Barclays Wealth
Description
Barclays Wealth Management serves affluent and high net worth clients through offices across the UK, offering personalised banking, credit, investment management and wealth planning services. Reported client assets were £202.8 billion. CEO: Dirk Klee (Sep 2018–) Subsidiaries: Lehman Brothers - Private Investment Management, Barclays Personal Investment Management Parent organization: Barclays
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Barclays Wealth Employees
Employee
Years
Job
Industry
David Croudace David Croudace's Barclays Wealth Experience March 2008 - January 2009
Job Financial Analyst | Entrepreneur
Industry Management Consulting
Experience
Best Buy July 2015 - Present
Sound Reading Solutions October 2012 - March 2015
MADathletic, Inc January 2011 - August 2012
Sidaro Ltd April 2009 - March 2010
Barclays Wealth March 2008 - January 2009
Sendai Board of Education July 2005 - July 2007
Skills
Financial Modeling, Valuation, Business Strategy, Investments, Financial Analysis, Business Analysis, Due Diligence, Management Consulting, Strategy, Entrepreneurship, Project Management, Asset Managment, Change Management, Portfolio Management, Product Management, Analysis, Management, Marketing, Product Development, Mergers & Acquisitions, Start-ups, Venture Capital, Business Planning, Mobile Devices, Competitive Analysis, Strategic Planning, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Consulting and Entrepreneurship, 3.575
University of Cape Town 2001 — 2004
B.Com, Accounting, Finance and Management
Kearsney College 1995 — 2000
IEB Exams
Best Buy July 2015 - Present
Sound Reading Solutions October 2012 - March 2015
MADathletic, Inc January 2011 - August 2012
Sidaro Ltd April 2009 - March 2010
Barclays Wealth March 2008 - January 2009
Sendai Board of Education July 2005 - July 2007
Skills
Financial Modeling, Valuation, Business Strategy, Investments, Financial Analysis, Business Analysis, Due Diligence, Management Consulting, Strategy, Entrepreneurship, Project Management, Asset Managment, Change Management, Portfolio Management, Product Management, Analysis, Management, Marketing, Product Development, Mergers & Acquisitions, Start-ups, Venture Capital, Business Planning, Mobile Devices, Competitive Analysis, Strategic Planning, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Consulting and Entrepreneurship, 3.575
University of Cape Town 2001 — 2004
B.Com, Accounting, Finance and Management
Kearsney College 1995 — 2000
IEB Exams
Christopher Dodson Christopher Dodson's Barclays Wealth Experience September 2010 - August 2012
Job Associate at Gilder Gagnon Howe
Industry Financial Services
Experience
Gilder Gagnon Howe February 2013 - Present
Arjent LLC August 2012 - February 2013
Barclays Wealth September 2010 - August 2012
MKM Partners June 2009 - August 2009
FirstCommand Financial Planning January 2008 - May 2008
Skills
Financial Modeling, Investment Banking, Asset Managment, Investments, Social Media, Research
Education
Dickinson College 2006 — 2010
BA, Policy Management
Landon School 1996 — 2006
Gilder Gagnon Howe February 2013 - Present
Arjent LLC August 2012 - February 2013
Barclays Wealth September 2010 - August 2012
MKM Partners June 2009 - August 2009
FirstCommand Financial Planning January 2008 - May 2008
Skills
Financial Modeling, Investment Banking, Asset Managment, Investments, Social Media, Research
Education
Dickinson College 2006 — 2010
BA, Policy Management
Landon School 1996 — 2006
Nina Mahdavi Nina Mahdavi's Barclays Wealth Experience January 2007 - November 2010
Job Partner
Industry Management Consulting
Experience
Mahdavi Hughes November 2010 - Present
Brook Green 2012 - Present
Barclays Wealth January 2007 - November 2010
FundQuest (BNP Paribas) August 2001 - January 2007
Bipielle May 2000 - August 2001
Skills
Project Management, Consulting, Start-ups, Start-up Consulting, Process Management, Change Process, Process Improvement, Business Process..., Strategic Consulting, Key Account Management, Account Management, Key Client Relationships, Management Consulting, New Media Consulting, Digital Media, New Media Initiatives, Video Games, Acquisition Integration, Strategy, Global Strategy, International Business..., Entrepreneurship, Management, Cross-functional Team..., Team Leadership, Asset Management, Financial Markets, Portfolio Management, Due Diligence, Multi-Management, Multimanagement, Manager Selection, UCITS, Marketing Strategy, Business Development, Business Development..., Global Business..., Deal Execution, Life Settlements, Distribution Strategies
Education
University of London - City University 1997 — 2000
BSc Hons, Economics
Universidad Carlos III de Madrid 1998 — 1999
Finance
Channing 1990 — 1997
GCSEs and A-levels
Mahdavi Hughes November 2010 - Present
Brook Green 2012 - Present
Barclays Wealth January 2007 - November 2010
FundQuest (BNP Paribas) August 2001 - January 2007
Bipielle May 2000 - August 2001
Skills
Project Management, Consulting, Start-ups, Start-up Consulting, Process Management, Change Process, Process Improvement, Business Process..., Strategic Consulting, Key Account Management, Account Management, Key Client Relationships, Management Consulting, New Media Consulting, Digital Media, New Media Initiatives, Video Games, Acquisition Integration, Strategy, Global Strategy, International Business..., Entrepreneurship, Management, Cross-functional Team..., Team Leadership, Asset Management, Financial Markets, Portfolio Management, Due Diligence, Multi-Management, Multimanagement, Manager Selection, UCITS, Marketing Strategy, Business Development, Business Development..., Global Business..., Deal Execution, Life Settlements, Distribution Strategies
Education
University of London - City University 1997 — 2000
BSc Hons, Economics
Universidad Carlos III de Madrid 1998 — 1999
Finance
Channing 1990 — 1997
GCSEs and A-levels
Khashayar Atabaki Khashayar Atabaki's Barclays Wealth Experience 2008 - Present
Job Beta Capital Management
Industry Banking
Experience
Beta Capital Management April 2014 - Present
BARCLAYS WEALTH 2008 - Present
LEHMAN BROTHERS 2001 - 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Derivatives, Equities, Fixed Income, Hedge Funds, Portfolio Management, Wealth Management, Investments, Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Boston University 1987 — 1991
BA, Economics, International Business
Beta Capital Management April 2014 - Present
BARCLAYS WEALTH 2008 - Present
LEHMAN BROTHERS 2001 - 2008
Skills
Alternative Investments, Asset Allocation, Asset Management, Derivatives, Equities, Fixed Income, Hedge Funds, Portfolio Management, Wealth Management, Investments, Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Boston University 1987 — 1991
BA, Economics, International Business
Farah GASMI Farah GASMI's Barclays Wealth Experience May 2012 - April 2013
Job Business Analytics Associate at ZS Associates
Industry Management Consulting
Experience
ZS Associates February 2015 - Present
Columbia Business School June 2014 - September 2014
Sharewave June 2014 - August 2014
Barclays Wealth May 2012 - April 2013
Pricewaterhouse Coopers July 2011 - August 2011
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2014
Master's Degree, Operations Research - Corporate Finance and Strategy Concentration
Ecole centrale de Nantes 2010 — 2013
Master's Degree, Engineering
Lycée Pierre de Fermat 2008 — 2010
Classes préparatoires, mathematics, physics
ZS Associates February 2015 - Present
Columbia Business School June 2014 - September 2014
Sharewave June 2014 - August 2014
Barclays Wealth May 2012 - April 2013
Pricewaterhouse Coopers July 2011 - August 2011
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2014
Master's Degree, Operations Research - Corporate Finance and Strategy Concentration
Ecole centrale de Nantes 2010 — 2013
Master's Degree, Engineering
Lycée Pierre de Fermat 2008 — 2010
Classes préparatoires, mathematics, physics
Sanjay Shirke, MBA Sanjay Shirke, MBA's Barclays Wealth Experience 2009 - 2009
Job CTO at Credibility Capital
Industry Information Technology and Services
Experience
Credibility Capital Inc. March 2015 - Present
Green Bay Packers November 1997 - Present
Curaçao International Trust Company (CITCO Fund Services) March 2014 - March 2015
Fir Tree Partners January 2013 - July 2013
Apollo Global Management LLC April 2012 - January 2013
MIK Fund Services September 2011 - December 2011
Barclays Capital April 2011 - July 2011
Merrill Lynch July 2010 - March 2011
J.P. Morgan December 2009 - March 2010
Barclays Wealth 2009 - 2009
Skills
Hedge Accounting, Hedge Funds, SEC reporting, Priority Management, VPM, Business Intelligence, SSIS, Performance Management, Software Project..., Technical Leadership, Database Administration, Data Mining, Recombinant DNA..., Molecular Genetics, Business Process..., Management, SEC filings, Bloomberg, Analysis, CRM, Investment Banking, Financial Modeling, Business Analysis, Business Process, Risk Management, Security, Fixed Income, Market Data, Middle Office, Project Management, Equities, Form PF, OPERA reporting, Derivatives, Trading Systems, Finance, Requirements Gathering, Trading, Microsoft SQL Server, Analytics, Databases, Financial Services, Software Documentation, Capital Markets, SDLC, Leadership, Options, Vendor Management, Financial Risk, Alternative Investments
Education
Heriot-Watt University 2001 — 2004
M.B.A., Finance
Sackler Institute, New York University 1995 — 1999
MS, Developmental Genetics
New York University 1992 — 1995
M.S., Biology / Neuroscience
University of Wisconsin-Madison 1987 — 1990
B.S., Molecular Biology
Nicolet High School 1983 — 1987
University School Milwaukee
University School Milwaukee
University School Milwaukee
University School of Milwaukee
Credibility Capital Inc. March 2015 - Present
Green Bay Packers November 1997 - Present
Curaçao International Trust Company (CITCO Fund Services) March 2014 - March 2015
Fir Tree Partners January 2013 - July 2013
Apollo Global Management LLC April 2012 - January 2013
MIK Fund Services September 2011 - December 2011
Barclays Capital April 2011 - July 2011
Merrill Lynch July 2010 - March 2011
J.P. Morgan December 2009 - March 2010
Barclays Wealth 2009 - 2009
Skills
Hedge Accounting, Hedge Funds, SEC reporting, Priority Management, VPM, Business Intelligence, SSIS, Performance Management, Software Project..., Technical Leadership, Database Administration, Data Mining, Recombinant DNA..., Molecular Genetics, Business Process..., Management, SEC filings, Bloomberg, Analysis, CRM, Investment Banking, Financial Modeling, Business Analysis, Business Process, Risk Management, Security, Fixed Income, Market Data, Middle Office, Project Management, Equities, Form PF, OPERA reporting, Derivatives, Trading Systems, Finance, Requirements Gathering, Trading, Microsoft SQL Server, Analytics, Databases, Financial Services, Software Documentation, Capital Markets, SDLC, Leadership, Options, Vendor Management, Financial Risk, Alternative Investments
Education
Heriot-Watt University 2001 — 2004
M.B.A., Finance
Sackler Institute, New York University 1995 — 1999
MS, Developmental Genetics
New York University 1992 — 1995
M.S., Biology / Neuroscience
University of Wisconsin-Madison 1987 — 1990
B.S., Molecular Biology
Nicolet High School 1983 — 1987
University School Milwaukee
University School Milwaukee
University School Milwaukee
University School of Milwaukee
Nicole Arnold Nicole Arnold's Barclays Wealth Experience 2008 - July 2009
Job Principal and Head of Client Relations at Hudson Gate Partners
Industry Investment Management
Experience
Hudson Gate Partners January 2013 - Present
Barclays Wealth 2008 - July 2009
Lehman Brothers September 2004 - September 2008
Lehman Brothers August 2003 - September 2004
Education
Harvard Business School 2001 — 2003
MBA
Dartmouth College
Bachelor of Arts (BA), Government Major, Russian Minor
Hudson Gate Partners January 2013 - Present
Barclays Wealth 2008 - July 2009
Lehman Brothers September 2004 - September 2008
Lehman Brothers August 2003 - September 2004
Education
Harvard Business School 2001 — 2003
MBA
Dartmouth College
Bachelor of Arts (BA), Government Major, Russian Minor
Mark Keefe Mark Keefe's Barclays Wealth Experience March 2011 - November 2011
Job iOS Senior Software Engineer at New York Times Mobile
Industry Newspapers
Experience
The New York Times May 2013 - Present
Maynebridge Mobile Integration November 2011 - April 2013
Barclays Wealth March 2011 - November 2011
ING December 2007 - March 2011
Deutsche Bank March 2007 - December 2007
Quadriserv December 2003 - 2006
Liberty Corner Capital Management March 2003 - November 2003
Morgan Stanley May 1992 - November 2002
Skills
iOS development, Objective-C, Xcode, Mobile Applications, Cocoa Touch, Swift
Education
London Business School
New York University - Leonard N. Stern School of Business
MBA
University of California, San Diego
BA
University of Sussex
The New York Times May 2013 - Present
Maynebridge Mobile Integration November 2011 - April 2013
Barclays Wealth March 2011 - November 2011
ING December 2007 - March 2011
Deutsche Bank March 2007 - December 2007
Quadriserv December 2003 - 2006
Liberty Corner Capital Management March 2003 - November 2003
Morgan Stanley May 1992 - November 2002
Skills
iOS development, Objective-C, Xcode, Mobile Applications, Cocoa Touch, Swift
Education
London Business School
New York University - Leonard N. Stern School of Business
MBA
University of California, San Diego
BA
University of Sussex
Michelle Kim Michelle Kim's Barclays Wealth Experience October 2008 - May 2009
Job Senior Business Manager, Omnichannel Planned Shopping at Walmart eCommerce
Industry Retail
Experience
Walmart eCommerce June 2013 - Present
Walmart August 2011 - May 2013
American Express June 2010 - August 2010
Barclays Wealth October 2008 - May 2009
Lehman Brothers April 2007 - September 2008
New York Stock Exchange June 2002 - March 2007
Skills
Competitive Analysis, Market Research, Cross-functional Team..., Strategy, Business Strategy, Analytics, Marketing Strategy, Data Analysis, Product Management, Strategic Planning, Business Analysis, Segmentation, Market Analysis, Financial Analysis, Project Management, Marketing Communications, Film Production, Brand Management, Integrated Marketing, Product Marketing, Customer Insight
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Marketing, Strategy
ESSEC Business School 2011 — 2011
MBA, Luxury Brand Management, Study Abroad Program
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance, Information Technology
Walmart eCommerce June 2013 - Present
Walmart August 2011 - May 2013
American Express June 2010 - August 2010
Barclays Wealth October 2008 - May 2009
Lehman Brothers April 2007 - September 2008
New York Stock Exchange June 2002 - March 2007
Skills
Competitive Analysis, Market Research, Cross-functional Team..., Strategy, Business Strategy, Analytics, Marketing Strategy, Data Analysis, Product Management, Strategic Planning, Business Analysis, Segmentation, Market Analysis, Financial Analysis, Project Management, Marketing Communications, Film Production, Brand Management, Integrated Marketing, Product Marketing, Customer Insight
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Marketing, Strategy
ESSEC Business School 2011 — 2011
MBA, Luxury Brand Management, Study Abroad Program
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance, Information Technology
CAROL MULCAHY's Barclays Wealth Experience October 2010 - October 2012
Job Investments & FundRaising Professional
Industry Fund-Raising
Experience
West Palm Beach Friends of Fisher House 2012 - Present
Barclays Wealth October 2010 - October 2012
JP Morgan Chase January 2010 - October 2010
Cumberland Advisors June 2006 - April 2009
Advest / IPC April 2001 - April 2006
Fidelity Institutional Brokerage Group July 1996 - December 2001
Skills
Series 7, Series 9 & 10, Series 66, Florida Insurance..., FINRA Arbitrator, CRPS~Chartered..., Finance, Financial Advisory, CRM, Relationship Management, Uniform Combined State..., Investments, Management, ETFs, Business Development, Financial Services, Asset Management, Training, Small Business, Project Management, Trading, Private Banking, Sales, Fundraising, Sales Management, Marketing Strategy, Risk Management, Customer Service, Marketing, Strategic Planning, Portfolio Management
Education
Lesley University
Bachelor's degree, Business Managment
West Palm Beach Friends of Fisher House 2012 - Present
Barclays Wealth October 2010 - October 2012
JP Morgan Chase January 2010 - October 2010
Cumberland Advisors June 2006 - April 2009
Advest / IPC April 2001 - April 2006
Fidelity Institutional Brokerage Group July 1996 - December 2001
Skills
Series 7, Series 9 & 10, Series 66, Florida Insurance..., FINRA Arbitrator, CRPS~Chartered..., Finance, Financial Advisory, CRM, Relationship Management, Uniform Combined State..., Investments, Management, ETFs, Business Development, Financial Services, Asset Management, Training, Small Business, Project Management, Trading, Private Banking, Sales, Fundraising, Sales Management, Marketing Strategy, Risk Management, Customer Service, Marketing, Strategic Planning, Portfolio Management
Education
Lesley University
Bachelor's degree, Business Managment
Amanda Paixão Amanda Paixão's Barclays Wealth Experience May 2012 - December 2012
Job Bookstore Manager at ARTBOOK @ MoMA PS1
Industry Fine Art
Experience
ARTBOOK @ MoMA PS1 October 2014 - Present
ENVOGUE INT'L Home Textiles December 2012 - October 2014
Barclays Wealth May 2012 - December 2012
ARTBOOK @ MoMA PS1 May 2012 - September 2012
Café Zola August 2011 - April 2012
Black Pearl Seafood & Martini Bar May 2010 - September 2011
University Unions Graphic Design Office September 2009 - May 2010
BLOCK Language House January 2009 - April 2009
Skills
Fine Art, Contemporary Art, Illustration, Graphic Design, Fine Art Photography, Bookbinding, Curating, Collaboration, Adobe Creative Suite, Mac OS X, Microsoft Office, Windows
Education
University of Michigan 2006 — 2010
Bachelor of Fine Arts (B.F.A.), Graphic Design, Fine Art
Kyoto Seika University 2008 — 2009
Graphic Design, Illustration
ARTBOOK @ MoMA PS1 October 2014 - Present
ENVOGUE INT'L Home Textiles December 2012 - October 2014
Barclays Wealth May 2012 - December 2012
ARTBOOK @ MoMA PS1 May 2012 - September 2012
Café Zola August 2011 - April 2012
Black Pearl Seafood & Martini Bar May 2010 - September 2011
University Unions Graphic Design Office September 2009 - May 2010
BLOCK Language House January 2009 - April 2009
Skills
Fine Art, Contemporary Art, Illustration, Graphic Design, Fine Art Photography, Bookbinding, Curating, Collaboration, Adobe Creative Suite, Mac OS X, Microsoft Office, Windows
Education
University of Michigan 2006 — 2010
Bachelor of Fine Arts (B.F.A.), Graphic Design, Fine Art
Kyoto Seika University 2008 — 2009
Graphic Design, Illustration
Adam Liebenthal's Barclays Wealth Experience June 2008 - August 2008
Job Hedge Fund Operations | MBA Candidate | Masters in Investment Management
Industry Financial Services
Experience
Acadian Asset Management July 2015 - Present
JPMorgan Chase April 2013 - July 2015
Fidelity Capital Markets April 2011 - April 2013
Fidelity Investments September 2009 - April 2011
Barclays Wealth June 2008 - August 2008
Skills
Prime Brokerage, Capital Markets, Hedge Funds, Investment Management, Series 7, Series 63, Equities, Trading, Settlement, Customer Service, Bloomberg, Capital IQ, Factset, Mutual Funds, Financial Services
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Dual Concentration in Entrepreneurship, Operations & Technology Management
Boston University Graduate School of Management 2012 — 2013
MSIM, Master's of Science in Investment Management
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Financial Management
Boston University London Study Abroad 2008 — 2008
Business & Economics
Acadian Asset Management July 2015 - Present
JPMorgan Chase April 2013 - July 2015
Fidelity Capital Markets April 2011 - April 2013
Fidelity Investments September 2009 - April 2011
Barclays Wealth June 2008 - August 2008
Skills
Prime Brokerage, Capital Markets, Hedge Funds, Investment Management, Series 7, Series 63, Equities, Trading, Settlement, Customer Service, Bloomberg, Capital IQ, Factset, Mutual Funds, Financial Services
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Dual Concentration in Entrepreneurship, Operations & Technology Management
Boston University Graduate School of Management 2012 — 2013
MSIM, Master's of Science in Investment Management
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Financial Management
Boston University London Study Abroad 2008 — 2008
Business & Economics
Melissa McLane Melissa McLane's Barclays Wealth Experience March 2007 - May 2007
Job Senior Consultant at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting July 2014 - Present
Deloitte Consulting August 2011 - June 2014
Federal Housing Finance Agency June 2010 - August 2010
The Blackstone Group February 2009 - August 2009
UBS Investment Bank July 2008 - October 2008
PricewaterhouseCoopers June 2007 - August 2007
Barclays Wealth March 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Forecasting, Bloomberg, Risk Management, Process Improvement, Management, Technical Writing, Project Management, Budgets, Operations Management, Program Management, Financial Reporting, Federal Budget, Federal Procurement
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration, Decision Science/Strategic Management and Public Policy
Boston College 2004 — 2008
Bachelor of Science, Finance and Corporate Reporting and Analysis
Boston University London Internship Program 2007 — 2007
Semester of study abroad, International Business
Scranton Preparatory School 2000 — 2004
High school diploma, General Academic
Deloitte Consulting July 2014 - Present
Deloitte Consulting August 2011 - June 2014
Federal Housing Finance Agency June 2010 - August 2010
The Blackstone Group February 2009 - August 2009
UBS Investment Bank July 2008 - October 2008
PricewaterhouseCoopers June 2007 - August 2007
Barclays Wealth March 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Forecasting, Bloomberg, Risk Management, Process Improvement, Management, Technical Writing, Project Management, Budgets, Operations Management, Program Management, Financial Reporting, Federal Budget, Federal Procurement
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration, Decision Science/Strategic Management and Public Policy
Boston College 2004 — 2008
Bachelor of Science, Finance and Corporate Reporting and Analysis
Boston University London Internship Program 2007 — 2007
Semester of study abroad, International Business
Scranton Preparatory School 2000 — 2004
High school diploma, General Academic
Samuel Nelson Samuel Nelson's Barclays Wealth Experience June 2010 - July 2010
Job General Manager at Chipotle Mexican Grill
Industry Restaurants
Experience
Charles Schwab June 2015 - Present
Chipotle Mexican Grill December 2011 - February 2015
Chipotle Mexican Grill July 2009 - December 2011
Central Florida Kraze/Krush Soccer Club March 2006 - December 2010
Barclays Wealth June 2010 - July 2010
Skills
Customer Service, Time Management, Facebook, PowerPoint, Microsoft Office, Microsoft Word, Restaurant Management, Microsoft Excel, Process Scheduler, Event Planning, Outlook, Inventory Management
Education
University of Central Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Florida State University 2007 — 2009
Associate of Arts, General Studies
Charles Schwab June 2015 - Present
Chipotle Mexican Grill December 2011 - February 2015
Chipotle Mexican Grill July 2009 - December 2011
Central Florida Kraze/Krush Soccer Club March 2006 - December 2010
Barclays Wealth June 2010 - July 2010
Skills
Customer Service, Time Management, Facebook, PowerPoint, Microsoft Office, Microsoft Word, Restaurant Management, Microsoft Excel, Process Scheduler, Event Planning, Outlook, Inventory Management
Education
University of Central Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Florida State University 2007 — 2009
Associate of Arts, General Studies
Jason Rotter Jason Rotter's Barclays Wealth Experience June 2008 - August 2008
Job PhD Candidate at University of North Carolina at Chapel Hill
Industry Hospital & Health Care
Experience
University of North Carolina at Chapel Hill August 2015 - Present
Patient-Centered Outcomes Research Institute ( PCORI ) January 2014 - August 2015
Novo Nordisk A/S August 2012 - January 2014
Patient Centered Outcomes Research Institute (PCORI) May 2012 - August 2012
Johns Hopkins Bloomberg School of Public Health August 2011 - May 2012
Policy Analysis Inc. October 2009 - August 2011
Barclays Wealth June 2008 - August 2008
Bay State Corporate Services February 2007 - November 2007
Skills
MS Office Suite, Health Economics, Pharmacoeconomics, SAS, Stata, Biostatistics, Epidemiology, Outcomes Research, Survival Analysis, Economic Modeling, Comparative Analysis, Health Outcomes, Applied Econometrics, Economics, Economic Research, Technology Evaluation, Comparative..., Patient Reported..., @Risk, Cost Effective, TreeAge, Health Policy
Education
University of North Carolina at Chapel Hill 2015 — 2019
Doctor of Philosophy (PhD), Decision Science, Economics, Health Policy
The Johns Hopkins University 2011 — 2012
MHS, Health Economics, 4.0/4.0
Boston University 2005 — 2009
B.A., Economics, Business
University of North Carolina at Chapel Hill August 2015 - Present
Patient-Centered Outcomes Research Institute ( PCORI ) January 2014 - August 2015
Novo Nordisk A/S August 2012 - January 2014
Patient Centered Outcomes Research Institute (PCORI) May 2012 - August 2012
Johns Hopkins Bloomberg School of Public Health August 2011 - May 2012
Policy Analysis Inc. October 2009 - August 2011
Barclays Wealth June 2008 - August 2008
Bay State Corporate Services February 2007 - November 2007
Skills
MS Office Suite, Health Economics, Pharmacoeconomics, SAS, Stata, Biostatistics, Epidemiology, Outcomes Research, Survival Analysis, Economic Modeling, Comparative Analysis, Health Outcomes, Applied Econometrics, Economics, Economic Research, Technology Evaluation, Comparative..., Patient Reported..., @Risk, Cost Effective, TreeAge, Health Policy
Education
University of North Carolina at Chapel Hill 2015 — 2019
Doctor of Philosophy (PhD), Decision Science, Economics, Health Policy
The Johns Hopkins University 2011 — 2012
MHS, Health Economics, 4.0/4.0
Boston University 2005 — 2009
B.A., Economics, Business
Alex Prazdnik Alex Prazdnik's Barclays Wealth Experience January 2009 - April 2012
Job Executive Director Global Technology at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
MUFG Union Bank N.A. March 2013 - April 2015
BizLink Group Inc. April 2012 - June 2014
Genesis10 January 2013 - March 2013
Barclays Wealth January 2009 - April 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers November 2003 - October 2008
Neuberger Berman November 1998 - November 2003
Dreyfus January 1996 - November 1998
US Navy February 1993 - February 1995
Skills
Business Brokerage, Small Business, Real Estate Investment, Real Estate, IT Strategy, IT Management, Data Warehousing, Business Intelligence, Database Management, Integration, Program Management, Architecture, SDLC, Team Leadership, Database Admin, Team Building, Enterprise Architecture, SQL, Databases, Quality Assurance, Software Project..., Investment Properties, PMO, Management, Recruiting, Business Analysis, Vendor Management, Leadership, Project Management, Microsoft SQL Server, Software Development, Management Consulting, Disaster Recovery, Change Management, Project Portfolio..., Strategy, Security, Process Improvement, Executive Management, CRM, Outsourcing, Architectures, Mergers & Acquisitions, Analysis, Project Delivery, Information Technology, Business Process..., Testing, Visio, Requirements Analysis
Education
Berkeley College 1995 — 1996
Business Management
US Navy 1993 — 1995
Bergen Community College 1992 — 1993
Undecided
Elmwood Park Memorial High School 1988 — 1992
J.P. Morgan Asset Management April 2015 - Present
MUFG Union Bank N.A. March 2013 - April 2015
BizLink Group Inc. April 2012 - June 2014
Genesis10 January 2013 - March 2013
Barclays Wealth January 2009 - April 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers November 2003 - October 2008
Neuberger Berman November 1998 - November 2003
Dreyfus January 1996 - November 1998
US Navy February 1993 - February 1995
Skills
Business Brokerage, Small Business, Real Estate Investment, Real Estate, IT Strategy, IT Management, Data Warehousing, Business Intelligence, Database Management, Integration, Program Management, Architecture, SDLC, Team Leadership, Database Admin, Team Building, Enterprise Architecture, SQL, Databases, Quality Assurance, Software Project..., Investment Properties, PMO, Management, Recruiting, Business Analysis, Vendor Management, Leadership, Project Management, Microsoft SQL Server, Software Development, Management Consulting, Disaster Recovery, Change Management, Project Portfolio..., Strategy, Security, Process Improvement, Executive Management, CRM, Outsourcing, Architectures, Mergers & Acquisitions, Analysis, Project Delivery, Information Technology, Business Process..., Testing, Visio, Requirements Analysis
Education
Berkeley College 1995 — 1996
Business Management
US Navy 1993 — 1995
Bergen Community College 1992 — 1993
Undecided
Elmwood Park Memorial High School 1988 — 1992
Evan Tyner Evan Tyner's Barclays Wealth Experience January 2007 - May 2007
Job Manager at Deloitte
Industry Management Consulting
Experience
Deloitte July 2013 - Present
Goldman Sachs May 2012 - August 2012
Deloitte Consulting July 2008 - June 2011
HSBC Private Bank June 2007 - August 2007
Barclays Wealth January 2007 - May 2007
HarperCollins Publishers June 2006 - August 2006
Skills
Strategy, Business Process..., Strategic Consulting, Strategic Partnerships, Governance, Banking, Human Resources, Training, Recruiting, Strategic Communications, SAP, Business Transformation, Business Case, Consulting, Internal Audit, Organizational..., Data Analysis, Program Management, Business Analysis, Performance Management
Education
Columbia Business School 2011 — 2013
MBA
Cornell University 2004 — 2008
B.S., Industrial and Labor Relations
Deloitte July 2013 - Present
Goldman Sachs May 2012 - August 2012
Deloitte Consulting July 2008 - June 2011
HSBC Private Bank June 2007 - August 2007
Barclays Wealth January 2007 - May 2007
HarperCollins Publishers June 2006 - August 2006
Skills
Strategy, Business Process..., Strategic Consulting, Strategic Partnerships, Governance, Banking, Human Resources, Training, Recruiting, Strategic Communications, SAP, Business Transformation, Business Case, Consulting, Internal Audit, Organizational..., Data Analysis, Program Management, Business Analysis, Performance Management
Education
Columbia Business School 2011 — 2013
MBA
Cornell University 2004 — 2008
B.S., Industrial and Labor Relations
Zachary Stuppy's Barclays Wealth Experience June 2010 - August 2010
Job Founding President at Brave Boat Capital Advisors
Industry Financial Services
Experience
Brave Boat Capital Advisors August 2015 - Present
Credit Suisse May 2011 - August 2015
Barclays Wealth June 2010 - August 2010
Ameriprise Financial Services, Inc. July 2004 - May 2009
Skills
Investments, Financial Modeling, Private Equity, Venture Capital, Wealth Management, Portfolio Management, Risk Management, Investment Management, Asset Managment, Investment Advisory, Wealth, Tax, Financial Planners, Investment Strategies, Series 7, Consulting, Entrepreneurship
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Colgate University 2000 — 2004
BA, Economics
York High School 1996 — 2000
Brave Boat Capital Advisors August 2015 - Present
Credit Suisse May 2011 - August 2015
Barclays Wealth June 2010 - August 2010
Ameriprise Financial Services, Inc. July 2004 - May 2009
Skills
Investments, Financial Modeling, Private Equity, Venture Capital, Wealth Management, Portfolio Management, Risk Management, Investment Management, Asset Managment, Investment Advisory, Wealth, Tax, Financial Planners, Investment Strategies, Series 7, Consulting, Entrepreneurship
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Colgate University 2000 — 2004
BA, Economics
York High School 1996 — 2000
Nicole Drysdale Nicole Drysdale's Barclays Wealth Experience August 2007 - August 2009
Job Compliance Officer
Industry Financial Services
Experience
Barclays Investment Bank April 2015 - Present
JPMorgan Chase July 2013 - Present
Advise Technologies May 2013 - July 2013
MediaMorph September 2012 - January 2013
Philadelphia Volunteer Lawyers for the Arts September 2010 - December 2010
Deutsche Bank July 2010 - August 2010
Barclays Wealth August 2007 - August 2009
Barclays Wealth and Investment Management June 2006 - December 2006
Skills
Research, Legal Research, Intellectual Property, Contract Writing, Negotiation, Mediation, Family Law, Business Strategy, Team Leadership, Operations Management, Financial Planning, Financial Analysis, Strategic Financial..., Hedge Funds, Dodd-Frank, Financial Regulation, Legal Writing, Investment Banking
Education
Temple University - James E. Beasley School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Temple University - Fox School of Business and Management 2011 — 2012
Business/Commerce, General, 4.0
Brooklyn Law School 2011 — 2011
Doctor of Law (J.D.), Law
Northeastern University 2002 — 2007
Bachelor of Science (BS), Finance, General
Barclays Investment Bank April 2015 - Present
JPMorgan Chase July 2013 - Present
Advise Technologies May 2013 - July 2013
MediaMorph September 2012 - January 2013
Philadelphia Volunteer Lawyers for the Arts September 2010 - December 2010
Deutsche Bank July 2010 - August 2010
Barclays Wealth August 2007 - August 2009
Barclays Wealth and Investment Management June 2006 - December 2006
Skills
Research, Legal Research, Intellectual Property, Contract Writing, Negotiation, Mediation, Family Law, Business Strategy, Team Leadership, Operations Management, Financial Planning, Financial Analysis, Strategic Financial..., Hedge Funds, Dodd-Frank, Financial Regulation, Legal Writing, Investment Banking
Education
Temple University - James E. Beasley School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Temple University - Fox School of Business and Management 2011 — 2012
Business/Commerce, General, 4.0
Brooklyn Law School 2011 — 2011
Doctor of Law (J.D.), Law
Northeastern University 2002 — 2007
Bachelor of Science (BS), Finance, General
Jane Choi Jane Choi's Barclays Wealth Experience June 2007 - August 2007
Job Marketing Analytics Consultant
Industry Online Media
Experience
Jane Choi Analytics January 2014 - Present
Hulu February 2012 - January 2014
Goodby, Silverstein & Partners October 2010 - February 2012
OMD April 2009 - October 2010
Barclays Wealth June 2007 - August 2007
Makovsky & Company January 2007 - March 2007
Lincoln Center for the Performing Arts June 2005 - August 2005
Skills
Analytics, E-commerce, Strategic Planning, Analysis, Digital Strategy, Interactive Advertising, Digital Marketing, Digital Media, Online Advertising, Web Analytics, Social Media Marketing, Integrated Marketing, Project Management, Mobile Marketing, Facebook
Education
University of California, Berkeley 2009 — 2009
Marketing
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Dartmouth College 2004 — 2008
BA, Sociology
Jane Choi Analytics January 2014 - Present
Hulu February 2012 - January 2014
Goodby, Silverstein & Partners October 2010 - February 2012
OMD April 2009 - October 2010
Barclays Wealth June 2007 - August 2007
Makovsky & Company January 2007 - March 2007
Lincoln Center for the Performing Arts June 2005 - August 2005
Skills
Analytics, E-commerce, Strategic Planning, Analysis, Digital Strategy, Interactive Advertising, Digital Marketing, Digital Media, Online Advertising, Web Analytics, Social Media Marketing, Integrated Marketing, Project Management, Mobile Marketing, Facebook
Education
University of California, Berkeley 2009 — 2009
Marketing
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Dartmouth College 2004 — 2008
BA, Sociology
Nikolay Iosifov, CPA's Barclays Wealth Experience January 2006 - May 2006
Job MDP Audit Manager National Office Accounting Consultations
Industry Accounting
Experience
Deloitte June 2013 - Present
Deloitte August 2012 - June 2013
Deloitte September 2009 - August 2012
Deloitte September 2007 - September 2009
Barclays Wealth January 2006 - May 2006
Skills
Financial Reporting, Financial Analysis, SEC reporting, Financial Modeling, Audit, SEC filings, Auditing, Sarbanes-Oxley Act, Financial Accounting, Consolidation, IFRS, US GAAP, Accounting, Forecasting, Valuation, Internal Controls, Corporate Finance, Equities, Internal Audit, GAAP, Due Diligence, External Audit, Mergers, Managerial Finance, Business Valuation, CPA, Mergers & Acquisitions
Education
Boston University Questrom School of Business 2003 — 2007
BSBA, Finance and Accounting
Deloitte June 2013 - Present
Deloitte August 2012 - June 2013
Deloitte September 2009 - August 2012
Deloitte September 2007 - September 2009
Barclays Wealth January 2006 - May 2006
Skills
Financial Reporting, Financial Analysis, SEC reporting, Financial Modeling, Audit, SEC filings, Auditing, Sarbanes-Oxley Act, Financial Accounting, Consolidation, IFRS, US GAAP, Accounting, Forecasting, Valuation, Internal Controls, Corporate Finance, Equities, Internal Audit, GAAP, Due Diligence, External Audit, Mergers, Managerial Finance, Business Valuation, CPA, Mergers & Acquisitions
Education
Boston University Questrom School of Business 2003 — 2007
BSBA, Finance and Accounting
Joseph Sclafani, PMP Joseph Sclafani, PMP's Barclays Wealth Experience September 2010 - September 2011
Job Executive Director at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan January 2015 - Present
MUFG Americas August 2014 - January 2015
Infinity Info Systems ( a Genesis10 company) January 2014 - August 2014
Genesis10 August 2012 - July 2014
The C&L Group February 2012 - July 2012
Barclays Wealth September 2010 - September 2011
Barclays Wealth September 2008 - September 2010
Lehman Brothers October 2003 - September 2008
Neuberger Berman November 1998 - October 2003
Dreyfus September 1995 - November 1998
Skills
IT Strategy, Program Management, Integration, Vendor Management, Leadership, Business Intelligence, SDLC, Business Development, Outsourcing, Process Improvement, Project Portfolio..., PMO, IT Management, Business Process, Risk Management, Requirements Analysis, Business Process..., Executive Management, Software Project..., Asset Management, Change Management, Cloud Computing, PMP, Investment Banking, Team Building, Management Consulting, IT Service Management, ITIL, Team Leadership, Talent Acquisition, New Business Development, SaaS, Process Engineering, IT Outsourcing, Talent Management, Business Management, Analytics, Managed Services, Mobile Applications, Salesforce.com, Agile, Consultancy, Transition Planning, ITSM, Service Desk, Application Support, Application Development, K2, Cyber-security, Agile Methodologies
Education
Adelphi University 1984 — 1988
B.A 1988, Management and Communication
New York University
M.S, Management and Systems
J.P. Morgan January 2015 - Present
MUFG Americas August 2014 - January 2015
Infinity Info Systems ( a Genesis10 company) January 2014 - August 2014
Genesis10 August 2012 - July 2014
The C&L Group February 2012 - July 2012
Barclays Wealth September 2010 - September 2011
Barclays Wealth September 2008 - September 2010
Lehman Brothers October 2003 - September 2008
Neuberger Berman November 1998 - October 2003
Dreyfus September 1995 - November 1998
Skills
IT Strategy, Program Management, Integration, Vendor Management, Leadership, Business Intelligence, SDLC, Business Development, Outsourcing, Process Improvement, Project Portfolio..., PMO, IT Management, Business Process, Risk Management, Requirements Analysis, Business Process..., Executive Management, Software Project..., Asset Management, Change Management, Cloud Computing, PMP, Investment Banking, Team Building, Management Consulting, IT Service Management, ITIL, Team Leadership, Talent Acquisition, New Business Development, SaaS, Process Engineering, IT Outsourcing, Talent Management, Business Management, Analytics, Managed Services, Mobile Applications, Salesforce.com, Agile, Consultancy, Transition Planning, ITSM, Service Desk, Application Support, Application Development, K2, Cyber-security, Agile Methodologies
Education
Adelphi University 1984 — 1988
B.A 1988, Management and Communication
New York University
M.S, Management and Systems
Jeff Sperling Jeff Sperling's Barclays Wealth Experience December 1996 - July 1999
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2005 - Present
UBS Wealth Management July 1999 - July 2005
Barclays Wealth December 1996 - July 1999
Skills
Fixed Income, Equities, Structured Products, Commodity, Options, Structured Finance, Investments, Emerging Markets, Derivatives, Trading, Portfolio Management, Alternative Investments, Capital Markets, Wealth Management, Bonds, FX Options, Finance, Asset Management
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance, Information and Communication Systems
University of Maryland College Park 1986 — 1991
Bachelor of Science (B.S.), Natural Resource Economics
Deutsche Bank July 2005 - Present
UBS Wealth Management July 1999 - July 2005
Barclays Wealth December 1996 - July 1999
Skills
Fixed Income, Equities, Structured Products, Commodity, Options, Structured Finance, Investments, Emerging Markets, Derivatives, Trading, Portfolio Management, Alternative Investments, Capital Markets, Wealth Management, Bonds, FX Options, Finance, Asset Management
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance, Information and Communication Systems
University of Maryland College Park 1986 — 1991
Bachelor of Science (B.S.), Natural Resource Economics
Dan Pitluk Dan Pitluk's Barclays Wealth Experience January 2011 - May 2011
Job MDM Consultant / Informatica MDM Product Expert
Industry Information Technology and Services
Experience
Merck April 2014 - Present
Visum Technology Group January 2000 - Present
Hewlett-Packard May 2013 - March 2014
Novo Nordisk A/S October 2012 - April 2013
Novartis Consumer Health March 2012 - September 2012
Pfizer August 2011 - January 2012
Genentech May 2011 - August 2011
Barclays Wealth January 2011 - May 2011
Merck February 2009 - December 2010
SBLI USA Mutual Life Insurance Company January 2001 - December 2009
Skills
Data Warehousing, Epiphany, Marketing Solutions, Master Data Management, Informatica, informatica mdm, Siperian, Customer Data..., Product Information..., CRM, Databases, Marketing, ETL, PL/SQL, SDLC, Requirements Analysis, Enterprise Software, Microsoft SQL Server, Data Integration, Data Modeling, Consulting, Strategy, Data Quality, Business Analysis, Business Intelligence, Oracle, Enterprise Architecture, Integration, Data Governance, IT Strategy, Analytics, Data Management
Education
Lafayette College 1988 — 1992
BS
Merck April 2014 - Present
Visum Technology Group January 2000 - Present
Hewlett-Packard May 2013 - March 2014
Novo Nordisk A/S October 2012 - April 2013
Novartis Consumer Health March 2012 - September 2012
Pfizer August 2011 - January 2012
Genentech May 2011 - August 2011
Barclays Wealth January 2011 - May 2011
Merck February 2009 - December 2010
SBLI USA Mutual Life Insurance Company January 2001 - December 2009
Skills
Data Warehousing, Epiphany, Marketing Solutions, Master Data Management, Informatica, informatica mdm, Siperian, Customer Data..., Product Information..., CRM, Databases, Marketing, ETL, PL/SQL, SDLC, Requirements Analysis, Enterprise Software, Microsoft SQL Server, Data Integration, Data Modeling, Consulting, Strategy, Data Quality, Business Analysis, Business Intelligence, Oracle, Enterprise Architecture, Integration, Data Governance, IT Strategy, Analytics, Data Management
Education
Lafayette College 1988 — 1992
BS
Patrick Pollifrone Patrick Pollifrone's Barclays Wealth Experience October 2008 - May 2011
Job Manager of Forecasting at Shionogi Inc.
Industry Pharmaceuticals
Experience
Shionogi Inc. September 2013 - Present
Shionogi Inc. June 2012 - September 2013
Avaya May 2011 - May 2012
Barclays Wealth October 2008 - May 2011
Lehman Brothers June 2007 - September 2008
Infinity Consulting Group May 2005 - May 2006
Skills
Financial Modeling, Business Analysis, Financial Analysis, Process Improvement, PeopleSoft, Portfolio Management, Finance, Due Diligence, IPD Analytics, PriceRx, Wolters Kluwer, Profit & Loss, IMS Health, ValueCentric, Business Process..., Vendor Management, Financial Services, Forecasting, Risk Management, Data Analysis, Financial Reporting, Change Management, Project Planning, Strategic Financial...
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2010
BS, Accounting
Brookdale Community College 2001 — 2007
Associate of Arts (AA), Business Administration and Management, General
Manalapan High 1997 — 2001
Shionogi Inc. September 2013 - Present
Shionogi Inc. June 2012 - September 2013
Avaya May 2011 - May 2012
Barclays Wealth October 2008 - May 2011
Lehman Brothers June 2007 - September 2008
Infinity Consulting Group May 2005 - May 2006
Skills
Financial Modeling, Business Analysis, Financial Analysis, Process Improvement, PeopleSoft, Portfolio Management, Finance, Due Diligence, IPD Analytics, PriceRx, Wolters Kluwer, Profit & Loss, IMS Health, ValueCentric, Business Process..., Vendor Management, Financial Services, Forecasting, Risk Management, Data Analysis, Financial Reporting, Change Management, Project Planning, Strategic Financial...
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2010
BS, Accounting
Brookdale Community College 2001 — 2007
Associate of Arts (AA), Business Administration and Management, General
Manalapan High 1997 — 2001
James Lanahan James Lanahan's Barclays Wealth Experience 2004 - 2011
Job Consultant at UNIQUE PRINT WORKS and iPartnermedia.com/Consultant for JSK Enterprises
Industry Information Technology and Services
Experience
J. S. K. ENTERPRISES September 2012 - Present
DTOSI Xerox Authorized Sales Agency September 2011 - September 2012
Essintial Enterprise Solutions September 2010 - February 2011
Barclays Wealth 2004 - 2011
National Support Services-North America January 2009 - September 2010
Northrop Grumman Information Technology January 2000 - January 2009
ESSC [Enterprising Service Solutions Corporation January 1987 - January 2000
Centronics Corporation January 1978 - January 1987
United States Air Force January 1974 - January 1978
United States Postal Service January 1969 - January 1974
Skills
Windows Server, Hardware, Servers, Troubleshooting, Process Improvement, HP, Dell Computers, Laptops, Printers, Desktop Computers, Business Development, Account Management, Software Installation, Telecommunications, Technical Support, Data Center, Networking, System Deployment, Windows XP, Computer Hardware, Security, Storage, Wireless Networking, Network Administration, System Administration, Help Desk Support, Routers, Managed Services, IT Service Management, Operating Systems, Disaster Recovery, Cloud Computing, SAN, VoIP, Integration, Active Directory, Windows 7, A+ Certified, Professional Services, IT Management, Customer Service, Sales, Strategic Planning
Education
Community College of the Air Force 1974 — 1978
Broward College
Business
J. S. K. ENTERPRISES September 2012 - Present
DTOSI Xerox Authorized Sales Agency September 2011 - September 2012
Essintial Enterprise Solutions September 2010 - February 2011
Barclays Wealth 2004 - 2011
National Support Services-North America January 2009 - September 2010
Northrop Grumman Information Technology January 2000 - January 2009
ESSC [Enterprising Service Solutions Corporation January 1987 - January 2000
Centronics Corporation January 1978 - January 1987
United States Air Force January 1974 - January 1978
United States Postal Service January 1969 - January 1974
Skills
Windows Server, Hardware, Servers, Troubleshooting, Process Improvement, HP, Dell Computers, Laptops, Printers, Desktop Computers, Business Development, Account Management, Software Installation, Telecommunications, Technical Support, Data Center, Networking, System Deployment, Windows XP, Computer Hardware, Security, Storage, Wireless Networking, Network Administration, System Administration, Help Desk Support, Routers, Managed Services, IT Service Management, Operating Systems, Disaster Recovery, Cloud Computing, SAN, VoIP, Integration, Active Directory, Windows 7, A+ Certified, Professional Services, IT Management, Customer Service, Sales, Strategic Planning
Education
Community College of the Air Force 1974 — 1978
Broward College
Business
Leyla Ozlem Oklu Leyla Ozlem Oklu's Barclays Wealth Experience May 2010 - October 2014
Job Vice President Asset Mangement at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Barclay's Wealth May 2010 - October 2014
Barclay's Wealth May 2010 - October 2014
TIAA-CREF December 2005 - May 2010
Citi 2009 - 2010
T Rowe Price July 2005 - December 2005
Morgan Stanley August 2000 - January 2002
Morgan Stanley February 2000 - August 2000
Salomon Smith Barney June 1998 - January 2000
Skills
Visio, Strategy, Program Management, Analysis, Project Management, Software Documentation, Management, Quality Assurance, Strategic Financial..., Testing, Wealth Management, Access
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
MBA, Computer Information Systems
New York University 1994 — 1998
BA, Economics
JPMorgan Chase & Co. November 2014 - Present
Barclay's Wealth May 2010 - October 2014
Barclay's Wealth May 2010 - October 2014
TIAA-CREF December 2005 - May 2010
Citi 2009 - 2010
T Rowe Price July 2005 - December 2005
Morgan Stanley August 2000 - January 2002
Morgan Stanley February 2000 - August 2000
Salomon Smith Barney June 1998 - January 2000
Skills
Visio, Strategy, Program Management, Analysis, Project Management, Software Documentation, Management, Quality Assurance, Strategic Financial..., Testing, Wealth Management, Access
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
MBA, Computer Information Systems
New York University 1994 — 1998
BA, Economics
Nelson Ortiguera Nelson Ortiguera's Barclays Wealth Experience March 2010 - Present
Job Specialist at Barclays Wealth
Industry Information Technology and Services
Experience
Barclays Wealth March 2010 - Present
Merrill Lynch June 2009 - March 2010
EDS Group, an HP Company April 2003 - December 2008
Pfizer 2002 - 2003
Swissair 1998 - 2001
Education
Hofstra University 1990 — 1995
BBA, Banking and Finance
Stony Brook University
Barclays Wealth March 2010 - Present
Merrill Lynch June 2009 - March 2010
EDS Group, an HP Company April 2003 - December 2008
Pfizer 2002 - 2003
Swissair 1998 - 2001
Education
Hofstra University 1990 — 1995
BBA, Banking and Finance
Stony Brook University
Odette Rodrigues's Barclays Wealth Experience July 2009 - February 2011
Job Associate at Barclays
Industry Financial Services
Experience
Barclays July 2013 - Present
Barclays Capital March 2011 - Present
Barclays 2009 - 2014
Barclays 2009 - 2014
Barclays 2009 - 2014
Barclays Wealth July 2009 - February 2011
Lehman Brothers May 2008 - August 2008
NJ SEEDS May 2006 - August 2006
Education
Harvard University 2005 — 2009
Newark Academy 2001 — 2005
High School, International Baccalaureate
N/A
Barclays July 2013 - Present
Barclays Capital March 2011 - Present
Barclays 2009 - 2014
Barclays 2009 - 2014
Barclays 2009 - 2014
Barclays Wealth July 2009 - February 2011
Lehman Brothers May 2008 - August 2008
NJ SEEDS May 2006 - August 2006
Education
Harvard University 2005 — 2009
Newark Academy 2001 — 2005
High School, International Baccalaureate
N/A
HEATH LEVINE HEATH LEVINE's Barclays Wealth Experience December 2011 - April 2015
Job Senior Portfolio Manager at Bank of America
Industry Financial Services
Experience
Bank of America April 2015 - Present
Barclays Wealth December 2011 - April 2015
HSBC Private Bank November 2010 - November 2011
Citibank, N.A August 2006 - October 2010
Wachovia August 2002 - August 2006
Skills
Portfolio Management, Credit, Private Banking, Credit Risk, Risk Management, Banking, Corporate Finance, Due Diligence, Commercial Banking, Mergers & Acquisitions, Financial Services, Bloomberg, Credit Analysis, Valuation, Hedge Funds, Mortgage Lending, Commercial Lending, Loans, Financial Risk, Small Business Lending, Equities, Fixed Income, Retail Banking, Wealth Management, Capital Markets, Alternative Investments, Finance, Underwriting, Series 7, Relationship Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
MBA, Corporate Finance
Queens College 1983 — 1985
BA, History
Bank of America April 2015 - Present
Barclays Wealth December 2011 - April 2015
HSBC Private Bank November 2010 - November 2011
Citibank, N.A August 2006 - October 2010
Wachovia August 2002 - August 2006
Skills
Portfolio Management, Credit, Private Banking, Credit Risk, Risk Management, Banking, Corporate Finance, Due Diligence, Commercial Banking, Mergers & Acquisitions, Financial Services, Bloomberg, Credit Analysis, Valuation, Hedge Funds, Mortgage Lending, Commercial Lending, Loans, Financial Risk, Small Business Lending, Equities, Fixed Income, Retail Banking, Wealth Management, Capital Markets, Alternative Investments, Finance, Underwriting, Series 7, Relationship Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
MBA, Corporate Finance
Queens College 1983 — 1985
BA, History
Kaitlin Love Kaitlin Love's Barclays Wealth Experience June 2006 - August 2006
Job
Industry International Trade and Development
Experience
Ipsos Public Affairs April 2014 - Present
Drum Cussac March 2013 - April 2014
Booz Allen Hamilton December 2012 - May 2013
Arab Development Initiative January 2012 - October 2012
The Bassiouni Group May 2012 - August 2012
Cohen Weiss and Simon LLP May 2010 - July 2011
EdisonLearning July 2009 - December 2009
International College September 2008 - December 2008
Student World Assembly 2007 - 2007
Barclays Wealth June 2006 - August 2006
Skills
International Relations, Middle East, International..., Program Evaluation, Economic Development, Grant Writing, Arabic, French, Global Politics, Consulting, Strategic Communications, Policy Analysis, Foreign Policy, Political Science, Politics, Editing, Analysis
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration, Economic and Political Development - Middle East
Brown University 2004 — 2008
BA, International Relations
The American University in Cairo 2006 — 2007
Non-Degree, Study Abroad Student
Kent Place School 2000 — 2004
Ipsos Public Affairs April 2014 - Present
Drum Cussac March 2013 - April 2014
Booz Allen Hamilton December 2012 - May 2013
Arab Development Initiative January 2012 - October 2012
The Bassiouni Group May 2012 - August 2012
Cohen Weiss and Simon LLP May 2010 - July 2011
EdisonLearning July 2009 - December 2009
International College September 2008 - December 2008
Student World Assembly 2007 - 2007
Barclays Wealth June 2006 - August 2006
Skills
International Relations, Middle East, International..., Program Evaluation, Economic Development, Grant Writing, Arabic, French, Global Politics, Consulting, Strategic Communications, Policy Analysis, Foreign Policy, Political Science, Politics, Editing, Analysis
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration, Economic and Political Development - Middle East
Brown University 2004 — 2008
BA, International Relations
The American University in Cairo 2006 — 2007
Non-Degree, Study Abroad Student
Kent Place School 2000 — 2004
Nicolas Leveque Nicolas Leveque's Barclays Wealth Experience June 2006 - July 2007
Job Senior Data Architect at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank September 2014 - Present
Deutsche Bank July 2010 - September 2014
XChanging (Lloyd's of London's processing bureau) February 2009 - August 2010
Capital International Limited September 2007 - February 2009
Barclays Wealth June 2006 - July 2007
UBS 2005 - 2006
BT 2004 - 2005
GSK September 2003 - July 2004
British American Tobacco 2002 - 2003
Eli Lilly 2001 - 2002
Skills
Data Quality, ETL, Data Architecture, Data Integration, EAI, Data Profiling, Data Warehousing, Oracle, Data Marts, Enterprise Architecture, UML, Data Warehouse..., XML, Requirements Gathering, SDLC, Oracle Applications, Database Design, PL/SQL, Data Modeling, T-SQL, Data Migration, SSIS, Business Intelligence, Visual Basic, IT Strategy, Master Data Management, SOA, VBA, Databases, System Architecture, Microstrategy, Business Process, Solution Architecture
Education
ESIEA 1991 — 1996
Master of Science, Computing
Ecole supérieure d'Informatique, Electronique et Automatique / ESIEA 1991 — 1996
Master of Science (M.Sc.), Computer Science
Deutsche Bank September 2014 - Present
Deutsche Bank July 2010 - September 2014
XChanging (Lloyd's of London's processing bureau) February 2009 - August 2010
Capital International Limited September 2007 - February 2009
Barclays Wealth June 2006 - July 2007
UBS 2005 - 2006
BT 2004 - 2005
GSK September 2003 - July 2004
British American Tobacco 2002 - 2003
Eli Lilly 2001 - 2002
Skills
Data Quality, ETL, Data Architecture, Data Integration, EAI, Data Profiling, Data Warehousing, Oracle, Data Marts, Enterprise Architecture, UML, Data Warehouse..., XML, Requirements Gathering, SDLC, Oracle Applications, Database Design, PL/SQL, Data Modeling, T-SQL, Data Migration, SSIS, Business Intelligence, Visual Basic, IT Strategy, Master Data Management, SOA, VBA, Databases, System Architecture, Microstrategy, Business Process, Solution Architecture
Education
ESIEA 1991 — 1996
Master of Science, Computing
Ecole supérieure d'Informatique, Electronique et Automatique / ESIEA 1991 — 1996
Master of Science (M.Sc.), Computer Science
Fanny Abbes Fanny Abbes's Barclays Wealth Experience August 2007 - April 2011
Job Creative Director at The New Design Project
Industry Design
Experience
The New Design Project 2013 - Present
Barclays Wealth August 2007 - April 2011
UBS Wealth Management December 2004 - July 2007
Dexia Banque Internationale à Luxembourg March 2001 - October 2004
Murdock Capital Partners September 1998 - August 1999
Skills
Interior Design, Space Planning, Furniture Design, Interior Styling, Interior Renovation..., Risk Management, Credit Analysis, CRM, Risk Analysis, Contract Negotiation, Risk Mitigation, Client Interfacing, English: Fluent, Client Relationship..., French: Native, Negotiating Contracts, Spanish: intermediate..., Banking, Investments, Derivatives, Structured Finance, Asset Management, Credit, Project Management, Financial Markets, Portfolio Management, Wealth Management
Education
Parsons School of Design 2011 — 2013
Certificate, Interior Design
Audencia Nantes Ecole de Management 1996 — 2000
BA, Finance, Marketing
The New Design Project 2013 - Present
Barclays Wealth August 2007 - April 2011
UBS Wealth Management December 2004 - July 2007
Dexia Banque Internationale à Luxembourg March 2001 - October 2004
Murdock Capital Partners September 1998 - August 1999
Skills
Interior Design, Space Planning, Furniture Design, Interior Styling, Interior Renovation..., Risk Management, Credit Analysis, CRM, Risk Analysis, Contract Negotiation, Risk Mitigation, Client Interfacing, English: Fluent, Client Relationship..., French: Native, Negotiating Contracts, Spanish: intermediate..., Banking, Investments, Derivatives, Structured Finance, Asset Management, Credit, Project Management, Financial Markets, Portfolio Management, Wealth Management
Education
Parsons School of Design 2011 — 2013
Certificate, Interior Design
Audencia Nantes Ecole de Management 1996 — 2000
BA, Finance, Marketing
Sarah E. Alderman Sarah E. Alderman's Barclays Wealth Experience 2008 - 2011
Job Compliance Officer at Dreman Value Management, LLC
Industry Financial Services
Experience
Dreman Value Management, LLC July 2015 - Present
Barclays Wealth and Investment Management January 2013 - July 2015
Barclays July 2011 - January 2013
Barclays Wealth 2008 - 2011
Merrill Lynch 2005 - 2008
Lebenthal 2005 - 2005
Lehman Brothers 2000 - 2004
Education
Florida Atlantic University
Finance
Dreman Value Management, LLC July 2015 - Present
Barclays Wealth and Investment Management January 2013 - July 2015
Barclays July 2011 - January 2013
Barclays Wealth 2008 - 2011
Merrill Lynch 2005 - 2008
Lebenthal 2005 - 2005
Lehman Brothers 2000 - 2004
Education
Florida Atlantic University
Finance
Vikram Sharma, PMP's Barclays Wealth Experience October 2010 - January 2011
Job Lead Project Manager at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
Morgan Stanley October 2011 - July 2014
Citi Group February 2011 - September 2011
Barclays Wealth October 2010 - January 2011
J P Morgan Securities November 2009 - September 2010
CitiGroup January 2008 - October 2009
State Street August 2006 - January 2008
Brown Brothers Harriman November 2005 - July 2006
Fannie Mae November 2004 - October 2005
Johnson Controls August 1998 - September 2004
Skills
Business Analysis, PMO, Project Management, Program Management, Onboarding, Change Management, SDLC, Project Portfolio..., Management, PMP, Vendor Management, Risk Management, Information Technology, Software Project..., Agile Methodologies, Requirements Analysis, Business Intelligence, IT Strategy, Project Delivery, Requirements Gathering
Education
Bangalore University 1994 — 1998
Citi July 2014 - Present
Morgan Stanley October 2011 - July 2014
Citi Group February 2011 - September 2011
Barclays Wealth October 2010 - January 2011
J P Morgan Securities November 2009 - September 2010
CitiGroup January 2008 - October 2009
State Street August 2006 - January 2008
Brown Brothers Harriman November 2005 - July 2006
Fannie Mae November 2004 - October 2005
Johnson Controls August 1998 - September 2004
Skills
Business Analysis, PMO, Project Management, Program Management, Onboarding, Change Management, SDLC, Project Portfolio..., Management, PMP, Vendor Management, Risk Management, Information Technology, Software Project..., Agile Methodologies, Requirements Analysis, Business Intelligence, IT Strategy, Project Delivery, Requirements Gathering
Education
Bangalore University 1994 — 1998
Julia Korman Julia Korman's Barclays Wealth Experience September 2010 - Present
Job Information Technology and Services Professional Assistant Vice President at Barclay's
Industry Financial Services
Experience
Barclays Wealth September 2010 - Present
The Reserve Funds March 2009 - July 2010
The Reserve Funds September 2007 - March 2009
UBS September 2006 - August 2007
MERRILL LYNCH October 2001 - December 2005
Bank Leumi 1988 - 1993
Skills
SDLC, Fixed Income, Project Management, SQL, Software Documentation, Program Management, Asset Managment, Software Development, Visio, Asset Management, Business Analysis, COBOL, Quality Assurance, DB2, JCL, Equities, Leadership, Requirements Gathering, Management
Education
Belarusian State University
BS, Civil Engeneering
Barclays Wealth September 2010 - Present
The Reserve Funds March 2009 - July 2010
The Reserve Funds September 2007 - March 2009
UBS September 2006 - August 2007
MERRILL LYNCH October 2001 - December 2005
Bank Leumi 1988 - 1993
Skills
SDLC, Fixed Income, Project Management, SQL, Software Documentation, Program Management, Asset Managment, Software Development, Visio, Asset Management, Business Analysis, COBOL, Quality Assurance, DB2, JCL, Equities, Leadership, Requirements Gathering, Management
Education
Belarusian State University
BS, Civil Engeneering
Jeff Vegh Jeff Vegh's Barclays Wealth Experience June 2009 - December 2012
Job AML Compliance Professional, CAMS, AMLCA
Industry Financial Services
Experience
Citi September 2014 - Present
Lloyds Banking Group - North America December 2012 - September 2014
Barclays Wealth June 2009 - December 2012
RBS Greenwich Capital February 2009 - June 2009
Goldman Sachs December 2007 - December 2008
Société Générale Corporate and Investment Banking October 2007 - December 2007
Bank of New York Mellon August 2006 - August 2007
Deutsche Bank March 2006 - August 2006
Skills
AML, KYC, USA PATRIOT Act, Due Diligence, Anti Money Laundering, Sanction, Compliance, FINRA, Securities, Commercial Banking, Wholesale Banking, Wealth Management, EDD, BSA, OFAC, Sanctions, CAMS, Financial Services, Bank Secrecy Act, Brokerage, High Net Worth..., Certified Anti-Money..., Fraud, Corporate Governance, Financial Regulation, RMA, SWIFT Messaging, Third Party Vendors, Quality Assurance, Financial Crimes..., FinCEN, Policy Writing
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Yeshivah of Flatbush 1996 — 2000
Citi September 2014 - Present
Lloyds Banking Group - North America December 2012 - September 2014
Barclays Wealth June 2009 - December 2012
RBS Greenwich Capital February 2009 - June 2009
Goldman Sachs December 2007 - December 2008
Société Générale Corporate and Investment Banking October 2007 - December 2007
Bank of New York Mellon August 2006 - August 2007
Deutsche Bank March 2006 - August 2006
Skills
AML, KYC, USA PATRIOT Act, Due Diligence, Anti Money Laundering, Sanction, Compliance, FINRA, Securities, Commercial Banking, Wholesale Banking, Wealth Management, EDD, BSA, OFAC, Sanctions, CAMS, Financial Services, Bank Secrecy Act, Brokerage, High Net Worth..., Certified Anti-Money..., Fraud, Corporate Governance, Financial Regulation, RMA, SWIFT Messaging, Third Party Vendors, Quality Assurance, Financial Crimes..., FinCEN, Policy Writing
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Yeshivah of Flatbush 1996 — 2000
Hannah Chapelier Hannah Chapelier's Barclays Wealth Experience January 2011 - February 2011
Job Charter Assistant chez Burgess
Industry Leisure, Travel & Tourism
Experience
Burgess September 2014 - Present
Sotheby's International Realty October 2012 - September 2013
Yacht Club de Monaco November 2011 - December 2011
OceanStyle Yachting June 2011 - August 2011
Barclays Wealth January 2011 - February 2011
Skills
Marketing, CRM, Marketing Strategy, Coordinating Events, Social Media, Marketing Communications, Social Media Marketing, Advertising, Event Management, Adobe Photoshop, Event Planning, Negotiation, Public Relations, Photoshop, PowerPoint, Microsoft Office, Microsoft Excel, Communication marketing, Relations publiques, Vente, Management, Stratégie marketing, Réseaux sociaux, Gestion d'évènement
Education
IDRAC Business school 2014 — 2015
Master's degree
Independent Colleges, Dublin 2013 — 2014
Master 1
IDRAC/Sup de com 2012 — 2013
Licentiate degree
IDRAC/Sup' de com Sophia Antipolis 2010 — 2012
BTS
Burgess September 2014 - Present
Sotheby's International Realty October 2012 - September 2013
Yacht Club de Monaco November 2011 - December 2011
OceanStyle Yachting June 2011 - August 2011
Barclays Wealth January 2011 - February 2011
Skills
Marketing, CRM, Marketing Strategy, Coordinating Events, Social Media, Marketing Communications, Social Media Marketing, Advertising, Event Management, Adobe Photoshop, Event Planning, Negotiation, Public Relations, Photoshop, PowerPoint, Microsoft Office, Microsoft Excel, Communication marketing, Relations publiques, Vente, Management, Stratégie marketing, Réseaux sociaux, Gestion d'évènement
Education
IDRAC Business school 2014 — 2015
Master's degree
Independent Colleges, Dublin 2013 — 2014
Master 1
IDRAC/Sup de com 2012 — 2013
Licentiate degree
IDRAC/Sup' de com Sophia Antipolis 2010 — 2012
BTS
Gary DiPinto's Barclays Wealth Experience February 2010 - June 2010
Job QA Analyst/IT Professional
Industry Information Technology and Services
Experience
GD SOURCE INC. February 2010 - Present
SeniorNet June 2009 - Present
Barclays Wealth February 2010 - June 2010
Merrill Lynch September 2006 - February 2009
MarketAxess Corp 2001 - 2006
Infragistics (formerly Sheridan Software Systems) 1995 - 2000
Computer Associates, International (CA Inc.) 1988 - 1995
Skills
SQL, RDBMS, Skype, Software Quality..., SDLC, ClearQuest, Oracle, Databases, User Acceptance Testing, Visio, Test Cases, Project Management, Software Documentation, Windows, Windows 7
Education
Suffolk County Community College 2010 — 2011
Health IT Certificate Program
Hofstra University
Microsoft Visual Basic Programming Certificate
Hofstra University
Database Design Certificate program- RDBMS, SQL, Oracle, Access, Visual Basic
Nassau Community College
AS, Bus Admin
GD SOURCE INC. February 2010 - Present
SeniorNet June 2009 - Present
Barclays Wealth February 2010 - June 2010
Merrill Lynch September 2006 - February 2009
MarketAxess Corp 2001 - 2006
Infragistics (formerly Sheridan Software Systems) 1995 - 2000
Computer Associates, International (CA Inc.) 1988 - 1995
Skills
SQL, RDBMS, Skype, Software Quality..., SDLC, ClearQuest, Oracle, Databases, User Acceptance Testing, Visio, Test Cases, Project Management, Software Documentation, Windows, Windows 7
Education
Suffolk County Community College 2010 — 2011
Health IT Certificate Program
Hofstra University
Microsoft Visual Basic Programming Certificate
Hofstra University
Database Design Certificate program- RDBMS, SQL, Oracle, Access, Visual Basic
Nassau Community College
AS, Bus Admin
Anetta S Matias Anetta S Matias's Barclays Wealth Experience January 2008 - Present
Job Wealth Managment Reporting Analyst
Industry Investment Banking
Experience
Barclays Wealth January 2008 - Present
Cultural Care Au Pair September 2014 - May 2015
Barclays Wealth July 2008 - May 2015
Commerce Bank August 2005 - July 2008
Commerce Bank 2005 - 2008
Holiday Inn 2004 - 2005
Treasury Department Poland January 1998 - January 1999
Skills
Excel, Banking, Financial Analysis, Customer Service, PowerPoint, Outlook, Word, Microsoft Office, Teamwork, Accounting, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
BBA, Finance and Investments
West Chester University of Pennsylvania 2003 — 2005
Management
1997 — 2000
BBA, Marketing
Barclays Wealth January 2008 - Present
Cultural Care Au Pair September 2014 - May 2015
Barclays Wealth July 2008 - May 2015
Commerce Bank August 2005 - July 2008
Commerce Bank 2005 - 2008
Holiday Inn 2004 - 2005
Treasury Department Poland January 1998 - January 1999
Skills
Excel, Banking, Financial Analysis, Customer Service, PowerPoint, Outlook, Word, Microsoft Office, Teamwork, Accounting, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
BBA, Finance and Investments
West Chester University of Pennsylvania 2003 — 2005
Management
1997 — 2000
BBA, Marketing
ALFIA ILICHEVA ALFIA ILICHEVA's Barclays Wealth Experience 2007 - 2007
Job Engagement Manager at Fahrenheit 212
Industry Management Consulting
Experience
Fahrenheit 212 2013 - Present
Bank of America Merrill Lynch July 2012 - August 2012
Bulgari 2012 - 2012
Cartier 2012 - 2012
Royal Bank of Scotland Group 2008 - 2011
Barclays Wealth 2007 - 2007
Skills
Emerging Markets, Capital Markets, Valuation, Corporate Finance, Investment Banking, Foreign Languages, Strategic Consulting, Corporate Development, Economics, Financial Modeling, Strategy, Business Strategy, Investments, Due Diligence, Financial Analysis
Education
Columbia University - Columbia Business School
MBA, Dean's List
Georgetown University
BSFS, International Affairs, Cum Laude, Dean's List
Dwight Englewood
High School Diploma
Fahrenheit 212 2013 - Present
Bank of America Merrill Lynch July 2012 - August 2012
Bulgari 2012 - 2012
Cartier 2012 - 2012
Royal Bank of Scotland Group 2008 - 2011
Barclays Wealth 2007 - 2007
Skills
Emerging Markets, Capital Markets, Valuation, Corporate Finance, Investment Banking, Foreign Languages, Strategic Consulting, Corporate Development, Economics, Financial Modeling, Strategy, Business Strategy, Investments, Due Diligence, Financial Analysis
Education
Columbia University - Columbia Business School
MBA, Dean's List
Georgetown University
BSFS, International Affairs, Cum Laude, Dean's List
Dwight Englewood
High School Diploma
Ashley Ponce's Barclays Wealth Experience July 2008 - June 2010
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Citi May 2014 - June 2015
Bristol-Myers Squibb June 2012 - May 2014
Practice Fusion July 2011 - August 2011
Kaiser Permanente May 2011 - July 2011
Barclays Wealth July 2008 - June 2010
Skills
Financial Modeling, Healthcare Information..., Strategic Partnerships, Change Management, Strategic Communications, Financial Analysis, Strategy, Business Development, Management Consulting, Data Analysis
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (MBA)
Yale University 2004 — 2008
BA, Economics
Morgan Stanley June 2015 - Present
Citi May 2014 - June 2015
Bristol-Myers Squibb June 2012 - May 2014
Practice Fusion July 2011 - August 2011
Kaiser Permanente May 2011 - July 2011
Barclays Wealth July 2008 - June 2010
Skills
Financial Modeling, Healthcare Information..., Strategic Partnerships, Change Management, Strategic Communications, Financial Analysis, Strategy, Business Development, Management Consulting, Data Analysis
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (MBA)
Yale University 2004 — 2008
BA, Economics
Heather Murree's Barclays Wealth Experience 2003 - September 2006
Job Realtor at Royall LePage Triland Realty
Industry Real Estate
Experience
Royal LePage Triland Realty May 2007 - Present
Barclays Wealth 2003 - September 2006
Bausch + Lomb January 1991 - November 1992
CIBA Vision January 1989 - January 1991
Skills
First Time Home Buyers
Education
Douglas College 1975 — 1977
Business
Royal LePage Triland Realty May 2007 - Present
Barclays Wealth 2003 - September 2006
Bausch + Lomb January 1991 - November 1992
CIBA Vision January 1989 - January 1991
Skills
First Time Home Buyers
Education
Douglas College 1975 — 1977
Business
Catherine McCool's Barclays Wealth Experience February 2008 - May 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan July 2009 - July 2012
J.P. Morgan May 2008 - August 2008
Barclays Wealth February 2008 - May 2008
Morgan Stanley May 2007 - August 2007
Skills
Private Banking, Asset Management, Series 7, Series 63
Education
Boston College 2005 — 2009
B.S., Finance, Marketing
New Canaan High School 2001 — 2005
J.P. Morgan July 2012 - Present
J.P. Morgan July 2009 - July 2012
J.P. Morgan May 2008 - August 2008
Barclays Wealth February 2008 - May 2008
Morgan Stanley May 2007 - August 2007
Skills
Private Banking, Asset Management, Series 7, Series 63
Education
Boston College 2005 — 2009
B.S., Finance, Marketing
New Canaan High School 2001 — 2005
Dominick Trapasso Dominick Trapasso's Barclays Wealth Experience September 2008 - April 2009
Job Senior Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2011 - Present
Credit Suisse April 2009 - May 2011
Barclays Wealth September 2008 - April 2009
Lehman Brothers May 2002 - September 2008
KPMG 1999 - 2003
Skills
Equities, Fixed Income, Capital Markets, Due Diligence, Asset Managment, Private Equity, Alternative Investments, Hedge Funds, Financial Analysis, Portfolio Management, Investments, CPA, Asset Management, Investment Advisory, High Net Worth..., FINRA, Asset Allocation, Family Office, Series 7, Mutual Funds, Securities, Wealth Management, Series 63, Bloomberg, Derivatives, Investment Management, Investment Strategies, ETFs
Education
Clemson University 1995 — 1999
BS, Accounting
Clemson University - College of Business and Behavioral Science 1995 — 1999
Bachelor of Science, Accounting
Page High School
Nuveen Investments June 2011 - Present
Credit Suisse April 2009 - May 2011
Barclays Wealth September 2008 - April 2009
Lehman Brothers May 2002 - September 2008
KPMG 1999 - 2003
Skills
Equities, Fixed Income, Capital Markets, Due Diligence, Asset Managment, Private Equity, Alternative Investments, Hedge Funds, Financial Analysis, Portfolio Management, Investments, CPA, Asset Management, Investment Advisory, High Net Worth..., FINRA, Asset Allocation, Family Office, Series 7, Mutual Funds, Securities, Wealth Management, Series 63, Bloomberg, Derivatives, Investment Management, Investment Strategies, ETFs
Education
Clemson University 1995 — 1999
BS, Accounting
Clemson University - College of Business and Behavioral Science 1995 — 1999
Bachelor of Science, Accounting
Page High School
Cedric Cazes Cedric Cazes's Barclays Wealth Experience January 2007 - December 2010
Job Barclays Monaco
Industry Banking
Experience
Barclays Wealth Monaco January 2011 - Present
Barclays Wealth January 2007 - December 2010
Barclays Wealth Monaco April 2004 - December 2006
Skills
Financial Risk, Credit, Mergers & Acquisitions, Finance, Financial Modeling, Executive Management, Portfolio Management, Investment Banking, Investments, Business Development, Financial Markets, Strategic Financial..., Fixed Income, Financial Services, Equities, Derivatives, Hedge Funds, Asset Management, Wealth Management, CRM, Project Management, Risk Management, Banking, Private Banking, Structured Products, Bloomberg, Capital Markets, FX Options, Alternative Investments, Investment Advisory, Wealth Management..., Emerging Markets, Private Equity, Investment Management, Relationship Management, Asset Allocation, Funding, Equity Derivatives, Bonds, Credit Risk, Investment Strategies, Corporate Finance, Commodity, Operational Risk, High Net Worth..., Options, Valuation, AML, Management
Education
Master, Université du Sud 2003 — 2004
Master, Performance and Strategy
Internal Audit, Paris 2000 — 2001
Licence HR, Université de Nice 1993 — 1995
Licence, Human Ressources
Institution Sainte Marie (Mariste) 1982 — 1993
Barclays Wealth Monaco January 2011 - Present
Barclays Wealth January 2007 - December 2010
Barclays Wealth Monaco April 2004 - December 2006
Skills
Financial Risk, Credit, Mergers & Acquisitions, Finance, Financial Modeling, Executive Management, Portfolio Management, Investment Banking, Investments, Business Development, Financial Markets, Strategic Financial..., Fixed Income, Financial Services, Equities, Derivatives, Hedge Funds, Asset Management, Wealth Management, CRM, Project Management, Risk Management, Banking, Private Banking, Structured Products, Bloomberg, Capital Markets, FX Options, Alternative Investments, Investment Advisory, Wealth Management..., Emerging Markets, Private Equity, Investment Management, Relationship Management, Asset Allocation, Funding, Equity Derivatives, Bonds, Credit Risk, Investment Strategies, Corporate Finance, Commodity, Operational Risk, High Net Worth..., Options, Valuation, AML, Management
Education
Master, Université du Sud 2003 — 2004
Master, Performance and Strategy
Internal Audit, Paris 2000 — 2001
Licence HR, Université de Nice 1993 — 1995
Licence, Human Ressources
Institution Sainte Marie (Mariste) 1982 — 1993
Alexander Pineda Alexander Pineda's Barclays Wealth Experience May 2011 - December 2014
Job Analyst
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
Barclays Wealth May 2011 - December 2014
UBS Wealth Management May 2005 - May 2011
BNY Mellon - Dreyfus Service Corp February 2003 - May 2005
Deutsche Bank November 1999 - January 2001
Skills
Hedge Funds, Alternative Investments, Fund Administration, Financial Services, Equities, Financial Markets, Securities, Valuation, Mutual Funds, Trading, Private Equity, Fixed Income, Portfolio Management
Education
De La Salle University
Bachelor of Science, Business Administration
JPMorgan Chase & Co. December 2014 - Present
Barclays Wealth May 2011 - December 2014
UBS Wealth Management May 2005 - May 2011
BNY Mellon - Dreyfus Service Corp February 2003 - May 2005
Deutsche Bank November 1999 - January 2001
Skills
Hedge Funds, Alternative Investments, Fund Administration, Financial Services, Equities, Financial Markets, Securities, Valuation, Mutual Funds, Trading, Private Equity, Fixed Income, Portfolio Management
Education
De La Salle University
Bachelor of Science, Business Administration
Rohan Phansalkar, CFP®'s Barclays Wealth Experience September 2008 - January 2011
Job
Industry Financial Services
Experience
United States Department of Defense January 2011 - Present
Barclays Wealth September 2008 - January 2011
Lehman Brothers August 2004 - September 2008
Bear Stearns 1996 - 2002
Skills
Portfolio Management, Fixed Income, Equities, Hedge Funds, Investments, Personal Financial..., Structured Products, Hedging, Equity Derivatives, Financial Analysis, Asset Management
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Boston College 1991 — 1995
BA
United States Department of Defense January 2011 - Present
Barclays Wealth September 2008 - January 2011
Lehman Brothers August 2004 - September 2008
Bear Stearns 1996 - 2002
Skills
Portfolio Management, Fixed Income, Equities, Hedge Funds, Investments, Personal Financial..., Structured Products, Hedging, Equity Derivatives, Financial Analysis, Asset Management
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Boston College 1991 — 1995
BA
Anthony Rinaldi Anthony Rinaldi's Barclays Wealth Experience July 2010 - January 2011
Job SVP: Citi Professional Recruiting
Industry Human Resources
Experience
Barclays Wealth July 2010 - January 2011
paragon July 2009 - February 2010
Google 2009 - 2009
Microsoft November 2004 - December 2008
Wachovia March 2004 - November 2004
JPMorgan Chase February 2003 - March 2004
ATR Staffing & Sales Management Consulting September 1998 - March 2003
Duke & Company LLP July 1996 - September 1998
Skills
Account Management, Analysis, Applicant Tracking..., Budgets, Business Intelligence, Business Process, Change Management, Coaching, College Recruiting, Competitive Analysis, Employee Benefits, Enterprise Software, Financial Services, HR Consulting, Hiring, Human Resources, Integration, Interviews, Leadership, Management, Marketing, Negotiation, Onboarding, CRM, Consulting, Customer Satisfaction, Networking, Recruiting, Program Management, SDLC, Sales, Sourcing, Sales Management, Staffing Services, Talent Acquisition, Talent Management, Team Building, Technical Recruiting, Temporary Placement, Training, Vendor Management, Strategy, Executive Search, Team Management, Time Management
Education
Long Island University, Southampton Campus 1991 — 1996
Bachelors of Arts, Public Relations, Advertising, and Applied Communication
Barclays Wealth July 2010 - January 2011
paragon July 2009 - February 2010
Google 2009 - 2009
Microsoft November 2004 - December 2008
Wachovia March 2004 - November 2004
JPMorgan Chase February 2003 - March 2004
ATR Staffing & Sales Management Consulting September 1998 - March 2003
Duke & Company LLP July 1996 - September 1998
Skills
Account Management, Analysis, Applicant Tracking..., Budgets, Business Intelligence, Business Process, Change Management, Coaching, College Recruiting, Competitive Analysis, Employee Benefits, Enterprise Software, Financial Services, HR Consulting, Hiring, Human Resources, Integration, Interviews, Leadership, Management, Marketing, Negotiation, Onboarding, CRM, Consulting, Customer Satisfaction, Networking, Recruiting, Program Management, SDLC, Sales, Sourcing, Sales Management, Staffing Services, Talent Acquisition, Talent Management, Team Building, Technical Recruiting, Temporary Placement, Training, Vendor Management, Strategy, Executive Search, Team Management, Time Management
Education
Long Island University, Southampton Campus 1991 — 1996
Bachelors of Arts, Public Relations, Advertising, and Applied Communication
Richard Amico Richard Amico's Barclays Wealth Experience June 2010 - July 2010
Job Thought Leadership Researcher at Accenture's Institute for High Performance
Industry Research
Experience
Accenture April 2013 - Present
Deutsche Bank February 2012 - March 2013
Iona College August 2010 - May 2011
Barclays Wealth June 2010 - July 2010
Skills
Microsoft Office, Statistics, Critical Thinking, Microeconomics, Econometrics, Macroeconomics, Bloomberg, Hedge Funds, Calculus, Time Management, Industrial Organization, Team Performance, Research, Critica, Business Strategy, Digital Distribution, Artificial Intelligence, Digital Strategy
Education
Iona College 2007 — 2011
BS (with Honors and Distinction) Magna Cum Laude, Economics, English
Winchester High School 2003 — 2007
Diploma
Accenture April 2013 - Present
Deutsche Bank February 2012 - March 2013
Iona College August 2010 - May 2011
Barclays Wealth June 2010 - July 2010
Skills
Microsoft Office, Statistics, Critical Thinking, Microeconomics, Econometrics, Macroeconomics, Bloomberg, Hedge Funds, Calculus, Time Management, Industrial Organization, Team Performance, Research, Critica, Business Strategy, Digital Distribution, Artificial Intelligence, Digital Strategy
Education
Iona College 2007 — 2011
BS (with Honors and Distinction) Magna Cum Laude, Economics, English
Winchester High School 2003 — 2007
Diploma
Cyprian Rodriguez Cyprian Rodriguez's Barclays Wealth Experience December 2009 - May 2011
Job Assurance Senior Associate at PwC
Industry Accounting
Experience
PwC January 2012 - Present
CPAexcel December 2010 - December 2011
Barclays Wealth December 2009 - May 2011
Circuit City Stores Inc August 2006 - September 2008
Skills
Auditing, Microsoft Office, Cost Accounting, Credit, Business Planning, Tax, Strategic Financial..., Financial Reporting, Leadership, Finance, Financial Accounting, Internal Audit, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, GAAP, US GAAP, Sarbanes-Oxley Act, External Audit
Education
Fordham University - Graduate School of Business Administration 2011 — 2011
Masters, Accounting
University of South Florida 2005 — 2009
Bachelor of Arts, Business Administration; Accounting
PwC January 2012 - Present
CPAexcel December 2010 - December 2011
Barclays Wealth December 2009 - May 2011
Circuit City Stores Inc August 2006 - September 2008
Skills
Auditing, Microsoft Office, Cost Accounting, Credit, Business Planning, Tax, Strategic Financial..., Financial Reporting, Leadership, Finance, Financial Accounting, Internal Audit, Accounting, Financial Analysis, Internal Controls, Microsoft Excel, GAAP, US GAAP, Sarbanes-Oxley Act, External Audit
Education
Fordham University - Graduate School of Business Administration 2011 — 2011
Masters, Accounting
University of South Florida 2005 — 2009
Bachelor of Arts, Business Administration; Accounting
Sarah McBride's Barclays Wealth Experience March 2010 - December 2012
Job Senior Recruiter at Dun and Bradstreet
Industry Staffing and Recruiting
Experience
Dun and Bradstreet January 2014 - Present
Morgan Stanley 2013 - January 2014
Barclays Wealth March 2010 - December 2012
Skills
Relationship Management, Interviews, Training, Leadership, Recruiting, Human Resources, Public Relations, Marketing, Strategy, Talent Management, Hiring, Social Media, Risk Management, Onboarding, Talent Acquisition, Temporary Placement, Management, Relationship Building
Education
Fairfield University 2001 — 2005
B.A., Sociology & Anthropology
Dun and Bradstreet January 2014 - Present
Morgan Stanley 2013 - January 2014
Barclays Wealth March 2010 - December 2012
Skills
Relationship Management, Interviews, Training, Leadership, Recruiting, Human Resources, Public Relations, Marketing, Strategy, Talent Management, Hiring, Social Media, Risk Management, Onboarding, Talent Acquisition, Temporary Placement, Management, Relationship Building
Education
Fairfield University 2001 — 2005
B.A., Sociology & Anthropology
Jeremy Rosenberg, CFA's Barclays Wealth Experience June 2007 - August 2007
Job Investment Associate at YMCA Retirement Fund
Industry Financial Services
Experience
YMCA Retirement Fund July 2012 - Present
Morgan Stanley July 2008 - July 2012
Barclays Wealth June 2007 - August 2007
Vitalmed inc. June 2006 - August 2006
Skills
Derivatives, Equity Derivatives, Structured Products, Interest Rate..., Structuring, Exotic Derivatives, Listed Options, Cross Asset Derivatives, Alternative Investments, Valuation, Capital Markets, Fixed Income, Equities, Bloomberg, Financial Markets, Emerging Markets, Investments, Asset Management, Financial Structuring, Hedge Funds
Education
Brown University 2004 — 2008
Bachelor of Science, Mechanical Engineering, 3.9
YMCA Retirement Fund July 2012 - Present
Morgan Stanley July 2008 - July 2012
Barclays Wealth June 2007 - August 2007
Vitalmed inc. June 2006 - August 2006
Skills
Derivatives, Equity Derivatives, Structured Products, Interest Rate..., Structuring, Exotic Derivatives, Listed Options, Cross Asset Derivatives, Alternative Investments, Valuation, Capital Markets, Fixed Income, Equities, Bloomberg, Financial Markets, Emerging Markets, Investments, Asset Management, Financial Structuring, Hedge Funds
Education
Brown University 2004 — 2008
Bachelor of Science, Mechanical Engineering, 3.9
James GOFF's Barclays Wealth Experience June 2008 - August 2008
Job MBA Candidate, Tuck School of Business
Industry Management Consulting
Experience
Tuck School of Business at Dartmouth College September 2014 - Present
McKinsey & Company June 2015 - August 2015
Royal Bank of Scotland January 2014 - August 2014
Royal Bank of Scotland June 2011 - December 2013
Barclays Bank June 2009 - May 2011
ABN AMRO November 2008 - June 2009
Barclays Wealth June 2008 - August 2008
Bank of China 2007 - 2007
Skills
Investment Banking, Leveraged Finance, Corporate Finance, Emerging Markets, Investment Management, Strategy, Private Equity, Mergers & Acquisitions, Wealth Management, International Business, Capital Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
University of Nottingham - Nottingham University Business School
BA (Hons) Management with Chinese Studies, Business and Mandarin
Beijing Language and Culture University 2006 — 2008
Mandarin Chinese
The University of Chicago Booth School of Business
Cert, Corporate Finance, Marketing, Accounting
Tuck School of Business at Dartmouth College September 2014 - Present
McKinsey & Company June 2015 - August 2015
Royal Bank of Scotland January 2014 - August 2014
Royal Bank of Scotland June 2011 - December 2013
Barclays Bank June 2009 - May 2011
ABN AMRO November 2008 - June 2009
Barclays Wealth June 2008 - August 2008
Bank of China 2007 - 2007
Skills
Investment Banking, Leveraged Finance, Corporate Finance, Emerging Markets, Investment Management, Strategy, Private Equity, Mergers & Acquisitions, Wealth Management, International Business, Capital Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
University of Nottingham - Nottingham University Business School
BA (Hons) Management with Chinese Studies, Business and Mandarin
Beijing Language and Culture University 2006 — 2008
Mandarin Chinese
The University of Chicago Booth School of Business
Cert, Corporate Finance, Marketing, Accounting
Andrew Dearman's Barclays Wealth Experience January 2012 - August 2013
Job Senior Manager at Accenture Capital Markets Consultant (Prime Services, Wealth & Securities Processing)
Industry Financial Services
Experience
Accenture September 2013 - Present
Barclays Wealth January 2012 - August 2013
Barclays Capital October 2008 - January 2012
Deutsche Bank April 2008 - August 2008
UBS Investment Bank December 2006 - March 2008
Capco August 2005 - December 2006
Dresdner Kleinwort October 2000 - May 2004
Kleinwort Benson Channel Islands June 1999 - September 2000
Blue Curve 1997 - 1999
Skills
Prime Brokerage, Trading Systems, Investment Banking, Equities, Market Data, Derivatives, Stakeholder Management, Vendor Management, Trading, Financial Risk, Equity Derivatives, Private Equity, Offshoring, Settlement, Private Banking, Finance, Emerging Markets, Electronic Trading, Fixed Income, Back Office, Exchange Connectivity, Credit Derivatives, Capital Markets, Middle Office, FX Options, Market Risk, Reference Data, Project Planning, Sybase, Project Management
Education
Swansea University 1996 — 1997
MSc, Computer Science
Aston University 1992 — 1996
SPOCE
Prince Practitioner Certification
Accenture September 2013 - Present
Barclays Wealth January 2012 - August 2013
Barclays Capital October 2008 - January 2012
Deutsche Bank April 2008 - August 2008
UBS Investment Bank December 2006 - March 2008
Capco August 2005 - December 2006
Dresdner Kleinwort October 2000 - May 2004
Kleinwort Benson Channel Islands June 1999 - September 2000
Blue Curve 1997 - 1999
Skills
Prime Brokerage, Trading Systems, Investment Banking, Equities, Market Data, Derivatives, Stakeholder Management, Vendor Management, Trading, Financial Risk, Equity Derivatives, Private Equity, Offshoring, Settlement, Private Banking, Finance, Emerging Markets, Electronic Trading, Fixed Income, Back Office, Exchange Connectivity, Credit Derivatives, Capital Markets, Middle Office, FX Options, Market Risk, Reference Data, Project Planning, Sybase, Project Management
Education
Swansea University 1996 — 1997
MSc, Computer Science
Aston University 1992 — 1996
SPOCE
Prince Practitioner Certification
John Brigham Wilson's Barclays Wealth Experience August 2009 - July 2011
Job DTC Merchant: Men's Sportswear Footwear
Industry Retail
Experience
Nike January 2015 - Present
Nike July 2013 - January 2015
Wharton Business School August 2011 - May 2013
Barclays Wealth August 2009 - July 2011
Merrill Lynch May 2008 - July 2009
Morgan Stanley June 2006 - August 2006
Education
Wharton School of Business - University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Management, Operations
Brigham Young University 2002 — 2009
BA, International Relations, Arabic, Business
Nike January 2015 - Present
Nike July 2013 - January 2015
Wharton Business School August 2011 - May 2013
Barclays Wealth August 2009 - July 2011
Merrill Lynch May 2008 - July 2009
Morgan Stanley June 2006 - August 2006
Education
Wharton School of Business - University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Management, Operations
Brigham Young University 2002 — 2009
BA, International Relations, Arabic, Business
Jason Orlosky's Barclays Wealth Experience 2010 - Present
Job Vice President at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth 2010 - Present
UBS September 2008 - July 2010
Lehman Brothers July 2004 - September 2008
Lehman Brothers June 2003 - August 2003
Price Waterhouse Coopers June 2002 - July 2002
Skills
Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Asset Management, Financial Modeling, Bloomberg, Capital Markets, Investment Banking, Private Equity, Series 7, Securities, Valuation, Derivatives, Financial Services, Wealth Management, Asset Allocation, Due Diligence, Financial Analysis, Finance, Mutual Funds, Investment Management, Trading, Risk Management, Series 63, Investment Strategies, Strategy, Emerging Markets, Equity Research, Investments, Analysis, Management, Banking, Investment Advisory, Financial Markets, Entrepreneurship, Bonds, Options, Venture Capital, Market Research, Microsoft Excel, Leadership, Financial Planning, Sales, Structured Products, Relationship Management
Education
Babson College 2000 — 2004
BS, Business Administration and Finance
Barclays Wealth 2010 - Present
UBS September 2008 - July 2010
Lehman Brothers July 2004 - September 2008
Lehman Brothers June 2003 - August 2003
Price Waterhouse Coopers June 2002 - July 2002
Skills
Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Asset Management, Financial Modeling, Bloomberg, Capital Markets, Investment Banking, Private Equity, Series 7, Securities, Valuation, Derivatives, Financial Services, Wealth Management, Asset Allocation, Due Diligence, Financial Analysis, Finance, Mutual Funds, Investment Management, Trading, Risk Management, Series 63, Investment Strategies, Strategy, Emerging Markets, Equity Research, Investments, Analysis, Management, Banking, Investment Advisory, Financial Markets, Entrepreneurship, Bonds, Options, Venture Capital, Market Research, Microsoft Excel, Leadership, Financial Planning, Sales, Structured Products, Relationship Management
Education
Babson College 2000 — 2004
BS, Business Administration and Finance
Nick Jaramillo Nick Jaramillo's Barclays Wealth Experience May 2011 - June 2011
Job Financial Analyst at BB&T
Industry Financial Services
Experience
BB&T November 2012 - Present
BB&T January 2012 - October 2012
Teach for America August 2011 - December 2011
Barclays Wealth May 2011 - June 2011
PayPal June 2010 - August 2010
Bill Me Later, Inc. May 2009 - August 2009
Skills
Financial Services, Commercial Banking, Project Management, Marketing, Underwriting, Credit Analysis, Client Development, Financial Analysis, Risk Management
Education
Auburn University, College of Business 2008 — 2011
B.S.B.A., Magna Cum Laude, International Business, Finance, Spanish
Calvert Hall College High School 2004 — 2008
BB&T November 2012 - Present
BB&T January 2012 - October 2012
Teach for America August 2011 - December 2011
Barclays Wealth May 2011 - June 2011
PayPal June 2010 - August 2010
Bill Me Later, Inc. May 2009 - August 2009
Skills
Financial Services, Commercial Banking, Project Management, Marketing, Underwriting, Credit Analysis, Client Development, Financial Analysis, Risk Management
Education
Auburn University, College of Business 2008 — 2011
B.S.B.A., Magna Cum Laude, International Business, Finance, Spanish
Calvert Hall College High School 2004 — 2008
Robby Gupta Robby Gupta's Barclays Wealth Experience July 2010 - June 2013
Job Head US Operations at TechJini Inc.
Industry Information Technology and Services
Experience
TechJini Inc. July 2013 - Present
Barclays Wealth July 2010 - June 2013
CGI April 2009 - July 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers March 2007 - September 2008
Data Inc February 2005 - March 2007
Merrill Lynch 2006 - 2007
Geometric Ltd. October 2002 - February 2005
Hewlett-Packard 2003 - 2005
ITC Infotech Ltd. March 2001 - October 2002
Skills
QlikView, Java, Weblogic, .NET, Informatica, Oracle, DB2, PL/SQL, Software Project..., Requirements Analysis, Perl, Solution Architecture, Business Development, Tomcat, Integration, IT Service Management, SDLC, Business Objects, SQL Server, C#, Sybase, SOA, VB.NET, VSTO, Project, Mobile Applications, iOS development, Android Development, Business Intelligence, SSIS, SSAS 2008, Data Warehousing, TIBCO Rendezvous, Databases, Cloud Computing, Web Services, Mobile Devices, Enterprise Architecture, Data Migration, ETL, Microsoft SQL Server, WebLogic, Business Analysis, SQL, Consulting, Management, Agile Methodologies, Java Enterprise Edition, Leadership, Software Development
Education
Delhi College of Engineering 1996 — 2000
Bachelor of Engineering
Delhi University 1996 — 2000
Engineer's Degree
Sawan Public School
TechJini Inc. July 2013 - Present
Barclays Wealth July 2010 - June 2013
CGI April 2009 - July 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers March 2007 - September 2008
Data Inc February 2005 - March 2007
Merrill Lynch 2006 - 2007
Geometric Ltd. October 2002 - February 2005
Hewlett-Packard 2003 - 2005
ITC Infotech Ltd. March 2001 - October 2002
Skills
QlikView, Java, Weblogic, .NET, Informatica, Oracle, DB2, PL/SQL, Software Project..., Requirements Analysis, Perl, Solution Architecture, Business Development, Tomcat, Integration, IT Service Management, SDLC, Business Objects, SQL Server, C#, Sybase, SOA, VB.NET, VSTO, Project, Mobile Applications, iOS development, Android Development, Business Intelligence, SSIS, SSAS 2008, Data Warehousing, TIBCO Rendezvous, Databases, Cloud Computing, Web Services, Mobile Devices, Enterprise Architecture, Data Migration, ETL, Microsoft SQL Server, WebLogic, Business Analysis, SQL, Consulting, Management, Agile Methodologies, Java Enterprise Edition, Leadership, Software Development
Education
Delhi College of Engineering 1996 — 2000
Bachelor of Engineering
Delhi University 1996 — 2000
Engineer's Degree
Sawan Public School
Ray Catone Ray Catone's Barclays Wealth Experience September 2008 - February 2012
Job Senior Vice President at Citibank
Industry Financial Services
Experience
Citibank February 2012 - Present
Barclays Wealth September 2008 - February 2012
Lehman Brothers March 1997 - September 2008
Morgan Stanley June 1992 - March 1997
Fried Frank May 1989 - June 1992
Skills
FINRA Series 3, 7, 9,..., Strategic Planning, Process..., Cross-functional Team..., Compliance, Coaching, Analysis, Account Management, Budgeting, Business Intelligence, Product Development, Excel, Financial Planning, Governance, Integration, Mentoring, Operations Management, PowerPoint, Risk Management, Problem Solving, Teaching, Valuation, Word, Writing, Strategic Financial..., Fixed Income, CRM, Sales, Microsoft Word, Management, Equities, Process Improvement, Microsoft Excel, Leadership, Investments, Budgets, Banking, Asset Management, Training, Hedge Funds, Business Development, Securities, Business Analysis, Capital Markets, Portfolio Management, FINRA, Prime Brokerage, Wealth Management, Series 63, Finance
Education
Pace University 1988 — 1992
BBA, Management
Barry University
Certificate in Financial Planning
New York University
Certificate in Asset Managment
Citibank February 2012 - Present
Barclays Wealth September 2008 - February 2012
Lehman Brothers March 1997 - September 2008
Morgan Stanley June 1992 - March 1997
Fried Frank May 1989 - June 1992
Skills
FINRA Series 3, 7, 9,..., Strategic Planning, Process..., Cross-functional Team..., Compliance, Coaching, Analysis, Account Management, Budgeting, Business Intelligence, Product Development, Excel, Financial Planning, Governance, Integration, Mentoring, Operations Management, PowerPoint, Risk Management, Problem Solving, Teaching, Valuation, Word, Writing, Strategic Financial..., Fixed Income, CRM, Sales, Microsoft Word, Management, Equities, Process Improvement, Microsoft Excel, Leadership, Investments, Budgets, Banking, Asset Management, Training, Hedge Funds, Business Development, Securities, Business Analysis, Capital Markets, Portfolio Management, FINRA, Prime Brokerage, Wealth Management, Series 63, Finance
Education
Pace University 1988 — 1992
BBA, Management
Barry University
Certificate in Financial Planning
New York University
Certificate in Asset Managment
Tim Taylor's Barclays Wealth Experience 2006 - September 2008
Job Global Head of Open Systems and Storage at AIG
Industry Insurance
Experience
AIG December 2014 - Present
AIG August 2013 - Present
AIG October 2011 - July 2013
Man Group plc October 2008 - May 2011
Barclays Wealth 2006 - September 2008
Finyx 2006 - 2008
Marsh 2005 - 2006
Trust-IT Consulting Ltd 2000 - 2006
BZW / Barclays Capital 1997 - 1999
MeesPierson 1987 - 1997
Skills
Governance, Integration, Project Planning, Business Analysis, Infrastructure, Enterprise Architecture, PMO, Data Migration, Change Management, Leadership, Service Delivery, Program Management, IT Strategy, Project Delivery, Business Transformation, Vendor Management, Data Center, ITIL, Project Portfolio..., Stakeholder Management, Service Management, IT Service Management, Risk Management, Business Process..., Process Improvement, Project Management, Outsourcing, IT Management, PRINCE2, Disaster Recovery, Incident Management, Business Continuity, IT Operations, Management, SDLC, Solution Architecture, Business Process, IT Outsourcing
Education
Cass Business School 1997 — 1998
Management MBA
Felsted 1983 — 1987
AIG December 2014 - Present
AIG August 2013 - Present
AIG October 2011 - July 2013
Man Group plc October 2008 - May 2011
Barclays Wealth 2006 - September 2008
Finyx 2006 - 2008
Marsh 2005 - 2006
Trust-IT Consulting Ltd 2000 - 2006
BZW / Barclays Capital 1997 - 1999
MeesPierson 1987 - 1997
Skills
Governance, Integration, Project Planning, Business Analysis, Infrastructure, Enterprise Architecture, PMO, Data Migration, Change Management, Leadership, Service Delivery, Program Management, IT Strategy, Project Delivery, Business Transformation, Vendor Management, Data Center, ITIL, Project Portfolio..., Stakeholder Management, Service Management, IT Service Management, Risk Management, Business Process..., Process Improvement, Project Management, Outsourcing, IT Management, PRINCE2, Disaster Recovery, Incident Management, Business Continuity, IT Operations, Management, SDLC, Solution Architecture, Business Process, IT Outsourcing
Education
Cass Business School 1997 — 1998
Management MBA
Felsted 1983 — 1987
Pamela Weiss Pamela Weiss's Barclays Wealth Experience September 2008 - May 2013
Job Executive Assistant at Alcoa Inc
Industry Executive Office
Experience
Alcoa July 2015 - Present
Christie's May 2013 - June 2015
Barclays Wealth September 2008 - May 2013
Lehman Brothers February 2005 - September 2008
JPMorgan Chase & Co. January 2002 - March 2005
Skills
Executive..., Management, Wealth Management, Asset Management, Outlook, PowerPoint, Customer Service, Event Planning, Investments, Microsoft Office, Project Management, Marketing, Event Management
Education
Iona College
Bachelor's degree, History/Pre-Law
Iona College
Bachelor's degree
Alcoa July 2015 - Present
Christie's May 2013 - June 2015
Barclays Wealth September 2008 - May 2013
Lehman Brothers February 2005 - September 2008
JPMorgan Chase & Co. January 2002 - March 2005
Skills
Executive..., Management, Wealth Management, Asset Management, Outlook, PowerPoint, Customer Service, Event Planning, Investments, Microsoft Office, Project Management, Marketing, Event Management
Education
Iona College
Bachelor's degree, History/Pre-Law
Iona College
Bachelor's degree
Gordon Pepe's Barclays Wealth Experience June 2009 - August 2009
Job MBA Candidate, University of Washington Foster School of Business, Class of 2017
Industry Retail
Experience
Amazon July 2012 - July 2015
Quidsi Inc. (an Amazon company) June 2010 - July 2012
Barclays Wealth June 2009 - August 2009
Chubb May 2007 - July 2007
Skills
Inventory Planning, Inventory Management, Supply Chain Management, Supply Chain, Forecasting, Demand Planning, Vendor Management, Merchandising, Microsoft Excel, PowerPoint, Competitive Analysis, Retail, Data Analysis, E-commerce
Education
Bucknell University 2006 — 2010
B.A., Economics, Environmental Studies
Amazon July 2012 - July 2015
Quidsi Inc. (an Amazon company) June 2010 - July 2012
Barclays Wealth June 2009 - August 2009
Chubb May 2007 - July 2007
Skills
Inventory Planning, Inventory Management, Supply Chain Management, Supply Chain, Forecasting, Demand Planning, Vendor Management, Merchandising, Microsoft Excel, PowerPoint, Competitive Analysis, Retail, Data Analysis, E-commerce
Education
Bucknell University 2006 — 2010
B.A., Economics, Environmental Studies
Danielle Holness Danielle Holness's Barclays Wealth Experience October 2010 - May 2012
Job Partner Training Specialist at Medidata Solutions
Industry Education Management
Experience
NYU - Nurses Improving Care for Healthsystem Elders July 2013 - July 2014
Ranstad Recruiting 2014 - 2014
NYU Langone Medical Center July 2012 - July 2013
Barclays Wealth October 2010 - May 2012
METLIFE INSURANCE COMPANY May 2004 - April 2010
MALLILO & GROSSMAN, ATTORNEYS AT LAW October 2003 - May 2004
2010Metlife/IBM Alliance Group January 1999 - January 2002
Skills
Staff Development, Training, Performance Improvement, Talent Management, Learning Management, Blended Learning, Leadership Development, Change Management, Training Needs Analysis, SharePoint, Workshop Facilitation, Organizational..., Training and...
Education
Baruch College 2013 — 2016
Bachelor's Degree, Public Affairs
AFFILIATIONSLAGUARDIA COMMUNITY COLLEGE 2007 — 2011
Associates of Science (AS), Business Administration
NYU - Nurses Improving Care for Healthsystem Elders July 2013 - July 2014
Ranstad Recruiting 2014 - 2014
NYU Langone Medical Center July 2012 - July 2013
Barclays Wealth October 2010 - May 2012
METLIFE INSURANCE COMPANY May 2004 - April 2010
MALLILO & GROSSMAN, ATTORNEYS AT LAW October 2003 - May 2004
2010Metlife/IBM Alliance Group January 1999 - January 2002
Skills
Staff Development, Training, Performance Improvement, Talent Management, Learning Management, Blended Learning, Leadership Development, Change Management, Training Needs Analysis, SharePoint, Workshop Facilitation, Organizational..., Training and...
Education
Baruch College 2013 — 2016
Bachelor's Degree, Public Affairs
AFFILIATIONSLAGUARDIA COMMUNITY COLLEGE 2007 — 2011
Associates of Science (AS), Business Administration
Gideon Rosenbaum's Barclays Wealth Experience February 2010 - February 2012
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC June 2014 - Present
Merrill Lynch February 2012 - May 2014
Barclays Wealth February 2010 - February 2012
Morgan Stanley October 2009 - January 2010
Smith Barney June 2007 - August 2008
Cantor Fitzgerald June 2006 - August 2006
Northwestern Mutual June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, DCF Valuation, Equities, Finance, Series 7, Bloomberg, Trading, Bonds, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments
Education
Brandeis University 2006 — 2009
BA, Economics/Business
PwC June 2014 - Present
Merrill Lynch February 2012 - May 2014
Barclays Wealth February 2010 - February 2012
Morgan Stanley October 2009 - January 2010
Smith Barney June 2007 - August 2008
Cantor Fitzgerald June 2006 - August 2006
Northwestern Mutual June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, DCF Valuation, Equities, Finance, Series 7, Bloomberg, Trading, Bonds, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments
Education
Brandeis University 2006 — 2009
BA, Economics/Business
Alex Wasserman Alex Wasserman's Barclays Wealth Experience February 2009 - October 2013
Job VP at Morgan Stanley
Industry Banking
Experience
Morgan Stanley October 2013 - Present
Barclays Wealth February 2009 - October 2013
ITRS America Inc February 2006 - February 2009
Alex Wasserman 2002 - 2006
Skills
Sybase, Unix, SQL, Autosys, Linux, Weblogic, Perl, Electronic Trading, Windows Server, Programming, Requirements Analysis, Enterprise Architecture, ITIL, Databases, Fixed Income, Microsoft SQL Server, Market Data, Disaster Recovery, SDLC, IT Strategy, Trading Systems, Equities, Low Latency, Infrastructure, Unix Shell Scripting, Solaris, Reference Data, Equity Derivatives, Exchange Connectivity, Derivatives, DB2, FX Options, Investment Banking, Financial Markets, Options, Requirements Gathering, Informatica, Prime Brokerage, WebLogic
Education
The University of Edinburgh 2002 — 2005
BSc., Articifial Intelligence and Computer Science
Winchester College 1995 — 2001
Morgan Stanley October 2013 - Present
Barclays Wealth February 2009 - October 2013
ITRS America Inc February 2006 - February 2009
Alex Wasserman 2002 - 2006
Skills
Sybase, Unix, SQL, Autosys, Linux, Weblogic, Perl, Electronic Trading, Windows Server, Programming, Requirements Analysis, Enterprise Architecture, ITIL, Databases, Fixed Income, Microsoft SQL Server, Market Data, Disaster Recovery, SDLC, IT Strategy, Trading Systems, Equities, Low Latency, Infrastructure, Unix Shell Scripting, Solaris, Reference Data, Equity Derivatives, Exchange Connectivity, Derivatives, DB2, FX Options, Investment Banking, Financial Markets, Options, Requirements Gathering, Informatica, Prime Brokerage, WebLogic
Education
The University of Edinburgh 2002 — 2005
BSc., Articifial Intelligence and Computer Science
Winchester College 1995 — 2001
Trista Huang Trista Huang's Barclays Wealth Experience December 2010 - November 2013
Job
Industry Information Technology and Services
Experience
Tishman Speyer November 2013 - Present
Barclays Wealth December 2010 - November 2013
Innovest Systems, LLC 2008 - 2010
Connotate Technologies 2006 - 2008
AIG Global Investment Group 2005 - 2006
Skills
Business Analysis, SDLC, Vendor Management, Product Management, Project Portfolio..., Project Management, Risk Management, Business Intelligence, Requirements Analysis, PMO, Financial Services, Software Project..., Business Process..., Leadership, Management, CRM
Education
Long Island University, C.W. Post Campus 2004 — 2006
MBA
Pace University 1996 — 2001
BBA
Tishman Speyer November 2013 - Present
Barclays Wealth December 2010 - November 2013
Innovest Systems, LLC 2008 - 2010
Connotate Technologies 2006 - 2008
AIG Global Investment Group 2005 - 2006
Skills
Business Analysis, SDLC, Vendor Management, Product Management, Project Portfolio..., Project Management, Risk Management, Business Intelligence, Requirements Analysis, PMO, Financial Services, Software Project..., Business Process..., Leadership, Management, CRM
Education
Long Island University, C.W. Post Campus 2004 — 2006
MBA
Pace University 1996 — 2001
BBA
Dr. Reinhold Gebert Dr. Reinhold Gebert's Barclays Wealth Experience September 2008 - March 2010
Job COO at Gresham Investment Management
Industry Financial Services
Experience
Gresham Investment Management October 2012 - Present
NestEgg Wealth April 2011 - November 2012
ContourGlobal March 2010 - August 2012
Barclays Wealth September 2008 - March 2010
Lehman Brothers June 2002 - September 2008
McKinsey & Co. 1998 - 2002
Institute for Advanced Study September 1996 - May 1998
Skills
Risk Management, Private Equity, Due Diligence, Financial Modeling, Change Management, Business Strategy, Mergers, Restructuring, Management Consulting, Investments, Executive Management, Process Improvement, Management, Mergers & Acquisitions, Business Development, Asset Management, Strategy, Human Resources, Venture Capital, Hedge Funds, Alternative Investments, Capital Markets, Portfolio Management
Education
Universität Hamburg 1992 — 1994
Dr. rer. nat., Theoretical Physics
King's College London, U. of London 1990 — 1991
M.Sc., Mathematics
Technische Universität München 1986 — 1990
Physics
Gresham Investment Management October 2012 - Present
NestEgg Wealth April 2011 - November 2012
ContourGlobal March 2010 - August 2012
Barclays Wealth September 2008 - March 2010
Lehman Brothers June 2002 - September 2008
McKinsey & Co. 1998 - 2002
Institute for Advanced Study September 1996 - May 1998
Skills
Risk Management, Private Equity, Due Diligence, Financial Modeling, Change Management, Business Strategy, Mergers, Restructuring, Management Consulting, Investments, Executive Management, Process Improvement, Management, Mergers & Acquisitions, Business Development, Asset Management, Strategy, Human Resources, Venture Capital, Hedge Funds, Alternative Investments, Capital Markets, Portfolio Management
Education
Universität Hamburg 1992 — 1994
Dr. rer. nat., Theoretical Physics
King's College London, U. of London 1990 — 1991
M.Sc., Mathematics
Technische Universität München 1986 — 1990
Physics
John Featherston's Barclays Wealth Experience October 2011 - December 2011
Job Remedy Partners Inc.
Industry Financial Services
Experience
Remedy Partners Inc. March 2014 - Present
Life In Mobile, Inc. January 2013 - March 2014
RISMedia December 2011 - December 2012
Barclays Wealth October 2011 - December 2011
Gleacher and Co July 2010 - August 2010
RISMedia May 2008 - August 2008
Skills
Investment Banking, Equity Valuation, Financial Modeling, Financial Analysis, Economics, Investments, Microsoft Excel, Corporate Finance, Management
Education
Boston University - School of Management 2008 — 2012
B.S., Finance
Remedy Partners Inc. March 2014 - Present
Life In Mobile, Inc. January 2013 - March 2014
RISMedia December 2011 - December 2012
Barclays Wealth October 2011 - December 2011
Gleacher and Co July 2010 - August 2010
RISMedia May 2008 - August 2008
Skills
Investment Banking, Equity Valuation, Financial Modeling, Financial Analysis, Economics, Investments, Microsoft Excel, Corporate Finance, Management
Education
Boston University - School of Management 2008 — 2012
B.S., Finance
Mary Kate Durkin Mary Kate Durkin's Barclays Wealth Experience January 2011 - April 2011
Job Sales and Supply Chain Analyst at DevaCurl
Industry Information Services
Experience
DevaCurl September 2014 - Present
SPS Commerce September 2012 - September 2014
Barclays Wealth January 2011 - April 2011
Skills
Access, SQL, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Salesforce.com, Analysis
Education
Lehigh University - College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Finance, General
DevaCurl September 2014 - Present
SPS Commerce September 2012 - September 2014
Barclays Wealth January 2011 - April 2011
Skills
Access, SQL, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Salesforce.com, Analysis
Education
Lehigh University - College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Finance, General
Brad Singer's Barclays Wealth Experience May 2011 - Present
Job Barclays Wealth Vice President
Industry Financial Services
Experience
Barclays Wealth May 2011 - Present
Caceis (USA), Inc. May 2008 - April 2011
Highbridge Capital Management October 2006 - April 2008
Cornell Capital Management 2005 - 2006
Moore Capital Management 2000 - 2005
American Express Tax and Business 1997 - 2000
Salibello & Broder LLP 1994 - 1997
Skills
Due Diligence, Hedge Funds, Equities, Accounting, Fund Of Funds, Investments, Alternative Investments, Mutual Funds, Private Equity, Fund Administration, Asset Managment, Financial Analysis, Finance, Fixed Income, Valuation, Portfolio Management, Financial Services, Management, Financial Modeling, Capital Markets, Banking, Cross Functional Team..., Asset Management, Corporate Finance, Derivatives, Funding, Trading
Education
Clark University 1990 — 1994
Bachelor of Arts, Management
Barclays Wealth May 2011 - Present
Caceis (USA), Inc. May 2008 - April 2011
Highbridge Capital Management October 2006 - April 2008
Cornell Capital Management 2005 - 2006
Moore Capital Management 2000 - 2005
American Express Tax and Business 1997 - 2000
Salibello & Broder LLP 1994 - 1997
Skills
Due Diligence, Hedge Funds, Equities, Accounting, Fund Of Funds, Investments, Alternative Investments, Mutual Funds, Private Equity, Fund Administration, Asset Managment, Financial Analysis, Finance, Fixed Income, Valuation, Portfolio Management, Financial Services, Management, Financial Modeling, Capital Markets, Banking, Cross Functional Team..., Asset Management, Corporate Finance, Derivatives, Funding, Trading
Education
Clark University 1990 — 1994
Bachelor of Arts, Management
Anthony Valvo Anthony Valvo's Barclays Wealth Experience January 2010 - April 2013
Job Managing Director, Market Sales Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust April 2014 - Present
PNC Wealth Management May 2013 - April 2014
Barclays Wealth January 2010 - April 2013
Citigroup July 1997 - October 2009
Citigroup September 2001 - June 2006
Citigroup June 1998 - September 2001
Bank of New York Mellon 1996 - 1998
Bank of New York Mellon 1996 - 1998
National Westminster Bank July 1993 - May 1996
Skills
Business Strategy, Business Analysis, Coaching, Deal Execution, Product Development, Product Marketing, Banking, Corporate Finance, Credit, Finance, Financial Analysis, Financial Modeling, Financial Risk, Hedge Funds, Investments, Loans, Management, Mergers, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Wealth Management
Education
City University of New York-Brooklyn College 1986 — 1991
BA, Economics
Xaverian High School 1982 — 1986
U.S. Trust April 2014 - Present
PNC Wealth Management May 2013 - April 2014
Barclays Wealth January 2010 - April 2013
Citigroup July 1997 - October 2009
Citigroup September 2001 - June 2006
Citigroup June 1998 - September 2001
Bank of New York Mellon 1996 - 1998
Bank of New York Mellon 1996 - 1998
National Westminster Bank July 1993 - May 1996
Skills
Business Strategy, Business Analysis, Coaching, Deal Execution, Product Development, Product Marketing, Banking, Corporate Finance, Credit, Finance, Financial Analysis, Financial Modeling, Financial Risk, Hedge Funds, Investments, Loans, Management, Mergers, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Wealth Management
Education
City University of New York-Brooklyn College 1986 — 1991
BA, Economics
Xaverian High School 1982 — 1986
Carolyn Bartholdson Carolyn Bartholdson's Barclays Wealth Experience October 2010 - October 2011
Job SVP, Chief Human Resources Officer at The CDM Group
Industry Marketing and Advertising
Experience
The CDM Group May 2014 - Present
QBE North America August 2012 - May 2014
QBE North America October 2011 - August 2012
Barclays Wealth October 2010 - October 2011
Barclays Wealth September 2008 - October 2010
Lehman Brothers August 2007 - September 2008
Pfizer July 2003 - July 2007
Pfizer 2002 - 2003
Pfizer 2001 - 2002
Helios Health 1999 - 2001
Skills
Change Management
Education
Duke University - The Fuqua School of Business
MBA
University of Pennsylvania
BA, English
The CDM Group May 2014 - Present
QBE North America August 2012 - May 2014
QBE North America October 2011 - August 2012
Barclays Wealth October 2010 - October 2011
Barclays Wealth September 2008 - October 2010
Lehman Brothers August 2007 - September 2008
Pfizer July 2003 - July 2007
Pfizer 2002 - 2003
Pfizer 2001 - 2002
Helios Health 1999 - 2001
Skills
Change Management
Education
Duke University - The Fuqua School of Business
MBA
University of Pennsylvania
BA, English
Meghan Pelley's Barclays Wealth Experience September 2008 - September 2009
Job Marketing Research Manager at Microsoft
Industry Internet
Experience
Microsoft August 2013 - Present
Fuqua School of Business July 2011 - May 2013
TabSprint January 2012 - May 2012
Thumbtack, Inc. June 2012 - August 2012
The Daily Muse February 2012 - April 2012
Capital Investment Management February 2011 - June 2011
Morgan Stanley October 2009 - January 2011
Barclays Wealth September 2008 - September 2009
Lincoln Financial Group August 2005 - August 2008
Skills
Strategic Communications, Cross-functional Team..., Change Management, Dealing with Ambiguity, Conflict Management, Strategic Thinking, Eye For Detail, Customer Presentations, Client Relationship..., Online Marketing, Entrepreneurial..., Cross-cultural, Creative Development, Writing, Analysis, Entrepreneurship, Business Planning
Education
Duke Fuqua School of Business 2011 — 2013
MBA
Georgetown University 2001 — 2005
B.A.
Microsoft August 2013 - Present
Fuqua School of Business July 2011 - May 2013
TabSprint January 2012 - May 2012
Thumbtack, Inc. June 2012 - August 2012
The Daily Muse February 2012 - April 2012
Capital Investment Management February 2011 - June 2011
Morgan Stanley October 2009 - January 2011
Barclays Wealth September 2008 - September 2009
Lincoln Financial Group August 2005 - August 2008
Skills
Strategic Communications, Cross-functional Team..., Change Management, Dealing with Ambiguity, Conflict Management, Strategic Thinking, Eye For Detail, Customer Presentations, Client Relationship..., Online Marketing, Entrepreneurial..., Cross-cultural, Creative Development, Writing, Analysis, Entrepreneurship, Business Planning
Education
Duke Fuqua School of Business 2011 — 2013
MBA
Georgetown University 2001 — 2005
B.A.
Andrea Walter Andrea Walter's Barclays Wealth Experience May 2007 - July 2007
Job Sr. Financial Analyst at SpecialtyCare
Industry Hospital & Health Care
Experience
SpecialtyCare September 2014 - Present
SpecialtyCare, Inc. June 2012 - September 2014
Asurion September 2011 - June 2012
Nsoro November 2010 - September 2011
Bridgestone January 2008 - November 2010
Barclays Wealth May 2007 - July 2007
Skills
Hyperion Planning, Hyperion Financial..., TM1, Cognos, Microsoft SQL Server, Microsoft Excel, Financial Analysis, Requirements Gathering, Highly detail oriented, PeopleSoft, Management, Analysis, Business Process, Business Analysis, Data Analysis, Training, Budgets, Finance, Forecasting, Hyperion Enterprise, Oracle, Process Improvement, Hyperion
Education
Auburn University 2004 — 2007
Bachelor of Science, Finance
SpecialtyCare September 2014 - Present
SpecialtyCare, Inc. June 2012 - September 2014
Asurion September 2011 - June 2012
Nsoro November 2010 - September 2011
Bridgestone January 2008 - November 2010
Barclays Wealth May 2007 - July 2007
Skills
Hyperion Planning, Hyperion Financial..., TM1, Cognos, Microsoft SQL Server, Microsoft Excel, Financial Analysis, Requirements Gathering, Highly detail oriented, PeopleSoft, Management, Analysis, Business Process, Business Analysis, Data Analysis, Training, Budgets, Finance, Forecasting, Hyperion Enterprise, Oracle, Process Improvement, Hyperion
Education
Auburn University 2004 — 2007
Bachelor of Science, Finance
Kal Mirza, CSM MEng Kal Mirza, CSM MEng's Barclays Wealth Experience September 2008 - July 2011
Job Technologist / Digital Solutions Architect / Director at Eisai
Industry Information Technology and Services
Experience
Eisai Inc January 2014 - Present
Accenture/Avanade September 2012 - August 2014
Bridgewater Associates November 2011 - June 2012
AlphaMetrix, LLC August 2011 - November 2011
Barclays Wealth September 2008 - July 2011
Lehman Brothers (IMD-PIM) August 2006 - September 2008
Credit Suisse September 2004 - August 2006
NRT/Cendant September 2002 - August 2004
License Monitor Inc (LMI) May 2002 - September 2002
Skills
C#, SQL, Agile Scrum, Test Driven Development..., XSLT/XML, ASP.NET MVC, XML Databases, WCF, Microsoft SQL Server, .NET, XML, Scrum, IIS, ASP, ASP.NET, Agile Methodologies, Cloud Computing, Databases, Integration, JavaScript, Linux, Oracle, Quality Assurance, SDLC, Software Development, VB.NET, Visio, Visual Basic, Visual Studio, WPF, Web Applications, Web Services, DB2
Education
Middlesex University 1989 — 1992
MEng, MicroElectronics Design & Production
Brunel University London 1986 — 1989
BEng, Electronics
Sir George Monoux 1982 — 1986
Eisai Inc January 2014 - Present
Accenture/Avanade September 2012 - August 2014
Bridgewater Associates November 2011 - June 2012
AlphaMetrix, LLC August 2011 - November 2011
Barclays Wealth September 2008 - July 2011
Lehman Brothers (IMD-PIM) August 2006 - September 2008
Credit Suisse September 2004 - August 2006
NRT/Cendant September 2002 - August 2004
License Monitor Inc (LMI) May 2002 - September 2002
Skills
C#, SQL, Agile Scrum, Test Driven Development..., XSLT/XML, ASP.NET MVC, XML Databases, WCF, Microsoft SQL Server, .NET, XML, Scrum, IIS, ASP, ASP.NET, Agile Methodologies, Cloud Computing, Databases, Integration, JavaScript, Linux, Oracle, Quality Assurance, SDLC, Software Development, VB.NET, Visio, Visual Basic, Visual Studio, WPF, Web Applications, Web Services, DB2
Education
Middlesex University 1989 — 1992
MEng, MicroElectronics Design & Production
Brunel University London 1986 — 1989
BEng, Electronics
Sir George Monoux 1982 — 1986
Mathew Sposta's Barclays Wealth Experience September 2009 - June 2010
Job Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Barclays June 2010 - April 2015
Barclays Wealth September 2009 - June 2010
Lehman Brothers July 2007 - September 2008
Goldman Sachs August 2006 - July 2007
Merrill Lynch May 2005 - August 2005
Skills
Equities, Series 7, Financial Modeling, Fixed Income, Alternative Investments
Education
Binghamton University 2002 — 2006
Bachelor of Arts, Economics
University of Sydney
Wells Fargo Advisors May 2015 - Present
Barclays June 2010 - April 2015
Barclays Wealth September 2009 - June 2010
Lehman Brothers July 2007 - September 2008
Goldman Sachs August 2006 - July 2007
Merrill Lynch May 2005 - August 2005
Skills
Equities, Series 7, Financial Modeling, Fixed Income, Alternative Investments
Education
Binghamton University 2002 — 2006
Bachelor of Arts, Economics
University of Sydney
Mohit Mittal's Barclays Wealth Experience 2010 - 2010
Job Advanced Analytics & Strategy Professional, MBA
Industry Management Consulting
Experience
Fractal Analytics December 2013 - Present
EA June 2012 - November 2013
EA May 2011 - May 2012
GENPACT(formerly GE Capital International Services) September 2004 - March 2010
Barclays Wealth 2010 - 2010
DecisionCraft Analytics April 2004 - September 2004
Skills
SAS, Data Mining, Analytics, Statistical Modeling, Market Research, VBA, Forecasting, Problem Solving, Segmentation, Financial Analysis, Financial Modeling, Process Improvement, SQL, Business Analysis, Strategy, Product Development, Management Consulting, SAS, statistical..., Credit Risk, Business Intelligence, Tableau, Matlab, Unix, Team Management, Pricing, Email Marketing, Business Process..., Six Sigma, R
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance, Ops, Marketing, Consulting
Jamia Millia Islamia 1999 — 2003
B.Tech, Electrical & Electronics
Delhi Public School, Noida 1986 — 1999
High School, Science, Maths, Economics
Fractal Analytics December 2013 - Present
EA June 2012 - November 2013
EA May 2011 - May 2012
GENPACT(formerly GE Capital International Services) September 2004 - March 2010
Barclays Wealth 2010 - 2010
DecisionCraft Analytics April 2004 - September 2004
Skills
SAS, Data Mining, Analytics, Statistical Modeling, Market Research, VBA, Forecasting, Problem Solving, Segmentation, Financial Analysis, Financial Modeling, Process Improvement, SQL, Business Analysis, Strategy, Product Development, Management Consulting, SAS, statistical..., Credit Risk, Business Intelligence, Tableau, Matlab, Unix, Team Management, Pricing, Email Marketing, Business Process..., Six Sigma, R
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance, Ops, Marketing, Consulting
Jamia Millia Islamia 1999 — 2003
B.Tech, Electrical & Electronics
Delhi Public School, Noida 1986 — 1999
High School, Science, Maths, Economics
Perry Chan's Barclays Wealth Experience June 2010 - March 2011
Job Director Application Development, Information Management at The Bank of TokyoMitsubishi UFJ, Ltd.
Industry Information Technology and Services
Experience
Bank of Tokyo-Mitsubishi UFJ May 2013 - Present
Bank of Tokyo-Mitsubishi UFJ April 2011 - May 2013
Barclays Wealth June 2010 - March 2011
Bank of Tokyo-Mitsubishi UFJ June 2009 - June 2010
Bank of Tokyo-Mitsubishi UFJ January 2008 - June 2009
Bank of Tokyo-Mitsubishi UFJ October 2006 - December 2008
Bank of Tokyo-Mitsubishi UFJ August 2001 - September 2006
Bank of Tokyo-Mitsubishi UFJ May 2001 - August 2001
Dataspace November 2000 - May 2001
Bank of Tokyo-Mitsubishi UFJ April 1999 - November 2000
Skills
Business Analysis, Vendor Management, Data Warehousing, Business Intelligence, Enterprise Architecture
Education
Stevens Institute of Technology 2005 — 2007
Master of Science (M.S.), Information Systems
Baruch College, City University of New York (CUNY) 1989 — 1995
BBA, Finance
Bank of Tokyo-Mitsubishi UFJ May 2013 - Present
Bank of Tokyo-Mitsubishi UFJ April 2011 - May 2013
Barclays Wealth June 2010 - March 2011
Bank of Tokyo-Mitsubishi UFJ June 2009 - June 2010
Bank of Tokyo-Mitsubishi UFJ January 2008 - June 2009
Bank of Tokyo-Mitsubishi UFJ October 2006 - December 2008
Bank of Tokyo-Mitsubishi UFJ August 2001 - September 2006
Bank of Tokyo-Mitsubishi UFJ May 2001 - August 2001
Dataspace November 2000 - May 2001
Bank of Tokyo-Mitsubishi UFJ April 1999 - November 2000
Skills
Business Analysis, Vendor Management, Data Warehousing, Business Intelligence, Enterprise Architecture
Education
Stevens Institute of Technology 2005 — 2007
Master of Science (M.S.), Information Systems
Baruch College, City University of New York (CUNY) 1989 — 1995
BBA, Finance
Suresh Thammuraj's Barclays Wealth Experience February 2009 - July 2010
Job Head of Credit Risk IT Americas at RBS Markets and International Banking
Industry Investment Banking
Experience
RBS Markets and International Banking June 2014 - Present
Credit Risk Technology at RBS Global Banking & Markets July 2010 - Present
Barclays Wealth February 2009 - July 2010
Barclays Wealth September 2008 - February 2009
Lehman Brothers April 2006 - September 2008
Pitney Bowes August 2000 - April 2006
GDI Infotech May 1999 - August 2000
Skills
WCF, Microsoft SQL Server, Web Services, Software Development, C#, .NET, UML, Agile Methodologies, Requirements Analysis, WPF, Enterprise Architecture, Leadership, Trading Systems, Design Patterns, Databases, Management
Education
Fairfield University 2003 — 2005
MS
Manonmaniam Sundaranar University 1995 — 1996
ME
Govt College of Engineering 1988 — 1992
BE
Sankar Institute of Ploytechnic 1985 — 1988
DEEE
RBS Markets and International Banking June 2014 - Present
Credit Risk Technology at RBS Global Banking & Markets July 2010 - Present
Barclays Wealth February 2009 - July 2010
Barclays Wealth September 2008 - February 2009
Lehman Brothers April 2006 - September 2008
Pitney Bowes August 2000 - April 2006
GDI Infotech May 1999 - August 2000
Skills
WCF, Microsoft SQL Server, Web Services, Software Development, C#, .NET, UML, Agile Methodologies, Requirements Analysis, WPF, Enterprise Architecture, Leadership, Trading Systems, Design Patterns, Databases, Management
Education
Fairfield University 2003 — 2005
MS
Manonmaniam Sundaranar University 1995 — 1996
ME
Govt College of Engineering 1988 — 1992
BE
Sankar Institute of Ploytechnic 1985 — 1988
DEEE
Brooke S. Borner's Barclays Wealth Experience August 2009 - April 2013
Job
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Barclays Wealth August 2009 - April 2013
Lehman Brothers 2007 - 2009
Citigroup Private Bank 1999 - 2005
Hunt Oil Company 1997 - 1999
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Valuation, Equity Research, Financial Modeling, Investment Banking, Asset Allocation, Investments, Asset Management, Investment Strategies, Portfolio Management, Due Diligence, Wealth Management, Investment Advisory, Investment Management, Financial Services, Investor Relations, Finance
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments & Markets
Dartmouth College 1993 — 1997
BA, Geosciences
J.P. Morgan April 2013 - Present
Barclays Wealth August 2009 - April 2013
Lehman Brothers 2007 - 2009
Citigroup Private Bank 1999 - 2005
Hunt Oil Company 1997 - 1999
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Valuation, Equity Research, Financial Modeling, Investment Banking, Asset Allocation, Investments, Asset Management, Investment Strategies, Portfolio Management, Due Diligence, Wealth Management, Investment Advisory, Investment Management, Financial Services, Investor Relations, Finance
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments & Markets
Dartmouth College 1993 — 1997
BA, Geosciences
Rajeev Aggarwal's Barclays Wealth Experience October 2008 - December 2011
Job Vice President at Citi
Industry Financial Services
Experience
Citi October 2011 - Present
Barclays Wealth October 2008 - December 2011
Lehman Brothers Inc April 2007 - June 2011
Arch Insurance Group August 2005 - April 2007
Ness Global Services Ltd. March 2004 - August 2005
Quark Media House March 2001 - March 2004
Satyam Computer Services August 1996 - April 2001
Skills
Java Enterprise Edition, Databases, DB2, Middleware, WebSphere MQ, Software Design, Architecture, Enterprise Architecture, Business Intelligence, SDLC, Agile Methodologies, Spring, SOA, Software Project..., Sybase, Architectures, Business Analysis, Trading Systems, Requirements Analysis
Education
Birla Institute of Technology and Science, Pilani 1992 — 1996
Citi October 2011 - Present
Barclays Wealth October 2008 - December 2011
Lehman Brothers Inc April 2007 - June 2011
Arch Insurance Group August 2005 - April 2007
Ness Global Services Ltd. March 2004 - August 2005
Quark Media House March 2001 - March 2004
Satyam Computer Services August 1996 - April 2001
Skills
Java Enterprise Edition, Databases, DB2, Middleware, WebSphere MQ, Software Design, Architecture, Enterprise Architecture, Business Intelligence, SDLC, Agile Methodologies, Spring, SOA, Software Project..., Sybase, Architectures, Business Analysis, Trading Systems, Requirements Analysis
Education
Birla Institute of Technology and Science, Pilani 1992 — 1996
Evgeni Sadovski's Barclays Wealth Experience July 2010 - June 2012
Job Information Security / Technology Risk / Vendor Governance
Industry Information Technology and Services
Experience
Prudential Financial February 2015 - Present
IGATE March 2013 - February 2015
Nasdaq OMX July 2012 - January 2013
Barclays Wealth July 2010 - June 2012
HomeCenter, May 2006 - June 2010
KPMG May 2001 - May 2006
Education
Pace University 2009 — 2014
Doctorate, Computer Science
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2009
Law, Law
City University of New York-John Jay College of Criminal Justice 2003 — 2005
Master, Forensic Computing
City University of New York-John Jay College of Criminal Justice 1993 — 1997
BA, Public Administration
Prudential Financial February 2015 - Present
IGATE March 2013 - February 2015
Nasdaq OMX July 2012 - January 2013
Barclays Wealth July 2010 - June 2012
HomeCenter, May 2006 - June 2010
KPMG May 2001 - May 2006
Education
Pace University 2009 — 2014
Doctorate, Computer Science
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2009
Law, Law
City University of New York-John Jay College of Criminal Justice 2003 — 2005
Master, Forensic Computing
City University of New York-John Jay College of Criminal Justice 1993 — 1997
BA, Public Administration
Anubama Ganesshan's Barclays Wealth Experience January 2009 - November 2011
Job Bank of America
Industry Financial Services
Experience
Bank of America January 2009 - Present
Barclays Wealth January 2009 - November 2011
Lehman Brothers December 2007 - December 2008
American Stock Exchange October 2006 - November 2007
JPMorgan Chase September 2002 - September 2006
Silverline Technologies October 1998 - August 2002
Education
Project Management Institute 2006 — 2013
PMP, Project Management Professional
Birla Institute of Technology and Science, Pilani 1999 — 2000
MS, Software Systems
University of Madras 1994 — 1998
BE, Electricals and Electronics
Bank of America January 2009 - Present
Barclays Wealth January 2009 - November 2011
Lehman Brothers December 2007 - December 2008
American Stock Exchange October 2006 - November 2007
JPMorgan Chase September 2002 - September 2006
Silverline Technologies October 1998 - August 2002
Education
Project Management Institute 2006 — 2013
PMP, Project Management Professional
Birla Institute of Technology and Science, Pilani 1999 — 2000
MS, Software Systems
University of Madras 1994 — 1998
BE, Electricals and Electronics
Anthony Mossa's Barclays Wealth Experience September 2009 - Present
Job Vice President at Barclays Wealth
Industry Investment Management
Experience
Barclays Wealth September 2009 - Present
CorrectNet September 2008 - September 2009
BearingPoint June 2005 - September 2008
BearingPoint December 2005 - December 2006
Bank of New York 1999 - 2005
Skills
Project Delivery, Bonds, User Acceptance Testing, Banking, Business Analysis, Fixed Income, Capital Markets, Risk Management, PMO, Hedge Funds, Investment Banking, Requirements Analysis, Business Process..., SDLC, Financial Services, Equities, Process Improvement, Trading Systems, Business Transformation, Portfolio Management
Education
Saint John's University 1999 — 2000
Masters, History
Manhattan College 1994 — 1998
Barclays Wealth September 2009 - Present
CorrectNet September 2008 - September 2009
BearingPoint June 2005 - September 2008
BearingPoint December 2005 - December 2006
Bank of New York 1999 - 2005
Skills
Project Delivery, Bonds, User Acceptance Testing, Banking, Business Analysis, Fixed Income, Capital Markets, Risk Management, PMO, Hedge Funds, Investment Banking, Requirements Analysis, Business Process..., SDLC, Financial Services, Equities, Process Improvement, Trading Systems, Business Transformation, Portfolio Management
Education
Saint John's University 1999 — 2000
Masters, History
Manhattan College 1994 — 1998
Brendan O'Rourke's Barclays Wealth Experience December 2010 - December 2011
Job Vice President at TD Securities
Industry Financial Services
Experience
TD Securities July 2012 - December 2013
UBS Wealth Management January 2012 - July 2012
Barclays Wealth December 2010 - December 2011
Innovest Systems April 2007 - November 2010
First Empire Securities September 2004 - April 2007
Paloma Partners 2003 - 2004
Reuters August 1996 - August 2003
Skills
Fixed Income, Risk Management, Equities, Vendor Management, SDLC, Business Analysis, Capital Markets, Derivatives, Financial Services, Market Data, Requirements Gathering
Education
Pace University 1999 — 2001
MS, Information Systems
Iona College 1992 — 1996
BA, Economics
TD Securities July 2012 - December 2013
UBS Wealth Management January 2012 - July 2012
Barclays Wealth December 2010 - December 2011
Innovest Systems April 2007 - November 2010
First Empire Securities September 2004 - April 2007
Paloma Partners 2003 - 2004
Reuters August 1996 - August 2003
Skills
Fixed Income, Risk Management, Equities, Vendor Management, SDLC, Business Analysis, Capital Markets, Derivatives, Financial Services, Market Data, Requirements Gathering
Education
Pace University 1999 — 2001
MS, Information Systems
Iona College 1992 — 1996
BA, Economics
Edzer Alexis's Barclays Wealth Experience 2008 - Present
Job Team Lead
Industry Investment Banking
Experience
Barclays Wealth 2008 - Present
Barclays Capital August 2006 - Present
Pershing January 2002 - July 2006
chase 2000 - 2002
Pershing 2000 - 2002
Education
City University of New York City College 2007 — 2009
George Westinghouse High School 1994 — 2007
Barclays Wealth 2008 - Present
Barclays Capital August 2006 - Present
Pershing January 2002 - July 2006
chase 2000 - 2002
Pershing 2000 - 2002
Education
City University of New York City College 2007 — 2009
George Westinghouse High School 1994 — 2007
Liz (Mundy) Avila's Barclays Wealth Experience May 2011 - June 2012
Job Management Consultant at Ernst & Young
Industry Financial Services
Experience
Ernst & Young September 2012 - Present
Barclays Wealth May 2011 - June 2012
Barclays Capital November 2009 - April 2011
Ernst & Young January 2006 - October 2009
Education
Case Western Reserve University - Weatherhead School of Management 2004 — 2006
M.A., Accounting / Finance
Hiram College 2000 — 2004
B.A., Business Management & Accounting, Economics
Ernst & Young September 2012 - Present
Barclays Wealth May 2011 - June 2012
Barclays Capital November 2009 - April 2011
Ernst & Young January 2006 - October 2009
Education
Case Western Reserve University - Weatherhead School of Management 2004 — 2006
M.A., Accounting / Finance
Hiram College 2000 — 2004
B.A., Business Management & Accounting, Economics
Alex Fridell's Barclays Wealth Experience March 2009 - Present
Job Assistant Vice President at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth March 2009 - Present
Education
Fordham University 2002 — 2007
Barclays Wealth March 2009 - Present
Education
Fordham University 2002 — 2007
Erin (Fay) Caparco's Barclays Wealth Experience October 2008 - September 2010
Job Senior Associate at everis
Industry Management Consulting
Experience
everis August 2014 - Present
Alvarez & Marsal June 2013 - April 2014
Barclays Capital September 2010 - July 2012
Barclays Wealth October 2008 - September 2010
Natixis Securities February 2007 - August 2007
Wellington Management December 2005 - June 2006
Skills
Project Management, Process Improvement, Business Strategy, Consulting, Fixed Income, Financial Analysis, Microsoft Excel, Bloomberg, Bonds, Finance, Strategy, Analysis, Microsoft Office, Performance Management, Financial Reporting, Change Management, Business Development, PMO, PowerPoint, Management
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Northeastern University 2003 — 2008
Bachelor's Degree, International Business, Finance
everis August 2014 - Present
Alvarez & Marsal June 2013 - April 2014
Barclays Capital September 2010 - July 2012
Barclays Wealth October 2008 - September 2010
Natixis Securities February 2007 - August 2007
Wellington Management December 2005 - June 2006
Skills
Project Management, Process Improvement, Business Strategy, Consulting, Fixed Income, Financial Analysis, Microsoft Excel, Bloomberg, Bonds, Finance, Strategy, Analysis, Microsoft Office, Performance Management, Financial Reporting, Change Management, Business Development, PMO, PowerPoint, Management
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Northeastern University 2003 — 2008
Bachelor's Degree, International Business, Finance
David Kaul's Barclays Wealth Experience November 2010 - Present
Job Vice President
Industry Financial Services
Experience
Barclays Wealth November 2010 - Present
DN&C L.P. January 2009 - November 2010
Muirfield Capital Management LLC October 2005 - November 2008
Viking Investment Group August 2003 - October 2005
Union Bancaire Privee Asset Management February 2001 - August 2003
Skills
Fixed Income, Asset Management, Equities, Alternative Investments, Portfolio Management, Hedge Funds, Investments, Fund Of Funds, Asset Allocation, Valuation, Private Equity, Investment Management
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Davidson College 1995 — 1999
Bachelor of Arts (B.A.) Economics
Berkeley Prep
Barclays Wealth November 2010 - Present
DN&C L.P. January 2009 - November 2010
Muirfield Capital Management LLC October 2005 - November 2008
Viking Investment Group August 2003 - October 2005
Union Bancaire Privee Asset Management February 2001 - August 2003
Skills
Fixed Income, Asset Management, Equities, Alternative Investments, Portfolio Management, Hedge Funds, Investments, Fund Of Funds, Asset Allocation, Valuation, Private Equity, Investment Management
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Davidson College 1995 — 1999
Bachelor of Arts (B.A.) Economics
Berkeley Prep
Debbie Cornwell's Barclays Wealth Experience September 2008 - Present
Job Admin Coordinator at Barclays Wealth
Industry Investment Management
Experience
Barclays Wealth September 2008 - Present
Lehman Brothers February 1996 - September 2008
Education
Illinois State University 1989 — 1992
B.S., Marketing/ Business Administration
Barclays Wealth September 2008 - Present
Lehman Brothers February 1996 - September 2008
Education
Illinois State University 1989 — 1992
B.S., Marketing/ Business Administration
Richard Korzenko's Barclays Wealth Experience August 2010 - July 2011
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2011 - Present
Barclays Wealth August 2010 - July 2011
Neuberger Berman October 2008 - August 2010
Lehman Brothers June 2004 - October 2008
UBS Financial Services Inc. 2000 - 2004
Skills
Investment Banking, Prime Brokerage, Capital Markets, Wealth Management, Securities, Asset Managment, Financial Services, Enterprise Architecture, Business Analysis, Risk Management, SDLC, Hedge Funds, Banking, Investments, Technology Integration, IT Management, IT Infrastructure..., Master Data Management, Application Architecture, Program Management, Management, Asset Management, Project Management
Education
Stevens Institute of Technology 2002 — 2004
MS, Information Systems
Farmingdale State University of New York 1999 — 1999
Continuing Education, Business Computer Systems, 4.0
Stony Brook University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
Bank of America July 2011 - Present
Barclays Wealth August 2010 - July 2011
Neuberger Berman October 2008 - August 2010
Lehman Brothers June 2004 - October 2008
UBS Financial Services Inc. 2000 - 2004
Skills
Investment Banking, Prime Brokerage, Capital Markets, Wealth Management, Securities, Asset Managment, Financial Services, Enterprise Architecture, Business Analysis, Risk Management, SDLC, Hedge Funds, Banking, Investments, Technology Integration, IT Management, IT Infrastructure..., Master Data Management, Application Architecture, Program Management, Management, Asset Management, Project Management
Education
Stevens Institute of Technology 2002 — 2004
MS, Information Systems
Farmingdale State University of New York 1999 — 1999
Continuing Education, Business Computer Systems, 4.0
Stony Brook University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
John Reinhardt's Barclays Wealth Experience 2008 - Present
Job CIO at Barclays Wealth and Investment Management, Americas
Industry Financial Services
Experience
Barclays Wealth and Investment Management, Americas May 2015 - Present
Barclays Wealth 2008 - Present
Lehman Brothers January 2004 - September 2008
Neuberger Berman November 1998 - December 2003
Dreyfus 1996 - 1998
NIDS 1993 - 1995
Education
Hofstra University 1989 — 1993
Bachelor of Science (BS), Computer Science
Barclays Wealth and Investment Management, Americas May 2015 - Present
Barclays Wealth 2008 - Present
Lehman Brothers January 2004 - September 2008
Neuberger Berman November 1998 - December 2003
Dreyfus 1996 - 1998
NIDS 1993 - 1995
Education
Hofstra University 1989 — 1993
Bachelor of Science (BS), Computer Science
Okey Onyebuchi's Barclays Wealth Experience September 2008 - Present
Job VP Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth September 2008 - Present
Lehman Brothers November 2004 - September 2008
Education
City University of New York-Hunter College 1997 — 2001
Barclays Wealth September 2008 - Present
Lehman Brothers November 2004 - September 2008
Education
City University of New York-Hunter College 1997 — 2001
Lainie Cavalaris's Barclays Wealth Experience December 2006 - Present
Job Client Analyst at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth December 2006 - Present
Education
Florida State University - College of Business 2000 — 2004
Bachelors of Science, Finance and Real Estate
Barclays Wealth December 2006 - Present
Education
Florida State University - College of Business 2000 — 2004
Bachelors of Science, Finance and Real Estate
Deviram Acharyabhatla's Barclays Wealth Experience September 2010 - Present
Job AVP at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth September 2010 - Present
Goldman Sachs July 2007 - September 2010
Ness Technologies November 2003 - April 2007
HCL Technologies February 1998 - November 2003
Education
Bharathiar University 1993 — 1997
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
ratnam college
Barclays Wealth September 2010 - Present
Goldman Sachs July 2007 - September 2010
Ness Technologies November 2003 - April 2007
HCL Technologies February 1998 - November 2003
Education
Bharathiar University 1993 — 1997
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
ratnam college
Matthew Conover's Barclays Wealth Experience September 2006 - December 2006
Job Vice President at State Street
Industry Financial Services
Experience
State Street Alternative Investment Solutions April 2015 - Present
State Street September 2012 - Present
State Street March 2011 - November 2012
State Street July 2009 - March 2011
Navigant Consulting September 2007 - June 2009
Boston University School of Management 2003 - 2007
Barclays Wealth September 2006 - December 2006
Skills
Financial Services, AML, Due Diligence, Asset Managment, Quantitative Analytics, Management Consulting, Alternative Investments, Business Analysis, Risk Assessment, Global Regulatory..., Regulatory Filings, Form ADV, Asset Management, Program Management, Internal Controls, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston University 2003 — 2007
Bachelor's degree, Finance
Boston University Questrom School of Business 2003 — 2007
BS, Finance
State Street Alternative Investment Solutions April 2015 - Present
State Street September 2012 - Present
State Street March 2011 - November 2012
State Street July 2009 - March 2011
Navigant Consulting September 2007 - June 2009
Boston University School of Management 2003 - 2007
Barclays Wealth September 2006 - December 2006
Skills
Financial Services, AML, Due Diligence, Asset Managment, Quantitative Analytics, Management Consulting, Alternative Investments, Business Analysis, Risk Assessment, Global Regulatory..., Regulatory Filings, Form ADV, Asset Management, Program Management, Internal Controls, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston University 2003 — 2007
Bachelor's degree, Finance
Boston University Questrom School of Business 2003 — 2007
BS, Finance
Stacy Devine's Barclays Wealth Experience September 2008 - March 2010
Job Managing Director, Head of Investments, Midwest and Canada at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank June 2010 - Present
Barclays Wealth September 2008 - March 2010
Lehman Brothers December 2007 - September 2008
Goldman Sachs 2005 - 2007
Deutsche Bank 1999 - 2002
First Analysis 1992 - 1999
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Equities, Fixed Income, Investment Strategies, Wealth Management, Investments, Investment Advisory, Asset Management, Investment Management, Capital Markets, Private Equity, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance
Drake University 1984 — 1988
Citi Private Bank June 2010 - Present
Barclays Wealth September 2008 - March 2010
Lehman Brothers December 2007 - September 2008
Goldman Sachs 2005 - 2007
Deutsche Bank 1999 - 2002
First Analysis 1992 - 1999
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Equities, Fixed Income, Investment Strategies, Wealth Management, Investments, Investment Advisory, Asset Management, Investment Management, Capital Markets, Private Equity, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance
Drake University 1984 — 1988
William H Scherr's Barclays Wealth Experience January 2012 - Present
Job Managing Director and West Regional Manager of Barclays Wealth
Industry Investment Management
Experience
Barclays Wealth January 2012 - Present
Goldman Sachs August 1990 - November 2011
Chicago 2016 Olympic Bid August 2007 - October 2010
Northwestern University Athletic Department September 2004 - May 2008
Education
Indiana University - Kelley School of Business 1985 — 1989
MBA
University of Nebraska-Lincoln 1980 — 1984
Barclays Wealth January 2012 - Present
Goldman Sachs August 1990 - November 2011
Chicago 2016 Olympic Bid August 2007 - October 2010
Northwestern University Athletic Department September 2004 - May 2008
Education
Indiana University - Kelley School of Business 1985 — 1989
MBA
University of Nebraska-Lincoln 1980 — 1984
Chris Grix's Barclays Wealth Experience 2006 - 2007
Job Director, Global Lead Risk Assurance, US Risk Management at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors February 2015 - Present
Allianz Global Investors July 2013 - February 2015
Allianz Global Investors July 2007 - July 2013
Barclays Wealth 2006 - 2007
Financial Services Authority 2002 - 2006
Commerzbank AG 2004 - 2005
Commerzbank AG 2004 - 2005
Skills
Basel II, Asset Management, Operational Risk..., Risk Management, Enterprise Risk..., Stress Testing, Asset Managment, Operational Risk, Derivatives, Hedge Funds, Market Risk, Financial Markets, Fixed Income, Financial Risk, Quantitative Finance, Portfolio Management, Credit Risk, Financial Services
Education
ESMT European School of Management and Technology 2011 — 2013
Executive MBA
The University of Birmingham
Allianz Global Investors February 2015 - Present
Allianz Global Investors July 2013 - February 2015
Allianz Global Investors July 2007 - July 2013
Barclays Wealth 2006 - 2007
Financial Services Authority 2002 - 2006
Commerzbank AG 2004 - 2005
Commerzbank AG 2004 - 2005
Skills
Basel II, Asset Management, Operational Risk..., Risk Management, Enterprise Risk..., Stress Testing, Asset Managment, Operational Risk, Derivatives, Hedge Funds, Market Risk, Financial Markets, Fixed Income, Financial Risk, Quantitative Finance, Portfolio Management, Credit Risk, Financial Services
Education
ESMT European School of Management and Technology 2011 — 2013
Executive MBA
The University of Birmingham
Terence Zaleski's Barclays Wealth Experience March 2010 - April 2011
Job Vice President, Investment Management Division at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs May 2011 - Present
Barclays Wealth March 2010 - April 2011
Barclays Wealth September 2008 - February 2010
Lehman Brothers July 2007 - September 2008
Skills
Investment Management, Hedge Funds, Alternative Investments, Fixed Income, Series 7, Asset Management, Capital Markets, Bloomberg, Derivatives, Investment Banking, Equities, Structured Products, Emerging Markets
Education
Columbia University in the City of New York 2003 — 2007
BA, Economics, History
Goldman Sachs May 2011 - Present
Barclays Wealth March 2010 - April 2011
Barclays Wealth September 2008 - February 2010
Lehman Brothers July 2007 - September 2008
Skills
Investment Management, Hedge Funds, Alternative Investments, Fixed Income, Series 7, Asset Management, Capital Markets, Bloomberg, Derivatives, Investment Banking, Equities, Structured Products, Emerging Markets
Education
Columbia University in the City of New York 2003 — 2007
BA, Economics, History
Frank Curnan's Barclays Wealth Experience November 2008 - Present
Job IT Consultant
Industry Financial Services
Experience
Barclays Wealth November 2008 - Present
Lehman Brothers 2002 - 2008
UBS Global Asset Management July 2001 - February 2002
Deutsche Bank June 1994 - June 2000
Financial Trading Systems 1985 - 1989
American Express 1983 - 1985
Skills
Fixed Income, Asset Managment, Investment Banking, Equities, Trading Systems, Asset Management, Derivatives, Capital Markets, Vendor Management, Financial Services, Management, Business Analysis, Market Data, SDLC, Portfolio Management, Risk Management
Education
City University of New York 1969 — 1975
B.A., Economics/Computer Science
Barclays Wealth November 2008 - Present
Lehman Brothers 2002 - 2008
UBS Global Asset Management July 2001 - February 2002
Deutsche Bank June 1994 - June 2000
Financial Trading Systems 1985 - 1989
American Express 1983 - 1985
Skills
Fixed Income, Asset Managment, Investment Banking, Equities, Trading Systems, Asset Management, Derivatives, Capital Markets, Vendor Management, Financial Services, Management, Business Analysis, Market Data, SDLC, Portfolio Management, Risk Management
Education
City University of New York 1969 — 1975
B.A., Economics/Computer Science
Stacy Beattie's Barclays Wealth Experience September 2010 - Present
Job Vice President at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth September 2010 - Present
Barclays Wealth September 2008 - September 2010
Lehman Brothers September 2004 - September 2008
State of Iowa November 2003 - June 2004
Mansur & Company 2003 - 2003
Education
DePaul University 2004 — 2007
Masters in Public Service Management
Iowa State University 1999 — 2002
BS
Barclays Wealth September 2010 - Present
Barclays Wealth September 2008 - September 2010
Lehman Brothers September 2004 - September 2008
State of Iowa November 2003 - June 2004
Mansur & Company 2003 - 2003
Education
DePaul University 2004 — 2007
Masters in Public Service Management
Iowa State University 1999 — 2002
BS
Kimberly Corcoran's Barclays Wealth Experience May 2008 - February 2009
Job Ernst & Young LLP
Industry Financial Services
Experience
Ernst & Young LLP July 2014 - Present
Federal Reserve Bank of New York June 2012 - June 2014
Federal Reserve Bank of New York June 2011 - August 2011
State Street November 2010 - June 2011
Environmentally Responsible Action (ERA) Group 2009 - 2010
Barclays Wealth May 2008 - February 2009
Lehman Brothers October 2007 - May 2008
Skills
Emerging Markets, Financial Modeling, Valuation, Fixed Income, Credit Analysis, Credit, Bloomberg, Economics, Risk Management, Financial Analysis, International Relations, Equities, Analysis, Project Management, International..., Data Analysis, Corporate Finance, Policy Analysis, Stata, Research, Financial Services, Portfolio Management, Spanish, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Masters in Law and Diplomacy, International Banking and Finance
Northwestern University 2003 — 2005
BA, Political Science, Psychology
Colgate University 2001 — 2003
Political Science, Philosophy
Cold Spring Harbor High School
The Green Vale School
Ernst & Young LLP July 2014 - Present
Federal Reserve Bank of New York June 2012 - June 2014
Federal Reserve Bank of New York June 2011 - August 2011
State Street November 2010 - June 2011
Environmentally Responsible Action (ERA) Group 2009 - 2010
Barclays Wealth May 2008 - February 2009
Lehman Brothers October 2007 - May 2008
Skills
Emerging Markets, Financial Modeling, Valuation, Fixed Income, Credit Analysis, Credit, Bloomberg, Economics, Risk Management, Financial Analysis, International Relations, Equities, Analysis, Project Management, International..., Data Analysis, Corporate Finance, Policy Analysis, Stata, Research, Financial Services, Portfolio Management, Spanish, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Masters in Law and Diplomacy, International Banking and Finance
Northwestern University 2003 — 2005
BA, Political Science, Psychology
Colgate University 2001 — 2003
Political Science, Philosophy
Cold Spring Harbor High School
The Green Vale School
Ron Willis's Barclays Wealth Experience August 2010 - Present
Job Director Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth August 2010 - Present
JP Morgan Private Bank June 2004 - August 2010
NDB January 1998 - June 2002
Skills
Equities, Alternative Investments, Hedge Funds, Investments, Fixed Income, Series 63, Series 7, Capital Markets, Bloomberg, Structured Products, Emerging Markets, Trading, Securities, Asset Management, ETFs, Portfolio Management, Hedging, Equity Trading, Electronic Trading, Options, Financial Markets, Asset Allocation, Private Banking, Trading Systems, Financial Analysis, Investment Banking, Derivatives, Private Equity, Mutual Funds, Wealth Management, Valuation, Investment Strategies, Investment Management, FINRA, Equity Derivatives, Bonds, Series 24, Asset Managment
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance, General
University of South Carolina-Columbia 1990 — 1994
B.A., Political Science
Barclays Wealth August 2010 - Present
JP Morgan Private Bank June 2004 - August 2010
NDB January 1998 - June 2002
Skills
Equities, Alternative Investments, Hedge Funds, Investments, Fixed Income, Series 63, Series 7, Capital Markets, Bloomberg, Structured Products, Emerging Markets, Trading, Securities, Asset Management, ETFs, Portfolio Management, Hedging, Equity Trading, Electronic Trading, Options, Financial Markets, Asset Allocation, Private Banking, Trading Systems, Financial Analysis, Investment Banking, Derivatives, Private Equity, Mutual Funds, Wealth Management, Valuation, Investment Strategies, Investment Management, FINRA, Equity Derivatives, Bonds, Series 24, Asset Managment
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance, General
University of South Carolina-Columbia 1990 — 1994
B.A., Political Science
Cristina Freda's Barclays Wealth Experience April 2011 - Present
Job AVP/Business Control Officer at Barclays
Industry Financial Services
Experience
Barclays January 2014 - Present
Barclays Wealth April 2011 - Present
Morgan Stanley Smith Barney/Citi Smith Barney June 2004 - April 2011
Education
State University of New York at Binghamton 1999 — 2003
Bachelor of Arts Degree, English
Barclays January 2014 - Present
Barclays Wealth April 2011 - Present
Morgan Stanley Smith Barney/Citi Smith Barney June 2004 - April 2011
Education
State University of New York at Binghamton 1999 — 2003
Bachelor of Arts Degree, English
Kenneth Meraglia's Barclays Wealth Experience September 2008 - August 2010
Job Vice President Head of Account Opening & KYC LatAm Private Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Barclays Wealth and Investment Management August 2010 - July 2014
Barclays Wealth September 2008 - August 2010
Lehman Brothers June 2005 - September 2008
James LaSala & Associates, LLP April 2000 - June 2005
Skills
Leadership, Project Management, Fixed Income, Management, Risk Management, Equities, Business Analysis, AML, Project Planning, KYC, Strategic Leadership, Bloomberg, Organizational..., Document Management, Document Review, Investment Banking, Derivatives, Hedge Funds, Financial Services, Capital Markets, Securities, Asset Management
Education
Farmingdale State College 2002 — 2004
BA Finance, Finance, Accounting, Business Law
Nassau Community College 1999 — 2001
Associate Degree Marketing, Marketing, Finance, Business
J.P. Morgan July 2014 - Present
Barclays Wealth and Investment Management August 2010 - July 2014
Barclays Wealth September 2008 - August 2010
Lehman Brothers June 2005 - September 2008
James LaSala & Associates, LLP April 2000 - June 2005
Skills
Leadership, Project Management, Fixed Income, Management, Risk Management, Equities, Business Analysis, AML, Project Planning, KYC, Strategic Leadership, Bloomberg, Organizational..., Document Management, Document Review, Investment Banking, Derivatives, Hedge Funds, Financial Services, Capital Markets, Securities, Asset Management
Education
Farmingdale State College 2002 — 2004
BA Finance, Finance, Accounting, Business Law
Nassau Community College 1999 — 2001
Associate Degree Marketing, Marketing, Finance, Business
Jess McCormick's Barclays Wealth Experience July 2009 - April 2011
Job Senior Associate at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors May 2011 - Present
Barclays Wealth July 2009 - April 2011
UBS Investment Bank July 2007 - December 2008
Skills
Financial Modeling, Hedge Funds, Equities, Investment Banking, Private Equity, Capital Markets
Education
Kenyon College 2003 — 2007
BA, International Studies, Mathematics
The Tuck School of Business at Dartmouth 2006 — 2006
Bridge Program
The Taft School 1999 — 2003
Summit Rock Advisors May 2011 - Present
Barclays Wealth July 2009 - April 2011
UBS Investment Bank July 2007 - December 2008
Skills
Financial Modeling, Hedge Funds, Equities, Investment Banking, Private Equity, Capital Markets
Education
Kenyon College 2003 — 2007
BA, International Studies, Mathematics
The Tuck School of Business at Dartmouth 2006 — 2006
Bridge Program
The Taft School 1999 — 2003
Kathryn Hechinger's Barclays Wealth Experience September 2008 - March 2010
Job at
Industry Financial Services
Experience
Anchorage Capital Group November 2009 - Present
Barclays Wealth September 2008 - March 2010
Lehman Brothers July 2006 - September 2008
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Public Policy Analysis
Sidwell Friends School
Anchorage Capital Group November 2009 - Present
Barclays Wealth September 2008 - March 2010
Lehman Brothers July 2006 - September 2008
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Public Policy Analysis
Sidwell Friends School
Holly Isdale's Barclays Wealth Experience September 2008 - January 2009
Job Financial Advisor to UltraHigh Net Worth Individuals | Widely Quoted Industry Expert Law & Finance | Keynote Speaker
Industry Financial Services
Experience
Wealthaven October 2010 - Present
Private Trust Company April 2011 - Present
Speaker and Contributor 1999 - Present
Bessemer Trust February 2009 - October 2010
Barclays Wealth September 2008 - January 2009
Lehman Brothers January 2004 - September 2008
Goldman Sachs March 1999 - January 2004
JPMorgan January 1994 - March 1999
Fried Frank October 1990 - January 1994
Skills
Family Businesses, Estate Tax Planning, Philanthropy, Family Office, Wealth, Wealth Management, Investments, Asset Allocation, Family Business, Estate Planning, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Mutual Funds, Hedge Funds, Financial Services, Strategic Financial..., Alternative Investments, Strategy, High Net Worth..., Trusts, Board Governance, Investment Strategies, Capital Markets, Investment Management, Finance, Wealth Management..., Risk Management, Private Equity
Education
Boston University School of Law 1987 — 1990
JD
Cornell University 1982 — 1986
AB, Cum Laude, History, Government
Wealthaven October 2010 - Present
Private Trust Company April 2011 - Present
Speaker and Contributor 1999 - Present
Bessemer Trust February 2009 - October 2010
Barclays Wealth September 2008 - January 2009
Lehman Brothers January 2004 - September 2008
Goldman Sachs March 1999 - January 2004
JPMorgan January 1994 - March 1999
Fried Frank October 1990 - January 1994
Skills
Family Businesses, Estate Tax Planning, Philanthropy, Family Office, Wealth, Wealth Management, Investments, Asset Allocation, Family Business, Estate Planning, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Mutual Funds, Hedge Funds, Financial Services, Strategic Financial..., Alternative Investments, Strategy, High Net Worth..., Trusts, Board Governance, Investment Strategies, Capital Markets, Investment Management, Finance, Wealth Management..., Risk Management, Private Equity
Education
Boston University School of Law 1987 — 1990
JD
Cornell University 1982 — 1986
AB, Cum Laude, History, Government
Elizabeth Downing's Barclays Wealth Experience September 2008 - June 2009
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2013 - Present
U.S. Bankruptcy Court Southern District of New York August 2012 - August 2013
Barclays Wealth September 2008 - June 2009
Lehman Brothers August 2007 - September 2008
Education
Fordham University School of Law 2009 — 2012
JD
Harvard University 2003 — 2007
AB
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2013 - Present
U.S. Bankruptcy Court Southern District of New York August 2012 - August 2013
Barclays Wealth September 2008 - June 2009
Lehman Brothers August 2007 - September 2008
Education
Fordham University School of Law 2009 — 2012
JD
Harvard University 2003 — 2007
AB
Murali Deevanapalli's Barclays Wealth Experience March 2012 - Present
Job AVP at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth March 2012 - Present
Barclays Wealth January 2009 - March 2012
EMC Consulting Group April 2007 - January 2009
Intellisoft Technologies September 2006 - April 2007
Deloitte Consulting April 2004 - August 2006
Education
Andhra University 1999 — 2002
MCA, Computer Science
Barclays Wealth March 2012 - Present
Barclays Wealth January 2009 - March 2012
EMC Consulting Group April 2007 - January 2009
Intellisoft Technologies September 2006 - April 2007
Deloitte Consulting April 2004 - August 2006
Education
Andhra University 1999 — 2002
MCA, Computer Science
Marissa Gancio Sullivan's Barclays Wealth Experience February 2009 - April 2011
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan November 2010 - Present
Barclays Wealth February 2009 - April 2011
Barclays Wealth September 2008 - February 2009
Lehman Brothers August 2005 - September 2008
Lehman Brothers August 2002 - August 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Quantitive Finance, Financial Instruments and Markets
Binghamton University - School of Management 1999 — 2002
BS, Finance, Management Information Systems
JP Morgan November 2010 - Present
Barclays Wealth February 2009 - April 2011
Barclays Wealth September 2008 - February 2009
Lehman Brothers August 2005 - September 2008
Lehman Brothers August 2002 - August 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Quantitive Finance, Financial Instruments and Markets
Binghamton University - School of Management 1999 — 2002
BS, Finance, Management Information Systems
Siewyee Lai's Barclays Wealth Experience July 2010 - May 2013
Job at
Industry Information Technology and Services
Experience
Market Axess June 2013 - Present
Barclays Wealth July 2010 - May 2013
Citigroup March 2009 - June 2010
Lehman Brothers June 2007 - October 2008
Skills
Quality Assurance, Quality Center, Atlassian JIRA, Market Data, Securities, Agile Testing, Project Portfolio..., Testing Tools, SoapUI, SOA Testing, Web Services API, JMS, Informatica, Oracle 9i, SQL DB2, Microsoft SQL Server, XML Spy, TeamCity, Master Data Management, Team Leadership, Team Building, Offshore Resource..., Oracle, Test Planning, Requirements Gathering, Test Management, Business Analysis, Testing, User Acceptance Testing, SDLC, JIRA, Test Cases, Manual Testing, Test Strategy, Databases, HP Quality Center
Education
Dallas Baptist University
Master of Art, Organization Management, Health Care Management
University of South Alabama
Bachelor of Science, Computer Information Science
Market Axess June 2013 - Present
Barclays Wealth July 2010 - May 2013
Citigroup March 2009 - June 2010
Lehman Brothers June 2007 - October 2008
Skills
Quality Assurance, Quality Center, Atlassian JIRA, Market Data, Securities, Agile Testing, Project Portfolio..., Testing Tools, SoapUI, SOA Testing, Web Services API, JMS, Informatica, Oracle 9i, SQL DB2, Microsoft SQL Server, XML Spy, TeamCity, Master Data Management, Team Leadership, Team Building, Offshore Resource..., Oracle, Test Planning, Requirements Gathering, Test Management, Business Analysis, Testing, User Acceptance Testing, SDLC, JIRA, Test Cases, Manual Testing, Test Strategy, Databases, HP Quality Center
Education
Dallas Baptist University
Master of Art, Organization Management, Health Care Management
University of South Alabama
Bachelor of Science, Computer Information Science
Shouzhou Shi's Barclays Wealth Experience 2008 - July 2010
Job Project Manager at JP Morgan
Industry Banking
Experience
JP Morgan July 2010 - Present
Barclays Wealth 2008 - July 2010
Education
Carnegie Mellon University 2004 — 2008
Information Systems
JP Morgan July 2010 - Present
Barclays Wealth 2008 - July 2010
Education
Carnegie Mellon University 2004 — 2008
Information Systems
Raymond Cohen's Barclays Wealth Experience March 2010 - December 2013
Job Enterprise Warehouse Data Architect at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ January 2014 - Present
Barclays Wealth March 2010 - December 2013
Barclays Wealth March 2009 - March 2010
Barclays Capital and Lehman Brothers June 2003 - March 2009
Lehman Brothers June 2001 - June 2003
Neuberger Berman March 1999 - June 2001
Bankers Trust May 1998 - February 1999
Dreyfus June 1993 - May 1998
Smith Barney November 1986 - June 1993
Manufacturers Hanover Trust April 1984 - November 1986
Skills
Oracle, MS SQLServer, DB2 UDB, Sybase, Agile Methodologies, Informatica MDM, ER/Studio Data Architect, Erwin, Sparcs Enterprise..., DBArtisan, Altova XMLSpy, PL SQL, Transact SQL, UNIX Korn Shell, Apache Subversion
Education
New York University 1981 — 1982
Diploma in Computer Technology
City University of New York-Brooklyn College 1974 — 1980
Bachelors of Science
Bank of Tokyo-Mitsubishi UFJ January 2014 - Present
Barclays Wealth March 2010 - December 2013
Barclays Wealth March 2009 - March 2010
Barclays Capital and Lehman Brothers June 2003 - March 2009
Lehman Brothers June 2001 - June 2003
Neuberger Berman March 1999 - June 2001
Bankers Trust May 1998 - February 1999
Dreyfus June 1993 - May 1998
Smith Barney November 1986 - June 1993
Manufacturers Hanover Trust April 1984 - November 1986
Skills
Oracle, MS SQLServer, DB2 UDB, Sybase, Agile Methodologies, Informatica MDM, ER/Studio Data Architect, Erwin, Sparcs Enterprise..., DBArtisan, Altova XMLSpy, PL SQL, Transact SQL, UNIX Korn Shell, Apache Subversion
Education
New York University 1981 — 1982
Diploma in Computer Technology
City University of New York-Brooklyn College 1974 — 1980
Bachelors of Science
Cintra Bedassie's Barclays Wealth Experience January 2013 - December 2013
Job Operations at Credit Suisse
Industry Financial Services
Experience
Barclays Wealth January 2013 - December 2013
Barclay Wealth June 2010 - December 2012
Barclays Wealth / Lehman Brothers May 2005 - September 2010
Wachovia Securities / Prudential Securities March 2002 - October 2004
Prudential Securities June 2000 - March 2002
Prudential Securities October 1993 - June 2000
Skills
Equities, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Wealth Management, Portfolio Management, Capital Markets, Securities
Education
City University of New York-Hunter College 2007 — 2010
BA, Economics
Barclays Wealth January 2013 - December 2013
Barclay Wealth June 2010 - December 2012
Barclays Wealth / Lehman Brothers May 2005 - September 2010
Wachovia Securities / Prudential Securities March 2002 - October 2004
Prudential Securities June 2000 - March 2002
Prudential Securities October 1993 - June 2000
Skills
Equities, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Wealth Management, Portfolio Management, Capital Markets, Securities
Education
City University of New York-Hunter College 2007 — 2010
BA, Economics
Rakhmin Dekhkanov's Barclays Wealth Experience December 2009 - March 2010
Job Independent AML Consultant at RD AML Solutions Inc
Industry Banking
Experience
RD AML Solutions Inc November 2013 - Present
HSBC Bank USA NA July 2011 - October 2013
HSBC Bank USA NA April 2010 - July 2011
Barclays Wealth December 2009 - March 2010
RSM McGLADREY September 2008 - November 2008
Habib Bank Limited April 2008 - August 2008
Ocean Bank February 2008 - March 2008
Promontory Financial Group November 2007 - January 2008
Israel Discount Bank March 2007 - August 2007
UBS Investment Bank August 2006 - February 2007
Skills
KYC, AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Financial Risk, Fraud, Banking, Due Diligence, Internal Audit, Private Investigations, Retail Banking, Regulations, Risk Management, Operational Risk, Private Banking, Securities, Hedge Funds, Financial Regulation, Operational Risk..., Anti Money Laundering, Derivatives, Equities, Credit, Financial Institutions, Capital Markets, Sanction, Financial Services, Fixed Income, Financial Markets, Payments, Credit Cards, Enterprise Risk..., Analysis, Bloomberg, Credit Risk, Risk Assessment, Investment Banking, FX Options, FINRA, Correspondent Banking, Basel II, Corporate Governance, Investigation, Fraud Detection, Mutual Funds, FATCA, Back Office, SWIFT payments, Dodd-Frank
Education
City University of New York-Hunter College 1999 — 2004
BA, MA, Economics
Hunter College, City University of New York 1999 — 2004
Masters Degree, Economics
RD AML Solutions Inc November 2013 - Present
HSBC Bank USA NA July 2011 - October 2013
HSBC Bank USA NA April 2010 - July 2011
Barclays Wealth December 2009 - March 2010
RSM McGLADREY September 2008 - November 2008
Habib Bank Limited April 2008 - August 2008
Ocean Bank February 2008 - March 2008
Promontory Financial Group November 2007 - January 2008
Israel Discount Bank March 2007 - August 2007
UBS Investment Bank August 2006 - February 2007
Skills
KYC, AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Financial Risk, Fraud, Banking, Due Diligence, Internal Audit, Private Investigations, Retail Banking, Regulations, Risk Management, Operational Risk, Private Banking, Securities, Hedge Funds, Financial Regulation, Operational Risk..., Anti Money Laundering, Derivatives, Equities, Credit, Financial Institutions, Capital Markets, Sanction, Financial Services, Fixed Income, Financial Markets, Payments, Credit Cards, Enterprise Risk..., Analysis, Bloomberg, Credit Risk, Risk Assessment, Investment Banking, FX Options, FINRA, Correspondent Banking, Basel II, Corporate Governance, Investigation, Fraud Detection, Mutual Funds, FATCA, Back Office, SWIFT payments, Dodd-Frank
Education
City University of New York-Hunter College 1999 — 2004
BA, MA, Economics
Hunter College, City University of New York 1999 — 2004
Masters Degree, Economics
Jessica Douieb's Barclays Wealth Experience September 2008 - August 2009
Job Managing Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2009 - Present
Barclays Wealth September 2008 - August 2009
Lehman Brothers March 2005 - September 2008
Goldman Sachs January 2001 - February 2005
Skills
Marketing, Business Strategy, Private Equity, Hedge Funds, Investment Banking, Asset Management, Capital Markets, Fixed Income, Investment Management, Investments, Portfolio Management, Valuation, Alternative Investments
Education
Georgetown University
B.A., Government
University of Miami
Goldman Sachs September 2009 - Present
Barclays Wealth September 2008 - August 2009
Lehman Brothers March 2005 - September 2008
Goldman Sachs January 2001 - February 2005
Skills
Marketing, Business Strategy, Private Equity, Hedge Funds, Investment Banking, Asset Management, Capital Markets, Fixed Income, Investment Management, Investments, Portfolio Management, Valuation, Alternative Investments
Education
Georgetown University
B.A., Government
University of Miami
Sarah McNally's Barclays Wealth Experience September 2008 - August 2013
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2013 - Present
Barclays Wealth September 2008 - August 2013
Lehman Brothers 2006 - September 2008
Skills
Capital Markets, Fixed Income, Credit Analysis, Commercial Real Estate..., Bloomberg, Valuation, Asset Managment, Alternative Investments, Investments, Interest Rate Swaps, Derivatives, Series 7, Portfolio Management, Financial Analysis, Investment Management, Securities Lending, Real Estate Lending, Asset Management, Series 63, Credit
Education
Dartmouth College 2001 — 2005
BA, History, Art History
Morgan Stanley September 2013 - Present
Barclays Wealth September 2008 - August 2013
Lehman Brothers 2006 - September 2008
Skills
Capital Markets, Fixed Income, Credit Analysis, Commercial Real Estate..., Bloomberg, Valuation, Asset Managment, Alternative Investments, Investments, Interest Rate Swaps, Derivatives, Series 7, Portfolio Management, Financial Analysis, Investment Management, Securities Lending, Real Estate Lending, Asset Management, Series 63, Credit
Education
Dartmouth College 2001 — 2005
BA, History, Art History
Vincent Travagliato's Barclays Wealth Experience July 2008 - July 2010
Job Founder, The Travagliato Law Firm
Industry Financial Services
Experience
The Travagliato Law Firm July 2010 - Present
Barclays Wealth July 2008 - July 2010
Morgan Stanley 1998 - 2008
Brown & Wood LLP 1993 - 1998
Deloitte & Touche 1988 - 1993
Education
Fordham University School of Law 1989 — 1993
JD, cum laude
Pace University - Lubin School of Business 1984 — 1988
BBA, summa cum laude, Public Accounting
Xaverian
The Travagliato Law Firm July 2010 - Present
Barclays Wealth July 2008 - July 2010
Morgan Stanley 1998 - 2008
Brown & Wood LLP 1993 - 1998
Deloitte & Touche 1988 - 1993
Education
Fordham University School of Law 1989 — 1993
JD, cum laude
Pace University - Lubin School of Business 1984 — 1988
BBA, summa cum laude, Public Accounting
Xaverian
Rachel Ferrie's Barclays Wealth Experience 2011 - 2012
Job Vice President Global HR Business Partner at Barclays Investment Bank
Industry Human Resources
Experience
Barclays Investment Bank December 2014 - Present
Threadneedle Investments May 2012 - July 2014
Barclays Wealth 2011 - 2012
The Bank of Tokyo-Mitsubishi UFJ, Ltd. 2009 - 2011
Citi Private Bank, New York September 2008 - September 2009
Skills
Human Resources, Employee Engagement, Talent Management, Performance Management, Temporary Placement, Employee Relations, Talent Acquisition, HR Policies, HR Consulting, HRIS, Resourcing, Relationship Management, Labor Relations, Compensation & Benefits, Disciplinary &..., Coaching, Succession Planning, Matrix Management, Conflict Resolution
Education
London Metropolitan University 2011 — 2013
Master of Arts (M.A.), Human Resource Management
The University of Stirling 2004 — 2008
BA (Hons), Human Resource Management
City University of Hong Kong 2006 — 2007
Exchange Student - Human Resource Management
Barclays Investment Bank December 2014 - Present
Threadneedle Investments May 2012 - July 2014
Barclays Wealth 2011 - 2012
The Bank of Tokyo-Mitsubishi UFJ, Ltd. 2009 - 2011
Citi Private Bank, New York September 2008 - September 2009
Skills
Human Resources, Employee Engagement, Talent Management, Performance Management, Temporary Placement, Employee Relations, Talent Acquisition, HR Policies, HR Consulting, HRIS, Resourcing, Relationship Management, Labor Relations, Compensation & Benefits, Disciplinary &..., Coaching, Succession Planning, Matrix Management, Conflict Resolution
Education
London Metropolitan University 2011 — 2013
Master of Arts (M.A.), Human Resource Management
The University of Stirling 2004 — 2008
BA (Hons), Human Resource Management
City University of Hong Kong 2006 — 2007
Exchange Student - Human Resource Management
Todd Commisso's Barclays Wealth Experience 2011 - Present
Job Director, Chief Operating Office at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth 2011 - Present
Credit Suisse 2010 - 2011
UBS Wealth Management 1997 - 2009
Fiserv 1995 - 1997
Thomson Financial 1990 - 1995
Skills
Capital Markets, Equities, Wealth Management, Fixed Income, Equity Derivatives, Financial Services, Investment Banking, Investments, Bonds, Banking, Mutual Funds, Securities, Change Management, Asset Management, Private Banking, Risk Management, Asset Allocation, Financial Markets, Hedge Funds, Trading Systems, Asset Managment, Portfolio Management, Alternative Investments, Trading, Structured Products, Analysis, Series 7, Private Equity, Investment Advisory, Equity Trading, Derivatives, Strategy, Business Analysis, Project Portfolio..., Relationship Management, FX Options, Electronic Trading, Bloomberg, Operational Risk, Financial Risk, Prime Brokerage
Education
Saint John's University 1993 — 1995
M.B.A, Information Systems
Hofstra University 1986 — 1990
B.A., Finance
Chaminade High School 1982 — 1986
Barclays Wealth 2011 - Present
Credit Suisse 2010 - 2011
UBS Wealth Management 1997 - 2009
Fiserv 1995 - 1997
Thomson Financial 1990 - 1995
Skills
Capital Markets, Equities, Wealth Management, Fixed Income, Equity Derivatives, Financial Services, Investment Banking, Investments, Bonds, Banking, Mutual Funds, Securities, Change Management, Asset Management, Private Banking, Risk Management, Asset Allocation, Financial Markets, Hedge Funds, Trading Systems, Asset Managment, Portfolio Management, Alternative Investments, Trading, Structured Products, Analysis, Series 7, Private Equity, Investment Advisory, Equity Trading, Derivatives, Strategy, Business Analysis, Project Portfolio..., Relationship Management, FX Options, Electronic Trading, Bloomberg, Operational Risk, Financial Risk, Prime Brokerage
Education
Saint John's University 1993 — 1995
M.B.A, Information Systems
Hofstra University 1986 — 1990
B.A., Finance
Chaminade High School 1982 — 1986
vineel varada's Barclays Wealth Experience October 2009 - Present
Job Sr Obiee Developer
Industry Computer Software
Experience
Barclays Wealth October 2009 - Present
Skills
Informatica, OBIEE, ETL, Data Warehousing, Dimensional Modeling, Data Modeling, PL/SQL, Oracle, Data Warehouse..., Business Intelligence, Teradata, Data Integration, Business Objects, Oracle E-Business Suite, Toad, SDLC, SQL, Unix Shell Scripting, SSIS, BI Publisher, Requirements Analysis, Performance Tuning, Databases, Data Migration, Siebel
Education
Jawaharlal Nehru Technological University
Bachelor's of technology, Computer Science
Barclays Wealth October 2009 - Present
Skills
Informatica, OBIEE, ETL, Data Warehousing, Dimensional Modeling, Data Modeling, PL/SQL, Oracle, Data Warehouse..., Business Intelligence, Teradata, Data Integration, Business Objects, Oracle E-Business Suite, Toad, SDLC, SQL, Unix Shell Scripting, SSIS, BI Publisher, Requirements Analysis, Performance Tuning, Databases, Data Migration, Siebel
Education
Jawaharlal Nehru Technological University
Bachelor's of technology, Computer Science
Matthew Polansky, CAMS's Barclays Wealth Experience 2009 - Present
Job AntiMoney Laundering Consultant
Industry Banking
Experience
Barclays Wealth 2009 - Present
BDO Seidman, LLP 2008 - 2009
Skills
AML, Banking, CAMS, Capital Markets, Certified Anti-Money..., Equities, Financial Risk, Fixed Income, Investment Banking, KYC, Risk Management, Anti Money Laundering, Due Diligence, Finance, Financial Services, Hedge Funds, Operational Risk, Securities
Education
James Madison University 1999 — 2003
B.B.A, Finance
Barclays Wealth 2009 - Present
BDO Seidman, LLP 2008 - 2009
Skills
AML, Banking, CAMS, Capital Markets, Certified Anti-Money..., Equities, Financial Risk, Fixed Income, Investment Banking, KYC, Risk Management, Anti Money Laundering, Due Diligence, Finance, Financial Services, Hedge Funds, Operational Risk, Securities
Education
James Madison University 1999 — 2003
B.B.A, Finance
Daniel Godfrey's Barclays Wealth Experience September 2008 - March 2009
Job Sales Assistant at Barclays Capital
Industry Financial Services
Experience
Barclays June 2009 - Present
The Princeton Review December 2001 - Present
Boston Red Sox August 2002 - June 2009
Barclays Wealth September 2008 - March 2009
Lehman Brothers 2005 - 2008
Skills
Markitwire, Bloomberg, Omgeo Oasys, DTC, Fedwire, Euroclear, Clearstream, Spanish
Education
Dartmouth College 1994 — 1998
Economics, Math
Barclays June 2009 - Present
The Princeton Review December 2001 - Present
Boston Red Sox August 2002 - June 2009
Barclays Wealth September 2008 - March 2009
Lehman Brothers 2005 - 2008
Skills
Markitwire, Bloomberg, Omgeo Oasys, DTC, Fedwire, Euroclear, Clearstream, Spanish
Education
Dartmouth College 1994 — 1998
Economics, Math
Richard Chin's Barclays Wealth Experience September 2010 - Present
Job Application Support Analyst at Barclays Wealth
Industry Capital Markets
Experience
Barclays Wealth September 2010 - Present
UBS Wealth Management July 2007 - June 2010
UBS 1989 - June 2010
UBS Financial Services Inc. 2000 - 2010
UBS Investment Bank 2000 - 2002
Paine Webber 1998 - 2000
Bankers Trust - Deutsche Bank 1980 - 1998
Banker's Trust Company 1980 - 1998
Bankers Trust Company 1980 - 1989
Skills
Fixed Income, Equities, Trading, Financial Analysis, Middle Office, Portfolio Management, Wealth Management, Trading Systems, Financial Services, Derivatives, Banking, Investment Banking, Bloomberg, Capital Markets, Market Data, Electronic Trading, Back Office, Securities, Sybase, Settlement, Credit Derivatives, Equity Derivatives
Education
Pace University 1986 — 1994
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1973 — 1976
Barclays Wealth September 2010 - Present
UBS Wealth Management July 2007 - June 2010
UBS 1989 - June 2010
UBS Financial Services Inc. 2000 - 2010
UBS Investment Bank 2000 - 2002
Paine Webber 1998 - 2000
Bankers Trust - Deutsche Bank 1980 - 1998
Banker's Trust Company 1980 - 1998
Bankers Trust Company 1980 - 1989
Skills
Fixed Income, Equities, Trading, Financial Analysis, Middle Office, Portfolio Management, Wealth Management, Trading Systems, Financial Services, Derivatives, Banking, Investment Banking, Bloomberg, Capital Markets, Market Data, Electronic Trading, Back Office, Securities, Sybase, Settlement, Credit Derivatives, Equity Derivatives
Education
Pace University 1986 — 1994
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1973 — 1976
Nancy Peterson's Barclays Wealth Experience September 2007 - December 2009
Job Sr. Private Client Advisor at Citi Private Bank
Industry Financial Services
Experience
Citibank January 2010 - Present
Barclays Wealth September 2007 - December 2009
Atlas One Financial Group, LLC August 2006 - September 2007
Bank of America - Private Bank June 2002 - August 2006
Northern Trust November 1997 - June 2002
Merrill Lynch May 1992 - March 1997
Xerox de Mexico 1982 - 1986
Skills
Portfolio Management, Fixed Income, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management, Equities, Estate Planning, Investments, Strategic Financial...
Education
The University of Dallas 1981 — 1982
MBA, International Business
Central College 1977 — 1981
B.A., Business & French
Université Paris-Sorbonne 1979 — 1980
Diplome Annuel, Cours de Civilisation Francaise
Citibank January 2010 - Present
Barclays Wealth September 2007 - December 2009
Atlas One Financial Group, LLC August 2006 - September 2007
Bank of America - Private Bank June 2002 - August 2006
Northern Trust November 1997 - June 2002
Merrill Lynch May 1992 - March 1997
Xerox de Mexico 1982 - 1986
Skills
Portfolio Management, Fixed Income, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management, Equities, Estate Planning, Investments, Strategic Financial...
Education
The University of Dallas 1981 — 1982
MBA, International Business
Central College 1977 — 1981
B.A., Business & French
Université Paris-Sorbonne 1979 — 1980
Diplome Annuel, Cours de Civilisation Francaise
Abbey Gladstone's Barclays Wealth Experience DirectorBarclays Wealth1983 - Present
Job Director at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth DirectorBarclays Wealth1983 - Present
Barclays Wealth 2000 - 2010
Education
Marietta College 1974 — 1978
ba, english
Barclays Wealth DirectorBarclays Wealth1983 - Present
Barclays Wealth 2000 - 2010
Education
Marietta College 1974 — 1978
ba, english
Guy-Philippe Conille, MBA's Barclays Wealth Experience September 2010 - May 2012
Job Senior Associate
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
J.P. Morgan September 2014 - August 2015
Wealth and Investment Management at Barclays May 2012 - September 2014
Barclays Wealth September 2010 - May 2012
Advent Software October 2008 - September 2010
Merrill Lynch Investment Managers June 2006 - August 2007
Skills
Fixed Income, Investments, Equities, Analysis, Valuation, Securities, Account Reconciliation, Accounting, Financial Services, Strategic Financial..., Options, Management, Auditing, Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Bonds, Back Office, Middle Office, Corporate Actions, Equity Derivatives, User Acceptance Testing, Financial Advisory
Education
Hofstra University 2009 — 2011
MBA, Finance
University of Scranton 2004 — 2008
B.S., Double Major: Finance & Economics
Kellenberg Memorial HS 2000 — 2004
High School Diploma
Goldman Sachs August 2015 - Present
J.P. Morgan September 2014 - August 2015
Wealth and Investment Management at Barclays May 2012 - September 2014
Barclays Wealth September 2010 - May 2012
Advent Software October 2008 - September 2010
Merrill Lynch Investment Managers June 2006 - August 2007
Skills
Fixed Income, Investments, Equities, Analysis, Valuation, Securities, Account Reconciliation, Accounting, Financial Services, Strategic Financial..., Options, Management, Auditing, Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Bonds, Back Office, Middle Office, Corporate Actions, Equity Derivatives, User Acceptance Testing, Financial Advisory
Education
Hofstra University 2009 — 2011
MBA, Finance
University of Scranton 2004 — 2008
B.S., Double Major: Finance & Economics
Kellenberg Memorial HS 2000 — 2004
High School Diploma
Lori Marks's Barclays Wealth Experience Financial AccountantLMI Services Inc.January 2013 - Present
Job LMI Services
Industry Financial Services
Experience
Barclays Wealth Financial AccountantLMI Services Inc.January 2013 - Present
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Accounting
Barclays Wealth Financial AccountantLMI Services Inc.January 2013 - Present
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Accounting
Edward Lawless's Barclays Wealth Experience September 2008 - July 2010
Job Associate Director, U.S. Fixed Income at Sun Life Investment Management
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Sun Life Financial October 2013 - January 2015
Silvermine Capital Management July 2010 - October 2013
Barclays Wealth September 2008 - July 2010
Lehman Brothers November 2007 - September 2008
Education
Dickinson College 2003 — 2007
B.A., International Business & Management
Sun Life Financial January 2015 - Present
Sun Life Financial October 2013 - January 2015
Silvermine Capital Management July 2010 - October 2013
Barclays Wealth September 2008 - July 2010
Lehman Brothers November 2007 - September 2008
Education
Dickinson College 2003 — 2007
B.A., International Business & Management
Raphaël Cateni's Barclays Wealth Experience January 2007 - September 2007
Job Model risk management at Citi
Industry Investment Banking
Experience
Citi June 2015 - Present
Grant Thornton UK LLP March 2014 - December 2014
Barclays March 2014 - December 2014
RBS Markets and International Banking October 2013 - February 2014
Credit Agricole CIB September 2010 - April 2012
Credit Agricole CIB April 2009 - August 2010
CPR Asset Management June 2008 - September 2008
Barclays Wealth January 2007 - September 2007
Skills
Derivatives, Quantitative Models, Counterparty Risk, Money Market, Capital Markets, Financial Markets, VBA, Market Risk, Investment Banking, Risk Management, Bloomberg, Excel, Credit Risk, Equities, Trading Strategies, Microsoft Office, Kondor, Financial Risk, Proprietary Trading, Monte Carlo Simulation, Interest Rate Swaps, Exotic Derivatives, Reuters, R, Access, SAS, LaTeX, Technical Analysis, Stochastic Calculus, Probability Theory, Functional Analysis, Optimization, Risk Measurement, Liquidity Risk, Matlab, Stress Testing, C, Trading, VAR, Hedging, FX Options, Commodity, Quantitative Analytics, Financial Engineering, Portfolio Management, Quantitative Finance, Asset Management, Structured Products, CVA
Education
Université Paris Dauphine 2005 — 2009
Master of Science, Applied Mathematics, Finance
ENSIIE - École Nationale Supérieure d'Informatique pour l'Industrie et l'Entreprise 2003 — 2005
Engineering school recruiting on Centrale-Supélec entrance exams, Sciences
Lycée Richelieu 2000 — 2003
Classes préparatoires, Sciences
Citi June 2015 - Present
Grant Thornton UK LLP March 2014 - December 2014
Barclays March 2014 - December 2014
RBS Markets and International Banking October 2013 - February 2014
Credit Agricole CIB September 2010 - April 2012
Credit Agricole CIB April 2009 - August 2010
CPR Asset Management June 2008 - September 2008
Barclays Wealth January 2007 - September 2007
Skills
Derivatives, Quantitative Models, Counterparty Risk, Money Market, Capital Markets, Financial Markets, VBA, Market Risk, Investment Banking, Risk Management, Bloomberg, Excel, Credit Risk, Equities, Trading Strategies, Microsoft Office, Kondor, Financial Risk, Proprietary Trading, Monte Carlo Simulation, Interest Rate Swaps, Exotic Derivatives, Reuters, R, Access, SAS, LaTeX, Technical Analysis, Stochastic Calculus, Probability Theory, Functional Analysis, Optimization, Risk Measurement, Liquidity Risk, Matlab, Stress Testing, C, Trading, VAR, Hedging, FX Options, Commodity, Quantitative Analytics, Financial Engineering, Portfolio Management, Quantitative Finance, Asset Management, Structured Products, CVA
Education
Université Paris Dauphine 2005 — 2009
Master of Science, Applied Mathematics, Finance
ENSIIE - École Nationale Supérieure d'Informatique pour l'Industrie et l'Entreprise 2003 — 2005
Engineering school recruiting on Centrale-Supélec entrance exams, Sciences
Lycée Richelieu 2000 — 2003
Classes préparatoires, Sciences
Dennis Schoen's Barclays Wealth Experience November 2010 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Barclays Wealth November 2010 - Present
UBS WEALTH February 2008 - June 2010
UBS March 2000 - February 2008
Skills
Data Modeling, Insurance, Data Warehousing, Trading
Education
Columbia College (NY) 1998 — 1999
Certificate, Database, Design and Development
Hunter
Lehman
BA
Barclays Wealth November 2010 - Present
UBS WEALTH February 2008 - June 2010
UBS March 2000 - February 2008
Skills
Data Modeling, Insurance, Data Warehousing, Trading
Education
Columbia College (NY) 1998 — 1999
Certificate, Database, Design and Development
Hunter
Lehman
BA
Brennen Kim's Barclays Wealth Experience January 2011 - May 2011
Job Merchandise Planner at Abercrombie & Fitch
Industry Retail
Experience
Abercrombie & Fitch December 2014 - Present
Abercrombie & Fitch August 2013 - December 2014
Abercrombie & Fitch June 2012 - August 2013
Bucknell Undergraduate Research Program May 2011 - August 2011
Barclays Wealth January 2011 - May 2011
Skills
Microsoft Excel, Cross-functional Team..., Microsoft Office, PowerPoint, Microsoft Word, Social Media, Data Analysis, Sales, Analysis, Research, Merchandising, Public Speaking
Education
Bucknell University 2008 — 2012
Bachelor of Arts, Economics, Philosophy, 3.68 GPA
Abercrombie & Fitch December 2014 - Present
Abercrombie & Fitch August 2013 - December 2014
Abercrombie & Fitch June 2012 - August 2013
Bucknell Undergraduate Research Program May 2011 - August 2011
Barclays Wealth January 2011 - May 2011
Skills
Microsoft Excel, Cross-functional Team..., Microsoft Office, PowerPoint, Microsoft Word, Social Media, Data Analysis, Sales, Analysis, Research, Merchandising, Public Speaking
Education
Bucknell University 2008 — 2012
Bachelor of Arts, Economics, Philosophy, 3.68 GPA
Jasna Dukic's Barclays Wealth Experience December 2011 - Present
Job Assistant Vice President
Industry Banking
Experience
Barclays Wealth December 2011 - Present
Navigant Consulting December 2010 - November 2011
Skills
OFAC, Due Diligence, KYC, AML, Financial Risk, Fixed Income, Capital Markets, Bank Secrecy Act, Hedge Funds, Financial Regulation, Investment Banking, Operational Risk, Financial Services, Banking, Securities, Operational Risk..., Fraud, Risk Management, Enterprise Risk..., Private Investigations, Sanction, Private Banking, Financial Institutions
Education
Kent State University
Bachelor's degree, Business Administration and Management, General
Metropolitan College of New York
Master of Business Administration (MBA), Financial Services
Barclays Wealth December 2011 - Present
Navigant Consulting December 2010 - November 2011
Skills
OFAC, Due Diligence, KYC, AML, Financial Risk, Fixed Income, Capital Markets, Bank Secrecy Act, Hedge Funds, Financial Regulation, Investment Banking, Operational Risk, Financial Services, Banking, Securities, Operational Risk..., Fraud, Risk Management, Enterprise Risk..., Private Investigations, Sanction, Private Banking, Financial Institutions
Education
Kent State University
Bachelor's degree, Business Administration and Management, General
Metropolitan College of New York
Master of Business Administration (MBA), Financial Services
John Rau's Barclays Wealth Experience 2009 - 2010
Job Attorney at Law at John C. Rau Law Firm
Industry Investment Management
Experience
John C. Rau Law Firm May 2015 - Present
Chilton Trust Company, LLC June 2010 - April 2015
Barclays Wealth 2009 - 2010
Lehman Brothers 2005 - 2009
Gunster, Yoakley & Stewart 1994 - 2005
Skills
Family Office, Estate Planning, Corporate Law, Private Equity, Venture Capital, Investments, Securities, Portfolio Management, Due Diligence, Hedge Funds, Wealth Management, Capital Markets, Equities, Mergers & Acquisitions, Asset Management, Financial Services
Education
NYU School of Law
JD, LLM (Taxation), Law
Hamilton College
John C. Rau Law Firm May 2015 - Present
Chilton Trust Company, LLC June 2010 - April 2015
Barclays Wealth 2009 - 2010
Lehman Brothers 2005 - 2009
Gunster, Yoakley & Stewart 1994 - 2005
Skills
Family Office, Estate Planning, Corporate Law, Private Equity, Venture Capital, Investments, Securities, Portfolio Management, Due Diligence, Hedge Funds, Wealth Management, Capital Markets, Equities, Mergers & Acquisitions, Asset Management, Financial Services
Education
NYU School of Law
JD, LLM (Taxation), Law
Hamilton College
Chris Stimming's Barclays Wealth Experience July 2009 - May 2012
Job Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. May 2012 - Present
Barclays Wealth July 2009 - May 2012
Morgan Stanley 2004 - 2009
INVESCO Institutional N.A. 1996 - 2004
Education
Indiana University Bloomington 1989 — 1993
Bachelor's degree, Psychology, 3.8
Brebeuf Preparatory School 1986 — 1989
JP Morgan Chase Bank N.A. May 2012 - Present
Barclays Wealth July 2009 - May 2012
Morgan Stanley 2004 - 2009
INVESCO Institutional N.A. 1996 - 2004
Education
Indiana University Bloomington 1989 — 1993
Bachelor's degree, Psychology, 3.8
Brebeuf Preparatory School 1986 — 1989
Lisa Li's Barclays Wealth Experience December 2011 - July 2012
Job Associate Trust Officer
Industry Legal Services
Experience
First Advisory Group July 2014 - August 2015
HSBC Private Bank July 2012 - June 2014
Barclays Wealth December 2011 - July 2012
HSBC Commercial Banking December 2009 - April 2011
HSBC September 2007 - December 2009
Skills
Private Banking, Estate Administration, Trust Management, Probate Services, Compliance, Wealth Management, Due Diligence, Investments, Management, Banking, Financial Services
Education
Society of Trust and Estate Practitioners
Certificate in International Trust Management
British Columbia Institute of Technology
School of Business, Human Resources Management
Capilano University
Applied Business Technology, Certificate of Administrative Fundamental, Honor Roll
Capilano University
Paralegal, Faculty of Business and Professional Studies
Simon Fraser University
Bachelor of Arts (B.A.), Psychology
First Advisory Group July 2014 - August 2015
HSBC Private Bank July 2012 - June 2014
Barclays Wealth December 2011 - July 2012
HSBC Commercial Banking December 2009 - April 2011
HSBC September 2007 - December 2009
Skills
Private Banking, Estate Administration, Trust Management, Probate Services, Compliance, Wealth Management, Due Diligence, Investments, Management, Banking, Financial Services
Education
Society of Trust and Estate Practitioners
Certificate in International Trust Management
British Columbia Institute of Technology
School of Business, Human Resources Management
Capilano University
Applied Business Technology, Certificate of Administrative Fundamental, Honor Roll
Capilano University
Paralegal, Faculty of Business and Professional Studies
Simon Fraser University
Bachelor of Arts (B.A.), Psychology