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
Barclays Investment Bank July 2015 - Present
Wells Fargo May 2013 - August 2013
Harbor View Advisors May 2012 - August 2012
Education
Emory University 2011 — 2015
Bachelor's Degree, Finance and Accounting
Kaplan Test Prep December 2012 - December 2014
Barclays Investment Bank June 2014 - August 2014
Barclays Investment Bank November 2013 - November 2013
National Geographic Society January 2013 - May 2013
Office of Congresswoman Mazie K. Hirono June 2011 - April 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Social Media, Research, Public Speaking, Facebook, Bloomberg Terminal, Financial Analysis, SPSS, Press Releases, Time Management, Leadership
Education
Georgetown University 2011 — 2015
BSBA, Double Major: Finance, Marketing; Minor: English
NERA Economic Consulting November 2014 - Present
Barclays Investment Bank July 2012 - Present
Barclays Investment Bank June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Series 7, 63, 55, Equities, Bloomberg, Electronic Trading, Fixed Income, Derivatives, Investment Banking, Equity Derivatives, Capital Markets, Hedge Funds, Trading, Series 63, FX Options, Financial Modeling, Valuation, Options, Financial Markets, Series 7, Trading Systems, Equity Trading, Wealth Management, Alternative Investments
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics
Saint Paul Academy and Summit School 2004 — 2008
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
FINRA May 2012 - August 2012
The Tutoring Center, University of Pennsylvania January 2011 - May 2012
Wolverine Trading June 2011 - August 2011
Wolverine Asset Management June 2010 - August 2010
Teach for America June 2009 - August 2009
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science in Engineering (BSE), Computer Science
Francis W. Parker School 2006 — 2010
Barclays Investment Bank March 2010 - Present
Barclays Investment Bank November 2006 - March 2010
Deutsche Bank 2000 - 2006
Morgan Stanley Wealth Management 1999 - 2000
Skills
Syndicate, Capital Markets, Credit Trading, Fixed Income, Derivatives, Credit Derivatives, Finance, Investment Banking, Equities, Structured Products, Bloomberg, Bonds, Hedge Funds, Securities, Series 7, Risk Management, Trading
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
Master of Business Administration (MBA), Dual Degree in Finance & Accounting
Stony Brook University 1995 — 1999
Bachelor of Arts (BA), Economics; Minor in Business Management
Fordham Preparatory School 1991 — 1995
F&M College, Brooks College House August 2012 - May 2015
Barclays Investment Bank May 2014 - August 2014
F&M College, Department of Mathematics April 2013 - May 2014
F&M College, Department of Mathematics September 2013 - December 2013
F&M College, Modern Languages Department September 2011 - September 2013
Continental Automotive (Sales) June 2013 - August 2013
F&M College, Business Office December 2012 - January 2013
Skills
Research, Public Speaking, Teamwork, Time Management, Microsoft Office, Economics, Teaching, Event Planning, Statistics, Financial Markets
Education
Franklin & Marshall College 2011 — 2015
Bachelor's degree, Economics, German, Applied Math, 3.97/4.00
Fullbridge Finance Intensive Program 2014 — 2014
Finance
UCL 2014 — 2014
Exchange Student, Economics
Tuzla Summer Institute 2010 — 2012
Willamette University 2009 — 2009
US State Department's Youth Leadership Program
Barclays Investment Bank September 2008 - May 2013
Lehman Brothers August 2007 - September 2008
Orrick, Herrington & Sutcliffe LLP October 2001 - August 2005
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Harvard Law School 1997 — 2001
JD
Georgetown University 1993 — 1997
BSFS, International Economics
Barclays Investment Bank May 2014 - August 2014
KPMG July 2011 - June 2013
KPMG September 2006 - July 2011
KPMG - Financial Services June 2005 - August 2005
KPMG - Structured Finance Group May 2004 - August 2004
JP Morgan June 2003 - September 2003
Skills
Financial Accounting, US GAAP, Financial Analysis, CPA
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
ESADE Business & Law School
Master of Business Administration (MBA)
Howard University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Barclays Investment Bank October 2012 - Present
Fordham University - Graduate School of Business December 2013 - April 2015
Morgan Stanley May 2010 - October 2012
UBS Wealth Management September 2008 - May 2010
Automatic Data Processing Inc. September 2006 - September 2008
New York Blood Center June 2001 - August 2006
Skills
Business Process..., SQL, Data Analysis, Project Management, Business Objects, Executive Reporting, Business Intelligence..., Performance Management, Quantative Analysis, Strategic Sourcing, Process Improvement, Program Management, Procurement, Data Warehousing, Vendor Management, Operations Management, Outsourcing, Business Process..., Integration, Business Strategy, Supply Chain Management, Business Analysis, Risk Management, Management, Business Intelligence
Education
Fordham Gabelli School of Business 2005 — 2008
M.B.A, Management Systems & I.T. Systems, 3.8
University of Tennessee-Knoxville 1997 — 2001
B.A., International Business & Languages
Box March 2015 - Present
Box May 2014 - February 2015
Barclays Investment Bank May 2013 - May 2014
Barclays Investment Bank October 2012 - May 2013
Interaudi Bank June 2011 - August 2011
Interaudi Bank January 2009 - March 2009
Skills
Credit, Loans, Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Microsoft Word, Investment Banking
Education
Emory University - Goizueta Business School 2009 — 2012
BBA, Finance, Real Estate
Christian Brother Academy 2002 — 2006
Barclays December 2012 - Present
Barclays Investment Bank December 2010 - December 2012
Barclays Investment Bank September 2008 - December 2010
Lehman Brothers December 2007 - September 2008
Lehman Brothers June 2005 - December 2007
Lehman Brothers June 2003 - June 2005
Lehman Brothers June 2001 - June 2003
Bear, Stearns & Co. June 2000 - August 2000
Skills
Financial Modeling, Investment Banking, Fixed Income, Capital Markets, Loans, High Yield, Hedge Funds, Derivatives, Equities, Leveraged Finance, Valuation, Structured Finance, Portfolio Management, Trading, Investments
Education
Emory University - Goizueta Business School 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The London School of Economics and Political Science (LSE)
Barclays Investment Bank June 2014 - Present
Waller Capital Partners November 2010 - May 2014
Citi June 2008 - October 2010
Bear Stearns June 2007 - August 2007
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Due Diligence, Leveraged Finance, Corporate Credit, Distressed Debt, Restructuring, Technology, Media, Telecommunications, Corporate Development, Strategy, Client Development, M&A Negotiations, Loans, Fixed Income, Risk Management, Credit Derivatives, Private Equity, Venture Capital, Hedge Funds, International Relations
Education
Georgetown University 2004 — 2008
Bachelor of Science (BS), International Economics
Barclays Investment Bank July 2015 - Present
Barclays June 2012 - Present
Barclays Capital May 2011 - August 2011
Skills
Investment Banking, Leveraged Finance, Valuation, Financial Analysis, Economics, Bloomberg, Bloomberg Terminal, Corporate Finance, Series 63, LBO, Capital Structure, Data Analysis, Microsoft Excel, Legal Documents, PowerPoint, Outlook, Microsoft Word, Communication Skills, Series 79
Education
Reid College 2010 — 2010
Study Abroad, French Studies
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Distinction, Dean's List
Emory University 2008 — 2012
Bachelor's Degree, French Studies
Northern Highlands Regional High School 2005 — 2008
Barclays Investment Bank June 2015 - Present
Accenture September 2013 - July 2014
Accenture September 2011 - August 2013
Accenture September 2008 - August 2011
Skills
Strategic Planning, Business Process..., Management Consulting, Supply Chain Management, Organizational Design, Six Sigma, Acquisition Integration, Data Analysis, Management, Consulting
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Georgia Institute of Technology 2004 — 2008
BS, Industrial and Systems Engineering
Barclays Investment Bank Summer Analyst Global MarketsBarclaysJune 2012 - August 2012
The PFM Group 2011 - 2011
Stoneridge Investment Partners 2009 - 2009
Skills
Microsoft Excel, Microsoft Office
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics
The Haverford School 2005 — 2009
Barclays Investment Bank 2015 - 2015
Cotton Council International July 2012 - May 2014
WorldTeach June 2011 - June 2012
Lushan International School August 2010 - June 2011
WorldTeach August 2009 - July 2010
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)
The University of the South
B.A, International and Global Studies
Barclays Investment Bank April 2014 - Present
JPMorgan Chase November 2013 - February 2014
Kroll October 2011 - November 2013
International Trade Administration September 2010 - December 2010
Skills
Due Diligence, Anti Money Laundering, Research, International Relations, Emerging Markets, Investigation, Economics, Analysis, Fraud Detection, Certified Fraud Examiner, Financial Regulation, Compliance, French
Education
Georgetown University 2008 — 2012
Bachelor of Science in Foreign Service, International Political Economy
University of Ghana 2011 — 2011
Study Abroad - International Development
Al Akhawayn University 2009 — 2009
Summer Study Abroad, International Development
Barclays Investment Bank June 2015 - Present
Citi November 2011 - June 2014
Citi June 2009 - November 2011
Deloitte November 2008 - June 2009
Banco Santander May 2008 - November 2008
Skills
Corporate Finance, Banking, Financial Analysis, Credit Analysis, Business Strategy, Commercial Banking, Credit Risk, Relationship Management, Cash Management, Trade Finance, FX Derivatives, Market Research, Teamwork, Cross-functional..., Operational Risk, University Teaching, Financial Modeling, Financial Markets
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Universidad de Montevideo 2006 — 2010
CPA, Finance, General
SUNMOON Capital Management September 2013 - Present
BNP Paribas Corporate & Investment Banking August 2011 - August 2013
BNP Paribas Corporate & Investment Banking April 2006 - July 2011
BNP Paribas Corporate & Investment Banking February 2001 - March 2006
Barclays Investment Bank August 1998 - January 2001
Skills
Investments, Equity Derivatives, Risk Management, Trading, Equities, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Options, Structured Products, Portfolio Management, Bloomberg, Capital Markets, Financial Markets, Trading Systems, Alternative Investments, Electronic Trading, FX Options, Asset Management, Swaps, Emerging Markets, Financial Modeling, Commodity, Bonds
Education
ESCP Europe
Master of Science (MS), Finance, General
KYC/AML Remediation Projects 2011 - Present
Barclays Investment Bank 2004 - 2010
Barclays Corporate Banking 2000 - 2004
Barclays Corporate Banking 1990 - 2000
Skills
Loans, Retail Banking, Finance, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Customer Service, Credit Risk
Education
West London College
Fairleigh Dickinson University
Graduate-level management courses
Barclays Investment Bank July 2015 - Present
Lazard July 2011 - June 2015
Bank of America January 2009 - June 2011
Merrill Lynch April 2008 - December 2008
Jefferies & Company, Inc January 2004 - July 2006
PwC August 1999 - December 2003
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Mergers, Financial Analysis, Equity Research, Investments, Due Diligence, Equities, Mergers & Acquisitions, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Energy Finance
Georgetown University 1995 — 1999
Bachelors of Science, Finance, International Business
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Accounting and Finance, Upper 2nds
Goldman Sachs August 2015 - Present
Goldman Sachs December 2014 - July 2015
Barclays Investment Bank December 2013 - December 2014
Moody's Investors Service July 2011 - December 2013
Novus Partners January 2011 - May 2011
Nomura Securities June 2010 - August 2010
Ella Capital September 2009 - December 2009
Wells Fargo Insurance Services June 2009 - August 2009
Wachovia Securities, LLC May 2008 - August 2008
Skills
Leveraged Finance, Forecasting, Debt, Credit, Credit Risk, Credit Analysis, Ratings, Capital Structure, Corporate Finance, High Yield, Lines Of Credit, Financial Modeling, Bloomberg, Due Diligence, Fixed Income, Bonds, Financial Statement..., Financial Analysis, Financial Markets, Industry Research, Loans, Macroeconomics, Market Risk, Scenario Analysis, Risk Management, Capital Markets
Education
Fordham University 2007 — 2011
B.S., Finance, Economics
Emory University Goizueta Business School July 2014 - Present
Barclays Investment Bank June 2015 - August 2015
Navigant Capital Advisors February 2012 - July 2014
Freddie Mac June 2011 - March 2012
Freddie Mac November 2010 - June 2011
Freddie Mac June 2010 - November 2010
Freddie Mac May 2009 - August 2009
Pepco Holdings, Inc. May 2008 - September 2008
Georgetown University Press June 2007 - August 2007
National Academy of Sciences June 2006 - August 2006
Skills
Risk Management, Change Management, Valuation, Due Diligence, Process Improvement, Six Sigma, Governance, Strategy, Visio, Bloomberg, Financial Reporting, Business Modeling, Operational Risk, Risk Assessment, Financial Analysis, Business Process..., Data Analysis, Business Process..., Business Process Mapping, Minitab, PowerPoint, Word, Excel, Access, Microsoft Office, Spanish, Problem Solving, @Risk, STORM, Financial Modeling, Microsoft Excel
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
Barclays Investment Bank January 2014 - Present
Microsoft Corporation January 2008 - Present
Skills
SSRS, Microsoft SQL Server, SSIS, T-SQL, .NET, Business Intelligence, Data Warehousing, SSAS, ASP.NET, ETL, SharePoint, Databases, Web Services, Business Analysis, Software Development, Data Modeling, Database Design, Oracle, SDLC, Agile Methodologies, WCF, SQL, Software Project..., Analysis Services, ERP, Performance Tuning, C#, Solution Architecture, SOA, Enterprise Architecture
Education
Franklin University 2007 — 2008
MBA, Information Technology
Punjab Technical University
B.tech
Barclays Investment Bank June 2014 - Present
Duke in Ghana Study Abroad May 2012 - July 2012
Discover Life in America May 2011 - August 2011
Skills
Matlab, LaTeX, Drupal, Research, Data Analysis, Market Research, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Financial Modeling
Education
Duke University 2010 — 2014
B.S.E., Double Major in Biomedical Engineering, Economics
John Hersey High School 2006 — 2010
High School
Credit Suisse March 2012 - Present
KGS-Alpha Capital Markets LP 2011 - 2012
Aladdin Capital Management 2010 - 2011
Barclays Investment Bank 2006 - 2010
GE Capital 2005 - 2006
Citigroup / Salomon Smith Barney 2001 - 2005
Deloitte 1998 - 2000
Skills
Asset-backed..., Capital Markets, Treasury Management, Corporate Finance, Due Diligence, Credit Risk, Commercial Leasing, Cross Functional Team..., Portfolio Management, Structured Finance, Structured Settlements, Interest Rate Hedging, Alternative Investments
Education
Emory University - Goizueta Business School 2000 — 2002
Master of Business Administration (M.B.A.), Corporate Finance
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor's Degree, Finance
Jurispect November 2014 - July 2015
TD February 2012 - October 2014
Barclays Investment Bank January 2010 - September 2011
Barclays Investment Bank January 2008 - December 2009
Barclays Investment Bank May 2006 - December 2007
Shearman & Sterling LLP September 2001 - May 2006
Skills
Strategy, Risk Management, Corporate Governance, COO activity, Due Diligence, Global Management, Capital Markets, Mergers & Acquisitions, Private Equity, Investment Banking, Corporate Finance, Equities, Securities, Securities Regulation, Emerging Markets, Venture Capital, Finance, Mergers, Compliance, Legal, Financial Services, Management, Regulatory Compliance
Education
Georgetown University Law Center 1999 — 2001
Doctor of Law (J.D.), International Law and Legal Studies, Cum Laude
Georgetown University 1992 — 1996
Bachelor of Science in the Foreign Service
SunGard June 2015 - Present
Barclays Investment Bank 2008 - 2015
Lehman Brothers 2007 - 2008
Bank of Tokyo-Mitsubishi UFJ 2005 - 2007
Barclays Investment Bank 2000 - 2004
Hofstra University 2000 - 2001
Education
Fordham University Graduate School of Arts and Sciences 1996 — 1999
Master's Degree, Computer Science
Pace University - Lubin School of Business 1992 — 1995
Master of Business Administration (M.B.A.), Computer Information Systems
Manhattan College 1987 — 1991
Bachelor's Degree, Information Systems
Moelis & Company March 2015 - Present
Georgetown University Student Investment Fund January 2014 - December 2014
Georgetown University, Department of Economics January 2014 - December 2014
Barclays Investment Bank June 2014 - August 2014
Georgetown University August 2013 - May 2014
Georgetown University Student Investment Fund September 2013 - December 2013
Barclays Investment Bank June 2013 - August 2013
US Army November 2010 - June 2012
Hyundai Motor Company May 2010 - June 2010
Skills
PowerPoint, Military Experience, Microsoft Office, Public Speaking, Microsoft Excel, Interpretation, Market Analysis, Analysis, Leadership, Government, Jokes, Comedy, Access, Data Analysis, Clairvoyant, Research, Korean, Social Media, Financial Modeling, Investment Banking, Financial Analysis, Management, Valuation, Economics
Education
Georgetown University 2009 — 2014
Bachelor's Degree, International Economics (Finance & Commerce)
고려대학교 / Korea University 2010 — 2010
International Summer Campus
Phillips Exeter Academy 2005 — 2009
Barclays Investment Bank June 2015 - Present
Students of Georgetown, Inc. September 2012 - Present
George H. McCrimlisk & Company May 2014 - June 2014
ModernHEALTH June 2013 - August 2013
Arcadia Recreation Department June 2007 - June 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Photoshop
Education
Georgetown University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance, Sophomore
Universitat Pompeu Fabra 2014 — 2014
Escola Superior de Comerç Internacional
University of Oxford 2014 — 2014
International Finance
Arcadia High School
Salutatorian
Tronox July 2014 - Present
Barclays Investment Bank June 2010 - June 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2002 - June 2010
Education
The George Washington University Law School 1999 — 2002
Doctor of Law (JD)
Emory University 1994 — 1998
Bachelor of Arts (BA)
Newark Academy 1990 — 1994
Rocaton Investment Advisors January 2015 - Present
Rocaton Investment Advisors July 2013 - Present
Barclays Investment Bank 2008 - 2011
Lehman Brothers 2002 - 2008
Skills
Interest Rate..., Municipal Bonds, Swaps, Options, Bloomberg, Bonds
Education
Duke University 1998 — 2002
Bachelor of Science (BS)
CFA Institute
Chartered Financial Analyst
Barclays Investment Bank August 2014 - Present
Nomura June 2013 - August 2013
Ewing Bemiss & Co. June 2012 - August 2012
FactSet Research Systems February 2010 - June 2012
Zimmer September 2009 - February 2010
Skills
Financial Modeling, Valuation, Portfolio Management, Due Diligence, Investments, Equities, Investment Banking, Finance, Hedge Funds, Management, Private Equity, Risk Management, Investment Management, Bloomberg, Asset Management
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2005 — 2009
B.A., Government
Barclays Investment Bank October 2014 - Present
Barclays Investment Bank January 2013 - October 2014
The Vitamin Shoppe September 2012 - December 2012
PDI, Inc. June 2012 - September 2012
Quidsi Inc. October 2011 - April 2012
St. Vincent Behavioral Health Center- Westport, CT August 2009 - August 2011
Survey Sampling International February 2011 - May 2011
State of Connecticut Judicial Branch- Wethersfield, CT January 2009 - May 2009
Media Tree August 2008 - December 2008
Skills
Applicant Tracking..., Workforce Planning, Training, Sourcing, Staffing Services, Leadership Development, New Hire Orientations, Recruiting, Screening, Employer Branding, Sales, Organizational..., Employee Training, Interviews, Human Resources, Organizational..., Cold Calling, Internet Recruiting, Microsoft Office
Education
Fairfield University 2009 — 2011
MA, Industrial/Organizational psychology
Hampton University 2004 — 2008
BA, Psychology
Barclays Investment Bank February 2015 - Present
Barclays Capital January 2012 - January 2015
Barclays Capital June 2011 - August 2011
Deutsche Bank January 2010 - April 2010
Skills
C++, C, Matlab, VBA, Bloomberg, SQL, Word, Excel, PowerPoint, Quantitative Finance, Fixed Income, Stochastic Calculus, Equities, Quantitative Analytics, Data Analysis, Financial Engineering, FX Options, Microsoft Excel, Statistics, Monte Carlo Simulation, Trading, R, Time Series Analysis, Options, Microsoft Word, Commodity, Financial Modeling, SAS
Education
New York University 2010 — 2012
Master
Fudan University 2006 — 2010
Bachelor of Science
University of California, Los Angeles 2009 — 2009
Non-degree
Barclays Investment Bank July 2013 - Present
Mesirow Financial Consulting August 2007 - July 2011
Education
Yale University - Yale School of Management 2011 — 2013
Master of Business Administration (MBA)
Emory University 2003 — 2007
BA, Economics & Japanese
Barclays Investment Bank March 2013 - Present
Barclays Capital October 2008 - March 2013
Standard Chartered Bank September 2001 - October 2007
Skills
Strategy, Financial Services, Management Consulting, Investments
Education
Fudan University
Bachelor, Economics
Barclays Investment Bank July 2014 - Present
PREM/research foundation - CUNY December 2012 - December 2013
One William Street Capital January 2014 - July 2014
Bloomberg December 2010 - January 2014
Mesoscopic Modeling and Simulation January 2003 - December 2010
City College of New York January 2009 - August 2009
BASF-YPC Company Ltd June 2007 - September 2007
Skills
interest rate model, Monte Carlo Simulation, Interest Rate..., Matlab, Numerical Analysis, R, Mathematica, Quantitative Analytics, Fortran, Quantitative Finance, C++, VBA, Simulations, Algorithms, SAS, Statistics, High Performance..., Data Analysis, Derivatives, Financial Modeling, Rates
Education
Grove School of Engineering 2003 — 2010
M. Phil, Mechanical Engineering
The Graduate Center, City University of New York 2003 — 2010
Ph.D, Mechanical Engineering
Fudan University 1999 — 2003
BS, applied mechanics
Nanyang model high school 1996 — 1999
junior school
A.T. Kearney September 2014 - Present
Management Leadership for Tomorrow August 2012 - December 2013
Barclays Investment Bank May 2013 - August 2013
GE August 2012 - December 2012
JPMorgan Chase June 2012 - August 2012
Brightstar June 2008 - August 2008
Skills
Microsoft Excel, Spanish, Microsoft Office, PowerPoint, Microsoft Word, Leadership, VBA, Statistics, Strategy, Analytics, Pivot Tables, Self-starter, Entrepreneurship, Public Speaking, Teamwork, Financial Analysis, Matlab, Industrial Engineering, Service, Time Management, Process Improvement, Stewardship
Education
University of Florida 2010 — 2013
Industrial & System Engineering, Minor: Sales Engineering, Business Administration & Entrepreneurship
Florida State University 2008 — 2010
Industrial & Manufacturing Engineering, Minors: Physics & Math
Barclays July 2015 - Present
Barclays Investment Bank May 2014 - August 2014
Chatham Asset Management May 2013 - August 2013
Minnesota Vikings Football, LLC January 2013 - January 2013
Lerner, David et al June 2009 - August 2012
Morgan Stanley Smith Barney May 2012 - June 2012
Goldman Sachs May 2011 - June 2011
Skills
Leadership, Teamwork, Communicative Skills, Highly detail oriented, Economics, Research, Financial Analysis, Corporate Finance, Investments
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor’s Degree, Finance, General
Emory University 2011 — 2015
Bachelor of Arts (BA), Economics
Barclays Investment Bank September 2015 - Present
S&P Capital IQ July 2014 - August 2015
UBS June 2013 - August 2013
Triton Research May 2012 - August 2012
Witter Asset Management May 2011 - July 2011
Skills
Microsoft Excel, Social Media, Research, PowerPoint, Social Media Marketing, Microsoft Office, Social Networking, Facebook, Teamwork, Entrepreneurship, Spanish, Data Analysis, Microsoft Word, Public Speaking, Market Research, Marketing, Leadership, Sales
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Folger Hill Asset Management LLC April 2015 - Present
Barclays Investment Bank November 2013 - April 2015
Royal Bank of Scotland July 2012 - November 2013
FMB Mulching May 2010 - July 2012
Royal Bank of Scotland June 2011 - August 2011
Huntington Bank June 2010 - August 2010
Merrill Lynch Wealth Management January 2010 - May 2010
Georgetown University August 2009 - January 2010
Skills
Investments, Technology, Mobile Payments, Chartered Financial..., NFC, EMV, Accounting, Finance, Investment Banking, Financial Modeling, Valuation, Credit Analysis, Debt Restructuring, Bloomberg, Behavioral Finance, Psychology, Corporate Finance, Research, Financial Analysis, Nonprofits, Financial Advisory, Banking, Fixed Income, Equities, Capital Markets, Bloomberg Terminal, Due Diligence, Equity Research, Strategy, Financial Markets, Business Valuation, Project Finance, Microsoft Excel, Competitive Analysis, Financial Statement..., Semiconductors, Semiconductor Industry, Series 79, Series 63, Smartphones, Bluetooth Marketing
Education
Georgetown University 2008 — 2012
Bachelor of Science, Business Administration
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science
Saint Ignatius High School 2004 — 2008
Bachelor's degree
Ogilvy & Mather November 2014 - Present
Barclays Investment Bank July 2014 - October 2014
PlaceIQ May 2014 - July 2014
Johnson & Johnson January 2014 - April 2014
Entourage Yearbook October 2013 - December 2013
Medical Diagnostics Laboratories, LLC October 2012 - October 2013
Barnes and Noble Bookstore January 2011 - January 2012
A Plus Salon and Spa January 2009 - January 2011
Skills
PCR, Cell Culture, Customer Service, Office Administration, Management, Human Resources, Research, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, CRM, Teamwork, Sales, HRIS, People Skills
Education
Rutgers University-New Brunswick 2009 — 2013
BA, Sociology and Public Health
Ferris State University
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank July 2012 - February 2015
Morgan Stanley September 2007 - August 2010
Metro Bicycles September 2006 - August 2007
Shaker Investments, LLC June 2004 - September 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Financial Modeling, Research, Customer Service, Valuation, Social Media, Bloomberg, SQL, Teamwork, Equity Research, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Corporate Finance, & Strategy
Georgetown University 2001 — 2004
Bachelor of Science in Foreign Service (BSFS), International Politics & Law
The Abraaj Group September 2014 - Present
Brightwood Capital August 2013 - September 2013
Barclays Investment Bank June 2012 - August 2012
Semester Abroad in Turkey August 2011 - December 2011
Learning Enterprises June 2011 - August 2011
United States Senate January 2011 - April 2011
Johnson & Mock Attorneys at Law June 2010 - August 2010
Skills
Analysis, International Relations, Public Speaking, Research, Investments, Policy Analysis, Politics, French, Strategy, Microsoft Excel, PowerPoint, Editing, Networking, Writing, People Skills, Interpersonal Skill, Time Management, Connecting People, Creative Problem Solving, Finance, Middle East
Education
London School of Economics and Political Science 2013 — 2014
Master of Science (MSc)
Georgetown University 2009 — 2013
Barclays Investment Bank September 2014 - Present
JP Morgan Chase July 2010 - August 2014
Goldman, Sachs & Co February 2009 - May 2010
Smart Women Securities January 2009 - May 2010
Skills
Credit Analysis, Underwriting, Bloomberg Terminal, Financial Markets, Emerging Markets, Economics, Asset Allocation, Cash Management, Leadership, Leveraged Finance
Education
Fordham University 2006 — 2010
Bachelor of Science, Finance
Barclays Investment Bank February 2014 - September 2015
Barclays February 2012 - January 2014
Barclays Capital August 2008 - January 2012
Lehman Brothers August 1997 - September 2008
Skills
Fixed Income, Hedge Funds, Bloomberg, Financial Risk, Management, Capital Markets, Derivatives, Equities, Networking, Prime Brokerage, Investment Banking, Valuation, Global Leadership, Client Services, People Management, Training, Risk Management, Process Improvement
Education
Fairfield University 1993 — 1997
BAS, Business Management
Fontbonne hall academy
M&T Bank August 2012 - Present
McDonough School of Business, Georgetown University August 2010 - May 2012
Barclays Investment Bank 2011 - August 2011
Brean Capital, LLC June 2008 - May 2010
The Intel Corporation July 2007 - June 2008
The Kellogg Specialist Group June 2006 - June 2007
The Executive Centre May 2005 - August 2005
Merrill Lynch September 2004 - May 2005
Quivira Enterprises 2003 - 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Corporate Finance, Investment Banking, DCF, Emerging Markets, Private Equity, Due Diligence, Portfolio Management, Economics, Certifications, Equity Research
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Masters, Finance
Georgetown University 2002 — 2006
Bachelor of Science, Finance & International Business
Barclays Investment Bank December 2014 - Present
Berkshire Capital Securities LLC June 2012 - November 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Economics, Leadership, Entrepreneurship, Data Analysis
Education
Duke University 2008 — 2012
Bachelor of Science (BS), Mathematics and Chinese, 3.80
Barclays Investment Bank June 2010 - Present
PwC January 2008 - May 2010
PwC June 2006 - August 2006
Goldman Sachs January 2005 - June 2005
Skills
Bloomberg, Investment Banking, Fixed Income, Financial Analysis, Accounting, Business Analysis, Analysis, Access, Microsoft Excel, Spanish, Analytics, Microsoft Office, PowerPoint, Research, Project Management, Business Process..., Strategy
Education
Fordham University - Graduate School of Business Administration 2011 — 2011
Pre-MBA
Northeastern University 2002 — 2007
Bachelor of Science (BS), Accounting & Finance
Fidelity Investments January 2013 - Present
Barclays Investment Bank May 2010 - January 2013
FINRA May 2007 - August 2007
US Securities and Exchange Commission January 2007 - April 2007
US Securities and Exchange Commission September 2006 - November 2006
Education
Georgetown University Law Center
LL.M, Securities and Financial Regulation
The Catholic University of America, Columbus School of Law
JD, Concentration in Securities
Emory University
Bachelor of Arts
BMO Capital Markets February 2014 - Present
Barclays Investment Bank August 2013 - February 2014
HedgeServ October 2012 - June 2013
Goldman Sachs September 2010 - October 2012
Goldman Sachs February 2008 - August 2010
Skills
Investor Relations, Fund Administration, Financial Analysis, Investments, Due Diligence, Market Research, Derivatives, Capital Markets, Financial Modeling, Valuation, Investment Banking, Equities, Fixed Income, Alternative Investments, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
MBA, Finance & Marketing
Salisbury University 2004 — 2007
Bachelor of Science (BS), Finance
Barclays Investment Bank July 2015 - Present
Barclays Investment Bank March 2013 - July 2015
Barclays Investment Bank March 2011 - February 2013
Barclays Investment Bank July 2008 - March 2011
Skills
KYC, Investment Banking, Derivatives, AML, Anti Money Laundering, Banking, Equity Derivatives, FX Options, Financial Markets, Financial Risk, Capital Markets, Equities, Financial Services
Education
Georgetown University 2004 — 2008
Bachelor of Science (BSc), Marketing & Management (Leadership and Change)
Fidelity Investments July 2015 - Present
Barclays Investment Bank June 2014 - August 2014
TUDOR INVESTMENT CORPORATION May 2013 - August 2013
delivery.com September 2012 - December 2012
MarkeTime Associates June 2012 - August 2012
Skills
Microsoft Office
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor’s Degree, Finance
Barclays Investment Bank February 2012 - Present
Barclays Capital August 2009 - February 2012
Skills
Agency MBS, CMBS, Non Agency RMBS, Fixed Income, Bloomberg, Derivatives, Hedge Funds, Equities, Financial Modeling, Investment Banking, Valuation, Structured Products, Credit, Capital Markets, Credit Derivatives
Education
Duke University 2005 — 2009
B.S., Economics
Royal Bank of Scotland November 2014 - Present
Morgan Stanley April 2014 - September 2014
Barclays Investment Bank September 2013 - March 2014
Morgan Stanley October 2011 - April 2012
Knight Capital Americas L.P November 2010 - April 2011
Camulos Capital L.P January 2008 - September 2008
Skills
Social Media, Public Speaking, Financial Modeling, Event Planning, Business Strategy, Project Management, Microsoft Excel, Microsoft Office, Editing, Social Networking, Marketing Strategy, Fundraising, Teaching, Sales, Digital Media, Event Management, Online Advertising, Community Outreach, Advertising, Higher Education, Account Management, Securitization, Banking, Customer Service, Research, Financial Analysis, Loans, Management, Microsoft Word, Finance, Leadership, Social Media Marketing, Analysis, Facebook, Financial Services, Investments, Portfolio Management, Risk Management, Public Relations, Marketing, Strategic Planning, Equities
Education
Fordham University 2003 — 2007
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Abraham Lincoln HS 1999 — 2003
Finance and Financial Management Services
Barclays Investment Bank August 2014 - Present
Georgetown University October 2010 - May 2014
Georgetown University's McDonough School of Business July 2013 - August 2013
U.S. Securities and Exchange Commission January 2013 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Customer Service, Financial Modeling, Data Analysis, Leadership, Event Planning
Education
Georgetown University 2010 — 2014
Bachelor's Degree, Finance
University of Cape Town 2012 — 2012
Economics
INTL FCStone Inc. June 2013 - June 2014
Barclays Investment Bank October 2012 - March 2013
HSBC Securities September 2010 - February 2012
Greenwich Capital Markets, Inc. November 1997 - December 2008
National Westminster Bank plc 1993 - 1997
Chemical Bank 1986 - 1993
Manufacturers Hanover Trust 1988 - 1992
Skills
US Rates Business..., OTC Rate Derivatives..., Dodd Frank Title VII..., Client Clearing -..., Fixed Income, Derivatives, Trading, Structured Products, Capital Markets, Rates, Interest Rate..., Financial Services, FX Options, Securities, Risk Management, Banking, Credit, Finance, Financial Risk, Valuation, Hedge Funds
Education
Fordham University 1980 — 1984
Ba
Barclays Investment Bank 2014 - Present
BMO Financial Group 2012 - 2014
Bank of Montreal 2010 - 2012
Bank of Montreal 2010 - 2010
eHealth Ontario 2010 - 2010
Government of Ontario 2008 - 2010
Government of Ontario 2006 - 2008
Manulife Financial 2005 - 2006
CAMH 1998 - 2005
Skills
Customer Service, Human Resources, Time Management, Office Administration, Microsoft Office, Research, Training, Software Documentation, Administrative..., Administration, PowerPoint, Employee Relations, System Administration, Event Management, Microsoft Word, Microsoft Excel, Administrative...
Education
George Brown College
Graphic Design Arts
Citi August 2014 - Present
Morgan Stanley July 2009 - May 2014
Barclays Investment Bank September 2008 - June 2009
Lehman Brothers June 2007 - September 2008
Skills
Investment Banking, Fixed Income, Equities, Research
Education
Fashion Institute of Technology 2005 — 2007
Bachelor's degree, International Trade and Marketing for the Fashion Industries
Fashion Institute of Technology 2001 — 2004
Associate's degree, Advertising and Marketing Communications
Barclays Investment Bank July 2014 - May 2015
Centerbridge Partners April 2013 - July 2014
Providence Equity Partners August 2012 - April 2013
Welcome to COMPANY July 2011 - June 2012
Metropolitan Museum of Art January 2011 - June 2011
artnet.com September 2010 - December 2010
Anita Saewitz October 2010 - October 2010
Christie's June 2010 - August 2010
Christie's June 2010 - August 2010
Hanson Place Salon May 2010 - May 2010
Skills
Social Media Marketing, Art, Fine Art, Press Releases, Galleries, Proposal Writing, Illustration, Art History, Fashion, Museums, Research, Microsoft Excel, PowerPoint, Contemporary Art, Social Networking, Cataloging, Curating, Social Media, Editing, Event Planning
Education
Fashion Institute of Technology 2009 — 2011
Master of Arts, Art Market: Principles and Practices
University of Oregon 2001 — 2005
Bachelor of Arts, French, Art History, Business
Georgetown University Alumni & Student Federal Credit Union March 2015 - Present
Barclays Investment Bank June 2015 - August 2015
Georgetown University Alumni & Student Federal Credit Union March 2014 - March 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Windows, Time Management, Athletics, Leadership, Financial Analysis
Education
Georgetown University 2012 — 2016
Bachelor's Degree, Business Administration, Finance and Management
St. John's Jesuit High School 2008 — 2012
Valedictorian of Graduating Class
J.P. Morgan Asset Management December 2013 - Present
Barclays Investment Bank January 2007 - December 2013
Bank of America September 2003 - December 2006
J.P. Morgan May 1990 - August 2003
Skills
CPA
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting and Business/Management
Barclays Investment Bank June 2013 - Present
BlackRock February 2010 - June 2013
JPMorgan Chase September 2008 - February 2010
MORGAN CHASE & CO. - Investment Banking Division October 2004 - August 2008
Pennsylvania Dept. of the Auditor General February 2000 - October 2004
Messiah College October 1995 - February 2000
Skills
Trading, Financial Analysis, Program Management, Valuation, Management, Banking, Equities, Leadership, Customer Service, Finance, Fixed Income, Derivatives, Microsoft Excel, Risk Management, Due Diligence, Mutual Funds, Investments, Public Speaking, Financial Risk
Education
Saint Joseph's University 2007 — 2011
MS, Finanical Services
Eastern University 2002 — 2004
MBA, Bus. Admin
Lincoln UniversityLincoln 1991 — 1995
Bachelors of Science Degree, Accounting and Business Administration
Kayne Anderson Capital Advisors, L.P. June 2015 - Present
UBS Investment Bank August 2012 - June 2015
Barclays Investment Bank July 2009 - July 2012
Lehman Brothers May 2008 - June 2008
Morgan Stanley January 2005 - June 2007
Skills
Capital Markets, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Due Diligence, Financial Structuring, Investment Banking, Valuation, Private Equity, Negotiation, MLP, Oil & Gas Industry, Midstream, Business Development, Operational Due..., Financial Statement..., Financial Engineering, Pipelines, Shale, Hedge Funds, Asset Management, Closed-end Funds, Alternative Investments, Investments, Trading, Energy Markets, Buy-side, Equities
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting / Finance
University of California, Davis
Bachelor's degree, Economics / Psychology
Rio Americano HS
Barclays Investment Bank March 2014 - Present
Guy Carpenter June 2013 - February 2014
San Diego Gas & Electric February 2012 - May 2013
Eastern Illinois University April 2011 - July 2012
NForcite Solutions July 2008 - May 2010
Skills
Java, Microsoft Office, MySQL, JavaScript, JSF, Spring, Struts, Atlassian JIRA, MKS Integrity, Oracle SQL Developer, Oracle, Tomcat, Weblogic, Eclipse, RAD, NetBeans, J2EE Application..., HTML, Microsoft SQL Server, Programming, SQL
Education
Eastern Illinois University 2010 — 2012
Computer Technology, Computer Science
Burger King Corporation July 2014 - Present
Burger King Corporation April 2014 - July 2014
West 4th Capital Ltda / W4 Incorporadora Ltda May 2012 - April 2014
Barclays Investment Bank July 2011 - May 2012
Barclays Investment Bank June 2010 - July 2011
NYU Stern School of Business 2008 - 2010
Barclays Investment Bank June 2009 - August 2009
UNITED STATES AIR FORCE March 2008 - July 2008
UNITED STATES AIR FORCE June 2005 - March 2008
Skills
Brazilian Portuguese, Spanish, Portuguese, Financial Modeling, Latin America, Emerging Markets, Retail, Corporate Finance, Mergers & Acquisitions, Valuation, Strategy, Investments, Equities, Capital Markets, Venture Capital, Entrepreneurship, Due Diligence, Finance, Financial Analysis, Due diligence
Education
Fundação Getúlio Vargas 2013 — 2013
Post Graduate Coursework, Investimentos Imobiliários (Real Estate Investments)
Leonard N. Stern School of Business 2008 — 2010
Master, Business Administration, Top 10% (3.7 of 4.0)
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
IE Business School (Instituto de Empresa) 2009 — 2009
IMBA, International Business
Air Force ROTC 2001 — 2005
Bachelor of Science, Finance
Villanova University 2001 — 2005
BS, Finance, Top 10% (3.7 of 4.0)
Villanova University 2001 — 2005
Specializations, Finance and International Finance
Universidade de São Paulo 2003 — 2004
Exchange Program (Intercambio), Faculdade de Economia
Barclays Investment Bank
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Public Speaking, Social Media, Time Management, Teamwork, Research, Social Networking, Facebook, Management, Organization Skills, Organizational Behavior, Organizational...
Education
Fairfield University 2012 — 2016
Fairfield University 2012 — 2016
Marketing
Barclays Investment Bank June 2014 - Present
Barclays Investment Bank June 2013 - August 2013
TEDxEmory September 2011 - May 2013
TEDxEmory February 2011 - May 2011
Oxford College of Emory University August 2009 - May 2011
Skills
Sponsorship Procurement, Budget Management, Strategic Planning, Financial Markets, Statistics, French, Word, Excel, PowerPoint, Adobe Creative Suite, Social Media
Education
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Political Science, Junior
Barclays Investment Bank July 2013 - Present
W. P. Carey Inc. 2008 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Trinity College-Hartford
Bachelor of Arts (BA), Economics
Barclays Investment Bank July 2015 - Present
Fuqua School of Business July 2013 - May 2015
PwC June 2011 - July 2013
PwC January 2009 - May 2011
Oakland Athletics May 2007 - September 2008
Skills
Financial Accounting, Financial Reporting, GAAP, Internal Controls, Assurance, External Audit, Forecasting, Consolidation, Financial Analysis, Revenue Recognition, Sarbanes-Oxley Act, Analytics, SEC filings, Financial Modeling, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
George Fox University 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Nfinity LLC February 2014 - Present
RightHire, Inc. February 2014 - March 2015
Barclays Investment Bank September 2013 - February 2014
Raymond James Bank January 2011 - August 2013
Sapient December 2009 - January 2011
Regions Bank November 2008 - May 2009
Regions Bank September 2007 - November 2008
Regions Bank July 2007 - August 2007
Paragon Capital Partners, LLC May 2005 - August 2005
Skills
Banking, Loans, Financial Risk, Pricing, Teamwork, Financial Analysis, Finance, Portfolio Management, Forecasting, Financial Modeling, Budgets, Commercial Banking, Management, Analysis, Strategy, Training, Leadership, Financial Reporting, Accounting, Credit, Capital Markets, Equities, Start-ups, Sales Management
Education
Florida State University - College of Business 2003 — 2007
BS, Finance, International Business Operations
Roxbury High School 1999 — 2003
UBS Investment Bank July 2013 - Present
Barclays Investment Bank December 2012 - April 2013
Goldman Sachs July 2012 - December 2012
Morgan Stanley May 2011 - July 2012
Goldman Sachs November 2010 - April 2011
Merrill Lynch February 2007 - July 2009
Skills
Fixed Income, Microsoft Excel, Investments, Trading, Financial Risk, Team Leadership, Mutual Funds, Databases, Management, Auditing, Insurance, Pivot Tables
Education
State University of New York College at Oneonta 2002 — 2005
B.S., Economics & Business
Fairleigh Dickinson University 2001 — 2002
Barclays Investment Bank November 2013 - Present
SymphonyIRI Group December 2012 - November 2013
Barclays Capital / Lehman Brothers August 2006 - September 2012
Ernst & Young October 1999 - May 2004
Skills
Financial Modeling, Investment Banking, Accounting, Cross-border..., Mergers, Capital Markets, Valuation, Corporate Finance, Leveraged Finance, Equities, Divestitures, Carve-outs, Due Diligence, Corporate Development, Financial Analysis, Venture Capital, Risk Management, Private Equity, Mergers, M, LBO, Financial Reporting
Education
New York University 2004 — 2006
Master of Business Administration (MBA)
University of Notre Dame 1999 — 2000
Master of Science (MS), Accounting
Franklin & Marshall College 1995 — 1999
Bachelor of Arts (B.A.)
Summit Country Day 1991 — 1995
Barclays Investment Bank 2014 - Present
PwC Advisory 2012 - 2014
HSBC 2009 - 2011
HSBC 2007 - 2009
Cascade Investments 2003 - 2006
Armed Forces of the Republic of Armenia 2001 - 2003
Skills
Financial Modeling, Valuation, Finance, Credit Risk, Financial Analysis, Private Banking, Investment Banking, Treasury, Portfolio Management, Negotiation, Business Strategy, Risk Management, Management Consulting, Fixed Income, Capital Markets, Banking, Due Diligence, Strategic Financial..., Corporate Finance, Business Analysis, Derivatives, Financial Reporting, Credit, Commercial Banking, Options, FX Options, Financial Risk, Internal Audit, Private Equity, Investments, Equity Research, Equities, Bloomberg, Emerging Markets, Credit Analysis, Asset Allocation, Mergers & Acquisitions, Asset Management, Financial Markets, Analysis, Trading, Hedge Funds
Education
Emory University - Goizueta Business School 2011 — 2012
MBA, Finance
American University of Armenia 2005 — 2006
Masters, Finance and Accounting
Yerevan State Institute of Economics 1996 — 2001
Bachelor of Science, Mathematical Modeling and Transaction Analysis in Economics
Law Clerk, U.S. District Court for the District of Colorado March 2015 - Present
Cadwalader, Wickersham & Taft LLP October 2011 - February 2015
Barclays Investment Bank February 2014 - October 2014
Georgia Capital Defender Office May 2009 - August 2009
Skills
Courts, Licensing, Document Review, Arbitration, Lexis, Corporate Governance, Securities Regulation, Patent Prosecution, Depositions, Employment Law, Product Liability, International Law, Document Drafting, Corporate Law, Joint Ventures, Research, Legal Research, Litigation, Commercial Real Estate, Intellectual Property, Public Speaking, Appeals, Legal Assistance, Class Actions, Motions, Legal Compliance, Mediation, Tax, Legal Advice, Commercial Litigation, Bankruptcy, Competition Law, Westlaw, Civil Litigation, Copyright Law, Criminal Law, Trade Secrets, Securities Litigation, Trademarks, Legal Writing, White Collar Criminal..., Contract Negotiation, Banking Law, Litigation Support, Administrative Law, Alternative Dispute..., Patent Litigation, Dispute Resolution, Trials, Legal Issues
Education
University of Michigan Law School 2008 — 2010
Juris Doctor, magna cum laude; order of the coif
Emory University 2002 — 2006
Bachelor's degree, Psychology
Squarepoint Capital December 2014 - Present
Barclays Investment Bank August 2013 - December 2014
J.P. Morgan October 2011 - August 2013
Goldman Sachs December 2010 - September 2011
Barclays Capital August 2010 - November 2010
CAS-MPG Partner Institute for Computational Biology July 2008 - November 2008
Skills
Trading Systems, Quant, FX, Mathematics, Research, Quantitative Finance, Statistical Arbitrage, Derivatives, Monte Carlo Simulation, Stochastic Calculus, Quantitative Analysis, R, Options, Proprietary Trading, Electronic Trading, Financial Modeling, Trading Strategies, Matlab, Statistics, Econometrics, Time Series Analysis, Financial Markets, C++, Financial Engineering, Quantitative Modeling, FX Options, Quantitative Analytics, Equities, Trading, Portfolio Management, Fixed Income, Market Making
Education
University of Oxford 2009 — 2010
Master of Science (with Distinction), Mathematical & Computational Finance
Fudan University 2005 — 2009
Bachelor of Science, Mathematics & Applied Mathematics
The Chinese University of Hong Kong 2007 — 2007
Exchange, Applied Mathematics
Barclays Investment Bank July 2014 - Present
Stifel Financial Corp. May 2013 - August 2013
Avarice Investments Pte Limited August 2009 - June 2012
Fortent July 2007 - June 2009
IBM Global Business Services July 2005 - June 2007
Skills
Business Analysis, Business Process..., Management Consulting, Mergers, Business Strategy, Alternative Investments, Emerging Markets, Business Intelligence, Mergers & Acquisitions, Banking, IT Strategy, Financial Modeling, Equities, Investments, Due Diligence, Risk Management, Investment Banking, Finance, Integration, Valuation, Corporate Finance, Corporate Development, Derivatives, Financial Analysis, Financial Services, Business Development, Competitive Analysis, Financial Markets
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Strategy / Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Business Administration (Finance), Political Science
Barclays Investment Bank April 2012 - Present
Barclays Capital September 2010 - April 2012
Skills
Talent Management, Human Resources, Performance Management, Graduate Recruitment, Leadership, Investment Banking, Project Management, Deferred Compensation, Personnel Management, Employee Engagement, Management Development, Team Building
Education
University of Nottingham 2009 — 2010
MSc, Occupational Psychology, Distinction
University of Durham 2006 — 2009
BA (Hons), Psychology (GBR), Anthropology, Sociology, Classics, History and Philosophy of Social Science, First
Barclays Investment Bank July 2011 - Present
Barclays Capital June 2010 - August 2010
Fuqua School of Business February 2010 - March 2010
Skills
Swaps, Trading, Commodity, Arbitrage, Commodity Markets, Oil Trading, Energy Trading, Commodities, Economics, Futures, Options, Derivatives, Risk Management, Bloomberg, Strategy, Microsoft Office
Education
Duke University 2007 — 2011
B.S., Economics; Politics, Philosophy, and Economics Certificate; cum laude
Universidad San Pablo-CEU 2009 — 2009
Carmel High School 2003 — 2007
Barclays Investment Bank August 2015 - Present
Dechert LLP October 2013 - July 2015
Financial Industry Regulatory Authority August 2012 - December 2012
Dechert LLP May 2012 - July 2012
Hon. Dora L. Irizarry May 2011 - August 2011
Education
Fordham University School of Law 2010 — 2013
Georgetown University 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
Barclays Investment Bank July 2013 - June 2015
Conjunct Consulting 2013 - 2015
Barclays Bank June 2012 - August 2012
GE Healthcare January 2012 - June 2012
UNESCO June 2011 - July 2011
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Critical Thinking, Leadership, Management, PowerPoint, Biomedical Engineering, Statistics, Microsoft Word, Visual Basic, Strategy, Marketing, Research, Photoshop, Teamwork, Matlab, C++, Java
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Chartered Institute of Securities Investment 2013 — 2014
IOC Certification, Passed with Merit
Nanyang Technological University, Singapore 2009 — 2013
B. Eng, Bioengineering and Biomedical Engineering
London School of Economics 2011 — 2011
Guggenheim Securities October 2014 - July 2015
Barclays Investment Bank July 2013 - October 2014
Barclays Investment Bank November 2012 - June 2013
Barclays Capital September 2008 - November 2012
Lehman Brothers March 2001 - September 2008
Walt Disney World Company May 1998 - March 2001
Bloomingdale's November 1994 - September 1996
Skills
Fixed Income, Investment Banking, Equities, Capital Markets, Derivatives, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Trading Systems, Equity Derivatives, Portfolio Management, Asset Management, Electronic Trading, Financial Services, Corporate Finance, Series 7, Alternative Investments, Series 99, Structured Products, Credit Derivatives, Trading, Accounting, Market Risk, Finance, Bloomberg Terminal, Equity Trading, Risk Management, Credit Risk, Options, Strategy, Strategic Financial..., Financial Analysis, Management, Analysis, Market Data, Prime Brokerage, Financial Planning, Executive Management, Strategic Planning, Leadership, Mergers & Acquisitions, Business Analysis, Business Planning, Due Diligence, Budgets, Banking, Securities, Project Management, Financial Markets
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Finance
ESSEC - ESSEC Business School
MBA Exchange Program, Accounting and Finance
University at Albany, SUNY
Arts, Psychology
Barclays Investment Bank June 2012 - Present
Duke University Football Program August 2008 - May 2012
Barclays Capital May 2011 - August 2011
Oppenheimer & Co. Inc. May 2010 - July 2010
Education
Duke University 2008 — 2012
BS, Economics and Political Science
Moses Brown School 2004 — 2008
Barclays Investment Bank August 2015 - Present
HSBC April 2014 - July 2015
UBS 2011 - April 2014
Wells Fargo June 2010 - August 2010
Goldman Sachs 2003 - 2008
Goldman Sachs 2001 - 2002
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
Pace University - Lubin School of Business 1999 — 2003
BBA
FDR High School in Brooklyn, New York 1995 — 1999
MUFG Americas 2014 - Present
Barclays Investment Bank September 2008 - 2014
Lehman Brothers March 2007 - September 2008
Freeman & Co. March 2004 - February 2007
Mellon Financial Corporation September 2002 - February 2004
Skills
Investment Banking, Business Planning, Strategy, Forecasting, Microsoft Excel, Management Accounting, Strategic Planning, Bloomberg, Capital Markets, Budget, Business Analytics, Business Objects, Client Targeting, Competitive Analysis, Data Modeling, Financial Analysis, Financial Modeling, Key Performance..., Microsoft Access, Performance Management, Management, Budgets
Education
Emory University - Goizueta Business School 1998 — 2002
BBA, Finance & Information Systems
Emory University 1998 — 2002
BBA, Finance & Information Systems
Fair Lawn High School 1994 — 1998
Barclays Investment Bank October 2011 - Present
Accenture 2007 - Present
Keane 1999 - 2006
Skills
Capital Markets, Project Planning, PMO, Testing, Outsourcing, Software Documentation, Entrepreneurship, Investment Banking, Business Analysis, SDLC, Leadership, Requirements Gathering, Risk Management, Requirements Analysis, Management Consulting, Software Project..., Financial Services, Equities, Asset Management, Project Management, Sybase
Education
Fundação Getulio Vargas 1989 — 1992
CEAG, Graduate work in Finance
Escola de Engenharia Mauá
Bachelor, Civil Engineering
Barclays Investment Bank September 2008 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Banking, Research, Windows, Social Media, Trading
Education
University of Durham 2005 — 2008
Bachelor of Arts (BA), Economics
Barclays Investment Bank October 2010 - Present
Barclays Investment Bank October 2009 - June 2010
Barclays Investment Bank September 2008 - October 2009
Lehman Brothers August 2004 - September 2008
Lehman Brothers January 2000 - August 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Management, Equity Derivatives, Equities, Prime Brokerage, Derivatives, Securities, Trading Systems, Hedge Funds, Financial Services, Securities Lending, Back Office, Trading, Risk Management
Education
East Carolina University 1978 — 1982
bs, business
SUNY Albany 1978 — 1982
bs, finance
Clay Consulting LLC June 2014 - Present
Barclays Investment Bank January 2014 - June 2014
Morgan Stanley January 2000 - December 2013
Bressler, Amery & Ross, P.C. 1997 - 2000
Morgan Stanley Dean Witter December 1995 - December 1997
Merrill Lynch June 1993 - December 1995
Cantor Fitzgerald 1991 - 1993
Skills
Litigation, Securities, Securities Regulation, FINRA, Corporate Governance, Internal Investigations, Risk Management, Commodity
Education
Fordham Law School
Doctor of Law (J.D.)
Syracuse University
Bachelor of Arts (BA), International Relations
Apollo Global Management LLC August 2014 - Present
Barclays Investment Bank February 2014 - July 2014
Barclays Capital December 2010 - February 2014
Citigroup April 2010 - December 2010
Citigroup December 2005 - April 2010
International Securities Exchange June 2004 - December 2005
NASD (nka FINRA) / American Stock Exchange September 2003 - June 2004
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance / Accounting
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
BS, Corporate Finance
HSBC November 2011 - Present
Makosi, Inc January 2008 - January 2013
Barclays Investment Bank January 2010 - 2011
Merrill Lynch 2008 - 2009
Deloitte & Touche September 2004 - January 2008
Skills
Internal Controls, Financial Analysis, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Auditing, OTC Clearing, Project Management, Interest Rate..., Credit Derivatives, FX Derivatives, Dodd-Frank, SEF, Bloomberg, Middleware
Education
Florida State University - College of Business 2003 — 2004
Masters, Accounting
Florida State University - College of Business 2000 — 2004
Bachelors, Accounting/Finance
Barclays Investment Bank September 2013 - Present
Federal Reserve Board November 2011 - September 2013
Ernst & Young June 2002 - November 2011
Arthur Andersen LLP 1999 - 2002
Cedar Fair Entertainment Company May 1998 - September 1998
Xode 1991 - 1997
Skills
External Audit, Fixed Income, Enterprise Risk..., Corporate Finance, Risk Management
Education
University of Scranton 1995 — 1999
Bachelor's degree, Accounting
Fordham University
Barclays Investment Bank September 2013 - Present
Morgan Stanley January 2011 - Present
Morgan Stanley January 2008 - March 2012
PSEG 2004 - 2004
Skills
Financial Modeling, Valuation, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Emerging Markets, Credit, Credit Derivatives, Alternative Investments, Private Equity, Investment Banking
Education
Georgetown University 2002 — 2006
BBA, Finance, Accounting
Georgetown University - The McDonough School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
The Peddie School 1998 — 2002
Barclays Investment Bank December 2013 - Present
Citi December 2011 - December 2013
Thomson Reuters June 2011 - November 2011
Morgan Stanley March 2010 - September 2011
NYC Department of Education September 2008 - March 2010
Bear Stearns April 2008 - September 2008
Lehman Brothers April 2007 - March 2008
Freddie Mac June 2006 - March 2007
Cargill July 2004 - June 2006
Skills
Business Analysis, Full SDLC, Agile Methodologies, Agile Modeling, Scrum, UML, IBM BPM, IT Operations, Operational Risk, JAD, Test Cases, Usability, Process Engineering, Data Analysis, Fixed Income, Requirements Gathering, Equities, Requirements Analysis, SDLC, Securities, Risk Management, Testing, Business Process, User Acceptance Testing, MS Project, Investment Banking, Business Process..., Vendor Management, Waterfall, Systems Analysis, Business Process..., Data Modeling, Business Process Design, Financial Services, Visio, Banking, Analysis, Business Requirements, Quality Center, SharePoint, Test Management, Test Planning, PMO, Software Documentation, Quality Assurance, Software Project...
Education
Florida Atlantic University 1998 — 2002
MS
Florida Atlantic University 1998 — 2002
BS
Barclays Investment Bank June 2015 - Present
Sandler O'Neill May 2009 - Present
Goldman Sachs March 2005 - May 2009
Sandler O'Neill March 2003 - March 2005
Citigroup June 2001 - March 2003
Skills
Financial Institutions, Investment Banking, Mergers, Valuation, Private Equity, Series 7, IPO, Financial Modeling, Corporate Development, Corporate Finance, Series 24, Series 63, Capital Markets, Financial Analysis, Due Diligence
Education
Duke University 1997 — 2001
BA, Political Science, Economics
Harriton 1993 — 1997
High School
HSBC December 2013 - Present
Barclays Investment Bank February 2013 - December 2013
Citi July 2012 - February 2013
Citi June 2011 - July 2012
Citi July 2010 - June 2011
Citi February 2010 - July 2010
Citi December 2007 - February 2010
Citi November 2006 - December 2007
Citi June 2003 - November 2006
GMAC March 2001 - June 2003
Education
Eastern Michigan University
Masters
Michigan State University
Bachelors
Citi March 2015 - Present
Barclays Investment Bank September 2013 - March 2015
Deutsche Bank August 2010 - September 2013
Deutsche Bank January 2007 - July 2010
Fischer, Francis, Trees & Watts, Inc. December 2003 - March 2006
Smith Barney January 2003 - April 2003
Ingersoll Rand June 2002 - August 2002
Skills
P&L, Risk, Process Improvement, Interest Rate..., Interest Rate Swaps, Options, Futures, Fixed Income, Bonds, Market Analysis, FX, Prime Brokerage, Cash Management, CDS, Settlements, Credit Derivatives, Equity Derivatives, FX Options, Finance, Financial Risk, Product Control, Settlement, Derivatives
Education
Fairfield University 2000 — 2003
BS, Finance/Accounting
GTCR LLC 2009 - Present
Barclays Investment Bank 2008 - 2009
Lehman Brothers 2007 - 2008
Education
Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA)
Duke University 2003 — 2007
BS, Economics
Barclays Investment Bank November 2014 - Present
Jefferies LLC June 2013 - November 2014
AIG July 2011 - June 2013
AIG April 2009 - November 2011
AIG June 2008 - April 2009
AIG December 2002 - June 2008
Skills
Financial Modeling, Forecasting, Analysis, Financial Reporting, Due Diligence, Financial Analysis, Valuation, DCF, Sensitivity Analysis, Scenario Analysis, Capital Adequacy, Capital Markets, Corporate Finance, Equities, Finance, Fixed Income, Investment Banking, Strategy
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Investment Banking and Financial Management
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Barclays Investment Bank October 2008 - Present
Citibank September 2004 - September 2008
Swiss Re January 2002 - September 2004
UBS 1992 - 2001
Skills
Investment Banking, Derivatives, Fixed Income, Structured Products, Financial Risk, Equities, Market Risk, Capital Markets, Credit Derivatives, Interest Rate..., Swaps, Credit Risk
Education
Fordham University
BS, Finance
Barclays Investment Bank November 2014 - Present
JP Morgan Chase April 2011 - August 2014
Morgan Stanley February 2007 - April 2011
Banc of America Securities January 2002 - January 2007
Merrill Lynch February 1997 - December 2001
JP Morgan August 1996 - January 1997
Goldman Sachs September 1994 - August 1996
Skills
Sybase, Fixed Income, Trading Systems, Structured Products, Database Design, Financial Services, MBS, Oracle, Performance Tuning, ETL, Object Oriented Perl, Vertica, Oracle PL/SQL..., Databases, KDB, Analytics, q/kdb, pentaho ETL, UNIX C/C++, Sybase ASIQ, database developer, Python, Perl, SQL, Data Warehousing, Software Development, Shell Scripting, PL/SQL, Derivatives
Education
New Jersey Institute of Technology
Master of Science, Computer Science
Feng Chia University
BS, Information Engineering
UCLA Anderson School of Management July 2015 - Present
Barclays Investment Bank February 2014 - July 2015
Barclays Investment Bank January 2011 - February 2014
Barclays Investment Bank May 2010 - December 2010
Derivados do Brasil November 2009 - April 2010
Brasilpar October 2008 - November 2009
Citibank July 2008 - September 2008
Skills
Investment Banking, Valuation, Risk Management, Capital Markets, Corporate Finance, Financial Modeling, Derivatives, Fixed Income, Equities, Emerging Markets, Private Equity, FX Options, Bloomberg, Financial Markets, Structured Finance, Entrepreneurship
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
Fundação Getulio Vargas 2006 — 2010
B.S., Business Administration
BTG Pactual December 2014 - Present
Barclays Investment Bank August 2013 - December 2014
Bridgewater Associates October 2012 - April 2013
Bridgewater Associates July 2010 - September 2011
Prospect 33 February 2010 - June 2010
Skills
Troubleshooting, Windows Server, Windows 7, SQL, Windows, Servers, Operating Systems, Unix, XP, HTML, Disaster Recovery, Network Administration, Process Improvement, Processes Development, Technical Documentation, Major Incident..., T-SQL, Powershell, Customer Support, Customer Service, Wireshark, Bash, Murex, Sunguard, FX Options, Solaris 8/9/10, BARX, Scripting, Active Directory, Software Development, Windows XP
Education
Farmingdale State University of New York 2006 — 2009
B.S., Security Systems
Tompkins Cortland Community College 2006 — 2008
Computer Forensics, Information Technology, 3.38
Barclays Investment Bank January 2012 - Present
Barclays Capital March 2008 - January 2012
Bank of America April 2003 - March 2008
Lehman Brothers January 2001 - April 2003
UBS Investment Bank June 2000 - August 2000
Interpublic Group 1998 - 2000
Skills
Restructuring, Distressed Debt, Special Situations, Corporate Governance, Investment Banking, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Credit Risk, Risk Management, Equities, Valuation, Bloomberg, Equity Derivatives, Credit Derivatives, Structured Finance, Portfolio Management, Structured Products, Private Equity, Prime Brokerage, Corporate Finance, Alternative Investments, Interest Rate..., FX Options, Financial Modeling
Education
Fordham University 1997 — 2001
Bachelor of Science (BS), Finance
Barclays Investment Bank April 2013 - Present
Barclays Investment Bank November 2008 - March 2013
Lehman Brothers October 2006 - September 2008
JP Morgan Private Bank April 2004 - October 2006
JP Morgan Chase September 2000 - April 2004
Verizon Wireless July 1997 - September 2000
Bell Atlantic NYNEX Mobile July 1995 - July 1997
NYNEX Mobile Communications October 1993 - July 1995
NYNEX Mobile Communications May 1991 - September 1993
Skills
Business Analysis, CRM, Change Management, Customer Service, Employee Training, Financial Analysis, Financial Modeling, Financial Services, Investment Banking, Leadership, Leadership Development, Management, Management Consulting, Marketing, Onboarding, Organizational..., PMO, Performance Management, Process Improvement, Program Management, Project Management, Risk Management, SDLC, Strategy, Talent Management, Team Leadership, Telecommunications, Training, Training Delivery, Vendor Management, Analysis, Business Process..., Team Management
Education
Columbia University
Georgetown University
WEC Energy Group June 2015 - Present
Barclays Investment Bank October 2004 - May 2015
Duquesne Light Company June 1990 - August 2000
Skills
Equities, Corporate Communications, Investment Banking, Equity Research, Fixed Income, Management, Mergers & Acquisitions, Investor Relations, Financial Modeling, Financial Analysis, Valuation, Strategic Planning, Capital Markets, Leadership, Bloomberg, Hedge Funds
Education
Duquesne University 1990 — 1992
MBA, MBA
Penn State University 1982 — 1986
BS, Accounting
Barclays Investment Bank December 2013 - Present
Barclays Capital March 2012 - Present
Barclays Capital September 2008 - March 2012
Lehman Brothers September 2002 - September 2008
Education
Villanova University School of Law 1988 — 1991
Doctor of Law (J.D.)
Franklin & Marshall College 1984 — 1988
Bachelor of Arts (BA), Business
Crescent Capital Group March 2014 - Present
Barclays Investment Bank March 2012 - March 2014
Wells Fargo Advisors September 2010 - May 2011
International Community at Fordham (ICF) April 2009 - May 2011
Fordham University January 2009 - May 2011
GE Capital May 2010 - August 2010
Fordham University January 2008 - August 2010
Fordham University May 2009 - August 2009
Skills
Financial Modeling, High Yield, Fixed Income, Relationship Management, Bank Debt, Sales
Education
New York University 2011 — 2012
Advanced Certificate in Portfolio Management with concentration in Fixed Income, Finance, 3.91
Fordham University 2007 — 2011
Bachelors of Science, Economics and Psychology; Business Administration Minor, 3.53
Greenwich High School
Barclays Investment Bank December 2013 - Present
Federal Energy Regulatory Commission August 2010 - November 2013
AOL June 2010 - August 2010
George Mason University January 2010 - May 2010
Federal Energy Regulatory Commission June 2008 - August 2008
Skills
SAS, Java, SQL, Microsoft Excel
Education
George Mason University 2009 — 2011
MS, Computer Science
Swarthmore College 2005 — 2009
BA, Economics
TJHSST
Goldman Sachs August 2015 - Present
Barclays Investment Bank May 2014 - Present
Nomura July 2013 - April 2014
Georgetown University's McDonough School of Business August 2011 - May 2013
Nomura June 2012 - August 2012
Accenture November 2009 - August 2011
Accenture July 2007 - November 2009
Accenture July 2005 - July 2007
Skills
Financial Modeling, Finance, Valuation, Corporate Finance, Microsoft Excel, Mergers & Acquisitions, Investment Banking, Federal Proposals, Accounting, Financial Accounting, Financial Analysis, Economics, Bloomberg, Management Consulting, Due Diligence, Managerial Finance
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, Finance
Georgetown University 2000 — 2004
Bachelor, Economics
Gonzaga 1996 — 2000
Barclays Investment Bank May 2014 - Present
Barclays Investment Bank October 2012 - May 2014
Barclays Bank November 2010 - October 2012
Barclays Bank May 2009 - November 2010
Barclays Bank June 2006 - May 2009
Barclays January 2004 - June 2006
Barclays September 2002 - January 2004
Skills
Financial Risk, Credit Analysis, Credit Risk, Structured Finance, Banking, Credit, Commercial Banking, Portfolio Management, Financial Modeling, Investment Banking, Private Equity, Corporate Finance
Education
Durham University 1999 — 2002
Business Finance, Economics and Finance, 2:1
Churchers College 1991 — 1999
Barclays Investment Bank 2006 - Present
Sidley Austin LLP 2004 - 2006
Everest Reinsurance 2001 - 2004
KPMG US 1996 - 2001
PwC 1992 - 1995
Skills
Tax Law, Corporate Tax, Tax Advisory, International Tax, High Net Worth...
Education
The University of Connecticut School of Business 1989 — 1992
Bachelor of Science (BS), Accounting
Fordham University
Master's degree, Taxation
Fordham University School of Law
Doctor of Law (J.D.)
New York University
Master of Laws (LLM), Tax
Barclays Investment Bank April 2014 - Present
Barclays Investment Bank April 2013 - April 2014
Barclays Investment Bank December 2009 - March 2013
Barclays Investment Bank July 2009 - December 2009
Education
Vienna University of Technology
Master's Degree, Mathematical Finance
Ecole Centrale Paris
Master's Degree, Engineering
Vienna University of Technology
Master's Degree, Industrial Engineering
Barclays September 2012 - Present
Barclays Investment Bank 2004 - Present
Deutsche Bank June 2004 - September 2012
RBS Greenwich Capital September 1998 - September 2001
Skills
Financial Analysis, Risk Management, Fixed Income, Trading, Derivatives, Investment Banking, Credit, Banking, Hedge Funds, Portfolio Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Georgetown University 1993 — 1997
Bachelor's Degree, Finance, General
Barclays Investment Bank 2001 - Present
Skills
Fixed Income, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Trading, Securitization, Asset-backed..., ABS, Series 7, Series 63
Education
New York University, Stern School of Business 1993 — 1995
Master of Business Administration (MBA), Finance and Economics
Georgetown University
Bachelor of Science (BS), Finance
Barclays Investment Bank March 2007 - December 2010
ING (Wholesale Banking) June 2005 - March 2007
Skills
Debt restructuring, Distressed debt, Leveraged Finance, High Yield, Closed End UK...
Education
EM Strasbourg Business School 1998 — 2002
Master's degree (European Master's II) "Master Grandes Ecoles", Business, Finance and Accountancy, Received with honours
Barclays Investment Bank May 2014 - Present
Cummins Inc. May 2013 - August 2013
Woodgroup Turbopower June 2011 - August 2011
Skills
Mechanical Engineering, Bilingual-English/Spanis..., Coding Languages, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, C
Education
Florida State University 2010 — 2015
Bachelor of Science (BS), Mechanical Engineering
Barclays Investment Bank June 2015 - Present
Miller Motorcars May 2014 - August 2014
cube19 July 2013 - July 2013
Education
Emory University 2014 — 2018
Byram Hills High School 2010 — 2014
Barclays Investment Bank March 2010 - Present
Thermo Fisher Scientific March 2009 - March 2010
Goldman Sachs August 1993 - March 2009
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Management
Education
Georgetown University 1991 — 1993
Master of Science in Foreign Service (MSFS), International Business, Summa Cum Laude
Universities of Hamburg and Cologne, Germany 1990 — 1991
Fulbright Fellowship, German Language and Literature and International Affairs
The Ohio State University 1986 — 1990
Bachelor of Arts (B.A.), European History and German Language and Literature, With Honors, with Distinction
Bank of America Merrill Lynch April 2015 - Present
Thomas Squeri Consulting December 2014 - March 2015
Barclays Investment Bank September 2010 - March 2014
Morgan Stanley January 2006 - September 2010
Morgan Stanley January 2001 - January 2006
Education
Fairfield University 1985 — 1989
Bachelor's degree, Business
Barclays Investment Bank September 2008 - Present
Lehman Brothers May 1991 - September 2008
Fidelity Management & Research Company July 1985 - July 1988
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, Derivatives, Hedge Funds, Trading, Credit, Valuation, Financial Markets, Bloomberg, Trading Systems
Education
Duke University - The Fuqua School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
St. Lawrence University 1981 — 1985
Bachelor of Arts (B.A.), Economics, Cum Laude