Barclays Global Investors
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Barclays Global Investors Employees
Charles Schwab June 2013 - Present
BlackRock December 2009 - March 2013
BlackRock 2000 - 2011
Barclays Global Investors January 2000 - November 2009
Charles Schwab April 1999 - December 1999
AIM Advisors, Inc. (formerly GT Global) March 1997 - March 1999
Skills
Investment Company Act, Investment Advisers Act, ERISA, Bank collective..., Series 7, Series 24, Series 63, ETFs, Legal Compliance, Equities, Hedge Funds, Asset Management, Financial Services, FINRA, Securities, Compliance
Education
UC Santa Cruz
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Jen On-The-Go June 2014 - Present
BlackRock November 2013 - May 2014
BlackRock 2009 - 2010
Barclays Global Investors August 2006 - 2009
Venables Bell and Partners October 2005 - June 2006
Publicis & Hal Riney August 2001 - October 2005
Skills
Integrated Marketing, Marketing, Digital Marketing
Education
University of Nebraska-Lincoln 1996 — 2001
Bachelor of Arts (B.A.), Major: Marketing, Minor: Fashion Merchandising & Design
Red Wing Shoe Co. August 2013 - Present
Procential Partners March 2012 - August 2013
Technisource April 2010 - October 2011
Stratam Group January 2009 - March 2010
Wells Fargo Bank August 2006 - November 2008
Wells Fargo Bank December 2003 - July 2006
Merrill Lynch 1998 - 2001
Barclays Global Investors 1997 - 1998
Watson Wyatt 1986 - 1996
Watson Wyatt Worldwide 1986 - 1996
Skills
Pensions, Retirement, Healthcare, Vendor Management, SDLC, Financial Services, Process Improvement, Program Management, Project Portfolio..., PMO, Business Analysis, Risk Management, PMP, Project Management, Portfolio Management, Change Management, CRM, Leadership, Team Leadership
Education
University of California, Los Angeles 1972 — 1974
BA
iParadigms LLC May 2013 - Present
Moody's Analytics January 2012 - March 2013
Blurb January 2010 - January 2012
Barclays Global Investors January 2009 - January 2010
Barclays Global Investors April 2005 - December 2008
Propero Limited 2000 - 2004
Dresdner Kleinwort 1998 - 2000
Various 1987 - 1997
Skills
Ruby on Rails, JRuby, Git, Embedded Ruby, Puppet, Java, jQuery, Amazon Web Services..., Linux
Education
University of Cape Town
B.Sc(Hons), Mathematics, Physics, Computer Science, Astronomy
BlackRock January 2015 - Present
BlackRock January 2011 - December 2014
Barclays Global Investors April 2007 - August 2008
University of Oxford January 2006 - January 2007
Skills
Asset Allocation, Portfolio construction, Global Macro, Risk premia, Risk parity, Risk Management, Tactical Asset...
Education
University of Oxford 2002 — 2005
DPhil, Molecular Spectroscopy
University of Oxford 1998 — 2002
MChem, Chemistry
BWS
Mad*Pow December 2014 - August 2015
Practice Fusion January 2013 - November 2014
Obama for America September 2011 - November 2012
Zendesk January 2012 - August 2012
Graceland Heavy Industries April 2009 - January 2012
Barclays Global Investors February 2008 - March 2009
TeaLeaf Technology September 2007 - January 2008
Cooper July 2004 - August 2007
Parati Consulting July 2001 - July 2004
GreenLine Systems 2003 - 2004
Skills
Interaction Design, Design Strategy, Research Design, Software Product..., Information Architecture, Video Production, Consulting, Product Management, Writing, Production Managment, User Experience, User Research, Wireframes, Mobile Applications, Creative Direction, Copywriting, Web Analytics, User Interface, Start-ups, Software Documentation, Persona, Technical Writing, Experience Design, Content Strategy, User-centered Design, Social Media, Web Applications, Ethnography, User Interface Design, Mobile Devices, Mobile Design, User Experience Design, Cat Herding
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BFA, Theater Management
BlackRock April 2010 - Present
Barclays Global Investors 2008 - April 2010
Barclays Global Investors 2002 - 2008
Morningstar (Acquired mPower.com Inc, an online investment advisor in 2003) 1999 - 2002
Charles Schwab & Co. 1995 - December 1999
Charles Schwab 1993 - 1995
Skills
Finance, Sales, Marketing, Mutual Funds, Asset Managment, Investments, ETFs, Investment Advisory, Strategic Financial..., Retirement Planning
Education
University of California, Los Angeles
Bachelor of Arts, English
Barclays Global Investors 1999 - 2001
US Navy June 1995 - July 1999
Skills
Management, Financial Accounting, Elementary Education, Religious Education, Team Building, Operations Management, Military Operations, Military Experience, Military Logistics, Leadership, Financial Analysis, Analysis
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Accountancy
Deutsche Bank November 2013 - Present
ProShare Advisors, LLC July 2008 - November 2013
State Street July 2005 - August 2008
Merrill Lynch March 2003 - June 2005
Barclays Global Investors June 2000 - July 2003
Prudential Financial April 1999 - July 2000
ING 1995 - 1998
SunAmerica Financial Group April 1992 - June 1995
Skills
Alternative Investments, ETFs, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Hedge Funds, Investment Advisory, Financial Markets, Asset Managment, Financial Services, New Business Development, Insurance, Capital Markets, Finance, Management
Education
School of Hard Knocks 1966 — 2019
Seeking Knowledge, Wisdom, & Understanding, Psychology with Minor in Pleasant Persistence, Never Quits
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA, Investment Management Analysis
Orange County 1985 — 1987
AS, Business, Marketing
Alfidi Capital August 2008 - Present
U.S. Army May 1995 - Present
Barclays Global Investors February 2007 - August 2007
UBS Wealth Management August 2005 - December 2006
Wells Capital Management January 2002 - January 2002
American Express Financial Advisors September 2000 - November 2000
Skills
Investments, Strategy, Entrepreneurship, Leadership, Finance, Program Management, Valuation, Analysis, Management, Mergers & Acquisitions, Military, Venture Capital, Military Operations, Intelligence Analysis, Executive Management, Due Diligence, Financial Modeling, Fixed Income, Logistics Management, Private Equity, Business Planning, Portfolio Management, Investment Strategies, Equities, Financial Analysis, Economic Research, Training, C4I, Competitive Intelligence, Tactical Asset..., Stock Picking, Knowledge Management, Business Intelligence, C4ISR, Capital Markets, Equity Valuation, Value Investing, Risk Arbitrage, Angel Investing, Venture Financing
Education
University of San Francisco - Masagung Graduate School of Management 2001 — 2002
MBA, Finance, 3.9
University of Notre Dame - Mendoza College of Business 1991 — 1995
BBA, Organization Behavior and Human Resource Management, 3.5
TechGirl Financial® by Gaxiola Financial Group October 2010 - Present
Wells Fargo Advisors, LLC August 2004 - October 2010
Paine Webber/UBS September 1998 - March 2001
ADP 1996 - 1998
Barclays Global Investors June 1995 - September 1996
Education
University of California, Los Angeles 1990 — 1994
B/A, Economics
Live Oak High School 1988 — 1990
Cornerstone Investment Partners April 2010 - Present
Rigel Capital, LLC January 2007 - April 2010
Atlanta Capital Management April 1998 - December 2006
Barclays Global Investors 1993 - 1998
Skills
Asset Managment, Direct Sales, Investments, Equities, Budgets, Management, Asset Management, Marketing, Sales, Strategy, Investment Strategies, Alternative Investments, Finance, Portfolio Management
Education
University of Houston 1988 — 1990
MBA, Finance and Management
University of Houston 1983 — 1988
BGS, Marketing and Economics
Strategic Pension Group March 2013 - Present
Ann Arbor Business Advisors October 2011 - January 2012
Transamerica Retirement Services May 2003 - April 2011
Barclays Global Investors January 2000 - October 2001
Diversified Investment Advisors August 1996 - December 1999
SEI October 1993 - May 1996
US Army April 1989 - August 1993
Skills
Defined Benefit, Defined Contribution, Retirement Plan..., 401k, Pensions, ERISA, Retirement Planning, Relationship Management, Investments, Profit Sharing, Employee Benefits, Securities, Retirement, Financial Advisory, ESOP (Employee Stock...
Education
University of Michigan 1985 — 1989
B.A., Psychology
Acadian Asset Management March 2012 - Present
Mercer Investments August 2009 - December 2011
Aurora Investment Management September 2007 - May 2009
Northern Trust Global Investments August 2002 - August 2007
Barclays Global Investors August 1999 - August 2002
Everen Securities February 1997 - August 1999
Zurich Kemper Investments July 1994 - December 1996
Skills
Investments, Hedge Funds, Pensions, Equities, Institutional, Series 7, Alternative Investments, Asset Allocation, Fixed Income, Capital Markets, Client Service, New Business Development, Business Strategy, Investment Advisory, Sales Management, Consultant Relations, Risk Management, Financial Services, Investment Management, Investment Strategies, Business Development, CRM, Asset Management, Relationship Management, Mutual Funds, Financial Markets, Entrepreneurship, Investment Banking, Securities, Private Equity, Portfolio Management, Bloomberg, Emerging Markets
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA
University of Denver 1990 — 1994
BSBA, International Business
Fidelity Investments October 2003 - Present
Fidelity Investments March 2000 - October 2002
FIDELITY GROUP PENSIONS INTERNATIONAL June 1999 - February 2000
FIDELITY GROUP PENSIONS INTERNATIONAL June 1998 - June 1999
Fidelity Investments October 1995 - June 1998
BARCLAYS GLOBAL INVESTORS October 1994 - October 1995
Fidelity Investments June 1992 - October 1994
Fidelity Investments January 1990 - June 1992
Education
University of Central Florida 1984 — 1988
Bachelor of Arts, French and Spanish
Cutter Associates 2012 - Present
Matthews International Capital Management July 2006 - January 2012
Charles Schwab July 2003 - November 2005
Barclays Global Investors 1998 - 2001
Advent Software July 1995 - January 1998
Price Waterhouse 1984 - 1986
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Investments, Vendor Management, Mutual Funds, Financial Modeling, Capital Markets, Investment Management, Business Analysis, Financial Analysis, Project Management, Alternative Investments, Relationship Management, Derivatives, Bloomberg
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE, Accounting, magna cum laude
Hall High School 1978 — 1981
BlackRock January 2010 - Present
Barclays Global Investors April 2008 - December 2009
Barclays Global Investors October 1998 - March 2008
Skills
Human Resources, Talent Management, Succession Planning, Performance Management, Talent Acquisition, Leadership Development, Employee Relations, Employee Engagement, Financial Services, Leadership, Strategic Planning, Change Management, Workforce Planning
Education
University of California, Santa Barbara
Bachelor of Arts (BA), Communication Studies
Blue Shield of California September 2013 - Present
Williams-Sonoma, Inc. May 2012 - September 2013
Blue Shield of California December 2011 - May 2012
Blue Shield of California August 2009 - August 2010
Barclays Global Investors April 2007 - August 2008
Washington Mutual Card Services March 2003 - April 2007
Providian Financial April 2001 - March 2003
Providian Financial March 1999 - April 2001
Providian Financial November 1995 - March 1998
Skills
Procurement, Contracts Management, Vendor Management, Contract Negotiation, Risk Management, Supply Management, Management, Contract Management, Sourcing, Analysis, Software Documentation, Negotiation, IT Management, Strategic Sourcing
Education
University of Oregon 1982 — 1986
Bachelor of Science, Telecommunications
Purchasing Certificate Program – University of California, Berkeley, CA.
Consultant January 2012 - May 2012
Project Ninety Inc. 2010 - 2011
San Francisco Maritime National Park Association 2008 - 2010
San Francisco Maritime National Park Association 2007 - 2008
San Francisco Maritime National Park Association 2002 - 2007
Consultant 2000 - 2002
Barclays Global Investors 1998 - 2000
Barclays Global Investors 1996 - 1998
Skills
Project Management, Fundraising, Non-profits
Education
University of California, Santa Cruz 1986 — 1990
BA, Psychology
Turlock High School
Whole Foods Market December 2013 - Present
Self Employed - Biodanza World Wide January 2013 - Present
Flavor Me Healthy 2011 - Present
18 Reasons formerly Cooking Matters and 3 Squares January 2011 - January 2012
Barclays Global Investors 1999 - 2009
Education
San Francisco School of Biodanza 2009 — 2012
Biodanza Facilitator
Institute of Integrative Nutrition 2010 — 2011
CHHC, Nutritition, Spirituality and Wellness
Universidad de San Nicolas Hildalgo 1993 — 1993
Spanish
University of California, Santa Cruz 1989 — 1993
BA, Psychology
Union Bank August 2014 - Present
Redbooth Inc. August 2013 - August 2014
just.me, Inc November 2012 - August 2013
BlackRock December 2009 - May 2012
Barclays Global Investors August 2008 - December 2009
Barclays Global Investors January 2006 - September 2008
Barclays Global Investors June 2003 - December 2005
Barclays Global Investors June 2001 - June 2003
Barclays Bank - Barclays B2B.com July 2000 - June 2001
Barclays Bank - Corporate Bank September 1999 - July 2000
Skills
Strategy, Program Management, Product Management, Management, Start-ups, Governance, Software Development, Project Management, Integration, Change Management, IT Strategy, Product Marketing, Financial Services, Leadership, Team Management, Project Planning, PMO, Strategic Planning, Mergers, Enterprise Architecture, Mergers & Acquisitions, Vendor Management, Agile Methodologies, Management Consulting, SDLC, CRM, Offshoring, E-commerce, Project Portfolio..., Business Intelligence, Software Project..., Digital Marketing, Public Relations, Mobile Applications, User Experience, Analytics, Communication, Financial Planning, People Management, Application Support, Metrics
Education
University of Kent 1998 — 1999
MSc
University of Kent 1994 — 1998
BA (Hons)
University of London 2000 — 2001
PG Diploma
Salient Partners November 2014 - Present
University of San Francisco September 2014 - Present
Perihelion Capital Advisors January 2010 - Present
Barclays Global Investors February 2007 - January 2010
Barclays Global Investors October 2003 - February 2007
Barclays Global Investors July 1999 - October 2003
Bank of America June 1998 - July 1999
Bank of America March 1994 - June 1998
Bank of America February 1993 - March 1994
Bank of America Investment Services and Global Securities Services July 1992 - January 1993
Skills
Alternative Investments, Analytics, Asset Management, Banking, Capital Markets, Corporate Finance, Counterparty Risk, Credit, Credit Derivatives, Credit Risk, Derivatives, Equities, Equity Derivatives, Expert Witness, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Liquidity Risk, Management Consulting, Market Risk, Mathematical Modeling, Mathematics, Monte Carlo Simulation, Options, Portfolio Management, Public Speaking, Quantitative Analysis, Quantitative Finance, Risk, Risk Management, Risk Mitigation, Statistics, Valuation, Writing, Quantitative Analytics, Asset Managment, Financial Risk, Swaps, Commodity, Financial Services, Structured Finance, Securities, Operational Risk, Basel II, Finance, Interest Rate..., Strategy, FX Options
Education
University of California, Santa Cruz 1984 — 1990
Ph.D., Mathematics
University of California, San Diego 1980 — 1982
MA, Mathematics
University of California, San Diego 1976 — 1980
BA, Mathematics
Arcadia High School 1973 — 1976
diploma, general college prep
Remitly July 2015 - Present
4Cube Global February 2015 - July 2015
Independent Consultancy April 2013 - July 2015
Visa June 2012 - April 2013
PayPal October 2009 - May 2012
Little Box Charitable Corporation April 2008 - May 2012
Independent Consultancy August 2009 - October 2009
Ernst & Young March 2008 - August 2009
Barclays Global Investors June 2005 - February 2008
Barclays Bank PLC, South Africa Branch April 2004 - June 2005
Skills
AML, Risk Management, Auditing, Financial Risk, Enterprise Risk..., Operational Risk..., Corporate Governance, Due Diligence, KYC, Banking, Internal Audit, Compliance, Operational Excellence, Derivatives, Asset Managment, Credit, Asset Management, Payments, Compliance Procedures, Financial Services, Strategy, Mergers & Acquisitions, Operational Risk, Fraud, Portfolio Management, Analysis, Executive Management, Management, Financial Modeling, Financial Regulation, Finance, Project Finance, Corporate Finance, Credit Cards, Capital Markets, Credit Risk, Governance, Leadership, Financial Audits, Private Equity, Restructuring, Sarbanes-Oxley Act, Regulations, Investment Banking, Internal Controls, Securities, Hedge Funds, Emerging Markets, Cash Management, Venture Capital
Education
Project Management Institute 2008 — 2008
PMP, Project Management Professional
South African Institute of Financial Markets 2004 — 2004
Registered Person (Bond Exchange), Capital Markets
South African Institute of Professional Accountants 2004 — 2004
Professional Accountant (SA), Accountancy/Tax/Auditing
University of South Africa/Universiteit van Suid-Afrika 1998 — 2001
HonsBCompt, Accountancy/Tax/Auditing
University of Cape Town 1997 — 1997
Accountant's Conversion Course, Accountancy
Institute of Bankers in South Africa 1996 — 1996
CAIB(SA), Associate Diploma in Banking
University of Cape Town 1990 — 1993
BSocSci, Economics
King Edward VII High School
BlackRock January 2011 - Present
BlackRock December 2009 - January 2011
Barclays Global Investors September 2006 - December 2009
Barclays Global Investors December 2000 - September 2006
Barclays Global Investors June 1999 - December 2000
PIMCO 1997 - 1999
Colorado Housing and Finance Authority 1995 - 1997
Skills
Portfolio Management, ETFs, Equities, International Equities, Emerging Markets, Client Engagement, Institutional Clients, Institutional..., Asset Allocation, Investment Management, Investment Strategies, Hedge Funds, Asset Management, Mutual Funds, Fixed Income, Bloomberg, Alternative Investments, Investments
Education
University of Colorado at Boulder 1990 — 1994
B.S., Business, Accounting
Exym Inc. October 2012 - Present
Independent Contractor May 2002 - September 2012
Barclays Global Investors November 1998 - May 2002
Transamerica May 1996 - November 1998
Wilson Dilworth Ltd, Melbourne Australia February 1994 - May 1995
Skills
Web Applications, Web Development, ASP.NET, T-SQL, Access, Microsoft SQL Server, Crystal Reports, Java, Software Development, SQL, JavaScript
Education
University of Melbourne 1990 — 1994
Bachelor of Commerce (BCom), Finance, General
Lifetime Fitness
Loyola College, Melbourne Australia
SuperScript Marketing March 2013 - Present
iShares January 2011 - March 2013
iShares August 2008 - January 2011
Barclays Global Investors March 2007 - August 2008
AIG Advisor Group September 2006 - March 2007
UBS July 2003 - September 2006
Outward Bound Adventures 2001 - 2001
Skills
Content Strategy, Digital Marketing, SEM, Email Marketing, Social Media Marketing, Digital Strategy, SEO, Direct Marketing, Social Media, Writing, Blogging, Twitter, Facebook Marketing, Brand Awareness, Marketing Strategy, ETFs, Sales, Training, Editorial, Copy Editing, Online Marketing, Marketing, Financial Services, Strategic Partnerships, Creative Direction, Facebook, Strategic Communications, Leadership, Marketing Communications, Management, Integrated Marketing, Multi-channel Marketing, Digital Media, Strategy, Business Development, Start-ups, Investments, Asset Management, Content Marketing
Education
University of Oregon 1996 — 2000
BA, Political Science
DoubleLine Group LP June 2013 - Present
BlackRock January 2010 - Present
Barclays Global Investors 2008 - Present
American Century Investments 2000 - 2008
OppenheimerFunds 1993 - 2000
Franklin Templeton Investments 1992 - 1993
Apple Inc. 1989 - 1990
Skills
University of..., AIFA® Accredited..., Professional Licenses:..., Pensions, ETFs, Alternative Investments, Mutual Funds, Series 7
Education
University of Michigan 1989 — 1991
BA, LSA
Beyer & Kelley LLC 2008 - Present
Deloitte/Resources Global Professionals 1998 - 2006
Barclays Global Investors 1996 - 1998
The Clorox Company 1989 - 1996
PricewaterhouseCoopers 1987 - 1990
Skills
Talent Acquisition, Process Improvement, Change Management, Human Resources, Finance, Business Process..., Accounting, Forecasting, Temporary Placement, Executive Search, Financial Accounting, Payroll, Project Management, Sarbanes-Oxley Act, Management, Auditing, Strategic Financial..., Executive Management, Start-ups, GAAP
Education
University of California, Santa Barbara 1981 — 1985
Business Economics, Accounting, Economics
BlackRock November 2009 - Present
Barclays Global Investors November 2006 - November 2009
Investors Bank & Trust 2004 - 2006
Skills
Fund Of Funds, Bloomberg, Fund Accounting, Mutual Funds, Equities, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, ETFs, Performance Attribution, Asset Management, Investment Management
Education
University of California, Los Angeles 2000 — 2004
BA, International Economics, Political Science
Guardian Capital LP April 2009 - Present
Barclays Global Investors October 1998 - July 2008
Russell Investments September 1992 - October 1998
Skills
Portfolio Management, Investments, Institutional..., Equities, Investment Strategies, Fixed Income, Relationship Management, Asset Management, Business Development, Strategy, Investment Management, Pension Funds
Education
University of Guelph 1988 — 1992
Bachelor, Commerce
Helene Berson, CPA September 2000 - Present
Capital Access Partners/Investors Diligence, Inc. 2002 - 2007
Barclays Global Investors September 1998 - September 2000
Charles Schwab 1992 - 1997
Price Waterhouse 1989 - 1992
Skills
Accounting, Due Diligence, Mergers & Acquisitions, Financial Analysis, Investments, Mergers, Strategic Planning
Education
University of Maryland College Park 1981 — 1984
BS, Accounting
Wootton High School
Vasen Legal Services May 2009 - Present
State Street Bank August 2008 - April 2009
Opich 2009 - 2009
Greenfield Hardy September 2007 - December 2007
Jacobson Markham LLP 2007 - 2007
McGeorge Business and Community Dev Clinic 2005 - 2006
Barclays Global Investors 1998 - 2005
Franklin Templeton Group 1993 - 2000
Prudential Securities 1997 - 1998
Skills
Securities, Bankruptcy, Mutual Funds, Estate Planning, Investment Management, Equities, Derivatives, Hedge Funds, Private Equity, Financial Services, Alternative Investments, Corporate Governance, Corporate Actions, Corporate Law, Finance, FINRA, Fixed Income, Capital Markets, Mergers & Acquisitions, Due Diligence, Asset Management, ETFs
Education
University of the Pacific - McGeorge School of Law 2004 — 2007
Hayward High
University of California, Santa Barbara
Cisco Systems February 2011 - Present
Tech Data Canada Corporation January 2007 - February 2011
Tech Data Canada Corporation October 2005 - January 2007
EDS@Sprint May 2003 - June 2004
Barclays Global Investors June 2001 - September 2001
Skills
Solution Selling
Education
University of Fredericton 2014 — 2016
Master of Business Administration (MBA), Innovation Leadership
University of Waterloo 2001 — 2006
B.A, Marketing with International Business option
BlackRock December 2009 - Present
Barclays Global Investors April 2008 - December 2009
Flextronics International August 2000 - March 2008
Skills
Data Warehousing, ETL, Informatica, Business Intelligence, Integration, Agile Methodologies, Unix, Enterprise Software, SDLC, Solution Architecture, Software Project..., Business Analysis, Data Modeling, SOA, Enterprise Architecture, Oracle, Cloud Computing, PL/SQL, IT Strategy, Software Development, SQL, Vendor Management, Java Enterprise Edition, Databases, Requirements Analysis
Education
University of Madras
MS
Two Sigma July 2015 - Present
Bloomberg August 2009 - June 2015
Barclays Global Investors April 2009 - August 2009
Barclays Global Investors January 2007 - March 2009
Barclays Global Investors June 2000 - January 2007
MSCI Barra November 1997 - June 2000
Skills
SAS, Risk Modeling, Data Mining, Matlab, Perl, C++, Managing Creative Teams, Fixed Income Strategies, Quantitative Research, Long/Short Equity, Quantitative Investment..., Hedge Funds, Management, Portfolio Management, Fixed Income, Bloomberg, Market Risk, Derivatives, Equities, Quantitative Investing, Valuation, Quantitative Finance, Options, Quantitative Analytics, Investments, Risk Management, FX Options, Financial Risk, Mutual Funds, Portfolio Optimization, Performance Attribution
Education
CFA Institute 2002 — 2004
CFA, Finance
University of California, San Diego 1991 — 1997
Ph.D, Physical Oceanography
Moscow Institute of Physics and Technology 1985 — 1991
M.Sc. (summa cum laude), Applied Physics and Math
Moscow School 57 1982 — 1985
HS diploma, Math
BlackRock December 2011 - Present
BlackRock December 2009 - December 2011
Barclays Global Investors March 2008 - December 2009
Ernst & Young LLP September 2005 - March 2008
ABN AMRO WCS Services Business Management June 2004 - August 2004
Wells Fargo Bank NA January 1996 - July 2003
Skills
Asset Management, Portfolio Management, Fixed Income, Mutual Funds, Banking, Investments, ETFs, Financial Modeling, Financial Analysis, Risk Management, Securities, Asset Managment, Equities, Financial Services, Due Diligence, Mergers & Acquisitions, Management, Asset Allocation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2005
MBA
University of California San Diego 1992 — 1996
BA
Harding Loevner 2003 - Present
EFG Asset Management 2001 - 2002
Barclays Global Investors 1997 - 2001
John Parsons & Associates 1989 - 1997
KPMG 1988 - 1989
Kepner-Tregoe 1985 - 1988
Armco 1981 - 1985
American Express 1977 - 1981
Education
University of Cambridge 1972 — 1975
BA & MA, Mechanical Sciences (Engineering)
Bradfield College 1967 — 1971
Lattice Strategies, LLC October 2014 - Present
BlackRock June 2012 - September 2014
Blackrock December 2009 - June 2012
Barclays Global Investors January 2009 - December 2009
Barclays Global Investors August 2004 - December 2008
Investors Bank and Trust May 2001 - August 2004
Barclays Global Investors September 1999 - May 2001
Skills
Capital Markets, Mutual Funds, Fixed Income, Equities, Asset Management, Investments, Series 7, Financial Services, Asset Allocation, ETFs, Portfolio Management, Securities, Investment Management, Bloomberg, Banking, Series 63, Operations Management, 401k
Education
University of San Diego 1996 — 1999
Bachelors of Business Administration, Business Administration and Management, General
BlackRock October 2014 - Present
BlackRock December 2012 - October 2014
BlackRock / iShares December 2009 - November 2012
Barclays Global Investors December 2007 - May 2009
Barclays Global Investors August 2006 - May 2009
Fisher Investments 2004 - 2006
Merrill Lynch Investment Managers September 2003 - October 2004
Skills
Investments, Bloomberg, Asset Management, Equities, Project Management, Hedge Funds, Alternative Investments, Due Diligence, Fixed Income, Asset Allocation, Financial Services, Microsoft Excel, Asset Managment, Portfolio Management, Analysis, ETFs
Education
University of California, Santa Cruz
Politics, Economics
University of Cambridge
Cert., International Business
Independent Contractor 2009 - Present
State Street California 2005 - 2009
Symphoni Interactive 2003 - 2005
Barclays Global Investors 2000 - 2001
Mellon Bank / Russell/Mellon Analytical Services 1994 - 2000
PNC Bank 1982 - 1994
Skills
Client Services, Operations Management, Project Management, Training & Development, Adapts to Change, Analytical, Analytics, Collaboration, Detail-oriented, Documentation..., Efficient, Interpersonal..., Management, MS Office Suite, Multi Tasking, Mutual Funds, Oral & Written..., Organizational Skills, Presentations, Proactive, Problem Recognition, Problem Solving, Project Planning, Research & Analysis, Results-oriented, Self-directed, Team Leadership, Time Management, Performance Measurement, Performance Attribution, Risk Analysis, Finance, Equities, Fixed Income, Alternative Investments
Education
Xavier University
MBA, Finance
University of Cincinnati
BS, Education
EquiLend August 2005 - Present
Barclays Global Investors June 1987 - December 2004
Wells Fargo Inv. Adv. 1987 - 1993
Montauk Yacht Club August 1980 - September 1985
Skills
Securities Lending, Capital Markets, Equities, Securities, Fixed Income, Trading, Collateral Management, Derivatives, Financial Markets, Investment Banking, Asset Managment, Series 7, Trading Systems, Swaps, Equity Derivatives, Bloomberg, Product Development, Financial Services, Series 24, Cash Management, Enhanced Cash Management, Structured Products, Asset Management, Prime Brokerage, Electronic Trading, Hedge Funds, ETFs, Market Data, Middle Office, Bonds
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
BlackRock December 2009 - Present
Barclays Global Investors October 2007 - December 2009
Barclays Global Investors April 2005 - December 2007
Fireman's Fund Insurance Company July 2002 - April 2005
Firemans Fund Insurance Company May 2001 - July 2002
Fireman's Fund Insurance Company October 2000 - May 2001
Valley Media 1997 - 2000
Hewitt Associates 1994 - 1997
KPMG US February 1986 - July 1994
Skills
Change Management, Mergers, Deferred Compensation, Performance Management, HR Consulting, Management, Strategy, Personnel Management, Leadership, Finance, Forecasting, HR Policies, Human Resources, Employee Benefits, Risk Management
Education
University of Georgia - Terry College of Business 1978 — 1982
BBA, Accounting
BlackRock October 1994 - Present
Barclays Global Investors October 1994 - 2009
FXD Telerate 1984 - 1989
Skills
Software Development, Equities Technology, C#, Java, .NET, SQL, VBA, C++, Perl, Quantitative Finance, Sybase, Algorithms, Windows, Unix, OOP, Agile Methodologies, Derivatives, Financial Analysis, FX Trading
Education
Utah State University 1972 — 1979
Ph.D., Physics
University of Michigan-Flint 1968 — 1972
A.B., Physics
McKesson Specialty Health November 2013 - Present
McKesson April 2012 - November 2013
BlackRock August 2008 - February 2012
BlackRock March 2009 - November 2010
Barclays Global Investors July 2003 - August 2008
Charles Schwab June 2002 - July 2003
Skills
CRM, Financial Services, Program Management, Business Development, Lead Generation, Segmentation, Leadership, Marketing Strategy, Relationship Management, Marketing, Strategic Planning, Performance Metrics, Asset Management, ETFs, Investment Strategies, Client Engagement, Marketing Communications, Healthcare Management, Customer Engagement, Portfolio Management, Team Leadership, Strategy, Investment management, Content Creation, Copywriting, Incentive Programs, Sales Support, Public Speaking, Collaborative, Customer Experience, Maximizer, Customer Relations, New Business Development, Cold Calling Experience, SaaS, Online Marketing, Content Strategy, Content Development, Management, Investments, Project Management, Product Management, Sales, Finance, healthcare, Pharmaceutical Industry, Online Campaign..., Campaign Strategies, Health Care..., Oncology
Education
University of California, Los Angeles
B.A., History/Art History
UC Berkeley Extension
University Extension, Certificate in Personal Financial Planning
University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Program
Charles Schwab 2014 - Present
BlackRock 2011 - 2013
BlackRock's iShares 2008 - 2011
Barclays Global Investors 2006 - 2008
Amazon 2005 - 2005
Northwest Airlines 2005 - 2005
The NASDAQ Stock Market INC 2000 - 2003
LECG 1998 - 2000
Skills
Investment Strategies, Mutual Funds, Business Strategy, 401k, Retirement, Series 7, ETFs, Asset Management, Investments, Product Management, Competitive Analysis, Asset Managment, Defined Benefit, Securities, Start-ups, Leadership, Product Development, Strategic Partnerships, Strategic Planning, Analysis, Market Analysis, Data Analysis, Business Analysis, Marketing Strategy, Market Research, Qualified Retirement..., Capital Markets, Econometrics, Statistics, Statistical Modeling, Product Marketing, Team Building, Team Leadership, Team Management, Cross-functional Team..., AIF, Content Marketing, Public Speaking, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Corporate Strategy and Finance
The College of William and Mary 1994 — 1998
BA, Economics and History
UC Berkeley January 2015 - Present
Consultant February 2014 - January 2015
Lending Club April 2013 - October 2013
BlackRock Financial Management December 2009 - March 2013
Barclays Global Investors May 2007 - December 2009
Resources Global Professionals May 2007 - February 2008
Wells Fargo Financial June 2006 - May 2007
Levi Strauss & Co. November 2000 - June 2006
General Electric August 1999 - November 2000
General Electric 1997 - 1999
Skills
Forecasting, Budgeting, Team Management, Financial Reporting, Financial Analysis, Strategic Planning, Variance Analysis, Financial Modeling, Financial Management, Managerial Finance, Budgets, Cross-functional Team..., Mergers, Analysis, Process Improvement, Strategy, Strategic Financial..., Mergers & Acquisitions, Finance, Accounting, Management, Vendor Management, Financial Planning
Education
University of Phoenix 1991 — 1994
BS, Business Management Finance
Bloom Financial Solutions, LLC September 2012 - August 2013
Mosaic Financial Partners October 2007 - October 2011
Barclays Global Investors November 1999 - May 2006
BARRA Strategic Consulting Group February 1997 - August 1998
Liberty Investment Management November 1993 - February 1997
Fluor Corporation January 1992 - October 1993
Wilshire Associates August 1988 - December 1991
UCLA Central Ticket Office 1983 - 1985
Skills
Investment Management, Investment Strategies, Asset Allocation, Wealth, Investments, Asset Management, Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Financial Goals, Financial Advisory, Financial Services, Finance, Retirement, Strategic Planning, Strategic Financial..., Insurance, CRM, Tax, Financial Planners, Team Leadership, Certified Financial..., Certified Divorce..., Chartered Financial..., Life Transitions, Mediation, Life Coaching, Relationship Building, Consultative Selling
Education
University of California, Los Angeles 1983 — 1985
Bachelor of Arts, Economics/Accounting, GPA 3.6/4.0
Wells Fargo Bank June 2011 - Present
The Siegfried Group January 2010 - June 2011
JPMorgan Chase July 2001 - March 2009
Barclays Global Investors July 1999 - July 2001
ProBusiness August 1998 - July 1999
20th Century Fox May 1995 - August 1998
KPMG Peat Marwick January 1993 - May 1995
Skills
Financial Modeling, Financial Analysis, Forecasting, Strategic Financial..., Analysis, Strategic Planning, Accounting, Business Strategy, Management, Mergers & Acquisitions, Budgets, Business Analysis, Finance, Financial Services, Integration, Project Management, Project Planning, Strategy
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Business/Managerial Economics
S-Network Global Indexes and ESG Solutions June 2012 - Present
Independent Consultant April 2012 - Present
QWAFAFEW 1997 - Present
Herb Blank Consulting March 2012 - June 2012
Rapid Ratings December 2004 - March 2012
QED International Associates, Inc. April 1997 - June 2007
Barclays Global Investors November 1997 - February 2001
Deutsche Bank 1993 - 1997
Value Line April 1990 - July 1994
Wells Fargo Company June 1981 - April 1990
Skills
Credit Risk Analysis, Speaking..., Hedge Funds, Research Papers, Global Asset Allocation, Equities, ETFs, Public Speaking, Credit Risk, Asset Allocation, Business Development, Derivatives, Asset Managment, Portfolio Management, Corporate Finance, Quantitative Risk, Risk Models, Credit Rating, Product Development, Academic Publishing, Asset Management, Quantitative Analytics, Financial Modeling, Options, Fixed Income, Equity Derivatives, Risk Management, Investment Management, Financial Markets, Investment Strategies, Investments, Financial Risk, Equity Research, Emerging Markets, Capital Markets, Mutual Funds, Commodity, Quantitative Finance, Alternative Investments, Trading, Bloomberg, Trading Systems, Investment Banking, Finance, Hedging, Valuation, Bonds, Structured Products, Credit Derivatives, Securities
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, Finance
University of Pennsylvania 1974 — 1978
BA, Mathematics
BlackRock April 2012 - Present
BlackRock November 2009 - April 2012
Barclays Global Investors 2005 - November 2009
Barclays Global Investors 2002 - 2005
iAsiaWorks, Inc July 2000 - April 2002
PwC September 1996 - July 2000
Skills
Finance, Financial Risk, Management, Financial Services, Managerial Finance, Internal Controls, Asset Management, Business Process..., Sourcing
Education
University of Leeds 1993 — 1996
BA, Economics
Federal Home Loan Bank of San Francisco July 2015 - Present
VMware March 2012 - Present
VMware February 2010 - March 2012
Symantec 2007 - February 2010
CA 2005 - 2006
Barclays Global Investors 2004 - 2005
Visa 2000 - 2004
SBC 1990 - 2000
Skills
Vendor Management, Governance, Global Sourcing, Procurement, Forecasting, Leadership, Contract Management, Business Strategy, Outsourcing, SaaS, Enterprise Software, Strategic Sourcing, Cross-functional Team..., Sla, Offshoring, Business Process..., Cloud Computing, Spend Analysis, Project Portfolio..., Business Continuity, Business Transformation, RFP, RFQ, RFI, Contract Negotiation, Contract Law, Contractual Agreements, Contractors, Consulting, Negotiation, Team Building
Education
University of Phoenix 1996 — 2000
Bachelor of Science, Business
RS Investments September 2013 - June 2015
BlackRock January 2012 - September 2013
BlackRock February 2011 - January 2012
BlackRock January 2010 - February 2011
Barclays Global Investors July 2007 - January 2010
Barclays Global Investors 2005 - July 2007
Barclays Global Investors 2003 - 2004
Barclays Global Investors 2001 - 2003
Barclays Global Investors 1999 - 2001
PQ Limited 1997 - 1999
Skills
Bloomberg, Enterprise Architecture, SQL, Sybase, Unix, SDLC, Tomcat, IT Strategy, Cloud Computing, Business Analysis, Enterprise Software, Management, Perl, Solaris, Disaster Recovery, Data Center, Networking, Vendor Management, Software Development, SOA, Trading Systems, Virtualization, System Architecture, Integration, Linux, IT Management, ITIL, Product Management, Infrastructure, Security, System Deployment, Software Project..., Architectures, Testing, IT Operations, Solution Architecture, Architecture
Education
University of Pune 1988 — 1992
Bachelor’s Degree
styling fabulous 2005 - Present
Financial Freedom 2006 - 2007
Cendant Corporation September 2003 - November 2005
Stox.com August 2000 - October 2001
Bridge Information Services July 1998 - August 2000
Reuters America June 1993 - July 1998
Barclays Global Investors April 1987 - June 1993
Skills
Fashion, Personal Shopping, Wardrobe Analysis, Styling, Apparel, closet audits, Wardrobe, Auditing, Trend Analysis, Sales, Merchandising, Retail, Customer Service, Retail Sales, Hiring, Team Building, Fashion Shows, Time Management, Fashion Design, Budgets, Social Networking, Luxury Goods, Visual Merchandising, Trend Forecasting, Fit, Marketing, Social Media Marketing, Trend, Fashion Illustration, Color Analysis, Nonprofits, Photo Shoots
Education
University of Phoenix 1996 — 1998
Burlingame High School 1977 — 1980
Certent, Inc. May 2015 - Present
Information Systems Management November 2014 - May 2015
Active 20-30 Club of Greater Sacramento #1032 July 2011 - July 2014
State Street January 2008 - July 2014
State Street July 2007 - July 2014
Investors Bank and Trust January 2002 - June 2007
Barclays Global Investors November 1997 - December 2001
Skills
Project Management, Relationship Management, Financial Services, Management, Community Outreach, Securities, Equities, Fund Accounting, Fixed Income, Corporate Actions, Mutual Funds, Non-profit Leadership, Fundraising, Team Building, Business Analysis, Middle Office, Event Planning, Asset Management, Non-profit Volunteer, Risk Management, Budgets, Change Management, Non-profit..., Derivatives, Back Office, Hedge Funds, Business Strategy, Strategic Planning, Fundraisers, Public Speaking, Bloomberg, Manage Client..., Client Liaison, Securities Lending, Alternative Investments, Client Presentation, Requirements Analysis, Account Reconciliation, Leadership Development..., CRM, G/L Reconciliations, Employee Training, Client Relations, Risk Analysis, Microsoft Office
Education
University of California, Santa Barbara
Bachelor of Arts, Economics, Emphasis in Accounting
American Century Investments March 2015 - Present
BlackRock February 2014 - Present
BlackRock January 2011 - January 2014
BlackRock December 2009 - December 2010
Barclays Global Investors July 2008 - March 2010
Capital Groups 2005 - 2008
JPMorgan Chase 2004 - 2005
Skills
Agile Methodologies, SQL, Test Planning, Agile Project Management, Quality Assurance, Test Automation, Quality Center, User Acceptance Testing, Software Quality..., System Testing, Regression Testing, Test Management, Test Cases, JIRA, SDLC, QTP, Waterfall, HP Quality Center
Education
University of California, Santa Cruz 2010 — 2011
Program and Project Management
Lamar University, Texas, United States 2002 — 2004
Master of Engineering Science, Electrical Engineering
Madras University 1997 — 2001
Bachelors in Engineering, Electronics and communications
SolarCity June 2015 - Present
Personal Sabbatical January 2014 - October 2014
Kairoi Healthcare Strategies October 2013 - December 2013
SendMe, Inc. February 2012 - August 2013
Prosper Marketplace, Inc May 2007 - October 2011
Barclays Global Investors March 2006 - December 2006
Visa USA February 2005 - January 2006
SF Department of Elections September 2004 - November 2004
Visa USA March 2004 - September 2004
IBM January 2000 - March 2002
Skills
Agile Methodologies, Product Management, JIRA, Software Quality..., Test Planning, Scrum, Web Applications, Software Development, Databases, Leadership, Agile Project Management, Software Project..., Software Engineering, SQL, Project Management, Product Development, Mobile Applications, SDLC, Mobile Devices, SaaS, Cloud Computing, Lean Startup, Unix, Product Requirements, User Experience, Requirements Analysis, Android, Start-ups, Project Coordination, Asana, Qualified Mediator, Cross-functional Team...
Education
University of New Hampshire
Bachelor's Degree
Taipei American School
High School
LJ Cooper Wealth Advisors May 2015 - Present
Rand Labs, LLC 2008 - Present
Consultant 2010 - 2015
GMN Capital, LLC 2006 - 2007
Barclays Global Investors 1999 - 2003
Skills
Investments, Financial Modeling, Quantitative Analytics, Risk Management, Quantitative Finance, Quantitative Risk..., Economics, Risk Analysis, Qualitative &..., Management, Philanthropy, Quantitative Research, Project Management, Microsoft Office, SAS Programming, Microsoft SQL Server, Securities Market, Financial Risk, Risk Analytics, Credit Risk, Market Risk, Securities Regulation, Financial Regulation, Portfolio Management, Financial Analysis, Bond Markets, Wealth Management, Financial Planning, Strategic Corporate...
Education
University of California, Santa Cruz 1998 — 1999
Master’s Degree, Applied Economics and Finance
University of California, Santa Cruz 1996 — 1998
Bachelor of Arts (B.A.), Economics
BlackRock December 2010 - Present
BlackRock June 2009 - December 2010
Barclays Global Investors June 2009 - December 2009
Barclays Global Investors March 2008 - June 2009
Sports and Fitness Networks June 2007 - February 2008
I Can Too Learning Center July 2006 - June 2007
Skills
Project Coordination, Onboarding, Training & Development, Vendor Management, Planning, Project Execution, Project Management
Education
University of California, Los Angeles 2002 — 2006
B.A. Psychology, Minor, Applied Developmental Psychology
BNY Mellon October 2013 - Present
Threadneedle Investments April 2013 - September 2013
BlackRock December 2009 - March 2013
BlackRock November 2006 - March 2013
Barclays Global Investors 2006 - 2009
Schroders 1996 - 2006
Price Waterhouse Coopers 1986 - June 1996
Skills
Operational Risk, Financial Risk, Operational Risk..., Hedge Funds, Auditing, Enterprise Risk..., Risk Management, Fixed Income, Market Risk, Derivatives, Corporate Governance, Financial Services, Credit, Insurance, Banking, Equities, Internal Audit, Investment Banking, Finance, Alternative Investments, Corporate Risk, Mergers & Acquisitions, Asset Management, Investments, Portfolio Management, Management
Education
University of Cambridge 1982 — 1985
BA, Economics
University of Cambridge 1982 — 1985
Economics, Economics
Penserra Capital Management LLC April 2012 - Present
Golden Gate Investment Consulting LLC June 2011 - Present
Charles Schwab 2009 - 2011
Northern Trust 2007 - 2009
Russell Investments 2004 - 2007
Barclays Global Investors 1997 - 2003
Skills
ETFs, Transition Management
Education
University of Iowa 1993 — 1996
BBA, Finance
Charles Schwab Investment Management 2009 - Present
Charles Schwab Investment Management 2009 - Present
Barclays Global Investors 2004 - 2009
Wells Fargo 2003 - 2004
Oracle (Siebel Systems) 2001 - 2003
PwC 1995 - 1999
Skills
Asset Management, Portfolio Management, Quantitative Investing, Mutual Funds, ETFs, Emerging Markets, Capital Markets, Management Consulting, Global Investment...
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
University of New South Wales
BSc
Barclays Global Investors January 2008 - January 2010
Polo Ralph Lauren July 2006 - October 2007
Five Point Capital July 2005 - March 2006
Education
University of Montana 1998 — 2002
Bachelors, Business Administration
Logitech, Inc. March 2004 - March 2009
Independent 2003 - 2003
Barclays Global Investors 1997 - 2002
AG Consulting 1995 - 1997
Seagate 1992 - 1995
Charles Schwab & Co., Inc. 1985 - 1991
Skills
Employee Benefits, Payroll, Recruiting, Security, Performing, Self Service, PeopleSoft, HRIS, ERP, Business Analysis, Vendor Management, Business Process, Change Management, Business Intelligence, Human Resources, Performance Management, Process Improvement, Business Process..., Requirements Analysis, Integration, Leadership, Management, Training
Education
University of New Hampshire
Ph.D.
University of Portland
BA
Invesco December 2009 - Present
Barclays Global Investors June 2005 - July 2009
UBS Financial Services, Inc January 1999 - May 2005
Skills
Outlook, Customer Service, Event Planning, PowerPoint, Internet Explorer, Blackberry, Microsoft Excel, Microsoft Word, Series 63, Series 7, Oracle, Sales Logix
Education
University of Phoenix
Associate, Business
SPS Consulting Services LLC September 2013 - Present
The Office of the CIO December 2010 - December 2013
Centerline Partners August 2010 - October 2010
BlackRock December 2009 - May 2010
Barclays Global Investors (BGI) December 2008 - December 2009
Barclays Global Investors February 2007 - December 2008
Barclays Global Investors December 2005 - February 2007
Wells Fargo August 2002 - December 2005
Street Fusion September 1999 - October 2001
Barra Inc October 1997 - September 1999
Skills
Business Modeling, Business Architecture, Business Analysis, IT Strategy, Business Process, Software Development, Program Management, Product Management, Strategy, Change Management, SDLC, Requirements Management, Management, Enterprise Architecture, Software Project..., Business Process..., Leadership, Project Management, Microsoft Office, Cross-functional Team..., Data Modeling, Business Alignment, IT Management, Cloud Computing, Project Planning, Business Intelligence, MS Office Suite, Business Relationship..., Process Improvement, PMO, Business/IT Alignment, Project Portfolio..., Business Requirements, Integration, Management Consulting, Enterprise Software, Requirements Gathering, Banking, SOA, Team Leadership, Microsoft Excel, Agile Methodologies, Business Process Design, Vendor Management, Agile Project Management, Solution Architecture, ETFs, Investment Management, Public Health, SaaS
Education
University of Plymouth 1989 — 1995
Computing & Informatics
BlackRock January 2015 - Present
BlackRock July 2012 - December 2014
BlackRock July 2008 - June 2012
Barclays Global Investors September 2006 - July 2008
Barclays Global Investors September 2005 - September 2006
Skills
ETFs, Equities, Portfolio Management, Product Management, Asset Management, Investments, Bloomberg, Series 7, Investment Strategies, Investment Management, Capital Markets, Securities, Series 63, Equity Research, Risk Management
Education
University of California, Los Angeles 2000 — 2004
Bachelor's degree, Psychology
Barclays Global Investors April 2008 - Present
Putnam Investments March 2002 - March 2008
Pioneer Investments February 2000 - March 2002
Citadel Investments January 1999 - February 2000
TechHackers February 1998 - January 1999
Vanderbil University August 1995 - January 1998
Indiana University, Bloomington, Indiana January 1995 - July 1995
Institute for Theoretical Physics, University of California, Santa Barbara July 1994 - January 1995
Skills
Financial Modeling, Quantitative Research, Credit Risk, Market Risk, Fixed Income, Derivatives, Equities, Capital Markets, Asset Management, Quantitative Finance, Financial Markets, Risk, Emerging Markets, Quantitative Analysis, Hedge Funds, Asset Allocation, Investments, Operational Risk..., Market Data, Bonds, Options, FX, Analytics, Portfolio Optimization, Alternative Investments, Insurance, Investment Strategies, Financial Engineering
Education
University of Missouri-Columbia 1991 — 1995
Ph.D., Theoretical and Computational Physics
Genentech August 2012 - Present
BlackRock October 2011 - July 2012
BlackRock December 2009 - October 2011
Barclays Global Investors December 2008 - November 2009
Barclays Global Investors April 2006 - December 2008
Barclays Global Investors October 2004 - July 2006
Providian Financial April 2004 - October 2004
Providian Financial October 2002 - November 2003
Providian Financial June 2001 - October 2002
Providian Financial April 2000 - June 2001
Skills
Business Analysis, Business Process, Change Management, Deferred Compensation, Employee Relations, Expatriate Management, Global Mobility, Global Strategy, HRIS, Human Resources, Immigration Law, Personnel Management, Performance Management, Strategy, Workforce Planning
Education
University of Phoenix 2001 — 2003
M.A., Organizational Management
University of Mary Washington 1991 — 1995
B.S., Psychology
Wells Fargo Bank August 2007 - Present
Barclays Global Investors February 2006 - April 2007
IBM January 1998 - July 2005
Steria Mummert Consulting AG April 1991 - December 1997
Nomura Matuschka Asset Management December 1989 - March 1991
ING BHF Bank, Frankfurt Germany February 1988 - November 1989
IBM February 1983 - February 1988
Skills
Waterfall, Financial Services, Master Data Management, PMO, Team Building, PMP, Agile Project Management, Project Management, Business Analysis, Quality Assurance, Program Management, Project Portfolio..., Banking, Data Modeling, Consulting, Software Project..., SDLC, Strategic Planning, Vendor Management
Education
University of Cologne 1978 — 1982
MBA
Tigerspike May 2014 - Present
ZappyLab September 2012 - December 2013
Betfair September 2011 - September 2012
Various March 2009 - September 2011
Barclays Global Investors October 2002 - March 2009
Nikko Salomon Smith Barney July 2000 - November 2001
Fusion Systems Japan July 1997 - July 2000
Skills
Software Development, iOS development, Objective-C, Swift, Xcode, Git, Python, Subversion, Perl, MySQL, Eclipse, Unix, Java, Linux, Web Applications, Web Development
Education
University of Oregon
BA, Computer Science
University of Oregon
BS, Chemistry
Self Employed November 2013 - Present
Charles River Development October 2010 - October 2013
Calypso Technology July 2009 - August 2010
Barclays Global Investors February 2006 - July 2009
Self Employed January 2001 - December 2005
mPower Advisors April 2000 - December 2000
Mellon Capital Management October 1996 - December 1999
Charles Schwab October 1995 - October 1996
Skills
Fixed Income, Middle Office, Bloomberg, Derivatives, FX Options, Trading, Equities, Market Data, Electronic Trading, Business Analysis, Hedge Funds, Trading Systems, Back Office, Credit Derivatives, Swaps, Capital Markets, Financial Markets, Options, Equity Derivatives, Asset Management
Education
Chartered Financial Analyst
CFA, 2002
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Finance
BlackRock December 2009 - Present
Barclays Global Investors October 2006 - December 2009
Wall Street Analytics, Inc. June 2002 - October 2006
Skills
Financial Modeling, CMBS, CDO, Hedge Funds, Fixed Income, Credit Derivatives, Structured Finance, Trading, Capital Markets, Analytics, Valuation, Portfolio Management, Financial Services, Derivatives, Financial Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Yale University 1997 — 2001
BA, Economics/Electrical Engineering
Global X Management Company July 2015 - Present
BlackRock 2012 - June 2015
BlackRock / Barclays Global Investors December 2006 - 2012
Barclays Global Investors June 2001 - December 2006
Barclays Global Investors 2000 - 2001
Skills
Mutual Funds, ETFs, Separately Managed..., Asset Management, Investments, Asset Allocation, Series 7, Equities, Alternative Investments, Portfolio Management, Fixed Income, Strategy, Investment Management, Key Account Management
Education
University of Colorado Boulder 1992 — 1996
Bachelor of Science (BS), Finance & Entrepreneurship
Griffith & Associates LLC January 2003 - Present
Barclays Global Investors 1998 - 2002
Fidelity Investments June 1996 - November 1998
Bank of America 1987 - 1996
MIDLAND MONTAGUE San Francisco, CA 1986 - 1987
Crocker National Bank San Francisco, CA 1980 - 1986
ADVANCE MORTGAGE CORPORATION Southfield, MI 1979 - 1980
Skills
Asset Managment, Capital Markets, Investments, Banking, Financial Services, Start-ups, Securities, Mortgage Lending, New Business Development, Insurance, Management, Retirement Planning, Sales, Equities, Fixed Income, Sales Management, Hedge Funds, Bloomberg, Business Planning, Asset Management, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Finance and Accounting
West Bloomfield High School
Bank of America August 2010 - Present
Bank of America September 2006 - August 2010
Countrywide September 2004 - September 2006
Countrywide June 2003 - September 2004
Barclays Global Investors 2000 - 2000
Wells Fargo 1999 - 1999
Farmers Insurance Group June 1996 - September 1998
Skills
Statistics, Analytics, Statistical Modeling, VBA, Credit Risk, Risk Management, Valuation, SAS, Portfolio Management, Analysis, Derivatives, Financial Analysis, Credit Analysis, Corporate Finance, Credit, Banking, Financial Modeling, Financial Risk, Multicultural..., Public Speaking, Segmentation, Equities, Self-directed Learning, Organizational..., Quantitative Finance, Business Ethics
Education
University of Southern California - Marshall School of Business
MBA, Finance &Marketing, 3.67
University of California, Santa Barbara
MA, Statistics, 4.0
University of California, Santa Barbara
BS/BA, Statistics/Economics, 3.92
The Climate Corporation February 2015 - Present
The Climate Corporation August 2014 - February 2015
The Climate Corporation July 2012 - August 2014
BlackRock December 2009 - July 2012
Barclays Global Investors August 2007 - December 2009
SIG July 2005 - July 2007
Skills
Trading Systems, Market Data, SQL, Options, Derivatives, Electronic Trading, Equities, Sybase, Quantitative Analytics, Data Warehousing, Trading, Data Virtualization, Equity Trading, Software Development, SDLC, Management, Business Intelligence, Java, Agile Methodologies, Analytics, Business Analysis, High Frequency Trading, Equity Derivatives, Swaps, Proprietary Trading, FX Options, Capital Markets, Tableau, PostgreSQL, Hive, Crop Insurance, Dimensional Modeling, Redshift, Amazon Web Services...
Education
Yale University 2004 — 2005
Masters, Computer Science, Honors
University of Pune 2000 — 2004
Bachelor of Engineering (B.E.), Computer Engineering, Distinction
Allen Matkins May 2013 - Present
DLC July 2008 - April 2013
Bowne December 2006 - June 2008
Bowne May 2004 - November 2006
Bowne July 2002 - February 2004
KPMG September 1999 - March 2002
Barclays Global Investors August 1996 - May 1999
Education
University of California, Santa Barbara 1992 — 1996
B.A., Business Economics with an Emphasis in Accounting
Union Bank N.A. July 2011 - Present
Morrison & Foerster LLP June 2010 - June 2011
SVB Financial Group December 2005 - June 2010
MACROVISION CORPORATION August 2004 - July 2005
BARCLAYS GLOBAL INVESTORS January 1999 - April 2004
Skills
Accounting, Sarbanes-Oxley Act, Cash Management, Accounts Payable, PeopleSoft, Finance, Banking, Management, ERP, Financial Reporting, Account Reconciliation, Internal Controls, Leadership, Financial Analysis, General Ledger, Payroll, Sarbanes-Oxley, Cash Flow, Accounts Receivable
Education
University of Phoenix
Business Management
Wells Fargo Bank 2007 - Present
BNY Mellon (formerly The Bank of New York Trust Company) 2004 - 2007
Barclays Global Investors 1999 - 2004
State Street Bank and Trust 1994 - 1999
Wells Fargo Nikko Investment Advisors 1987 - 1994
Skills
Mutual Funds, Asset Managment, Investments, Equities, Securities, Financial Services, Banking, Asset Management, Accounting, Fund Accounting, Series 7, Credit, Investment Management, CRM, Treasury Management, Cash Management, Relationship Management, Portfolio Management
Education
Leadership Reno Sparks 2009 — 2009
University of Oregon - Charles H. Lundquist College of Business 1980 — 1982
BS, Accounting
BlackRock December 2009 - Present
Barclays Global Investors 2002 - November 2009
American Century Investments 2000 - 2001
Wells Fargo Bank 1999 - 2000
Cornell University 1994 - 1999
Institute of Chemical Physics, Russian Academy of Sciences, Moscow. 1987 - 1989
Skills
Portfolio Construction, Equities, ETFs, Portfolio Optimization, Portfolio Management, Investment Risk..., Liquidity Risk..., Equity Research, Investment Strategies, Transition Management, Quantitative Finance, Asset Allocation, Investments, Quantitative Analytics, Trading Strategies, Trading Systems, Financial Modeling, Investment Management, Taxable Optimization, Multiperiod optimization, Fixed Income Portfolio..., Hedge Funds, Fixed Income, Risk Management, Credit Risk, Data Analysis, Financial Analysis, Business Analysis
Education
University of Illinois at Chicago 1989 — 1994
PhD, Theoretical/Computational Chemistry
Moscow State University (MGU) 1982 — 1987
BA/MSc, Chemistry
VSP Global September 2014 - Present
Sutter Health June 2013 - September 2014
State Street November 2011 - January 2013
State Street July 2007 - November 2011
Investors Bank & Trust March 2003 - July 2007
Investors Bank & Trust June 2001 - February 2003
E*TRADE Financial November 2000 - May 2001
Barclays Global Investors July 1998 - November 2000
Skills
Employee Relations, Employee Benefits, Performance Management, Recruiting, Employee Engagement, Talent Management, Human Resources, Talent Acquisition, Onboarding, Benefits Administration, HR Policies, Process Improvement, College Recruiting, Training, Coaching, Succession Planning, Leadership Development, Organizational..., Management, Strategic Planning, Interviews, Leadership, HR Consulting, Hiring, Deferred Compensation, Personnel Management, Conflict Resolution, Policy, Temporary Placement, Applicant Tracking..., New Hire Orientations, Workforce Planning
Education
UCLA
Bachelor of Arts (B.A.), English Language and Literature/Letters
Abbot Downing (formerly Wells Fargo Family Wealth) 2007 - Present
Allianz Hedge Fund Parnters October 2001 - March 2007
Barclays Global Investors 1993 - 2000
Education
University of California, Santa Barbara
First Republic Bank April 2012 - Present
American AgCredit February 2011 - April 2012
Blue Shield of California 2008 - March 2011
Barclays Global Investors 1998 - 2008
Skills
Credit, Risk Management, Financial Analysis, Financial Modeling, Investments, Capital Markets, Loans, Rating Agency Relations, Dividend Policy, Treasurers, Liquidity Analysis, Commercial Real Estate, Commercial Lending
Education
University of Denver
BA
Vanderbilt University
MA, Economics
Riverbed Technology October 2010 - Present
Yahoo! October 2009 - April 2011
eBay 2009 - 2010
Barclays Global Investors September 2008 - February 2009
PG&E August 2001 - March 2008
Yahoo! 2008 - 2008
Excite@Home 2000 - 2001
McGraw-Hill 1997 - 2000
CSG Systems 1998 - 1999
TCI 1995 - 1997
Skills
Unix, SDLC, Oracle, Perl, Integration, Java, Agile Methodologies, Software Development, Management
Education
University of Minnesota-Twin Cities 1988 — 1992
Mellon Capital Management Corp October 1999 - Present
Barclays Global Investors 1998 - 1999
AIM Investments 1997 - 1998
Mellon Capital Management March 1994 - May 1997
Skills
Trading Systems, Asset Managment, Middle Office, Software Development, Equities, Order Management, Offshore Software..., Business Analysis, Operations Management, Management, Business Process..., Investments, Change Management, Data Management, Front to Back Office, Systems Analysis, Business Process Design, Cross-functional Team..., Bloomberg, Fixed Income, Hedge Funds, Equity Trading, Asset Management
Education
University of Houston, C.T. Bauer College of Business 1991 — 1993
BBA, MIS
Dolby Laboratories February 2012 - Present
Electronic Arts 2008 - February 2012
Barclays Global Investors 2002 - 2008
Gap 1999 - 2002
Watson Wyatt Worldwide 1996 - 1999
GeoTest 1993 - 1995
Skills
Benefits, Benefits Administration, Employee Benefits, Vendor Management, Mergers, Compliance, Mergers, Human Resources, HRIS, Employee Relations
Education
University of California, San Diego 1988 — 1992
CalPERS August 2013 - Present
Self Employed 2005 - 2013
Barclays Global Investors 1999 - 2004
iGate Mastech 1998 - 1999
Union Bank of California 1994 - 1998
Wells Fargo Nikko Investment Advisors 1991 - 1994
Skills
Business Analysis, IT Strategy, Risk Management, Project Portfolio..., Software Project..., Project Management, SDLC, Financial Services, Vendor Management, Equities, Process Improvement, Requirements Analysis, Financial Modeling, Financial Analysis, Derivatives, Mutual Funds, PMO, Fixed Income, Hedge Funds, Banking, Portfolio Management, Securities, Capital Markets
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
Bachelors of Science, Accounting
University of California, Berkeley Extension
Certificate Program, Project Management
Barclays Global Investors Office ManagerHyperion SolutionsMay 1997 - May 1999
Education
University of California, Santa Cruz 1989 — 1993
BlackRock February 2015 - Present
BlackRock July 2014 - February 2015
BlackRock May 2009 - July 2014
Barclays Capital November 2005 - April 2009
Barclays Global Investors July 1997 - November 2005
Skills
ETFs
Education
University of California, Santa Barbara 1993 — 1997
Bishop Alemany High School 1989 — 1993
Silicon Valley Bank June 2012 - Present
Silicon Valley Bank December 2010 - May 2012
Silicon Valley Bank September 2008 - November 2010
CRC Health Group Inc. January 2008 - July 2008
Barclays Global Investors September 2006 - December 2007
ABM Industries Incorporated 2005 - 2006
Skills
Senior Program..., Program Management, Project Management, Project Portfolio..., Software Project..., Business Requirements, WBS, Master Scheduling
Education
University of Puget Sound 1974 — 1978
BS, Math, Computer Science
Rockwell Collins December 2014 - Present
Rockwell Collins November 2013 - December 2014
Pearson September 2005 - November 2013
Pearson North America November 2001 - September 2005
Golden Gate University September 1999 - May 2001
Barclays Global Investors 1999 - 2001
Tasq Technology December 1998 - September 1999
Hewlett Packard / Verifone December 1997 - December 1998
NCS May 1996 - December 1997
University of Iowa OCRME Center December 1994 - May 1996
Skills
Program Management, Project Management, Customer Relationship..., Strategic Planning, Infrastructure..., Requirements Analysis, Financial Planning, Software Systems..., Financial Management, Agile Project Management, IT Strategy, SDLC, Vendor Management, Visio, Strategic Financial..., Business Analysis, ITIL, Project Planning, Software Project..., Integration, Managerial Finance, Data Center, Process Improvement, CRM, Software Development, Cross-functional Team..., JavaScript, Management, Testing, Virtualization, Telecommunications, SQL, Oracle, Networking, Web Development, Perl, Project Portfolio..., Web Applications, Disaster Recovery, Security, Unix, Information Technology
Education
University of Iowa 1991 — 1996
Computer Graphics Degree
Wellington Management June 2015 - Present
BlackRock July 2010 - June 2013
Barclays Global Investors May 2008 - July 2010
UBS Financial Services July 2006 - May 2008
Skills
Bloomberg, Portfolio Management, Financial Modeling, Fixed Income, Hedge Funds, Investments, Equities, Asset Management, Alternative Investments, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Wellesley College 2002 — 2006
BA, Economics
BlackRock January 2015 - Present
BlackRock December 2009 - December 2014
Barclays Global Investors January 2007 - December 2009
SD Capital Management LLC March 2003 - August 2004
Roxbury Capital Management February 2002 - February 2003
Merrill Lynch Investment Managers December 1999 - December 2001
Wilshire Associates July 1997 - November 1999
Skills
Alternative Investments, Series 7, Defined Benefit, Institutional, Series 63, Defined Contribution, Relationship Management, Hedge Funds, ETFs
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance/Investments
University of California, San Diego 1993 — 1997
BS, Management Science
BlackRock October 2008 - Present
Barclays Global Investors 2006 - September 2008
Charles Schwab January 2004 - May 2006
DHL Airways October 2001 - December 2003
Schwab Institutional April 1996 - August 2001
Skills
Fixed Income, Securities, Derivatives, Portfolio Management, Asset Managment, Unix, Microsoft SQL Server, Business Analysis, Team Management, Equities, Hedge Funds, SQL, SDLC, Sybase, Back Office, Databases, Financial Services, Trading Systems, Java, Capital Markets, Oracle, Project Management, FX Options, Weblogic, Visual Basic, Corporate Actions, Linux, SWIFT payments, Middle Office, Market Data, Integration
Education
The University of Reading 1981 — 1984
Bachelor Of Science, Computer Science and Statistics
Columbia Threadneedle Investments March 2011 - Present
Morgan Stanley Investment Management September 2007 - March 2011
Barclays Global Investors October 2005 - July 2007
Bank of America / Columbia Management June 2000 - September 2005
Strong Funds 1996 - 1999
Skills
Asset Management, Institutional, Fixed Income, Wealth Management, Asset Managment, Mutual Funds, Capital Markets, Financial Services, Wealth Management..., Investment Management, Asset Allocation, Investments, Investment Strategies, Series 63, Finance, Retirement Planning, Alternative Investments, Relationship Management, Hedge Funds, Series 7, Investment Advisory, High Net Worth..., ETFs, Equities
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Executive Education - CIMA
University of Wisconsin-Milwaukee - School of Business Administration 1991 — 1995
Bachelor's Degree, Finance
BlackRock December 2009 - Present
Barclays Global Investors 2004 - December 2009
Skills
Start-ups, Portfolio Management, Product Management, Financial Modeling, Business Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
Instinet Corporation International salesITG, Inc1995 - 2003
Investment Technology Group 1995 - 2003
Barclays Global Investors 1988 - 1994
Education
University of Colorado Boulder 1981 — 1985
BS, finance
CCM Alternative Asset Mgt 2004 - 2010
Barclays Global Investors 1992 - 2002
Financial Times 1987 - 1992
Skills
Investments, Hedge Funds, Equities, Marketing Communications, Alternative Investments, Asset Managment, Emerging Markets, Fixed Income, Investment Management, Marketing, Asset Management, Financial Markets, Strategy, Investment Strategies, Asset Allocation, ETFs, Derivatives, Financial Services, Creative Writing, RFP
Education
University of Exeter
Advent Software January 2011 - Present
Evnine & Associates, Inc. March 2009 - January 2011
Iris Financial Solutions 1994 - 2009
Barclays Global Investors 1987 - 1994
Allen-Bradley 1985 - 1987
SGI, Fairfield, Connecticut 1984 - 1985
Norton & Co., New York, New York 1981 - 1983
Bell Laboratories 1978 - 1981
Skills
C++, Java, Perl, OO design, OO/Relational mapping..., Relational Databases..., Process implementation..., Basic Unix networking..., Eclipse, Object Oriented Design, Unix
Education
University of Louisiana at Lafayette 1975 — 1978
MS, Computer Science
University of Michigan 1969 — 1973
BS, Anthropology
Genentech September 2015 - Present
Genentech July 2012 - Present
Genentech June 2009 - July 2012
Genentech May 2006 - June 2009
ExxonMobil July 2004 - March 2006
ExxonMobil June 2003 - September 2003
Guidant June 2002 - September 2002
Procter & Gamble June 2001 - September 2001
Barclays Global Investors June 2000 - September 2000
Skills
Validation, GMP, Biotechnology, FDA, Process Engineering, Software Documentation, Pharmaceutical Industry, Protein Purification, Molecular Biology, Biochemistry, Data Analysis, Microbiology, Program Management, Computer System..., Troubleshooting, Automation, Design of Experiments, Analysis, DCS, Leadership, Change Control, Quality Assurance, Biopharmaceuticals, Fermentation, Purification, Sop, Trackwise, Chromatography, Cell Culture, Cleaning Validation, Equipment Qualification, CIP, Environmental Monitoring, Business Process..., PLC, Technical Writing, Chemical Engineering, SOP
Education
University of California, Los Angeles 1999 — 2004
BS, Chemical Engineering with Biomedical Engineering Emphasis
Wells Capital Management March 2001 - Present
Barclays Global Investors 1996 - 2000
Wells Fargo Nikko Investment Advisors 1988 - 1996
Skills
Asset Management, Fixed Income, Investment Management, Hedge Funds, Corporate Actions, Investments, Equities, Portfolio Management, Bloomberg, Derivatives, Mutual Funds, Asset Allocation, Securities, Financial Services, Alternative Investments, Trading Systems, Strategy, Asset Managment
Education
University of San Francisco 1985 — 1990
MBA, Accounting and Finance
University of Oregon - Charles H. Lundquist College of Business 1979 — 1983
Business Administration, Management and Operations
G. Gekko Services Limited February 2008 - Present
Cobbs Engineering Technology Limited May 2007 - Present
Boom Investments, Inc. October 2001 - September 2011
One Communication Nigeria Limited May 2007 - December 2010
Barclays Global Investors May 1998 - June 2004
Skills
Management, Program Management, Strategy, Business Analysis, Strategic Planning, Brand Development
Education
University of Port Harcourt 1987 — 1992
Engineering, Electrical Engineering
Fisher Investments 2002 - Present
Barclays Global Investors 2001 - 2002
BenefitStreet 2000 - 2001
Fremont Group 1995 - 2000
Wade Financial Group 1991 - 1995
American Express 1987 - 1991
Skills
business strategy, Investment Advisory
Education
Nankai University-Tianjin, China 1990 — 1991
Intensive Mandarin Language
University of Minnesota-Twin Cities 1986 — 1990
BA, International Relations/Political Economics
Skoll Global Threats Fund February 2015 - July 2015
Gordon and Betty Moore Foundation 2010 - 2013
Barclays Global Investors 2001 - 2009
iAsiaWorks 2000 - 2001
Bank of America 1987 - 1999
Price Waterhouse Coopers 1984 - 1987
Skills
Finance, Human Resources, Corporate Social..., Mergers, Strategic Planning, Philanthropy, Asset Managment, Change Management, Organizational..., Due Diligence, Leadership Development, Business Strategy, Management, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Asset Management, Banking, Start-ups, Human Resource...
Education
University of Exeter 1979 — 1982
BA Hons Accounting, Accounting, economics, statistics
Practice Fusion February 2011 - Present
UStream.tv June 2010 - February 2011
Barclays Global Investors June 2009 - February 2010
Intraware October 2004 - February 2009
Ernst & Young October 2001 - October 2004
Skills
SEC filings, Accounting, Revenue Recognition, Start-ups, Sarbanes-Oxley Act, Financial Reporting, Management, Finance, Auditing, Financial Analysis, Financial Modeling, Mergers, SEC Filings, SaaS, US GAAP, Leadership, Internal Controls, Strategic Planning, Business Development, Strategy, GAAP
Education
University of California, Santa Barbara 1998 — 2001
BA, Business/Economics emphasis in accounting
BlackRock February 2013 - Present
BlackRock Institutional Trust N.A 2009 - Present
BlackRock March 2008 - Present
Barclays Global Investors March 2008 - August 2009
Skills
ETFs, Separately Managed..., Series 7, Uniform Combined State..., Mutual Funds, Alternative Investments, Asset Allocation, Investment Strategies, Fixed Income, Asset Managment, Series 66, CIMA Designation, Public Speaking
Education
University of Notre Dame 1999 — 2003
Marketing, Accounting
Coloma Capital Futures, LLC May 2009 - Present
Barclays Global Investors August 2000 - April 2009
Gap Inc. August 1998 - August 2000
Skills
Portfolio Management, Commodities, Public Speaking, ETFs, Hedge Funds, Investments, Alternative Investments, Investment Strategies, Derivatives, Asset Management, Financial Markets, Commodity Markets, Asset Managment, Trading, Engaging Speaker, Options, Commodity, Asset Allocation, Equities, Capital Markets
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance / Investment Management
University of Virginia 1990 — 1992
MA, Foreign Affairs
University of California, Santa Barbara
BA, Economics
Piedmont High School
Barclays Global Investors 1988 - 2004
Education
University of California, Los Angeles 1975 — 1979
BS, Engineering
State Street February 2007 - Present
Investors Bank & Trust March 2001 - January 2007
Barclays Global Investors August 1999 - March 2001
Wells Fargo April 1976 - July 1999
Skills
Data Center
Education
University of La Verne 1993 — 1995
BS, Business Management
Renaissance Technologies LLC August 2009 - November 2010
Barclays Global Investors February 2004 - July 2009
Marathon Asset Management 2002 - 2003
Skills
Hedge Funds, Change Management, Alternative Investments, Financial Analysis
Education
University of California, Santa Barbara 1998 — 2002
Barclays Global Investors May 2008 - June 2010
CKE Restaurants, Inc. December 2006 - April 2008
The Cheesecake Factory March 2006 - December 2006
Securitas March 2003 - March 2006
Securitas October 2001 - March 2003
Securitas June 1999 - October 2001
Securitas March 1995 - June 1999
Securitas August 1987 - June 1995
Skills
HRIS, Payroll, Employee Benefits
Education
University of Phoenix 1992 — 1994
Business Management
BlackRock July 2008 - Present
Barclays Global Investors December 2005 - August 2008
Barclays Global Investors March 2005 - January 2006
Skills
Asset Management, Mutual Funds, Equities, Series 7, Strategic Partnerships, Asset Managment, Entrepreneurship, Consulting, ETFs, Alternative Investments, Asset Allocation, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS Business Administration
Invesco PowerShares Global ETFs September 2013 - Present
Credit Suisse 2010 - 2013
Lyxor Asset Management 2007 - 2010
Barclays Global Investors 2005 - 2007
UBS Wealth Management 2003 - 2005
Cazenove PLC 2002 - 2003
Goldman Sachs International 1999 - 2002
Salomon Brothers Inc. 1992 - 1997
The Gulfstar Group, Inc. 1991 - 1992
Skills
ETFs, Hedge Funds, Equities, Investment Banking, Alternative Investments, Fixed Income, Equity Derivatives, Financial Markets, Options, Asset Management, Structured Products, Investments, Derivatives, Trading Systems, Asset Allocation, Trading, Commodity, Portfolio Management, Asset Managment, FX Options, Capital Markets, Electronic Trading, Bloomberg, Series 7, Equity Research, Emerging Markets, Financial Services, Investment Management, Investment Strategies, Hedging, Mutual Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
Master of Business Administration (MBA)
The College of William and Mary in Virginia 1987 — 1991
Bachelor of Arts (BA), Major Degree: Economics & Minor Degree: English Literature
Franklin Templeton Investments February 2013 - October 2014
BlackRock January 2011 - July 2012
BlackRock January 2008 - January 2011
Barclays Global Investors January 2006 - January 2008
SF Marketing June 2005 - January 2006
Skills
Integrated Marketing, Media Relations, Marketing Strategy, Marketing Communications, Marketing, Corporate Communications, Asset Management, Analytics, Crisis Communications, Management, B2B, Social Media, Asset Managment, Event Planning, Investments, Market Research, Program Management, PowerPoint, Outlook, Employee Relations, Messaging, Blogging, Microsoft Excel, Online Advertising, Creative Writing, content marketing
Education
University of California, Santa Barbara 2001 — 2005
Bachelor's of Science, Communications and Women's Studies
CCHS
Charles Schwab August 2015 - Present
BlackRock December 2009 - July 2015
Barclays Global Investors March 2005 - December 2009
Skills
Equities, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Capital Markets, ETFs, Bonds, Derivatives, Credit Derivatives, Investment Management, Securities, Asset Allocation
Education
University of California, Los Angeles
University of Sydney
Master's degree, International Relations and Affairs
Jules Thin Crust April 2010 - Present
Barclays Global Investors November 1994 - January 2011
Education
University of Colorado Boulder
BA
Passport Capital December 2011 - Present
Passport Capital August 2005 - December 2011
Rothstein Kass / Bisys Fund Services August 2003 - August 2005
Barclays Global Investors March 2000 - July 2003
Skills
CPA
Education
University of California, Los Angeles 1994 — 1998
Bachelor of Arts, Business Economics
Citadel Investment Group 2008 - 2009
Barclays Global Investors 2006 - 2008
Federal Reserve Bank of Chicago 2005 - 2006
Federal Reserve Bank of Chicago 2000 - 2002
UBS 1997 - 1999
Education
University of Michigan 2002 — 2005
MA, Economics
The University of Chicago 1993 — 1997
BA, Economics
BCBSNC 2001 - Present
IBM Corporation, RTP, NC. May 1998 - June 2001
Barclays Global Investors December 1997 - May 1998
SUN Microsystems (SMCC) March 1997 - November 1997
Oracle Corporation July 1996 - February 1997
Cardinal Health Systems April 1996 - July 1996
Ernst & Young LLP September 1995 - March 1996
Motorola June 1994 - July 1995
Nucleus Software Exports Limited February 1992 - June 1994
Skills
EAI, SOA, ESB, Technical Leadership, RUP, Application Architecture, Solution Architecture, SDLC, HIPAA, Application Development, High Availability, Integration, Architecture, JMS, AIX, Middleware, J2EE, Security, Solaris, Cloud Computing, Software Engineering, High Performance..., highly reliable systems, Technical Architecture, visionary in technology, CMMi Level-5, Six sigma, UNIX expert at all..., Enterprise Architecture, UML, Unix, Technology, Java Enterprise Edition, Software Development, Agile Methodologies, Requirements Analysis, Oracle, .NET, Java, Websphere, WebSphere Application..., Data Modeling, Distributed Systems, Data Warehousing, Agile Project Management, Software Project..., Scrum, Web Services, Requirements Gathering, Software Design
Education
University of Madras 1987 — 1991
Engineering, Computer Science & Computer Engineering
Oncology Therapeutics Network May 2004 - May 2005
Virgin Mobile USA January 2003 - March 2004
The Permanente Medical Group July 2001 - December 2002
Encirq Corporation March 2000 - June 2001
Kaiser Permanente February 1999 - July 1999
Barclays Global Investors May 1998 - January 1999
Trilogy Consulting Corporation June 1996 - May 1998
American Institutes for Research May 1995 - May 1996
Fannie Mae September 1993 - May 1995
MCI May 1993 - February 1994
Education
University of Delaware 1976 — 1981
BSME, Mechanical Engineering
ServisHero May 2015 - Present
Trulia October 2014 - December 2014
FrogAsia June 2014 - August 2014
Codelab October 2013 - July 2014
BlackRock January 2013 - June 2013
BlackRock August 2010 - December 2012
Barclays Global Investors July 2009 - September 2009
Ethos Capital July 2008 - September 2008
Skills
Product Management, Python, MySQL, R, Transition Management, Derivatives, Financial Modeling, Portfolio Management, Start-ups, Trading Systems, Visual Basic, Microsoft Excel, Bloomberg, Emerging Markets, Entrepreneurship, Trading Strategies, Portfolio Risk, Tableau, Omniture, Google Analytics, Business Strategy, Corporate Finance, Analytics, Investment Banking, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Oxford 2006 — 2010
MEng, Engineering Science
Anderson Junior College 2004 — 2006
Royal Bank of Canada Global Asset Management November 2012 - Present
iShares February 2009 - December 2012
BlackRock Canada June 2004 - February 2008
TD Bank Group June 2003 - June 2004
Barclays Global Investors June 1999 - June 2003
Education
University of East London 1992 — 1995
BSc Business Economics, Economics