Barclays Investment Bank
Industry: Investment banking company
DescriptionBarclays Investment Bank is a British multinational investment bank under the auspices of Barclays headquartered in London. It provides advisory, financing and risk management services to large companies, institutions and government clients. Headquarters: London Revenue: 10.53 billion GBP (2016) Parent organization: Barclays Founded: 1997 Subsidiaries: Barclays Bank PLC, Research Division,
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Barclays Investment Bank Employees
Dalton CRA June 2015 - Present
The Academy / Rebels Basketball Club / Mendham Township Middle School April 2009 - Present
Barclays Investment Bank March 2006 - April 2009
Lehman Brothers February 2003 - March 2006
Lehman Brothers June 1997 - January 2003
Education
Montclair State University 2009 — 2011
Elementary Education Teacher Certificate, Elementary Education and Teaching
Wesleyan University 1995 — 1997
Bachelor's Degree, Economics
Bates College 1993 — 1995
Transferred to Wesleyan, Economics
Barclays Investment Bank August 2013 - Present
Bank of America Merrill Lynch April 2013 - August 2013
FirstBank February 2005 - October 2012
FirstBank September 2003 - February 2005
FirstBank November 2001 - September 2003
Education
University of Colorado at Boulder 1997 — 2001
BA
Beijing Foreign Studies University 2000 — 2000
Mandarin Chinese - semester of intensive language study.
Barclays Investment Bank July 2014 - Present
Boston College September 2011 - May 2014
Root Capital June 2013 - August 2013
Westmoreland Country Club May 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, HTML, Windows, Facebook, Social Networking, Training, Data Analysis, Spanish, Global Human Resources..., Leadership Development, Human Resources
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), Human Development and Applied Psychology, English, Organizational Studies
NYU in Prague 2013 — 2013
Loyola Academy 2006 — 2010
The Donado Law Firm May 2013 - Present
BURNS & HARRIS January 2011 - May 2012
MICHELSTEIN & ASSOCIATES January 2008 - January 2011
Barclays Investment Bank January 2010 - February 2010
Duffy & Duffy, Esqs. May 2005 - July 2008
DUFFY, DUFFY & BURDO January 2005 - January 2008
AVELINO & ASSOCIATES January 2001 - January 2005
Lehman Brothers 1996 - 1997
Skills
Litigation, Personal Injury, Medical Malpractice, Courts, Legal Writing, Pleadings, Motions, Depositions, Westlaw, Legal Research
Education
Touro College Jacob D. Fuchsberg Law Center 2005 — 2009
Juris Doctorate
Binghamton University 1997 — 2001
Bachelor of Arts (B.A.), Pre Law, Sociology
Cornell University
Touro Law Center
Barclays Investment Bank July 2015 - Present
Goldman Sachs June 2014 - August 2014
Donnelly Penman & Partners June 2013 - August 2013
Accenture May 2010 - May 2013
PricewaterhouseCoopers July 2006 - April 2010
Skills
Mergers & Acquisitions, Financial Modeling, Capital Markets, Management Consulting, Financial Analysis, Equity Research, Equities, Private Equity, Due Diligence, Investment Banking, Corporate Finance, Business Valuation, Economics, Bloomberg, Emerging Markets, Corporate Development, DCF, Operational Strategy, Portfolio Management, Fixed Income, Alternative Investments, Credit Derivatives, Equity Derivatives, Business Strategy, SWOT analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston College 2002 — 2006
B.S.
University of Detroit Jesuit 1998 — 2002
CFA Institute
CFA Charterholder
University of Michigan
WeiserMazars LLP April 2014 - Present
Mayim Water January 2014 - April 2014
New York Life Insurance Company May 2013 - August 2013
Super Cleaning Crew January 2013 - June 2013
Barclays Investment Bank May 2012 - August 2012
Advanced Parking Services April 2011 - May 2012
Komar March 2011 - September 2011
Skills
Management, PowerPoint, Time Management, Access, Microsoft Excel, Teamwork, Multiple Project..., Group Work, Marketing Research, Marketing Strategy, Supervisory Skills, Microsoft Word, Microsoft Office, Outlook, Customer Service, Strategic Brand..., Creative Problem Solving, Branding & Identity, Positioning, Project Management, Project Coordination, Media Planning, Social Media Strategist
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Lindenhurst High School
Barclays Investment Bank June 2014 - Present
St. Mary's Women & Children's Center June 2012 - May 2014
Barclays May 2013 - August 2013
Polcari's Bridgwaye Inn 2006 - December 2012
Massachusetts Secondary School Administrator's Association July 2010 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Workshop Facilitation, Team Leadership, People-oriented, Cpr Certified, Fundraising, Marketing, Leadership, Event Planning, Public Speaking, Community Outreach, Nonprofits
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Management and Finance
Marshfield High School 2006 — 2010
Radio Systems Corp February 2012 - October 2014
Eastman Kodak May 2006 - February 2012
Eastman Kodak August 2004 - April 2007
Barclays Investment Bank September 1995 - December 1996
Brown Brothers Harriman February 1992 - April 1994
Skills
Product Management, Marketing Strategy, P&L Management, Go-to-market Strategy, Leadership, Product Launch, Latin America, Marketing Management, Emerging Markets, International Business, Cross-functional Team..., Market Planning, Marketing, Competitive Analysis, Product Marketing, Market Analysis, Management, B2B, Key Account Management, Sales Management, Product Lifecycle..., Strategy, Sales Operations, Consumer Electronics, Forecasting, Multi-channel Marketing, International Sales, Pricing, Product Strategy, Market Research, Trade Marketing, Sales, Brand Management, Consumer Products, New Business Development, Income Statement, Strategic Partnerships, Product Development, Channel Partners, Pricing Strategy, Key Account Development, Segmentation, E-commerce, P&L
Education
Henley Management College - England 1994 — 1995
Master's degree, Business Administration, Management and Operations
Bentley University 1988 — 1991
Bachelor of Science, Economics & Finance
St. Paul's School, São Paulo/Brazil 1974 — 1988
International Baccalaureate
Barclays Investment Bank May 2014 - Present
TM Capital Corp. May 2013 - December 2013
MHT MidSpan March 2013 - May 2013
Skills
Financial Analysis, Accounting, Research, Financial Statements, Business Valuation, Mergers & Acquisitions, Financial Modeling
Education
Boston College
Bachelor of Science (B.Sc.), Finance, Magna Cum Laude
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
TrilogyLWP May 2013 - August 2013
Vineyard Vines February 2013 - June 2013
DreamWorks Animation June 2012 - August 2012
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Capital IQ, Bloomberg, Microsoft Excel, Spanish, PowerPoint, Microsoft Word, Microsoft Office, Time Management, Economics, Calculus, Leadership, Mathematics, Networking, Investment Banking
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Concentration in Finance through Carroll School of Management
Mamaroneck High School 2007 — 2011
Barclays Investment Bank November 2013 - Present
Morgan Stanley April 2012 - October 2013
Morgan Stanley May 2011 - March 2012
Morgan Stanley October 2008 - May 2011
Morgan Stanley October 2007 - October 2008
Skills
Risk, Compliance, Data Analysis, Data Modeling, Performance Dashboards, KPI Dashboards, QlikView, SQL, Operational Risk..., Technology Risk, Data Analytics, VBA, Financial Risk, Business Analysis, Operational Risk, Risk Management, Analysis, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
CIS
2000 — 2005
BS, CIS/economics
Barclays Wealth and Investment Management February 2014 - Present
Barclays Investment Bank September 2012 - October 2013
FDM Group March 2012 - September 2012
Independent Importer November 2009 - January 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Visio, Outlook, Microsoft Word, Data Entry, SharePoint, Unix, Data Management, Unix Shell Scripting, Data Migration, Oracle SQL, Bloomberg Professional, Reuters 3000Xrtra, Data Mining, ServiceNow, Project Management
Education
Baruch College - Zicklin School of Business/ CUNY - New York, NY 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance with a minor in Communication
Bergen Community College 2005 — 2009
Associate of Arts and Sciences (A.A.S.), Business Administration
Move, Inc January 2015 - Present
Move, Inc February 2014 - January 2015
LatentView Analytics April 2011 - February 2014
Futures First April 2009 - January 2011
Barclays Investment Bank April 2008 - June 2008
Microsoft Research India July 2006 - June 2007
Skills
Business Analytics, Financial Modeling, Predictive Modeling, Web Analytics, SQL, SAS, Analysis, Data Analysis, Campaign Analytics, R, Clustering, Uplift Modeling, Team Management, Statistical Modeling
Education
Indian Institute of Management, Calcutta 2007 — 2009
MBA, Finance, Economics, Strategy
Birla Institute of Technology and Science, Pilani 2002 — 2007
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, Mechanical Engineering
Riverstone Holdings LLC July 2015 - Present
Barclays Investment Bank July 2013 - February 2015
Barclays Investment Bank July 2010 - June 2013
Jefferies & Company July 2007 - September 2007
Skills
Financial Modeling, VBA, Bloomberg, Equities, Due Diligence, Fixed Income, Microsoft Office, Finance, Investment Banking, Financial Analysis, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
MSF, Finance
The Ohio State University 2004 — 2008
Bachelor’s Degree, Finance and Accounting; minor in Economics
Shevah-Mofet 1999 — 2004
High School, Physical Sciences, Computer Sciences
Barclays Investment Bank August 2010 - Present
Barclays Investment Bank August 2010 - February 2014
Barclays June 2009 - August 2009
Citi January 2007 - May 2008
Citi January 2006 - December 2006
Citi July 2004 - December 2005
KPMG September 2003 - July 2004
Skills
Investment Banking, Mergers & Acquisitions, Finance, Financial Modeling, Equities, Valuation, Strategy, Mergers, Portfolio Management, Debt, Corporate Finance, IPO, Strategic Planning, Business Strategy
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Financial Analysis, Corporate Finance
Boston University 1999 — 2003
BA, Economics
Barclays Investment Bank 2013 - Present
Barclays Investment Bank 2010 - 2013
Connector/Advisor/Investor 2006 - 2010
Highland Capital Management, L.P. 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Start-ups, Investment Banking, Strategy, Valuation, Hedge Funds, Strategic Partnerships, Financial Modeling, Private Equity, Business Intelligence, Fixed Income, Capital Markets, Enthusiasm to learn, Derivatives, Due Diligence, Equities, Business Development, Mergers & Acquisitions
Education
Villanova University
Cum Laude
Bentley University
Barclays Investment Bank May 2014 - August 2014
Conservation Law Foundation January 2014 - January 2014
Barclays Investment Bank November 2013 - November 2013
GE Capital June 2013 - August 2013
Lotus Learning January 2013 - May 2013
Pride Technologies January 2013 - January 2013
Management Leadership for Tomorrow July 2011 - January 2013
Moody's Investors Service June 2012 - August 2012
John D. O'Bryant School of Mathematics & Science October 2011 - June 2012
MIT Politcal Experiments Research Lab (PERL) April 2011 - December 2011
Education
Massachusetts Institute of Technology 2009 — 2015
Bachelor of Science (BSc), Economics
Boston University 2015 — 2015
Harvard University 2013 — 2013
John D. O'Bryant School of Mathematics & Science 2006 — 2009
Valedictorian
Madison Park Technical Vocational High School 2005 — 2006
Meridional Equity April 2015 - September 2015
Barclays Investment Bank November 2014 - November 2014
Brockton Area Workforce Investment Board July 2014 - August 2014
Firewall Centers August 2012 - May 2013
Skills
Analysis, Research, Financial Accounting, Business Ethics, Financial Analysis, Market Research, Corporate Law, Economics, Stock Exchange, Customer Service, Money Management, Socially Responsible..., Direct Sales, Sales, Trading, Commodity Markets, Risk Analysis, Risk Management, Stock Option, Stock Market, Public Speaking, Fundraising, Grant Writing, Community Outreach, Program Development, Training, Leadership, Management, Finance
Education
Boston University 2014 — 2016
Bachelor's Degree, Business Administration, Finance, 3.1
Broward College 2012 — 2013
Associate's degree, Economics, 3.60
Barclays Investment Bank August 2013 - Present
Morgan Stanley Wealth Management April 2009 - April 2013
Citi July 2006 - April 2009
Lazard Asset Management November 2000 - July 2006
Goldman Sachs November 1999 - November 2000
Skills
Microsoft Office, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Outlook, Relationship-builder..., Highly detail oriented, Close Attention to..., Follow-through Skills, Flexible approach to..., Project Management, Leadership, Human Resources, Onboarding, Talent Management, Program Coordination, Client Liaison, Customer Service, Manage Client..., Research, Strategic Planning, Business Networking
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Business Administration and Management, General
Barclays Investment Bank September 2008 - Present
Lehman Brothers July 2005 - September 2008
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Data Entry, Fundraising, Public Speaking, Event Planning, Nonprofits, Customer Service, Excel, Word, Outlook, Writing, Customer Relations, Non-profits, Teamwork, Reconciliation, Spreadsheets, Team Building, Problem Solving, PeopleSoft, Event Management, Mentoring, Conferences, Equities, Time Management, Needs Analysis, Policy Analysis, Public Policy, Data Analysis, Community Outreach, Marketing, Administration, Program Development, Bloomberg, Editing, Policy, Investments
Education
Hunter College 2013 — 2015
Master of Science in Urban Policy and Leadership, Public Policy - Non-Profit Management
City University of New York City College 2011 — 2013
BA, Multi/Interdisciplinary Studies-Concentration-Human Services
Borough of Manhattan Community College 2007 — 2010
AA, Liberal Arts
Morgan Stanley April 2015 - Present
Barclays Investment Bank May 2013 - April 2015
Citigroup November 2009 - May 2013
Credit Suisse 2002 - 2009
Arthur Andersen 2001 - 2002
Sapient 2000 - 2001
Bankers Trust 1993 - 2000
CMC Ltd. 1985 - 1993
Skills
Management, Equities, Investment Banking, Fixed Income, Risk Management, Prime Brokerage, Margin, Billing Systems, PnL, Cross-functional Team..., SDLC, IT Strategy, PMO, Software Project..., Banking, Testing, Capital Markets, Business Process, Vendor Management, Business Analysis, Financial Services, Derivatives, Offshoring, Portfolio Management, Program Management, Project Management
Education
Bengal Engineering and Science University, Shibpur
Bachelor of Engineering, Electrical Engineering
Indian Institute of Technology, Madras
M.Tech, Industrial Management
Barclays Investment Bank March 2015 - Present
Barclays Capital February 2012 - March 2015
Barclays Capital February 2011 - February 2012
Concentric Energy Advisors November 2010 - March 2011
Concentric Energy Advisors January 2010 - November 2010
Concentric Energy Advisors July 2008 - December 2009
State Street Corporation May 2007 - August 2007
Education
Boston College 2004 — 2008
BS, Economics, Biochemistry
Barclays Investment Bank February 2015 - Present
KPMG February 2014 - Present
Markit June 2011 - February 2014
Citi October 2009 - June 2011
Citi May 2006 - October 2009
Skills
Fixed Income, Interest Rate..., Equity Derivatives, Credit Derivatives, Securities, Back Office, Middle Office, Reputation Management, Account Management, Business Relationship..., Operations Management, Project Management, Technology Management, Product Management, Risk Management, Compliance, Dodd-Frank, Technology Integration, Rates, Financial Services, Financial Risk, Derivatives, Settlement, Swaps, Prime Brokerage, Equities, Trading Systems, Interest Rate Swaps, Collateral Management, Equity Trading, Emerging Markets, Market Risk, SWIFT payments, Foreign Exchange, Corporate Actions, Commodity, Bloomberg Terminal, Operational Risk..., Market Data, Portfolio Management, Options, Structured Products, Electronic Trading, Financial Markets, Capital Markets, Bloomberg, Hedge Funds, Trading, Investment Banking, Bonds
Education
State University of New York at Binghamton 2001 — 2006
Financial Economics, Economics
MIT Sloan School of Management August 2015 - Present
Barclays Investment Bank October 2014 - June 2015
Barclays Investment Bank September 2012 - September 2014
Catalina Marketing (formerly Modiv Media) June 2011 - August 2012
Fidelity Investments June 2010 - August 2010
NeoSaej June 2009 - August 2009
Quattro Wireless (part of Apple) June 2008 - August 2008
Skills
Data Analysis, Business Analysis, CRM, Project Management, SDLC, Program Management, Investment Banking, IT Strategy, Leadership, User Experience, Microsoft Excel, Technology Change..., Mobile Technology, PowerPoint, Project Planning, Teaching English as a..., Process Improvement
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Queen Mary, U. of London 2010 — 2010
Economics
Bedford High School 2003 — 2007
KPMG US August 2015 - Present
KPMG US June 2014 - August 2014
Barclays Investment Bank May 2013 - August 2013
KPMG US July 2013 - July 2013
New York County District Attorney's Office August 2012 - December 2012
Skills
Accounting, Financial Analysis, Financial Accounting, Time Management, Microsoft Excel, Corporate Finance, Interest Rate...
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Accountancy
Charles E. Gorton High School 2006 — 2010
New York State Regents Diploma
Barclays Investment Bank January 2012 - Present
Skills
Desktop Application..., Linux, Windows Server, MySQL, Linux System..., Unix
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Science (BS), Computer Engineering
Borough of Manhattan Community College
CCNA, Cisco
Barclays Investment Bank August 2015 - Present
J.P. Morgan January 2015 - July 2015
Jacob Laufer, P.C. October 2014 - January 2015
Baron & Baron Esqs., P.C. December 2013 - October 2014
Office of the Attorney General of the State of New York August 2011 - November 2013
Office of the Attorney General of the State of New York January 2013 - September 2013
Queens District Attorney's Office September 2003 - August 2011
Queens District Attorney's Office July 2010 - November 2010
City of New York August 2000 - September 2003
Wildes & Weinberg, P.C. May 2000 - September 2000
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
Juris Doctor
Yeshiva University 1996 — 2000
BA, Political Science
Barclays Investment Bank May 2015 - Present
Progress Partners September 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Chemtura Corporation May 2013 - August 2013
Skills
Economics, Mathematics, Physics, Stata, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Statistics, Data Analysis, Mergers & Acquisitions
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Mathematics, Junior
Trumbull High School 2009 — 2012
Barclays Investment Bank Incoming Global Markets Summer AnalystBarclaysNovember 2014 - Present
Column Park Asset Management, LP May 2014 - August 2014
Serengetee LLC September 2013 - December 2013
Poly Prep Country Day School Summer Experience June 2011 - August 2012
Skills
Economics, Public Speaking, Team Leadership, Expense Management, Social Media Marketing, Research, Strategic Planning, Editing, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, Motivation
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Business/Managerial Economics
Poly Prep Country Day School 2007 — 2012
Barclays Investment Bank May 2015 - August 2015
Office of Residential Life, Boston College May 2014 - August 2014
Office of the Chief Economist (NJ Dept. of Treasury) May 2013 - August 2013
Skills
Economics, Microsoft Excel, Stata, Research, Data Analysis, PowerPoint, International Relations, Community Outreach, Financial Modeling
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), International/Global Studies
The London School of Economics and Political Science (LSE) 2014 — 2015
The Hun School of Princeton 2008 — 2012
High School
Perella Weinberg Partners August 2014 - Present
Barclays Investment Bank August 2010 - January 2014
FTI Consulting June 2005 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Capital Markets, Financial Markets, Restructuring, Bankruptcy, Commercial Real Estate, M&A experience, M&A Modeling, Mergers
Education
Boston College 2001 — 2005
Bachelor of Science (BS), Finance
Barclays Investment Bank July 2014 - Present
Barclays Capital July 2012 - July 2014
Hughey Center for Financial Services September 2011 - May 2012
Barclays Capital June 2011 - August 2011
New England Private Wealth Advisors September 2010 - December 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Derivatives, Equities, Investments, Equity Derivatives, Equity Trading, Trading, Capital Markets, Derivatives Trading, Volatility, Financial Structuring, Fixed Income, Bloomberg, Hedging, Wealth Management, Equity Research
Education
Bentley University 2008 — 2012
BS, Economics & Finance, Quantitative Perspectives, Psychology
Barclays Investment Bank July 2014 - Present
Boston College September 2010 - May 2014
Revlon July 2013 - August 2013
NBCUniversal, Inc. June 2013 - August 2013
Odyssey Search Partners Inc. June 2012 - August 2012
Skills
Microsoft Word, Human Resources
Education
Boston College 2010 — 2014
Applied Psychology and Human Development
American Express August 2014 - Present
Barclays Investment Bank August 2013 - July 2014
Barclays Investment Bank March 2010 - August 2013
Strides networking group 2007 - 2013
JPMorgan Chase February 2007 - March 2010
UJC 2008 - 2010
BearingPoint May 1999 - February 2007
KPMG, LLP 1999 - 2001
BellSouth Telecommunications September 1997 - June 1999
ATX Communications January 1993 - August 1997
Skills
Program Management, Management Consulting, PMO, Basel II, Governance, Financial Regulation, Dodd-Frank, IT Strategy, Management, Banking, Cross-functional Team..., Operational Risk, Financial Risk, Leadership, Analysis, Business Process...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1992
MBA, Business Administration and Management, General
Widener University 1986 — 1990
BS, Business
Barclays Investment Bank June 2015 - Present
Bentley Investment Group May 2014 - Present
Bentley Investment Group September 2014 - Present
Bentley Investment Group September 2013 - Present
Skills
Mathematics, Microsoft Excel, Microsoft PowerPoint, Financial Modeling, Valuation, Presentations, Bloomberg, FactSet, Writing
Education
Bentley University 2012 — 2016
Bachelor of Science, Economics and Finance - Minor in Mathematics
Falmouth High School 2008 — 2012
Barclays Investment Bank 2010 - Present
Lehman Brothers 2007 - 2010
Commonwealth Bank of Australia 2006 - 2006
Skills
Series 7, 63, 55, 3, Equities, Investor Relations, Bloomberg, Electronic Trading
Education
Boston College 2003 — 2007
Bachelor of Arts, Communications
ANZ March 2012 - Present
Barclays Investment Bank December 2010 - March 2012
Societe Generale Corporate and Investment Banking - SG CIB September 2009 - December 2010
Dresdner Kleinwort Wasserstein June 2007 - September 2009
ABN AMRO Bank N.V. July 2005 - June 2007
ABN AMRO Bank N.V. December 2002 - July 2005
ABN AMRO Bank N.V. July 1999 - December 2002
Skills
Financial Markets, Emerging Markets, Portfolio Management, Banking, Capital Markets, Fixed Income, Investment Banking, Derivatives, Investments, Financial Risk
Education
University of Colorado Denver 1996 — 1998
Master of Arts (M.A.), Economics
University of Colorado Denver 1996 — 1998
Master of Science (MS), Finance, General
Boğaziçi University 1990 — 1996
Bachelor of Science (BS), Chemical Engineering
Barclays Investment Bank April 2015 - Present
Barclays Investment Bank September 2013 - April 2015
Sovereign Bank September 2011 - August 2013
Siemens Venture Capital July 2010 - August 2010
Skills
VBA, Investments, Market Risk, Corporate Finance, Interest Rate..., SQL, C++, Quantitative Analytics, MBS, Interest Rate Risk..., QRM, R, VAR, JavaScript, C#, Agency MBS, Securitization, CMOS, Capital Markets
Education
Boston University 2010 — 2011
M.A., Economics
Boston University 2007 — 2011
B.A., Economics
Weeden & Co. May 2013 - Present
Barclays 2011 - 2013
Barclays Investment Bank 2011 - 2013
Skills
Bloomberg, Microsoft Excel, ThomsonOne, Thomson One Analytics, Derivatives, Trading, Equity Trading, Financial Risk, Trading Strategies, Financial Modeling, Bloomberg Terminal, Equities, Investments, Series 7, Equity Research, Financial Analysis, Investment Banking, Capital Markets, Equity Derivatives, Valuation
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2007 — 2011
Bachelor's degree, Finance, General
Chaminade High School 2003 — 2007
Mark L. Fornaris, P.A. 2006 - Present
Rifkin & Fox-Isicoff, P.A. 2005 - 2006
Eduardo Soto, P.A. 2004 - 2005
Barclays Investment Bank 2002 - 2004
Skills
Immigration Law, Employment-based..., Corporate Law, Contract Negotiation, Family Law, Civil Litigation, Bankruptcy, Legal Writing, Appeals, Litigation, Legal Research, Commercial Litigation, Corporate Governance, Legal Assistance, Management, Courts
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
Doctor of Law (J.D.), Law
Florida International University
Bachelor of Science (BS), Finance, General
Two Sigma March 2015 - Present
Barclays Investment Bank October 2013 - March 2015
HSBC July 2012 - October 2013
HSBC June 2011 - August 2011
General Electric May 2010 - September 2010
Lazard Capital Markets March 2010 - May 2010
Morgan Stanley Smith Barney February 2010 - May 2010
Chemidex August 2009 - October 2009
Brotherhood Bank & Trust May 2009 - September 2009
Education
Boston University 2008 — 2012
Bachelor of Arts, Economics, Cum Laude
Boston University - School of Management 2008 — 2012
Bachelor of Science, Finance, General, Cum Laude
External Coursework 2008 — 2012
Valuation & Financial Analysis
Shawnee Mission West High School 2004 — 2008
Pre-Collegiate Preparatory, Salutatorian
Barclays Investment Bank September 2015 - Present
JMP Group June 2014 - September 2015
Kadmon Pharmaceuticals September 2011 - June 2014
New York University School of Medicine September 2005 - August 2011
New York University Biotechnology Association October 2007 - May 2011
NYU Office of Industrial Liaison July 2010 - January 2011
New York City Investment Fund November 2009 - November 2010
Memorial Sloan-Kettering Cancer Center, HHMI June 2002 - July 2005
Skills
Biotechnology, Biochemistry, Financial Analysis, Molecular Biology, Cell Biology, Cell, Structural Biology, X-ray crystallography, Protein Purification, PCR, Lifesciences, Protein Chemistry, Pharmaceutical Industry, Enzyme Kinetics, Biophysics, Oncology, Drug Discovery, Western Blotting, Genetics, Drug Development, Cancer, Assay Development, Protein Expression, NPV, DCF Valuation, Clinical Trial Analysis, Equity Research, Life Sciences, Series 7, Research
Education
New York University School of Medicine 2009 — 2011
PhD, Cell Biology
State University of New York at Stony Brook 2009 — 2009
Certification, Fundamental of Bioscience Industry
New York University School of Medicine 2005 — 2009
Masters Science, Pharmacology
Binghamton University 1997 — 2002
BS, Biochemistry
Stuyvesant High School 1993 — 1997
HS, High School/Secondary Diplomas and Certificates
Barclays Investment Bank 2012 - Present
J P Morgan Chase 2010 - 2012
BNY Mellon ( Albridge) 2007 - 2010
British Telecom ( Radianz ) 2003 - 2007
Skills
Databases, Database Design, Data Warehousing, Enterprise Architecture, Oracle, ETL, Software Project..., Business Intelligence, Business Analysis, Project Management, SDLC, Data Modeling, Agile Methodologies, Data Architecture, Big Data
Education
Birla Institute of Technology and Science
Electrical and Electronics Engineering
Sumitomo Mitsui Banking Corporation July 2015 - Present
Barclays Investment Bank June 2014 - August 2014
Bain Capital September 2013 - January 2014
AT&T June 2013 - August 2013
Tishman Speyer June 2012 - August 2012
Skills
Financial Modeling, Leadership, Microsoft Excel, Bloomberg Software, Teamwork, Microsoft Word, PowerPoint, Financial Analysis, Public Speaking, Data Analysis, VBA, SAP, Expression Web, SPSS, Finance, Microsoft Office, Outlook, Analysis
Education
Bentley University 2011 — 2015
Bachelor’s Degree (Cum Laude), Economics and Finance, 3.5
Mahwah High School 2007 — 2011
3.72
Barclays Investment Bank May 2014 - Present
NorthPoint Solutions August 2012 - April 2014
Ipreo May 2008 - August 2012
Skills
C#, SQL, Web Services, Visual Studio, WCF, IIS, LINQ, Stored Procedures, CRM, Databases, ASP.NET, .NET, TFS, Microsoft SQL Server, RIXML, XML, RDBMS, HTML, AJAX, Cloud Computing, SSIS, Fixed Income, Infragistics, N-tier, XSLT, Amazon Web Services..., Amazon Cloud, JavaScript, Java, WF, Visual Basic, VBA, Telerik Controls, Views, Database Triggers, XAML, Tableau, XSD, Financial Services, WinForms, WPF, SSRS, EJB, Subversion, Equities, Hedge Funds, Design Patterns, OOP, Maven, Algorithms
Education
Binghamton University
Bachelor of Science (BS), Computer Engineering
J.P. Morgan January 2015 - Present
Permanent Mission of Spain to the United Nations September 2014 - December 2014
J.P. Morgan June 2014 - August 2014
Barclays Investment Bank June 2013 - August 2013
CRT/tanaka August 2012 - August 2012
Mosupe September 2010 - May 2012
Junior Achievement Young Enterprise Europe ( JA-YE Europe) September 2007 - June 2008
Education
Universidad Pontificia Comillas 2009 — 2014
Bachelor of Laws (LL.B.)
Universidad Pontificia Comillas 2009 — 2014
Bachelor of Business Administration (B.B.A.)
Eberhard-Karls-Universität Tübingen 2011 — 2012
Erasmus Scholarship
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Semester Exchange
Barclays Investment Bank July 2015 - Present
Barclays Investment Bank June 2014 - August 2014
Sigma Alpha Delta Honor Society May 2013 - May 2014
NYC Civilian Complaint Review Board (CCRB) July 2013 - January 2014
World Energy Forum International Headquaters June 2013 - August 2013
Baruch College February 2013 - May 2013
Sigma Alpha Delta Honor Society May 2012 - May 2013
Skills
Public Speaking, Event Planning, Teamwork, Customer Service, Social Media, Research, Community Outreach, Leadership, Event Management, Microsoft Office, Editing, Management, Hospitality, Time Management, Data Analysis, Marketing, Writing, Fixed Income, Client Service Oriented, Project Management, PowerPoint, Microsoft Excel, Intercultural...
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Operations Management
Francis Lewis High School 2008 — 2011
Advanced Regents Diploma
State University of New York at New Paltz
Study Abroad: London, UK (Winter 2015)
Barclays Investment Bank October 2011 - Present
Copper Mobile February 2011 - October 2011
New LifeStyles January 2009 - February 2011
Wasp Barcode Technologies January 2008 - December 2009
Campaign 2008 - 2008
Skills
Microsoft Excel, Adobe Creative Suite, Adobe Fireworks, Adobe Design Programs, Microsoft Word, Research, Training, PowerPoint, Microsoft Office, Sales, Leadership, Xcode, Corona SDK, Outlook, Visio, Photoshop, Digital Photography, Video Editing, E-commerce, Mobile Applications, Web Application Design, Mobile Technology, Visual Communication, Graphic Design, Motion Graphic Design, Motion Graphics, Flash Animation, Dreamweaver, CSS, HTML5, JavaScript, JSON, Digital Printing, Creative Concept Design, Rapid Prototyping, Management, iOS Design, Graphics, User Interface Design, Web Design, Web Development, User Interface, User Experience, Interaction Design
Education
Baylor University 2001 — 2002
Bachelor of Science (BS), Political Science and Government
Texas State Technical College Waco 2001 — 2001
Associate's degree, Digital Communication and Media/Multimedia
Mclennan Community College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), Criminal Justice
Rice University 1998 — 1999
Political Science and Government
Waco High School 1994 — 1998
Diploma, Art History, Criticism and Conservation
Chapdelaine & Co. September 2014 - Present
JBS Capital March 2011 - Present
MLP-Catapult January 2014 - August 2014
Citi January 2010 - November 2010
Barclays Investment Bank September 2008 - October 2009
Lehman Brothers December 2003 - September 2008
Amaranth June 2002 - November 2003
ING Nederland July 1997 - February 2002
Skills
Derivatives, Portfolio Management, Equities, Capital Markets, Fixed Income, Trading, Credit, Bloomberg, Credit Derivatives, Bonds, Investments, Asset Management
Education
Boston College 1993 — 1996
Bachelor of Science (B.S.), Finance, General
Brophy College Preparatory
High School
Boston University August 2015 - Present
Barclays Investment Bank June 2015 - August 2015
Boston University 2011 - June 2015
Skills
Physics, Mathematical Modeling, C++, Derivatives, Options, Time Series Analysis, Stochastic Calculus, Stochastic Processes, R, Financial Modeling, Applied Mathematics, Research, Fortran, Mathematica, Statistics, Trading Strategies, Statistical Physics, Monte Carlo Simulation, LaTeX, Data Analysis
Education
Boston University 2011 — 2015
PhD, Physics, GPA 3.90/4
PMF Zagreb 2005 — 2011
Undergrad + Master's degree, Physics
Barclays Investment Bank July 2014 - Present
Boston College December 2011 - May 2014
Barclays May 2013 - August 2013
Northwestern Mutual May 2012 - August 2012
NARS Cosmetics May 2011 - August 2011
Skills
Microsoft Excel, CFA Level I Candidate
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor's degree, Finance and Operations Management, Cum Laude
The Pingry School 2006 — 2010
Passed Level I of the CFA Program
Deutsche Bank August 2015 - Present
Deutsche Bank September 2014 - August 2015
Barclays Investment Bank April 2012 - May 2014
Deutsche Bank June 2004 - April 2012
ABN AMRO Bank N.V. August 1996 - June 2004
Skills
Capital Markets, Derivatives, Financial Markets, Investment Banking, Options, Equities, Portfolio Management
Education
Boğaziçi University
Chemistry
Barclays Investment Bank May 2014 - June 2015
Barclays Investment Bank May 2013 - August 2013
UBS Wealth Management July 2012 - September 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Mutual Funds, PowerPoint, Investments, Investment Strategies, Public Speaking, Microsoft Office 2007, Financial Markets, Financial Risk, Portfolio Management, Legal Compliance, Bonds, Financial Regulation, Data Analysis, Legal Research, Research, Securities Regulation, Social Media, Leadership, Microsoft Office
Education
Boston College Law School 2015 — 2018
Juris Doctor (J.D.)
Boston College 2011 — 2014
Bachelor's Degree, Political Science
Michigan State University 2010 — 2011
Bachelor of Arts (B.A.), Economics
Barclays Investment Bank September 2013 - Present
University of Connecticut August 2009 - August 2013
Plymouth Rock AssuranceBo May 2012 - August 2012
Northern Trust May 2011 - July 2011
University of Connecticut May 2010 - August 2010
Skills
Microsoft Office, SAS programming, R, Matlab, Microsoft SQL Server, Visual Basic, Financial Analysis, Risk Management, Operational Risk, Property & Casualty..., Predictive Modeling, model validation, SAS, Data Analysis, SPSS, LaTeX, VBA, Statistics, Quantitative Analytics, Statistical Modeling, Time Series Analysis
Education
The University of Connecticut 2009 — 2013
Doctor of Philosophy (PhD), Statistics, 3.8/4.0
Beijing Normal University 2005 — 2009
Bachelor of Applied Science (BASc), Applied Mathematics and Statistics
Bank of America March 2015 - Present
Barclays Investment Bank October 2014 - March 2015
Amerisoftpro Systems July 2014 - March 2015
New York City July 2014 - October 2014
Tata Consultancy Services May 2006 - July 2014
Merrill Lynch May 2006 - July 2014
Bank of America May 2006 - July 2014
Infitech October 2005 - May 2006
Mindware November 2004 - September 2005
Skills
Java, Multithreading, Collections, Java Concurrency, Java RMI, JDBC, Oracle, PL/SQL, JMS, MQSI, XML, XForms, XSLT, Web Services, Servlets, Unix, Unix Shell Scripting, Linux, Spring, Hibernate, Autosys, Python
Education
Bharathidasan University 1997 — 2001
Bachelor of Engineering (B.E.), Computer Science
De Britto Higher Secondary School 1996 — 1997
HSC, Mathematics and Computer Science
De Britto Higher Secondary School 1994 — 1995
SSLC, General Studies
Credit Suisse February 2015 - Present
Barclays Investment Bank June 2014 - February 2015
111 Corona Discount Store December 2003 - December 2014
Golden Key International Honour Society, Baruch College Chapter June 2013 - June 2014
Northern Manhattan Improvement Corporation March 2014 - May 2014
Human Administration Resources of New York City July 2012 - 2012
Department of City Administrative Services June 2011 - August 2011
Salcedo Multi-services March 2011 - May 2011
YMCA June 2006 - August 2006
Skills
Accounting, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Public Speaking, Teamwork, Analysis, Data Entry, Social Networking, Event Planning, Financial Analysis, Customer Service, Social Media, Fundraising, Digital Photography, Poetry, Customer Experience, Spreadsheets, Customer Relations, Tax, Non-profits, Organizing, Auditing, General Ledger, Research, Management, Time Management, Tax Documentation, FATCA, Dodd-Frank, Government Regulation, Investment Banking, CRM, Inspiring Leadership, Motivational Speaking, Student Mentor, Vlookup, Pivot Tables
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Baruch College/CUNY
Bachelor, Business Administration; Accounting
Queens College
Accounting
Barclays Investment Bank April 2014 - Present
Dentons June 2011 - April 2014
Quinn Emanuel January 2011 - June 2011
Tribeca Film Festival April 2009 - May 2009
Thacher Proffitt & Wood LLP October 2008 - February 2009
Thacher Proffitt & Wood LLP May 2007 - August 2007
Dalzell Productions 2003 - 2005
Skills
Due Diligence, Real Estate, Civil Litigation, Corporate Law, Litigation, Contract Negotiation, Legal Writing, Commercial Real Estate, Commercial Litigation, Loans, Legal Research, Corporate Governance, Intellectual Property
Education
New York Law School 2005 — 2008
J.D., Law
Baruch College, City University of New York (CUNY) 2000 — 2004
B.A, Psychology
High School
Barclays Investment Bank September 2014 - Present
Trafigura October 2013 - April 2014
Morgan Stanley March 2012 - October 2013
Kellam Development September 2011 - December 2011
Catalyst for Intellectual Capital January 2011 - December 2011
City of Binghamton Economic Development Office May 2011 - September 2011
Skills
CCNA Certified, Cisco devices, Excel, PowerPoint, Word, Stock Trading, Spanish, Argus DCF, Catalyst, Ideft, Microsoft Excel, Microsoft Word, Management, Leadership, Fundraising, Research, Program Management, Project Planning, Real Estate, Entrepreneurship
Education
New York Real Estate institute 2014 — 2014
Licentiate, Real Estate
Cayuga County Community College 2011 — 2011
Study Abroad in London, UK, International Business
State University of New York at Binghamton 2007 — 2011
Bachelor of Arts, Economics
StarCo Capital Advisors 2009 - Present
BMO Capital Markets January 2004 - October 2008
AfricaOne 2001 - 2004
Barclays Investment Bank 2001 - 2001
Credit Lyonnais Securities 1997 - 2000
Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Investment Banking, Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Investments, High Yield, Restructuring, Credit, LBO, Financial Services, Loans, Loan Origination, Capital, Acquisitions, Mezzanine, FINRA, Capital Raising, Commercial Banking, Recapitalizations, Financial Structuring
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Boston College
BS, Economics
Dat Venture June 2015 - September 2015
Barclays Investment Bank June 2015 - August 2015
Progress Partners September 2014 - December 2014
Hypatia Capital Group May 2014 - August 2014
Asian Manufacturing Association 亚洲制造业协会 October 2013 - April 2014
Harwood Levitt Consulting May 2013 - July 2013
O'Neill and Associates January 2013 - May 2013
Skills
Social Entrepreneurship, Research, Microsoft Office, Leadership, 3D Printing, Financial Modeling, Public Speaking, Social Media, Investments, Financial Analysis
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.)
Vesalius College 2013 — 2013
Summer Program
Northfield Mount Hermon School 2009 — 2012
High School
Shanghai Foreign Language School 2004 — 2009
Liquidity Finance LLP November 2014 - Present
Deutsche Bank March 2010 - February 2013
Barclays Investment Bank September 2008 - March 2010
Lehman Brothers August 1999 - September 2008
Skills
Investment Banking, Sales, Financial Services, Real Estate, Banking, Structured Products, Derivatives, Foreign Exchange, Capital Markets, Mutual Funds, Hedge Funds, Fixed Income, FX Options, Structured Finance, Emerging Markets
Education
City University of New York-Baruch College 1996 — 1999
Bachelor of Business Administration (BBA), Finance, General
Tomsk State University 1992 — 1995
Bachelor of Education (BEd), Foreign Languages and Literatures, General
Barclays Investment Bank June 2014 - Present
Winston Center for Leadership and Ethics September 2013 - Present
Barclays Investment Bank June 2013 - August 2013
SkyBridge Capital, LLC April 2012 - August 2012
Plandome Country Club January 2010 - August 2012
Melville Management Corporation April 2011 - September 2011
Estee Lauder Group of Companies May 2011 - August 2011
Dr. Mary Parisi Pediatrics April 2010 - August 2010
Manhasset PAL Baseball July 2008 - January 2009
Chaminade High School April 2007 - August 2008
Skills
Valuation, Financial Analysis, Microsoft Word, Social Media, Microsoft Excel, Investment Banking, Corporate Finance, Finance, Financial Accounting, Microsoft Office, PowerPoint, Research, Financial Modeling, Investments, Portfolio Management, Public Speaking, Leadership, Capital Markets
Education
Boston College 2010 — 2014
Bachelor of Science (BS), Management, Concentrations in Finance, Accounting
Chaminade High School 2006 — 2010
Barclays Investment Bank August 2014 - Present
Barclays Investment Bank June 2014 - August 2014
RBS Citizens Financial Group June 2013 - August 2013
Education
Boston College 2011 — 2015
Bachelor's degree, Finance, Senior
Barclays Investment Bank November 2014 - Present
Barclays Capital July 2012 - November 2014
Barclays Investment Bank June 2011 - August 2011
Skills
CVA, Credit Trading, Series 7, Series 63
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics, Summa Cum Laude
Chaminade High School
Zylog Systems Ltd August 2011 - Present
HISD (Houston Independent School District) March 2014 - March 2015
Hewlett-Packard May 2013 - February 2014
Barclays Investment Bank October 2011 - April 2013
NYSERDA - New York State July 2008 - August 2011
COMSYS 2008 - 2011
Volvo IT 2005 - 2008
Tarang Software Technologies - CMM Level 5 2005 - 2008
Skills
HTML, Content Management, CMS, Web Editing, Requirements Analysis, Web Development, Quality Assurance, SDLC, SharePoint, Sitecore, ALM, Manual Testing, Test Automation, Load Testing, Agile Methodologies, .NET, CSS, JavaScript, jQuery, Test Cases, Quality Center, Regression Testing, User Acceptance Testing, Smoke Testing, Unit Testing, SilkTest, Silk Performer, QTP, Selenium, XML, ASP.NET, C#, Microsoft SQL Server, MySQL, SQL, Web Services, Oracle, JIRA, Tortoise SVN, TFS, VMware, SAP SD Module, SAP, Scrum, Leadership, SAP SD, SAP Testing, Business Analysis
Education
Bharathidasan University 2001 — 2004
MCA, Computer Application
Sree Sankara College, Kalady 1999 — 2001
Bachelors in Mathematics (BSC Maths), Mathematics
MG University 1996 — 1998
Pre Degree (+2), Maths
Aon Hewitt April 2013 - Present
KPMG US April 2011 - March 2013
Barclays Investment Bank July 2007 - October 2010
Morgan Stanley November 2005 - May 2006
American Continental Properties August 2003 - November 2005
Skills
Time Management, Outlook, Human Resources, Office Management, Administrative..., Administrative..., Invoicing, Editing, Salesforce.com, Calendaring, Microsoft Word, Travel Arrangements, PowerPoint, Microsoft Excel, Microsoft Office, PeopleSoft, Sales, Customer Service, Concur, Expense Management
Education
Berkeley College 2009 — 2011
Bachelor of Business Administration Degree, Marketing, 3.0
Barclays Investment Bank July 2012 - Present
Education
Boston College - Carroll School of Management 2008 — 2012
B.S., Finance, Operations
Boston College 2008 — 2012
Bachelor of Arts (BA), Psychology
Barclays Investment Bank June 2014 - Present
Boston College September 2011 - May 2014
Boston College September 2010 - May 2014
Barclays Investment Bank June 2013 - August 2013
Boston College September 2010 - May 2013
Romney for President April 2012 - November 2012
The Black Dog Tavern, Co. May 2011 - August 2011
Skills
Finance, PowerPoint
Education
Boston College 2010 — 2014
Bachelor of Science (BS), Finance and Information Systems, Senior
Milton Academy 2007 — 2010
High School Diploma
Barclays Investment Bank July 2015 - Present
Bentley Investment Group May 2014 - Present
Barclays Investment Bank June 2014 - August 2014
Hughey Center for Financial Services May 2013 - December 2013
Provident Healthcare Partners, LLC May 2013 - August 2013
Prime, Buchholz & Associates June 2012 - December 2012
Skills
Microsoft Excel, Bloomberg, Capital IQ, Bloomberg Terminal, Equity Research, Hedge Funds, Private Equity, DCF Valuation, Fixed Income, Equity Valuation, Credit Analysis
Education
Bentley University 2011 — 2015
Candidate for Bachelor's degree, Economics-Finance
Bond University 2013 — 2013
Coe-Brown Northwood Academy 2007 — 2011
KPMG March 2015 - Present
Simanye June 2014 - August 2014
Barclays Investment Bank June 2012 - September 2013
Morgan Stanley August 2010 - April 2012
Bank of America May 2006 - July 2010
Education
IE Business School 2013 — 2014
MBA, Finance, Emerging Markets, Honors
Binghamton University
Bachelor of Arts (B.A.), Economics
Société Générale May 2014 - Present
Barclays Investment Bank July 2013 - May 2014
Sapient November 2007 - 2013
Cognizant Technology Solutions January 2007 - November 2007
Ajel Technologies August 2006 - October 2006
Wipro Technologies March 2004 - June 2006
Wipro Technologies November 1999 - March 2004
Skills
SOA, Java, Architecture, Portals, Marketing, Healthcare, Advertising, Retail, Java Enterprise Edition, Solution Architecture, Web Services, Pre-sales, Scrum, UML, Global Delivery, Business Analysis, SQL, IT Strategy, Business Intelligence, Finance, Software Project..., Enterprise Architecture, Agile Methodologies
Education
BITS Pilani
MS, Software Systems
Sri Venkateswara University 1995 — 1999
B. Tech., Mechanical Engineering
Guggenheim Partners October 2013 - July 2014
Jefferies LLC April 2009 - August 2012
Blueknight Energy Partners, LP August 2008 - April 2009
Deutsche Bank August 2007 - July 2008
New Harbor Incorporated February 2000 - May 2005
Ridgewood Country Club, LLC September 1997 - January 2000
Barclays Investment Bank August 1995 - August 1997
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Mergers & Acquisitions, Restructuring, Capital Markets, Leveraged Finance, Distressed Debt, Distressed M&A, Corporate Finance, Equities, Fixed Income, Credit, Power Utilities, Merchant Generation, Debt Restructuring, Business Strategy, Due Diligence, Strategy, Credit Risk, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.), Finance & Management, GPA: 3.8/4.0, GMAT: 750 (99th Percentile)
Boston College
Bachelor's Degree, Economics, GPA: 3.6/4.0
London School of Economics and Political Science
Economics
Barclays Investment Bank June 2012 - Present
Memorial Sloan-Kettering Cancer Center January 2008 - June 2012
Index Stock Imagery April 2001 - January 2008
UGO Networks September 1999 - March 2001
Computech Resources International November 1998 - September 1999
Ramco Systems June 1996 - October 1998
Skills
In depth SQL Server..., Experience of managing..., Strong self-sufficiency..., Microsoft SQL Server, Depth, SQL, Databases, Web Applications, Data Warehousing, Performance Tuning, Security, ERP, Process Improvement, ETL, SDLC, Unix, Data Migration, SSIS, Data Center, Testing, Troubleshooting, CRM, Requirements Analysis, Enterprise Architecture, Business Intelligence, Oracle, Software Project..., Data Modeling, Software Development, Integration
Education
Bharathiar University 1992 — 1996
Bachelors in Engineering, Computer Science
Institute of Road and Transport Technology 1992 — 1996
BE, Computer Science
St. Bede's Anglo Indian Higher Secondary School 1989 — 1991
HSC, Maths, Physics, Chemistry & Biology
Barclays Investment Bank September 2012 - Present
Barclays Investment Bank September 2008 - Present
Fidessa corporation September 2005 - November 2007
Skills
ITIL v3 Foundations..., Project Mgmt, CRM, Financial Services, Fixed Income, Market Data, Trading, Equities, Investment Banking, Bloomberg, Trading Systems, Business Analysis, Electronic Trading, Financial Markets, Capital Markets
Education
City University of New York-Baruch College 2001 — 2004
Bachelor's degree, Psychology
Morgan Stanley November 2014 - Present
Barclays Investment Bank November 2013 - November 2014
Barclays Capital November 2009 - November 2013
Liquidnet June 2009 - November 2009
UBS Investment Bank September 2007 - March 2009
Freddie Mac May 2006 - August 2007
Skills
Autosys, Unix, Perl, Ksh, BMC Remedy, T-SQL, ClearQuest, Sybase, Release Management, Fixed Income, Unix Shell Scripting, SDLC, Reference Data, Production Support, Informatica, SQL, Business Analysis, Equities, Trading Systems, User Acceptance Testing, Databases, Testing
Education
University of Missouri-Rolla 2003 — 2005
MS, Computer Engineering
Bharathiar University 1999 — 2003
B.E, Electronics and Communication Engineering
Barclays Investment Bank September 2008 - Present
Lehman Brothers 2004 - 2008
New York Presbyterian Hospital 2000 - 2004
Skills
Employee Relations, Investment Banking, Leadership, Human Resources, Employee Benefits, Management, PeopleSoft, Talent Management, Vendor Management
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
State University of New York at Binghamton 1997 — 2001
Bachelor of Arts (B.A.), Law
Barclays Investment Bank October 2011 - Present
Morgan Stanley June 2010 - October 2011
Credit Suisse April 2007 - June 2010
Skills
Fixed Income, Investment Banking, Derivatives, Equities, Capital Markets, Banking, Portfolio Management, Bloomberg, Hedge Funds, Financial Modeling, Trading Systems, Valuation, Risk Management, Credit Risk, Private Banking
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
New York University
Master of Business Administration (MBA), Finance and Financial Management Services
Barclays Investment Bank January 2013 - Present
Barclays Capital February 2010 - Present
Barclays Capital September 2008 - February 2010
Lehman Brothers September 2005 - September 2008
The Bank of New York May 2002 - September 2005
Lazard 1999 - 2001
Education
Binghamton University 1993 — 1997
Binghamton University - School of Management 1993 — 1997
Barclays Investment Bank July 2011 - Present
MUFG Americas October 2008 - July 2011
Dresdner Kleinwort April 2008 - October 2008
Morgan Stanley November 2004 - April 2008
HSBC Private Bank July 2003 - October 2004
Barclays Capital October 1996 - August 1998
Skills
Enterprise Risk..., Risk Management, Operational Risk..., Hedge Funds, Fixed Income, Derivatives, Banking, Market Risk, Investment Banking, Financial Modeling, Financial Services, Trading, Credit Risk, Alternative Investments, Operational Risk, Investments, Securities, Due Diligence, Trading Systems
Education
University of Wisconsin-Madison 2000 — 2003
Former Ph.D. candidate, MA, Political Science
Georgetown University 1998 — 2000
MA, Government
Boston University 1989 — 1993
BSBA, Finance
Regis High School 1985 — 1989
SoftNet Solutions October 2006 - Present
Barclays Investment Bank 2009 - 2012
Infosys 2006 - 2008
Kanbay November 2003 - October 2006
visual web solutions 2001 - 2004
Global Networks 2000 - 2002
Skills
Informatica, Unix Shell Scripting, Integration, Java, Calypso, Swing, Requirements Analysis, SDLC, Java Enterprise Edition, Software Project..., Oracle, SQL, Shell Scripting, Web Services, Websphere
Education
Bharathidasan University 1996 — 1999
MCA, master of computer applications
Barclays Investment Bank December 2013 - Present
GE Capital February 2012 - November 2013
UBS Investment Bank 2007 - 2011
UBS Investment Bank 2003 - 2006
UBS Investment Bank 2001 - 2003
UBS Investment Bank 1999 - 2001
UBS Investment Bank June 1998 - 1999
Legier & Materne 1998 - 1998
Roper Industries 1996 - 1997
Skills
Global Treasury..., Financial Management &..., Investments, Futures and Options..., Funding and Liquidity..., Global Business..., Acquisition Integration, Foreign Exchange..., Global Cash Management, Banking Relationships, Regulatory Affairs, Treasury, Operational Risk, Portfolio Management, Securities, Derivatives, Treasury Services, Managerial Finance, Capital Markets, FX Options, Fixed Income
Education
Loyola University New Orleans 1996 — 1997
MBA, Finance
Baylor University 1993 — 1995
Bachelor of Science, Biology
Barclays Investment Bank January 2015 - Present
Cross Management Corporation September 2014 - January 2015
Credit Suisse September 2000 - September 2014
Banco Popular de Puerto Rico 1995 - 2000
Janton Construction Industries 1993 - 1995
Skills
Data Center, Infrastructure, Vendor Management, Engineering, Project Management, Risk Management, Strategic Planning, Operations Management, Management, Change Management, Business Continuity, Program Management, Asset Management, Asset Managment, Financial Institutions, LEED projects, Feasibility Studies, Project Estimation, Facilities Management, Building Services, Procurement, Contract Management, Contract Negotiation, Renovation, Subcontracting, Contractors, Construction Management, Project Bidding, Managing Project Budgets, Process Improvement, Strategy, Construction, MS Project, Project Planning, HVAC, Project Coordination, Budgets
Education
New York University 1995 — 1996
Diploma, Construction Management
SUNY Binghamton 1981 — 1985
Bachelor of Arts (BA), Finance and Financial Management Services
Barclays Investment Bank October 2011 - Present
Barclays Wealth and Investment Management September 2008 - October 2011
Lehman Brothers May 2007 - September 2008
Bank of New York Mellon July 2001 - May 2007
Skills
Team Leadership, Reference Data, Java Enterprise Edition, Big Data, SQL, Hadoop, HBase, Hive, Informatica, Microsoft SQL Server, SSIS, Financial Services, Perl, Master Data Management, Software Project...
Education
Birla Institute of Technology and Science 2001 — 2001
Master's Degree, Computer Science
College of Engineering, Guindy 1997 — 2001
Engineer's Degree, Mechanical Engineering
HSBC Global Banking and Markets June 2015 - Present
Barclays Investment Bank July 2013 - May 2015
Barclays Investment Bank June 2010 - July 2013
Tower Capital Asset Management L.P September 2009 - June 2010
Minbev Realty December 2008 - August 2009
Compass Partners May 2008 - August 2008
J&W Seligman February 2008 - May 2008
J&W SELIGMAN & CO February 2008 - May 2008
Pfizer June 2007 - September 2007
Skills
Due Diligence, Research, Competitive Analysis, Marketing, Spreadsheets, Sales, FX, FX Options, FX Hedging, Hedge Funds, Finance, Valuation, Mergers & Acquisitions, Alternative Investments, Accounting
Education
City University of New York-Baruch College 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Barclays Investment Bank 2015 - Present
Barclays Capital 2012 - 2015
Barclays Capital 2010 - 2012
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2010
Ph.D., Finance
University of Michigan 2002 — 2004
M.S., Financial Engineering and Mathematics
University of International Business and Economics 1997 — 2001
B.A, Economics
CFA Program
Passed 2013 Dec. Level I Exam, 2014 Jun. Level II Exam
Barclays Investment Bank June 2014 - Present
Cambridge Associates March 2010 - May 2014
Education
The George Washington University 2005 — 2009
B.A., International Affairs, Economics
Beijing Foreign Studies University
IES Language Intensive Program, Mandarin
Lincoln-Sudbury Regional High School 2001 — 2005
Millennium Partners January 2014 - Present
Barclays Investment Bank June 2012 - January 2014
Barclays Investment Bank August 2010 - June 2012
Barclays Investment Bank August 2007 - July 2010
Deloitte & Touche July 2006 - July 2007
Morgan Stanley June 2005 - August 2005
Skills
Derivatives, Fixed Income, Equities, Interest Rate..., Options, Product Control, Rates, Trading, Structured Products, Credit Derivatives, Middle Office, Bloomberg, Equity Derivatives, Hedge Funds, Portfolio Management
Education
Binghamton University - School of Management 2002 — 2006
BS
Barclays Investment Bank January 2014 - Present
Barclays Capital September 2008 - Present
Lehman Brothers May 2005 - September 2008
The Federal Reserve Bank of NY 2000 - 2003
Skills
Financial Modeling, Emerging Markets, Valuation, Portfolio Management, Investment Banking, Capital Markets, Hedge Funds, Asset Management, Equities, Financial Markets, Private Equity, Derivatives, Due Diligence, Trading, Investments, Corporate Finance, Financial Analysis
Education
Georgetown University 2003 — 2005
MBA
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Finance
Binghamton University 1996 — 2000
BA
Barclays Investment Bank October 2014 - Present
Barclays Capital Inc September 2010 - Present
Barclays Capital Inc October 2008 - September 2010
Lehman Brothers Inc May 2005 - October 2008
Education
Baruch College 1999 — 2005
Bachelor of Business Administration (BBA), Finance, General
CUNY Bernard Baruch College, Zicklin School of Business 1999 — 2005
Bachelor of Business Administration, Finance
Barclays Investment Bank July 2013 - Present
Barclays Investment Bank June 2010 - June 2013
Revolution Partners June 2009 - August 2009
Education
Boston College 2006 — 2010
Bachelor of Science (BS), Economics and Environmental Geosciences
Monomoy Capital Partners October 2013 - Present
Barclays Investment Bank July 2011 - October 2013
Barclays Investment Bank June 2010 - August 2010
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - August 2013
Peter Lynch Foundation September 2013 - December 2013
Barclays Investment Bank May 2012 - August 2012
Citi June 2011 - August 2011
Shaw Yi Ltd. June 2009 - July 2009
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Valuation, Financial Accounting, Corporate Finance, Bloomberg, Leadership
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting, Minor in Economics (Arts & Sciences), Magna Cum Laude
Colegio Retamar 2006 — 2010
International Baccalaureate and Spanish Baccalaureate
Shanghai American School 2001 — 2006
Morgan Stanley June 2014 - Present
Barclays Investment Bank July 2011 - June 2014
Boston College 2008 - July 2011
Barclays June 2010 - August 2010
United States Attorney's Office June 2009 - August 2009
Skills
Fixed Income, Bloomberg Terminal, Financial Modeling, Investment Banking, Credit, Bloomberg, Research, Microsoft Excel, Financial Analysis, Derivatives, Structured Finance, Hedge Funds
Education
Boston College 2007 — 2011
BS, Finance, Accounting
UCMHS 2003 — 2007
High School Diploma
Barclays Investment Bank February 2014 - May 2014
Barclays Investment Bank July 2009 - February 2014
Lehman Brothers June 2008 - August 2008
Lighthouse International June 2006 - August 2006
Skills
Microsoft Excel, Investment Banking, Hedge Funds, Securities Regulation
Education
Boston College 2005 — 2009
BA, Psychology
The Peddie School 2000 — 2005
Barclays Investment Bank March 2014 - November 2014
Barclays Investment Bank May 2013 - August 2013
Delphi Automotive December 2010 - June 2012
Hella India Electronics October 2008 - January 2011
Skills
Java, C++, C, DBMS, Algorithms, Data Structures, Groovy, Grails, Embedded Software, Embedded Systems, OOAD, Software Design, Microsoft SQL Server, JavaScript, C#
Education
Stevens Institute of Technology 2012 — 2013
Master of Science (MS), Computer Science
BITS Pilani 2009 — 2011
Master of Science (MS), Software Systems
Visvesvaraya Technological University 2004 — 2008
BE, E&C
Goldman Sachs May 2014 - Present
Barclays Investment Bank 2013 - 2014
Morgan Stanley June 2011 - May 2013
Merrill Lynch February 2009 - June 2011
Cummins Inc. May 2006 - January 2009
Skills
SDLC, Oracle, Web Services, Software Project..., Risk Management, SQL, Java Enterprise Edition, SOA, Unix, Agile Methodologies, Spring, Prime Brokerage, Core Java, EJB, JSP, Spring Framework, JavaScript, Java
Education
Birla Institute of Technology
Bachelor's degree, Electrical and Electronics Engineering
Guggenheim Partners May 2015 - Present
Barclays Investment Bank March 2013 - March 2015
Barclays Capital August 2010 - February 2013
Morgan Stanley September 2005 - July 2010
Skills
Series 7, Series 63, Equities, Capital Markets, Bloomberg, Hedge Funds, Mutual Funds, Alternative Investments, Relationship Management, series 3, series 55, Securities, Trading
Education
Boston College School of Advancing Studies 2004 — 2005
Organizational Behavior
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Business, Marketing
Barclays Investment Bank October 2013 - Present
Santander Consumer USA Inc. January 2012 - October 2013
Santander Consumer USA Inc. June 2011 - August 2011
Skills
Securitization, Capital Markets, Bonds, ABS, Consumer Financing, Structured Finance
Education
Baylor University - Hankamer School of Business 2007 — 2011
Bachelor of Business Administration, Finance & Entrepreneurship
Rowlett High School 2003 — 2007
Tabernacle of our Lord Jesus Christ Apostolic Church Inc. June 2014 - Present
BlackRock December 2011 - April 2014
Barclays Investment Bank June 2011 - August 2011
Bank of America, September 2005 - October 2010
JPMorganChase Investment Services October 1997 - March 2005
Skills
Investment Management, Profient in various..., Financial Analysis, Account Reconciliation, Finance, Financial Services, Process Improvement, Portfolio Management, General Ledger, Equities, Financial Risk, Fixed Income, Mutual Funds, Accounts Payable, Analysis, Accounts Receivable, Bloomberg
Education
Bernard M. Baruch College, CUNY
Bachelors of Business Administration, Finance
City University of New York-Baruch College - Zicklin School of Business
Rockwood Equity Partners September 2015 - Present
Rockwood Equity Partners June 2015 - August 2015
England & Company July 2013 - May 2014
Unicredit June 2012 - August 2012
Mission Markets Inc. September 2011 - December 2011
Credit Suisse November 2011 - November 2011
Barclays Investment Bank November 2011 - November 2011
Protocol Capital Management May 2011 - July 2011
Ziegler Capital Markets September 2010 - December 2010
AXA Advisors March 2010 - August 2010
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree
New York University - Leonard N. Stern School of Business 2009 — 2013
BS
New York University in Prague 2011 — 2011
Global Programs - Semester-long Study Abroad Program
Kolej Universiti Taylor's 2008 — 2009
Cambridge A Levels
Barclays Investment Bank June 2013 - Present
Quinn & Mellea Law Firm May 2010 - September 2011
Dunkin' Brands May 2008 - November 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Data Analysis, Access, Microsoft Office, PowerPoint, Business Analysis, Analysis, Microsoft Word, Finance, Corporate Finance, Project Management, Outlook, Risk Management, Valuation, Research, Banking, Process Improvement, Market Research, Bloomberg Terminal, Hedge Funds
Education
Boston College 2009 — 2013
Bachelor of Science (B.S.), Finance, Philosophy
Barclays Investment Bank May 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Citi June 2012 - August 2012
Lapine Associates May 2011 - August 2011
Lapine Associates May 2010 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Team Leadership
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Management
Greenwich High School 2006 — 2010
Hudson Executive Capital January 2015 - Present
Barclays Investment Bank July 2013 - September 2014
Barclays Capital July 2010 - June 2013
Barclays Capital June 2009 - August 2009
Jefferies & Company July 2008 - August 2008
AXA Equitable June 2007 - August 2007
HSBC Securities July 2006 - August 2006
Skills
Investment Banking, Structured Finance, Mergers, Equities, Investments, Mergers & Acquisitions, Bloomberg, Financial Modeling, Equity Capital Markets, Banking, Capital Markets, LBO, Equity Research, Valuation, Fixed Income, Hedge Funds
Education
Boston College 2006 — 2010
BS
Bessemer Trust Company January 2009 - Present
Barclays Investment Bank April 2008 - October 2008
Morgan Stanley January 2007 - April 2008
Prudential Financial 2006 - 2007
Prudential Financial 2006 - 2007
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Alternative Investments, Investment Management, Bloomberg Terminal, Equities, Fixed Income, Securities, Asset Management, Private Equity, Asset Allocation, Derivatives, Equity Research, Tax, SEC filings, Valuation, Investments, AML, Investor Relations, Capital Markets
Education
Bloomfield College 2000 — 2005
Bachelor of Science, Business Administration; Computer Information Systems
BNP Paribas June 2014 - Present
Barclays Investment Bank May 2012 - May 2014
Morgan Stanley December 2011 - April 2012
UBS, Correspondent Banking September 2010 - July 2011
New York Junior Tennis League June 2009 - August 2009
Permal Asset Management August 2008 - August 2009
Citi June 2008 - August 2008
NYHRC June 2007 - August 2007
Skills
Due Diligence, Forecasting
Education
University of Vermont 2006 — 2010
B.S, Business Administration; Finance
Bond University 2009 — 2009
Business/Sustainablility
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Goldman Sachs Asset Management November 2005 - July 2012
Skills
Due Diligence, Bloomberg, Investment Banking, Emerging Markets, Capital Markets, Hedge Funds, Alternative Investments, Fixed Income, Financial Modeling, Valuation, Private Equity, Equity Research, Corporate Finance, Corporate Development, Derivatives, Asset Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Boston College 2001 — 2005
Bachelor of Science (B.Sc.), Finance, Philosophy
Barclays Capital August 2012 - June 2015
Barclays Investment Bank December 2010 - July 2012
PwC July 2008 - November 2010
Anglo Irish Bank September 2006 - April 2008
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Capital Markets, Equities, Corporate Finance, Private Equity, Derivatives, Hedge Funds, Fixed Income, Due Diligence, Investment Banking, Financial Reporting, Accounting, Finance, Analysis, GAAP
Education
Bentley College 2004 — 2008
Bachelors of Science, Corporate Finance and Accounting
Paramus High School 2000 — 2004
High School Diploma
Santander Investment Securities Inc August 2010 - Present
Barclays Investment Bank April 2000 - July 2010
Arthur Andersen & Co. September 1996 - April 2000
Skills
Management, Financial Analysis, Microsoft Excel, Investment Banking, Leadership, Banking, Capital Markets, Risk Management, Microsoft Office, Financial Accounting, Microsoft Word, Research, PowerPoint, Training, Financial Reporting, Regulatory Compliance, Regulatory Reporting, Corporate Finance, Mergers & Acquisitions, Treasury Management, Relationship Management, Futures Trading, Options, Derivatives, Broker-Dealer, FINRA, CME, CFTC, Technical Accounting..., Managerial Finance, Asset Management, People Development, Project Management, CEO/CFO Certification, New Business Development, CMBS, Finance, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Bachelor's Degree, Accounting, Summa Cum Laude
J.P. Morgan Asset Management August 2014 - Present
Nordea May 2013 - December 2013
Societe Generale Corporate and Investment Banking - SGCIB February 2013 - May 2013
Barclays Investment Bank July 2011 - October 2011
BNY Mellon June 2006 - July 2011
Skills
MS Office Suite, Goldtier, Mantas, AML, KYC, Bank Secrecy Act, USA PATRIOT Act, Securities, Microsoft Office, Banking, Financial Risk, Financial Institutions, Financial Services, Fraud, Hedge Funds, Asset Management, OFAC, Anti Money Laundering
Education
City University of New York-John Jay College of Criminal Justice 2013 — 2015
Master's of Public Administration, Oversight & Investigations
Baruch College 2007 — 2012
BA, Corp. Comm & Political Science (Double Major)
Baruch College 1998 — 2003
BBA, Operations Management
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank September 2012 - February 2015
FDM Group May 2012 - February 2015
Skills
Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Statistics, Microsoft Word, Project Management, Analysis, Industrial Engineering, Engineering, Process Improvement, SQL, Lean Manufacturing, Visio, MS Project, Business Analysis, Six Sigma
Education
Binghamton University 2008 — 2012
Barclays Investment Bank March 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Sponsors for Educational Opportunity May 2013 - August 2013
Medley Global Advisors May 2012 - August 2012
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.), Economics and Finance with minor in Law
Instituto Cumbres de Caracas 1999 — 2010
High School
J.P. Morgan June 2014 - Present
Barclays Investment Bank April 2008 - June 2014
US Army February 2004 - February 2007
Skills
Contract Negotiation, KYC, Reputational Risk, AML, Legal Documents, Military Training, Onboarding, Fixed Income, Securities Lending, Market Risk, Prime Brokerage, Internal Audit, Equities, Investment Banking, Structured Products, Trading, Analysis, Bloomberg, Financial Services, Securities, Capital Markets, Risk Management, Hedge Funds, Derivatives
Education
Boston University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Deutsche Bank October 2010 - October 2012
Barclays Investment Bank June 2007 - September 2010
Bank of America May 2004 - May 2007
JPMorgan Chase July 1999 - May 2004
Skills
Hedge Funds, Series 24, Series 7, Series 63, Bonds, Capital Markets, Equities, FX Options, Fixed Income, Options, Private Equity, Trading, Risk Management, Commodity, Investments
Education
Boston College 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Computer Science & Finance, Major GPA: 3.7 / 4.0 Cum GPA 3.5 / 4.0
Passed CFA Level II
Geller & Company August 2013 - Present
Barclays Investment Bank 2001 - Present
J.P. Morgan March 2000 - October 2001
Arthur Andersen Business Consulting November 1998 - March 2000
Arthur Andersen September 1994 - November 1998
Skills
CPA, Series 7, Series 63, Series 27, Member of AICPA, SAP ERP, Valuation, Fixed Income, FINRA, Finance, Bloomberg, Financial Services, Risk Management, Financial Analysis, Capital Markets, Financial Modeling, Investment Banking, Derivatives, Financial Reporting, Equities, Corporate Finance, Accounting, Hedge Funds
Education
Binghamton University - School of Management 1990 — 1994
Bachelor of Science (B.S.), Accounting
Kansai Gaidai 1993 — 1993
East Asian Studies
Barclays Investment Bank
Skills
Investment Banking, Fixed Income, Requirements Analysis, Business Analysis, Trading Systems, SDLC, Derivatives, Requirements Gathering, Business Requirements, User Acceptance Testing, Risk Management, Sybase, PMO, Banking
Education
State University of New York at Binghamton
Bachelor of Science (BS), Computer Science
Lehman Brothers 2001 - 2009
Barclays Investment Bank July 1998 - February 2001
Skills
Account Reconciliation, International..., Accounts Receivable
Education
Borough of Manhattan Community College
Barclays Investment Bank June 2014 - August 2014
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Bloomberg, Investments
Education
Boston College 2008 — 2014
Bachelor of Science (BS), Finance, General
Universidad de Montevideo 2011 — 2013
Colonial Intermediate Unit 20 March 2013 - Present
Barclays Investment Bank June 2008 - March 2012
Education
East Stroudsburg University of Pennsylvania 2012 — 2015
Master's degree, Special Education and Teaching
Bloomsburg University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Sociology
Guggenheim Partners August 2014 - Present
Barclays Investment Bank June 1996 - February 2014
Raymond James Financial Inc. September 1992 - May 1996
Rockefeller University December 1988 - August 1992
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Hedge Funds, Equity Research, Derivatives, Structured Products, Trading Systems, Options, Electronic Trading, Alternative Investments, Bloomberg, Equity Derivatives, Portfolio Management, Financial Modeling, Equity Valuation
Education
Rockefeller University 1988 — 1992
Post doctoral fellow
University of Tennessee-Health Science Center College of Medicine 1983 — 1988
Master's Degree (MS) and Doctor of Philosophy (PhD), Molecular Biology
Baylor University 1978 — 1981
Bachelor of Science (BS), Biology, General
Barclays Investment Bank June 2014 - Present
Barclays Investment Bank June 2010 - June 2014
Morgan Stanley December 2003 - June 2010
American Stock Exchange May 2001 - November 2003
CSFBdirect June 2000 - April 2001
Skills
Series 7
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (M.B.A.), Finance, General
The College of New Jersey 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Barclays Investment Bank May 2013 - Present
Barclays Investment Bank November 2009 - May 2013
Education
Binghamton University 2005 — 2009
Bachelor of Science (B.S.), Finance, General and Management Information Systems (MIS)