1998 - December 2000
Education
San Francisco State University
BlackRock January 2011 - Present
BlackRock December 2009 - December 2010
Barclays Global Investors February 2009 - November 2009
Barclays Global Investors September 1998 - November 2009
Chiron Corporation July 1995 - July 1998
Next, Inc. May 1995 - June 1995
Bank of America NT & SA April 1992 - April 1995
Skills
SQL, Analytics, Equity Capital Markets, Quantitative Finance, Perl, Unix, Bloomberg Data License, Autosys, Hummingbird Exceed, SAS, Microsoft Excel, Tortoise SVN, Risk Models, Datastream, Komodo, Putty, Sybase Adaptive Server, Sybase IQ, Microsoft SQL Server, Oracle SQL, Unix Shell Scripting, Job Scheduling, IXP, Informatica, Information Technology, Enterprise Architecture, Mac OS X, Market Data, Estimates, Fundamentals, IT Infrastructure..., Financial Data..., Information Architecture, Windows Server, Linux, Building Relationships, Data Quality Assurance, Release Management, Production Support, Middle Office, Back Office, Sybase, Credit Derivatives, Strategy, Fixed Income, Performance Tuning, Equities
Education
Northern Arizona University 1986 — 1991
BSBA, CIS
TGB
TGB
Power Standards Lab October 2011 - December 2014
IODA May 2008 - February 2011
Barclays Global Investors October 2002 - April 2007
ZANTAZ August 2001 - January 2002
Gracenote July 2000 - May 2001
Mjuice June 1999 - July 2000
Muscle Fish May 1998 - August 1998
Mills College August 1993 - June 1998
Skills
c, python, market data, ETL, Perl, Embedded Linux, XML, XSLT, XML Schema, sql, MySQL, Web Services, Unix, Shell Scripting, Linux
Education
Princeton University 1984 — 1988
MFA
Princeton University 1975 — 1979
BA
Pacific Gas and Electric Company June 2014 - Present
Visa January 2012 - July 2013
Gap Inc. August 2000 - 2011
Legacy Partners 2000 - 2000
Cendant Corporation 1998 - 2000
Barclays Global Investors April 1996 - December 1997
Skills
SDLC, Vendor Management, ERP, Process Improvement, Program Management, Requirements Gathering, Cross-functional Team..., Business Analysis, Business Process, Project Portfolio..., IT Strategy, Business Intelligence, Software Project..., Requirements Analysis, Resource Management, Business Process..., PMO, SharePoint, IT Management, Visio
Education
San Francisco State University, College of Business
MSBA, Computer Information Systems
San Francisco State University, College of Business
B.S., Accounting
Universidad de Buenos Aires
Computer Science
ESS Global February 2002 - Present
Charles Schwab August 1997 - January 2002
Computing Devices January 1996 - October 1997
Barclays Global Investors January 1996 - August 1997
Wells Fargo Bank January 1994 - December 1996
PRC Aviation September 1989 - December 1995
District Attorney's Office - San Mateo County January 1990 - January 1994
Education
University of California, Santa Cruz 1991 — 1993
Certificate, Unix System Management and Administration
San Francisco State University 1984 — 1986
BS, Computer Science
US Air Force Officer Training 1983 — 1986
2nd Lieutenant, Commissioned US Air Force Officer
San Diego State University-California State University
BlackRock December 2009 - Present
Barclays Global Investors 2007 - January 2010
Fox-Pitt, Kelton Inc. June 2006 - April 2007
Swiss Re CMA 2000 - 2006
Urban Box Office August 2000 - August 2000
Classic Model & Talent Inc. June 1999 - August 1999
Bright Horizons Children's Centers, Inc. June 1998 - August 1998
Skills
Citrix, Leadership, Business Analysis, Equities, Fixed Income, ITIL, Disaster Recovery, Active Directory, SDLC, Sales, Vendor Management, Windows 7, IT Operations, IT Management, IT Strategy
Education
EXIN 2007 — 2007
ITIL - Foundation Certificate in IT Service Management
HDI 2007 — 2007
Customer Support Training
Global Knowledge 2004 — 2004
Certification - Understanding Networking Fundamentals
New York Institute of Finance 2004 — 2004
Certification - Equity Trading
New York Institute of Finance 2004 — 2004
Certification - Fundamentals of the Securities Industry 1
IPC Trading Systems Educational Services 2003 — 2003
Certification - Alliance MX Installation & Maintenance Level 1 Training
IPC Trading Systems Educational Services 2002 — 2002
Certification - Alliance MX Customer Product Training
Chubb Institute of Technology 1999 — 2000
CTS - Computer Technical Support
Pace University 1998 — 1999
Early Childhood Development / Psychology
West Orange High School 1994 — 1998
BlackRock April 2006 - Present
Barclays Global Investors August 2002 - March 2006
Barclays Global Investors October 1999 - July 2002
NCCED January 1996 - July 1998
Skills
Portfolio Performance..., ETFs, Equities, Institutional..., Performance Measurement, Index Funds, Derivatives, Mutual Funds, Asset Allocation, Investment Management, Risk Management, Sybase, Fixed Income, Compliance, Nonprofits, Federal Grants..., Bloomberg, GIPS, Trading, Emerging Markets, Financial Services, Fund Accounting, Corporate Actions, Asset Management
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.)
Northwest Security September 2013 - Present
East County Veterans June 2011 - March 2014
Leibovitz Goodwin Law Group August 2013 - September 2013
BlackRock December 2009 - May 2010
Barclays Global Investors April 2000 - November 2009
Citicorp Credit Services August 1997 - August 1999
Citicorp Credit Services June 1996 - August 1997
Skills
FINRA, Mutual Funds, Asset Managment, ETFs, Equities, Financial Risk, Alternative Investments, Risk Management, AML, Capital Markets, Fixed Income, Investments, Due Diligence, Portfolio Management, Corporate Governance, Securities, Asset Management, Analysis, Finance
Education
Park University 1996 — 1998
Bachelor of Arts (B.A.), Finance, General
Fisher Investments Institutional Group SVPCallan Associates1994 - 2003
Oppenheimer & Co. 1992 - 1994
Barclays Global Investors 1985 - 1990
Education
San Francisco State University
BlackRock April 2015 - Present
iShares August 2012 - April 2015
iShares August 2011 - August 2012
BlackRock January 2010 - August 2011
Barclays Global Investors April 2009 - January 2010
Barclays Global Investors July 2006 - April 2009
Skills
Securities Lending, Equities, Capital Markets, Global Macro, Research, ETFs, Investments, Asset Management, Money Market Funds, Equity Funding, Repo, Seed Capital, Hedging, Fixed Income, Portfolio Management
Education
Royal Holloway, University of London 2003 — 2004
MA, European Business
Royal Holloway, University of London 2000 — 2003
BSc. (Hons), Economics and Management
Your Divine January 2014 - Present
Yahoo! December 2009 - November 2012
Yahoo! July 2009 - December 2009
Apple May 2008 - July 2009
Barclay's Global Investors September 2007 - April 2008
Google 2006 - 2007
Remedy 2005 - 2006
Skills
Applicant Tracking..., Talent Acquisition, Scheduling, Offer Letters, University Relations, Onboarding, Interviewing, Full-cycle Recruiting, Internet Recruiting, PeopleSoft, Cold Calling, Outlook, Sourcing, Account Management, Word, Event Planning, Vendor Management, Microsoft Office, Customer Service, Excel, Expenses, Space-planning, Business Visas, Procure-to-Pay, Travel Planning, Administrative..., Interviews, Management, Hiring
Education
San Francisco State University 2002 — 2004
BA
TIAA-CREF January 2015 - Present
CTB/McGraw-Hill May 2014 - January 2015
Financial Services September 2012 - May 2014
Franklin Templeton December 2002 - September 2012
Franklin Templeton Institutional December 2002 - January 2008
Charles Schwab & Co February 1999 - October 2002
Merrill Lynch September 1997 - February 1999
Barclays Global Investors January 1996 - September 1997
Wells Fargo June 1993 - December 1995
Skills
Leadership, Mutual Funds, Equities, Management, Asset Managment, Investments, Marketing Communications, Strategic Communications, Internal Communications, Investment Management, Wealth Management, Investment Strategies, Financial Services, Asset Management, Crisis Communications, Strategy, Alternative Investments, Fixed Income, Portfolio Management, Series 7, Securities, Business Strategy, Corporate Communications, Series 63, Asset Allocation, ETFs, Hedge Funds, Relationship Management, Investment Advisory, SharePoint, 401k, Bloomberg, Retirement Planning, Financial Markets, Emerging Markets, Investor Relations
Education
Saint Mary's College of California
MBA
University of California, Los Angeles
BA, English Literature / History
ALAN (K)IZOR & PARTNERS CONSULTING, LLC June 2009 - Present
Union Bank October 2004 - December 2008
Merrill Lynch September 1997 - March 2002
Barclays Global Investors 1995 - 1997
Wells Fargo 1980 - 1995
Skills
Business Strategy, Financial Services, Investments, Mutual Funds, Product Development, Product Management, Sales Management, Retirement, Banking, Equities, Leadership, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Start-ups, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, International Business
University of Colorado Boulder
BA
Macys.com November 2010 - Present
Wells Fargo 2009 - January 2011
Barclays Global Investors 2005 - 2009
E2open 2005 - 2005
Failsafe Systems 2003 - 2004
Vertica Software 1999 - 2001
Canon Research, America 1998 - 1999
MDL Information Systems 1987 - 1998
Education
Purdue University
WHV Investment Management, Inc. 2013 - 2013
Federal Home Loan Bank August 2008 - October 2009
BARCLAYS GLOBAL INVESTORS February 2008 - July 2008
The Bank of New York November 2005 - February 2008
Morgan Stanley December 2004 - July 2005
TIAA-CREF 1995 - 2004
Education
Pace University 1999 — 2004
Wells Fargo April 2013 - May 2014
Walmart eCommerce January 2013 - March 2013
Wells Fargo Bank February 2011 - August 2012
BlackRock Institutional Trust Company, N.A. December 2009 - January 2011
Barclays Global Investors June 2006 - December 2009
Charles Schwab December 1994 - May 2006
Skills
PMP, Certified Scrum Master, ITIL Foundation, Strategic Planning, SDLC, PMO, Vendor Management, Software Quality..., Software Development, Budgets, Business Analysis, Agile Methodologies, Software Project..., Process Improvement, Scrum, Quality Assurance, Test Automation, Cross-functional Team..., Requirements Gathering, Project Management, Waterfall, Business Intelligence, User Acceptance Testing, ITIL, JIRA, Integration, IT Management, Databases, Requirements Analysis, Testing, Software Documentation, Agile Project Management, Data Warehousing, E-commerce, Analysis, Outsourcing, Release Management
Education
San Francisco State University, College of Business
B.S., Business Analysis & Information Systems
Lombardia Capital Partners 2014 - Present
RM Chase/SixDi 2012 - 2014
SVB Capital 2007 - 2012
Northern Trust 2005 - 2007
Victory Capital Management 2003 - 2005
Mesirow Financial 2001 - 2003
Barclays Global Investors 1998 - 2001
State Street Bank 1996 - 1998
Skills
Fund Of Funds, Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Investments, Investor Relations, Due Diligence, Corporate Development, Asset Managment, Valuation, Capital Markets, Equities, Strategy, Financial Services, Portfolio Management, Asset Management, Investment Management, Mergers, Investment Strategies, Management Consulting, Trading, Wealth Management, Pension Funds, Financial Modeling, Options, Series 63, Corporate Finance, Mutual Funds, Structured Finance, Institutional, Financial Analysis, Investment Banking, Strategic Financial..., Bloomberg, Asset Allocation, Funding, Fixed Income, Financial Structuring, Equity Valuation, Mergers & Acquisitions, Bonds, Securities, Equity Research, Series 7, Derivatives, Institutional..., Financial Markets, Investment Advisory, Emerging Markets
Education
Northwestern University
Bachelor of Arts (BA), Economics
University of California, Hastings College of the Law
JD
Guggenheim Partners July 2009 - Present
Transparent Value July 2009 - June 2010
Northern Trust 2007 - 2009
Northern Trust Global Investments 2006 - 2009
Barclays Global Investors 1999 - 2006
Skills
Investments, Equities, Portfolio Management, Asset Management, ETFs, Integration
Education
Purdue University
Master of Business Administration (MBA)
University of New Hampshire
Bachelor of Arts (BA), Economics/Computer Science
Calamos Investments March 2013 - Present
Calamos Investments April 2010 - March 2013
Hartford Investment Management Co. (HIMCO) October 2007 - April 2010
Northern Trust Global Investments 2002 - 2007
Barclays Global Investors 2000 - 2002
Stein Roe & Farnham November 1995 - April 2000
Skills
Investment Management, Investment Strategies, Fixed Income, Equities, Series 7, Series 63
Education
Northern Illinois University - College of Business 1999 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Western Illinois University 1984 — 1987
Bachelor's Degree, Finance
Downers Grove North High School
HS Diploma
California Academy of Sciences December 2013 - Present
The Governance Fund Advisors, LLC February 2009 - Present
Hass School of Business, UC Berkeley March 2008 - Present
Fannie Mae July 2005 - February 2008
PRMIA 2003 - 2005
Barclays Global Investors 1997 - 2004
Federal Reserve Bank of San Francisco 1993 - 1997
Unocal Corporation 1967 - 1992
Skills
Internal Audit, Risk Management, Operational Risk..., Financial Analysis, Credit Risk, Enterprise Risk..., Financial Risk, Governance, Risk Assessment, Corporate Governance, Portfolio Management, Capital Markets, Hedge Funds, Derivatives, Banking, Leadership, Operational Risk, Financial Services, Due Diligence, Auditing, Internal Controls, Asset Management
Education
San Francisco State University
Nektan August 2011 - Present
Blue Shield of California February 2011 - August 2011
Blue Shield of California September 2010 - February 2011
Blue Shield of California May 2009 - November 2010
Barclays Global Investors May 2006 - May 2009
Wells Fargo 2005 - 2006
Levi Strauss & Co 1998 - 2004
Skills
SDLC, Vendor Management
Education
Northwestern University 1995 — 1996
MA, Integrated Marketing Communications
Northwestern University 1991 — 1994
BA, Communication Studies
Menta Capital LLC January 2007 - Present
Evnine & Associates, Inc. 2002 - 2006
CalSTRS 2000 - 2001
Andrews Technology April 2000 - July 2000
Zurich Scudder Investments February 1999 - July 2000
Barclays Global Investors August 1994 - February 1999
Barclays Global Investors April 1993 - August 1994
Wells Fargo Nikko Investment Advisors April 1993 - August 1994
Beaumont, Texas December 1990 - December 1992
New China Restaurant, Inc February 1976 - December 1992
Skills
Portfolio Management, Securities, Equities, Hedge Funds, Trading, Asset Managment, Asset Management, Alternative Investments, Investment Strategies, Investments, Bloomberg
Education
Pace University - Lubin School of Business 1984 — 1986
BS, Finance
Wayne State University 1980 — 1983
Pre-Pharmacy/Pre-Medical
HR Consulting May 2014 - Present
Jennifer Flegel Consulting April 2012 - Present
Sephora July 2013 - May 2014
Serena & Lily July 2011 - April 2012
Barclays Global Investors October 2006 - March 2008
Williams-Sonoma, Inc. August 1998 - October 2006
Motorola 1992 - 1998
Skills
Personnel Management, Organizational Design, Succession Planning, Workforce Planning, Talent Management, Deferred Compensation, Executive Pay, Performance Management, HRIS, Employee Relations, Organizational..., Sourcing, Vendor Management, Recruiting, Human Resources, Organizational..., Management Development, Employee Benefits, Onboarding, Talent Acquisition, Employer Branding, Applicant Tracking..., Employee Engagement
Education
Northern Arizona University 1988 — 1992
BS, General Studies, Org. Development and Communications
BlackRock Institutional Trust Co., N.A. December 2009 - Present
Barclays Global Investors March 1989 - December 2009
Kemper Financial Services April 1982 - April 1988
Skills
Financial Reporting, Mutual Funds, Due Diligence, Financial Statements, Hedge Funds, Bloomberg, Auditing, Fund Accounting, Internal Controls, Capital Markets, Risk Management, Portfolio Management, Derivatives, Equities, Analysis, ETFs, Asset Management, Valuation, SEC filings, Accounting, Financial Analysis, Investments, Financial Modeling, Financial Services
Education
Queens College
B.A., Accounting
AT&T September 2010 - Present
Dealtree.com, a Best Buy Brand June 2010 - August 2010
Integrated Device Technology April 2009 - April 2010
Jet Propulsion Laboratory September 2007 - October 2008
Logitech October 2007 - June 2008
Boeing June 2006 - April 2007
Barclays Global Investors September 2005 - June 2006
Rapid Learning Deployment, LLC 2003 - 2006
ESRI May 2005 - August 2005
Western Asset Management February 2005 - May 2005
Education
Orissa University of Agriculture and Technology 1992 — 1996
BS, Electronics Engineering
BlackRock November 2010 - Present
China Investment Corporation (CIC) November 2011 - April 2012
Barclays Global Investors April 2007 - November 2010
Syracuse University Whitman school of management August 2002 - April 2007
China Cheng Xin International (CCXI) January 2002 - June 2002
Renmin University of China July 1998 - August 2000
Skills
Bloomberg, Quant Equity Research, Quantitative Analysis, Commodities, Equities, Global Equity, Trading research, Matlab, SAS, R/s-plus, SQL, Commodity, Asset Allocation, Quantitative Analytics, Data Analysis, Equity Research, Investment Strategies, Portfolio Management, Financial Services, Financial Modeling, Quantitative Finance
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2008
MS, PHD, Finance/Statistics
Stanford University 2006 — 2006
visiting researcher, Financial Mathematics
Renmin University of China 2000 — 2002
BS, MS, Statistics/Risk Management & Acturial Science
DriveSavers Data Recovery February 2011 - Present
SMD Consulting Inc January 2010 - February 2011
Conifer Securities December 2008 - December 2009
Morgan Stanley November 2003 - November 2008
Barclays Global Investors March 2001 - November 2003
Bear Stearns March 1999 - August 2000
Dresdner/RCM Global Investors May 1998 - March 1999
BNP Paribas October 1996 - February 1998
Citibank October 1993 - October 1996
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Capital Markets, FX, Customer Relations, Options, Risk Management, Private Equity, Due Diligence, SMA, Alternative Energy, Swaps, Customer Service, Asset Management, Solution Selling, Equities, Derivatives, Investments, Securities, Financial Services, Bonds, CRM, Banking, Relationship Management, Strategy, Business Development, Finance, Settlement, Corporate Actions, Investment Management, FX Options
Education
San Diego State University-California State University 1985 — 1990
BA, Finance - Int'l Business/Econ
BlackRock January 2013 - Present
iShares December 2011 - January 2013
iShares April 2009 - December 2011
Barclays Global Investors November 2002 - April 2009
Bank of America - Banc of America Capital Management November 1994 - September 2002
Franklin Templeton Group 1990 - 1994
Skills
FINRA Series 7, 24, 63...
Education
San Diego State University-California State University 1986 — 1990
BA, Political Science
DTCC September 2010 - Present
JPMorgan May 2001 - May 2010
Barclays Global Investors 2000 - 2001
NatWest Bank January 1998 - April 2000
Fischer Francis Trees & Watts September 1994 - January 1998
Education
The Ohio State University 1983 — 1988
Ph D, Physics
Peking University 1979 — 1983
BS, Physics
SoFi July 2014 - Present
VISA September 2011 - July 2014
Ziba Group October 1999 - September 2011
Visa 1999 - September 2011
Liparita Cellars June 2010 - August 2011
Greening Management Systems, Inc. January 2006 - March 2010
Barclays Global Investors 2006 - 2008
Container and Pooling Solutions, Inc. (CAPS) October 1999 - November 2004
Price Waterhouse Management Consultants February 1994 - July 1998
Skills
Java, Agile Methodologies, Spring, Hibernate, Software Development, Architecture, Unix, Cloud Computing, SQL, Hadoop, Hive, Jenkins, Integration, Distributed Systems, Enterprise Architecture, Java Enterprise Edition, Software Engineering, SDLC, REST
Education
Northwestern University 1989 — 1993
BA, Mathematics
Asti Financial Management, LLC January 2005 - Present
Financial Planning Association of San January 2012 - December 2012
Golden Gate University January 2009 - December 2012
Member of BNI, Better Referral Network Chapter 2009 - November 2010
Van Wagoner Capital Management January 2001 - January 2005
mPower/401k Forum January 1997 - January 2001
Barclays Global Investors 1995 - 1997
Skills
Financial Planning, Mutual Funds, Investment Advisory, Retirement, Wealth Management, Strategic Financial..., Financial Advisory, Securities, Asset Allocation, Small Business, Financial Services, Fixed Annuities, Investment Management, ETFs, Series 65, Personal Finance, Retirement Planning, Certified Financial..., Estate Planning
Education
University of California, Berkeley 2003 — 2005
Graduate, Financial Planning
San Francisco State University 1989 — 1991
BS, Finance, Banking, Real Estate
Catapult Marketing August 2013 - Present
SmartEquip January 2010 - July 2013
Barclays Global Investors May 2008 - December 2008
TEKsystems August 2007 - December 2007
PHH Mortgage October 2003 - February 2007
AT&T February 2001 - June 2003
Prudential Financial May 2000 - January 2001
Fujitsu February 1999 - April 2000
Hewlett-Packard June 1995 - January 1999
Skills
SDLC, SQL, User Acceptance Testing, Agile Methodologies, Software Project..., Test Planning, Quality Center, Quality Assurance, Requirements Analysis, Requirements Gathering
Education
Osmania University
Bachelor of Arts (B.A.), Economics, History, Political Science
Saraswathi Sishu Vidya Mandir
S.S.C, Science, Maths
Barclays Global Investors 2000 - 2008
BGI 2000 - 2008
Vestek Systems 1996 - 2000
Thomson Reuters 1996 - 2000
Prudential Investments 1995 - 1996
Brooklyn College 1994 - 1995
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Rutgers, The State University of New Jersey-Newark
PhD, Finance
Sonoma State University
BA, Finance
RBC Global Asset Management June 2013 - Present
Canada Pension Plan Investment Board (CPPIB) January 2010 - May 2013
Barclays Global Investors September 2008 - November 2009
Connor, Clark, and Lunn August 1999 - June 2001
Skills
Quantitative Analytics, Equities, Portfolio Optimization, Quantitative Research, Quantitative Finance, Asset Managment, Hedge Funds, Equity Research, Asset Management, Portfolio Management, Analytics, Asset Allocation, Risk Modeling, Investment Strategies
Education
The University of British Columbia 2001 — 2009
Ph.D.
The University of British Columbia 1993 — 1995
MSc
Queen's University 1988 — 1992
BScE
University of Washington
CDI IT Solutions / IBM August 2009 - Present
Barclays Global Investors August 2007 - March 2009
IBM Professional Services 2004 - 2007
Investors Bank & Trust 2001 - 2004
Banc of America Securities 1998 - 2000
InPower INC 1997 - 1998
Providian Home Loans 1995 - 1998
Barclays Global Investors 1995 - 1996
Education
San Francisco State University 1984 — 1989
BS, Computer Science
Wells Fargo 2011 - Present
Independent Consulting 2009 - 2011
Barclays Global Investors 2007 - 2009
Barclays Global Investors 2000 - 2007
Education
Saint Mary's College of California 2004 — 2005
MS, Financial Analysis and Investment Management
University of California, Davis 1994 — 1999
BA, BS, Economics, Food Science
BTIG October 2012 - Present
Merlin Securities December 2008 - 2012
Morgan Stanley 2007 - 2009
Citco Fund Services 2006 - 2008
Barclays Global Investors 2000 - 2005
Skills
Prime Brokerage, Series 7, Series 63, Mutual Funds, Equities, Portfolio Management, Investments, Hedge Funds, Securities Lending, Fixed Income, Alternative Investments, Middle Office, Risk Management, Securities, Bloomberg, Equity Trading, Options, Derivatives, Electronic Trading, Capital Markets
Education
Saint Mary's College of California 2006 — 2008
Master of Science (MS), Finance, General
University of California, Davis 1988 — 1993
Bachelor of Arts (B.A.), Economics
BlackRock July 2011 - Present
BlackRock December 2009 - Present
Barclays Global Investors August 2008 - December 2009
Barclays Global Investors July 2002 - August 2008
Terraspring January 2000 - May 2002
LSI Logic June 1996 - January 2000
Education
San Francisco State University 1985 — 1990
BS, Management
BlackRock December 2009 - Present
Barclays Global Investors June 2005 - December 2009
Software Development Company July 2004 - June 2005
Skills
Trading Systems, Equities, Market Data, Fixed Income, Spring, WebSphere MQ, Sybase, Derivatives, SDLC, Perl, Unix Shell Scripting, JUnit, FX Options, SWIFT payments, Back Office, Settlement, Financial Services, Financial Markets, Capital Markets, Unix, SQL, Hedge Funds, JMS, Electronic Trading
Education
Osmania University 2002 — 2004
Masters in Information Systems
Sensato Investors LLC September 2009 - Present
Barclays Global Investors September 2004 - September 2009
Palecek 2001 - 2004
Education
San Francisco State University
BA, International Relations
Facebook March 2013 - Present
Baseline Ventures September 2009 - February 2013
Barclays Global Investors November 2007 - March 2009
Skills
Outlook, Event Planning, Office Management, File Management, Office Administration, Customer Service, Social Media, Management, Leadership, Microsoft Office, Google Docs/Calendar, Gmail, Social Networking, Facebook, Calendaring, Administrative..., Administrative..., Time Management, Awesomeness, Microsoft Excel
Education
San Francisco State University 2005 — 2007
Communications
PayPal March 2012 - Present
BlackRock Inc. (formerly Barclays Global Investors) October 1999 - July 2011
Barclays Global Investors October 1999 - July 2011
Barclays Global Investors October 1999 - July 2011
Wells Fargo January 1997 - October 1999
State Street California, Inc January 1995 - January 1997
Skills
Mutual Funds, Trading, Derivatives, Governance, Private Equity, ERISA, Securities Lending, Commodity Pools, Product Compliance, Regulatory Examinations, Asset Managment, Corporate Law, Fixed Income, ETFs, Equities, Policy, Hedge Funds, Investment Management, Securities, Alternative Investments, Financial Risk, Investments, Risk Management, Portfolio Management, AML, Due Diligence, Corporate Governance, Operational Risk, Banking, Investment Advisory, Financial Services, Valuation, Investment Banking, Asset Allocation, KYC, Securities Regulation, Internal Controls, OFAC, Sarbanes-Oxley Act, Trading Systems, Operational Risk..., Process Improvement, Asset Management, Capital Markets, Management, Finance, Leadership, Internal Audit, Cross-functional Team..., Mergers & Acquisitions
Education
San Francisco State University
Bachelor of Science, Business Administration; Finance, Banking; Real Estate
Angel Camp Vineyard July 2015 - Present
Wells Fargo Securities June 2010 - June 2015
Angel Camp Vineyard November 2009 - June 2010
Barclays Global Investors January 2002 - October 2009
Donaldson, Lufkin & Jenrette January 1999 - March 2001
Skills
Hedge Funds, Fixed Income, Asset Managment, Portfolio Management, Equities, Capital Markets, Bonds, Investments, MBS, Structured Finance, Derivatives, Trading, High Yield, Asset Management
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance and Marketing
Tufts University 1981 — 1985
BA, Economics
Fuller & Thaler Asset Management February 2013 - Present
BlackRock September 2008 - February 2013
Barclays Global Investors September 2008 - December 2009
MMC 2000 - 2001
Mercer Management Consulting 1995 - 2000
Education
The University of Chicago 2003 — 2008
PhD, Finance
University of Chicago 2001 — 2003
MBA
Princeton University 1991 — 1995
AB
Westminster 1986 — 1991
Coffee Bar December 2007 - Present
Mr. Espresso January 2001 - Present
Barclays Global Investors September 1999 - January 2001
Skills
Event Planning, Social Media, Wine, Food, Food Industry, Food Service, Marketing Strategy, Food & Beverage, Restaurant Management, Restaurants, Menu Development, Business Strategy, Brand Development, Digital Marketing, Inventory Management, Sales, Management, Customer Service, Marketing, Event Management
Education
Saint Mary's College of California 1995 — 1999
bachelor science, Business Administration, Economics
St. Joseph Notre Dame 1990 — 1994
UBS July 2014 - Present
Barclays February 2010 - June 2014
Barclays Global Investors October 2007 - January 2010
Goldman Sachs May 2004 - August 2007
Goldman Sachs May 2001 - May 2004
Goldman Sachs February 1994 - May 2001
Cravath, Swaine & Moore LLP September 1986 - February 1994
Skills
Hedge Funds, Mergers, Securities, Private Equity, Capital Markets, Equities, Banking, Corporate Finance, Securities Regulation, Mergers & Acquisitions, Finance, Investment Banking, Corporate Law, Financial Structuring, Joint Ventures, Trading, IPO, Asset Management
Education
New York University School of Law 1983 — 1986
JD
Penn State University 1979 — 1983
BS, Accounting
Silicon Valley Bank January 2011 - Present
Silicon Valley Bank June 2010 - December 2010
Barclays Global Investors April 2005 - May 2010
Barclays Global Investors April 2005 - November 2009
Education
San Francisco State University
BS, Accounting
SquareOne Properties, LLC 2010 - Present
Barclays Global Investors 2008 - 2009
Barclays Global Investors 2000 - 2008
Barclays Global Investors 1995 - 2000
Wells Fargo Nikko Investment Advisors 1991 - 1993
Wells Fargo Investment Advisors 1985 - 1990
Education
San Diego State University-California State University
University of Pennsylvania - The Wharton School
Executive Education-Strategy Development
Gap Inc./Banana Republic September 2013 - Present
BlackRock March 2010 - April 2013
Barclays Global Investors October 2005 - March 2010
Reebok 2004 - 2004
Accel-KKR 2000 - 2004
Heidrick and Struggles 1989 - 1996
Skills
Mergers, Onboarding, Succession Planning, Talent Acquisition, Compensations, Global Recruiting, Talent Reviews, Mergers & Acquisitions, Talent Management, Employee Relations, Internet Recruiting, Recruiting, Team Management, Strategy, Human Resources, Management, Sourcing, Performance Management, Leadership, HRIS
Education
Ohio Wesleyan University
BA, Spanish and Economic Management
Orthofix 2007 - Present
Barclays Global Investors 1996 - 2001
Skills
Operating Room, Market Development, Disposables, Capital Equipment, Surgical Instruments, Surgeons, Medical Devices
Education
University of San Francisco 1993 — 1996
Portland State University
Bachelor of Science (BS), Communication, General
Senvest Management, LLC November 2013 - Present
Talara Capital Management 2010 - October 2013
Sabretooth Capital Management January 2010 - July 2010
Barclays Global Investors November 2008 - December 2009
Harvard Management Company June 2005 - November 2008
Education
Saint Anselm College 2001 — 2005
Jefferies May 2015 - Present
Jefferies & Company March 2013 - May 2015
BlackRock July 2008 - February 2013
Barclays Global Investors July 2007 - July 2008
Northern Trust August 2006 - July 2007
Northern Trust July 2005 - July 2006
Skills
Equities, Asset Management, Fixed Income, Securities, Investments, Securities Lending, Equity Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Management, Series 7, Bloomberg, Alternative Investments, Derivatives
Education
Northwestern University 2001 — 2005
BS
Tsinghua University 2004 — 2004
FinancialForce.com November 2014 - Present
Peet's Coffee & Tea March 2011 - October 2014
BlackRock - (merged Barclays Global Investors) January 2010 - March 2011
Barclays Global Investors August 2007 - December 2009
Barclays Global Investors November 2005 - August 2007
DreamWorks Animation September 2002 - November 2005
JP Morgan Chase May 2002 - September 2002
OneBody February 2002 - April 2002
Martin Progressive October 2001 - February 2002
Intershop Communications July 2000 - January 2001
Skills
IT Management, Management, IT Service Management, IT Infrastructure..., ITIL Implementation, ITIL, ITIL Certified, KCS, Knowledge Management, Salesforce.com, Active Directory, Atlassian JIRA, JIRA, Microsoft Exchange, Citrix, Operating Systems, Networking, XP, Windows XP, Microsoft Office, Windows 7, Software Documentation, Blackberry Enterprise..., Linux, Unix, Remote Desktop, VMware, SunRay, Numara Footprints, Windows, Mac OS, Bloomberg, McAfee, Enterprise Vault, Barra Aegis, Bloomberg Software, Confluence, Project Management, Project Planning, Amazon Web Services..., Servers
Education
Learn iT! 2007 — 2007
ITIL - Foundation Certificate IT Service Management, Certified
San Francisco State University 2000 — 2001
Unix Administration / C/C++ Certification, Certified
University of California, Santa Barbara 1994 — 1997
Bachelors of Art, Art Studio, Animation, Photography
LAHS
DIRECTV May 2014 - Present
Full Frame Analytics March 2014 - Present
Pacific Life February 2013 - April 2014
Everest Consulting Group November 2010 - August 2013
WD, a Western Digital company March 2012 - December 2012
Experian November 2010 - December 2011
UnitedHealth Group (Prescription Solutions) July 2009 - November 2010
Mastech, Inc. December 2008 - November 2010
Kaiser Permanente December 2008 - July 2009
Barclays Global Investors May 2008 - December 2008
Skills
Data Warehousing, Master Data Management, Dimensional Modeling, Enterprise Data..., MapReduce, Apache Pig, Apache Hive, Cloudera Impala, Apache Sqoop, Apache Oozie, Apache HBase, R, Apache Mahout, Python, Statistica, RapidMiner, Hadoop Architecture, Big Data Architecture, Data Scientist, Objective-C, iOS Programming, Data Virtualization, Data Visualization, Information Management..., Business Intelligence, EII, SDLC, Informatica, Data Warehouse..., Data Modeling, Business Analysis, Requirements Analysis, Data Integration
Education
Rochester Institute of Technology 2001 — 2004
Master's degree, Masters of Computer Sciences
University of California, Irvine
Predictive Analytics Certificate Program, Predictive Analytics
University of California, Irvine
Data Scientist Certificate Program, Data Science
Barclays Global Investors 2000 - 2006
Oppenheimer Capital 1994 - 2000
Education
New York University 1990 — 1994
Bachelor of Science (BS)
City & County of San Francisco May 2011 - Present
Barclays Global Investors 1998 - 2001
Skills
Government, General Ledger, Auditing, Accounting, Financial Reporting, Policy, Financial Statements, GAAP, Account Reconciliation, Internal Controls, PeopleSoft, Sarbanes-Oxley Act, Financial Analysis, Accounts Payable, Budgets, Government Accounting, Access, Accounts Receivable, QuickBooks, Analysis
Education
San Francisco State University 1992 — 1996
Accounting
SVB Financial Group June 2010 - Present
Barclays Global Investors April 2005 - May 2010
Charles Schwab April 2003 - April 2005
Education
San Francisco State University
Bachelor of Science (BS), Accounting