Barclays Global Investors (BGI)
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Barclays Global Investors (BGI) Employees
Leader Capital Corp September 2012 - Present
Aequitas Capital Management December 2011 - September 2012
Leader Capital Corp August 2006 - October 2011
Fixed Income Securities June 2003 - July 2006
Barclays Global Investors (BGI) June 2000 - August 2003
Skills
Equities, Asset Managment, Portfolio Management, Alternative Investments, Investments, Private Equity, Fixed Income, Mutual Funds, Institutional Sales
Education
San Diego State University-California State University 2006 — 2009
Bachelors of Science, Finance
Del Norte High School
IMC Financial Markets & Asset Management 2012 - Present
Mellon Capital Management 2010 - 2011
BlackRock 1993 - 2010
Barclays Global Investors (BGI) 1996 - 2009
Wells Fargo Nikko Investment Advisors 1993 - 1995
Protected Investors of America 1992 - 1993
Skills
Management, Operations Management, Leadership, Vendor Management, Business Analysis, Equities, Software Project..., Project Management, Business Process..., Change Management, Product Management, Information Technology..., Business Process Design, Trading Systems, Agile Project Management, Order Management, Fixed Income, Electronic Trading, Risk Management, SDLC, Financial Services, Software Development, Agile Methodologies, Process Engineering, PMO, Mentoring, Strategic Leadership, Follow-the-Sun Support
Education
The University of Chicago Booth School of Business
Chicago Management Institute, Executive Management
John F. Kennedy University
Masters Courses, Business Administration
University of Notre Dame
Bachelor's Degree, Business and Political Science
Barclays Global Investors (BGI) August 1982 - March 2009
Skills
Fixed Income, Portfolio Management, Middle Office, Asset Managment, Databases, Quantitative Finance, Business Intelligence, Equities, Sybase, SDLC, Trading Systems, Derivatives, ETFs, Portfolio Optimization, SWIFT payments, Calypso, Investments, Swaps, Bonds, Business Analysis, Hedge Funds, Capital Markets, Back Office, Prime Brokerage, Vendor Management, Market Data, Asset Management, Financial Services, FX Options, Investment Management, Leadership, Credit Derivatives, Bloomberg, Securities Lending, Investment Banking, Risk Management, Corporate Actions, Electronic Trading, Alternative Investments, Financial Markets
Education
University of Connecticut 1974 — 1978
BA, English & French Literature
NetApp July 2014 - Present
NetApp November 2011 - July 2014
NetApp June 2008 - November 2011
Solidcore (Acquired by McAfee) February 2006 - June 2008
Totality Corporation (Acquired by Verizon Business) August 2003 - February 2006
Charles Schwab August 2001 - April 2003
Mimecom Inc. 1999 - 2001
Barclays Global Investors (BGI) December 1997 - August 1999
Bank of America November 1996 - December 1997
IBM February 1991 - November 1996
Skills
Cloud Computing, Storage, Data Center, Virtualization, Enterprise Software, Disaster Recovery, SaaS, NetApp, Enterprise Architecture, VMware, Unix, Storage Area Networks, Security, Linux, Business Intelligence, High Availability, Perl, ITIL, Hadoop, Big Data, Enterprise Storage, Pre-sales
Education
St. Mary's College of California
Bachelor of Business Administration
BlackRock December 2009 - Present
Barclays Global Investors (BGI) May 2009 - December 2009
Charles Schwab February 2006 - May 2009
Charles Schwab July 2002 - February 2006
APL Logistics April 2001 - July 2002
Vodafone 1999 - 2000
AirTouch 1996 - 1999
Ericsson 1995 - 1996
Raynet 1993 - 1995
Pacific Bell 1983 - 1991
Skills
Risk Management, Process Improvement, Program Management, Financial Analysis, Internal Audit, Project Management, Enterprise Risk..., Management, Auditing, Internal Controls, Financial Risk, Project Planning, Accounting, IT Audit, Finance, Telecommunications, Operational Risk..., Vendor Management, Executive Management, Financial Services, Asset Management, Corporate Governance, Forecasting, Financial Reporting, Strategic Financial..., Start-ups, Analysis, Business Process..., Mergers & Acquisitions, Strategy, Financial Modeling, Budgets, Business Analysis, Information Technology, Governance, Sarbanes-Oxley, Management Consulting, Business Process, Sarbanes-Oxley Act, Information Security, Due Diligence, Corporate Finance, Cross-functional Team..., Banking, Change Management, Business Strategy, Project Portfolio..., IT Strategy, Business Planning, Financial Planning
Education
Stanford University 2005 — 2006
SCPM, Stanford Certified Project Manager
Worcester Polytechnic Institute 1980 — 1982
M.B.A.
Worcester Polytechnic Institute 1979 — 1980
M.S., Management
Worcester Polytechnic Institute 1976 — 1980
BS, Physics
The University of British Columbia March 2015 - Present
KPMG Canada October 2013 - February 2015
KPMG Canada January 2011 - September 2013
KPMG Canada May 2009 - August 2009
Barclays Global Investors (BGI) May 2008 - August 2008
Skills
Internal Controls, Financial Accounting, GAAP, Corporate Tax, Accounting, Auditing
Education
The University of British Columbia / UBC 2006 — 2009
Bachelor of Commerce (BCom), Accounting
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
Nipun Capital October 2011 - Present
Barclays Global Investors December 2007 - December 2010
Barclays Global Investors February 2003 - December 2007
Barclays Global Investors (BGI) February 2001 - February 2003
Indian School of Business (ISB) October 1999 - September 2000
ICICI June 1997 - September 1999
Skills
Hedge Funds, Equities, Portfolio Management, Asset Managment, Equity Research, Mutual Funds, Investments
Education
Indian Institute of Management, Bangalore 1995 — 1997
MBA, Finance
College of Business Studies 1992 — 1995
BBA, Finance
Carmel Convent
Carmel Convent
IMD Business School
Moody's Analytics March 2010 - Present
Barclays Global Investors December 2008 - March 2010
Barclays Global Investors June 2007 - December 2008
Barclays Global Investors May 2006 - June 2007
Barclays Global Investors (BGI) August 2004 - May 2006
Charles Schwab June 2003 - August 2004
SEI Investments May 2001 - June 2003
SEI Investments April 2000 - May 2001
SEI Investments May 1998 - April 2000
Skills
Business Analysis, Fixed Income, Portfolio Management, Product Management, Agile Methodologies, Enterprise Software, Market Data, SDLC, Cross-functional Team..., Equities, Trading Systems, Financial Services, Financial Markets, Business Requirements, Project Management, Management, Investments, Asset Management, Credit Risk, Bloomberg, Business Process Design, Derivatives, FX Options, Investment Management, Trading, Capital Markets, Integration, Credit Derivatives, Analysis, Business Process, Mutual Funds, Strategy, Product Development, Economic Capital, User Experience, Hedge Funds, Electronic Trading, Bonds, Valuation, Market Risk, Options, Alternative Investments, Financial Risk, Product Marketing, Analytics
Education
University of California, Berkeley - Walter A. Hass School of Business 2012 — 2012
Product Management Program, Center for Executive Education
Philadelphia University 1999 — 2002
MBA, Finance & International Business
King's College 1994 — 1998
B.S., Finance
Clan Consulting Ltd.
Business Process Modeling, February 2007
Blackrock 1999 - Present
Barclays Global Investors (BGI) 1999 - December 2009
Skills
Fixed Income, Asset Management, Equities, Portfolio Management, Derivatives, Sybase, Hedge Funds, Trading Systems, Bloomberg, Financial Services, Asset Allocation, Agile Methodologies, Quantitative Finance, Business Analysis, Capital Markets
Education
Arizona State University 1994 — 1997
Bachelor of Science (BS), Management Information Systems, General
BlackRock August 2011 - Present
Barclays Global Investors (BGI) May 2007 - July 2011
Barclays Global Investors (BGI) August 2002 - May 2007
Robertson Stephens, Inc. October 2000 - August 2002
OffRoad Capital Corporation June 1999 - October 2000
MONTGOMERY SECURITIES, LLC 1993 - 1999
Skills
Fixed Income, ETFs, Hedge Funds, Series 7
Education
Iona College
BS, Finance
TCW Group, Inc. November 2011 - Present
Metropolitan West Asset Management August 2009 - November 2011
RegComply.Net July 2008 - August 2009
McMorgan & Company June 2004 - February 2008
PricewaterhouseCoopers LLP July 1997 - June 2001
Barclays Global Investors (BGI) April 1994 - October 1996
State Street Bank January 1987 - April 1994
Bankers Trust Company 1978 - 1985
Skills
Banking, Fixed Income, Broker-Dealer, Hedge Funds, Risk Management, Due Diligence, Mutual Funds, Alternative Investments, Investment Management, Management, Private Equity, Asset Managment, Financial Services, Portfolio Management, Securities, Equities, Bloomberg, Wealth Management, Asset Management, Securities Regulation
Education
Haverford College 1972 — 1974
BA, History
Columbia University in the City of New York 1968 — 1971
European history
BlackRock December 2012 - Present
BlackRock January 2010 - November 2012
Barclays Global Investors (BGI) May 2007 - December 2009
Lehman Brothers May 2005 - June 2007
AIG February 2000 - May 2005
Prudential Securities July 1997 - February 2000
Skills
Fixed Income, Portfolio Management, Quantitative Analytics, Risk Management, Financial Risk, Bonds, Hedging, Derivatives, Capital Markets, Asset Managment, Alternative Investments, Financial Modeling, Valuation, Quantitative Finance, Portfolio Optimization, Market Risk
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance
Duke University 1993 — 1997
Ph.D, Statistics
BlackRock August 2013 - Present
Nipun Capital, LP February 2012 - August 2013
BlackRock 2006 - 2012
Barclays Global Investors (BGI) 2000 - 2006
Skills
Hedge Funds, Alternative Investments, ETFs, Equities, Portfolio Management, Fund Of Funds, Investment Management, Fixed Income, Securities Lending, Derivatives, Asset Managment, Fund Accounting, Investments, Middle Office, Equity Derivatives, Asset Management, Mutual Funds, Trading Systems
Education
Hawaii Pacific University
Master of Business Administration (MBA), Finance
Hawaii Pacific University
Bachelor of Science (B.S.), Business Administration, Management and Operations